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
Walker & Dunlop July 2015 - Present
JD Getant Investments LLC 2005 - Present
Grandbridge Real Estate Capital June 2011 - July 2015
TriMont Real Estate Advisors January 2007 - May 2011
Arbor Commercial Mortgage, LLC July 2004 - June 2006
State Street Bank June 2002 - July 2004
Skills
Valuation, Asset Managment, Financial Goals, Portfolio Management, Budgets, Due Diligence, Financial Modeling, Finance, Real Estate Economics, Investments, Asset Management, Underwriting, Capital Markets, Mergers & Acquisitions, Financial Analysis, Disposition, Accounting, Leadership, Credit Analysis, Real Estate, Commercial Real Estate, Investment Properties, Real Estate Financing, Loans, Corporate Finance, Mortgage Lending, Real Estate Transactions, Real Estate Development, Strategic Financial..., Banking, Market Analysis, Property Management, Financial Reporting, Negotiation, Commercial Lending, Forecasting, Loan Origination, Acquisitions, Strategy, Commercial Mortgages, Business Strategy, Leases, CMBS, DCF, Cash Flow Forecasting, Strategic Planning, Restructuring, Asset, Commercial Banking, Cash Flow
Education
Kennesaw State University - Michael J. Coles College of Business
MBA, Business Administration
Coastal Securities, Inc. August 2012 - Present
State Street Bank August 2011 - August 2012
Skills
Investments, Securities, Business Analysis, Financial Analysis, Analysis, Access, Financial Modeling, Finance, Valuation, Business Intelligence, Strategic Planning, Financial Reporting, Accounting, Financial Services, Microsoft Office, PowerPoint, Loans, Sales, Microsoft Excel, Mutual Funds, Derivatives, Data Analysis, Credit, Trading, Equities, Customer Service, Strategic Financial..., Investment Banking, Bloomberg, Auditing, Business Strategy, Management, Account Reconciliation, Business Planning, Forecasting
Education
University of Houston-Victoria 2008 — 2010
MBA, Finance
Lamar University 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Hitachi Data Systems July 2013 - Present
State Street Bank April 2011 - June 2013
Target February 2009 - March 2011
Skills
SAN, VMware, Disaster Recovery, AIX, Unix, Brocade, EMC Storage, Clariion, NAS, Linux, Windows, VMware ESX, Servers, Storage, High Availability, Red Hat Linux, NetApp, Storage Area Networks, Storage Management, Solaris, Business Continuity, Netbackup, Enterprise Storage, Virtualization, Cluster, Replication, Fibre Channel, vSphere, Symmetrix, IBM AIX, NetBackup
Education
Lawrence Technological University 2006 — 2007
Master of Science (MS)
Vidya Bharathi Institute of Technology 2002 — 2006
Bachelor of Technology (B.Tech.)
J.P. Morgan September 2013 - Present
BNY Mellon March 2004 - September 2013
State Street Bank November 2003 - March 2004
Skills
Equities, Fixed Income, Portfolio Management, Bloomberg, Securities, Derivatives, Finance, Banking, Financial Modeling, Asset Management, Investments, Hedge Funds, Mutual Funds, Financial Analysis, Alternative Investments, Bloomberg Terminal, Capital Markets, Financial Services
Education
Long Island University, Brooklyn Campus 2005 — 2009
Master of Business Administration (MBA), Finance, General
Providence College 1998 — 2002
Bachelor's degree, Econometrics and Quantitative Economics
Multifonds January 2011 - Present
State Street Bank January 2001 - June 2010
Maxima Consulting, Inc. 1999 - 2010
Automated Data Processing October 1998 - January 2001
Staples 1996 - 1998
Hexaware Technologies March 1996 - September 1996
GE Capital Modular Space March 1996 - September 1996
Hexaware Information Systems June 1994 - February 1996
Aptech Computer Education 1989 - 1994
Education
National Institute of Technology Tiruchirappalli 1987 — 1989
M.Scs, Operations Research
St. Joseph's College 1984 — 1987
B.Sc, Mathematics
Kendriya Vidyalaya 1981 — 1983
High School, English, Physics, Chemistry, Biology, Maths
Saraswati Vidyalaya, Nagpur 1972 — 1981
School, Secondary Education
First American Title March 2013 - Present
Winning Agency January 2008 - February 2013
SUN TRUST BANK December 2003 - February 2005
State Street Bank September 2001 - October 2003
Sovereign Bank September 2000 - August 2001
Talbots November 1999 - August 2000
Romac International October 1998 - January 1999
Skills
Customer Service, Administrative..., Microsoft Office, National Honor Society, Work in A Fast Paced..., Cantonese, Vietnamese
Education
Lesley University 1995 — 1999
Bachelor of Arts, Management
Lincoln Financial Group June 2007 - Present
Lincoln Financial Group November 2002 - June 2007
Aris Corporation 2000 - 2002
State Street Bank 2000 - 2000
Skills
Relationship Management, Mutual Funds, Financial Services, Wealth Management, Investments, Portfolio Management, Insurance, Series 63, Banking, Retirement Planning, Credit
Education
McGill University 1998 — 1999
Certificate, English and International Business
Universidad del Norte 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
U.S. Bank April 2015 - Present
Robert Half Management Resources September 2014 - April 2015
Meradia Group July 2013 - July 2014
RBS Citizens Financial Group May 2013 - July 2013
Epsilon March 2012 - March 2013
State Street Bank November 2011 - February 2012
Brown Brothers Harriman May 2011 - September 2011
JP Morgan Chase July 2009 - May 2011
Bowne & Co., Inc. April 2006 - May 2009
Investors Bank & Trust June 2002 - April 2006
Skills
Financial Reporting, Business Analysis, Finance, Accounting, Management, Project Management, Budgets, Financial Services, Microsoft Excel, Auditing, Internal Controls, Human Resources, Training, Onboarding, Software Documentation, Account Reconciliation, SharePoint, Financial Analysis, Integration, Financial Statements, Microsoft Word, Investments, Risk Management, Property Management, Income Properties, Rentals, Compliance, Budgeting, Excel, Fundsuite, NSAR, Visio, PowerPoint, Adobe Reader XI
Education
Massachusetts College of Liberal Arts 1991 — 1995
BS, Accounting & Finance
Brockton High School 1988 — 1991
J.P. Morgan Asset Management June 2012 - Present
State Street Bank January 2003 - October 2011
Deutsche Bank January 1999 - January 2003
Bankers Trust Company January 1993 - January 1999
Inteplast Corporation January 1992 - January 1993
Education
Marist College 1988 — 1992
Bachelor of Science, Marketing, Accounting
Envestnet, Inc January 2014 - Present
Braggtown Baptist Church November 2010 - January 2013
Titan Protection and Consulting October 2008 - July 2010
State Street Bank January 2008 - September 2008
Commerce Bank & Trust January 2006 - December 2007
Skills
Preaching, Discipleship, Theology, Event Planning, Youth Ministry, Non-profits, Teaching, Biblical Studies, Public Speaking
Education
Southeastern Baptist Theological Seminary 2010 — 2013
MDiv, International Relations and Affairs
Liberty University 2005 — 2008
Bachelor's degree, Business Finance, 3.3
State Street June 2015 - Present
State Street September 2013 - June 2015
State Street Bank July 2012 - August 2013
The College of Saint Rose August 2011 - May 2012
The College of Saint Rose September 2010 - May 2012
Tri-City ValleyCats, Inc. May 2011 - September 2011
Massachusetts College of Liberal Arts September 2006 - December 2010
Cape Cod Baseball League June 2009 - August 2009
Skills
University Relations, Employee Learning &..., Recruiting, Marketing, Event Management, Management, Time Management, Athletics, Marketing Communications, Organized Multi-tasker, Tenacious Work Ethic, Highly personable, Professional Sports, Versatile Writer, Promotions, Scheduling Management, Social Promotion
Education
The College of Saint Rose 2010 — 2012
Master's degree, Communications
Massachusetts College of Liberal Arts 2006 — 2010
Bachelor's degree, Communications/English
State Street Bank February 2014 - Present
Skills
Visual Basic, C++, XHTML, 3D Studio Max, Microsoft Word, PowerPoint, JavaScript, Photoshop, Visual Studio
Education
New England Insitute of Technology 2008 — 2010
Bachelors Degree, Software Engineering
New England Institute of Technology 2007 — 2008
Associates Degree, Information Technology
Massasoit Community College 2000 — 2004
Associate's degree, Art & Graphic Design
J.P. Morgan October 2013 - Present
Houlihan Lokey July 2012 - October 2013
State Street Bank January 2010 - June 2012
Skills
Financial Modeling, Financial Analysis, Valuation
Education
Loyola Marymount University 2005 — 2009
BA, Economics; Finance
UnitedHealth Group December 2014 - Present
State Street Bank 1997 - 2012
Skills
Multi Tasking, Customer Oriented, Customer Support, Mentoring, Training, Problem Analysis, Creative Problem Solving, Microsoft Office, VMWare, Customer Service, Strategic Planning, VMware, Financial Services, Communication, Disaster Recovery, AIX, Bloomberg, BMC Remedy, Windows Server, Linux, Servers, Project Management, Fixed Income, Solaris, Process Improvement, Help Desk Support, Time Management, Program Management, Vendor Management, Incident Management, Technical Support, Lotus Notes, Software Documentation, Visio, Windows XP, IBM AIX
Education
Network Technology Academy Institute 2013 — 2014
Cisco CCNA, Cisco CCNP, Microsoft Server 2012 R2, VMWare, Comptia A+
Massasoit Community College
Associate of Science (A.S.)
