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
AstraZeneca February 2014 - Present
Bristol-Myers Squibb October 2013 - Present
Amylin Pharmaceuticals May 2012 - Present
sanofi-aventis August 2009 - May 2012
Takeda Pharmaceuticals August 2000 - August 2009
Takeda Pharmaceuticals 2000 - 2003
Braintree Laboratories June 1998 - July 2000
State Street Bank June 1997 - July 1998
Skills
Injectable, Diabetes, Cardiology, Hospitals, Nephrology, Gastroenterology, Endocrinology, Managed Care, Oncology, Biotechnology, Thrombosis, Orthopedic, Public Speaking, Epidemiology, Hospital Sales, Product Launch, Leadership, Selling, Sales Operations, Internal Medicine, Neurology, Pharmaceutical Sales, Dermatology
Education
Providence College 1992 — 1996
BS, Health Management, & Business
East Catholic High School 1988 — 1992
JPMorgan Chase July 2010 - Present
State Street Bank May 2009 - July 2010
Vastardis Capital Services September 2007 - January 2009
The Great-West Life Assurance Company May 2000 - April 2007
Skills
Financial Analysis, Mutual Funds, Financial Reporting, Fixed Income, Derivatives, Asset Management, Hedge Funds, Private Equity, Fund Of Funds, SEC filings, General Ledger, CPA, Fund Accounting, Microsoft Office, Investran, PAM for Securities, Bloomberg, Corporate Finance, Alternative Investments, SEC Filings
Education
Regis University 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
Microsoft Education Program 2001 — 2001
Microsoft Certified Professional
State Street Bank November 2008 - April 2014
State Street Bank July 1989 - April 2014
B.P.U. Business Products Unlimited January 1980 - June 1989
Skills
Testing, Management, NACHA, ACH, Accounting, Time Management, Process Improvement, Financial Analysis
Education
Quincy College 1978 — 1979
Quincy High School 1976 — 1978
WGBH April 2015 - Present
Hipercept September 2013 - February 2015
State Street Bank June 2011 - November 2012
State Street Bank March 2010 - June 2011
State Street Bank November 2009 - March 2010
State Street Bank March 2009 - November 2009
State Street Bank August 2008 - March 2009
State Street Bank June 2008 - August 2008
State Street Bank August 2007 - June 2008
Community College of Rhode Island February 2007 - August 2007
Skills
Derivatives, Derivative Operations, Analysis, Business Analysis, Financial Analysis, Data Analysis, Processing, Quality Control, Microsoft Word, Windows, Creative Writing, Microsoft Excel, Equities, Economics, Typing, Trading, Microsoft Office, PowerPoint, Project Management, Customer Service, Sports, Financial Services, Investments, Management, Account Reconciliation, Process Improvement, Securities, Fixed Income, Finance, Leadership, Strategic Planning, Banking, Financial Risk, Analytics, Accounting, Public Speaking, Research, Mutual Funds, Bloomberg, Strategy, Business Process..., Financial Modeling, Portfolio Management, Sales, Marketing, Risk Management, Asset Management
Education
Rhode Island College 2001 — 2006
Bachelor of Arts (BA), Economics
Toll Gate High School 1998 — 2001
High School Diploma
State Street Bank February 2014 - November 2014
State Street June 2013 - January 2014
Skills
Financial Services, Management, Microsoft Office, Investments, Outsourcing, Banking, Risk Management, Finance, Mutual Funds, Wealth Management
Education
Quincy College 2013 — 2014
Liberal Arts and Sciences/Liberal Studies
Year Up 2013 — 2014
18 credits, Financial Operations
Brockton High School 2007 — 2011
Diploma
Randstad USA January 2015 - Present
Randstad US, Technology & Engineering Group May 2011 - January 2015
Randstad Technologies US February 2008 - June 2011
State Street Bank August 2005 - February 2008
Healthtrax June 1998 - October 2007
Skills
Social Media Marketing, Online Marketing, Marketing Communications, Digital Marketing, Web Analytics, SEO, Brand Communication, Company Branding, Internal Communications, Communications Strategy, PowerPoint, Sales Presentations, Training & Development, Project Planning, Online Advertising, Marketing, Facebook, Employee Training, Social Media, Salesforce.com, Integrated Marketing, Lead Generation, Corporate Branding, Internet Recruiting, Strategic Communications, Recruiting, Management, Market Research, Training, Corporate Communications, Sales
Education
Quinnipiac University - School of Business 1999 — 2003
Bachelor's degree, Marketing
Howard, Kohn, Sprague & FitzGerald, LLP September 2014 - Present
Cloutier & Cassella Attorneys at Law September 2012 - September 2014
Office of Corporation Counsel for the City of Hartford June 2011 - October 2012
US EPA September 2011 - January 2012
Legal Department at Governor's Office of Policy and Management May 2011 - September 2011
Connecticut General Assembly, Senate January 2011 - May 2011
Chambers of the Honorable Alfred V. Covello, Senior United States District Judge June 2010 - August 2010
State Street Bank August 2007 - September 2008
The Chambers of the Honorable Jeanne LaFazia, Rhode Island District Court September 2006 - May 2007
Skills
Legal Writing, Research, Legal Issues, Litigation Support, Legal Research, Criminal Law, Tax, Litigation, Civil Litigation, Commercial Litigation, Corporate Law, Employment Law, Securities, Administrative Law, Courts, Legislative Relations, Mediation, Real Estate Transactions, Public Policy, Westlaw, Trials, Policy Analysis, Securities Regulation, Trial Practice
Education
The University of Connecticut School of Law 2009 — 2012
J.D., Law
Providence College 2003 — 2007
B.A., Political Science
Tufts University January 2013 - Present
Kehillah Schechter Academy July 2011 - July 2012
The Rashi School April 2006 - July 2011
The Share Group 1999 - 2005
Digitas 1997 - 1999
State Street Bank 1995 - 1997
Skills
Campaign Management, Stewardship, Annual Giving, Volunteer Management, Donor Relations, Direct Mail, Campaign Strategies, Fundraising, Philanthropy, Fundraisers, Alumni Relations, Raiser's Edge, Board Development, Planned Giving, Prospect Research, Nonprofits
Education
Queens College
BA, Communications Sciences
KPMG October 2015 - Present
Diamond Photography January 2009 - Present
KPMG June 2013 - October 2015
State Street January 2012 - May 2013
State Street Bank March 2008 - December 2011
Skills
Financial Services, Business Analysis, Financial Modeling, Accounting, Fund Accounting, Process Improvement, Financial Analysis, Financial Reporting, Auditing, Business Transformation, Outsourcing, Project Management, Account Reconciliation, Risk Management, Gap Analysis, Business Process..., General Ledger, Audit, Photography, RFP Generation, Vendor Management
Education
Rhode Island College 2003 — 2007
BS, Accounting
Performa Limited (US), LLC April 2015 - Present
Maple Capital Management February 2014 - March 2015
GE Healthcare March 2013 - January 2014
Dwight Asset Management, a Goldman Sachs Company May 2012 - December 2012
Dwight Asset Management July 2008 - May 2012
State Street Bank January 2008 - July 2008
Investors Bank & Trust June 1999 - January 2008
Skills
Fixed Income, Client Service, Risk Management, Portfolio Management, Portfolio Accounting, Operations Management, Financial Analysis, Accounting, Fund Accounting, Account Reconciliation, Auditing, Operational Risk, Vendor Management, Process Improvement, Internal Controls, Finance, Financial Services
Education
Suffolk University
Masters, Accounting
Providence College 1995 — 1999
Business, Finance, Management
CHS
US Bank January 2003 - Present
State Street Bank March 1989 - December 2002
Rhode Island Hospital Trust National Bank October 1981 - March 1989
Skills
Bonds, Corporate Trust, Structured Finance, Securitization, Negotiation, Municipal Bonds, Escrow, Establish & Maintain..., Trustee, Relationship Management, Building Relationships, Relationship Marketing, Client Development, Client Relations Skills, Fixed Income, Treasury Management, Commercial Lending, Loans, MBS, Trust Services, CRM, Management, Capital Markets, Securities, Banking, Financial Structuring, Credit Analysis, Portfolio Management, Alternative Investments, Asset Management, Mutual Funds, Financial Services, Mortgage Lending, Bloomberg, Series 7, Credit, Cash Management, Investments, Corporate Law, Commercial Banking, Credit Risk, Investment Management, ABS, Structured Products, Derivatives, Finance, Small Business Lending, CMBS, Equities, Asset Based Lending
Education
Providence College 1987 — 1991
B.S., Business Administration
Rhode Island College 1974 — 1979
B.A., Secondary Education - Theater & Communications
LaSalle Academy 1970 — 1977
St. Patrick's High School 1970 — 1974
Blesed Sacrament Grammar School
Seeking New Position August 2011 - Present
JED Insurance & Financial Services Agency Inc. February 2008 - August 2011
State Street Bank June 1998 - July 2006
Skills
