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.
State Street Bank Salaries. You can even request information on how much does State Street Bank pay if you want to. Learn about salaries, pros and cons of working for State Street Bank directly from the past employees.
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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
Cerner Corporation July 2013 - Present
State Street Bank January 2011 - July 2013
DST Systems November 2008 - November 2009
Skills
Mutual Funds, Accounting, Account Reconciliation, Financial Audits, Customer Service, Account Management, Training, Typing, Human Resources, Employee Benefits
Education
Baker University 2010 — 2012
MBA, Business Administration
University of Missouri-Columbia 2004 — 2008
Bachelor's degree, General Studies
BlackRock June 2013 - Present
Loring Ward January 2012 - May 2013
Franklin Templeton Investments October 2011 - January 2012
State Street Bank 2008 - November 2011
Boston Financial Data Services August 2005 - April 2009
AstraZeneca 2006 - 2006
Skills
Mutual Funds, Securities, Analysis, Investments, Financial Analysis, Asset Management, Bloomberg, Equities, Fixed Income, Financial Services, Asset Allocation, Risk Management, Financial Reporting, Alternative Investments, Investment Management, Access, Budgets, Fund Administration, Asset Managment, Fund Accounting, Financial Statements, Strategic Financial..., Compliance, AutoCAD, Autodesk Inventor, T-SQL, Microsoft SQL Server, SQL Server Management..., SQL, Python
Education
General Assembly 2015 — 2015
Data Science and Machine Learning
Baker University 2008 — 2010
MBA, Business
University of Kansas 2003 — 2007
BGS, Economics
General Assembly
Viacom June 2014 - January 2015
OpenDoor January 2014 - April 2014
State Street Bank January 2012 - July 2013
State Street Bank October 2011 - January 2012
State Street Bank June 2011 - September 2011
State Street Bank October 2010 - June 2011
State Street Bank June 2010 - October 2010
Bank of America Merrill Lynch November 2009 - May 2010
Bloomberg May 2009 - August 2009
Lehman Brothers International Europe (LBIE) May 2008 - August 2008
Skills
Financial Markets, Bloomberg, Fixed Income, Equities, Financial Analysis, Excel, VBA, PowerPoint, Access, Financial Reporting, Accounting, Word, Mutual Funds, Microsoft Office, Statistics, Analytics, Capital Markets, Series 63, Series 7, Traders, Trading, Fixed Income Trading, Electronic Trading, Microsoft Excel, Microsoft Word, Valuation, Bloomberg Terminal, Securities, Investments, Bonds, Portfolio Management, Emerging Markets, Finance, Options, Financial Modeling, Economics
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Babson College 2006 — 2010
Bachelor of Science in Business Management, Finance
Richardson Financial Services, Inc. April 2015 - Present
Fund Evaluation Group (FEG) April 2010 - March 2015
Hirtle, Callaghan & Co. June 2007 - April 2010
Pelagos Capital Management, LLC 2005 - 2007
SSgA May 1991 - October 2005
State Street Global Advisors 1991 - 2005
State Street Bank 1991 - 1994
Skills
Endowments, Alternative Investments, Corporations, Performance Reporting, Asset Allocation, Investments, Program Management, Hedge Funds, Investment Strategies, Asset Managment, Fixed Income, Investment Advisory, Portfolio Management, Bloomberg, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2005
MBA, Finance
College of the Holy Cross 1986 — 1990
Bachelor of Arts, Psychology
Frontline Technologies June 2015 - Present
ABPathfinder, Inc January 2015 - March 2015
Rethink April 2014 - December 2014
Netchemia July 2011 - March 2014
Bank of the West April 2011 - August 2011
Bank of the West September 2010 - April 2011
US Bank June 2010 - September 2010
US Bank October 2009 - June 2010
US Bank June 2009 - October 2009
State Street Bank January 2008 - June 2009
Skills
Banking, Sales, Sales Management, Relationship Management, Management, Spanish, Credit, Mortgage Lending, Account Management, Branding & Identity, B2B, Educational Technology, Technology Needs..., SaaS, Business Development, Building Relationships, Sales Cycle Management, Leadership, Customer Service, Coaching, Strategy, Public Speaking, Team Building, Sales Operations, Solution Selling, Strategic Planning, Leadership Development, New Business Development, Customer Retention, Training, Staff Development, CRM, Salesforce.com, Marketing, Cold Calling, Direct Sales, Microsoft Office, Consultative Selling, Sales Process, Negotiation
Education
Baker University 2008 — 2010
MBA, Business
Missouri Western State University 2001 — 2006
BSBA, Business Management
NYLIFE Securities LLC December 2014 - Present
New York Life Insurance Company December 2014 - Present
PGN Financial Services, LLC December 2013 - October 2014
PwC March 2012 - August 2013
State Street Bank December 2006 - December 2010
Skills
Strategy, Investments, Strategic Planning, Leadership, Mutual Funds, Retirement Planning, Entrepreneurship, Marketing, Sales, 401k Rollovers, Asset Protection, Financial Services, Income Protection, Multi-generational..., Personal Finance, Relationship Building
Education
Baker University 2008 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Graceland University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration
UMB Bank January 2013 - Present
UMB Financial Corp 2012 - 2013
UMB Fund Services 2008 - 2012
State Street Bank 2002 - 2007
DST Systems 2000 - 2002
Skills
Cash Management, Client Relationship..., Institutional Investors, CRM, Global Custody, Global Markets, FX trading, Mutual Funds, Alternative Investments, New Client..., Financial Services, Institutional..., Banking, Huthwaite SPIN Selling, Wealth Management, Investments, Financial Risk, Global Marketing, Insurance, Finance, Fund Accounting, Management, Commercial Banking, Relationship Management, Business Development, Bloomberg, Equities, Asset Management, Treasury Management, Settlement, Business Relationship...
Education
Baker University 2000 — 2002
MBA
University of Missouri-Columbia 1990 — 1994
Bachelor's Degree
UMB Bank March 2014 - Present
UMB Bank August 2012 - March 2014
State Street Bank October 2011 - August 2012
State Street Bank July 2009 - September 2011
Skills
Investments, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Banking, Mutual Funds, Finance, Loans, Credit Analysis, Real Estate, Credit Facilities, Stocks, Bonds, Credit, Insurance
Education
Avila University 2010 — 2012
Master of Business Administration (MBA), Finance, General
Northwest Missouri State University 2005 — 2009
Bachelor of Science (BS), Finance, General
First Republic Bank April 2010 - Present
Citizens Bank 1999 - 2010
State Street Bank 1991 - 1999
Bank of New England 1985 - 1991
FNB Financial Company 1982 - 1985
The First National Bank of Boston 1977 - 1982
Skills
Leadership, Banking, Investments, Finance, Capital Markets, Commercial Banking, Credit, Loans, Commercial Lending, Leadership Development, Financial Analysis, Management, Mutual Funds, Credit Analysis, Credit Risk, Portfolio Management
Education
Harvard Business School 2005 — 2005
Executive Education Program - St. Andrews, Scotland
Babson College 1976 — 1977
MBA
Trinity College-Hartford 1972 — 1976
B.A., Economics
Dartmouth College 1975 — 1975
12-College Exchange Program
Choice Hotels International September 2012 - Present
Deloitte Consulting February 2012 - September 2012
ARINC March 2008 - December 2011
ARINC April 2005 - March 2008
Chevo Consulting April 2004 - April 2005
NASDAQ September 2002 - April 2004
NYSE February 2000 - August 2000
State Street Bank June 1997 - January 2000
Export-Import Bank of the United States 2000 - 2000
Boston University 1993 - 1997
Skills
Advanced Excel Skills, Financial Analysis, Financial Modeling, Cost Reduction, Financial Reporting, Financial Accounting, Budgeting, Commercial Banking, Documentation, Data Analysis, Databases, Excel, Forecasting, Microsoft Office, Social Networking, Operations Management, PowerPoint, Photography, Quantitative, Risk Management, Vendor Management, Defined Benefit, 401k, Compensation Plans, Costpoint, Deltek, PeopleSoft, OnBase, Treasury Management, Foreign Exchange..., Cash, Cash Management, Liquidity Management, Banking Relationships, SOX, Cash Flow, Budgets, Sarbanes-Oxley Act, Accounting, Variance Analysis, Microsoft Excel, Auditing, Software Documentation, Strategy, Compensation & Benefit, Accounts Payable, Account Reconciliation, Accounts Receivable, Cash Flow Forecasting, General Ledger
Education
Baruch College, City University of New York (CUNY) 1993 — 2005
The George Washington University 2000 — 2002
Master, Business Administration
Boston University Questrom School of Business 1993 — 1997
BSBA, Finance
Boston University 1993 — 1995
Bachelor of Science (BS), CGS
Tottenville HS 1990 — 1993
Diploma
George Mason University
Ernst & Young May 2011 - Present
Barris Lotterer Management Consulting 2003 - June 2011
Wainwright Investment Counsel 2000 - 2003
State Street Bank 1999 - 2000
Skills
Strategy Execution, Change Management, Cost Management, Business Process..., Lean Manufacturing, Six Sigma, Supply Chain Management, Financial Modeling, Program Management, Project Management, Performance Improvement, Analysis, Management Consulting, Management, Operational Excellence, Financial Services, Strategy, Consulting, Business Strategy, Financial Analysis, Business Process..., Business Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Entrepreneurship
Isenberg School of Management, UMass Amherst 1994 — 1999
BA, Investment Finance
Bank of America Merrill Lynch March 2015 - Present
Wells Fargo September 2013 - May 2014
Bank of America September 2004 - May 2013
