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),
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4,182 State Street Bank employees in database. Find out everything there's to know about State Street Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Bank Employees
State Street Bank April 2014 - Present
State Street June 2012 - March 2014
State Street Bank February 2011 - June 2012
Skills
Fund Accounting, Bloomberg, Securities, Corporate Actions, Fixed Income, Financial Reporting, Mutual Funds, Microsoft Excel, Financial Analysis, Equities, Analysis, Investments, PowerPoint, Financial Modeling, Accounting, Finance
Education
Salem State University 2005 — 2010
Bachelor's Degree, Accounting
State Street February 2015 - Present
State Street Bank July 2013 - Present
State Street July 2008 - July 2013
State Street June 2007 - June 2008
Skills
Bloomberg, Customer Service, Financial Services, Fixed Income, Equities, Derivatives, Securities
Education
Saint Anselm College 2003 — 2007
Bachelor of Arts (B.A.), Financial Economics
State Street May 2015 - Present
State Street Bank June 2014 - Present
State Street January 2014 - June 2014
Salem Five Bank April 2013 - January 2014
American Income Life February 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Bloomberg Terminal, Stock Trading, International Business..., Thomson Reuters
Education
Saint Anselm College 2008 — 2012
Bachelors of Arts, Financial Economics
Williston Northampton School
Charles Schwab September 2015 - Present
State Street Bank March 2014 - September 2015
Pershing April 2005 - March 2014
Merrill Lynch April 2002 - April 2005
Skills
Electronic Trading, Trading, Options, Trading Systems, Account Management, Risk Management, Onboarding, Financial Services, Equity Trading, Electronic Trading..., Trading Strategies, Separately Managed..., Broker-Dealer, ETFs
Education
Sacred Heart University 1997 — 2001
B.S., Finance, Business Admin.
State Street Bank March 2008 - Present
Skills
Bloomberg, Securities, Financial Analysis, Financial Accounting, Management, Mutual Funds, Financial Services, Fund Accounting, Asset Management, Accounting, Account Reconciliation, Training, Loans, Finance, Investments, Portfolio Management
Education
Cambridge College
Master of Business Administration (M.B.A.), Business Administration and Management, General
Salem State University
Bachelor of Science (BS), Business Administration, Management and Operations
Reebok March 2014 - Present
Reebok February 2014 - March 2014
Reebok August 2012 - January 2014
State Street Bank June 2011 - August 2012
Reebok May 2011 - August 2011
Reebok May 2007 - January 2011
Thayer Academy Summer Programs June 2004 - August 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Bloomberg, Outlook, Fundraising, Research, Market Research, Financial Analysis, Public Speaking, Accounting, Marketing, Account Management, Event Planning, Management, Social Media, Social Networking, Merchandising, Customer Service, Leadership
Education
Saint Anselm College 2007 — 2011
Bachelor of Arts (B.A.), Business
Thayer Academy 2001 — 2007
Citizens Bank July 2011 - July 2013
State Street Bank July 1997 - October 2001
State Street February 1993 - June 1997
State Street Bank January 1989 - January 1993
Skills
Letters of Credit, International Trade, Trade Compliance, International Business, OFAC, Trading, Risk Management, Process Improvement, Documentations, Strategic Planning, Negotiation, Customer Service, Financial Risk, Trade Finance, Import Export, Logistics, Supply Chain, International Logistics
Education
Saint Michael's College
BS
State Street Global Markets January 2014 - Present
State Street Global Markets September 2007 - January 2014
State Street Global Advisors December 2006 - September 2007
State Street Global Advisors December 2003 - December 2006
State Street Global Advisors August 2001 - December 2003
State Street Bank December 1999 - August 2001
Skills
Bloomberg, Operations Management, Internal Controls, Operational Risk..., Operational Support, Equities, Derivative Operations, Middle Office, Corporate Actions, Mutual Funds, Trading, Financial Risk
Education
Saint Anselm College 1996 — 1999
B.A, Politics
Boston College High School
Bank of America May 2015 - Present
State Street Bank June 2004 - May 2015
Deutsche Bank June 2000 - March 2004
Maryland State Treasurers Office June 1999 - May 2000
Garlick Farms, Massachussets February 1999 - May 1999
Skills
Fixed Income, SQL, Market Data, Trading, Portfolio Management, Equities, Bonds, Financial Services, Analysis, Bloomberg, Derivatives, Financial Modeling, Management, Risk Management, Business Analysis, Analytics, SDLC
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
MBA, Finance
Rutgers University-New Brunswick 2009 — 2010
Mini-MBA, Business Essentials
Mahatma Gandhi College of Engineering 1993 — 1997
BTech, Computer Science
St.Patricks High School 1979 — 1991
New York Life & MainStay Investments January 2015 - Present
Deloitte June 2012 - January 2015
Brown Brothers Harriman June 2007 - May 2012
UBS Global Asset Management February 2005 - June 2007
State Street Bank August 2003 - February 2005
Skills
Bloomberg, Hedge Funds, Equities, Fund Accounting, Asset Managment, Financial Modeling, Investments, Cash Management, Portfolio Management, Private Equity, Financial Analysis, Mutual Funds, Financial Reporting, Fixed Income, Alternative Investments, Management Consulting, Change Management, Organizational Design, Asset Management, Valuation, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics
Rutgers, The State University of New Jersey-Newark
Masters, Accounting
OppenheimerFunds July 2011 - Present
Old Mutual Asset Management January 2010 - June 2011
Metropolitan West Asset Management April 2007 - January 2010
Schwab Institutional February 2004 - April 2007
State Street Bank May 1996 - September 2002
Scudder Investments February 1993 - May 1996
Education
Saint Anselm College 1988 — 1992
B.A History
SHOP.COM 2011 - Present
State Street Bank 1989 - 2003
Radio DJ The River 1987 - 1989
Skills
Public Speaking, Management, Administrative, Trade Shows, Sales Recruitment
Education
Northeast Broadcasting 1987 — 1989
Business Degree, Radio and Television
Salem State College 1983 — 1987
Bachelor Degree, Business
Fidelity Investments January 2012 - Present
Staples Inc. August 2008 - January 2012
Sun Life Financial January 2005 - August 2008
Fidelity Investments April 1994 - January 2005
State Street Bank March 1993 - March 1994
Fidelity Brokerage Systems Company August 1986 - March 1993
Electornic Data Systems January 1982 - August 1986
Education
Saint Anselm College 1977 — 1978
ba, psychology
Fidelity Investments March 2013 - Present
State Street Bank February 2011 - March 2013
Skills
Mutual Funds, Account Reconciliation, Bloomberg, Financial Reporting, Financial Analysis, Marketing
Education
Saint Anselm College 2005 — 2009
Bachelor of Arts, Business
Tech Data January 2015 - Present
Tech Data November 2011 - January 2015
Tech Data May 2007 - November 2011
Tech Data October 2004 - May 2007
Tech Data October 2003 - October 2004
Tech Data November 2000 - October 2003
Army National Guard November 1993 - November 2001
State Street Bank September 1998 - May 2000
Skills
