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
Veolia Transportation July 2013 - Present
http://www.whitehorselimos.co.ke/ January 2013 - Present
SourceOne, Inc (DE), A Veolia Energy Company June 2007 - July 2013
State Street Bank June 2006 - June 2007
Skills
GTD, Forecasting, Analysis, Corporate Finance, Financial Analysis, Strategy, Budgets, Accounts Payable, Financial Reporting, Finance, Business Planning, Business Strategy, PowerPoint, PowerPivot, Pivot Tables, Database Design, Microsoft Excel, Business Intelligence, BillQuick, QuickBooks, JD Edwards, PeopleSoft, PowerView, KPI Dashboards, KPI Reports, Investments, Financial Modeling
Education
Northeastern University 2011 — 2013
Master of Business Administration (MBA)
Salem State University 2004 — 2006
BS
SunGard Asset Management April 2012 - Present
NICSA Board of Directors 2008 - Present
Citi Investor Services August 2007 - January 2012
BISYS Fund Services August 2000 - August 2007
First Data Investor Services Group August 1990 - August 2000
State Street Bank April 1986 - August 1990
Boston Financial Data Services January 1980 - April 1986
Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)
Northeastern University
System Programming and Analysis
Northeastern University
Bachelor of Business Administration (BBA)
RFMarkets June 2014 - Present
Northeastern University September 2009 - May 2014
State Street Bank January 2013 - June 2013
Generali Asset Management July 2012 - September 2012
Options Group June 2011 - January 2012
Risk Engineering Kft May 2008 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg Terminal, Bloomberg, Social Media, SPSS, Equities, Hedge Funds, Investments
Education
Northeastern University 2009 — 2014
BBA, Finance, Management, Marketing
Canisius High School 2007 — 2009
High School, General
University of Nebraska at Omaha August 2011 - Present
University of Texas at Dallas August 2006 - April 2011
Northwest Missouri State University August 2005 - July 2006
State Street Bank August 2002 - August 2005
Skills
University Teaching, Research, SPSS, Statistics, Higher Education, Teaching, Curriculum Development, Data Analysis, Microsoft Excel, Public Speaking, Microsoft Office, Leadership Development, Economics, PowerPoint, Student Affairs, Marketing, Econometrics, Customer Service, Social Networking
Education
The University of Texas at Dallas - School of Management 2006 — 2012
Doctor of Philosophy (PhD), Strategic Management and Entrepreneurship
Northwest Missouri State University 2001 — 2002
Master of Business Administration (MBA)
Northwest Missouri State University 1999 — 2001
Bachelor of Science (B.S.), International Business
North Iowa Area Community College 1997 — 1999
Associate of Arts (A.A.) & Associate of Science (A.S.)
Clear Lake High School
Wipfli LLP January 2014 - Present
Sunrun December 2011 - December 2013
PwC August 2009 - December 2011
State Street Bank 2008 - 2009
Education
University of Massachusetts Boston 2006 — 2009
BA, Accounting
Northeastern University 2004 — 2006
Butte High School 2000 — 2004
U.S. Coast Guard June 2012 - Present
MicroChem Corp. December 2011 - November 2012
Ricks Cafe and Pizzeria August 2011 - May 2012
State Street Bank August 2011 - December 2011
MicroChem Corp. July 2011 - August 2011
MicroChem Corp. June 2005 - August 2011
Nichols College Academic Resource Center September 2009 - December 2010
Skills
Excel, Great Plains Software, Public Speaking, Microsoft Excel, Accounts Receivable, Accounts Payable, Economics, Microsoft Office, Customer Service, Data Analysis, Inventory Management, Manufacturing, Marketing, PowerPoint, Microsoft Word
Education
American Military University 2014 — 2016
Master of Arts (MA), Criminal Justice
Nichols College 2007 — 2011
BSBA, Economics
Abington High School 2003 — 2007
State Street Bank May 2012 - Present
State Street Bank December 2010 - April 2012
State Street July 2008 - December 2010
Skills
Bloomberg, Mutual Funds, Fixed Income, Fund Accounting, Equities, Customer Service, Fund Administration, Investment Management, Derivatives, Financial Analysis, Financial Modeling
Education
Northeastern University 2010 — 2015
MBA, Investments and Corporate Finance Specialization
Stonehill College 2004 — 2008
BS, Finance
Symetra October 2014 - Present
SS&C Technologies October 2003 - September 2014
State Street Bank August 2001 - August 2003
Skills
Asset Management, Derivatives, Portfolio Management, Asset Managment, Accounting, Investments, Process Improvement, Hedge Funds, Financial Services, Middle Office
Education
The University of Connecticut 2007 — 2012
Master of Business Administration (M.B.A.), Finance, 3.9
Northeastern University 1994 — 1999
Bachelor of Business Administration, Finance
State Street April 2015 - Present
State Street Bank April 2013 - Present
State Street Bank June 2010 - April 2013
PwC 2008 - April 2010
PwC May 2005 - August 2008
Education
Northeastern University 2005 — 2006
Master's degree, Accounting
Northeastern University 2000 — 2005
Bachelor's degree, Accounting and Finance
Wellington Management July 2012 - Present
Pineapple House Designs December 2010 - July 2012
State Street Bank March 2009 - December 2010
State Street Bank January 2008 - July 2008
Wellington Management January 2007 - July 2007
Skills
Microsoft Office, Strategic Planning, Product Development, Microsoft Excel, Customer Service, Sales Management, Project Management, New Business Development
Education
Northeastern University 2004 — 2009
BS, Finance and Insurance
John Hancock Financial Services May 2014 - Present
John Hancock Financial Services May 2013 - May 2014
John Hancock Financial Services November 2011 - May 2013
John Hancock Financial Services June 2008 - November 2011
John Hancock Financial Services July 2006 - June 2008
John Hancock Financial Services March 2005 - July 2006
John Hancock Financial Services July 2002 - March 2005
State Street Bank August 2001 - July 2002
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Essbase, Finance, Expense Management, Managerial Finance, Corporate Finance, Financial Accounting, Financial Reporting, Accounting, Cost Benefit, Capital Budgeting, Department Budgeting, Lawson General Ledger, Metrics, Metrics Reporting, Management, Budgets, US GAAP, Mergers & Acquisitions, Microsoft Excel
Education
Northeastern University 1996 — 2001
Bachelor of Science, Business Administration, 3.28
JPMorgan Chase & Co. September 2014 - Present
State Street Bank May 2011 - May 2014
Fidelity Investments March 1996 - May 2011
Fallon Clinic June 1994 - March 1996
Skills
Financial Services, Program Management, Information Technology, Finance, Fixed Income, Equities, Asset Managment, Mutual Funds, Relationship Management, Investments, Financial Modeling, Bloomberg, Risk Management, SDLC, Project Management, Securities, Asset Allocation, Asset Management, Business Analysis, Portfolio Management, Strategy, Management, Hedge Funds, Leadership, Capital Markets, Derivatives, Alternative Investments, Wealth Management, Banking, Vendor Management, Requirements Analysis, Software Project..., Process Improvement, Requirements Gathering, Financial Analysis, Agile Methodologies, Strategic Planning, Business Process..., IT Strategy, Analysis, Visio
Education
Suffolk University Law School 1996 — 1999
JD, Law
Nichols College 1989 — 1993
BSBA, Finance
Holy Name High School 1985 — 1989
High School Diploma
BNY Mellon September 1991 - Present
State Street Bank 1989 - 1991
Estabrook Capital Management LLC 1987 - 1988
Skills
Mutual Funds, Global Custody, Fixed Income, Financial Services, Equities, Portfolio Management, Securities, Relationship Management, Hedge Funds, Derivatives, Alternative Investments, Back Office, Bloomberg, Fund Accounting, Corporate Actions, Capital Markets, Asset Management, Financial Markets, Bonds, Middle Office, Settlement, Series 7, Wealth Management, Trading, Investment Management, Investment Banking, Investments, Asset Allocation, Options, Banking, Risk Management, Financial Analysis, Finance, Management
Education
Niagara University 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Pelham Memorial High School 1979 — 1983
State Street 2014 - Present
Accenture 2014 - 2014
Duet USA Asset Management 2012 - 2013
KPMG US 2012 - 2012
Macquarie Capital Investment Management LLC 2008 - 2011
OneWorld Investments LP 2004 - 2008
Fleet Bank 2002 - 2004
BankBoston 1998 - 2002
State Street Bank 1995 - 1997
Skills
Trading, Hedge Funds, Equities, Fixed Income, Risk Management, Budgeting, Compliance, Portfolio Management, Executive Management, Derivatives, Capital Markets, Negotiation, FX, Product Development, Emerging Markets, Alternative Investments
Education
Northeastern University
BSBA, Management, Cum Laude
State Street January 2014 - Present
State Street Bank June 2012 - January 2014
StateStreet Bank February 2008 - June 2012
Putnam Investments October 2006 - February 2008
Skills
Fund Accounting, Mutual Funds, Bloomberg, Accounting, Trust Funds, Trust Services, Trust Management, Fund Administration, Financial Analysis, NAV, Account Reconciliation, Financial Reporting, Deliverables, Financial Statements, Financial Accounting, Cost Accounting, General Ledger, Internal Audit, GAAP, Income Distribution, Fixed Income, Interest Calculation, Accruals, Amortization, Dividends, Alternative Investments, Securities, Stocks, Equities, Bonds, Foreign Exchange, Forwards, Derivatives, Transfer Agency, Fund Of Funds, Offshore Funds, Hedge Funds, FX Hedging, Institutional Accounts, ERISA, Outlook, Microsoft Excel, Adobe Acrobat, Microsoft Word, Work Independently with..., Creative Problem Solving, Highly detail oriented, Time Management, Managing Deadlines, Planning & Organizing...