Bank of America June 2001 - August 2004
Hamilton Bank June 1995 - January 2000
Barnett Bank, N.A. October 1992 - June 1995
State Street Bank July 1990 - September 1992
Banco de Credito del Peru - BCP July 1986 - July 1987
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1989
Master of Business Administration (MBA), Marketing & Finance
Boston College 1982 — 1985
Bachelor of Arts (BA), Economics
State Street Bank September 2013 - Present
Camp Moosilauke June 2012 - August 2012
Camp Moosilauke June 2011 - August 2012
Camp Moosilauke June 2010 - August 2010
Education
Bates College 2009 — 2013
Bachelor's Degree, History
St. Mark's School 2005 — 2009
High School
Wellesley Bank August 1998 - Present
Bank Boston January 1998 - August 1998
Middlesex Savings Bank August 1988 - January 1998
State Street Bank June 1986 - August 1988
Skills
Banking, Loans, Commercial Lending, Small Business Lending, Mortgage Lending, Portfolio Management, Credit, SBA, Consumer Lending, Capital Allocation, Financial Services
Education
Babson College 1988 — 1992
MBA, Finance & Entrepreneurship
University of Vermont 1982 — 1986
BA, Major: Economics Minor: American History
Wellesley High School
Autonomy (Aquired by HP) 2011 - Present
Iron Mountain Digital (Acquired by Autonomy) March 2011 - September 2011
Iron Mountain Digital February 2006 - February 2011
Ascend Consulting 2005 - 2006
Systems Engineering, Inc. 2001 - 2005
State Street Bank 1999 - 2001
State Street Bank June 1997 - 1999
Skills
Project Planning, Program Management, Project Coordination, Process Improvement, Business Requirements, Business Analysis, Scrum, Team Building, Project Governance, Cross-functional..., SDLC, Agile Methodologies, Management, PMO, Enterprise Software, Cross-functional Team..., SaaS, IT Strategy, Requirements Analysis, Product Management, Software Project..., Cloud Computing, Vendor Management, Agile Project Management, Software Development, Integration, Professional Services
Education
Babson College 1993 — 1997
BS, Finance
Swiss Re May 2013 - Present
State Street June 2010 - May 2013
State Street Bank May 2010 - June 2010
State Street July 2007 - May 2010
State Street July 2006 - July 2007
Skills
PAM for Securities, Microsoft Excel, Access, Microsoft Word, MBS, ABS, Corporate Finance, Bonds, Bond Pricing, NAV, Investments, Fund Accounting, Bond Funds, Muni, Bloomberg, Bloomberg Terminal, IDCAMS, Market Data, VBA, MSQuery, Vlookup, Sumif, MS Excel Pivot Tables, V Lookups, Agency MBS, SEC filings, SEC Financial Reporting, Swaps, Total Return Swaps, Currency Futures, Access Database, Conditional Formatting, 10 Key, Outlook
Education
Baker University 2009 — 2011
MBA, Business
University of Missouri-Columbia 2002 — 2005
Finance/Banking, Business
Apotex Corp. June 2010 - Present
Apotex Corp. November 2008 - July 2010
Apotex Corp. April 2007 - November 2008
Kos Pharmaceuticals April 2006 - April 2007
H.I.G. Capital 2005 - 2006
AutoNation October 2002 - July 2005
Panagora Asset Management 2000 - 2001
State Street Bank February 1999 - December 2000
Skills
Forecasting, Financial Analysis, Accounting, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Auditing, Financial Reporting, SAP, Process Improvement, Finance, Managerial Finance, Financial Accounting, Analysis, Business Process..., General Ledger, GAAP, Mergers & Acquisitions, US GAAP, Budgets, SEC filings
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
MBA, Finance
Springfield College 1992 — 1996
Bachelor of Science (B.S.), Rehabilitation Services
Belmont
FDIC January 2009 - Present
Federal Reserve Bank of Boston June 2006 - November 2008
Affinitas Financial August 2003 - March 2006
John Hancock Financial Services May 1999 - August 2000
State Street Bank November 1996 - May 1999
Skills
Finance, Banking, Business Objects, Eviews, MS Excel Pivot Tables, Risk Management, Asset Management, Investments, Analysis, Securities, Financial Services, SAS, Loans, Portfolio Management, BASE SAS, Financial Modeling, SQL, SAS/STAT, SAS/GRAPH, Financial Securities..., Mutual Funds, Life Insurance Policies, Bank Deposits Insurance, French, Credit Risk, Data Mining, Business Analytics, Business Analysis, Financial Analysis
Education
Babson College 2000 — 2002
Master of Business Administration (MBA), Finance
Université Louis Pasteur (Strasbourg I) 1992 — 1994
Bachelor's degree, Econometrics and Quantitative Economics
Boston Bodyworker June 2012 - Present
Highland Kitchen February 2011 - January 2013
Blue Glass Cafe February 2011 - April 2012
Weiss Asset Management November 2008 - December 2010
State Street Bank - WIMCS June 2008 - August 2008
State Street Bank June 2007 - August 2007
Skills
Wellness, Deep Tissue Massage, Swedish, Chair Massage, Therapeutic Massage, Yoga, Myofascial Release, Trigger Point Therapy, Bodywork, Relaxation, Pain Management, Healing, Medical Massage, Stretching
Education
Bancroft School of Massage Therapy 2011 — 2012
Massage Therapy
Boston University 2008 — 2010
Bachelor of Arts, International Relations
University of Rochester 2006 — 2008
Anthropology
Capitol Financial Advisors April 2010 - Present
Metrowest Chamber of Commerce November 2010 - Present
Business Networking International 2005 - June 2012
the divorce center 2006 - June 2011
Jane Siegel & Associates April 2004 - April 2010
New England Advisory Group January 2000 - April 2004
General Dynamics 1987 - 1999
State Street Bank 1986 - 1987
Skills
Retirement Planning, Strategic Financial..., Small Business, Estate Planning, Long-term Care, Fixed Annuities, Investments, Trusts, Disability Insurance, Long Term Care Insurance, Insurance
Education
Babson College 1990 — 1995
MBA, General Business
Nichols College 1982 — 1986
BSBA, Finance
Accenture May 2011 - Present
Athena IT Solutions February 2011 - May 2011
Bessmer IT Consulting, LLC January 2009 - May 2011
Raytheon October 2010 - February 2011
Citizens Bank April 2009 - July 2009
State Street Bank February 2004 - December 2008
Back Bay Technologies March 2001 - November 2002
Wellington Management April 1999 - February 2001
Boston Stock Exchange March 1997 - March 1999
Thomson Financial / NewsEdge April 1994 - February 1997
Skills
Business Intelligence, Oracle, Microsoft SQL Server, Data Warehousing, PL/SQL, ETL, Data Modeling, Java Enterprise Edition, SDLC, Integration, Requirements Gathering, Databases, Informatica, Data Integration, PMP, Enterprise Architecture, Linux, JavaScript, Architecture, Cognos, Analytics, Java, Requirements Analysis, SaaS, Software Project..., Cloud Computing, Unix, Business Analysis, Architectures, Data Migration, ERP, Enterprise Software, Performance Tuning, Project Management, Security, SOA, Solution Architecture
Education
D'Amore-McKim School of Business at Northeastern University 1989 — 1995
MBA, MBA
Brandeis University 1979 — 1983
BA
Bard College 1977 — 1979
BA, Classics
Taft School 1974 — 1977
Capital One Asset Management October 2008 - Present
Capital One Asset Management January 2004 - September 2008
State Street Bank 2000 - 2004
Skills
Fixed Income, Bonds, Investments, Portfolio Management, Credit, Analysis, Securities, Asset Management, Valuation, Strategy, Banking, Financial Analysis
Education
Babson College 1995 — 1999
BS, Investments/Finance
Caddo Magnet High School 1991 — 1995
Chubb & Associates of RE/MAX Realty Plus October 2010 - Present
RE/MAX Unlimited April 2009 - October 2010
State Street Bank June 2008 - April 2009
Rabobank International June 2006 - January 2008
Chubb Realty Group August 2002 - August 2005
CRG Asset Management August 2002 - August 2005
Skills
Contract Negotiations, Luxury Home Marketing, Short Sales, Marketing, Real Estate Transactions, Selling, Entrepreneurship, Management, Sales, Residential Homes, Investors, Contract Negotiation, Customer Service, Real Estate, Investment Properties, Investments, Property, Social Media Marketing, First Time Home Buyers, Negotiation, Sellers
Education
Babson College 2002 — 2006
Bachelor of Science in Business Management, Finance & Entrepreneurship
Bentley University 2002 — 2002
University of Delaware 2001 — 2001
Tatnall School 1986 — 2001
ByteCubed November 2013 - Present
KPMG April 2013 - November 2013
Baker & McKenzie LLC March 2011 - March 2013
Liberty Mutual Group June 2007 - June 2008
State Street Bank August 2004 - June 2007
Skills
Financial Analysis, Financial Modeling, Entrepreneurship, Corporate Finance, Strategy, Valuation, Due Diligence, Bloomberg, Risk Management, Management Consulting, Analysis, Business Analysis, Competitive Analysis, Analytics, Business Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2010
MBA, Entreprenuership, Finance
University of Massachusetts Dartmouth 2000 — 2004
B.S, Finance
salesforce.com 2010 - Present
TJX January 2010 - November 2010
Bain Capital August 2009 - January 2010
Vertex Pharmaceuticals March 2009 - July 2009
State Street Bank May 2008 - February 2009
Millennium Pharma October 2005 - May 2008
Biogen May 2003 - October 2005
Oracle October 1997 - March 2003
Skills
CRM, ERP, Project Management, Oracle E-Business Suite, SDLC, Consulting, Business Analysis, Requirements Analysis, Program Management, Business Intelligence, Software Project..., Integration, Business Process, Project Portfolio..., Vendor Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2008
MBA, Finance, MIS and Entreprunership
Louisiana State University 1991 — 1994
MS, Environmental Engineering
Osmania University 1987 — 1991
BS, Civil Engineering
Financial Solutions of New England, LLC 2012 - Present
Sierra Technology 2012 - Present
State Street Bank 1982 - 2012
State Street Bank 1982 - 1993
Coopers & Lybrand Consulting 1980 - 1982
Skills