Account Reconciliation, Accounts Receivable, Account Management, Customer Retention, Accounting, Administrative..., Insurance, Lotus Notes, Able to Operate..., Certificate Microsoft..., Customer Service, Client Retention, Reconcilement, Trained new employees..., Financial Reporting, Appointment Scheduling, Records Management, Client Billing, Internet Explorer, Applied Systems/Tam, Meditech, Spreadsheet Maintenance, Document Control, Outlook
Education
Roger Williams University 2006 — 2006
Certificate, Microsoft Word/Excel
Polaroid Corporation
Certificate, Accounting
Roslindale High School
Diploma, College Business
Income Research + Management December 2014 - Present
State Street Bank October 2013 - December 2014
21 Lacrosse September 2013 - January 2014
Roanoke College September 2012 - May 2013
Lee Heiler CPA & Associates July 2012 - August 2012
Atlantic Credit & Finance Inc. September 2011 - December 2011
Skills
Bloomberg Terminal, Wall Street Office, Debt & Equity Financing, Financial Analysis, Investments, Corporate Finance, Management, Microsoft Excel, Public Speaking, Mutual Funds, Investment Management, Financial Accounting, Microsoft Access, Presentation Development, Accounting, Leadership
Education
Roanoke College 2009 — 2013
Bachelor of Business Administration, Finance
Holderness School 2006 — 2009
Waterville Valley Academy 2004 — 2007
Scituate Highschool 2006 — 2008
Tufts Medical Center September 2014 - Present
Tufts Medical Center July 2014 - September 2014
lululemon athletica November 2013 - January 2014
South Shore Hospital February 2009 - July 2013
State Street Bank September 2007 - December 2008
Blue Cross Blue Shield of Massachusetts September 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Editing, Community Outreach, Social Media, Event Planning
Education
Regis College 2001 — 2005
Bachelor of Arts (B.A.), Communication, General
State Street Sr Performance AnalystAthena Capital AdvisorsSeptember 2015 - Present
State Street Bank August 2013 - September 2015
Skills
Bloomberg, Analytics
Education
Rigas Tehniska Universitate 1994 — 2000
Master of Business Administration (M.B.A.), Economics
Riga 60 School
Mercer - Investments July 2014 - Present
Comcast Cable May 2011 - July 2014
Atlas Watersystems, Inc March 2012 - February 2014
John Hancock Financial Services April 2005 - August 2010
State Street Bank September 2003 - April 2005
PFPC October 2001 - September 2003
PFPC Global Advisors January 2001 - January 2003
Mutual Fund / 529 State Tuition Plan Call Center January 2000 - January 2001
Boston Financial Data Services January 1992 - January 2001
Mutual Fund January 1995 - January 2000
Skills
Applicant Tracking..., Management, Team Building, Process Improvement, Training, Talent Acquisition, Employee Benefits, Mutual Funds, Recruiting, Leadership, Call Centers, Vendor Management, Sales, Customer Satisfaction, New Business Development, Customer Service, Interviews, Account Management, Risk Management, Investments, Insurance, Financial Services
Education
Cape Cod College
Quincy College
The TCW Group August 2015 - Present
State Street Bank October 2013 - August 2015
College Pro April 2012 - August 2013
Skills
Management, PowerPoint, Marketing, Microsoft Word, Time Management, Microsoft Excel, Social Networking, Social Media, Microsoft Office, Sales, Public Speaking, Outlook, Marketing Strategy, Market Research, Financial Services, Access, Finance
Education
Quinnipiac University 2009 — 2013
Olmstead Associates November 2012 - Present
Unemployment March 2009 - December 2013
Quincy College January 2011 - December 2011
Quincy Animal Shelter March 2009 - January 2011
State Street May 2007 - February 2009
State Street Bank January 2004 - May 2007
Classic Homes Real Estate August 2003 - December 2003
Banfield, The Pet Hospital April 2003 - August 2003
N E Medical Massage Therapy June 2002 - January 2003
Zurich Scudder Investments (DeAM as of 2002) December 2000 - June 2002
Skills
Customer Service, Business Analysis, CRM, Equities, Financial Services, Analysis, Management, Data Analysis, Banking, Portfolio Management, Accounting, Databases, Software Documentation, Quality Assurance, Operations Management, Investments, Risk Management, Fixed Income
Education
Quincy College
General Studies
DML Strategic Consulting March 2011 - Present
Morgan Energy, LLC March 2011 - Present
Spinnaker Training & Consulting August 2013 - July 2015
State Street September 2006 - January 2011
State Street 2003 - 2005
State Street Bank 2002 - 2003
State Street 1997 - 2002
Shaw Data Services, a Sungard Company 1985 - 1996
Skills
Strategy Development, Product Development, Hedge Funds, Asset Management, Portfolio Management, Alternative Investments, Marketing Communications, Marketing Research, Strategy, Investments, Product Management, Cross-functional Team..., Financial Services, Leadership, Management, Project Management, Professional Services, Executive Management, Integration, Risk Management, Fixed Income, Equities, Securities, Derivatives
Education
Rensselaer Polytechnic Institute
MS
Siena College
BA
Hillsborough County Sheriffs Office April 2011 - Present
Platte County Sheriff Dept October 2003 - February 2011
State Street Bank March 1984 - August 2003
State Street 1995 - 2003
DST Systems, Inc 1985 - 1996
Skills
Financial Analysis, Budgeting, Microsoft Office, Business Analysis, Strategic Planning, Word, Problem Solving, Excel, Budgets, Microsoft Excel, Financial Reporting, Microsoft Word, Access, Supervisory Skills, Policy, Research, Process Improvement, Program Management, Team Building, Leadership, Operations Management, Team Leadership, Government, Training, Security, Software Documentation, Public Safety, Customer Service, Criminal Justice, Analysis, Emergency Management, Criminal Investigations
Education
Rockhurst University 1974 — 1977
MBA, Finance
University of Central Missouri 1961 — 1966
BA, Business
Valcour Capital Management April 2012 - Present
Golub Capital December 2009 - April 2012
Aladdin Capital Management 2006 - 2009
GE Asset Management 2000 - 2006
State Street Bank April 1998 - May 1999
State Street Bank May 1997 - March 1998
Skills
Loans, Analytics, Financial Modeling, credit analysis, Fixed Income, Valuation, Portfolio Management, Investments, Accounting, Equities, Financial Statement..., Competitive Analysis, Restructuring, Risk Management, Hedge Funds, Structured Finance, High Yield, Leveraged Finance, Analysis, Credit
Education
Providence College 1992 — 1996
Bachelor of Science, Marketing
State Street Bank January 2014 - Present
Infosys Technologies Ltd September 2006 - January 2014
Skills
Requirements Analysis, Unix, PL/SQL, Oracle, Performance Tuning, Finance - Performance..., Data Modeling, Data Warehousing
Education
Punjab Technical University 2002 — 2006
B.Tech., Computer Science
State Street Bank August 2013 - Present
LA Fitness March 2012 - August 2013
Gloria Jean’s Coffees International August 2009 - April 2010
Skills
Financial Analysis, Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Financial Reporting, Financial Modeling, Finance, Access, Financial Accounting, Auditing, Account Reconciliation
Education
University of Massachusetts Boston 2011 — 2014
Bachelor of Science (BS), Accounting and Economics
Providence College 2010 — 2011
State Street Corporation June 2010 - July 2011
State Street Bank 2010 - 2011
Gateway of India January 2009 - December 2009
Skills
Finance
Education
Rider University 2006 — 2010
Bachelor's degree, Accounting
Rider University
Bachelor of Science, Business Administration; Accounting
Infogroup July 2014 - Present
Merrimack College August 2012 - Present
Rivier University January 2011 - Present
Quaero May 2013 - May 2014
Epsilon May 2010 - May 2013
State Street Bank August 2006 - May 2010
Skills
Data Analysis, Access, SQL, Microsoft Office, Project Management, Process Improvement, Strategic Planning, Team Leadership, Business Analysis, Microsoft Excel, PowerPoint, Customer Service, Outlook, Business Objects, Hyperion Interactive..., SQL Server Management..., Unica Affinium Campaign, Neolane, Adobe Campaign, Analysis, Analytics, CRM, Databases, Management, Visio
Education
Rivier College 2001 — 2006
Bachelors, Information Technology Management
Nike August 2015 - Present
State Street Bank September 2010 - March 2015
OMSI November 2009 - October 2010
Intel 2007 - 2008
HP (Hewlett-Packard) 2000 - 2007
Compaq Computers 1997 - 2000
Tandem Computers 1984 - 1997
Skills
Software Development, Linux, Agile Methodologies, Perl, Java, Unix, XML, Software Engineering, Testing, C, C++, SQL, Test Automation, SDLC, Software Quality..., Quality Assurance, Ant, Subversion, Object Oriented Design, Test Planning, Spring, Programming, OOP, Agile Project Management, Databases, Software Documentation, Software Project...