State Street February 2015 - Present
MassDOT June 2014 - February 2015
State Street Bank August 2007 - January 2013
State Street Bank October 2002 - August 2007
State Street Bank April 1997 - October 2002
Skills
Incident Management, BMC Remedy, ITIL, IT Service Management, Information Technology, Service Desk, Management, Service Desk Management, Technical Support, Knowledge Management, Problem Management, Vendor Management, Global Service..., Project Management, Team Management, IT Operations, Business Process, IT Management, Disaster Recovery, Sla
Education
Quincy College 2013 — 2014
Associate's degree, Business Administration and Management, General
Massasoit Community College 2012 — 2014
Keller Williams Real Estate December 2013 - Present
State Street Bank March 2013 - Present
PepsiCo - Frito Lay September 2011 - February 2013
S.P. EVERS CONSTRUCTION July 2011 - September 2011
INTERCONNECT COMPUTER CABLING SERVICES June 2005 - June 2011
Interconnect Computer Cabling June 2005 - January 2010
Skills
Warehousing, Forklift Operator, Inventory Control, Inventory Management, Supply Chain, Supply Chain Management, Warehouse Management, Distribution Center..., Materials Management, Continuous Improvement, Forecasting, Pricing, Procurement, Contract Negotiation, Negotiation, Market Analysis
Education
BRIDGEWATER STATE UNIVERSITY 2009 — 2012
Bachelor's degree, Marketing/Marketing Management, General
Massasoit Community College 2005 — 2009
MA; Associate's Degree, Science
WEYMOUTH HIGH SCHOOL 2001 — 2005
Diploma, Wildcat Way
S Weymouth
MA; Diploma
Putnam Investments December 2013 - Present
Putnam Investments April 2011 - December 2013
Putnam Investments January 2008 - March 2011
State Street Bank January 2005 - March 2007
State Street January 2004 - January 2005
Global Financial Services Inc. January 2003 - December 2003
Skills
Valuation, Investments, Financial Modeling, Bloomberg, Financial Analysis, Fixed Income, Equities, Derivatives, Financial Reporting, Hedge Funds, Mutual Funds, Accounting, Securities, Fund Accounting, Bonds, Corporate Actions, Portfolio Management, Alternative Investments, Bloomberg Terminal, Asset Managment, Financial Services, Options, Trading, Finance, Banking, Financial Risk, Asset Management
Education
University of Massachusetts, Amherst 1999 — 2002
Bachelor's Degree, Mathematics and Statistics
Massachusetts College of Liberal Arts 1997 — 1998
Computer Science
Eaton Vance September 2014 - Present
State Street Bank November 2013 - August 2014
Preston Marketing Concepts July 2011 - January 2014
State Street Bank January 2013 - October 2013
Konica Minolta Business Solutions U.S.A., Inc. February 2012 - January 2013
Pier Realty, Rhode Island October 2010 - June 2011
Schneider Electric September 2010 - June 2011
University of Rhode Island September 2010 - May 2011
University of Rhode Island September 2008 - May 2010
Skills
Microsoft Office, Advertising, Public Speaking, Promotions, Customer Relations, Team Building, New Business Development, Social Media, PowerPoint, Market Planning, Event Planning, Event Management, Market Research, Word, Social Media Marketing, Marketing Communications, Marketing Strategy, Excel, Event Marketing, Customer Service, Online Marketing, Public Relations, Merchandising, Facebook, Social Networking, Research, Outlook, Marketing Management, Account Management, Strategic Planning, Mentoring, Photoshop, Problem Solving, Negotiation, Press Releases, Brand Development, Product Marketing, Teamwork, Direct Marketing, Blogging, Product Development, Media Relations, Graphic Design, Writing, Inventory Management, Email Marketing, Mac, Trade Shows, Team Leadership, Budgeting
Education
University of Massachusetts Boston 2015 — 2015
Master of Business Administration (MBA), International Business
Suffolk University - Sawyer Business School 2014 — 2015
Master of Business Administration (MBA), International Business Management, GPA 3.93
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelors of Science, Business Administration with concentrations in Economic Security and Risk Management
Macquarie University 2009 — 2009
International Study, Marketing
Algonquin Regional High School 2003 — 2007
High School Diploma, General
Partners HealthCare January 2012 - Present
Oracle Corporation December 2009 - January 2012
State Street Bank August 2007 - April 2010
Eastern Bank October 2003 - December 2006
Skills
Customer Service, Auditing, Reconciliation, Data Entry, Banking, Cash Management, Excel, Administration, Payments, Funding, Invoicing, Accounting, Outlook, Accounts Payable, Accounts Receivable, Financial Reporting, Compliance, Spreadsheets, Access, General Ledger, Word, Cash, PowerPoint, Expenses, Cash Flow, Quickbooks, Balance, Account Reconciliation, Internal Controls, Microsoft Excel, Analysis, Time Management, Software Documentation, Data Analysis, Management, Finance, Sarbanes-Oxley Act, Financial Analysis, Risk Management, Microsoft Word, Forecasting, Financial Modeling, QuickBooks
Education
New England College of Business and Finance 2010 — 2012
MSF
Suffolk University - Sawyer School of Management 2007 — 2007
Certificate
Makerere University 1996 — 1999
BA (SS)
EnerCare Inc. March 2014 - Present
Mondelez International September 2012 - July 2013
CREIT December 2010 - February 2012
KPMG February 2006 - December 2010
Vine & Partners LLP August 2004 - February 2006
State Street Bank September 2002 - September 2003
Ontario Lottery and Gaming Corporation May 2002 - September 2002
Skills
Accounting, Audit, Auditing, Budgeting, Real Estate, Manage teams, monthly reporting, Establishing and..., organizational..., Process and Change..., Create workflow..., Financial Analysis, Financial Reporting, Financial Accounting, Piloting, Supervisory Skills, Coaching, Process Improvement, GAAP, Team Building and..., Variance Analysis, Cash Flow Management, Team Management, Cash Flow, Payroll, General Ledger, IFRS, Internal Controls, Budgets, Organizational...
Education
Institute of Chartered Accountants of Ontario 2005 — 2007
Chartered Accountant, Accounting
McMaster University 1999 — 2004
Hon.Bachelor of Commerce, Accounting
Canadian Securities Institute 2002 — 2002
Honours, Canadian Securities Course
State Street Bank December 2013 - Present
ELX Futures L.P. February 2009 - November 2013
Morgan Stanley April 2007 - January 2009
Barclays Capital June 2005 - March 2007
New York Mercantile Exchange 1991 - 2005
Skills
Listed Derivative..., Listed Derivative..., Strategic Development, Derivatives, Commodities, Strategic Planning, Commodity, Business Strategy, Energy, Natural Gas, Electricity Markets, Electronic Trading, Risk Management, Trading, Hedging, Commodity Markets, Options, Hedge Funds, Swaps, Securities
Education
Marist College 1987 — 1990
BS, Finance
Rensselaer Polytechnic Institute 1986 — 1987
Economics
State Street Bank September 2013 - Present
Cogo Labs September 2011 - June 2013
MIT Sloan School of Management May 2009 - January 2010
MIT Energy Initiative June 2009 - August 2009
AIG Europe Headquarters June 2008 - August 2008
MIT Student Financial Services June 2007 - May 2008
MIT SENSEable City Lab May 2007 - February 2008
InTouch Technology January 2007 - February 2007
Skills
Stata, Data Analysis, Financial Modeling, Econometrics, Statistical Modeling, Microsoft Office, Start-ups, Analytics
Education
London School of Economics and Political Science 2010 — 2011
MSc, Management & Economics
Massachusetts Institute of Technology 2006 — 2010
BS, Economics, Minor in Mathematics
Walmart Canada March 2015 - Present
Walmart Canada August 2014 - March 2015
Walmart Canada May 2012 - August 2014
Sears Canada August 2010 - May 2012
Sears Canada March 2009 - August 2010
Canadian Tire December 2006 - March 2009
Canadian Tire December 2005 - December 2006
JAN Kelley Marketing April 2005 - December 2005
State Street Bank April 2003 - September 2004
Skills
E-commerce, Digital Marketing, Product Management, Leadership, Online Marketing, Email Marketing, Online Advertising, Management, Web Analytics, User Experience, Strategy, Marketing Strategy, Digital Strategy, Social Media Marketing, Competitive Analysis, Analytics, Social Media, Marketing, Product Development, Advertising, Retail, SEM, Google Analytics, Integrated Marketing, Business Strategy, Marketing Communications, Multi-channel Marketing, Customer Insight, Entrepreneurship, Web Marketing, Project Management, SEO, Direct Marketing
Education
York University - Schulich School of Business 2011 — 2012
MBA, Marketing, Deans Honour List
McMaster University 2000 — 2005
Bachelor of Commerce, Marketing, With Honours
State Street Global Advisers April 2015 - Present
Federated MDT Advisers August 2012 - April 2015
State Street Bank 2010 - August 2012
Merrill Lynch 2007 - 2008
Education
Manhattan College 2005 — 2009
B.S., Finance
State Street Bank January 2008 - Present
Vitech Systems Group November 2002 - January 2008
Dresdner Kleinwort Wasserstein August 2000 - November 2002
Prudential Asset Management Group June 1997 - August 2000
Western Union Financial Services/ International Group June 1993 - June 1997
Citibank 1985 - 1990
Skills
Equities, Derivatives, Valuation, Asset Managment, Fixed Income, Corporate Finance, Portfolio Management, Due Diligence, Investments, Mergers, Bloomberg, Mergers & Acquisitions, Finance, Asset Management, Private Equity
Education
Lehigh University - College of Business and Economics
BS, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
Bracebridge Capital, LLC December 2007 - Present
Bracebridge Capital, LLC January 2006 - November 2007
Bracebridge Capital, LLC October 2002 - December 2005
Bracebridge Capital, LLC February 2001 - September 2002
State Street Bank September 1998 - January 2001
Skills
Investments, Valuation, Hedge Funds, Financial Analysis, Fixed Income, Equities, Bloomberg, Mutual Funds, Investment Management, Capital Markets, Alternative Investments, Bonds, Derivatives, Portfolio Management, Financial Modeling, Securities, Asset Management, Private Equity, Due Diligence, Finance, Bloomberg Terminal, Options, Trading, Swaps
Education
Tufts University 1994 — 1998
BA
Harvard University 1999 — 2000