Financial Modeling, Middle Office, Mutual Funds, Financial Analysis, Strategic Financial..., Financial Services, Due Diligence, Management, Outsourcing, Finance, Analysis, Business Analysis, Essbase, Leadership, Accounting, Managerial Finance, Process Improvement, Asset Allocation, Portfolio Management, Risk Management, Financial Reporting, Strategy, Start-ups
Education
Babson College
MBA, Finance
Northeastern University
BA, Mathematics
Intercontinental Exchange May 2015 - Present
State Street Bank August 2013 - May 2015
Ernst & Young LLP September 2011 - August 2013
UPS Capital August 2008 - May 2010
Skills
Financial Analysis, Internal Controls, US GAAP, Financial Reporting, Accounting, SEC filings, CPA, Finance, Journal Entries, Financial Accounting, Assurance, General Ledger, Sarbanes-Oxley Act, GAAP, Auditing, SEC Filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2011
Auburn University 2004 — 2008
Bachelor of Science in Business Administration, Finance
Artfully Speaking Publications January 2006 - Present
Wright Career College August 2008 - October 2012
Wright Career College August 2008 - May 2010
State Street Bank August 2002 - December 2008
State Street Bank August 2002 - December 2008
National Black MBA Association 2006 - 2007
United States Army Reserve June 1992 - October 2000
Skills
Workshop Facilitation, Public Speaking, Non-profits, Accounting, Small Business, Leadership Development, Budgets, Coaching, Fundraising, Leadership, Team Building, Entrepreneurship, Books, Research, Strategic Planning, Access, Microsoft Excel, Customer Service, QuickBooks, Finance, Process Improvement, Motivational Speaking, Risk Management, Outlook, Business Strategy, Financial Reporting, Microsoft Office, Management Consulting, Account Reconciliation, System Administration, Marketing Strategy, Microsoft Word, Business Planning, Social Networking, Analysis, Marketing, Teaching, Data Analysis, Public Relations, Training, Social Media, Time Management, Program Management, Employee Training, Change Management, PowerPoint, Sales, Software Documentation, Financial Analysis, Team Leadership
Education
Baker University 1999 — 2001
MBA, Business Administration
DeVry University 1993 — 1996
BS, Accounting
Lincoln College Prep
Fidelity Investments 2011 - Present
Fidelity Investments 2005 - 2010
Fidelity Investments 1999 - 2004
Fidelity Investments 1996 - 1999
Lewtan Technologies 1993 - 1996
Mutual Fund Services Company 1993 - 1993
State Street Bank 1987 - 1991
Skills
PMP, Business Requirements, Systems Analysis, Project Management, Risk Management, Program Management, Leadership, Process Improvement, Software Development, PMO, Mutual Funds, SDLC, Integration, Six Sigma, Requirements Analysis, MS Project, SharePoint, Visio, Software Project..., Business Analysis, Enterprise Architecture, Analysis, Team Leadership, Quality Assurance, Agile Methodologies, Financial Services, Management, Vendor Management, IT Management, Cross-functional Team..., Enterprise Software, Requirements Gathering, Information Technology, Budgets, Product Management, Business Intelligence, Governance, CRM, IT Strategy, Agile Project Management, Business Process, SaaS, Executive Management, Resource Management, Business Process..., ITIL, Project Portfolio..., Outsourcing, Cloud Computing
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1992
MBA, Business Administration, Finance
University of New Hampshire 1983 — 1987
BS, Business Administration
IDG Strategic Marketing Services December 2014 - Present
IDG Global Solutions September 2011 - Present
IDG Global Solutions February 2010 - September 2011
New Marketing Labs January 2009 - March 2010
Mzinga (formerly Prospero Technologies) July 2005 - January 2009
OneSource January 2003 - July 2005
WorkplaceIQ May 2001 - January 2003
eYak 1999 - 2001
GE / Electric Insurance July 1997 - December 1999
State Street Bank 1990 - 1997
Skills
Web Strategy, Social Media, Positioning, Public Relations, SEO, Sales, Online Advertising, Online Marketing, Contract Negotiation, Web 2.0, Business Development, Accounts Receivable, Social Media Marketing, Strategy, Blogging, Advertising, Analytics, Marketing Strategy, CRM, Marketing, Marketing Communications, Leadership, Digital Strategy, Start-ups, Lead Generation
Education
Babson Olin School of Management 1996 — 1999
MBA, Marketing
Bates College 1985 — 1989
BA, Economics
OMAM (Old Mutual Asset Management) March 2015 - Present
Unidine March 2014 - March 2015
Trust Capital- a Syndicate of Colonial Funding Network January 2013 - February 2014
Babson College August 2011 - May 2013
North Peak Asset Management June 2012 - August 2012
Federated MDT Advisers April 2007 - July 2011
State Street Bank July 2006 - April 2007
Private Consulting Group January 2006 - March 2006
UBS Wealth Management June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Skills
Financial Modeling, Investments, Finance, Financial Services, Portfolio Management, Access, Bloomberg, Mutual Funds, Valuation, Accounting, Customer Service, Microsoft Excel, Financial Analysis, Financial Reporting, Forecasting, Hyperion Essbase, Capital IQ, Process Improvement, Planning Budgeting &..., NetSuite
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Masters in Business Administration, Corporate Finance
Union College 2002 — 2006
BA, Managerial Economics
State Street Bank June 2013 - Present
State Street Bank March 2012 - April 2013
State Street Bank November 2009 - February 2012
State Street Bank January 2008 - October 2009
State Street Bank September 2006 - December 2007
PwC August 2004 - August 2006
Skills
Internal Controls, Internal Audit, Fund Accounting, Sarbanes-Oxley Act, Auditing
Education
Babson College 2000 — 2004
Bachelor of Science in Business Administration, Accounting
Burns & McDonnell June 2015 - Present
Burns & McDonnell August 2013 - June 2015
State Street Bank March 2008 - August 2013
Skills
Fixed Income, Bloomberg, Investments, Financial Services, Accounting, Fund Accounting, Mutual Funds, Banking, Corporate Actions, Valuation, Derivatives, Finance, Financial Analysis, Financial Reporting, Account Reconciliation, Leadership, Team Building, Process Improvement, Risk Management, Contract Management, Project Planning, Analysis, Microsoft Office
Education
Baker University 2010 — 2012
MBA, Management
Kansas State University 2000 — 2006
B.S., Finance
State Street September 2014 - Present
CLS Group. April 2013 - Present
State Street Bank September 2012 - September 2014
State Street October 2010 - September 2012
State Street July 2007 - September 2010
Investors Bank & Trust October 2006 - July 2007
Investors Bank & Trust November 1995 - February 2002
Investors Bank & Trust June 1991 - October 1995
Investors Bank & Trust June 1990 - June 1991
Investors Bank & Trust August 1989 - June 1990
Education
Babson College 1988 — 1991
M.B.A., Finance
Bentley College 1980 — 1984
B.S., Accountancy
PretiFlaherty August 2014 - Present
Brown Brothers Harriman 2013 - 2013
State Street Bank June 2012 - November 2012
Holland & Knight LLP March 2011 - February 2012
Morrison Mahoney LLP May 2009 - December 2010
Education
Boston University School of Law 2014 — 2017
LLM, Taxation
Suffolk University Law School 2009 — 2013
Juris Doctor
Bates College 2002 — 2006
Bachelor of Arts
Universidad Nacional de Cuyo 2004 — 2005
Fryeburg Academy
reddit.com/r/TwitchPlaysPokemon April 2014 - December 2014
Babson Honey December 2013 - May 2014
Project Stitch December 2011 - January 2013
C-Walk Media 2011 - 2013
State Street Bank July 2012 - August 2012
Asian Community Development Corporation November 2009 - May 2011
Vestigeworld April 2008 - June 2010
Skills
Community Organizing, Fundraising, Volunteer Management, Youth Development, Philanthropy, Community Development, Event Planning, Social Media, Public Speaking, Marketing, Creative Writing, Blogging, Leadership, Teamwork, Microsoft Excel
Education
Babson College 2013 — 2017
Bachelor of Business Administration (BBA), Technology, Entrepreneurship, and Design
The London School of Economics and Political Science (LSE) 2015 — 2015
Boston Latin Academy 2007 — 2013
High School Degree
Johnson & Johnson September 2013 - Present
State Street Bank February 2012 - September 2013
Morgan Stanley June 2001 - January 2012
Silverline 1997 - 2002
IMR 1996 - 1997
Skills
Software Development, SDLC, Financial Modeling, Capital Markets, Financial Services, Equities, Management, IT Strategy, PMO, Enterprise Architecture, Program Management, Business Intelligence, Data Management, Data Analytics, Data Modeling, Data Analysis, Data Warehousing
Education
Banaras Hindu University 1990 — 1996
BS, MS, Computer Science
St John's School, DLW, Varanasi
John Hancock Financial Services July 2005 - Present
Archdiocese of Boston September 2013 - Present
PFPC May 2002 - June 2005
John Hancock Funds June 2000 - February 2002
Brown Brothers Harriman September 1999 - May 2000
Colonial Management Associates, Inc. July 1997 - August 1999
Chase Global Funds Services Company February 1992 - July 1997
Putnam Investments January 1987 - January 1992
State Street Bank September 1979 - January 1987
F.W. Woolworth Co. June 1973 - September 1979
Skills
Mutual Funds, Investments, Portfolio Management, Financial Reporting, Securities, Financial Services, Asset Management, Equities, Wealth Management, Financial Analysis, Risk Management, Investment Management, Strategic Financial..., Bloomberg, Insurance, Investment Advisory, Finance, Internal Audit, Valuation, Fixed Income, Financial Modeling, Hedge Funds, Alternative Investments, Asset Allocation, Derivatives, Financial Planning
Education
Archdiocese of Boston 2009 — 2013
Diaconate Formation Program in Sacraments & Theology
Suffolk University 1981 — 1985
Master of Business Administration (M.B.A.)
