State Street Bank
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Assets under management: 2.782 trillion USD (2017) Headquarters: Boston, Massachusetts, United States Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4,182 State Street Bank employees in database. Find out everything there's to know about State Street Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Bank Employees
Employee
Years
Job
Industry
Amelia Campbell Matton, MBA Amelia Campbell Matton, MBA's State Street Bank Experience June 2006 - November 2009
Job Associate Client Service at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
State Street Alternative Investment Solutions February 2013 - August 2014
BNY Mellon August 2011 - February 2013
State Street Alternative Investment Solutions November 2009 - September 2011
State Street Bank June 2006 - November 2009
Investors Bank and Trust 2006 - 2007
Skills
Financial Analysis, Mutual Funds, Financial Reporting, Financial Statements, Alternative Investments, Equities, Bloomberg, Financial Services, Fixed Income, Investments, Microsoft Excel, PowerPoint, Fund Accounting, Banking, Social Media Strategist, Marketing for Small..., Event Planning, Leadership, Organizing, Problem Solving, Personal Development, Organizational..., Regulatory Filings, Hedge Accounting, Hedge Funds, Valuation, Account Reconciliation, Analysis, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2007 — 2011
MBA, Business Administration & Finance
University of Massachusetts, Amherst 2003 — 2006
BA, English, Economics
Brown Brothers Harriman August 2014 - Present
State Street Alternative Investment Solutions February 2013 - August 2014
BNY Mellon August 2011 - February 2013
State Street Alternative Investment Solutions November 2009 - September 2011
State Street Bank June 2006 - November 2009
Investors Bank and Trust 2006 - 2007
Skills
Financial Analysis, Mutual Funds, Financial Reporting, Financial Statements, Alternative Investments, Equities, Bloomberg, Financial Services, Fixed Income, Investments, Microsoft Excel, PowerPoint, Fund Accounting, Banking, Social Media Strategist, Marketing for Small..., Event Planning, Leadership, Organizing, Problem Solving, Personal Development, Organizational..., Regulatory Filings, Hedge Accounting, Hedge Funds, Valuation, Account Reconciliation, Analysis, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2007 — 2011
MBA, Business Administration & Finance
University of Massachusetts, Amherst 2003 — 2006
BA, English, Economics
Sean P. Slater, PMP Sean P. Slater, PMP's State Street Bank Experience 1991 - 1995
Job Senior Project Manager, Solution Delivery: PI Technology
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments March 2006 - December 2011
Fidelity Investments November 2004 - March 2006
Bank of America May 1996 - May 2004
State Street Bank 1991 - 1995
Skills
Process Improvement, Six Sigma, Project Management, PMP, Project Portfolio..., Project Planning, Analysis, Business Analysis, Business Process, Strategy, IT Strategy, Leadership, Financial Services, Management, Strategic Planning, Cross-functional Team..., Agile Methodologies, Analytics, Vendor Management, Portfolio Management, Risk Management, Change Management, Program Management, Mergers & Acquisitions, SDLC, Business Process..., PMO, Software Project..., Visio
Education
Suffolk University - Sawyer School of Management 2002 — 2004
MBA, Process Transformation
Stonehill College 1987 — 1991
BS in Bus Admin, Major: Marketing / IT
Fidelity Investments January 2012 - Present
Fidelity Investments March 2006 - December 2011
Fidelity Investments November 2004 - March 2006
Bank of America May 1996 - May 2004
State Street Bank 1991 - 1995
Skills
Process Improvement, Six Sigma, Project Management, PMP, Project Portfolio..., Project Planning, Analysis, Business Analysis, Business Process, Strategy, IT Strategy, Leadership, Financial Services, Management, Strategic Planning, Cross-functional Team..., Agile Methodologies, Analytics, Vendor Management, Portfolio Management, Risk Management, Change Management, Program Management, Mergers & Acquisitions, SDLC, Business Process..., PMO, Software Project..., Visio
Education
Suffolk University - Sawyer School of Management 2002 — 2004
MBA, Process Transformation
Stonehill College 1987 — 1991
BS in Bus Admin, Major: Marketing / IT
Jane Mancini Jane Mancini's State Street Bank Experience January 2014 - Present
Job SVP, Asset Manager Sector Head
Industry Financial Services
Experience
State Street Bank January 2014 - Present
I-Pension LLC January 2006 - January 2014
Rydex Investments 2003 - 2005
Putnam Investments 1999 - 2002
Sun Life Financial (US) Distributors 1997 - 1999
MFS Investment Management 1988 - 1997
Education
Suffolk University 1977 — 1981
BS, Journalism, PR
State Street Bank January 2014 - Present
I-Pension LLC January 2006 - January 2014
Rydex Investments 2003 - 2005
Putnam Investments 1999 - 2002
Sun Life Financial (US) Distributors 1997 - 1999
MFS Investment Management 1988 - 1997
Education
Suffolk University 1977 — 1981
BS, Journalism, PR
Joseph Raduazzo Joseph Raduazzo's State Street Bank Experience March 2010 - Present
Job Associate at State Street Bank
Industry Financial Services
Experience
State Street Bank March 2010 - Present
State Street Bank January 2009 - March 2010
State Street Global Advisors February 2008 - October 2008
Skills
Financial Services, Business Analysis, Management, Auditing, Time Management, Analysis, Banking, Customer Service
Education
Suffolk University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Advertising
State Street Bank March 2010 - Present
State Street Bank January 2009 - March 2010
State Street Global Advisors February 2008 - October 2008
Skills
Financial Services, Business Analysis, Management, Auditing, Time Management, Analysis, Banking, Customer Service
Education
Suffolk University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Advertising
James Beal James Beal's State Street Bank Experience August 2011 - Present
Job Assistant Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank August 2011 - Present
State Street Bank July 2007 - Present
Investors Bank & Trust September 1999 - July 2007
Evergreen Investments 2003 - 2004
EquiServe 1994 - 1999
Skills
Mutual Funds, Corporate Actions, Client Service, Securities, Asset Management, Staff Development, Staff Management, Training, Training Delivery, Hands-on Training, Financial Services, Process Improvement, Trading, Series 63, Alternative Investments, Fixed Income, Middle Office, Fund Administration
Education
Stonehill College 1988 — 1992
BA, English
Bridgewater Raynham Regional High School 1984 — 1988
State Street Bank August 2011 - Present
State Street Bank July 2007 - Present
Investors Bank & Trust September 1999 - July 2007
Evergreen Investments 2003 - 2004
EquiServe 1994 - 1999
Skills
Mutual Funds, Corporate Actions, Client Service, Securities, Asset Management, Staff Development, Staff Management, Training, Training Delivery, Hands-on Training, Financial Services, Process Improvement, Trading, Series 63, Alternative Investments, Fixed Income, Middle Office, Fund Administration
Education
Stonehill College 1988 — 1992
BA, English
Bridgewater Raynham Regional High School 1984 — 1988
Benjamin Pittsley Benjamin Pittsley's State Street Bank Experience 2004 - 2007
Job Business & Finance Consultant
Industry Oil & Energy
Experience
Flatirons Business Solutions 2012 - Present
Great Western Oil & Gas Company 2015 - Present
Newfield Exploration 2012 - 2015
Lombard Odier 2010 - 2012
MFS Investment Management 2007 - 2010
State Street Bank 2004 - 2007
Skills
Valuation, Energy Industry, Financial Statements, Equity Research, Strategic Planning, Asset Management, Corporate Finance, Investment Management, Financial Modeling, Analysis, Finance, Energy
Education
Suffolk University - Sawyer School of Management 2005 — 2007
M.S. Finance, 3.8
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2004
B.S., Finance
Flatirons Business Solutions 2012 - Present
Great Western Oil & Gas Company 2015 - Present
Newfield Exploration 2012 - 2015
Lombard Odier 2010 - 2012
MFS Investment Management 2007 - 2010
State Street Bank 2004 - 2007
Skills
Valuation, Energy Industry, Financial Statements, Equity Research, Strategic Planning, Asset Management, Corporate Finance, Investment Management, Financial Modeling, Analysis, Finance, Energy
Education
Suffolk University - Sawyer School of Management 2005 — 2007
M.S. Finance, 3.8
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2004
B.S., Finance
Janet Marconi Janet Marconi's State Street Bank Experience December 1990 - April 1994
Job Assistant Vice President, Product Management
Industry Financial Services
Experience
John Hancock Financial Services October 2013 - Present
BridgePoint Group, LLC January 2012 - September 2013
Mercer (formerly Putnam Investments) June 2006 - December 2011
Mercer (formerly Putnam Investments) March 2001 - June 2006
Putnam Investments March 2000 - March 2001
Putnam Investments April 1994 - March 2000
State Street Bank December 1990 - April 1994
The Shareholder Services Group (formerly The Boston Company) August 1987 - December 1990
GTE Shareholder Services April 1983 - August 1987
Skills
Employee Benefits, Benefits Administration, Executive Pay, 401k, Defined Contribution, Relationship Management, Defined Benefit, ERISA, Leadership, Management, Outsourcing, Investments, Program Management, Retirement, Financial Services, Project Management, Performance Management, Cross-functional Team..., Human Resources, Pensions
Education
Stonehill College 1978 — 1982
Bachelor of Science, Business Administration, Human Resource Management
John Hancock Financial Services October 2013 - Present
BridgePoint Group, LLC January 2012 - September 2013
Mercer (formerly Putnam Investments) June 2006 - December 2011
Mercer (formerly Putnam Investments) March 2001 - June 2006
Putnam Investments March 2000 - March 2001
Putnam Investments April 1994 - March 2000
State Street Bank December 1990 - April 1994
The Shareholder Services Group (formerly The Boston Company) August 1987 - December 1990
GTE Shareholder Services April 1983 - August 1987
Skills
Employee Benefits, Benefits Administration, Executive Pay, 401k, Defined Contribution, Relationship Management, Defined Benefit, ERISA, Leadership, Management, Outsourcing, Investments, Program Management, Retirement, Financial Services, Project Management, Performance Management, Cross-functional Team..., Human Resources, Pensions
Education
Stonehill College 1978 — 1982
Bachelor of Science, Business Administration, Human Resource Management
Connie Law's State Street Bank Experience August 1998 - February 2002
Job Senior Technology Manager at John Hancock
Industry Information Technology and Services
Experience
John Hancock March 2002 - Present
State Street Bank August 1998 - February 2002
Skills
Business Analysis, Service Delivery..., Vendor Management, Disaster Recovery, Microsoft SQL Server, SDLC, ITIL, SharePoint, IT Service Management, Project Management, Active Directory, SQL, Performance Management, Quality Assurance, Service Delivery, System Monitoring, IT Asset Management, Software Documentation, IT Strategy, Requirements Gathering