Accounting, Finance
Dartmouth High School 1991 — 1994
Macquarie University
NYS Office of Court Administration November 2006 - Present
State Street Bank August 2003 - May 2006
Kelly Services January 2000 - August 2003
Skills
Budget Management, Budget Analysis, Budget Preparation, Payment Auditing, Contract Management, Contract Development, Budgets, Nonprofits, Government, Auditing, Software Documentation, Training, Managerial Finance, Fundraising, Microsoft Office, Public Speaking
Education
Suffolk University - Sawyer School of Management 2004 — 2006
MPA, Public Administration
Marist College 1995 — 1998
BA, English Literature
State Street Bank August 2011 - Present
BNY Mellon July 2007 - July 2011
Skills
Mutual Funds, Equities, Fund Administration, Hedge Funds, Fixed Income, Securities, Fund Accounting, Bloomberg, Derivatives, Valuation, Asset Management, Bloomberg Terminal, Corporate Actions, Fund Of Funds, Swaps, Banking, Accounting
Education
Lasell College 2003 — 2007
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
State Street Bank March 2011 - Present
Cognizant Technology Solutions August 2009 - June 2012
SoftwareArt Corporation March 2008 - August 2009
IBM Global Services September 2006 - February 2008
Patni Computer Systems December 2004 - August 2006
Patni Computer Systems 2004 - 2006
Skills
Java Enterprise Edition, Spring, Hibernate, SOA, Web Services, Tomcat, Oracle, Weblogic, Struts, Agile Methodologies, XML, JMS, Websphere, JSP, JBoss Application Server, JDBC, Eclipse, Java, SDLC, PL/SQL, Spring Framework
Education
Visvesvaraya Technological University 2000 — 2004
Batchlor Of Engineering, Computer Science & Engineering
Kendriya Vidyalaya
State Street June 2015 - Present
State Street Bank September 2010 - Present
State Street Bank 2007 - 2010
State Street Bank 1998 - 2007
State Street Global Advisors 1996 - 1998
State Street Global Advisors 1994 - 1996
Skills
Excel, Word, Power..., Mutual Funds, Project Management, Risk Management, Process Improvement, Lean Thinking, Customer Service, Strategic Communications, Corporate Actions, Derivatives, Banking, Accounting, Business Analysis, Financial Services
Education
Suffolk University 1993 — 1994
Master of Science (M.S.), Taxation
Westfield State College 1987 — 1990
Bachelor of Science (BS), Accounting
Massasoit Community College 1986 — 1987
State Street Bank March 2014 - Present
State Street July 2013 - March 2014
3LP Advisors June 2012 - August 2012
Lambda Prime Investment Holdings June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
Massachusetts Institute of Technology 2009 — 2013
Bachelor of Science (B.Sc.), Materials Science Engineering
Lakeside High School 2005 — 2009
High School Diploma
Fidelity Investments October 1996 - Present
State Street Bank 1994 - 1996
KeyCorp 1991 - 1994
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Financial Modeling, Forecasting, Finance, Corporate Finance, Financial Services, Investments, Mutual Funds, Portfolio Management, Equities, Bloomberg, Valuation, Asset Management
Education
Villanova University 1987 — 1991
B.S., Economics
Marist College 2006 — 2009
MBA
Montrose School July 2015 - Present
Montrose School December 2010 - July 2015
Franklin Public Schools September 2005 - November 2010
Putnam Investments 1997 - 2003
State Street Bank 1988 - 1989
Multibank Financial Group 1986 - 1987
City Federal Savings Bank 1984 - 1986
Skills
Microsoft Office, Organization, Management, Budgets, Mutual Funds, Data Analysis, Financial Analysis, Microsoft Excel, Research
Education
Lafayette College 1980 — 1984
B.A., Economics
Citizens Financial Group, Inc. November 2014 - Present
CB Richard Ellis September 2011 - November 2014
Bright Horizons Family Solutions 2005 - August 2011
Wentworth Institute of Technology June 2006 - July 2011
Reliable Truss May 2005 - December 2005
Forges Cranberry Equipment 2003 - 2004
State Street Bank 2001 - 2003
Putnam Investments 1998 - 2001
Skills
Contract Negotiation, Facilities Management, Budgets, Management, Contract Management, Project Management, Project Planning, Operations Management, Team Building, Strategic Planning
Education
Massachusetts Maritime Academy 2004 — 2006
MS Facilities Management
University of Massachusetts Boston 1992 — 1997
History, Anthropology/Archaeology
Wentworth Institute of Technology 1991 — 1992
Certificate, Construction Drafting
Weymouth HS (South) 1987 — 1991
Seacoast Capital January 2014 - Present
Seguin Partners, LLC October 2007 - Present
State Street Bank 1991 - 1998
Skills
Administrative..., Office Management, Finance, CRM, Management, Budgets, Customer Service, Accounting, Portfolio Management, Mergers, Strategic Planning, Investments
Education
Marian Court College 1988 — 1990
Associate's degree
Network Runners, Inc. September 2013 - Present
MCEITS September 2013 - Present
State Street Bank August 2000 - December 2012
Operating Engineers Local 101 January 1994 - August 2000
Skills
Proficient in Autosys,..., Disaster Recovery, Active Directory, Software Documentation, VMware, Technical Support, Troubleshooting, Requirements Analysis, System Administration, Microsoft Office, Windows, Bloomberg Terminal, Process Improvement, Middle Office, Risk Management, Financial Risk, Portfolio Management, Visio, DNS, User assisted testing, PGP, NetBackup, FTP, Change Control, Remedy Ticketing System, Good customer relation..., BMC Remedy, Netbackup, Servers, Operating Systems, Testing, Networking, Program Management, Management, BMC Remedy Ticketing...
Education
National American University Kansas City 1998 — 2004
Bachelor of Science, Applied Management
Longview Community College 1983 — 1989
Associate of Applied Science Degrees, Business Administration and Management, General
New Horizon
Northeast High School
AJO April 2013 - Present
State Street Bank October 2011 - April 2013
Skills
Matlab, C, C++, Toad, SQL, Bloomberg Terminal, FactSet, Microsoft Office, R
Education
Massachusetts Institute of Technology 2006 — 2011
Doctor of Philosophy (Ph.D.), Mechanical Engineering
Tsinghua University 2002 — 2006
Bachelor's degree, Mechanical Engineering
MetLife October 2007 - Present
State Street Bank August 2001 - October 2007
Independence Blue Cross August 1998 - August 2001
Skills
Financial Reporting, Financial Analysis, Accounting, Insurance, General Ledger, PeopleSoft, Risk Management, Bloomberg, Investments, Cognos, Fund Accounting, Business Analysis, Securities, Pivot Tables, Essbase, Microsoft Excel, Public Speaking, Microsoft Powerpoint, PAM for Securities, Strategic Planning, User Acceptance Testing
Education
Rutgers, The State University of New Jersey-Camden 1996 — 2000
Master of Business Administration (M.B.A.), Finance
La Salle University
Bachelor of Business Administration (B.B.A.), Accounting
GMO March 1996 - Present
GMO March 1996 - Present
State Street Bank 1993 - 1996
Skills
Bloomberg, ETFs, Electronic Trading, Equities, Trading Systems, Program Trading, Hedge Funds, Derivatives, Equity Trading, Emerging Markets, Mutual Funds, Portfolio Management, Securities, Alternative Investments, Investments, Asset Management
Education
Lynchburg College 1989 — 1993
Bachelor of Arts (B.A.), Mathematics
Acton Boxborough RHS 1985 — 1989
Avanade July 2006 - September 2015
Pan Aqua Diving October 2011 - October 2013
SunGard 2003 - 2006
Bit Changers April 2002 - March 2005
Plural 2002 - 2003
State Street Bank 2001 - 2002
Solspark Inc 2001 - 2001
VServers 1999 - 2000
Winstar Communications 1996 - 1998
Skills
SharePoint 2010, MOSS 2007, SQL Server 2000-2008, ASP.NET, Windows Server 2008, SSIS, ASP.NET AJAX, SharePoint, Microsoft Office..., Windows Server, .NET, IIS, Microsoft SQL Server, Integration, Microsoft Technologies, SOA, Enterprise Architecture, C#, WCF, Solution Architecture, Databases, Scrum, Data Warehousing, SSRS, Software Project..., Agile Methodologies, Architecture, Visual Studio, Virtualization, Business Intelligence, Web Services, T-SQL, TFS, Operational Execution, Application Architecture, SDLC, Software Development, Capability Development, Team Leadership, Client Focus, Strategic Planning, Testing, Web Applications, Database Design, Silverlight, Scuba Diving, ASP.NET MVC, Requirements Analysis, VB.NET, Architectures
Education
Marist College 1996 — 1998
BS, Computer Science
SUNY Morrisville 1992 — 1994
Associates, Automotive Technology
ETF.com July 2013 - Present
Univision June 2012 - December 2012
Univision October 2011 - June 2012
Institute for International Research February 2011 - May 2011
State Street Bank June 2007 - December 2010
State Street July 2006 - June 2007
State Street June 2005 - July 2006
Skills
Marketing, Investments, Mutual Funds, Market Research, Finance, Banking, Social Media, Financial Risk, Integrated Marketing, Email Marketing, Risk Management, Analysis, Management, Securities, 401k, Account Management, Outlook, Hedge Funds, Microsoft Excel, Business Strategy, Advertising
Education
Long Island University, Brooklyn Campus 2009 — 2012
MBA, Marketing
Pine Manor College 2001 — 2005
Bachelor of Arts (B.A.), Business Administration
State Street Bank March 2014 - Present
Credit Suisse Investment Bank June 2010 - February 2013
Executive Office of the President, The White House April 2007 - May 2009
Booz Allen Hamilton September 2003 - March 2007
United States Army May 1997 - November 2002
Skills
Strategy, Security Clearance, Financial Modeling, IT Management, Risk Management, IT Investment Management, Business Process..., Investments, Leadership, Portfolio Management, New Business Development, Business Transformation, Mergers & Acquisitions, Due Diligence, Emerging Markets
Education
London Business School 2009 — 2011
MBA
United States Military Academy 1993 — 1997
BSc, French & Russian, Systems Engineering
InComm December 2010 - Present
Lender Processing Services, Inc. (LPS) May 2010 - November 2010
Lydia Cladec Inc. May 2006 - May 2010
Citicorp Cards October 1998 - May 2006
AT&T Universal Card October 1995 - October 1998
State Street Bank August 1994 - September 1995
AMP Corporation (M/A‑COM Electronics Division) February 1982 - April 1990
Skills
Business Analysis, SDLC, Integration, IT Strategy, Software Project...
