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
State Street Bank 2012 - Present
Education
Mills College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Queen Mary, U. of London 2011 — 2011
International Economics and Business
SSGA 2009 - 2013
SSGA 2006 - 2009
SSGA 2005 - 2006
SSGA 2000 - 2005
Harvard Management Company 1998 - 2000
State Street Bank 1994 - 1998
Skills
Microsoft Excel, Financial Services, Financial Reporting, Risk Management, Financial Analysis, Accounts Receivable, Accounts Payable, Financial Accounting, Client Liaison, Customer Service, Account Reconciliation, Problem Solving, Mutual Funds
Education
Merrimack College 1990 — 1994
Bachelors, Business Management
Grant Thornton LLP August 2013 - May 2015
Deloitte Consulting June 2010 - June 2013
Satyam Computers May 2008 - January 2010
State Street Bank June 2007 - January 2008
Missouri State University August 2006 - May 2007
Sierra Atlantic May 2004 - August 2005
Naukri.com November 2001 - March 2004
Skills
Performance Management, Talent Acquisition, SDLC, Vendor Management, Talent Management, Employee Engagement, Learning & Development..., Adult Learning..., Classroom Delivery, Managing the Learning..., Needs Analysis, ILT, Recruiting, CRM, Business Analysis, Requirements Analysis, Training, Business Process, Program Management, Management, Leadership, Software Documentation, Quality Assurance, Visio, Strategy, Leadership Development, Interviews, Personnel Management, SharePoint, Analysis, Human Resources, Screening, Project Planning, Requirements Gathering, Performance Appraisal, HR Transformation
Education
Missouri State University 2005 — 2007
Master of Business Administration (M.B.A.), 3.85 GPA
St. Anns
Target .Call Center Trainer supervisorConnextionsNovember 2005 - May 2009
State Street Bank February 2003 - June 2004
Deutsche Bank August 2000 - February 2003
Skills
Retail, Merchandising, Store Management, Customer Service, Inventory Management, Visual Merchandising, Inventory Control, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Store Operations, Time Management, Sales, Team Leadership, Customer Satisfaction, Telephone Skills, Outlook, Teamwork, Training, Team Building, Operations Management, Management, Access, Leadership Development, Employee Training
Education
Monroe College-New Rochelle 2011 — 2013
Bachelor of Science (B.S.), Information Technology
ASA College of Excellence 2010 — 2012
Associate's degree, Computer Networking with Security
State Street June 2013 - Present
State Street Bank June 2011 - Present
Skills
Bloomberg, Bloomberg Terminal, Financial Analysis, Equities, Data Analysis, Fixed Income, Microsoft Excel, Investments, Hedge Funds, Asset Managment, Access, Fund Accounting, Derivatives, Mutual Funds, Analysis, Asset Management, Financial Modeling, Risk Management, Valuation, Accounting, Securities, Account Reconciliation
Education
New England College of Business and Finance 2012 — 2013
Master of Science (MS)- in Finance
University of Economics 2007 — 2007
Bachelor of Science
Suffolk University - Sawyer School of Management 2003 — 2007
BSBA
Fidelity Investments July 2014 - Present
Tufts University September 2010 - Present
Right Brain Brands June 2013 - April 2014
Tufts University June 2013 - August 2013
Tufts University Dining Services June 2013 - August 2013
State Street Bank September 2012 - December 2012
Boom Island Brewing Company May 2012 - August 2012
Gap Inc./Old Navy May 2010 - August 2010
Skills
Microsoft Office, Social Media, Event Planning, Research, Chinese, Facebook, Blogging, Marketing, International Relations, Writing
Education
Tufts University 2010 — 2014
Bachelor's Degree, International Relations (concentration in International Economics) and Chinese, Phi Beta Kappa, Summa Cum Laude, Dean's List, Sigma Iota Rho Honor Society
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Bridge Program
Zhejiang University 2012 — 2012
Bachelor of Arts (B.A.), Chinese Studies
Middlebury College 2011 — 2011
Bachelor of Arts (B.A.), Chinese Language and Literature
Edina High School 2006 — 2010
GMO May 2014 - Present
State Street Global Advisors February 2011 - April 2014
State Street Bank February 2010 - February 2011
Royal Bank of Scotland May 2008 - February 2010
Skills
Fixed Income, Trading, Bloomberg, Middle Office, Securities, Trading Systems, Mutual Funds, Bloomberg Terminal, Back Office, Bonds, Equities, Settlement, Financial Services, Finance, Electronic Trading, Derivatives, Investments
Education
Merrimack College 2005 — 2009
BA, Economics
Sumitomo Mitsui Trust Bank (U.S.A) Limited April 2014 - Present
Sumitomo Mitsui Trust Bank November 2012 - April 2014
State Street Bank March 2010 - October 2012
State Street August 2007 - October 2012
Skills
Hedge Funds, Banking, Risk Assessment, KYC, Investor Relations, OFAC, Bank Secrecy Act, Fund Administration, Management, AML, Financial Risk, Investments, Risk Management, Securities, Anti Money Laundering, Finance, Mutual Funds, Financial Services, Relationship Management
Education
Monmouth University 2003 — 2007
Bachelor of Science, Marketing
Monmouth University
Bachelor of Science, Business Administration and Marketing
Kansas City Life Insurance Company May 2013 - Present
KeyBank Real Estate Capital June 2009 - May 2013
State Street Bank June 1999 - June 2009
Education
Missouri State University 1992 — 1999
Bachelor, Accounting
Cerner Corporation June 2014 - Present
Cerner Corporation October 2011 - June 2014
State Street Bank August 2008 - October 2011
Skills
Access, Business Analysis, Customer Service, Project Management, Software Implementation
Education
Missouri State University 2004 — 2008
Finance, Finance, General
State Street Bank January 2014 - Present
Wipro Technologies June 2011 - January 2014
Wipro Technologies November 2009 - December 2011
Wipro Technologies May 2004 - October 2009
Wipro Technologies April 2001 - May 2004
Zensar Technologies 2000 - 2001
ADCC Research & Computing Centre Ltd. January 2000 - June 2000
Viniz Computer Education 1997 - 2000
Aces Software 1999 - 1999
Skills
Solution Architecture, Global Delivery, Key Account Development, Enterprise Architecture, P&L Responsibility, Business Development, Pre-sales, SOA, BPM, Legacy Modernization, J2EE Application..., Cloud Computing, PaaS, CEP, Hadoop, Middleware, JMS, WebSphere Message Broker, WebSphere MQ, Web 2.0, JBPM, Pega PRPC, Oracle 9i, DB2 9.1, Program Management, Practice Development, Practice Management, IT Strategy, Big Data, ESB, IBM BPM, Business Rules, Alliance Formation, Sales, Open Source Software, UML, RUP Methodologies, Software Estimation, SDLC, Software Project..., EAI, Application..., Scalable Web..., ETL, Lean IT, Business Process Design, Business Transformation, IT Outsourcing, Cost reduction, Oracle
Education
Nagpur University 1995 — 1999
BE, Electronics Engineering
MPS
State Street February 2012 - Present
State Street Bank September 2007 - February 2012
Sprint Nextel 1996 - 2006
Skills
Active Directory, Servers, Microsoft Office, SQL Server, Citrix, Windows Server 2003, Windows Server 2008, Windows Server, ITIL, XP, Disaster Recovery, Desktop Support, Citrix Metaframe, Group Policy, Remedy, Troubleshooting, System Administration, HP, Oracle, BMC Remedy, Technical Support, Microsoft SQL Server, Windows XP, SDLC, TCP/IP, Windows, Process Improvement
Education
Centriq Training Center 2007 — 2009
IT
Shawnee Mission North High School 1979 — 1983
National American University
State Street 2013 - Present
State Street Bank 2008 - 2012
State Street Bank 2000 - 2007
State Street Bank 1993 - 1999
State Street Bank 1988 - 1992
Skills
Data Analysis, Business Intelligence, Predictive Analytics, Financial Analysis, Data Warehousing, Risk Management, Strategic Financial..., Leadership, Project Management, Integration, Analysis, CRM, Management, Analytics, Competitive Analysis, Accounting, Finance, Strategy, Financial Services
Education
Stonehill College
Accounting and Business Management, Accounting and Business/Management
New England College of Business and Finance
Accounting, Accounting and Business/Management
Penton August 2013 - Present
HNTB March 2013 - August 2013
Morgan Hunter Healthcare, Inc. March 2012 - March 2013
Cummings St. Thomas 2008 - 2012
Burns & McDonnell 2005 - 2007
State Street Bank 2000 - 2005
Skills
Interviewing, Employee Relations, Sourcing, Database Administration, PeopleSoft, Technical Recruiting, Administration, Performance Management, Compliance, Employee Engagement, Hiring, Payroll, Benefits, Banking, Healthcare, Process Improvement, Accounting, Accountants, Vendor Management, Access, Analysis, Employee Benefits, Compensation, Organizational..., Mentoring, Resume Writing, Account Management, Business Analysis, Insurance, Contract Negotiation, Forecasting, Budgeting, Employment Law, Supervisory Skills, Recruiting, EHR, Cerner, CPOE, Interviews, Epic Systems, Microsoft Excel, Applicant Tracking..., College Recruiting, HL7, Internet Recruiting, Staff Augmentation, Human Resources, Talent Management, Staffing Services, Temporary Placement
Education
Missouri State University 1993 — 1998
BS, Business / Qualitative Analysis
Cerner Corporation July 2015 - Present
Cerner Corporation February 2013 - July 2015
State Street Bank June 2012 - February 2013
State Street Bank October 2010 - June 2012
Farmers Insurance November 2007 - October 2010
Asurion Insurance December 2005 - November 2007
Skills
Mutual Funds, Financial Analysis, Investment Banking, Accounting, Accounts Payable, Accounts Receivable, Quarterly Reporting, Customer Service, Clerical Skills, PeopleSoft, Access, Account Reconciliation, Analysis, Employee Benefits, Finance, Human Resources, Insurance, Microsoft Excel, Outlook, Process Improvement, Training