Education
Suffolk University 1998 — 2002
BS, Information Technology
John Hancock March 2002 - Present
State Street Bank August 1998 - February 2002
Skills
Business Analysis, Service Delivery..., Vendor Management, Disaster Recovery, Microsoft SQL Server, SDLC, ITIL, SharePoint, IT Service Management, Project Management, Active Directory, SQL, Performance Management, Quality Assurance, Service Delivery, System Monitoring, IT Asset Management, Software Documentation, IT Strategy, Requirements Gathering
Education
Suffolk University 1998 — 2002
BS, Information Technology
Samier Marzouk Samier Marzouk's State Street Bank Experience April 2007 - July 2013
Job Senior Financial Reporting Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
Solid Ventures LLC April 2011 - March 2015
State Street Bank April 2007 - July 2013
Citizens Bank July 2006 - March 2012
Skills
MS (Excel, Word,..., Pricing Systems and..., Languages: English &..., Fund Accounting, Bloomberg, Accounting, Financial Analysis, Banking, Mutual Funds, Bloomberg Terminal, Auditing, Securities, Financial Reporting, Equities, Derivatives, Valuation, Analysis, Tax, Account Reconciliation
Education
Suffolk University 2010 — 2014
Graduate Diploma professional accounting, Accounting and Finance
Suffolk University 2011 — 2013
GDPA, Current
Irbid International University 2001 — 2005
BA, Accounting
Irbid National University, Irbid, Jordan 2001 — 2005
Bachelor, BA Accounting
BNY Mellon July 2013 - Present
Solid Ventures LLC April 2011 - March 2015
State Street Bank April 2007 - July 2013
Citizens Bank July 2006 - March 2012
Skills
MS (Excel, Word,..., Pricing Systems and..., Languages: English &..., Fund Accounting, Bloomberg, Accounting, Financial Analysis, Banking, Mutual Funds, Bloomberg Terminal, Auditing, Securities, Financial Reporting, Equities, Derivatives, Valuation, Analysis, Tax, Account Reconciliation
Education
Suffolk University 2010 — 2014
Graduate Diploma professional accounting, Accounting and Finance
Suffolk University 2011 — 2013
GDPA, Current
Irbid International University 2001 — 2005
BA, Accounting
Irbid National University, Irbid, Jordan 2001 — 2005
Bachelor, BA Accounting
Diane C. Duggan's State Street Bank Experience March 2010 - Present
Job Business Analyst at State Street Bank
Industry Financial Services
Experience
State Street Bank March 2010 - Present
State Street Bank February 2004 - March 2010
State Street Bank April 1999 - February 2004
State Street Bank December 1997 - April 1999
State Street Bank June 1996 - December 1997
Kotin, Crabtree & Strong July 1994 - April 1996
Malloy & Sullivan, Lawyers Professional Corp. February 1994 - July 1994
Shawmut Bank n/k/a Bank of America July 1991 - August 1993
Skills
Process Improvement, Access, Business Analysis, Outlook, PowerPoint, Project Management, Vendor Management, Team Building, Program Management, Financial Services, Microsoft Excel, Public Speaking, Instructional Design, Instructional Technology, Curriculum Design, Learning Management..., Articulate Studio, SharePoint Designer, MS Project, Educational Leadership, Adult Learning Theory, Captivate, Visio, Blended Learning, Distance Learning, Web 2.0, Face-to-face, Course Management..., Blackboard, Virtual Teams, Offshore Outsourcing, Team Management, E-Learning, SDLC, SharePoint, Requirements Gathering, Business Requirements, Risk Management, Fund Accounting, Corporate Actions, Quality Assurance, Mutual Funds
Education
University of Massachusetts Boston 2009 — 2011
MEd, Instructional Design
Notre Dame Academy, Hingham MA
High School
Stonehill College
BA, International Studies/French
University of Massachusetts Boston
MBA, Accounting
State Street Bank March 2010 - Present
State Street Bank February 2004 - March 2010
State Street Bank April 1999 - February 2004
State Street Bank December 1997 - April 1999
State Street Bank June 1996 - December 1997
Kotin, Crabtree & Strong July 1994 - April 1996
Malloy & Sullivan, Lawyers Professional Corp. February 1994 - July 1994
Shawmut Bank n/k/a Bank of America July 1991 - August 1993
Skills
Process Improvement, Access, Business Analysis, Outlook, PowerPoint, Project Management, Vendor Management, Team Building, Program Management, Financial Services, Microsoft Excel, Public Speaking, Instructional Design, Instructional Technology, Curriculum Design, Learning Management..., Articulate Studio, SharePoint Designer, MS Project, Educational Leadership, Adult Learning Theory, Captivate, Visio, Blended Learning, Distance Learning, Web 2.0, Face-to-face, Course Management..., Blackboard, Virtual Teams, Offshore Outsourcing, Team Management, E-Learning, SDLC, SharePoint, Requirements Gathering, Business Requirements, Risk Management, Fund Accounting, Corporate Actions, Quality Assurance, Mutual Funds
Education
University of Massachusetts Boston 2009 — 2011
MEd, Instructional Design
Notre Dame Academy, Hingham MA
High School
Stonehill College
BA, International Studies/French
University of Massachusetts Boston
MBA, Accounting
Timothy Cusack Timothy Cusack's State Street Bank Experience November 2013 - August 2014
Job House Manager at ImprovBoston
Industry Nonprofit Organization Management
Experience
EventTemps April 2012 - Present
ImprovBoston June 2011 - Present
ImprovBoston March 2010 - Present
State Street November 2014 - April 2015
State Street August 2014 - November 2014
State Street Bank November 2013 - August 2014
State Street April 2013 - November 2013
ImprovBoston April 2012 - January 2013
Harvard Law School June 2010 - November 2011
The New England Institute of Art October 2009 - June 2010
Skills
Event Planning, Editing, Event Management, Social Networking, Blogging, Management, Microsoft Excel, Higher Education, Social Media, Fundraising, Facebook, Customer Service, Microsoft Office, Training, Writing, Creative Writing, Arts Administration, Bartending, Teaching, Copy Editing, Ticket Sales, Staff Supervision, Administrative..., Events, Cash Management, Cash Register, House Management, Ticketing Software, Eventbrite, Petty Cash, Account Management, Catering, Youth Mentoring, Volunteer Management, Photoshop, Auditing, Time Management, Acting, Proofreading, Tumblr, Client Services, Student Affairs, WordPress, OS X, Survey Monkey
Education
Stonehill College 2000 — 2004
Bachelor of Arts, English
Braintree High School 1996 — 2000
EventTemps April 2012 - Present
ImprovBoston June 2011 - Present
ImprovBoston March 2010 - Present
State Street November 2014 - April 2015
State Street August 2014 - November 2014
State Street Bank November 2013 - August 2014
State Street April 2013 - November 2013
ImprovBoston April 2012 - January 2013
Harvard Law School June 2010 - November 2011
The New England Institute of Art October 2009 - June 2010
Skills
Event Planning, Editing, Event Management, Social Networking, Blogging, Management, Microsoft Excel, Higher Education, Social Media, Fundraising, Facebook, Customer Service, Microsoft Office, Training, Writing, Creative Writing, Arts Administration, Bartending, Teaching, Copy Editing, Ticket Sales, Staff Supervision, Administrative..., Events, Cash Management, Cash Register, House Management, Ticketing Software, Eventbrite, Petty Cash, Account Management, Catering, Youth Mentoring, Volunteer Management, Photoshop, Auditing, Time Management, Acting, Proofreading, Tumblr, Client Services, Student Affairs, WordPress, OS X, Survey Monkey
Education
Stonehill College 2000 — 2004
Bachelor of Arts, English
Braintree High School 1996 — 2000
Ken Crompton's State Street Bank Experience September 1997 - October 1999
Job Senior Portfolio Manager at Blue Hills Bank
Industry Banking
Experience
Blue Hills Bank July 2014 - Present
Citizens Bank July 2010 - July 2014
Sovereign Bank August 2006 - July 2010
Citizens Bank October 1999 - August 2006
State Street Bank September 1997 - October 1999
State Street 1994 - 1997
Putnam Investments 1991 - 1994
Skills
Commercial Banking, Loans, Credit, Cash Flow, Debt, Portfolio Management, Commercial Lending, Analysis, Management, Credit Analysis, Lines Of Credit, Credit Risk, Small Business Lending, Consumer Lending, Commercial Mortgages, Banking
Education
Suffolk University 1994 — 1997
MS, Finance
Stonehill College 1987 — 1991
BS, Management
Silver Lake Regional High School 1984 — 1987
High School
Blue Hills Bank July 2014 - Present
Citizens Bank July 2010 - July 2014
Sovereign Bank August 2006 - July 2010
Citizens Bank October 1999 - August 2006
State Street Bank September 1997 - October 1999
State Street 1994 - 1997
Putnam Investments 1991 - 1994
Skills
Commercial Banking, Loans, Credit, Cash Flow, Debt, Portfolio Management, Commercial Lending, Analysis, Management, Credit Analysis, Lines Of Credit, Credit Risk, Small Business Lending, Consumer Lending, Commercial Mortgages, Banking
Education
Suffolk University 1994 — 1997
MS, Finance
Stonehill College 1987 — 1991
BS, Management
Silver Lake Regional High School 1984 — 1987
High School
Gretchen Mullaney Gretchen Mullaney's State Street Bank Experience 1992 - 1996
Job Cost Accounting Manager at Insulet Corporation
Industry Medical Devices
Experience
Insulet Corporation November 2006 - Present
3Com September 2003 - November 2006
Abbott Laboratories March 1996 - September 2003
State Street Bank 1992 - 1996
Skills
Accounting, Cost Accounting, Cross-functional Team..., Finance, Financial Analysis, Forecasting, Internal Controls
Education
Stonehill College 1987 — 1991
B.S. Business Administration, Accounting
Insulet Corporation November 2006 - Present
3Com September 2003 - November 2006
Abbott Laboratories March 1996 - September 2003
State Street Bank 1992 - 1996
Skills
Accounting, Cost Accounting, Cross-functional Team..., Finance, Financial Analysis, Forecasting, Internal Controls
Education
Stonehill College 1987 — 1991
B.S. Business Administration, Accounting
Anisa Gjini's State Street Bank Experience September 2011 - December 2011
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
State Street Bank September 2011 - December 2011
The Community Bank June 2011 - September 2011
MRI Network – The Boston Group, April 2010 - August 2010
Skills
Word, Excel, PowerPoint, Albanian, Microsoft Office, Series 7
Education
Stonehill College 2008 — 2012
BSBA, Finance
Fidelity Investments September 2012 - Present
State Street Bank September 2011 - December 2011
The Community Bank June 2011 - September 2011
MRI Network – The Boston Group, April 2010 - August 2010
Skills
Word, Excel, PowerPoint, Albanian, Microsoft Office, Series 7
Education
Stonehill College 2008 — 2012
BSBA, Finance
Dawn Bryanton-Peterson Dawn Bryanton-Peterson's State Street Bank Experience 1998 - 2003
Job Accounting Professional
Industry Accounting
Experience
One Life at a Time January 2011 - Present
Kingstreet Consulting January 2009 - Present
F. Riley Construction Co., Inc. 2004 - 2008
State Street Bank 1998 - 2003
Skills