Education
Massachusetts Institute of Technology
Master's Degree, Electronic Engineering
Wentworth Institute of Technology
Bachelor's Degree, Electronic Engineering, 3.45 Average Deans List
Needham & Company October 2014 - Present
State Street Bank September 2013 - October 2014
Citi July 2011 - July 2013
Citi June 2010 - August 2010
Phase Forward June 2009 - August 2009
Skills
Financial Forecasting, Financial Modeling, Financial Risk, Series 63, series 79
Education
Lehigh University 2007 — 2011
Bachelor of Science (B.S.), Finance
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
M&T Bank January 2015 - Present
M&T Bank September 2005 - January 2015
M&T Bank February 1994 - September 2005
M&T Bank February 1994 - January 1995
State Street Bank June 1989 - February 1994
Skills
Financial Analysis, Strategic Planning, Banking, Budgets, Commercial Lending, Small Business Lending, Finance, Mergers & Acquisitions, Due Diligence, Portfolio Management, Commercial Banking, Mergers, Equities, Credit, Leadership, Credit Analysis, Financial Modeling, Cash Management, Treasury Management, Team Building, Financial Reporting, Risk Management, Strategy, Contract Negotiation, Nonprofits, Loans, Corporate Finance, Management, Process Improvement, Capital Markets, Valuation, Asset Management, Financial Structuring, Executive Management, Financial Risk, Credit Risk, Underwriting, Commercial Mortgages, Fixed Income, Mortgage Lending, Relationship Management, Investments, Strategic Financial..., Restructuring, Investment Banking
Education
William E. Simon School of Business 1987 — 1989
Master of Business Administration (M.B.A.), Finance/Marketing
Le Moyne College 1981 — 1985
Bachelor's Degree, Business - Finance/Marketing
McQuaid Jesuit High School 1977 — 1981
High School
Bank Street Mortgage, LLC 2006 - 2009
DKR Capital 2001 - 2006
Ardsley Partners 1997 - 2001
McKinley Capital, Limited 1995 - 1997
State Street Bank 1994 - 1995
State Street Bank 1993 - 1994
State Street Bank, Luxembourg City, LUX 1992 - 1993
State Street Bank 1991 - 1992
Deloitte & Touche, Maastricht, NL 1991 - 1991
Skills
Hedge Funds, Financial Reporting, Equities, Microsoft Excel, Portfolio Management, Account Reconciliation, Finance, Securities, Valuation, Due Diligence, Accounting, Bonds, Derivatives, Trading, Asset Management
Education
University of Connecticut
MBA, Finance
Maastricht University 1990 — 1991
Certificate of European Studies
The University of Connecticut
BA, Economics
Joel Barlow
Signature Healthcare, Brockton Ma June 2014 - Present
Signature Healthcare, Brockton Ma March 2013 - May 2014
Blue Cross Blue Sheild of Massachusetts July 2010 - March 2013
Hollyberries Country Gifts January 2003 - January 2011
State Street Bank October 2009 - July 2010
EquiServe February 2000 - January 2003
EquiServe April 1989 - January 2000
Skills
Operations Management, Microsoft Office, Team Leadership, PowerPoint, Research, Contract Management, Social Networking, New Business Development, Retail, Business Analysis, Nonprofits, Customer Service, Management, Data Analysis, Coaching, Microsoft Word, Medicare, Microsoft Excel, Public Speaking, Insurance, Data Entry, Marketing, Accounts Payable, Process Scheduler, Community Outreach, Managed Care, Accounts Receivable, Troubleshooting, Access, Teaching, Sales, Team Building, Health Insurance, Event Management, Project Management, Windows, Event Planning, Social Media, Sales Management, Leadership Development, Process Improvement, Customer Satisfaction, Budgets, Accounting, Strategic Planning, Payroll, Leadership, Analysis, Human Resources, Outlook
Education
Lee University 1987 — 1988
Music, Freshmen
Central High School 1982 — 1986
High School Diploma
State Street Bank June 2010 - August 2011
State Street September 2007 - June 2010
UMass Boston October 2006 - May 2007
Procter & Gamble/Gillette Divison December 2004 - December 2006
Skills
Fund Administration, Mutual Funds, Fixed Income, Derivatives, Bloomberg Terminal, Microsoft Office, Microsoft Excel, PeopleSoft, Outlook, PowerPoint, Demand, EPL, CMOD, Multi-Currency Horizon...
Education
University of Massachusetts Boston 2005 — 2007
Bachelor of Applied Science (B.A.Sc.), Accounting
Lasell College 2002 — 2004
Associate of Arts (A.A.), Business Administration and Management, General
Eaton Vance March 2000 - Present
State Street Bank June 1998 - March 2000
Skills
Mutual Funds, Statistics, Analytics, Fixed Income
Education
Lehigh University - College of Business and Economics 1994 — 1998
BS, Finance
State Street Bank June 2011 - Present
State Street January 2010 - June 2011
Skills
Business Analysis, Project Management, Superior Client Service, Foreign Exchange, Global Custody, Payment Systems, Shared Services, Joint Ventures, Global Business..., Lean Transformation, Business Transformation, Financial Services, Mutual Funds
Education
York University - Schulich School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Financial Services, Strategic Management, Honours
McMaster University 2000 — 2005
Bachelor of Commerce (B.Com.), Finance, General, Honours; Dean's List
United Natural Foods May 2013 - Present
Wayfair May 2011 - May 2013
Wayfair August 2010 - April 2011
State Street Bank January 2008 - August 2008
Skills
EDI, SQL, Data Analysis, Databases, Microsoft SQL Server, Process Improvement, E-commerce, Analysis, Business Analysis, Integration, Customer Service, Business Intelligence, SDLC
Education
Boston University College of Communication 2008 — 2010
Screenwriting
McGill University 2002 — 2006
Bachelor of Arts, Environmental Studies
Federal Reserve Bank of Kansas City April 2015 - Present
State Street Bank April 2014 - April 2015
State Street Bank Kansas City 2012 - 2014
State Street Bank Kansas City February 2011 - 2012
Black & Veatch January 2009 - February 2011
Black & Veatch September 2007 - January 2009
Skills
Fund Accounting, Account Reconciliation, Securities, Bloomberg, Fixed Income, Mutual Funds, Accounting, Business Analysis
Education
Baker University
Master of Business Administration (MBA)
University of Missouri-Kansas City
Bachelor's degree Business Administration
Longview Community College
Bizcloud March 2009 - Present
State Street Bank September 2005 - December 2009
Skills
Strategy, Direct Sales, Strategic Partnerships, CRM, Business Development, E-commerce, Entrepreneurship, Business Intelligence, Sales Operations, Start-ups, Team Management, Marketing Strategy, Team Leadership, Salesforce.com, Product Management, Leadership, Sales, Market Research, Web Analytics, Web 2.0, Marketing, Cloud Computing, Online Marketing, Account Management, Corporate Finance, International Sales, Strategic Consulting, SaaS, International Business, Management, Negotiation, Social Media Marketing, Analytics, Product Marketing, Management Consulting, Online Advertising, Business Planning, Social Media, Cross-functional Team..., Business Strategy, Mobile Devices, SEO, Business Analysis, Product Development, Social Networking, Outsourcing, Lead Generation, Email Marketing, Competitive Analysis, Process Improvement
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2005
BA, Business Administration
State Street Global Advisors September 2013 - Present
Income Research & Management August 2012 - September 2013
State Street Bank March 2010 - August 2012
State Street Bank May 2007 - March 2010
Skills
Fixed Income, Equities, Financial Analysis, Relationship Management, Asset Management, Finance, Sales Process, Microsoft Office, Cash, Multi Tasking, Asset Managment, Basketball, Analysis, Mutual Funds, Cash Flow, Money, Client Services, Cash Handling Experience, Series 7, Hold Series 7, Series 63, Bloomberg, Investments, Financial Services
Education
Boston College, Carroll School of Management 2011 — 2015
MSF, Finance
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2010
Certificate in Understanding and Solving Complex Business Problems, Executive Education
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Organizational Behavior
Wentworth Institute of Technology / Simmons College 2001 — 2006
Dual Degrees: Bachelor of Science; Bachelor of Art, Environmental Engineering; Sociology
The Minuteman Tech 1997 — 2001
Environmental Science
Driscoll & Company, PLLC February 2001 - Present
State Street Bank June 1999 - February 2001
Skills
Tax, Accounting, Tax Preparation, Income Tax, Financial Reporting, Auditing, Corporate Tax, CPA, GAAP, Financial Accounting, Internal Controls, QuickBooks, Tax Returns, General Ledger, Bookkeeping, Financial Analysis, Tax Accounting
Education
Lyndon State College 1996 — 1999
Bachelor's of Science, Accounting and Business Administration
Staples December 2010 - Present
FedEx Express August 2006 - January 2008
State Street Bank August 1998 - October 2002
Education
Massasoit Community College 1996 — 1998
Associate of Science (A.S.), Business Administration and Management, General
Robert Half June 2014 - Present
Experis March 2013 - December 2013
Randstad May 2012 - November 2012
The Mergis Group November 2010 - October 2011
T. Rowe Price February 2008 - April 2009
State Street Bank August 2006 - January 2008
Legg Mason- contracted from Oakbrook Solutions December 2005 - January 2006
American Insurance Group - contracted from Insys Consulting May 2005 - August 2005
Pershing - contracted from Fists Services November 2003 - January 2005
