State Street Bank
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. Assets under management: 2.782 trillion USD (2017) Headquarters: Boston, Massachusetts, United States Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4,182 State Street Bank employees in database. Find out everything there's to know about State Street Bank 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 Bank Employees
Davis Entertainment January 2013 - Present
William Morris Endeavor April 2011 - January 2013
WR Films Entertainment Group February 2011 - April 2011
Cougar Town August 2010 - December 2010
State Street Global Advisors August 2009 - June 2010
Boston Red Sox June 2003 - October 2009
State Street Bank November 2007 - August 2009
Lankler Siffert & Wohl LLP August 2006 - August 2007
Education
Williams College 2004 — 2006
Columbia College (NY) 2002 — 2004
University of California, Los Angeles
Professional Program in Producing
Harvard Pilgrim Health Care July 2014 - Present
Dedham Savings June 2012 - July 2014
State Street Bank November 2007 - May 2010
Investors Bank & Trust October 2006 - November 2007
Investors Bank & Trust January 2006 - October 2006
State Street Bank August 2003 - January 2006
Education
Curry College 2006 — 2008
Masters, Business
Curry College 1999 — 2003
Bachelor, Business Management
Sovereign Bank July 2011 - Present
Tele Diaspora May 2003 - Present
State Street Bank March 2009 - June 2011
Skills
French, Branch Management, Outlook, Consumer Lending, Microsoft Office, Mortgage Lending, Event Management, Public Speaking, Process Improvement, Retail Banking, Marketing Strategy, AML, Call Centers, Microsoft Word, Team Leadership, Insurance, Marketing, Research, Credit, Small Business, Lines Of Credit, Project Planning, FHA, Business Analysis, Portfolio Management, Leadership Development, Social Media, Fundraising, Budgets, Microsoft Excel, English, Coaching, PowerPoint, Branch Banking, Core Banking, Strategic Planning, Customer Service, Credit Analysis, Loans, Relationship Management, Cross Selling, Adobe Creative Suite, Banking, Non-profits, Policy, Photoshop, Project Management, HTML, Deposits, Teaching
Education
Curry College 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Curry College 2003 — 2007
Bachelor of Arts (B.A.), Finance & Business Management
Simmons College
BSN, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
RBS Citizens October 1999 - Present
State Street Bank June 1997 - October 1999
Skills
Lifesciences, Biotechnology, Medical Devices, Mergers & Acquisitions, Business Development, Competitive Analysis, Cross-functional Team..., Due Diligence, Finance, Financial Analysis, Life Sciences, Portfolio Management, Product Launch, Start-ups, Strategy, Venture Capital
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1984
MBA, Business Administration
Denison University 1974 — 1977
B.A., Economics
Kingswood-Oxford School 1967 — 1973
High School, General
State Street Bank June 2001 - Present
Boston Financial Data Services June 2001 - Present
FleetBoston Financial 1999 - 2001
Bank of Boston 1988 - 1999
Devine Millimet & Branch 1985 - 1988
Skills
Securities, Mutual Funds, Financial Services, Corporate Governance, Corporate Law, Contract Negotiation, ERISA, AML, Relationship Management
Education
Emory University School of Law 1982 — 1985
JD, Law
Cornell University 1977 — 1981
B.A., Psychology
Discover Financial Services July 2014 - Present
State Street Bank August 2011 - July 2014
Novartis Pharmaceuticals June 2010 - November 2010
Tata Consultancy Services October 2007 - August 2009
Tata Consultancy Services October 2005 - October 2007
Skills
Valuation, Financial Analysis, Forecasting, Financial Modeling, Process Improvement, Corporate Finance, Equity Valuation, Equity Research, Investment Banking, Portfolio Management, Treasury Management, Capital Markets, Strategic Financial..., Mergers, Due Diligence, Finance, Capital Budgeting, Financial Reporting, Risk Management, Bloomberg, Leadership, Analysis, Strategy, Liquidity
Education
CFA Institute 2012 — 2012
CFA Level 2 candidate
Northeastern University - Graduate School of Business Administration 2009 — 2011
MBA, Finance
Institute Of Technology And Management 2001 — 2005
Bachelor of Engineering, Information Technology
Surf and Turf Global, LLC dba Sara Cowgill Photography 2015 - Present
Jeni's Splendid Ice Creams June 2014 - Present
Fresh & Easy June 2014 - June 2015
Northrop Grumman Corporation July 2013 - June 2014
Silk Road Pearls, LLC June 2010 - June 2013
Northeastern University August 2009 - January 2012
State Street Bank January 2011 - June 2011
Hamilton Sundstrand June 2010 - December 2010
Urban Outfitters May 2006 - June 2009
The Cleveland Museum of Art January 2008 - May 2009
Skills
Microsoft Office, Process Improvement, Data Analysis, Financial Analysis, Strategic Planning, Microsoft Excel, Business Strategy, Budget, Budgets, Supply Chain Management, Analysis, Management, Vendor Management, Business Planning, Procurement, Sourcing, Project Management, Supply Chain, SAP, Cross-functional Team..., Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2012
MBA, Marketing, Supply Chain Management
Lehigh University 2004 — 2008
BA, Design Arts, Marketing
Kenston High School 2000 — 2004
Denver Housing Authority August 2014 - Present
State Street Bank June 2013 - Present
The Next Step Realty February 2014 - June 2014
State Street June 2012 - August 2012
Colorado College September 2010 - 2012
Centura Health July 2011 - August 2011
Beth Israel Deaconess Medical Center June 2009 - August 2009
Skills
Securities, Microsoft Excel, Economics, Commercial Real Estate, Real Estate Financing, Mortgage Backed..., College Athletic..., EMT
Education
Colorado College 2010 — 2014
Economics
Buckingham Browne & Nichols 2007 — 2010
High School Diploma
Mizuho Securities Co., Ltd. April 2013 - Present
Cognizant Technology Solutions October 2012 - 2013
HSBC Securities 2011 - 2012
State Street Bank April 2005 - July 2011
AC MOORE July 2004 - April 2005
Skills
Bloomberg Terminal, Advent Geneva, Multi Currency Horizon, NTAS, Partner, Microsoft Office, Microsoft Excel, MS Project, Windows 7, Mac OS, Lotus Notes, Financial Accounting, Business Analysis, Process Improvement, Hedge Funds, Account Reconciliation, Mutual Funds, Bloomberg, Accounting, Equities, Securities, Finance, Management
Education
New Jersey Institute of Technology 2011 — 2013
Master of Business Administration (MBA), 3.87
New Jersey Institute of Technology 2002 — 2004
Bachelor of Science (BS), Business Administration and Management, General, 3.5
County College of Morris 1999 — 2001
Associate of Science (A.S.), Business Management, General, 3.3
YDesign Group 2013 - Present
Delivery Agent, Inc. 2007 - 2013
Wells Fargo 2006 - 2007
RedEnvelope, Inc. 2003 - 2006
RedEnvelople, Inc. 2001 - 2003
RedEnvelope, Inc. 2000 - 2001
State Street Bank 1998 - 2000
Skills
Online Marketing, Marketing Strategy, Market Analysis, E-commerce, Analytics, Online Advertising, Digital Marketing, Marketing, Mobile Marketing, Entrepreneurship, Social Media Marketing, CRM, User Experience, Cost Reduction Solutions, Merchandising, Leadership, Email Marketing, Web Analytics, New Business Development, Omniture, Strategic Partnerships, SEM, Sales, PPC, Strategy, Customer Acquisition, SEO, Product Marketing, Digital Strategy, Mobile Devices, Multi-channel Marketing, Interactive Marketing, Start-ups, Integrated Marketing, Affiliate Marketing, Digital Media, Lead Generation, Brand Development, Management, Web Marketing, Display Advertising, Go-to-market Strategy, Product Management, Direct Marketing, Brand Management, Competitive Analysis, Google Analytics, Segmentation
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2007
MBA, General Management
Columbia University - Columbia Business School 2006 — 2007
MBA, General Management
Middlebury College 1994 — 1998
BA, History
State Street Bank June 2000 - Present
Skills
Risk Management, Mutual Funds, Account Reconciliation, Fund Accounting, Management, Bloomberg, Securities, Fixed Income, Financial Analysis, Equities, Investments, Finance, Accounting, Financial Reporting, Microsoft Excel, Credit Analysis
Education
Columbia College 1993 — 1995
Bachelor of Science, Business Administration (Accounting)
University of Missouri-Columbia 1988 — 1991
Bank of America Merrill Lynch February 2014 - Present
Goldman Sachs January 2010 - January 2014
Goldman Sachs January 2008 - December 2009
BNY Mellon July 2006 - December 2007
State Street Bank October 2005 - June 2006
Skills
Settlement, Banking, Corporate Actions, Bloomberg
Education
Suffolk University 2007 — 2009
Master of Science (MS), Finance, General
College of the Holy Cross 2000 — 2005
Bachelor of Arts (BA), Economics
State Street Bank March 2006 - Present
Skills
Mutual Funds, Hedge Funds, Financial Services, Private Equity, Alternative Investments, Asset Management, Fixed Income, Securities, Equities, Project Management, Business Transformation, Bloomberg, Fund Accounting, Strategy, Derivatives, Business Analysis
Education
Colby College 1976 — 1980
BS, Business Administration
Madgett & Peterson, LLC 2014 - Present
United States Air Force 2009 - 2014
Dorsey & Whitney LLP 2006 - 2008
Merrill Lynch 2005 - 2006
Johnson & Johnson 2004 - 2005
State Street Bank 2002 - 2003
Skills
Civil Litigation, Litigation, Legal Writing, Legal Research, Commercial Litigation, Intellectual Property, Corporate Law, Mediation, Employment Law, Defense, Courts, Criminal Law, Trials, Westlaw, Licensing, International Law, Appeals, Arbitration, Bankruptcy, Due Diligence, Corporate Governance, Mergers & Acquisitions
Education
University of Virginia School of Law 2006 — 2009
Juris Doctor, Law
Colgate University 2000 — 2004
B.A., Math, Economics
State Street Bank October 2009 - Present
Skills
SQL, Windows Server, Disaster Recovery, Data Center, Virtualization, Microsoft SQL Server, Windows 7
Education
Columbia University in the City of New York 2000 — 2004
Political Science
Benchmark Senior Living June 2014 - Present
Americare at Home Inc August 2009 - May 2014
Altranais Home Care LLC January 2012 - February 2014