Microsoft Office 2007, Quickbooks, Peachtree, Timberline, MS Project, Project Implementation, Project Coordination, Payroll, Customer Relations, Supervisory Skills, Managerial Experience
Education
Suffolk University - Sawyer School of Management
BSBA, Accounting
One Life at a Time January 2011 - Present
Kingstreet Consulting January 2009 - Present
F. Riley Construction Co., Inc. 2004 - 2008
State Street Bank 1998 - 2003
Skills
Microsoft Office 2007, Quickbooks, Peachtree, Timberline, MS Project, Project Implementation, Project Coordination, Payroll, Customer Relations, Supervisory Skills, Managerial Experience
Education
Suffolk University - Sawyer School of Management
BSBA, Accounting
Kelley Byrnes-Benkart Kelley Byrnes-Benkart's State Street Bank Experience June 1999 - June 2003
Job Owner, Realty Executives, Tri County
Industry Real Estate
Experience
REALTY EXECUTIVES, TRI COUNTY January 2006 - Present
Century 21 June 2003 - December 2005
State Street Bank June 1999 - June 2003
Skills
Buyer Representation, Corporate Relocation, Construction, Seller Representation, Short Sales, Real Estate, Relocation, Foreclosures, First Time Home Buyers, REO, Sellers, Listings, Condos, Investment Properties, Real Estate Transactions, Residential Homes, Rentals, Single Family Homes, New Home Sales, Referrals, Sales, Buyers, Investors, Townhomes, New Homes, Contract Negotiation, Negotiation, Investments, Move Up Buyers, Leadership, Property Management, Real Estate Development, Marketing, Mortgage Lending, FHA, Luxury, Seniors, National Association of..., HUD, Customer Service, Home Staging, Leases
Education
Stonehill College 1997 — 1999
Bachelor's Degree- BA Liberal Arts, Political Science & Public Administration
Boston Latin School 1989 — 1993
Diploma, General Studies
REALTY EXECUTIVES, TRI COUNTY January 2006 - Present
Century 21 June 2003 - December 2005
State Street Bank June 1999 - June 2003
Skills
Buyer Representation, Corporate Relocation, Construction, Seller Representation, Short Sales, Real Estate, Relocation, Foreclosures, First Time Home Buyers, REO, Sellers, Listings, Condos, Investment Properties, Real Estate Transactions, Residential Homes, Rentals, Single Family Homes, New Home Sales, Referrals, Sales, Buyers, Investors, Townhomes, New Homes, Contract Negotiation, Negotiation, Investments, Move Up Buyers, Leadership, Property Management, Real Estate Development, Marketing, Mortgage Lending, FHA, Luxury, Seniors, National Association of..., HUD, Customer Service, Home Staging, Leases
Education
Stonehill College 1997 — 1999
Bachelor's Degree- BA Liberal Arts, Political Science & Public Administration
Boston Latin School 1989 — 1993
Diploma, General Studies
Judy Ann (Caballero) Dabritz's State Street Bank Experience June 2013 - May 2014
Job Project Specialist at State Street Bank
Industry Investment Management
Experience
State Street Bank June 2013 - May 2014
Bank of America August 2011 - December 2012
Brookline Improvement Coalition, Inc. 2008 - 2010
Bank of America April 2006 - July 2008
Columbia Management July 1996 - March 2006
Brookline Bank February 1990 - July 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Leadership, Project Management
Education
Ellis College, NYIT 2005 — 2007
MBA, Project Management
Suffolk University - Sawyer School of Management 1989 — 2002
BSBA, Finance & Management
State Street Bank June 2013 - May 2014
Bank of America August 2011 - December 2012
Brookline Improvement Coalition, Inc. 2008 - 2010
Bank of America April 2006 - July 2008
Columbia Management July 1996 - March 2006
Brookline Bank February 1990 - July 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Leadership, Project Management
Education
Ellis College, NYIT 2005 — 2007
MBA, Project Management
Suffolk University - Sawyer School of Management 1989 — 2002
BSBA, Finance & Management
Jacob Musman Jacob Musman's State Street Bank Experience January 2014 - Present
Job MBA
Industry Financial Services
Experience
State Street Bank January 2014 - Present
State Street Bank and Trust April 2012 - December 2013
State Street Bank and Trust June 2007 - April 2012
Stonehill College September 2009 - May 2010
Skills
Research, Staff Development, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Report Writing, Spreadsheets, Management, Portfolio Management, Forecasting, Process Improvement, Financial Services, Bloomberg, Customer Service, Microsoft Word, Finance, Financial Analysis, Fixed Income
Education
UMass Boston 2010 — 2014
Masters, Business Administration, 3.59
Stonehill College 2003 — 2007
Bachelor of Arts, Mathematics
State Street Bank January 2014 - Present
State Street Bank and Trust April 2012 - December 2013
State Street Bank and Trust June 2007 - April 2012
Stonehill College September 2009 - May 2010
Skills
Research, Staff Development, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Report Writing, Spreadsheets, Management, Portfolio Management, Forecasting, Process Improvement, Financial Services, Bloomberg, Customer Service, Microsoft Word, Finance, Financial Analysis, Fixed Income
Education
UMass Boston 2010 — 2014
Masters, Business Administration, 3.59
Stonehill College 2003 — 2007
Bachelor of Arts, Mathematics
Mike Ceglie Mike Ceglie's State Street Bank Experience January 2000 - January 2002
Job Clinical Support Specialist at Modern Dental Labratory USA
Industry Hospital & Health Care
Experience
Modern Dental Laboratory USA March 2014 - Present
Philips August 2012 - March 2014
Coram Healthcare September 2011 - August 2012
BAYADA NURSES HOME CARE SPECIALISTS December 2010 - September 2011
Lincare Holdings, Inc June 2006 - December 2010
Lincare Holdings, Inc June 2006 - April 2008
State Street Bank January 2000 - January 2002
Skills
Home Care, Sales Operations, Business Development, Healthcare, Marketing, Medical Devices, Employee Benefits, Hospitals, Managed Care, Account Management, Clinical Research, Cold Calling, Sales, Capital Equipment, Product Launch, Cardiology
Education
WGU
Master of Business Administration (MBA), Health/Health Care Administration/Management
Stonehill College 1996 — 2000
BA, English
Archbishop Williams High School 1992 — 1996
Modern Dental Laboratory USA March 2014 - Present
Philips August 2012 - March 2014
Coram Healthcare September 2011 - August 2012
BAYADA NURSES HOME CARE SPECIALISTS December 2010 - September 2011
Lincare Holdings, Inc June 2006 - December 2010
Lincare Holdings, Inc June 2006 - April 2008
State Street Bank January 2000 - January 2002
Skills
Home Care, Sales Operations, Business Development, Healthcare, Marketing, Medical Devices, Employee Benefits, Hospitals, Managed Care, Account Management, Clinical Research, Cold Calling, Sales, Capital Equipment, Product Launch, Cardiology
Education
WGU
Master of Business Administration (MBA), Health/Health Care Administration/Management
Stonehill College 1996 — 2000
BA, English
Archbishop Williams High School 1992 — 1996
Tykhia Hunter's State Street Bank Experience July 2012 - August 2012
Job Revenue/Audit Intern at MBTA
Industry Music
Experience
MBTA-Design & Construction Department April 2013 - Present
MBTA May 2014 - December 2014
Self-employed November 2012 - January 2013
State Street Bank July 2012 - August 2012
Castle Square Technology Center December 2009 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Networking, Outlook, Event Planning, Tutoring, Leadership
Education
Suffolk University 2013 — 2017
Music History, BA
Josiah Quincy Upper 2006 — 2012
MBTA-Design & Construction Department April 2013 - Present
MBTA May 2014 - December 2014
Self-employed November 2012 - January 2013
State Street Bank July 2012 - August 2012
Castle Square Technology Center December 2009 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Networking, Outlook, Event Planning, Tutoring, Leadership
Education
Suffolk University 2013 — 2017
Music History, BA
Josiah Quincy Upper 2006 — 2012
Dahana Poyau Dahana Poyau's State Street Bank Experience 2011 - Present
Job Officer
Industry Financial Services
Experience
State Street Bank 2011 - Present
State Street Bank 2008 - 2011
State Street June 2007 - August 2008
State Street August 2006 - June 2007
Skills
Derivatives, Financial Analysis, Fund Accounting, Mutual Funds, Nonprofits, Securities, Financial Services, Investments
Education
Suffolk University - Sawyer School of Management 2008 — 2008
Lesley University 2002 — 2006
BS, Management
State Street Bank 2011 - Present
State Street Bank 2008 - 2011
State Street June 2007 - August 2008
State Street August 2006 - June 2007
Skills
Derivatives, Financial Analysis, Fund Accounting, Mutual Funds, Nonprofits, Securities, Financial Services, Investments
Education
Suffolk University - Sawyer School of Management 2008 — 2008
Lesley University 2002 — 2006
BS, Management
David Galetta David Galetta's State Street Bank Experience April 2012 - April 2014
Job Director, Project Management Office at PatientKeeper
Industry Information Technology and Services
Experience
PatientKeeper April 2014 - Present
State Street Bank April 2012 - April 2014
GE Healthcare December 2005 - March 2012
The Revere Group 1997 - December 2005
Skills
Project Management, Process Improvement, Program Management, Change Management, Business Analysis, Business Process..., Vendor Management, Software Project..., Healthcare Information..., Business Intelligence, Healthcare, Team Leadership, MS Project, Team Building, Product Management, Product Development, EHR, EMR, Strategic Planning, Human Resources, Global Human Resources..., Integration
Education
Stonehill College 1987 — 1991
BS, Biology
PatientKeeper April 2014 - Present
State Street Bank April 2012 - April 2014
GE Healthcare December 2005 - March 2012
The Revere Group 1997 - December 2005
Skills
Project Management, Process Improvement, Program Management, Change Management, Business Analysis, Business Process..., Vendor Management, Software Project..., Healthcare Information..., Business Intelligence, Healthcare, Team Leadership, MS Project, Team Building, Product Management, Product Development, EHR, EMR, Strategic Planning, Human Resources, Global Human Resources..., Integration
Education
Stonehill College 1987 — 1991
BS, Biology
Adam Chiango Adam Chiango's State Street Bank Experience October 2006 - November 2012
Job Senior Project Manager at Brigham and Women's Hospital
Industry Financial Services
Experience
Brigham and Women's Hospital November 2012 - Present
State Street Bank October 2006 - November 2012
Skills
Hard Worker, Fast Learner, Multitasker, Self Driven, Self-driven, Leadership, Building Relationships, Accounting, Mutual Funds, Finance, Fund Accounting, Microsoft Word
Education
Suffolk University - Sawyer Business School 2002 — 2006
Bachelors, Business Management/Accounting
Malden Catholic High School
High School Diploma
Brigham and Women's Hospital November 2012 - Present
State Street Bank October 2006 - November 2012
Skills
Hard Worker, Fast Learner, Multitasker, Self Driven, Self-driven, Leadership, Building Relationships, Accounting, Mutual Funds, Finance, Fund Accounting, Microsoft Word
Education
Suffolk University - Sawyer Business School 2002 — 2006
Bachelors, Business Management/Accounting