Skills
Account Reconciliation, Trading, Fixed Income
Education
Mercy College 2000 — 2002
BS, Organizational Management
New York University - Leonard N. Stern School of Business
Certification, Human Resource Management
SiteSpect, Inc. March 2015 - Present
State Street March 2014 - Present
Akamai Technologies March 2013 - May 2013
State Street Bank March 2007 - June 2012
Interactive Data 2002 - March 2007
Powderhouse Software 2001 - 2002
Skills
Perl, Performance Analysis, Capacity Planning, SAS, SAS programming, Prognosis, SQL, TCP/IP, OPNET, Business Continuity, Distributed Systems, Oracle, Performance Tuning, Requirements Analysis
Education
MIT 1988 — 1992
BS, Physics
Massachusetts Institute of Technology 1988 — 1992
Bachelor of Science (BS), Physics
Prevett Law Offices June 2014 - Present
Town of Fitzwilliam March 2014 - Present
Town of New Boston January 2013 - Present
Prevett & Prevett, LLP December 1999 - Present
Prevett & Prevett, LLP December 1999 - Present
Town of Weare May 2013 - January 2014
State Street Bank July 1995 - July 1996
Skills
Family Law, Estate Planning, Criminal Law, Bankruptcy, Criminal Defense, Wills, Appeals, Civil Litigation, Litigation, Mediation, Legal Research, Legal Writing
Education
Massachusetts School of Law 1996 — 1999
J.D.-cum laude, Law
Tulane University - A.B. Freeman School of Business 1993 — 1995
Bachelor of Science, Finance and Accounting
Tulane University 1991 — 1995
BSM, Finance
Milford Area Senior High 1988 — 1991
Diploma, Junior High/Intermediate/Middle School Education and Teaching
Dr. Reddy's Laboratories July 2015 - Present
Dr. Reddy's Laboratories December 2013 - Present
Cadista Pharmaceuticals June 2012 - November 2013
Cadista Pharmaceuticals Inc. August 2009 - June 2012
Cadista Pharmaceuticals October 2007 - August 2009
Cadista Pharmaceuticals August 2007 - October 2007
Sandoz February 2006 - August 2007
Merrill Lynch November 2004 - February 2006
State Street Bank January 2004 - September 2004
Skills
Market Research, Forecasting, SAP, Project Management, Strategic Planning, Microsoft Excel, Pharmaceutical Industry, Customer Service, Business Analysis, Microsoft Office, Data Analysis, Marketing, Portfolio Management, Market Analysis, Strategy, Process Improvement, Product Launch, GMP, Cross-functional Team..., Pharmaceutical Sales, Competitive Analysis, Validation, Sales Operations, Product Development, Management, Pharmaceutics, FDA, Global Marketing, Supply Chain, Technology Transfer, Pricing, Sop, Supply Chain Management
Education
Lehigh University
Bachelor of Science (BS), Business and Economics
Saint Joseph's University 2009 — 2011
MBA, Marketing
BlackBerry May 2012 - Present
BlackBerry May 2009 - May 2012
BlackBerry June 2007 - May 2009
BlackBerry June 2005 - June 2007
Bell 2004 - 2005
Fido Solutions 2003 - 2004
State Street Bank 2002 - 2003
Education
McMaster University 1998 — 2002
B.Comm (Hons), Marketing
Lehman Brothers Holdings Inc. April 2010 - Present
Citigroup Global Markets Inc. March 2004 - February 2008
Natixis 2001 - 2004
State Street Bank 1999 - 2000
Merrill Lynch May 1998 - August 1998
US Army 1992 - 1997
Skills
Securitization, Derivatives, Valuation, Structured Finance, Fixed Income, Capital Markets, Structured Products, Credit Derivatives, ABS, CDO, Subprime, Securities, Asset Management, Investment Banking, Hedge Funds, Equities, Financial Structuring, Bloomberg, Alternative Investments, Bonds, Interest Rate..., Options, Equity Derivatives, Trading, Swaps, MBS, CDS, High Yield
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
M.B.A., Financial Management
United States Military Academy at West Point 1988 — 1992
B.S., Mechanical Engineering (Aerospace)
RGIS December 2012 - Present
P&G Formerly Gillette Company March 2000 - December 2002
State Street Bank April 1998 - November 1999
State Street Bank October 1996 - April 1998
State Street Bank March 1989 - October 1996
Education
Massasoit Community College 1986 — 1990
Associates, Communications
Quincy College
Certificate, Paralegal Studies
Autobytel May 2014 - September 2014
CoreLogic March 2012 - October 2012
Pacific Life March 2011 - June 2011
PIMCO November 2010 - March 2011
Helio August 2008 - November 2009
State Street Bank October 2001 - March 2007
Ingram Micro Inc August 1998 - June 2001
Mazda Technologies February 1998 - August 1998
Wells Fargo November 1986 - June 1996
Skills
Unix, XP, Windows 7, Networking, Technical Support, Hardware, Incident Management, Disaster Recovery, Mainframe, Data Center, SharePoint, Vendor Management, BMC Remedy, IT Operations, Solaris, Operating Systems, Linux, VMware, System Administration, Security, Microsoft SQL Server, Integration, System Deployment, Servers, Active Directory, TCP/IP, Windows XP
Education
Los Angeles Trade Technical College 1982 — 1984
AS, Electronics
Los Angeles Trade Technical College 1982 — 1984
Associate's degree, Electrical, Electronics and Communications Engineering
State Street June 2015 - Present
Blue Cross Blue Shield of Massachusetts/LeapFrog System April 2013 - Present
Brown Brothers Harriman April 2011 - April 2013
State Street May 2006 - February 2009
State Street Bank and Trust Co. June 1997 - May 2006
State Street Bank and Trust Co. 1992 - June 1997
State Street Bank 1990 - 1992
Skills
Business Analysis, PMP, Financial Services, Derivatives, Testing, Software Quality..., Analysis, Quality Assurance, Project Management, Requirements Gathering, Process Improvement, Business Requirements, Banking, User Acceptance Testing, SDLC, Leadership, Vendor Management, Risk Management, Visio, Business Process, Requirements Analysis, PMO
Education
Long Island University, Southampton Campus 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Brandeis University - International Business School 2012 - Present
Lee Munder Capital Group July 2009 - August 2012
Independence Investment May 2001 - July 2009
Independence Investments 1997 - July 2009
Independence Investment Associates, Inc. November 1997 - May 2001
Pacific Capital Fixed Income Advisors October 1995 - November 1997
State Street Global Advisors April 1987 - October 1995
State Street Bank 1987 - 1995
Skills
Equities, Portfolio Management, Asset Managment, Hedge Funds, Investment Management, Equity Research, Investments, Securities, Investment Advisory, Structured Finance, Currency, Asset Management, Strategy, Mutual Funds, Alternative Investments, Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
1987, Finance
Massachusetts Institute of Technology 1981 — 1987
Bachelor of Science (BS), Chemical Engineering
BCA Research 2008 - Present
CIBC Asset Management 2007 - 2008
State Street Bank 2000 - 2007
IDEA 1996 - 2000
Bank of Canada 1995 - 1996
Skills
Currency, Foreign Exchange, Financial Markets, Equities, Fixed Income, Bloomberg, Asset Management, Economics, Investment Banking, Investment Strategies, Corporate Finance, Macroeconomics, Investments, Risk Management, Alternative Investments, FX trading, Electronic Trading, Options, Derivatives, Hedge Funds, Banking, FX Options, Capital Markets, Strategy, Asset Allocation, Commodity, Equity Research, Bonds, Emerging Markets, Trading, Bloomberg Terminal, Portfolio Management, Securities, Financial Services
Education
AIMR 1998 — 2000
CFA Charter
McGill University 1991 — 1995
B.Com, M.A., Finance, Economics
CVS Pharmacy August 2006 - Present
CVS Caremark Corporation June 1994 - August 2006
MCPHS 2001 - 2006
State Street Bank January 1999 - 2000
Skills
Staff Management, Staff Development, Staff Training, Pharmacists, Pharmacy, Medication Therapy..., Patient Counseling, Healthcare Management, Clinical Pharmacy, Community Pharmacy, Immunization, Pharmacy Automation, Compounding, Pharmacy Practice, Clinical Pharmacology, Medicare Part D, Pharmacy Benefit..., Pharmaceutical Industry
Education
Massachusetts College of Pharmacy and Health Sciences 2002 — 2006
Doctorate, Pharmaceuticals
Northeastern University 1996 — 2000
Bachelor of Science, Finance and Insurance
State Street Bank August 2013 - Present
Credit Suisse June 2003 - July 2013
Education
Lehigh University 1999 — 2003
Lehigh University - College of Business and Economics 1999 — 2003
BS
Dove Professional Apparel, Inc. April 2014 - Present
bella of Cape Cod June 2012 - April 2013
Rosie Cheeks July 2008 - December 2011
Nordstrom March 2008 - July 2008
Eastern Bank 2007 - 2008
Sofia Brina 2005 - 2007
Shearson Lehman Brothers September 1990 - December 1992
State Street Bank December 1975 - June 1986
Skills
Merchandising
Education
Northeastern University 1979 — 1979
Business/Commerce, General
Worcester State College 1973 — 1974
Business Administration and Management, General
Massasoit Community College 1971 — 1973
Commonwealth of Massachusetts December 2009 - Present
State Street 1981 - 2009
State Street Bank 1981 - 2008
The Boston Company September 1987 - September 1989
Skills
Portfolio Management, Offshoring, Securities, Middleware, Investments, Outsourcing, Fixed Income, Asset Management, EAI, Asset Allocation, SOA, Derivatives, FINRA, Portals, Equities, Valuation, Program Management, Nearshore, Capital Markets, Bonds, Loans, PMO, Trading, Investment Strategies, Intranet, Asset, Credit, Wealth Management, Risk, TIBCO, Banking, Mutual Funds, Portlets, Content Management, IT Outsourcing, Settlements, Bloomberg