Education
University of Massachusetts at Lowell 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
North Shore Community College 1999 — 2001
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Accounting Management Solutions, Inc. April 2015 - June 2015
Boston, Massachusetts January 2012 - June 2015
SmartBooks Corp. September 2014 - February 2015
Goodwin Procter LLP January 2008 - January 2012
State Street Bank July 2007 - January 2008
Investors Bank & Trust February 2006 - July 2007
Sun Life Financial December 2004 - January 2006
John Hancock Life Insurance Company Bond & Corporate Finance Group November 2001 - May 2004
New England Securities Corporation July 1996 - November 2001
New England Mutual Life Insurance Company June 1985 - July 1996
Skills
Financial Reporting, Accounts Payable, Accounting, Budgeting, Payroll, Process Improvement, Tax, SOX, General Ledger, Cash Flow, Financial Analysis, Financial Accounting, Access, Excel, Compliance, Word, Insurance, Outlook, Internal Controls, Strategic Planning, Spreadsheets, Financial Modeling, Forecasting, Problem Solving, Reconciliation, Cash Management, Partnership Accounting, Partnership Taxation, Executive Pay, Outsourcing, Visio, GAAP, Microsoft Excel, Whiteboarding, Microsoft Word, Budgets, Auditing, Account Reconciliation, Analysis, Sarbanes-Oxley Act
Education
Northeastern University 1975 — 1980
Bachelor of Science, Business Administration, concentration in Accounting
Baring North America February 2012 - Present
Atlantic Trust March 2009 - February 2012
Health Law Advocates July 2008 - March 2009
State Street Bank June 2006 - February 2008
Starbucks Coffee Company July 2005 - November 2005
MFS Investment Management January 2005 - June 2005
Sheff Law Offices P.C. January 2004 - September 2004
Skills
Legal Research, Non-profits, Legal Writing, Corporate Law, Westlaw, Mediation, Due Diligence, Corporate Governance, Policy, Wills, Securities, Research, Mutual Funds, Family Law, Trusts, Management, Securities Regulation
Education
Suffolk University Law School 2006 — 2010
J.D., Law
Northeastern University 2002 — 2006
BA, Political Science
Pratt & Whitney March 2015 - Present
Pratt & Whitney May 2014 - March 2015
Northeastern University September 2011 - December 2013
United Technologies Aerospace Systems June 2012 - August 2013
TRICO LLC January 2004 - May 2012
State Street Bank January 2009 - July 2010
Skills
Analysis, Finance
Education
Northeastern University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration
University of Massachusetts Boston 2005 — 2008
Bachelors, Economics
State Street Corporation July 2007 - June 2013
Investors Bank & Trust (acquired by State Street Corporation in 2007) 2000 - June 2007
State Street Bank 1998 - 2000
Skills
Compensation, PeopleSoft, Oracle E-Business Suite, Strategic Communications, Building Relationships, Market Analysis, Job Evaluation, Job Descriptions, FLSA, Compensation Plans, Equity Compensation, Communications Strategy, Deferred Compensation
Education
Northeastern University 2001 — 2002
Graduate Certificate
Saint Anselm College 1991 — 1995
Bachelor of Arts, BA
NTT DATA Corporation April 2015 - Present
Yale New Haven Health System October 2012 - April 2015
BerryDunn January 2008 - June 2012
Discovery Communications March 2006 - December 2006
IpodRepairGuide.com May 2005 - March 2006
Procter & Gamble January 2004 - May 2005
John Hancock Life Insurance Company (U.S.A.) January 2003 - June 2003
State Street Bank January 2002 - June 2002
Skills
Business Process..., Change Management, Project Management, Strategic Planning, Business Analysis, Process Improvement, SharePoint, IT Strategy, Business Requirements, IT Management, Program Management, Business Process Mapping, Management Consulting, Requirements Gathering, Analysis, SDLC, Project Portfolio...
Education
Northeastern University 2001 — 2005
Bachelor of Science, Management Information Systems
Partners HealthCare November 2011 - Present
McKesson Health Solutions November 2002 - November 2011
McKesson Health Solutions July 2007 - September 2009
McKesson Health Solutions November 2005 - July 2007
McKesson Health Solutions November 2002 - October 2005
Excelergy June 2001 - July 2002
Storability October 2000 - May 2001
Nortel Networks July 1999 - October 2000
GTE Internetworking February 1998 - July 1999
State Street Bank June 1994 - February 1997
Skills
Project Management, Process Improvement, Agile Methodologies, Software Project..., Training, Leadership, SDLC, Requirements Analysis, Software Documentation, Change Management, EHR, Team Building, Healthcare Information..., Quality Assurance, Team Leadership, Operations Management, Hospitals, HIPAA, Visio, Healthcare, Vendor Management, Healthcare Management, EMR, Program Management, Integration, Cross-functional Team..., PMO, PMP, SharePoint
Education
Northeastern University 1997 — 2000
MA, Technical and Professional Writing
Wellesley College 1990 — 1994
BA, History and Spanish
Northeastern University
Leadership
Robert Half Finance & Accounting June 2015 - Present
Kforce Inc January 2015 - March 2015
State Street Bank May 2011 - March 2014
State Street Bank December 2010 - May 2011
The Mergis Group July 2010 - December 2010
The Mergis Group December 2009 - May 2010
PB Funding Options November 2008 - September 2009
John Hancock Financial Services July 2007 - November 2008
The Hanover Group/Allmerica Financial Services August 2005 - November 2006
The Hanover Group/Allmerica Financial Services January 2000 - August 2005
Skills
Financial Reporting, Finance, Mutual Funds, Mergers & Acquisitions, Financial Statements, Investments, Management, Fund Administration, Financial Audits, Start-ups, Funding, Invoicing, Financial Analysis, Financial Services, Securities, Accounting, Financial Modeling, Bloomberg, Microsoft Excel, Microsoft Word, Equities, Money Market Funds, Insurance, Mergers
Education
Northeastern University 1980 — 1981
Coursework in Accounting and Finance
International Fund Services (NA) LLC, A State Street Company March 2013 - Present
State Street Bank January 2010 - February 2013
Global Pathways at Northeastern University January 2009 - October 2009
Arrabe Integra March 2008 - July 2008
State Street January 2007 - August 2007
Skills
Bloomberg, Analysis, Investments, Portfolio Management, SAP, Microsoft Excel, Mutual Funds, Finance, Spanish, Accounting, Microsoft Office, General Ledger
Education
Northeastern University 2004 — 2009
BSIB, International Business - Finance
Universidad Pontificia Comillas 2007 — 2008
Business
State Street August 2014 - Present
JPMorgan Chase February 2012 - June 2012
Fidelity Investments April 2004 - February 2008
State Street Bank 1999 - 2003
Fleet National Bank 1994 - 1999
Skills
Mutual Funds, Investments, Financial Services, CRM, Finance, Portfolio Management, Retirement Planning, Series 7, Management, Training, Project Management, Call Centers
Education
Nichols College
BS, Business Administration, Finance
Beth Israel Deaconess Medical Center November 2014 - Present
State Street Bank January 2013 - July 2013
Wayfair January 2012 - July 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Research, Microsoft Excel, Public Speaking, Teamwork, Applied Mathematics, Analysis, Statistics, English, Data Analysis, Linear Algebra
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Economics, 3.893
Manulife Asset Management October 2013 - Present
State Street Bank June 2011 - October 2013
Skills
Financial Services, Analysis, Accounting, Bloomberg, Securities, Microsoft Excel, Mutual Funds, Financial Analysis
Education
Northeastern University 2014 — 2018
Master of Business Administration (MBA)
Suffolk University 2007 — 2011
Bachelor of Business Administration (BBA), Cum Laude, Finance, Economics
Leather Goods of Spain Impex Sol International, LLC 1997 - Present
State Street Bank 1987 - 2000
Skills
Marketing, New Business Development, Sales, Sales Management, Marketing Strategy, Leather, Handbags, Fashion, Private Label, Social Media Marketing, Advertising, Product Development, Retail, Account Management, Trade Shows, Public Speaking, Merchandising, Wholesale, Marketing Communications
Education
Northeastern University
Marketing/Marketing Management, General
Fidelity Investments March 2013 - Present
Brown Brothers Harriman May 2011 - March 2013
Brown Brothers Harriman November 2005 - May 2011
State Street Bank 1998 - 2005
Skills
Business Analysis, Project Management, Requirements Analysis, Program Management, Process Improvement, Microsoft Office, Team Leadership, Systems Analysis, Software Implementation, Testing, Analysis
Education
Northeastern University 1994 — 1997
Bachelor of Science (B.S.), Criminal Justice
State Street Bank June 2006 - Present
Toastmasters International 2012 - 2012
State Street Bank March 2004 - June 2006