Cambridge Health Alliance April 2012 - January 2013
Granite Medical Group October 2011 - November 2011
State Street Bank November 2007 - December 2009
Eliot Community Human Services August 2006 - August 2007
Shareholder.com- A NASDAQ company July 2006 - January 2007
College of the Holy Cross September 2003 - November 2004
Choate, Hall & Stewart June 2003 - August 2003
Skills
Marketing Communications, PowerPoint, Microsoft Word, Team Leadership, Team Building, Teamwork, Management, Customer Service, System Administration, Sales, Strategic Planning, Microsoft Excel, Microsoft Office, Windows, Social Media, Editing, Outlook, Epic Systems, Research, Analysis, Financial Accounting, Economics, Healthcare Management, Health Policy, Health Information..., Health Economics, Public Health..., Account Management, Quality Management, Quality Assurance, Healthcare Information..., health ethics and law, Access, Healthcare, Hospitals, Clinical Research, Policy, Nursing, Data Entry, Cpr Certified, Data Analysis, Nonprofits, Home Care, Patient Safety, Case Management, Administration, Project Management, HIPAA, Databases, Quality Improvement
Education
Regis College 2010 — 2011
Masters of Science in Health Administration, Health/Health Care Administration/Management
College of the Holy Cross 2002 — 2006
Bachelor of Arts in Sociology and Anthropology, Sociology and Anthropology
West Roxbury High School 2000 — 2002
High School Diploma, High School/Secondary Diplomas and Certificates
State Street August 2013 - Present
State Street Corporation August 2005 - August 2013
State Street January 2003 - January 2005
State Street Bank January 1998 - January 2003
Skills
Project Management, Team Building, Vendor Management, Business Continuity, Risk Management, Financial Services, Incident Management, Event Planning, Plannning, Customer Relationship..., Skills / Application..., Problem Analysis and..., Incident Management..., Report Preparation and..., Event Simulation..., Strong Written and..., Client Relationship..., Training, Change Management, SDLC, CRM, Business Analysis, Business Continuity..., Budgets, Employee Relations, Process Improvement, Program Management, Analysis, ITIL, Project Portfolio..., Data Analysis, Fund Accounting, Visio, Software Documentation, Disaster Recovery, Operational Risk..., Security, Governance, Project Planning, Risk Assessment, Requirements Gathering, PeopleSoft, Business Process..., Auditing, Banking, Management, PMP, Access, Data Center, IT Management
Education
College of Charleston 1995 — 1998
University of Massachusetts 1994 — 1995
Liberal Arts
Emanuel College 1993 — 1994
Meteorix April 2015 - Present
State Street Bank October 2013 - April 2015
State Street Bank June 2009 - August 2012
Skills
Microsoft Excel, Workday, Financial Services, Data Analysis, Bloomberg Terminal, PowerPoint, Microsoft Word, Outlook, Microsoft Office, MCH, SQL Navigator, Reuters
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Business Administration and Management, General
East Bridgewater High School 2005 — 2009
State Street April 2013 - Present
NDM Legal May 2012 - April 2013
RBC Global Asset Management December 2009 - September 2011
Bank of America August 2006 - December 2009
State Street Bank July 1998 - July 2006
Goodwin Procter LLP September 1995 - July 1998
Skills
Hedge Funds, Investment Management, Infrastructure, Alternative Investments, Asset Managment, Private Equity, Securities, Investments, Equities, Due Diligence, Investment Advisory
Education
Cornell Law School 1992 — 1995
JD
Tufts University 1988 — 1992
BA, History and Classics
Compliance Discovery Solutions May 2014 - Present
Google via Adecco Group July 2013 - April 2014
Epiq Systems May 2013 - July 2013
Update Legal October 2012 - April 2013
State Street October 2010 - May 2011
Jeruchim & Davenport LLP April 2010 - October 2010
State Street Bank October 2007 - August 2008
State Street Bank January 2007 - October 2007
State Street Bank March 2006 - January 2007
Cornell and Gollub May 2004 - August 2004
Skills
Microsoft Excel, Research, Access, Pricing, Mutual Funds, Securities, Fixed Income, Bloomberg, Equities, Investments, Asset Managment, Alternative Investments, Financial Services, Relativity, recommind, Legal Discovery, Electronic Discovery, Litigation, Legal Writing, Risk Management, Financial Analysis, Legal Research
Education
Suffolk Law School 2008 — 2011
J.D., Law
College of the Holy Cross 2001 — 2005
B.A., History
Bergen Catholic
Tyco International February 2013 - Present
Tyco Fire Protection July 2011 - February 2013
Tyco Fire Protection November 2008 - July 2011
GE Infrastructure, Water & Process Technologies January 2006 - November 2008
GE June 2004 - January 2006
Unilever HPC June 2003 - August 2003
Avicon, Inc. April 1998 - June 2001
Cambridge Technology Group / C-bridge Internet Solutions April 1997 - May 1998
Graphic Systems, Inc. October 1995 - April 1997
State Street Bank September 1994 - October 1995
Skills
Acquisition Integration, Business Development, Business Planning, Business Strategy, Leadership, Product Development, Product Management, Six Sigma, Start-ups, Strategy, Market Research, Marketing Strategy, Mergers, Operations Management, Supply Chain Management
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Marketing & Finance
Cornell University 1990 — 1994
BS, Human Factors Design & Engineering
Morgan Stanley Private Wealth Management October 2012 - Present
Cambridge Associates July 2010 - June 2012
Cambridge Associates February 2008 - July 2010
State Street Bank April 2007 - February 2008
State Street Bank July 2004 - April 2007
Skills
Thomson Datastream, Dealogic, Microsoft Excel, Blomberg L.P., FactSet Research Systems, Barclays Point, BofA Merrill Lynch..., J.P. Morgan...
Education
Colby College 2000 — 2004
BA, Geology
Delbarton High School 1996 — 2000
State Street Bank November 2012 - June 2014
Mercer April 2009 - June 2012
Mercer Trust Company 2005 - 2009
Putnam Investments 2000 - 2004
Putnam Investments 1999 - 2000
Skills
Business Planning, Contract Negotiation, Event Planning, Fundraising, Team Leadership, Mentoring, Risk Management, Vendor Management, Team Building, Business Continuity..., Leadership, Cross-functional Team..., Process Improvement, Policy, Financial Services, Change Management, Strategy, Defined Contribution, Outsourcing, Employee Benefits, Performance Management, Defined Benefit, Investments, Pension Administration, Management, Mutual Funds, Business Process..., Business Continuity, 401k, ERISA, Business Analysis, Risk Assessment, Relationship Management, Project Management
Education
Northeastern University - Graduate School of Business Administration
MBA
University of Massachusetts, Amherst
BA, Economics and Accounting
Market Street Settlement Group June 2011 - Present
Title Resource Group June 2011 - Present
Mid-Atlantic Settlement Services August 2007 - June 2011
Market Street Settlement Group March 2005 - August 2007
Massey and Massey, PLLC January 2004 - March 2005
Market Street Settlement Group November 1997 - March 2005
State Street Bank October 1995 - October 1997
Skills
Mergers, Real Estate, Short Sales, Sellers, Home, Title Insurance, Title Companies, Real Estate Transactions, Residential Homes, Condos, REO, Mergers & Acquisitions, Relocation, Buyer Representation, First Time Home Buyers, Commercial Real Estate, Buyers, Investors, Loans
Education
Suffolk University Law School 1999 — 2003
JD
College of the Holy Cross 1991 — 1995
BA
Trinity High School 1987 — 1991
HS Diploma
State Street November 2013 - Present
State Street Bank January 2010 - Present
State Street Bank July 2008 - January 2010
Skills
Bloomberg, Fixed Income, Equities, Mutual Funds, ETFs, Investments, Financial Services, Asset Managment, Financial Markets
Education
Connecticut College 2004 — 2008
BA, Economics, Government
Brooks School 2001 — 2004
Diploma
Tricension May 2015 - Present
Self February 2002 - Present
State Street Bank 2014 - 2015
Iris Data Services, Inc. 2013 - 2014
Columbia Sportswear 2012 - 2013
Portland State University 2011 - 2012
Portland State University 2009 - 2012
Portland State University 2010 - 2011
MDC Research 2009 - 2011
AT&T Mobility 2007 - 2009
Skills
Management, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Training, Public Speaking, Databases, Photoshop, SAP, JD Edwards, Presentation Skills, Statistical Data..., Quality Assurance, Excel Dashboards, MS Excel Pivot Tables, Business Objects, Oracle, SQL, InDesign, Red Hat Linux, Linux Desktop, SOP Development, Sarbanes-Oxley Act, IFRS, GAAP, Full Life Cycle..., Financial Accounting, Cost Accounting, Corporate Financial..., PowerPivot, Access, Database Design, Lean Six Sigma, English, SharePoint, ERP, Visio, Analysis, Time Management, Team Building, Customer Service, MCH, Shell Scripting, Business Analysis, Social Networking, Social Media
Education
Portland State University 2010 — 2012
Post-Baccalaureate Certification in Accounting, InfoSys emphasis
Portland Community College 2009 — 2010
Accounting and Fine Arts
University of North Carolina at Wilmington 2001 — 2004
Bachelor of Arts (B.A.), Communication Studies
Craven Community College 1999 — 2002
Communication Studies and Fine Arts Dual Major
Mayflower Hill Capital February 2014 - Present
Volition Capital June 2015 - August 2015
Unum January 2015 - February 2015
State Street Bank June 2014 - August 2014
Impact Power Technologies LLC June 2011 - August 2013
Sandlot Summer Baseball Camp June 2009 - August 2011
Skills
Economics, Microsoft Word, Leadership, Data Analysis, Research, Stata, Microsoft Excel, Market Analysis, Writing, Social Media, Mathematics, Statistics, Bloomberg Terminal, Essbase, SaaS, Salesforce.com, Capital IQ, PowerPoint, Finance
Education
Colby College 2012 — 2016
Bachelor of Arts (B.A.), Economics w Financial Markets focus
Hingham High School 2009 — 2012
High School
State Street Bank April 1999 - Present
Skills
Sales, Public Speaking, Customer Service, Team Building
Education
Curry College 2014 — 2016
Master's degree, Criminal Justice/Police Science
Algonquin College, Ottawa, Canada 1996 — 1997
Associate Degree, Regulatory Law Administrations.
