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
FactSet February 2014 - Present
State Street Bank May 2013 - January 2014
State Street June 2012 - May 2013
Beacon Wealth Consulting September 2011 - April 2012
Penn Mutual May 2011 - August 2011
Basking Ridge Country Club June 2005 - August 2011
Chubb May 2010 - August 2010
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Securities, Mutual Funds, Outlook, Fixed Income
Education
Fairfield University 2008 — 2012
BS, Finance
Universitat Autònoma de Barcelona 2011 — 2011
Finance, Economics
Eaton Vance Investment Management October 2014 - Present
State Street Bank April 2013 - September 2014
State Street Bank June 2012 - April 2013
Northern Bank & Trust Company June 2005 - May 2012
SoftBank Capital January 2009 - January 2009
Skills
Mutual Funds, Portfolio Management, Financial Modeling, Corporate Actions, Bloomberg, Accounting, Securities, Fixed Income, Fund Accounting
Education
Endicott College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Houston Recovery Center February 2014 - Present
Aquarian Soulutions 2004 - Present
Living Forward Alliance April 2010 - November 2013
MDP BElife October 2008 - June 2010
ESOCEN October 1999 - 2008
Pranic Healing July 1995 - October 1999
James River Corporation 1987 - 1988
State Street Bank 1985 - 1987
Fidelity Bank 1983 - 1985
Skills
Program Management, Entrepreneurship, Coaching, Training, Non-profits, Team Building, Program Development, Public Speaking, Strategic Planning, Leadership Development, Holistic Health, Start-ups, Fundraising, Community Outreach, Marketing, Nonprofits
Education
Franklin & Marshall College
BA, Behavioral Psychology and Fine Arts
Københavns Universitet
Study Abroad, Social Sciences and Art History
Villanova University
Project Management
Rochester Institute of Technology
Progamming and Computer Science
Taft School
National Cum Laude Society
BlueCross BlueShield of Massachusetts November 2013 - Present
Blue Cross Blue Shield of Massachusetts July 2009 - November 2013
Blue Cross Blue Shield of Massachusetts February 2004 - July 2009
Blue Cross Blue Shield of Massachusetts April 1989 - February 2004
State Street Bank May 1986 - January 1989
Skills
Health Insurance, Managed Care, Medicare, Insurance, Provider Relations, HIPAA, Process Improvement, Business Process..., Vendor Management, Healthcare, Business Analysis, Risk Management, Claim, Leadership
Education
Fitchburg State College 1982 — 1986
BS, Business Administration, Accounting
Plymouth Carver High School
Arrow Truck Sales July 2013 - Present
State Street Bank July 2010 - July 2013
State Street Bank February 2008 - July 2010
State Street Bank May 2007 - February 2008
Skills
Auditing & Risk..., Financial Analysis &..., Budget Planning &..., Customer & Vendor..., AR/AP Reconciliations, Executive Level..., Balance Sheets & Income..., General Ledger..., Issue Discovery &..., Regulatory Compliance, Staff Training &..., GAAP Standards, Account Reconciliation, Forecasting, Accounting, Analysis, Financial Analysis, Auditing, Microsoft Office, Cash Management, Budgets
Education
Rockhurst University 2009 — 2011
Master of Business Administration (M.B.A.), Accounting, 3.78
Graceland University 2003 — 2007
Bachelor of Arts (B.A.), Accounting/Business/Finance, 3.97
National Agents Alliance Corporate March 2012 - Present
Western Chemical Pumps November 2012 - Present
Caesars Entertainment Corporation December 2004 - July 2012
State Street Bank December 2005 - June 2007
Transitions Group, Inc August 2004 - August 2005
Aerospace Systems & Components August 1993 - May 2003
Skills
Strategic Financial..., Investments, Insurance, Forecasting, Securities, Customer Service, Financial Analysis, Accounting, Budgets, Asset Managment, Risk Management, Financial Modeling, Portfolio Management, Financial Planners, Banking, Team Building, Gaming Industry, Casino, General Ledger..., Financial Management, Portfolio..., Budgeting/Forecasting, Process Improvements, Client Relations, Research/Analysis, Insurance Broker, Accounts Payable, Hospitality, Retail, Management, Accounts Receivable, Operations Management, Process Improvement, Hiring, Financial Planning
Education
Emporia State University 1985 — 1989
Bachelor of Science, Business; Finance
Columbia Threadneedle Investments, US September 2014 - Present
Fifth Third Bank May 2014 - September 2014
Fifth Third Securities November 2013 - May 2014
Fidelity Investments January 2013 - November 2013
Fidelity Investments November 2012 - December 2012
Fidelity Investments January 2012 - November 2012
State Street Bank July 2011 - January 2012
State Street Corporation June 2010 - August 2010
Education
Flagler College 2008 — 2011
2011Bachelors of Art, Business Administration
Brown Brothers Harriman July 2015 - Present
State Street Bank June 2012 - July 2015
State Street Bank July 2011 - July 2012
State Street Bank March 2007 - July 2011
State Street Bank October 2005 - March 2007
State Street November 2000 - October 2005
Skills
Accounting, Mutual Funds, Portfolio Management, Training, Auditing, Financial Services, Trading, Accounts Payable, Human Resources, Fund Accounting, Tax, Cash Flow, Corporate Actions, Internal Audit, Customer Service, Equities, Banking, Finance, Securities, Asset Management, Investments, Risk Management, Fixed Income, Bloomberg
Education
Fisher College 2012 — 2014
University of Houston 1995 — 1999
NOAA December 2013 - Present
ARMA Global Corporation September 2012 - August 2013
Raytheon January 2012 - August 2012
IBM December 2008 - November 2011
OptiComp January 2004 - October 2008
State Street Bank October 1998 - November 2002
Skills
Servers, Active Directory, Windows Server, Firewalls, Cisco Technologies, VMware, Microsoft SQL Server, Integration, System Administration, SIEM, Microsoft Exchange, Security, Cisco Routers, VLAN, Switches, Troubleshooting, Network Security, Cisco Certified, Cisco IOS, Network Load Balancing, OSPF, EIGRP, windows 2008 Server
Education
Friends University 1999 — 2002
Bachelor's of Science, Computer Information Systems
AARP July 2013 - Present
Public Broadcasting Service January 2013 - May 2013
A Little Nudge March 2012 - January 2013
Council on Competitiveness May 2012 - October 2012
State Street Bank March 2008 - August 2011
John Leonard Employment Services September 2007 - March 2008
Redhead Media October 2006 - May 2007
Walden Media January 2006 - May 2006
Skills
Microsoft Office, JMP, XL Miner, Minitab, Excel: Data Analysis
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
Harvard Extension School 2010 — 2010
Financial Accounting Principles
Tufts University 2002 — 2006
BA, Economics Cum Laude
Clear Reporting 2014 - Present
John Hancock Financial Services 2001 - 2010
Deutsche Bank 2000 - 2001
State Street Bank 1999 - 2000
Skills
Operations Management, Project Planning, Vendor Management, Contract Negotiation, Financial Services, Financial Reporting, Analytics, Investments, Mutual Funds, Retirement Planning, Insurance, Wealth Management, Writing, Public Speaking, Microsoft Office, Data Warehousing, Compliance, Bloomberg, Morningstar, Securities, Project Management, Team Management, Asset Management, Microsoft Excel, Financial Analysis
Education
Georgetown University 1994 — 1998
Bachelor of Arts (B.A.), English Language and Literature, General
Buckingham Browne and Nichols 1981 — 1994
State Street Bank October 2010 - Present
Deutsche Bank July 2007 - October 2010
Practising Law Institute April 2004 - July 2007
Skills
Microsoft Office, Strong follow-up skills, Databases, Process Improvement, Lotus Notes, Greek, Bachelors degree, MAS500, Software Documentation, User Acceptance Testing, Bloomberg, Portfolio Management, Business Requirements, Asset Management, Business Analysis, Hedge Funds, Capital Markets
Education
Harvard Extension School 2015 — 2015
Transitioning to Strategic Management, Operations Management and Supervision
Landmark Education 2014 — 2014
Fordham University 2000 — 2004
BA, Economics
Modis April 2008 - Present
State Street Bank April 2008 - Present
State Street Bank 2008 - Present
State Street Bank April 2008 - December 2010
Aviva December 2004 - July 2007
Aviva Life Insurance December 2004 - July 2007
Aviva Life Insurance 2005 - 2007
Manulife Financial 2003 - 2006
PNC Bank 2005 - 2005
Manulife Financial Service February 2000 - December 2004
Skills
DB2, Access, Requirements Gathering, SDLC, Systems Analysis, Business Requirements, Mainframe, Visio, Business Analysis, Requirements Analysis, Waterfall, CICS, COBOL, Toad, Data Warehousing, Integration, User Acceptance Testing
Education
Fitchburg State College 1992 — 1997
Bachelor of Science Degree, Sociology
Holbrook Dental October 2014 - Present
State Street Bank 1996 - January 2002
Fidelity Investments 1994 - 1996
Skills
Research, Public Speaking, Editing, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Strategic Planning, Leadership, Event Planning, Fundraising
Education
University of Rochester 1987 — 1988
Bachelor of Arts (B.A.), Psychology / History
University of Colorado at Boulder 1986 — 1987
Emory University 1984 — 1986
State Street Bank 2012 - Present
Houlihan Lokey 2010 - 2012
Barclays Capital 2007 - 2009
Lehman Brothers 1993 - 2007
Skills