Education
MidAmerica Nazarene University
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Covidien June 2012 - Present
Dana-Farber Cancer Institute 2011 - 2012
Lahey Hospital & Medical Center April 2008 - September 2011
State Street Bank March 2007 - March 2008
Boston Children's Hospital June 2005 - February 2007
John Hancock Financial Services March 2000 - January 2005
Skills
PeopleSoft, Process Improvement, Software Documentation, Visio, HRIS, Cognos, SharePoint, Six Sigma, ERP, SAP, Testing, Cross-functional Team..., Project Management, Access, Crystal Reports, Business Analysis, Troubleshooting, JD Edwards, SDLC, Data Analysis, HRMS(Payroll/Benefits/Em..., ORACLE NT/UNIX, DB2, PeopleTools, PeopleCode, Purchasing, General..., Data Management Tools, PeopleSoft Security, SQL/SQR for PS, Introduction and..., DB2 for Application..., Management, SQR, Analysis
Education
Newbury College 1986 — 1987
Computer Science
State Street Bank February 2012 - Present
Beacon Residential Management 2009 - December 2011
Beacon Communities 1998 - 2009
The Gatehouse Group 1994 - 1998
Congress Realty Group Of Comapaines 1991 - 1994
Robert Ercolini & Co CPA's 1986 - 1991
Skills
Finance, Auditing, Real Estate, Tax, Asset Management, Due Diligence, Investments, Financial Analysis, Valuation, Equities, Mergers & Acquisitions, Mutual Funds, Corporate Law, Alternative Investments, Corporate Finance
Education
Merrimack College 1983 — 1987
BS - Accounting
The Arc of Hunterdon County June 2012 - Present
The Arc of Hunterdon County July 2011 - Present
Manyase Inc June 2007 - Present
State Street Bank 2006 - 2011
BNY Mellon (Former PFPC) August 2004 - November 2006
Skills
Mutual Funds, Bloomberg, Securities, Fixed Income, Equities, Fund Accounting, Middle Office, Fund Administration, Investments, Assets Reconciliations, Transfer Agency..., Pricing of Securities..., Corporate Actions..., Regulatory Compliance, Investment Securities..., A/R and A/P, Personal Income Tax..., Payroll Services, Bookkeeping, Management, Finance, Derivatives
Education
Monroe College 2002 — 2004
Bachelor of Science (B.S.), Accounting
City University of New York- Hostos Community College 1999 — 2001
Associate of Arts and Sciences (AAS), Business Administration and Management, General
H & R Block
Certificate of Income Tax Preparation & Filling
Internal Revenue Services (IRS)
Special Enrollment Exam (SEE)- Candidate
Meridian Health January 2014 - Present
Deborah Heart and Lung Center/ Deborah Hospital May 2012 - January 2014
Meridian Health June 2010 - April 2012
Meridian Health February 2009 - June 2010
State Street Bank June 2008 - January 2009
Holborn Corporation June 2007 - January 2008
Merrill Lynch September 2007 - December 2007
Skills
Financial Analysis, Financial Modeling, Accounting, Access, Account Reconciliation, Microsoft Excel, Financial Reporting, Forecasting, Microsoft Word, PowerPoint, Accounts Receivable, Variance Analysis, General Ledger, Budgets
Education
Monmouth University 2013 — 2016
Masters in Business Administration, Accounting, 3.9 Cumulative GPA
The College of New Jersey 2004 — 2008
Business Administration, Major in Finance, Minor in Economics, 3.6 Cumulative GPA
Colts Neck High School
Cantor Fitzgerald September 2015 - Present
Janney Montgomery Scott LLC March 2015 - Present
Janney Montgomery Scott LLC May 2014 - March 2015
Janney Montgomery Scott February 2013 - May 2014
ThinkEquity LLC July 2012 - October 2012
Babson College May 2011 - May 2012
Twin Focus Capital Partners LLC January 2012 - April 2012
Cubist Pharmaceuticals June 2011 - February 2012
State Street August 2009 - August 2010
State Street Bank October 2007 - August 2009
Skills
Investments, Equities, Financial Modeling, Financial Analysis, Valuation, Entrepreneurship, Business Strategy, Market Research, Analysis, Strategy, Competitive Analysis, Financial Services, Private Equity, Equity Research
Education
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS 2010 — 2012
Master, MBA
New York University 1999 — 2002
Bachelor of Arts, Philosophy
Burning Glass Technologies June 2014 - Present
The MENTOR Network December 2012 - June 2014
State Street Bank February 2011 - December 2012
Education
Merrimack College 2006 — 2010
Bachelor's, Accounting
The Massachusetts Eye and Ear Infirmary August 2015 - Present
Blink Fitness June 2014 - September 2015
The New York Otolaryngology Group November 2014 - August 2015
Neighborhood Diabetes January 2013 - February 2014
Neighborhood Diabetes January 2012 - December 2012
Neighborhood Diabetes October 2009 - December 2011
Neighborhood Diabetes February 2009 - October 2009
Revolution Fitness April 2008 - February 2009
State Street Bank March 2007 - February 2008
Johnnie's Foodmaster June 2002 - January 2007
Skills
Training, Sales Operations, Sales, Healthcare, Selling, Salesforce.com, Customer Service, Team Building, Coaching, Medical Devices, Diabetes, Program Management, Microsoft Office, Microsoft Word, Outlook
Education
Merrimack College 2002 — 2006
BSBA, Business Management, Organizational Studies
National Personal Training Institute 2007 — 2008
Diploma in Personal Training and Nutrition Consultation, Personal Training
Jack Morton Worldwide June 2013 - Present
Miami Ad School, San Francisco October 2012 - December 2012
Arnold Worldwide April 2011 - September 2012
Strategis July 2010 - March 2011
Town of Kittery January 2010 - May 2010
Big Hit Media September 2009 - December 2009
Adina For Life June 2009 - September 2009
Lincoln Street Capital LLC May 2009 - August 2009
State Street Bank June 2008 - August 2008
Skills
Market Research, Account Management, Event Planning, PowerPoint, Microsoft Excel, iWork, Social Media, Social Media Marketing, Advertising, Marketing Strategy, Marketing, Facebook, Marketing Communications, Digital Marketing, Online Advertising, Creative Direction, Strategy, Leadership
Education
University of New Hampshire 2006 — 2010
Business Administration, Marketing & Entrepreneurial Venture Creation
National University of Ireland, Galway 2009 — 2009
Abroad, International Business
State Street February 2015 - Present
State Street April 2012 - Present
State Street Global Advisors May 2008 - April 2012
Brown Brothers Harriman June 2006 - May 2008
State Street Bank January 2000 - June 2006
Skills
Equities, Asset Management, Middle Office, Back Office, Fixed Income, Derivatives, Bloomberg, Fund Accounting, Securities, Valuation, Emerging Markets, Global Custody, Hedge Funds, Mutual Funds
Education
New England College of Business and Finance 1998 — 1999
Certificate-Pre-employment Program for Financial Services, Finance
EMSI 1996 — 1998
Bachelor, Computer Programming and Management
University Ben M'sik Sidi Othman, Morocco 1993 — 1996
A.S, Mathematics-Physics
McCusker Gill Inc. June 2015 - Present
State Street March 2015 - June 2015
State Street Bank July 2013 - February 2015
State Street July 2012 - July 2013
Atlantic Management June 2011 - September 2011
McCusker-Gill Inc. June 2010 - September 2010
Elite 180 Lacrosse Camp July 2010 - August 2010
Competitive Edge Physical Therapy March 2008 - June 2008
Skills
Investments, Market Analysis, Asset Management, Microsoft Excel, Capital Markets, Economics, Corporate Finance, PowerPoint, Real Estate Development, Analysis, Leadership, Financial Modeling, Relationship Management, Foreign Exchange
Education
Middlebury College 2008 — 2012
Bachelor's degree, English and American Literarure, Psychology
Danish Institute for Study Abroad 2010 — 2010
Psychology
Noble and Greenough School 2006 — 2008
Wells Fargo May 2014 - Present
Sumitomo Mitsui Banking Corporation July 2013 - April 2014
Mizuho Bank June 2005 - July 2013
UBS October 2003 - May 2005
American International Group April 2002 - September 2003
State Street Bank March 1996 - August 1998
Framingham State University April 1992 - March 1996
Army National Guard January 1989 - June 1992
US Army July 1986 - December 1988
Skills
AML, Due Diligence, KYC, Securities Regulation, Compliance, Financial Regulation, Investment Banking, Securities, Hedge Funds, Financial Risk, Capital Markets, Corporate Governance, FINRA, Equities, Fixed Income, OFAC, Financial Services, USA PATRIOT Act, Mutual Funds, Operational Risk, Derivatives, Bank Secrecy Act, Operational Risk..., Risk Assessment, Risk Management, Anti Money Laundering, Enterprise Risk..., Banking, Sanction, Fraud, Dodd-Frank, Structured Finance, Banking Law, Alternative Investments, Series 7
Education
New York Law School 2010 — 2012
LL.M., Financial Services Law
New York Law School 1998 — 2001
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Framingham State University 1991 — 1994
Master of Business Administration, Operations Management
Framingham State University 1989 — 1991
Bachelor of Arts, Economics
Paul VI High School 1982 — 1986
Northern Trust March 2004 - Present
State Street Bank July 2001 - August 2003
Deutsche Bank/Bankers Trust January 1998 - June 2000
Boatmens Trust Company March 1996 - January 1998
Skills
Collateral Management, Estate Planning, Trust Services, Wealth Management, Investment Management, Trust Management, Trusts, Banking, Private Banking, Fiduciary, High Net Worth..., Asset Allocation, Securities, Wealth Management..., Financial Services, Portfolio Management, Equities, Financial Advisory, Estate Tax Planning, Strategic Financial..., Capital Markets, Investment Strategies, Financial Analysis, Fixed Income, Asset Management, Investment Advisory, Alternative Investments, Financial Markets, Cash Management, Financial Planning
