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
Employee
Years
Job
Industry
Nicole Galofaro Nicole Galofaro's State Street Bank Experience January 2012 - April 2012
Job at Citi
Industry Financial Services
Experience
Citi July 2013 - Present
The Ayco Company, L.P. June 2012 - July 2013
The Ayco Company, L.P. May 2011 - May 2012
State Street Bank January 2012 - April 2012
Skills
Analytics, Customer Service, Trading, Organization, Mutual Funds, Continuous Improvement, Personal Development, Multi Tasking, Employee Training, Compliance, Communication, Microsoft Office
Education
Siena College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
University of London
Citi July 2013 - Present
The Ayco Company, L.P. June 2012 - July 2013
The Ayco Company, L.P. May 2011 - May 2012
State Street Bank January 2012 - April 2012
Skills
Analytics, Customer Service, Trading, Organization, Mutual Funds, Continuous Improvement, Personal Development, Multi Tasking, Employee Training, Compliance, Communication, Microsoft Office
Education
Siena College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
University of London
Jason Stewart, CIMA Jason Stewart, CIMA's State Street Bank Experience January 1994 - April 1995
Job Vice President, Regional Director at Chartwell Investment Partners
Industry Financial Services
Experience
Chartwell Investment Partners 2012 - Present
Breathe California Golden Gate Public Health Partnership February 2011 - Present
Morgan Stanley Smith Barney January 2010 - April 2012
Smith Barney 2000 - 2009
Smith Barney November 1998 - November 2000
Smith Barney June 1997 - November 1998
Wells Fargo Bank April 1995 - June 1997
State Street Bank January 1994 - April 1995
Skills
Separately Managed..., Series 7, Asset Allocation, Alternative Investments, Wealth Management, Asset Managment, Investment Advisory, Mutual Funds, Investments, Series 63, Series 65, Portfolio Management, Equities, Investment Strategies, Hedge Funds, Investment Management, Financial Analysis, Asset Management
Education
Stanford University 1989 — 1993
BA, Economics
Redwood High School 1985 — 1989
Chartwell Investment Partners 2012 - Present
Breathe California Golden Gate Public Health Partnership February 2011 - Present
Morgan Stanley Smith Barney January 2010 - April 2012
Smith Barney 2000 - 2009
Smith Barney November 1998 - November 2000
Smith Barney June 1997 - November 1998
Wells Fargo Bank April 1995 - June 1997
State Street Bank January 1994 - April 1995
Skills
Separately Managed..., Series 7, Asset Allocation, Alternative Investments, Wealth Management, Asset Managment, Investment Advisory, Mutual Funds, Investments, Series 63, Series 65, Portfolio Management, Equities, Investment Strategies, Hedge Funds, Investment Management, Financial Analysis, Asset Management
Education
Stanford University 1989 — 1993
BA, Economics
Redwood High School 1985 — 1989
Alana Devich Alana Devich's State Street Bank Experience 2000 - 2004
Job Editor, Copyeditor, Proofreader, Word Nerd
Industry Public Relations and Communications
Experience
Illumio October 2014 - Present
Freelance copyediting and proofreading 2003 - Present
HP March 2008 - September 2014
OgilvyOne, San Francisco April 2007 - March 2008
Business Wire November 2005 - April 2006
State Street Bank 2000 - 2004
Send.com 1999 - 2000
Skills
Editing, Copy Editing, Proofreading, Editorial, Quality Assurance, Web Content, Creative Direction, Media Relations, Advertising, Layout, Marketing, Content Development, Content Strategy, Digital Media, Mac, Newsletters, Corporate Communications, Internal Communications, Press Releases, Copywriting, Creative Writing, Blogging, Social Media Marketing, Social Media, Marketing Communications
Education
Sarah Lawrence College 1993 — 1997
Bachelor of Fine Arts, Liberal Arts
National Holistic Institute 2010 — 2011
Certified Massage Therapist
Illumio October 2014 - Present
Freelance copyediting and proofreading 2003 - Present
HP March 2008 - September 2014
OgilvyOne, San Francisco April 2007 - March 2008
Business Wire November 2005 - April 2006
State Street Bank 2000 - 2004
Send.com 1999 - 2000
Skills
Editing, Copy Editing, Proofreading, Editorial, Quality Assurance, Web Content, Creative Direction, Media Relations, Advertising, Layout, Marketing, Content Development, Content Strategy, Digital Media, Mac, Newsletters, Corporate Communications, Internal Communications, Press Releases, Copywriting, Creative Writing, Blogging, Social Media Marketing, Social Media, Marketing Communications
Education
Sarah Lawrence College 1993 — 1997
Bachelor of Fine Arts, Liberal Arts
National Holistic Institute 2010 — 2011
Certified Massage Therapist
Suzanne Bandanza's State Street Bank Experience 1985 - 1990
Job Human Resource Manager at KerivanLane, Inc.
Industry Oil & Energy
Experience
Kerivan-Lane, Inc. January 1986 - Present
State Street Bank 1985 - 1990
Skills
Employee Relations, Talent Acquisition, Succession Planning, Performance Management, Business Planning, Organizational..., Team Leadership, Talent Management, Contract Negotiation, Team Building, Employee Benefits, HRIS, Management, Leadership Development, Leadership, Process Improvement, Coaching, Deferred Compensation, Customer Service, Human Resources, Project Management, Change Management, Recruiting
Education
Skidmore College 1979 — 1983
BS, Business Management
Newton South High School
Kerivan-Lane, Inc. January 1986 - Present
State Street Bank 1985 - 1990
Skills
Employee Relations, Talent Acquisition, Succession Planning, Performance Management, Business Planning, Organizational..., Team Leadership, Talent Management, Contract Negotiation, Team Building, Employee Benefits, HRIS, Management, Leadership Development, Leadership, Process Improvement, Coaching, Deferred Compensation, Customer Service, Human Resources, Project Management, Change Management, Recruiting
Education
Skidmore College 1979 — 1983
BS, Business Management
Newton South High School
Nicholas Hernandez's State Street Bank Experience June 2012 - May 2014
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2014 - Present
State Street Bank June 2012 - May 2014
Franklin Templeton Investments August 2011 - May 2012
LogixData June 2011 - August 2011
Morgan Stanley Smith Barney April 2011 - June 2011
Skills
Data Analysis, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Access, Statistics, Research, Financial Modeling, Microsoft Word, Economics, Market Research, Teamwork, Accounting
Education
Santa Clara University - Leavey School of Business 2014 — 2014
Certificate of Advanced Accounting Proficiency (CAAP), Accounting
University of California, Davis 2009 — 2011
Bachelor of Science, Managerial Economics
KPMG US October 2014 - Present
State Street Bank June 2012 - May 2014
Franklin Templeton Investments August 2011 - May 2012
LogixData June 2011 - August 2011
Morgan Stanley Smith Barney April 2011 - June 2011
Skills
Data Analysis, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Access, Statistics, Research, Financial Modeling, Microsoft Word, Economics, Market Research, Teamwork, Accounting
Education
Santa Clara University - Leavey School of Business 2014 — 2014
Certificate of Advanced Accounting Proficiency (CAAP), Accounting
University of California, Davis 2009 — 2011
Bachelor of Science, Managerial Economics
Feza Kikaya Feza Kikaya's State Street Bank Experience June 2007 - August 2007
Job J.D. Candidate at University of Maryland Francis King Carey School of Law
Industry International Affairs
Experience
University Research Co., LLC-Center for Human Services November 2012 - July 2015
University Research Co., LLC-Center for Human Services July 2011 - November 2012
Feronia Inc 2010 - 2010
Wachovia Securities May 2008 - August 2008
State Street Bank June 2007 - August 2007
Skills
Technical Writing, Copy Editing, Social Media, Research, Public Speaking, International Relations, Management, Media Relations, French, Qualitative Research, International..., Economics, Nonprofits, Capacity Building, Editing, Grant Writing, Journalism, Press Releases, Strategic Communications, Blogging, Public Relations, Teaching, Higher Education, Policy Analysis, Human Rights, Proposal Writing
Education
University of Maryland Francis King Carey School of Law 2015 — 2018
Doctor of Law (J.D.)
Spelman College 2005 — 2009
B.A., Economics
Universite de Syracuse 2007 — 2007
French, Social Policy, Economics
Université de Fort-de-France 2006 — 2006
French
University Research Co., LLC-Center for Human Services November 2012 - July 2015
University Research Co., LLC-Center for Human Services July 2011 - November 2012
Feronia Inc 2010 - 2010
Wachovia Securities May 2008 - August 2008
State Street Bank June 2007 - August 2007
Skills
Technical Writing, Copy Editing, Social Media, Research, Public Speaking, International Relations, Management, Media Relations, French, Qualitative Research, International..., Economics, Nonprofits, Capacity Building, Editing, Grant Writing, Journalism, Press Releases, Strategic Communications, Blogging, Public Relations, Teaching, Higher Education, Policy Analysis, Human Rights, Proposal Writing
Education
University of Maryland Francis King Carey School of Law 2015 — 2018
Doctor of Law (J.D.)
Spelman College 2005 — 2009
B.A., Economics
Universite de Syracuse 2007 — 2007
French, Social Policy, Economics
Université de Fort-de-France 2006 — 2006
French
Jaspal Rattu's State Street Bank Experience June 2004 - February 2008
Job Business Reporting at Western Asset Management
Industry Investment Management
Experience
Western Asset Management May 2011 - Present
BlackRock February 2008 - September 2010
State Street Bank June 2004 - February 2008
Skills
Investments, Fixed Income, Asset Management, Alternative Investments
Education
San Jose State University 1999 — 2003
Bachelor of Science (B.S.), Finance
Western Asset Management May 2011 - Present
BlackRock February 2008 - September 2010
State Street Bank June 2004 - February 2008
Skills
Investments, Fixed Income, Asset Management, Alternative Investments
Education
San Jose State University 1999 — 2003
Bachelor of Science (B.S.), Finance
Rita Chawada Rita Chawada's State Street Bank Experience September 2007 - April 2012
Job Financial Services Professional
Industry Financial Services
Experience
State Street Bank September 2007 - April 2012
State Street Bank July 1999 - October 2001
Liberty Financial Companies July 1999 - July 2001
Skills
Mutual Funds, Multi-tasked, Excel Services, Team-orientated, Enjoy Challenges, Passion for Helping..., Business Efficiency, Goal Oriented, Client-oriented, Credibility, Derivative Operations
Education
Simmons College 1994 — 1998
Bachelor of Science (BS), Finance, General
State Street Bank September 2007 - April 2012
State Street Bank July 1999 - October 2001
Liberty Financial Companies July 1999 - July 2001
Skills
Mutual Funds, Multi-tasked, Excel Services, Team-orientated, Enjoy Challenges, Passion for Helping..., Business Efficiency, Goal Oriented, Client-oriented, Credibility, Derivative Operations
Education
Simmons College 1994 — 1998
Bachelor of Science (BS), Finance, General
Scott Fitzhenry's State Street Bank Experience June 1989 - July 1994
Job Vice President and Chief Compliance Officer at Liberty Mutual Investments
Industry Investment Management
Experience
Liberty Mutual Investments April 2006 - Present
Computershare US February 2001 - April 2006
Natixis Global Asset Management July 1994 - February 2001
State Street Bank June 1989 - July 1994
Skills
Mutual Funds, Securities, Investments, Insurance, Risk Management, Asset Management, Equities, Financial Services, Alternative Investments, Corporate Governance, Investment Management, Investment Advisory, Private Equity
Education
Southern New Hampshire University 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Liberty Mutual Investments April 2006 - Present
Computershare US February 2001 - April 2006
Natixis Global Asset Management July 1994 - February 2001
State Street Bank June 1989 - July 1994
Skills
Mutual Funds, Securities, Investments, Insurance, Risk Management, Asset Management, Equities, Financial Services, Alternative Investments, Corporate Governance, Investment Management, Investment Advisory, Private Equity
Education
Southern New Hampshire University 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Anthony Ferragano Anthony Ferragano's State Street Bank Experience May 2008 - August 2008
Job designer and web developer
Industry Computer Software
Experience
AKQA June 2015 - August 2015
Apple Retail November 2010 - August 2014
Acrossair August 2010 - September 2010
SUNY Cortland March 2010 - May 2010
State Street Bank May 2008 - August 2008
Bay Street Animal Hospital April 2004 - August 2006
Skills
OS X, Ruby on Rails, Adobe Creative Suite, Ruby, MySQL, JavaScript, ActiveRecord, HTML, Git, Github, Advertising, Social Media, SQLite, Sinatra, PostgreSQL, Google Analytics, Graphic Design, jQuery, CSS
Education
Dev BootCamp 2014 — 2014
Web Development
State University of New York College at Cortland 2006 — 2010
BA, Communications: Public Relations & Advertising
School of Visual Arts
Continuing Ed., Graphic Design
AKQA June 2015 - August 2015
Apple Retail November 2010 - August 2014
Acrossair August 2010 - September 2010
SUNY Cortland March 2010 - May 2010
State Street Bank May 2008 - August 2008
Bay Street Animal Hospital April 2004 - August 2006
Skills
OS X, Ruby on Rails, Adobe Creative Suite, Ruby, MySQL, JavaScript, ActiveRecord, HTML, Git, Github, Advertising, Social Media, SQLite, Sinatra, PostgreSQL, Google Analytics, Graphic Design, jQuery, CSS
Education
Dev BootCamp 2014 — 2014
Web Development
State University of New York College at Cortland 2006 — 2010
BA, Communications: Public Relations & Advertising
School of Visual Arts
Continuing Ed., Graphic Design
Greene Eric Greene Eric's State Street Bank Experience 1987 - April 1993
Job Director at SEI Investments
Industry Financial Services
Experience
SEI Investments September 2005 - Present
Bank of America May 1993 - August 2005
State Street Bank 1987 - April 1993
Merrill Lynch 1981 - 1986
Skills
Mutual Funds, Financial Services, Fixed Income, Portfolio Management, Hedge Funds, Securities, Strategic Planning, Business Analysis, Risk Management, Management, Banking, Asset Management, Vendor Management, Equities, Investments, Alternative Investments
Education
St. Francis College
Bachelor of Science, Accounting
SEI Investments September 2005 - Present
Bank of America May 1993 - August 2005
State Street Bank 1987 - April 1993
Merrill Lynch 1981 - 1986
Skills
Mutual Funds, Financial Services, Fixed Income, Portfolio Management, Hedge Funds, Securities, Strategic Planning, Business Analysis, Risk Management, Management, Banking, Asset Management, Vendor Management, Equities, Investments, Alternative Investments
Education
St. Francis College
Bachelor of Science, Accounting
Liz Catsoulis Liz Catsoulis's State Street Bank Experience May 2012 - Present
Job MD, HR Business Partner at State Street Bank
Industry Financial Services
Experience
State Street Bank May 2012 - Present
Colliers International January 2010 - May 2012
Deutsche Bank April 2002 - December 2009
Skills
Employee Relations, Talent Management, Deferred Compensation, Human Resources, Onboarding, Performance Management, Succession Planning, Talent Acquisition, Change Management, Employee Benefits, Leadership Development, Organizational..., Strategy, Workforce Planning
Education
SUNY Oswego 1981 — 1985
Bachelors of Science, Mathematics
State Street Bank May 2012 - Present
Colliers International January 2010 - May 2012
Deutsche Bank April 2002 - December 2009
Skills
Employee Relations, Talent Management, Deferred Compensation, Human Resources, Onboarding, Performance Management, Succession Planning, Talent Acquisition, Change Management, Employee Benefits, Leadership Development, Organizational..., Strategy, Workforce Planning
Education
SUNY Oswego 1981 — 1985
Bachelors of Science, Mathematics
Aaron Conn Aaron Conn's State Street Bank Experience July 2003 - October 2007
Job Sr. Accounting Analyst
Industry Financial Services
Experience
The Walt Disney Company January 2015 - Present
United States Antarctic Program February 2009 - May 2014
ACCOUNTEMPS at MONEYGRAM February 2012 - May 2012
Janus Capital Group November 2007 - February 2009
State Street Bank July 2003 - October 2007
ALL STAR GAS CORPORATION December 2002 - July 2003
Skills
Microsoft Office, General Ledger, Financial Reporting, Account Reconciliation, Cash Handling, SEC compliance, Annual Reports, Ten Key, ADP Payroll, SAP, Attention To Detail, Fast Learner, Microsoft Excel, Access
Education
Southwest Baptist University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
The Walt Disney Company January 2015 - Present
United States Antarctic Program February 2009 - May 2014
ACCOUNTEMPS at MONEYGRAM February 2012 - May 2012
Janus Capital Group November 2007 - February 2009
State Street Bank July 2003 - October 2007
ALL STAR GAS CORPORATION December 2002 - July 2003
Skills
Microsoft Office, General Ledger, Financial Reporting, Account Reconciliation, Cash Handling, SEC compliance, Annual Reports, Ten Key, ADP Payroll, SAP, Attention To Detail, Fast Learner, Microsoft Excel, Access
Education
Southwest Baptist University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Kristina Nelson Kristina Nelson's State Street Bank Experience June 2014 - Present
Job Fund Accountant at State Street Bank
Industry Financial Services
Experience
State Street Bank June 2014 - Present
State Street June 2012 - June 2014
At Your Service Staffing 2010 - 2013
State Street May 2010 - June 2012
VHG Labs INC. October 2008 - May 2010
Ameriprise Financial Services, Inc. January 2008 - June 2008
Skills
Investments, Account Reconciliation, Financial Reporting, Microsoft Word, Outlook, Project Management, Mutual Funds, Microsoft Office, Microsoft Excel, Process Improvement, Financial Analysis, Bloomberg, PowerPoint, Accounting, Asset Managment, Fund Of Funds, Fund Accounting, Financial Services, Valuation, Access, Leadership, Portfolio Management, Alternative Investments, Auditing, Management, Securities, Invoicing, Forecasting, Derivatives, Training, Finance, Financial Accounting, Risk Management, Analysis, Managerial Finance, Accounts Payable, Cash Management, Fixed Income, Strategic Planning, Team Leadership, Fund Administration, Equities, Banking, Strategic Financial..., Global Custody, Budgets, QuickBooks, ETFs, Corporate Actions, Peachtree
Education
Southern New Hampshire University 2008 — 2010
Master's of Business Administration, Business Administration
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science, Business Administration
State Street Bank June 2014 - Present
State Street June 2012 - June 2014
At Your Service Staffing 2010 - 2013
State Street May 2010 - June 2012
VHG Labs INC. October 2008 - May 2010
Ameriprise Financial Services, Inc. January 2008 - June 2008
Skills
Investments, Account Reconciliation, Financial Reporting, Microsoft Word, Outlook, Project Management, Mutual Funds, Microsoft Office, Microsoft Excel, Process Improvement, Financial Analysis, Bloomberg, PowerPoint, Accounting, Asset Managment, Fund Of Funds, Fund Accounting, Financial Services, Valuation, Access, Leadership, Portfolio Management, Alternative Investments, Auditing, Management, Securities, Invoicing, Forecasting, Derivatives, Training, Finance, Financial Accounting, Risk Management, Analysis, Managerial Finance, Accounts Payable, Cash Management, Fixed Income, Strategic Planning, Team Leadership, Fund Administration, Equities, Banking, Strategic Financial..., Global Custody, Budgets, QuickBooks, ETFs, Corporate Actions, Peachtree
Education
Southern New Hampshire University 2008 — 2010
Master's of Business Administration, Business Administration
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science, Business Administration
Amy Seidl Amy Seidl's State Street Bank Experience July 2007 - March 2010
Job Management Analyst | Business Analysis | Analytical and Creative ProblemSolving |
Industry Financial Services
Experience
Rockland Trust 2013 - Present
State Street March 2010 - January 2013
State Street Bank July 2007 - March 2010
Investors Bank & Trust October 2006 - July 2007
Mellon Financial July 2006 - October 2006
Brown Brothers Harriman June 2002 - November 2005
Brown Brothers Harriman May 2000 - June 2002
Brown Brothers Harriman September 1996 - May 2000
Skills
Business Analysis, Analytic Problem Solving, Data Analysis, Process Improvement, Relationship Management, Project Management, Business Performance..., Operations Management, Business Strategy, Client Services, Corporate Actions, Securities, Financial Services, Equities, Global Custody, Fixed Income, Securities Lending, SharePoint, Spotfire, Microsoft Office, Settlement, Cash Management, Capital Markets, Collateral Management, Risk Management, Back Office
Education
Stonehill College 1991 — 1995
B.A, International Studies, Modern Languages
Rockland Trust 2013 - Present
State Street March 2010 - January 2013
State Street Bank July 2007 - March 2010
Investors Bank & Trust October 2006 - July 2007
Mellon Financial July 2006 - October 2006
Brown Brothers Harriman June 2002 - November 2005
Brown Brothers Harriman May 2000 - June 2002
Brown Brothers Harriman September 1996 - May 2000
Skills
Business Analysis, Analytic Problem Solving, Data Analysis, Process Improvement, Relationship Management, Project Management, Business Performance..., Operations Management, Business Strategy, Client Services, Corporate Actions, Securities, Financial Services, Equities, Global Custody, Fixed Income, Securities Lending, SharePoint, Spotfire, Microsoft Office, Settlement, Cash Management, Capital Markets, Collateral Management, Risk Management, Back Office
Education
Stonehill College 1991 — 1995
B.A, International Studies, Modern Languages
Neelima Verma (PMP) Neelima Verma (PMP)'s State Street Bank Experience January 2007 - December 2009
Job VP at State Street
Industry Financial Services
Experience
State Street September 2013 - Present
State Street January 2013 - September 2013
State Street December 2009 - September 2013
State Street Bank January 2007 - December 2009
Investors Bank & Trust January 2005 - January 2007
Bank of America January 2000 - January 2004
Skills
Project Management, SDLC, QTP, Rational, Certified Project..., Business Analysis, Requirements Analysis, User Acceptance Testing, Business Requirements, Software Project..., Requirements Gathering, Visio, Test Planning, Process Improvement, Financial Services, Software Quality..., Testing, Business Process..., Quality Assurance, Program Management, SQL, Quality Center, Waterfall, PMP, SharePoint, Change Management, Risk Management, Business Transformation, Project Delivery, Business Process..., Offshoring, Financial Risk, Resource Management, MS Project, Integration, Information Technology, Working directly with...