Global Client Management, New Business Development, Marketing, Series 7, Fixed Income, Alternative Investments, Asset Managment, Securities, Series 63, Talent Management, Mentoring, Motivated self-starter, Sales, Key Account Management
Education
Georgetown University - The McDonough School of Business
BSBA, Finance
American Century Investments July 2015 - Present
American Century Investments June 2014 - July 2015
State Street Bank February 2013 - May 2014
Skills
Entrepreneur, Sports, Spanish, Economic Development, International Business, Business Analysis, New Business Development, Business Management, Business Process, Small Business, Excel, Access, PowerPoint, Presenter, Public Speaking
Education
Graceland University 2008 — 2011
Bachelor of Arts, Economics, International Business and Business Administration
Universidad de Granada 2010 — 2010
Spanish Language and Literature
Simpson College 2007 — 2007
Accenture February 2015 - Present
Balyasny Asset Management L.P. May 2014 - July 2014
Red Bull August 2011 - June 2014
State Street Bank June 2013 - August 2013
Inter-Residential Housing Association June 2012 - August 2013
diffr3nt January 2013 - May 2013
Inter-Residential Housing Association September 2010 - June 2012
Skills
Marketing, Social Networking, Social Media Marketing, Budgets, Event Management, Finance, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Management Consulting, CRM, PowerPoint, Bloomberg, Accounting and..., SPSS, Event Logistics, Image Editing, Website Design
Education
Fairfield University 2010 — 2014
Bachelor's Degree, Finance, Cum Laude
Fairfield University 2010 — 2014
Bachelor's Degree, Marketing, Cum Laude
London School of Economics and Political Science 2012 — 2012
Summer Program, Business
Acton-Boxborough Regional Highschool 2006 — 2010
Website Creation Consulting Services (hobby) January 2012 - Present
T-Mobile October 2013 - April 2014
State Street Bank April 2011 - October 2013
AT&T Mobility May 2010 - March 2011
Whole Foods Market August 2009 - May 2010
H&R Block financial January 2007 - July 2009
Prudential Financial January 1999 - January 2007
Skills
Finance, Investments, Marketing, Customer Service, Financial Analysis, Facebook, Market Research, Marketing Strategy, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Web Design, Negotiation, Analytics, Chess, Websites, Stock Market Analysis, Business Analysis, Databases, Data Entry, Sales, Microsoft Word, Mobile Technology, Mobile Communications, Blackberry, Customer Service..., Writing, Strategic Thinking, HTML, Website Monetization, Website Promotion, Website Building, Community Service, Investment Portfolio, Portfolio Assessment, Analytical Reasoning, MBA, Twitter, LinkedIn, Financial Statement..., Wall Street, Portfolio Optimization, Data Analysis, Fixed Income Portfolio..., Technical Recruiting, Recruiting, IT Recruitment, Recruitments, Analysis
Education
Endicott College 2010 — 2012
MBA, Business/Managerial Economics, 3.7 GPA
Pelham Performance Partners, LLC December 2013 - Present
J.P. Morgan January 2006 - December 2012
J.P. Morgan 2000 - 2006
J.P. Morgan 1994 - 2000
Time Inc. 1992 - 1994
Alexander and Alexander Consulting Group 1989 - 1992
The Boston Company 1987 - 1988
State Street Bank 1986 - 1987
Skills
Talent Management, Organizational..., Leadership Development, Executive Coaching, Change Management, Training, Succession Planning, Organizational..., Performance Management, Employee Engagement, Organizational Design, Team Building, Human Resources, Consulting, Onboarding, Needs Analysis, Leadership, Management, Employee Training, Career Development, Mergers & Acquisitions, Executive Management, Performance Consulting, Learning Management, Executive Development, Employee Benefits, Program Management, Training Delivery, Workshop Facilitation
Education
University of Massachusetts Boston
Master of Education (MEd), Instructional Design and Adult Education
Framingham State College
Bachelor of Science (B.S.), Foods, Nutrition, and Related Services
Massachusetts College of Art January 2013 - Present
Jumpstart October 2012 - January 2013
The Home for Little Wanderers December 2010 - October 2012
CAYL Institute October 2009 - November 2010
US Census Bureau April 2010 - July 2010
Bus Radio August 2007 - December 2008
Northeastern University March 2007 - August 2007
State Street Bank February 2001 - August 2006
State Street Bank January 2001 - August 2006
Skills
Workshop Facilitation, Database Administration, Inventory Management, Accounting, Financial Statements, Mac OS, Finance, Six Sigma, Microsoft Word, Leadership, Nonprofits
Education
Fisher College 2005 — 2008
Bachelors
Fisher CollegeMay 2008 2005 — 2008
Bachelor of Science
Bay State College 1998 — 1999
Associate of Science
Weston High School 1993 — 1997
Academic Diploma
Avid 2008 - Present
Avid Technology July 2008 - April 2011
Fidelity Investments September 2004 - February 2008
Walnut Hill School 2008 - 2008
Fidelity Investments 1998 - 2004
Fidelity Investments 1994 - 1998
State Street Bank 1992 - 1994
Raytheon 1982 - 1992
Skills
Salesforce.com, Program Management, Leadership, Management, Solution Selling, Sales Enablement, Mergers & Acquisitions, Relationship Management, CRM, Account Management, Marketing, Product Marketing, Strategic Partnerships, Sales, Project Management, SaaS, Cross-functional Team..., Strategy, Business Development
Education
Fitchburg State University 1978 — 1982
BA, Special Education
Suffolk University January 2008 - May 2011
State Street Bank January 2007 - November 2009
Skills
Legal Research, Corporate Law, Due Diligence, Corporate Governance, Legal Writing, Securities, Westlaw
Education
Suffolk University - Sawyer Business School 2009 — 2011
MSF, Finance
Suffolk University Law School 2008 — 2011
J.D., cum laude, Business Law and Financial Services, with distinction
Georgetown University 1997 — 2001
A.B., Government, French
SSGA February 2015 - Present
State Street Bank August 2012 - January 2015
State Street December 2011 - August 2012
Fidelity House Human Services November 2009 - November 2011
Skills
Microsoft Office, Nonprofits, Event Planning, Event Management, PowerPoint, Fundraising, Sports Management, Microsoft Excel, Customer Service, Social Media, Microsoft Word, Sports, Time Management, Sponsorship, Outlook
Education
Fitchburg State University 2005 — 2009
Exercise Sport and Science, Fitness Management
State Street Bank June 2002 - Present
CIBC World Markets 1990 - 2000
Marine Midland Bank 1981 - 1990
Skills
Equities, Debt, Financial Structuring, Valuation, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
Orange is the New Black October 2012 - Present
Jack Ryan (2013) August 2012 - September 2012
Blood Ties (2013) April 2012 - July 2012
Live! With Regis and Kelly October 2008 - May 2012
McGraw-Hill August 2008 - October 2008
Saturday Night Live, NBC Universal February 2008 - May 2008
Live! With Regis and Kelly January 2008 - May 2008
W. W. Norton September 2007 - December 2007
State Street Bank May 2005 - September 2007
Hearst Magazines - Quick and Simple Magazine September 2005 - December 2005
Skills
Final Draft, Final Cut Pro, Copy Editing, Transcription, Proofreading
Education
Fordham University 2004 — 2008
BA
University of Oxford 2006 — 2007
Junior Year Abroad
None January 2012 - Present
Florida Atlantic University January 2009 - May 2011
Franklin Templeton Investments April 2006 - November 2008
J.P. Morgan Funds May 2004 - March 2005
State Street Bank January 1999 - January 2003
Boston Financial Data Service January 1998 - January 1999
Nordesclor S/A January 1989 - January 1991
Coperflex/Petrobrás January 1988 - January 1989
Sul America Philips January 1984 - January 1988
Votorantim January 1983 - January 1984
Skills
General Ledger, Accounting, Financial Reporting
Education
Universidade Católica de Pernambuco. Recife
Post-Graduate Certificate; High, Engineering Economics
Florida Atlantic University
Junior High School. Colégio Nóbrega.Recife
Lynnfield High School. Lynnfield
MA. Diploma
Northeastern University - Boston
Bachelor; MA. Diploma, Business Administration
Utah State University.Logan-Utah
Bachelor, Agricultural Economics
iCIMS March 2010 - Present
Robert Half International April 2007 - September 2009
State Street Bank June 1997 - December 2006
Skills
SaaS, Client Relationship..., Building Relationships, Client Services, Customer Service, Financial Services, CRM, Applicant Tracking..., Talent Acquisition, Human Resources, Sales Process, Onboarding, Sourcing, Recruiting, Team Building, Training, Vendor Management, Account Management, Process Improvement, Management, Employee Benefits, Salesforce.com, Time Management, New Business Development, Employee Relations, Cold Calling
Education
Monmouth University 1993 — 1996
MBA, Finance
Gettysburg College 1988 — 1992
BA, Management
Wolters Kluwer Health - Clinical Terminologies & Surveillance January 2015 - Present
Wolters Kluwer Health - Pharmacy OneSource September 2012 - December 2014
Wolters Kluwer- Corporate Legal Solutions May 2011 - September 2012
Wolters Kluwer - BizFilings May 2007 - May 2011
Wolters Kluwer - CT Corporation 2003 - 2007
Deutsche Bank 2002 - 2003
Eureka Networks March 2000 - March 2002
American Management Systems August 1992 - March 2000