State Street Bank September 1994 - March 2004
State Street Bank July 1989 - September 1994
State Street Bank October 1987 - June 1989
Skills
SQL database design, Lotus Notes, JavaScript, HTML, LotusScript, Classroom Training, Public Speaking, Team Leadership, SQL, Access, Microsoft SQL Server, Project Management, Software Development, Database Design, Classroom, SDLC, Visio, SharePoint, Security, Business Requirements, Disaster Recovery, Management, Unix, Requirements Analysis, Databases, Business Analysis, Systems Analysis, Software Project..., Requirements Gathering
Education
Northeastern University 2010 — 2012
MS, Project Management, 4.0
Northeastern University 2008 — 2010
BS, Information Technology, 3.98
New England Banking Institute 1992 — 1994
Associate of Business Administration, Banking Studies
Northeastern University 1982 — 1986
Engineering, Computer Science
Fidelity Investments, PWI June 2014 - Present
State Street Corporation 2010 - May 2014
State Street Bank 2006 - 2010
State Street Global Link 2001 - 2006
Fidelity Investments 1997 - 2001
Fidelity Investments Systems Company 1996 - 1997
Andersen Consulting (now Accenture) 1996 - 1997
Impact Software Systems 1992 - 1995
Digital Equipment Corporation (now HP) 1987 - 1993
Skills
Big Data, Hadoop, Agile Methodologies, Enterprise Architecture, Software Development, FIX, Trading Systems, Complex Event Processing, Systems Integration, Data Integration, Electronic Trading..., Solutions Architecture, Distributed Systems, Electronic Trading, Integration
Education
Northeastern University
B.S., Computer Science
Self Study
Similasan Corp. June 2012 - Present
IQNavigator July 2008 - December 2011
Janus Capital February 1997 - May 2008
State Street Bank 1994 - January 1997
Skills
Oracle E-Business Suite..., Advanced Excel, Oracle E-Business Suite, SaaS, Microsoft Excel, Vendor Management, Accounts Payable, Account Reconciliation, Accounting, Process Improvement, Leadership, Accounts Receivable, Analysis, Team Building, Financial Reporting, Program Management
Education
Northeastern University 1989 — 1993
My Job Wave July 2012 - Present
MOUNTAIN, LTD. December 2010 - February 2012
Not Just Frosting! 2009 - 2010
ALG Partners 2008 - 2009
The Systems Group 2007 - 2008
State Street Global Advisors (SSgA) 2005 - 2007
State Street Bank 2003 - 2005
Skills
Consulting, Human Resources, Healthcare, Applicant Tracking..., Technical Recruiting, Process Improvement, Employee Relations, Talent Acquisition, Training, Team Building, Microsoft Office, Financial Services, Microsoft Excel, Customer Service, Account Management, Data Analysis
Education
Northeastern University 1997 — 2002
Bachelors, Psychology, Women's Studies & American Sign Language
Sanford High School 1994 — 1997
IBM January 2014 - Present
Weightwatchers 2007 - December 2013
iSOFT 2005 - 2006
Invensys 2003 - 2005
State Street Bank 2001 - 2002
Skills
SDLC, Software Configuration..., Release Management, Requirements Analysis, Agile Methodologies, Project Management, Integration, Change Management, Management, XML
Education
Northeastern University 2000 — 2002
University of Madras
State Street Bank June 1998 - Present
Chase Global Funds Services Company February 1990 - May 1998
State Street Bank October 1988 - January 1990
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Management, Asset Management, Fixed Income, Equities, Finance, Financial Services, Securities, Mutual Funds, Investments, Risk Management, Portfolio Management
Education
Northeastern University 1989 — 1993
Master of Technical and Professional Writing, Law
Saint Michael's College 1984 — 1988
Bachelor of Arts (BA), Double major in Business Administration and English
Timlin Enterprises May 2014 - Present
Jornata May 2013 - April 2014
Novartis Institutes for BioMedical Research March 2012 - April 2013
Neighborhood Health Plan November 2010 - March 2012
Neighborhood Health Plan February 2009 - November 2010
State Street Bank 2007 - 2009
Coverys November 2004 - April 2007
Procter & Gamble 1995 - 2004
Coverys July 1993 - October 1995
National Committee On Property Insurance March 1992 - July 1993
Skills
MS Office Suite, SharePoint, Website Development, Digital Photography, Event Planning, Screenwriting, Brightwork, InfoPath, Camtasia, Microsoft Office, Content Management, Business Intelligence, SharePoint Designer, Business Process, Project Management, Training, Analysis, Project Planning, Management, Project Portfolio..., Visio, Testing, Program Management, Business Analysis, Consulting, Process Improvement, Microsoft SQL Server
Education
Northeastern University 1996 — 2003
BS, Technical Communications (Technical Writing/Internet Technologies), 3.9
State Street Bank February 2014 - Present
State Street Bank July 2012 - February 2014
State Street Bank July 2010 - June 2012
Proper Realty Group January 2009 - December 2009
Skills
Relationship Management, Sales Support, Project Management, Microsoft Excel, Transition Management, Bloomberg, PowerPoint, Fixed Income, Sales Operations, Management, Equities, Sales, CRM, Banking, Hedge Funds
Education
Northeastern University
Bachelor of Arts, Economics
State Street February 2014 - Present
State Street Bank December 2012 - February 2014
State Street Bank March 2010 - December 2012
State Street Bank July 2006 - March 2010
Skills
Process Improvement, Financial Reporting, Equities, Bloomberg, Account Reconciliation, Financial Services, Analysis, Accounting, Fund Accounting, Valuation, Mutual Funds, Financial Modeling, Asset Management, Securities, Banking, Capital Markets, Microsoft Excel, Portfolio Management, Fixed Income, Financial Analysis, Derivatives
Education
Northeastern University 2003 — 2008
Bachelor of Science (B.S.), Finance, General
Robert Half January 2009 - August 2012
Preparations Inc. August 2002 - August 2008
State Street Bank January 2006 - October 2007
Skills
Problem Solving, Microsoft Excel, Microsoft Word, Data Entry, Oral & Written..., Management, PowerPoint, Lotus Notes, Research, Event Planning
Education
Niagara University 2014 — 2015
Certificate in Financial Planning, Financial Planning and Services
Niagara University 2012 — 2013
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Niagara University 2011 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Niagara College 2008 — 2011
Advanced Diploma/Associates Degree, International Business/Trade/Commerce
Deloitte Consulting August 2015 - Present
Deloitte Consulting January 2012 - August 2015
Liberty Mutual July 2007 - January 2012
Fidelity Investments January 2007 - June 2007
Fidelity Investments April 2005 - December 2006
State Street Bank 2000 - 2003
Skills
Financial Analysis, Sarbanes-Oxley Act, Management Consulting, Auditing, Financial Reporting, Forecasting, Process Improvement, Business Analysis, Financial Modeling, Analysis, Internal Controls, Business Process..., Risk Management
Education
Northeastern University 1999 — 2003
Bachelors of Science, Accounting
eVestment July 2015 - Present
Pioneer Investments October 2005 - June 2015
MFS Investment Management August 1999 - October 2005
State Street Bank September 1996 - August 1999
Skills
Project Management, CRM, Proposal Writing, Marketing, Business Analysis, Process Improvement, Business Development, Investments, Series 7, Series 6, Series 63
Education
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Finance
Northeastern University 1991 — 1996
Bachelor’s Degree, Finance & Marketing
Boston College High School 1987 — 1991
High School
ING Investment Management March 2012 - Present
Anova Consulting Group January 2011 - February 2012
New York Life Retirement Plan Services, LLC April 2009 - 2011
New York Life Retirement Plan Services November 2005 - April 2009
New York Life Retirement Plan Services November 2000 - December 2005
New York Life Retirement Plan Services, LLC 1998 - 2000
Trust Consultants LLC 1995 - 1998
State Street Bank 1992 - 1998
Skills
Series 63, Series 6, Pensions, Financial Services, Retirement, Retirement Planning, Asset Management, Investments, Investment Advisory
Education
Northeastern University 1987 — 1992
Bachelor of Science, Business Management
PricewaterhouseCoopers July 1997 - Present
State Street Bank August 1992 - July 1997
Education
Northeastern University 1994 — 1997
MST, Taxation
University of Massachusetts Boston 1987 — 1992
BS, Accounting, Economics
TIAA-CREF February 2013 - Present
TIAA-CREF September 2011 - February 2013
HubSpot July 2010 - August 2011
SunGard October 2005 - July 2010
Pyramid Digital Solutions November 1999 - August 2005
State Street Bank November 1991 - November 1999
GTE Shareholder Services February 1987 - October 1991
Skills