Key Account Management, Partner Management, Selling, Management, Negotiation, Team Leadership, Leadership, Business Development, Personal Development, Challenge Driven, Personnel Management, Inventory Management, Vendor Management, Sales Operations, Sales Management, Sales Process, Team Building, Teamwork, Dependable Team Player, Compassion, Supply Chain, Profitable Growth, Profit Margins, Revenue Forecasting, Revenue & Profit Growth, Business Writing, Writing, Motivated self-starter, Team Management, Parenting, Husband, Highly Ambitious, Customer Driven, Vendor Relationships, Analytical Skills, Business Analysis, Business Planning, Endurance, Creative Problem Solving, Purchasing
Education
Saint Leo University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts Boston 1996 — 1999
Bachelor of Arts (BA), English Language and Literature, General
State Street July 2013 - Present
Sapient Corporation June 2010 - March 2013
State Street Bank November 2005 - March 2009
KPMG Advisory 1999 - 2005
Fidelity Investments 1992 - 1999
Skills
Relationship Management, Project Management, Strategic Planning, Management, Consulting, CRM, Fixed Income, Hedge Funds, Derivatives, Equities, Capital Markets, Alternative Investments, Business Analysis, Business Development, Financial Services
Education
Salve Regina University 1982 — 1986
B.S., Business, Management
Richmond college London England 1984 — 1985
International Business, International Business
State Street Bank 2012 - Present
State Street Bank 2011 - 2012
State Street Bank 2009 - 2011
State Street Bank 2006 - 2009
State Street Bank 2002 - 2006
State Street Bank 2000 - 2002
Education
University of Toronto 2002 — 2004
Certificate: Financial Analysis and Investment Management, Accounting and Finance
Ryerson University 1994 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance
Canadian Securities Institute
Canadian Securities Course
State Street Bank July 2007 - Present
STATE STREET CORPORATION June 2007 - Present
BASS RIVER INC December 2004 - June 2007
IDEAL ANIMAL HEALTH SERVICES, Kenya September 2003 - July 2004
Skills
Accounting, Fixed Income, Account Reconciliation, Trading, Accruals, cash flow reconciliation
Education
Salem State College 2005 — 2007
Master, Business Administration; Finance
University of Nairobi 2000 — 2003
Bachelor of Arts, Economics & Sociology
Newbridge Recruiting Group LLC June 2011 - Present
Enid, Chesterfield & Co. May 2007 - July 2011
State Street Bank January 1987 - January 1995
Education
Salem State College 1979 — 1983
BS, Administration
Salem State University 1979 — 1983
BS, Business
State Street February 2015 - Present
State Street Bank February 2013 - Present
State Street Bank November 2010 - February 2013
State Street Bank March 2008 - November 2010
Kelly Services November 2007 - March 2008
Skills
Equities, Accounting, Trade Finance, Reconciliations, Financial Analysis, Data Analysis, Bonds, Fixed Income Trading, Client Service, Client Communications, International Trade, International Finance, Fixed Income, Asset Managment, Wealth Management, Financial Reporting, Account Reconciliation, Financial Services, Asset Management, FX Options, Securities, Bloomberg Terminal, Bloomberg, Investments, Derivatives, Alternative Investments, Hedge Funds, Capital Markets, Fund Accounting, Mutual Funds
Education
Salem State College
Bachelor of Science (BS), Business Administration and Management, General
State Street April 2010 - Present
ING July 2008 - June 2009
CitiStreet April 2000 - July 2008
State Street Global Advisors January 1993 - March 2000
State Street Bank July 1984 - December 1992
Education
Salem State University 1980 — 1984
BS, Business
State Street Bank 2011 - Present
www.phusionband.com 2003 - Present
Small Business Consulting January 2009 - December 2010
Rogers Communications Inc June 2007 - June 2009
ROGERS COMMUNICATIONS INC June 2007 - June 2009
Telus Mobility June 2005 - May 2007
Telus Mobility June 2005 - May 2007
Telus Mobility June 2002 - June 2005
CONNECTIS GROUP January 2001 - January 2002
CONNECTIS GROUP January 2000 - January 2002
Skills
SAP R/3 Project Support, Process & Value Stream..., Business Writing BRD, Test Director, Amdocs Billing Platform, MS Project, SDLC, PMLC, MS Sharepoint, Minitab Statistics, Business Process, Change Management, Business Analysis, Business Development, Negotiation, Agile/Scrum PM..., Project Management, Business Process..., SharePoint, Life-cycle Management, Management, Strategy, CRM, Process Improvement, Cross-functional Team...
Education
Ryerson University 2009 — 2012
Vocational, Business Communications
Toronto College 2010 — 2011
Certified 2011, ITIL Service Management V3
6 Sigma, LEAN, Process Control: Black Belt 2009 — 2010
Certified, Statistical Process Improvement
Ryerson University 2005 — 2009
Vocational, Project Management
World Fitness Studio May 2010 - Present
Zumba Fitness LLC July 2010 - Present
Zumba with Jordana/ World Fitness & Wellness, Inc July 2008 - Present
Barnum Financial Group 2015 - 2015
Barnum Financial Group 2015 - 2015
Barnum Financial Group 2015 - 2015
The Edge August 2008 - July 2010
ASAP, Inc 2008 - 2008
State Street Bank July 2007 - August 2007
Daversa Partners 2007 - 2007
Skills
Start-ups, Social Networking, Social Media Marketing, Coaching, Entrepreneurship, Microsoft Excel, Event Management, PowerPoint, Marketing Communications, Strategy, Online Marketing, Email Marketing, Microsoft Word
Education
Sacred Heart University 2006 — 2008
MBA, Business Management
Sacred Heart University 2002 — 2006
BA, Criminal Justice and Sociology
Weight Watchers November 2001 - Present
State Street Bank August 1994 - August 2000
State Street Bank March 1989 - August 1994
Skills
Nutrition, Wellness Coaching, Fitness, Lifestyle, Nutritional Counseling, Health Education, Wellbeing, Teaching, Wellness, Weight Loss Coaching, weight management, Employee Training, Training Delivery, Lesson Planning, Financial Services, Nutrition Education, Coaching, Presentation Coaching, Accounting, Leadership Development, Public Speaking, Customer Service, Leadership, Training
Education
Saint Anselm College 1984 — 1988
Bachelor of Arts (BA), Business Administration and Management, General
State Street Global Advisors April 2015 - Present
State Street June 2014 - August 2014
State Street June 2013 - August 2013
State Street Bank June 2012 - August 2012
Skills
Finance, Mutual Funds, Financial Services, Securities, Alternative Investments, Trading, Bloomberg, Equities, Hedge Funds
Education
Salem State College 2013 — 2015
Master of Business Administration (MBA)
West Virginia University 2009 — 2013
BSBA, Finance, General
The Blackstone Group August 2015 - Present
Citi August 2014 - August 2015
State Street Bank May 2013 - August 2014
Siemens June 2012 - May 2013
McGraw-Hill Higher Education 2010 - August 2010
H&R Block September 2009 - May 2010
Skills
Microsoft Office, Lotus Notes, Investran, SAP Netweaver, InvestAI, Accounting, Financial Reporting, Auditing, Internal Controls, Account Reconciliation, Financial Accounting, Financial Statements, GAAP, Microsoft Excel, PowerPoint, Microsoft Word, Analysis, Financial Analysis, Finance
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2013
Bachelor of Science (BS), Accounting
Fidelity Investments October 2010 - Present
J.P. Morgan September 2008 - May 2010