State Street Bank August 1986 - August 1990
Skills
Strategy, Management, Strategic Planning, Project Management, Competitive Analysis, Leadership, E-commerce, Six Sigma, Outsourcing, Budgets, Recruiting, Telecommunications, B2B, Training, Sales, Mergers, Advertising, Business Strategy, Business Development, Product Management, Change Management, Customer Satisfaction, Process Improvement, Cross-functional Team..., Business Process, Start-ups, CRM, New Business Development, Team Building, Salesforce.com, Account Management, Strategic Partnerships, Product Marketing, P&L Management, Marketing, Marketing Strategy, Vendor Management, Pricing, Executive Management, SaaS, Management Consulting
Education
Georgetown University
B.S., Languages
Harvard Business School
MBA, General Management
Harvard University
MBA, General Management
Impact Financial Systems, Inc. November 2013 - Present
Freelance June 2007 - November 2013
Souper Bowl of Caring September 2010 - April 2012
Vibrant Coaching September 2010 - January 2012
Bank of America August 1997 - March 2000
Osprey Systems November 1994 - August 1997
Teleflex Information Systems August 1993 - August 1994
National Computer Systems December 1988 - October 1992
State Street Bank March 1985 - December 1988
Skills
Coaching, Public Speaking, Leadership Development, Management, Project Management, Copywriting, Nonprofits, Writing, Public Relations, Consulting, Fundraising, Small Business, Non-profits, CRM, Team Leadership, Training & Development, Technical Writing, Talent Management, Instructional Design, Proposal Writing, Training Delivery, Documentation, Gap Analysis, Soft Skills, Business Analysis, Customer Relations, Marketing Communications, Problem Solving, Event Planning, Editing, Interviewing, Corporate Communications, Requirements Analysis, Gluten Free, Bible teaching, Content Development, Content Writing, RFP Management, Interviewing Skills, WebEx, Logistics Management, Instructor-led Training, QuickBooks, Financial Accounting, Cash Flow, Budgeting, Financial Reporting, Office Management, ADP Payroll, Interviews
Education
University of North Carolina at Charlotte 2009 — 2009
Certificate in Advanced Training & Development, Talent Management/Training
Northeastern University 1988 — 1992
BSBA, Accounting/Business, Cum laude
Gordon Conwell Theological Seminary 2011 — 2013
Certificate in Biblical Interpretation, Biblical Interpretation
State Street Bank March 2004 - Present
KPMG 1997 - 2004
Optima Group 1996 - 1997
Skills
Risk Management, Mergers, Business Process..., Lean IT, Strategic Planning, Metrics, Program Management, Globalization, Training, Marketing Communications, Project Management, Vendor Management, Strategy, IT Strategy, Financial Services, Capital Markets
Education
Fairfield University 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Goldman Sachs June 2015 - Present
Mediware Information Systems February 2015 - May 2015
State Street Bank February 2014 - February 2015
State Street Bank November 2012 - February 2014
Family Guidance Center September 2012 - October 2012
Springboard for Children September 2011 - July 2012
Oasis February 2012 - February 2012
Blue Frog Arts February 2011 - August 2011
Graceland University September 2010 - May 2011
Crown Colony January 2010 - May 2010
Skills
Microsoft Excel, Early Childhood Literacy, Tutoring, Youth Leadership, Youth Mentoring, Behavior Management, Community Organizing, Educational Assessment, Volunteer Recruiting, Literacy, QuickBooks, 10 Key, Microsoft Office, Microsoft Word, PowerPoint, HTML, SQL, Teamwork, Social Media, Public Speaking, Nonprofits, Customer Service
Education
Graceland University 2007 — 2011
Bachelor of Arts (B.A.), Accounting and Business/Management
Edinburgh University 2009 — 2009
Weldship Corporation January 2010 - Present
State Street Bank October 2008 - December 2010
Skills
Gas, Risk Management, ISO, Operations Management, Manufacturing, Sales, Contract Negotiation, Strategic Planning, Project Planning, Cross-functional Team..., New Business Development, Change Management, Product Development, Negotiation
Education
Gettysburg College 2004 — 2008
Bachelor of Arts (BA), Business Administration and Management, General
Income Research & Management June 2013 - Present
Sovereign Bank September 2011 - June 2013
State Street Bank August 2007 - October 2011
Skills
Fixed Income, Securities, Trading
Education
University of Massachusetts Boston
Grad Student
Fitchburg State University
Bachelor's, Business Management
Emory University September 2005 - Present
Delta Air Lines September 1997 - September 2005
State Street Bank June 1994 - August 1997
Skills
Process Improvement, Finance, Accounting, Alternative Investments, Financial Analysis, Mutual Funds, Account Reconciliation, Investments
Education
Georgia State University 1997 — 1999
MBA, International Business
Providence College 1990 — 1994
BS, Accounting and Finance
Granite Telecommunications July 2014 - Present
ADECCO STAFFING USA (COMPUTERSHARE LTD January 2014 - March 2014
MARYLOUS COFFEE April 2009 - January 2014
Thomson Reuters May 2001 - September 2004
MASCOT NETWORK, INC. May 2000 - December 2000
STATE STREET BANK May 1998 - April 2000
Boston Red Sox April 1999 - September 1999
Skills
Cross-functional Team..., Training, Product Management, Marketing, Sales, Employee Training, Project Management, Budgets, Retail, Customer Service, Management, Time Management, Customer Satisfaction, Account Management, Customer Experience, Store Management, Team Leadership, Wireless Site Surveys
Education
Framingham State College 1993 — 1998
Bachelor's Degree, Communications Arts
Notre Dame Academy 1989 — 1993
Webjet Marketing N.A., LLC April 2014 - March 2015
FIRVA Capital Management January 2009 - March 2014
Bay Securites January 2009 - July 2013
Valhalla Capital Partners June 2005 - November 2009
State Street Bank February 1999 - May 2005
Fitch Ratings June 1993 - February 1998
Skills
Business Strategy, Financial Analysis, Contract Negotiation, Marketing Strategy, Entrepreneurship, Operational Efficiency, Securities, Portfolio Management, Leadership, Asset Management, Finance, Investments, Strategic Planning, Strategy, Risk Management, Sales, Negotiation, Marketing, Financial Services
Education
George Mason University School of Law 1989 — 1992
Juris Doctor (J.D.), Banking and Financial Services
University of Massachusetts, Amherst 1983 — 1987
Bachelor's Degree, Finance, General
Citi July 2005 - Present
US Trust February 2003 - November 2004
Mellon Bank June 2000 - December 2002
State Street Bank March 1998 - June 2000
Bankers Trust 1988 - 1998
Skills
Back Office, Financial Services, Banking, Global Custody, Private Banking, Asset Management, Derivatives, Fixed Income, Equities, Middle Office, Mutual Funds, Wealth Management, Capital Markets, Hedge Funds, Relationship Management, Securities
Education
Rutger's Graduate School of Management 1981 — 1983
MBA, Marketing / Management
Fordham University 1976 — 1980
BS, Marketing / Management
KAS Investment Servicing GmbH / subsidiary of KAS BANK N.V. July 2011 - June 2014
BNP Paribas Securities Services October 2009 - June 2011
State Street Bank January 2007 - September 2009
tecis Finanzdienstleistungen AG September 2000 - February 2003
Skills
Fund Administration, Fund Accounting, Mutual Funds, Securities, Derivatives, Bloomberg, Fixed Income, Equities, Fund Of Funds, Fund Services, Banking, Financial Markets, Asset Management, Financial Services
Education
Fernuniversität Hagen 2002 — 2006
Diplom-Kauffrau, Business Administration, Finance
Fernuniversität Hagen 2002 — 2006
Diplom-Volkswirtin, Economics
Fachhochschule Aachen 1999 — 2002
continuation of studies, Business Administration
Rheinische Friedrich-Wilhelms-Universität Bonn / University of Bonn 1998 — 1999
beginning of studies, Economics
Kalizma, LLC December 2013 - May 2015
Generation Brands January 2010 - December 2013
Generation Brands April 2007 - January 2010
BT Conferencing April 2004 - April 2007
State Street Bank July 1999 - July 2003
Skills
SAP Business Objects, Hyperion System 9..., Infor ERP PRMS, Oracle 11i, Management, Finance, Accounting, New Business Development, Forecasting, Leadership, Cross-functional Team..., Budgeting
Education
University of Connecticut 2015 — 2017
Master of Business Administration (MBA)
Gettysburg College 1995 — 1999
Bachelor of Arts, Management
Instituto Universidade de Sevilla
State Street Bank March 2015 - Present
Santander Bank, N.A. February 2013 - March 2015
Big Night Entertainment Group September 2012 - February 2013
Manchester Athletic Club February 2012 - August 2012
Essex County Sheriff's Dept. September 2011 - December 2011
Silver Spoon Foods May 2007 - August 2010
Middlesex District Attorney's Office January 2009 - February 2009
Abercrombie & Fitch July 2008 - February 2009
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Access, Social Networking, Public Speaking, Anti Money Laundering, Social Media Marketing
Education
Endicott College 2008 — 2012
Bachelor of Applied Science, Criminal Justice
Optum, UnitedHealth Group May 2015 - Present
Molina Healthcare August 2013 - October 2014
CSC January 2013 - April 2013
IBM Global Business Services September 2011 - December 2012
BlueCross BlueShield of SC 2006 - 2008