Product Design, Business Requirements, CRM, Quality Assurance, Financial Services, SDLC, Business Analysis, Testing, MS Project, Usability Testing, Vendor Management, Process Improvement, Visio, Integration, Agile Methodologies, Business Process..., Inbound Marketing, Analytics, Business Intelligence, Project Management, Management, Business Process, Web Analytics, Microsoft SQL Server, Agile Project Management, Product Development, Program Management, SQL, Software Documentation, Oracle
Education
Northeastern University
Accounting
Raytheon July 2006 - Present
Raytheon July 2006 - September 2010
Earth Tech, a Tyco Interational Company September 2004 - July 2006
Earth Tech October 2003 - September 2004
Quallaby Corporation 1999 - 2003
State Street Bank 1998 - 1999
Daymarc Corporation 1996 - 1999
Sony Electronics 1995 - 1996
Skills
Projects, CISSP, CCNP, Security, Project Management, Data Center, Information Security, Computer Security, Networking, Active Directory, ITIL, Disaster Recovery, Integration, Network Security, Leadership, VMware ESX, IT Management, Strategy, Systems Engineering, Information Technology, Enterprise Architecture, System Administration, Virtualization, VMware, Information Security..., Windows Server, IT Operations, Microsoft Exchange, Unix, Business Continuity, Solaris, Network Administration, Servers, DNS, Firewalls, Cloud Computing
Education
Northeastern University 1992 — 1993
Biology
University of Massachusetts, Amherst 1987 — 1991
BS, Zoology
Private September 2014 - Present
Intralinks September 2013 - March 2014
NetAtlantic November 2012 - January 2013
CaseNET August 2011 - April 2012
Gomez - Web Performance June 2009 - January 2011
Emptoris Inc July 2007 - December 2008
NetScout Systems October 2003 - July 2007
CTC Communications 2000 - 2003
State Street Bank 1993 - 2000
Putnam Investments May 1987 - July 1993
Education
Northeastern University 1994 — 1998
Bachelor of Technology (B.Tech.), State of the Art Engineering Program
Service and Support Professionals Association 2003 — 2003
Certified Support Professional (CSP), Customer Support
Cohen Capitol Group, LLC October 2010 - April 2012
R. F. Lafferty & Co., Inc January 2006 - September 2010
Professional Execution Services January 2002 - January 2006
Pershing September 2000 - December 2001
R. F. Lafferty & Co., Inc. January 1999 - July 1999
State Street Bank January 1997 - July 1997
Skills
Financial Modeling, Bloomberg, ETFs, Capital Markets, FINRA, Bonds, Options, Budget Forecasts, Financial Analysis, Cash Flow, Chartered Financial..., Investment Banking, Strategic Financial..., Forecasting, DCF Valuation, Bloomberg Terminal, Valuation, Due Diligence, Financial Statement..., Series 7, Series 63, Series 86, Series 87, Series 55, Capital Project Planning, Actual vs Budget, Technology, Financial Accounting, Fast-paced, Balance Sheet, Cash-flow Management, Contract Negotiation, ADP Payroll, Accounts Payable, Pivot Tables, Vlookup, Highly Detailed, Equity Trading, Sales, Sales Management
Education
Northeastern University 1995 — 2000
Bachelors of Science in Business Adminstration, Accounting/Finance
Pascack Hills High School 1991 — 1995
Northeastern University September 2014 - January 2015
VMware January 2014 - October 2014
Johnson & Johnson January 2013 - June 2013
State Street Bank January 2012 - August 2012
Skills
Data Analysis, Email Marketing, Digital Marketing, Marketing, Social Media Marketing, Content Management, Teamwork, Agency Coordination, Salesforce.com, Demand Generation, Content Marketing, Time Management, Microsoft Office, PowerPoint, Windows, Microsoft Excel, Research, Microsoft Word, Public Speaking, Performance Reporting, Networking, Customer Service, Event Planning
Education
Boca Raton High School 2006 — 2010
Northeastern University
Bachelor of Science (B.S.), Marketing & Finance
EMC September 2014 - Present
Accenture January 2011 - September 2014
State Street Bank October 2003 - July 2010
Thomson Financial July 1998 - October 2003
Osicom Technologies June 1997 - July 1998
TNT Vacations 1994 - 1997
Skills
Management, Financial Analysis, Finance, Forecasting, Mergers & Acquisitions, Strategy, Process Improvement, Leadership, Accounting, Financial Modeling
Education
Northeastern University 1986 — 1991
BS, Finance/Management
Hamburg High School
State Street June 2015 - Present
State Street Bank March 2014 - June 2015
State Street Bank February 2010 - March 2014
Boardwalk Properties June 2009 - September 2009
Merrill Lynch July 2007 - January 2008
Aviva plc July 2006 - January 2007
Skills
Mutual Funds, Fixed Income, Accounting, Money Market Funds, Excel, Financial Reporting, Trade Operations, Loan Servicing, Credit, Bloomberg, Securities, Credit Derivatives, Analysis, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (MBA), Accounting
Northeastern University 2012 — 2013
Graduate Certificate of Advanced Study in Management
Northeastern University 2004 — 2009
Bachelor of Science, Economics
Boston Financial Data Services July 2015 - Present
LoJack Corporation April 2014 - May 2015
Universal Technical Institute September 2008 - March 2014
Univeral Technical Institute April 2009 - April 2010
Ropes & Gray LLP June 2005 - May 2008
State Street Corporation March 1998 - June 2000
Catapult Software Training Company March 1996 - March 1998
State Street Bank August 1992 - March 1996
Skills
Leadership, Campus, Adult Education, Staff Development, Leadership Development, Conflict Resolution, Organizational..., Public Speaking, Coaching, Employee Relations, Strategic Leadership, Talent Management, Training, Management, Instructor-led Training, Team Building, Teaching, Process Improvement, Performance Management, Budgets, Employee Training, Resume Writing, Admissions, Change Management, Onboarding, E-Learning, Interviews, Instructional Design, Recruiting, Customer Service, Higher Education, Career Development
Education
Northeastern University 2011 — 2012
Masters of Science, Leadership, 3.9
Northeastern University 2009 — 2011
Bachelor of Science, Leadership, 3.85
Aquinas College of Milton 1989 — 1991
A.S., Excecutive Secretary
Vendini, Inc. November 2009 - Present
ClickBase Corporation July 2009 - November 2009
Avitar, Inc. 2006 - 2008
Pegasystems 2005 - 2006
Heroix Corporation 2000 - 2004
Fidelity Investments 1999 - 2000
State Street Bank 1997 - 1999
Fidelity Investments 1992 - 1997
Skills
Account Management, SaaS, CRM, Enterprise Software, Vendor Management, Selling, Contract Negotiation, Sales Management, Sales Operations, Program Management, Management, Sales, Project Management, Training, Telecommunications, Cold Calling, Strategic Partnerships, Product Development, Marketing, Customer Service, Executive Management, Business Development, Negotiation, Sales Process, Direct Sales, Leadership, Solution Selling, Salesforce.com, Professional Services
Education
Northeastern University
Bachelor of Science, Business and Liberal Arts
BGC Partners October 2013 - Present
Barclays Investment Bank August 2012 - August 2013
State Street Bank November 2009 - August 2012
Morgan Stanley Investment Management June 2007 - November 2009
Citigroup September 2005 - June 2007
Citigroup June 2003 - September 2005
Citigroup October 2002 - June 2003
Citigroup July 2002 - October 2002
Skills
Equities, Bloomberg, Fixed Income, Portfolio Management, Trading Systems, Settlement, Microsoft Office, Leadership, Securities, Analysis, Customer Service, Asset Management, Research, Derivatives, Financial Services, Data Conversion, Balance, Euroclear, Outlook Express, Wiring, Asset Managment, Citrix XenApp, VCSC, eSupport Console, Rates Matched, BGC Broker, GMO, Infoview, JIRA, Putty, Sale Force, EIS, GFI
Education
Stony Brook University 1997 — 2001
Bachelor of Arts
Norfolk State University 1996 — 1997
EMD Serono, Inc. April 2015 - Present
EMD Serono, Inc. November 2010 - April 2014
Dorel Juvenile Group January 2006 - December 2009
PMA Consultants LLC July 2004 - September 2007
State Street Bank May 2002 - October 2003
Skills
Software Documentation, Management, Marketing, Event Planning, Program Management, Customer Service, Market Research, Microsoft Office, Data Entry, SAP, Budgets, CRM, Time Management
Education
Northeastern University 2008 — 2010
AS Business, Marketing
Northeastern University 2006 — 2010
BA Business, Management
state street bank
Skills
Financial Services, Mutual Funds, Equities, Fixed Income, Account Management, Portfolio Management, Banking, Derivatives, Financial Analysis, Microsoft Excel, Trading, Microsoft Office, FX Options, Accounting
Education
Northeastern University 2012 — 2015
Bachelor's degree, Accounting and Finance
CD-adapco February 2012 - June 2015
Nectar Services Corp. August 2009 - November 2011
Analogic August 2004 - February 2009
Logiclever Corp. October 2002 - July 2004
State Street Bank May 2000 - October 2002
BISCOM Inc. March 1999 - April 2000
ESI Technology Corp August 1996 - March 1999
Skills
Java, C++, C, DirectX, OpenGL, VTK, Numerical Method..., Multithreading Parallel...
