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
Jackson County Missouri July 2015 - Present
State Street October 2014 - July 2015
State Street Bank January 2011 - October 2014
State Street Bank February 2010 - January 2011
State Street Bank November 2008 - February 2010
State Street Bank November 2007 - November 2008
TriSpan Health Services May 2007 - November 2007
Skills
Accounting, Financial Analysis, Banking, Management, Financial Accounting, Change Management, Staff Development, Business Transformation, Account Reconciliation, Financial Reporting, Microsoft Excel, Coaching, Team Building, Training, Process Improvement, Analysis, Strategic Planning, Auditing, Finance, Leadership, General Ledger, Fund Accounting, Risk Management, Mutual Funds, Customer Service, Forecasting, Derivatives, Access, Financial Services, Global Custody, Fund Administration
Education
Park University 2007 — 2009
MBA, International Business
Park University 2004 — 2006
B.S., Accounting/Management
Wells Fargo Capital Finance February 2015 - July 2015
Wells Fargo Capital Finance July 2014 - January 2015
Wells Fargo Capital Finance February 2014 - July 2014
Wells Fargo Capital Finance July 2013 - January 2014
Liberty Mutual Insurance January 2013 - June 2013
Liberty Mutual Insurance May 2012 - August 2012
State Street Bank January 2011 - June 2011
Produban (Santander Group) October 2009 - December 2010
Education
Northeastern University 2008 — 2012
Business Administration
London School of Economics and Political Science 2011 — 2011
Summer School Degree
J.P. Stevens High School 2004 — 2008
High School Diploma
Miano Construction March 2010 - Present
RB Construction, Owner October 2006 - December 2009
Freelance Construction Professional January 2005 - October 2006
State Street Bank June 2003 - December 2004
Morgan Stanley 2000 - 2001
Skills
Renovation, Budgets, Microsoft Office, Project Management, Strategic Planning, Purchasing, Customer Service, Microsoft Excel, Team Building, Team Leadership, Retail, Operations Management, Contract Negotiation, Project Planning, Construction, Construction Management, Inventory Management, Management, Negotiation
Education
Norwich University
National Grid June 2012 - Present
Verizon July 2007 - June 2012
Investor's Bank & Trust September 2004 - July 2007
State Street Bank June 1999 - August 2003
Skills
Excel, Word, AutoCAD, MathCAD, Solidworks, SAP, MultiSIM, Microsoft Office, C++, Circuit Analysis, GIS, Account Management
Education
Northeastern University 2013 — 2017
Master of Science (M.S.), Engineering Management
Northeastern University 2007 — 2012
Bachelor of Science, Electrical Engineering Technology, Graduate
Pace University 2011 — 2012
Certificate- AIT, Telecommunications- Mobile Technologies, Certificate Completed
University of Massachusetts 1994 — 1999
Bachelor of the Arts, Legal Studies, Graduate
CenturyLink September 2012 - Present
IFCO Systems June 2011 - September 2012
State Street Bank August 2008 - June 2011
Skills
Program Implementation, Project Coordinating, Managing Employees, Lotus Notes, Inventory Management, Outlook, Payroll, Accounts Receivable, Process Scheduler, Benefits Administration, Distribution Center..., Human Resources, Customer Service, Spreadsheets, Office Management, Microsoft Excel, Administrative..., Policy, Program Management, Pricing Strategy, Pricing Analysis, RFP, Contract Management, Contract Negotiation, Customer Satisfaction, Teamwork, Salesforce.com, Negotiation, Management, Employee Benefits, Account Management, Access, Project Coordination, Pricing, Finance, Invoicing, Sales, Project Management, Accounting, Administration, Analysis, Budgets, Forecasting, Leadership, PeopleSoft, Process Improvement, Purchasing, QuickBooks, SAP, Software Documentation
Education
Ottawa University 2011 — 2012
MBA, Business
Central Missouri State University 2009 — 2011
Bachelor's of Science, Business Administration
HCA Physician Services April 2015 - Present
Humana June 2014 - April 2015
State Street Bank December 2012 - July 2014
United States Air Force October 2003 - October 2012
Skills
Financial Reporting, Accounting, Finance, Investments, Leadership, Management, Financial Analysis, Analysis, Internal Controls, Risk Management, Mutual Funds, Financial Accounting, GAAP
Education
Park University 2010 — 2014
Bachelor's Degree, Managment Accounting
Palmer Square Capital Management LLC February 2015 - Present
Fountain Capital Management February 2004 - February 2015
State Street Bank May 2000 - February 2004
Morrison's IGA 1995 - 2000
Skills
Corporate Actions, Term Loans, Performance Attribution, Fixed Income, Securities, Mutual Funds, Equities, Fund Administration, Middle Office, Bloomberg, Investments, Fund Accounting, Portfolio Management, Asset Managment, Settlement, Back Office, Banking, Global Custody, Pricing, Finance, Trading, Financial Services, International Business, Asset Management, Financial Markets, Bonds, Capital Markets, Loans
Education
Central Missouri State University 1995 — 2000
B.S., International Business
Örebro universitet 1998 — 1999
International Business, International Communications, International Marketing, International Organizational Behavior, GPA 4.0
McLaughlin Richards Biller & Schindel August 2003 - Present
State Street Bank May 1997 - August 2000
Skills
Civil Litigation, Legal Research, Legal Writing, Appeals, Courts, Family Law, Legal Advice, Mediation, Employment Law
Education
Northeastern University School of Law 2000 — 2003
Doctor of Law (J.D.)
Simmons College 1993 — 1997
Bachelor of Arts (B.A.), Finance
State Street Bank and Trust June 2014 - Present
State Street Bank September 2013 - June 2014
State Street Bank May 2012 - September 2013
State Street Bank October 2011 - May 2012
State Street Bank May 2011 - October 2011
State Street Bank May 2010 - May 2011
Skills
Account Reconciliation, General Ledger, Accounting, Auditing, Variance Analysis, Journal Entries, Analysis, Training, Fund Accounting, Bloomberg, Microsoft Excel, Time Management
Education
Plymouth State University 2000 — 2004
BS, Accounting, Minor in Economics, 3.22
NxStage Medical July 2013 - Present
Immaculate Baking Company April 2012 - March 2013
Biocair November 2009 - April 2012
NYK Logistics July 2008 - October 2009
Robert Half International October 2007 - February 2008
State Street Bank May 2006 - October 2007
Skills
Logistics, Transportation, Freight, Customs Regulations, Supply Chain Management, Supply Chain, Logistics Management, LTL, Pharmaceutical Industry, International Logistics, Operations Management, Warehousing, Transportation..., 3PL, Air Freight, Export, Freight Forwarding, Warehouse Management, Supply Chain Operations, Reverse Logistics, Supply Chain..., Trucking, Ocean Freight, International Trade, Pricing, Import, Inventory Management, INCO terms, Cold Chain, Inventory Control, FTL, Import Logistics, Import Export, Forwarding, Strategic Sourcing
Education
Plymouth State University 2000 — 2005
Public Management
RoyaltyShare February 2014 - Present
RoyaltyShare May 2012 - February 2014
RoyaltyShare February 2011 - May 2012
State Street Bank January 2009 - October 2010
State Street Bank September 2007 - January 2009
Skills
Business Analysis, Project Management, Royalties, Music Industry, Ebooks, Microsoft Excel, Software Implementation, Management, Financial Analysis, SaaS, Accounting, Financial Reporting, Budgets, Portfolio Management, Train New Employees, Development Of Employees, Software Documentation, Customer Service
Education
Plymouth State University 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
State Street Bank November 2009 - Present
State Street 2009 - Present
Morgan Stanley Investment Management January 1999 - November 2009
Morgan Stanley Smith Barney September 1984 - January 1999
Skills
Fixed Income, Mutual Funds, Securities, Bloomberg, Equities, Global Custody, Settlement, Back Office, Derivatives, Fund Administration, Hedge Funds, Financial Services, FX Options, Trading, Middle Office
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, Banking/ Finance
State Street Bank 1999 - Present
Skills
Equities, Mutual Funds, Business Strategy, Fixed Income, Global Client Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
University of Southern California - Marshall School of Business
B.S., Business Administration
University of San Diego
Athena Capital Advisors August 2014 - Present
Boston Capital June 2012 - March 2014
Cambridge Associates 2000 - 2012
State Street Bank 1996 - 2000
CIBC January 1990 - February 1996
Skills
Portfolio Management, Alternative Investments, Asset Management, Investment Strategies, Private Equity, Hedge Funds, Investment Management, Asset Managment, Due Diligence, Investment Advisory, Capital Raising, Consensus Building, Portfolio Governance, Investment Manager..., Investment Consulting, Investment Committee..., Investment Performance...