State Street Bank July 2007 - September 2008
Education
Saint Anselm College 2003 — 2007
Bachelor of Arts, Business
Goldman Sachs February 2014 - Present
John Hancock Financial Services March 2012 - January 2014
State Street Bank November 2010 - March 2012
Skills
Fixed Income, Financial Services, Finance, Derivatives, Investments, Mutual Funds, Equities, Financial Advisory
Education
Saint Michael's College 2006 — 2010
Bachelor of Science, Business Administration
State Street May 2015 - Present
State Street Bank May 2013 - May 2015
State Street Bank October 2008 - May 2013
Convention Data Services March 2006 - October 2008
Skills
Access, Computer Hardware, Databases, Firewalls, Hardware, Information Technology, Management, Microsoft Excel, Network Security, Networking, Security, Software Installation, Technical Support, Testing, Troubleshooting, Windows, XP, Microsoft Office, Disaster Recovery, Internal Audit, Information Security
Education
Saint Leo University 2001 — 2005
Bachelor of Science, Computer Information Systems; Computer Information Systems
BNY Mellon November 2014 - Present
Resources Global Professionals February 2013 - November 2014
JP Morgan March 2008 - February 2013
Brown Brothers Harriman June 1999 - March 2008
State Street Bank 1997 - 1999
State Street 1989 - 1996
Skills
Accounting, Customer Relations, Fund Administration, Mutual Funds, Financial Reporting, Customer Service, Risk Management, Auditing, Hedge Funds, Banking, Private Equity, Management, Financial Services, Capital Markets, Bloomberg, SEC filings, Equities, Asset Management, Fund Accounting, Derivatives, Valuation, Alternative Investments, Fixed Income, Financial Modeling, Investments, Financial Analysis, Due Diligence, Portfolio Management
Education
Salem State University 1983 — 1987
Bachelors, Business / Economics
Burlington High 1979 — 1983
Diploma, College Prep
Haverhill Bank April 2008 - Present
Redimix Companies Inc. August 1999 - March 2007
Citizens Bank 1995 - 1999
Shawmut Bank 1990 - 1995
State Street Bank 1985 - 1987
State Street Bank 1985 - 1987
Skills
Middle Market, Loans, Commercial Lending, Commercial Real Estate, Credit, Training, Commercial Banking, Small Business Lending, Banking, Credit Analysis, Portfolio Management, Loan Origination, Underwriting, Credit Risk
Education
Saint Anselm College 1976 — 1981
BA, Economics
State Street September 2014 - Present
State Stret November 2012 - Present
State Street October 2008 - November 2012
State Street March 2008 - October 2008
State Street June 2007 - 2008
State Street Bank March 2006 - June 2007
Skills
Alternative Investments, Hedge Funds, Fixed Income, Business Development, Equities, Asset Management, Investments, Financial Services, Mutual Funds, Portfolio Management, Derivatives, Series 7, Securities, Fund Accounting
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2006
MBA, Management
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
BS, Finance, Economics
Carter-Waters LLC September 2015 - Present
State Street February 2013 - Present
H&R Block January 2013 - Present
Hostess Brands August 2012 - January 2013
State Street Bank May 2012 - July 2012
H&R Block January 2012 - May 2012
Biolase Technology April 2008 - December 2008
Alcone Marketing Group September 2007 - February 2008
Young & Rubicam Brands September 1998 - January 2004
Skills
Employee Relations, Microsoft Office, Accounts Payable, SAP HR, Accounts Receivable, Budgets, Human Resources, Invoicing, Payroll, PeopleSoft, Time Management, Data Analysis, Finance, Marketing, Customer Service, Data Entry, Microsoft Excel, Microsoft Word, Process Improvement
Education
Saddleback College 1997 — 2001
Winchester Cooperative Bank July 2010 - Present
State Street Bank December 2008 - June 2010
Winchester Co-Operative Bank August 2008 - November 2008
Skills
Fund Accounting, Financial Reporting, Mutual Funds, Accounting, Securities, ACH, Accounts Payable, Account Reconciliation, General Ledger, General Ledger..., Financial Accounting, Check Conversion, Banking, Bank Accounting, Financial Modeling, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Financial Analysis, Public Speaking, Analysis, Research, Team Building
Education
Salem State University 2005 — 2008
Bachelors, Business Administration
Pitney Bowes March 2010 - December 2011
Pitney Bowes Management Services 2002 - March 2010
Harte-Hanks Direct Marketing February 1993 - June 1997
Corporate Mailing Services/ Team Fulfillment January 1990 - February 1993
Boston Financial Data Services January 1987 - 1989
State Street Bank December 1984 - 1986
Johnson & Johnson 1962 - 1984
Skills
Management, New Business Development, Process Improvement, Account Management, Operations Management, Contract Negotiation, Sales, Executive Management, Cross-functional Team..., Entrepreneurship, Vendor Management, P&L Management, Leadership, Team Building, CRM, Salesforce.com, Lead Generation, Forecasting, Business Development, Product Management, Sales Process, Outsourcing, Strategy, Customer Service, Strategic Partnerships, Sales Operations, Strategic Planning, Change Management
Education
Rutgers, The State University of New Jersey-New Brunswick
BS, Marketing
Boeing June 2015 - Present
The Boeing Company June 2013 - June 2015
Truman State University August 2010 - May 2013
State Street Bank June 2012 - August 2012
Truman State University May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Citrix, HTML scripting, Website Development, Financial Reporting, Brand Management, Customer Service, Management, PowerPoint, Microsoft Word, Time Management, Leadership, Data Analysis, Research
Education
Saint Louis University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Truman State University 2009 — 2013
Bachelor of Science, Finance & Marketing
EMD Serono, Inc. / EMD Millipore Corporation (Merck KGaA) May 2010 - Present
State Street Bank December 2007 - April 2010
Fidelity Investments December 2005 - December 2007
Genzyme July 2003 - November 2005
Skills
Strategic Sourcing, Vendor Management, Procurement, Customer Relations, Professional Services, Contract Negotiation, HR Consulting, Consulting, Strategy, Management, Cross-functional Team..., Customer Service, Program Management, Recruiting, Sales, Sourcing, Process Improvement
Education
Suffolk University 1996 — 1998
Master of Science, Political Science
Saint Anselm College 1992 — 1996
Bachelor of Arts, Political Science
Island Hospitality Management August 2015 - Present
White Lodging Services July 2015 - Present
White Lodging Services August 2014 - July 2015
White Lodging Services December 2012 - August 2014
White Lodging Services June 2011 - December 2012
Tiffany & Co. October 2010 - June 2011
State Street Bank January 2008 - October 2010
Open Your Heart, Help the Community, Inc. September 2010 - September 2010
Find a Cure for Friedreich's Ataxia August 2009 - September 2009
Business Solutions International September 2007 - November 2007
Skills
Customer Service, Hospitality, Hotel Management, Facilities Management, Management, Recruiting, Customer Satisfaction, Training, Outlook, Sales, Microsoft Excel, Financial Analysis, Budgets, Analysis, Operations Management, Time Management, Forecasting, Teamwork, Leadership, Hotels, Hospitality Industry, Hospitality Management
Education
Salve Regina University 2003 — 2007