Education
Missouri State University
Bachelor of Science
University of Missouri-Saint Louis
Masters
Blue Cross Blue Shield of Massachusetts February 2014 - Present
Blue Cross Blue Shield of Massachusetts February 2011 - February 2014
Information Technology Division, Commonwealth of Massachusetts February 2009 - October 2010
Federal Home Loan Bank of Boston July 2008 - December 2008
IBM Global Services August 2004 - May 2007
State Street Bank April 2001 - July 2004
Biotek Inc. July 1990 - March 2001
Merrimack College June 1987 - May 1990
Education
Merrimack College 1986 — 1990
BS/minor
State Street Bank September 2005 - Present
Mortgage Central January 2005 - July 2005
Skills
Trading, Loans, Banking, Credit, Credit Analysis, Financial Services, Portfolio Management
Education
Central Missouri State University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Metropolitan Community College-Blue River
General Studies
Federal Reserve Bank of Kansas City December 2014 - Present
State Street Bank July 2013 - December 2014
State Street May 2010 - July 2013
State Street November 2007 - May 2010
State Street Bank September 2006 - November 2007
State Street September 2005 - September 2006
Skills
Mutual Funds, Bloomberg, Securities, Banking, Investments, Loans, Credit, Portfolio Management, Risk Management, Management, Accounting, Financial Analysis, Fixed Income, Financial Services, Equities, Finance
Education
Webster University 2009 — 2012
Master of Business Administration (MBA)
Missouri State University 1998 — 2003
Bachelor of Science, Finance
Eagle Investment Systems January 2013 - Present
Olmstead Associates 2011 - 2012
FundQuest Inc 2004 - 2010
State Street Bank 1997 - 2003
Brown Brothers Harriman 2000 - 2001
Education
Mount Ida College
NHS
Kelly Services 2008 - 2009
State Street Bank 1997 - 1998
Education
Milton High School 1984 — 1988
HS Diploma
Mount Ida College
OTA/Early Childhood Ed
Highland Financial Group December 2014 - Present
Santander Bank, N.A. November 2013 - November 2014
Highland Financial Group June 2011 - November 2013
Wellington Management July 2010 - February 2011
BNY Mellon September 2006 - July 2010
BNY Mellon October 2003 - September 2006
Primerica Financial Services September 1999 - September 2003
BNY Mellon December 1996 - September 1999
Fidelity Investments 1994 - 1996
State Street Bank 1991 - 1994
Education
Merrimack College 2006 — 2008
CFP, certificate of advanced study in financial planning
Merrimack College 1987 — 1991
B.S, Accounting
New York Presbyterian Hospital January 2010 - Present
NYU Medical Center November 2007 - September 2009
Morgan Stanley October 2006 - July 2007
The New York Times March 2006 - September 2006
The Bank of New York October 2005 - March 2006
State Street Bank September 2002 - November 2004
J&W Seligman November 1997 - September 2002
Citibank January 1992 - September 1997
Skills
Disaster Recovery, WAN, Networking, Data Center, Network Administration, Servers, Team Building, Network Security, Security, Vendor Management, Cisco Technologies, Network Architecture, TCP/IP, Integration
Education
New York University
Centre Lane Partners, LLC March 2015 - Present
Citi July 2013 - March 2015
Direct Edge May 2012 - June 2013
State Street Bank June 2010 - May 2012
Merrill Lynch August 2009 - May 2010
Skills
Finance, Bloomberg, General Ledger, Portfolio Management, Investments, Alternative Investments, Financial Statements, Asset Allocation, Accounting, Market Research, MS Excel Pivot Tables, Microsoft Excel, Conditional and Nested..., Excel Charts, SQL, Financial Reporting, Financial Analysis, Microsoft Office, PowerPoint, Private Equity, Analysis, Financial Accounting
Education
Montclair State University 2007 — 2010
Bachelor of Business Administration (BBA), Accounting
Bernstein Private Wealth Management May 2015 - Present
U.S. Trust July 2013 - May 2015
State Street Global Advisors June 2012 - August 2012
State Street Bank June 2010 - August 2011
Ed Martin Plumbing May 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Hoovers, CRM, Morningstar, Teamwork, Bloomberg, Fixed Income, Portfolio Management
Education
Merrimack College 2009 — 2013
Bachelor of Science in Business Administration, Finance, General, Senior
Richmond, The American International University in Rome 2011 — 2011
Semester Abroad, Finance, General, N/A
State Street Global Advisors August 2014 - Present
State Street Bank November 2010 - August 2014
State Street September 2006 - November 2010
State Street Bank October 2002 - June 2003
Skills
Leadership, Financial Analysis, Securities, Financial Services, Management, Fixed Income, Equities, Derivatives, Asset Management, Fund Accounting, Hedge Funds, Corporate Actions, Investments, Risk Management
Education
Newbury College 1990 — 1994
Liberty Mutual Insurance March 2014 - Present
iProducts Services Group September 2011 - March 2014
State Street Bank 2011 - 2013
US Army Natick Soldier Research, Development, and Engineering Center May 2007 - August 2011
Skills
Bloomberg, Microsoft Excel, Asset Management, Equities, Trading Systems, Equity Trading, Trading, PowerPoint, Risk Management, Financial Analysis, Mutual Funds, Leadership, Management, Customer Service, Business Development, Analysis, Microsoft Office, Sales, Public Speaking, Time Management, Social Media, Microsoft Word
Education
Merrimack College 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Project Management
US Trust May 2002 - Present
State Street Bank March 1999 - May 2002
Merrill Lynch August 1994 - March 1999
Skills
Wealth Management, Private Banking, Asset Allocation, Investments, Alternative Investments, Fixed Income, Wealth Management..., Portfolio Management, High Net Worth..., Asset Management, Financial Planners, Strategic Financial..., Estate Planning, Management
Education
New York University School of Law 1996 — 1999
LLM, Taxation
Seton Hall University School of Law 1991 — 1994
JD, Law
Rutgers University-New Brunswick 1987 — 1991
BS, Business / Marketing
Princeton University September 2015 - Present
Princeton University March 2013 - August 2015
Princeton University October 2010 - March 2013
Innovative Benefit Planning, LLC 2009 - 2009
State Street Bank July 2000 - December 2008
Great West Life/Phoenix Home Life 1994 - 2000
Great West Life/Phoenix Home Life 1992 - 1994
Education
Rider University
Middlesex County College
Pace University
General Dynamics December 2011 - Present
State Street Bank June 1988 - January 2012
Skills
Remedy, Incident Management, BMC Remedy, Crystal Reports, Unix, ITIL, SQL, SQL Server, CMDB, Application Development, Service Desk, Windows, IT Service Management, Oracle SQL, Disaster Recovery, Active Directory, Perl, Business Analysis, Vendor Management, Solaris, SDLC, AIX, VMware, Windows Server, Integration, IT Management, Enterprise Architecture, Troubleshooting, Visio, Requirements Analysis, Data Center, IT Strategy, SharePoint, System Deployment, Security, Solution Architecture, IT Operations, Operating Systems, Virtualization
Education
New England College of Business and Finance
Web Development - Clark University
CVR Energy, Inc. July 2011 - Present
State Street Bank December 2005 - December 2010
Fujicolor Processing Inc. May 1993 - September 2005
Skills
Software Documentation, Training, Leadership, Operations Management, Human Resources, Budgets, Manufacturing, Banking, Interviews, Security, Internal Audit, Petroleum, Spreadsheets, Microsoft Excel, Microsoft Office, Process Improvement
Education
Missouri State University 1972 — 1975
Sociology, Library Science, Economics
Park University
Accounting, Computer Science
State Street Bank November 2000 - March 2009
Zurich Scudder 2000 - 2002
Opera Company of Boston January 1973 - May 1979
Opera Company of Boston 1973 - 1978
Skills
Securities, Microsoft Excel, Salesforce.com, Financial Reporting, Mutual Funds, Financial Services, Investments, Risk Management, Trading, Asset Management, Outlook
Education
Merrimack College 1968 — 1972
BA, English
American Institute of Musical Studies
Northern Essex Community College
RJS Software Systems October 2011 - Present
Intellichief LLC August 2004 - October 2011
Quadrant Software 2004 - 2004
PFPC 2001 - 2004
State Street Bank 1998 - 2000
Skills
Document Management, Professional Services, Customer Service, SQL, Software Implementation, Requirements Analysis, Document Imaging, Integration, Microsoft SQL Server, Artsyl docAlpha..., Accounts Payable &..., Requirements Gathering, IBM iSeries, Enterprise Software, Databases, Cloud Computing, .NET, Programming, System Administration, Windows, Business Analysis, VB.NET, XML, HTML, ERP, Agile Methodologies, Business Intelligence, IBM/Datacap Taskmaster, Forms Design, Business Process, SharePoint, IBM Datacap Taskmaster, InfoPath Forms, Analysis, Customer Relations, CL Programming, MFC, VBScript, InfoPath, Project Management, MySQL, CSS, Visual Basic, PHP, Atlassian JIRA, Confluence, SaaS, Software Development
Education
New England Institute of Technology 1993 — 1996
BS, Computer Science
Classical High School 1981 — 1985
State Street October 2014 - Present
State Street Bank April 2013 - October 2014
Panera Bread January 2010 - April 2013
Quiznos Sub January 2009 - August 2009
Skills
Financial Analysis, Budgets, Management, Accounting, Team Building, Leadership, Time Management, Strategic Planning, Event Planning, Customer Service, Public Speaking, Social Media, Catering, Food, Microsoft Office, Microsoft Excel, PowerPoint, Fundraising, Hospitality
Education