TriZetto Corporation 2003 - 2006
State Street Bank 1987 - 1994
Skills
Managed Healthcare..., Solution Architecture, SDLC, Business Process..., IT Strategy, Business Analysis, Talent Acquisition, Requirements Gathering, Requirements Analysis, Visio, Enterprise Architecture, SQL, Healthcare, Business Intelligence, ITIL, Business Process, Technical Recruiting, Business Process Design, SharePoint, Healthcare Information..., Vendor Management, Leadership, Process Improvement, Business Requirements, Consulting, Program Management, Resource Management, Software Documentation, Systems Analysis, User Acceptance Testing, Software Project..., Integration, CRM, Management Consulting, Information Technology, Data Warehousing, Analysis, Testing, Quality Assurance, Project Management, Enterprise Software, HIPAA, Microsoft Project, Medicaid, Data Analysis
Education
Franklin & Marshall College 1979 — 1983
Bachelor's degree, Psychology, 3.0
State Street Bank July 2001 - Present
Skills
Client Relations, Client Services, Fund Accounting, Fund Of Funds, Pension Funds, 529 Plans, Mutual Funds, Financial Services
Education
Fairfield University 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Birch Hill Technology Group, Inc. Jan 2001 — Present
Birch Hill Technology Group, Inc. January 2000 — Present
NSTAR November 2010 — November 2012
Commonwealth of Massachusetts - Executive Office of Administration and Finance December 2010 — May 2011
Pearson Learning Solutions June 2010 — August 2010
Staples, Inc. August 2009 — April 2010
Ahold July 2008 — July 2009
State Street Bank May 2008 — June 2008
Plymouth Rock Assurance Corp June 2004 — February 2008
Fleet Commercial Bank January 2002 — December 2003
Skills
Application Architecture, Analysis, Data Warehousing, Database Design, Business Intelligence, Data Modeling, ETL, Data Architecture, Oracle, Informatica, Microsoft SQL Server, Dashboard, Data Warehouse..., SSRS, Dimensional Modeling, SQL, Data Marts, Performance Tuning, Integration, Unix, Data Mining, Solution Architecture, SDLC, SharePoint, Data Integration, Master Data Management, Analytics, PL/SQL, Software Development
Education
Fitchburg State University 1982 — 1986
BSCS, Computer Science
Bain Capital January 2015 - Present
Bingham McCutchen August 2011 - December 2014
State Street Bank August 2008 - August 2011
Verrex Corporation February 2006 - August 2008
Putnam Investments February 2003 - February 2006
Adelphia Communications September 2000 - February 2003
Skills
Troubleshooting, Video Conferencing, Multimedia, Integration, Technical Support, Networking, Data Center, Software Installation, Security, Help Desk Support, Cisco Technologies, Windows 7, Telecommunications, System Deployment, Management, Project Management, Microsoft Office
Education
Virginia Wesleyan College 1995 — 1999
Bachelor of Arts (BA), Communication, General
Full Sail University 1999 — 2000
Associate of Science (AS), Cinematography and Film/Video Production
American Tower May 2012 - Present
State Street Bank 2007 - May 2012
IIBA 2004 - 2011
Wells Fargo Home Mortgage January 2007 - October 2007
Wells Fargo Financial August 2006 - January 2007
Skills
Management Tools, Software Development..., Databases, Business Process Design, RUP, Requirements Management, Requirements Gathering, SDLC, Business Analysis, Visio, Business Requirements, Business Process, Requirements Analysis, Vendor Management, Business Intelligence
Education
Florida Institute of Technology 2008 — 2010
MS, Information Systems
Lehigh University 2002 — 2006
BS, Information Systems
Worcester Academy 1998 — 2002
High School Diploma
PwC June 2014 - Present
AssetMark July 2011 - May 2014
State Street Bank May 2007 - December 2010
Pension Specialists, Inc November 2005 - May 2007
Skills
Financial Reporting, Account Reconciliation, Mutual Funds, Accounting, Investments, Valuation, Analysis, Financial Statements, Fund Accounting, Auditing, Fund Administration, Internal Audit, Microsoft Excel, Project Management, Trading, Financial Accounting, Financial Analysis, Teaching, Microsoft Office
Education
University of California, Davis 2000 — 2005
Bachelor of Science (B.S.), Managerial Economcis
Golden Gate University 2012 — 2013
Master of Science (M.S.), Finance, General
State Street Global Advisors August 2013 - Present
State Street Bank September 2010 - April 2013
State Street Bank November 2005 - September 2010
State Street Bank May 2004 - October 2005
Skills
Administrative..., Financial Services, Outlook, Access, Lotus Notes, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Vendor Management, Banking, Customer Service, Office Management, Project Management, Spreadsheets, Visio, Administrative...
Education
Fisher College 1998 — 2000
Associates Degree
State Street Bank October 2011 - September 2013
State Street Bank September 2010 - October 2011
State Street Bank June 2008 - September 2010
Education
Suffolk University 2009 — 2011
Master of Science (MS), Accounting
Fitchburg State College 2003 — 2007
Bachelor of Science (BS), Accounting
Osram Sylvania April 2013 - Present
State Street Bank July 2008 - February 2012
Dewey & LeBoeuf LLP (formerly LeBoeuf, Lamb, Greene & MacRae LLP) October 2003 - January 2006
Cravath, Swaine & Moore LLP October 2000 - October 2003
Womble Carlyle Sandridge & Rice LLP June 1998 - August 1998
Black Entertainment Television June 1996 - August 1997
Innova Securities, Inc. July 1993 - November 1995
Skills
Legal Writing, Securities Regulation, Legal Research, Strategic Planning, Corporate Governance, Securities, Microsoft Office, Corporate Law, Financial Services
Education
Howard University School of Law 1997 — 2000
Doctor of Law (J.D.)
Georgetown University
Bachelor of Science (B.S.)
Pearson Custom Publishing January 2011 - Present
Birch Hill Technology Group January 2001 - Present
Merkle April 2010 - April 2011
Boston Financial Data Services March 2010 - May 2010
Thomson Reuters October 2009 - February 2010
MBTA January 2009 - October 2009
State Street Bank 2008 - 2008
Plymouth Rock Assurance Corp 2005 - 2008
Wellington Management 2004 - 2004
Fleet Bank 2002 - 2003
Skills
Consulting, Data Warehousing, Business Intelligence, ETL, Data Warehouse..., Data Modeling, SSIS, Database Design, Data Integration, Dimensional Modeling, SDLC, Databases, SQL, Enterprise Software, Software Development, Management, Analytics, Analysis, Microsoft SQL Server, Project Management
Education
Fitchburg State University 1984 — 1986
BS, Computer Science
University of New Hampshire -- Peter T. Paul College of Business and Economics 1976 — 1979
BS, Business Administration / English minor
Benchmark Senior Living February 2015 - Present
Fish & Richardson P.C. June 2013 - Present
The Colbent Corporation October 2010 - February 2011
The Colbent Corporation January 2010 - February 2010
Colbent Corporation, Braintree, Ma December 2009 - February 2010
Wilmer Cutler Pickering Hale & Dorr, LLP April 2006 - December 2008
State Street Bank July 1995 - June 2003
State Street Bank June 1990 - July 1995
State Street Bank April 1987 - June 1990
Skills
Accounting, Financial Services, Ceridian Payroll..., Time force Payroll..., Portfolio Management, Financial Analysis, Finance, Securities, Access, General Ledger
Education
Framingham State College 1981 — 1985
Bachelor of Science Degree
CVS Health October 2013 - Present
Iron Mountain January 2007 - September 2013
Level 3 Communications September 2000 - December 2006
State Street Bank September 1997 - September 2000
Skills
SaaS, Salesforce.com, Integration, Siebel, Cloud Computing, Enterprise Software, Sales Enablement, Business Analysis, CRM, Force.com, Data Warehousing, SQL, Data Quality, Data Migration, Enterprise Architecture, Web Services, Data Center, Requirements Analysis, Storage, Vendor Management, Management, Process Improvement, SDLC
Education
Salesforce 2012 — 2012
Certificate, DEV-531
Salesforce 2010 — 2010
Certificate, Salesforce-401
Salesforce 2009 — 2009
Certificate, Salesforce-201/301
Siebel University 2009 — 2009
Certificate, Siebel 8.0 Adminstration
Boston University 2002 — 2004
Master's Certification, Network Administration
Siebel University 2001 — 2001
Certificate, Siebel 2000 Administration
Framingham State University 1989 — 1994
BA, Economics/Finance
Wellington Management October 2014 - Present
BLA Schwartz, PC July 2013 - October 2014
Various August 2012 - July 2013
Various May 2010 - December 2011
Imagine Software May 2007 - August 2009
HSBC May 2004 - June 2006
State Street Bank October 2002 - May 2004
State Street Bank July 2001 - October 2002
Skills
Valuation, Derivatives, Bloomberg, Bloomberg API, Microsoft Excel, Hedge Funds, Fixed Income, Options, Financial Modeling, Equities, Trading, Trading Systems, FX Options, Word, Foreign Exchange, Microsoft Word, Investment Banking, Analysis, Mutual Funds, Microsoft Office, MySQL, Salesforce.com, MetaTrader, FX trading, Financial Markets, Account Reconciliation, Portfolio Management, Due Diligence, Finance, Banking, Reconciliation, Economics, Legal Research, Westlaw, Lexis, Bloomberg Terminal, LexisNexis, SQL
Education
New England School of Law 2009 — 2012
Juris Doctor, Law studies focused on Uniform Commercial Code, Bankruptcy, Tax, and related business law courses.