Bachelors of Art, Business Management
Xaverian Brothers High School 1999 — 2003
General, Studies
Sun Life Financial June 2014 - Present
Liberty Mutual Group Asset Management Inc November 2008 - June 2014
Liberty Mutual Group November 2008 - January 2012
State Street July 2007 - November 2008
State Street Bank July 2007 - November 2008
Merrill Lynch January 2007 - April 2007
Skills
Securities, Mutual Funds, Accounting, Investments, Analysis, Financial Services, Equities, Finance, Trading, Management, Banking, Bloomberg, Bonds, Field Work, Financial Analysis, Portfolio Management
Education
Saint Anselm College 2003 — 2007
Bachelor of Arts, Financial Economics
State Street Bank March 2013 - Present
State Street Bank October 2010 - March 2013
Deutsche Bank January 2007 - October 2010
Skills
VAR, Project Coordination, Asset Managment, Client Service Oriented, Financial Services, Bloomberg, Asset Management, Fixed Income, Middle Office, Client Liaison, Hedge Funds, Client Services, Back Office, Equities, Derivatives, Fund Accounting
Education
Rutgers, The State University of New Jersey-New Brunswick
State Street Bank August 2013 - Present
State Street Bank September 2009 - July 2013
JPMorgan Chase May 2008 - December 2008
Barrington Partners October 2007 - May 2008
State Street Bank (formerly Investors Bank & Trust) August 2005 - August 2007
Bank of New York Mellon August 2004 - August 2005
Skills
Fixed Income, Derivatives, Investment Banking, Mutual Funds, Portfolio Management, Financial Risk, Financial Services, Financial Reporting, Fund Accounting, Mergers, Trading, Internal Controls, Auditing, Settlement, Securities Lending
Education
Harvard Extension School
Certificate, Corporate Restructure: M&A
Ryerson University
Bachelor of Commerce, Statistics & Economics
University of Toronto - Rotman School of Management
MBA, Part-time
Western Michigan University - Haworth College of Business
MBA, Finance
State Street March 2015 - Present
State Street Bank April 2012 - March 2015
MetLife August 2011 - April 2012
United States Marine Corps August 2007 - February 2011
Skills
Strategic Leadership, Fast Learner, Hard Worker, Team Leadership, Teamwork, Problem Solving, Team Building, Public Speaking, Leadership, Risk Management
Education
Salve Regina University 2003 — 2007
BS, Political Science
Allegis Global Solutions July 2013 - Present
Allegis Group Services May 2011 - July 2013
State Street Bank September 2009 - May 2011
State Street Bank August 2007 - September 2009
Skills
Talent Acquisition, Onboarding, Temporary Staffing, Employee Relations, Sourcing, PeopleSoft, IQ Navigator, Fieldglass, Salesforce.com, Microsoft Office
Education
Saint Michael's College 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
University of Wollongong 2005 — 2005
International Business
Austin Preparatory School 1999 — 2003
Commonwealth Financial Network July 2013 - Present
State Street Bank August 2011 - July 2013
William Gallagher Associates February 2010 - June 2011
JP Morgan Worldwide Securities Services September 2008 - July 2009
Smith Barney January 2008 - April 2008
Education
Salve Regina University 2004 — 2008
Bachelor of Science, Financial Management
Archbishop Williams High School 2000 — 2004
Criteo February 2015 - Present
Norfolk Power Equipment April 2012 - February 2015
Yankee Group July 2011 - April 2012
Forrester Research July 2010 - July 2011
Tradeweb August 2007 - July 2010
State Street Bank February 2006 - August 2007
Skills
New Business Development, Salesforce.com, Sales Presentations, Lead Generation, Account Management, Competitive Analysis, Solution Selling, Sales Process, SaaS, Selling, Enterprise Software
Education
Saint Michael's College 2000 — 2004
Bachelors of Science, Business Administration
Charlesbank Capital Partners February 2006 - Present
BNY Mellon September 2001 - August 2005
State Street Bank June 1998 - September 2001
Harvard Management Company February 1994 - June 1998
Bankers Trust September 1992 - February 1994
Education
Rutgers University
Watertown High
Placemeter September 2015 - Present
Oracle March 2014 - September 2015
Northeastern University July 2011 - July 2015
Oracle November 2012 - March 2014
State Street Bank November 2010 - November 2012
Lucas Capital Management, LLC May 2009 - August 2009
Skills
Business Development, Bloomberg, Investments, Business Intelligence, New Business Development, Time Management, Securities, Strategic Planning, Analytics, Hedge Funds, Microsoft Excel, Sales Operations, Training, Accounting, Financial Services, Coaching, Leadership, Management, Big Data
Education
Saint Anselm College 2006 — 2010
Kimball Union Academy 2002 — 2006
Rumson Country Day School 1999 — 2001
State Street February 1999 - Present
Bank of Boston 1998 - 1999
State Street Bank 1996 - 1999
American Student Assistance 1992 - 1996
Knapp Shoe 1991 - 1992
Skills
Process Improvement, Financial Analysis, Financial Metrics, Budget Models, Staffing Models, Mentoring, Strategic Financial..., Risk Management, Financial Accounting, Budgets, Mergers & Acquisitions, Financial Reporting
Education
Suffolk University - Sawyer Business School 1995 — 1998
MBA
Salem State College
Business
Eagle Investment Systems September 2007 - Present
IBT September 2000 - September 2007
State Street Bank 2005 - 2006
Cresant Realty May 2000 - September 2000
Education
Saint Michael's College 1996 — 2000
BA, Business, Theater
State Street Bank 2012 - Present
Russell Investments 2011 - 2012
Credit Suisse 2007 - 2011
Merrill Lynch Europe 2004 - 2007
J&W Seligman 1995 - 2003
Skills
Asset Management, Hedge Funds, Wealth Management, Alternative Investments, ETFs, Private Banking, Asset Managment, Derivatives, Investment Banking, Structured Products, Equities, Private Equity, Portfolio Management, Financial Services, Investments, Financial Advisory, Mutual Funds, Strategy
Education
Saint Bonaventure University 1986 — 1990
Curex Group LLC July 2010 - Present
Curex Group Holdings, LLC July 2010 - Present
Fxall 2010 - 2010
Lava Trading Inc 2004 - 2010
Stryker 2003 - 2004
State Street Bank 1997 - 2003
Market Vision Corporation 1993 - 1995
Skills
Trading Systems, FX, Electronic Trading, C++, Java, Market Data, Agile Methodologies, XML, Trading, SOA, Low Latency, Multithreading, Integration, SQL, Perl, FX Options, Software Engineering, Object Oriented Design, Software Development, Derivatives, Distributed Systems, SDLC, WPF, Software Design, C#, .NET, Options, FX trading
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science, Electronics and Computer Engineering
Fidelity Investments September 2014 - Present
Fidelity Investments July 2010 - September 2014
Fidelity Investments November 2005 - July 2010
State Street Bank March 1999 - November 2005
Old Town Trolley 1993 - 1999
Skills
Mutual Funds, Project Management, Business Analysis, Institutional Funds, Asset Management, Fixed Income, Equities, Pricing, Accounting, Quality Assurance..., Fund Accounting, Corporate Actions, Investment Operations, Client Service, Fund Administration, Asset Arena, InvestOne, Eagle Star, FOCAS, Quality Center, JIRA, Multi-currency Horizon, Advent, Bloomberg, Quality Assurance, Investments, Client Services, Securities
Education
Salem State University 1992 — 1999
BA
State Street July 2013 - Present