University of Missouri-Kansas City 2010 — 2012
MBA, Supply Chain Management and Finance
Missouri State University 2004 — 2008
BS, Political Science and Economics
Eagle Investment Systems March 2014 - Present
State Street Bank September 2009 - February 2014
Atlantic Legal Support Services August 2009 - September 2013
Hallmark Healthcare September 2003 - September 2009
Atlantic Semiconductor May 2008 - September 2008
Skills
Problem Solving, Trend Analysis, Strategic Planning, Conflict Resolution, Leadership, Financial Analysis, Accounting, Time Management, Mutual Funds, Event Planning, Cold Calling, Sales, Salesforce.com, Market Research, Marketing Strategy, Strategy, Policy, Team Building, Sales Operations, Pricing, Coaching, Management, Marketing, Recruiting, Microsoft Office, Forecasting, Account Management, Training, Social Media Marketing, Team Leadership, Customer Service, Customer Satisfaction, Microsoft Excel, PowerPoint, Analysis, Public Speaking, Teamwork
Education
Merrimack College 2005 — 2009
Bachelor of Business Administration (BBA), International Business
John Cabot University 2007 — 2007
JNA Financial & Advisory Services, LLC September 2014 - Present
University of Port-au October 2011 - September 2012
State Street Bank May 2008 - June 2011
State Street Bank May 2008 - June 2011
Securitas Security Services November 2001 - April 2006
Developpement International Dejardins (DID) October 1998 - December 2000
Socolavim October 1998 - December 2000
Journal le Monitor (Haiti, Port-au-Prince) June 1996 - October 1998
Education
University of Maryland University College 2010 — 2012
Master's degree, Accounting & Financial Management
Montclair State University 2005 — 2008
BS, Finance, ACCOUNTING
Montclair State University
B.S, Business Administration; Accounting and Finance
Université de Port-au
Licencié, en Administration option; Sciences Comptables
University de Port-au-Prince 1992 — 1996
BS, Accounting
Commonwealth of Massachusetts May 2015 - Present
Frost Ice Loft December 2014 - Present
Stadium Sports Bar & Grill August 2014 - December 2014
Stadium Sports Bar & Grill July 2014 - August 2014
Stadium Sports Bar & Grill March 2013 - July 2014
Toyota July 2013 - December 2013
Primerica November 2012 - December 2013
Stadium Sports Bar & Grill October 2012 - March 2013
State Street Bank February 2012 - September 2012
State Street Bank January 2008 - February 2012
Skills
Strategic Planning, Team Leadership, Team Building, Mediation, People-oriented, Highly Dedicated, Learning Quickly, Microsoft Excel, Exceeding Expectations, Management, Sales, Investments, Leadership, Training, Security, Loans, Insurance, Banking, Employee Training, Coaching, Marketing, Goal Oriented, Self-driven, Microsoft Word, Customer Service, Event Planning, Microsoft Office, Social Networking, Social Media Marketing, Event Management, Social Media, Public Speaking, Outlook, Retail, PowerPoint, Customer Satisfaction, Financial Analysis, Budgets
Education
University of Massachusetts Boston 2005 — 2007
Bachelor of Arts (B.A.), Sociology
Middlesex Community College 2002 — 2005
Associate's degree, Criminal Justice and Corrections
Century 21 May 2014 - Present
5Linx Enterprise, Inc December 2011 - January 2014
State Street Financial Center July 2008 - October 2011
State Street Bank 2008 - 2011
John Snow April 2008 - July 2008
Skills
Financial Services, Investments, Banking, Securities, Finance, Insurance, Relationship Management, Equities, Mutual Funds, Wealth Management
Education
New England College of Business 2014 — 2015
Business Administration and Management, General
Bugbee Consulting, LLC March 2007 - Present
Bugbee Consulting, LLC March 2007 - November 2011
Infinitive April 2006 - March 2007
Deloitte & Touche LLP August 2003 - March 2006
Investor's Bank and Trust October 1999 - June 2003
State Street Bank January 1998 - October 1999
Skills
Management Consulting, PMO, Program Management, Business Process..., Process Improvement, Change Management, Government Contracting, PMP, Project Management..., IT Management, Forensic Accounting, CRM, Strategic Planning, Cross-functional Team..., Risk Management, Business Process, Leadership, Project Management, Business Analysis, Accounting, Business Strategy, Government, Management, Enterprise Architecture, Resource Management, Professional Services, Requirements Analysis, Strategy, IT Strategy, Business Transformation, Project Portfolio..., Analysis, Governance, Data Analysis, Consulting, Business Process..., Policy, Integration, Business Intelligence, Organizational Design, Process Engineering, Executive Management, Business Process Design, Vendor Management, SDLC, ERP
Education
Merrimack College 1993 — 1997
BA, Business Management
Silver Lake 1989 — 1993
Principal Financial Group November 2012 - Present
First Dental Health January 2010 - Present
Audacity May 2008 - November 2009
Audacity May 2008 - March 2009
State Street Bank 2007 - 2008
Skills
Marketing Communications, Marketing Strategy, Corporate Branding, Advertising, Social Media, Public Relations, Business Development, Web Marketing, Market Research, Email Marketing, Online Advertising, SEO, Google Adwords, Account Management, E-commerce, CRM, Strategy, Press Releases, Marketing Research, Online Marketing
Education
National University 2009 — 2011
MBA, Marketing
University of Massachusetts Dartmouth 2003 — 2007
Bachelors, Marketing
Expedia, Inc. June 2015 - Present
Marchex September 2012 - May 2015
Intermec by Honeywell June 2011 - September 2011
State Street Bank July 2008 - August 2010
State Street Bank March 2007 - June 2008
Enterprise Rent-A-Car August 2004 - March 2007
Skills
Product Management, Data Analysis, Financial Analysis, Microsoft Excel, SQL, Google Analytics, Strategy, Business Strategy, Strategic Planning, Program Management, Project Planning, Management, Analytics
Education
University of Washington, Michael G. Foster School of Business 2010 — 2012
Master of Business Administration, Marketing & Finance
Michigan State University 2000 — 2004
Bachelor of Science, Economics
Nike April 2014 - March 2015
Nike September 2011 - April 2014
Microsoft Corporation February 2011 - August 2011
Dell September 2006 - January 2011
Nationwide Insurance March 2003 - June 2006
Union Pacific Railroad August 2000 - July 2002
State Street Bank May 2000 - July 2000
Miami University January 2000 - May 2000
Skills
Supply Chain Management, Cross-functional Team..., Process Improvement, Vendor Management, Six Sigma, Operations Management, Program Management, SAP, Procurement, Team Management, Project Management, Change Management, Business Intelligence, Business Process..., Leadership, Supply Management, Allocations, Merchandise Planning, E-commerce, Retail
Education
Miami University 1999 — 2000
Master
University of Cincinnati College of Business
BBA
Citco Corporate and Trust September 2015 - Present
Citco Corporate and Trust March 2015 - August 2015
State Street Bank April 2014 - March 2015
State Street November 2013 - April 2014
State Street June 2008 - November 2013
State Street June 2007 - May 2008
CIBC February 2007 - June 2007
Herbal Magic April 2005 - March 2007
Luxottica Retail September 2003 - April 2005
Skills
Equities, Derivatives, Mutual Funds, Securities, Microsoft Excel, Investments, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Access, Project Management, Sales, Banking, Process Improvement, Reuters 3000, Bloomberg, Team Leadership, Team Building, Cross-functional Team..., Dependable Team Player, Project Planning, Project Coordination, Community Outreach, Communication Skills, Sales Presentations, Training Facilitation, FX Options, Valuation, Conflict Resolution, Philanthropy, social engagement, Client Relations Skills, Client Service Oriented, Trading, Hedge Funds, Finance, Corporate Actions, Swaps, CRM, Financial Services, Financial Analysis, Fixed Income, Management, Risk Management, Analysis, Time Management, Communication
Education
University of Toronto 2013 — 2013
Project Management, Foundations of Project Management
Mohawk College
Business Administration
AmerisourceBergen October 2003 - Present
AmerisourceBergen October 1998 - October 2003
State Street Bank November 1995 - October 1998
Skills
Healthcare Information..., Public Speaking, Hardware, Software Documentation, Troubleshooting, Technical Support, Process Improvement, Training, Budgets, Customer Service, Access, Accounting, Microsoft Office, System Administration, Management, Servers, Software Installation, Network Administration, Computer Hardware, Testing
Education
Missouri Western State University 1989 — 1992
Bachelor of Science in Business Administration, Business Administration and Management, General
North Central Missouri College 1987 — 1989
NWP January 2013 - February 2013
Family Home Health Services April 2011 - January 2012
Comcast Spotlight March 2010 - November 2010
State Street Bank November 2006 - October 2009
Staybridge Suites November 2005 - September 2006
Skills
Access, Accounting, Accounts Receivable, General Ledger, Auditing, Payroll, Microsoft Excel, Spreadsheets, Banking, Bloomberg, Microsoft Word, PowerPoint, Portfolio Management, Financial Reporting, Account Reconciliation, GAAP, Financial Analysis, Financial Statements
Education
Michigan State University 2001 — 2005
Bachelor of Arts, Accounting
The Hanover Insurance Group October 2014 - Present
The Hanover Insurance Group August 2013 - October 2014
State Street Bank March 2011 - August 2013
State Street Bank December 2007 - March 2011
J.P. Morgan September 2007 - December 2007
State Street Bank July 2006 - September 2007