Education
Dartmouth College, Amos Tuck School of Business Administration
MBA, Finance
Princeton University
BA, History
Putnam Investments June 2006 - Present
State Street Bank 1998 - 2006
Bank of Boston 1984 - 1985
First National Bank of Chicago 1978 - 1983
First National Bank of Chicago 1978 - 1983
Skills
Strategy, Relationship Management, Series 7, Asset Management, Asset Managment, Corporate Communications, Equities, Financial Services, Integrated Marketing, Investments, Marketing, Marketing Strategy, Mutual Funds
Education
Northwestern University - Kellogg School of Management 1979 — 1982
MBA, Finance, Marketing
University of Illinois at Urbana-Champaign 1974 — 1978
BA, Major in French; minor in German
State Street January 2015 - Present
State Street Bank March 2007 - Present
State Street Bank May 2007 - March 2010
Deutsche Bank January 2006 - August 2006
UBS January 2005 - August 2005
Fidelity Investments January 2004 - January 2005
Skills
Risk Management, Securities, Hedge Funds, Bloomberg, Mutual Funds, Fund Accounting, Investments, Alternative Investments, Financial Analysis, Fund Administration, Financial Services, Bonds, Corporate Actions, Financial Risk, Hedge Accounting, Access, Due Diligence, Process Improvement, PowerPoint, Equities, Microsoft Excel, Global Custody, Microsoft Office, Private Equity, Fixed Income, Investment Banking, Fund Of Funds
Education
European School of Business - Germany 2005 — 2007
Bachelor of Science, European Business/ Finance
Northeastern University 2002 — 2007
Bachelor of Science in International Business, Finance
PanAgora Asset Management August 2015 - Present
Columbia Management May 2010 - August 2015
Columbia Management September 2009 - May 2010
MFS Investment Management July 2003 - November 2008
MFS Investment Management 2002 - 2003
MFS Investment Management 2000 - 2001
State Street Bank May 1996 - July 2000
Skills
Asset Managment, Mutual Funds, Investments, Fixed Income, Equities, FINRA, Financial Services, Portfolio Management, Securities, Trading, Bloomberg, Relationship Management, Investment Management, Alternative Investments, Asset Management
Education
Plymouth State University 1985 — 1989
Bachelor's Degree, Business Administration
Foreside Financial Group, LLC January 2015 - Present
State Street Bank January 2014 - December 2014
State Street Bank February 2012 - January 2014
State Street Bank October 2011 - January 2012
ADP November 2010 - January 2011
Changeable Skies, LLC April 2008 - May 2010
K. Manocha & Co January 2006 - January 2008
Parshavnath Investments Firm January 2005 - January 2006
Skills
Financial Analysis, Risk Management, Business Development, Marketing, Customer Service, Finance, Portfolio Management, Banking, Financial Services, Mutual Funds, Marketing Strategy, Accounting, Analysis, Project Management, Budgets, Microsoft Excel, Customer Retention, Equities, Market Research, CRM, Strong Interpersonal..., Project Management..., Analytical skills, Vizio, Anti Money Laundering, Investment Advisor..., SEC Filings
Education
Wilkes University 2008 — 2010
Master of Business Administration (M.B.A.), Finance and Marketing, Honors
Punjabi University 2008 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
Panjab University 2005 — 2008
Bachelors, CommerceFirst Class
Sacred Heart Convent School 2002 — 2005
High School, Commerce
Avanade December 2013 - Present
Avanade September 2008 - November 2013
Avanade October 2006 - August 2008
Avanade April 2005 - September 2006
Avanade October 2003 - March 2005
Avanade November 2001 - September 2003
Accenture July 1998 - October 2001
Fidelity Investments April 1995 - June 1998
State Street Bank June 1993 - March 1995
Skills
Forecasting, Financial Reporting, SAP, Sarbanes-Oxley Act, Budgets, Analysis, Process Improvement, Business Process..., Project Management, Transfer Pricing, Career Development..., Financial Modeling, SAP R/3, Accounting, Auditing, Account Reconciliation, Finance, GAAP, SharePoint, Microsoft Excel, Business Analysis, SDLC
Education
Providence College 1989 — 1993
Bachelor of Science Degree, Business Administration
Bellevue College 2014 — 2015
Project Management Certification (PMP), Project Management
The Washington Trust Company March 2003 - Present
University of Rhode Island Foundation 2013 - 2013
URI Alumni Association 2011 - 2012
FleetBoston Financial June 1998 - March 2003
State Street Bank January 1997 - June 1998
Skills
Mergers, Asset Based Lending, Finance, Small Business, Sales, Commercial Banking, Real Estate, Credit, Investments, Commercial Lending, Commercial Mortgages, Loans, Mergers & Acquisitions, Commercial Real Estate, Financial Analysis, Banking, Mortgage Lending, Small Business Lending, Credit Analysis
Education
Providence College 2000 — 2002
MBA, Finance
University of Rhode Island 1992 — 1996
BS, Finance
Leadership Rhode Island
State Street Global Advisors November 2014 - Present
State Street Bank July 2013 - November 2014
BlackRock May 2011 - June 2013
BlackRock February 2010 - May 2011
BlackRock March 2006 - February 2010
North Bay Bancorp September 2005 - May 2006
Skills
Strategic Planning, Business Intelligence, Project Management, Sales Operations, Financial Reporting, Performance Analysis, Product Development, Data Management, Competitive Landscape, Risk Compliance, Business Profitability, Data Mining, revenue optimization, Data Analysis, CRM, MIS, Investments, Asset Management, Client Service, Business Development, Change Management, Program Management, Database Management, Investment Operations, Client Services
Education
Princeton University 2001 — 2005
Bachelors of Arts, Economics
Napa High School 1997 — 2001
State Street Bank 2006 - April 2011
Evergreen Investments 2001 - 2006
First Union National Bank 1998 - 2001
Education
Penn State University 1990 — 1995
Bachelor of Science, Major in Finance, Minor in Economics
School of the Museum of Fine Arts - Student September 2012 - Present
self employed October 2011 - Present
Cambridge Arts council September 2010 - August 2011
State Street Bank June 1999 - March 2009
John Hancock Life Insurance Company (U.S.A.) September 1987 - February 1997
Education
American Career Institute 2010 — 2011
Adobe Certification, Graphic & Web Design
School of the Museum of Fine Arts 2009 — 2010
Studio Art -Graphic and Web Design
Ohio Wesleyan University
B.A., Education
Summit, H.S.
University of Maryland College Park
M.Ed, Education- mathematics
State Street Bank July 2011 - Present
State Street Bank 2003 - Present
Maxima Consulting September 2003 - June 2011
Krijal January 2002 - July 2006
AmeriSys Inc. September 2000 - December 2002
Scott Wilson Kirkpatrick October 1997 - August 2000
Skills
SDLC, Websphere, Requirements Analysis, Oracle, Unix, Spring, Microsoft SQL Server, Integration, Java, XML, Weblogic, PL/SQL, Software Project..., Java Enterprise Edition, SOA, SQL, Agile Methodologies, Enterprise Architecture, Databases, Software Development, Linux, Web Services, Data Warehousing, Solution Architecture
Education
Osmania University 1994 — 1997
Masters In Computer Applications, Computer Applications
Osmania University 1991 — 1994
Bachelor of Science, Computer Science
Public Consulting Group May 2013 - Present
Omgeo April 2012 - December 2012
Partners HealthCare April 2010 - April 2012
State Street February 2009 - March 2009
Brown Brothers Harriman July 2008 - December 2008
State Street Bank April 2007 - April 2008
Investors Bank & Trust September 2001 - April 2007
Brown Brothers Harriman, 40 Water Street Boston MA August 1994 - September 2001
Bradlees Incorporated, Braintree, MA April 1993 - August 1994
Hills Department Stores 1989 - 1993
Skills
SDLC, Visio, Agile Methodologies, SQL, MS Project, Oracle, FIX, Omgeo's Central Trade..., Requirements Gathering, Project Management, Quality Assurance, SharePoint, Databases
Education
Technical, Managerial 2009 — 2009
Certifications & Courses, Project Management
Plymouth State University 1971 — 1974
BA, Life Sciences
Thayer Academy 1966 — 1971
High School Diploma, College Preparatory
Derby Academy
State Street Bank April 2014 - Present
U.S. Department of the Treasury October 2011 - October 2013
US Securities and Exchange Commission November 2010 - October 2011
US Securities and Exchange Commission October 2007 - October 2010
Standard & Poor's April 2003 - August 2007
Standard & Poor's 2000 - 2007
Standard & Poor's Institutional Market Services January 2001 - March 2003
McGraw-Hill May 1996 - June 1999
Fidelity Investments December 1993 - April 1996
Gemini Consulting July 1992 - September 1993
Skills
Strategic Planning, Capital Markets, Finance, XBRL, Financial Modeling, Investor Relations, Strategy, Emerging Markets, Equities, Risk Management, Mergers, Due Diligence, Valuation, Hedge Funds, Financial Analysis, Financial Services, Trading, Equity Research, Venture Capital, Analysis, Mergers & Acquisitions, Analytics, Fixed Income, Corporate Finance, Alternative Investments, Private Equity, Asset Management, Asset Managment, Investment Banking, Strategic Financial..., Portfolio Management, Executive Management, Financial Markets, Investments, Investment Management, Economics, Management, Financial Risk, Securities, Derivatives, Structured Finance, Bloomberg, Business Development, Management Consulting, Quantitative Analytics, Financial Regulation, Corporate Governance, Business Strategy, Competitive Analysis, Leadership
Education
The University of Chicago 1979 — 1983
AB, Economics