International law institute, Georgetown universu 1994 — 1995
Post grad., Procurement and Contract Negotiation
BA Law school 1989 — 1993
BA, Business Law
StatPro September 2013 - Present
Glynn Hospitality Group May 2009 - Present
State Street Bank January 2013 - September 2013
ING Financial Partners August 2012 - January 2013
SourceOne, Inc (DE) May 2008 - May 2009
Skills
Marketing, Customer Satisfaction, Microsoft Office, Series 6, 63, Life and..., Microsoft Excel, Customer Service, Email Marketing, Marketing Communications, Organizational Structure, Multitasking Skills, Goal Oriented, Dependable Team Player, Financial Analysis, CRM, Cloud Computing, Financial Reporting, Management, Sales, Investments, Business Development, Asset Management, Analysis, Strategy, Financial Services, Portfolio Management
Education
Curry College 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Graduated : Magna Cum Laude: awarded for a GPA of 3.89
Austral-IS, Inc March 2010 - Present
COBOL-IT March 2010 - Present
Micro Focus May 2007 - May 2009
Acucorp, Inc. 1991 - 2007
State Street Bank September 1987 - August 1990
Skills
COBOL, PL/1, Product Management
Education
Cornell University 1977 — 1980
None, Romance Languages
Dartmouth College 1972 — 1976
B.A, Romance Languages
Apple April 2015 - Present
Apple October 2013 - April 2015
Bank of America May 2010 - October 2013
Deloitte Consulting December 2008 - May 2010
State Street Bank February 2006 - December 2008
Harvard Graduate School of Education September 2007 - January 2008
StateStreet Bank 2006 - 2008
Deloitte Consulting 2004 - 2006
Cognizant March 2003 - October 2003
SSA Global 2002 - 2003
Skills
Enterprise Architecture, SOA, SDLC, Java, XML, Integration, Web Services, Architecture, EAI, Websphere, Solution Architecture, Software Project..., Web Applications, IT Strategy, Weblogic, SQL, IBM Certified SOA..., Middleware, Struts, PL/SQL, Application Architecture, JDBC, ESB, Sun Certified..., J2EE, Spring, Hibernate, Unix, Tomcat, Eclipse, WebSphere Application..., IBM Certified..., JMS, EJB, JSP, Agile, Servlets, DB2, UML, JBoss, Application Development, SOAP, AJAX, Databases, Solaris, OOAD, JavaScript, Linux, Project Management, Hands-on Technical...
Education
Harvard University 2005 — 2008
Masters, Information Systems Management
Harvard University Graduate School of Education 2005 — 2008
Masters, Information Systems Management
College of Engineering, Trivandrum 1992 — 1996
BTECH, Applied Electronics
Hub International March 2010 - Present
Dog Paw Pottery 1994 - Present
State Street Bank August 2004 - February 2009
State Street Bank (Legacy IBT) August 1999 - August 2004
Tucker Anthony Inc. September 1994 - August 1999
Skills
Employee Benefits, Insurance, Risk Management, Financial Services, Series 7, Asset Managment, Series 63, Process Improvement, Underwriting, Banking, Brokers, Equities, Fixed Income, CRM
Education
Wharton School, University of Pennsylvania 2012 — 2015
CEBS, GBA (Group Benefit Associate); RPA (Retirement Plans Associate)
Katharine Gibbs School 1979 — 1980
Colby-Sawyer College 1974 — 1976
AAS, Liberal Arts
Court September 2014 - Present
United States Bankruptcy Court January 2014 - May 2014
The Hartford September 2013 - November 2013
Eaton Vance May 2013 - August 2013
Office of Gov. Dannel Malloy January 2013 - May 2013
Connecticut Judicial Branch May 2012 - August 2012
State Street Bank July 2009 - September 2011
State Street June 2008 - August 2008
State Street June 2007 - August 2007
Education
The University of Connecticut School of Law 2011 — 2014
J.D.
College of the Holy Cross 2005 — 2009
BA
Eastern Bank July 2003 - Present
State Street Bank 1990 - 2002
Deak International 1981 - 1990
Deak-Perera 1977 - 1981
Skills
Foreign Exchange, Banking, Economics, Loans, Trading, Bonds, Credit Analysis, Capital Markets, Equities, Financial Services, Fixed Income, Investments, Securities, Portfolio Management, Commercial Banking, Small Business Lending, Commercial Lending
Education
Connecticut College
Bachelor's degree, Gov't/Economics
Self-employed 2003 - Present
Registration Technologies June 2005 - December 2012
State Street Bank December 1998 - June 2003
Skills
Customer Service, Adobe, Marketing, Domain Registration, Consulting, Landscape Design, Graphic Design, Photoshop, Logo Design, Office Management, Interior Design, Illustrator, Landscaping, Video Editing, Video Production, Layout, Leadership, Adobe Acrobat, Adobe Creative Suite, Training, Social Media, Creative Direction, Illustration, Art
Education
Community College of Rhode Island
Associate of Science (AS), Fine and Studio Arts
The Art Institute of Pittsburgh-Online Division
Bank of America May 2013 - Present
Sherpa September 2010 - May 2013
Wells Fargo Financial September 2007 - September 2010
Fidelity Brokerage Technology Company December 2006 - September 2007
State Street Bank November 2005 - November 2006
State Street Bank October 2003 - December 2005
State Street Bank January 2001 - October 2003
Skills
Six Sigma - Yellow Belt, SDLC, Process Improvement, Vendor Management, PMO, Business Analysis, Project Management, Business Process..., Visio, Financial Services, Business Requirements, Requirements Gathering, Requirements Analysis, Program Management, Six Sigma, Software Documentation
Education
College of Charleston 1997 — 1999
BA, Biology
Presbyterian College 1995 — 1997
General Studies
Hillcrest High School
State Street Bank March 2012 - Present
Commonwealth of Massachusetts; Registry of Motor Vehicles (RMV) February 2012 - March 2012
Northeastern University September 2011 - December 2011
The Massachusetts Convention Center Authority (MCCA) June 2010 - May 2011
SNL Financial June 2006 - July 2009
Skills
Financial Modeling, Financial Analysis, Analytics, Competitive Analysis, Data Analysis, Strategy, Corporate Finance, Forecasting, Economics, Due Diligence, Microsoft Excel, Quantitative Analytics, Financial Reporting, Finance, Business Objects, Strategic Planning, Leadership, Process Improvement, Business Planning, Statistics, Economic Research, Research, Pricing, Valuation, Market Data, Crystal Reports, M&A Modeling, Data Modeling, Market Intelligence, Executive Reporting, Business Transformation, HR Analytics, Tableau, Data Visualization, Organizational Design
Education
Northeastern University - Graduate School of Business Administration 2009 — 2012
MBA, Finance
Mount Holyoke College 2002 — 2006
Bachelor of Arts, Economics, Complex Organizations/Organizational Behavior
EMC October 2013 - Present
J.P. Morgan September 2013 - October 2013
Upromise Investments, INC August 2013 - September 2013
Citizens Bank September 2012 - May 2013
Santander Bank, N.A. February 2012 - September 2012
MetLife March 2010 - February 2012
The Bank of New York Mellon November 2005 - February 2009
State Street Bank March 2003 - November 2005
Skills
Financial Analysis, Management, Budgets, Analysis, Business Analysis, Forecasting, Finance, Portfolio Management, Financial Reporting, Investments, Project Management
Education
Northeastern University - Graduate School of Business Administration 2008 — 2014
M.B.A., Concentration in Asset Management & Investments
Northeastern University 2000 — 2007
Graduate Certificate, Financial Markets & Institutions
University of Massachusetts, Amherst 1998 — 2000
B.A., Economics
Sacred Heart School 1991 — 1994
diploma
Dassault Systemes - SIMULIA R&D January 2011 - Present
CIBER July 2009 - January 2011
Fidelity Investments July 1995 - January 2009
Chipcom 1994 - 1995
State Street Bank 1993 - 1994
Electric Boat 1986 - 1993
Skills
XML, Web Services, Java, Enterprise Software, OOP, Agile Methodologies, Unix, Linux, Visual Studio, Microsoft SQL Server, Web Applications, Java Enterprise Edition, Web Development
Education
Rensselaer Polytechnic Institute at Hartford 1992 — 1993
CIS
Roger Williams University 1987 — 1991
BS, Computer Engineering
Community College of Rhode Island 1984 — 1986
AS, Electrical Engineering Technology
Providence College September 2011 - Present
State Street Bank June 2014 - August 2014
Camp InteractionsCAMP INTERACTIONS June 2012 - August 2012
Skills
Human Resources, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Research, PeopleSoft, Recruiting, Onboarding, Teamwork, Time Management, Strategic Planning, PowerPoint
Education
Providence College 2011 — 2015
Bachelors, Health Policy Management
Colby-Sawyer College
Wingate Wealth Advisors 1999 - Present