State Street Bank June 2004 - July 2006
Skills
Global Custody, Mutual Funds, Bloomberg, Fixed Income, Equities, Operations Management, Microsoft Office, Outlook, Managing Deadlines, Highly detail oriented, Client Relations Skills, Client Service Oriented, Employee Training, Business Transformation, Team Leadership, Derivatives, Work in A Fast Paced..., Account Reconciliation, Organizational..., Team-oriented, Research, Change Management, Treasury, Project Management, Cash Flow, Forecasting, Treasury Management, Counterparty Risk, System Implementations
Education
New England College of Business and Finance 2009 — 2010
Master of Science (M.S.), Finance
Merrimack College 2000 — 2004
Bachelor of Science (B.S.), Business Administration, Finance and Romance Languages
InvestTech Systems Consulting September 2015 - Present
BNY Mellon December 2014 - September 2015
CERES Group July 2014 - December 2014
Wipro Technologies June 2011 - 2014
Brown Brothers Harriman August 2006 - May 2011
Bisys Hedge Fund Services 2003 - 2006
BISYS Fund Services 2004 - 2005
State Street September 2003 - June 2004
State Street Bank August 2001 - September 2002
Skills
Fund Accounting, Mutual Funds, Fixed Income, Equities, Bloomberg, Asset Managment, Derivatives, Securities, Corporate Actions, Hedge Funds, Business Analysis, Financial Services, Visio, Management Consulting, Middle Office, Vendor Management, Trading, Valuation, Finance, Analysis, Alternative Investments, Systems Analysis, Data Warehousing, Business Process..., Functional..., PMP, Bloomberg Terminal, Wealth Management, SQL, Business Requirements, User Acceptance Testing, SDLC, Requirements Gathering, Back Office, Requirements Analysis, Risk Management, Software Project..., Portfolio Management, Business Process, Trading Systems, Relationship Management, IT Strategy, Banking, Quality Center, Consulting, System Testing, DB2, Software Documentation, Information Technology, Asset Management
Education
Boston College High
New England College of Business and Finance
Accounting and Finance
Northeastern University
Redwood Companies May 2014 - Present
Crestwood Midstream Partners LP September 2013 - April 2014
Inergy Services/Crestwood Midstream Partners LP June 2012 - September 2013
BWH Capital January 2012 - July 2012
Ferrell North America September 2005 - December 2011
Thomas McGee, L.C. June 2004 - September 2005
State Street Bank July 2003 - May 2004
Skills
Commodity Markets, Hedging, Risk Management, Trading, Energy, Commodity, Petroleum, Management, Contract Negotiation, Natural Gas, Financial Analysis, Portfolio Management, Forecasting, Financial Risk, Energy Markets, Energy Industry, Financial Modeling
Education
Missouri State University 1998 — 2003
Finance, minor Computer Information Systems
Telerik December 2013 - Present
Telerik October 2013 - November 2013
Telerik November 2012 - September 2013
State Street Bank September 2010 - November 2012
Skills
Accounting, Mutual Funds, Marketing, Financial Services, Portfolio Management, Microsoft Excel, Teamwork, Insurance, Financial Analysis, Training, Variance Analysis, Access, Leadership, Outlook, Strategic Financial..., Investments, Research, Customer Service, Microsoft Word, Business Analysis, Account Reconciliation, Management, Payments, Microsoft Office, Sales, Data Analysis, Analysis, Process Improvement, Financial Planning
Education
Merrimack College 2006 — 2010
Bachelors, Major Business Management; Systems
Boston College High School
General Dynamics - Electric Boat July 2013 - Present
Maritime Program Group January 2013 - June 2013
Niantic Bay Yacht Club 2005 - August 2012
State Street Bank October 2011 - January 2012
Niantic Bay Yacht Club May 2010 - September 2011
Skills
Strategy, Time Management, Earned Value Management, MS Excel Pivot Tables, Data Analysis, Variance Analysis, Microsoft Excel, Financial Analysis, Budget Forecasts, Government Proposals, Government Contracting, Entrepreneurship, Leadership, Management
Education
Merrimack College 2008 — 2012
Bachelor of Science, Business Administration; Management
Xavier High School 2005 — 2008
Verizon Telematics, Inc. June 2013 - Present
State Street Bank July 2007 - October 2012
State Street December 2006 - July 2007
Skills
Disaster Recovery, Servers, Unix, Technical Support, Troubleshooting, Windows Server, BMC Remedy, VMware, Solaris, Active Directory, Incident Management, Networking, IT Operations, Linux, AIX, Data Center, Software Installation, Windows 7, Netcool, Microsoft Office, Remote Desktop, Help Desk Support, Service Desk, Production Support, Remedy, Operating Systems, Information Technology, IT Management, Red Hat Linux, Computer Hardware, Microsoft Exchange, Windows Server 2003, Veritas Cluster Server, Remotely Anywhere, Network Operations, Printers, Social Networking, ITIL v3 Foundations..., Marketing Communications, Project Coordination, Desktop Computers
Education
Salem State University 2011 — 2013
Bachelor's degree, Communication and Media Studies
Cambridge College/ Year Up 2006 — 2007
Certifcate, Information Technology
Hesser College 2000 — 2002
Associate's degree, Communication and Media Studies
Keches Law Group, PC November 2013 - Present
Keches Law Group, PC January 2012 - November 2013
Foxboro Country Club August 2010 - September 2011
State Street Bank December 2008 - August 2010
Skills
Legal Research, Westlaw, Legal Writing, Civil Litigation, Litigation, Courts, Criminal Law, Research, Personal Injury, Microsoft Office, Lexis, Commercial Litigation
Education
New England School of Law 2009 — 2013
Juris Doctor, Law
Virginia Wesleyan College 2004 — 2008
Bachelor of Arts (BA), Communication and Media Studies
TA Associates Realty September 2009 - Present
State Street Bank October 2008 - September 2009
State Street Corporation 2008 - 2008
Fidelity Investments 2006 - 2008
Fidelity Investments Real Estate Group 2005 - 2008
Cornerstone Real Estate Advisers 1994 - 2002
Aldrich Eastman & Waltch LP 1985 - 1992
Skills
Real Estate Economics, Asset Management, Real Estate, Accounting
Education
Merrimack College 1974 — 1979
B.S.B.A. - Accounting
Oppenheimer & Co. Inc. Pricing SpecialistState Street CorporationAugust 2006 - March 2013
State Street Bank 2006 - 2012
Center For Family Support NJ Inc January 2002 - August 2006
Skills
Corporate Finance, Bloomberg, Financial Analysis, Derivatives, Investment Banking, Portfolio Management, Stock Market, Mutual Funds, Securities, Valuation, Equities, Fixed Income, Trading, Options, Swaps
Education
New Jersey City University
Bachelor of Science (BS), Finance, General
Healthcare TTU, Inc. March 2015 - Present
Healthcare TTU, Inc. March 2015 - Present
Delek US Holdings, Inc. October 2014 - March 2015
CSHM LLC February 2013 - September 2014
Central Parking System November 2011 - February 2013
Central Parking System April 2011 - November 2011
Deutsche Bank January 2006 - September 2010
State Street Bank January 2001 - January 2004
Bankers Trust January 1999 - January 2001
Skills
Problem Solving, Reconciliation, Treasury Management, Cash Management, Cash Flow Forecasting, Account Reconciliation, Team Building, Process Improvement, General Ledger, Equities, Leadership, SAP, Accounts Receivable, Internal Controls, Budgets, Accounting, Investments, GAAP, Microsoft Excel, Risk Management, Financial Analysis, Access, Banking, Accounts Payable, Finance, Managerial Finance, Strategic Financial..., Forecasting, Securities, Payroll, Fixed Income, Settlement, Financial Modeling, Financial Risk, Cash Flow, Sarbanes-Oxley Act, Bank Reconciliation, Management, Variance Analysis, Financial Accounting, Team Leadership, Training, Customer Service, Financial Reporting, Strategic Planning, Analysis
Education
Middle Tennessee State University 1988 — 1993
Bachelor of Science, Analytic Philosophy
State Street September 2013 - Present
State Street Bank July 2007 - August 2014
Investors Bank & Trust March 2005 - July 2007
Wine Development Board of Ireland May 2003 - March 2005
Skills
Talent Management, Management, Talent Acquisition, Recruiting, Human Resources, Project Management, Onboarding, Performance Management, Personnel Management, Employee Engagement, Alumni Relations, Employer Branding, Executive Search, Employee Relations, Community Engagement, Succession Planning, HR Consulting, Organizational..., New Hire Orientations, Social Media Outreach, Internet Recruiting, Sourcing, Graduate Recruitment, PeopleSoft, HR Policies, Benefits Negotiation, Employee Benefits, Interviews, Workforce Planning, Screening Resumes, Search, College Recruiting, Employee Training, HR Transformation, Hiring, Vendor Management, Organizational Design, Screening, Performance Appraisal, Employment Law, Compensation & Benefit, Technical Recruiting, Career Development, Recruitment Advertising
Education
National College of Ireland 2007 — 2008
CIPD CPP, Human Resources
University College Dublin 2005 — 2006
M.A, Master of Arts degree in American Studies
University College Dublin 1999 — 2003
B.A., Bachelor of Arts (Hons) History and French Studies
KnowledgePath Solutions Inc. April 2010 - Present
LiquidPath Consulting April 2007 - September 2010
State Street Bank March 2005 - April 2007
deNovis, Inc. March 2003 - October 2004
Art Technology Group, Inc. (ATG) June 1998 - March 2003
Fildelity Investments 1995 - 1997
Sybase Inc December 1988 - March 1995
Skills
ATG, Java Enterprise Edition, SOA, Agile Methodologies, Web Services, JSP, Web Applications, Enterprise Software, E-commerce, JBoss Application Server
Education
New Jersey Institute of Technology 1985 — 1988
Master of Science
