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),
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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
Crestwood Midstream Partners LP May 2015 - Present
Crestwood Midstream Partners LP February 2014 - Present
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank June 2012 - February 2014
State Street November 2011 - June 2012
State Street Bank May 2011 - November 2011
Skills
Microsoft Office, Time Management, Social, Access, PowerPoint, Microsoft Word, Customer Service, Accounting, Research, Microsoft Excel, Outlook, Analysis, Data Analysis, Teamwork, Data Entry, Leadership, Telephone Skills, Financial Analysis, Team Leadership, Finance, Financial Statements, Financial Reporting, Financial Modeling, Banking, Forecasting, Credit, Mutual Funds, Fund Accounting, Insurance
Education
Kansas State University 2007 — 2011
BSBA, Finance
Kansas State University
Master of Business Administration (M.B.A.)
Northern Trust Corporation November 2014 - Present
Christener Farms May 2003 - Present
Northern Trust July 2013 - November 2014
State Street Bank January 2011 - June 2013
State Street Bank January 2008 - January 2011
Skills
Mutual Funds, General Ledger, Account Reconciliation, NAV, Financial Reporting, Corporate Actions, Bloomberg, Financial Accounting, Accounting, Employee Training, Forecasting, Analysis, Enterprise Software
Education
Kansas State University 2003 — 2007
Bachelor of Science (B.S.), Finance and Financial Management Services
Kansas State University 2005 — 2007
Minor, Leadership Studies
State Street Bank October 2015 - Present
Aquanima July 2011 - July 2015
Sunshine State Health Plan May 2010 - May 2011
HEALTH PLANS INC. (Subsidy of Harvard Pilgrim Health Care) April 2009 - May 2010
Sunshine State Health Plan June 2008 - November 2008
John Hancock Financial Services March 1996 - March 2008
Skills
Customer Service, PowerPoint, Project Management, Microsoft Office, Management, Business Strategy, Team Leadership, Process Improvement, Strategic Planning, Analysis, Negotiation, Leadership, SAP, Business Analysis, Schedule Analysis, Logistics Management, Shortage Control, Procurement, Supply Chain, Inventory Analysis, Contract Negotiation, Contract Management, Licensing, International Logistics, Ariba
Education
Keiser University-Ft Lauderdale 2010 — 2014
Bachelor's Degree, Bachelor of Arts in Business Administration & Management
Best Buy August 2009 - May 2015
deVere Group June 2014 - August 2014
State Street Bank September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Written & Oral..., Psychology, Financial Analysis, Assistant Teaching, Academic Advising, Leadership, Financial Modeling, Finance, Analysis, Customer Service, Equities, Financial Services, Investments, Portfolio Management
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Dual Degree, BBA in Finance, BA in Psychology, Minor in Economics, GPA: 3.961/4.000
Investment Banking Institute 2014 — 2014
Investment Banking, Valuation, Modeling
CAIA Association
Passed Level I of the CAIA Program
CFA Institute
Passed Level I of the CFA Program
Cerner Corporation July 2013 - Present
Cerner Corporation September 2012 - July 2013
Cerner Corporation October 2011 - September 2012
State Street Bank June 2010 - October 2011
Skills
Accounting, Microsoft Office, Client Communication, Healthcare, Microsoft Excel, Analysis, PowerPoint, Data Analysis, Microsoft Word, Account Reconciliation, Finance, Project Management, Access, Business Analysis, Financial Modeling
Education
Kansas State University 2006 — 2010
Bachelor of Science, Accounting
Mutual of Omaha Bank December 2014 - Present
Renaissance Financial May 2014 - December 2014
State Street Bank September 2013 - May 2014
Student Painters September 2012 - September 2013
Skills
Sales, Strategic Planning, Leadership, Customer Service, Management, Business Planning, Analytics, Negotiation, Public Speaking, Organization, Cold Calling, Selling, Entrepreneurship, Time Management, Sales Operations, Customer Satisfaction, Marketing, Finance, Recruiting
Education
University of Kansas 2012 — 2014
Bachelor of Science (BS), Finance
Johnson County Community College 2010 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Topka West High School 2006 — 2010
Diploma, General Studies
Proficio Capital Partners, LLC January 2015 - Present
State Street Bank May 2014 - December 2014
State Street Bank April 2013 - May 2014
Skills
Access, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Analysis, Leadership, Financial Analysis, Accounting, Teamwork, Finance, Market Research, PowerPoint, Public Speaking, Financial Modeling
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor's of Business Administration, Accounting
McBride, Lock & Associates November 2011 - Present
State Street Bank May 2011 - October 2011
KC&G Business Appraisal Associates, Inc. September 2010 - April 2011
Skills
Accounting, Auditing, CPA
Education
Kansas State University 2005 — 2010
Master's degree, Accounting
AICPA December 2011 - November 2013
Duke University Health System March 2011 - December 2011
The Barnstable Patriot April 2006 - August 2008
State Street Bank May 2005 - September 2005
Fidelity Investments October 2004 - April 2005
State Street Bank February 2003 - October 2004
EMD Serono, Inc. August 2002 - December 2002
John Hancock Financial Services October 2000 - June 2002
Skills
Sales Presentations, Problem Solving, Communication Skills, Skilled Multi-tasker, Product Marketing, Creative Solutions, Sales Motivation, Skilled Relationship..., Social Listening, Success Driven, Great Organizer, Exceptional Attitude, Project Management, Microsoft Office, Customer Service, Access, Strategic Planning
Education
Johnson and Wales University
Bachelor's Degree, Hospitality Sales & Meeting Mangement
Mount Ida College
Associate's Degree, Hotel & Restaurant Management
Wake Technical Community College
State Street November 2014 - Present
State Street Bank September 2013 - October 2014
Brown Brothers Harriman February 2013 - July 2013
Brigham and Women's Hospital June 2011 - August 2011
Brigham and Women's Hospital June 2011 - August 2011
Brigham and Women's Hospital June 2010 - August 2010
Brigham and Women's Hospital June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, PeopleSoft, Lotus Notes, STAR, Outlook, Corporate Actions, Fund Accounting, Fund Of Funds, Fixed Income, Fixed Income Portfolio..., Equities, Net Asset Value, Financial Accounting, Auditing, Finance, Bloomberg Terminal, Client Services, Bloomberg, Mutual Funds, Derivatives, Financial Services, Financial Analysis, Research, Securities, Investments, Management, Analysis, Banking, Portfolio Management
Education
Johnson & Wales University 2008 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Embrace Home Loans July 2013 - Present
BNY Mellon February 2007 - July 2013
State Street Bank 2004 - 2007
Skills
Mortgage Banking, Mortgage Lending, Loans, Refinance, FHA, VA loans, Loan Origination, Credit, Finance, Mortgage Marketing, Consumer Lending, Credit Analysis, Residential Mortgages, VA Loans, USDA, Banking, FHA Financing
Education
Johnson and Wales University 2007 — 2009
Master of Business Administration (MBA), Finance, General
Suffolk University 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
adidas Group August 2015 - Present
State Street September 2014 - August 2015
State Street January 2013 - August 2014
State Street Bank September 2011 - December 2012
Reebok June 2007 - September 2011
Skills
Scuba Diving, EMT, First Responder, Microsoft Office, Cpr Certified, AED, Account Reconciliation, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Resource Economics, Focus in Managerial Economics and Accounting
University of Massachusetts, Amherst
KPMG January 2013 - November 2014
KPMG September 2012 - January 2013
Bank of Montreal August 2009 - March 2012
Maple Leaf Foods August 2007 - August 2009
Deloitte May 2005 - August 2007
Ernst & Young May 2004 - April 2005
Accenture January 1998 - May 2002
State Street Bank January 1995 - January 1997
TD Canada Trust February 1989 - December 1995
Skills