State Street Bank January 1994 - September 1998
Bay Bank 1993 - 1994
Skills
Strategic Financial..., Investment Strategies, Asset Allocation, Manager Selection, Client-centric..., Research / Financial..., Create Financial..., Client Consulting /..., Portfolio Management, Business Intelligence, Mutual Funds, Persuasive & Articulate..., Investments, Financial Services, Asset Management, Financial Advisory, Wealth Management
Education
College for Financial Planning 2007 — 2009
Certified Financial Planner, CFP
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), History
State Street Bank August 2008 - Present
State Street Bank January 1999 - August 2008
Home Loan Investment Bank October 1996 - January 1999
Skills
Mutual Funds, Bloomberg, Economics, Microsoft Office, Microsoft Excel, Accounting, Management, Fixed Income, Financial Services, Team Management, Equities, Securities, Investments, Derivatives, Portfolio Management, Alternative Investments, Client Relations Skills, Hedge Funds, Banking, Budgets, Asset Management, Relationship Management, Cost Accounting, Financial Markets, Financial Analysis, Risk Management, Capital Markets, Project Management, Microsoft Word, Global Custody, Finance
Education
University of Rhode Island 1988 — 1993
Bachelor of Science (B.S.), Economics
Community College of Rhode Island 1993 — 1996
Computer Programming/Programmer, General
L.A. Care Health Plan November 2012 - December 2013
DIRECTV May 2012 - November 2012
Western Asset Management December 2011 - May 2012
Deloitte Consulting January 2009 - November 2011
State Street Bank November 2007 - January 2009
Wipro Technologies 2004 - 2007
Skills
Erwin, Data Modeling, Informatica, PL/SQL, Shell Scripting, Unix, JSP, Oracle Reports, Oracle Developer 2000, Dimensional Modeling, SQL*Plus, Star Schema, Project Implementation, Metadata, ETL, OLTP, Data Models, SQL Tuning, Data Mapping, Unix Shell Scripting, Oracle SQL, Data Integration, Master Data Management, Oracle Financials, Data Warehousing, Oracle Application..., SQL, Toad, Oracle SQL Developer
Education
Cochin University of Science and Technology 1995 — 1998
Master of Science
Church & Dwight, Co., Inc. July 2013 - Present
Johnson & Johnson December 2011 - July 2013
Johnson & Johnson June 2010 - December 2011
Johnson & Johnson May 2007 - June 2010
Johnson & Johnson February 2004 - May 2007
Johnson & Johnson February 2002 - February 2004
Johnson & Johnson July 1999 - February 2002
State Street Bank July 1994 - July 1997
Skills
Segmentation, Pricing, Product Development, Advertising, Global Marketing, Full P&L Responsibility, Product Launch, People Development, Turnaround Experience, Aquisition, Business Planning, Strategic Planning, Marketing Strategy, Cross-functional Team..., Consumer Products, P&L Management, Market Development, Strategy, Forecasting, Brand Management, Medical Devices, Leadership, Positioning, Brand Equity, Competitive Analysis, Customer Insight, Marketing Management, Market Planning, Market Analysis, Marketing, Product Marketing, Marketing Research, Oncology, Product Innovation, Myers-Briggs Certified, Pharmaceutical Industry, FMCG, Commercialization
Education
College of the Holy Cross
BA, Economics
Wake Forest University - Babcock Graduate School of Management
MBA, Marketing
DRW Trading Group January 2015 - Present
Chopper Trading, LLC August 2014 - January 2015
State Street Bank June 2013 - August 2013
Winthrop Financial June 2012 - September 2012
Skills
Microsoft Excel, Bloomberg Software, Zack's Research System, Research, PowerPoint, Financial Modeling
Education
Cornell University 2010 — 2014
Bachelor of Science (B.S.), Applied Economics and Management
Canisius High School 2006 — 2010
Wells Fargo June 2015 - Present
Wells Fargo July 2012 - June 2015
TUDOR INVESTMENT CORPORATION June 2011 - August 2011
State Street Bank June 2010 - August 2010
State Street Bank June 2009 - August 2009
Spectrum Equity Investors March 2008 - May 2008
Skills
Valuation, Financial Modeling, Bloomberg, Asset Managment, Capital Markets, Economics, Financial Analysis, Private Equity, Investment Banking, Data Analysis, Microsoft Excel, Mergers, PowerPoint, Research, Microsoft Office
Education
Columbia University in the City of New York 2008 — 2012
B.A., Economics
Roxbury Latin School 2003 — 2008
Tutor Doctor September 2011 - Present
Bootcamp Challenge June 2012 - December 2012
State Street Bank 2007 - 2011
Action Property Management 2005 - 2007
HEILBrice 2003 - 2005
Navigant 2003 - 2004
Turville Photography 2000 - 2003
Skills
Budgets, Strategic Planning, Microsoft Excel, Customer Service, Marketing, Team Building, Microsoft Office, Team Leadership, Financial Analysis, Microsoft Word, Analysis, New Business Development, Coaching, Public Speaking, Leadership Development, Leadership, Teaching, Marketing Strategy, PowerPoint, Finance
Education
Concordia University-Irvine 2002 — 2006
B.A., Business Administration: Managment
Eversource Energy March 2010 - Present
NSTAR Gas & Electric January 2008 - March 2010
State Street Bank January 2003 - October 2005
State Street January 2000 - December 2003
Skills
Financial Analysis, Financial Modeling, Forecasting, PeopleSoft, Analysis, Access, Electricity Markets, Financial Reporting, tm1, Accounting, Oracle Financial, E-Learning, Crystal Reports, Acorde, Process Improvement, Account Reconciliation, Risk Management, Sarbanes-Oxley Act, Accruals, PowerPoint, Financial Forecasting, Budgets, Variance Analysis, TM1, Management, Finance, General Ledger, Contract Management, Financial Accounting, Microsoft Excel, Cash Flow, Invoicing, Project Finance, Project Management, Business Analysis, Financial Statements, Payroll, Energy
Education
Curry College 1992 — 1997
Bachelor of Arts (B.A.), Business Management
TD Bank February 2004 - Present
SLP Capital 2000 - 2004
State Street bank 1990 - 1999
Skills
Middle Market, Loans, Credit, Commercial Lending, LBO, Finance, Commercial Mortgages, Cash Flow, Banking, Commercial Banking, Mergers, Asset Based Lending, Small Business Lending, Credit Analysis, Lines Of Credit, Security, Mergers & Acquisitions, Due Diligence, Recapitalizations, Financial Modeling, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, Finance
Colgate University 1974 — 1978
BA, Biology
State Street Bank November 2011 - Present
TD Securities March 2010 - October 2011
New York University May 2007 - March 2010
New York Life Insurance Company September 2004 - May 2007
Skills
Risk Management, Bloomberg, Fixed Income, Quantitative Analytics, Trading, Calypso, Tax Shelters, Teaching, Series 7, Series 63, VAR, Financial Risk, Analysis
Education
Cornell University 2006 — 2008
MBA, Finance
Indian Institute of Technology, Madras 1990 — 1994
B.Tech, Electronics and Communication Engineering
State Street Bank May 2014 - Present
Lyon Real Estate December 2011 - February 2013
City of Sacramento August 2008 - May 2012
California State University, Sacramento August 2011 - December 2011
Skills
Financial Analysis, Data Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Databases, Financial Modeling, Corporate Finance, Data Entry, Investment Properties, Leadership, Customer Service, Real Estate, Research
Education
California State University-Sacramento 2009 — 2012
(B.S.), Business Administration - Finance, 3.34
Cosumnes River College 2007 — 2009
Accounting and Business/Management
CLSA March 2015 - Present
Sterne Agee September 2014 - March 2015
AIG October 2013 - September 2014
AIG April 2012 - October 2013
AIG July 2010 - April 2012
Citco Fund Services October 2006 - July 2010
State Street Bank September 2004 - September 2006
Skills
Bloomberg, Financial Modeling, Business Analysis, Analysis, Accounting, Data Analysis, Risk Management, Financial Analysis, Insurance, Microsoft Office 2007, Financial Risk, Financial Reporting, Financial Services, Pivot Tables, Access, Vlookup, Fixed Income, Process Improvement, Credit Research, Sustainable Energy, Sustainability, Series 7, Series 63, Series 86, Series 87
Education
Columbia University in the City of New York 2013 — 2016
Master of Science (MS), Sustainability Management
College of the Holy Cross 2000 — 2004
Bachelor of Arts (B.A.), Economics
Scranton Prep
State Street Bank June 2009 - Present
Regions Financial Corporation July 2007 - May 2009
H&R Block January 2009 - April 2009
Skills
Account Reconciliation, Banking, Tax, Accounts Payable, Bank Reconciliation, Running, Dietetics/ Health and...