State Street Bank January 2008 - July 2013
State Street June 2007 - January 2008
Braga & Associates January 2004 - December 2007
State Street April 1998 - August 2003
State Street June 1996 - April 1998
State Street September 1990 - June 1996
Skills
Tax, Accounting, Internal Controls, General Ledger, Account Reconciliation, Financial Services, Tax Returns, Payroll, Finance, Mutual Funds, Investments, Management, Strategic Financial..., Analysis, Due Diligence, Wealth Management, Risk Management, Fund Accounting, Fixed Income, Credit, Bloomberg, Securities, Banking, Asset Management, Equities, Portfolio Management, Corporate Finance, Financial Reporting, Real Estate
Education
Saint Anselm College 1982 — 1986
Bachelor of Arts, Business
Morgan Stanley March 2014 - Present
Morgan Stanley March 2009 - March 2014
UBS Wealth Management January 2008 - March 2009
State Street Bank February 2007 - January 2008
State Street October 2005 - February 2007
Skills
Wealth Management, Series 7
Education
Saint Anselm College 2001 — 2005
BA, Business
Cardinal Spellman 1997 — 2001
Amtrak August 2015 - Present
GM OnStar November 2013 - July 2015
Cogence, Inc. February 2010 - November 2013
Aetna January 2003 - February 2010
T Rowe Price March 2002 - March 2003
EBS December 2001 - March 2002
Princeton University September 2001 - November 2001
State Street Bank February 2001 - August 2001
Medispares.com December 2000 - February 2001
4anything.com April 2000 - December 2000
Skills
C, C++, Python, Java Enterprise Edition, NI LabVIEW, SQL, Data Warehousing, Database Design, Data Mining, Data Modeling, Disaster Recovery, Business Strategy, Business Analysis, Business Intelligence, Business Process..., DSP, Enterprise Architecture, Solution Architecture, UML, Biochemistry, Mathematica, Mathematical Modeling, Matlab, Biomedical Engineering, Financial Risk, Knowledge Management, Knowledge Discovery, Document Management, Rule-based Systems, RUP, Software Engineering, Systems Engineering, SDLC, IT Strategy, Unix, Enterprise Software, TOGAF, DB2, Architecture, Data Integration, SOA, Application Architecture, EAI, Digital Signal..., Integration, Master Data Management, Distributed Systems, Data Governance, Data Warehouse..., Data Architecture
Education
Villanova University 1985 — 1988
MS, Comp Sci
Saint Joseph's University 1980 — 1984
BS, Chemistry
University of Delaware 1977 — 1979
FHP, early college admittance, Liberal Arts and Sciences/Liberal Studies
OLMA 1974 — 1977
Cubic July 2014 - Present
Sempra US Gas & Power March 2006 - April 2014
The CEI Group April 2005 - November 2005
Arcadia Healthcare Solutions (formerly Concordant, Inc.) October 2000 - January 2005
Citizens Bank September 1999 - October 2000
State Street Bank June 1996 - August 1999
Skills
Disaster Recovery, Virtualization, VMware, Integration, Enterprise Architecture, Data Center, Active Directory, Security, SharePoint, System Administration, Cloud Computing, Windows Server, IT Strategy, ITIL, Microsoft SQL Server, Visio, Requirements Analysis, Vendor Management, Active Directory..., Datacentres, ROIs, Microsoft Exchange, Lync, SDLC, TMG, Hyper-V, Microsoft DNS, Group Policy, SCOM, Enterprise Vault, Office Communications..., High Availability, Technical Documentation, Certificate Services, Solarwinds, HP Blade, HP Proliant
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1993
Bachelor of Arts (B.A.), Journalism
Bank of America August 2014 - Present
Bank of America May 2006 - Present
Deutsche Asset Management 2005 - 2006
State Street Bank 1998 - 2004
Education
Suffolk University - Sawyer Business School 2007 — 2010
MBA, Finance
Saint Anselm College
Liberty Utilities March 2013 - Present
Liberty Utilities September 2012 - Present
National Grid September 2011 - October 2012
National Grid Gas US - Investment Planning 2004 - January 2012
Keyspan Energy Delivery January 2007 - September 2011
National Grid 2007 - September 2011
Keyspan Energy Delivery November 2004 - December 2006
Keyspan Home Energy Services November 2001 - November 2004
State Street Bank 1996 - 1998
State Street 1995 - 1998
Skills
Analysis, Budgets, Account Reconciliation, Variance Analysis, General Ledger, Fixed Assets, Strategic Planning, Gas, Management, Energy, Accounts Payable, Process Improvement
Education
University of West Florida 1999 — 2001
MBA
Saint Anselm College 1990 — 1994
BA, Finance
State Street Bank 2007 - 2014
Investors Bank & Trust 2005 - 2007
Investors Bank & Trust 2000 - 2004
Investors Bank & Trust 1998 - 2000
Investors Bank & Trust 1994 - 1997
Skills
Financial Services, Mutual Funds, Client Services, Fixed Income, Securities, Equities, Fund Accounting, Global Custody, Middle Office, Banking, SEI Trust 3000, Global Plus, Risk Management, Account Reconciliation, Back Office, Custodial Services, Corporate Actions, Class Actions, Management, Mergers & Acquisitions, Financial Risk
Education
Salem State College 1989 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Hampshire House Corp. June 1988 - Present
State Street Bank June 1987 - June 1988
Salem Five Bank January 1986 - May 1987
Skills
Accounting, Budgets, General Ledger, Accounts Payable, Payroll, Human Resources, Restaurants, Microsoft Office, Time Management, Account Reconciliation, Tax, Employee Benefits, Analysis, Marketing, ADP Payroll, Strategic Planning, QuickBooks, Customer Service, Tax Preparation, Employee Relations, Hospitality, Microsoft Excel, Microsoft Word, Event Management, Financial Reporting, Team Building, Public Speaking, Leadership, Financial Analysis, Event Planning, Forecasting, Outlook, Financial Accounting, Retail, Recruiting, Sales, PowerPoint, Bookkeeping, Training
Education
Salem State University 1981 — 1993
Bachelors, Accounting
Bloomfield High School 1976 — 1979
Diploma
John Hancock Financial Services July 2013 - Present
State Street Bank 2007 - May 2013
State Street Bank March 2006 - July 2007
Investors Bank and Trust 2004 - 2006
Investors Bank and Trust September 2001 - March 2004
Skills
Securities, Corporate Actions, Mutual Funds, Relationship Management, Financial Services, Fund Accounting, CRM, Equities, Settlement, Fixed Income, Middle Office, Hedge Funds, Trading, Bonds, Banking
Education
Salve Regina University 1995 — 1999
BA, English
St Joseph Central High School
State Street Bank Purchasing ManagerNovartis2001 - 2008
Scudder Investments January 1994 - August 2004
Education
Salem State University 1971 — 1975
John Hancock June 2004 - Present
Venture 2003 - 2003
Eagle Investment Systems 2001 - 2003
JP Morgan Chase 1993 - 2001
State Street Bank 1992 - 1993
Skills
Mutual Funds, Fund Administration, Financial Services, Securities, Bloomberg, Fixed Income, Investments, Equities, Asset Management, Alternative Investments, Fund Accounting, Derivatives, Hedge Funds
Education
Salem State College 1987 — 1991
State Street April 2014 - Present
State Street Corporation March 2011 - April 2014
State Street March 2009 - March 2011
State Street Bank November 2008 - March 2009
State Street Bank June 2006 - November 2008
Skills
Mutual Funds, Equities, Investments, Loans, Bloomberg, Fixed Income, Financial Analysis, Financial Modeling, Asset Management, Finance, Microsoft Excel, Accounting, Securities, Portfolio Management, Financial Services
Education
Suffolk University 2010 — 2013
Master's degree