Program Management, Information Systems, Business Process..., Business Transformation, Process Improvement, Change Management, Risk Management, Governance, Enterprise Risk..., Management Consulting, PMO, Business Process, Business Process..., Business Strategy, Strategic Planning, Business Case, Operational Excellence, Financial Services, Sarbanes-Oxley Act, Risk Assessment, Performance Improvement, Project Management, Process Consulting, Business Process Mapping, Business Process Design, Acquisition Integration, Six Sigma, Internal Audit, Organizational Design, Strategy, Stakeholder Management, Internal Controls, Operational Risk, Process Control, Continuous Improvement, Mortgage Lending, Enterprise Content..., Business Process..., Document Imaging, Information Management, Workflow, Relationship Management, Stakeholder Engagement, Business Analysis, ERP, IT Strategy, Outsourcing
Education
The University of Western Ontario - Richard Ivey School of Business 2004 — 2006
MBA
University of Toronto 1990 — 1995
Honours BA
State Street Global Advisors September 2015 - Present
State Street Global Advisors March 2014 - September 2015
State Street Global Advisors July 2008 - February 2014
State Street Bank 2007 - 2008
Investors Bank and Trust 2006 - 2007
Investors Bank and Trust 2005 - 2006
Education
Suffolk University - Sawyer School of Management 2009 — 2013
MBA, Finance
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2004
BAA, Accounting
Raytheon December 2014 - Present
Marguerite Concrete Contractors Inc June 2014 - September 2014
Oyster Harbors Club May 2012 - August 2013
State Street Bank January 2013 - May 2013
DermaConcepts / Environ Skin Care April 2010 - January 2012
Skills
Customer Service, Accounting, Time Management, Facebook, Event Planning, Teamwork, Social Networking, Social Media, Event Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Training, QuickBooks, Data Analysis, Data Entry, Accounts Receivable, Finance, Team Leadership, Invoicing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, Senior
CHOC Children’s Hospital of Orange County September 2013 - Present
Keller Williams Studio City California April 2011 - Present
State Street Bank January 2003 - June 2011
Skills
REO, Foreclosures, Sales, Customer Service, Sales Management, Short Sales, First Time Home Buyers
Education
American Career College 2011 — 2013
Kaplan University
Bachelor's degree, Real Estate
State Street Bank April 2014 - Present
Oracle Financial Services Software Ltd November 2000 - March 2014
Manipal Control Data March 1999 - October 2000
Skills
Software Development, SOA, Agile Methodologies, Software Project..., Enterprise Architecture, Solution Architecture, Requirements Analysis, Data Warehousing, SDLC, Business Intelligence, Java, Vendor Management, Cloud Computing, Business Transformation, Oracle, Securities Lending, Securities Risk..., Project Management, Agency Lending..., Project Planning, Project Estimation
Education
Karnatak University 1993 — 1997
Bachelor of Engineering (BEng), Electronics and Communications Engineering
Law Offices of Anna Smith Felts July 2015 - Present
Bonefish Grill 2012 - Present
McDonald's Corporation 2008 - 2012
State Street Bank 2005 - 2008
Northside Baptist Church 2003 - 2005
Skills
Data Entry, Customer Service, Bartending, Customer Satisfaction, Multi-unit, POS, Cooking, Inventory Management, Outlook, Facebook, Catering, Research, Phone Etiquette, Event Planning, Training, Food, Leadership, Payroll, Food & Beverage, Food Safety, Operations Management, Time Management, Microsoft Office, Restaurant Management, Budgets, Process Scheduler, Food Preparation, Marketing, Hospitality, Food Service, Photoshop, Social Media, Team Building, Cashiering, Management, Microsoft Word, Social Networking, Restaurants, Teamwork, Film, Analysis, Franchising, Inventory Control, Event Management, Retail, People Skills, Menu Development, Microsoft Excel, PowerPoint, Team Leadership
Education
Johnston Community College 2014 — 2015
Associate of Applied Science, Paralegal Technology
University of North Carolina at Wilmington 2002 — 2003
Bachelor of Arts, Film Studies
Paiva Financial Services July 2008 - Present
New Bedford Credit Union September 2012 - October 2013
State Street Bank August 2011 - August 2012
Citizens Bank September 2008 - August 2011
NatWest January 2011 - April 2011
H&R Block December 2008 - April 2009
Skills
Financial Analysis, Tax Preparation, Term Life Insurance, Stocks, Microsoft Office, Notary Public, Portuguese, Bonds, Health Insurance, Financial Planning, Mutual Funds, Financial Advisory, Investments, Annuities, Securities, Investment Strategies, Insurance, Retirement, Cash Management, Retirement Planning, Savings, Money, Wealth Management, Personal Finance, Tax
Education
Johnson and Wales University 2006 — 2010
BSBA, Financial Services Management
Brown Brothers Harriman 2013 - Present
State Street Bank January 2010 - August 2013
State Street Bank October 2007 - January 2010
Brockway Smith Co July 2007 - October 2007
Skills
Fund Accounting, Bloomberg, Hedge Funds, Mutual Funds, Fixed Income, Equities, Derivatives, Financial Reporting, Securities, Corporate Actions, Writing Macros, Visual Basic
Education
Johnson and Wales University 2002 — 2007
Bachelor's degree, Major: Accounting, Minor: Math
Central Catholic High School 1997 — 2001
Renovate America August 2015 - Present
Encore Capital Group May 2011 - August 2015
Encore Capital Group October 2010 - April 2011
Encore Capital Group July 2009 - September 2010
Fairfield Residential September 2006 - January 2009
State Street Bank June 2005 - August 2006
Skills
Microsoft Office, Cognos, Process Management, Salesforce.com, Analysis, Project Management, SharePoint, Microsoft Excel, Time Management, Business Strategy, Process Improvement, PowerPoint, Finance, Data Analysis, Forecasting, Financial Analysis, Business Analysis, Management, Business Process..., Vendor Management, Team Management, Budgets, Performance Management, Team Building, Relationship Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
BS, Finance
Maxim Global Wealth Advisors December 2011 - May 2014
Morgan Stanley Smith Barney March 2011 - December 2011
Tektronix September 2010 - May 2011
Portland Trail Blazers October 2009 - July 2010
Fielmann AG September 2004 - October 2008
State Street Bank June 2008 - September 2008
Skills
International Business, German, English, Financial Analysis, International Tax, Private Wealth..., Asset Management, Corportate Retirement..., Consulting, Estate Planning, Expatriate Management, Expatriate..., Expatriate Tax, Options Strategies, Restricted Stock, Retirement Planning, Asset Managment, Wealth Management..., Investment Strategies, Investments, Tax, Portfolio Management, Financial Modeling, Finance, Wealth Management, Investment Advisory, Financial Advisory, Strategic Financial..., Risk Management, Financial Planning, Management, Strategy
Education
Kaplan University 2014 — 2015
CFP, Financial Planning and Services
Universiteit Maastricht 2006 — 2009
Bachelor, International Business, Marketing, Strategy, Taxation
University of Toronto 2009 — 2009
Bachelor, International Business
Leibniz Gymnasium 2004 — 2006
A-Levels/ Abitur, English/ History
Reynolds High School 2003 — 2004
Diploma, Exchange Year
First Financial Trust, N.A. September 2014 - Present
Rockport National Bank May 2010 - September 2014
MASSBANK January 1999 - October 2008
MASSBANK July 1998 - January 1999
MASSBANK May 1986 - July 1998
State Street Bank July 1985 - May 1986
UMASS Student Federal Credit Union February 1982 - May 1985
Skills
Finance, Management, Portfolio Management, Financial Services, Financial Planning, Estate Planning, Strategic Planning, Mutual Funds, Credit, Strategy
Education
Isenberg School of Management, UMass Amherst 1981 — 1985
Bachelor of Business Administration, Accounting
Wakefield High School 1977 — 1981
State Street May 2015 - Present
State Street Bank April 2010 - Present
Maxima Consulting, Inc. 2007 - April 2010
Wipro Technologies 2004 - 2006
HSBC 2002 - 2003
Mphasis 2000 - 2002
Skills
SOA, SDLC, Agile Methodologies, Java Enterprise Edition, Unix, Spring, Software Project..., Oracle, Java, Enterprise Architecture, Solution Architecture, Requirements Analysis, XML, Weblogic, Data Warehousing, Spring Framework
Education
Nagarjuna University 1997 — 1999
M.Sc (Computers), Computer Science
Kakatiya University 1992 — 1995
B Sc, Computers
State Street August 2014 - Present
State Street Bank April 2013 - August 2014
State Street Bank September 2010 - April 2013
State Street Bank May 2008 - August 2010
State Street Bank May 2007 - May 2008
State Street Bank 2006 - 2007
State Street Bank 2005 - 2006
State Street Bank 2004 - 2005
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
E.M.B.A.