Education
College of the Ozarks 2003 — 2007
Bachelor of Arts (B.A.), Business Administration/ International
Sevastopol, Ukraine 2002 — 2003
MFS Investment Management November 2011 - Present
State Street Bank October 2009 - November 2011
Nordstrom October 2010 - January 2011
State Street Bank April 2008 - October 2009
Skills
Implementation Of..., Legal Research, Bloomberg, Finance, Mutual Funds, Financial Markets, Corporate Actions, Research, Sales, Fund Accounting, Securities, Financial Risk, Outlook, Microsoft Office, Financial Analysis, Bonds, Customer Service, Investments, Microsoft Word, Risk Management, Financial Modeling, Data Analysis, Equities, Public Speaking, Process Improvement, Corporate Finance, Analysis, Trading, Portfolio Management, Training, Microsoft Excel, Accounting
Education
University of Rhode Island 2005 — 2007
BA, Political Science
Community College of Rhode Island 2002 — 2004
AS, Law Enforcement
E-Motion Sports Massage April 2015 - August 2015
New Pterodactyl Leather September 2011 - October 2014
State Street Bank July 2008 - August 2014
Army National Guard October 2001 - October 2008
Trader Joe's August 2000 - August 2008
Skills
Microsoft Excel, Sales, Management, Customer Service, PowerPoint, Outlook, Leadership, Time Management, Microsoft Word, Analysis, Microsoft Office, Training, Research, Teamwork, Public Speaking, Team Leadership, Social Media, Team Building, Event Planning, Strategic Planning, Social Networking, Process Improvement, Deep Tissue Massage
Education
Cortiva Institute-Boston 2014 — 2015
Licensure - Massage Therapy, Massage Therapy/Therapeutic Massage, 3.9 GPA
Massasoit Community College 2006 — 2008
Associate's degree, English Literature and Children's Literature
Marshfield High School 1995 — 2000
High School Degree
Michael's Wine and Spirits 2001 - Present
Cesari and McKenna, LLP November 2014 - January 2015
Brown Brothers Harriman January 2014 - March 2014
State Street Bank 2012 - 2013
State Street Bank 2007 - 2012
Skills
Customer Service, Fund Accounting, Microsoft Excel, Mutual Funds, Financial Services, Pension Funds, Fund Of Funds, Bloomberg, Fundraising, Inventory Management, PowerPoint, Cash Flow, Microsoft Word, Account Reconciliation, Mony Market Funds, MCH, Cashiering, Accruals, NAV, Fund Services, Cash, Team Building, Impromptu Speaking, Smartstream TLM, Cash Management, Settlement, Billing Services, Retail, Wine & Spirits Industry, Beer, Liquor Stores, Craft Beer, Wine Sales, Alcoholic Beverages, Food & Beverage, Beverage Industry
Education
Endicott College 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, 3.57 GPA
Curry College 2002 — 2006
Bachelor's degree, Business Management with a Concentration in Accounting, 3.56 GPA
South Shore Vocational Technical High School
Quick Books
Northeastern University
HR Knowledge, Inc. August 2015 - Present
ISW Resources 2010 - Present
CareerEncore, Inc June 2014 - June 2015
Harvard Business School June 2012 - January 2014
smart-tek November 2011 - May 2012
Smart Staffing Service November 2008 - December 2009
BUZZ Newspaper October 2005 - June 2006
Renaissance Worldwide Inc April 1996 - September 2000
Meditech software April 1995 - April 1996
State Street Bank October 1994 - April 1995
Skills
Recruiting, Management, Technical Recruiting, Sourcing, Temporary Placement, Applicant Tracking..., Talent Acquisition, Databases, CRM, Professional Services, Consulting, Vendor Management, SDLC, SQL, Networking, Sales, Executive Search, Perl, System Administration, Benefits Negotiation, Salesforce.com, Enterprise Software, Interviews, Cloud Computing, Business Intelligence, SharePoint, Information Technology, Software Project..., Project Management, Business Systems ..., Microsoft Office, Microsoft Word, Network Administration, Internet Recruiting, Human Resources, Bullhorn, Powershell, ASP.NET, Big Biller, Pre/Post Sales Engineers, Network Security, Information Security, researcher, Customer Success Advisor
Education
Curry College 1992 — 1994
Bachelor's Degree, Business Administration and Management, General
Curry College 1990 — 1994
Bachelor's degree, Business Administration and Management, General
CVS Caremark Corporation April 2013 - Present
State Street Bank August 2010 - April 2013
RBS, Citizens Bank August 2008 - August 2010
Invensys February 2006 - August 2008
Ultra Electronics Ocean Systems, Inc August 2005 - January 2006
General Dynamics C4 Systems January 1997 - April 2005
Eastern Steel Products January 1994 - November 1997
Skills
Strategic Sourcing, Vendor Management, Procurement, Supplier Management, Global Sourcing, Contract Management, Organizational..., Managerial, Contract Negotiation, Management, Outsourcing, Sourcing, Strategy, Supply Chain, Supply Management, Process Improvement, Change Management, Leadership, Project Management
Education
Curry College 2005 — 2007
MBA, Business
Northeastern University 1993 — 1996
B.S., Legal Studies, Criminal Justice
Emagine October 2011 - Present
Self-employed October 2001 - Present
State Street Bank May 1999 - September 2001
State Street Bank May 1998 - January 1999
SYBASE, Inc. November 1997 - April 1998
Cornelia Connelly School September 1995 - June 1997
Richfood November 1994 - May 1995
Putnam Investments 1993 - 1994
John Hancock Life Insurance Company (U.S.A.) February 1989 - August 1992
D & N Systems/SQL Solutions November 1988 - February 1989
Skills
Lead Generation, PPC, Online Advertising, SEM
Education
Boston College 1990 — 1993
MST, Math/Education
College of the Holy Cross 1983 — 1987
BA, Mathematics
State Street November 2014 - Present
State Street Bank July 2013 - December 2014
College of the Holy Cross August 2009 - May 2013
GE Aviation May 2012 - August 2012
Federated Investors, Inc. May 2011 - August 2011
Federated Investors, Inc. May 2010 - August 2010
Skills
PowerPoint, Fund Accounting, Economics, Microsoft Excel, Outlook, Teamwork
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (BA), Economics
Upper St. Clair High School 2005 — 2009
ConocoPhillips 2012 - Present
Community National Bank September 2011 - June 2012
State Street Bank June 2011 - July 2011
Safari Golf Course June 2009 - July 2009
Education
Pittsburg State University 2009 — 2012
Cowley College 2007 — 2009
Associates of Science, Medical Technology
Pittsburg State University
Bachelor, Business Administration; Accounting
JPMorgan Chase & Co. October 2014 - Present
State Street Bank November 2012 - September 2014
State Street Bank April 2011 - October 2012
State Street Bank February 2010 - March 2011
State Street Bank October 2008 - February 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Budgets, Public Speaking, Editing, Strategic Planning, Accounting, Asset Management, Bloomberg
Education
Northeastern University 2011 — 2014
Masters in Business Administration, Finance
College of the Holy Cross 2004 — 2008
Bachelor of Arts (B.A.), Mathematics and Economics
State Street Bank April 2012 - Present
Fidelity Investments September 2005 - December 2011
Mount Hope Neighborhood Association September 2006 - June 2008
Citizens Bank November 2002 - June 2005
PwC September 1997 - November 2001
American Express Membership Banking February 2000 - August 2001
Citibank Financial Interactive Network September 1997 - January 2000
Atlantic Data Services January 1994 - August 1997
Rhode Island Hospital September 1991 - September 1994
State of Rhode Island January 1988 - September 1991
Skills
Training, SDLC, Business Process, MS Project, Program Management, Process Improvement, Integration, Project Management, Visio, Vendor Management, Requirements Gathering, Software Development, Data Analysis, COBOL, Software Project..., Strategic Planning, Unix, IT Strategy, Databases, Software Documentation, Testing, Business Analysis, Requirements Analysis, PMO, Project Portfolio..., Access, Business Requirements, Analysis, Networking, SharePoint, Oracle, Project Delivery
Education
Johnson & Wales University-Online 2011 — 2014
MBA, MBA, Global Business Leadership
University of Rhode Island 1984 — 1988
BA, Economics and Communications
Concordia University
CyrusOne June 2014 - Present
CyrusOne October 2012 - May 2014
TXU July 2011 - October 2012
MBA Investment Fund, LLC November 2009 - May 2011
Employees Retirement System of Texas 2010 - 2010
State Street Bank August 2005 - June 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
MBA
Colby College 2001 — 2005
LFHS
U Michigan Ross Bay Area Alumni Club December 2007 - Present
Consare Communications 2002 - Present
Zommet September 2008 - August 2009
Building Blocks May 2005 - November 2006
Colby Financial February 2004 - January 2005
Boomerang.com October 1997 - November 2002
Business Software Center (dba BSC, Inc) May 1992 - July 1997
Eli Lilly and Company 1991 - 1992
US Navy April 1983 - July 1989
State Street Bank January 1982 - February 1983
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA
US Navy Supply Corps School 1983 — 1984
Financial and Supply Management
Colby College 1977 — 1981
BA, economics
TIAA-CREF June 2014 - Present
State Street Bank August 2013 - May 2014
State Street Bank July 2012 - August 2013
Clemson University August 2009 - May 2011
Office of the Honorable John F. Kerry May 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Bloomberg, Account Reconciliation, Corporate Finance, Valuation, Private Equity, Hedge Funds, Distressed Debt, Banking, Databases, Managerial Finance, Capital Markets, Market Research, Financial Analysis
Education
Clemson University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Corporate Finance, 3.51
Clemson University 2008 — 2012
Bachelor's degree, Finance and Financial Management Services
PanAgora Asset Management July 2014 - Present
PanAgora Asset Management August 2013 - Present
PanAgora Asset Management July 2011 - July 2013
360 Huntington Fund September 2010 - 2013
State Street Bank July 2009 - July 2011
LPL September 2008 - January 2009
Northwestern Mutual May 2008 - August 2008
Skills
Portfolio Management, Investments, Mutual Funds, SQL, Trading Systems, Corporate Finance, Bloomberg, Financial Analysis, Asset Management, Equity Research, Finance, Economics, Equities, Asset Managment, Strategic Financial..., Leadership, Financial Modeling, Financial Risk, Hedge Funds, Valuation, Securities, Business Analysis, Analytical Skills, Fixed Income, Microsoft Office, Financial Planning, Marketing, Microsoft Excel, PowerPoint, Series 3, Equity Trading, Electronic Trading..., Foreign Exchange, Trading
Education
Northeastern University - Graduate School of Business Administration 2010 — 2014
Master of Business Administration (M.B.A.), Investments and Securities
Salve Regina University 2005 — 2009
Bachelor, Business Administration
New Fairfield High School 2001 — 2005
State Street June 2015 - Present
State Street April 2015 - June 2015