Fordham University 2004 — 2006
M.A., Economics
Suffolk University 2001 — 2003
M.S., Finance
University of Massachusetts, Amherst 1997 — 2001
B.A., Economics
Epsilon April 2012 - Present
Aleppo Kustom Karts January 2013 - Present
Aleppo Shriners 2000 - 2013
Stinger Ghaffarian Technologies (SGT) April 2007 - September 2012
State Street Bank January 2007 - March 2007
Synapse Inc. December 2003 - January 2007
Homeruns.com January 2002 - January 2003
Edgewater Technology, Inc January 1999 - January 2002
Edgewater Technology, Inc December 1998 - April 1999
Micros, Inc. 1997 - 1998
Skills
Agile Methodologies, Analysis, Business Analysis, Change Management, Computer Hardware, Customer Service, Disaster Recovery, Leadership, Databases, Quality Assurance, Requirements Analysis, SDLC, Security, Servers, Team Building, Testing, Training, Troubleshooting, Unix
Education
Northeastern University 2010 — 2012
MS, Informatics
Massachusetts Criminal Justice Training Council (NERPI) 2004 — 2004
Certificate, Reserve Police training
Worcester Polytechnic Institute 1997 — 1997
Client server certificate
Framingham State University 1993 — 1995
BS, Business Administration
Lexington High School
OrderMotion 2012 - 2013
Endeca Technologies 2006 - 2012
Deltek Systems 2000 - 2006
The Governor's Alliance Against Drugs 1999 - 2000
The Field Companies 1998 - 1999
State Street Bank 1996 - 1998
MA Air National Guard June 1989 - June 1995
Skills
SaaS, Enterprise Software, Agile Methodologies, Leadership, Cloud Computing, Professional Services, XML, Business Intelligence, Salesforce.com, Java
Education
Fitchburg State University 2006 — 2008
MA, English
University of Massachusetts at Lowell 1990 — 1996
Bachelor of Science, Business Administration and Management, General
Garmin International August 2009 - Present
the Sunflower Group August 2007 - July 2009
Intronic Solutions Group March 2006 - August 2007
SunGard Data Systems September 2001 - February 2006
State Street Bank May 2000 - September 2001
UMB Bank April 1999 - May 2000
CPI Qualified Plan Consultants, INC September 1994 - April 1999
Compaq Computer Corporation August 1996 - January 1998
Education
University of Phoenix 2002 — 2003
MBA
Fort Hays State University 1994 — 1997
BA
State Street Bank October 2012 - Present
Goldman Sachs August 2009 - October 2012
Deloitte 2005 - August 2009
Education
Fairfield University 2001 — 2005
Accounting
South Shore Bank April 1977 - Present
State Street Bank May 1971 - April 1977
Skills
Banking, Credit Analysis, Loans, Small Business Lending, Credit, Commercial Banking, Financial Services, Insurance, Retail Banking, Consumer Lending, Commercial Lending, Mortgage Lending
Education
Fairfield University
Idaho Wine Merchant September 2012 - Present
La Mia Terra School October 2010 - June 2011
University Child Development School August 2008 - June 2010
State Street Bank December 2006 - March 2008
Education
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
US Bank Vice PresidentUS Bancorp1995 - Present
State Street Bank 1995 - 2003
Bank of Boston 1987 - 1995
Education
Framingham State University 1984 — 1987
US Bank N.A. December 2003 - Present
State Street Bank January 1999 - December 2003
Fleet Bank May 1996 - December 1998
Cochituate Cooperative Homes September 1990 - March 1996
Education
The Johns Hopkins University 2015 — 2015
Certificate of Completion, Assisting Individuals in Crisis
University of Maryland Baltimore County 2015 — 2015
Certificate of Completion, Group Crisis Intervention
Gordon Conwell Theological Seminary 2013 — 2015
Diploma in Urban Church Ministry Program, Pre-Degree Equivalency in Theology
International Fellowship of Chaplains, Inc. 2013 — 2013
Certificate of Completion, Chaplaincy
Ezra School of Apologetics 2011 — 2013
Certificate in Apologetics, Theology/Theological Studies
Boston Christian Academy 2007 — 2009
Christian Education, Religion
Springfield College 2003 — 2008
Human Services, General
Massachusetts Bay Community College 1996 — 1997
Certificate, Computerized Accounting
Fidelity Investments August 2010 - Present
State Street Bank 2000 - August 2010
State Street Corporation / Global Link 2000 - August 2010
State Street Global Markets/E-Exchange 2000 - August 2010
Global Link 2000 - January 2009
State Street Global Markets 2000 - 2009
State Street 2003 - 2006
Bridge Information Systems June 1998 - March 2000
Market Vision June 1991 - June 1998
Skills
Software Development, SDLC, Quality Assurance, Market Data, Unix, Agile Methodologies, Enterprise Architecture, Business Analysis
Education
Gordon College 1986 — 1990
Bachelor of Science (BS)
State Street Bank October 1999 - Present
Applebees International 1994 - October 1999
Skills
Account Reconciliation, Accounting, Financial Reporting, General Ledger, Fund Accounting, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Statements, Accounts Payable, GAAP, Accruals
Education
Fort Hays State University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Finance
State Street Bank Senior Vice PresidentState Street Bank2000 - Present
Education
St. John's University School of Law 1982 — 1984
Florida Atlantic University 1980 — 1981
BBA, Accounting
Oracle June 2015 - Present
Oracle June 2013 - May 2015
Oracle June 2011 - May 2013
Oracle April 2010 - June 2011
Oracle March 2009 - April 2010
Oracle USA, Inc January 2006 - April 2010
Oracle January 2006 - March 2009
Oracle January 2006 - June 2006
State Street Bank 2002 - 2005
Brokerage America January 2002 - December 2002
Skills
Small Business, Content Development, Enterprise Software, SaaS, Solution Selling, Salesforce.com, Sales Process, Business Intelligence, Account Management, Cloud Computing, Lead Generation, Sales, Sales Operations, Business Development, Direct Sales, New Business Development, Management, CRM
Education
Endicott College 1997 — 2001
Bachelor of Science, Business Administration
Salem State University 1993 — 1994
NA, Liberal Arts
Tangoe August 2011 - Present
Invenio Marketing Solutions May 2010 - July 2011
Time Warner Cable Business Class January 2007 - November 2009
E-LOAN, INC August 2006 - December 2006
New York Mortgage Company January 2004 - July 2006
COMCAST, formerly AT&T September 2001 - January 2004
FLASHCOM, INC January 2000 - December 2000
State Street Bank August 1999 - December 1999
AT&T Wireless October 1996 - June 1997
Skills
Customer Satisfaction, Sales, Workshop Facilitation, Customer Service, Leadership, Negotiation, Process Scheduler, Management, Marketing, Outlook, Microsoft Office, Microsoft Excel, Business Planning, Finance, Software Documentation, PowerPoint, Analytical Skills, Microsoft Word, Broadband, Cabling, Solution Selling, Telecommunications, Salesforce.com, CRM, Cloud Computing, Training, Call Centers, Direct Sales, Enterprise Software, Sales Process, Managed Services, Analysis, Selling, Sales Management, Competitive Analysis, Cold Calling, Sales Operations, Virtualization, Professional Services, Account Management
Education
Florida International University 1996 — 1999
BIC Corporation January 2007 - Present
Anthony's Furniture Services December 2000 - December 2007
State Street Bank August 1993 - March 1998
Education
Fairfield University
Finance, Minor in Human Resources
R&C Corp June 2012 - Present
State Street Bank December 1993 - 2010
Skills
Fixed Income, Securities, Derivatives, Hedge Funds, Asset Management, Bloomberg, Mutual Funds, Equities, Portfolio Management, Financial Services, Investments, Options, Relationship Management
Education
Framingham State College 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
State Street Bank September 2006 - December 2010
State Street May 2000 - September 2006
Investors Bank and Trust September 1998 - May 2000
Bank of America September 1996 - August 1998
Skills
Banking, Financial Risk, Program Management, Process Improvement
Education
Gonzaga University
RBC January 2015 - Present
CAA South Central Ontario October 2014 - December 2014
CIBC August 2014 - September 2014
Verax Inc April 2014 - September 2014
Travelers April 2014 - August 2014
Royal Bank of Scotland October 2013 - March 2014
State Street Bank August 2011 - October 2013
Wipro Technologies June 2006 - October 2013
VocaLink February 2010 - April 2010
State Street Bank January 2009 - January 2010
Skills
Data Warehousing, Business Analysis, Software Project..., Quality Assurance, Financial Analysis, Financial Markets, Testing, Managerial Finance, Requirements Gathering, Risk Management, Management, Pre-sales, SDLC, Financial Management, Project Management, Program Management, Analytics, Analysis, Business Process
Education
Great Lakes Institute of Management 2010 — 2011
PGPM, Management
Illinois Institute of Technology 2010 — 2011
Master of Business Administration (MBA)
National Institute of technology ,Jalandhar 2002 — 2006
B.Tech.