The University of Western Ontario - King's University College 1999 — 2003
BACS, Finance and Economics
HENRY! 1994 — 1999
High School Degree
State Street Bank February 2013 - Present
Skills
Bloomberg, Financial Analysis
Education
Kansas State University 2005 — 2008
BS/BA, Finance
University of Massachusetts Lowell September 2012 - Present
Summer Fund - AGM September 2011 - January 2013
Massachusetts Nonprofit Network August 2010 - August 2011
City Year February 2008 - August 2010
Habitat for Humanity International August 2007 - August 2008
State Street Bank February 2004 - August 2007
Skills
Leadership, Volunteer Management, Event Management, Project Management, Community Engagement, Non-profits, Accounting, Organization, Program Development, Budget, Fundraising, Budgets, Nonprofits, Event Planning, Public Relations, Community Outreach, Grant Writing, Grants, Marketing, Management, Program Management, Philanthropy, Non-profit..., Public Speaking, Community Development, Organizational..., Leadership Development, Youth Development, Community Organizing
Education
University of Massachusetts at Amherst - Isenberg School of Management 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Mansfield High School 1995 — 1999
High School Diploma
Huhtamaki April 2012 - Present
Huhtamaki May 1999 - April 2012
State Street Bank September 1989 - May 1998
Investors Fiduciary Trust Company August 1989 - October 1989
Skills
Packaging, Food Packaging
Education
Kansas State University 1984 — 1988
BS, Journalism, Advertising and Marketing
Local Government Federal Credit Union March 2012 - Present
RBC Bank August 2005 - March 2012
RBC Bank February 2003 - August 2005
RBC Bank August 2001 - February 2003
Federal Home Loan Bank of Boston August 1999 - August 2001
Federal Home Loan Bank of Boston February 1998 - February 1999
State Street Bank July 1996 - February 1998
Skills
Derivatives, Financial Markets, Banking, Portfolio Management, Financial Modeling, Interest Rate Risk..., Finance, Credit, Credit Risk, Financial Risk, Risk Management, Securitization, Treasury, Capital Markets, Investments, Financial Analysis, Liquidity Management, Liquidity Risk, Treasury Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Advanced Certificate for Executives in Management, Innovation & Technology
Stanford University Graduate School of Business
Certified Innovation Executive
Boston University, Metropolitan College 1999 — 2000
Granduate Certificate, Financial Markets
Isenberg School of Management, UMass Amherst 1991 — 1996
BS, Finance
Fidelity Investments May 2005 - Present
State Street Bank December 2003 - May 2005
Bank of Astoria March 2003 - November 2003
Deutsche Bank May 2000 - January 2003
Education
Kean University 2000 — 2002
Bachelor of Arts (B.A.)
Woodbridge High School 1994 — 1997
State Street Bank April 2014 - Present
Guidance Technology, Inc. June 2001 - Present
CRICO June 2012 - April 2014
Tufts Health Plan March 2008 - June 2012
McKesson Corporation February 2006 - November 2007
Tufts Health Plan (Consultant) / Account Manager August 2001 - January 2006
eLogic March 2000 - August 2001
Massachusetts Financial Services August 1999 - August 2001
Fidelity March 1996 - February 1998
EDS / BCBSMA Account October 1994 - April 1996
Skills
Scrum, Agile Project Management, Software Project..., Program Management, Portfolio Management, Healthcare IT, Healthcare Information..., Data Warehousing, Technical Training, Kanban, Lean Software..., Project Management, Change Management, Process Improvement, SDLC, Risk Management, Vendor Management, Agile Methodologies, Technical Recruiting, Visio, Business Intelligence, Cross-functional Team..., Enterprise Software, Integration, Software Development, Product Management, Management, ERP, Outsourcing, IT Strategy, Testing, IT Service Management, Leadership, Team Leadership, PMP, Project Portfolio..., PMO, Resource Management, Consulting, Requirements Analysis, Enterprise Architecture, Business Process, Business Analysis, Business Process..., Operations Management, Business Strategy, Information Technology, Training, Requirements Gathering, IT Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1990 — 1994
Bachelors in Business Administration, Operations Management
Tel Aviv University 1993 — 1993
n/a, OSP
Norwood High School 1987 — 1990
PwC June 2014 - Present
Deloitte June 2013 - August 2013
PwC January 2013 - April 2013
State Street Bank June 2012 - August 2012
Skills
Finance, Accounting, Real Estate, Time Management, Leadership, Auditing, Financial Modeling, Valuation
Education
University of Notre Dame 2013 — 2014
Master of Science (M.S.), Accountancy, 3.91/4.00
Ithaca College 2009 — 2013
Bachelor of Science (B.S.), Accounting, Cum Laude
Ithaca College 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Finance, Cum Laude
CliftonLarsonAllen October 2014 - Present
Ernst & Young January 2013 - March 2013
State Street Bank September 2012 - January 2013
HDM Systems May 2011 - September 2011
Skills
Accounting, Financial Accounting, Tax Preparation, Tax, Financial Reporting, Income Tax, Bookkeeping, GAAP, Tax Returns, Financial Statements, General Ledger, Auditing, GAAS, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 4.0/4.0 Accounting 3.9/4.0 Cumulative
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.), Chinese Language and Literature
Newton North High School
Swiss Re September 2014 - Present
State Street Bank September 2013 - September 2014
State Street Bank September 2011 - August 2013
Skills
Financial Services, Investments, Settlement, Mutual Funds, Trading, Claims, Insurance, Microsoft Excel
Education
Kansas State University 2007 — 2011
Bachelor of Science (BS), Human Resource Management
AFLAC 2002 - Present
Impromptu Gourmet, Inc. 2001 - 2002
Lucent Technologies (Bell Labs Innovations) 1997 - 2000
State Street Bank 1993 - 1996
CSC 1992 - 1993
Easel Corporation 1990 - 1992
Western Electric / AT&T / Lucent Technologies 1980 - 1989
Skills
Project Management, Manufacturing, Sales, Employee Benefits, Whole Life, Insurance, Term Life Insurance, Accident Insurance, Cafeteria Plans, Disability Insurance, Life Insurance, Small Business, Leadership, Account Management, Accident, Customer Service, Management, Sales Management, Product Development, Training, Brokers, Claim, Marketing, Finance, Benefits Administration, Access, Direct Sales, Healthcare, Critical Illness, Health Insurance
Education
Worcester Polytechnic Institute 1976 — 1980
Bachelors, Computer Science
Kansas State University 1981 — 1985
Masters, Computer Science
Wolf & Company, P.C. July 2015 - Present
State Senator Benjamin Downing January 2015 - May 2015
State Street Bank January 2013 - May 2015
Ercolini & Company LLP January 2014 - March 2014
College Fund Landscaping May 2011 - August 2013
Olympia Sports June 2009 - January 2013
Andrea Nuciforo's Congressional Campaign March 2012 - September 2012
Skills
Communication Skills, Time Management, Project Management, Teamwork, Team Leadership, Organization, Analysis, Public Speaking, Accounting, Social Media, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, Minors in Political Science and Economics
Wahconah Regional High School 2007 — 2011
Diploma
PwC August 2015 - Present
University of Massachusetts Amherst September 2014 - May 2015
State Street Bank October 2012 - May 2014
PwC January 2014 - March 2014
Nicky's Family Restaurant July 2009 - August 2013
Bourque’s Restaurant May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Windows, PowerPoint, Microsoft Word, Access, Accounting, Time Management, Teamwork, Outlook, Customer Service, Data Analysis, Leadership, Analysis, Social Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, Junior
King Philip Regional High School 2007 — 2011
Deutsche Asset Management August 2007 - May 2015
State Street Bank 2004 - 2006
State Street Bank 2001 - 2004
Skills
Bloomberg Financial..., Performance & Analytics..., "My state street"..., Navigator Pricing..., US GAAP and Financial..., MS office applications;..., Excellent..., Ability to handle..., Financial Reporting, Accounting, Fund Accounting, Fund Administration, Financial Services, Asset Management, Auditing, Equities, Portfolio Management, Mutual Funds, Internal Controls, Finance, Financial Analysis
Education
Keller Graduate School of Management of DeVry University 2004 — 2006
Master of Business Administration (MBA), Finance
University of Massachusetts Boston 1998 — 2001
Bachelor's of Science, Finance
Spencer Fane February 2015 - Present
Newbery, Ungerer & Hickert LLP October 2012 - February 2015
Chapin Law Firm, LLC May 2011 - September 2012
Martin, Pringle, Oliver, Wallace & Bauer, L.L.P. May 2010 - August 2010
Perceptive Software July 2007 - July 2009
Cerner Corporation June 2005 - June 2007
State Street Bank 2004 - 2004
Skills
Legal Writing, Estate Planning, Legal Research, Wills, Document Drafting, Powers of Attorney, Trusts, Corporate Law, Estate Administration, Tax Law
Education
University of Kansas School of Law 2009 — 2012
J.D.