Kellogg Graduate School of Management, Northwestern University 1986 — 1988
MBA, Finance/Marketing
Bankers' Bank Northeast January 2015 - July 2015
Multi-Bank Securities, Inc. November 2013 - July 2015
Bankers' Bank Northeast August 2013 - January 2015
Conning Asset Management October 2000 - July 2012
Knights of Columbus September 1995 - September 2000
Lehman Brothers August 1994 - September 1995
First Data Corporation 1993 - 1994
The Boston Company January 1993 - April 1993
Moors & Cabot October 1992 - December 1992
State Street Bank April 1992 - June 1992
Skills
ABS, Portfolio Management, Fixed Income, MBS, Bonds, Alternative Investments, Trading, Investment Strategies, Financial Services, Financial Markets, Securities, Mutual Funds, Investments, Equities, Capital Markets, Bloomberg, Credit, High Yield, Asset Management, Series 7, Series 63, Investment Management
Education
Northeastern University 1988 — 1993
Bachelor of Science, Finance and International Business
Toll Gate 1986 — 1988
U.S. Forest Service September 2012 - Present
State Street Bank September 2010 - December 2011
Farmers Insurance August 2008 - December 2008
Skills
Account Reconciliation, Invoicing, Accounting, Analysis, Microsoft Excel, Payments, Mutual Funds, Databases, Fund Accounting, Research, Financial Reporting, General Ledger, Financial Statements, Financial Accounting, Auditing, Financial Analysis, Internal Controls, Expenses, Accounts Payable, Accounts Receivable
Education
Park University
Bachelor of Arts, Accounting
Stop & Shop March 2005 - Present
Talbots February 2000 - March 2005
Harvard Pilgrim Health Care March 1998 - February 2000
State Street Bank August 1997 - March 1998
Scudder, Stevens & Clark, Inc. March 1994 - June 1997
Boston Financial Data Services February 1993 - March 1994
Skills
Retail, Operations Management, Teamwork, Marketing, Microsoft Excel, Forecasting, Financial Services, Income Statement, Microsoft Office, Access, Competitive Analysis, Budgets, Financial Analysis, Pricing, Team Leadership, Strategic Planning, Analysis, Merchandising, Microsoft Word, Inventory Management, Analytics, Finance, Data Analysis, Process Improvement, Management, Business Analysis
Education
Plymouth State University 1987 — 1992
BS, Actuarial Mathematics, Business Administration
State Street March 2014 - Present
State Street Bank September 2013 - March 2014
State Street March 2013 - September 2013
State Street November 2010 - March 2013
State Street May 2009 - October 2010
State Street March 2007 - May 2009
Fidelity Investments/Veritude May 2006 - March 2007
Skills
Bloomberg, Equities, Derivatives, Mutual Funds, Account Reconciliation, Swaps, Investments, Financial Analysis, Microsoft Excel, Process Improvement, Finance, Financial Reporting, Accounting, Fund Accounting, PowerPoint, Asset Managment, Microsoft Word, Customer Service, Financial Services, Futures, Collateral, Collateral Management, Trading, Management, Portfolio Management
Education
Plymouth State University
Bachelor of Science, Business Management
YRC Freight December 2012 - Present
Rose International October 2011 - Present
TEKsystems June 2011 - October 2011
TEKsystems June 2011 - October 2011
JP Morgan Chase 2011 - 2011
SBS Creatix 2010 - 2011
State Street Bank January 2001 - December 2010
Career Partners International KC 2010 - 2010
DST Systems January 1995 - January 2001
Skills
COBOL, MVS, DB2, REXX, SQL, SPUFI, Software Development, ASP.NET, Xpediter, Fileaid, VSAM, ISPF, IBM Utilities, JCL
Education
Park University 1992 — 1994
B.A, Computer Based Information Systems
Park University 1992 — 1994
B.A, Business Administration / Management
wyandotte High School
Barclays July 2015 - Present
State Street Bank July 2013 - June 2015
Estee Lauder Group of Companies September 2012 - July 2013
Dimension Trading Group LLC May 2010 - August 2012
Skills
Analysis, Trading, Unix, SQL, Proprietary Trading, Data Analysis, Financial Modeling, Microsoft Excel, Market Research, Java
Education
Pace University 2014 — 2016
Master's degree, Computer Science
Pace University - Lubin School of Business 2006 — 2010
Bachelor, Business Administration; Finance
The Boston Company Asset Management August 2007 - Present
Putnam Investments September 2004 - March 2007
Putnam Investments June 2002 - March 2006
Putnam Investments August 1998 - June 2002
Putnam Investments September 1995 - August 1997
State Street Bank June 1993 - November 1994
Education
Northwestern University - Kellogg School of Management 1997 — 1998
Master of Management, Finance and Marketing
Penn State University 1987 — 1991
B.S., Finance
Mediware Information Systems November 2008 - November 2012
Computer Access LLC. 2005 - 2008
State Street Bank 1998 - 2003
Productora de Software Ltda. 1996 - 1998
Electronic Commerce Partners 1995 - 1996
AQUILA ENERGY RESOURCES 1993 - 1995
Skills
Software Architectural..., User Interface Design, Application Design, Database Design, Software Development..., Requirements Management, Project Management, Systems Analysis, .NET, ASP, Javascript, HTML, CSS, Visual Basic, C#, Powerbuilder, Sybase, Informix, Oracle Forms, Oracle PL-SQL, ColdFusion, Java, Microsoft C, Microsoft Visual..., Micrososft Team..., CM Synergy, PVCS, JavaScript, PowerBuilder, VSS, Software Design, Software Development, Oracle, Integration, Web Applications, Databases, SDLC, PL/SQL, SQL
Education
Oregon State University
BS Industrial Engineering - Minor in Business Administration, Industrial Engineering
State Street Bank June 2011 - 2014
The Bank of New York Mellon August 1994 - June 2011
Manufacturers Hanover Trust/Chemical Bank 1987 - 1994
Chase Manhattan Bank 1981 - 1985
Skills
Securities, Asset Managment, Financial Services, Cash Management, Relationship Management, Mutual Funds, ERISA, Management, Customer Retention, Credit, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Back Office, Banking, Bloomberg, Bonds, Corporate Actions, Derivatives, Equities, Financial Markets, Global Custody, Investments, Hedge Funds, Middle Office, Pensions, Portfolio Management, Series 63, Series 7, Non-profits...
Education
Pace University
Bachelor of Arts (B.A.), Human Relations
The Bank of New York Mellon August 2010 - Present
State Street Bank February 2004 - January 2009
AIG Global Investment Group 2001 - 2004
Citi Bank Global Asset Management March 1999 - April 2001
Citibank, NA Global Private Bank October 1997 - March 1999
AMERICAN EXPRESS BANK LTD November 1992 - September 1997
SALOMON BORTHERS ASSET MANAGEMENT May 1987 - November 1992
MITCHELL HUTCHINS ASSET MANAGEMENT 1980 - 1987
Skills
Investments, Fixed Income, Investment Management, Product Management, Equities, Financial Services, Alternative Investments, Hedge Funds, Valuation, Mutual Funds, Relationship Management, Asset Management, Securities, CRM, Derivatives, Analysis, Business Development, Bloomberg, Capital Markets, Asset Managment, Tableau - Development
Education
Suffolk County Community College 1976 — 1978
Pace University
BA
Suffolk County Community College
aas
State Street Bank January 2005 - Present
Holland Group Home January 2009 - Present
Colorado Technical University December 2010 - August 2011
BOR 2005 - 2011
State Street Bank January 1996 - January 2005
Esrey Real Estate January 1992 - January 1996
Tension Envelope January 1989 - January 1992
Denny's Restaurant January 1988 - January 1989
Skills
Coaching, Leadership Development, Training, Payroll, Process Improvement, Outlook, Management, Time Management, Budgets, Customer Service, Microsoft Excel, Strategic Planning, Financial Analysis, Accounting, Analysis, Community Outreach
Education
Webster University 1998 — 2002
MBA, Business
University of Missouri-Kansas City
BBA, Finance
University of North Texas
Finance
Ottawa University
Accounting and Business/Management
Grandview High
United Real Estate June 2015 - Present
Adknowledge August 2014 - June 2015
United Country Real Estate September 2013 - August 2014
State Street Bank 2013 - May 2013
Skills
Real Estate Transactions
Education
Park University 2011 — 2013
Bachelor of Science, Accounting
Quintrix Solutions, Inc 2012 - Present
Website Jungle 2007 - Present
Goldman Sachs 2011 - August 2012
Societe Generale April 2010 - December 2010
State Street Bank February 2007 - April 2010
Dress Barn 2003 - 2005
Skills
Digital Marketing, Product Development, Business Analysis, Project Management, SDLC, Derivatives, Fixed Income, Equities, Capital Markets, Back Office, Corporate Actions, Business Process, Accounting, Financial Risk, User Acceptance Testing, Data Warehousing, Trading Systems, Financial Services, Investment Banking, Business Requirements, Banking
Education
Oklahoma State University 2003 — 2005
MBA, Finance
Bloomberg University 2004 — 2004
Bloomberg Certified Professional, Equity
University of Madras 1999 — 2001
B.S, Business, Accounting
Puppet Labs, Inc. April 2013 - Present
Eide Bailly LLP September 2010 - April 2013
Northern Arizona University August 2009 - May 2010
W.L. Gore & Associates November 2008 - August 2009
PTI Securities & Futures August 2006 - June 2008
Northern Arizona University September 2002 - May 2006
State Street Bank May 2005 - August 2005
Skills
Auditing, Accounting, GAAP, Financial Accounting, Microsoft Excel, Financial Statement..., Investment Portfolio, Internal Controls, Analysis, US GAAP reporting, Business Planning, Assurance, US GAAP, Financial Statements, Process Improvement, CPA, Financial Reporting, Multi-State Sales Tax, Intercompany...