State Street October 2014 - April 2015
State Street September 2013 - October 2014
State Street June 2011 - September 2013
State Street Bank June 2010 - June 2011
State Street Global Advisors November 2003 - June 2010
Regal Cinema July 2001 - November 2003
Skills
Visio, SharePoint, Business Continuity, Security, Risk Management, Information Security, Outlook, Lotus Notes, Management, Risk Assessment, Disaster Recovery, Business Analysis, Technical Writing, Cross-functional Team..., PowerPoint, Process Flow..., Information Technology, Governance, Analysis, Business Process
Education
Northeastern University Boston 2001 — 2003
Master's, Technical and Professional Writing
College of Our Lady of the Elms 1986 — 1990
Bachelor of Arts (BA), English Language and Literature, General, 3.88
MasterCard December 2013 - Present
Visa January 2012 - December 2013
Accenture August 2010 - January 2012
Accenture November 2008 - August 2010
Brasilprev Seguros e Previdência S.A February 2007 - May 2007
State Street Bank August 2003 - March 2006
Skills
Business Development, Strategic Planning, Strategic Alliances, Marketing Strategy, Market Entry, Product Development, Mergers, Forecasting, Sales, Analytics, Channel, Business Strategy, Strategy, Management Consulting, Market Research, Mergers & Acquisitions, Competitive Analysis, Project Management, SQL, SAS, Program Management, Mobile Devices, Leadership, Management
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA, Corporate Strategy and Finance
IESE Business School 2008 — 2008
Exchange Program, International Business
Union College 1999 — 2003
B.S, Computer Information Systems
Czech Technical University in Prague 2002 — 2002
Exchange Program
Liberty Mutual Insurance March 2009 - Present
Royal Bank of Scotland October 2008 - March 2009
Wellington Management March 2007 - July 2008
Investors Bank & Trust 2004 - 2007
State Street Bank June 1997 - January 2003
Fidelity Investments January 1995 - May 1997
M&T Bank June 1991 - January 1995
Price Waterhouse May 1989 - June 1990
Citicorp - North America Investment Bank June 1986 - May 1989
Skills
Vendor Management, PMO, SDLC, Business Analysis, Process Improvement, Risk Management, PMP, Program Management, Project Management, Business Process..., Visio, Management, Project Portfolio..., Insurance, Portfolio Management, Mergers & Acquisitions, Acquisition Integration, Contract Negotiation, Planning Budgeting &..., Cross-functional Team..., Financial Services, Quality Assurance, Software Project..., Agile Methodologies, Business Process
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA
Cornell University 1983 — 1986
BS
JPMorgan Chase February 2003 - Present
JPMorganChase 2003 - Present
State Street Bank 1997 - 2000
Education
The Ohio State University 2000 — 2003
Colby College 1991 — 1995
B.A., Psychology
Internal Revenue Service November 2012 - April 2013
Fidelity Investments June 2008 - February 2011
State Street Bank February 1993 - November 2007
Skills
FX Options, Accounting, Commercial Paper, Repurchase Agreements, Federal Funding, Fund Accounting, Investment Banking, Tax Advisory, Fixed Income, Customer Service, Mutual Funds, Account Reconciliation, Financial Audits
Education
Northeastern University - Graduate School of Business Administration
Master of Science (MS)
University of Massachusetts at Lowell
Bachelor of Science (BS)
Dassault Systèmes 2014 - Present
Iron Mountain 2013 - 2013
State Street Bank 2012 - 2013
Affiliated Managers Group 2012 - 2012
Sun Life Financial 2008 - 2012
The Pentad Group 2005 - 2008
Old Mutual Asset Management 2000 - 2005
Skills
Accounting, Internal Audit, Revenue Recognition, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Modeling, Business Process..., Strategic Financial..., Risk Management, Auditing, Mergers, Financial Services, Sarbanes-Oxley, Business Analysis, Investments, Finance, Forecasting, Financial Planning
Education
Colgate University
BA, History & Economics
Northeastern University - Graduate School of Business Administration
MS, Accounting
Northeastern University - Graduate School of Business Administration
MS/MBA, Accounting & General Management
LoudDoor LLC March 2012 - Present
State Street Bank June 2008 - March 2012
PricewaterhouseCoopers August 1996 - May 2008
Skills
Strategy, Management, Business Strategy, Strategic Planning, Social Media Marketing, Marketing Strategy, Mergers & Acquisitions, Digital Marketing, Finance, Financial Modeling
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Alkermes April 2004 - Present
BlueWave Partners 1999 - 2004
Nortel Networks / Bay Networks 1996 - 1999
Wang Software 1995 - 1996
State Street Bank 1994 - 1995
Sun Microsystems 1988 - 1994
Analog Devices 1984 - 1988
Education
Cornell University
MILR, Industrial and Labor Relations
Penn State University
BA, Labor and Industrial Relations
State Street Bank July 2008 - Present
State Street Bank and Trust July 2006 - July 2008
State Street Bank July 2003 - June 2006
Skills
Equities, Bloomberg, Fixed Income, Trading, Hedge Funds, Derivatives, Securities, Capital Markets, Financial Services, Corporate Actions
Education
Cornell University 1997 — 2001
ABS Investment Mgmt July 2006 - Present
State Street Bank September 2003 - June 2006
Education
CAIA
Colgate University 1999 — 2003
Brunswick School 1996 — 1999
State Street Bank January 2007 - Present
State Street Bank 2007 - Present
State Street 2007 - Present
Education
College of the Holy Cross 1979 — 1983
State Street Bank February 2008 - Present
Fidelity Investments 2004 - 2007
Oxford Health Plans 2002 - 2004
Wal-Mart 1997 - 2004
Education
College of Our Lady of the Elms 1999 — 2001
Bachelor of Arts, Psychology
NHTI, Concord's Community College 1997 — 1999
Associates Degree, Mental Health
Pembroke Academy
Southern Maine Community College January 2014 - Present
Bowdoin College October 2002 - January 2012
Harvard College Fund, Harvard University 1999 - 2002
State Street Bank 1998 - 1999
Skills
Fundraising, Volunteer Management, Teaching, Nonprofits, Microsoft Office, Higher Education, Grant Writing
Education
Simmons College
MS
Colby College 1994 — 1998
AB
Santander Bank, N.A. January 2015 - Present
Quincy College September 2003 - Present
Eastern Nazarene College August 2012 - January 2015
Omgeo September 2011 - July 2012
Strategic Solutions Group February 2011 - September 2011
Interactive Data September 2010 - December 2010
State Street Bank June 2008 - September 2010
Fidelity November 2000 - May 2008
BankBoston 1995 - 2000
Skills
Program Management, Business Analysis, SDLC, Financial Services, Analysis, Project Management, Leadership, Risk Management, Process Improvement, Visio, Credit Risk, PMO, Software Project..., Management, Vendor Management, Data Analysis, Business Process, Integration, Finance, IT Strategy, Consulting, Change Management, PMP, Business Intelligence, Project Portfolio..., Business Process..., Software Development, Software Documentation, Scrum, SharePoint, Agile Project Management, Higher Education, Market Risk, Governance, Requirements Gathering, Project Planning, Information Technology, Infrastructure, Problem Solving, Business Process..., Trading Systems, Settlement, Information Security, premortem, mangement consulting, systems infrastructure, Information Security..., Curriculum Development, Team Leadership, ERP Implementations
Education
Quincy College
Human Resources Management Certificate
Northeastern University - Graduate School of Business Administration 2000 — 2003
Master of Business Administration (MBA)
University of Massachusetts Boston 1995 — 2000
BA, Economics
Mandarian Classes at N Quincy Community Center
State Street Bank October 2007 - Present
Oracle Corporation April 1996 - September 2007
Telesector Resources Group March 1988 - April 1996
Skills
PL/SQL, SQL, Visual Basic, Unix, Application Development, Linux, Solaris, Java, SDLC, Software Development, French, Spanish, Forecasting, Corporate Budgeting, Application Support, Spotfire, Khalix, Oracle Financial..., Business Intelligence, Data Warehousing, C++, Data Modeling, SSRS, Requirements Gathering, Business Analysis, Oracle, Oracle OLAP, Agile Methodologies, Oracle HR, OLAP, OBIEE, Requirements Analysis
Education
University of Massachusetts Boston 1989 — 1991
MA, TEACHING OF ENGLISH AS A SECOND LANGUAGE
Cornell University 1978 — 1984
BA, Philosophy
United Advantage Signs, Inc. April 2015 - Present
Thomas Sign & Awning September 2013 - November 2014
EcoKids Organic Home Daycare November 2008 - October 2012
Liquid Advertising, Inc. 2004 - 2006
Harry T. Poteat 2001 - 2004
State Street Bank 1995 - 2001
Skills
Legal Writing, Legal Assistance, Legal Research, Litigation, Westlaw, Social Networking, Event Planning, Strategic Planning, Project Management, Branding & Identity, Building Code Research
Education
Johnson & Wales University -Providence 2004 — 2006
Bachelor's degree, Legal Studies
Community College of Rhode Island 2002 — 2004
Associate's degree, Legal Studies, Liberal Arts
Nashua Senior High 1986 — 1989
State Street Bank May 2011 - Present
Black & Veatch May 2010 - May 2011
H&R Block August 2009 - June 2010
H&R Block, Inc. February 2004 - August 2009
Federal Reserve Bank of Kansas City January 2002 - February 2004
GE Transportation August 1997 - January 2002
Helzberg Diamonds 1992 - 1997
Skills
HR Transformation, Shared Services, Outsourcing, PeopleSoft, HRIS, Process Improvement, Payroll, Employee Benefits, Human Resources, Vendor Management, Business Process..., Sarbanes-Oxley Act, Business Analysis, Accounting, Benefits Administration, Leadership, Management, Mergers & Acquisitions, Business Process, Budgets
Education
Colorado State University
BA, Finance
Retired and enjoying time with family March 2015 - Present
World Bank June 1988 - March 2015
State Street Bank October 1984 - May 1988
Skills
Investment Strategies, Financial Modeling, Derivatives, Corporate Finance, Economics, Emerging Markets, Financial Reporting, Equities, Trading, Risk Management, Fixed Income, Hedge Funds, Strategic Planning, Investments, Bloomberg, Financial Analysis, Asset Management, Financial Risk, Capital Markets, Portfolio Management, Investment Banking
Education
The University of New Mexico - Robert O. Anderson School of Management 1982 — 1984
Master of Business Administration (MBA), Finance
Colby College 1978 — 1982
AB, Mathematics
Greely High
TCW Group, Inc. November 2011 - Present
Metropolitan West Asset Management August 2009 - November 2011
RegComply.Net July 2008 - August 2009
McMorgan & Company June 2004 - February 2008
PricewaterhouseCoopers LLP July 1997 - June 2001
Barclays Global Investors (BGI) April 1994 - October 1996
State Street Bank January 1987 - April 1994
Bankers Trust Company 1978 - 1985
Skills