Education
Purdue University
MS, Computer Science
University of California, Davis
Bachelor of Science (BS), Math/Computer Science
Computershare US February 2014 - Present
State Street Bank March 2012 - March 2014
MassMutual Financial Group October 2010 - March 2012
Altria December 2003 - February 2010
Altria Corporate Services Inc. December 2003 - February 2010
Altria 2003 - 2008
The Hartford July 1998 - November 2003
ALPFA, Inc. — Empowering Latino Leaders 2002 - 2003
The Hartford Insurance 1998 - 2003
ITT Ercos, subsidiary of The Hartford in Spain 1995 - 1998
Skills
SOX, IT Governance, Business Process, Internal Audit, IT Audit, Sarbanes-Oxley Act, Governance, CISA, SAP, Auditing, Risk Management, Business Analysis, SDLC, Business Process..., Financial Services, Internal Controls, Enterprise Risk..., Information Technology, Financial Risk, Process Improvement, Risk Assessment, IT Management, COBIT, Analysis, IT Strategy
Education
ISM 2005 — 2011
PHD Candidate, Business Administration
Rensselaer Polytechnic Institute 1986 — 1989
Master in Computer Science, Software Engineering
Universidad de Lima 1972 — 1976
BS, Industrial Engineering, 1% top of the class
American School of Bilbao
Reyna de las Americas
High School graduate (Valedictorian)
Dominique Strategic Consulting November 2013 - Present
SAR Bahamas Consulting August 2013 - Present
UBS Global Asset Management June 2010 - February 2011
State Street Global Advisors October 2007 - June 2010
State Street Bank September 2005 - October 2007
Skills
Credit Analysis, Portfolio Management, Fixed Income Trading, Fixed Income, Risk Management, Bloomberg, Money Market, Financial Modeling, Trading, Asset Management, Asset Managment, Regression modeling, DCF Valuation, Financial Analysis, Analysis, Finance, Capital Markets, Regression Analysis, Financial Markets, Corporate Finance, Investments, Mutual Funds, Financial Risk, Due Diligence, Investment Management, Credit, Valuation, Equities, FX Options, Derivatives, Hedge Funds, Investment Banking, Relationship Management, Alternative Investments, Securities, Financial Services, Equity Research, Strategic Financial..., Private Equity, Interest Rate..., Credit Risk, Banking, Bonds, Emerging Markets, Economics, Quantitative Analytics, Asset Allocation, Private Banking, Investment Strategies, Wealth Management
Education
CFA Institute 2011 — 2015
CFA level 3 candidate, Chartered Financial Analyst program
Queen's University 2012 — 2013
MFin, Master of Finance, Finance, General
FRM student 2011 — 2012
FRM level 2 candidate, Risk Management
University of Toronto 2009 — 2012
School of continuing education, CFA and Financial Risk Management program
YORK UNIVERSITY 2002 — 2006
Honors BA, Business Economics; Econometrics
India Outsourcing January 2014 - Present
Performance Reporting January 2013 - January 2014
Independent Consultant August 2011 - June 2012
State Street Bank December 2010 - May 2011
AIG Securities June 2010 - September 2010
APG Asset Management June 2009 - March 2010
Citco Hedge Fund Services December 2007 - November 2008
Ascend Technologies March 2007 - December 2007
Deutsche Bank Securities November 2005 - March 2007
Mizuho Securities January 2005 - September 2005
Education
Pace University, Graduate School of Business 1996 — 1998
Masters of Business Administration, International Business
Quinnipiac University 1988 — 1992
Bachelor Of Science, Economics
Gold's Gym Pawtucket May 2015 - Present
Sturdy Memorial Hospital June 2013 - Present
RBS Citizens Bank March 2013 - June 2013
Bank of America September 2012 - January 2013
Collette Vacations February 2011 - May 2012
State Street Bank September 2008 - June 2010
State Street January 2008 - September 2008
Randstad Temporary work agency November 2006 - December 2007
Radio Disney January 2006 - June 2006
Skills
Excel, PowerPoint, Customer Service, Microsoft Office, Word, Mentoring, Marketing Communications, Financial Reporting, Advertising, Problem Solving, Outlook, Teamwork, Analysis, Reimbursement, Policy Analysis, Microsoft Excel, Microsoft Word, Event Planning, Time Management, Marketing, Data Analysis, Budgets, Program Management, Accounting, Sales
Education
Providence College 2010 — 2011
Masters, MBA, 3.72
University of Rhode Island - College of Business Administration 2002 — 2006
Bachelors degree in Business, Business Administration
HubSpot October 2014 - Present
HubSpot January 2013 - October 2014
Verivo October 2012 - January 2013
Verivo Software February 2012 - October 2012
Pyxis Mobile May 2011 - February 2012
SS&C Technologies August 2010 - May 2011
State Street Bank October 2008 - August 2010
University of Connecticut March 2008 - August 2008
Skills
Sales Engineering, Technical Marketing, Marketing Automation, Web Services, CRM, Python, Sales, Technical Product Sales, Solution Architecture, Pre-sales Consulting, JavaScript, Mobile Applications, SQL, Databases, C#, Mobile Devices, Database Admin, .NET, SaaS, Active Directory, Scripting, Agile Methodologies, REST, ASP.NET, Windows Server, Rackspace, Project Management, WSDL, System Administration, Network Administration, Group Policy, Customer Engagement, HTML/CSS, Data Integration, CRM Integration
Education
The University of Connecticut 2005 — 2008
Bachelor of Arts, Mathematics
Rensselaer Polytechnic Institute 2002 — 2005
Computer Science
EY February 2015 - Present
Brown Brothers Harriman February 2008 - February 2015
State Street Bank 2005 - 2008
Skills
Fund Accounting, Client Services, Securities Lending, Bloomberg Terminal, Fund Administration, Bonds, ETFs, Middle Office, Collateral Management, Institutional..., AML, Hedging, Swaps, Prime Brokerage, Client Relationships..., Financial Reporting, Global Custody, International..., Microsoft Excel, Mutual Funds, Options, Client Relations
Education
Providence College 2000 — 2004
Bachelor's Degree, History
Xaverian Brothers
Xaverian Brothers
Waggener Edstrom Communications September 2015 - Present
Waggener Edstrom April 2012 - Present
Children's Hospital Boston December 2010 - March 2012
Schwartz Communications August 2010 - December 2010
Schwartz Communications September 2006 - August 2010
City of Boston 2003 - 2006
State Street Bank July 2001 - September 2003
Skills
Media Relations, Strategic Communications, Public Relations, Crisis Communications, Press Releases, Social Media, Marketing Communications, Internal Communications, Editing
Education
Regis College 2007 — 2009
M.S., Organizational and Professional Communication
University of Massachusetts, Amherst 1997 — 2001
B.A., English
Express Scripts January 2015 - Present
Express Scripts January 2013 - January 2015
Express Scripts January 2012 - February 2013
Wells Fargo Advisors January 2010 - December 2011
State Street Bank August 2008 - January 2010
Skills
Financial Analysis, Financial Modeling, Finance, Forecasting, Financial Reporting, Investments, Mutual Funds, Analysis, Leadership, Customer Service
Education
Webster University 2015 — 2016
Master of Business Administration (MBA)
Rockhurst University 2004 — 2008
BSBA, Finance/Economics
St. Louis University High School
Neigborhood House Charter School August 2015 - Present
Phoenix Charter Academy Network August 2014 - July 2015
HeadsUp, Inc. February 2014 - July 2014
Dr. Earl F. Calcutt Middle School / VSA Arts RI & URI April 2014 - June 2014
Year Up September 2013 - January 2014
InQuest Technologies February 2012 - April 2013
InQuest Technologies February 2010 - July 2010
State Street Bank July 2005 - November 2008
Skills
Community Outreach, Nonprofits, Social Media, Microsoft Office, Event Management, Social Networking, Quality Assurance, Software Documentation, Community Development, Marketing, Photography, Newsletters, PowerPoint, Customer Service, Public Speaking, Information Technology, Program Development, Grassroots, Grassroots Organizing, SaaS, CMS, Customer CMS Development
Education
Roger Williams University 2010 — 2014
Bachelor Degree of General Studies, Social Sciences
Chicago Title Insurance Company 2005 - Present
State Street Bank 2001 - 2003
State Street Bank 1995 - 2001
State Street Bank 1993 - 1995
State Street Bank 1990 - 1993
United States Postal Service 1980 - 1983
Skills