M.S. University 1979 — 1984
Bachelor of Engineering
Elphinstone College 1978 — 1979
Rajkumar College, Rajkot, Gujarat 1968 — 1978
State Street Bank May 2009 - August 2011
John Hancock Life Insurance Company (U.S.A.) October 2007 - April 2009
Cambridge Healthtech Institute May 2006 - March 2007
Skills
Visio, Access, DB2, MS Project, Microsoft Excel, PowerPoint, Microsoft Word, Operating Systems, User Acceptance Testing, Data Analysis, Business Process, Business Intelligence, Business Analysis, Data Warehousing, ETL, Databases, Oracle, Requirements Analysis, SDLC, Analysis, Microsoft SQL Server, Cognos, Software Project..., Requirements Gathering, SQL, Information Technology, SharePoint, Data Modeling, Vendor Management, Project Management
Education
New York University 2004 — 2006
Masters, Digital Imaging and Design
University of Mumbai 2000 — 2003
Bachelors of Engineering, Information Technology
State Street Bank February 2006 - Present
Intel Corp. March 2005 - February 2006
State Street Bank February 2004 - April 2005
State of New Mexico November 2001 - February 2004
Onyx Software June 2000 - November 2001
Infozech November 1998 - May 2000
A K Software House January 1998 - October 1998
Skills
Matlab, SAS, C#, VB.NET, C++, Unix Shell Scripting, Oracle, SQL Server 2000-2008, PL/SQL, T-SQL, Stored Procedures, ASP.NET, ASP, JavaScript, HTML, XML, XSL, SOA, Web Services, Datastage, Install shield, Crystal Reports, SQL Server Reporting..., Parallel Computing, Distributed Computing..., Infragistics, COM, DCOM, Onyx CRM, Intex, VBA, Excel, ADO.NET, ADO, Microsoft SQL Server, Unix, ETL, SDLC, Databases, Microsoft Excel, Business Analysis, SSRS, Shell Scripting
Education
National Institute of Technology Raipur 1995 — 1998
MCA, Computer Science
Pandit Ravishankar Shukla University 1992 — 1995
BSc, Maths, Physics
America's Test Kitchen September 2013 - Present
Endurance International Group February 2013 - August 2013
State Street Bank June 2012 - January 2013
First Marblehead Data Services (Subsidiary of First Marblehead Corp) February 2011 - June 2012
Union Federal Savings Bank (Subsidiary of First Marblehead Corp) July 2008 - February 2011
First Marblehead Corporation June 2003 - July 2008
Zeborg September 2001 - June 2003
Marketmax March 2000 - September 2001
Centennial Technologies March 1998 - March 2000
Fresenius Medical Care August 1996 - March 1998
Skills
Analytics, Process Improvement, SEC filings, GAAP, Tax, Cross-functional Team..., Staff Retention, Follow Through, Compliance, Enterprise Risk..., Trusted Business Partner, Timely Execution, Operating Systems, Revenue Recognition, Effective Communicator, Complex Accounting and..., Financial Reporting, Regulatory Compliance &..., Delegation, Organization, Cost Cutting, Sarbanes-Oxley, Financial Accounting, Project Management, Accounting Management, Multi-currency..., Internal Controls, Risk Management, Internal Audit, Due Diligence, Account Reconciliation, Analysis, General Ledger, Strategic Financial..., US GAAP, Cash Management, Sarbanes-Oxley Act, Budgets, Cost Accounting, Accounts Payable, Financial Statements, Strategy, Payroll, Banking, Business Analysis, Start-ups, Financial Modeling, Financial Analysis, Financial Planning
Education
Merrimack College 1982 — 1986
BS, Business Administration, Accounting
Lynn English High School 1979 — 1982
Amplify December 2009 - February 2015
KBC Financial Products November 2003 - November 2007
State Street Bank August 1998 - November 2003
Skills
Python, Git, Agile Methodologies, Java, Django, Linux, Data Science, Machine Learning, NumPy, pandas, SciPy, MongoDB, Software Development, Continuous Integration, Scrum, Open Source, Algorithms, REST, SQL, JavaScript, Docker
Education
Galvanize 2015 — 2015
Data Science Immersive Program (Expected graduation: October 2015)
New York University 1999 — 1999
Diploma in Risk Management, Finance
University of Toronto - University of Trinity College 1982 — 1986
Bachelor of Science (BSc), Cognitive Science and Artificial Intelligence
University of Toronto - University of Trinity College
MUFG Americas September 2014 - Present
Union Bank July 2012 - August 2014
Union Bank August 2011 - July 2012
Sovereign Bank - Banco Santander April 2009 - August 2011
Sovereign Bank February 2005 - July 2009
Sovereign Bank July 2000 - February 2005
Chase Manhattan Mortgage November 1998 - July 2000
State Street Bank September 1989 - November 1998
Skills
Risk, Security, Banking, Analysis, Compliance, Risk Management, Executive Management, BSA, Bank Secrecy Act, Operational Risk, Fraud, Loss Prevention, Operational Risk..., Fraud Prevention, Fraud Investigations, Certified Fraud Examiner, Physical Security, Financial Risk, Strategy, Enterprise Risk..., Internal Audit, AML, Private Investigations, Investigation, Cash Management, Financial Services, Risk Assessment, Debit Cards, Leadership, Loans, Management, KYC
Education
New England College of Business
Bachelor’s Degree
Northeastern University
Certification
Regis College
State Street Bank February 2012 - Present
Morgan Stanley January 1998 - February 2012
Skills
Business Analysis, FX Options, Financial Modeling, Derivatives, Portfolio Management, Trading Systems, Equities, Investment Banking
Education
New York University 1992 — 1996
Computer Science
BlackRock July 2013 - Present
JPMorgan Chase August 2011 - June 2013
Legg Mason 2008 - August 2011
Legg Mason 2006 - 2008
MFS Investment Management 2005 - 2006
State Street Bank 2003 - 2005
Deutsche Bank 2000 - 2003
PFPC Global Fubnd Services 1998 - 2000
Putnam Investments 1997 - 1998
Skills
Budget Analysis, Financial Reporting, Budgeting, Mutual Funds, Finance, Internal Controls, Auditing, Analysis, Fund Accounting, Financial Analysis, Fund Administration, Asset Managment, Corporate Actions, Investments, Fund Of Funds, Alternative Investments, Risk Management, Leadership, Project Management, Fixed Income, Process Improvement, Annual Reports, Global Custody, Service Level Agreements, Budgets, Bloomberg
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (M.B.A.), International Finance
Merrimack College 1993 — 1997
BS in Business Administration, Finance and Management Concentrations
Loomis, Sayles & Company June 2012 - Present
Loomis Sayles January 2011 - June 2012
State Street Bank January 2007 - January 2011
Putnam Investments 2005 - 2007
Education
Merrimack College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
State Street Bank July 1999 - Present
Skills
Procurement, Accounts Payable, Finance, Financial Analysis, Project Management, Oracle, Business Analysis, Business Objects, Business Continuity..., Vendor Management
Education
Midwestern State University 1991 — 1996
Bachelor of Business Administration (BBA), Accounting
State Street March 2012 - Present
State Street Bank March 2012 - Present
Motorola Mobility November 2009 - February 2012
Metanoia Solutions Inc June 2006 - April 2011
SmartIMS September 2003 - December 2004
Skills
Siteminder, Weblogic, Unix, IDM, WebSphere Application..., LDAP, Oracle, CA Siteminder, Sun One Directory server, RSA SecurID, Oracle Java Development, Oracle Directory Server..., Multi-factor..., Ping Federate, Tomcat, JBoss Application Server, Unix Shell Scripting, Perl Script, Web Application Security, Web Access Management, CA Authminder/Riskminder, Red Hat Linux, Solaris, Windows Server, Oracle Unified Directory, PKI, RSA, CA Arcot..., Identiry and access..., Identity Federation, Federation, Shell Scripting
Education
New York Institute of Technology-Old Westbury 2004 — 2005
Master of Science (M.S.), Computer Science
The Parker River Group, Inc. Enterprise Client Reporting Consultant
State Street Bank 2006 - 2007
Mosiki Development 2005 - 2007
Babson Capital Management, LLC 2003 - 2005
Simply Found 2001 - 2003
Thomson Financial - First Call 1999 - 2002
Beacon Design Group 1991 - 2000
Prudential Investments 1997 - 1999
State Street Research and Management 1987 - 1998
SSRM 1987 - 1992
Skills
Requirements Analysis, Business Analysis, Fixed Income, SDLC, Software Project...
Education
Syracuse University 1983 — 1986
Bachelor of Fine Arts (BFA), Painting
Michigan Technological University 1982 — 1983
Computer Engineering
PwC September 2012 - Present
Appraisal Economics Inc April 2011 - August 2012
London Economics International LLC August 2010 - March 2011
BDO Valuation Advisors, LLC June 2008 - July 2010
State Street Bank February 2007 - August 2007
Wellington Management January 2006 - June 2006
Skills
Valuation, Financial Modeling, Asset, Economics, Energy
Education
Northeastern University 2003 — 2008
BSIB, International Business (French & Finance)
Reims Management School 2006 — 2007
International Partnership of Business Schools
GP Consulting, LLC. September 2003 - Present
DLA 2001 - Present
PSS, Inc. 2001 - 2003
Avaya 2001 - 2001
AtosOrigin 1998 - 2001
Conair Corporation January 1999 - December 1999
Philips Lighting 1998 - 1998
Bose Corporation 1995 - 1998
State Street Bank 1994 - 1994
Skills
FI/CO, SAP, SAP R/3, SD, SAP SRM, EDI, SAP BW, WebDynpro, Supplier Management, ABAP, SAPScript, Project Implementation, ERP, Business Intelligence, Integration, Supply Chain Management, IDOC, Public Sector, ECC, Data Warehousing, SAP Netweaver, Business Analysis, Requirements Analysis, Materials Management, BAPI, Smartforms, Procurement, Architecture, Application Development, Data Migration, Supply Chain, ALV, RFC, SAP FICO, SAP PS, SAP BI, SAP BADI, PMP, SAP ERP, SAP Portal, SRM, SAP XI, SAP MM, SAP SD, SAP Implementation
Education
Michigan State University 1992 — 1994
MS, Computer Engineering