Kansas State University 2000 — 2005
Business Administration, Finance, Marketing
Shawnee Mission West 1996 — 2000
Integrated Global Logistics September 2014 - Present
Non-Profit Organization July 2010 - January 2015
American Funds March 2007 - September 2014
American Funds April 2013 - October 2013
State Street Bank March 2001 - April 2006
University of Massachusetts September 1996 - June 1998
Skills
Financial Reporting, Accounts Receivable, Finance, Budgets, Microsoft Excel, Microsoft Office, Financial Statements, General Ledger, Accounts Payable, Accounting, Account Reconciliation, Cash Flow, Financial Analysis, QuickBooks, Cost Accounting, Bookkeeping, Microsoft Word, Budgeting, Analysis
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
Master of Business Administration (MBA)
University of Massachusetts 1995 — 1999
Bachelor of Science
State Street December 2014 - Present
State Street Bank September 2013 - December 2014
State Street Bank September 2011 - September 2013
Skills
Accounting, Financial Analysis, Microsoft Excel, Microsoft Office, Fund Accounting, Time Management, Financial Accounting, Analysis, Account Reconciliation, Mutual Funds, Tax, Financial Services, Bank Reconciliation, Financial Reporting, Financial Advisory, Auditing, Financial Statements, Microsoft Word, Investments, Valuation, Finance, General Ledger, Internal Audit, Bloomberg, Internal Controls, Banking, NAV, Pricing
Education
Kansas State University 2006 — 2011
Bachelor of Science (B.S.), Accounting
State Street Bank
Skills
Economics, Finance, Accounting, Mortgage Banking, Mutual Funds
Education
Kansas State University 2005 — 2007
Master's Degree, Economics
Wichita State University 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration
Cerner Corporation January 2014 - Present
Cerner Corporation November 2011 - January 2014
Cerner Corporation June 2010 - November 2011
State Street Bank February 2009 - June 2010
Skills
Healthcare Information..., Financial Analysis, PeopleSoft, Business Analysis, Account Management, Sales, Financial Modeling, Healthcare, Microsoft Excel, New Business Development, Strategic Planning, Data Analysis, Direct Sales, Finance, Solution Selling, Sales Process, Accounting, Hospitals, Healthcare Industry, Process Improvement, Medical Devices, Cerner
Education
Kansas State University 2005 — 2008
BS Business Administration, Finance
DeMarche Associates, Inc. May 2015 - Present
DeMarche Associates Inc October 2013 - May 2015
State Street Bank December 2012 - October 2013
State Street Corporation December 2010 - December 2012
Skills
Budgets, Financial Analysis, Mergers & Acquisitions, Excel, Financial Reporting, Mutual Funds, Alternative Investments, Valuation, Investments, Analysis, Business Analysis, Economics, Behavioral Finance, Financial Markets, Budgeting, Word, Access, PowerPoint, Investment Management, Finance, Equities, Accounting, Financial Statements, Microsoft Office, Bloomberg, Financial Services, Data Analysis, Financial Modeling, Customer Service, Public Speaking, Investment Strategies, Microsoft Excel, Microsoft Word
Education
Kansas State University 2008 — 2010
BSBA, Finance
Saint Louis University 2006 — 2008
BSBA, Economics
Rockhurst High School 2002 — 2006
High School Diploma
GE Aviation January 2015 - Present
Anheuser-Busch May 2014 - December 2014
State Street Bank January 2013 - May 2014
The Kittansett Club June 2007 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership, Time Management, Training, SharePoint
Education
Isenberg School of Management, UMass Amherst 2011 — 2014
Bachelor's Degree, Operations and Information Management
Catholic Memorial High School 2007 — 2011
State Street Bank March 2014 - Present
Allianz Asset Management AG March 2012 - July 2013
Brown Brothers Harriman July 2007 - June 2011
Investors Bank & Trust June 2006 - July 2007
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2006
Investment Finance, Economics
Ava Anderson Non Toxic November 2014 - Present
Conservation Law Foundation March 2014 - Present
State Street Bank May 2005 - March 2014
LGC&D 2003 - May 2005
Skills
Mutual Funds, Fund Accounting, Microsoft Excel, Accounting, Banking, Microsoft Office, Time Management, Account Reconciliation, Management, Budgets, Bloomberg, Equities, ETFs, Office Management, Pay Close Attention to..., Close Attention to..., Project Management, Bank Reconciliation, Budget Reconciliation, Finance, Accounts Payable, Accounts Receivable, Payroll, ADP Payroll, General Ledger, QuickBooks, Risk Management, Financial Analysis, Financial Reporting, Internal Controls, Financial Accounting, Financial Statements, Fixed Income, Microsoft Word, iShares, Bookkeeping, Full-Charge Bookkeeping, Tax Preparation, Nonprofits
Education
Johnson and Wales University 2000 — 2004
Milford High Scool 1996 — 2000
US Army December 2011 - Present
Kelleher & Company April 2012 - May 2014
H&R Block January 2008 - April 2012
State Street Bank February 2003 - September 2009
Skills
Regulatory Filings, Policy and code..., Sensitive information..., Tax payer advocacy, Accounting, Security, Auditing
Education
University of Massachusetts Boston 2000 — 2004
masters business administration, Acctg, business operations
Johnson and Wales University 1996 — 1999
Bachelors, Hospitality Management
Citi February 2011 - Present
State Street Bank February 2009 - August 2012
State Street Bank February 2008 - February 2009
Skills
Asset Management, Corporate Actions, Investments, Mutual Funds, Leadership, Process Improvement, Securities, Trading, Microsoft Excel, Financial Analysis
Education
Isenberg School of Management, UMass Amherst
B.B.A., Finance
University of Massachusetts
Eugene M. Isenberg School of Management B.B.A, Investment Finance
Retail Properties of America, Inc. November 2012 - Present
COLVEST GROUP, LTD October 2007 - October 2012
NAI PLOTKIN & ASSOCIATES November 2004 - October 2007
All SEASONS PROMOTIONS, INC January 1989 - January 2006
STATE STREET BANK January 1985 - January 1987
Skills
Leases, Real Estate, Brokerage, Location Intelligence, Due Diligence, Negotiation, Loans, Portfolio Management, Tenant, Real Estate Transactions, Disposition, Investments, Commercial Real Estate, Lease Negotiations, Management, Sales, Shopping Centers
Education
Isenberg School of Management, UMass Amherst 1981 — 1985
BBA, General Business Finance
J.P. Morgan November 2014 - Present
State Street Bank May 2013 - Present
Goldman Sachs October 2009 - February 2012
Skills
Financial Accounting, Financial Analysis, Business Strategy, Budgets, Analysis, Financial Modeling, Financial Reporting, Investments, Corporate Finance, Due Diligence, Forecasting, Project Management, Valuation, Mergers & Acquisitions, Private Equity, Risk Management, Accounting, Tax, Hedge Funds, Bloomberg
Education
Johnson and Wales University
iihem
State Street Global Advisors August 2013 - Present
State Street Global Advisors July 2008 - August 2013
Harvard Management Company October 2006 - June 2008
State Street Bank August 2003 - September 2006
Education
Isenberg School of Management, UMass Amherst 1998 — 2002
BBA, Management
Merrill Lynch October 2011 - Present
Bank of America February 2008 - October 2011
Bank of America July 2006 - February 2008
State Street Bank September 2004 - July 2006
Education
Kalamazoo College 1998 — 2002
BA, Economics & Business, Political Science
Security Benefit January 2015 - Present
Security Benefit September 2012 - January 2015
Mariner Holdings, LLC July 2011 - July 2012
American Century Investments September 2006 - December 2010