Education
Shivaji University 1991 — 1994
B.E., Electronics
State Street September 2013 - Present
State Street January 2013 - September 2013
State Street December 2009 - September 2013
State Street Bank January 2007 - December 2009
Investors Bank & Trust January 2005 - January 2007
Bank of America January 2000 - January 2004
Skills
Project Management, SDLC, QTP, Rational, Certified Project..., Business Analysis, Requirements Analysis, User Acceptance Testing, Business Requirements, Software Project..., Requirements Gathering, Visio, Test Planning, Process Improvement, Financial Services, Software Quality..., Testing, Business Process..., Quality Assurance, Program Management, SQL, Quality Center, Waterfall, PMP, SharePoint, Change Management, Risk Management, Business Transformation, Project Delivery, Business Process..., Offshoring, Financial Risk, Resource Management, MS Project, Integration, Information Technology, Working directly with...
Education
Shivaji University 1991 — 1994
B.E., Electronics
Randy Boback Randy Boback's State Street Bank Experience September 2001 - Present
Job Owner Randifer Consulting
Industry Information Technology and Services
Experience
Randifer Consulting January 2008 - Present
State Street Bank September 2001 - Present
Axyn Canada February 1999 - September 2000
CGI August 1998 - February 1999
Omnitech Labs June 1991 - April 1998
Wang Laboratories June 1987 - July 1990
Zellers June 1985 - May 1987
Canada Systems Group February 1984 - July 1985
Skills
Unix Shell Scripting, Micro Focus COBOL, Application Architecture, Critical Thinking, Fluent English, Fluent French, Business Analysis, Business Process..., Internationalization, Market Research, ROI Accountability, Software Quality..., Technical Writing, Training & Development, Business Process, Virtual Events, Virtual Collaboration, Webcasting, Wirecast, Web Broadcasting, Live Streaming, Live Video Streaming, Live Video, Sports Coverage, Color Commentary, COBOL, Software Development, English, ROMI, Employee Training, SDLC, Requirements Analysis, Visual Basic, Project Management, MS Project, Analysis, Agile Methodologies, SharePoint, Visio, Team Leadership, Management, HTML, Training, CSS, Software Project..., Databases, Architectures, Requirements Gathering, Consulting
Education
St. Francis Xavier University 1981 — 1983
St. Lawrence College 1979 — 1981
St. Patrick's High School 1974 — 1979
Randifer Consulting January 2008 - Present
State Street Bank September 2001 - Present
Axyn Canada February 1999 - September 2000
CGI August 1998 - February 1999
Omnitech Labs June 1991 - April 1998
Wang Laboratories June 1987 - July 1990
Zellers June 1985 - May 1987
Canada Systems Group February 1984 - July 1985
Skills
Unix Shell Scripting, Micro Focus COBOL, Application Architecture, Critical Thinking, Fluent English, Fluent French, Business Analysis, Business Process..., Internationalization, Market Research, ROI Accountability, Software Quality..., Technical Writing, Training & Development, Business Process, Virtual Events, Virtual Collaboration, Webcasting, Wirecast, Web Broadcasting, Live Streaming, Live Video Streaming, Live Video, Sports Coverage, Color Commentary, COBOL, Software Development, English, ROMI, Employee Training, SDLC, Requirements Analysis, Visual Basic, Project Management, MS Project, Analysis, Agile Methodologies, SharePoint, Visio, Team Leadership, Management, HTML, Training, CSS, Software Project..., Databases, Architectures, Requirements Gathering, Consulting
Education
St. Francis Xavier University 1981 — 1983
St. Lawrence College 1979 — 1981
St. Patrick's High School 1974 — 1979
Lisa A Strack, MS, PHR, CDR's State Street Bank Experience February 2014 - Present
Job Vice President of University Relations at State Street Bank
Industry Human Resources
Experience
State Street Bank February 2014 - Present
National Black MBA Association March 2013 - Present
NAAAP Boston January 2013 - Present
Ibis Consulting Group July 2012 - February 2014
NAAAP Boston January 2012 - December 2012
The Partnership Inc. November 2011 - June 2012
NAAAP Boston November 2010 - 2012
Comcast September 2007 - May 2011
Stop and Shop Supermarkets 2004 - 2007
Fisher College 2002 - 2004
Skills
Talent Acquisition, Leadership Development, Employee Relations, Employee Engagement, Organizational..., Diversity & Inclusion, Recruiting, Career Development, Talent Management, Diversity Training, Career Counseling, Public Speaking, Coaching, Non-profits, Program Development, Onboarding, Event Planning, Performance Management, Resume Writing, Management, New Business Development, Leadership, Nonprofits, Strategic Planning, Community Outreach, Executive Coaching, Fundraising, Event Management, Program Management, Employee Benefits, Entrepreneurship, Consulting, Human Resources, Strategy, College Recruiting, Training, Workshop Facilitation, Marketing, Panel Moderator, Conflict Resolution, Succession Planning, Organizational..., Workforce Planning, Team Building, Interviews, Employer Branding, Temporary Placement, Applicant Tracking..., Community Development
Education
Springfield College 1997 — 2000
M.S., Industrial Organizational Psychology
University of Massachusetts, Amherst 1993 — 1996
B.A., Psychology
State Street Bank February 2014 - Present
National Black MBA Association March 2013 - Present
NAAAP Boston January 2013 - Present
Ibis Consulting Group July 2012 - February 2014
NAAAP Boston January 2012 - December 2012
The Partnership Inc. November 2011 - June 2012
NAAAP Boston November 2010 - 2012
Comcast September 2007 - May 2011
Stop and Shop Supermarkets 2004 - 2007
Fisher College 2002 - 2004
Skills
Talent Acquisition, Leadership Development, Employee Relations, Employee Engagement, Organizational..., Diversity & Inclusion, Recruiting, Career Development, Talent Management, Diversity Training, Career Counseling, Public Speaking, Coaching, Non-profits, Program Development, Onboarding, Event Planning, Performance Management, Resume Writing, Management, New Business Development, Leadership, Nonprofits, Strategic Planning, Community Outreach, Executive Coaching, Fundraising, Event Management, Program Management, Employee Benefits, Entrepreneurship, Consulting, Human Resources, Strategy, College Recruiting, Training, Workshop Facilitation, Marketing, Panel Moderator, Conflict Resolution, Succession Planning, Organizational..., Workforce Planning, Team Building, Interviews, Employer Branding, Temporary Placement, Applicant Tracking..., Community Development
Education
Springfield College 1997 — 2000
M.S., Industrial Organizational Psychology
University of Massachusetts, Amherst 1993 — 1996
B.A., Psychology
Lauren (Gloede) Truesdale's State Street Bank Experience February 2011 - May 2011
Job Director, Customer Segment Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments August 2012 - November 2014
XacBank June 2011 - September 2011
State Street Bank February 2011 - May 2011
Bernstein Global Wealth Management June 2007 - August 2010
RJ Ahmann Company September 2004 - November 2006
Skills
FINRA Series 7, FINRA Series 63, Market Analysis, Market Research, Risk Management, International Business, International Relations, Emerging Markets, Proposal Writing, Financial Modeling, Team Leadership, Training & Development, Staff Training, Leadership, Analysis, Series 7, CRM, Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
Master of International Business, Global Financial Services and International Consultancy
St. Olaf College 2000 — 2004
BA, Economics & English Literature, Management Studies
William Fremd High School
Fidelity Investments November 2014 - Present
Fidelity Investments August 2012 - November 2014
XacBank June 2011 - September 2011
State Street Bank February 2011 - May 2011
Bernstein Global Wealth Management June 2007 - August 2010
RJ Ahmann Company September 2004 - November 2006
Skills
FINRA Series 7, FINRA Series 63, Market Analysis, Market Research, Risk Management, International Business, International Relations, Emerging Markets, Proposal Writing, Financial Modeling, Team Leadership, Training & Development, Staff Training, Leadership, Analysis, Series 7, CRM, Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
Master of International Business, Global Financial Services and International Consultancy
St. Olaf College 2000 — 2004
BA, Economics & English Literature, Management Studies
William Fremd High School
Caroline Shaool Caroline Shaool's State Street Bank Experience October 2001 - December 2006
Job Accountant at Weiner and Rice, PC
Industry Accounting
Experience
Weiner and Rice, PC January 2012 - Present
Casino City September 2009 - December 2011
H & R Block January 2009 - December 2011
Information Technology Systems July 2008 - September 2009
Information Technology Systems May 2007 - June 2008
State Street Bank October 2001 - December 2006
Skills
Email Marketing, Affiliate Marketing, Microsoft Excel, Online Advertising
Education
University of Massachusetts Boston 2010 — 2012
Master of Science in Accounting, Accounting
Simmons College 2005 — 2008
BA, Finance
Weiner and Rice, PC January 2012 - Present
Casino City September 2009 - December 2011
H & R Block January 2009 - December 2011
Information Technology Systems July 2008 - September 2009
Information Technology Systems May 2007 - June 2008
State Street Bank October 2001 - December 2006
Skills
Email Marketing, Affiliate Marketing, Microsoft Excel, Online Advertising
Education
University of Massachusetts Boston 2010 — 2012
Master of Science in Accounting, Accounting
Simmons College 2005 — 2008
BA, Finance
Thomas Pethybridge Thomas Pethybridge's State Street Bank Experience March 2008 - May 2010
Job Business Analyst at National Industries for the Blind
Industry Program Development
Experience
National Industries for the Blind March 2015 - June 2015
Microsoft August 2013 - July 2014
Fisique June 2012 - March 2013
Constellation Energy November 2011 - January 2012
JPMorgan Chase June 2011 - October 2011
State Street Bank March 2008 - May 2010
Amica Mutual Insurance Co. June 2006 - June 2007
Liaoning University May 2004 - July 2004
Walt Disney World Co May 2002 - January 2003
WCVM Media August 2001 - May 2002
Skills
Financial Analysis, Management, Marketing, Sales, Microsoft Excel, Fund Accounting, Staffing Coordination, Behavioral Interviewing, Informational Interviews, Competency Based..., Outlook, Wordpress, Microsoft Word, Cost Benefit Analysis, Revenue Analysis, Membership Development, Member Relations, Insurance Adjusting, Insurance Background, Insurance Negotiations, Siebel, Mindbody Studio..., Web Content Creation, Facebook Marketing, Microsoft Dynamics, SharePoint, Conditional Formatting, MS Excel Pivot Tables, Data Management, Cost Benefit, Leadership, Microsoft Office, Training, WordPress, CRM, Cross-functional Team..., Data Analysis, Project Management, Customer Service, Business Analysis, Business Development, Analytics, Account Management, Human Resources, Analysis
Education
State University of New York College at Geneseo
Bachelor of Science, Business Administration
National Industries for the Blind March 2015 - June 2015
Microsoft August 2013 - July 2014
Fisique June 2012 - March 2013
Constellation Energy November 2011 - January 2012
JPMorgan Chase June 2011 - October 2011
State Street Bank March 2008 - May 2010
Amica Mutual Insurance Co. June 2006 - June 2007
Liaoning University May 2004 - July 2004
Walt Disney World Co May 2002 - January 2003
WCVM Media August 2001 - May 2002
Skills
Financial Analysis, Management, Marketing, Sales, Microsoft Excel, Fund Accounting, Staffing Coordination, Behavioral Interviewing, Informational Interviews, Competency Based..., Outlook, Wordpress, Microsoft Word, Cost Benefit Analysis, Revenue Analysis, Membership Development, Member Relations, Insurance Adjusting, Insurance Background, Insurance Negotiations, Siebel, Mindbody Studio..., Web Content Creation, Facebook Marketing, Microsoft Dynamics, SharePoint, Conditional Formatting, MS Excel Pivot Tables, Data Management, Cost Benefit, Leadership, Microsoft Office, Training, WordPress, CRM, Cross-functional Team..., Data Analysis, Project Management, Customer Service, Business Analysis, Business Development, Analytics, Account Management, Human Resources, Analysis
Education
State University of New York College at Geneseo
Bachelor of Science, Business Administration
Karen Conyers's State Street Bank Experience March 1997 - September 2003
Job Customer Care Research Specialist at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase September 2011 - Present
Citi August 2004 - September 2011
State Street Bank March 1997 - September 2003
The Bank of New York Mellon August 1994 - March 1997
Skills
Strong knowledge of..., Strong written and..., Strong background and..., Strong attention to..., MS Word and Excel., Familiar with Broad..., Excellent interpersonal..., Team player, Microsoft Excel, Securities, Equities, Settlement, Financial Services, Research, Teamwork, Mutual Funds, Financial Analysis, Account Reconciliation, Finance, Accounting, Bonds, Invoicing, Microsoft Word, Outlook, Trading, Financial Risk, Customer Service, Fixed Income, Microsoft Office, Investments, Spreadsheets, Hedge Funds
Education
American Institute of Banking 1995 — 1996
Finance
Southern New Hampshire University 1985 — 1989
B.S., Marketing
Staten Island Emporium Education Consortium
Certificate, Microsoft Office Products
JPMorgan Chase September 2011 - Present
Citi August 2004 - September 2011
State Street Bank March 1997 - September 2003
The Bank of New York Mellon August 1994 - March 1997
Skills
Strong knowledge of..., Strong written and..., Strong background and..., Strong attention to..., MS Word and Excel., Familiar with Broad..., Excellent interpersonal..., Team player, Microsoft Excel, Securities, Equities, Settlement, Financial Services, Research, Teamwork, Mutual Funds, Financial Analysis, Account Reconciliation, Finance, Accounting, Bonds, Invoicing, Microsoft Word, Outlook, Trading, Financial Risk, Customer Service, Fixed Income, Microsoft Office, Investments, Spreadsheets, Hedge Funds
Education
American Institute of Banking 1995 — 1996
Finance
Southern New Hampshire University 1985 — 1989
B.S., Marketing
Staten Island Emporium Education Consortium
Certificate, Microsoft Office Products
Judith (O'Leary) Ferrante Judith (O'Leary) Ferrante's State Street Bank Experience July 2007 - February 2009
Job Securities Industry Professional
Industry Financial Services
Experience
State Street Bank July 2007 - February 2009
Investors Bank & Trust Company November 2000 - July 2007
BankBoston 1986 - 2000
Bank of New England 1976 - 1986
Skills
Operations Management, Project Management, Mutual Funds, Securities, Financial Services, Middle Office, Settlement, Risk Management, Bookkeeping, Microsoft Excel, General Ledger, Quality Management, Problem Solving, Trading, User Acceptance Testing, Back Office, Cash and Loan Processing, Income Collection, Corporate Actions, Data Management and..., Transfer Agency
Education
Simmons College
State Street Bank July 2007 - February 2009
Investors Bank & Trust Company November 2000 - July 2007
BankBoston 1986 - 2000
Bank of New England 1976 - 1986
Skills
Operations Management, Project Management, Mutual Funds, Securities, Financial Services, Middle Office, Settlement, Risk Management, Bookkeeping, Microsoft Excel, General Ledger, Quality Management, Problem Solving, Trading, User Acceptance Testing, Back Office, Cash and Loan Processing, Income Collection, Corporate Actions, Data Management and..., Transfer Agency
Education
Simmons College
Nick Sitterly Nick Sitterly's State Street Bank Experience July 2013 - July 2014
Job Developer at Societe Generale Corporate and Investment Banking SG CIB
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SG CIB July 2014 - Present
State Street Bank July 2013 - July 2014
Bank of America July 2010 - July 2013
Fidessa June 2006 - July 2010
Banco Santander January 2010 - June 2010
RBCFl June 2009 - June 2009
Bank of America July 2008 - March 2009
State Street Bank April 2008 - July 2008
Bear Stearns September 2007 - November 2007
Edward Jones March 2007 - June 2007
Skills
Fidessa, Trading Systems, Equities, Derivatives, Trading, Business Analysis, Equity Trading, Sybase, Order Management, Low Latency, Databases, Electronic Trading, Market Data, Equity Derivatives, Options, Fixed Income, Middle Office