Babson Capital Management November 2006 - Present
State Street Bank January 2004 - November 2006
Skills
Asset Management
Education
Merrimack College 1995 — 1999
Bachelors, Management
State Street Bank October 2004 - Present
Education
New Jersey Institute of Technology
JPMorgan Chase May 2010 - Present
JPMorgan Chase January 2010 - Present
JPMorgan Chase April 2007 - Present
JPMorgan Chase April 2007 - May 2010
State Street Bank & Trust July 2003 - April 2007
State Street Bank June 2003 - April 2007
Education
Merrimack College 1999 — 2003
BS, Business Admin - Accounting
State Street Bank November 2009 - Present
CBRE Investors November 2008 - August 2009
Deloitte June 2007 - September 2008
GE Commercial Finance January 2006 - April 2007
Deloitte June 1999 - December 2005
Skills
Securitization, Financial Modeling, Valuation, Structured Finance, Capital Markets, ABS, Structuring
Education
New York University 1997 — 1999
BS, Finance & Accounting
Advanced business Computers September 2000 - Present
Erie Insurance Group April 2014 - May 2015
Knowledgent April 2013 - April 2014
Childrens Medical Center of Dallas September 2012 - April 2013
State Street Bank April 2011 - September 2012
Perficient February 2010 - April 2011
CareFirst BlueCross BlueShield February 2008 - December 2009
US Courts October 2006 - February 2008
Marriott International August 2000 - October 2006
IBM September 1995 - August 2000
Skills
Enterprise Architecture, SDLC, Java Enterprise Edition, IT Strategy, Websphere, DB2, Solution Architecture, Web Services, Integration, SOA, Cloud Computing, TOGAF, Business Analysis, EAI, Architecture, Requirements Analysis, Software Project..., Software Development, Agile Methodologies, Java, Scrum, XML, Spring, SQL, Business Intelligence, System Architecture, SharePoint, Requirements Gathering, Microsoft SQL Server, Data Warehousing, WebSphere Application..., Architectures, WebSphere
Education
New Jersey Institute of Technology 1988 — 1991
BS, Electrical Engineering
JP Morgan Chase March 2009 - Present
JP Morgan Chase May 2007 - March 2009
State Street Bank February 2004 - May 2007
GMAC Insurance February 2003 - January 2004
Education
Missouri State University 1998 — 2002
BS, Finance and General Business
State Street September 2013 - Present
State Street Corp 2004 - October 2012
State Street Bank January 2000 - January 2004
State Street Bank January 1998 - January 2000
State Street Bank March 1997 - January 1998
MCI Telecommuncations inc. February 1995 - February 1997
Skills
PMO, Middle Office, Access, Customer Relations, Change Management, Vendor Management, Process Improvement, Outsourcing, PMP, Vendor Relations, SDLC, Team Management, Team Leadership, Team Building, Mergers, Client Services, Problem Solving, Word, Requirements Gathering, Program Management, Financial Services, Microsoft Word, Risk Management, Mergers & Acquisitions, Software Project..., Customer Service, Business Analysis, Project Management, Analysis, Business Process, Testing, Banking, Integration, Leadership, Business Development, Management, Business Requirements, Training, Telecommunications, IT Strategy, Portfolio Management, Project Delivery, Governance, Resource Management, Requirements Analysis, Project Portfolio..., Systems Analysis
Education
Scrum.Org 2014 — 2015
Certification, Scrum Framework, Certified
Project Management Institute 2007 — 2007
Project Management Certification, Project Management
American Management Assiciation Training 2000 — 2004
Certifications-Technical Management, Technical Writing, LAN/WAN Technology, Fame Relay Technology, M, Information Technology, Certified
Disaster Recovery International 1999 — 2000
Certified, Business Disaster and Continuity Recovery
The George Washington University 1999 — 1999
Project Management Analysis and Control, Project Management, Completed
Middlesex Community College 1973 — 1975
Certified Mental Health Technician, Psychology
TJX Corp April 2008 - Present
State Street Bank January 2002 - April 2008
State Street Global Advisors 2002 - 2008
Education
Miami Dade College 1991 — 1992
Computer Science
State Street Bank Vice PresidentInvestors Bank & Trust2005 - 2007
Education
Merrimack College 1982 — 1986
Business, Management
Ameristar Casino October 2008 - Present
Seigfreid, Bingham, Levy, Selzer & Gee, P.C. February 2003 - October 2008
Missouri Gaming Commission April 2000 - February 2003
State Street Bank May 1998 - April 2000
Skills
Casino, Gaming Industry, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Microsoft Excel, Microsoft Office, Budgets, Accounting, Analysis, Risk Assessment, Microsoft Word, Financial Reporting, Outlook, Policy, Casino Gaming, Financial Analysis, General Ledger, Account Reconciliation, Gaming, Payroll, Poker, Fraud
Education
Missouri Western State University 1994 — 1998
BS, Business Administration
State Street September 2013 - Present
State Street August 2012 - September 2013
State Street Bank December 2008 - July 2012
American Century Investments 1996 - 2006
Skills
Financial Services, Bloomberg, Series 63, Series 7, Securities, Mutual Funds, Series 6, Risk Management, Financial Analysis, Investment Strategies, Asset Allocation, Investments, Equities, Asset Managment, Portfolio Management
Education
Missouri Western State University
Bachelor of Arts, Psychology & Criminal Justice
University of Phoenix
Master's degree, Business Administration and Management, General
NRT Insurance October 2011 - May 2012
Marsh Insurance July 2010 - October 2011
State Street Bank 2006 - 2008
Putnam Investments 1998 - 2006
Education
Miami University 1979 — 1983
BA, Economics
Brock Steel's Place November 2012 - Present
Ambit Energy April 2011 - Present
Easy Method Driving School August 2010 - Present
Teacherman Books November 2003 - Present
BCPS August 1996 - Present
DJ BROCK STEEL, LLC May 1987 - Present
Citibank MD April 1990 - February 1995
State Street Bank May 1985 - April 1990
Skills
Curriculum Development, Social Media, Social Media Marketing, Photoshop, Public Speaking, Strategic Planning, Web Content, Customer Service, Content Development, Microsoft Office, Entrepreneurship, Advertising, Team Building, Nonprofits
Education
North Georgia College and State University 2009 — 2010
Master's in Administration and Supervison, Leadership in Education
Morgan State University 1987 — 1996
BS, Elementary Education
Mount Saint Joseph High School 1983 — 1987
State Street Bank March 2008 - Present
Jazkat LLC October 2006 - December 2008
Wilmington Finance October 2005 - December 2007
Education
New England College 2009 — 2011
Master, Accounting
Norwich University 2001 — 2005
Bachelor of Science, Communications
Accenture LLP providing services for Starwood Hotels June 2009 - Present
Starwood Hotels & Resorts 1990 - 2009
International Network Services (INS) March 2001 - June 2003
State Street Bank 2001 - 2003
Skills
Firewalls, Network Security, Data Center, Disaster Recovery, Routing Protocols, Routers, Cisco Switches, Cisco Nexus, Network Architecture, Network Design, Networking, Cisco Technologies, Infrastructure, WAN, Information Security, VPN, IT Management, ITIL, IT Strategy, Vendor Management
Education
Rhode Island College 1989 — 1994
BA, Management Information Systems
New England Institute of Technology 1979 — 1982
AS Electronic Technology, Electronics Technology
State Street Bank Client Service AdministratorState Street BankFebruary 2007 - Present
State Street Bank July 2006 - February 2007
State Street Bank June 2000 - July 2006
Education
Newbury College 1998 — 2003
Bachelor, Business Adminstation
InfoGroup/YesMail 2012 - Present
Liberty Mutual Insurance 2010 - 2012
Ascendant Technology 2009 - 2011
State Street Bank 2005 - 2009
IBM 2002 - 2005
Rational Software 2000 - 2002
Raytheon 1987 - 2000
Skills
SDLC, Software Development, Architecture, Security, Enterprise Architecture, SOA, Agile Methodologies, Websphere, ClearQuest, Software Configuration..., IT Strategy, ClearCase, WebSphere Process Server, Infrastructure, Integration, Testing, Enterprise Software, Java, Architectures
Education
New York Institute of Technology-Old Westbury 2011 — 2014
MSCS, Computer Science
University of Massachusetts at Lowell 1982 — 1986
MSEE, Electrical Engineering
BNY Mellon November 2013 - Present
Brown Brothers Harriman December 2011 - June 2013
State Street Bank May 2011 - May 2012
J.P. Morgan Chase Bank May 2010 - March 2011
New England Biolabs May 2009 - February 2010
Putnam Investments February 2006 - February 2009
Prudential Howe & Doherty, REALTORS January 2002 - January 2006
MFS Investment Management May 1994 - January 2002
Education
Merrimack College 1986 — 1991
BSBA, Finance
MassDOT 2010 - Present
Conservation Services Group 2009 - 2009
State Street Bank 2007 - 2009
Brown Brothers Harriman 2007 - 2007
Investors Bank and Trust 2004 - 2007
Fidelity Investments 2005 - 2005
Wellington Mgmnt 2004 - 2004
Manulife Financial 2004 - 2004
Evergreen Investments 2001 - 2003
Affiliated Computer Services MD 1999 - 2000
Education
National Institute of Information Technology 1989 — 1991
Honors Diploma, Systems Management
St. Xavier's College 1986 — 1989
B.Sc., Chemistry
State Street Bank August 2011 - August 2015
Robert Half International August 2009 - 2011
ICICI Bank, India March 2006 - May 2007
EAM Solution India Limited July 2001 - January 2006
Skills
Microsoft Office, Project Management, Budgets, PE Accounting, Teamwork, Volunteering, Proactive
Education
Montclair State University 2009 — 2011
MBA
The Maharaja Sayajirao University of Baroda 1998 — 2000
M.Sc.
The Maharaja Sayajirao University of Baroda 1995 — 1998
B.Sc.