Education
Northern Arizona University-The W. A. Franke College of Business 2009 — 2010
Master of Business Administration
Northern Arizona University-The W. A. Franke College of Business 2008 — 2009
Bachelor of Science
Northern Arizona University-The W. A. Franke College of Business 2002 — 2006
Bachelor's
Ascensus March 2013 - Present
State Street Bank July 2012 - March 2013
BNP Paribas October 2010 - June 2012
Delaware Investments, a member of the Macquarie Group July 2001 - October 2010
CoreStates Bank 1994 - 1999
Skills
Relationship manager..., Daily cash reporting..., Policy and procedure..., Team building and..., Performance Management, Training & Development, Client quarterly billing, Management of Trade..., Leadership, Employee Benefits, Account Reconciliation, Equities, Trading, Financial Services, Securities, Settlement, Accounting, Employee Training, Cash Management, Mutual Funds, Process Improvement, Banking, Bloomberg, Fixed Income, Bonds, Investments, Asset Management, Management, Derivatives, Internal Controls, Auditing, Alternative Investments, Hedge Funds, Middle Office
Education
Philadelphia University
Bachelor of Science (B.S.), Finance, General
Boston Private January 2015 - Present
Admirals Bank January 2013 - December 2014
Admirals Bank May 2012 - December 2012
Admirals Bank October 2011 - May 2012
State Street Bank January 2011 - October 2011
State Street Bank August 2010 - January 2011
State Street Bank August 2009 - August 2010
Northwestern Mutual April 2008 - August 2008
Skills
Financial Reporting, Microsoft Excel, Management, Banking, Portfolio Management, Project Management, Account Reconciliation, Accounting, Analysis, Mutual Funds, Loan Servicing, Loan Operations, Loan Acquisitions, Time Management, Microsoft Office
Education
Plymouth State University 2013 — 2015
Masters of Business Administration degree candidate
Plymouth State University 2004 — 2008
B.S, Business Administration
St. John's Preparatory School 2001 — 2003
Gilford High School
Blink Fitness October 2013 - Present
24 Hour Fitness 2010 - 2012
US Army September 2004 - February 2009
Crunch Fitness 2002 - 2004
State Street Bank September 2000 - September 2002
Skills
Customer Service, Sales Management, Customer Satisfaction, Operations Management, Team Leadership, Military, Security, Team Building, Military Operations, Microsoft Office, Leadership, Sales, Advertising, Leadership Development, Training
Education
Norwich University 1995 — 1999
Bachelor of Science (B.S.), Communication and Media Studies
State Street Bank January 2008 - 2010
Ruesch International 2005 - 2007
HIFX, Inc. 2004 - 2005
Epic Wines 2002 - 2004
Wally's Wine & Spirits 2001 - 2002
City National Bank 1997 - 2001
Ruesch International 1994 - 1997
Skills
Sales, Portfolio Management, Financial Services, Management, FX Options, CRM, Relationship Management, Business Development
Education
Penn State University 1989 — 1994
BA, International Politics, Economics
University of St. Andrews 1988 — 1989
Study abroad program
IDG Connect May 2013 - Present
Spiceworks August 2012 - May 2013
IDG Enterprise September 2011 - August 2012
IDG Enterprise November 2010 - August 2012
IDG Enterprise December 2009 - November 2010
State Street Bank September 2007 - November 2009
Skills
Cold Calling, Driving Revenue, New Business Development, Demand Generation, Lead Generation, Salesforce.com, Sales, Market Research, Cloud Computing, SaaS, Program Management, Social Media, Sales Process, Contract Negotiation, Strategic Partnerships, B2B, Email Marketing, CRM
Education
Plymouth State University 2002 — 2006
Bachelor of Science, Social Science Contract in Business
Burlington High School
KPMG September 2014 - Present
State Street November 2013 - September 2014
State Street Bank March 2012 - November 2013
State Street Bank March 2010 - March 2012
State Street Bank June 2009 - March 2010
Wellington Management July 2007 - December 2007
MFS Investment Management July 2006 - December 2006
Skills
Derivatives, Financial Services, Banking, Investments, Financial Risk, Mutual Funds, Process Improvement, Due Diligence, Analysis, Data Analysis, Bloomberg, Financial Analysis, Financial Reporting, Internal Audit, Risk Management, Credit Risk, Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
MBA / MS Finance, Finance
Northeastern University 2004 — 2009
BSBA, Finance & Insurance, Management
Dairy Farmers of America July 2015 - Present
Young Living Essential Oils May 2013 - Present
State Street Bank February 2013 - July 2015
State Street Bank February 2010 - January 2013
State Street Bank November 2006 - January 2010
State Street Bank May 2006 - November 2006
State Street Bank January 2005 - May 2006
Tama County Emergency Management July 2004 - December 2004
Platte County Sheriff's Department 911 December 2003 - June 2004
JCPenney January 2003 - December 2003
Skills
Account Reconciliation, Microsoft Excel, Fund Accounting, Financial Reporting, Accounting, Bloomberg, Financial Services, Internal Controls, Process Improvement, Risk Management, General Ledger, Insurance, Financial Modeling, Financial Statements, Equities, Fixed Income, Securities, Financial Accounting, Customer Service, Outlook, PowerPoint, Microsoft Word, Corporate Actions, PeopleSoft, Time Management, Internal Audit, Sales, Microsoft Office, Team Leadership, Team Management, Project Management, Public Speaking, Teamwork, Financial Risk, Management, Valuation, 10 Key, Data Entry, Data Analysis, Staff Development, Pivot Tables, Bloomberg Terminal, Financial Statement..., Account Management, SAP, Leadership
Education
Northwest Missouri State University 1999 — 2003
BS, Finance
Cigna July 2014 - Present
Ryan Transportation Service, Inc. August 2012 - July 2014
State Street Bank May 2011 - August 2012
Walgreens February 2009 - July 2011
Skills
Accounts Receivable, Accounts Payable, Customer Service, Highly detail oriented, Determination to Succeed, Organization, Pricing, Priority Management
Education
Ottawa University 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Ottawa University 2007 — 2011
Bachelor's degree, Accounting
Liberty Mutual Investments February 2015 - Present
Loomis, Sayles & Company September 2013 - February 2015
State Street Bank March 2011 - September 2013
Russo Marine April 2010 - March 2011
Lincoln Financial Group August 2008 - March 2010
Skills
Mutual Funds, Banking, Bloomberg, Investments, Valuation, Finance, Securities
Education
Plymouth State University 2004 — 2008
BS Business Administration, Business
UMass Medical School August 2014 - Present
CHECK SIX DESIGN September 2000 - Present
State Street Bank November 2006 - November 2012
STAPLES CORPORATION October 2007 - December 2007
STATE STREET CORPORATION November 2006 - June 2007
SUMMIT TECHNICAL August 1999 - September 2000
TMP Worldwide June 1998 - August 1999
Skills
BMC Remedy, Infoprint, Microsoft Office, Outlook, Active Directory, Internet, Cisco Call Manager, MCH, Knowledge Base, Application Secure..., VPN, File Management, Windows 7, Windows XP Pro, Dreamweaver, Adobe Creative Suite, Remote Desktop, Remote User Support, Phone Skills, People-oriented, PeopleSoft, Windows Registry, Computer Hardware, Printers, Laptops, Wireless Networking, End User Training, Training, VMware, Citrix, Citrix Metaframe, Solaris, XP, Access, Technical Support, Disaster Recovery, IT Management, Lotus Notes, Troubleshooting, Windows, Help Desk Support, Software Installation, Service Desk
Education
The New England Institute of Art
Plymouth State University
Worcester State University
Bachelor or Arts, Communication and Media Studies
JP Morgan Chase February 2011 - Present
JP Morgan Chase October 2010 - April 2011
JP Morgan Chase July 2010 - October 2010
State Street Corporation June 2009 - June 2010
Kellogg School of Management September 2006 - January 2009
Altair Advisers LLC June 2008 - September 2008
State Street Bank June 2007 - September 2007
Education
Northwestern University 2005 — 2009
BA, Economics
Metro Pedal Power May 2015 - Present
City Sports November 2011 - Present
State Street Bank June 2008 - May 2015
Skills