Education
Siena College 2002 — 2006
B.S, Computer Science
Università Cattolica del Sacro Cuore 2004 — 2005
Societe Generale Corporate and Investment Banking - SG CIB July 2014 - Present
State Street Bank July 2013 - July 2014
Bank of America July 2010 - July 2013
Fidessa June 2006 - July 2010
Banco Santander January 2010 - June 2010
RBCFl June 2009 - June 2009
Bank of America July 2008 - March 2009
State Street Bank April 2008 - July 2008
Bear Stearns September 2007 - November 2007
Edward Jones March 2007 - June 2007
Skills
Fidessa, Trading Systems, Equities, Derivatives, Trading, Business Analysis, Equity Trading, Sybase, Order Management, Low Latency, Databases, Electronic Trading, Market Data, Equity Derivatives, Options, Fixed Income, Middle Office
Education
Siena College 2002 — 2006
B.S, Computer Science
Università Cattolica del Sacro Cuore 2004 — 2005
Edward Shively's State Street Bank Experience November 2012 - June 2013
Job Equity Trade Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
State Street Bank November 2012 - June 2013
State Street Bank June 2011 - November 2012
Northwestern Mutual May 2010 - January 2011
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Securities, Accounting, Investments, Spreadsheets, Microsoft Excel, Financial Analysis, Sales, Microsoft Office, Finance
Education
Suffolk University - Sawyer School of Management 2013 — 2016
Master of Business Administration (MBA)
State University of New York College at Oneonta 2007 — 2011
Bachelor of Science (B.S.), Business Economics
Fidelity Investments July 2013 - Present
State Street Bank November 2012 - June 2013
State Street Bank June 2011 - November 2012
Northwestern Mutual May 2010 - January 2011
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Securities, Accounting, Investments, Spreadsheets, Microsoft Excel, Financial Analysis, Sales, Microsoft Office, Finance
Education
Suffolk University - Sawyer School of Management 2013 — 2016
Master of Business Administration (MBA)
State University of New York College at Oneonta 2007 — 2011
Bachelor of Science (B.S.), Business Economics
Joseph Tedesco's State Street Bank Experience December 2013 - Present
Job Vice President, Senior National Accounts Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Bank December 2013 - Present
Wells Fargo Advisors March 2013 - December 2013
Wells Fargo Advisors February 2008 - December 2013
A.G. Edwards September 1998 - January 2008
J&W Seligman August 1996 - September 1998
AllianceBernstein January 1994 - July 1995
Skills
Series 7, Wealth Management, Series 63, Portfolio Management, Mutual Funds, Series 65, Series 24, Asset Management, Equities, Fixed Income, Investment Advisory, Investment Strategies, Asset Allocation, Securities, Alternative Investments, Financial Services
Education
State University of New York College at Plattsburgh 1989 — 1993
Bachelor of Science, Business Management
Webster University 1999 — 2002
MBA, Finance
State Street Bank December 2013 - Present
Wells Fargo Advisors March 2013 - December 2013
Wells Fargo Advisors February 2008 - December 2013
A.G. Edwards September 1998 - January 2008
J&W Seligman August 1996 - September 1998
AllianceBernstein January 1994 - July 1995
Skills
Series 7, Wealth Management, Series 63, Portfolio Management, Mutual Funds, Series 65, Series 24, Asset Management, Equities, Fixed Income, Investment Advisory, Investment Strategies, Asset Allocation, Securities, Alternative Investments, Financial Services
Education
State University of New York College at Plattsburgh 1989 — 1993
Bachelor of Science, Business Management
Webster University 1999 — 2002
MBA, Finance
Michael Cattell Michael Cattell's State Street Bank Experience 2002 - 2005
Job Financial Technology Professional
Industry Information Technology and Services
Experience
CenturyLink May 2015 - Present
Interactive Data 2013 - 2015
Fidelity Investments 2012 - 2013
Telx 2010 - 2012
BT Radianz 2005 - 2009
State Street Bank 2002 - 2005
Third Rail Broadband Wireless 2000 - 2002
SAVVIS 1993 - 2000
Raytheon 1989 - 1993
Skills
Vendor Management, Product Management, Business Development, Market Data, Leadership, Financial Markets, Contract Negotiation, Low Latency, Financial Services, Infrastructure, Marketing, Project Planning, Data Center, Cloud Computing, Managed Services
Education
State University of New York College at Oswego
CenturyLink May 2015 - Present
Interactive Data 2013 - 2015
Fidelity Investments 2012 - 2013
Telx 2010 - 2012
BT Radianz 2005 - 2009
State Street Bank 2002 - 2005
Third Rail Broadband Wireless 2000 - 2002
SAVVIS 1993 - 2000
Raytheon 1989 - 1993
Skills
Vendor Management, Product Management, Business Development, Market Data, Leadership, Financial Markets, Contract Negotiation, Low Latency, Financial Services, Infrastructure, Marketing, Project Planning, Data Center, Cloud Computing, Managed Services
Education
State University of New York College at Oswego
Robert Babiak Robert Babiak's State Street Bank Experience January 2011 - October 2012
Job Package Car Driver at UPS
Industry Banking
Experience
UPS October 2012 - Present
State Street Bank January 2011 - October 2012
State of Delaware February 2010 - December 2010
Look What Mom Found...and Dad too! 2008 - 2010
Wells Fargo Bank NA March 2007 - November 2009
PFPC May 2006 - February 2007
Wilmington Trust Company January 2005 - May 2006
Wilmington Trust Company March 2003 - January 2005
HSBC Overseas Bank March 2001 - March 2003
J.P. MORGAN March 2000 - March 2001
Skills
Securities, Fixed Income, Invoicing, Auditing, Portfolio Management, Swaps, Equities, Bonds, Financial Services, Budgets, Financial Risk, Finance, Trading, Investments, Options, Mutual Funds, Analysis, Accounting, Funding, Account Reconciliation
Education
Richard Stockton College of New Jersey 1992 — 1996
Bachelor's degree, Finance, General
UPS October 2012 - Present
State Street Bank January 2011 - October 2012
State of Delaware February 2010 - December 2010
Look What Mom Found...and Dad too! 2008 - 2010
Wells Fargo Bank NA March 2007 - November 2009
PFPC May 2006 - February 2007
Wilmington Trust Company January 2005 - May 2006
Wilmington Trust Company March 2003 - January 2005
HSBC Overseas Bank March 2001 - March 2003
J.P. MORGAN March 2000 - March 2001
Skills
Securities, Fixed Income, Invoicing, Auditing, Portfolio Management, Swaps, Equities, Bonds, Financial Services, Budgets, Financial Risk, Finance, Trading, Investments, Options, Mutual Funds, Analysis, Accounting, Funding, Account Reconciliation
Education
Richard Stockton College of New Jersey 1992 — 1996
Bachelor's degree, Finance, General
Dawn Brown's State Street Bank Experience 2001 - 2002
Job Standards Program Manager, U.S. International Trade Commission
Industry International Trade and Development
Experience
U.S. International Trade Commission March 2015 - Present
Barral MJorge & Associates May 2014 - September 2014
British Embassy, Brasilia October 2010 - April 2014
Latin American Agribusiness Development Corporation October 2006 - October 2010
State Street Bank 2001 - 2002
Fidelity Investments August 2000 - May 2001
U.S. Senator John F. Kerry June 1999 - December 1999
Skills
Research, Spanish, Policy, Writing, Organizational..., Fundraising, Qualitative Research, Strategic Planning, Microsoft Office, International Relations, Politics, Public Policy, Teaching, Capacity Building, Negotiation, Data Analysis, Management Consulting, Economics, Public Speaking, Sustainability, Change Management, Policy Analysis, Project Management, Government, International..., Analysis, Editing, Community Development, Strategic Communications, Proposal Writing, Team Leadership, Nonprofits, Project Planning, Sustainable Development, Program Management, Budgets, Human Rights, French, Report Writing, Program Evaluation, Economic Development, NGOs, English, European Union, Political Science, International Trade, Diplomacy, Market Analysis, International Economics, Finance
Education
World Trade Institute, University of Bern 2012 — 2012
Certificate, Tariffs and Non-Tariff Measures
World Trade Institute, University of Bern 2012 — 2012
Certificate, Regional Integration
University College London 2002 — 2003
MSc Development and Planning, Development Administration and Planning
Simmons College 1997 — 2001
BA Economics/International Relations, Studied: Economics, International Relations, Trade, Public Policy and Political Science
Scituate High School
Scituate High School
U.S. International Trade Commission March 2015 - Present
Barral MJorge & Associates May 2014 - September 2014
British Embassy, Brasilia October 2010 - April 2014
Latin American Agribusiness Development Corporation October 2006 - October 2010
State Street Bank 2001 - 2002
Fidelity Investments August 2000 - May 2001
U.S. Senator John F. Kerry June 1999 - December 1999
Skills
Research, Spanish, Policy, Writing, Organizational..., Fundraising, Qualitative Research, Strategic Planning, Microsoft Office, International Relations, Politics, Public Policy, Teaching, Capacity Building, Negotiation, Data Analysis, Management Consulting, Economics, Public Speaking, Sustainability, Change Management, Policy Analysis, Project Management, Government, International..., Analysis, Editing, Community Development, Strategic Communications, Proposal Writing, Team Leadership, Nonprofits, Project Planning, Sustainable Development, Program Management, Budgets, Human Rights, French, Report Writing, Program Evaluation, Economic Development, NGOs, English, European Union, Political Science, International Trade, Diplomacy, Market Analysis, International Economics, Finance
Education
World Trade Institute, University of Bern 2012 — 2012
Certificate, Tariffs and Non-Tariff Measures
World Trade Institute, University of Bern 2012 — 2012
Certificate, Regional Integration
University College London 2002 — 2003
MSc Development and Planning, Development Administration and Planning
Simmons College 1997 — 2001
BA Economics/International Relations, Studied: Economics, International Relations, Trade, Public Policy and Political Science
Scituate High School
Scituate High School
Anna Dubey Anna Dubey's State Street Bank Experience November 2013 - Present
Job Client Service Administrator
Industry Banking
Experience
State Street Bank November 2013 - Present
Massachusetts Taxpayers Foundation January 2013 - May 2013
Tutors for All September 2012 - December 2012
Women Changing the Face of Leadership June 2012 - July 2012
Focus Group at Simmons College September 2011 - December 2011
Skills
Time Management, Editing, Microsoft Office, Organizational..., Team Leadership, Analysis, Teaching, Solid computer skills, Grassroots Fundraising, Cultural Awareness, Team Building, Team Management, Work Well Independently, Stata, Strengthening Client..., Project Coordination, Research
Education
Simmons College 2009 — 2013
Economics, Mathematics Minor
Notre Dame Academy 2007 — 2009
State Street Bank November 2013 - Present
Massachusetts Taxpayers Foundation January 2013 - May 2013
Tutors for All September 2012 - December 2012
Women Changing the Face of Leadership June 2012 - July 2012
Focus Group at Simmons College September 2011 - December 2011
Skills
Time Management, Editing, Microsoft Office, Organizational..., Team Leadership, Analysis, Teaching, Solid computer skills, Grassroots Fundraising, Cultural Awareness, Team Building, Team Management, Work Well Independently, Stata, Strengthening Client..., Project Coordination, Research
Education
Simmons College 2009 — 2013
Economics, Mathematics Minor
Notre Dame Academy 2007 — 2009
Michael Audet Michael Audet's State Street Bank Experience March 2012 - April 2012
Job VP, Technical Manager Systems Engineer @ Bank Of America
Industry Information Technology and Services
Experience
Bank of America September 2015 - Present
Recruit 121 September 2014 - February 2015
Waste Management April 2013 - September 2014
GM Financial/AmeriCredit July 2012 - April 2013
State Street Bank March 2012 - April 2012
CSS Corp June 2011 - January 2012
InteQ Corporation November 1997 - October 2008
Skills
BMC Remedy Development..., Service Desk, CMDB, Crystal Reports, SQL, ITIL, Incident Management, IT Service Management, IT Operations, Unix, Troubleshooting, Configuration Management, Release Management, Service Management, Data Center, BMC Remedy, Problem Management, Integration, Servers, Information Technology
Education
ITT Technical Institute 1992 — 1993
Electronics Engineering
Spokane Falls Community College 1990 — 1991
GED
Concord High School 1985 — 1986
High School
Bank of America September 2015 - Present
Recruit 121 September 2014 - February 2015
Waste Management April 2013 - September 2014
GM Financial/AmeriCredit July 2012 - April 2013
State Street Bank March 2012 - April 2012
CSS Corp June 2011 - January 2012
InteQ Corporation November 1997 - October 2008
Skills
BMC Remedy Development..., Service Desk, CMDB, Crystal Reports, SQL, ITIL, Incident Management, IT Service Management, IT Operations, Unix, Troubleshooting, Configuration Management, Release Management, Service Management, Data Center, BMC Remedy, Problem Management, Integration, Servers, Information Technology
Education
ITT Technical Institute 1992 — 1993
Electronics Engineering
Spokane Falls Community College 1990 — 1991
GED
Concord High School 1985 — 1986
High School
Debra Graves Debra Graves's State Street Bank Experience 2003 - 2010
Job Business Analyst I Quality Assurance Analyst
Industry Computer Software
Experience
Massachusetts Department of Unemployment Assistance January 2013 - April 2013
Sovereign Bank May 2012 - August 2012
State Street December 2011 - April 2012
Fidelity Investments April 2011 - December 2011
State Street Bank 2003 - 2010
State Street Global Advisors 1999 - 2003
Federal Reserve Bank of Boston 1990 - 1999
Skills
HP Quality Center, SQL, MS Project, MS Visio, MS Excel, Visio, Quality Center, Business Requirements, Software Documentation, Microsoft Excel, User Acceptance Testing, MS Access, Testing, Quality Assurance, Requirements Gathering, Change Management, Software Quality..., Business Process, SDLC, Business Analysis, Access, Analysis
Education
Northeastern University 2014 — 2016
Graduate Certificate in Health Informatics, Health Informatics
Simmons College - Simmons School of Management 1989 — 1991
MBA, General
Massachusetts Department of Unemployment Assistance January 2013 - April 2013
Sovereign Bank May 2012 - August 2012
State Street December 2011 - April 2012
Fidelity Investments April 2011 - December 2011
State Street Bank 2003 - 2010
State Street Global Advisors 1999 - 2003
Federal Reserve Bank of Boston 1990 - 1999
Skills
HP Quality Center, SQL, MS Project, MS Visio, MS Excel, Visio, Quality Center, Business Requirements, Software Documentation, Microsoft Excel, User Acceptance Testing, MS Access, Testing, Quality Assurance, Requirements Gathering, Change Management, Software Quality..., Business Process, SDLC, Business Analysis, Access, Analysis
Education
Northeastern University 2014 — 2016
Graduate Certificate in Health Informatics, Health Informatics
Simmons College - Simmons School of Management 1989 — 1991
MBA, General
Bob Murray Bob Murray's State Street Bank Experience March 2014 - Present
Job VP FX Business Management and Analysis
Industry Banking
Experience
State Street Bank March 2014 - Present
Flagstar Bank May 2011 - April 2013
Sovereign Bank/Santander March 2000 - April 2011
BankBoston 1997 - 2000
Kredit Bank January 1995 - January 1996
HSBC January 1994 - January 1995
Credit Suisse March 1988 - December 1993
Lehman Brothers 1987 - 1988
Irving Trust 1984 - 1987
Education
Seton Hall University 1974 — 1978
BS
State Street Bank March 2014 - Present
Flagstar Bank May 2011 - April 2013
Sovereign Bank/Santander March 2000 - April 2011
BankBoston 1997 - 2000
Kredit Bank January 1995 - January 1996
HSBC January 1994 - January 1995
Credit Suisse March 1988 - December 1993
Lehman Brothers 1987 - 1988
Irving Trust 1984 - 1987
Education
Seton Hall University 1974 — 1978
BS
James Jankowski James Jankowski's State Street Bank Experience 1992 - 1998
Job President. Develops IT infrastructure, security, and operations exclusively for financial & healthcare firms.