Saint Anselm College 2002 — 2006
State Street Global Advisors August 2014 - Present
State Street Global Advisors July 2009 - Present
State Street Global Advisors September 2007 - July 2009
State Street Bank January 2006 - September 2007
State Street Bank January 2005 - January 2006
State Street July 2004 - January 2005
Education
Suffolk University - Sawyer School of Management 2004 — 2008
MBA
Saint Michael's College 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Business Administration
LeadNow, Inc. August 2009 - Present
Legacy Financial Advisors June 2009 - May 2010
State Street Corporation 2007 - February 2009
Aizling, Inc. 2003 - 2007
State Street Bank 2003 - 2004
State Street Bank 1999 - 2003
Welch Healthcare & Retirement Group 1997 - 1999
Welch Healthcare & Retirement Group 1995 - 1997
Education
Saint Anselm College 1991 — 1995
State Street Bank September 2003 - Present
Skills
Asset Managment, Securities, Equities, Fixed Income, Corporate Actions, Investments, Bloomberg, Reuters 3000
Education
University of Massachusetts Boston 1991 — 1994
Bachelor of Science (B.S.), Accounting
Saint Anselm College 1989 — 1991
Business
State Street Bank Fund AccountantState Street2006 - Present
Education
Suffolk University - Sawyer Business School 2007 — 2010
MBA
Saint Anselm College 2002 — 2006
State Street Bank September 1999 - Present
State Street 1999 - Present
State Street Bank August 2005 - February 2008
Skills
Fixed Income, Mutual Funds
Education
Saint Michael's College 1995 — 1999
BS, Business
State Street Bank February 2010 - Present
McGladrey & Pullen September 2007 - November 2008
Skills
Accounting, Financial Analysis, Microsoft Excel
Education
Saint Louis University 2003 — 2007
Bachelor of Business Administration, Accounting
State Street Bank February 1987 - December 2014
Bankers Trust 1987 - 2003
Skills
Financial Services, Equities, Fixed Income, Securities, Mutual Funds, Relationship Management, Investments, Asset Management, Derivatives, Investment Banking, Customer Service, Leadership, Series 7, CRM, Management, Accounting, Banking, Risk Management, New Business Development, Fund Administration, Global Custody, Financial Analysis, FX Options, Fund Accounting, Securities Lending, Alternative Investments, Bloomberg, Financial Markets, Series 63, Portfolio Management, Customer Satisfaction, Bonds, Corporate Actions, Capital Markets, Middle Office, Business Analysis, Asset Managment, Hedge Funds
Education
Rutgers University-New Brunswick 1980 — 1983
SS&C Technologies September 2006 - Present
State Street Bank 1997 - 2006
Investors Bank and Trut Company 1990 - 1997
Education
Salem State College 1985 — 1989
BS, Business Administration - Accounting
State Street Bank October 2000 - Present
Investors Bank & Trust February 2007 - July 2007
Education
Salem State University 1992 — 1997
CCA, Construction Consulting Associates, LLC October 2001 - Present
Lemco Miller Corporation 1996 - 2001
State Street Bank 1994 - 1996
The Boston Company 1989 - 1994
Skills
Account Management, Program Management, Business Analysis, Process Improvement, Marketing Strategy, New Business Development, Project Management, Business Planning, Outsourcing, Marketing Management, Competitive Analysis, Strategic Partnerships, Product Management, Requirements Analysis, Cross-functional Team..., Business Intelligence, Analytics, Product Marketing, Start-ups, Strategy, Product Development, Management Consulting, Solution Selling, Business Development, SaaS, Management, Vendor Management, Information Technology, Strategic Planning
Education
Suffolk University - Sawyer Business School
MBA, Executive Program
Saint Anselm College
BA, Business/Computer Science
Porzio Bromberg & Newman PC January 2008 - Present
State Street Bank 1998 - 2003
Skills
Legal Research
Education
Rutgers University
Bachelor of Science (B.S.), Accounting
PartyLite April 2005 - Present
PartyLite 1996 - 2005
PartyLite 1994 - 1996
PartyLite 1993 - 1994
Entex Information Services 1990 - 1993
Congress Group Ventures 1989 - 1990
State Street Bank 1987 - 1989
Skills
Financial Reporting, Internal Controls, Financial Accounting, Business Planning, Income Statement, Process Improvement, Budgets, Strategy, Pricing, Strategic Planning, Leadership, Consumer Products, Management, Cash Flow, Forecasting, Accounting, Accounts Payable, Financial Analysis
Education
Saint Anselm College 1983 — 1987
BA, Finance and Economics
Verizon September 2014 - Present
State Street Bank November 2013 - September 2014
WBL, LLc. May 2013 - November 2013
ADG International Holdings, LLC June 2010 - April 2013
ADG International Holdings February 2006 - June 2010
Goldman Sachs & Co May 2005 - February 2006
Marsh & McLennan (MMC) January 2005 - May 2005
AXA Financial Company May 2003 - June 2004
Skills
Valuation, Financial Structuring, Equities, Investments, Due Diligence, Bonds, Business Strategy, Financial Modeling, Investor Relations, Private Equity, Mergers, Finance, Accounting, Taxation, Asset Management, Financial Analysis, Capital Markets, Forecasting, Mergers & Acquisitions
Education
Seton Hall University 2013 — 2014
MSAC, Accounting and Taxation
University of Colorado at Denver 2010 — 2012
MS, Global Energy Management, 3.55
Montclair State UniversityMay 2003 2000 — 2003
Bachelor of Science, Finance
Rutgers University – Camden
Master of Business Administration (M.B.A.), Accounting and Finance
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
Pride Service Provider and Contractor to TIAA-CREF November 2013 - Present
Xerox September 2009 - September 2012
ACS HR Solutions March 2006 - September 2009
ACS October 2001 - March 2006
Mellon HR Solutions 1999 - 2005
ACS May 1999 - October 2001
State Street Bank September 1998 - May 1999
State Street Bank August 1996 - September 1998
Putnam Investments August 1992 - August 1996
The Boston Company October 1989 - August 1992
Skills
Employee Benefits, Benefits Administration, Vendor Management, 401k, Process Improvement, Outsourcing, Defined Benefit, Pensions, Change Management, BPO, Performance Management, Call Center, Financial Services, Business Analysis, Operations Management
Education
Salem State University 1985 — 1989
BS, Business Management
State Street Bank July 2009 - Present
State Street Bank June 2008 - August 2008
State Street Bank June 2007 - September 2007
Education
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration, Finance
Royal Holloway, University of London 2007 — 2007
Business Managament, European Business, History
State Street Bank January 2010 - Present
Commerzbank AG April 2009 - January 2010
Dresdner Kleinwort February 2006 - April 2009
Societe Generale June 2005 - February 2006
Skills
Fixed Income, Interest Rate..., Trading, Middle Office, Capital Markets, FX Options, NDF, Bloomberg, Equities, Rates, Options, Derivatives, Swaps
Education
Saint Joseph's University 2001 — 2005
BS, Finance & Accounting
Eagle Investment Systems August 2013 - Present
J.P. Morgan April 2013 - August 2013
State Street Bank 2003 - December 2012
State Street Bank 2000 - 2003
State Street Bank 1995 - 2000
Skills
Accounting, Endowments, Relationship Management, Project Management, Alternative Investments, Private Equity, Cross Selling, Financial Analysis, Healthcare, Qualified Retirement..., Global Custody, Financial Reporting, Risk Management, Superior Client Service, Strategic Planning, Contract Negotiation, Investments, Managing P&Ls, Six Sigma, Business Strategy, New Business Development, Client Services, Financial Services