Babson College 1975 — 1979
Bachelor's Degree, Accounting
St. Sebastian's School 1971 — 1975
College Preparatory and High School Diploma Program
State Street Bank September 2013 - Present
Wells Fargo Advisors October 2012 - February 2013
Trilogy Spa Ventures February 2012 - September 2012
Conceptual.ly August 2011 - February 2012
StoryBoard TV June 2010 - August 2010
Rapaport July 2009 - August 2009
Ducat Investment Group June 2008 - August 2008
Skills
Financial Analysis, Statistical Data..., Microsoft Excel, Communication, Account Management, Bloomberg, Reuters, Microsoft Office, Equities, Accounting, Portfolio Management, Banking, Investments, Finance, PowerPoint, Financial Modeling, Investment Banking, Marketing
Education
Baruch College 2011 — 2013
Bachelor of Business Administration (BBA), Finance and Investments, 3.7
Queens College 2009 — 2011
Bachelor of Arts (B.A.), Media Studies, 3.9
FRB Bank of Boston July 2003 - Present
Federal Reserve Bank of Boston July 1989 - September 2004
State Street Bank March 1981 - June 1984
Liberty Mutual Insurance March 1977 - March 1981
Skills
Programming, Analysis, COBOL, Business Analysis, Visio, SQL, SDLC, HTML, JavaScript, Java, Web Development, Unix, Ruby, Systems Analysis, SOA, Databases, Financial Risk, Banking
Education
Babson College 1989 — 1989
Managerial Effectiveness
University of Massachusetts Boston 1972 — 1976
Bachelor of Arts (B.A.), Business Management & Mathematics
Combermere High
HS Diploma (certificates), Acedemic Subjects
Citizens Bank June 2014 - Present
Grace Episcopal Church, Newton, MA April 2012 - May 2014
State Street April 2012 - November 2012
JRD 2009 - 2011
State Street Bank 2008 - 2009
State Street Bank 2004 - 2008
State Street 1994 - 2004
Skills
Risk Management, Risk, Credit, Credit Analysis, Credit Risk, Mutual Funds, Basel II, Financial Analysis, Financial Institutions, Compliance, Enterprise Risk..., CVA, Counterparty Risk, Data Analysis, Business Requirements, Requirements Gathering, Requirements Analysis, Problem Solving, Basel III, Financial Services, Risk Assessment, Capital Markets, SharePoint, Financial Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1994
MBA, Finance
McGill University 1982 — 1986
BA, Geography
Austin McGuire Company October 2003 - Present
Greenwich Associates 1998 - 2003
Morgan Stanley 1996 - 1998
First Data Investor Svc Group 1995 - 1996
State Street Bank 1988 - 1995
Fidelity Investments 1986 - 1988
Skills
Appraisals, Valuation, Real Estate, Market Research, Investments, Real Estate Development, Disposition, Asset Managment, Residential Homes, Commercial Real Estate, Leases, Brokerage, Corporate Real Estate, Real Estate Financing, Investment Properties, Real Estate Transactions, Real Estate Economics, Location Intelligence, Tenant, Land Acquisition, Lease Negotiations, Apartments, Tenant Representation, Landlords, Investors, Property Management, Asset Management, Dispositions
Education
Babson College 1988 — 1991
MBA
Stonehill College 1981 — 1985
BA
Université Paris Sorbonne (Paris IV) 1983 — 1984
Certificate
Rippowam High School
High School Diploma
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS, LLC June 1997 - April 2000
State Street Bank July 1996 - June 1997
AEW Capital Management May 1993 - June 1996
Skills
Accounting, Financial Planning, Budgeting, Financial Reporting, High Net Worth..., Estate Planning, Strategic Financial..., Portfolio Management, Insurance, Finance, Wealth Management, Budgets, Management Consulting, Due Diligence, Asset Management, Tax, Investments, Private Equity, Management
Education
Babson College 1987 — 1991
Boston University
Certificate in Financial Planning, Financial Planning
Boston University
Real Estate Studies Program
State Street Bank February 2014 - Present
State Street Bank August 2007 - February 2014
Investors Bank & Trust July 2004 - August 2007
Investors Bank & Trust July 2002 - July 2004
HarborOne Bank May 1999 - July 2002
Skills
Mutual Funds, Fund Accounting, Bloomberg, Securities, Corporate Actions, Fixed Income, Fund Administration, Financial Services, Equities, Account Reconciliation, Portfolio Management, Trading, Accounting, ETFs, Valuation
Education
Assumption College 1998 — 2002
Bachelors of Arts, Accounting
Boston College high School 1994 — 1998
St. Mary's of the Hills 1992 — 1994
National Grid October 2014 - Present
National Grid December 2011 - October 2014
State Street Bank 2008 - 2010
Investors Bank and Trust Co. 2006 - 2008
Skills
Accounting, Data Analysis, Research, Financial Analysis, Analysis, Auditing, Time Management, Financial Reporting, Microsoft Excel, Process Improvement, Internal Audit, Financial Modeling, Performance Management, Tax, Valuation, Business Analysis
Education
Boston University Questrom School of Business 2009 — 2011
MBA, Strategy and Business Analysis
Bates College 2001 — 2005
Lincoln Sudbury Regional High School
Ned Davis Research, Inc. March 2012 - Present
Citco Technology Management July 2008 - February 2012
Citco Technology Management June 2004 - July 2008
Ameritrade March 2003 - July 2004
Datek January 2000 - February 2003
State Street Bank 1997 - 2000
SilverPlatter Information 1991 - 1997
Babson College 1987 - 1991
Skills
Unix, Market Data, SDLC, Project Management, Hedge Funds, Business Analysis, PMP, Integration, Trading, Management, Risk Management, Financial Services, Agile Methodologies, Equities, Enterprise Architecture, SQL, Fixed Income, Requirements Analysis, IT Strategy, Software Project..., Electronic Trading, Program Management, Derivatives, Financial Markets, IT Management, Software Development, Trading Systems
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1991
MBA, Investments, Information Systems, General Management
Worcester Polytechnic Institute 1981 — 1986
BSEE, Computer Engineering
State Street Bank Senior Software EngineerPatni Computer Systems2000 - 2004
Education
Atomic Energy Central School
Masters, Science
Central Bank Of Kansas City August 2015 - Present
Great Southern Bank May 2014 - July 2015
State Street August 2013 - April 2014
State Street October 2012 - April 2014
State Street Bank December 2010 - October 2012
State Street February 2009 - June 2010
State Street July 2008 - January 2009
New Theater Restaurant June 2007 - December 2007
Abercrombie and Fitch May 2004 - August 2004
Skills
Microsoft Excel, Management, Training, Accounting, Fundraising, Time Management, Financial Analysis, Financial Modeling, Investments, Banking, Trading, PowerPoint, Microsoft Office, Mutual Funds
Education
Baker University 2010 — 2012
MBA, Business
William Jewell College 2004 — 2008
•Bachelor of Science in Business Administration •Bachelor of Science in Psychology, •Emphasis in Business: Entrepreneurial Leadership
Harlaxton College 2007 — 2007
Business, Psychology
St. Thomas Aquinas
AllianceBernstein May 2011 - Present
International Fund Services March 2010 - May 2011
State Street Bank August 2008 - March 2010
Lazard Asset Management November 2005 - August 2008
PFPC, INC July 2004 - November 2005
Skills
Hedge Funds, Fixed Income, Financial Services, Bloomberg, Equities, Alternative Investments, Mutual Funds, Securities, Derivatives, Asset Managment, Bonds, Financial Analysis, Investments, Investment Management, Asset Allocation, Banking, Asset Management, Fund Administration
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Master of Business Administration (MBA), Economics and Finance
Rowan University 2000 — 2004
Bachelor of Science (B.S.), Business Administration; Specialization in Finance
UMB Bank January 2013 - March 2015
UMB Bank January 2008 - January 2013
UMB Bank November 2006 - January 2008
UMB Bank May 2005 - November 2006
JPMorgan Chase October 2003 - May 2005
State Street Bank May 2000 - June 2003
Skills
Banking, Manage Client..., Treasury Management, Securities, Portfolio Management, Financial Analysis, Process Improvement, Mutual Funds, Internal Audit, Loans, Management, Asset Management, Cash Management, CRM, Analysis
Education
Baker University 2007 — 2009
Master of Science in Management, Business
Baker University 2005 — 2007
MBA, General
Baker University 1995 — 1999
Business, Marketing
Novaya Ventures January 2011 - Present
Taurus Industrial Development June 2007 - July 2009
Taurus Investment Holdings September 2004 - March 2007
State Street Bank 2003 - 2004
Citigroup 2001 - 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, summa cum laude, Business
Tufts University 1999 — 2003
Bachelor of Arts, International Relations
Irvine High 1998 — 1999
High School Diploma
Taipei American School 1995 — 1998
Babson College August 1999 - Present
Chase Paymentech May 1998 - April 1999
State Street Bank July 1996 - April 1998
Skills
Entrepreneurship, Social Media, Public Speaking, Event Planning, Market Research, Social Media Marketing, Research, Marketing Strategy, Data Analysis, Marketing, Social Networking, Financial Modeling, Financial Analysis, Strategic Planning, Fundraising
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
George Brown College 1991 — 1992
Post Graduate Diploma, Sports Marketing