American Century Investments February 2003 - September 2006
American Century Investments August 2000 - February 2003
State Street Bank September 1998 - August 2000
State Street Bank December 1996 - September 1998
State Street Bank October 1994 - December 1996
Skills
Investments, Mutual Funds, Middle Office, Equities, Risk Management, Business Process..., Securities, Series 7, Business Analysis, Bloomberg, Asset Managment, SWIFT messaging, Fixed Income, Series 63, Global Custody, Financial Services, Asset Management, Portfolio Management, Asset Allocation
Education
Kansas State University 1990 — 1994
B.S. Business Administration, Finance
State Street Bank September 2014 - Present
Uphill Journeys January 2011 - Present
State Street Bank February 2011 - August 2014
State Street Bank January 2009 - January 2011
State Street Bank October 2006 - November 2008
State Street Bank March 2005 - September 2006
State Street Bank September 2004 - February 2005
TD Bank Group January 2004 - August 2004
Seafax, Inc. February 2001 - October 2001
Skills
Finance, Portfolio Management, Management, Equities, Investments, Cash Management, Mutual Funds, Accounting, Wealth Management, Customer Service, Financial Services, Project Management, Banking, Financial Analysis, Outsourcing, Global Plus, Account Management, CRM, Wealth Management..., Experience with..., SunGard Office Products, MBA, Customer Relations, Offshore Operations, Joint Ventures, Corporate Actions, Offshore Outsourcing, Global Management, Project Implementation, New Client...
Education
University of Southern Maine - School of Business 2002 — 2004
MBA, Finance, Marketing
St. Joseph's College (ME) 1999 — 2001
BA, Management
Keene State College 1997 — 1999
Management
State Street Bank May 2003 - Present
State Street Bank May 2003 - Present
RSM Equico 2002 - 2003
Skills
Credit Derivatives, Interest Rate..., FX Derivatives, Bank Reconciliation, Exchange Traded...
Education
James Madison University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Economics
UC Berkeley June 2014 - Present
East Bay Bulldogs February 2010 - August 2015
UC Berkeley May 2013 - May 2014
Guitar Center Corporate (Support Center) February 2012 - May 2013
State Street Bank May 2009 - June 2011
State Street February 2008 - April 2009
Sanctum Sound August 2008 - December 2008
Skills
Financial Analysis, Management, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Social Media, Market Research, Marketing, Research, Mac, Software, Recording, Public Speaking, Editing, Outlook, Coaching, Digital Proofing, Error & Mistake Proofing, Advertising, Advertising Research, Advertising Sales, Business Analysis, Market Analysis, Portfolio Management, Fixed Income, Community Leadership, Client Correspondence, Media, SQL, Analysis
Education
Saint Mary's College of California 2015 — 2016
Master of Science (MS), Business Analytics
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Finance and Operations Management
Dassault Systèmes September 2015 - Present
Oracle August 2013 - August 2015
Siemens PLM Software December 2009 - August 2013
Siemens PLM Software February 2001 - December 2009
Manna Inc. February 2000 - February 2001
The Pulse Network (Formerly Expo International) 1995 - 2000
State Street Bank 1994 - 1995
Skills
Product Lifecycle..., Product Launch, Solution Selling, Enterprise Software, Pre-sales, PDM, Sales Enablement, SaaS, Product Management, Lead Generation, Go-to-market Strategy, Business Process, Channel, Demand Generation, Integration, Enterprise Solution..., Direct Sales, Cloud Computing, Partner Management, Business Alliances, Software Industry, Channel Partners, Salesforce.com, Sales, Complex Sales, Sales Process, Strategic Partnerships
Education
University of Massachusetts at Amherst - Isenberg School of Management 1990 — 1994
Bachelor of Science (BS)
State Street Bank December 2005 - Present
Education
Ithaca College 2001 — 2005
State Street July 2008 - Present
State Street Corp. July 2007 - July 2008
State Street Bank July 2005 - June 2007
State Street Bank September 2003 - June 2005
State Street Bank February 2002 - August 2003
Skills
Financial Services, Fund Accounting, Access, Mutual Funds, Finance, Fixed Income, Corporate Actions, Microsoft Excel, Securities, Investments, Derivatives, Equities, Cognos, RFP, Data Visualization, Data Analysis, Data Quality
Education
Suffolk University 2004 — 2007
MBA, Finance
Suffolk University - Sawyer Business School 2004 — 2007
MBA, Finance
Keene State College 1997 — 2001
BA/BS, English/Business
Milford High School 1994 — 1997
State Street August 2015 - Present
State Street February 2014 - Present
State Street Bank June 2008 - February 2014
State Street Bank February 2006 - June 2008
Investors Bank & Trust September 2005 - February 2006
Investors Bank & Trust August 2004 - September 2005
Skills
Financial Services, Account Management, Mutual Funds, Financial Analysis, Relationship Management, Business Analysis, Equities, Investments, Risk Management, Fixed Income, Banking, Bloomberg
Education
Ithaca College 2000 — 2004
Bachelor's degree, Finance and Management
American Century Investments November 2014 - Present
UMB Bank October 2011 - November 2014
UMB Bank August 2010 - October 2011
American Century Investments September 2007 - August 2010
Waddell & Reed August 2005 - September 2007
State Street Bank 2002 - 2005
Skills
Mutual Funds, Finance, Portfolio Management, Valuation, Investments, Relationship Management, Equities, Investment Management, Alternative Investments, Fixed Income, Securities, Asset Management, Asset Allocation, Financial Services, Investment Strategies
Education
University of Saint Mary 2005 — 2007
MBA, Finance
Kansas State University 1996 — 2001
BS, Sociology & Business
EDHEC Conference
Deloitte June 2012 - Present
Capital One April 2006 - May 2012
MMA Financial January 2004 - March 2006
State Street Bank October 2000 - October 2003
Fidelity Investments June 1999 - October 2000
Skills
Accounting, Risk Management, Finance, Financial Reporting, Analysis, Auditing, Financial Risk, Internal Audit, Portfolio Management, Management, Project Management, Analytics, Accounts Payable, Financial Statements, Securities, Leadership, Valuation
Education
Suffolk University - Sawyer Business School 2001 — 2003
MBA, International Business
University of Massachusetts, Amherst 1995 — 1999
BBA, Finance & Operations Management, Economics, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance and Operations Managment
RSA The Security Division of EMC July 2012 - Present
Archer Technologies, now part of RSA, The Security Division of EMC May 2010 - July 2012
SunGard March 2005 - May 2010
Sprint Nextel 1998 - 2005
State Street Bank 1996 - 1998
Skills
System Testing, SDLC, Databases, SQL, Testing, Agile Methodologies, Test Cases, Quality Assurance, Software Quality..., Manual Testing, Requirements Analysis, Software Development, Enterprise Software, Unix, Test Planning
Education
Kansas State University 1991 — 1996
State Street Corporation June 2011 - Present
State Street Bank 2007 - July 2011
State Street Corporation October 2007 - October 2009
Investors Bank & Trust Co 2003 - July 2007
Investors Bank & Trust Company July 2001 - January 2003
Education
University of Massachusetts at Amherst - Isenberg School of Management 1989 — 1992
BBA, Business Administration - Marketing
State Street Bank February 2013 - Present
State Street Bank July 2009 - January 2013
State Street Bank January 2008 - June 2009
Charland, Marciano, & Co., Cpas January 2007 - December 2007