Education
Suffolk University - Sawyer School of Management 1997 — 2000
MBA
Saint Anselm College 1991 — 1995
BA, Financial Economics
State Street April 2011 - Present
State Street Bank September 2007 - June 2011
State Street Corporation January 2008 - April 2011
State Street Bank September 2007 - April 2011
Skills
Financial Reporting, Financial Analysis, Accounting, Account Reconciliation, Mutual Funds, Bloomberg, Financial Modeling, Financial Services, Financial Accounting, Internal Controls, Microsoft Excel, Fixed Income, Securities, Fund Accounting, Research, Investments, PowerPoint, Public Speaking, Financial Statements, Equities, Auditing, Social Media
Education
Simmons College 2014 — 2019
Master of Business Administration (MBA)
Simmons College 2005 — 2007
Political Science and International Relations-Minor in Economics, International Relations and Affairs; Political Science;Economics
Salem State College 2002 — 2004
Bachelor's degree, Criminal Justice/Safety Studies
Eaton Vance March 2012 - Present
North Run Capital August 2011 - January 2012
State Street Bank 2006 - 2010
Merrill Lynch 2006 - 2006
Skills
Hedge Funds, Mutual Funds, Fund Accounting, Bloomberg
Education
Saint Anselm College 2002 — 2006
Bachelor of Arts, Economics and Business
State Street May 2015 - Present
State Street Bank October 2012 - Present
State Street Bank April 2011 - October 2012
State Street Bank February 2010 - April 2011
State Street Bank July 2007 - February 2010
Skills
Corporate Actions, Securities, Fund Administration, Fixed Income, Equities, Hedge Funds, Financial Services, Investments, ETFs, Credit, Bloomberg Terminal, Derivatives, Financial Modeling, Asset Managment, Alternative Investments, Portfolio Management, Valuation
Education
Saint Michael's College 2003 — 2007
Bachelors, Political Science
Bank of New York Mellon April 2005 - Present
State Street Bank 1998 - 2005
First Data Corporation 1991 - 1998
Skills
Equities, Securities, Fixed Income, Business Analysis, Mutual Funds
Education
Salem State College 1992 — 1995
MBA, Business Administration
University of Massachusetts, Amherst 1986 — 1991
BS, HRTA
Citizens Bank September 2014 - Present
Santander Bank, N.A. October 2010 - September 2014
Sovereign Bank October 2007 - October 2010
Cambridge Savings Bank 2003 - 2008
State Street Bank April 1988 - October 1999
Bank Of New England June 1982 - April 1988
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Loans, Credit, Banking, Mortgage Lending, Portfolio Management, Retail Banking, Credit Analysis, Cash Management, Consumer Lending
Education
Salem State College 1981 — 1985
BA, Accounting
Westcore Properties Property ManagerBasin Street Properties2000 - 2008
State Street Bank 1999 - 2000
Education
Saint Mary's College of California 1995 — 1999
B.S., Business Administration & Economics
The Portola Group December 1996 - Present
State Street Bank 1994 - September 1996
Skills
Customer Service, Portfolio Management, Asset Management, Wealth Management
Education
Worcester State College 1991 — 1993
Bachelor's degree, Business Administration and Finance
Roxbury Community College 1985 — 1989
Associate of Science (AS), Accounting
Turk Capital LLC March 2014 - Present
Silva Capital Management LLC 2012 - February 2014
State Street Bank September 2010 - September 2012
Stifel Financial Corp. January 2010 - September 2010
Turk Risk Advisors June 2009 - January 2010
Merrill Lynch July 2006 - June 2009
JPMorgan Chase July 2004 - July 2006
JPMorgan Chase January 1996 - July 2004
Education
Rutgers University School of Law - Newark 1992 — 1995
JD
School name: 1985 — 1989
BA Dartmouth College, Economics
MFS Investment Management February 2014 - Present
MFS Investment Management February 2013 - February 2014
Fidelity Investments May 2011 - February 2013
State Street Bank August 2010 - May 2011
Education
Saint Anselm College 2006 — 2010
Bachelor of Arts, Financial Economics
Kimball Union Academy
Freudenberg-NOK Sealing Technologies September 2013 - Present
State Street Bank January 2011 - August 2013
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Market Basket 1996 - 2002
Skills
Financial Services, Mutual Funds, Financial Analysis, Risk Management, Bloomberg, Securities, Fund Accounting, Marketing Research, Marketing Strategy, Advertising
Education
Southern NH University 2012 — 2014
Master of Science (M.S.), Marketing
Southern New Hampshire University 2002 — 2004
Master, Business Administration
Saint Anselm College 1997 — 2002
Bachelor of Arts, Business
National Amusements October 2011 - Present
Alares Energy and the Environment December 2009 - March 2011
EnviroTrac 2004 - 2008
State Street 1996 - 2003
State Street 1994 - 1996
State Street Bank 1991 - 1994
State Street Bank 1989 - 1991
Stop & Shop 1985 - 1987
Skills
Leadership, Microsoft Office, Data Analysis, Payroll, Remediation, Microsoft Excel, Microsoft Word, PowerPoint, Supervisory Skills, Environmental Consulting, Customer Service, Accounting, Employee Relations, Risk Assessment, HRIS, Strategic Planning, Program Management, Budgets, Project Management, Due Diligence, Training, Process Improvement, Recruiting, Project Planning
Education
Salem State University 1980 — 1984
BS, Business Administration
Morgan Stanley Wealth Management September 2005 - Present
Goldman Sachs May 2004 - September 2005
State Street Bank May 1999 - November 2003
Deutsche Bank November 1997 - May 1999
JP Morgan Chase November 1994 - November 1997
JP Morgan Chase May 1991 - November 1994
Skills
Equities, Fixed Income, Hedge Funds, Investments, Valuation, Financial Analysis, Mutual Funds, Banking, Financial Services, Financial Risk, Bloomberg, Asset Managment, Alternative Investments, Derivatives, Securities, Asset Management, Series 7
Education
Rutgers, The State University of New Jersey-Newark
Bachelor's Degree, Global Business Management
Orion Health November 2013 - Present
EMC December 2011 - November 2013
Brown Brothers Harriman April 2011 - November 2011
JP Morgan Chase June 2008 - May 2010
State Street Bank September 2006 - May 2008
Comcast June 2005 - August 2006
American Water October 2001 - June 2005
Skills
SDLC, Visio, Business Analysis, ITIL v3 Foundations..., SQL, Visual Basic, Business Intelligence, Data Analysis, Databases, Microsoft Excel, Access, Systems Analysis, PL/SQL, Reporting & Analysis, Workflow, Requirements Analysis, Project Management, SharePoint, Business Requirements, Requirements Gathering, ITIL, Vendor Management
Education
Rutgers University – Camden 1996 — 1998
Bachelors, Economics
Roosevelt High School
Strayer University
MBA, Management
Town of Halifax MA June 2009 - January 2010
Town of Halifax MA June 2006 - June 2009
State Street Bank June 1994 - November 1995
Skills
Customer Service, Human Resources, Administrative..., Data Entry, Teamwork, Accounts Receivable, Call Centers, Public Speaking, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Budgets
Education
Salem State University 1996 — 1997
The Bowdoin Group 2011 - Present
Sapphire Technologies August 2010 - April 2011
State Street Bank June 1999 - December 2009
Skills