Education
North Adams State College 1982 — 1985
Massachusetts College of Liberal Arts 1981 — 1985
bny Managing DirectorBNY Mellon2007 - 2015
State Street 2001 - 2007
State Street Bank 2001 - 2007
Maxima Consulting, Inc. 1999 - 2001
Maxima Consulting, Inc. 1999 - 2001
Skills
SDLC, Software Project..., Business Analysis, SQL, Requirements Analysis, Software Development, Agile Methodologies, User Acceptance Testing, Oracle, Unix, Enterprise Architecture, Vendor Management, Data Warehousing, Business Intelligence, Cloud Computing, Process Improvement, Solution Architecture, IT Strategy, Project Management, Integration, SOA, Web Services, Data Modeling, Program Management, Requirements Gathering, Disaster Recovery
Education
Kendriya Vidyalaya
SGSITS
State Street Bank 2007 - Present
Deutsche Bank 2006 - 2007
Bankers Trust Company / DeutscheBank AG 1993 - 2001
Skills
Recruiting, Technical Recruiting, Talent Acquisition, PeopleSoft, Sourcing, Onboarding, Talent Management, Human Resources, Applicant Tracking..., College Recruiting
Education
Marymount Manhattan College
B.A. Business Administration
Oberthur Technologies May 2014 - Present
Wipro Technologies April 2012 - April 2014
State Street Bank November 2005 - March 2012
State Street November 2000 - November 2005
Skills
Business Analysis, Agile Methodologies, Java Enterprise Edition, Requirements Analysis, Scrum, Web Services, Cloud Computing
Education
Mangalore University 1988 — 1992
State Street Bank 2007 - Present
Fidelity Investments September 2006 - August 2007
Fidelity Investments 2006 - 2007
Education
McDaniel College 2001 — 2005
State Street Bank April 2014 - Present
State Street Bank July 2006 - April 2014
State Street Bank February 2004 - July 2006
State Street Bank February 2001 - February 2004
State Street July 1999 - February 2001
Skills
Budgets, Leadership, Pricing, Mutual Funds, CRM, Fund Accounting, Management, Auditing, Portfolio Management, Client Services, Business Analysis
Education
University of Phoenix 2006 — 2014
Business Management
Massasoit Community College 1998 — 2000
State Street Bank June 1998 - Present
Skills
Securities Lending, Fixed Income, Global Custody, Bloomberg, Derivatives, Equities, Securities, Middle Office, Settlement, Corporate Actions, Collateral Management, Prime Brokerage, Back Office, Mutual Funds
Education
Le Moyne College 1994 — 1998
West Genesee High School 1994 — 1998
David Burke's Primehouse, James Hotel May 2007 - Present
Chicago Women at Law January 2006 - June 2007
Rhode Island Blood Center January 2003 - February 2004
Outback Steakhouse 2002 - 2004
State Street Bank December 2001 - September 2002
Skills
Event Planning, Customer Service, Social Media, Sales, PowerPoint, Hospitality, Outlook, Marketing, Microsoft Word, Microsoft Excel, Microsoft Office, Event Management, Accounting, Spanish, Public Speaking, Transcribing, Dictaphone, Food, Leadership, Hospitality Industry, Customer Satisfaction, Hospitality Management, Food & Beverage
Education
Kendall College 2007 — 2009
Bachelor of Arts (B.A.), Hospitality Administration/Management, 3.8 Cumulative GPA; Dean's List; Endowment Scholarship winner
University of Rhode Island 1997 — 2001
Bachelor of Arts (B.A.), English, Dean's List
State of Illinois February 2009 - Present
Lakeside Community Development Corporation January 2012 - May 2012
State Street Bank February 2007 - April 2008
Virginia Commonwealth University September 2004 - September 2005
Skills
Accounting, Account Reconciliation, Mutual Funds, Trading
Education
Loyola University of Chicago 2010 — 2012
Masters, Urban Affairs/Public Policy
University of Rochester 2000 — 2004
Bachelor's degree, economics and psychology
University School 1993 — 2000
HS Diploma
Diversified September 2009 - Present
New York Life May 2006 - May 2009
CitiStreet June 2001 - April 2006
State Street Bank April 2000 - June 2001
State Street Bank/SSgA March 1996 - March 2000
Education
Massachusetts College of Liberal Arts 1986 — 1990
BS, Business Administration, Marketing
Hertz November 2014 - Present
Hertz July 2012 - Present
Forrester Research November 2011 - June 2012
Verndale October 2009 - November 2011
State Street Bank July 2006 - March 2009
West, a Thomson Reuters business January 2006 - June 2006
TAC May 2005 - August 2005
Skills
Manual Testing, Usability Testing, Exploratory Testing, Test Automation, Quality Assurance, Software Quality..., Testing, Scrum, XML, Java, User Acceptance Testing, Visio, SQL
Education
Lyndon State College 2001 — 2005
BS, Computer Information Systems/Meteorology, Minor in History
US Bank January 2003 - Present
State Street Bank 1997 - 2003
Shawmut Bank NA 1990 - 1994
Skills
Corporate Trust, Banking, Loans, Commercial Lending, MBS, Alternative Investments, Structured Finance, Due Diligence, Capital Markets, Finance, Investments, Financial Analysis, Securitization, Corporate Finance, Mergers, Relationship Management, Bonds, Mergers & Acquisitions, Portfolio Management, Securities, Credit Analysis, Financial Structuring
Education
Manhattan College 1984 — 1987
MBA, Finance
University of Detroit Mercy 1972 — 1976
Bachelor of Arts (BA), Political Science and Government
State Street Bank Security Solutions ArchitectState Street2004 - Present
Skills
Disaster Recovery, Active Directory, Security, VMware, Windows Server, Servers, Virtualization, Citrix, Data Center, ITIL, VMware ESX, Microsoft Exchange, DNS, System Administration, Windows 7
Education
Madurai Kamaraj University 1987 — 1991
State Street Bank April 2008 - October 2014
BISYS Fund Services December 2004 - April 2006
Pioneer Investments 2002 - 2003
Education
Boston University 2014 — 2015
Certificate Program, Financial Planning and Services
Northeastern University 1999 — 2003
Bachelors, Economics / Environmental Science
La Salle University 1998 — 1999
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Robeco Investment Management March 1997 - Present
Goldman Sachs Asset Management April 1994 - August 1994
State Street Bank October 1989 - August 1994
Skills
Bloomberg, Trading, Hedge Funds, Equities, Fixed Income, Asset Management, Trading Systems, Alternative Investments, Portfolio Management, Derivatives, Financial Markets, Securities
Education
Marquette University 1983 — 1988
BA, Economics
Anglo Irish Bank August 2008 - Present
EquiSearch Services 2007 - 2008
State Street Bank September 1991 - June 2003
State Street Corporation 1991 - 2003
Education
Manhattan College 1969 — 1969
BS, Managerial Science
State Street Investment Analytics July 2007 - Present
State Street Investment Analytics July 2003 - July 2007
State Street Investment Analytics September 1998 - July 2003
State Street Bank July 1997 - September 1998
Citicorp Trustee Company (London) 1995 - July 1997
Royal Bank of Scotland Group 1993 - 1995
Skills
CRM, Business Analysis, Performance Measurement
Education
Lancaster University 1990 — 1993
BA, Politics and International Relations
Capeway C & I August 2009 - Present
Capeway C & I August 2009 - Present
State Street Bank November 2007 - July 2009
State Street November 2007 - February 2008
Allied Consulting Engineering Services June 2007 - October 2007
MEA Engineering Associates June 2003 - June 2007
MEA Engineering 2003 - 2007
Zurich Scudder Investments November 2000 - July 2001
Stream International 1997 - 1999
Skills
Microsoft Office, XP, Visual Basic, NT 4.0, AutoCAD, Electronic Trading, SWIFT, Access, Word, Windows, Excel, Outlook
Education
Massachusetts College of Liberal Arts 1978 — 1980
BS, Business Management
Mohawk Trail 1967 — 1972
City Realty Group June 2015 - Present
Heading Home January 2014 - Present
Vinfen Corporation May 2012 - October 2014
Samaritans via Commonwealth Corp September 2012 - July 2013
Judge Rotenberg Center September 2010 - April 2012
Citizens Energy-Joe For Oil Campaign January 2010 - February 2010
Key Bank May 2008 - November 2008
State Street Bank April 2006 - May 2007
Loanstar Mortgage January 2003 - April 2005
Skills
PowerPoint, Outlook, Finance, Microsoft Excel, Social Services, Loans, Microsoft Word, Real Estate, Case Management, Property Management, Nonprofits, Microsoft Outlook, Typing, Individual Service Plans, Financial Accounting, Residential Mortgages
Education
National Center for Housing Management
Property Management Certifications
Lasell College 2008 — 2010
Master's degree, Business Administration and Management, General
University of Massachusetts Boston 1997 — 2001
Bachelors, Finance
The Lee Institute
Real Estate Salesperson License, Real Estate
ZEROtoSIXTYetc April 2010 - Present
Lightbulb PR November 2013 - September 2015
Orange County Public Schools August 2014 - June 2015
.Com Marketing May 2012 - October 2013
Audubon Park Elementary School August 2008 - December 2012
SEI Investments July 1998 - February 2008
Communications, Ink December 1996 - July 1998
State Street Bank May 1995 - June 1996
State Street Bank October 1991 - January 1994
Skills
Advertising Management, Online Marketing, Brand Management, Business Strategy, Educational Technology, Educational Consulting, Social Media Marketing, Digital Marketing, New Business Development, Internet Strategy, Digital Media, Advertising, Marketing, Integrated Marketing, Marketing Strategy, PPC, Strategy, Online Advertising
Education
Mercer University 1982 — 1986
Communications/English