Banking, Fixed Income, Broker-Dealer, Hedge Funds, Risk Management, Due Diligence, Mutual Funds, Alternative Investments, Investment Management, Management, Private Equity, Asset Managment, Financial Services, Portfolio Management, Securities, Equities, Bloomberg, Wealth Management, Asset Management, Securities Regulation
Education
Haverford College 1972 — 1974
BA, History
Columbia University in the City of New York 1968 — 1971
European history
State Street Bank June 2008 - Present
Education
Curry College 1993 — 1996
Business Management
Eaton Corporation December 2012 - Present
Eaton Corporation December 2010 - December 2012
Flat Rock Playhouse June 2010 - October 2010
Improv Asylum October 2003 - November 2009
WGBH Educational Foundation January 2008 - September 2009
Notecraft LLC February 2005 - October 2007
State Street Bank August 2003 - January 2005
Skills
Social Media, Music, Marketing, Project Management, Budgets, Entertainment, Management, Event Planning, Microsoft Office, Editing, Event Management, Photoshop, Facebook, Copywriting, Public Speaking, Marketing Communications, Public Relations, PowerPoint, Adobe Creative Suite, Social Networking
Education
College of the Holy Cross 1999 — 2003
B.A, Economics and Music
MassMutual Financial Group April 2015 - Present
Travelers October 2012 - Present
State Street Bank April 2011 - October 2012
State Street July 2008 - April 2011
State Street July 2007 - July 2008
State Street (Formerly Investors Bank and Trust Co.) September 2004 - July 2007
State Street (Formerly Investors Bank and Trust Co.) July 2000 - September 2004
Skills
Business Analysis, Project Portfolio..., Process Improvement, Lean Initiatives, Requirements Analysis, Strategic Planning, Fund Administration, Fund Accounting, SDLC, Excel, PowerPoint, Visio, Microsoft Office, Analysis, Microsoft Excel, Business Process
Education
College of the Holy Cross 1996 — 2000
BA, Economics
Warp Drive Bio February 2014 - Present
State Street Bank March 2008 - Present
Symphony Services 2010 - 2010
NetNumber January 2008 - April 2008
Fidelity Investments October 2006 - January 2008
Fidelity Investments February 2005 - October 2006
Charles River Development 2002 - 2003
NetNumber January 2000 - July 2001
Fidelity Investments May 1999 - December 1999
Putnam Investments 1997 - 1998
Skills
Oracle, Database Design, Data Warehousing, SQL, Unix, PL/SQL, Databases, Java, Integration, Business Analysis, Data Modeling, Oracle RAC, Oracle PL/SQL..., OLTP, VLDB, Oracle 11g
Education
Cornell University 1983 — 1987
BS, Engineering
Compensation Planning Inc. August 2013 - Present
Mercer August 2008 - November 2012
Merrill Lynch, Princeton Retirement Group(formerly Amvescap Retirement) July 1998 - June 2007
State Street Bank September 1996 - July 1998
Dreyfus Retirement Services January 1996 - September 1996
First Data Corporation October 1989 - January 1996
Skills
Employee Benefits, Benefits Administration, 401k, ERISA, HRIS, Retirement, Performance Management, Management, Leadership, Financial Services, Call Centers, Investments, Defined Contribution
Education
Rhode Island College 1987 — 1989
Bachelor of Science (B.S.), Business Management
Community College of Rhode Island 1985 — 1987
Associate of Arts (A.A.), Liberal Arts, General Studies
Classical High School
State Street March 2013 - Present
State Street Bank March 2008 - March 2013
State Street March 2006 - March 2008
State Street March 2004 - March 2006
State Street March 2002 - March 2004
Forrester Research October 2000 - January 2002
Skills
Financial Services, Business Process..., Competitive Analysis, Bloomberg, Economics, Research, Policy Analysis, Market Research, Fixed Income, Program Management, Strategy, Analytics, Analysis, Strategic Consulting, Management Consulting, Process Consulting, Business Analysis, Business Transformation, Operations Management, Asset Management, Change Management, Financial Modeling, Microsoft Office, Process Improvement, Team Building, Equities, Management, Portfolio Management, Strategic Planning, Securities, Corporate Actions, Risk Management, Mutual Funds, Financial Analysis, Six Sigma, Finance, Consulting
Education
Suffolk University - Sawyer School of Management 2005 — 2007
MBA, FINANCE
University of International Business and Economics 2006 — 2006
Colby College 1996 — 2000
BA, Psychology
State Street Bank May 2012 - Present
State Street Global Markets 2007 - May 2012
Citigroup 2004 - 2007
Citibank Global Markets Ltd. 2004 - 2007
Morgan Stanley 2000 - 2004
Skills
Alternative Investments, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Securities, Investments, Investment Banking, Investment Management, Private Equity
Education
Colby College 1996 — 2000
BA, Economics
State Street Global Markets 1986 - Present
State Street Bank September 1986 - September 2005
Skills
Fixed Income, Foreign Exchange, FX Options, Hedge Funds, Financial Risk, Proprietary Trading, Trading, Finance, Hedging, Asset Management, Bloomberg, Risk Management, Derivatives, Capital Markets, Financial Markets, Investment Banking, Equities, Securities
Education
Cornell University 1982 — 1986
Baypointe Associates January 2004 - Present
Manatee County Democratic Executive Committee 2008 - 2010
Strategic Insurance Services January 1996 - October 2003
CNA Insurance March 1993 - May 1996
Unum September 1978 - February 1993
State Street Bank March 1974 - June 1976
Education
Colby College 1967 — 1971
BA, American History
Saylent Technologies, Inc. July 2014 - Present
Merchant Warehouse November 2013 - July 2014
Merchant Warehouse October 2011 - November 2013
Resolve Technology August 2010 - October 2011
Lewtan Technologies August 2007 - August 2010
Lewtan Technologies November 2004 - August 2007
State Street Bank December 2002 - November 2004
Skills
Business Analysis, Process Improvement, Microsoft Excel, SQL, Financial Analysis, Project Management, PowerPoint, Access, Fixed Income, HTML, Certified Scrum Master..., Product Management, Program Management, Strategic Planning, Finance, Business Strategy, Financial Modeling, Financial Services, Portfolio Management, Vendor Management, Software Project..., Agile Project Management, Requirements Analysis, CRM, Strategy, SDLC, Requirements Gathering, Visio, Change Management, Analysis, Management, Testing, Agile Methodologies, SharePoint, Team Management, Software Documentation, Project Portfolio..., Merchant Services, Structured Finance, Business Requirements, Scrum, Payment Card Processing, Mobile Payments, Payment Gateways, Credit Cards, User Acceptance Testing, Microsoft SQL Server, Training, Due Diligence, Software Implementation
Education
Curry College 2008 — 2010
MBA, Business Management
Hamilton College 1999 — 2002
Economics
Morrison Mahoney LLP June 2014 - Present
Louison, Costello, Condon & Pfaff, LLC January 2012 - June 2014
Swartz & Swartz, P.C. May 2011 - January 2012
Murray & Murray November 2010 - May 2011
Hassan & Reardon, PC February 2010 - December 2010
Worcester Juvenile Court June 2010 - August 2010
State Street Bank June 2007 - August 2009
Plymouth County District Attorney June 2006 - September 2006
Skills
Securities, Bloomberg, Mutual Funds, Capital Markets, Hedge Funds, Civil Litigation, Commercial Litigation, Land Use Litigation, Personal Injury, Criminal Law, Courts
Education
Suffolk University Law School 2009 — 2012
JD, Law
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), History
Boston College High School 1999 — 2003
J.P. Morgan June 2015 - August 2015
J.P. Morgan January 2015 - March 2015
State Street October 2014 - January 2015
State Street Bank October 2008 - February 2014
Mail Boxes October 1996 - May 1999
Skills
Accounting, Private Equity, Auditing, Financial Services, Account Reconciliation, Funding, Mutual Funds, Securities, Bloomberg, Fixed Income, Equities, Financial Analysis, Management
Education
College of San Mateo 1989 — 1991
Culinary Arts
State Street Bank August 2005 - Present
Syntel July 2003 - July 2005
Financial Technologies India Ltd June 2002 - July 2003
Skills
SDLC, Software Project..., Requirements Analysis, IT Strategy, Vendor Management, Requirements Gathering, SOA, Enterprise Architecture, Architecture, Architectures, Agile Methodologies, Cross-functional Team..., Software Development, Program Management, Solution Architecture, Management, Pre-sales, Agile Project Management, Oracle, Scrum, IT Management, Integration, Amazon Web Services...
Education
Columbia University in the City of New York
Master of Science (MS), Technology Management
Symbiosis Centre For Information Technology
Masters in Information Technology, Software Development
Federal Reserve Bank of Boston February 2014 - Present
Needham Bank 2009 - 2014
State Street Bank 1994 - 2009
Loan Officer 1990 - 1994
Skills
Credit Risk, Alternative Investments, Credit, Portfolio Management, Capital Markets, Derivatives, Risk Management, Bloomberg, Financial Risk, Fixed Income, Equities, Asset Management, Securities, Loans, Financial Analysis, Quantitative Finance, Credit Analysis, FX Options
Education
Cornell University 1986 — 1990
Bachelor of Arts (BA), Economics, 3.4
The London School of Economics and Political Science (LSE) 1988 — 1989
TASIS 1985 — 1986
State Street May 2008 - Present
State Street Bank 2006 - 2008
Skills
Bloomberg, Financial Services, Equities, Derivatives, Asset Management, Investments, Portfolio Management, Fixed Income
Education
Colby College
State Street August 1989 - Present
State Street Bank 1989 - Present
Skills
Fund Accounting, Equities, Financial Services, Mutual Funds, Fixed Income, Derivatives, Portfolio Management, Back Office, Process Improvement, Asset Management, Investments, Business Analysis, Hedge Funds, Vendor Management, Risk Management, Securities, Business Transformation, Bloomberg
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2004
MSF, Finance
Eastern Nazarene College 1985 — 1991
BS, Computer Information Systems
State Street Bank 2007 - 2012
Investors Bank & Trust 2004 - 2007
State Street Bank 1985 - 2003
State Street Bank 1996 - 1997
State Street 1985 - 1996
The Chase Manhattan Bank N. A. 1967 - 1985
Skills
Enterprise Risk..., Financial Risk, Operational Risk, Financial Services, Risk Assessment, Risk Management
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance, General
Columbia Law School
Bachelor of Laws (LL.B.)/J.D., Securities Regulation
Harvard College
Bachelor of Arts (B.A.) (cum laude), Economics
State Street Bank April 2013 - Present
MRT Consulting LLC May 2012 - April 2013
Oakpoint Advisors, LLC June 2009 - March 2012
Morgan Stanley 1987 - 2007
Morgan Stanley 1987 - 2007
Skills
Prime Brokerage, Hedge Funds, Securities Lending, Collateral Management, Funding, Liquidity Management, Management Consulting, Consulting, Equities, Trading, Finance, Financial Services, Alternative Investments, Securities, Capital Markets, Derivatives
Education
Rutgers, The State University of New Jersey-Newark 1985 — 1986