Customer Service, Microsoft Excel, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Event Planning, Outlook, Sales, Access, Social Media Marketing, Marketing, Facebook, Management, Teamwork, Account Management, Research, Data Analysis, Fundraising
Education
University of Rhode Island 2003 — 2007
Bachelor of Arts (BA), Art Studio, Graphic Design, Psychology
Portland State University 2006 — 2006
Bachelor of Arts (BA), Graphic Design
Akamai Technologies November 2014 - Present
Akamai Technologies April 2013 - November 2014
State Street Bank April 2008 - April 2013
State Street Bank August 2006 - April 2008
Enterprise Rent-A-Car May 2005 - August 2005
Skills
Windows, Microsoft Excel, Microsoft Word, Microsoft Office, SharePoint, Access, Account Reconciliation, International..., Data Analysis, Customer Service, PowerPoint, Accounting, Financial Analysis, Risk Management, Research
Education
Plymouth State University 2002 — 2006
Bachelor of Science (B.S.), Business Management, Finance
Federal Reserve Bank of Philadelphia January 2015 - Present
Federal Reserve Bank of Philadelphia January 2012 - December 2014
Federal Reserve Bank of Philadelphia January 2010 - December 2011
Federal Reserve Bank of Philadelphia December 2006 - December 2009
State Street Bank July 2006 - November 2006
Xoxide, Inc. January 2001 - July 2004
Skills
Analysis, Software Documentation, Data Analysis, Banking, Finance, Risk Management, Financial Analysis, Financial Modeling
Education
Penn State University 2002 — 2006
Finance, Real Estate
Cardinal O'Hara High School
John Hancock Financial Services May 2014 - January 2015
Dana Farber Cancer Institute/ Partners Healthcare August 2013 - April 2014
Federal Aviation Administration September 2012 - July 2013
Harvard University January 2012 - August 2012
Risk Management Foundation of Harvard Medical Institutes (CRICO/ RMF) August 2008 - November 2011
Bank of Tokyo-Mitsubishi UFJ November 2006 - May 2008
State Street Bank July 2005 - March 2006
Fidelity Investments January 2001 - March 2002
Digitas February 1999 - December 2000
Skills
Financial Services, Business Analysis, Project Management, Quality Assurance, Process Improvement, Product Management, Mutual Funds, Visio, Portfolio Management, Management Consulting, Program Management, Leadership, Software Documentation, Analysis, Training, Social Networking, Project Planning
Education
Pace University - Lubin School of Business 1995 — 1997
MBA, Management Information Systems
University of North Carolina at Greensboro 1988 — 1992
B.S., Business Administration
UL December 2013 - Present
Xceligent March 2013 - December 2013
Rockhurst University June 2012 - June 2013
GE Energy September 2011 - December 2012
GE Energy July 2008 - September 2011
GE Energy November 2005 - June 2008
Webster University January 2006 - January 2007
State Street Bank 1999 - 2003
Skills
Analytics, Asset Managment, Business Development, New Business Development, Business, Contract Negotiation, Economics, Financial Reporting, Forecasting, Financial Analysis, Key Account Management, Financial Risk, Key Account Development, Key Performance..., Higher Education, Leadership, Microsoft Excel, Mathematics, Marketing Research, PowerPoint, Problem Solving, Strategic Planning, Six Sigma, Trading, Pricing, Process Improvement, Accounting, Sarbanes-Oxley Act, Risk Management, Business Strategy, Mergers & Acquisitions, Financial Modeling, Managerial Finance, Analysis, Internal Controls, Change Management, Cost Accounting, ERP, Auditing, General Ledger, Portfolio Management
Education
Rockhurst University 2000 — 2003
MBA, Finance
Park University 1996 — 2000
BA, Finance
State Street July 2014 - Present
Ohio Wesleyan University September 2010 - May 2014
State Street Bank June 2013 - August 2013
State Street Bank June 2012 - August 2012
Lincoln Maritime Center June 2008 - August 2010
Skills
SharePoint, Transition Information..., Microsoft Office, Fidessa, Bloomberg, Tabb Group, Microsoft Dynamics, Jenzabar, Accounts Payable, PowerPoint, Leadership, Microsoft Excel, Time Management, Microsoft Word, Financial Analysis
Education
Ohio Wesleyan University 2011 — 2014
Bachelor of Arts (B.A.), Sociology, Economics management
Hingham High School 2006 — 2010
State Street Bank March 2008 - Present
Hertz Local Edition May 2005 - March 2008
Skills
Data Analysis, Management, Long-term Customer..., Corporate Budgeting, Data Management, Revenue & Profit Growth, Sales Growth, Analysis, Sales, Sales Operations, Financial Services, Client Development
Education
Webster University 2007 — 2008
Master of Business Administration (MBA), Business Administration and Management, General, 3.93
Northwest Missouri State University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General, 3.35
BMO Harris Bank May 2013 - Present
Allstate Investments LLC June 2005 - May 2013
Cheiron Trading LLC, Chicago July 2004 - June 2005
Jemmco Capital LLC August 2003 - February 2004
State Street Bank April 1995 - August 2003
The Northern Trust Company March 1993 - March 1995
Bankers Trust Company November 1991 - February 1993
Skills
Asset Management, Securities, Strategy, Mergers & Acquisitions, Loans, Equities, Bloomberg, Prime Brokerage, Financial Markets, Funding, Portfolio Management, Trading, Financial Risk, Hedge Funds, Financial Analysis, Trading Strategies, Cash Management, Management, Finance, Securities Lending, Bonds, Capital Markets, Fixed Income, Mutual Funds, Investments, Derivatives, Financial Services, Risk Management, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Management
Northern Illinois University
Bachelors of Science, Marketing
State Street Bank May 2012 - Present
Citi June 2009 - Present
UBS Investment Bank March 2007 - October 2008
FNMA January 2006 - January 2007
Citi August 2004 - November 2005
West LB 2003 - 2004
Bank of Tokyo-Mitsubishi UFJ 2001 - 2003
Goldman Sachs 1998 - 2001
JPMorgan Chase 1996 - 1998
Lehman Brothers 1996 - 1996
Skills
Middle Office, MBS, Back Office, Fixed Income, Derivatives, Analysis, Accounting, Business Analysis, Banking, Business Strategy, Change Management, Documentation, Data Analysis, Financial Analysis, Financial Planning, Financial Reporting, Program Management, Quality Assurance, Project Planning, Project Implementation, Project Coordination, System Design, System Testing, Operations, Functional..., UI testing, Workflow, Strategic Planning, Demos, Regression Testing, Solutions Development, P&L Management, Prime Brokerage, Reference Data, Requirements Gathering, Usability Testing, Solution Development, Portfolio Management, Trading Systems, Equities, Software Documentation, Strategic Financial..., Securities
Education
Pace University - Lubin School of Business 1984 — 1985
Master of Business Administration (M.B.A.), Finance and Financial Management Services
State University of New York at Albany
Bachelor of Science (B.S), Mathematics
State Street Bank July 2002 - Present
Citigroup Asset Management 1994 - 1998
American Management Systems (AMS) 1981 - 1985
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Decision Sciences
University of Pennsylvania - The Wharton School 1979 — 1981
MBA
Princeton University 1972 — 1976
Western Union March 2013 - Present
BNY Mellon March 2012 - February 2013
Fidelitry Investments August 2011 - February 2012
M&T Bank 2008 - 2008
State Street Bank 2006 - 2007
Skills
Vendor Management, PMP, Business Process..., Business Analysis, SDLC, Risk Management, Software Project..., Recruiting, Process Improvement, Agile Methodologies
Education
South Dakota State University 1989 — 1993
Master's degree, Agronomy and Crop Science
Osmania University 1971 — 1974
Bachelor's degree, Physical Sciences
State Street June 2007 - Present
IBT 2005 - June 2007
State Street Bank January 2000 - October 2003
Skills
Private Equity, Financial Services, Bloomberg, Hedge Funds, Accounting, Investments, Mutual Funds, Valuation, Equities, Securities, Asset Management
Education
Penn State University 1982 — 1986
Bachelor's degree, Finance
IBM May 2005 - Present
Ascential Software November 2001 - May 2005
Torrent Systems June 2000 - November 2001
State Street Bank March 1997 - June 2000
JYACC Inc April 1993 - March 1997
Skills
WebSphere Application..., Scalability, Unix, Software Development, Agile Methodologies, Linux, Software Engineering, AIX, Software Project...