Malden Catholic High School
High School Diploma
Carolann Perrone Carolann Perrone's State Street Bank Experience June 2011 - Present
Job Corporate Controller at State Street Bank
Industry Banking
Experience
State Street Bank June 2011 - Present
State Street Bank September 2006 - July 2011
State Street Bank July 2001 - August 2006
State Street Bank May 1999 - June 2001
State Street Bank November 1997 - April 1999
State Street Bank July 1995 - October 1997
State Street Bank March 1991 - June 1995
Skills
Financial Services, Securities, Equities, Account Reconciliation, Derivatives, FX Options, Mutual Funds, Cash Management, Bloomberg, Back Office, Fixed Income, Accounting, Finance, Asset Management
Education
Suffolk University 1986 — 1990
Bachelors, Accounting
State Street Bank June 2011 - Present
State Street Bank September 2006 - July 2011
State Street Bank July 2001 - August 2006
State Street Bank May 1999 - June 2001
State Street Bank November 1997 - April 1999
State Street Bank July 1995 - October 1997
State Street Bank March 1991 - June 1995
Skills
Financial Services, Securities, Equities, Account Reconciliation, Derivatives, FX Options, Mutual Funds, Cash Management, Bloomberg, Back Office, Fixed Income, Accounting, Finance, Asset Management
Education
Suffolk University 1986 — 1990
Bachelors, Accounting
Rich Matta's State Street Bank Experience
Job Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank
Skills
Fund Accounting, Fixed Income, Global Custody, Corporate Actions, Asset Management, Mutual Funds, Fund Administration, Securities, Financial Services, Bloomberg, Equities, Professional Services, Hedge Funds, Derivatives, Trading, AML, Investments, Middle Office, Financial Markets, Alternative Investments, FX Options, Capital Markets, Series 7, Cash Management, Trading Systems, Securities Lending, Financial Modeling, Investment Banking, Valuation, Market Data, Foreign Exchange, Financial Risk, Risk Management, Options, Banking, Financial Analysis, Electronic Trading, Essbase, Relationship Management, Investment Management, Financial Reporting, Finance, Fund Of Funds, Corporate Finance, Due Diligence, FX trading, Portfolio Management, Strategic Financial...
Education
Suffolk University
BSBA, Accounting
Suffolk University - Sawyer School of Management
MBA
State Street Bank
Skills
Fund Accounting, Fixed Income, Global Custody, Corporate Actions, Asset Management, Mutual Funds, Fund Administration, Securities, Financial Services, Bloomberg, Equities, Professional Services, Hedge Funds, Derivatives, Trading, AML, Investments, Middle Office, Financial Markets, Alternative Investments, FX Options, Capital Markets, Series 7, Cash Management, Trading Systems, Securities Lending, Financial Modeling, Investment Banking, Valuation, Market Data, Foreign Exchange, Financial Risk, Risk Management, Options, Banking, Financial Analysis, Electronic Trading, Essbase, Relationship Management, Investment Management, Financial Reporting, Finance, Fund Of Funds, Corporate Finance, Due Diligence, FX trading, Portfolio Management, Strategic Financial...
Education
Suffolk University
BSBA, Accounting
Suffolk University - Sawyer School of Management
MBA
Michelle McSweeney (McDonnell)'s State Street Bank Experience August 2007 - January 2009
Job Procurement and Sourcing Professional
Industry Computer Hardware
Experience
Cabot Corporation September 2014 - Present
EMC March 2009 - September 2014
State Street Bank August 2007 - January 2009
State Street April 2006 - August 2007
State Street August 2002 - April 2006
Macromedia June 2000 - April 2002
Skills
Strategic Sourcing, Procurement, Sourcing, Process Improvement, Negotiation, Project Management, Business Strategy, Vendor Management, RFP, Outsourcing, Contract Negotiation, Cross-functional Team..., Strategy, Management, Purchasing
Education
Suffolk University - Sawyer Business School 1993 — 1999
MBA, mangement
Stonehill College 1980 — 1984
BA, psychology
Cabot Corporation September 2014 - Present
EMC March 2009 - September 2014
State Street Bank August 2007 - January 2009
State Street April 2006 - August 2007
State Street August 2002 - April 2006
Macromedia June 2000 - April 2002
Skills
Strategic Sourcing, Procurement, Sourcing, Process Improvement, Negotiation, Project Management, Business Strategy, Vendor Management, RFP, Outsourcing, Contract Negotiation, Cross-functional Team..., Strategy, Management, Purchasing
Education
Suffolk University - Sawyer Business School 1993 — 1999
MBA, mangement
Stonehill College 1980 — 1984
BA, psychology
Kim Gavigan Kim Gavigan's State Street Bank Experience August 1991 - June 2003
Job Business Development Representative at OfficeMax
Industry Real Estate
Experience
Reis Real Estate & Co., Inc. May 2013 - Present
OfficeMax 2013 - 2014
Staples February 2007 - September 2012
DHA Advertising June 2003 - February 2007
State Street Bank August 1991 - June 2003
Skills
Cold Calling, Salesforce.com, Sales Management, Sales, Account Management, New Business Development, Customer Service, Consulting, Real Estate Sales..., Long-term Customer..., Negotiation, Solution Selling, B2B, Sales Presentations, Sales Operations, Key Account Management, Sales Process, CRM, Business Development, Direct Sales, Selling, Advertising, Marketing, Lead Generation, Strategic Planning, Contract Negotiation, Customer Retention
Education
American Real Estate Academy 2013 — 2013
Real Estate
Stonehill College 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
Stonehill College 1987 — 1991
Business Administration- Marketing
Bridgewater 1984 — 1987
Bridgewater-Raynham Regional High School 1982 — 1987
Reis Real Estate & Co., Inc. May 2013 - Present
OfficeMax 2013 - 2014
Staples February 2007 - September 2012
DHA Advertising June 2003 - February 2007
State Street Bank August 1991 - June 2003
Skills
Cold Calling, Salesforce.com, Sales Management, Sales, Account Management, New Business Development, Customer Service, Consulting, Real Estate Sales..., Long-term Customer..., Negotiation, Solution Selling, B2B, Sales Presentations, Sales Operations, Key Account Management, Sales Process, CRM, Business Development, Direct Sales, Selling, Advertising, Marketing, Lead Generation, Strategic Planning, Contract Negotiation, Customer Retention
Education
American Real Estate Academy 2013 — 2013
Real Estate
Stonehill College 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
Stonehill College 1987 — 1991
Business Administration- Marketing
Bridgewater 1984 — 1987
Bridgewater-Raynham Regional High School 1982 — 1987
Tarid Powell, MBA Tarid Powell, MBA's State Street Bank Experience September 2014 - Present
Job Fund Controller at State Street Bank
Industry Accounting
Experience
State Street Bank September 2014 - Present
State Street Bank December 2012 - September 2014
Life Time Fitness November 2007 - July 2011
Bally Total Fitness January 2004 - September 2007
State Street Bank August 1998 - January 2004
City of Boston Treasury Department July 1992 - August 1998
Skills
Accounting, Financial Reporting, Bookkeeping, Staff Development, Staff Management, System Enhancements, Seminar Presentations, Quickbooks, Microsoft Office, Accounts Payable, Accounts Receivable, Account Reconciliation, Budget Analysis, Forecasting, Budgeting, Payroll, Journal Entries, Financial Analysis, Customer Relations, General Ledger, Customer Service, Problem Solving, Financial Management, Analysis, Business Planning, Process Improvement, Team Building, Mentoring, Team Leadership, Financial Accounting, Account Management, Sales Management, Supervisory Skills, Business Management, Business Analysis, Sales Process, Financial Statements, Fitness, Public Speaking, GAAP, Strategic Financial..., Sales, QuickBooks, Microsoft Excel
Education
University of Massachusetts Boston 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
Strayer University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
State Street Bank September 2014 - Present
State Street Bank December 2012 - September 2014
Life Time Fitness November 2007 - July 2011
Bally Total Fitness January 2004 - September 2007
State Street Bank August 1998 - January 2004
City of Boston Treasury Department July 1992 - August 1998
Skills
Accounting, Financial Reporting, Bookkeeping, Staff Development, Staff Management, System Enhancements, Seminar Presentations, Quickbooks, Microsoft Office, Accounts Payable, Accounts Receivable, Account Reconciliation, Budget Analysis, Forecasting, Budgeting, Payroll, Journal Entries, Financial Analysis, Customer Relations, General Ledger, Customer Service, Problem Solving, Financial Management, Analysis, Business Planning, Process Improvement, Team Building, Mentoring, Team Leadership, Financial Accounting, Account Management, Sales Management, Supervisory Skills, Business Management, Business Analysis, Sales Process, Financial Statements, Fitness, Public Speaking, GAAP, Strategic Financial..., Sales, QuickBooks, Microsoft Excel
Education
University of Massachusetts Boston 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
Strayer University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Katie Marino Katie Marino's State Street Bank Experience September 1997 - August 2005
Job Real Estate Agent at Suffolk Real Estate
Industry Real Estate
Experience
Suffolk Real Estate August 2013 - Present
Elizabeth Grady August 2005 - Present
U.S. Bank August 2005 - December 2005
State Street Bank September 1997 - August 2005
Skills
Customer Service, Skin Care, Waxing, Makeup Artistry, Weddings, Retail, Event Planning, Sales, Wellness, Spa, Beauty Industry, Microdermabrasion, Aesthetics, Body Wraps, Marketing
Education
Suffolk University 1993 — 1997
Bachelor of Arts (B.A.), English Language and Literature/Letters
Suffolk Real Estate August 2013 - Present
Elizabeth Grady August 2005 - Present
U.S. Bank August 2005 - December 2005
State Street Bank September 1997 - August 2005
Skills
Customer Service, Skin Care, Waxing, Makeup Artistry, Weddings, Retail, Event Planning, Sales, Wellness, Spa, Beauty Industry, Microdermabrasion, Aesthetics, Body Wraps, Marketing
Education
Suffolk University 1993 — 1997
Bachelor of Arts (B.A.), English Language and Literature/Letters
Michael Biller Michael Biller's State Street Bank Experience March 2006 - August 2007
Job Publisher Development Manager at CJ Affiliate by Conversant
Industry Marketing and Advertising
Experience
CJ Affiliate by Conversant March 2015 - Present
CJ Affiliate by Conversant July 2012 - March 2015
Cartera Commerce, Inc May 2011 - July 2012
e-Dialog August 2010 - April 2011
Granite Telecommunications August 2009 - August 2010
Extraprise August 2007 - May 2009
State Street Bank March 2006 - August 2007
MFS Investment Management January 2005 - March 2006
Skills
Project Management, Account Management, Email Marketing, Affiliate Marketing, E-commerce, Loyalty Programs, Loyalty Marketing, Multi-Channel Commerce, Digital Marketing, Client Service, Marketing Strategy, Database Marketing, Data Analysis, Program Implementation, CRM, Microsoft Office, Mac OS X, Manage Client...