Education
Northeastern University 1992 — 1997
Ms, CAD
Northeastern University 1991 — 1994
Master of Science (MS), ThermalFluids
State Street October 2014 - Present
State Street Bank January 2011 - Present
State Street Bank June 2008 - December 2010
Lajoie Investigations, Inc June 2005 - June 2008
Massachusetts Bay Transportation Authority July 2003 - April 2005
Criminal History Systems Board December 2001 - July 2003
Skills
Management, Internal Audit, Corporate Actions, Audit, Financial Services, Bloomberg, Equities, Internal Controls, Investments, Finance, Microsoft Excel, Asset Management
Education
Northeastern University 2000 — 2005
Bachelor of Science, Criminal Justice
Fund of Hedge Funds May 2014 - Present
Fidelity Investments February 2011 - May 2014
Fidelity Investments December 2009 - February 2011
Fidelity Investments November 2005 - December 2009
State Street Bank January 2004 - November 2005
Education
Northeastern University
Bachelor of Science in Business Administration, Finance Concentration
State Street March 2015 - Present
State Street Bank August 2013 - March 2015
Liberty Mutual Insurance April 2012 - August 2013
US Navy Reserve April 2005 - March 2013
State Street January 2009 - December 2012
Goldman Sachs July 2008 - December 2008
State Street May 2007 - June 2008
Skills
Excel, Access, Visio, Word, Bloomberg, Documentum, SharePoint, MLS, Active Directory, TSM, NT, Unix, Aperture, BMC Patrol, Remedy, Financial Analysis, Financial Accounting, Workflow, Real Estate, Real Estate Investment, Real Estate Transactions, Real Estate Financing, Multi-family, Business Analysis, Business Process, Argus, Cash Flow Forecasting, Cash Flow, Leases, Military Leadership, Military Experience, Microsoft Office, Account Reconciliation, Operations, Securities Lending, Data Center, Disaster Recovery, Analysis, Systems Analysis, Microsoft Excel, CISA, COBIT, IT Audit, Investment Properties, Microsoft Word, BMC Remedy, Information Technology, Finance, Backup & Restore, Change Management
Education
Northeastern University 2014 — 2016
Master of Business Administration (M.B.A.), High Technology Management
Northeastern University
BSBA, Finance & Management Information Systems, Cum Laude
Boston Latin Academy
High School, College Prep
GearsCRM March 2012 - Present
dynaTrace Software July 2011 - March 2012
High Street Partners February 2009 - February 2011
L.E.K. Consulting August 2006 - February 2009
Investors Bank & Trust 2003 - 2006
State Street Bank October 2001 - April 2003
Skills
Salesforce.com, Business Analysis, CRM software, Vendor Management, Vendor Relations, Channel Optimization, Business Process..., Business Process Design, IT Operations, Gap Analysis, SDLC, CRM, Process Improvement, Cloud Computing, Business Process, Systems Analysis, Business Development, Sales Operations, Enterprise Software, SaaS, Consulting, Professional Services, Software Project..., Requirements Analysis
Education
Northeastern University
N/A, Business Management
Aegerion Pharmaceuticals January 2015 - Present
Goulston & Storrs April 2014 - January 2015
Bank of America May 2014 - November 2014
Year Up December 2013 - November 2014
Pearson North America March 2012 - March 2014
State Street Bank January 2007 - February 2012
Geek Squad July 2009 - August 2011
Year Up 2006 - 2007
Skills
Desktop Support, Computer Repair, Active Directory, Windows 7, Software Installation, Windows XP Professional, Mac OS X, McAfee, Symantec Endpoint..., Filemaker Pro, BMC Remedy, XP, Remedy, Troubleshooting, Computer Hardware, Windows Server, Casper, reme, Technical Support, Laptops, Windows XP, OS X, Printers, Networking, Microsoft Office, Hardware
Education
Northeastern University 2011 — 2015
Network Security and system management
Year Up 2006 — 2007
Information Technology
Madison Park Technical Vocational HS 2002 — 2006
High School, Computer Science
Sun Life Financial 2014 - 2014
Upromise 2013 - 2013
State Street Bank 2012 - 2012
John Hancock Financial Services 2011 - 2011
Sun Life Financial 2008 - 2010
MetLife 1992 - 2008
Skills
Finance, Financial Reporting, Accounting, General Ledger, Variance Analysis, Mergers & Acquisitions, Auditing, Budgets, Financial Statements, Investments, Portfolio Management, Business Planning, PeopleSoft, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Account Reconciliation, GAAP
Education
Northeastern University
BS, Accounting
University of Massachusetts Boston
BA, Applied Mathematics
Omega RMS, LLC May 2013 - Present
State Street Bank January 2012 - May 2013
Universal Account Servicing September 2009 - December 2011
Skills
Account Reconciliation, Accounting, Accounts Receivable, Accounts Payable, Fund Accounting, Financial Statements, Finance, Payroll, Financial Accounting, Account Management, General Ledger, Bank Reconciliation, Financial Analysis, Financial Reporting, Accruals, Microsoft Excel, Budgets, Customer Service, Management
Education
Missouri Western State University - Steven L. Craig School of Business 2009 — 2011
Bachelor of Science (B.S.), Accounting and Finance
North Central Missouri College 2007 — 2009
Associate of Arts (A.A.), Business
State Street August 2015 - Present
State Street Bank October 2013 - July 2015
PwC August 2008 - October 2013
Skills
CPA, IFRS, GAAP, Accounting, Sarbanes-Oxley Act, SEC filings, Internal Audit, Financial Analysis, Financial Audits, Financial Modeling, Due Diligence, Business Valuation, Corporate Finance, Financial Statements, Internal Controls, Financial Accounting, External Audit, Assurance, Finance, Big 4, Auditing, Private Equity, Risk Management, Analysis, Financial Services, Financial Risk, Microsoft Excel, Financial Reporting, Investments, Banking
Education
Northeastern University 2003 — 2008
Bachelor's degree, Accounting and Finance
Schlumberger-Doll Research October 2010 - Present
Boston Medical Center HealthNet Plan September 2005 - December 2009
Private 2004 - 2005
The Gillette Company January 1999 - January 2004
Gillette 1973 - 1999
State Street Bank September 1970 - November 1973
Skills
Customer Service, Organization, Online Research, Property Management, Healthcare, PeopleSoft, Outlook, Lotus Notes, Administrative..., Access, HIPAA, Process Scheduler
Education
Northeastern University
Bachelor of Science Degree, Business Administration, Management
The Boston Globe September 2013 - March 2014
State Street Bank January 2012 - August 2012
The Boston Globe January 2010 - December 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, English, Time Management, Social Media, Human Resources
Education
Northeastern University 2014 — 2016
Graduate Certificate, Human Resources Management/Personnel Administration, General
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration, Business Administration and Management, General
Abt Associates February 2014 - Present
The Boston Consulting Group September 2012 - December 2013
KPMG US January 2011 - March 2011
State Street Bank January 2010 - June 2010
State Street Global Advisors January 2009 - June 2009
Bedens Brook Country Club May 2005 - August 2008
Red Cross April 2007 - July 2007
Skills
Microsoft Excel, Bloomberg, Financial Analysis, Analysis, PowerPoint, Outlook, Microsoft Word, Accounting, Finance, General Ledger, Accounts Receivable, Auditing, Account Reconciliation, Financial Reporting
Education
Northeastern University 2007 — 2012
Bachelor of Science, Business Administration; Accounting/Finance
Paragon Group October 2013 - Present
And They Cooked Happily Ever After March 2012 - Present
METALCON International August 2005 - March 2013
Nashoba Valley Winery September 2009 - December 2010
State Street Bank June 2004 - August 2005
Skills
Website Management, Email Marketing, Social Media Marketing, Database Administration, Financial Reporting, PowerPoint, Graphic Design, Blogging, Google Analytics, WordPress, Vertical Response, Dreamweaver, Photoshop, Webmaster Services, Social Media, Brochures, Facebook, Event Planning, Digital Marketing, HTML, Marketing
Education
Providence College 2000 — 2004
Bachelor of Arts (B.A.), Liberal Arts and Business
Universidad de Salamanca
Northeastern University 2006 — 2008
Certificate, Meeting & Event Management
Matrix Managed Solutions December 2006 - November 2014
Coldwell Banker RealtyWorks July 2004 - November 2006
Contract Consultant 2002 - 2004
Exodus Professional Services January 1999 - June 2001
Sapient January 1997 - December 1998
Edgewater Technology August 1995 - December 1996
State Street Bank 1993 - 1995
Catalyst Consulting 1989 - 1993
Skills
Project Management, Project Planning, Relationship Management, Professional Services, Program Facilitation, PMBOK, PMO, Business Analysis, SDLC, Oracle, SharePoint, MS Project, Vendor Management, Integration, Visio, Management Consulting, Cross-functional Team..., Business Intelligence, Software Development, Quality Assurance, Agile Methodologies, Microsoft Project
Education
Northeastern University
BSBA, Management Information Systems
The Knowledge Academy 2013 — 2013
Project Management Book of Knowledge
HubSpot September 2012 - Present