Framingham State College 1985 — 1988
Bachelor of Arts (B.A.), Economics
University of Massachusetts Medical School July 2015 - Present
Reliant Medical Group May 2012 - January 2015
Arris - (Formerly BigBand Networks) April 2008 - March 2012
Stowe Associates, One Source Recruiting 2007 - 2008
Charter Communications 2005 - 2006
Meditech 2002 - 2005
Mass Mutual / Persumma Financial - E 401K Startup Company 2000 - 2001
Allmerica Financial (Hanover Insurance) 1999 - 2000
Colonial Mutual Funds 1997 - 1999
State Street Bank 1989 - 1997
Skills
Talent Management, Talent Communities, Talent Acquisition, Human Resources, Performance Management, Recruiting, Employee Relations, Onboarding, Organizational..., Team Building, HRIS, Personnel Management, Management, Employee Benefits, Leadership, Sourcing, Temporary Placement, Coaching, Strategy, Strategic Planning, Deferred Compensation, Career Development, Leadership Development, International Relations, Hiring, M&A experience, Workforce Planning, 360 Feedback, Employer Branding, HR Policies, HR Budgeting, University Recruitment
Education
Assumption College
Bachelor of Arts - Management
Lesley University
Masters of Science in Management (MSM) - Human Resources Management
St. Johns High School
HS Diploma, General
State Street April 2014 - Present
State Street Bank January 2013 - Present
Skills
SDLC, Testing, E-commerce, Quality Assurance, User Acceptance Testing, Program Management, Business Analysis, Software Project..., Requirements Analysis, Agile Methodologies, Quality Center, Agile Project Management
Education
Babson College 1989 — 1993
BS
B-Stock Solutions August 2014 - Present
B-Stock Solutions August 2010 - August 2014
Datalette, Inc. October 2008 - June 2010
Back Bay Bargains January 2003 - May 2010
eBay August 1998 - August 2002
State Street Bank 1994 - 1996
Skills
Strategic Partnerships, Start-ups, Business Development, Product Management, Business Strategy, SaaS, E-commerce, Product Marketing, Entrepreneurship, Strategy, Marketing Strategy, Salesforce.com, Strategic Planning, Marketing, New Business Development, Online Advertising, Cross-functional Team..., Analytics, Online Marketing, Lead Generation, SEM, Email Marketing, Web Analytics, Competitive Analysis, Mobile Devices, Account Management, Social Media Marketing, PPC, SEO, Digital Marketing, Sales Process, Direct Sales, B2B, Enterprise Software, Venture Capital, Customer Acquisition, Multi-channel Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
MBA, Entrepreneurship & Finance Major
Bowdoin College 1990 — 1994
BA Liberal Arts, Economics Major, Math Minor
KellyOCG May 2010 - Present
Evans & Petree PC February 2009 - May 2010
State Street Bank June 2008 - December 2008
GE Commercial Finance January 2007 - June 2008
HRfirst/Ethicon Endo-Surgery January 2007 - October 2007
Storage USA 2000 - 2004
Skills
Talent Acquisition, Sourcing, Recruiting, RPO, Consulting, Process Improvement, Outsourcing, Technical Recruiting, Onboarding, Applicant Tracking..., Talent Management, Recruitment Advertising, Temporary Placement, CRM, Internet Recruiting, Management, Strategic Sourcing, Executive Search, Contract Recruitment, Screening Resumes, College Recruiting
Education
Baker College Center for Graduate Studies 2001 — 2003
MBA, Human Resources
The University of Memphis 1985 — 1989
BS, Education
Briarcrest Christian School 1981 — 1985
General
Bank of America August 2009 - Present
Invesco US 2014 - 2015
Invesco US 2014 - 2015
Invesco US 2014 - 2015
Invesco US 2014 - 2015
Invesco US 2014 - 2015
State Street Bank 2007 - 2009
State Street Bank 2006 - 2007
International Research and Exchanges Board (IREX) 2003 - 2005
Peace Corps 2001 - 2003
Skills
Credit, Banking, Insurance, Portfolio Management, Credit Analysis, Fixed Income, Financial Modeling, Financial Institutions, Financial Analysis, Investments, Bloomberg, Risk Management, Capital Markets, Credit Risk, Financial Risk, Valuation, Equities, Financial Services, Finance, Derivatives, Series 63, Business Analysis, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
Master of Business Administration (MBA)
University of New Hampshire 1998 — 2000
Bachelor of Science (BS)
Boston University 1995 — 1997
Boston Security Analysts' Society CFA Prep
IntrinsiQ a division of Amerisource Bergen Specialty Group May 2011 - May 2015
IntrinsiQ LLC May 2008 - May 2011
Cambridge Leadership Associates June 2005 - April 2008
Wild Women Outfitters January 2005 - May 2005
American Science and Engineering December 2002 - January 2005
Benchmarking Partners 2000 - 2001
State Street Bank 1996 - 1998
Smith Barney 1993 - 1996
The Boston Company 1989 - 1993
Skills
Process Improvement, Strategic Planning, Business Analysis, Business Strategy, Program Management, Strategy, Product Management, Analytics, CRM, Healthcare Information..., Team Building, Project Management, Cross-functional Team..., Salesforce.com
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 2000
Isenberg School of Management, UMass Amherst 1985 — 1989
Deloitte & Touche March 2010 - Present
IGEFI November 2007 - March 2010
Eagle Investment Systems November 2005 - November 2007
State Street Bank - Wealth Manager Services 2002 - 2006
PwC Consulting June 2000 - August 2002
State Street Bank 1991 - 2002
Forum Financial October 1997 - August 1998
Skills
Business Analysis, Financial Services, Risk Management, Asset Management, Equities, Fixed Income, Management Consulting, Consulting, Hedge Funds, Business Process...
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 2002
MBA
Babson College 1986 — 1990
BS, Finance/Investments
Cape Elizabeth High School 1982 — 1986
Bank of America July 2013 - Present
Bank of America July 2009 - June 2013
Bank of America September 2007 - July 2009
State Street Bank August 2006 - September 2007
State Street Bank January 2006 - August 2006
Pioneer Investments August 2004 - December 2005
Fidelity Investments 2003 - 2003
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Financial Reporting, Analysis, Bloomberg, Fund Accounting, Data Analysis, Project Management, Process Improvement, Commercial Banking, Business Analysis, Microsoft Office, Asset Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Finance, Entrepreneurship
Boston University 2000 — 2004
Bachelor of Music, Music Performance Major, Economics Minor
PSEG October 2007 - Present
New England Power Pool (NEPOOL) January 2014 - Present
NRG Energy February 2005 - October 2007
PSEG 2003 - 2005
US Generating Company, PG&E National Energy Group 1998 - 2001
BioDevelopment Corporation 1991 - 1997
State Street Bank June 1985 - November 1991
Education
Babson College 1983 — 1985
MBA, Finance
Brandeis University 1976 — 1980
BA, Economics
University of Salamanca, Spain 1976 — 1976
Language & Literature
Concord High School 1972 — 1976
High School
University of Massachusetts Boston November 2007 - Present
Massachusetts Turnpike Authority June 2005 - July 2007
American Student Assistance September 2004 - June 2005
EMC Corporation January 2000 - December 2002
Wentworth Institute of Technology July 2001 - August 2002
State Street Corporattion February 1988 - November 1999
State Street Bank 1988 - 1999
State Street 1988 - 1999
The Beacon Companies January 1984 - December 1988
Education
William George Associates 2005 — 2006
Certification
Babson College 2002 — 2002
Graduate Certificate
William George Associates 2002 — 2002
Certification
Worcester Polytechnic Institute 1996 — 1997
Certification
Bryant University 1980 — 1985
Bachelors
NatureMed January 2004 - Present
Stephen W. Parcell, LLC 2004 - Present
Quest Diagnostics 2012 - 2015
Integrative Therapeutics 1999 - 2002
Bastyr University 1997 - 2002
AIBMR 1999 - 2000
AIBMR 1999 - 2000
Yestermorrow Design/Build School 1993 - 1995
Scudder Investments January 1988 - February 1990
State Street Bank 1987 - 1989
Skills
Health, Prevention, Nutrition, Fitness, Holistic Health, Healing, Chronic Illness, Health Promotion, Wellbeing, Wellness Coaching, Obesity, Healthcare, Health Education, Lifestyle, Sports Injuries, Supplements, Weight, Nutritional Counseling, Natural Health, Disease Management, Wellness, Treatment, Pain, Writing, Alternative Medicine, Naturopathy, Functional Medicine, Detoxification, Herbal Medicine, Clinical Nutrition, Homeopathy, Headaches, Allergy, Sports Medicine, Corporate Wellness, Sports Nutrition, Digestive Disorders, Insomnia, Cancer, Herbs, Fibromyalgia, Pain Management, Herbal, Non-invasive Cardiology, Lipidology, Diabetes, Nutrition Education, Pediatrics, Family Medicine, Women's Health
Education
Bastyr University 1997 — 2002
University of Vermont 1995 — 1997
BS, Premedical Degree
New England College 1981 — 1986
BA, Business
State Street Bank April 2001 - Present
Liberty Financial (Colonial Management Associates) February 1994 - April 2001
National Computer Systems February 1993 - January 1994
BNY Mellon (The Boston Company) October 1990 - February 1993
U.S. Census Bureau August 1988 - October 1990
Skills