Industry Information Technology and Services
Experience
The Charlton Group, Inc. July 1992 - Present
State Street Bank 1992 - 1998
Raytheon August 1989 - July 1992
Union College September 1985 - August 1989
Skills
IT Management, Disaster Recovery, Vendor Management, Troubleshooting, Team Leadership, System Administration, Networking, Customer Service, Windows Server, Strategic Planning, Operations Management, Business Continuity..., ITIL, Security, Active Directory, Project Management, Consulting, Team Building, Computer Security, Management, HIPAA, Network Security
Education
State University of New York College at Cortland 1980 — 1985
BS, Mathematics
The Charlton Group, Inc. July 1992 - Present
State Street Bank 1992 - 1998
Raytheon August 1989 - July 1992
Union College September 1985 - August 1989
Skills
IT Management, Disaster Recovery, Vendor Management, Troubleshooting, Team Leadership, System Administration, Networking, Customer Service, Windows Server, Strategic Planning, Operations Management, Business Continuity..., ITIL, Security, Active Directory, Project Management, Consulting, Team Building, Computer Security, Management, HIPAA, Network Security
Education
State University of New York College at Cortland 1980 — 1985
BS, Mathematics
Christopher Gendron, MBA Christopher Gendron, MBA's State Street Bank Experience April 2008 - December 2008
Job SPS Consultant at Robert Half Finance & Accounting
Industry Accounting
Experience
Robert Half Finance & Accounting October 2014 - Present
Martin, Arrington, Desai & Meyers, PC February 2014 - October 2014
Wicked Good Words July 2007 - December 2013
TUI Travel PLC November 2010 - June 2011
State Street Bank April 2008 - December 2008
John Hancock Financial Services June 2005 - March 2007
KNF&T, Robert Half September 2000 - June 2005
Schooner Capital LLC April 1999 - June 2000
Skills
Investment Management, Project Finance, Capital Budgeting, Microsoft Excel, Investments, Financial Reporting, Finance, Operations Management, Financial Modeling, Financial Analysis, Social Networking, Accounting, Software Documentation, Content Development, SharePoint, Analysis, Data Analysis, Strategic Financial..., VBA, Copywriting, Business Analysis, Managerial Finance, Banking, Budgets, Access, Account Reconciliation, Asset Management, Forecasting, Process Improvement, Financial Accounting, Business Process..., Bloomberg, Corporate Finance, Auditing, Team Building, Project Management, Business Planning, Visio, Risk Management, PeopleSoft, MS Project
Education
Southern New Hampshire University 2011 — 2012
Master of Business Administration (MBA), Finance/Entrepreneurship, 3.95
Robert Half Finance & Accounting October 2014 - Present
Martin, Arrington, Desai & Meyers, PC February 2014 - October 2014
Wicked Good Words July 2007 - December 2013
TUI Travel PLC November 2010 - June 2011
State Street Bank April 2008 - December 2008
John Hancock Financial Services June 2005 - March 2007
KNF&T, Robert Half September 2000 - June 2005
Schooner Capital LLC April 1999 - June 2000
Skills
Investment Management, Project Finance, Capital Budgeting, Microsoft Excel, Investments, Financial Reporting, Finance, Operations Management, Financial Modeling, Financial Analysis, Social Networking, Accounting, Software Documentation, Content Development, SharePoint, Analysis, Data Analysis, Strategic Financial..., VBA, Copywriting, Business Analysis, Managerial Finance, Banking, Budgets, Access, Account Reconciliation, Asset Management, Forecasting, Process Improvement, Financial Accounting, Business Process..., Bloomberg, Corporate Finance, Auditing, Team Building, Project Management, Business Planning, Visio, Risk Management, PeopleSoft, MS Project
Education
Southern New Hampshire University 2011 — 2012
Master of Business Administration (MBA), Finance/Entrepreneurship, 3.95
Daniel Kamin Daniel Kamin's State Street Bank Experience April 2014 - May 2015
Job MBA Candidate at TCU Neeley MBA Program
Industry Financial Services
Experience
State Street Bank April 2014 - May 2015
Wellington Management January 2014 - April 2014
Bank of Hawaii July 2013 - October 2013
State Street Bank April 2012 - May 2013
State Street Bank September 2011 - April 2012
The Frantz Group October 2007 - January 2008
The Schwan Food Company January 2007 - April 2007
Skills
Financial Analysis, Bloomberg, Training, Securities Lending, Morningstar, Business Development, Microsoft Excel, Fundraising, Portfolio Management, Analysis, Hedge Funds
Education
Texas Christian University - M.J. Neeley School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
St. Cloud State University 2002 — 2006
Bachelor of Science, Mass Communications - Public Relations Minor: General Business, 3.27 - graduated Cum Laude
State Street Bank April 2014 - May 2015
Wellington Management January 2014 - April 2014
Bank of Hawaii July 2013 - October 2013
State Street Bank April 2012 - May 2013
State Street Bank September 2011 - April 2012
The Frantz Group October 2007 - January 2008
The Schwan Food Company January 2007 - April 2007
Skills
Financial Analysis, Bloomberg, Training, Securities Lending, Morningstar, Business Development, Microsoft Excel, Fundraising, Portfolio Management, Analysis, Hedge Funds
Education
Texas Christian University - M.J. Neeley School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
St. Cloud State University 2002 — 2006
Bachelor of Science, Mass Communications - Public Relations Minor: General Business, 3.27 - graduated Cum Laude
Kevin Johnsen's State Street Bank Experience August 2012 - February 2014
Job Client Financial Management Specialist at Accenture
Industry Financial Services
Experience
Accenture February 2014 - Present
State Street Bank August 2012 - February 2014
JuntoBox Films September 2010 - July 2011
Skills
Social Media Marketing, PowerPoint, Microsoft Excel, Financial Analysis, Management, Microsoft Word, Access, Training, Marketing, Finance, Accounting
Education
San Diego State University-California State University 2008 — 2012
Bachelor's degree, Finance, General
Jesuit High School 2004 — 2008
GED
Accenture February 2014 - Present
State Street Bank August 2012 - February 2014
JuntoBox Films September 2010 - July 2011
Skills
Social Media Marketing, PowerPoint, Microsoft Excel, Financial Analysis, Management, Microsoft Word, Access, Training, Marketing, Finance, Accounting
Education
San Diego State University-California State University 2008 — 2012
Bachelor's degree, Finance, General
Jesuit High School 2004 — 2008
GED
Roberta Sullivan Roberta Sullivan's State Street Bank Experience April 2000 - April 2002
Job
Industry Higher Education
Experience
Tufts University September 2006 - Present
State Street Bank April 2000 - April 2002
City of Malden January 1995 - March 2000
Fidelity Investments August 1988 - May 1992
Fidelity Investments May 1987 - May 1988
Education
Simmons College 1983 — 1987
Bachelor of Arts, Business Management
Tufts University September 2006 - Present
State Street Bank April 2000 - April 2002
City of Malden January 1995 - March 2000
Fidelity Investments August 1988 - May 1992
Fidelity Investments May 1987 - May 1988
Education
Simmons College 1983 — 1987
Bachelor of Arts, Business Management
Lee Weisser Lee Weisser's State Street Bank Experience August 2007 - May 2011
Job Accounting Professional
Industry Accounting
Experience
Bolton, Sullivan, Taylor & Weber L.L.P. January 2015 - Present
Becker Professional Education June 2013 - December 2014
University of Texas at Tyler August 2012 - December 2012
State Street Bank August 2007 - May 2011
State Street Bank November 2005 - August 2007
Delphi Plumbing and Heating February 2004 - September 2005
Hanover Place Childcare September 2002 - December 2003
Skills
Mutual Funds, Leadership, Business Analysis, Account Reconciliation, Finance, Banking, Accounting, Management, Team Leadership, Data Analysis, Process Improvement, Financial Reporting, QuickBooks
Education
University of Texas at Tyler 2011 — 2014
Master's of Accountancy (MAcc), Accounting
Skidmore College 1998 — 2002
Bachelor of Science (B.S.), Education with a concentration in Psychology
Bolton, Sullivan, Taylor & Weber L.L.P. January 2015 - Present
Becker Professional Education June 2013 - December 2014
University of Texas at Tyler August 2012 - December 2012
State Street Bank August 2007 - May 2011
State Street Bank November 2005 - August 2007
Delphi Plumbing and Heating February 2004 - September 2005
Hanover Place Childcare September 2002 - December 2003
Skills
Mutual Funds, Leadership, Business Analysis, Account Reconciliation, Finance, Banking, Accounting, Management, Team Leadership, Data Analysis, Process Improvement, Financial Reporting, QuickBooks
Education
University of Texas at Tyler 2011 — 2014
Master's of Accountancy (MAcc), Accounting
Skidmore College 1998 — 2002
Bachelor of Science (B.S.), Education with a concentration in Psychology
Kristen E. Lyman's State Street Bank Experience September 1990 - January 1994
Job Floor Supervisor
Industry Retail
Experience
Lyn Evans For Potpourri Design October 2010 - Present
Mellon Trust Bank February 1994 - October 1997
State Street Bank September 1990 - January 1994
The Cambridge Shop November 1985 - August 1990
The Studio October 1984 - February 1988
Sage Allen Department Store September 1982 - August 1984
Skills
Retail
Education
Simmons College 1984 — 1988
Bachelor’s Degree, Business Management, BA
Lyn Evans For Potpourri Design October 2010 - Present
Mellon Trust Bank February 1994 - October 1997
State Street Bank September 1990 - January 1994
The Cambridge Shop November 1985 - August 1990
The Studio October 1984 - February 1988
Sage Allen Department Store September 1982 - August 1984
Skills
Retail
Education
Simmons College 1984 — 1988
Bachelor’s Degree, Business Management, BA
Lee Bertram's State Street Bank Experience June 2011 - November 2012
Job Investment Operations Specialist at Eaton Vance Managers
Industry Financial Services
Experience
Eaton Vance February 2014 - Present
BNY Mellon September 2012 - February 2014
State Street Bank June 2011 - November 2012
Skills
Bloomberg, Fixed Income, Cash Receipts, Bloomberg Terminal, Corporate Actions, Fund Of Funds, Swaps, Bonds, FX Options, Foreign Exchange, Investments, Securities Lending, Back Office, FX trading, Portfolio Management, Financial Markets, Financial Services, Trading, Middle Office, Equities, Securities, Account Reconciliation
Education
Suffolk University 2013 — 2015
Master of Business Administration (MBA), Finance, General
State University of New York at New Paltz 2006 — 2010
Bachelors of Science, Finance
Eaton Vance February 2014 - Present
BNY Mellon September 2012 - February 2014
State Street Bank June 2011 - November 2012
Skills
Bloomberg, Fixed Income, Cash Receipts, Bloomberg Terminal, Corporate Actions, Fund Of Funds, Swaps, Bonds, FX Options, Foreign Exchange, Investments, Securities Lending, Back Office, FX trading, Portfolio Management, Financial Markets, Financial Services, Trading, Middle Office, Equities, Securities, Account Reconciliation
Education
Suffolk University 2013 — 2015
Master of Business Administration (MBA), Finance, General
State University of New York at New Paltz 2006 — 2010
Bachelors of Science, Finance
Erick Cox's State Street Bank Experience January 2009 - August 2009
Job Director of Finance at the Renaissance Lodge at Sonoma
Industry Accounting
Experience
The Lodge at Sonoma Renaissance January 2015 - Present
San Francisco Marriott Marquis December 2012 - December 2014
Portland Marriott Downtown Waterfront July 2011 - December 2012
Deutsche Bank August 2010 - May 2011
San Diego State University January 2010 - May 2010
San Diego Tax and Wealth Center January 2010 - April 2010
State Street Bank January 2009 - August 2009
H&R Block December 2005 - April 2009
Skills
Accounting, Bookkeeping, Financial Statements, Management, Account Reconciliation, Leadership, Tax, Tax Preparation, General Ledger
Education
San Diego State University-California State University 2009 — 2011
Masters of Science, Accounting
University of California, Davis 2006 — 2008
Bachelor of Science, Managerial Economics
The Lodge at Sonoma Renaissance January 2015 - Present
San Francisco Marriott Marquis December 2012 - December 2014
Portland Marriott Downtown Waterfront July 2011 - December 2012
Deutsche Bank August 2010 - May 2011
San Diego State University January 2010 - May 2010
San Diego Tax and Wealth Center January 2010 - April 2010
State Street Bank January 2009 - August 2009
H&R Block December 2005 - April 2009
Skills
Accounting, Bookkeeping, Financial Statements, Management, Account Reconciliation, Leadership, Tax, Tax Preparation, General Ledger
Education
San Diego State University-California State University 2009 — 2011
Masters of Science, Accounting
University of California, Davis 2006 — 2008
Bachelor of Science, Managerial Economics
Allen Thuong's State Street Bank Experience May 2013 - Present
Job Senior Corporate Actions Specialist
Industry Financial Services
Experience
State Street Bank May 2013 - Present
Primerica September 2010 - Present
State Street Bank January 2012 - May 2013
State Street Bank October 2009 - January 2012
Putnam Investments January 2009 - May 2009
Collegiate Entrepreneurs Inc. January 2006 - September 2007
Skills
Bloomberg, Finance, Forecasting, Financial Analysis, Financial Modeling, Data Analysis, Microsoft Office, Financial Services, Mutual Funds, Term Life Insurance, Fixed Annuities, Variable Annuities, Client Prospecting, Sales Prospecting, Sales, Customer Service, Recruiting
Education
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration, Finance, Economics
University of International Business and Economics 2008 — 2008
Business, Economics, International Business, Chinese
State Street Bank May 2013 - Present
Primerica September 2010 - Present
State Street Bank January 2012 - May 2013
State Street Bank October 2009 - January 2012
Putnam Investments January 2009 - May 2009
Collegiate Entrepreneurs Inc. January 2006 - September 2007
Skills
Bloomberg, Finance, Forecasting, Financial Analysis, Financial Modeling, Data Analysis, Microsoft Office, Financial Services, Mutual Funds, Term Life Insurance, Fixed Annuities, Variable Annuities, Client Prospecting, Sales Prospecting, Sales, Customer Service, Recruiting
Education
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration, Finance, Economics
University of International Business and Economics 2008 — 2008
Business, Economics, International Business, Chinese
Lauren Marashio Lauren Marashio's State Street Bank Experience December 2010 - January 2011
Job Manager of Account Planning at Comcast Spotlight
Industry Marketing and Advertising
Experience
Comcast Spotlight May 2014 - Present
Comcast Spotlight January 2013 - Present
Comcast Spotlight January 2011 - January 2013
State Street Bank December 2010 - January 2011
State Street Bank March 2008 - December 2010
Skills
PowerPoint, Strategic Planning, Market Analysis, Presentations, Sales, Digital Media, Digital Marketing, Marketing Research, Public Speaking, Online Advertising, Advertising, Media Buying, Email Marketing, Advertising Sales, Analysis, Market Research
Education
Simmons College 2003 — 2007
Bachelor of Arts (BA), Business Administration and Management, General
Comcast Spotlight May 2014 - Present
Comcast Spotlight January 2013 - Present
Comcast Spotlight January 2011 - January 2013
State Street Bank December 2010 - January 2011
State Street Bank March 2008 - December 2010
Skills
PowerPoint, Strategic Planning, Market Analysis, Presentations, Sales, Digital Media, Digital Marketing, Marketing Research, Public Speaking, Online Advertising, Advertising, Media Buying, Email Marketing, Advertising Sales, Analysis, Market Research
Education
Simmons College 2003 — 2007
Bachelor of Arts (BA), Business Administration and Management, General
Barry Tung Barry Tung's State Street Bank Experience March 2011 - December 2011
Job Portfolio Administrator at Asset Management Firm
Industry Financial Services
Experience
Asset Management Firm August 2012 - Present
State Street Bank March 2011 - December 2011
Goldman Sachs January 2007 - December 2010
Sloan Kettering Institute May 2006 - December 2006
Skills
Derivatives, Corporate Actions
Education
State University of New York College at Buffalo 2001 — 2005
Bachelor of Arts, Economics
Asset Management Firm August 2012 - Present
State Street Bank March 2011 - December 2011
Goldman Sachs January 2007 - December 2010
Sloan Kettering Institute May 2006 - December 2006
Skills
Derivatives, Corporate Actions
Education
State University of New York College at Buffalo 2001 — 2005
Bachelor of Arts, Economics
Toula Yiouroukis Toula Yiouroukis's State Street Bank Experience September 2005 - Present
Job Assistant Vice President, State Street Canada
Industry Financial Services
Experience
State Street Bank September 2005 - Present
RBC Investor Services 1997 - 2005
Montreal Trust 1992 - 1997
CIBC Wood Gundy 1988 - 1992
Skills
Transfer Agency, FATCA SME, Customer Service, Project Management, Trust Accounting, Process Engineering, Managing Processes, Recordkeeping Systems..., Vendor Management, Business Process..., Operational Efficiency, Process Efficiency, Automation, Managing Workflow, New Business Development, New Client..., Onboarding, Strategic Planning, Key Performance..., Employee Engagement, Employee Relations, Team Leadership, Change Management, Team Building, Team Management, Management, Strategy, Global Custody, Investment Management, Fund Administration, Financial Services, Asset Management, Accounting, Fixed Income
Education
Seneca College of Applied Arts and Technology
BA in Business Adminstration, Business Administration and Management, General
State Street Bank September 2005 - Present
RBC Investor Services 1997 - 2005
Montreal Trust 1992 - 1997
CIBC Wood Gundy 1988 - 1992
Skills
Transfer Agency, FATCA SME, Customer Service, Project Management, Trust Accounting, Process Engineering, Managing Processes, Recordkeeping Systems..., Vendor Management, Business Process..., Operational Efficiency, Process Efficiency, Automation, Managing Workflow, New Business Development, New Client..., Onboarding, Strategic Planning, Key Performance..., Employee Engagement, Employee Relations, Team Leadership, Change Management, Team Building, Team Management, Management, Strategy, Global Custody, Investment Management, Fund Administration, Financial Services, Asset Management, Accounting, Fixed Income
Education
Seneca College of Applied Arts and Technology
BA in Business Adminstration, Business Administration and Management, General
Fiona La, MBA Fiona La, MBA's State Street Bank Experience August 2013 - Present
Job Tax Fund Administrator at State Street Bank
Industry Financial Services
Experience
State Street Bank August 2013 - Present
Talbots, Inc June 2011 - August 2011
Bath and Body Works January 2010 - January 2011
MRINetwork September 2010 - December 2010
Frugal Fannies June 2007 - August 2007
Skills
Analysis, Outlook, Event Planning, Finance
Education
Simmons College 2008 — 2012
Bachelor of Arts (B.A.), Finance
Simmons College
Finance
State Street Bank August 2013 - Present
Talbots, Inc June 2011 - August 2011
Bath and Body Works January 2010 - January 2011
MRINetwork September 2010 - December 2010
Frugal Fannies June 2007 - August 2007
Skills
Analysis, Outlook, Event Planning, Finance
Education
Simmons College 2008 — 2012
Bachelor of Arts (B.A.), Finance
Simmons College
Finance
Noah Hilton's State Street Bank Experience November 2012 - September 2013
Job Senior Consultant at Management Solutions
Industry Financial Services
Experience
Management Solutions September 2013 - Present
State Street Bank November 2012 - September 2013
Fidelity Investments August 2012 - November 2012
Alene Candle LLC June 2012 - August 2012
Michael A. Moran Law Office May 2012 - June 2012
Stetson University August 2010 - May 2012
Pinch A Penny, Inc. May 2010 - August 2011
Skills
Computers, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Customer Service, Sales, Cash Register, Finance, Data Entry, Business Analysis, Leadership, Social Media, Event Planning, Social Networking, Analysis, Market Research, Microsoft Office, PowerPoint
Education
Stetson University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Management Solutions September 2013 - Present
State Street Bank November 2012 - September 2013
Fidelity Investments August 2012 - November 2012
Alene Candle LLC June 2012 - August 2012
Michael A. Moran Law Office May 2012 - June 2012
Stetson University August 2010 - May 2012
Pinch A Penny, Inc. May 2010 - August 2011
Skills
Computers, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Customer Service, Sales, Cash Register, Finance, Data Entry, Business Analysis, Leadership, Social Media, Event Planning, Social Networking, Analysis, Market Research, Microsoft Office, PowerPoint
Education
Stetson University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Josh Huggett, MBA Josh Huggett, MBA's State Street Bank Experience 2006 - 2008
Job Senior Financial Analyst at Genoptix, A Novartis Company
Industry Hospital & Health Care
Experience
Genoptix, A Novartis Company May 2015 - Present
AMN Healthcare January 2011 - May 2015
Sony Electronics October 2009 - December 2010
Osram Sylvania 2008 - 2009
State Street Bank 2006 - 2008
Skills
Financial Statement..., Financial Modeling, Strategic Market..., Operations Analysis, Excel Modeling, Microsoft Excel, Market Analysis, Operations Management, Financial Analysis, Management, Leadership, Project Management, Analysis, Data Analysis, Operational Analysis, Strategic Planning, Strategy, Portfolio Management, Forecasting, Finance, PeopleSoft, Executive Management, Time Management
Education
San Diego State University-California State University 2011 — 2013
MBA
University of Vermont 2002 — 2006
Bachelor's
Genoptix, A Novartis Company May 2015 - Present
AMN Healthcare January 2011 - May 2015
Sony Electronics October 2009 - December 2010
Osram Sylvania 2008 - 2009
State Street Bank 2006 - 2008
Skills
Financial Statement..., Financial Modeling, Strategic Market..., Operations Analysis, Excel Modeling, Microsoft Excel, Market Analysis, Operations Management, Financial Analysis, Management, Leadership, Project Management, Analysis, Data Analysis, Operational Analysis, Strategic Planning, Strategy, Portfolio Management, Forecasting, Finance, PeopleSoft, Executive Management, Time Management
Education
San Diego State University-California State University 2011 — 2013
MBA
University of Vermont 2002 — 2006
Bachelor's
Chelsea Croteau Chelsea Croteau's State Street Bank Experience September 2007 - January 2010
Job Director of Graduate Academic Advising at Southern New Hampshire University
Industry Higher Education
Experience
Southern New Hampshire University March 2013 - Present
Southern New Hampshire University April 2012 - March 2013