Commercial Escrow, Real Estate Transactions, Commercial Real Estate, Six Sigma, Operations Management, Operations Analysis, SWIFT payments, Securities Processing, User Acceptance Testing, Investment Properties, Securities, Sellers, Real Estate, Operational Analysis, Title Insurance, 1031 Exchanges, Escrow, Real Estate Financing, Buyers, Real Property
Education
Boston Latin Academy
Quincy College
Business Administration
The Hartford February 2014 - Present
State Street Bank April 2011 - February 2014
Groupe SEB May 2010 - February 2011
Skills
Fund Accounting, Financial Analysis, Finance, Bloomberg
Education
Providence College 2006 — 2010
B.S., Finance, Spanish
Burns & McDonnell March 2014 - Present
Vitran Express September 2013 - January 2014
WLX, LLC February 2005 - August 2013
Accountemps August 2003 - February 2005
Mid-Western Car Carriers July 2001 - January 2003
McGladrey & Pullen January 2001 - June 2001
State Street Bank January 2000 - January 2001
Worlds of Fun June 1991 - October 1999
Skills
Accounting, Access, Microsoft Excel, Training, Financial Analysis, Finance, Transportation, Software Documentation, Financial Reporting, Moodle, Project Management, Leadership, Account Reconciliation, Accounts Receivable, Team Building, Gap Analysis, Illustrator, iOS development
Education
Rockhurst University 2007 — 2009
MBA, Finance
University of Central Missouri 1995 — 1999
BS, Accounting
High School 1991 — 1994
General
Aspen Technology July 2015 - Present
Aspen Technology July 2014 - Present
Aspen Technology November 2011 - June 2014
PTC April 2010 - November 2011
PTC August 2005 - April 2010
State Street Bank 2002 - 2005
Skills
People Management, Program Management, Strategic Compensation..., Performance Management, Employee Relations, Employee Engagement, Coaching, Organizational..., Management Development, Compensation, Talent Management, Succession Planning, Onboarding, Incentive Programs, Talent Development, Strategic Planning, Compensation Planning, Leadership Development, Recruiting, Global Strategy, International HR, Middle East HR Business..., Workshop Facilitation, Contingency Planning, Equity Programs, Data Modeling
Education
Suffolk University 2005 — 2008
MS, Human Resources
Providence College 1997 — 2001
BS, Business Management
Overland Park Arboretum Train Garden July 2012 - Present
Argus Health Systems, Inc November 2006 - January 2010
State Street Bank July 2001 - July 2003
DST Systems, Inc March 1989 - July 2001
Advanced Business Consultants, Inc January 1987 - January 1989
American Trust Administrators, Inc January 1986 - January 1987
University of Health Sciences January 1985 - January 1986
National Dealer Services, Inc January 1983 - January 1985
National Dealer Services, Inc January 1982 - January 1983
Skills
JCL, Software Documentation, Agile Methodologies, SDLC, COBOL, Databases, Mainframe, Syncsort, Data Warehousing, Program Management, Fileaid, Systems Analysis, SPUFI, ISPF, IBM Utilities, SharePoint, Telecommunications, Unix, NDM, Xpediter
Education
Rockhurst University
Bachelor of Arts, Industrial Relations/Psychology
Rockhurst College
Bachelor of Arts (B.A.), Industrial Relations/Psychology
Rockhurst H.S.
Tewksbury Elementary School 2003 - Present
Callahan Contracting of Long Valley 2002 - 2010
State Street Bank 1987 - 1992
MCI Telecommunications 1981 - 1987
Skills
Customer Relations, Microsoft Office, Fundraising, Budgeting, Networking, Budget, Marketing, Sales, Budgets, Telecommunications, Training, Leadership, Editing, Management, Project Management, Teaching, Public Speaking, Leadership Development, Strategic Planning
Education
College of Saint Elizabeth 2013 — 2015
Graduate Certificate in a Pastoral Counseling for the Second Half of Life, Theology/Theological Studies
Providence College 1976 — 1980
BA, Art
Fontbonne Academy 1972 — 1976
Diploma
State Street Bank October 2014 - Present
State Street Bank March 2013 - October 2014
Blackbaud June 2011 - July 2014
Syracuse Silver Knights September 2011 - March 2013
Charleston Battery February 2010 - September 2011
Legrand/Pass & Seymour October 2010 - January 2011
Retirement Planning Associates 2009 - 2009
Skills
Coaching, Bloomberg Terminal, Internet Research, Marketing Strategy, Lead Generation, Pricing Analysis, Accounting, Financial Accounting
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
Rollins College 2005 — 2008
Bachelor of Arts (B.A.), Economics
Stradley Ronon 2007 - Present
State of New Jersey Office of the Attorney General 2004 - 2007
State Street Bank 2001 - 2003
Merrill Lynch 1998 - 2001
Education
Rutgers University School of Law - Camden 2003 — 2007
Doctor of Law (J.D.)
Rider University 2001 — 2007
Master of Business Administration (M.B.A.)
University of Delaware 1994 — 1998
Bachelor of Science (B.S.)
State Street Bank June 2011 - Present
State Street Bank October 2009 - June 2011
Skills
Fund Accounting, Financial Reporting, Accounting, Financial Analysis, Bloomberg, Account Reconciliation, Employee Training, Teaching, Bloomberg Terminal, Securities
Education
Quinnipiac University 2007 — 2008
Master's degree, Secondary Education and Teaching
Quinnipiac University 2003 — 2007
Bachelor's degree, History
PRA Health Sciences September 2014 - Present
State Street Bank July 2010 - September 2014
The UPS Store 2006 - 2010
State Street Bank June 2009 - December 2009
Skills
Finance, Accounting, Financial Reporting, Bloomberg, Financial Accounting, Mutual Funds, Banking, Customer Service, Account Reconciliation, Microsoft Office, Project Analysis
Education
Rockhurst University 2011 — 2013
Master's of Business Administration
Rockhurst University 2006 — 2010
Bachelors of Science, Business Administration, Accounting
Brown Brothers Harriman October 2013 - Present
State Street Bank March 2010 - October 2013
State Street Bank May 2008 - March 2010
State Street Bank July 2007 - May 2008
Investors Bank & Trust June 2007 - July 2007
Investors Bank & Trust July 2006 - June 2007
Skills
Fund Accounting, Bloomberg, Account Reconciliation, Financial Analysis, Mutual Funds, Accounting, Equities, Corporate Actions, Fixed Income, Financial Accounting, Derivatives, Securities, Valuation, Bloomberg Terminal, Financial Statements, Fund Of Funds
Education
Providence College 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Stifel Financial Corp. August 2013 - Present
State Street Bank June 2012 - July 2013
Skills
Financial Reporting, Data Analysis, Research, Accounting, Financial Analysis, Financial Accounting
Education
Rockhurst University 2012 — 2013
Master of Business Administration, MBA - Accounting
Rockhurst University 2008 — 2012
Bachelor of Science in Business Administration, Accounting
State Street Bank April 2013 - Present
State Street Bank June 2011 - April 2013
LTC Cleaning LLC April 2010 - June 2011
New England Sports Network January 2011 - April 2011
Standard Parking March 2009 - March 2010
Regis College October 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Outlook, Microsoft Word, Public Speaking, Social Media, Social Networking, Research, Fundraising, Team Leadership, Bloomberg Terminal, Bloomberg, Mutual Funds, Leadership, Fund Accounting, Financial Services, Account Reconciliation
Education
Southern New Hampshire University 2014 — 2016
MBA, Finance, General
Regis College 2007 — 2011
Bachelor of Arts, Management, Law & Government
David & Young November 2010 - Present
Crimzon Rose International March 2009 - November 2010
Market-Direct June 2005 - December 2008
Com-Direct Limited June 2005 - September 2006
State Street Bank 2003 - 2005
Skills
Sales Management, Account Management, Product Management, Product Development, Sales, Management, Marketing Strategy, New Business Development, Strategy, Program Management, Budgets, Manufacturing, Marketing, Risk Management, Retail, Logistics, Analysis, Fashion
Education
Rollins College 1999 — 2003
BA, Economics
The Providence Country Day School 1991 — 1999
Pioneer Investments March 2007 - Present
State Street Bank August 2001 - March 2007
Skills
Mutual Funds, Fund Accounting, Bloomberg, Fixed Income, Equities, Asset Managment, Securities, Investments, Corporate Actions, Fund Administration, Derivatives, Financial Services, Financial Analysis, Financial Forecasting, Mergers & Acquisitions, Analysis, Asset Management
Education
University of Massachusetts Boston 2003 — 2006
Master of Business Administration (M.B.A.)