Oakbrook Solutions January 2015 - August 2015
Signator Investors, Inc. March 2010 - December 2014
State Street Bank July 2000 - December 2007
Skills
Management, Operations Management, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Data Analysis, Securities, Teamwork, Customer Service, Relationship Management
Education
Fisher College 2012 — 2016
Bachelor's Degree, Accounting
Aviva Investors February 2014 - Present
UBP Asset Management March 2010 - February 2014
AIG Global Investment Group/ PineBridge Investments October 2008 - March 2010
Bank of America January 2006 - August 2008
GAM USA, Inc October 2005 - December 2006
State Street Bank June 2003 - August 2005
Skills
Asset Management, Hedge Funds, Fund Of Funds, Alternative Investments, Valuation, Private Equity, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Bloomberg, Financial Reporting, Fund Accounting, Equities, Investment Banking, Fixed Income, Trading, Due Diligence, Investor Relations, Accounting
Education
Franklin Pierce College 1999 — 2003
Bachelor of Science, Finance, Economics
Stern Brothers & Co. April 2007 - Present
UMB Bank January 2005 - April 2007
State Street Bank January 2001 - June 2004
Skills
Microsoft Office, Investment Banking, Bonds, Trading, Series 63, Series 7, Securities, Fixed Income, Investments, Bloomberg, Credit, Banking, Capital Markets, Financial Services, Middle Office, Private Placements, Bloomberg Terminal, Finance, Municipal Bonds, Corporate Finance, Structured Finance, Valuation, Retirement Planning, Equities
Education
Fort Hays State University 1997 — 2001
BBA, Finance, Financial Planning, Banking
Caler, Donten, Levine, Cohen, Porter & Veil, P.A. 2015 - 2015
Gruss & Co. May 2008 - February 2011
AmeriPath February 2006 - June 2008
State Street Bank 2000 - 2005
Skills
Investments, Accounting, Strategic Financial..., Tax, Asset Management, Financial Planners, Financial Reporting, Financial Modeling, Bloomberg, Mergers & Acquisitions, Microsoft Excel, Fund Accounting, Fixed Income, Finance, Access, Portfolio Management, Financial Planning
Education
Florida Atlantic University 2007 — 2011
Masters in Accounting, Accounting
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Science (BS), Finance and Economics
Great-West Retirement Services April 2015 - Present
JPMorgan Retirement Plan Services April 2012 - Present
Great-West Retirement Services April 2012 - April 2015
JP Morgan Chase October 2009 - April 2012
Global Catalyst Partners October 2008 - October 2009
H&R Block 2000 - 2008
State Street Bank 1999 - 2000
Kemper Service Company May 1988 - June 1996
Kemper Service Company 1988 - 1996
Skills
Series 7, Financial Services, Team Building, Marketing Strategy, Marketing, Securities, Series 63, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Cross-functional Team..., Leadership, Management, Asset Management, FINRA, Relationship Management, Finance, Strategy, Retirement Planning, Analysis, Employee Benefits, Financial Advisory, Sales, Human Resources, Series 6, Bonds, Training, Strategic Planning, Retirement
Education
Governors State University 1984 — 1987
BA, Liberal Arts
Shook, Hardy & Bacon L.L.P. July 2014 - April 2015
Shook, Hardy & Bacon L.L.P. June 2013 - June 2014
Shook, Hardy & Bacon January 2005 - June 2013
State Street Bank 2001 - 2005
The Holmes Group / The Rival Company 1998 - 2001
Skills
Disaster Recovery, CISSP, Networking, Security, Information Security, Business Continuity, Network Security, Vulnerability Management, Computer Security, Risk Management, VMware, Network Administration, SharePoint, Project Management, Windows 7, Windows Server, Vendor Management, Information Security..., ITIL, ISO 27001, Firewalls, Operating Systems, XP, Active Directory, Servers, Troubleshooting, Information Technology, IT Management, System Administration, Team Leadership, Vulnerability Assessment, Data Center, Sweep Accounts, LAN
Education
Friends University
Bacholars, Computer Information Systems
Harvest Bible Chapel Kansas City July 2012 - Present
State Street Bank January 2008 - July 2012
NovaStar Mortgage May 2002 - December 2007
Pro Staff October 2001 - May 2002
Skills
Customer Service, Microsoft Office, Excel, Banking, Accounting, Budgets, Financial Analysis, Outlook, Software Documentation, Accounts Payable, Spreadsheets, Access, Financial Services, Finance, Mortgage Lending, Analysis, Microsoft Excel
Education
Emporia State University 1997 — 2000
The Siegfried Group January 2007 - Present
State Street Bank September 2001 - December 2006
Skills
Financial Reporting
Education
Fairfield University 1997 — 2001
B.S., Mathematics
Navy Federal Credit Union September 2013 - Present
ATPCO March 1995 - September 2013
United Airlines 1994 - 1995
State Street Bank 1993 - 1994
Skills
E-Learning, Captivate, Articulate Suite, Learning Management..., Instructional Technology, Instructional Design, Instructional Manuals, Team Leadership, SDLC, SCORM, Lectora, Business Analysis
Education
Frostburg State University 1990 — 1993
Elementary Education and Teaching
Northern Virginia Community College 1989 — 1990
JPMorgan Vice PresidentJPMorgan Chase2008 - Present
Jefferies & Company 2006 - 2008
Commerzbank 2003 - 2005
State Street Bank 2002 - 2003
Deutsche Bank 2000 - 2002
Bankers Trust Company 1992 - 2000
The Bank of New York 1989 - 1992
Skills
Bloomberg, Repossessions, Securities Lending, Equities, Trading, Sales, Securities, Fixed Income, Series 7, Hedge Funds, Settlement, Capital Markets, Prime Brokerage
Education
Fordham University 1981 — 1985
BA, English
Molisse Realty Group, LLC August 2008 - Present
State Street Bank February 2003 - April 2008
State Street 2003 - 2008
Bankers Trust /Deutsche Bank / State Street 1980 - 2008
Bankers Trust / Deutsche Bank / State Street Bank 1980 - 2008
Deutsche Bank May 1980 - February 2003
Bankers Trust Company 1980 - 1998
Skills
FX Options, Real Estate, Investment Properties, Asset Management, Mutual Funds, Securities, Equities, Fixed Income, Banking, Bloomberg, Derivatives, Middle Office, Investments, Financial Services, Vendor Management, Back Office, Asset Managment, Capital Markets, Hedge Funds, Corporate Finance
Education
Ohio Northern University—Claude W. Pettit College of Law 1973 — 1974
Bachelor of Arts (BA), Political Science and Government
Fairleigh Dickinson University 1969 — 1973
BA, Political Scient
SSC January 2007 - July 2012
Putnam Investments January 2005 - December 2006
Fidelity Investments May 2000 - December 2004
Stonehill College February 1999 - 2001
!hey software inc. March 2000 - May 2000
Risk Management Foundation September 1999 - March 2000
Putnam Investments May 1999 - September 1999
State Street March 1987 - March 1999
State Street Bank 1987 - 1999
Skills
Java, Java Enterprise Edition, EJB, Struts, JDBC, SOAP, JAXB, JSP, JMS, JAAS, Spring, Websphere, Glassfish, Sun One Java..., WebLogic, TomCat, Unix, UNIX (Linux, RedHat..., Unix Shell Scripting..., SQL, Oracle 8i/9i/10g/11g..., Sybase, DB2, SOA, TIBCO Rendezvous, Perl Script, HTML, JavaScript, Log4j, SiteMinder, AutoSys, XML, XSD, XSTL, SDLC, XML Spy, Beyond Compare, Fund Reconciliation, Corporate Actions, Pension Calculations, FTP / SFTP / FTPS /..., Solaris
Education
Fitchburg State University 2014 — 2015
Master of Science (MS), Computer Science
Fitchburg State University
BS Computer Science, Computer Science
Chelmsford High School
University of Massachusetts at Lowell
Computer Science
Anthem, Inc. December 2014 - Present
Beacon Health Strategies September 2013 - Present
Tufts Health Plan – Network Health December 2009 - September 2013
State Street Bank December 2008 - December 2009
Arbella March 2006 - April 2008
SunLife 2000 - 2006
Softtek March 1998 - June 2000
Accenture April 1995 - May 1997
Skills
Business Analysis, Enterprise Architecture, Microsoft SQL Server, XML, SDLC, Crystal Reports, IT Strategy, Systems Analysis, Vendor Management, SQL, Agile Methodologies, Database Design, Requirements Analysis, Software Project..., Integration, Requirements Gathering, Testing, Software Development, Project Management, Databases, Quality Assurance, Java, Business Process, Analysis, IT Management, Teaching, Scrum, HTML, Visio, Business Intelligence, Process Improvement, Software Documentation, Data Warehousing, .NET, SharePoint
Education
Gordon Conwell Theological Seminary 2005 — 2008
Master of Divinity (MDiv), Theology and Archeology
La Salle University 1984 — 1995
Engineering cybernetics, Control, system dynamics, automation of industrial processes, perception, cognition
Fidelity Management and Research Company April 2012 - February 2013
Cambridge Health Alliance September 2010 - July 2011
State Street Bank November 2008 - May 2010
Skills
Quality Assurance, SQL, Software Documentation, Requirements Analysis, Microsoft SQL Server, Testing, Databases, Business Analysis, Agile Methodologies, Troubleshooting, Access, Test Cases, Software Quality..., Test Planning, SharePoint, Requirements Gathering, Systems Analysis, User Acceptance Testing, SDLC, Unix
Education
Franklin & Marshall College
BS, Government
John Hancock Retirement Plan Services April 2015 - Present
New York Retirement Plan Services September 2013 - March 2015
New York Life Retirement Plan Services May 2010 - August 2013
Fidelity Investments 2004 - 2009
Fidelity Investments 2001 - 2004
Fidelity Investments 1994 - 2001
State Street Bank 1988 - 1989
Skills
Management, Financial Services, 401k, Analysis, Business Analysis, Mutual Funds, Investments, Portfolio Management, Risk Management, Project Management, Process Improvement
Education
Fordham University 1984 — 1987
Bachelor, Finance
Kimbrough's Catering January 2010 - Present
State Street Bank February 2003 - Present
Bankers Trust 1997 - 2003
Selma City Schools 1993 - 1997
LCCC August 1989 - August 1993
Skills
Outlook, Customer Service, PowerPoint, Excel, Word, Purchasing, Microsoft Excel, Event Management, Microsoft Word, Fundraising, Strategic Planning, Negotiation, Program Management, Real Estate, Customer Oriented, Access, Training, Financial Management..., Team Building, Leadership, Determination to Succeed, Event Planning, Coaching, Analysis, Nonprofits, Public Speaking, Microsoft Office, Leadership Development, Management, Social Media, Process Improvement, Human Resources, Policy, Staff Development, Budgets, Sales, Public Relations, Recruiting, Change Management, Healthcare, Research, Forecasting, Marketing, Data Analysis
Education
The International Culinary Schools at the Art Institutes 2008 — 2010
AA, Culinary Arts
Fisk University 1984 — 1988
BA, 1988
Purdue University 1980 — 1983
wirt high school
wirt high school
wirt high school
New York Life Retirement Plan Services June 2009 - Present
State Street Bank October 2006 - February 2009
State Street Bank October 2002 - September 2006
State Street Bank May 2001 - September 2002
State Street Bank August 1999 - April 2001
Skills
Change Management, Project Management, Management, Vendor Management, Operations Management, Risk Management, SDLC, Team Management, CRM, Business Analysis, Process Improvement, Leadership, Relationship Management, Program Management, PMO, Business Process..., Analysis, PMP, Banking, Financial Services, Outsourcing
Education
Fairfield University
B.A.