Gallagher Benefit Services June 2006 - October 2006
Skills
Alternative Investments, Private Equity, Hedge Funds, Partnership Taxation, Microsoft Excel, Accounting, Financial Analysis, Investments, Finance, Financial Accounting, Financial Reporting, Due Diligence, Financial Statements, Tax
Education
Johnson & Wales University
BS, Accounting, Financal Services Management
Johnson & Wales University
AS, Accounting
Schenectady County Community College
AS, Business Administration
Prepaid Wireless Group February 2009 - Present
Azteca Mobile September 2006 - February 2009
Sprint 2000 - 2006
Sprint Nextel 1998 - 2006
State Street Bank 1995 - 1998
State Street 1995 - 1998
Skills
Business Analysis, Finance, Financial Analysis, Forecasting, Telecommunications, Financial Reporting, Financial Modeling, Wireless, Strategic Financial..., Managerial Finance, Start-ups, Mergers & Acquisitions, Sarbanes-Oxley Act, Corporate Finance, Financial Planning, Management, Strategic Planning
Education
University of Missouri-Kansas City 1995 — 1997
mba, finance
Kansas State University 1987 — 1991
bs, finance
Resources Global Professionals September 2007 - Present
State Street Bank 2011 - 2012
Cricket Communications 2007 - 2010
Carefusion 2009 - 2009
Zurich Financial Services (Universal Underwriters) 1995 - 2007
True Value Hardware 1981 - 1995
Continental Bank 1975 - 1978
Skills
Process Improvement, Change Management, Program Management, Financial Analysis, Business Process..., Management Consulting, Sarbanes-Oxley Act, Business Analysis, Risk Management, Corporate Finance, Recruiting, Mergers, Mergers & Acquisitions, Vendor Management, Due Diligence, Coaching, Strategy, Start-ups, Accounting, Financial Reporting, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1976 — 1978
Kalamazoo College 1970 — 1974
Kforce Inc September 2014 - Present
State Street Bank February 2013 - November 2013
State Street Bank November 2009 - February 2013
State Street Bank April 2007 - November 2009
State Street Bank September 2006 - April 2007
Skills
Equities, Accounting, Mutual Funds, Management, Microsoft Excel, Trading, Derivatives, Client Service Oriented, Team Management, Options, Project Management, Superior Client Service, Financial Services, Leadership, Project Planning, Microsoft Word, Client Services, Training, Recruiting, Technical Recruiting, Staff Retention, Contract Recruitment, Applicant Tracking..., Internet Recruiting, Talent Acquisition, Staff Augmentation, Permanent Staffing, Sales, Analysis
Education
Ithaca College
Bachelor of Science (BS), Business Administration, Finance Concentration
State Street Bank December 2005 - Present
Evergreen Investments 2006 - 2006
Skills
Bloomberg, Fixed Income, Trading Systems, Performance Benchmarking, Portfolio Management, Change Integration, Equity Derivatives, Accounting Applications, System Integration..., Large Systems..., Test Cases, Defect Tracking, Reporting Systems, Hedge Funds, Project Management, Equities, Investments, Mutual Funds, Capital Markets, Bloomberg Terminal, Derivatives, Investment Management
Education
James Madison University 2001 — 2005
James Madison University 2001 — 2005
Finance, Finance
Wyomissing High School 1996 — 2005
GID Investments January 2014 - Present
GID Investments LLC December 2009 - December 2013
Benchmark Assisted Living March 2005 - November 2009
State Street Bank September 2003 - March 2005
State Street Bank June 2001 - September 2003
Skills
Financial Reporting, Budgets, Auditing, Accounting, Account Reconciliation, Variance Analysis, Financial Accounting, Financial Analysis, Management, Microsoft Excel, Finance, General Ledger, Financial Statements, Analysis, Invoicing, Payroll, Fixed Assets, Leadership, Accounts Receivable, Forecasting, Financial Audits
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1999
BS, Finance
State Street Bank January 2004 - Present
State Street Bank 2004 - Present
State Street Bank July 1997 - January 2004
Skills
Fixed Income, Equities, Asset Management, Financial Services, Securities, Mutual Funds, Derivatives, Fund Accounting, Hedge Funds, Business Analysis, Investments, SDLC, Risk Management, Back Office, Alternative Investments, Financial Markets, Vendor Management, Capital Markets, Middle Office, Project Management
Education
Kean University 1988 — 1990
Bachelor's degree, Economics
BNY Mellon Asset Servicing November 2013 - Present
Dow Wealth Management April 2012 - October 2013
Independant Financial Services Consultant June 2008 - October 2013
Sovereign Investment Counsel- Washington D.C. April 2008 - April 2012
State Street November 2004 - November 2007
State Street Bank 2000 - 2007
Skills
Mutual Funds, Strategic Planning, Business Strategy, Product Development, New Business Development, Banking, Sales Management, Relationship Management, Investments, Asset Management, Strategy, Start-ups, Management, Equities, Due Diligence, Alternative Investments, Hedge Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2010
Executive Certificate, Strategy and Innovation
Isenberg School of Management, UMass Amherst 1981 — 1985
Bachelors, Finance and Economics
Northern Trust 2013 - Present
Hyatt Hotels Corporation 2015 - 2015
Hyatt Hotels Corporation 2015 - 2015
Synegen, Inc. May 2011 - November 2013
DeVry University July 2009 - April 2011
State Street Bank April 2007 - June 2009
Oracle Financial Services Software Ltd 2004 - 2007
Skills
SDLC, SOA, Requirements Analysis, Oracle, Java Enterprise Edition, Web Services, Spring Framework, Hibernate, WebLogic, JUnit, IT Strategy, Business Analysis, Spring, Weblogic
Education
Karnatak University
Bachelor in engineering
State Street June 2014 - Present
State Street Bank February 2013 - June 2014
State Street Corp February 2001 - February 2013
Skills
Mutual Funds, Financial Analysis, Risk Management, Process Improvement, Bloomberg, Valuation, Financial Modeling, Fund Accounting, PowerPoint, Microsoft Word, Banking, Equities, Asset Managment, Financial Reporting, Internal Controls, Accounting, Access, Analysis, Microsoft Excel, Outlook, Budget, Microsoft Office, Operational Risk
Education
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1998
Bachelor of Science (B.S.), Marketing
University of Massachusetts, Amherst 1994 — 1998
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
State Street Bank 2001 - Present
State Street 1998 - 2001
State Street 1996 - 1998
Investors Fiduciary Trust Company 1993 - 1996
Investors Ficudiary Trust Company 1990 - 1993
Skills
Leadership, Mutual Funds, Securities, Business Development, Financial Analysis, Management, Equities, Global Custody, Risk Management, General Ledger, Financial Services, Fund Accounting, Internal Audit, CRM, Product Management, Project Management, Investments
Education
Kansas State University
B.S. Business Administration, Accounting
Sano & Associates June 2014 - Present
KeyBank March 2011 - May 2014
State Street Bank July 2008 - June 2011
DST Systems June 2006 - December 2007
Meridian IQ June 2005 - August 2005
Skills
Customer Service, Process Improvement, Microsoft Excel, Financial Modeling, Budgets, Microsoft Office, Team Leadership, Project Management, Operations Management, Cross-functional Team..., HTML, XML, Community Outreach, Adobe Creative Suite, Graphic Design, Credit, Cash Management, Banking, Loans, Mutual Funds, Mortgage Lending, Outlook, Microsoft Word, Sales, Financial Analysis
Education
University of Missouri-Kansas City 2006 — 2008
Bachelors of Business Administration, Business Administration and Management, General
Johnson County Community College 2004 — 2006