Providence College 1997 — 2001
Bachelor of Science (B.S.), Management
Holy Ghost Preparatory School 1994 — 1997
Stanley Black & Decker, Inc. August 2015 - Present
Sensata Technologies July 2013 - August 2015
The Roosevelt Investment Group February 2012 - June 2013
State Street Bank July 2008 - February 2012
State Street Bank June 2007 - July 2008
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Corporate Finance, Fund Accounting, Finance, Account Reconciliation, Portfolio Management, Asset Management, International Trade, Foreign Exchange, Investor Relations, Asset Managment, Trading
Education
Roger Williams University 2003 — 2007
Bachelor's Degree, Finance
Guaranteed Rate January 2013 - Present
Greenpark Mortgage 2008 - 2011
Mortgage Financial 1998 - 2008
Fleet Mortgage Corporation 1994 - 1998
First Eastern Mortgage a division of First Federal Savings Bank of Boston 1991 - 1994
State Street Bank 1990 - 1991
Skills
Refinance, Mortgage Lending, Mortgage Banking, VA loans, FHA financing, Residential Mortgages, Certified Mortgage..., Reverse Mortgages, Mortgage Underwriting, Credit, Loans, VA Loans
Education
Stonehill College 1985 — 1989
Bachelor of Science (B.S.), Finance
Richmond, The American International University in London 1987 — 1987
Studied abroad, Finance
BMC HealthNet Plan/Well Sense Health Plan June 2014 - Present
Harvard University January 2014 - April 2014
adidas group January 2012 - January 2014
State Street Bank November 2010 - December 2011
Sprint Nextel Corporation August 2003 - November 2010
State Street May 2001 - May 2003
Xerox Document Company October 2000 - January 2001
Skills
Troubleshooting network..., Active Directory..., Mac OS X troublshooting..., DNS, VPN, Printers, Routers, Active Directory, Servers, XP, TCP/IP, DHCP, Group Policy, Windows Vista, Windows Server, VMware, Troubleshooting, LAN-WAN, Blackberry Enterprise..., Networking, Windows 7, Software Installation, OS X, Norton Ghost, Technical Support, Microsoft Certified..., Laptops, Blackberry, A Certified, Hardware, Help Desk Support, Linux, System Administration, System Deployment, Windows XP
Education
ITT Technical Institute-Norwood 2013 — 2015
Applied Science, Computer/Information Technology Administration and Management
Rochester Institute of Technology 1994 — 2000
Bachelor of Science, Applied Arts and Sciences; Exercise Therapy; Exercise Science and Health Administration
ComputerTraining 2008 — 2009
Microsoft Training, Microsoft Networking Technology Program
State Street Bank December 2005 - Present
State Street Bank October 2002 - November 2005
Presbyterian Homes and Services Inc. November 2001 - October 2002
Skills
Bloomberg, Account Reconciliation, Microsoft Excel, Financial Analysis, Securities, Fixed Income, Financial Statements, Equities
Education
Rider University
BS, Finance
Hammond Residential November 2010 - Present
Hammond Residential Real Estate 2010 - Present
Indoor soccer/ futsal coach 2012 - 2014
Ford Realty Brookline January 2001 - December 2010
State Street Bank 1997 - 1999
Citibank 1995 - 1997
Skills
Condos, Referrals, First Time Home Buyers, Real Estate, Residential Homes, Real Property, Rentals, Sales, Relocation, Buyer Representation, Real Estate Transactions, Single Family Homes, Sellers, Investment Properties, Buyers, Real Estate Development, Luxury
Education
Queens College 1984 — 1986
Bachelor's degree, English Language and Literature/Letters
The Hebrew University 1982 — 1985
International Relations
Bronx High School of Science 1978 — 1982
HS Diploma
Wagner JHS 167 1976 — 1978
PS 158 1969 — 1977
Branch Banking and Trust January 2010 - Present
Cisco November 2007 - November 2009
APC-MGE 2004 - 2007
State Street Bank September 1999 - November 2002
Skills
Data Center, Cloud Computing, Information Technology, Smart Grid, Organizational Design, Product Management, Cross-functional Team..., Enterprise Software, Project Management, Program Management, Vendor Management, SaaS, Business Development, Solution Selling, Telecommunications, Disaster Recovery, Executive Management, Strategic Planning, CRM, IT Operations, Strategy, Integration, Leadership
Education
Salve Regina University 2002 — 2007
MBA, Management
Roger Williams University 1974 — 1977
BSEE, Engineering
Plymouth, Mass Actively seeking virtual employment in the travel industry.Billing RepresentativeLaboratory Billing SolutionsDecember 2006 — April 2009
State Street Bank June 2001 — September 2001
Boston Financial Data Services August 1998 — March 2001
Vantage Deluxe World Travel March 1997 — December 1997
TNT Vacations January 1991 — October 1996
Skills
Billing, Call Center, Data Entry, Customer Service, New Account Opening, Quality Assurance, Training, Management, Call Centers
Education
Quincy College 1989 — 1991
Associates Degree, Tourism and Travel Services Management
Eagle Investment Systems June 2013 - Present
Deutsche Bank November 2008 - June 2015
State Street Bank April 2008 - November 2008
Investors Bank & Trust April 2005 - April 2008
Skills
Fixed Income, Sales, Financial Analysis, Investments, Financial Modeling, Financial Services, Equities, Valuation, Asset Management, Risk Management, Portfolio Management
Education
Rollins College 2000 — 2004
Bachelor of Arts (BA), Sociology
Belmont Hill School 1997 — 2000
State Street Bank March 2013 - Present
H&M Income Tax Preparation January 2007 - Present
State Street Bank January 2012 - March 2013
State Street Bank January 2007 - January 2012
Putnam Investments December 1999 - December 2006
Skills
Mutual Funds, Bloomberg, Fixed Income, Equities, Trading, Securities, Series 63, Investments, Series 7, Asset Managment, Financial Services, FX Options, Process Improvement, Back Office, Financial Risk, Analysis, Hedge Funds, Asset Management, Alternative Investments
Education
Providence College 1995 — 1999
Bachelor of Science
JP Morgan Chase August 2009 - Present
State Street Bank June 2007 - July 2009
Investors Bank and Trust Company June 1997 - June 2007
Skills
Corporate Actions, Fund Accounting, Mutual Funds
Education
Providence College 1993 — 1997
State Street Corporation August 2007 - Present
Investors Bank and Trust November 2005 - July 2007
Investors Bank & Trust April 2002 - November 2005
State Street Bank January 2000 - February 2002
State Street Toronto January 1999 - December 1999
Education
Regis College
State Street Bank January 2011 - September 2015
Second Nature Wildlife September 2009 - December 2009
NBTY February 2003 - August 2009
Operation Love Ministries December 2007 - April 2009
Dr. Barbara Seniors Harkins September 2008 - October 2008
United Iriguenos Organization December 2007 - February 2008
Skills
Budgets, Financial Statements, Accounting, Microsoft Office, Internal Controls, Financial Reporting, Auditing, Cash Flow, Analysis, Sales, Financial Accounting, Financial Analysis, Customer Service, General Ledger, Account Reconciliation, Bank Reconciliation, Accruals
Education
Southern Illinois University, Carbondale 2009 — 2010
Master, Accounting
Southern Illinois University, Carbondale 2001 — 2005
Bachelor, Accounting
Purdue University 1996 — 2001
Bachelor, Industrial Engineering
Carbondale Community High School 1992 — 1996
State Street Corporation January 1999 - Present
Princeton Financial Systems, Inc. 1993 - 2000
State Street Bank September 1993 - January 1999
American Reliance Group September 1991 - September 1993
american reliance insurance company 1988 - 1993
American Reliance Group September 1989 - September 1991
Skills
Financial Services, Business Analysis, Analysis, Financial Reporting, Fixed Income, Budgets
Education
Rider University 1984 — 1989
South Plainfield High School 1980 — 1984
State Street Bank 2003 - Present
State Street 2003 - 2008
Deutsche Bank 1995 - 2003
Deutsche Bank 1995 - 2003
Education
Providence College 1990 — 1994
Math, Math, Business
Braintree School Dep. July 1987 - Present
State Street Bank January 1986 - January 1987
Roxie's Market January 1981 - January 1985
Skills
Furniture Maker, Drummer
Education
Quincy College 1990 — 1995
Associate's Computer Sci., Computer Programming
Quincy High/Vo-Tech 1981 — 1983
Diploma, Cabinetmaking and Millwork, 100
ScriptPro May 2014 - Present
Quintiles April 2011 - May 2014
Quintiles March 2008 - April 2011
NovaStar Financial June 2005 - November 2007
NovaStar Financial March 2003 - June 2005
State Street Bank January 2001 - March 2003
State Street Bank August 1999 - January 2001
Skills
Finance, Accounting, Project Finance, Financial Analysis, Financial Modeling, Financial Reporting, Process Improvement, Budgets, Internal Controls, Business Analysis, Treasury, Financial Planning, Sarbanes-Oxley Act, ACH, Remote Deposit Capture, Positive Pay, Debt Compliance, NPV, Journal Entries, Cash Management, Line of Credit, Project Management, Lockbox, Foreign Exchange, Inflation, Contractual Agreements, PeopleSoft, Oracle, Concur, Siebel, Forecasting