The River Church August 2010 - Present
Schooner Financial August 2006 - April 2012
Gas Technology Institute October 2002 - January 2004
State Street Bank February 1997 - August 1997
Cayman Islands Monetary Authority June 1990 - October 1995
Skills
Finance, Banking, Lotus Notes, Analysis, QuickBooks, Customer Service, Management, Event Planning, PowerPoint, Community Outreach, Microsoft Office, Microsoft Excel, Outlook, Time Management, Project Planning
Education
Fitchburg State University 1987 — 1990
Bachelor of Science, Economics
State Street Bank July 1992 - Present
State Street Bank July 1992 - February 2009
Education
Framingham State University 1987 — 1991
BS, Business Administration
Credit Suisse March 2010 - Present
State Street Bank May 2007 - April 2009
State Street Bank February 2005 - May 2007
State Street Bank August 2003 - February 2005
Deutsche Bank February 2000 - August 2003
Education
Fordham University 1992 — 1996
BS, Finance
NYU-in-Paris 1994 — 1995
French, Art, Literature
John Brewers Tavern April 2007 - Present
Whitman Culinary Group 2012 - 2012
MetroWest Economic Research Center (MERC) January 2008 - May 2009
state street bank 2009 - 2009
Skills
Fixed Income, Mutual Funds, Bloomberg, Securities, New Business Development, Sales, Account Management, Social Media, Cross-functional Team..., SaaS, Investments, Financial Analysis, Banking, Portfolio Management, Equities
Education
Framingham State College 2005 — 2009
Master's degree, Dietetics and Clinical Nutrition Services
Framingham State University 2005 — 2009
Bachelors of Science, Business Administration; History
Kforce February 2005 - March 2009
AM-PM Cleaning Corporation 2004 - 2005
Sodexho Pass 2002 - 2004
State Street Bank 2000 - 2002
Next Generation Children's Centers 2000 - 2000
Montachusett Opportunity Council, Inc. 1998 - 2000
Children's World Learning Center 1998 - 1998
Skills
Recruiting, Employee Training, Employee Relations, Microsoft Excel, Analytics, Customer Service, classroom, World Class Customer..., Disaster Recovery, Interviews, Internet, Microsoft Office, Office Management, Office Administration, PowerPoint, Project Management, Painting, Quality Assurance, Quality Control, Research, Restaurants, Relocation, Small Business, Typing, Vendor Management, Writing, Tutoring, Teaching, Teacher Training, Call Centers, Production Managment, Account Management, Operations Management, Software Development, Software Quality...
Education
Fitchburg State University 1993 — 1998
BS, Education
Burns & McDonnell March 2015 - Present
Red Mountain Energy August 2014 - March 2015
Concorde Career Colleges, Inc. June 2014 - July 2014
Stephen James Associates November 2013 - February 2014
CVR Energy September 2008 - April 2011
Genesis Gas & Oil LLC February 2007 - September 2008
Kansas City Power & Light October 2004 - April 2006
Layne Christensen May 2002 - October 2004
Black & Veatch April 1998 - May 2002
State Street Bank 1996 - 1998
Skills
Financial Reporting, Sarbanes-Oxley Act, General Ledger, Financial Analysis, Accounting, Forecasting, Finance, Auditing, Internal Controls, Invoicing, Sarbanes-Oxley, Financial Modeling, Accounts Receivable, Process Improvement, Account Reconciliation, Variance Analysis, Payroll, Six Sigma, Business Intelligence, Mergers & Acquisitions, Income Tax, Tax Preparation, Corporate Tax, Tax Accounting, Project Management, Team Management, Oil & Gas Industry, Energy Industry, EPC, Project Accounting, Capital Projects, Budgeting, Consulting, Accounting Management, Oil & Gas Accounting, Treasury Management, Treasury, Cash Management, Business Process..., Materials Management, GAAP
Education
University of Kansas - Graduate School of Business 1998 — 2002
MBA, E-Business, 3.7/4.0
Emporia State University 1992 — 1996
Bachelor of Science, Accounting, 3.6/4.0
Olathe North 1987 — 1989
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
eSecLending August 2014 - Present
Goldman Sachs August 2008 - March 2014
UBS Investment Bank April 2002 - August 2008
Brown Brothers & Harriman Co March 2000 - April 2002
State Street Bank September 1990 - March 2000
Skills
Trading, Corporate Actions, Equities, Series 7, Derivatives, Fixed Income, Prime Brokerage, Investment Banking, Hedge Funds, Bloomberg, Securities Lending, Capital Markets, Series 63, Investments, Securities
Education
Fisher College
Business Administration and Management, General
University of Massachusetts June 2007 - August 2009
State Street Bank April 2007 - April 2009
University of Massachusetts July 2002 - June 2007
Florida Atlantic University August 2005 - December 2006
UMass Medical School April 1999 - July 2002
Bechtel Power Corporation May 1987 - December 1998
Bechtel Savannah River, Inc. August 1994 - July 1995
Bechtel January 1990 - August 1994
Bechtel Power Corporation January 1976 - May 1987
Education
Florida Atlantic University 1995 — 1996
MBA, Business Management & HRIS
University of Tennessee-Knoxville 1989 — 1989
BS, Business Management
Hinds Community College 1977 — 1979
AA, General
The Home Depot April 2014 - Present
Putnam Investments May 2004 - October 2011
Cross Country Automotive Services January 1997 - May 2004
State Street Bank January 1994 - June 2003
Agfa 1989 - 1993
Skills
Business Intelligence, Lotus Notes, Vendor Management, Business Analysis, Disaster Recovery, Virtualization, Business Process..., VMware, Information Technology, Troubleshooting, Project Management, Data Center, Software Project..., SQL, SaaS, IT Operations, SDLC, Team Leadership, Salesforce.com, Change Management, Process Improvement, Visio, Program Management, Unix, Incident Management, ITIL, Requirements Analysis, Cross-functional Team..., Management, Integration, IT Management, IT Strategy, Cloud Computing
Education
Suffolk University - Sawyer School of Management 1994 — 1996
MST, Taxation
Franklin Pierce College 1990 — 1994
Bachelor's degree, Finance and Financial Management Services
Hanover High School August 2013 - Present
New England Patriots September 2012 - April 2013
303 Cafe March 2011 - August 2011
J.M. Perrone Co., Inc. August 2009 - August 2010
K & D Scientific Consulting, Inc August 2008 - December 2008
State Street Bank January 2006 - December 2007
Skills
Mathematics, Statistics, Data Analysis, Spreadsheets, Leadership, Sports Coaching, Sports Management, Sports, Coaching, Accounting, Finance, Accounts Payable, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, General Ledger, Social Media, Training, Team Building, Customer Service, Sales, Account Reconciliation
Education
Northeastern University College of Professional Studies 2012 — 2013
Master's Degree, Sports Leadership, 3.87
Fairfield University 2001 — 2005
Bachelor's Degree, Mathematics and Computer Science
State Street Bank June 2009 - Present
Education
Franklin Pierce University 2004 — 2009
JPMorgan Chase May 2013 - June 2015
State Street Bank September 2011 - June 2013
Deloitte January 2011 - September 2011
JPMorgan Chase February 2007 - December 2010
Investors Bank & Trust 2006 - 2007
FEMA 2005 - 2006
Hockomock Area YMCA 2005 - 2005
Skills
Tax Returns, Partnership Taxation, GoSystems, Tax Accounting, Tax, Accounting, Financial Services, Bloomberg, Financial Analysis, Financial Reporting, Fund Accounting, Hedge Funds, Private Equity, SEC filings, Alternative Investments
Education
Framingham State University 2001 — 2005
Business
North Attleboro High School 1995 — 1999
State Street Bank January 1997 - Present
State Street Global Advisors January 1997 - October 2002
Raytheon 1985 - 1996
Skills
Risk Management, SDLC, Fixed Income, Databases, Java Enterprise Edition, Requirements Gathering
Education
Framingham State University 1993 — 1996
Bachelor of Science (BS), Computer Science
Framingham State University 1990 — 1996
Bachelor's degree, Computer Science
Long and Foster Real Estate November 2014 - Present
New York Life Insurance Company October 2013 - December 2014
International Foundation for Retirement Education (InFRE) December 2012 - December 2014
TIAA-CREF June 2011 - October 2012
ICMA-RC September 2008 - June 2011
CitiStreet 2004 - 2007
CitiStreet 1997 - 2007
State Street Bank March 1997 - December 2004
Wendover Funding INC 1993 - 1996
Skills
Strategy, Defined Contribution, Retirement, Deferred Compensation, 401k, Investments, Strategic Communications, FINRA, Retirement Plan..., Retirement Planning, Series 63, State Government, Pensions, 457 Plans, FAR, Marketing Communications, Management, Financial Services, National Accounts, CAS, L&H, Minority Business..., Series 6, Public Sector Markets, Mutual Funds, Portfolio Management
Education
George Mason University
Bachelor's Degree, Business Communications
Dalton Investments March 2012 - Present
Bank of New York Mellon November 2007 - March 2012
State Street Bank 2006 - 2007
Fidelity Investments 2005 - 2005
American Express June 2003 - August 2003
Skills
Investments, Asset Managment, Portfolio Management, Capital Markets, Derivatives, Hedge Funds, Fixed Income, Fund Administration, Fund Accounting, Equities, Alternative Investments, Bloomberg, Asset Management, Securities, Asset Allocation, Mutual Funds, Financial Services, Finance, Financial Reporting, Equity Research, Investment Strategies, Trading, Bonds, Investment Management
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
Bachelor of Business Administration (BBA), Finance
Scholastica
State Street Bank June 2011 - Present
University Credit Union October 2009 - January 2011
Excellent Moving and Storage July 2009 - September 2009
Gettysburg College History and Classics Department January 2008 - May 2009
National Park Service May 2008 - September 2008
David Weekley Homes May 2007 - August 2007
Pappadeaux Seafood Restaurant January 2006 - January 2007
Skills
Customer Service, Customer Satisfaction, Program Management, Social Media, Event Planning, Administrative..., Administrative..., Research, PowerPoint, Microsoft Word, Access, Management, Marketing, Microsoft Excel, Microsoft Office, Outlook, Strategy, Time Management
Education
Simmons College 2011 — 2013
Masters, History
Gettysburg College 2005 — 2009
Bachelor of Arts, History
State Street Bank September 2005 - Present
Education
Georgetown University 2001 — 2005
BA, Econmics
Citi April 2012 - Present
State Street Bank April 2011 - March 2012
State Street May 2008 - April 2011
Skills
Private Equity
Education
Fairleigh Dickinson University 2006 — 2008
Master, Accounting
Shanghai University of Finance and Economics
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Somerville Public Schools July 2013 - Present
Stanley Security Solutions August 2008 - July 2013
Franklin Street Properties 2007 - 2008
L-3 Communications 2005 - 2007
State Street Bank 2001 - 2004
Evergreen Investments 2000 - 2001
Tufts Medical Center 1997 - 2000
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, Market Research, Manage Client..., Program Implementation, HRIS, HR Software, Human Resources, Business Visas, Applicant Tracking..., Compensation & Benefit, Management, Process Improvement, CRM
Education
Endicott College 2014 — 2016
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Northeastern University 2010 — 2013
Bachelor's degree, Business Administration and Management, General, 3.65
State Street Bank July 2007 - Present
Education
Fitchburg State College
Bachelor's degree, Mathematics
EIA Global September 1998 - Present
State Street Bank 1996 - 1998
NationsBank July 1994 - September 1996
First Union National Bank March 1990 - July 1994
Shawmut Bank June 1979 - December 1989
Education
Georgetown University 1977 — 1979
M.S.F.S., Foreign Service
Tufts University 1973 — 1977
B.A.