Education
Suffolk University 2000 — 2004
BASA, Marketing
CJ Affiliate by Conversant March 2015 - Present
CJ Affiliate by Conversant July 2012 - March 2015
Cartera Commerce, Inc May 2011 - July 2012
e-Dialog August 2010 - April 2011
Granite Telecommunications August 2009 - August 2010
Extraprise August 2007 - May 2009
State Street Bank March 2006 - August 2007
MFS Investment Management January 2005 - March 2006
Skills
Project Management, Account Management, Email Marketing, Affiliate Marketing, E-commerce, Loyalty Programs, Loyalty Marketing, Multi-Channel Commerce, Digital Marketing, Client Service, Marketing Strategy, Database Marketing, Data Analysis, Program Implementation, CRM, Microsoft Office, Mac OS X, Manage Client...
Education
Suffolk University 2000 — 2004
BASA, Marketing
Jessica Heflin Jessica Heflin's State Street Bank Experience July 2007 - June 2011
Job IT Business Analyst at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services June 2011 - January 2015
State Street Bank July 2007 - June 2011
Denard Insurance October 2004 - July 2007
Skills
Requirements Gathering, Business Analysis, Business Requirements, Requirements Analysis, SharePoint, User Acceptance Testing, Vendor Management, Process Improvement, SQL, Outlook, Lotus Notes, Visio, SDLC, Mutual Funds, Account Reconciliation, Management
Education
Suffolk University 2002 — 2006
Bachelor of Science in Business Administration, International Business
John Hancock Financial Services June 2011 - January 2015
State Street Bank July 2007 - June 2011
Denard Insurance October 2004 - July 2007
Skills
Requirements Gathering, Business Analysis, Business Requirements, Requirements Analysis, SharePoint, User Acceptance Testing, Vendor Management, Process Improvement, SQL, Outlook, Lotus Notes, Visio, SDLC, Mutual Funds, Account Reconciliation, Management
Education
Suffolk University 2002 — 2006
Bachelor of Science in Business Administration, International Business
James Plunkett James Plunkett's State Street Bank Experience April 2009 - February 2012
Job Portfolio Analyst at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management Company LLC June 2015 - Present
Standish Mellon Asset Management Company LLC July 2013 - June 2015
State Street Bank April 2009 - February 2012
Cambridge Associates 2012 - 2012
Skills
Financial Reporting, Manage Client..., Microsoft Excel, PowerPoint, Data Analysis, Fixed Income, Qualitative Research, Ad Hoc Reporting, Bloomberg, CRM, Sales, Marketing
Education
Suffolk University 2004 — 2008
Bachelor of Science (B.S.), Marketing
Wakefield High School 2000 — 2004
High School Diploma
Standish Mellon Asset Management Company LLC June 2015 - Present
Standish Mellon Asset Management Company LLC July 2013 - June 2015
State Street Bank April 2009 - February 2012
Cambridge Associates 2012 - 2012
Skills
Financial Reporting, Manage Client..., Microsoft Excel, PowerPoint, Data Analysis, Fixed Income, Qualitative Research, Ad Hoc Reporting, Bloomberg, CRM, Sales, Marketing
Education
Suffolk University 2004 — 2008
Bachelor of Science (B.S.), Marketing
Wakefield High School 2000 — 2004
High School Diploma
Cathy Bowden's State Street Bank Experience June 1986 - September 1990
Job Assistant Treasurer at City of Revere
Industry Law Practice
Experience
City of Revere October 1990 - Present
State Street Bank June 1986 - September 1990
Skills
Accounting, Finance, Financial Analysis, Account Reconciliation, Financial Reporting, Banking, Accounts Payable, Financial Services, Insurance, Financial Accounting
Education
Suffolk University 1982 — 1986
Bachelor of Science (BS), Business Administration/Accounting
City of Revere October 1990 - Present
State Street Bank June 1986 - September 1990
Skills
Accounting, Finance, Financial Analysis, Account Reconciliation, Financial Reporting, Banking, Accounts Payable, Financial Services, Insurance, Financial Accounting
Education
Suffolk University 1982 — 1986
Bachelor of Science (BS), Business Administration/Accounting
Victor Serpa Victor Serpa's State Street Bank Experience January 2013 - February 2015
Job Inside Account Executive
Industry Information Technology and Services
Experience
SHI International Corp. June 2015 - Present
State Street Bank January 2013 - February 2015
Café Capri May 2010 - December 2013
Ocean Transfer May 2005 - August 2010
TJ Maxx/HomeGoods August 2005 - March 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Leadership, Strategic Planning, Microsoft Word, Sales, Teamwork, Marketing Strategy, Event Management, Problem Solving, Team Leadership, Time Management, Social Networking, Event Planning, Invoicing, Marketing, Advertising, Mutual Funds, Bloomberg, Bloomberg Terminal, Fund Accounting, Customer Service, Management
Education
University of Massachusetts at Lowell 2007 — 2012
Bachelor’s degree, Marketing
Suffolk University
Business
SHI International Corp. June 2015 - Present
State Street Bank January 2013 - February 2015
Café Capri May 2010 - December 2013
Ocean Transfer May 2005 - August 2010
TJ Maxx/HomeGoods August 2005 - March 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Leadership, Strategic Planning, Microsoft Word, Sales, Teamwork, Marketing Strategy, Event Management, Problem Solving, Team Leadership, Time Management, Social Networking, Event Planning, Invoicing, Marketing, Advertising, Mutual Funds, Bloomberg, Bloomberg Terminal, Fund Accounting, Customer Service, Management
Education
University of Massachusetts at Lowell 2007 — 2012
Bachelor’s degree, Marketing
Suffolk University
Business
Jennifer Rodas Jennifer Rodas's State Street Bank Experience October 2012 - February 2014
Job Eaton Vance
Industry Financial Services
Experience
Eaton Vance February 2014 - Present
State Street Bank October 2012 - February 2014
Boston Harbor Hotel August 2011 - January 2012
Skills
Fund Accounting, Account Reconciliation, Financial Analysis, General Ledger, Invoicing, Portfolio Management, Financial Services, Trading, Payments, Bloomberg, Leadership, Corporate Finance, Managerial Finance
Education
Suffolk University 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Massachusetts Boston 2008 — 2012
Bachelor of Science (BS), Finance and Management
Eaton Vance February 2014 - Present
State Street Bank October 2012 - February 2014
Boston Harbor Hotel August 2011 - January 2012
Skills
Fund Accounting, Account Reconciliation, Financial Analysis, General Ledger, Invoicing, Portfolio Management, Financial Services, Trading, Payments, Bloomberg, Leadership, Corporate Finance, Managerial Finance
Education
Suffolk University 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Massachusetts Boston 2008 — 2012
Bachelor of Science (BS), Finance and Management
Lily Leventhal's State Street Bank Experience July 2009 - June 2015
Job Risk, Compliance & Performance Analyst
Industry Financial Services
Experience
State Street Bank July 2009 - June 2015
Bank of America November 2006 - April 2009
Banc of America Investments October 2005 - October 2006
Quick & Reilly August 1998 - April 2005
Skills
Auditing, Compliance, Leadership, Management, Project Management, Team Leadership, Financial Services, Credit, Analysis, Training, Investments, Relationship Management, Banking, Quality Assurance, Risk Management, Finance, Portfolio Management, Coaching, Equities, Recruiting
Education
Suffolk University - Sawyer Business School 1996 — 1998
MBA, Business Administration
State Street Bank July 2009 - June 2015
Bank of America November 2006 - April 2009
Banc of America Investments October 2005 - October 2006
Quick & Reilly August 1998 - April 2005
Skills
Auditing, Compliance, Leadership, Management, Project Management, Team Leadership, Financial Services, Credit, Analysis, Training, Investments, Relationship Management, Banking, Quality Assurance, Risk Management, Finance, Portfolio Management, Coaching, Equities, Recruiting