Education
Rockhurst University 2000 — 2003
MBA
The University of Kansas 1996 — 1999
Business, Finance
BNY Mellon May 2013 - Present
State Street Bank April 2003 - April 2013
State Street Bank April 1996 - April 2003
State Street November 1993 - April 1996
State Street September 1992 - November 1993
Skills
Collateral Management, Securities Lending, Securities, Alternative Investments, Money Market, Hedge Funds, Equities, Asset Management, Treasury Management, Fixed Income, Risk Management, Corporate Actions, Bloomberg, Financial Services, Middle Office, Equity Trading
Education
Suffolk University - Sawyer Business School 1998 — 2000
MBA, Finance
Providence College 1987 — 1991
BS, Accounting
Cardinal Spellman High School 1983 — 1987
Sun Capital Adviser LLC. November 2012 - Present
Sun Capital Advisers LLC. May 2006 - October 2012
State Street Bank June 2000 - May 2006
LEASECOM 1998 - 2000
Education
Quinnipiac University 1990 — 1994
Accounting
Pyramis Global Advisors, a Fidelity Company September 2012 - Present
State Street Bank September 1994 - September 2012
Education
Rhode Island College
State Street Bank April 2000 - Present
Putnam Investments June 1990 - April 2000
Skills
Disaster Recovery, Financial Services, Business Analysis, SDLC, Process Improvement, Vendor Management, PMO, Software Project..., Program Management, Project Portfolio..., PMP, Security, Requirements Gathering, Outsourcing, Visio, Requirements Analysis, Risk Management, Data Warehousing, IT Strategy, Software Development
Education
Rhode Island College 1991 — 1993
MS, Instructional Technology
Rhode Island College 1983 — 1986
BS, Computer Science - Minor in Mgt
Fidelity Investments January 2015 - Present
State Street April 2012 - September 2014
RBS Citizens 2010 - March 2012
Hasbro June 2009 - July 2009
State Street February 2002 - 2009
Independent Contractor January 1998 - December 2001
Independent Contractor January 1994 - 1998
State Street Bank 1988 - 1993
Skills
Technical Project..., Project Planning, Integration, Financial Services, Risk Management, Software Development, Analysis, PMP, PMO, Stakeholder Engagement, Requirements Gathering, SDLC, Data Warehousing, Resource Management, Vendor Management, Portfolio Management, Waterfall, Business Strategy, Systems Implementation, Performance and QA..., Planview, Customer Relations, Mentoring, Web Project Management, Web Development, Application Lifecycle..., Technical Leadership, Distributed Systems, Technology Integration, Matrix Management, Application Architecture, Program Management, Equities, Corporate Actions, Fixed Income, Corporate Trust, Options, Derivatives, CDO, LBO, Trading, Investments, MBS, Accounting, Budgeting, Network Architecture, Penetration Testing, Disaster Recovery, Business Analysis, Project Management
Education
Rhode Island College
Bachelor's degree, Business Administration and Management, General
Sobi Inc December 2014 - Present
Aveksa, Inc. August 2009 - December 2014
IONA Technologies, Inc. July 2005 - 2008
State Street Bank 2003 - 2005
Education
Roberts Wesleyan College 1999 — 2003
Michael Page International April 2008 - Present
State Street Bank August 2006 - April 2008
Education
Providence College 2002 — 2006
CenturyLink February 2013 - Present
Genworth Financial Wealth Management June 2011 - January 2013
Union Bank October 2007 - June 2011
Union Bank October 2005 - October 2007
Union Bank October 2000 - October 2005
State Street Bank July 1998 - August 2000
Skills
Strategic Planning, Business Strategy, Strategic Initiatives, Strategic Sales Plans, Business Analysis, Cross-functional Team..., Cross Functional..., Competitive Intelligence, Analytics, Budget P&L, Financial Modeling, Capital Budgeting, Database Design, Data Mining, Ad Hoc Reporting, Sales Compensation, Balanced Scorecard, Key Performance..., Financial Analysis, Strategy, P&L Management, Analysis, Finance
Education
University of San Francisco - Masagung Graduate School of Management 2003 — 2006
MBA, Finance, General
Rochester Institute of Technology 1992 — 1996
BA, Business
State Street Bank October 2006 - Present
State Street 1997 - 2008
Skills
Global Custody, Corporate Actions, Settlement, SWIFT, Risk Management, Customer Relations, PowerPoint, Client Service, Excel, Operations Management, Securities, Emerging Markets, Negotiation, Microsoft Office, Cash, Word, Problem Solving, Back Office, Banking, Capital Markets, Client Services, Equities, Financial Risk, Financial Markets, Fixed Income, Financial Services, Investments, Portfolio Management, Relationship Management, SWIFT payments
Education
Roger Williams University 1993 — 1997
ANB Bank June 2012 - Present
Cushman & Wakefield January 2006 - October 2012
Clayton Fixed Income Services January 2005 - July 2006
State Street Bank May 2004 - December 2004
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Investments, Strategy, Real Estate, Credit Analysis, Equities, Commercial Real Estate, Commercial Lending, Mortgage Lending, Mergers
Education
Providence College 2000 — 2004
B.S, Finance
Copper Rock Capital February 2012 - Present
Putnam Investments May 2011 - December 2011
Old Mutual Asset Management November 2010 - May 2011
State Street Global Advisors February 2009 - December 2009
State Street Bank July 2007 - December 2008
Columbia Management January 2001 - December 2006
Putnam Investments January 1998 - January 2001
Skills
Equities, Fixed Income, Portfolio Management, Business Analysis, Mutual Funds, Asset Management, Investments, Financial Services, Process Improvement
Education
Purdue University 1993 — 1997
BS, Accounting
U.S. Bank August 1998 - August 2015
BankBoston / RI Hospital Trust November 1996 - August 1998
State Street Bank January 1995 - November 1996
The Wallace Law Registry November 1994 - December 1994
Fleet Bank / Manpower Temporary Services May 1992 - December 1993
Michael Westerman, Esq. / Michael Devane, Esq. June 1990 - February 1992
R.I. Attorney General’s Office September 1989 - June 1990
Skills
Finance, Bonds, Securities, Securities Offerings, Securities Regulation, Financial Services, Capital Markets, Loans, Corporate Law, Legal Writing, Legal Research, Risk Management, Litigation, Civil Litigation, Commercial Lending, Structured Finance, Trusts, Mutual Funds, Banking, Portfolio Management, Relationship Management, Securitization, Credit, Credit Analysis, Fixed Income, Commercial Banking, Mortgage Lending, Due Diligence, Investments
Education
University of Massachusetts Dartmouth 1988 — 1991
J.D., Law
Providence College 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Brown Brothers Harriman December 2011 - Present
Brown Brothers Harriman December 2011 - August 2012
State Street Bank January 2011 - December 2011
State Street January 2006 - January 2011
Skills
Finance
Education
Providence College 1999 — 2003
BS, Business
State Street Bank January 2012 - Present
State Street Corporation May 2008 - December 2011
State Street Bank May 2007 - May 2008
H D Dimension Corporation/Onsite at State Street Corporation January 2006 - May 2007
City University of New York September 2003 - December 2005
Magna Securities August 2004 - March 2005
Corinthian Partners LLC September 2004 - January 2005
Rajput Glass Company May 2001 - June 2003
Skills
Business Analysis, Outsourcing, Requirements Gathering, CRM, Financial Modeling, Analysis, Equities, Middle Office, SDLC, Team Management
Education
Zicklin School of Business, Baruch College, CUNYNew 2003 — 2005
Master, Business Administration; Finance & Investments
Punjab Technical University
S.L.I.E.T
State Street Bank November 2005 - Present
Education
Suffolk University - Sawyer Business School 2006 — 2009
MBA
Roger Williams University 2000 — 2004
BS, Business Management
Bank of America April 2006 - May 2010
State Street Bank April 2004 - April 2006
Deutsche Asset Management September 2001 - April 2004
Pioneer Investment Management November 1999 - September 2001
Skills
Management, Accounting, Financial Analysis, Banking, Investments, Portfolio Management, Financial Reporting, Mutual Funds, Analysis
Education
Roger Williams University 1995 — 1999
Bachelor or Science, Accounting
Galway Junior Senior High School
Columbia Management Investment Services 2007 - Present
Boston Financial Data Services, Inc. 2000 - 2007
State Street Bank August 1996 - December 1997
Skills
Series 63, Series 6, 529 Plans, Mutual Funds, Securities, Relationship Management, Equities, Process Improvement, Management
Education
Rhode Island College 1992 — 1996
B.S., Managerial Accounting
Blue Cross & Blue Shield of Rhode Island January 2013 - Present
Lifespan November 2010 - January 2013
Johnson & Associates January 2009 - November 2010
Clarendon Group September 2001 - December 2008
State Street Bank January 1992 - September 1996
Education
Providence College 1986 — 1990