State Street Bank September 2010 - September 2012
Co3 Systems March 2009 - September 2010
Fidelity Investments July 2005 - March 2009
Fidelity Investments, Fidelity Systems Company January 2002 - July 2005
InterOPS Management Solutions July 2000 - June 2002
Fidelity Investments, Fidelity E-Commerce January 1993 - July 2000
Skills
Program Management, Vendor Management, SDLC, IT Strategy, Security, Integration, Enterprise Architecture, Governance, Project Management, SaaS, PMO, Leadership, Information Security, Management, Strategy, Change Management, Outsourcing, Data Center, Information Technology, Team Leadership, Business Continuity, E-commerce, Cloud Computing
Education
Northeastern University
Self Employed January 2008 - September 2013
Mortgage Strategies Group 2002 - 2007
The Hartford 1998 - 2001
State Street Bank 1996 - 1997
Skills
Loan Modifications, Foreclsoure Prevention, Short Sales, Loss Mitigation, Property, Mortgage Banking, Residential Mortgages, Loan Origination, Real Estate Transactions, Sales, Mortgage Lending, Marketing Strategy, Credit, Loans, Real Estate, Refinance, First Time Home Buyers, Foreclosures, Investments, Sales Management, Budgets, Customer Service, Team Building, Finance, FHA, Loan Servicing, Banking, Real Estate Economics, Auditing, Strategic Planning
Education
Northeastern University 1990 — 1995
Bachelor Science, Finance & Real Estate
Avon High
Avon High
Avon High
State Street Bank and Trust Co. October 2007 - March 2014
State Street 2005 - 2007
State Street Bank 2000 - 2005
Skills
Financial Services, Securities Lending, Collaborative Problem..., Research, Corporate Actions, Back Office, Middle Office, Settlement, Operations Management, Microsoft Excel, Microsoft Word, Customer Service, Team Building, Operational Risk, Client Relations Skills, Equities, Work in A Fast Paced..., Positive Team Player, Process Improvement, Management, Fund Administration, back off, midd, Fixed Income, Securities, Risk Management, Mutual Funds, Bloomberg, Asset Management
Education
Northeastern University
State Street Bank and Trust April 1999 - Present
State Street Bank 1999 - 2007
Education
Northeastern University 2000 — 2007
Realty Capital Securities December 2013 - Present
Columbia Management August 2010 - November 2013
John Hancock 2006 - August 2010
Signator Investors September 2005 - 2006
State Street Bank June 2002 - 2003
Skills
Annuities, Mutual Funds, Series 7, Series 63, Pensions, Securities, Retirement Planning, Series 6, Insurance, Investments, Public Speaking, Consultative Selling, Retirement, Series 66, Fixed Annuities, Life Insurance, FINRA, Financial Services, Portfolio Management, Asset Allocation, Finance
Education
Northeastern University 2000 — 2005
BSBA, Finance and Management
State Street Bank July 2000 - Present
Education
Northeastern University 1974 — 1979
W.E. Donoghue & Co., Inc. June 2014 - Present
Liberty Square Asset Management December 2008 - October 2013
Liberty Square Asset Management May 2004 - December 2008
BISYS Hedge Fund Services, Inc. September 2003 - May 2004
State Street Bank January 2001 - June 2001
Skills
Hedge Funds, Bloomberg, Equities, Securities, Asset Managment, Investments, Derivatives, Financial Markets, Trading, Strategy, Asset Management, Portfolio Management, Fund Accounting, Middle Office, Investment Management, FX Options, Fixed Income
Education
Northeastern University 1998 — 2003
BS, Finance & Entrepreneurship
Charles River Laboratories August 2011 - Present
Investment Banking Institute 2012 - 2012
State Street Bank June 2008 - January 2011
Sapient July 2007 - June 2008
Procter & Gamble January 2006 - December 2006
Eaton Vance 1999 - 2002
Skills
Financial Modeling, Financial Analysis, Financial Planning, Microsoft Excel, Financial Reporting, Strategic Financial..., Research, PowerPoint, Analysis, Budgets
Education
Northeastern University 2002 — 2007
business Admin, Finance
State Street Bank July 2007 - Present
ProMutual Group November 2004 - April 2007
The Gillette Company November 1995 - November 2004
Education
Northeastern University
BS, Technical Communications
East Side Clinical Laboratory April 2015 - Present
CDI Corporation April 2014 - May 2014
CVS Caremark Corporation March 2010 - November 2013
Human Services Management Corporation March 2008 - August 2009
Prime Mortgage Financial October 2006 - January 2008
State Street Bank & Trust 1989 - 1994
State Street Bank 1988 - 1994
Skills
Hyperion Enterprise, Financial Analysis, Accounting, Finance, Financial Reporting, Forecasting, General Ledger, SAP, Sarbanes-Oxley Act, Account Reconciliation, Analysis, Budgets, Hyperion
Education
Northeastern University 1987 — 1993
State Street December 2014 - Present
State Street April 2011 - November 2014
State Street Bank November 2007 - April 2011
Bank of America July 2005 - November 2007
Skills
Fixed Income, Equities, Financial Services, Investments, Financial Analysis, Asset Management, Securities, Derivatives, Microsoft Excel, Risk Management, FX Options
Education
Northeastern University 2001 — 2005
Bachelor of Arts (B.A.), Journalism
J.P. Morgan November 2009 - Present
State Street Bank July 2003 - November 2008
Deutsche Bank June 1993 - July 2003
Skills
Employee Benefits, Retirement
Education
North Carolina Agricultural and Technical State University 1980 — 1984
BS, Accounting
State Street September 2013 - Present
State Street September 2011 - Present
State Street Bank December 2010 - Present
Acadian Asset Management June 2006 - January 2009
Whitridge Associates January 2005 - May 2006
Emind Software, Delhi September 2002 - March 2003
Satyam Computers January 2000 - September 2002
Skills
HRIS, Recruiting, Human Resources, PeopleSoft, Talent Acquisition, Onboarding, Talent Management, Applicant Tracking..., Management, Process Improvement
Education
Symbiosis institute of Management Studies 1998 — 2000
MBA
St. Francis College, Hyd 1995 — 1998
B.Com.
Northeastern University
State Street Bank June 2013 - Present
State Street Global Advisors June 2008 - May 2013
Skills
Business Analysis, SDLC, Visio, Vendor Management, SharePoint, Disaster Recovery, Financial Services, Process Improvement, Requirements Analysis, Asset Management, Data Analysis, IT Strategy, Risk Management, Project Management, Software Development, Requirements Gathering
Education
Northeastern University 2003 — 2008
BSBA, MIS, Management, Economics
Straumann December 2012 - Present
Straumann USA November 2004 - December 2012
Invivo Surgical Systems, Inc. February 2001 - November 2004
State Street Bank June 1998 - June 2000
Skills
Sales, Medical Devices, Negotiation, Strategic Planning, Team Leadership, Organizational..., Dental Implants, Capital Equipment Sales, Spinal Implants, Spine, Neurosurgery, Surgeons, Operating Room, Market Development, Medical Sales, Dental Sales, Dentistry, Surgical Device Sales, Sales Operations, Surgical Instruments, Healthcare, Capital Equipment, Hospitals, Disposables, Biologics, Sales Force Development, Interventional Radiology, Orthopedic, Surgery, Sales Effectiveness, Product Launch
Education
Nichols College 2007 — 2011
MBA, Organizational Leadership
Saint Anselm College 1994 — 1998
Bachelors, Science
State Street Bank AVPState Street Global Markets2006 - Present
Skills
Fixed Income, Unix, Equities, Trading Systems, SQL, Software Project..., Requirements Analysis, Derivatives, Agile Methodologies, Electronic Trading, SDLC, Business Analysis, Enterprise Architecture, Oracle, Requirements Gathering
Education
Northeastern University 2009 — 2012
Master of Business Administration (M.B.A.), Finance and International Business
Sri Ramaswamy Memorial Engineering College 1989 — 1993
Bachelor of Engineering (B.E.), Computer Science
Fidelity Investments December 2013 - June 2014
Fidelity Investments July 2012 - December 2013
Fidelity Investments March 2011 - July 2012
Fidelity Investments October 2010 - March 2011
MetLife 2010 - 2010
State Street Bank 2007 - 2008
Brown Brothers Harriman 2007 - 2007
Skills
Bloomberg, Fixed Income, Portfolio Management, Securities, Mutual Funds, Finance
Education
Northeastern University 2008 — 2010
Ms, Leadership
University of Massachusetts Boston 2001 — 2006
Bachelor of Science (B.S.), Economics
Fidelity Investments May 2012 - Present
Fidelity Investments July 2010 - May 2012
Fidelity Investments May 2006 - July 2010
Fidelity Investments April 2004 - May 2006
State Street Bank June 2003 - April 2004
Education
Northeastern University
Bachelor's, Finance
St Thomas Aquinas High School
Liberty Mutual Insurance Company February 2006 - Present
SUNGARD SECURITIES PROCESSING October 2004 - February 2006
State Street Bank February 2000 - July 2003
Skills
Troubleshooting, Disaster Recovery, Cisco Routers, Vendor Management, Networking, Network Design, Software Installation, Cisco Nexus, Visio, Data Center, Cisco Technologies, Network Security, Servers, VoIP, Process Improvement, Network Administration
Education
University Of Phoenix
Master's degree, Management Information Systems
Northeastern University