MBA, Accounting/Finance
Columbia University in the City of New York 1981 — 1985
BA, Economics
DePaul HS
Express Scripts April 2015 - June 2015
Gallagher-Bollinger, Inc. March 2014 - June 2014
Advantage Rent A Car April 2013 - January 2014
1199 SEIU Pension & Benefits July 2012 - March 2013
Chartis Insurance Company December 2011 - January 2012
New York Life Insurance Company March 2010 - May 2011
Swiss Re August 2009 - October 2009
Geller & Company 2007 - 2008
State Street Bank 2006 - 2007
The Chatterjee Group 2003 - 2006
Skills
Financial Analysis, Corporate Finance, Hedge Funds
Education
Fairleigh Dickinson University 1997 — 2000
MBA, Accounting
Colgate University 1988 — 1992
BA, Economics
JPMorgan Chase & Co. Fund Accounting SupervisorJPMorgan Chase & Co.January 2015 - Present
JPMorgan Chase & Co. January 2014 - December 2014
JPMorgan Chase June 2009 - December 2013
State Street Bank April 2008 - March 2009
State Street 2008 - 2009
State Street Bank April 2007 - March 2008
State Street Bank 2007 - 2008
Skills
Fund Accounting, Reconciliations, Bloomberg, Fund Of Funds, Financial Analysis, Account Reconciliation, IDCAMS, WINS, Navigators, Auditing, Valuation, Analysis
Education
Northeastern University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA)/MSF, Corporate Finance and Investment, 3.30
Western International University 2003 — 2006
B.Sc., Business Administration
Eldred's March 2006 - Present
Invaluable June 2001 - February 2006
State Street Bank September 1997 - June 1999
Skills
Auctions, Antiques, Furnishings, Fine Art, Collectibles, Art, Art History, Museums, History, Books
Education
Colby College 1993 — 1996
Ba, East Asian Studies
Dennis-Yarmouth Regional High School 1989 — 1992
MA Executive Office of Labor & Workforce Development January 2010 - Present
Office of Tax Policy Analysis, DOR 2007 - 2009
State Street Bank 2006 - 2007
Investor's Bank & Trust 2004 - 2006
Inverstors Bank & Trust 1999 - 2004
Skills
Bloomberg, Mutual Funds, Econometrics, Financial Reporting
Education
Concordia University
B.A., Economics
Suffolk University
MS International Economics
Richard L. Brackett, CFP June 1995 - Present
ASEA Redox Cell Signaling November 2014 - Present
Bankers Trust 1990 - 1995
The Boston Company September 1986 - March 1990
State Street Bank September 1970 - September 1986
Skills
Investments, Asset Management, Portfolio Management, Wealth Management, High Net Worth..., Alternative Investments, Investment Advisory, Equities, Hedge Funds, Finance, Investment Management, Asset Allocation, Risk Management, Private Equity, Mortgage Lending, Business Development, Venture Capital, Strategy, Family Office, New Business Development
Education
College for Financial Planning 1988 — 1991
Certified Financial Planner
Harvard University 1984 — 1990
ALB, Economics, Cum Laude
State Street Bank December 2013 - Present
Valia Investments September 2013 - Present
Owrutsky Tutoring January 2009 - Present
Weiss Asset Managment March 2013 - November 2013
Sageworks, Inc. July 2011 - October 2011
Babel Research LLC June 2008 - October 2008
Nephila Capital June 2007 - April 2008
Elysium Capital March 2007 - January 2008
Morgan Stanley 2006 - 2006
Skills
Matlab, Data Analysis, Strategy, Portfolio Management, Trading, Algorithms, Applied Mathematics, Analysis, Optimization, Artificial Intelligence
Education
Harvard University
PhD, Applied Math
Harvard University
MA, Statistics
Harvard University
MS, Engineering Sciences
Cornell University 2002 — 2006
BS, Engineering Physics
Cornell University 2002 — 2006
BA, Mathematics
Woodlawn
Woodlawn
State Street Bank December 2013 - Present
State Street Corporation October 2007 - December 2013
Walgreens Corporation March 2006 - June 2008
Skills
Accounting, Financial Modeling, Private Equity, Financial Reporting, Tax, Hedge Funds, Fund Accounting, Accounts Payable, Accounts Receivable, Auditing, Payroll, Tax Returns, Analysis, Financial Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MSA, Accounting
Northeastern University
BACHELORS OF SCIENCE, BUSINESS ADMINISTRATION
Northeastern University
ASSOCIATE OF SCIENCE, FINANCE
State Street Bank February 2008 - July 2008
California Pizza Kitchen September 2005 - August 2007
MFS Investment Management January 2007 - June 2007
Broadstone Industries May 2002 - September 2005
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2012
MBA, Finance
European School of Business Reutlingen 2007 — 2009
Diploma in International Management, Finance
Hochschule Reutlingen 2007 — 2009
Northeastern University
Bachelor of Science, International Business; Finance; German
New Jersey Office of Attorney General June 2012 - Present
McCrink, Kehler & McCrink October 2011 - June 2012
Superior Court of New Jersey September 2010 - August 2011
State Street Bank September 2005 - June 2007
Skills
Legal Writing, Legal Research
Education
Rutgers University School of Law - Camden 2007 — 2010
Doctor of Law (J.D.)
College of the Holy Cross 2001 — 2005
BA, Political Science
Intel Corporation March 2014 - Present
IBM Cloudant February 2014 - March 2014
IBM Cloudant October 2013 - January 2014
Brafton Inc. April 2011 - October 2013
Integrated Staffing Solutions September 2010 - October 2010
Ben Flax Co. April 2007 - September 2010
State Street Bank May 2010 - June 2010
Ben Flax Co. February 2008 - April 2009
Ben Flax Co. April 2007 - February 2008
Skills
Lead Generation, Sales, Cold Calling, Content Marketing, Salesforce.com, SEO, SEM, Social Media Marketing, Online Advertising, Digital Marketing, Email Marketing, Online Marketing, New Business Development, Online Lead Generation, Mobile Marketing, Customer Acquisition, Account Management, Marketing Strategy, Google Analytics, Social Media
Education
University of Massachusetts Boston 2006 — 2009
BA, Economics
Curry College 2004 — 2005
newton north
Oechsle International Advisors 2001 - 2010
Oechsle International Advisors 1987 - 2000
Oechsle International Advisors 1999 - 1999
State Street Bank 1985 - 1986
Education
College of the Holy Cross 1981 — 1985
BA, Economics
Zay Energy Consulting 2000 - Present
Cleantech America 2007 - 2010
Deutsche Babcock Energie Und-Umwelltechnik 1996 - 1999
National Power Company 1992 - 1996
State Street Bank 1990 - 1992
Bank of America 1984 - 1989
Skills
Renewable Energy, Energy, Solar Energy, Cleantech, Photovoltaics, Project Finance, Energy Policy, Alternative Energy, Start-ups, Strategic Planning, Financial Modeling, Sustainable Energy, Wind, Emerging Markets, Mergers & Acquisitions, Energy Efficiency, Power Generation, Sustainable Development, Project Management, Sustainability, Feasibility Studies
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, International Finance
Princeton University 1975 — 1979
BSE, Industrial Engineering/Operations Research
Bank of America Merrill Lynch July 2015 - Present
U.S. Trust July 2014 - July 2015
U.S. Trust September 2013 - July 2014
State Street Bank January 2013 - September 2013
Family Asset Management, LLC January 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Real Estate, Social Media, Marketing, Social Networking, Public Speaking, Event Planning, Public Relations, Market Research, Investments, Leadership, Fundraising, Sales, Data Analysis, Access, Microsoft Word, Research
Education
College of Charleston 2008 — 2012
Bachelor of Science (B.S.), Economics
Moses Brown School 2000 — 2008
Norfolk Registry of Deeds Probation Department September 2012 - December 2012
Boston Medical Chief Examiner June 2009 - August 2009
Wheelock College September 2008 - December 2008
State Street Bank June 2007 - August 2007
Skills
Microsoft Office, Criminal Justice, Social Services, •Understanding of..., •Ability to develop..., •Written &...
Education
Curry College 2013 — 2015
Master of Arts (MA), Criminal Justice/Police Science
University of Massachusetts Boston 2009 — 2013
Bachelor of Arts (B.A.), Criminal justice/Sociology
Massasoit Community College September 2011 - Present
State Street Bank 2005 - 2010
Skills
Microsoft Excel, Customer Service, Public Speaking, Leadership, Management, Microsoft Office, Career Counseling, Networking, Financial Services, Financial Accounting, Higher Education, Academic Advising
Education
Curry College
B.A., Management
State Street October 2013 - Present
State Street Bank January 2010 - Present
Education
Curry College 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
St. michael's college 2005 — 2009
Bachelor of Science, Business Administration
State Street October 2013 - Present
State Street Bank April 2013 - September 2013
State Street Bank May 2011 - March 2013
JPMorgan Chase February 2010 - April 2011
GE Asset Management June 2009 - January 2010
State Street Bank March 2006 - May 2009
State Street Bank October 2005 - February 2006
Skills
Software Project..., Project Management, SDLC, Quality Center, Requirements Analysis, Requirements Gathering, Global Delivery, Business Analysis, Test Management, User Acceptance Testing, Agile Methodologies, Testing, QTP, Test Automation
Education
College of Engineering, Guindy 2003 — 2006
Master's Degree, Power Systems Engineering, First Class
National Engineering College 1994 — 1998
Bachelor's Degree, Electrical and Electronics Engineering, First Class
Bank of America Security OfficerSecurAmericaAugust 2011 - Present
Security Service Specialists 2010 - 2011
State Street Bank August 2006 - January 2009
Education
Curry College 2002 — 2006
Business Management, Account
Fisher College
Medical Billing & Coding Certificate
State Street Bank January 2013 - Present
Goldman Sachs June 1998 - November 2012
UBS Investment Bank March 1996 - June 1998
JPMorgan Chase December 1994 - March 1996
PricewaterhouseCoopers June 1992 - December 1994
Skills
Portfolio Management, Emerging Markets, Risk Management, FX Options, Private Equity, Corporate Finance, Investments, Trading, Hedge Funds, Snorkeling, Derivatives, Fixed Income, Alternative Investments, Equities, Securities, Prime Brokerage
Education
Columbia University in the City of New York 1998 — 2000
Master of Arts (M.A.), Statistics
New York University, Stern School of Business 1989 — 1993
Bachelor of Science (BS), Management Information Systems
St. Peters Preparatory 1985 — 1989
High School
General Dynamics Information Technology September 2007 - Present
General Dynamics Information Technology March 2005 - September 2007
Level 3 Communications August 1999 - March 2005
State Street Bank October 1997 - August 1999
Skills
Finance, Budgets, Auditing, Accounts Receivable, Management, Invoicing, Time Management, Leadership, Project Planning, Integration, Proposal Writing
Education
Syracuse University 1993 — 1997
Master's degree, International Relations and Affairs
College of the Holy Cross 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Xaverian Brothers High School 1985 — 1989
High School Diploma