Associate of Arts, General
State Street March 2014 - Present
State Street June 2013 - January 2014
State Street Bank January 2012 - December 2012
Citizens Bank May 2011 - October 2011
UNFI Corporate Services November 2010 - March 2011
State Street Bank December 2008 - September 2010
First Marblehead May 2004 - May 2008
First Marblehead August 2002 - May 2004
KeyBank May 2000 - May 2002
Skills
Business Process..., Visio, SLA / SOW, Project Coordination, Document Design &..., Staff Supervision, Financial Reporting, Technical Writing, Management, Vendor Management, Basel II, Sarbanes-Oxley, Business Process, Business Analysis, SDLC, Requirements Gathering, Software Documentation, Risk Management, Process Improvement, SharePoint
Education
Bryant University 2009 — 2009
BA Certification Preparation, Business Analysis
Salem State University 1998 — 2002
Master of Science (MS), Organizational Development, 3.9
Keene State College 1981 — 1985
Bachelor of Arts, Psychology
eClinicalWorks April 2015 - Present
State Street Bank May 2013 - Present
State Street Bank February 2012 - May 2013
State Street Bank February 2008 - February 2012
State Street Bank March 2007 - February 2008
Skills
Account Management, Client Services, Client Relations, Account Reconciliation, Bloomberg, Client Billing, Financial Services
Education
Isenberg School of Management, UMass Amherst 2002 — 2006
Fidelity Investments 2011 - Present
Fidelity Investments June 1999 - January 2011
State Street Bank 1992 - 1999
Education
Suffolk University - Sawyer Business School 1995 — 2000
MBA, Finance
Isenberg School of Management, UMass Amherst 1988 — 1992
Business Administration, Finance
Northern Trust August 2011 - Present
eSecLending March 2011 - June 2011
eSecLending June 2008 - March 2011
eSecLending November 2005 - June 2008
State Street Bank June 2005 - October 2005
Skills
Bloomberg, Fixed Income, Mutual Funds, Financial Analysis, Securities, Banking, Risk Management, Financial Markets, Settlement, Equities, Hedge Funds, Middle Office, Securities Lending, Financial Services, Derivatives
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
B.B.A., Finance
State Street June 1991 - Present
State Street Bank January 2004 - December 2006
Education
Keene State College 1985 — 1989
Bachelors, Management
Keene State College 1985 — 1989
U.S. Trust, Bank of America Private Wealth Management November 2009 - Present
BNY Mellon Wealth Management August 2008 - November 2009
Lehman Brothers August 2006 - August 2008
U.S. Trust Company March 1998 - August 2006
State Street Bank March 1996 - March 1998
Skills
Wealth Management
Education
Ithaca College 1991 — 1995
BS, Applied Economics
State Street February 2014 - Present
Health Edge July 2013 - January 2014
State Street bank April 2012 - June 2013
Arkansas Blue Cross Blue Shield January 2009 - March 2012
Skills
Spring, Java Enterprise Edition, Hibernate, JSP, XML, Struts, JDBC, Servlets, JMS, Java, EJB, Oracle, UML, XSLT, JSF, Spring Framework
Education
Southern Polytechnic State University 2006 — 2008
Master of computer Science (MS)
Jawaharlal Nehru Technological University 2002 — 2006
bachelor of Science(BTech), Computer Science
RI Public Schools 2009 - Present
Central Falls School District 2008 - 2009
Providence Public Schools 2006 - 2008
Portsmouth School Department 2003 - 2006
Providence Public Schools 2001 - 2003
Fidelity Investments 1993 - 2001
State Street Bank 1991 - 1993
Skills
Educational Leadership
Education
Providence College 1998 — 2005
M.Ed, Secondary Administration
University of Rhode Island 1995 — 2002
MA, History Education
Johnson & Wales University 1998 — 2000
MBA, International Business
University of Rhode Island 1987 — 1991
BA, Economics, History, Education
Richmond, The American International University in London 1989 — 1989
International Business
BELFOR Property Restoration February 2014 - Present
Rider University Store - Follett Higher Education Group (0868) November 2011 - November 2013
New York Life Insurance Company June 2010 - May 2011
Tyco International February 2010 - April 2010
Healthcare Services Group November 2009 - December 2009
Tyco International January 2008 - June 2009
The Hibbert Group May 2007 - September 2007
Vector Marketing May 2005 - January 2007
State Street Bank May 2006 - September 2006
Skills
Accounting, Finance, Access, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Corporate Tax, Management, Time Management, Public Speaking, Research, Insurance, Spreadsheets, Sales, Mutual Funds, Financial Analysis, Financial Reporting, Financial Planners, Auditing, Customer Service, Recruiting, Employee Benefits, Sales Management, Marketing, Sarbanes-Oxley Act, QuickBooks, Tax, Analysis, Forecasting, General Ledger, Tax Returns, Income Tax, Process Improvement, Internal Audit, SAP, Data Analysis, US GAAP, Cash Flow, Internal Controls, Financial Statements, Business Analysis, Inventory Management, Teamwork, Financial Accounting, GAAP, Leadership, Business Planning, Account Reconciliation
Education
Keller Graduate School of Management of DeVry University 2009 — 2010
MBA, Accounting
Rider University 2004 — 2008
BSBA, Accounting, Finance
Kansas Public Employees Retirement System July 2011 - Present
Kansas Public Employees Retirement System November 2004 - July 2011
State Street Bank August 2003 - October 2004
National Financial Data Systems July 2002 - July 2003
State Street Bank September 2000 - June 2002
Skills
Microsoft Office, Bloomberg, Performance Reporting, Barra, Accounts Payable, PowerPoint, Investments, Financial Analysis, Asset Management, Alternative Investments, Due Diligence
Education
University of Kansas 1997 — 2000
Bachelor of General Studies, Economics
Kansas State University 1995 — 1997
Business
State Street April 2010 - Present
State Street Bank January 1998 - April 2010
Skills
Process Improvement, Financial Analysis, Mutual Funds, Financial Modeling, Securities, Fixed Income, Bloomberg, Equities
Education
Isenberg School of Management, UMass Amherst 1995 — 1997
MBA
Isenberg School of Management, UMass Amherst
BBA, Finance/Accounting
Bank of America April 2006 - August 2008
US Trust 2000 - 2008
US Trust July 2005 - April 2006
State Street Bank April 1996 - June 2005
BayBank February 1995 - April 1996
Nixon Peabody March 1989 - December 1994
Prince, Lobel, Glovsky & Tye LLP January 1988 - March 1989
Cenatiempo & Ditta, LLP at Houston, TX July 1986 - December 1987
Gambs, Mucker & Bauman at Lafayette, IN March 1978 - May 1986
Tippecanoe County Prosecutor's Office, Lafayette, IN October 1977 - March 1978
Education
University of Notre Dame Law School 1974 — 1977
J.D., Law
Kalamazoo College 1972 — 1974
B.A., British History
Syracuse University 1970 — 1972
History
SunGard March 2009 - Present
SunGard July 2006 - March 2009
SunGard July 2002 - July 2006
SunGard March 2001 - July 2002
Federal Home Loan Bank of Boston April 2000 - March 2001
Federal Home Loan Bank of Boston November 1998 - April 2000
Investors Bank & Trust June 1997 - November 1998
Darling Consulting Group June 1996 - June 1997
Darling Consulting Group April 1995 - November 1996
State Street Bank June 1994 - March 1995
Skills
ALM, Financial Analysis, Portfolio Management, Risk Management, Business Analysis, Finance, Banking, Financial Risk, Financial Services, Fixed Income, Capital Markets
Education
Isenberg School of Management, UMass Amherst 1991 — 1994
Business Administration, Accounting
WSIB February 2013 - Present
State Street March 2012 - January 2013
State Street Bank March 2011 - March 2012
State Street Bank October 2009 - March 2011