BA, Art History
Santander Bank, N.A. 2015 - Present
Vista Higher Learning January 2014 - December 2014
Alliance Francaise of Boston 2010 - June 2014
International School of Boston November 2013 - February 2014
State Street Bank July 2008 - March 2013
Berlitz Corporation 2006 - 2009
State Street Bank 2007 - July 2008
State Street Bank February 2006 - 2007
Whole Foods Market 2001 - 2005
Skills
Leadership, Teaching, Academic Publishing, translation, Publishing, Transcription, Academic Writing, Proofreading, Academic content..., Copy Editing, Content Management, Creative Writing, Microsoft Excel, Public Speaking, French, Editing, Customer Service, English, Nonprofits, Event Planning, Project Management, Training, Relationship Management, Securities, Equities, International Relations, Research, Data Analysis, Higher Education, Fundraising, Analysis, Settlement, Program Management, Back Office, Translation, French Teaching, Management, Microsoft Office, Social Media, Strategy, Financial Services
Education
University of Massachusetts Boston 2002 — 2005
Bachelor of Science in Management, Concentration in International Management
Roxbury Community College 2000 — 2002
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Université Paris Sud (Paris XI) / University Paris XI 1999 — 2000
DEUG 1, Law
State Street Bank June 2001 - Present
Education
Providence College 1997 — 2001
The Foundation Schools January 2004 - Present
The Foundation Schools August 2000 - December 2003
Fairfax County Public Schools August 1995 - June 2000
State Street Bank March 1993 - July 1995
Skills
Teaching, Instructional Technology, Curriculum Design, Training, Curriculum Development, Staff Development, IT Management, Network Administration, Computer Network..., Educational Leadership, Higher Education, Lesson Planning
Education
The George Washington University 1995 — 1998
Masters, Education
Providence College 1988 — 1992
Bachelor of Arts, Mathematics
Self Employed June 2003 - Present
State Street Bank September 1995 - October 2003
Putnam Investments 1994 - 1995
Liberty Funds Group 1993 - 1994
Tufts Health Plan 1992 - 1993
Education
Providence College 1986 — 1990
BA, Sociology
The Rivers School 1982 — 1986
Liberal Arts
Access Data October 1998 - November 2008
State Street Bank October 1997 - October 1998
Federated Investors April 1996 - October 1997
Education
Robert Morris University 1991 — 1995
Prudential Financial March 2006 - Present
State Street Bank June 2004 - March 2006
Skills
Financial Services, Trading, Equities, Team Building, Customer Retention, Fixed Income, Mutual Funds, Securities, Asset Managment
Education
Rider University 2001 — 2004
MBA, Finance
Rutgers University-New Brunswick 1991 — 1999
BS, Environmental Science
BlackRock April 2012 - Present
State Street Bank July 2007 - October 2011
State Street January 2001 - July 2007
Merrill Lynch June 1998 - January 2001
Skills
Pricing, Corporate Actions, Trade Operations, Markitwire, BlackRock Aladdin, DTC, Bloomberg, Reuters, Fund Administration, Middle Office, Fixed Income, Bloomberg Terminal, Bonds
Education
Rider University 1994 — 1998
Bachelor of Science in Business Administration, Accounting & Finance
HarbourVest Partners May 2014 - Present
Brown Brothers Harriman October 2012 - June 2014
Brown Brothers Harriman April 2008 - October 2012
State Street Bank 2007 - 2008
Putnam Investments August 2006 - December 2006
MEDITECH May 2005 - August 2005
MEDITECH May 2004 - August 2004
Skills
Corporate Actions, Global Custody, Bloomberg, Mutual Funds, Securities, Fixed Income, Equities, Series 7, DTC, Fund Accounting, Investments, Settlement, Middle Office, Fund Administration, Securities Lending, Bloomberg Terminal, SWIFT payments, Back Office, SWIFT messaging, Trading Systems, Financial Services, Business Analysis, Operational Risk..., Business Requirements, Foreign Exchange, Technical Analysis, Financial Markets, Analysis, Business Development, Management
Education
Southern Connecticut State University 2003 — 2006
Bachelor's Degree, Business Management
Quinnipiac University 2001 — 2003
Business Management
Bank of America 2003 - Present
State Street Bank 1998 - 2002
Fidelity Investments 1995 - 1998
Education
Quincy College 1984 — 1985
State of Georgia June 2009 - Present
Bottomline Technologies April 2008 - June 2009
Optio Software 2000 - 2008
State of Georgia -Investment Division 1995 - 2000
Boston Financial Data Services 1993 - 1995
State Street Bank 1990 - 1993
IBM 1987 - 1990
Merrill Lynch 1986 - 1987
John Blair Television 1984 - 1986
Education
Rosemont College 1979 — 1983
BA, Humanities
State Street Bank Vice PresidentBank of AmericaJune 2005 - April 2008
Fleet Bank 2000 - 2004
Bank of Boston 1988 - 1999
Education
Providence College 1984 — 1988
BA, Economics
The Wheeler School August 1996 - Present
State Street Bank April 1995 - August 1996
TJX Companies March 1994 - March 1995
Skills
Microsoft Office, Teaching, Program Management, HTML, Data Analysis, Research, Public Speaking, Team Leadership, Social Media, PowerPoint, Microsoft Excel, Educational Technology, Java, Microsoft Word, Editing
Education
Providence College 1982 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Crestwood Midstream Partners LP August 2015 - Present
Banking March 2015 - April 2015
State Street Bank December 2013 - March 2015
United Biosource Express Scripts September 2013 - October 2013
Economic Development Corporation of Kansas City August 2013 - August 2013
Haldex December 2007 - March 2013
Robertson Properties and Plumbing April 2004 - December 2007
UMB Bank December 2000 - March 2003
Cap Gemini Ernst & Young January 1995 - December 2000
Farmland Industries September 1982 - January 1995
Skills
Cash Management, Forecasting, Finance, Cash Flow, Budgets, Auditing, Budgeting, Cash Flow Forecasting, Banking, Loans, Project Accounting, JDE Enterprise One, Microsoft Dynamics, SAP, Cost Accounting, Financial Reporting, Managerial Finance, Accounting, Corporate Finance, Accounts Receivable, Analysis
Education
Rockhurst University 1999 — 2003
MBA, Finance and International Business
University of Nebraska-Lincoln 1978 — 1982
BS, Agricultural Business and Education
State Street August 2014 - Present
State Street Bank December 2011 - Present
State Street Bank July 2010 - December 2011
State Street Corporation (formerly Investors Bank and Trust) June 2005 - January 2011
State Street Corporation (formerly Investors Bank and Trust) June 2004 - June 2005
Investors Bank and Trust June 2002 - June 2004
BancBoston Capital August 2000 - June 2002
Investors Bank and Trust August 1999 - August 2000
Skills
Fund Accounting, Finance, Financial Reporting, Investments, Accounting, Mutual Funds, Valuation, Alternative Investments, Portfolio Management, Auditing, Equities, Management, Bloomberg, Financial Services, Analysis, Private Equity, Internal Controls
Education
Sawyer School of Management, Suffolk University
M.S, Accounting
Providence College 1995 — 1999
B.A, Business Economics
Bank of America May 2011 - Present
Bank of America May 2010 - May 2011
State Street Bank November 2006 - March 2009
Merrill Lynch February 2002 - November 2006
Merrill Lynch July 2004 - August 2006
Merrill Lynch October 2003 - July 2004
Merrill Lynch February 2002 - February 2003
Skills
Visio
Education
Rider University
BS, Computer Information Systems
J.P. Morgan July 2013 - Present
Oberon Securities, LLC July 2012 - June 2013
State Street Bank June 2011 - August 2011
Education
Providence College 2008 — 2012
Portsmouth Abbey School 2004 — 2008
State Street Bank June 2005 - Present
Skills
Mutual Funds, Bloomberg, Fixed Income, Equities, Securities, Hedge Funds, Derivatives, Fund Accounting, Investments, Fund Administration, Financial Services, Asset Management, Portfolio Management, Alternative Investments, Financial Analysis, Banking, Valuation, Capital Markets, Bloomberg Terminal, Financial Markets
Education
Regis College 2001 — 2005
Bachelor of Arts (BA), International Business/Spanish
Harvard Management Company September 2014 - Present
Harvard Management Company October 2012 - August 2014
State Street Bank June 2011 - September 2012
John Hancock Life Insurance Company (U.S.A.) June 2010 - August 2010
Skills
Fund Accounting, Bloomberg, Corporate Actions, Securities, Fixed Income, Mutual Funds, Bank Reconciliation, NAV Reconciliation
Education
Providence College 2007 — 2011
Bachelor of Arts, Business Economics & Political Science
Saint John's High School 2004 — 2007
State Street Bank August 2010 - Present
Millennia Technologies Inc. November 1995 - August 2010
John Hancock Financial Services 2001 - 2010
Skills
SDLC, Software Project..., Software Development, Requirements Analysis, Data Warehousing, Business Analysis, Microsoft SQL Server, PL/SQL, DB2, Agile Methodologies, Enterprise Architecture, .NET, COBOL, Business Process...