Bachelor's degree, Management Information Systems
State Street Bank July 2007 - Present
State Street Bank July 2007 - Present
Investors Bank & Trust 2004 - 2009
Skills
Mutual Funds, AML, Equities, Securities, Team Leadership, ETFs, Fund Accounting, Transfer Agency, Fixed Income
Education
Nichols College 1991 — 1995
Bachelor's degree, Accounting and Business/Management
Veson Nautical January 2011 - Present
State Street Bank December 2005 - January 2011
Education
Northeastern University 2002 — 2005
B.S. in BA, Finance and MIS (Management Information Systems)
Northeastern University 2002 — 2005
B.S. in BA, Finance and MIS (Management Information Systems)
State Street January 2007 - Present
State Street Bank February 1990 - January 2007
Education
Nichols College 1983 — 1987
BSBA, Finance
BNY Mellon September 1991 - Present
State Street Bank 1989 - 1991
Estabrook Capital Management LLC 1988 - 1989
Skills
Mutual Funds, Relationship Management, Banking, Global Custody, Business Relationship..., Series 7, Financial Services, Retirement, Options, New Business Development, Analysis, Risk Management, Series 63, Financial Risk, Investment Management, FX Options, Building Relationships, Team Leadership, Salesforce.com, Client Services, Middle Office, Settlement, Investment Banking, Investment Strategies, Funding, Strategic Financial..., Financial Planning, Financial Advisory
Education
Niagara University 1983 — 1987
BS Business Administration, Marketing
Pelham Memorial High School 1979 — 1983
Town of Hingham Conservation Commission September 2013 - Present
State Street Bank November 1985 - February 2013
Boston Financial Data Services 1980 - 1985
Skills
Securities Lending, Application Development, Metrics, Analysis, Customer Relations, Research, Equities, Microsoft Office, Customer Service, Securities, Collateral Management, Settlement, Swaps, Back Office, Business Analysis, Excel, Operations Management, Access, Client Service, Team Building, Team Leadership, Reconciliations, Business Intelligence, SQL, Financial Services, Risk Management, Hedge Funds, Microsoft Excel, Fixed Income, Bloomberg, Corporate Actions, Middle Office, Prime Brokerage, Fund Accounting, Mutual Funds, DTC, Trading Systems, Money Market, Bonds, Derivatives, FX Options, ETFs, Software Development
Education
Northeastern University
Two Four Consulting April 2015 - Present
Sun Life Financial November 2011 - March 2015
Nexaweb Technologies Inc December 2009 - November 2011
State Street Bank October 2005 - January 2009
State Street Bank 1996 - 2005
State Street Bank 1990 - 1996
Skills
SDLC, Project Planning, Change Management, Supplier Evaluation, Conflict Management, Project Management, Integration, Vendor Management, Quality Assurance, CRM, Management, Business Analysis, Cross-functional Team..., Enterprise Software, Software Project...
Education
Northeastern University
Bachelor, Business Administration
IT/Business Analyst for BCBS MA October 2014 - Present
State Street February 2009 - Present
State Street Bank 2004 - 2009
Technical Writer/Application Support February 2001 - 2004
Skills
Financial Services, Securities, Collateral Management, Corporate Actions, Global Custody, Technical Writing, Application Support..., General Web Development, IT Risk Management, Data Integrity, Content Management, Requirements Analysis, Access, Business Analysis, SDLC, Securities Lending, Requirements Gathering, User Acceptance Testing, Visio, Disaster Recovery
Education
North Shore Community College 2011 — 2013
Certificate in Web Development, Web/Multimedia Management and Webmaster
Northeastern University 1995 — 2000
BA, Technical Communications
Massachusetts Bay Transportation Authority February 2011 - Present
SunGard Global Services April 2010 - February 2011
State Street 1989 - 2009
State Street Bank 1989 - 2009
Skills
SDLC
Education
Northeastern University
Bachelors, Finance / Management
State Street Bank February 2012 - Present
Skills
Securities, Fixed Income, Middle Office, Equities, Investments, Business Analysis, Finance, Financial Analysis, Valuation, Corporate Actions, Bloomberg
Education
Northeastern University 1996 — 1999
BA, History
Northeastern University 1996 — 1999
Bachelor of Arts (B.A.), History
NSTAR Electric March 2007 - Present
State Street Bank 2003 - 2007
Skills
Financial Modeling, Analysis, Renewable Energy, Program Management, Energy, Project Management, Business Analysis, Business Process..., Project Planning, Risk Management
Education
Northeastern University
Finance
Chelsea Cottages, Mount Desert, ME September 2009 - Present
Suffolk County District Attorney's Office August 2013 - December 2013
Norfolk Probate and Family Court Division, Public Interest Law Clinic September 2012 - January 2013
Independent Consultant October 2003 - September 2009
Ellsworth Public Schools September 2003 - September 2009
Union 92 and Ellsworth Public Schools September 2002 - September 2004
Kidspeace Center April 1995 - September 2002
Boston Public Schools January 1980 - January 1991
State Street Bank January 1987 - January 1988
Skills
Special Education, Curriculum Development, Social Services, Curriculum Design, Lesson Planning, Tutoring, Program Management, Developmental..., System Administration, IEP, Behavior Modification, Budgets, Interviews, Technology Needs..., Educational Leadership, Classroom, K-12, Differentiated..., Classroom Management, Literacy, Trial Preparation, Client Counseling, Real Estate, Legal Research
Education
New England Law/Boston 2011 — 2014
Doctor of Law (J.D.), Special Education Law/juvenile Criminal Law
University of Maine 1997 — 2002
M.Ed, Education
University of Maine 1997 — 2002
Master of Education, Special Education (Administration)
Northeastern University 1984 — 1987
Bachelor of Science, Economics; Social Studies
Northeastern University 1979 — 1984
M.A. Econ, Money and Banking
Northeastern University 1979 — 1984
Master, Economics; Money and Finance
Technisource Inc. August 2009 - September 2010
Putnam Investments 2003 - 2008
Putnam Investments 1999 - 2003
Putnam Investments 1997 - 1999
Putnam Investments 1995 - 1997
Putnam Investments 1993 - 1995
State Street Bank 1991 - 1993
Skills
Finance, Financial Analysis, Financial Modeling
Education
University of Massachusetts Dartmouth 1989 — 1991
BS, Finance
Northeastern University 1984 — 1987
Smith & Nehew April 2014 - February 2015
Smith and Nephew 2013 - 2013
Single Digits, Inc. May 2011 - July 2012
Bedford Drywall Corporation January 2006 - January 2009
Bletzer Realty June 2004 - December 2005
World Savings November 2002 - June 2004
Labor Ready January 2002 - November 2002
xpedx August 2000 - January 2002
State Street Bank February 1999 - August 2000
Skills
Microsoft Office, Invoicing, Financial Analysis, Training, Accounts Receivable, Management, Customer Service, Payroll, Account Reconciliation, Accounts Payable, Accounting, Managerial Finance
Education
Northeastern University 1992 — 1997
Bachelor, Accounting, Finance
Brown Brothers Harriman December 2013 - Present
Citizens Bank May 2013 - December 2013
State Street Bank February 2007 - April 2012
Bank of America October 1996 - February 2007
Fidelity Investments October 1986 - October 1997
Skills
Sanction, Risk Management, OFAC, KYC, Mutual Funds, Financial Risk, AML, Bank Secrecy Act, Operational Risk..., USA PATRIOT Act, Banking, Compliance, Due Diligence, Financial Services, Operational Risk, Securities
Education
Northeastern University 1981 — 1986
Bachelor of Science, Pre-Law
State Street Bank April 1986 - Present
Coastal Stars 2005 - 2009
state street 1986 - 2009
State Street 1986 - 2009
Skills
Fixed Income, Mutual Funds, Securities, Business Analysis, Equities, Asset Management, Fund Accounting, Fund Administration, Global Custody, Financial Services, Derivatives
Education
Northeastern University 1997 — 2000
Bachelors, Business Administration
MetLife May 2014 - Present
CompuCom / GE Healthcare November 2010 - October 2013
State Street Bank 2005 - 2009
State Street Bank 2000 - 2005
Starwood Hotels & Resorts Worldwide, Inc. 1997 - 2000
Skills
Disaster Recovery, Network Security, Security, Active Directory, ITIL, VMware, Data Center, Firewalls, Information Security, Cisco Technologies, Virtualization, Networking, Troubleshooting, IT Operations, Citrix, Servers
Education
Northeastern University
Business Administration
Fish & Richardson P.C. November 2013 - Present
State Street Bank February 2011 - September 2012
State Street Bank May 2007 - October 2008
Jacob Realty February 2006 - June 2007
Skills
Mutual Funds, Retirement Planning, Bloomberg, Securities, Microsoft Excel, Accounting, Account Reconciliation, Financial Statements, Portfolio Management, Asset Allocation, Payments, Funding, Investments, Equities, Financial Services, Asset Management, Team Leadership, Communication, Microsoft Office, Financial Reporting, Strategic Planning
Education
Suffolk University - Sawyer School of Management 2001 — 2005
BSBA, Marketing
Suffolk University
Bachelor of Science
North Shore Community College
Pharmacy Certificate