Software Project..., Data Warehousing, Business Analysis, Requirements Analysis, SDLC, Oracle, Exadata, Unix, Linux, Fund Accounting, Financial Services, Database Design
Education
Bentley College 1991 — 1996
Masters of Computer Information Systems
Babson College 1984 — 1988
Braintree High School 1981 — 1984
Allstate January 2015 - Present
Allstate October 2013 - Present
The Moody Street Group, LLC May 2013 - October 2013
State Street Bank January 2007 - February 2012
Putnam Investments March 2006 - December 2006
Staples September 2005 - March 2006
Ghana Education Service September 1997 - June 2003
Skills
Operational Excellence, Excel, Analysis, Financial Analysis, Word, Accounting, Access, Business Analysis, Strategic Planning, Accounts Payable, Financial Modeling, Account Reconciliation, QuickBooks, Financial Reporting, Risk Management, Management, Time Management, Teamwork, Finance, Software Documentation, Operations Management, Securities, Banking, Credit, Change Management, Bloomberg, Financial Services, Investments, Corporate Finance, Mutual Funds, Fixed Income, Strategic Financial..., Equities, Leadership, Managerial Finance, Insurance, Sales, PowerPoint, Portfolio Management, Forecasting, Microsoft Excel, Financial Planning, Microsoft Word
Education
Clark University 2008 — 2011
MBA, Accounting
Atlantic Union College 2001 — 2005
BS, Accounting
www.monochrome.nl June 2012 - Present
State Street Bank 2005 - 2009
MPM Capital June 2000 - March 2003
Hemisphere Financial Services 1997 - 1998
Skills
Valuation, FX Options, Accounting, Mutual Funds, Hedge Funds, Account Reconciliation, Securities, Management, Microsoft Excel, Luxury Goods, Sales
Education
Babson College 1991 — 1995
Bachelor of Science, Business Management
AMG Services April 2012 - Present
Concorde Career Colleges, Inc. 2010 - 2012
Digital Ally Inc. May 2008 - May 2010
State Street Bank December 2007 - May 2008
Sprint Nextel 2005 - 2007
State Street Bank October 2000 - December 2005
Skills
Auditing, Sarbanes-Oxley Act, Finance, Account Reconciliation, Financial Statements, GAAP, US GAAP, Cost Accounting, Accounts Receivable, Fixed Assets, Cash Flow, Great Plains Software, Variance Analysis, Internal Audit, Cash Management, Revenue Recognition, Payroll, Financial Audits, Managerial Finance, PeopleSoft
Education
Baker University 2003 — 2005
MBA, Business
Missouri State University 1993 — 1998
BS, Accounting
Holbrook Cooperative Bank March 2015 - Present
Santander Bank, N.A. July 2011 - March 2015
First National Bank of Ipswich August 2007 - July 2011
BLDC 2000 - 2010
Ellis Memorial & Eldredge House, Inc. 1988 - 2010
TD Banknorth, N.A. June 2004 - August 2007
South Shore Savings Bank 2000 - 2003
Mellon Corporation 2000 - 2002
USTrust Bank 1995 - 2000
State Street Bank 1992 - 1995
Skills
Commercial Lending, Commercial Banking, Credit, Loans, Banking, Credit Analysis, Small Business Lending, Portfolio Management, Financial Analysis, Underwriting, Credit Risk, Lines Of Credit, Loan Origination, Asset Based Lending, Consumer Lending, Mortgage Lending, Real Estate, Cash Management, Commercial Mortgages, Mortgage Banking
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1986
MBA, Management
Dartmouth College 1979 — 1983
BA, Government
Greenhill School 1976 — 1979
HS Diploma, General
State Street Bank January 2013 - July 2014
Deutsche Bank June 2008 - October 2012
Deutsche Bank September 2006 - October 2012
Skills
Credit Derivatives, Investment Banking, Bloomberg, CDS, Fixed Income, Equity Research, Equities, Capital Markets, Equity Derivatives, Derivatives, CDO, Hedge Funds, ABS, Valuation, MBS, Quantitative Finance, DCF, Interest Rate..., Middle Office, Financial Modeling, Securities, Settlement
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2006
Bachelor of Business Administration (B.B.A.), Accounting, Overall GPA: 3.616
Kiev National University of Trade and Economics 1996 — 2000
Master of Business Administration (MBA), Marketing/Marketing Management, General
Wellington Management 2010 - Present
State Street Bank May 1999 - September 2011
IBS Consulting Company August 1998 - April 1999
IBM August 1994 - July 1998
Skills
SDLC, Data Architecture, Database Administration, Financial Services, Java, Project Management, Data Warehousing, Data Modeling, Database Design, Oracle, Enterprise Architecture, Databases, ETL, Erwin, Business Analysis, SQL, Performance Tuning, Requirements Analysis, Business Intelligence, Oracle RAC, Disaster Recovery, DB2, Data Integration, Enterprise Software, Sybase, Architectures, SOA, CRM, ERP
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2006
Greater Boston Executive Program, Organizational Leadership
University of Wollongong 1993 — 1994
M.S Computer Science Major, Computer Science
Bangalore University 1988 — 1992
B.Tech, Computer Science
St. Ann's 1980 — 1988
State Street Bank January 2014 - Present
State Street Bank December 2010 - January 2014
State Street Bank March 2007 - December 2010
State Street Bank October 2003 - March 2007
State Street Bank March 2002 - October 2003
Skills
Financial Analysis, Accounting, Financial Reporting, Fund Accounting, Account Reconciliation, Mutual Funds, General Ledger, Financial Accounting, Auditing, Bloomberg, Equities, Banking, Finance, Asset Management, Investments, Securities, Internal Controls, Risk Management, Process Improvement, Sarbanes-Oxley Act, Budgets, Client Presentation, Business Relationship..., Cash Management, Financial Statements, Strategic Financial..., Fund Administration
Education
Baker University 2006 — 2008
MBA, International Business
Missouri Western State University 1995 — 2001
Business Administration, Accounting
Bishop LeBlond 1991 — 1995
Diploma
reacHire 2014 - Present
Gannett Welsh & Kotler June 1998 - October 2000
MFS Investment Management August 1992 - June 1998
State Street Bank November 1985 - August 1992
Skills
Management, Public Speaking, Customer Service, Finance, Strategic Planning, Fixed Income, Microsoft Excel, Bloomberg, Mutual Funds, Equities
Education
Babson College 1987 — 1990
MBA Franklin W. Olin Graduate School of Business
Boston College 1981 — 1985
BS, Economics
State Street Bank May 2011 - Present
National Association of Insurance Commissioners (NAIC) February 2009 - May 2011
American Century Investments May 2003 - May 2008
American Century Investments February 1996 - May 2003
Ernst & Young August 1991 - February 1996
Skills
Access, SQL, SSIS, Microsoft Excel, Requirements Analysis, Internal Controls, Microsoft SQL Server, Visual Basic, Visio, Business Analysis, Business Intelligence, Financial Reporting, Data Warehousing, Data Analysis, SDLC, Change Management, Project Management, Program Management, Analysis, Process Improvement, Risk Management, Software Documentation, Vendor Management
Education
Baker University 1987 — 1991
Accounting & Finance, Accounting, Finance, Computer Science
U.S. Securities and Exchange Commission September 2012 - Present
Self-employed 2009 - Present
State Street Bank 2010 - 2011
Beacon Capital Strategies 2009 - 2010
Cantor Fitzgerald 2002 - 2009
Instinet Corporation 1999 - 2001
Scotia Capital Markets 1995 - 1998
Kidder Peabody 1993 - 1995
Donaldson, Lufkin & Jenrette 1987 - 1993
Skills
Risk Management, Credit Risk, Financial Risk, Credit, Credit Analysis, Investment Banking, Trading, Hedge Funds, Market Risk, Operational Risk, Finance, Auditing, Fixed Income, Capital Markets, Derivatives
Education
Baruch College, City University of New York (CUNY) 1982 — 1984
MBA, Finance
State Street Bank November 2014 - Present
State Street Bank July 2011 - November 2014
State Street Bank February 2006 - July 2011
Skills
Process Improvement, PMP, Mutual Funds, PMO, Project Management, Fixed Income, Analysis, Risk Management, Business Analysis, Portfolio Management
Education
Babson College
MBA, Finance
Providence College
BS
Boston Private Bank & Trust Company June 2008 - Present
Boston Private Bank 2008 - Present
Middlesex Savings Bank 2004 - 2008
Fleet Bank 2000 - 2004
State Street Bank 1988 - 1999
State Street Bank 1988 - 1999
Skills
Commercial Lending, Commercial Banking, Asset Based Lending, Portfolio Management, Financial Analysis, Small Business Lending, Cash Management, Credit Analysis, Risk Management, Asset Managment, Credit Risk, Capital Markets, Mergers, Private Banking, Underwriting
Education
Bentley University 1985 — 1990
MS, Accountancy
Bates College 1977 — 1981
BA, Economics
State Street Global Advisors 2007 - Present
State Street Global Advisors 2005 - 2007
State Street Global Advisors 2001 - 2005
State Street Global Advisors 1997 - 2001
State Street Bank June 1994 - 1997
Skills
Investment Operations, Process Improvement, Equities, Lean Management, Lean Thinking, Financial Services, Financial Markets, Financial Audits, Account Reconciliation, Management, International..., Microsoft Excel, Investments, Portfolio Management, Derivatives, Fixed Income, Valuation
Education
Babson College 1990 — 1994
BS, Accounting
John Hancock Life Insurance Company (U.S.A.) June 2008 - Present
State Street Bank 2011 - 2011
Fidelity Investments 1995 - 2008
Fidelity 1995 - 2008
Skills