State Street Bank
Skills
Fixed Income, Financial Services, Equities, Mutual Funds, Financial Analysis, Accounting, Financial Reporting, Cash Management, Corporate Actions, Finance, Business Analysis, Process Improvement
Education
Missouri Southern State University 1987 — 1991
BSBA, Accounting
Deutsche Bank September 2015 - Present
Goldman Sachs June 2014 - Present
Jennison Associates June 2010 - Present
State Street Bank 2008 - 2010
State Street June 2007 - September 2007
Summit Financial Resources December 2006 - March 2007
TopCon Inc September 2005 - September 2006
Skills
Hedge Funds, Bloomberg, Fixed Income, Mutual Funds, Alternative Investments, Bloomberg Terminal, Asset Management, Derivatives, Bonds, Equities, Securities, Portfolio Management, Series 7, Options, Trading, Financial Analysis, Microsoft Excel, Financial Services, Financial Modeling, Investments, Finance, Valuation, Microsoft Office, Capital Markets, Social Media, Business Analysis, PowerPoint, Investment Banking, Analysis, Financial Markets, Risk Management, Corporate Finance, Private Equity, Microsoft Word
Education
Monsignor Donovan
New York University
Seton Hall University
State Street Bank February 2006 - Present
State Street Bank February 2005 - February 2006
US Bank July 2004 - February 2005
Eaton Vance June 2001 - July 2004
Skills
Mutual Funds, Fund Accounting, Securities
Education
Merrimack College 1997 — 2001
Bachelor of Science Degree in Business Administration, Management
State Street Bank July 2013 - Present
State Savings Bank September 2007 - June 2013
State Street December 2005 - August 2007
Skills
Financial Analysis, Banking, Accounting, Financial Reporting, Fund Accounting, Securities, Fixed Income, Account Reconciliation, Financial Services, Management, Internal Audit, Auditing, Mutual Funds
Education
Missouri Western State University 2001 — 2005
Bachelor's degree, Accounting
State Street Bank April 2012 - Present
Blue Shield of California September 2011 - January 2012
Blue Shield of California 2011 - 2011
Hewlett Packard June 1999 - March 2008
Education
MTI Business College Inc 1997 — 2000
A.A.S, Computer Technology
Deutsche Bank June 2014 - Present
State Street Bank September 2012 - April 2014
State Street Bank October 2010 - August 2012
State Street June 2009 - September 2010
Skills
Bloomberg, Foreign Exchange, Trading, Bloomberg Terminal, Proprietary Trading, Fixed Income, FX Options, FX trading, Currency, Financial Markets, Capital Markets, Financial Modeling, Options, Risk Management, Financial Risk, Hedge Funds, Traders, Market Making, Hedging, Finance, Derivatives
Education
Middlebury College 2005 — 2009
B.A., Political Science, Spanish
Belmont Hill School 1999 — 2005
State Street Bank September 2013 - Present
Newport Federal Savings Bank (NewportFed) November 2010 - September 2013
Newport Federal Savings Bank (NewportFed) August 2003 - November 2010
Personal Computing January 2005 - April 2005
Skills
Banking, Risk Management, Disaster Recovery, Information Security, Network Administration, Management, Exchange 2010/2007/2003, IT Regulatory Compliance, IT Audit, Customer Service, Risk Assessment, Business Resumption..., Windows Server, Windows, Blackberry Enterprise..., Microsoft Office, Backup Exec, Trend Micro, iPhone, SharePoint, Oracle, Forefront, WSUS, SQL, Telecommunications, Spiceworks, Cisco Routers, MCITP, MCSA, MCDST, MCTS, Servers, Computer Security, Microsoft Certified..., Hardware, Operating Systems, Microsoft Exchange, WAN
Education
New England Institute of Technology 2008 — 2011
Associate's Degree, Network Engineer
Newport Area Career and Technical Center 2000 — 2003
Certificate of Completion, Computer Science
Little Blue Valley Sewer District October 2012 - Present
State Street July 2004 - October 2012
State Street Bank January 2001 - July 2004
State Street Bank January 2000 - January 2001
Skills
Fund Accounting, Financial Services, Mutual Funds, Securities, Fixed Income, Account Reconciliation, Bloomberg, Management, Account Management, Accounting, Financial Analysis, Global Custody, Investment Accounting, Accounts Receivable, Accounts Payable, Relationship Management, Public Sector Accounting, Public Procurement, Purchasing, Microsoft Excel, Microsoft Word
Education
Missouri Western State University 1996 — 1999
Bachelor's degree, French Studies
State Street Bank Client Services Account ManagerState StreetFebruary 2006 - Present
Education
Merrimack College 2001 — 2005
Bachelors, Business Administration-Management
Oracle February 2015 - Present
MFS Investment Management August 2013 - February 2015
Wayfair July 2012 - August 2013
Wayfair November 2010 - September 2012
North End Business Journal April 2009 - September 2009
State Street Bank July 2006 - March 2009
State Street Bank July 2006 - March 2009
State Street Bank July 2006 - August 2007
Skills
Research, Writing, Analysis, Accounting, Social Media, Customer Service, Data Analysis, Leadership, Market Research, Microsoft Excel, Microsoft Word, Portfolio Management, Project Management, Sales, Team Leadership, Salesforce.com, Process Improvement, Outlook, Microsoft Office, PowerPoint, Social Media Marketing, Marketing, Public Speaking, Budgets, Business Development, Event Planning, Management, Time Management, Facebook, Social Networking, Account Management
Education
Merrimack College 2002 — 2006
B.A, English
Boston College High School 1999 — 2002
2002, Environmental Science
Fidelity Investments April 2004 - February 2013
Fidelity Investments 2004 - 2011
Fidelity Investments 2004 - 2011
Fidelity Investments 2004 - 2011
Bank of Boston 1996 - 2001
State Street Bank 1991 - 1996
Apollo Computer August 1984 - December 1992
Skills
Vendor Management, Contract Negotiation, Financial Services, Risk Management, Financial Risk, Outsourcing, Process Improvement, Business Analysis, Relationship Management, Change Management, Strategic Sourcing, Business Process..., Governance, Program Management
Education
Holliston Jr college 1975 — 1997
Associate's Degree, Business Administration and Management, General, 3.8
Northeastern University 1982 — 1988
Business Administration and Management, General, 3.8
Holliston Jr College 1975 — 1977
Associate of Arts and Sciences (A.A.S.)
Newbury College
Associate of Arts and Sciences (A.A.S.), 3.8
Gentiva Health Services March 2014 - Present
ACI Concrete Placement LLC May 2011 - March 2014
Swiss Reinsurance Company October 2010 - February 2011
Kansas City Royals May 2002 - July 2010
State Street Bank June 1997 - May 2002
Education
Missouri State University
BS, Accounting
Internal Revenue Service January 2012 - Present
Visa July 1995 - December 2010
State Street Bank January 1991 - July 1995
The Alternative January 1988 - January 1990
Skills
Call Centers, Analysis, Customer Service, Teamwork, Credit Cards, Call Center, Time Management, Leadership, Process Improvement, Financial Services, Customer Satisfaction, Outlook, Software Documentation, Management, Public Speaking
Education
Middlebury College 1983 — 1984
M.A., German
University of Virginia 1979 — 1983
B.A., German/Philosophy
Social Security April 2015 - Present
Social Security August 2011 - April 2015
Volunteer Lawyers Project of the Boston Bar Association August 2010 - July 2011
Greater Boston Legal Services September 2009 - December 2009
Norfolk County District Attorney's Office June 2009 - July 2009
Department of Criminal Justice Information Services May 2008 - May 2009
State Street Bank September 2006 - August 2007
Umass Transit Services September 2001 - August 2006
Education
New England Law Boston 2007 — 2010
Doctor of Law (J.D.), Law
University of Massachusetts, Amherst 2001 — 2006
Bachelor of Arts (B.A.), Journalism/History
Dore to Door Services March 1994 - Present
State Street Bank May 1988 - October 1992
Skills
Customer Service
Education
God's Bible College 1983 — 1986
Bachelor of Religious Education, Missionary Studies, Senior
Nazarene Bible College 1981 — 1983
Christian Education, Transferred
Army National Guard October 2010 - Present
United States National Guard January 2009 - Present
Urban Behavior April 2009 - October 2009
13 March 2008 - September 2008
State Street Bank September 2004 - April 2007
12 January 2003 - January 2006
Computershare January 2001 - January 2003
Education
Newbury College
study Criminal Justice
TTH, CPA January 2012 - Present
RSM McGladrey May 2007 - January 2012
Complete Business Services January 2002 - January 2007
UMB BANK 2000 - 2002
STATE STREET BANK 1998 - 2000
Education
Missouri Western State University 1995 — 1998
B.S.B.A, ACCOUNTING
BJ's Wholesale Club June 2013 - Present
State Street Bank May 2004 - March 2013
Bank of Boston 1977 - 1998
Education
Newbury College
Business Administration and Management, General, 4.0
Wainwright Investment Counsel June 1997 - Present
State Street Bank October 1988 - June 1997
Skills
401k, Retirement, Customer Service, Process Improvement, Project Management, Series 7, Series 24, Series 63, Series 65, Financial Accounting
Education
Merrimack College 1982 — 1985
Bachelor's degree, Accounting and Finance
New England College 1981 — 1982
SS&C GlobeOp February 2015 - Present
State Street Bank September 2005 - February 2015
Oppenheimer & Co. Inc. June 2000 - October 2005
Skills
Middle Office, Omgeo Oasys, CTM, Bloomberg, Fixed Income, Hedge Funds, Bonds, Fund Accounting, Corporate Actions, Settlement, Fund Administration, Derivatives, Swaps, Equities, Credit Derivatives, Back Office, FX Options, OTC, Securities, Mutual Funds
Education
New York Institute of Technology 1992 — 1999
Bachelor of Business Administration (B.B.A.)
BCBS August 2004 - Present
State Street Bank September 2000 - July 2004
United States Department of Defense July 1993 - July 1999
Skills
Microsoft Office, Microsoft Excel, Customer Service, Analysis, Project Management, Microsoft Word, Business Analysis, Leadership, Oracle, Access
Education
Merrimack College
Bachelor's degree, Business Administration and Management, General
Merrimack College
Bachelor's Degree, Business Administration and Management, General
Turner Construction Company December 2013 - Present
Black and Veatch April 2013 - December 2013
State Street Bank January 2005 - April 2013
Skills
Management, Financial Accounting, Financial Reporting, Procedure Development, Procedure Review, Data Analysis, Team Building, Team Leadership, Team Management, Account Reconciliation, Bank Reconciliation, Accounting, Securities, Training, Project Accounting, Fund Accounting
Education
Park University 2003 — 2005
Bachelor's degree, Finance, General
Metropolitan Community College
Associate of Arts, Business
TEKsystems January 2014 - Present
FM Global June 2013 - January 2014
Precision Dermatology January 2013 - March 2013
Wayne Electric and Alarms January 2008 - January 2010
Liberty Surveillance September 2003 - January 2008
State Street Bank March 1999 - September 2003
Skills
Windows, Linux, Computer Hardware, Microsoft Office, Windows 7, Mac OS, Telephony, CCTV, Alarm Systems, Fire Alarm, Network Engineering, Access Control, VMware, XP, Group Policy, Active Directory, Help Desk Support, Security, Hardware, DHCP, Networking, Technical Support, Software Installation, Troubleshooting, Laptops, Switches, Routers, Telecommunications, Wireless Networking, Cisco Routers
Education
New England Institute of Technology 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Network Engineering
New England Institute of Technology 2011 — 2013
Associate of Science (A.S.), Computer Network Engineering
New Bedford High School 1993 — 1997
Allstate August 2013 - Present
BNY Mellon February 2012 - May 2013
State Street Bank February 2011 - February 2012
Education
Andover High
Boca Raton
New York University
Strayer University May 2013 - June 2013
Strayer University October 2012 - May 2013
State Street Bank December 2008 - November 2010
Skills
Student Financial Aid, Business Operations, Higher Education, PeopleSoft, Tax, Accounting, Financial Analysis, US GAAP, Microsoft Word
Education
Mississippi State University 2011 — 2012
MBA, Business Administration, 3.83 GPA
Mississippi University for Women 2005 — 2007
B.S. in Accounting, Accounting, 3.86 GPA
State Street Bank December 2003 - Present
Education
MidAmerica Nazarene University
Master of Business Administration (M.B.A.)
Missouri Western State University
Business Administration and Management, General
Brookline Public Schools September 2013 - Present
Neighborhood House Charter School September 2008 - June 2013
State Street Bank June 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Time Management, Leadership
Education
Simmons College 2010 — 2013
Master's Degree, Mathematics Education
Mount Holyoke College 2003 — 2007
Bachelor's Degree, Economics