Education
Rhode Island College 1979 — 1983
Bachelor of Arts (B.A.), Computer Science
J.P. Morgan 2010 - 2011
State Street Bank January 2006 - April 2010
Education
Providence College 1991 — 1995
Bachelor of Science, Finance
CRE Management, LLC December 2014 - Present
Boston Development Group December 2012 - November 2014
State Street Bank April 2012 - December 2012
State Street Bank January 2011 - March 2012
State Street Bank October 2008 - December 2010
State Street Bank(formerly IBT) July 2007 - September 2008
Skills
Finance, Mutual Funds, Private Equity, Fund Accounting, Bloomberg, Financial Analysis, Fixed Income, Microsoft Excel, Financial Services, Securities, Equities, Accounting, Investments, Risk Management, Asset Management, Financial Modeling, Microsoft Office, Portfolio Management, Fund Administration
Education
Simmons College - Simmons School of Management
Master of Business Administration (M.B.A.)
Roger Williams University 2003 — 2007
Bachelor of Science, Business Management
J.P. Morgan April 2013 - Present
STATE STREET CORPORATION April 2011 - March 2013
State Street Bank September 2010 - April 2011
State Street Bank March 2008 - August 2010
State Street Bank November 2006 - February 2008
NORWOOD MOTORGROUP January 2005 - January 2006
Education
D’Amore-McKim School of Business at Northeastern University 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rhode Island College
Master's degree, English Language and Literature, General
University at Buffalo
Bachelor of Arts (B.A.), English Language and Literature, General
Mesirow Financial September 2013 - Present
Loop Capital Markets April 2012 - August 2013
Raymond James & Associates, Inc April 2011 - June 2012
Barclays Capital June 2006 - January 2011
Merrill Lynch April 1999 - June 2006
State Street Bank January 1992 - April 1999
State Street Bank & Trust 1992 - 1999
Skills
Fixed Income, Bonds, Series 7, Series 63, Trading, Capital Markets, Investment Banking, Securities, Derivatives, Structured Products, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Interest Rate..., Asset Management, Mutual Funds, Options
Education
Providence College 1987 — 1991
BA, Political Science
SEI October 2011 - Present
State Street Bank January 2001 - July 2011
Merrill Lynch May 1997 - January 2001
Education
Rider University
Bachelor's degree, Accounting
Advanced Signing LLC 2013 - Present
JB Automotive Enterprises March 2012 - January 2013
Infiniti of Norwood March 2011 - March 2012
Independent Sign of Boston May 2005 - March 2010
State Street Bank July 1995 - December 2001
Skills
Massachusetts Certified..., 3M Site Certified..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Teaching
Education
Providence College
Marketing
State Street July 2013 - Present
State Street Bank April 2009 - July 2013
State Street March 2008 - April 2009
Bell Capital Management January 2008 - February 2009
Skills
Process Improvement, Operations Management, Project Management, Team Leadership, Business Process..., Change Management, Call Center, Client Services, Access, PowerPoint, Microsoft Word, Teamwork, Microsoft Office, Relationship Management
Education
Quincy College 1995 — 1997
Associates, Organizational Communications
State Street Bank September 2008 - Present
Lazard Asset Management March 2000 - August 2008
Morgan Stanley Investment Management August 1998 - March 2000
Education
Queens College
BS, Accounting and Information Systems
State Street Bank October 2011 - Present
MEGA International April 2011 - August 2011
Kiley & Company January 2010 - June 2011
Manfield Center for Nursing and Rehabilitation September 2006 - December 2010
Skills
Mutual Funds, QuickBooks, Financial Statements, Tax, Corporate Tax, Financial Analysis, Management, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Access, Microsoft Office, Fund Accounting, Customer Service, Budgets
Education
Roger Williams University 2007 — 2011
BS, Accounting
Edwin O. Smith Highschool 2004 — 2007
Loomis, Sayles & Company July 2013 - Present
State Street Bank November 2007 - June 2013
Karen's Pace Gym June 2003 - July 2005
State Street June 1996 - June 2003
Skills
Troubleshooting, Active Directory, Disaster Recovery, XP, Windows Server, BMC Remedy, Technical Support, IT Management, Vendor Management, Requirements Gathering, Software Documentation, DNS, SCCM, Help Desk Support, Operating Systems, VPN, Windows 7
Education
Quincy College 1996 — 2007
Associates Degree, IT
Black & Veatch October 2012 - Present
Blue Valley School District August 2011 - July 2012
Sprint LTD now CenturyLink 1997 - 2002
State Street Bank 1995 - 1997
Skills
Computer Proficiency, HTML, css, Dreamweaver, Project Management, Social Media, Procurement, Finance, Financial Analysis, Management, Accounting, Microsoft Excel, Team Building, Analysis, Process Improvement, Project Planning, Public Speaking, Budgets, Team Management
Education
Rockhurst University 1996 — 2000
Master of Business Administration (M.B.A.), Organizational Behavior Studies
The George Washington University 1999 — 2000
Professional Certificate, Project Management
Rockhurst University 1992 — 1995
Bachelor of Applied Science (B.A.Sc.), Accounting
State Street Bank 1982 - December 2012
Skills
Tandem Himalaya, Remedy Ticketing System, Prognosis, Viewpoint, Batchcom, Spoolcom, FUP, SCF, PCOM, Autosys, DEC, Console Manager, Process Scheduler, Tape Libraries, Remedy Administration, Production Support
Education
Quincy College 1978 — 1980
Associate's degree, Computer Science, 3.5
Quincy High School 1973 — 1975
JPMorgan Chase July 2013 - Present
State Street Bank 2011 - 2013
State Street 2001 - 2013
Skills
Mutual Funds, Process Improvement, Financial Services, Equities, Global Operations, Fixed Income, Vendor Management, Customer Service, Financial Analysis, Risk Management, Managerial Finance
Education
Rockhurst University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
State Street August 2015 - Present
Partners HealthCare March 2013 - Present
State Street Bank January 2012 - March 2013
State Street Bank September 2007 - January 2012
Investors Bank and Trust September 2006 - September 2007
Skills
Microsoft Excel
Education
Providence College
Bachelor's degree, Economics
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)
State Street Bank June 2010 - Present
Education
Providence College 2006 — 2010
Bachelor of Arts (B.A.), Business/Managerial Economics
Babson College December 2014 - Present
Tufts Medical Center May 2008 - December 2014
Best Buy November 2005 - November 2012
Tufts Medical Center June 2006 - June 2008
Tufts Medical Center March 2004 - June 2006
Massachusetts Institute of Technology (MIT) April 2002 - June 2004
State Street Bank March 1999 - September 2001
Skills
Lawson HRIS, Kronos WFC, Microsoft Office, Payroll, Accounts Payable, Access, Customer Service, Data Entry, Accounting, PowerPoint, Outlook, Microsoft Word
Education
Computer Learning Center
Network Techonology, Computer Systems Networking and Telecommunications
Quincy College
Programming, Computer Science
The Newman School
General Studies