Requirements Analysis, Business Analysis, Testing, Business Requirements, Documentation, User Acceptance Testing, SDLC, Analysis, Requirements Gathering, Mutual Funds, Fund Accounting, Quality Assurance, Business Process, Process Improvement, Vendor Management, Alternative Investments, Software Documentation, Financial Services, SharePoint, Visio, Government Procurement, Risk Management
Education
Babson College
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
State Street Bank April 2013 - Present
State Street Bank August 2010 - Present
State Street Bank September 2009 - October 2011
Federal Home Loan Bank of Boston June 2007 - September 2009
Education
Ateneo de Manila University
Teknillinen korkeakoulu-Tekniska högskolan
State Street Bank 1996 - Present
Arthur Andersen 1995 - 1996
Raytheon 1989 - 1995
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1998
MBA
New England Law Boston 1990 — 1994
JD, Law
Bentley University 1984 — 1988
BS, Finance/Accounting
Kronos March 2014 - Present
Senior Systems, Inc. January 2012 - February 2013
Fidelity Investments December 2011 - December 2012
State Street Bank April 2010 - December 2011
Fidelity Investments 2009 - 2010
CIGNA Healthcare April 2009 - November 2009
PTC 2000 - 2009
Skills
Disaster Recovery, Unix, IT Strategy, SDLC, Vendor Management, Data Warehousing, Software Project..., Enterprise Architecture, Business Intelligence, Business Analysis, Oracle, Requirements Analysis, Database Administration, Agile Methodologies, Databases, SQL, Microsoft SQL Server, Data Modeling
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2012
MBA, Information Technology
IBM February 2014 - Present
IBM October 2011 - January 2014
IBM April 2005 - October 2011
IT Convergence 2005 - 2005
Universal Weather and Aviation July 2003 - December 2004
Oracle Corporation 1998 - 2003
Ernst & Young, AS September 1997 - October 1998
Independent CPA proprietors 1993 - 1995
State Street Bank 1992 - 1993
Skills
Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, International Finance
Bridgewater State University 1988 — 1992
BS, Major in Accounting, Minor in Mathmatics
Silicon Valley Bank July 2014 - June 2015
Silicon Valley Bank 2013 - 2014
Silicon Valley Bank 2012 - 2013
Silicon Valley Bank September 2009 - September 2011
Silicon Valley Bank February 2004 - August 2009
Silicon Valley Bank 1998 - January 2004
State Street Bank 1989 - 1998
KeyBank 1986 - 1989
Skills
International Cash..., International Banking, Product Management, Sales Management, Trade Finance, Global Implementation, Cash Management, Banking, Commercial Banking, Finance, Treasury Management, Payments, Relationship Management, Credit, Credit Risk, Treasury Services, Risk Management
Education
Case Western Reserve University - Weatherhead School of Management 1986 — 1989
MBA, Marketing and Finance
Baldwin Wallace University
Bachelor of Arts (BA), International Studies and Business Administration
Drew University
EMC September 2010 - Present
Jones Lang LaSalle June 2009 - August 2009
MWW Group 2007 - 2008
Fleishman-Hillard 2005 - 2007
PAN Communications 2003 - 2005
State Street Bank 2002 - 2003
Skills
Public Relations, Strategic Communications, Analysis, Pricing Analysis, Writing, Market Analysis, Marketing Communications, Collaborative, Sales Support
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
Trinity College-Hartford 1998 — 2002
English
ALS Association, Massachusetts Chapter July 2009 - Present
State Street Bank 2002 - December 2008
State Street Bank 1996 - 2002
State Street Bank 1991 - 1996
Shawmut Bank 1982 - 1991
Skills
Integration, Requirements Gathering, CRM, Cross-functional Team..., Project Management, Software Documentation, General Ledger, Requirements Analysis, Testing, Databases, Analysis, Software Development
Education
Babson College 1974 — 1975
MBA, Finance
University of Massachusetts, Amherst 1966 — 1970
BBA, Systems Management
J. HILBURN MEN'S CLOTHIER November 2012 - Present
State Street Bank January 2001 - July 2005
Citizens Bank July 1999 - December 2000
State Street Bank June 1998 - July 1999
Harvard University July 1997 - June 1998
Wellesley College September 1993 - December 1996
Skills
Credit, Banking, Commercial Banking, Credit Analysis, Credit Risk, Loans, Customer Service, Customer Relations
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
Masters of Business Administration, Entrepreneurial Studies, Marketing
University of San Diego 1986 — 1990
Bachelor of Arts, English
State Street Bank 1997 - Present
State Street Corp. 1997 - Present
Skills
SDLC, PMP, Project Management, Program Management, Process Design, Lean Manufacturing, Data Governance, Process Improvement, Business Analysis, Business Continuity..., IT Strategy, PMO, Requirements Gathering, Governance, Project Portfolio..., Visio, Requirements Analysis, Business Process..., Business Requirements, Business Process
Education
Babson College 1995 — 1997
MBA
Comenius University, Slovakia 1988 — 1990
RNDr (Masters), Mathematics
Univerzita Komenského v Bratislave 1983 — 1988
BA, Education
Arrow Electronics January 2007 - Present
Arrow Electronics, Inc. January 2004 - January 2007
Arrow Electronics April 2002 - January 2004
Arrow Electronics April 2000 - April 2002
State Street Bank September 1998 - February 1999
Skills
Supply Chain Management, Account Management, Process Improvement, Supply Chain, Oracle E-Business Suite, Solution Development, Business Process..., Continuous Improvement, Cross-functional Team..., Demand Planning, Management, Oracle, Training, SQL, Forecasting, ERP, Analysis
Education
Bates College 1993 — 1997
BA, Political Science
First Byte 1994 - Present
State Street Bank 2005 - 2015
John Hancock Life Insurance Company (U.S.A.) 2009 - December 2014
Brown Brothers Harriman 2012 - 2013
Bank of America 2008 - 2008
Bank of America 2003 - 2005
Romney for Governor 2002 - 2003
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
Gemini Consulting 1993 - 1995
Skills
Financial Services, Change Management, Finance, Consulting, Business Analysis, Asset Managment, Risk Management, Vendor Management, Process Improvement, Business Process, SDLC, Outsourcing, Program Management, Banking, Due Diligence, Technical Writing, Public Speaking, Public Policy, Contract Management, Strategic Communications, Event Planning, Management, Strategy, Analysis, Software Documentation, Business Process..., Fixed Income, Agile Project Management, Agile & Waterfall..., Requirements Gathering, Financial Risk, Management Consulting, Business Transformation
Education
Rensselaer Polytechnic Institute 1987 — 1991
Bachelors, Business Administration and Management, General
Boston College 1986 — 1987
Babson College - Franklin W. Olin Graduate School of Business
MBA, Management and Finance
North Shore High School
BlackRock November 2000 - December 2008
Mutual of America October 1993 - November 2000
Equitable Capital Management Co. January 1987 - November 1992
State Street Bank 1984 - 1987
Skills
Fixed Income, Asset Management, Insurance, Mutual Funds, Equities, Investments, Securities, Financial Services, VBA
Education
Babson College 1979 — 1983
BS, Finance & Investments
Eagle Investment Systems September 2012 - Present
Olmstead Associates November 2009 - August 2012
State Street Corporation 2007 - 2009
State Street Bank 1988 - 2009
State Street Corporation 2003 - 2007
Skills
Performance Measurement, Financial Services, Business Analysis, Equities, SDLC, Fixed Income, Middle Office, Business Process..., Investments
Education
Babson College
Bachelor of Science, Finance/Communication
Suffolk University - Sawyer Business School
MBA, Computer Information Systems
TD May 2013 - Present
TD Bank November 2009 - May 2013
TD Bank USA July 2007 - December 2009
Citi 2005 - 2007
State Street Bank 1999 - 2005
Skills
SDLC, Requirements Gathering, Process Improvement, IT Relationship..., Project Estimation, Resource Management, Management, Business Process..., Project Management, IT Strategy, Requirements Analysis, Business Analysis, Change Management, IT Management, Program Management, Cross-functional Team..., PMP, Testing, Systems Analysis, Software Documentation, Project Portfolio..., Vendor Management, Visio, PMO, Business Process, Business Requirements, Software Project..., SharePoint, Business Intelligence, Enterprise Architecture, Disaster Recovery, Information Technology
Education
Babson College 1995 — 1999
Bachelor of Science, Entrepreneurial Studies/Finance
Boston Financial Data Services July 2013 - Present
Artisans Trading November 2013 - Present
Sincere Construction November 2013 - Present
State Street Bank August 2010 - Present
Skills
Mutual Funds, Financial Reporting, Digital Photography, Photography, Fund Accounting, Financial Services, Banking, Compliance, Regulatory Compliance, Microsoft Excel, Finance, Customer Service, Sales, Social Media, Project Management, Analysis, PowerPoint, Account Reconciliation, Research, Management, Accounting, Strategic Planning, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Master of Business Administration (M.B.A.)