Education
Northeastern University 1991 — 1994
Garmin International August 2014 - Present
Garmin International August 2013 - August 2014
State Street Bank January 2011 - August 2013
Kansas City Power & Light May 2006 - January 2011
Kansas City Power & Light February 2010 - December 2010
Kansas City Power & Light May 2009 - May 2010
Cerner Corporation July 2005 - May 2006
Chevron May 2004 - August 2004
Skills
HRIS, Metrics Analysis, Compensation Planning, HR Business Partnering, Strategic Thinking, Process Improvement, Project Planning, PeopleSoft, Affirmative Action, HR Strategy, Project Management, System Testing, HR Metrics, Analysis, Personnel Management
Education
Texas A&M University 2003 — 2005
Master of Science, Human Resources Management
Pittsburg State University 1998 — 2002
Bachelor of Science, Psychology with Emphasis in Business
Bank of America July 2011 - Present
Citi March 2011 - July 2011
State Street Bank December 2007 - February 2011
Information Builders Inc. September 1995 - December 2008
Skills
SDLC, Business Analysis
Education
Instute for Modelling in Power Engineering 1989 — 1991
Doctor of Philosophy (Ph.D.), Computer Science/Electrical Engineering
Odessa State Polytechnic University 1974 — 1979
RBS Citizens Group July 2012 - Present
Wellington Management November 2011 - April 2012
State Street Corporation September 2007 - December 2010
State Street Corporation February 2001 - August 2007
State Street Bank March 1998 - February 2001
Skills
Security Valuation, Business Analysis, Business Intelligence, Securities Lending, Equities, Alternative Investments, ALM, Treasury Management, Money Market, Fixed Income, Bloomberg, Securities, Collateral Management, Hedge Funds, Corporate Actions, Risk Management, Valuation, Banking, Trading, Credit, Trading Systems, Financial Services, Finance, Financial Risk, Mutual Funds
Education
Northeastern University
BSBA, Management
U.S. Bank National Association December 2002 - Present
State Street Bank December 1988 - December 2002
First Interstate Bank October 1979 - November 1988
Skills
Real Estate, Banking, Capital Markets, Accounting, Corporate Law, Bonds, Securitization, Fixed Income, Securities, Due Diligence, Investments, Financial Services, Finance
Education
Pitzer College 1975 — 1979
Bachelor of Arts, Political Studies
Curex Group LLC February 2011 - Present
Citi August 2003 - February 2011
Merrill Lynch October 2005 - August 2007
State Street Bank 2000 - 2003
Schroders 1992 - 2000
Optimark Technologies, Inc 1998 - 1999
MarketVision Inc. 1996 - 1998
Skills
Equities, Trading Systems, FX Options, Electronic Trading, Software Project..., Software Engineering, Foreign Exchange, Market Data, Agile Methodologies, Swaps, GUI, Derivatives, .NET, Trading, Risk Management, Fixed Income, Distributed Systems, C++, C, C#, Device Drivers, Capital Markets, Software Development, SDLC, Microsoft SQL Server, SQL, Low Latency
Education
Pace University 1987 — 1991
BS, Computer Science
Vestmark November 2008 - Present
Electric Insurance Company August 2005 - November 2008
Fidelity Investments 1996 - 2004
Harvard Management Company 1993 - 1996
State Street Bank 1992 - 1993
The Shareholders Services Group (TSSG) 1991 - 1992
Financial Database Services 1991 - 1992
IBM 1989 - 1991
Skills
Data Quality, SDLC, Vendor Management, Software Project..., PMP, Process Improvement, Program Management, SQL, Business Intelligence, Financial Services, Software Development, Databases, Strategy, Disaster Recovery, Management, Risk Management, Business Process..., PMO, Data Analysis, Data Warehousing, Analysis, CRM, Team Management, Enterprise Software, Leadership, Integration, Agile Methodologies, Requirements Gathering, Business Analysis
Education
Northeastern University 1996 — 1997
Certificate, Object Oriented Development & Design
Rochester Institute of Technology 1984 — 1989
BS, Computer Science
BNY Mellon - Global Outsourcing April 2013 - Present
Brown Brothers Harriman March 2008 - Present
Brown Brothers Harriman August 2006 - March 2008
Franklin Templeton Investments July 2004 - August 2006
Franklin Templeton Investments May 2000 - July 2004
Brown Brothers Harriman June 1994 - May 2000
State Street Bank 1991 - 1992
Skills
Client Services, Corporate Actions, Equities, Financial Modeling, Financial Services, Fixed Income, Global Custody, Mutual Funds, Securities, Strategy
Education
Suffolk University - Sawyer Business School 1996 — 1999
MBA, Business
Northeastern University 1990 — 1994
Sharon High School 1986 — 1989
Lombardia Capital Partners 2014 - Present
RM Chase/SixDi 2012 - 2014
SVB Capital 2007 - 2012
Northern Trust 2005 - 2007
Victory Capital Management 2003 - 2005
Mesirow Financial 2001 - 2003
Barclays Global Investors 1998 - 2001
State Street Bank 1996 - 1998
Skills
Fund Of Funds, Private Equity, Venture Capital, Alternative Investments, Hedge Funds, Investments, Investor Relations, Due Diligence, Corporate Development, Asset Managment, Valuation, Capital Markets, Equities, Strategy, Financial Services, Portfolio Management, Asset Management, Investment Management, Mergers, Investment Strategies, Management Consulting, Trading, Wealth Management, Pension Funds, Financial Modeling, Options, Series 63, Corporate Finance, Mutual Funds, Structured Finance, Institutional, Financial Analysis, Investment Banking, Strategic Financial..., Bloomberg, Asset Allocation, Funding, Fixed Income, Financial Structuring, Equity Valuation, Mergers & Acquisitions, Bonds, Securities, Equity Research, Series 7, Derivatives, Institutional..., Financial Markets, Investment Advisory, Emerging Markets
Education
Northwestern University
Bachelor of Arts (BA), Economics
University of California, Hastings College of the Law
JD
Wells Fargo December 2010 - Present
State Street Bank October 1999 - December 2010
Wells Fargo Bank July 1995 - October 1999
Aon November 1992 - July 1995
Watson Wyatt February 1986 - November 1992
Williams, Thacher & Rand February 1984 - February 1986
Buck Consultants International May 1978 - February 1984
Skills
Retirement, Defined Contribution, Executive Pay, Mutual Funds, Institutional, Employee Benefits, 401k, Client Services, Risk Management, Financial Services, Asset Management
Education
Pace University 1976 — 1978
Accounting
Deutsche Bank June 2014 - Present
J.P. Morgan November 2011 - June 2014
JPMorgan Chase February 2010 - November 2011
JPMorgan October 2008 - February 2010
State Street Bank April 2006 - September 2008
Skills
Hedge Funds, Financial Services, Prime Brokerage, FX Options, Funding, Fixed Income, Equities, Derivatives, Portfolio Management, Asset Management, Securities
Education
Pace University 2003 — 2006
BA, Finance
VCE, the Virtual Computing Environment Company June 2011 - Present
Kaiser Permanente IT December 2007 - June 2011
State Street Bank 2002 - 2007
QuickStart Intelligence 1995 - 2002
QuickStart Technologies 1995 - 2001
Skills
Virtualization..., Virtualization, Virtualization Solutions, VMware Infrastructure, VBScript, VCP, VMware ESX, VMware, Data Center, Windows Server 2008, Windows Server, vSphere, Citrix, Active Directory, Servers, Security, Microsoft Technologies, Disaster Recovery, Enterprise Architecture
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1980 — 1981
MBA, MBA
Rose-Hulman Institute of Technology
Bachelor of Science (BS), Computer Science
DBRS July 2012 - Present
Ernst & Young May 2010 - March 2012
Gottex Fund Management October 2007 - May 2010
KPMG September 2004 - October 2007
State Street Bank November 1998 - August 2004
Skills
Hedge Funds, Private Equity, Mutual Funds, Financial Services, Asset Based Lending, Broker-Dealer, Alternative Investments, Fund Of Funds, Asset Managment, Fund Accounting, Operational Due..., Due Diligence, Equities, Fixed Income, Fund Administration, Risk Management, Derivatives, Valuation, Internal Controls, MBS, CPA, Chartered Financial..., Investments, Structured Finance, Trading, Asset Management, Mergers & Acquisitions, Mortgage Lending, Mortgage Servicing, Loan Origination, Loan Servicing, Credit Rating
Education
Penn State University
BS, Finance and International Business
JPMorgan Chase January 2008 - Present
State Street Bank 2007 - 2007
Investors Bank & Trust 2003 - 2007
Skills
Fund Accounting
Education
Plymouth State University 2000 — 2003
Bachelor of Science, Business Management, Economics
ICMA-RC November 2002 - Present
Cushman & Wakefield July 2000 - November 2002
AFL-CIO Housing Investment Trust August 1992 - July 2000
State Street Bank July 1986 - January 1989
Skills
Business Development, Marketing, Strategic Planning, Mutual Funds, Investments, Financial Services, Asset Management, Strategy, Portfolio Management, Leadership, Public Speaking, Strategic Communications, Public Relations, Securities, Retirement Planning, Fundraising, Nonprofits, Program Management, Marketing Communications, Marketing Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 1984 — 1986
mba