Southern New Hampshire University June 2010 - April 2012
Fidelity Investments January 2010 - June 2010
State Street Bank September 2007 - January 2010
Bresette & Company September 2006 - May 2007
Skills
SPSS, Microsoft Office, Datatel, EMAS, Illustrator, Photoshop, Organizing, Attention To Detail, Multitasker, Teamwork, Social Media Marketing, Facebook, Twitter, Blogging, Wordpress, Academic Advising, Access, Admissions, Analysis, Higher Education, Interviews, Leadership, Management, Microsoft Excel, Microsoft Word, Social Media, WordPress, Team Building, Time Management, Training, PowerPoint, Outlook, Non-profits, Market Research, Marketing, Event Planning, Editing, Data Analysis, Customer Service, Critical Thinking, E-Learning
Education
Southern New Hampshire University 2010 — 2013
Master of Business Administration, concentrating in Social Media Marketing
University of New Hampshire 2003 — 2007
Bachelors of Science, Business Administration concentrated in Marketing
Southern New Hampshire University March 2013 - Present
Southern New Hampshire University April 2012 - March 2013
Southern New Hampshire University June 2010 - April 2012
Fidelity Investments January 2010 - June 2010
State Street Bank September 2007 - January 2010
Bresette & Company September 2006 - May 2007
Skills
SPSS, Microsoft Office, Datatel, EMAS, Illustrator, Photoshop, Organizing, Attention To Detail, Multitasker, Teamwork, Social Media Marketing, Facebook, Twitter, Blogging, Wordpress, Academic Advising, Access, Admissions, Analysis, Higher Education, Interviews, Leadership, Management, Microsoft Excel, Microsoft Word, Social Media, WordPress, Team Building, Time Management, Training, PowerPoint, Outlook, Non-profits, Market Research, Marketing, Event Planning, Editing, Data Analysis, Customer Service, Critical Thinking, E-Learning
Education
Southern New Hampshire University 2010 — 2013
Master of Business Administration, concentrating in Social Media Marketing
University of New Hampshire 2003 — 2007
Bachelors of Science, Business Administration concentrated in Marketing
Carly Schultz's State Street Bank Experience August 2013 - May 2014
Job Registered Client Associate at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
State Street Bank August 2013 - May 2014
State Street Bank June 2011 - August 2013
Merrill Lynch February 2011 - July 2011
Skills
Analysis, Management, Microsoft Excel, Customer Service, Training, Microsoft Office, Data Analysis, Ad Hoc Reporting, Time Management, Outlook, PowerPoint, Access, Mutual Funds, Event Planning, Microsoft Word, Customer Satisfaction, Series 7, Series 66
Education
Southern New Hampshire University 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Merrill Lynch May 2014 - Present
State Street Bank August 2013 - May 2014
State Street Bank June 2011 - August 2013
Merrill Lynch February 2011 - July 2011
Skills
Analysis, Management, Microsoft Excel, Customer Service, Training, Microsoft Office, Data Analysis, Ad Hoc Reporting, Time Management, Outlook, PowerPoint, Access, Mutual Funds, Event Planning, Microsoft Word, Customer Satisfaction, Series 7, Series 66
Education
Southern New Hampshire University 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Katie Waugh's State Street Bank Experience November 2010 - August 2011
Job Underwriter at AIG
Industry Insurance
Experience
AIG July 2014 - Present
Chubb Insurance November 2012 - July 2014
Starr Companies August 2011 - November 2012
State Street Bank November 2010 - August 2011
Liberty Mutual June 2007 - August 2009
Aon Risk Solutions November 2008 - December 2008
Skills
Commercial Insurance, Insurance
Education
St. Lawrence University 2006 — 2010
AIG July 2014 - Present
Chubb Insurance November 2012 - July 2014
Starr Companies August 2011 - November 2012
State Street Bank November 2010 - August 2011
Liberty Mutual June 2007 - August 2009
Aon Risk Solutions November 2008 - December 2008
Skills
Commercial Insurance, Insurance
Education
St. Lawrence University 2006 — 2010
Justin Rathbone Justin Rathbone's State Street Bank Experience 2010 - 2011
Job Enhanced Custody Collateral Management at State Street
Industry Financial Services
Experience
State Street November 2010 - Present
State Street Bank 2010 - 2011
State Street August 2007 - November 2010
Skills
Securities, Word, Team Building, Coaching, Middle Office, Securities Lending, Collateral Management, Microsoft Office, PowerPoint, Outlook, Corporate Actions, Global Custody, Financial Services, Microsoft Word
Education
Springfield College 2002 — 2007
Proctor Academy 2001 — 2002
State Street November 2010 - Present
State Street Bank 2010 - 2011
State Street August 2007 - November 2010
Skills
Securities, Word, Team Building, Coaching, Middle Office, Securities Lending, Collateral Management, Microsoft Office, PowerPoint, Outlook, Corporate Actions, Global Custody, Financial Services, Microsoft Word
Education
Springfield College 2002 — 2007
Proctor Academy 2001 — 2002
Jaklyn Ilie Limoges's State Street Bank Experience 2003 - 2005
Job Senior Manager Strategic Partnerships and Product Development at Argus Information and
Industry Management Consulting
Experience
Argus Information and July 2013 - Present
Argus Information and Advisory Services August 2010 - June 2013
HoyleCohen, LLC September 2008 - May 2010
Trust Administration Services - A Division of First Regional Bank July 2005 - September 2008
State Street Bank 2003 - 2005
Smith Barney 2001 - 2003
Education
San Diego State University-California State University 2006 — 2008
Masters, Marketing
University of Vermont 1999 — 2003
Bachelor's degree, Business Administration and Management, General
University of Wollongong
Argus Information and July 2013 - Present
Argus Information and Advisory Services August 2010 - June 2013
HoyleCohen, LLC September 2008 - May 2010
Trust Administration Services - A Division of First Regional Bank July 2005 - September 2008
State Street Bank 2003 - 2005
Smith Barney 2001 - 2003
Education
San Diego State University-California State University 2006 — 2008
Masters, Marketing
University of Vermont 1999 — 2003
Bachelor's degree, Business Administration and Management, General
University of Wollongong
Paul Simard's State Street Bank Experience February 2012 - Present
Job Asst. Vice President Operations at State Street Bank
Industry Logistics and Supply Chain
Experience
State Street Bank February 2012 - Present
Fidelity Investments November 2005 - February 2012
Certified Parts Warehouse May 2005 - November 2005
PC Connection January 2002 - February 2004
PC Connection September 2000 - March 2002
PC Connection March 2000 - September 2000
PC Connection May 1999 - March 2000
Wang Global February 1998 - May 1999
Simards Window Dressings December 1990 - January 1998
Digital Equipment Corporation November 1987 - December 1990
Skills
JD Edwards, Oracle Financials, Oracle Discoverer, SAP, MRP, Microsoft Office, Excel, PowerPoint, Access, Bookkeeping, Word, Outlook, Quickbooks, Microsoft Excel, Microsoft Word, Oracle E-Business Suite, Vendor Management, Strategic Sourcing, Procurement, Project Management, Process Improvement, QuickBooks, Sourcing, Program Management, Business Process..., Business Analysis, Leadership, Cross-functional Team..., Contract Management, Negotiation, Outsourcing, Telecommunications, Management, Analysis, Risk Management, Purchasing, Change Management, Product Development
Education
Southern New Hampshire University 1980 — 1985
Associates Degree, Business Management
State Street Bank February 2012 - Present
Fidelity Investments November 2005 - February 2012
Certified Parts Warehouse May 2005 - November 2005
PC Connection January 2002 - February 2004
PC Connection September 2000 - March 2002
PC Connection March 2000 - September 2000
PC Connection May 1999 - March 2000
Wang Global February 1998 - May 1999
Simards Window Dressings December 1990 - January 1998
Digital Equipment Corporation November 1987 - December 1990
Skills
JD Edwards, Oracle Financials, Oracle Discoverer, SAP, MRP, Microsoft Office, Excel, PowerPoint, Access, Bookkeeping, Word, Outlook, Quickbooks, Microsoft Excel, Microsoft Word, Oracle E-Business Suite, Vendor Management, Strategic Sourcing, Procurement, Project Management, Process Improvement, QuickBooks, Sourcing, Program Management, Business Process..., Business Analysis, Leadership, Cross-functional Team..., Contract Management, Negotiation, Outsourcing, Telecommunications, Management, Analysis, Risk Management, Purchasing, Change Management, Product Development
Education
Southern New Hampshire University 1980 — 1985
Associates Degree, Business Management
Anna Xu's State Street Bank Experience 2003 - 2009
Job Application software developer
Industry Computer Software
Experience
Guardium, an IBM Company 2009 - Present
Hewlett-Packard - Vertica 2012 - 2015
Hewlett-Packard - Vertica 2012 - 2015
State Street Bank and Trust July 2003 - February 2009
State Street Bank 2003 - 2009
Nuera Communications 1999 - 2002
Nokia Mobile Phones 1998 - 1999
Skills
Databases
Education
University of Waterloo 1992 — 1994
M.S CS, Computer Science
Shanghai Jiao Tong University 1986 — 1989
MS. CE, Computer Engineering
Shanghai Jiao Tong University 1982 — 1986
MS. EE, Electrical Engineering
Guardium, an IBM Company 2009 - Present
Hewlett-Packard - Vertica 2012 - 2015
Hewlett-Packard - Vertica 2012 - 2015
State Street Bank and Trust July 2003 - February 2009
State Street Bank 2003 - 2009
Nuera Communications 1999 - 2002
Nokia Mobile Phones 1998 - 1999
Skills
Databases
Education
University of Waterloo 1992 — 1994
M.S CS, Computer Science
Shanghai Jiao Tong University 1986 — 1989
MS. CE, Computer Engineering
Shanghai Jiao Tong University 1982 — 1986
MS. EE, Electrical Engineering
Justin D'Atri's State Street Bank Experience January 2008 - January 2011
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street January 2011 - Present
State Street Bank January 2008 - January 2011
Lincoln Financial Group August 2006 - December 2007
Education
Southern New Hampshire University 2003 — 2006
BS, Business Administration
State Street January 2011 - Present
State Street Bank January 2008 - January 2011
Lincoln Financial Group August 2006 - December 2007
Education
Southern New Hampshire University 2003 — 2006
BS, Business Administration
Rebecca Yu's State Street Bank Experience January 2008 - March 2011
Job Treasury Manager at VeriFone
Industry Financial Services
Experience
VeriFone July 2014 - Present
VeriFone February 2013 - July 2014
VeriFone February 2012 - February 2013
United Labor Bank April 2011 - November 2011
State Street Bank January 2008 - March 2011
State Street Bank January 2006 - March 2008
State Street Bank January 2006 - December 2006
Skills
Account Reconciliation, Cash Management, Finance, General Ledger, Accounting
Education
San Jose State University
B.A. degree, Finance
VeriFone July 2014 - Present
VeriFone February 2013 - July 2014
VeriFone February 2012 - February 2013
United Labor Bank April 2011 - November 2011
State Street Bank January 2008 - March 2011
State Street Bank January 2006 - March 2008
State Street Bank January 2006 - December 2006
Skills
Account Reconciliation, Cash Management, Finance, General Ledger, Accounting
Education
San Jose State University
B.A. degree, Finance
Ricardo Rosche-Scott's State Street Bank Experience June 2008 - Present
Job State Street Corp
Industry Financial Services
Experience
State Street Bank June 2008 - Present
Education
Springfield College 2008 — 2008
Bachelor of Science (BS), Human Services, General
State Street Bank June 2008 - Present
Education
Springfield College 2008 — 2008
Bachelor of Science (BS), Human Services, General
Jason Baylis's State Street Bank Experience June 2002 - September 2003
Job Product Manager, NA at Methanex Corporation
Industry Chemicals
Experience
Methanex Corporation February 2013 - Present
Methanex Corporation November 2011 - January 2013
Methanex Corporation June 2009 - October 2011
Pioneer Investments September 2003 - July 2007
State Street Bank June 2002 - September 2003
Forum Financial Group June 2000 - June 2002
Education
Southern Methodist University - Cox School of Business 2007 — 2009
University of Maine 1996 — 2000
Bachelor of Science, Business Administration
Methanex Corporation February 2013 - Present
Methanex Corporation November 2011 - January 2013
Methanex Corporation June 2009 - October 2011
Pioneer Investments September 2003 - July 2007
State Street Bank June 2002 - September 2003
Forum Financial Group June 2000 - June 2002
Education
Southern Methodist University - Cox School of Business 2007 — 2009
University of Maine 1996 — 2000
Bachelor of Science, Business Administration
Joyce Dardonis's State Street Bank Experience 1996 - Present
Job Managing Director at State Street Corporation
Industry Financial Services
Experience
State Street Corporation August 2007 - Present
State Street Bank 1996 - Present
Brown Brothers Harriman & Co. 2003 - 2007
Mellon Financial 1984 - 1997
Mellon Financial 1984 - 1997
Skills
Global Custody, Securities Lending, Mutual Funds, Fixed Income, Equities, Securities, Hedge Funds, Alternative Investments, Asset Managment, Financial Services, Fund Accounting, Fund Administration, Investments, Corporate Actions, Asset Management, Derivatives, Investment Management, Capital Markets, Bloomberg, Bonds, Financial Markets, Middle Office, ETFs, Asset Allocation, FX Options, Real Estate, Sales
Education
Simmons College
Bachelor's degree, Business Administration and Management, General
State Street Corporation August 2007 - Present
State Street Bank 1996 - Present
Brown Brothers Harriman & Co. 2003 - 2007
Mellon Financial 1984 - 1997
Mellon Financial 1984 - 1997
Skills
Global Custody, Securities Lending, Mutual Funds, Fixed Income, Equities, Securities, Hedge Funds, Alternative Investments, Asset Managment, Financial Services, Fund Accounting, Fund Administration, Investments, Corporate Actions, Asset Management, Derivatives, Investment Management, Capital Markets, Bloomberg, Bonds, Financial Markets, Middle Office, ETFs, Asset Allocation, FX Options, Real Estate, Sales
Education
Simmons College
Bachelor's degree, Business Administration and Management, General
Angela (Albrecht) Shymanski's State Street Bank Experience February 1990 - Present
Job Functional Design Analyst, VP at State Street
Industry Information Technology and Services
Experience
State Street Bank February 1990 - Present
First Investors May 1988 - February 1990
Skills
Equities, Middle Office, Market Data, Capital Markets, Derivatives, Back Office, Corporate Actions, Financial Services, Fund Accounting, SQL, Fixed Income, Design Analysis, Business Analysis, Quality Assurance, Mutual Funds, Securities, Statutory Accounting, Microsoft Excel, Product Development
Education
Richard Stockton College of New Jersey 1984 — 1988
Bachelor of Arts (B.A.), Accounting
Stockton State College 1984 — 1988
State Street Bank February 1990 - Present
First Investors May 1988 - February 1990
Skills
Equities, Middle Office, Market Data, Capital Markets, Derivatives, Back Office, Corporate Actions, Financial Services, Fund Accounting, SQL, Fixed Income, Design Analysis, Business Analysis, Quality Assurance, Mutual Funds, Securities, Statutory Accounting, Microsoft Excel, Product Development
Education
Richard Stockton College of New Jersey 1984 — 1988
Bachelor of Arts (B.A.), Accounting
Stockton State College 1984 — 1988
Colleen Makkay-Mulgrew's State Street Bank Experience 1989 - 1991
Job Bookkeeping/Business Consulting
Industry Management Consulting
Experience
C. Makkay Business Services, LLC August 2013 - Present
Makkay Group Broadcasting July 1992 - July 2003
State Street Bank 1989 - 1991
Skills
Management, Broadcast, Journalism, Editing, Video Production, Public Relations, Marketing, Radio, Budgets, Small Business
Education
Simmons College 1985 — 1989
Bachelor's degree
C. Makkay Business Services, LLC August 2013 - Present
Makkay Group Broadcasting July 1992 - July 2003
State Street Bank 1989 - 1991
Skills
Management, Broadcast, Journalism, Editing, Video Production, Public Relations, Marketing, Radio, Budgets, Small Business
Education
Simmons College 1985 — 1989
Bachelor's degree
Saradhi Valluru's State Street Bank Experience 2004 - 2011
Job Project Manager at iflex solutions inc
Industry Computer Software
Experience
i-flex solutions inc October 2003 - Present
State Street Bank 2004 - 2011
Education
Sri Venkateswara University 1993 — 1996
i-flex solutions inc October 2003 - Present
State Street Bank 2004 - 2011
Education
Sri Venkateswara University 1993 — 1996
Sheila McClorey's State Street Bank Experience Vice President, Compliance Fund ServicesState Street2006 - Present
Job Vice President Compliance and Fund Services at State Street Bank
Industry Financial Services
Experience
State Street Bank Vice President, Compliance Fund ServicesState Street2006 - Present
State Street Bank 2007 - 2009
Investors Bank & Trust 1990 - 2007
Skills
Mutual Funds, Hedge Funds, Fixed Income, Financial Services, Securities, Fund Services
Education
Simmons College - Simmons School of Management
MBA, Business Administration
State Street Bank Vice President, Compliance Fund ServicesState Street2006 - Present
State Street Bank 2007 - 2009
Investors Bank & Trust 1990 - 2007
Skills
Mutual Funds, Hedge Funds, Fixed Income, Financial Services, Securities, Fund Services
Education
Simmons College - Simmons School of Management
MBA, Business Administration
Andrew Freed's State Street Bank Experience May 2007 - February 2009
Job AVP, Financial Reporting at State Street
Industry Financial Services
Experience
State Street December 2012 - Present
JPMorgan Chase October 2009 - December 2012
JPMorgan Chase July 2009 - October 2009
State Street Bank May 2007 - February 2009
State Street Bank August 2005 - May 2007
State Street Bank June 2002 - August 2005
State Street Bank July 2001 - June 2002
State Street Bank July 1999 - July 2001
State Street Bank July 1998 - July 1999
State Street Bank October 1997 - July 1998
Skills
Financial Reporting, Bloomberg, Microsoft Word, Mutual Funds, Fund Accounting, Derivatives, Accounting, Equities, Investments, Financial Services, Fixed Income, Securities, Financial Risk, Portfolio Management, Finance, Leadership, Auditing, Analysis, Settlement, Fund Administration, Internal Controls, Hedge Funds, Corporate Actions, Process Improvement, Alternative Investments, Internal Audit, Bonds, Middle Office, Asset Management
Education
Skidmore College 1992 — 1996
Bachelor of Arts (B.A.), Economics & Government
State Street December 2012 - Present
JPMorgan Chase October 2009 - December 2012
JPMorgan Chase July 2009 - October 2009
State Street Bank May 2007 - February 2009
State Street Bank August 2005 - May 2007
State Street Bank June 2002 - August 2005
State Street Bank July 2001 - June 2002
State Street Bank July 1999 - July 2001
State Street Bank July 1998 - July 1999
State Street Bank October 1997 - July 1998
Skills
Financial Reporting, Bloomberg, Microsoft Word, Mutual Funds, Fund Accounting, Derivatives, Accounting, Equities, Investments, Financial Services, Fixed Income, Securities, Financial Risk, Portfolio Management, Finance, Leadership, Auditing, Analysis, Settlement, Fund Administration, Internal Controls, Hedge Funds, Corporate Actions, Process Improvement, Alternative Investments, Internal Audit, Bonds, Middle Office, Asset Management
Education
Skidmore College 1992 — 1996
Bachelor of Arts (B.A.), Economics & Government
Subrahmanyam Osuru's State Street Bank Experience April 2005 - December 2005
Job Sr Program Manager DW & BI Apps
Industry Information Technology and Services
Experience
Affusion. August 2011 - Present
EmblemHealth February 2010 - July 2011
GSI Commerce March 2009 - January 2010
De Lage Landen January 2006 - February 2009
State Street Bank April 2005 - December 2005
Chartered Semiconductor August 2000 - February 2005
iGate Mastech January 2000 - July 2000
DSRC August 1997 - December 1999
Skills
ERP, SQL, Microsoft SQL Server, Software Development, Data Warehousing, Business Intelligence, .NET, Software Project..., Oracle, ASP.NET, XML, Integration, C#, JavaScript, SDLC
Education
Sri Venkateswara University 1993 — 1997
Bachelor of Technology (B.Tech.), Mechanical Engineering
Affusion. August 2011 - Present
EmblemHealth February 2010 - July 2011
GSI Commerce March 2009 - January 2010
De Lage Landen January 2006 - February 2009
State Street Bank April 2005 - December 2005
Chartered Semiconductor August 2000 - February 2005
iGate Mastech January 2000 - July 2000
DSRC August 1997 - December 1999
Skills
ERP, SQL, Microsoft SQL Server, Software Development, Data Warehousing, Business Intelligence, .NET, Software Project..., Oracle, ASP.NET, XML, Integration, C#, JavaScript, SDLC
Education
Sri Venkateswara University 1993 — 1997
Bachelor of Technology (B.Tech.), Mechanical Engineering
Alan Buck, PMP's State Street Bank Experience September 1986 - April 1991
Job Manager, Technical Services at GE Healthcare
Industry Information Technology and Services
Experience
GE Healthcare August 2007 - Present
GE Healthcare December 1998 - August 2007
IDX Systems Corporation October 1995 - November 1998
IDX Systems Corporation June 1994 - October 1995
IDX Systems Corporation October 1993 - June 1994
IDX Systems Corporation April 1991 - October 1993
State Street Bank September 1986 - April 1991
Skills
Healthcare Information..., Healthcare, Project Management, Revenue Cycle, Information Technology, Ambulatory, Management, Team Leadership, Customer Service, Economics, Leadership, Communication Skills, Revenue Cycle Management, Six Sigma, Strategic Planning, Cross-functional Team..., Software Implementation, Troubleshooting, Software Project..., Healthcare Industry
Education
State University of New York College at Buffalo 1982 — 1986
Bachelor of Applied Science (BASc), Business/Managerial Economics
Jamesville-DeWitt High School 1978 — 1982
GE Healthcare August 2007 - Present
GE Healthcare December 1998 - August 2007
IDX Systems Corporation October 1995 - November 1998
IDX Systems Corporation June 1994 - October 1995
IDX Systems Corporation October 1993 - June 1994
IDX Systems Corporation April 1991 - October 1993
State Street Bank September 1986 - April 1991
Skills
Healthcare Information..., Healthcare, Project Management, Revenue Cycle, Information Technology, Ambulatory, Management, Team Leadership, Customer Service, Economics, Leadership, Communication Skills, Revenue Cycle Management, Six Sigma, Strategic Planning, Cross-functional Team..., Software Implementation, Troubleshooting, Software Project..., Healthcare Industry
Education
State University of New York College at Buffalo 1982 — 1986
Bachelor of Applied Science (BASc), Business/Managerial Economics
Jamesville-DeWitt High School 1978 — 1982
Yaoming Duan's State Street Bank Experience 1997 - 1998
Job Senior Database Engineer at EnerNoc, Inc.