Loblaw Companies Limited October 2011 - Present
Loblaw Companies Limited June 2011 - October 2011
Loblaw Companies Limited February 2010 - July 2011
Loblaw Companies July 2008 - February 2010
Munich Reinsurance (Canada Life Branch) June 2004 - June 2008
Maritime Life April 2002 - May 2004
Maritime Life July 2000 - April 2002
State Street Bank May 1999 - July 2000
Investors Group April 1996 - May 1999
Skills
Business Process..., Accounting, Business Analysis, Vendor Management, Financial Analysis, Strategy, Finance, Process Improvement, Change Management, Portfolio Management, Investments, Business Process, Analysis, Forecasting, Risk Management, SAP, Management
Education
Certified General Accountants Association of Ontario
CGA
Wilfrid Laurier University 1994 — 1995
Diploma in Accounting, Accounting
McMaster University 1991 — 1994
Bachelor of Arts, Economics
Canadian Institute of Financial Planners
Certified Financial Planner, Financial Planning
Fairytale Journeys by Lynne April 2013 - Present
Columbia Management January 2014 - Present
GL Advisor April 2011 - March 2013
Brown Brothers Harriman 2007 - 2008
State Street Bank December 2000 - December 2007
Skills
Fixed Income, Marketing, Event Management, Mutual Funds, Microsoft Excel, Investments, Portfolio Management, Social Media, Equities, Microsoft Word, Team Building, Customer Service
Education
Kaplan Series 6 & 63 2014 — 2014
Series 6 & Series 63 Licensing
Lesley University 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
University of Massachusetts, Amherst
Rue La La March 2013 - Present
Rue La La May 2011 - March 2013
PatientKeeper May 2009 - May 2011
Harvard Graduate School of Education July 2007 - May 2009
State Street Bank 2003 - 2007
State Street Global Advisors 2000 - 2003
Skills
WMS Implementations, Databases, SQL, SQL PL, Troubleshooting, Order Management, HTML, Windows, XML, Unix, JavaScript, Oracle, Process Improvement, Business Analysis, Warehouse Management
Education
Loyola University New Orleans 1995 — 1997
MBA, Business
Tulane University 1990 — 1994
BA, History
State Street Bank 2012 - Present
State Street 2005 - 2012
Schoolhouse Capital, LLC. 2000 - 2005
SSgA 1998 - 2000
Skills
FINRA, Mutual Funds, AML, Series 7, Securities, Series 24, Equities, Financial Services, Fixed Income, Capital Markets, Derivatives, Series 63, Banking, Legal Compliance, Equity Research, Financial Regulation
Education
New England Law Boston 2005 — 2009
J.D., Law
Lynchburg College 1993 — 1997
B.A., International Relations
Johnson & Johnson July 2009 - Present
Johnson & Johnson May 2007 - July 2009
Johnson & Johnson Pharmaceutical R&D August 2003 - May 2007
State Street Bank January 2002 - August 2003
Education
La Salle University 2003 — 2006
MBA
La Salle University 1997 — 2002
Bachelor's, Finance
Retired December 2014 - Present
The Bank of New York Mellon Trust Company, N. A. August 1997 - Present
State Street Bank October 1996 - August 1997
Skills
Financial Services, Asset Managment, Strategic Planning, Microsoft Office, Customer Service, Wealth Management, Financial Analysis, Securities, Banking, Risk Management, Asset Management, Credit, Mutual Funds, Business Development, Bonds, Capital Markets, Mortgage Lending
Education
Marquette University Law School 1986 — 1989
JD, Law
University of Minnesota-Twin Cities 1967 — 1971
BA, Humanities/Art History
State Street Bank August 2011 - Present
Olmstead Associates January 2010 - August 2011
State Street February 2007 - March 2009
LMR Independent Contractor July 1995 - February 2007
State Street June 1979 - June 1995
Skills
Business Analysis, Leadership, Data Warehousing, Analytics, Asset Management, Enterprise Software, Financial Services, MS Project, Management, Process Improvement, Visio
Education
Massachusetts College of Liberal Arts 1975 — 1979
BS, Accounting with IT Minor
Fidelity Investments January 2010 - Present
Fidelity Investments November 1997 - January 2010
State Street Bank April 1996 - October 1997
The Pension Service Inc September 1987 - March 1996
Buck Consultants June 1985 - July 1987
Education
Manhattanville College 1980 — 1985
BA
Atlanta Capital Management July 1990 - Present
State Street Bank August 1986 - August 1988
Skills
Asset Managment, Portfolio Management, Investments, Asset Management, Investment Management, Investment Strategies, Equities, Mutual Funds, Fixed Income, Asset Allocation, Wealth Management, Finance, Financial Services
Education
Thunderbird School of Global Management 1989 — 1989
MBA, International Business
Loyola University New Orleans 1982 — 1986
BBA, Finance
Naples High School 1979 — 1982
Boston Financial Managment Co. April 2014 - Present
People's United Bank June 2011 - Present
People's United Bank/Danversbank Merger November 2009 - November 2013
State Street Bank 2005 - 2007
Welch & Forbes LLC November 2002 - August 2005
Hale and Dorr LLP April 1996 - October 2002
Skills
Investments, Wealth Management, Securities, Outsourcing, Portfolio Management, Banking, Asset Management, Investment Advisory, Loans, Credit, Retirement Planning, Financial Services
Education
Massachusetts Bay Community College
Liberal Arts and Sciences/Liberal Studies, 2 years
Winthrop High School
Graduated, College Courses
State Street Bank August 2013 - Present
State Street Bank January 2011 - July 2013
State Street Bank May 2008 - December 2010
Deloitte 2006 - 2006
Education
McGill University 2003 — 2007
Bachelor of Commerce (B.Com.), Accounting and Finance
UC Berkeley 2005 — 2005
Exchange Program
UnionBanCal Equities September 2011 - Present
State Street Bank March 2010 - November 2010
Sovereign Bank March 2008 - May 2009
SunTrust Bank 2004 - 2008
BankBoston/Fleet 1998 - 2004
Sanwa Securities March 1995 - March 1998
Chemical Securities March 1994 - March 1995
Chemical Bank March 1992 - March 1994
Chemical Bank March 1991 - March 1992
Chemical Securities April 1989 - March 1991
Skills
Trading, Investments, Enterprise Risk..., Foreign Exchange, Analytics, Credit Risk, Capital Markets, Derivatives, Financial Risk, Financial Modeling, Equities, Financial Analysis, Fixed Income, Banking, Risk Management, Financial Services, Investment Banking, Private Equity
Education
University of Wisconsin-Madison
MS, Computer Science
Marquette University
BS, Electrical Engineering
New Balance February 2010 - April 2013
CUBE 3 Studio September 2009 - September 2009
Anna Sui September 2008 - December 2008
Jill Stuart June 2008 - September 2008
NARY MANIVONG June 2008 - June 2008
State Street Bank December 2005 - January 2008
Jasmine Sola November 2004 - August 2005
Skills
Fashion, Drawing, Sewing, Apparel, Pattern, Sportswear
Education
Parsons School of Design 2008 — 2009
AAS, Fashion Studies
THE UNIVERSITY OF MASSACHUSETTS 2000 — 2004
Bachelor of Arts, Italian Studies; painting; sculpture, and design
L'UNIVERSITA' PER STRANIERI
Massachusetts College of Art and Design
Neuberger Berman May 2010 - Present
State Street Bank March 2009 - May 2010
State Street November 2005 - March 2009
Sidney Frank Importing Inc., Co. January 2005 - May 2005
Skills
Client Services, Bloomberg, Fixed Income
Education
Marist College 2001 — 2005
BA, Business Administration with Finance and Human Resources
State Street Bank January 2014 - Present
State Street Bank January 2011 - Present
State Street 2008 - Present
Archangel Promotion June 2007 - November 2007
CNET Network March 2006 - August 2006
UMASS Lowell Police/Escort Services September 2002 - December 2004
Lightbridge 2000 - 2003
Skills
Leadership, Management, Training, Access, Time Management, Marketing, Accounting, Outlook, Microsoft Excel, Customer Service, Leadership Development, Account Management, PowerPoint, Interviews, Networking, Lean Manufacturing, Auditing, Financial Analysis, Credit, Risk Management, Process Improvement, Mutual Funds
Education
New England College of Business and Finance 2012 — 2013
Master of Science (MS), Business, Ethics, and Compliance, 3.43
University of Massachusetts, Lowell 2002 — 2004
Bachelor of Science (B.S.), Management Informational Systems and Marketing, 3.2
Marian Court College 2000 — 2002
A.S.S., Business Administration and Management, General, 3.4
State Street January 2015 - Present
Citizens Bank December 2014 - Present
State Street Bank August 2013 - March 2014
Sun Life Financial July 2008 - September 2012
Broadridge Financial Solutions November 2007 - March 2008
JPMorgan Chase May 2007 - November 2007
East Coast Equity July 2002 - May 2007
State Street May 1990 - April 2002
State Street Bank 1990 - 2002
Skills
Business Analysis, Management, Accounting, Finance, Sarbanes-Oxley Act, Operations Management, Business Planning, SDLC, Financial Services, Vendor Management, Mutual Funds, Risk Management, Requirements Gathering, Securities, Investments, Business Requirements, Project Management, Business Process..., Fixed Income, Business Process, Analysis, Portfolio Management, Consulting, Equities, Process Improvement, CRM, Asset Management, Leadership, Derivatives, Relationship Management, Financial Analysis, Trading, Customer Service, Information Technology, Program Management, Sourcing, Strategy, Hedge Funds, Visio, Bloomberg, Team Leadership, Strategic Planning, SharePoint, Requirements Analysis, Financial Modeling, Business Intelligence, Change Management, Capital Markets, Business Development, Software Project...