State Street Bank May 2001 - December 2010
DST Systems May 1994 - May 2001
Education
Emporia State University 1981 — 1985
BA, Accounting/data processing/economics
BHS
Citco Fund Services September 2013 - Present
CIBC Mellon June 2011 - August 2013
State Street Bank September 2007 - July 2011
State Street Bank April 2006 - September 2007
State Street October 2005 - April 2006
Saxon Mutual Funds (now Mackenzie Invesments) December 2004 - April 2005
Skills
Bloomberg, Access, Microsoft Excel, Finance, Financial Services, Outlook, Securities, Financial Analysis, Mutual Funds, Lotus Notes, Investments, Equities, Risk Management, Banking, Relationship Management, Asset Management, Business Analysis, Leadership
Education
George Brown College 2004 — 2005
Post Graduate Certificate, Marketing Management and Financial services
University of Madras 2000 — 2003
Bachelors, Business Administration
Kela Tennis Inc., October 2013 - August 2014
Concordia College–New York September 2009 - July 2013
State Street Bank September 2007 - August 2008
The New York Mortgage Company LLC. New York, NY September 2002 - August 2007
Skills
Microsoft Office, Research, Organizational..., Customer Service, English, Windows, Outlook, Photoshop, Accounts Payable, Accounts Receivable, Financial Accounting, Financial Services, Financial Audits, Financial Statements, Investment Banking, Mortgage Banking, Account Reconciliation, Accounting, Training
Education
Emporia State University 1994 — 1997
Emporia State University, Kansas
Sacred Heart Convent, Sri Lanka
US Bank 2003 - 2012
State Street Bank 1999 - 2003
Skills
Business Analysis, Corporate Finance, Banking, Credit, Customer Service, Strategic Planning, Commercial Banking, Financial Analysis, Accounting, Investment Banking, Leadership, Process Improvement, Project Management, Sales, Financial Services, Finance, Budgets
Education
Furman University
Economics and Business Administration
State Street Bank treasurerSave a Life Inc.2011 - 2012
Education
Fitchburg State College 2000 — 2005
Master of Business Administration (MBA), Business Administration
State Street Bank November 2012 - Present
Morgan Stanley March 2012 - October 2012
OPUS Atlanta July 2009 - February 2011
Enterprise Rent-A-Car January 2008 - May 2009
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Proprietary Trading, Accounting, Forecasting, Trend Analysis, International Business, Microsoft Office, Excel, Word, PowerPoint, Budgeting
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2012
Masters of Professional Accountancy, Accounting, 3.5
University of South Carolina - The Moore School of Business 2003 — 2007
BS, Corporate Finance/International Business, 3.9
Universitat Pompeu Fabra 2006 — 2006
Study abroad (non-degree program), International Business/Spanish
Care.com May 2015 - Present
Parenthood February 2013 - Present
Tech Networks of Boston May 2012 - July 2013
ProctorCam Inc, Present June 2010 - September 2012
Ajilon Consulting March 2006 - 2009
Ajlion Staffing March 2006 - 2009
Ajlion Staffing March 2006 - 2009
Ajlion Staffing March 2006 - 2009
Jewish Elderly Community Housing April 2005 - 2006
State Street Bank January 2000 - 2002
Skills
Operating Systems, Hardware, Windows 7, Desktop Support, Printers, XP, Active Directory, DHCP, DNS, Windows Server 2008, TCP/IP, Routers, Access, Switches, Norton Ghost, Word, Excel, PowerPoint, Modems, Mobile Devices, Network Devices, Hubs, Troubleshooting, Microsoft Office, Inventory Management, Software Installation, Remedy, Laptops, Windows Server 2003, VPN, Outlook, Documentation, Servers, Blackberry, Computer Hardware, Lotus Notes, Windows, Windows Server, Antivirus, Workstations, FTP, System Administration, LAN/WAN, VMware, Group Policy, Database Administration, Phone Skills, Mobile Technology, Blackberry Enterprise..., BMC Remedy
Education
Millennium Training Institute 2009 — 2011
Certificate, Network Specialist
Gibbs College 1999 — 2001
Associate's Degree, Computer Networking and Operations
Roxbury Community College 1998 — 1999
none, general education
Brighton High School 1994 — 1998
High School Diploma, general
Gap Inc./Old Navy July 2015 - Present
Converse September 2012 - July 2015
Talbots February 2012 - September 2012
State Street Bank March 2011 - February 2012
Avedis Zildjian Company September 2010 - December 2010
TOPSHOP TOPMAN January 2010 - May 2010
Skills
Analytical Abilities, Multitasker, Economics, Marketing Strategy, Allocation, Retail, Microsoft Excel, Microsoft Word, Apparel, Trend Analysis, Merchandising, Styling, Strategic Planning, Fashion, JDA, Mainframe, Strategy, Analysis, Public Relations
Education
Fordham University 2007 — 2010
BS, Business Administration, Marketing, Economics, Global Studies
University of London 2009 — 2009
Small Business Administration/Management
Loyola College in Maryland 2006 — 2007
BS, International Business
Notre Dame Academy
High School
State Street March 2010 - September 2011
State Street Bank April 2008 - March 2010
State Street Bank December 2006 - March 2008
Skills
Financial Analysis, Business Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Financial Reporting, Market Research, Banking, Research, CRM
Education
Georgetown University 1999 — 2003
BSFS, International Relations and Affairs
BCH 1996 — 1999
Anchor Capital Advisors April 2006 - Present
State Street Bank 2004 - 2006
Education
Fairfield University 2000 — 2004
State Street Bank January 2008 - Present
Merrill Lynch August 2007 - December 2007
New England Financial October 2006 - June 2007
Skills
FX Operations, Trade Operations, Cash, Multi Tasking, Client Liaison, Account Reconciliation, Futures, Collateral, SWIFT messages
Education
Fordham University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
State Street Bank April 2014 - Present
JPMorgan Chase January 2013 - April 2014
State Street December 2011 - December 2012
State Street June 2008 - December 2011
Skills
Accounting, Account Reconciliation, Global Custody, Cash Management, Financial Statements, Microsoft Excel, General Ledger, Fund Accounting, Financial Reporting, Mutual Funds, Fund Administration, Financial Statement..., SEC filings, Fund Of Funds, Financial Analysis, Financial Modeling, Finance, Bloomberg, Bloomberg Terminal, Alternative Investments, Private Equity
Education
Bentley University 2011 — 2013
Master of Business Administration (MBA), Management
Framingham State College 2004 — 2008
Bachelor of Business Administration (BBA)
American Pacific Mortgage February 2013 - Present
State Street Bank 2011 - 2012
State Street Bank 2009 - 2011
State Street Bank 2006 - 2009
SAFE Credit Union 2005 - 2006
Investors Bank & Trust 2002 - 2005
Skills
Equities, Bloomberg, Risk Management, Finance, Fixed Income, Securities, Mutual Funds, Investments, Financial Services, Financial Analysis, Treasury Management, Treasury Services, Treasury, Cash Management, Microsoft Excel, Project Management
Education
Golden Gate University
Master of Business Administration (MBA)
UC Davis
Bachelor of Science (BS), Managerial Economics
Wells Fargo December 2013 - Present
The Newport Group January 2012 - December 2013
Wells Fargo February 1988 - December 2012
State Street Bank September 1999 - June 2003
Skills
Retirement, Financial Services, Mutual Funds, 401k, Client Services, Qualified Retirement..., Non-Qualified Deferred..., Management, Customer Service, Employee Benefits, Relationship Management
Education
High Point University 1988 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Forsyth Technical Community College 1986 — 1988
Associate's degree, Business Administration and Management, General
State Street Bank May 2005 - Present
Skills
Outlook, PowerPoint, Microsoft Word, Microsoft Office, Access
Education
Fisher College 2002 — 2004
Medical Insurance Coding Specialist/Coder
State University of New York at Delhi 1996 — 1998
Architectural Drafting and Architectural CAD/CADD