Education
Suffolk University - Sawyer Business School 1996 — 1998
MBA, Business Administration
Joseph Guiducci's State Street Bank Experience April 2014 - March 2015
Job FX Middle Office Operations
Industry Financial Services
Experience
State Street April 2015 - Present
State Street Bank April 2014 - March 2015
State Street April 2013 - April 2014
Ahlwal II January 2013 - March 2013
Ahlwal-Drywall October 2012 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Access, Teamwork, Accounting, Data Analysis, Financial Analysis, Sales, Research, Bloomberg Terminal, Fund Accounting, Mutual Funds, Analysis
Education
Suffolk University 2008 — 2012
Bachelor's degree, Accounting and Finance
State Street April 2015 - Present
State Street Bank April 2014 - March 2015
State Street April 2013 - April 2014
Ahlwal II January 2013 - March 2013
Ahlwal-Drywall October 2012 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Access, Teamwork, Accounting, Data Analysis, Financial Analysis, Sales, Research, Bloomberg Terminal, Fund Accounting, Mutual Funds, Analysis
Education
Suffolk University 2008 — 2012
Bachelor's degree, Accounting and Finance
Jonathan Gagne Jonathan Gagne's State Street Bank Experience 1993 - 1994
Job Vice President at State Street
Industry Information Technology and Services
Experience
State Street September 2007 - Present
State Street 2003 - 2007
State Street 2000 - 2003
State Street 1998 - 2000
State Street 1996 - 1997
State Street 1995 - 1996
State Street June 1994 - 1995
State Street Bank 1993 - 1994
State Street Bank 1992 - 1993
State Street Bank 1988 - 1992
Skills
SDLC, Financial Services, Software Quality..., Investments, Project Management, Corporate Actions, Software Development..., Process Improvement, Fixed Income, Microsoft Excel, Risk Management, Business Analysis, Testing Practices, Fund Accounting, Equities, Employee Training, Microsoft Word, Testing Process, Lean Fundamentals, Managing Offshore Teams, IT Lean Facilitator, Agile Testing, Agile Project Management, Agile Methodologies
Education
Stonehill College 1983 — 1987
Bachelor of Science in Business Administration (B.S.B.A.), Accounting
Coyle & Cassidy High School 1979 — 1983
State Street September 2007 - Present
State Street 2003 - 2007
State Street 2000 - 2003
State Street 1998 - 2000
State Street 1996 - 1997
State Street 1995 - 1996
State Street June 1994 - 1995
State Street Bank 1993 - 1994
State Street Bank 1992 - 1993
State Street Bank 1988 - 1992
Skills
SDLC, Financial Services, Software Quality..., Investments, Project Management, Corporate Actions, Software Development..., Process Improvement, Fixed Income, Microsoft Excel, Risk Management, Business Analysis, Testing Practices, Fund Accounting, Equities, Employee Training, Microsoft Word, Testing Process, Lean Fundamentals, Managing Offshore Teams, IT Lean Facilitator, Agile Testing, Agile Project Management, Agile Methodologies
Education
Stonehill College 1983 — 1987
Bachelor of Science in Business Administration (B.S.B.A.), Accounting
Coyle & Cassidy High School 1979 — 1983
Rob A. Ferragamo, CISM Rob A. Ferragamo, CISM's State Street Bank Experience 1997 - 2007
Job Vice President, Operations at Gryphon Networks
Industry Computer Software
Experience
Gryphon Networks May 2015 - Present
Courion Corporation July 2014 - April 2015
Courion Corporation July 2011 - July 2014
PROMETRIKA, LLC April 2007 - July 2011
State Street Bank 1997 - 2007
Hybridon, Inc. 1993 - 1996
Coastal Corporation June 1985 - September 1993
Skills
Disaster Recovery, Cloud Computing, Business Continuity, Information Security, Troubleshooting, Information Technology, Management, Security, Technical Support, Networking, Strategy, SaaS, Change Management, Integration, IT Management, Hardware, Data Center, Leadership, Virtualization, Strategic Planning, Telecommunications, Vendor Management, Microsoft Technologies, VMware, Computer System..., Auditing, 21 CFR Part 11, Data Migration, Server Management, Multimedia, System Implementations, IT Compliance, Contract Management, Veeam, vCenter Server, VMware Infrastructure, Facilities Management, International..., Budget Management, Enterprise Software, IT Strategy, Infrastructure, IT Operations, Process Improvement, Project Management, System Deployment, SharePoint, Active Directory, Operating Systems, Windows Server
Education
Western Governors University 2010 — 2011
Master of Science, Information Security and Assurance
Suffolk University 1987 — 1992
BSBA, Management
Gryphon Networks May 2015 - Present
Courion Corporation July 2014 - April 2015
Courion Corporation July 2011 - July 2014
PROMETRIKA, LLC April 2007 - July 2011
State Street Bank 1997 - 2007
Hybridon, Inc. 1993 - 1996
Coastal Corporation June 1985 - September 1993
Skills
Disaster Recovery, Cloud Computing, Business Continuity, Information Security, Troubleshooting, Information Technology, Management, Security, Technical Support, Networking, Strategy, SaaS, Change Management, Integration, IT Management, Hardware, Data Center, Leadership, Virtualization, Strategic Planning, Telecommunications, Vendor Management, Microsoft Technologies, VMware, Computer System..., Auditing, 21 CFR Part 11, Data Migration, Server Management, Multimedia, System Implementations, IT Compliance, Contract Management, Veeam, vCenter Server, VMware Infrastructure, Facilities Management, International..., Budget Management, Enterprise Software, IT Strategy, Infrastructure, IT Operations, Process Improvement, Project Management, System Deployment, SharePoint, Active Directory, Operating Systems, Windows Server
Education
Western Governors University 2010 — 2011
Master of Science, Information Security and Assurance
Suffolk University 1987 — 1992
BSBA, Management
Shamiah Palmer, MBA/MSA's State Street Bank Experience January 2008 - July 2008
Job Internal Auditor at Massachusetts Port Authority
Industry Government Administration
Experience
LA Fitness December 2012 - Present
Massachusetts Port Authority March 2012 - Present
Answer is Fitness formerly Fuzion Sports Club October 2011 - December 2014
AIDS Action Committee October 2008 - March 2012
Federal Reserve Bank of Boston May 2010 - September 2010
State Street Bank January 2008 - July 2008
Eastern Bank May 2006 - August 2006
Skills
Event Planning, Nonprofits, Accounting, PowerPoint, Microsoft Excel, Financial Analysis, Leadership, Budgets, Project Management, Marketing, Microsoft Office, Non-profits, Research, Customer Service, Social Networking, Social Media Marketing, Community Outreach, Management, Social Media, Microsoft Word, Fundraising, Strategic Planning, Data Analysis, Public Speaking, Program Management
Education
Suffolk University - Sawyer School of Management 2009 — 2011
Master of Business Administration (M.B.A.) & Master of Accountancy (M.S.A.)
The College of William and Mary - The Mason School of Business 2003 — 2007
MBA, Marketing and Finance
Boston Latin Academy
LA Fitness December 2012 - Present
Massachusetts Port Authority March 2012 - Present
Answer is Fitness formerly Fuzion Sports Club October 2011 - December 2014
AIDS Action Committee October 2008 - March 2012
Federal Reserve Bank of Boston May 2010 - September 2010
State Street Bank January 2008 - July 2008
Eastern Bank May 2006 - August 2006
Skills
Event Planning, Nonprofits, Accounting, PowerPoint, Microsoft Excel, Financial Analysis, Leadership, Budgets, Project Management, Marketing, Microsoft Office, Non-profits, Research, Customer Service, Social Networking, Social Media Marketing, Community Outreach, Management, Social Media, Microsoft Word, Fundraising, Strategic Planning, Data Analysis, Public Speaking, Program Management
Education
Suffolk University - Sawyer School of Management 2009 — 2011
Master of Business Administration (M.B.A.) & Master of Accountancy (M.S.A.)