Education
Kennedy Western University 2005 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Archbishop Williams High School 1984 — 1988
College Prep, 1988
CIT October 2010 - April 2013
Governance, Risk & Compliance Consulting, LLC January 2010 - October 2010
Deutsche Bank July 2004 - January 2009
State Street Bank August 1998 - July 2004
Citibank NA September 1994 - August 1998
First Fidelity NA September 1992 - September 1994
Bankers Trust Company September 1989 - September 1992
Deloitte and Touche October 1987 - September 1989
Skills
AML, Risk Management, Banking, Financial Risk, KYC, OFAC, USA PATRIOT Act, Financial Services, Risk Assessment, Operational Risk, Corporate Finance, Regulation W
Education
Manhattan College 1983 — 1987
BS, Accounting
State Street Bank
Skills
Equities
Education
MIT 1995 — 1998
Master of Science (M.S.)
National Bank of Canada 2010 - Present
State Street Bank May 2008 - May 2009
Suffolk University 2004 - 2008
Education
2004 — 2008
Certificate, Finance Treasury
State Street Bank September 1996 - October 2008
Education
LIU Post 1990 — 1994
B.S., Accounting
CRT Capital Group September 2014 - Present
State Street Bank November 2011 - August 2014
AllianceBernstein May 2005 - November 2011
BNY Mellon September 2003 - May 2005
Skills
Alternative Investments, Asset Management, Capital Markets
Education
Marist College
Bachelor of Science (B.S.), Finance, General
King's Pastry July 2011 - March 2015
State Street Bank June 2008 - May 2011
Royal Bank of Canada February 2002 - July 2008
GlaxoSmithKline September 2005 - December 2005
Skills
Business Development, Sales, Marketing, Market Research, Forecasting, Marketing Strategy, Management, Financial Analysis, New Business Development, Business Strategy, Customer Service, Investments, Strategic Planning, Key Account Management, Strategy, Retail
Education
McMaster University 2004 — 2008
Honours Bachelor of Commerce, Marketing
Assumption Catholic Secondary School
CITT
CITT
SS&C Technologies December 2014 - Present
State Street June 2011 - December 2014
State Street Bank November 2008 - June 2011
State Street May 2006 - November 2008
State Street December 2003 - May 2006
State Street January 2001 - December 2003
Merrill Lynch August 1998 - January 2001
Education
Siena College 1994 — 1998
BS, Finance
La Salle University
MBA, Finance
Enterprise Information Services/U.S. Department of Labor September 2006 - Present
State Street Bank/IBM/Pomeroy IT Solutions August 2012 - April 2014
U.S. Department of Labor September 2006 - September 2011
State Street Bank March 2006 - September 2006
Middlesex Savings Bank April 2004 - September 2005
The Harris Corporation/U.S. Department of Labor August 2000 - October 2003
Amergent October 1998 - April 2000
Account Temp/Boston Financial Data Services, Quincy, MA February 1998 - August 1998
Unisys Corporation January 1995 - December 1997
Fleet Services Corporation March 1993 - January 1995
Skills
Microsoft Office, Customer Service, Excel, Word, Customer Relations, Hardware: PC - Laptops...
Education
Massasoit Community College 2008 — 2008
Certificate Program, Paralegal Assistant
Computer Processing Institute 1993 — 1993
Diploma, Computer Networking Operations
Actifio October 2011 - Present
State Street Bank November 2003 - October 2011
Zoom Telephonics April 2000 - November 2001
Zoom Telephonics September 1993 - April 2000
Education
Massachusetts Institute of Technology 1989 — 1993
Bachelor of Science, Humanities
Fresenuis Medical Care October 2014 - Present
State Street Bank January 2013 - August 2014
Fidelity Investments November 2011 - December 2012
Canandaigua National Bank & Trust Company June 2009 - September 2011
EC Scott Group January 2007 - April 2009
Skills
Financial Analysis, Investments, Wealth Management, Banking, Microsoft Office, Bloomberg, Equities, Information Technology, Adobe Professional, SharePoint, Morningstar, General Administrative...
Education
St. John Fisher College 2005 — 2009
Bachelor of Science (B.S.), Business Management and Corporate Finance
Macquarie University 2008 — 2008
Business Management
Citizens Investment Services AVP - Operations ManagerCCO Investment ServicesOctober 2008 - October 2012
Federated Investors, Inc. December 1999 - December 2003
State Street Bank August 1998 - December 1999
Skills
FINRA, Equities, Asset Management, Relationship Management, Financial Risk, Vendor Management, Financial Services, Uniform Combined State..., Call Centers, 401k, Retirement
Education
Massasoit Community College
University of Massachusetts, Amherst
Brown Brothers Harriman 2012 - Present
JPMorgan Chase January 2012 - April 2012
State Street Bank August 2004 - November 2011
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Finance, Financial Reporting, Derivatives, Securities
Education
Manhattan College 1995 — 1997
Master, Finance
Imprivata December 2014 - Present
PAREXEL April 2010 - November 2014
EMC October 2008 - February 2010
State Street Bank September 2006 - October 2008
ISEN, INDIA August 2002 - September 2004
SKY WEB INDIA LTD, INDIA May 2000 - December 2001
Skills
Pharmaceutical Industry, Test Automation, Performance Testing, Testing, Selenium, SoapUI, JMeter, Jenkins, Rational Robot, SilkTest, Quality Center, Agile Methodologies, TestPartner, SOA Testing, Groovy, Rational Test Manager, Web Performance, BDD, Quality Assurance, Test Planning, Integration Testing, Test Management, Requirements Analysis, System Testing, Web Testing, Software Quality...
Education
Kurukshetra University 1995 — 1999
Bachelor of Technology (B.Tech.), Electrical Engineering
State Street Bank May 1987 - Present
Skills
Mutual Funds, Corporate Actions, Fixed Income, Securities, Equities, Hedge Funds, Middle Office, Transfer Agency, Global Custody, Bloomberg, Fund Accounting
Education
Massasoit Community College 1985 — 1987
Associate's degree, Business Administration and Management, General
State Street Bank 2012 - Present
USA Fitness Cohasset June 2011 - December 2011
Scooters Scoops June 2009 - August 2009
Skills
Securities, Middle Office, Corporate Actions, Fixed Income, Euroclear, Fund Administration, Securities Lending, Global Custody, Back Office, Settlement
Education
Cohasset Jr. Sr. High School 2007 — 2011
High School Diploma, General
Loyola University New Orleans
Town of Milford, MA September 2004 - Present
State Street Bank June 1990 - April 1996
Skills
Operations Management, Highly Qualified..., Highly Qualified..., RtI trained, Inclusion Model, SEI Endorsed
Education
Lesley University 2005 — 2007
Master of Education (MEd), Elementary Education and Teaching
University of New Hampshire - Whittemore School of Business and Economics 1986 — 1990
Bachelor of Arts (B.A.), Economics
Lesley University
Mathematics
Olmstead Associates December 2012 - Present
State Street Bank May 2010 - December 2010
State Street Bank January 2003 - May 2010
Skills
Microsoft Excel, Microsoft Word, Horizon, Account Reconciliation, Accounting, Budgets, Invoicing, CRM, Portfolio Management, Marketing, Financial Analysis, Banking, Financial Reporting, Financial Accounting, Accounts Payable, Accounts Receivable, Access, Analysis
Education
University of Massachusetts Dartmouth 1986 — 1991
Bachelor's degree, Accounting
Massasoit Community College 1983 — 1986
Associate's degree, Accounting and Business/Management
State Street Bank 2000 - Present
Skills
Disaster Recovery, Active Directory, Business Analysis, Windows Server, VMware, Servers, Vendor Management
Education
LIU Brooklyn 1988 — 1991
Bachelor's degree, Communication, Journalism, and Related Programs
State Street September 2015 - Present
State Street Bank November 2013 - September 2015
State Street Bank January 2013 - December 2013
State Street Bank September 2009 - December 2012
State Street Bank July 2008 - August 2009
Skills
Bloomberg, Fixed Income, Equities, Mutual Funds, Securities, Derivatives, Hedge Funds, Financial Modeling, Financial Services, Valuation, Investments, Financial Analysis, Fund Accounting, Capital Markets, Asset Management
Education
Lesley University 2003 — 2007
Bachelor of Science in Business Management with a minor in Mathematics