Ohio Wesleyan University 1976 — 1980
ba, Journalism and Government
Georgetown Prep School
elementary
State Street Bank February 2014 - Present
State Street July 2012 - February 2014
State Street June 2011 - July 2012
State Street June 2010 - June 2011
Edward Jones August 2008 - June 2010
Skills
Bloomberg, Finance, Fixed Income, Fund Accounting, Mutual Funds, Financial Analysis, Investments, Accounting, Portfolio Management, Financial Services, Financial Reporting, Securities, Banking, Equities
Education
Pittsburg State University 2002 — 2006
State Street Bank December 2003 - Present
Education
Northwest Missouri State University 1998 — 2002
Commercial Credit Advisors, LLC 2010 - Present
First Commons Bank, N.A. December 2008 - May 2010
Cambridge Savings Bank July 2004 - June 2008
State Street Bank 1978 - 2003
American National Bank 1976 - 1979
United States Navy 1970 - 1973
Skills
Banking, Credit, Commercial Banking, Enterprise Risk..., Real Estate Finance, Regulatory Requirements, Electronic Payments, Corporate Trust, Securitization, Risk, Financial Risk
Education
Northwestern University - Kellogg School of Management 1974 — 1976
MBA, Finance, Accounting
University of Pittsburgh 1966 — 1970
BA, Economics
TruHome Solutions, LLC June 2014 - Present
State Street Bank December 2007 - August 2012
First Horizon Home Loans December 1993 - September 2007
McGuire Mortgage 1993 - 2007
First Horizon 1993 - 2007
Skills
Mortgage Underwriting, Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, Credit, Credit Risk, Credit Analysis
Education
Pittsburg State University 1984 — 1988
Bachelor of Science, Business Administration
Bristol-Myers Squibb February 2006 - May 2013
Bristol-Myers Squibb October 2003 - January 2006
State Street Bank February 2001 - June 2003
Orkin September 1996 - April 2000
Skills
Concur, Travel Arrangements, Calendaring, Documentum, Executive Support, Expense Management, Expenses, Lotus Notes, Spreadsheets, Confidentiality, Outlook, File Management, Records Management, Manuscript Preparation, SAP SRM, Recruiting
Education
Pennco Tech-Bristol 1993 — 1994
Certficate, Medical Secretary
Bradford Business School 1981 — 1982
Certificate, Secretary/Admin. Assistant
Bristol High School 1978 — 1981
High School Diploma, Business Administration and Management, General
Federal Reserve Bank of New York April 2015 - Present
Federal Reserve Bank of New York 2011 - Present
Credit Suisse 2011 - 2011
Rutgers University 2009 - 2011
J. P. Morgan Chase/Bear Stearns 2003 - 2009
State Street Bank 2000 - 2003
Merrill Lynch 1997 - 2000
Skills
Quantitative Finance, Stochastic Calculus, Credit Derivatives, Market Risk, Time Series Analysis, VAR, Perl, Financial Risk, Asset Management, Monte Carlo Simulation, Incremental Default Risk, Risk Management, Derivatives, Fixed Income, Financial Modeling, Quantitative Analysis, Credit Risk, FX, Financial Engineering, Numerical Analysis, Equities, Portfolio Optimization, Stress Testing, Matlab, C++, VBA, SQL, Quantitative Analytics, FX Options
Education
Rutgers, The State University of New Jersey-New Brunswick
Master of Science, Financial Mathematics
Saint Petersburg State Polytechnical University
M.S., Computer Science
The Locator Services Group April 2009 - September 2009
State Street Bank 1997 - 2008
John Hancock 1986 - 1997
Ernst & Young 1971 - 1986
Education
Northwestern University
BS, Industrial Engineering
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Accounting
Siemens Financial August 2010 - Present
Morgan Stanley March 2004 - January 2009
State Street Bank 2003 - 2004
West Deutsche Landes Bank 2000 - 2003
Skills
Loans, Risk Management
Education
Pace University - Lubin School of Business
MBA, Investment Management
Essex County District Attorney's Office March 2012 - Present
Rubin, Weisman, Colasanti, Kajko & Stein, LLP April 2011 - November 2011
Gould and Gould, Attorneys-At-Law September 2010 - March 2011
Partnering for Prevention and Community Safety Initiative August 2010 - November 2010
Federal Public Defender - Boston, MA November 2009 - March 2010
Suffolk County District Attorney's Office - Sexual Assault Unit June 2009 - November 2009
Hon. Judge Nancy Gertner - U.S. District Court for the District of MA December 2008 - February 2009
Northwest Federation of Community Organizations May 2008 - August 2008
State Street Bank July 2005 - August 2007
Education
Northeastern University School of Law 2007 — 2010
Syracuse University 2001 — 2005
B.A., Sociology & Television, Radio, Film
Oxford International February 2012 - Present
Foundation Room LLC 2010 - 2012
State Street Bank 2006 - 2010
The Vitamin Shoppe 2006 - 2007
Hulett Home Maintenance 1994 - 2006
Skills
Networking, Consulting, Process Improvement, Contract Negotiation, Team Leadership, Risk Management, Change Management, Team Building, Account Management, Negotiation, Quality Management, Project Management, Regulatory Affairs, Compliance, Lifesciences, Engineering Management, Process Engineering, Medical Devices, Pharmaceutical Industry, Sales, Program Management, New Business Development, Leadership, Management, Training, Cross-functional Team..., Strategy, Vendor Management, Cold Calling, Quality Assurance, Business Development, Salesforce.com, Talent Acquisition, Sourcing
Education
Curry College 2000 — 2003
Business Management/Applied Computing, Management, Organizational Systems
Norwich University 1998 — 1999
Psychology
Wakefield High School
Sunman USA Inc. 2012 - Present
Business Insider January 2013 - June 2013
State Street Global Advisors July 2011 - December 2011
Harvard Law School July 2010 - December 2010
State Street Bank January 2009 - June 2009
Skills
MS Office Suite (Word,..., Adobe Photoshop and..., Mac OS X, HTML, SharePoint and Intranet, Knowledgable in..., Reimaging Computers, Eradicating Malware/..., Task Stream (Web Sites..., PowerPoint, Microsoft Excel, OS X, Marketing, Social Media, Event Planning, Strategy, Forecasting, Microsoft Word, Fashion, Finance, Photoshop, Data Analysis, Social Networking
Education
Northeastern University 2008 — 2012
Bachelor of Science in Business Administration, Marketing, Finance and Entrepreneurship
American International School Dhaka 2004 — 2007
High School Diploma
State Street Bank May 2012 - Present
Wipro Technologies December 2010 - May 2012
Sapient Global Markets August 2010 - December 2010
Siemens Technology India July 2007 - August 2010
Skills
Requirements Analysis, Java Enterprise Edition, PL/SQL, Java, SQL, Oracle, Pre-sales, XML, Unix, Core Java, Solution Architecture, Spring, Web Services, JSP, Business Analysis, Team Management, JUnit, Servlets, ClearCase, J2EE Application..., Struts, JMS, Tomcat, JDBC, Enterprise Architecture, Web Development, Eclipse, Agile Methodologies
Education
Panjab University 2003 — 2007
B.E ( Electronics and Communictions)
State Street Bank March 2004 - Present
State Street Bank August 2002 - February 2004
Intel Capital July 2000 - May 2002
Intel Corporation June 1999 - August 1999
NORTHERN TRUST August 1996 - August 1998
Skills
Securities Lending, Fixed Income, Equities, Securities, Hedge Funds, Bloomberg, Mutual Funds, Derivatives, Financial Services
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Strategy, Finance, Marketing
Princeton University 1991 — 1995
AB, Economics
State Street Bank August 2009 - Present
Skills
Strategic Planning, Microsoft Excel, Research, Business Analysis, Process Improvement, Public Speaking, Access
Education
Northeastern University
Nutter McClennen & Fish LLP June 2014 - Present
State Street Bank October 2009 - May 2014
State Street Bank June 2009 - July 2009
Weil, Gotshal & Manges LLP September 2007 - May 2009
Met-Cap Management, LLC February 2003 - June 2007
Law Offices of September 2002 - January 2003
Adler Pollock & Sheehan January 2001 - May 2002
Hinckley Allen & Snyder May 1998 - October 2000
Fleet Financial Corporation July 1997 - May 1998
Skills
Database Admin, Auditing, Litigation, Commercial Litigation, Civil Litigation, Bankruptcy, Legal Writing, Corporate Law, Employment Law, Corporate Governance, Personal Injury, Intellectual Property, Document Review, Estate Planning, Securities, Westlaw, Real Estate, Licensing, Family Law, Courts, Due Diligence, Mergers & Acquisitions, Trials, Risk Management, Finance, Legal Advice, Legal Assistance, Legal Issues, Contract Negotiation
Education
Northern Kentucky University—Salmon P. Chase College of Law 1988 — 1992
JD, Law
Bentley College 1983 — 1984
Paralegal Studies, Paralegal Studies
University of Connecticut School of Social 1973 — 1976
M.S.W, Social Work
University of Rhode Island 1969 — 1973
B.A., highest, Sociology
George Weiss Associates April 2008 - Present
ING Investment Management September 2007 - April 2008
ING Investment Management September 2006 - September 2007
State Street Bank 2001 - 2003
State Street Bank 2001 - 2003
State Street Bank 2001 - 2003
Skills