Industry Computer Software
Experience
EnerNoc, Inc. October 2011 - Present
Oracle August 2005 - October 2011
ProfitLogic April 2005 - August 2005
P&H Solutions 2000 - 2005
Fidelity - IBG July 1998 - July 2000
State Street Bank 1997 - 1998
Omron Shanghai Software March 1991 - October 1997
Skills
Data Modeling, SQL Tuning, PL/SQL, Database Development, Data Warehousing, Databases, Java, Performance Tuning, ETL, Oracle SQL, Unix, SQL, Database Design, Business Intelligence, Software Development, Unix Shell Scripting, Linux, Agile, Integration, Programming, Agile Methodologies, Relational Databases, Enterprise Architecture
Education
Shanghai Jiao Tong University
BS E.E., Electronic Engineering
Shanghai Jiao Tong University
MS E.E., Electronic Engineering
EnerNoc, Inc. October 2011 - Present
Oracle August 2005 - October 2011
ProfitLogic April 2005 - August 2005
P&H Solutions 2000 - 2005
Fidelity - IBG July 1998 - July 2000
State Street Bank 1997 - 1998
Omron Shanghai Software March 1991 - October 1997
Skills
Data Modeling, SQL Tuning, PL/SQL, Database Development, Data Warehousing, Databases, Java, Performance Tuning, ETL, Oracle SQL, Unix, SQL, Database Design, Business Intelligence, Software Development, Unix Shell Scripting, Linux, Agile, Integration, Programming, Agile Methodologies, Relational Databases, Enterprise Architecture
Education
Shanghai Jiao Tong University
BS E.E., Electronic Engineering
Shanghai Jiao Tong University
MS E.E., Electronic Engineering
Huston, Brad's State Street Bank Experience March 2012 - April 2015
Job Vice President at State Street Bank
Industry Investment Management
Experience
State Street Bank March 2012 - April 2015
Skills
Mutual Funds, Fixed Income, Bloomberg, Middle Office, Asset Management, Derivatives, Investments
Education
Springfield College 1993 — 1997
State Street Bank March 2012 - April 2015
Skills
Mutual Funds, Fixed Income, Bloomberg, Middle Office, Asset Management, Derivatives, Investments
Education
Springfield College 1993 — 1997
Rachele McDonough's State Street Bank Experience June 2011 - May 2015
Job VP/Head of Global Operations at State Street Bank
Industry Banking
Experience
FHLB Boston June 2015 - Present
State Street Bank June 2011 - May 2015
FHLB Boston 2005 - 2011
Bank of America 2000 - 2005
BankBoston 1998 - 2000
BankBoston 1993 - 1997
Skills
Securities, Fixed Income, FINRA Ser 99, Management, Risk Management, Program Management, Leadership, Business Process..., Settlement, Banking, Foreign Exchange, Bloomberg, Derivatives, Investments, Analysis, Trading, Emerging Markets, Project Management, Operational Risk, Capital Markets, FINRA, Funding, Bonds, Integration, Executive Management, Financial Services, Governance
Education
Simmons College - Simmons School of Management 2006 — 2008
MBA
FHLB Boston June 2015 - Present
State Street Bank June 2011 - May 2015
FHLB Boston 2005 - 2011
Bank of America 2000 - 2005
BankBoston 1998 - 2000
BankBoston 1993 - 1997
Skills
Securities, Fixed Income, FINRA Ser 99, Management, Risk Management, Program Management, Leadership, Business Process..., Settlement, Banking, Foreign Exchange, Bloomberg, Derivatives, Investments, Analysis, Trading, Emerging Markets, Project Management, Operational Risk, Capital Markets, FINRA, Funding, Bonds, Integration, Executive Management, Financial Services, Governance
Education
Simmons College - Simmons School of Management 2006 — 2008
MBA
Lynne (Gilligan) Caulfield's State Street Bank Experience December 2000 - December 2002
Job Vice President Relationship Management at U.S. Bank Global Corporate Trust Services at U.S. Bank
Industry Financial Services
Experience
U.S. Bank December 2005 - Present
Fidelity Investments February 2004 - December 2005
U.S. Bank December 2002 - February 2004
State Street Bank December 2000 - December 2002
Education
Salve Regina University 1996 — 2000
U.S. Bank December 2005 - Present
Fidelity Investments February 2004 - December 2005
U.S. Bank December 2002 - February 2004
State Street Bank December 2000 - December 2002
Education
Salve Regina University 1996 — 2000
Jared Burns's State Street Bank Experience June 2008 - March 2011
Job Owner/Photographer at Jared and Debbie Photography
Industry Photography
Experience
Jared and Debbie Photography April 2011 - Present
State Street Bank June 2008 - March 2011
Education
State University of New York College at Plattsburgh 2004 — 2008
Bachelor's degree, Finance
Jared and Debbie Photography April 2011 - Present
State Street Bank June 2008 - March 2011
Education
State University of New York College at Plattsburgh 2004 — 2008
Bachelor's degree, Finance
Jason Rochelle's State Street Bank Experience November 1997 - Present
Job Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Bank November 1997 - Present
State Street Bank 1997 - 2014
Skills
Mutual Funds, Fixed Income, Bloomberg, Securities, Equities, Financial Services, Risk Management
Education
Seton Hall University
B.A., Economics
State Street Bank November 1997 - Present
State Street Bank 1997 - 2014
Skills
Mutual Funds, Fixed Income, Bloomberg, Securities, Equities, Financial Services, Risk Management
Education
Seton Hall University
B.A., Economics
Stuart Chip Weier CFP®'s State Street Bank Experience October 1993 - June 1996
Job Independent Certified Financial Planner®, Weier Financial
Industry Financial Services
Experience
Weier Financial January 1999 - Present
American Express Financial Advisors July 1996 - January 1999
State Street Bank October 1993 - June 1996
Skills
Investments, Mutual Funds, Securities, Portfolio Management, Financial Services, Asset Allocation, Finance, Financial Advisory, Retirement, Insurance
Education
Skidmore College 1989 — 1993
Bachelor of Arts (BA), Business/Economics
Weier Financial January 1999 - Present
American Express Financial Advisors July 1996 - January 1999
State Street Bank October 1993 - June 1996
Skills
Investments, Mutual Funds, Securities, Portfolio Management, Financial Services, Asset Allocation, Finance, Financial Advisory, Retirement, Insurance
Education
Skidmore College 1989 — 1993
Bachelor of Arts (BA), Business/Economics
Jennifer Randall's State Street Bank Experience September 2011 - January 2013
Job VP, HR Professional Services at Citi
Industry Human Resources
Experience
Citi October 2013 - Present
State Street Bank September 2011 - January 2013
State Street Bank & Trust October 2007 - September 2011
State Street Bank October 2000 - October 2007
Assurant Employee Benefits July 1996 - October 2000
Skills
Employee Relations, Onboarding, FMLA, Leaves, Talent Acquisition, Human Resources, Performance Improvement, Performance Consulting, Compensation Strategies, Business Partner..., Recruiting, PeopleSoft, Employee Benefits, ER issues, Employee Consultation, Disciplinary &..., EEO, Federal Employment Law, Employee Relations..., Generalist Duties, Performance Management, Employee Engagement, Workforce Planning, Employment Law, Sourcing, Succession Planning, College Recruiting, Applicant Tracking..., Talent Management, HR Policies, Change Management, Interviews, Financial Services, Strategy, Affirmative Action, Employee Recognition, Project Management, Productivity, Strategic Planning, Data Analysis, Training, Temporary Placement, Policy Writing, Employee Training, Employee Handbooks, Hiring Employees, Reporting Metrics, HR Metrics, Leadership, HRIS
Education
Webster University 1997 — 2000
Master of Arts (MA), Human Resources Management and Services
State University of New York Institute of Technology at Utica/Rome
BPS, Business Administration
State University of New York at Delhi
AAS, Travel and Tourism
Citi October 2013 - Present
State Street Bank September 2011 - January 2013
State Street Bank & Trust October 2007 - September 2011
State Street Bank October 2000 - October 2007
Assurant Employee Benefits July 1996 - October 2000
Skills
Employee Relations, Onboarding, FMLA, Leaves, Talent Acquisition, Human Resources, Performance Improvement, Performance Consulting, Compensation Strategies, Business Partner..., Recruiting, PeopleSoft, Employee Benefits, ER issues, Employee Consultation, Disciplinary &..., EEO, Federal Employment Law, Employee Relations..., Generalist Duties, Performance Management, Employee Engagement, Workforce Planning, Employment Law, Sourcing, Succession Planning, College Recruiting, Applicant Tracking..., Talent Management, HR Policies, Change Management, Interviews, Financial Services, Strategy, Affirmative Action, Employee Recognition, Project Management, Productivity, Strategic Planning, Data Analysis, Training, Temporary Placement, Policy Writing, Employee Training, Employee Handbooks, Hiring Employees, Reporting Metrics, HR Metrics, Leadership, HRIS
Education
Webster University 1997 — 2000
Master of Arts (MA), Human Resources Management and Services
State University of New York Institute of Technology at Utica/Rome
BPS, Business Administration
State University of New York at Delhi
AAS, Travel and Tourism
Nan Nealon's State Street Bank Experience 1990 - 1995
Job Finance & Operations Executive
Industry Wine and Spirits
Experience
Cameron Hughes Wine April 2014 - Present
Cameron Hughes Wine 2011 - 2013
Francis Ford Coppola Presents 2008 - 2011
Self Employed 2006 - 2008
Saddleback Cellars & Venge Vineyards 2001 - 2006
Milliken Creek Inn 2001 - 2002
The Charlotte Inn 1998 - 2000
Mercer Management Consulting 1995 - 1998
State Street Bank 1990 - 1995
Skills
Strategic Planning, Finance, Financial Accounting, Operations Management, Hospitality, Wine, Financial Services, Forecasting, Production Management, Loans, Mortgage Lending, Budgets, Contract Negotiation, Event Management, Brand Management, Event Planning, Marketing Strategy, Management, Customer Service
Education
Simmons College
Cameron Hughes Wine April 2014 - Present
Cameron Hughes Wine 2011 - 2013
Francis Ford Coppola Presents 2008 - 2011
Self Employed 2006 - 2008
Saddleback Cellars & Venge Vineyards 2001 - 2006
Milliken Creek Inn 2001 - 2002
The Charlotte Inn 1998 - 2000
Mercer Management Consulting 1995 - 1998
State Street Bank 1990 - 1995
Skills
Strategic Planning, Finance, Financial Accounting, Operations Management, Hospitality, Wine, Financial Services, Forecasting, Production Management, Loans, Mortgage Lending, Budgets, Contract Negotiation, Event Management, Brand Management, Event Planning, Marketing Strategy, Management, Customer Service
Education
Simmons College
Norm Young's State Street Bank Experience November 2006 - Present
Job Director, Investment Operations at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management March 2014 - Present
State Street Bank November 2006 - Present
Wellington Management July 2000 - November 2006
Putnam Investments November 1997 - July 2000
Skills
Mutual Funds, Fund Accounting, Equities, Fixed Income, Bloomberg, Securities, Alternative Investments, Hedge Funds, Asset Management, Corporate Actions, Derivatives, Investments, Risk Management, Middle Office, Investment Management, Financial Services, Fund Administration
Education
Suffolk University - Sawyer Business School 2000 — 2005
MBA, Finance
Southern New Hampshire University 1993 — 1996
BA, Business Administration
Manulife Asset Management March 2014 - Present
State Street Bank November 2006 - Present
Wellington Management July 2000 - November 2006
Putnam Investments November 1997 - July 2000
Skills
Mutual Funds, Fund Accounting, Equities, Fixed Income, Bloomberg, Securities, Alternative Investments, Hedge Funds, Asset Management, Corporate Actions, Derivatives, Investments, Risk Management, Middle Office, Investment Management, Financial Services, Fund Administration
Education
Suffolk University - Sawyer Business School 2000 — 2005
MBA, Finance
Southern New Hampshire University 1993 — 1996
BA, Business Administration
Yana Boubnova's State Street Bank Experience August 2012 - July 2014
Job Associate at PIMCO
Industry Financial Services
Experience
PIMCO August 2014 - Present
State Street Bank August 2012 - July 2014
State Street August 2011 - August 2012
Michel Dyens & Co. May 2010 - August 2010
Sotheby's June 2009 - August 2009
Skills
Value Investing, Asset Managment, Behavioral Finance, FX, Financial Markets, Financial Modeling, Asset Management, Fixed Income, Bloomberg, FX Options, Analytics, Business Development, Investment Banking, Derivatives
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Finance, Art History
Tsinghua University 2008 — 2008
Communications
Stanford University 2005 — 2005
Humanities
PIMCO August 2014 - Present
State Street Bank August 2012 - July 2014
State Street August 2011 - August 2012
Michel Dyens & Co. May 2010 - August 2010
Sotheby's June 2009 - August 2009
Skills
Value Investing, Asset Managment, Behavioral Finance, FX, Financial Markets, Financial Modeling, Asset Management, Fixed Income, Bloomberg, FX Options, Analytics, Business Development, Investment Banking, Derivatives
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Finance, Art History
Tsinghua University 2008 — 2008
Communications
Stanford University 2005 — 2005
Humanities
Joseph Cassaro's State Street Bank Experience August 1981 - October 1986
Job Director, Pricing Management & Strategy at TIAACREF
Industry Investment Management
Experience
TIAA-CREF July 2015 - Present
NPI Capital Limited Partners April 2011 - April 2014
Mercer January 2005 - October 2010
Putnam Investments November 1986 - December 2004
State Street Bank August 1981 - October 1986
Skills
Alternative Investments, Investments, Equities, Mutual Funds, Financial Services, Asset Management, Asset Managment, Employee Benefits, Series 7, Financial Analysis, Fixed Income, Process Improvement, 401k, Hedge Funds, Portfolio Management, Financial Modeling, Outsourcing
Education
Suffolk University 1983 — 1985
MBA, Finance
Siena College 1977 — 1981
BBA, Accounting
TIAA-CREF July 2015 - Present
NPI Capital Limited Partners April 2011 - April 2014
Mercer January 2005 - October 2010
Putnam Investments November 1986 - December 2004
State Street Bank August 1981 - October 1986
Skills
Alternative Investments, Investments, Equities, Mutual Funds, Financial Services, Asset Management, Asset Managment, Employee Benefits, Series 7, Financial Analysis, Fixed Income, Process Improvement, 401k, Hedge Funds, Portfolio Management, Financial Modeling, Outsourcing
Education
Suffolk University 1983 — 1985
MBA, Finance
Siena College 1977 — 1981
BBA, Accounting
Jennifer Koszta's State Street Bank Experience 2004 - 2006
Job Middle Office Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2015 - Present
Och-Ziff Capital Management October 2013 - January 2015
Goldman Sachs 2006 - October 2013
State Street Bank 2004 - 2006
Fiserv Securities 2003 - 2004
Education
Wagner College 2009 — 2011
MBA - Health Care Administration
Wagner College 2004 — 2006
MBA, Business Administration and Management, General
Saint John's University 2002 — 2004
BA, Finance
State University of New York College at Oneonta 2000 — 2002
Notre Dame Academy 1996 — 2000
St. Joseph's Hill Academy
Wells Fargo Securities April 2015 - Present
Och-Ziff Capital Management October 2013 - January 2015
Goldman Sachs 2006 - October 2013
State Street Bank 2004 - 2006
Fiserv Securities 2003 - 2004
Education
Wagner College 2009 — 2011
MBA - Health Care Administration
Wagner College 2004 — 2006
MBA, Business Administration and Management, General
Saint John's University 2002 — 2004
BA, Finance
State University of New York College at Oneonta 2000 — 2002
Notre Dame Academy 1996 — 2000
St. Joseph's Hill Academy
ALAN DAY's State Street Bank Experience September 1996 - February 1998
Job Experienced financial services professional
Industry Financial Services
Experience
Brown Brothers Harriman March 2011 - January 2014
BROWN BROTHERS HARRIMAN August 1999 - March 2011
Brown Brothers Harriman February 1998 - August 1999
State Street Bank September 1996 - February 1998
CIGNA Financial Advisors June 1994 - September 1996
Skills
Equities, Securities, Financial Services, Mutual Funds, Capital Markets, Banking, Bloomberg, Risk Management, Middle Office, Fixed Income, Settlement, Relationship Management, Portfolio Management, Investment Banking, Financial Markets, Derivatives, Corporate Actions, Trading, Strategy, Change Management, Investments, Financial Risk, Lotus Notes, Financial Analysis, Alternative Investments, Asset Managment, Corporate Finance, Team Leadership, Fund Accounting, Finance, Financial Modeling, Project Management, Process Improvement, SWIFT payments, Collateral Management, Credit, Wealth Management, Business Analysis, Client Services, Management, Cash Management, Vendor Management, Business Development, Trading Systems, Global Custody, Asset Management
Education
State University of New York College at Geneseo 1990 — 1994
BS, Management, Finance, Economics
Brown Brothers Harriman March 2011 - January 2014
BROWN BROTHERS HARRIMAN August 1999 - March 2011
Brown Brothers Harriman February 1998 - August 1999
State Street Bank September 1996 - February 1998
CIGNA Financial Advisors June 1994 - September 1996
Skills
Equities, Securities, Financial Services, Mutual Funds, Capital Markets, Banking, Bloomberg, Risk Management, Middle Office, Fixed Income, Settlement, Relationship Management, Portfolio Management, Investment Banking, Financial Markets, Derivatives, Corporate Actions, Trading, Strategy, Change Management, Investments, Financial Risk, Lotus Notes, Financial Analysis, Alternative Investments, Asset Managment, Corporate Finance, Team Leadership, Fund Accounting, Finance, Financial Modeling, Project Management, Process Improvement, SWIFT payments, Collateral Management, Credit, Wealth Management, Business Analysis, Client Services, Management, Cash Management, Vendor Management, Business Development, Trading Systems, Global Custody, Asset Management
Education
State University of New York College at Geneseo 1990 — 1994
BS, Management, Finance, Economics
Diane Hughes's State Street Bank Experience January 1991 - June 1998
Job Code of Ethics Compliance Manager at American Century Investments
Industry Investment Management
Experience
American Century Investments May 2002 - Present
American Century Investments 1998 - 2002
State Street Bank January 1991 - June 1998
Skills