COBOL, DB2, JCL, VSAM, Fileaid, CICS, TSO, Endevor, Easytrieve, SDLC, Mainframe, SQL, Unix, Databases, PL/SQL, SQL Server, Requirements Analysis, Application Development, Oracle SQL, Access, Programming, Business Analysis, XML, Microsoft SQL Server, MVS, ETL, IMS DB/DC, Xpediter, Visio, Endeavor, Systems Analysis, OS/390
Education
Saint Petersburg State Electrotechnical University "LETI"
MSEE&CS, EE and Computer Science
PwC Consulting July 2012 - Present
State Street Bank September 2011 - July 2012
State Street Bank May 2008 - September 2011
Boston Financial Data Services July 2007 - May 2008
Skills
Accounting, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Investment Management, Management, Management Consulting, Microsoft Excel, Mutual Funds
Education
Salve Regina University
MBA
Salve Regina University
BS, Marketing
State Street Bank October 2013 - Present
State Street Bank March 2011 - September 2013
Boston Sink Company April 2007 - March 2011
Skills
Accounting, Financial Accounting, Analysis, Managerial Finance, Sports Coaching, Client Relations Skills, Multitasking Skills, Operations Management, Fund Accounting, Mutual Funds, Communication Skills, Financial Reporting, Bloomberg
Education
Saint Anselm College 2006 — 2010
Bachelor of Arts, Accounting
CIBC Mellon February 2015 - Present
BBS Securities Inc. September 2014 - December 2014
State Street Bank September 2013 - February 2014
Citco Fund Services March 2008 - June 2013
State Street April 2007 - March 2008
Fidelity Investments February 2006 - April 2007
Skills
Fund Accounting, Account Reconciliation, Financial Reporting, Financial Statements, Accruals, Accounting, Hedge Funds, Fund Administration, Financial Accounting, General Ledger, Financial Analysis, Hedge Accounting, Bloomberg, Cash, Cash Management, Variance Analysis, Strategic Financial..., Investments, Fixed Income, US GAAP, GAAP, Bank Reconciliation, Financial Statement..., Journal Entries, Vlookup, Accounts Receivable, Accounts Payable, Tax Preparation, Fund Of Funds, Valuation, Bookkeeping, Consolidation, Corporate Actions, Finance, Cash Flow, Mutual Funds, Analysis, Auditing, Portfolio Management, Equities, Banking, Microsoft Excel, Financial Planning
Education
Ryerson University 2001 — 2005
Bachelors of Commerce, Accounting
Sheridan College 2001 — 2003
3 Year Business Diploma, Accounting
TD Securities October 2010 - Present
TD Securities July 2004 - September 2010
State Street Bank 2000 - 2004
State Street Bank 1998 - 2000
Skills
Banking, Fixed Income, Bloomberg, Financial Analysis, Analysis, Options, SWIFT payments, Finance, Trading Systems, Product Control, Derivatives, Equities
Education
Ryerson University 1993 — 1997
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Windward Group - North March 2012 - Present
Pittsfield Plastics Engineering December 1997 - February 2012
State Street Bank 1988 - 1994
Skills
Strategic Planning, Engineering, Product Development, Sales Management, Job Costing, Corporate Finance, Vertical Marketing
Education
Sacred Heart University 1999 — 2004
MBA, Business
Rocky Mountain United Methodist Foundation November 2004 - Present
State Street Bank June 1989 - June 1993
Hewiitt Associates 1982 - 1984
Skills
Accounts Receivable, Customer Relations
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance
Saint Mary's College 1978 — 1982
BBA, Accounting
Niles High School
State Street Bank October 2011 - Present
Guaranty Trust Bank plc (GTBank December 2003 - July 2005
Gambia Tourism Authority September 2002 - December 2003
Skills
Credit Analysis, Banking, Credit, Commercial Banking, Portfolio Management, Credit Risk, Loans, Financial Analysis, Financial Statement..., Foreign Exchange, Trade Finance
Education
University of Saint Mary 2005 — 2009
Masters, Business Administration, 3.66
Saint Mary's University 1997 — 2001
Bachelor's degree, Economics
State Street Bank May 2013 - Present
State Street Corporation June 2008 - May 2013
State Street October 2007 - June 2008
State Street December 2005 - October 2007
State Street September 2003 - December 2005
State Street Corporation September 2001 - September 2003
Skills
Fund Accounting, Mutual Funds, Financial Statements, Trading, Fund Administration
Education
Salem State College 1996 — 2000
Bachelor of Science, Communications
SCS Financial February 2013 - Present
State Street Bank February 2012 - February 2013
State Street Bank June 2010 - February 2012
Pastore Financial Group January 2010 - May 2010
Northwestern Mutual June 2009 - August 2009
Education
Saint Michael's College 2006 — 2010
Bachelor of Science, Business Administration
Marblehead High School 2002 — 2006
Citizens Bank October 2013 - Present
BNY Mellon April 2002 - September 2012
BNY Mellon March 2001 - April 2002
Affiliated Computer Services December 1998 - March 2001
State Street Bank March 1992 - December 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, CMS, Project Management, Staff Supervision, Quality Assurance, Operations Management
Education
Salem State College
Bachelor of Science, Business Administration, Finance
TIAA-CREF June 2013 - Present
State Street Bank July 2006 - June 2013
State Street Bank March 2004 - July 2006
State Street Bank May 2001 - March 2004
State Street Bank May 1999 - May 2001
Skills
Financial Services
Education
Suffolk University
Master of Business Administration (MBA)
Saint Anselm College 1986 — 1990
Bachelor of Arts (B.A.)
State Street Bank December 2000 - December 2008
Merrill Lynch July 1994 - December 2000
ICL June 1985 - July 1994
Skills
Unix, Operating Systems, Servers, Disaster Recovery, Solaris, Software Documentation, Troubleshooting, Technical Support, Network Administration, Windows, Hardware, System Administration, Testing, BMC Remedy, Databases, Business Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1985
Bachelor of Applied Science (BASc), Computer Science
Raritan Valley Community College 1980 — 1982
Associate of Arts and Sciences (A.A.S.), Industrial Electronics Technology/Technician
State Street Bank October 2006 - February 2013
Evergreen Investments 2004 - 2006
Evergreen Investments August 2002 - August 2004
First Union National Bank August 2000 - August 2002
First Union National Bank August 1999 - August 2000
First Union National Bank July 1998 - August 1999
First Union National Bank February 1998 - July 1998
Skills
Fixed Income, Middle Office, Portfolio Management, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1996
Bachelor of Arts (B.A.), Economics
Loomis, Sayles & Company October 2007 - February 2015
Loomis, Sayles & Company May 2005 - October 2007
State Street Bank December 2003 - May 2005
Skills
Mutual Funds
Education
Sacred Heart University 1999 — 2003
TD Bank Garden October 2008 - Present
State Street Bank March 2014 - June 2014
National Park Service 2009 - 2012
Skills
Public Speaking, Microsoft Word, Research, Outlook, Microsoft Office, PowerPoint
Education
Northeastern University 2013 — 2014
Bachelor of Science, Finance
Roxbury Community College 2009 — 2010
Associate of Arts (AA), Business Administration
AQR Capital Management March 2006 - Present
Morgan Stanley January 2004 - March 2006
State Street Bank July 2002 - December 2003
Skills
Corporate Actions, Securities
Education
Salem State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General