Derivatives, Bloomberg, Fixed Income, Hedge Funds, Equities, Alternative Investments, Portfolio Management, Securities, Bonds, Options
Education
Ohio Wesleyan University 1997 — 2001
BA, International Business/Spanish
Innovest Systems August 2014 - Present
Innovest Systems March 2013 - August 2014
JP Morgan July 2005 - March 2013
State Street Bank November 2003 - June 2005
Deutsche Bank March 2000 - November 2003
Bankers Trust June 1999 - January 2000
State Street Bank March 1993 - November 1998
Skills
Product Management, Fixed Income, Equities, Securities, Portfolio Management, Wealth Management, Derivatives, Financial Services, Asset Management, Capital Markets, Banking, Global Custody, Mutual Funds, Treasury Services, Corporate Actions, Business Analysis, Business Requirements, Risk Management
Education
Northumbria University 1990 — 1993
BA, Economics
Colonial School District April 2011 - Present
State Street Bank December 2008 - May 2010
PFPC April 1994 - December 2008
Skills
Mutual Funds, Investments, Equities, Fixed Income, Hedge Funds, Financial Services, Bloomberg, Fund Accounting, Middle Office, Securities, Asset Management
Education
Widener University 1998 — 2000
Master's degree, Business Administration and Management, General
Penn State University 1989 — 1993
Bachelor of Science (BS), Accounting
McGladrey October 2014 - Present
State Street Bank February 2014 - May 2014
Office of Administrative Law Judges, SEC September 2013 - November 2013
Raytheon March 2013 - May 2013
Division of Enforcement, SEC September 2012 - November 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, Securities, Editing, Depositions, Hearings
Education
Northeastern University School of Law 2011 — 2014
Candidate for Juris Doctor
Roger Williams University 2006 — 2010
Bachelor of Science (BS), Finance, General
American Century Investments September 2011 - Present
State Street Bank January 2010 - September 2011
Education
Park University 2006 — 2008
MBA, International Business and Finance
Park University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Parsons Commercial Group, Inc. June 2009 - Present
TheNextRound, Inc. 2005 - 2008
State Street Bank 2001 - 2005
EY 1999 - 2001
Skills
General Ledger, Financial Statements, Leases
Education
Northeastern University 2002 — 2004
Master of Science in Taxation
University of Massachusetts, Amherst 1995 — 1999
Bachelor's degree, Accounting
State Street Bank 2008 - 2009
Investors Bank & Trust 2006 - 2007
State Street Bank 2001 - 2006
Skills
Fund Accounting
Education
Plymouth State University 1988 — 1991
Bachelor of Science, Finance, Mathematics
NYC Board of Education April 2015 - Present
Long Sai Realty September 2013 - April 2015
Liberty Mutual Group August 2010 - September 2013
State Street Bank June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Bloomberg Terminal, PowerPoint, Research, Microsoft Word, Public Speaking, Event Planning, Data Analysis, Social Media, Analysis, Leadership
Education
Northeastern University 2012 — 2014
Master of Business Administration (MBA), International Business
Trinity College-Hartford 2006 — 2010
Bachelor of Science, Economics and International Studies
State Street Bank April 2012 - Present
State Street November 2007 - March 2012
Bank of America 2002 - 2003
Citibank February 2001 - July 2002
Skills
Financial Reporting, Accounting, Vendor Management, Process Improvement, Financial Services, Business Analysis
Education
Park University 2010 — 2012
Bachelor of Science (B.S.), CIS
Resources Global Professionals January 2013 - Present
Bank of New York Mellon December 2010 - December 2011
JPMorgan Chase January 2005 - August 2009
State Street Bank July 2001 - April 2004
United Asset Management November 1999 - May 2001
John Hancock Financial Services October 1997 - October 1999
Chase Global Funds Services Company May 1992 - October 1997
Boston Company Asset Management May 1990 - May 1992
Skills
Finance, Account Reconciliation, Financial Services, Risk Management, Derivatives, Valuation, Corporate Actions, Investment Management, Back Office, Budgets, Banking, Financial Reporting, Fund Administration, Fund Accounting, Strategy, Financial Statements, Accounts Payable, Accounts Receivable, Bloomberg, Futures, Dividends, Analysis, Internal Controls, Portfolio Management
Education
Northeastern University 1984 — 1989
Bachelor of Science, Business Administration
Northeastern University 1984 — 1989
Bachelor's degree, Marketing/Marketing Management, General
Bank of America 2010 - 2011
State Street Bank January 2008 - April 2010
UBS Investment Bank March 2003 - December 2003
Education
Pondicherry University 2001 — 2003
Masters, Human Resource Management
State Street Bank November 2013 - Present
State Street Bank May 2013 - November 2013
State Street Bank November 2012 - May 2013
State Street Bank February 2012 - October 2012
State Street Bank December 2010 - February 2011
Governo Law Firm LLC June 2010 - August 2010
U.S. Attorney's Office, District of Massachusetts, Civil Division December 2009 - February 2010
Greater Boston Legal Services, Health & Disability Unit June 2009 - August 2009
The May Institute October 1997 - August 2008
Education
Northeastern University School of Law 2008 — 2011
Oechsle International Advisors January 2001 - Present
Putnam Investments July 1996 - January 2001
State Street Bank October 1995 - June 1996
Scudder Investments February 1994 - October 1995
Education
Plymouth State University 1990 — 1993
BS, Accounting
State Street Bank July 2009 - December 2009
Education
Northeastern University 2007 — 2010
B.S., Finance / Accounting
State Street Bank October 2007 - Present
Skills
Series 7, Series 63
Education
Northeastern University 1999 — 2001
Master of Science
Springfield College 1995 — 1999
Bachelors of Science
Prudential Financial August 2012 - Present
CVS/Caremark September 2008 - August 2012
State Street Bank September 2007 - August 2008
Freddie Mac January 2006 - August 2007
Great American Financial Resources April 2005 - December 2005
Freddie Mac December 2003 - March 2005
Education
Oklahoma City University
Master of Science (M.S.), Computer Science
Federal Reserve Bank of Kansas City May 2008 - Present
Cerner Corporation May 2007 - March 2008
State Street Bank January 2000 - October 2006
Skills
SEC Financial Reporting, Capital Budgeting, Lawson General Ledger, General Ledger, Microsoft Office, Budget Monitoring, Fixed Asset Depreciation, Fixed Assets, Account Reconciliation, Accruals, Month End Close, Journal Entries, Invoice Processing, Customer Service, Internal Controls, Banking, G/L Reconciliations, Capitalization of..., Process Improvement
Education
Park University 2000 — 2004
Bachelor of Science (BS), Accounting and Business/Management
Plymouth Industrial REIT August 2014 - Present
State Street Bank 2002 - 2012
Russell Investments May 1995 - March 2002
Boston Financial Data Services 1985 - 1995
Skills
Equities, Fixed Income, Mutual Funds, Process Improvement, Investments, Portfolio Management, Financial Services, Investment Management, Asset Managment, Vendor Management, Shareholder Operations, Securities, Relationship Management, Back Office, Transfer Agency
Education
Penn State University
Silver Lake Regional High School
US Treasury January 2013 - Present
State Street Bank 2006 - 2012
Skills
Accounting, Finance, Human Resources, Sales, Change Management, Project Management, Management, Microsoft Office, Peachtree, Marketing
Education
Park University 2006 — 2008
Bachelor's degree, Finance, 3.46
Park University 2003 — 2006
Bachelor's degree, Accounting, 3.65
Webster University
UMass Boston January 2010 - July 2010
BNY Mellon October 2009 - July 2010
Brown Brothers Harriman August 2002 - July 2010
Brown Brothers Harriman October 2000 - August 2002
State Street Bank March 1999 - April 2000
Mellon Trust September 1998 - March 1999
Dreyfus July 1998 - September 1998
Skills
Analysis, Training, Software Documentation, Account Reconciliation, Auditing, Research, Internal Audit, Tax, Credit, Data Analysis, Economics, Stata, Statistics, Financial Modeling, Access
Education
UMass Boston 2011 — 2013
Master of Arts (M.A.), History
Norwich University 1994 — 1998
Bachelor's degree, Political Science and Government
MT Law, LLC March 2014 - Present
State Street Bank March 2013 - February 2014
Commonwealth of Massachusetts May 2010 - June 2012
Fish & Richardson P.C. November 2007 - August 2009
Allen & Overy October 2006 - August 2007
Wilson, Marino & Bonnevie P.C. June 2005 - September 2006
Skills
Legal Research, Real Estate, Copyright Law, Legal Writing
Education
Penn State University
Bachelor of Science (B.S.)
Suffolk University Law School
Doctor of Law (J.D.)
JPMorgan Chase July 2014 - Present
State Street Bank August 2013 - July 2014
State Street Bank July 2012 - August 2013
Partners HealthCare January 2010 - June 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, PeopleSoft
Education
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), Accounting and Finance