Internal Audit, Investments, Mutual Funds, Management, Financial Services, Corporate Governance, Risk Management, FINRA, Policy, Portfolio Management, Accounting, Securities, Due Diligence
Education
Tarkio College 1988 — 1991
Bachelor of Arts, Accounting
Southeast Community College 1984 — 1986
Associates Degree, Secreterial with Legal Emphasis
American Century Investments May 2002 - Present
American Century Investments 1998 - 2002
State Street Bank January 1991 - June 1998
Skills
Internal Audit, Investments, Mutual Funds, Management, Financial Services, Corporate Governance, Risk Management, FINRA, Policy, Portfolio Management, Accounting, Securities, Due Diligence
Education
Tarkio College 1988 — 1991
Bachelor of Arts, Accounting
Southeast Community College 1984 — 1986
Associates Degree, Secreterial with Legal Emphasis
Nicholas Orlando's State Street Bank Experience November 2008 - August 2011
Job Senior Associate
Industry Financial Services
Experience
Fairman Group Family Office September 2011 - Present
State Street Bank November 2008 - August 2011
Vanguard September 2005 - April 2007
Skills
Financial Analysis, Accounting, Investments, Banking, Microsoft Office, Fixed Income, Financial Reporting, Mutual Funds, Bloomberg, Finance, Equities, Account Reconciliation, Financial Modeling, Portia, Portfolio Center, Fundamental Analysis, Data Analysis, Website Updating, Retirement, Asset Allocation, Economics, Investment Management, Securities, Wealth Management, Retirement Planning, Portfolio Management, Auditing, Derivatives, Middle Office, Fund Of Funds, Project Finance, Corporate Actions, Financial Services, Investment Banking, High Net Worth..., Bonds, Strategic Financial..., Alternative Investments, Family Office, Capital Markets, Financial Accounting, Fund Administration, Fund Accounting, Asset Management, Equity Valuation, Valuation, Bloomberg Terminal, Cash Management, Risk Management
Education
Polley Associates
Real Estate Education, Appraisal/Sales
Shippensburg University of Pennsylvania
BSBA, Finance
Fairman Group Family Office September 2011 - Present
State Street Bank November 2008 - August 2011
Vanguard September 2005 - April 2007
Skills
Financial Analysis, Accounting, Investments, Banking, Microsoft Office, Fixed Income, Financial Reporting, Mutual Funds, Bloomberg, Finance, Equities, Account Reconciliation, Financial Modeling, Portia, Portfolio Center, Fundamental Analysis, Data Analysis, Website Updating, Retirement, Asset Allocation, Economics, Investment Management, Securities, Wealth Management, Retirement Planning, Portfolio Management, Auditing, Derivatives, Middle Office, Fund Of Funds, Project Finance, Corporate Actions, Financial Services, Investment Banking, High Net Worth..., Bonds, Strategic Financial..., Alternative Investments, Family Office, Capital Markets, Financial Accounting, Fund Administration, Fund Accounting, Asset Management, Equity Valuation, Valuation, Bloomberg Terminal, Cash Management, Risk Management
Education
Polley Associates
Real Estate Education, Appraisal/Sales
Shippensburg University of Pennsylvania
BSBA, Finance
Anne Hemmer's State Street Bank Experience 1995 - 1999
Job Vice President at DanversBank
Industry Banking
Experience
Peoples United Bank July 2011 - Present
DanversBank April 2008 - July 2011
Citizens Bank December 1999 - April 2008
State Street Bank 1995 - 1999
Fleet Bank 1991 - 1994
Bank of New England 1988 - 1991
Skills
Loans, Accounting, Commercial Lending, Banking, Credit
Education
Simmons College - Simmons School of Management 1979 — 1980
MA, Business
University of Michigan 1972 — 1976
BA, German
Peoples United Bank July 2011 - Present
DanversBank April 2008 - July 2011
Citizens Bank December 1999 - April 2008
State Street Bank 1995 - 1999
Fleet Bank 1991 - 1994
Bank of New England 1988 - 1991
Skills
Loans, Accounting, Commercial Lending, Banking, Credit
Education
Simmons College - Simmons School of Management 1979 — 1980
MA, Business
University of Michigan 1972 — 1976
BA, German
Steven Ruffini's State Street Bank Experience August 2003 - February 2009
Job Senior Financial AnalystPension Management
Industry Financial Services
Experience
Con Edison October 2009 - Present
State Street Bank August 2003 - February 2009
Neuberger Berman 2006 - 2007
Deutsche Bank September 2001 - August 2003
Prudential Securities May 1999 - September 2001
Skills
Bloomberg, Equities, Asset Managment, Investments, Financial Modeling, Financial Markets
Education
State University of New York - System 1995 — 1999
Bachelor of Science, Finance
Con Edison October 2009 - Present
State Street Bank August 2003 - February 2009
Neuberger Berman 2006 - 2007
Deutsche Bank September 2001 - August 2003
Prudential Securities May 1999 - September 2001
Skills
Bloomberg, Equities, Asset Managment, Investments, Financial Modeling, Financial Markets
Education
State University of New York - System 1995 — 1999
Bachelor of Science, Finance
Karen Smith, CFA's State Street Bank Experience September 1991 - August 1996
Job Chief Financial Officer at Connex Credit Union
Industry Financial Services
Experience
Connex Credit Union 2013 - Present
Portfolio Analysis Systems, LLC August 2002 - August 2013
Financial Oxygen January 2000 - July 2002
Independent Product Management Consultant August 1998 - January 2000
Union Bank of California March 1996 - August 1998
State Street Bank September 1991 - August 1996
Skills
Product Management, Business Strategy, Management, Leadership, Product Development, Management Consulting, Marketing Strategy, Marketing, Integration, Finance, Accounting, Competitive Analysis, Strategy, Start-ups, Analysis, Strategic Planning, Financial Services
Education
Stanford University Graduate School of Business 1989 — 1991
Masters Business Administration, Finance
University of California, San Diego 1980 — 1984
Bachelor of Science, Economics
Connex Credit Union 2013 - Present
Portfolio Analysis Systems, LLC August 2002 - August 2013
Financial Oxygen January 2000 - July 2002
Independent Product Management Consultant August 1998 - January 2000
Union Bank of California March 1996 - August 1998
State Street Bank September 1991 - August 1996
Skills
Product Management, Business Strategy, Management, Leadership, Product Development, Management Consulting, Marketing Strategy, Marketing, Integration, Finance, Accounting, Competitive Analysis, Strategy, Start-ups, Analysis, Strategic Planning, Financial Services
Education
Stanford University Graduate School of Business 1989 — 1991
Masters Business Administration, Finance
University of California, San Diego 1980 — 1984
Bachelor of Science, Economics
Michelle Loranger's State Street Bank Experience January 2007 - June 2008
Job Managing Director at State Street
Industry Financial Services
Experience
State Street June 2008 - Present
State Street Bank January 2007 - June 2008
Skills
Global Custody, Product Management, Leadership, Securities, Strategy, Investments, Equities, Outsourcing, Business Analysis, Financial Services, Alternative Investments, Mutual Funds, Fixed Income, Risk Management, Financial Markets, Fund Accounting, Bloomberg, Financial Risk, Banking, Corporate Actions
Education
University of New England 1977 — 1981
BS, Business
Simmons College - Simmons School of Management
State Street June 2008 - Present
State Street Bank January 2007 - June 2008
Skills
Global Custody, Product Management, Leadership, Securities, Strategy, Investments, Equities, Outsourcing, Business Analysis, Financial Services, Alternative Investments, Mutual Funds, Fixed Income, Risk Management, Financial Markets, Fund Accounting, Bloomberg, Financial Risk, Banking, Corporate Actions
Education
University of New England 1977 — 1981
BS, Business
Simmons College - Simmons School of Management
Mohan Giri's State Street Bank Experience February 2009 - June 2009
Job Software Quality Assurance Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2009 - Present
State Street Bank February 2009 - June 2009
Fidelity Investments September 2007 - December 2008
Fidelity Investment 2007 - 2008
Education
Southern New Hampshire University 2000 — 2002
Masters, ICED
Fidelity Investments December 2009 - Present
State Street Bank February 2009 - June 2009
Fidelity Investments September 2007 - December 2008
Fidelity Investment 2007 - 2008
Education
Southern New Hampshire University 2000 — 2002
Masters, ICED
Jacinth Cooke's State Street Bank Experience April 2011 - December 2011
Job Owner at The Laundress
Industry Consumer Services
Experience
The Laundress November 2011 - Present
Fidelity November 2009 - September 2012
State Street Bank April 2011 - December 2011
Skills
Retirement, Investment Strategies, Life Insurance, Financial Services, Retirement Planning, Financial Analysis, Mutual Funds, Investments
Education
Smith College 2006 — 2010
Bachelor of Education (B.Ed.), Deaf Culture, minor in Math
The Laundress November 2011 - Present
Fidelity November 2009 - September 2012
State Street Bank April 2011 - December 2011
Skills
Retirement, Investment Strategies, Life Insurance, Financial Services, Retirement Planning, Financial Analysis, Mutual Funds, Investments
Education
Smith College 2006 — 2010
Bachelor of Education (B.Ed.), Deaf Culture, minor in Math
Amy H Yang, CFA, FRM's State Street Bank Experience March 2006 - December 2012
Job VP, Sr Quantitative Analyst at State Street Bank
Industry Financial Services
Experience
State Street Bank March 2006 - December 2012
Askari May 2001 - March 2006
ABN AMRO Asia Ltd. July 1999 - October 2000
Bank of America July 1998 - July 1999
Skills
Derivatives, Investment Banking, Fixed Income, Bloomberg, Hedge Funds, Market Risk, Basel II, Credit Risk, Equities, Financial Risk, Quantitative Finance, Risk Management, Capital Markets, Financial Modeling, Operational Risk
Education
Stanford University 1997 — 1998
MS, Engineering Economic Systems & Operations Research
Yale University 1995 — 1997
MPH, Biostatistics
University of Pennsylvania 1992 — 1995
BA, Biophysics
State Street Bank March 2006 - December 2012
Askari May 2001 - March 2006
ABN AMRO Asia Ltd. July 1999 - October 2000
Bank of America July 1998 - July 1999
Skills
Derivatives, Investment Banking, Fixed Income, Bloomberg, Hedge Funds, Market Risk, Basel II, Credit Risk, Equities, Financial Risk, Quantitative Finance, Risk Management, Capital Markets, Financial Modeling, Operational Risk
Education
Stanford University 1997 — 1998
MS, Engineering Economic Systems & Operations Research
Yale University 1995 — 1997
MPH, Biostatistics
University of Pennsylvania 1992 — 1995
BA, Biophysics
Lee Reddin, CFA's State Street Bank Experience February 2014 - Present
Job VP Global Treasury Division at State Street
Industry Financial Services
Experience
State Street Bank February 2014 - Present
State Street Bank June 2012 - February 2014
Columbia Management May 2010 - April 2012
Columbia Management June 2007 - May 2010
Columbia Management March 2000 - June 2007
FIRSTPLUS FINANCIAL, INC. June 1997 - March 2000
FIRSTPLUS FINANCIAL, INC July 1995 - June 1997
PRUDENTIAL SECURITIES, INC 1994 - 1995
Skills
Municipal Bonds, Bloomberg, Valuation, Structured Products, MBS, Fixed Income, ABS, Credit, Intex, Mutual Funds, CMBS, VBA, Bond Buyer, Capital Markets, Securitization
Education
Southern Methodist University - Cox School of Business 1988 — 1992
BBA, Finance
State Street Bank February 2014 - Present
State Street Bank June 2012 - February 2014
Columbia Management May 2010 - April 2012
Columbia Management June 2007 - May 2010
Columbia Management March 2000 - June 2007
FIRSTPLUS FINANCIAL, INC. June 1997 - March 2000
FIRSTPLUS FINANCIAL, INC July 1995 - June 1997
PRUDENTIAL SECURITIES, INC 1994 - 1995
Skills
Municipal Bonds, Bloomberg, Valuation, Structured Products, MBS, Fixed Income, ABS, Credit, Intex, Mutual Funds, CMBS, VBA, Bond Buyer, Capital Markets, Securitization
Education
Southern Methodist University - Cox School of Business 1988 — 1992
BBA, Finance
Elaine Pietras's State Street Bank Experience July 2007 - February 2009
Job Finance Change Management and Accounts Payable Professional
Industry Financial Services
Experience
State Street Corporation June 2011 - June 2015
State Street Corporation February 2009 - June 2011
State Street Bank July 2007 - February 2009
Investors Bank & Trust 2004 - 2007
The Switzer Group March 2003 - March 2004
John Langenbacher Co Inc July 2001 - March 2003
Skills
Accounts Payable, Fixed Assets, Financial Services, Cash Management, Accruals, Accounting, Corporate Finance, Staff Management, Pivot Tables, PeopleSoft, SOX Compliancy, Program Management, Business Analysis, Process Improvement, Oracle E-Business Suite, SWIFT payments, 1042 Reporting, 1099 Reporting, SOP 98-1, Non-Resident Alien Tax..., SharePoint, Employee Training, Microsoft Office
Education
Skidmore College 1997 — 2001
BA
State Street Corporation June 2011 - June 2015
State Street Corporation February 2009 - June 2011
State Street Bank July 2007 - February 2009
Investors Bank & Trust 2004 - 2007
The Switzer Group March 2003 - March 2004
John Langenbacher Co Inc July 2001 - March 2003
Skills
Accounts Payable, Fixed Assets, Financial Services, Cash Management, Accruals, Accounting, Corporate Finance, Staff Management, Pivot Tables, PeopleSoft, SOX Compliancy, Program Management, Business Analysis, Process Improvement, Oracle E-Business Suite, SWIFT payments, 1042 Reporting, 1099 Reporting, SOP 98-1, Non-Resident Alien Tax..., SharePoint, Employee Training, Microsoft Office
Education
Skidmore College 1997 — 2001
BA
Sharon Van Auken's State Street Bank Experience 1986 - 1992
Job Human Resources Professional
Industry Higher Education
Experience
Paul Smith's College November 2012 - Present
Lane Hospitality September 2005 - November 2012
Lake Placid-Essex County Visitors Bureau 2004 - 2005
EPRI 1997 - 2004
First Union National Bank 1992 - 1996
State Street Bank 1986 - 1992
Bear Stearns 1983 - 1986
Skills
Public Speaking, Hospitality Management, Team Leadership, Strategic Planning, Hotels, Leadership, CRM, Team Building, Employee Engagement, Customer Service, Employee Training, Food & Beverage, New Hire Orientations, Talent Acquisition, Personnel Management, Time Management
Education
St. Lawrence University
B.A., English, Secondary Education, Physical Education
Paul Smith's College November 2012 - Present
Lane Hospitality September 2005 - November 2012
Lake Placid-Essex County Visitors Bureau 2004 - 2005
EPRI 1997 - 2004
First Union National Bank 1992 - 1996
State Street Bank 1986 - 1992
Bear Stearns 1983 - 1986
Skills
Public Speaking, Hospitality Management, Team Leadership, Strategic Planning, Hotels, Leadership, CRM, Team Building, Employee Engagement, Customer Service, Employee Training, Food & Beverage, New Hire Orientations, Talent Acquisition, Personnel Management, Time Management
Education
St. Lawrence University
B.A., English, Secondary Education, Physical Education
Ilana Clopper's State Street Bank Experience June 2009 - August 2009
Job Senior Audit Associate at KPMG
Industry Accounting
Experience
KPMG September 2011 - Present
At A Glance Software September 2010 - June 2011
Siena College September 2006 - May 2011
Leon Halpert September 2008 - May 2010
State Street Bank June 2009 - August 2009
State Street Corporation June 2009 - August 2009
Danversport Yacht Club May 2007 - August 2007
Skills
Management, Access, Training, Accounting, Microsoft Excel, Accounts Payable, PowerPoint, Customer Service, Bloomberg, Microsoft Word, Portfolio Management, Mutual Funds, Trading
Education
Siena College 2010 — 2011
Master's, Accounting
Siena College 2007 — 2011
Master of Science (M.S.), Accounting
Siena College 2006 — 2010
B.S., Accounting, Spanish
KPMG September 2011 - Present
At A Glance Software September 2010 - June 2011
Siena College September 2006 - May 2011
Leon Halpert September 2008 - May 2010
State Street Bank June 2009 - August 2009
State Street Corporation June 2009 - August 2009
Danversport Yacht Club May 2007 - August 2007
Skills
Management, Access, Training, Accounting, Microsoft Excel, Accounts Payable, PowerPoint, Customer Service, Bloomberg, Microsoft Word, Portfolio Management, Mutual Funds, Trading
Education
Siena College 2010 — 2011
Master's, Accounting
Siena College 2007 — 2011
Master of Science (M.S.), Accounting
Siena College 2006 — 2010
B.S., Accounting, Spanish
David Dupras's State Street Bank Experience July 2011 - November 2012
Job Account Manager at State Street Bank
Industry Financial Services
Experience
State Street Mutual Fund Services Account ManagerState Street BankNovember 2012 - Present
State Street Bank July 2011 - November 2012
State Street Bank August 2009 - July 2011
Education
Southern New Hampshire University 2005 — 2008
BA, Account/Finance
State Street Mutual Fund Services Account ManagerState Street BankNovember 2012 - Present
State Street Bank July 2011 - November 2012
State Street Bank August 2009 - July 2011
Education
Southern New Hampshire University 2005 — 2008
BA, Account/Finance
Lee Weisser-Greenbaum's State Street Bank Experience November 2005 - Present
Job Senior Custody Specialist at State Street Bank
Industry Financial Services
Experience
State Street Bank November 2005 - Present
Education
Skidmore College 1998 — 2002
BS, Education
State Street Bank November 2005 - Present
Education
Skidmore College 1998 — 2002
BS, Education
Gina Piccirilli's State Street Bank Experience September 1997 - Present
Job Manager of Mutual Fund Compliance at State Street Bank
Industry Financial Services
Experience
State Street Bank September 1997 - Present
State Street Bank February 2006 - September 2007
Investors Bank and Trust June 2004 - February 2006
Pioneer InvestmentsShareholder Services February 2003 - June 2004
Education
Southern New Hampshire University 1998 — 2002
Bachelor of Science Degree, Business Administration
State Street Bank September 1997 - Present
State Street Bank February 2006 - September 2007
Investors Bank and Trust June 2004 - February 2006
Pioneer InvestmentsShareholder Services February 2003 - June 2004
Education
Southern New Hampshire University 1998 — 2002
Bachelor of Science Degree, Business Administration
Angelo Proscino's State Street Bank Experience June 1994 - April 1996
Job Manager Treasury Operations at ANN INC.