State Street Bank Senior Custody SpecialistState Street Corporation2008 - Present
Skills
Fund Accounting, Mutual Funds, Bloomberg
Education
Northeastern University 2010 — 2012
State Street Bank 1995 - Present
State Street Bank 1995 - Present
Education
Northeastern University
RBS Markets and International Banking August 2014 - Present
MFS Investment Management January 2013 - July 2013
State Street Bank January 2012 - June 2012
Chatham Partners January 2011 - June 2011
Skills
Project Management, Microsoft Excel, Marketing, Qualitative Research, Market Research, Research, PowerPoint, time management, Appointment Scheduling, Team Leadership, Public Speaking, Leadership, Access, Time Management, Financial Analysis, Social Media
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Finance and Investments
Holske Consulting LLC December 2013 - Present
Opera Solutions June 2010 - December 2013
Commonwealth of Massachusetts December 2006 - June 2010
Emptoris December 2000 - November 2006
Federal Home Loan Bank of Boston May 1998 - June 2000
Federal Home Loan Bank of Boston October 1995 - April 1998
Fidelity Investments February 1994 - October 1995
State Street Bank June 1992 - February 1994
New England Financial January 1993 - March 1993
First Chicago Trust Company of New York January 1991 - June 1991
Skills
Data Warehousing, Requirements Analysis, Business Analysis, Cognos, Data Analysis, Vendor Management, Oracle, SQL, Business Intelligence, Analytics, Strategy, CRM, Program Management, Enterprise Software, Project Management
Education
Northeastern University 1988 — 2003
BS, Finance, International Business
State Street Bank June 1997 - Present
Skills
Fixed Income, Securities, Bloomberg, Investments, Corporate Actions, Equities, Asset Management, Middle Office, Derivatives, Trading Systems, Mutual Funds, Fund Accounting, Portfolio Management, Financial Markets, Financial Services, Global Custody, Hedge Funds, Risk Management
Education
Northeastern University 1992 — 1997
BA, Finance/ Intl Business
MFS Investment Management January 2012 - Present
State Street Bank September 2000 - June 2005
JP Morgan Chase January 1994 - September 2000
Skills
Fund Accounting, SEC filings, Financial Analysis, Mutual Funds, Financial Reporting, Sarbanes-Oxley Act
Education
Nichols College 1986 — 1990
BA, Accounting
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman April 2011 - April 2015
Brown Brothers Harriman March 2007 - April 2011
Brown Brothers Harriman March 2007 - April 2008
State Street Bank December 2005 - March 2007
Skills
Bloomberg, Financial Services, New Business Development, Fixed Income, Equities, Securities, Financial Analysis, Fund Accounting, Corporate Actions, Business Analysis, Bloomberg Terminal, Derivatives, Microsoft Excel, Finance, Global Custody, Mircrosoft Visio, Project Management, Cost Management, Mutual Funds, Microsoft Office, Reuters, Manage Client..., Onboarding, Productivity, Operational Efficiency, Cost Efficiency, Staff Development, Staff Management, Team Leadership, Strategic Planning, Analysis, Accounting, Process Improvement
Education
Northeastern University 2011 — 2014
Masters of Business Administration (MBA), Specialization in Investments
Stonehill College 1997 — 2001
Liberal Arts, Economics
YieldQuest Securities, LLC January 2006 - Present
Bank of America September 2004 - December 2005
Bostonia Partners, LLC January 2003 - June 2003
State Street Bank June 2001 - January 2002
Skills
Series 7 and Series 66, Fixed Income, Equities, Investments, Securities, Mutual Funds, Trading, Bloomberg, Portfolio Management, Financial Analysis, Asset Management
Education
Northeastern University 1998 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Bridgton Academy
State Street Bank October 2010 - Present
Action for Boston Community Development (ABCD, Inc.) 2006 - 2010
City of Cambridge January 2004 - October 2006
Education
Northeastern University 2008 — 2010
Bachelor’s Degree, Bachelor of Science in Finance and Accounting Management, cum laude
MarketFactory September 2014 - Present
GE Capital July 2012 - July 2014
GE Capital: Real Estate January 2011 - June 2011
Goldman Sachs Reinsurance Group: Commonwealth Annuity January 2010 - June 2010
State Street Bank January 2009 - June 2009
Congressman Steven Israel October 2006 - June 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Finance, Bloomberg, Financial Reporting, Due Diligence, Hyperion Enterprise, Strategic Financial..., Portfolio Management, Managerial Finance, Business Analysis
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (B.B.A.)
Environmental Health Services, Inc. October 2012 - Present
State Street 1998 - 2011
State Street 1992 - 1998
State Street Bank 1989 - 1992
Skills
Word, Excel, PowerPoint
Education
Northeastern University
Business
State Street Bank December 2012 - Present
Brown Brothers Harriman & CO February 2011 - December 2012
PwC September 2007 - February 2011
Skills
Private Equity, Hedge Funds, Tax
Education
Northeastern University
MST
University of Rhode Island - College of Business Administration 2003 — 2007
B.S. in Business Administration, Accounting, Finance
Byfield Parish Church March 2010 - Present
State Street Bank July 1997 - February 2009
BNY Mellon June 1992 - May 1997
Skills
Account Management, Financial Reporting, Customer Relations
Education
Salem State College 1987 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Northeastern University 1988 — 1989
Certificate in Finance, Finance, General
Northeast Retirement Services November 2012 - Present
Citi HedgeFund Services 2007 - 2012
State Street Bank October 2006 - July 2007
State Street January 2000 - September 2006
Skills
Accounting, Risk Management, Portfolio Management, Investments, Equities, Hedge Funds, Securities, Asset Management, Alternative Investments
Education
Northeastern University
Bachelor of Science, Economics
Moody's Analytics July 2015 - Present
Moody's Analytics January 2015 - June 2015
Lewtan January 2013 - December 2014
EarthLink June 2012 - December 2012
State Street Bank January 2010 - June 2010
Skills
General Ledger, Financial Reporting, Account Reconciliation, Accounts Receivable, Accounts Payable, Financial Accounting, Finance, Microsoft Excel, Accounting, Financial Analysis, Auditing, Forecasting, Access, Process Improvement, Invoicing, Outlook, Microsoft Word, Budgets, Microsoft Office, SAP, Customer Service, Salesforce.com
Education
Northeastern University 2008 — 2011
Bachelor of Science in Business Administration, Accounting and Finance
University of Miami 2007 — 2008
State Street January 2015 - Present
State Street Bank June 2012 - Present
State Street Bank August 2005 - Present
State Street Bank March 2009 - June 2012
Citistreet / SSGA October 2000 - August 2005
Putnam Investments December 1997 - October 2000
Skills
Internal Controls, Financial Services, Securities, Software Documentation, SDLC, Auditing, CRM, Management, Account Reconciliation, Risk Management, Microsoft Office, Customer Service, Banking, Financial Risk, Microsoft Excel, Process Improvement, Leadership, Business Analysis, Investments, Asset Management, Trading
Education
Northeastern University 1992 — 1995
AVI-SPL August 2012 - Present
Red Thread April 2005 - July 2012
Stop & Shop February 2004 - May 2004
CGI November 2000 - May 2002
State Street Bank May 2000 - November 2000
PwC January 1996 - January 1999
Pinkerton Computer Consultants January 1994 - January 1996
GEC Computer Services January 1990 - January 1994
IMI Computing Ltd January 1989 - January 1990
Talbots January 1985 - January 1988
Skills
Troubleshooting, Testing, Video Conferencing, AV, Digital Signage, Audio Conferencing, Integration, Tandberg, Systems Design
Education
Northeastern University 1986 — 1988
Computer and Information Sciences, General
Massachusetts Department of Revenue February 2013 - June 2015
Computershare 2010 - 2012
Tutor Perini Corporation 2005 - 2010
Kforce 2004 - 2005
MetLife 2003 - 2004
EquiServe 1999 - 2003
Office of the State Auditor Suzanne M. Bump 1995 - 1999
Textron 1988 - 1994
State Street Bank 1986 - 1988
Skills
Internal Audit, Compliance, Risk Management, Risk Assessment, Internal Controls, Auditing, Accounting, Sarbanes-Oxley Act, General Ledger, Banking
Education
Northeastern University
Bachelor of Business Administration (BBA), Concentration: Finance
FPF INTERNATIONAL TRADING 2007 - Present
State Street Bank November 2010 - October 2012
Mellon Bank , boston mass September 1995 - May 1998
Skills
International Trade, Corporate Finance
Education
Northeastern University
Bachelor of Business Administration (B.B.A.), INTERNATIONAL BUSINESS & FINANCE
State Street April 2014 - Present
State Street Bank January 2012 - April 2014
State Street Bank January 2009 - January 2012
State Street Bank January 2006 - January 2009
State Street Bank January 2003 - January 2006
Skills
SunGard Global Plus, Microsoft Office, Client Service Oriented, Finance, Outstanding time..., Communication, Metrics Reporting, Manage Client..., Account Reconciliation, Client Services, Time Management
Education
Northeastern University