The College of William and Mary - The Mason School of Business 2003 — 2007
MBA, Marketing and Finance
Boston Latin Academy
Brian Dalia Brian Dalia's State Street Bank Experience 1998 - 2000
Job Vice President Sales,Broadridge Revenue and Expense Management Solutions
Industry Financial Services
Experience
Bonaire Software, A Broadridge Company November 2009 - Present
Wolters Kluwer Financial Services May 2006 - November 2009
Mellon 2004 - 2006
Thomson 2000 - 2004
State Street Bank 1998 - 2000
Skills
New Business Development, Asset Managment, Investment Management, Business Relationship..., Performance Reporting, Wealth Management, Miller-Heiman Strategic..., Analytics, Leadership, Investments, Asset Management, Management, Relationship Management, Enterprise Software, Selling, SaaS, Business Development, Risk Management, Fixed Income, FINRA, CRM, Financial Services, Sales, Mutual Funds, Equities
Education
Suffolk University - Sawyer School of Management 1990 — 1994
BSBA
Catholic Memorial
Bonaire Software, A Broadridge Company November 2009 - Present
Wolters Kluwer Financial Services May 2006 - November 2009
Mellon 2004 - 2006
Thomson 2000 - 2004
State Street Bank 1998 - 2000
Skills
New Business Development, Asset Managment, Investment Management, Business Relationship..., Performance Reporting, Wealth Management, Miller-Heiman Strategic..., Analytics, Leadership, Investments, Asset Management, Management, Relationship Management, Enterprise Software, Selling, SaaS, Business Development, Risk Management, Fixed Income, FINRA, CRM, Financial Services, Sales, Mutual Funds, Equities
Education
Suffolk University - Sawyer School of Management 1990 — 1994
BSBA
Catholic Memorial
Gregory Hom Gregory Hom's State Street Bank Experience July 2013 - July 2014
Job Fund Accounting
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
State Street July 2014 - June 2015
State Street Bank July 2013 - July 2014
American Express September 2012 - June 2013
Live Nation February 2012 - August 2012
USDA October 2011 - January 2012
CVS Caremark Corporation April 2007 - September 2011
Skills
Customer Service, Process Improvement, Budgets, Management, Time Management, Finance, Sales, Microsoft Excel, Analysis, Accounting, Research, Microsoft Word, Microsoft Office
Education
Suffolk University 2008 — 2012
Bachelor of Science (B.S.), Government - Laws and Policies
J.P. Morgan June 2015 - Present
State Street July 2014 - June 2015
State Street Bank July 2013 - July 2014
American Express September 2012 - June 2013
Live Nation February 2012 - August 2012
USDA October 2011 - January 2012
CVS Caremark Corporation April 2007 - September 2011
Skills
Customer Service, Process Improvement, Budgets, Management, Time Management, Finance, Sales, Microsoft Excel, Analysis, Accounting, Research, Microsoft Word, Microsoft Office
Education
Suffolk University 2008 — 2012
Bachelor of Science (B.S.), Government - Laws and Policies
Joe Urban Joe Urban's State Street Bank Experience February 2014 - Present
Job Structured Products Officer at State Street Bank
Industry Financial Services
Experience
State Street Bank February 2014 - Present
State Street September 2012 - January 2014
State Street June 2011 - September 2012
The Lynch Foundation November 2010 - May 2011
State Street May 2010 - August 2010
Skills
Financial Analysis, Fixed Income, Finance, Bloomberg, Microsoft Excel, Financial Modeling, Investments
Education
Stonehill College 2007 — 2011
Bachelor of Science in Business Administration, Finance
The University of Queensland 2010 — 2010
Bachelor's degree, International Finance
State Street Bank February 2014 - Present
State Street September 2012 - January 2014
State Street June 2011 - September 2012
The Lynch Foundation November 2010 - May 2011
State Street May 2010 - August 2010
Skills
Financial Analysis, Fixed Income, Finance, Bloomberg, Microsoft Excel, Financial Modeling, Investments
Education
Stonehill College 2007 — 2011
Bachelor of Science in Business Administration, Finance
The University of Queensland 2010 — 2010
Bachelor's degree, International Finance
Peter Mayer Jr. Peter Mayer Jr.'s State Street Bank Experience May 2010 - October 2010
Job Account Director at IDG Enterprise
Industry Online Media
Experience
IDG Enterprise January 2015 - Present
IDG Global Solutions September 2013 - February 2015
CBS Interactive May 2012 - September 2013
International Data Group (IDG) January 2011 - May 2012
State Street Bank May 2010 - October 2010
Skills
Lead Generation, Online Advertising, Social Media, Salesforce.com, Digital Media, Digital Marketing, Email Marketing, Social Media Marketing, Advertising, Marketing, Integrated Marketing, Facebook, Blogging, Sales, Woodworking, Jump Rope
Education
Stonehill College 2006 — 2010
B.A., Communication
Ridgewood High School 2001 — 2005
IDG Enterprise January 2015 - Present
IDG Global Solutions September 2013 - February 2015
CBS Interactive May 2012 - September 2013
International Data Group (IDG) January 2011 - May 2012
State Street Bank May 2010 - October 2010
Skills
Lead Generation, Online Advertising, Social Media, Salesforce.com, Digital Media, Digital Marketing, Email Marketing, Social Media Marketing, Advertising, Marketing, Integrated Marketing, Facebook, Blogging, Sales, Woodworking, Jump Rope
Education
Stonehill College 2006 — 2010
B.A., Communication
Ridgewood High School 2001 — 2005
Thomas Kelleher Thomas Kelleher's State Street Bank Experience March 2005 - September 2006
Job Assistant Vice President at U.S. Trust, Bank of America PWM
Industry Investment Management
Experience
USTrust / Bank Of America July 2012 - Present
USTrust / Bank of America September 2006 - July 2012
State Street Bank March 2005 - September 2006
M&I Marshall & Ilsley Bank November 2002 - November 2004
Boston Financial Data Services May 1999 - September 2001
Skills
Asset Allocation, Manage Client..., Portfolio Management, Superior Client Service, Mutual Funds, Fixed Income, Equities, Investment Strategies, Investments, Investment Management, Asset Managment, Wealth Management, Financial Services, Wealth Management..., Asset Management, Trading, Trust Management, Asset, Wealth, ETFs, Relationship Management, Retirement Planning, Bloomberg, Hedge Funds, Securities, Alternative Investments, Series 63, Private Banking
Education
Suffolk University
USTrust / Bank Of America July 2012 - Present
USTrust / Bank of America September 2006 - July 2012
State Street Bank March 2005 - September 2006
M&I Marshall & Ilsley Bank November 2002 - November 2004
Boston Financial Data Services May 1999 - September 2001
Skills
Asset Allocation, Manage Client..., Portfolio Management, Superior Client Service, Mutual Funds, Fixed Income, Equities, Investment Strategies, Investments, Investment Management, Asset Managment, Wealth Management, Financial Services, Wealth Management..., Asset Management, Trading, Trust Management, Asset, Wealth, ETFs, Relationship Management, Retirement Planning, Bloomberg, Hedge Funds, Securities, Alternative Investments, Series 63, Private Banking
Education
Suffolk University
Marek Herchel Marek Herchel's State Street Bank Experience 2000 - 2002
Job Managing Director at AlpInvest Partners, Inc.
Industry Investment Management
Experience
AlpInvest Partners March 2004 - Present
Fleet Bank 2002 - 2004
State Street Bank 2000 - 2002
Skills
Private Equity, Investments, Portfolio Management, Mutual Funds, Management, Venture Capital, Valuation, Investment Banking, LBO, Corporate Finance, Alternative Investments, Financial Modeling, Corporate Development, Due Diligence, Mergers & Acquisitions
Education
Suffolk University - Sawyer School of Management 1998 — 2000
Masters of Science in Finance, Finance
Suffolk University 1994 — 1998
BSBA, Finance
AlpInvest Partners March 2004 - Present
Fleet Bank 2002 - 2004
State Street Bank 2000 - 2002
Skills
Private Equity, Investments, Portfolio Management, Mutual Funds, Management, Venture Capital, Valuation, Investment Banking, LBO, Corporate Finance, Alternative Investments, Financial Modeling, Corporate Development, Due Diligence, Mergers & Acquisitions
Education
Suffolk University - Sawyer School of Management 1998 — 2000
Masters of Science in Finance, Finance
Suffolk University 1994 — 1998
BSBA, Finance
Blerta Ziu Blerta Ziu's State Street Bank Experience 2011 - June 2013
Job Shared Services Manager, Senior Associate at State Street
Industry Financial Services
Experience
State Street October 2014 - Present
State Street July 2013 - January 2015
State Street Bank 2011 - June 2013
Skills
Financial Analysis, Microsoft Excel, Accounting, Access, Data Analysis, Microsoft Office, Research, Financial Reporting, Risk Management, Microsoft Word, Bloomberg, Outlook, Analysis, Social Media, Public Speaking, Investments, Event Planning, Team Leadership, Financial Risk, Analytical Skills, Tax Accounting, Macro Analysis, ETFs
Education
Suffolk University - Sawyer Business School 2006 — 2010
BSBA Finance and Marketing, Finance, Marketing
State Street October 2014 - Present
State Street July 2013 - January 2015
State Street Bank 2011 - June 2013
Skills
Financial Analysis, Microsoft Excel, Accounting, Access, Data Analysis, Microsoft Office, Research, Financial Reporting, Risk Management, Microsoft Word, Bloomberg, Outlook, Analysis, Social Media, Public Speaking, Investments, Event Planning, Team Leadership, Financial Risk, Analytical Skills, Tax Accounting, Macro Analysis, ETFs
Education
Suffolk University - Sawyer Business School 2006 — 2010
BSBA Finance and Marketing, Finance, Marketing
Danya Gannon Danya Gannon's State Street Bank Experience October 1993 - January 1995
Job Contractor Management Specialist at Deloitte Services LP
Industry Management Consulting
Experience
Deloitte Services LP June 2015 - Present
firstPRO June 2013 - June 2015
Kforce Inc. October 1996 - July 2001
Brown Brothers Harriman January 1995 - June 1996
State Street Bank October 1993 - January 1995
Skills
Recruiting, College Recruiting, Talent Acquisition, Human Resources, Technical Recruiting, Applicant Tracking..., Sourcing, Internet Recruiting, Temporary Placement, Staffing Services, Contract Recruitment, Onboarding, Permanent Placement, Management, Benefits Negotiation, Resume Writing, Accounting, Financial Analysis, Microsoft Excel, Sarbanes-Oxley Act, Budgets
Education
State University of New York at Stony Brook 1988 — 1992
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Deloitte Services LP June 2015 - Present
firstPRO June 2013 - June 2015
Kforce Inc. October 1996 - July 2001
Brown Brothers Harriman January 1995 - June 1996
State Street Bank October 1993 - January 1995
Skills
Recruiting, College Recruiting, Talent Acquisition, Human Resources, Technical Recruiting, Applicant Tracking..., Sourcing, Internet Recruiting, Temporary Placement, Staffing Services, Contract Recruitment, Onboarding, Permanent Placement, Management, Benefits Negotiation, Resume Writing, Accounting, Financial Analysis, Microsoft Excel, Sarbanes-Oxley Act, Budgets
Education
State University of New York at Stony Brook 1988 — 1992
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Audrey Wang's State Street Bank Experience 2003 - 2005
Job
Industry Higher Education
Experience
Eagle Investment Systems 2005 - 2007
State Street Bank 2003 - 2005
FleetBoston Financial Corp 1999 - 2000
Skills
Excel, PowerPoint, Word, Outlook, Microsoft Office, English, Data Analysis, Business Analysis, Financial Reporting, Financial Analysis, Budgeting, Forecasting, SQL, Microsoft Excel
Education
Suffolk University - Sawyer Business School 1997 — 1999
MBA
Eagle Investment Systems 2005 - 2007
State Street Bank 2003 - 2005
FleetBoston Financial Corp 1999 - 2000
Skills
Excel, PowerPoint, Word, Outlook, Microsoft Office, English, Data Analysis, Business Analysis, Financial Reporting, Financial Analysis, Budgeting, Forecasting, SQL, Microsoft Excel
Education
Suffolk University - Sawyer Business School 1997 — 1999
MBA
Muhammed Anjum's State Street Bank Experience 2004 - December 2012
Job Officer CAAG (Complex Accounting and Administration Group) at BNY Mellon.