University of Massachusetts Boston 2008 — 2010
Bachelor of Science (B.S.), Management (Finance)
Gimnazija 'Mesa Selimovic" 1997 — 2000
High school
Citizens Financial Group, Inc. December 2014 - Present
SunGard Ambit Risk and Performance Consulting November 2005 - February 2014
Middlesex Savings Bank 2004 - 2005
TFC Financial Management, Inc. 2002 - 2003
State Street Bank 1996 - 2001
BayBank, N.A. 1994 - 1996
BayBank, N.A. 1992 - 1994
BayBank, N.A. 1989 - 1992
Shawmut Bank, N.A. 1986 - 1989
Shawmut Bank, N.A. 1984 - 1986
Skills
Credit Risk, Portfolio Management, Risk Management, Financial Services, Executive Management, Commercial Banking, Credit, Finance, Leadership, Business Development, Commercial Lending, Enerprise Risk..., Mergers & Acquisitions, Financial Risk, Loans, Strategic Financial..., Underwriting, Strategy, Structured Finance, Risk Consulting, Due Diligence, Wealth Management, Loan Origination, Management, Banking, Financial Analysis, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Bentley University
BS, Accounting
Bentley University - Elkin B. McCallum Graduate School of Business
MSFP, Financial Planning / Taxation with Distinction
Netflix October 2014 - Present
State Street Bank March 2011 - April 2012
Yodlee June 2010 - February 2011
CashEdge March 2010 - May 2010
Oracle September 2005 - February 2008
Torry Harris Business Solutions June 2004 - September 2005
Skills
Java, TestNG, JUnit, Black Bo, White Box Testing, SoapUI, Selenium, Test Automation, Webservices Testing..., Oracle, J2EE
Education
ICFAI Business School 2002 — 2004
Master of Business Administration (MBA), Information Technology
Bangalore University 1999 — 2002
Bachelor of Science (B.Sc.), Computer Science
Audax Group September 2014 - Present
State Street Bank September 2013 - September 2014
State Street August 2012 - September 2013
Prada June 2011 - August 2011
Prada June 2010 - August 2010
Morgan Stanley September 2007 - February 2009
Pioneer Shipping Logistics Inc June 2007 - September 2007
Skills
Piano, Conversational Japanese, Canto, Financial Modeling, Microsoft Excel, PowerPoint, Valuation, Microsoft Office, Microsoft Word, Data Analysis, Cantonese, SPSS, Finance, SharePoint, Economics
Education
Boston University Questrom School of Business 2010 — 2012
Business Administration, Finance, 3.21
Baruch College, City University of New York (CUNY) 2008 — 2012
Business Administration, Finance and Theater, 3.69
Stuyvesant High School 2004 — 2008
High School Diploma
Granite Associates, L.P. 2013 - 2014
KPMG 2011 - 2012
Merrill Lynch 2006 - 2011
Bank of New York Mellon 2006 - 2006
State Street Bank 2004 - 2006
Great Atlantic Pacific Tea Company 2004 - 2004
Skills
Accounting, Tax, Financial Reporting, Hedge Funds, Financial Analysis, Private Equity, Tax Accounting, Tax Preparation, Financial Statements, Due Diligence, Fund Accounting, Corporate Tax, Partnership Taxation, Account Reconciliation, Finance, Investments, SEC filings, Mutual Funds, Equities, Financial Services, Fixed Income, Fund Of Funds, GAAP, US GAAP
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
City University of New York-Baruch College - Zicklin School of Business, MBA - Taxation
MBA, Taxation
Mile High Mobile Truck Repair, LLC June 2011 - Present
Great-West Life and Annuity Insurance Company July 2010 - March 2011
ALPS Price Meadows July 2009 - July 2010
State Street Bank July 2008 - February 2009
State Street Bank August 2007 - July 2008
Metro West Steel October 2004 - August 2007
Skills
Bloomberg, Equities, Hedge Funds, Accounting, Fixed Income, Mutual Funds, Securities, Derivatives, Account Reconciliation, Valuation, Options, Portfolio Management
Education
Assumption College 2003 — 2007
BA, International Business
Assumption College 2003 — 2007
Bachelor of Arts (B.A.), International Business
Sprint April 2013 - Present
State Street Bank May 2010 - April 2013
Kohl's Department Stores August 2011 - October 2012
Bath & Body Works October 2010 - July 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Teamwork, Public Speaking, Social Media, Research, Data Entry, Outlook, Customer Satisfaction, Fax, Retail, Teaching, Fundraising, Process Improvement, Analysis, Training, Management, Leadership
Education
Baker University 2012 — 2013
Master of Science, Management
Graceland University 2006 — 2010
Bachelor of Arts (BA), Business Administration
UMB Bank May 2009 - Present
State Street Bank April 2001 - February 2009
Skills
Banking, Financial Analysis, Securities, Relationship Management, Risk Management, Financial Services, Microsoft Office, Microsoft Excel, Process Improvement, Investments, Bloomberg, Equities, Microsoft Word, Customer Service
Education
Baker University 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Central Missouri State University 1997 — 1999
BSBA Business Management, Business Administration and Management, General
American Student Assistance 2005 - 2009
State Street Bank 2002 - 2004
State Street Corporation 1995 - 2004
State Street Bank 1997 - 2002
Education
Babson College 1991 — 1995
BA, International Business
Palio Pizzeria May 2011 - Present
Babson College May 2010 - May 2011
State Street Bank May 2008 - May 2010
Palio's Pizzeria May 2006 - September 2006
West Dennis Yacht Club May 2006 - September 2006
U.S. Coast Guard May 2005 - July 2005
Skills
Entrepreneurship, Equities, Investments, Process Improvement, Financial Modeling, Financial Analysis, Business Strategy, Valuation, Bloomberg, Market Research, Corporate Finance, Competitive Analysis, Due Diligence, Project Management, Training
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA, Investment Services
Saylent Technologies, Inc. September 2014 - Present
State Street Bank April 2012 - September 2014
Fidelity Investments August 2011 - January 2012
Northwestern Mutual May 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Financial Services, Financial Modeling, Entrepreneurship
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Data Analytics
Babson College 2007 — 2011
BS, Finance
State Street Bank September 2014 - Present
State Street Bank November 2013 - September 2014
State Street Bank October 2012 - November 2013
State Street Bank November 2011 - October 2012
State Street Bank October 2010 - November 2011
Skills
Bloomberg, Fixed Income, Financial Services, Equities, Asset Management, Alternative Investments, Financial Analysis, Portfolio Management, Valuation, Microsoft Excel, Financial Modeling, Bloomberg Terminal, Mutual Funds, Investments, Hedge Funds
Education
Bates College 2008 — 2010
B.S., Economics
United States Military Academy at West Point 2006 — 2007
Engineering
Cushing Academy 2002 — 2006
High School
Cerner Corporation 2014 - Present
Cerner Corporation August 2012 - Present
Avila University October 2010 - December 2013
State Street Bank November 2007 - October 2010
Skills
Change Management, Organizational..., Leadership Development, Strategic Communications, Strategic Planning, Technical Writing, eLearning Development
Education
Avila University 2009 — 2011
MS Organizational Development, Human Resources/ Psychology
Wichita State University 2004 — 2007
BS, Criminal Justice
State Street Bank March 2012 - Present
J.P. Morgan April 2008 - February 2012
State Street Bank July 2005 - March 2008
State Street Bank July 1992 - July 2005
Skills
Fund Administration, Mutual Funds, Compliance, Financial Reporting, Fund Accounting
Education
Babson College 1985 — 1987
MBA, Business Administration
State Street Bank September 2001 - Present
Brawner Sales February 2000 - September 2001
DST Systems Inc February 1993 - February 2000
Skills
Foreign Exchange, Fund Administration, Corporate Actions, Mutual Funds, Finance, Bloomberg, Team Leadership, Change Management, Leadership Development, Problem Solving, SharePoint, Shared Services, Career Counseling, Organizational..., Staff Development, Client Liaison, Process Improvement, Risk Management
Education
Avila University 2006 — 2010
MSCP, Counseling Psychology and Organization Development
Avila University
BS, Psychology; Behavioral Dynamics/Business
J.P. Morgan December 2008 - Present
State Street Bank July 2007 - December 2008
Skills
Equities, Financial Analysis, Financial Modeling, Finance, Portfolio Management, Investments, Asset Management, Valuation, Strategic Planning, Due Diligence, Securities, Mergers & Acquisitions, Bloomberg
Education
Babson College 1999 — 2003
Bachelor's of Science in Business Management, Finance and Communications
American Century Investments December 2014 - Present
State Street Bank January 2008 - November 2014
NovaStar Mortgage July 2003 - December 2007
Mazuma Credit Union December 1993 - July 2003
Skills
Banking, Credit, Loans, Financial Services, Mutual Funds, Investments, Mortgage Lending, Finance
Education
Baker University
Bachelor's degree, Business Administration
State Street Bank May 1996 - Present
Brown Brothers Harriman 1994 - 1996
Bob Woolf Associates August 1991 - 1994
Skills
Board of Directors..., Reporting, Board Presentations, Audit Committee, Team Management, Office Management, Organization Skills, Executive Support, Executive..., Project Coordination
Education
Babson College 1987 — 1991
Business Administration and Management, General
Haverhill High School
High School
State Street Bank June 1986 - Present
Skills
Securities Lending, Business Analysis, Project Management, Fund Accounting, Manage Client..., Software Project..., business req
Education
Babson College 1982 — 1986
Bachelor of Science (B.S.), Accounting/Law
Grasseytax June 2014 - Present
State Street Bank March 2012 - June 2014
State Street Bank August 2007 - March 2012
State Street Bank March 2006 - August 2007
Skills
Employee Training, Accounting, Microsoft Excel, Microsoft Office, Process Improvement, Microsoft Word, Data Analysis, Outlook, CRM, Due Diligence, New Business Development
Education
Babson College 2001 — 2005
Bachelor of Science, Business Administration and Management, General
Cohasset High School
Cohasset High School
Dexia Financial Product Services September 2008 - October 2013
State Street Bank October 2006 - September 2008
Skills
Fund Accounting, Financial Reporting, Financial Analysis, Internal Controls, Derivatives, Financial Accounting, Account Reconciliation, Financial Services, Bloomberg, Financial Statements, Auditing, Cash Management, Hedge Funds, Accounting, Finance
Education
Atlantic Union College
Bachelor of Science (BS), Accounting
State Street Bank 2008 - Present
Skills
Derivatives, Financial Services, Banking, Business Analysis, Portfolio Management, Securities, Investment Banking
Education
Baker University 2007 — 2010
Bachelor's degree, Accounting and Finance
State Street Bank 2011 - Present
JPM 2010 - 2011
ACM 2010 - 2010
Skills
Collateral Management, Derivatives, Portfolio Management, Account Reconciliation, Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Adobe Creative Suite, ISDA, KYC, Bookkeeping, Accounting, Restaurant Management, Labor Relations, Securities, Fixed Income, Back Office, Equities, Hedge Funds, Bloomberg Terminal, Finance, FX Options, Options, Cash Management, Equity Derivatives, Middle Office, Settlement
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
Bachelor of Business Administration (BBA), Finance, General, Graduated with honors (Cum Laude)