State Street Bank February 2007 - September 2009
State Street Bank May 2006 - January 2007
Skills
Investments, CRM, Management, Project Management, Strategic Planning, Product Development, Portfolio Management, Financial Modeling, Risk Management, Financial Analysis, Derivatives, Asset Management, Fixed Income, Mutual Funds, Bloomberg
Education
University of Toronto - Rotman School of Management 2012 — 2014
MFin, Master of Finance Candidate
University of Guelph 2001 — 2006
B.Comm, Marketing Management
Keele University 2004 — 2004
Study Abroad (Exchange Program)
Synovus Financial Corporation January 2010 - Present
Superior Bank 2007 - 2009
BANK OF FALL RIVER 2005 - 2005
PLYMOUTH SAVINGS BANK 2002 - 2004
Credit Analyst 2000 - 2002
State Street Bank 1999 - 2000
CITICORP NORTH AMERICA 1997 - 1999
SHAWMUT BANK/FLEET BANK 1993 - 1997
Skills
Credit, Financial Reporting, Accounting, Analysis, Financial Analysis, Commercial Banking, Credit Analysis, Covenant Compliance, C&I, C&I Lending, Cash Flow Lending, ABL, Revolving Lines of..., Work Outs, Lines Of Credit, Asset Based Lending, Covenants, Consolidated Financial..., Sensitivity Analysis, Depreciation, Cash Flow Statements, Amortization, Commercial Lending, Underwriting, Financial Risk, Credit Risk, Loans, Small Business Lending, Banking, Finance
Education
James Madison University 1990 — 1992
MBA, Finance
James Madison University 1986 — 1990
BBA, Finance
State Street Bank May 2013 - Present
State Street March 2010 - May 2013
State Street June 2008 - March 2010
Skills
Microsoft Excel, Database Admin, Microsoft Word, PowerPoint, Client Liaison, MCH, Bloomberg Terminal, Fixed Income, Investments, Microsoft Office, Financial Services, Data Analysis
Education
Suffolk University 2011 — 2015
Master of Business Administration (MBA), Entrepreneurship
James Madison University - College of Business 2004 — 2008
Business Administration and Management, General
State Street Bank June 2012 - Present
State Street Bank March 2005 - Present
Skills
Fixed Income, Mutual Funds, Banking, Bloomberg, Financial Services, Capital Markets, Funding, Business Analysis, Financial Reporting, Treasury Management, Securities, Equities, Derivatives, Hedge Funds, Asset Management
Education
Johnson and Wales University 1994 — 1996
No Degree, Culinary Arts/Chef Training
ST Mary's Jr/Sr Regional High School 1991 — 1994
Diploma, Regular/General High School/Secondary Diploma Program
Global Center on Cooperative Security (Global Center) December 2012 - Present
American Cancer Society May 2010 - October 2012
State Street Bank November 2007 - January 2010
InTouch Health May 2006 - August 2007
Skills
Building Relationships, Fundraising, Auditing, Accounting, Accounts Payable, Budgets, Community Outreach, Project Management, Event Planning, Recruiting, Process Improvement, Accounts Receivable, Financial Analysis, Nonprofits, Management
Education
Isenberg School of Management, UMass Amherst 2014 — 2015
Master of Business Administration (MBA)
University of California, Santa Barbara 2003 — 2007
Bachelor of Arts (B.A.), Business Economics
Whelan Asset Management 2009 - Present
Centinel Financial Group, LLC 2005 - 2009
State Street Bank 2003 - 2005
Education
Johnson and Wales University
Jennison Associates LLC January 2014 - Present
Jennison Associates LLC January 2013 - December 2013
Jennison Associates August 2011 - December 2012
State Street Bank November 2010 - July 2011
State Street Corporation December 2007 - October 2010
Skills
Mutual Funds, Fixed Income, Equities, Bloomberg, Accounting, Account Reconciliation, Fund Accounting
Education
Kean University 2003 — 2007
bachelor, Accounting
Boston Financial Data Services August 2007 - Present
International Fund Services (Ireland) Ltd, A State Street Company February 2007 - July 2007
Boston Financial Data Services June 2004 - January 2007
Farmers Insurance May 2002 - May 2004
State Street Bank January 1999 - January 2002
Austin Legal Services January 1996 - January 1999
Delaware Group January 1994 - January 1996
Zurich KemperManaged Mutual Fund January 1992 - January 1994
Skills
Excel, Customer Service, Word, Customer Relations, Research, Avaya Call Management..., Microsoft Power Point, Customer Restoration..., Multi-Currency Horizon, IEX Total View system, Microsoft Access, AWD, Microsoft Project, HTML, SQL, TA2000, Access
Education
Kansas State University 1990 — 1992
Bachelors of Science, Psychology
Johnson County Community College 1988 — 1990
Assoicates, General Sciences
State Street Bank September 2003 - Present
Investors Bank & Trust 2003 - 2007
Costco Wholesale November 2000 - August 2002
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2003
BBA, Finance
École Supérieure de Commerce Rouen, France
Undergraduate Program in European Management
State Street Bank August 2008 - September 2011
Lazard Asset Management October 2007 - August 2008
State Street Bank June 2005 - September 2007
Education
Johnson & Wales University
Bachelor of Science, Business Management; Finance
State Street Bank April 2009 - Present
Wells Fargo Financial May 2008 - March 2009
Maurices May 2007 - May 2008
Skills
Managerial Experience, Analysis, Goal Oriented
Education
Kansas State University 2004 — 2008
Bachelor of Science, Marketing
State Street Bank 2001 - 2012
Honey Baked Ham March 1998 - January 2000
Education
Johnson and Wales University 1990 — 1992
Bachelor of Science (BS), Food Service, Waiter/Waitress, and Dining Room Management/Manager
Johnson and Wales University 1988 — 1990
Associate of Science (A.S.), Baking and Pastry Arts/Baker/Pastry Chef
state street bank February 2012 - Present
Monster Inc July 2007 - January 2012
Softpak Financial Systems Inc. November 2003 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML
Education
Northeastern University 1991 — 1995
BS/BA, MIS
Karachi University
Bachelor of Commerce (B.Com.), Business/Commerce, General
CVS Caremark Corporation December 2012 - Present
State Street Bank June 2004 - November 2012
State Street Bank September 2002 - June 2004
Modis January 2001 - September 2002
SunGard March 2000 - January 2001
Skills
PMP, Project Management, Program Management, Business Analysis, Agile & Waterfall..., Full SDLC, Certified Scrum Master, Agile Methodologies, Analysis, Business Requirements, Enterprise Architecture, Outsourcing, Quality Assurance, Requirements Analysis, SDLC, Scrum, Software Development, Vendor Management
Education
Johnson and Wales University 1995 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Jordan 1989 — 1994
Bachelor's degree, Engineering
State Street Bank February 2008 - Present
Hawaii Automotive Group August 2006 - December 2007
Education
Kansas State University 2004 — 2006
Bachelor of Business Administration (BBA), Management
Midland Lutheran College 2001 — 2003
n/a
Kitchens By Hastings April 2004 - Present
State Street Bank May 2000 - August 2003
Education
Keene State College 1992 — 1994
Mohegan Sun July 2014 - September 2014
L.A. Care Health Plan April 2013 - June 2014
First Health Services Corporation May 2012 - February 2013
State Street Bank August 2011 - April 2012
American Family Insurance November 2010 - June 2011
HDFC Bank January 2008 - August 2010
Reliance Infocomm June 2006 - December 2007
Skills
Microsoft Certified..., SQL Server..., T-SQL, Microsoft Visual..., MS SQL Server..., MS SQL Server..., SQL Server..., MS SQL-Server..., : MS SQL Server..., Windows 2003, Microsoft...
Education
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor's degree, Electrical and Electronics Engineering, A