Industry Executive Office
Experience
ANN INC. March 2012 - Present
Crane Co. March 2000 - March 2012
Warnaco May 1998 - March 2000
Caldor Corporation April 1996 - May 1998
State Street Bank June 1994 - April 1996
Education
Southern Connecticut State University 1989 — 1994
BS, Finance
ANN INC. March 2012 - Present
Crane Co. March 2000 - March 2012
Warnaco May 1998 - March 2000
Caldor Corporation April 1996 - May 1998
State Street Bank June 1994 - April 1996
Education
Southern Connecticut State University 1989 — 1994
BS, Finance
Dylan Lynn's State Street Bank Experience October 2011 - February 2013
Job Consultant at ProNexus, LLC
Industry Accounting
Experience
ProNexus, LLC May 2015 - Present
Admirals Bank February 2013 - May 2015
State Street Bank October 2011 - February 2013
Vantage Deluxe World Travel September 2010 - October 2010
Cutie Pharma-Care, Inc April 2006 - September 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, Database Administration, Insurance, Temporary Placement, Recruiting, File Management, Accounting, Financial Analysis, Financial Reporting, Bloomberg Terminal, Microsoft Office, Outlook, Access, Human Resources
Education
Siena College 2008 — 2010
Bachelor of Science (B.S.), Accounting
CEFAM University 2009 — 2009
Study Abroad, Business Management
State University of New York - System 2006 — 2008
Associate of Science (A.S.), Business Administration
ProNexus, LLC May 2015 - Present
Admirals Bank February 2013 - May 2015
State Street Bank October 2011 - February 2013
Vantage Deluxe World Travel September 2010 - October 2010
Cutie Pharma-Care, Inc April 2006 - September 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, Database Administration, Insurance, Temporary Placement, Recruiting, File Management, Accounting, Financial Analysis, Financial Reporting, Bloomberg Terminal, Microsoft Office, Outlook, Access, Human Resources
Education
Siena College 2008 — 2010
Bachelor of Science (B.S.), Accounting
CEFAM University 2009 — 2009
Study Abroad, Business Management
State University of New York - System 2006 — 2008
Associate of Science (A.S.), Business Administration
Elisabeth Pahler's State Street Bank Experience May 2010 - August 2012
Job Associate at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors August 2012 - Present
State Street Bank May 2010 - August 2012
State Street Bank January 2008 - May 2010
Skills
Mutual Funds, Equities, Financial Services
Education
St. Lawrence University 2003 — 2007
BS, Mathematics-Economics, Statistics
State Street Global Advisors August 2012 - Present
State Street Bank May 2010 - August 2012
State Street Bank January 2008 - May 2010
Skills
Mutual Funds, Equities, Financial Services
Education
St. Lawrence University 2003 — 2007
BS, Mathematics-Economics, Statistics
Larry Harris's State Street Bank Experience January 1997 - January 1999
Job CRM Project Manager at Pitney Bowes
Industry Financial Services
Experience
Pitney Bowes August 2013 - Present
Prudential Financial January 2006 - August 2013
Prudential Financial January 2005 - January 2006
Prudential Financial April 2002 - January 2005
DSL.Net Inc January 2000 - April 2002
Parametric Technology January 1999 - January 2000
State Street Bank January 1997 - January 1999
Skills
Microsoft Office, Microsoft Excel, Research, Windows, Salesforce.com, Agile & Waterfall..., Cloud Computing, Accounting, Financial Reporting, Project Management, Management
Education
Southern Connecticut State University
Bachelor of Science, Sociology
Pitney Bowes August 2013 - Present
Prudential Financial January 2006 - August 2013
Prudential Financial January 2005 - January 2006
Prudential Financial April 2002 - January 2005
DSL.Net Inc January 2000 - April 2002
Parametric Technology January 1999 - January 2000
State Street Bank January 1997 - January 1999
Skills
Microsoft Office, Microsoft Excel, Research, Windows, Salesforce.com, Agile & Waterfall..., Cloud Computing, Accounting, Financial Reporting, Project Management, Management
Education
Southern Connecticut State University
Bachelor of Science, Sociology
Jessica Corkum's State Street Bank Experience May 2011 - October 2012
Job Account Executive at MMB
Industry Financial Services
Experience
Toth + Co September 2015 - Present
MMB September 2012 - September 2015
State Street Bank May 2011 - October 2012
Northwestern Mutual May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Finance, Microsoft Word, Time Management, Financial Analysis, Leadership, Sales, Customer Service
Education
Siena College 2007 — 2011
B.S, Finance
Toth + Co September 2015 - Present
MMB September 2012 - September 2015
State Street Bank May 2011 - October 2012
Northwestern Mutual May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Finance, Microsoft Word, Time Management, Financial Analysis, Leadership, Sales, Customer Service
Education
Siena College 2007 — 2011
B.S, Finance
Alan Staley's State Street Bank Experience November 2012 - Present
Job Project Manager at TEKsystems
Industry Information Technology and Services
Experience
Amica Mutual Insurance March 2015 - Present
Dell June 2013 - Present
State Street Bank November 2012 - Present
MetLife March 2011 - Present
TEKsystems March 2014 - March 2015
MetLife November 2000 - March 2009
Dell Perot Systems 1999 - 2000
Harvard Pilgrim Health Care March 1995 - June 1999
PROFESSIONAL PRACTICE MANAGEMENT April 1992 - February 1995
Skills
Account Management, SDLC, Vendor Management, Visio, Process Improvement, Customer Relations, MS Project, Lotus Notes, Insurance, Outlook, Excel, Program Management, Project Planning, Microsoft Excel, Project Management, PMO, SharePoint, Business Process
Education
State University of New York at Delhi 1976 — 1979
Construction
Waterville Central School 1972 — 1976
Amica Mutual Insurance March 2015 - Present
Dell June 2013 - Present
State Street Bank November 2012 - Present
MetLife March 2011 - Present
TEKsystems March 2014 - March 2015
MetLife November 2000 - March 2009
Dell Perot Systems 1999 - 2000
Harvard Pilgrim Health Care March 1995 - June 1999
PROFESSIONAL PRACTICE MANAGEMENT April 1992 - February 1995
Skills
Account Management, SDLC, Vendor Management, Visio, Process Improvement, Customer Relations, MS Project, Lotus Notes, Insurance, Outlook, Excel, Program Management, Project Planning, Microsoft Excel, Project Management, PMO, SharePoint, Business Process
Education
State University of New York at Delhi 1976 — 1979
Construction
Waterville Central School 1972 — 1976
John Robichaud's State Street Bank Experience December 2012 - Present
Job Senior Associate at State Street Bank
Industry Financial Services
Experience
State Street Bank December 2012 - Present
State Street Bank August 2011 - December 2012
State Street Bank October 2010 - August 2011
St. John's University September 2006 - May 2010
Skills
Fund Accounting, Bloomberg, Mutual Funds, Fund Of Funds, Hedge Funds, Microsoft Excel, Mark to Market, Derivatives, Options, Equities, Equity Derivatives, Fixed Income, Securities, Bloomberg Terminal
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2010
Bachelor of Science, Management
Bishop Hendricken High School 2002 — 2006
State Street Bank December 2012 - Present
State Street Bank August 2011 - December 2012
State Street Bank October 2010 - August 2011
St. John's University September 2006 - May 2010
Skills
Fund Accounting, Bloomberg, Mutual Funds, Fund Of Funds, Hedge Funds, Microsoft Excel, Mark to Market, Derivatives, Options, Equities, Equity Derivatives, Fixed Income, Securities, Bloomberg Terminal
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2010
Bachelor of Science, Management
Bishop Hendricken High School 2002 — 2006
Howard Hurlich's State Street Bank Experience August 2000 - Present
Job Assistant Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank August 2000 - Present
Skills
Exchange traded funds, Fixed Income Products, ETFs, Fixed Income, Fund Accounting, Mutual Funds, Bloomberg, Fund Administration, Global Custody, Derivatives, Corporate Actions, Bonds, Hedge Funds, Equities, Financial Services, Securities, Settlement, Asset Management, Investments
Education
Slippery Rock University of Pennsylvania 1995 — 2000
Business Management
State Street Bank August 2000 - Present
Skills
Exchange traded funds, Fixed Income Products, ETFs, Fixed Income, Fund Accounting, Mutual Funds, Bloomberg, Fund Administration, Global Custody, Derivatives, Corporate Actions, Bonds, Hedge Funds, Equities, Financial Services, Securities, Settlement, Asset Management, Investments
Education
Slippery Rock University of Pennsylvania 1995 — 2000
Business Management
Glorivet Peralta's State Street Bank Experience January 2012 - November 2012
Job Treasury Analyst at Fresenius Medical Care
Industry Financial Services
Experience
WinnCompanies February 2015 - Present
Fresenius Medical Care November 2012 - February 2015
State Street Bank January 2012 - November 2012
Putnam Investments February 2007 - October 2010
Skills
Mutual Funds, Customer Relations, Call Center, Sales Support, Microsoft Excel, Access, PowerPoint, Outlook, Microsoft Word, Investments, Banking, Process Improvement, Call Centers, Accounting, Customer Service, Financial Services, Finance, Cash Management, bank analysis, Forecasting, Treasury, Portfolio Management, Corporate Finance, Cash Flow, Account Reconciliation, Analysis, Loans, Management, Financial Analysis
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Massachusetts at Lowell 2009 — 2011
BSBA, Corporate Finance
Methuen High School
WinnCompanies February 2015 - Present
Fresenius Medical Care November 2012 - February 2015
State Street Bank January 2012 - November 2012
Putnam Investments February 2007 - October 2010
Skills
Mutual Funds, Customer Relations, Call Center, Sales Support, Microsoft Excel, Access, PowerPoint, Outlook, Microsoft Word, Investments, Banking, Process Improvement, Call Centers, Accounting, Customer Service, Financial Services, Finance, Cash Management, bank analysis, Forecasting, Treasury, Portfolio Management, Corporate Finance, Cash Flow, Account Reconciliation, Analysis, Loans, Management, Financial Analysis
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Massachusetts at Lowell 2009 — 2011
BSBA, Corporate Finance
Methuen High School
Denise Weiner's State Street Bank Experience 2010 - 2011
Job Staff Accountant at American European Insurance Group
Industry
Experience
A. Richard Aitken Jr. Builder Contractor October 2013 - Present
Interactive Advisory Software July 2013 - October 2013
American European Insurance Group February 2011 - July 2013
State Street Bank 2010 - 2011
Skills
Account Reconciliation, Fund Accounting, General Ledger, Accounting, GAAP
Education
Stockton University 2008 — 2009
BS, Accounting
A. Richard Aitken Jr. Builder Contractor October 2013 - Present
Interactive Advisory Software July 2013 - October 2013
American European Insurance Group February 2011 - July 2013
State Street Bank 2010 - 2011
Skills
Account Reconciliation, Fund Accounting, General Ledger, Accounting, GAAP
Education
Stockton University 2008 — 2009
BS, Accounting
Stephen St.John's State Street Bank Experience August 2013 - November 2013
Job WWTP Operator at Woodard & Curran
Industry Consumer Services
Experience
Woodard & Curran January 2015 - Present
Town of Monson, MA February 2014 - January 2015
State Street Bank August 2013 - November 2013
Town of West Springfield December 2012 - July 2013
United Bank May 2002 - February 2011
Skills
Loans, Banking, Credit, Customer Service, Retail Banking, Customer Retention, Time Management, Microsoft Excel, Cash Management, Cross Selling, Data Entry, Telephone Skills, Massachsuetts Municipal..., Deposits, Customer Satisfaction, Accounting, Finance, Microsoft Office
Education
Westfield State University 2011 — 2013
Bachelor of Science, Environmental Science
Springfield Technical Community College 1997 — 1999
Associates Degree of Science, Finance
Springfield Technical Community College 1987 — 1989
Associates Degree of Science, Tele-Communications
E.L 1979 — 1983
High School
Woodard & Curran January 2015 - Present
Town of Monson, MA February 2014 - January 2015
State Street Bank August 2013 - November 2013
Town of West Springfield December 2012 - July 2013
United Bank May 2002 - February 2011
Skills
Loans, Banking, Credit, Customer Service, Retail Banking, Customer Retention, Time Management, Microsoft Excel, Cash Management, Cross Selling, Data Entry, Telephone Skills, Massachsuetts Municipal..., Deposits, Customer Satisfaction, Accounting, Finance, Microsoft Office
Education
Westfield State University 2011 — 2013
Bachelor of Science, Environmental Science
Springfield Technical Community College 1997 — 1999
Associates Degree of Science, Finance
Springfield Technical Community College 1987 — 1989
Associates Degree of Science, Tele-Communications
E.L 1979 — 1983
High School
Wan Tseng's State Street Bank Experience March 2008 - September 2010
Job Account manager at State Street Bank
Industry Financial Services
Experience
State Street May 2011 - Present
BNY Mellon October 2010 - May 2011
State Street Bank March 2008 - September 2010
Skills
Mutual Funds, Financial Services, Equities, Bloomberg, Investments, Portfolio Management, Banking, Derivatives, Financial Analysis, Relationship Management, Securities, Real Estate License, Futures
Education
University of Massachusetts Boston 2001 — 2005
Bachelor's degree, Economics; japanese
Sophia University 2002 — 2003
Study Aboard, Economics; Japenese
State Street May 2011 - Present
BNY Mellon October 2010 - May 2011
State Street Bank March 2008 - September 2010
Skills
Mutual Funds, Financial Services, Equities, Bloomberg, Investments, Portfolio Management, Banking, Derivatives, Financial Analysis, Relationship Management, Securities, Real Estate License, Futures
Education
University of Massachusetts Boston 2001 — 2005
Bachelor's degree, Economics; japanese
Sophia University 2002 — 2003
Study Aboard, Economics; Japenese
Daniel Huenink's State Street Bank Experience April 2000 - June 2003
Job IT Technical | Network Engineer at Nelnet
Industry Information Technology and Services
Experience
Nelnet Inc December 2011 - Present
Missouri National Guard December 2004 - January 2012
Missouri National Guard October 2003 - December 2004
Missouri National Guard June 2003 - October 2003
State Street Bank April 2000 - June 2003
City of Lincoln, Nebraska December 1997 - April 2000
Skills
Servers, Troubleshooting, Network Administration, Active Directory, Firewalls, Cisco Technologies, System Administration, Disaster Recovery, Security, VPN, Microsoft SQL Server, Databases, Technical Support, SharePoint, Group Policy, Networking, Computer Security, Network Security, Information Security, Information Security..., Microsoft Exchange, VMware, Windows Server
Education
Southeast Community College 1995 — 1997
Associates in Applied Science, Computer Programming
Nelnet Inc December 2011 - Present
Missouri National Guard December 2004 - January 2012
Missouri National Guard October 2003 - December 2004
Missouri National Guard June 2003 - October 2003
State Street Bank April 2000 - June 2003
City of Lincoln, Nebraska December 1997 - April 2000
Skills
Servers, Troubleshooting, Network Administration, Active Directory, Firewalls, Cisco Technologies, System Administration, Disaster Recovery, Security, VPN, Microsoft SQL Server, Databases, Technical Support, SharePoint, Group Policy, Networking, Computer Security, Network Security, Information Security, Information Security..., Microsoft Exchange, VMware, Windows Server
Education
Southeast Community College 1995 — 1997
Associates in Applied Science, Computer Programming
Raymond Tu's State Street Bank Experience 1998 - 2011
Job null Professional
Industry Financial Services
Asmin Omerovic's State Street Bank Experience 2008 - 2011
Job PhD student at Johns Hopkins University
Industry Higher Education
Experience
State Street Bank 2008 - 2011
Education
The Johns Hopkins University 2014 — 2019
Doctor of Philosophy (Ph.D.), Medieval History
University of New Hampshire 2011 — 2013
Medieval History
Southern New Hampshire University
Finance
State Street Bank 2008 - 2011
Education
The Johns Hopkins University 2014 — 2019
Doctor of Philosophy (Ph.D.), Medieval History
University of New Hampshire 2011 — 2013
Medieval History
Southern New Hampshire University
Finance
Julie Olmedo's State Street Bank Experience November 2001 - August 2008
Job Sr. Buyer / Sr. Admin Assistant at Suffolk County Sheriff's Department
Industry Financial Services
Experience
Suffolk County Sheriff's Department June 2011 - Present
Suffolk County Sheriff's Department August 2008 - June 2011
State Street Bank November 2001 - August 2008
Bank of Boston July 1982 - August 2000
Skills
Banking, Credit, MS Office, Account Reconciliation, Accounts Payable, Budgets, Training, Software Documentation, Microsoft Office, Marketing Strategy
Education
University of Wisconsin-Eau Claire 1977 — 1982
Bachelor of Arts (B.A.), Interpersonal Communication
上智大学 / Sophia University 1979 — 1980
Topical Minor, Far East Asia Studies
Suffolk County Sheriff's Department June 2011 - Present
Suffolk County Sheriff's Department August 2008 - June 2011
State Street Bank November 2001 - August 2008
Bank of Boston July 1982 - August 2000
Skills
Banking, Credit, MS Office, Account Reconciliation, Accounts Payable, Budgets, Training, Software Documentation, Microsoft Office, Marketing Strategy
Education
University of Wisconsin-Eau Claire 1977 — 1982
Bachelor of Arts (B.A.), Interpersonal Communication
上智大学 / Sophia University 1979 — 1980
Topical Minor, Far East Asia Studies
Lindsay Becker's State Street Bank Experience August 2005 - Present
Job Client Service Manager at State Street Bank
Industry Financial Services
Experience
State Street Bank August 2005 - Present
Education
SUNY Brockport 1998 — 2002
BS Business Administration, Finance, Management
State Street Bank August 2005 - Present
Education
SUNY Brockport 1998 — 2002
BS Business Administration, Finance, Management
Richard Dee Harris's State Street Bank Experience December 1992 - November 1994
Job Product Manager/Senior Calling OfficerRelationship Manager
Industry Financial Services
Experience
Retired March 2009 - May 2013
Bentley Financial April 2004 - February 2009
Arcadia Capital Markets March 2000 - December 2004
Arcadia Group February 1995 - December 2000
State Street Bank December 1992 - November 1994
Merrill Lynch March 1991 - July 1992
Corporate Advisory Financial Services December 1989 - February 1991
Citizens Commercial Leasing Corporation January 1989 - November 1989
Union Bank April 1986 - November 1988
Union Bank January 1985 - April 1986
Skills
Business Planning, Development of..., Contract Negotiation, Marketing Strategy, Identification of New..., Start-ups, Finance, Marketing, Sales, Financial Services, Banking, Portfolio Management, Investments
Education
UCLA Anderson School of Management 1975 — 1977
Master of Business Administration (M.B.A.), Finance/Corporate Planning
San Jose State University
Master of Arts (M.A.), Psychology (Social)
San Jose State University
Bachelor of Arts (B.A.), Psychology (Industrial)
Retired March 2009 - May 2013
Bentley Financial April 2004 - February 2009
Arcadia Capital Markets March 2000 - December 2004
Arcadia Group February 1995 - December 2000
State Street Bank December 1992 - November 1994
Merrill Lynch March 1991 - July 1992
Corporate Advisory Financial Services December 1989 - February 1991
Citizens Commercial Leasing Corporation January 1989 - November 1989
Union Bank April 1986 - November 1988
Union Bank January 1985 - April 1986
Skills
Business Planning, Development of..., Contract Negotiation, Marketing Strategy, Identification of New..., Start-ups, Finance, Marketing, Sales, Financial Services, Banking, Portfolio Management, Investments
Education
UCLA Anderson School of Management 1975 — 1977
Master of Business Administration (M.B.A.), Finance/Corporate Planning
San Jose State University
Master of Arts (M.A.), Psychology (Social)
San Jose State University
Bachelor of Arts (B.A.), Psychology (Industrial)
Chad Biruk's State Street Bank Experience March 2001 - October 2003
Job Transportation Manager
Industry Package/Freight Delivery
Experience
A. Duie Pyle, Inc. September 2014 - Present
FedEx Express August 2003 - September 2014
State Street Bank March 2001 - October 2003
Skills
Transportation, Air Freight, Transportation..., Logistics, Freight, Warehousing, Operations Management, 3PL, Logistics Management, Shipping, Supply Chain Management, International Logistics, Supply Chain, Warehouse Management, Customs Regulations, Process Improvement, Distribution Center..., Reverse Logistics, Project Management, Hiring, Human Resources, Employee Relations, Employee Benefits, Employee Training, Performance Management, Performance Improvement
Education
Southern New Hampshire University 1995 — 1999
Bachelor of Science, International Business
A. Duie Pyle, Inc. September 2014 - Present
FedEx Express August 2003 - September 2014
State Street Bank March 2001 - October 2003
Skills
Transportation, Air Freight, Transportation..., Logistics, Freight, Warehousing, Operations Management, 3PL, Logistics Management, Shipping, Supply Chain Management, International Logistics, Supply Chain, Warehouse Management, Customs Regulations, Process Improvement, Distribution Center..., Reverse Logistics, Project Management, Hiring, Human Resources, Employee Relations, Employee Benefits, Employee Training, Performance Management, Performance Improvement
Education
Southern New Hampshire University 1995 — 1999
Bachelor of Science, International Business
Elizabeth Quersher's State Street Bank Experience November 2012 - Present
Job Client Service Officer for Family Offices at State Street Bank
Industry Financial Services
Experience
State Street Bank November 2012 - Present
State Street Bank June 2010 - November 2012
State Street Bank October 2008 - June 2010
State Street Bank January 1999 - October 2008
RAYMOND J GREY JUNIOR H.S January 1996 - January 1999
Education
Springfield College 1992 — 1996
Bachelor of Science (BS), Psychology
State Street Bank November 2012 - Present
State Street Bank June 2010 - November 2012
State Street Bank October 2008 - June 2010
State Street Bank January 1999 - October 2008
RAYMOND J GREY JUNIOR H.S January 1996 - January 1999
Education
Springfield College 1992 — 1996
Bachelor of Science (BS), Psychology
Ashley Sanborn's State Street Bank Experience 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
State Street Bank 2009 - Present
Skills
Fund Accounting, Mutual Funds, Bloomberg, Financial Analysis, Securities, Fixed Income, Equities, Hedge Funds, Fund Administration, Financial Reporting, Financial Services, Account Reconciliation, Accounting, Investments, Corporate Actions, Financial Modeling, Asset Management, Finance, Banking
Education
Southern New Hampshire University 2005 — 2009
Bachelor's degree, Business Administration and Management, General
State Street Bank 2009 - Present
Skills
Fund Accounting, Mutual Funds, Bloomberg, Financial Analysis, Securities, Fixed Income, Equities, Hedge Funds, Fund Administration, Financial Reporting, Financial Services, Account Reconciliation, Accounting, Investments, Corporate Actions, Financial Modeling, Asset Management, Finance, Banking
Education
Southern New Hampshire University 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Guthrie Falzone's State Street Bank Experience
Job Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank
Skills
Fixed Income, Equities, Mutual Funds, Securities, Bloomberg, Derivatives, Financial Services, Hedge Funds, Investments, Capital Markets, Banking
Education
St. Lawrence University
Bachelor's degree, Government and Economics
State Street Bank
Skills
Fixed Income, Equities, Mutual Funds, Securities, Bloomberg, Derivatives, Financial Services, Hedge Funds, Investments, Capital Markets, Banking
Education
St. Lawrence University
Bachelor's degree, Government and Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.