Industry Financial Services
Experience
JPMorgan Chase April 2013 - June 2013
State Street Bank 2004 - December 2012
State Street Bank 1999 - 2003
American Red Cross and Ames Stores September 1998 - April 1999
Skills
Investment Operations, Fund Accounting, Mutual Funds, Financial Analysis, Accounting, Hedge Funds, Asset Management, Alternative Investments, Portfolio Management, Investments, Valuation, Risk Management, Performance Measurement, Operational Risk, Capital Markets, Derivatives, Client Service, Equities, Fund Administration, Financial Reporting, Account Reconciliation, Private Equity, Fixed Income, Internal Controls, Financial Services, Bloomberg, Finance
Education
Suffolk University - Sawyer School of Management 2003 — 2006
Master of Business Administration (MBA), Finance and Information Techonology
Institute of Chartered Accountants of Pakistan
Chartered Accountant Internship (Four Years), Accounting and Finance
UNIVERSITY OF THE PUNJAB, Pakistan
Bachelor of Commerce (B.Com.), Business/Commerce, General
JPMorgan Chase April 2013 - June 2013
State Street Bank 2004 - December 2012
State Street Bank 1999 - 2003
American Red Cross and Ames Stores September 1998 - April 1999
Skills
Investment Operations, Fund Accounting, Mutual Funds, Financial Analysis, Accounting, Hedge Funds, Asset Management, Alternative Investments, Portfolio Management, Investments, Valuation, Risk Management, Performance Measurement, Operational Risk, Capital Markets, Derivatives, Client Service, Equities, Fund Administration, Financial Reporting, Account Reconciliation, Private Equity, Fixed Income, Internal Controls, Financial Services, Bloomberg, Finance
Education
Suffolk University - Sawyer School of Management 2003 — 2006
Master of Business Administration (MBA), Finance and Information Techonology
Institute of Chartered Accountants of Pakistan
Chartered Accountant Internship (Four Years), Accounting and Finance
UNIVERSITY OF THE PUNJAB, Pakistan
Bachelor of Commerce (B.Com.), Business/Commerce, General
Tony Holley's State Street Bank Experience August 2007 - April 2010
Job Lead Accountant at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance March 2013 - Present
Partners Capital Investment Group April 2010 - March 2013
State Street Bank August 2007 - April 2010
SU Business Career Organization September 2006 - June 2007
Suffolk University September 2005 - June 2007
Nana's Pizzeria August 1998 - August 2005
Skills
Data Manipulation, Process Improvement, Analytics, FINRA, ERISA, Private Equity, Hedge Funds, Microsoft Office, Problem Solving, Financial Analysis, Bloomberg, DTC, Adobe Professional, Mail Merge, Partnership Accounting, Mac OS X, Expense Allocation, Process Automation, Asset Management, Investments, Securities, Valuation, Microsoft Excel
Education
Suffolk University - Sawyer Business School 2011 — 2015
MSA, Accounting
Suffolk University - Sawyer Business School 2003 — 2007
BSBA, Finance, Business Law
Liberty Mutual Insurance March 2013 - Present
Partners Capital Investment Group April 2010 - March 2013
State Street Bank August 2007 - April 2010
SU Business Career Organization September 2006 - June 2007
Suffolk University September 2005 - June 2007
Nana's Pizzeria August 1998 - August 2005
Skills
Data Manipulation, Process Improvement, Analytics, FINRA, ERISA, Private Equity, Hedge Funds, Microsoft Office, Problem Solving, Financial Analysis, Bloomberg, DTC, Adobe Professional, Mail Merge, Partnership Accounting, Mac OS X, Expense Allocation, Process Automation, Asset Management, Investments, Securities, Valuation, Microsoft Excel
Education
Suffolk University - Sawyer Business School 2011 — 2015
MSA, Accounting
Suffolk University - Sawyer Business School 2003 — 2007
BSBA, Finance, Business Law
Linda Sarno's State Street Bank Experience June 2000 - January 2009
Job State Street Bank
Industry Financial Services
Experience
State Street July 2013 - Present
Federal Reserve Bank of Boston August 2010 - November 2011
State Street Bank June 2000 - January 2009
Fidelity Investments January 1999 - June 2000
Fidelity Investments January 1999 - June 2000
Fidelity Management Research Company February 1994 - June 1999
Fidelity Services Company June 1996 - January 1999
Fidelity Investments February 1993 - February 1994
Skills
Software Development, SDLC, Program Management, Software Documentation, Vendor Management, Analysis, Databases, Management, Project Planning, Access
Education
Westfield State University 1975 — 1979
Bachelor of Science degree, Criminal Justice and Psychology
Agile Training
Suffolk University
State Street July 2013 - Present
Federal Reserve Bank of Boston August 2010 - November 2011
State Street Bank June 2000 - January 2009
Fidelity Investments January 1999 - June 2000
Fidelity Investments January 1999 - June 2000
Fidelity Management Research Company February 1994 - June 1999
Fidelity Services Company June 1996 - January 1999
Fidelity Investments February 1993 - February 1994
Skills
Software Development, SDLC, Program Management, Software Documentation, Vendor Management, Analysis, Databases, Management, Project Planning, Access
Education
Westfield State University 1975 — 1979
Bachelor of Science degree, Criminal Justice and Psychology
Agile Training
Suffolk University
Belinda Barbosa's State Street Bank Experience February 2010 - Present
Job Cash, Custody & Trades Manager at State Street Bank
Industry Financial Services
Experience
State Street Bank February 2010 - Present
State Street Bank February 2008 - February 2010
State Street Bank February 2006 - February 2008
Skills
Fluent in Cape Verdean..., Proficient in Spanish &..., Windows XP Pro, Windows 7, Micosoft Office Suite, Microsoft Publisher
Education
Stonehill College 2001 — 2005
Bachelor of Arts (B.A.), Psychology
State Street Bank February 2010 - Present
State Street Bank February 2008 - February 2010
State Street Bank February 2006 - February 2008
Skills
Fluent in Cape Verdean..., Proficient in Spanish &..., Windows XP Pro, Windows 7, Micosoft Office Suite, Microsoft Publisher
Education
Stonehill College 2001 — 2005
Bachelor of Arts (B.A.), Psychology
John Sicuso's State Street Bank Experience 1998 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street September 1998 - Present
State Street Bank 1998 - Present
First Data Investor Services Group 1998 - 1998
First Data 1994 - 1998
FDC 1994 - 1998
The Boston Company 1981 - 1998
Skills
Mutual Funds, Fixed Income, Fund Accounting, Bloomberg, Securities, Equities, Hedge Funds, Corporate Actions, Asset Management, Fund Administration, Derivatives, Portfolio Management, Alternative Investments, Financial Services
Education
Suffolk University 1977 — 1981
B.S., Accounting
State Street September 1998 - Present
State Street Bank 1998 - Present
First Data Investor Services Group 1998 - 1998
First Data 1994 - 1998
FDC 1994 - 1998
The Boston Company 1981 - 1998
Skills
Mutual Funds, Fixed Income, Fund Accounting, Bloomberg, Securities, Equities, Hedge Funds, Corporate Actions, Asset Management, Fund Administration, Derivatives, Portfolio Management, Alternative Investments, Financial Services
Education
Suffolk University 1977 — 1981
B.S., Accounting
Brian Macinnis's State Street Bank Experience 1997 - 1999
Job Home Improvement Contractor
Industry Construction
Experience
Self Employed October 2012 - Present
Wellington Management Company June 2007 - October 2012
IGEFI US, LLC July 2006 - May 2007
SSgA April 2000 - July 2006
State Street Global Advisors 2000 - 2006
SSgA 1997 - 2006
State Street Bank 1997 - 1999
Education
Stonehill College 1993 — 1997
Self Employed October 2012 - Present
Wellington Management Company June 2007 - October 2012
IGEFI US, LLC July 2006 - May 2007
SSgA April 2000 - July 2006
State Street Global Advisors 2000 - 2006
SSgA 1997 - 2006
State Street Bank 1997 - 1999
Education
Stonehill College 1993 — 1997
Alix Zerbo's State Street Bank Experience January 2008 - April 2008
Job Analyst
Industry Research
Experience
COB May 2008 - Present
State Street Bank January 2008 - April 2008
Education
Suffolk University
MPA, Public Administration, Economics
Suffolk University
BSBA - Bachelor of Science in Business Administration, Business
COB May 2008 - Present
State Street Bank January 2008 - April 2008
Education
Suffolk University
MPA, Public Administration, Economics
Suffolk University
BSBA - Bachelor of Science in Business Administration, Business
Bassel Agha's State Street Bank Experience September 2003 - June 2005
Job VP, Trading Risk Analyst
Industry Financial Services
Experience
Loomis, Sayles & Company November 2012 - Present
BNP Paribas Fortis August 2006 - November 2012
Loomis Sayles June 2005 - August 2006
State Street Bank September 2003 - June 2005
Skills
Fixed Income, Bloomberg, Equities, Derivatives, Asset Managment, FX Options, Mutual Funds, Back Office, Capital Markets, Portfolio Management, Structured Products, Investments
Education
Suffolk University - Sawyer Business School 2007 — 2011
MBA, Finance
University of Massachusetts Boston 1998 — 2003
BA, Finance
Loomis, Sayles & Company November 2012 - Present
BNP Paribas Fortis August 2006 - November 2012
Loomis Sayles June 2005 - August 2006
State Street Bank September 2003 - June 2005
Skills
Fixed Income, Bloomberg, Equities, Derivatives, Asset Managment, FX Options, Mutual Funds, Back Office, Capital Markets, Portfolio Management, Structured Products, Investments
Education
Suffolk University - Sawyer Business School 2007 — 2011
MBA, Finance
University of Massachusetts Boston 1998 — 2003
BA, Finance
Anthony Ring's State Street Bank Experience June 2006 - Present
Job Senior Associate at State Street Bank and Trust
Industry Financial Services
Experience
State Street Bank June 2006 - Present
Mellon Financial August 2004 - June 2006
Education
Suffolk University 2010 — 2012
MBA Candidate, Concentration in Finance
Syracuse University 2000 — 2004
State Street Bank June 2006 - Present
Mellon Financial August 2004 - June 2006
Education
Suffolk University 2010 — 2012
MBA Candidate, Concentration in Finance
Syracuse University 2000 — 2004
Greg Niland's State Street Bank Experience 1993 - 2003
Job Vice President and Treasurer at Capital Research and Management Company
Industry Accounting
Experience
Capital Research and Management Company August 2003 - Present
State Street Bank 1993 - 2003
Skills
Asset Management, Mutual Funds, Financial Modeling, Fixed Income, Investments
Education
Strayer University 2004 — 2007
MBA
SUNY
BS, Business Administration
Capital Research and Management Company August 2003 - Present
State Street Bank 1993 - 2003
Skills
Asset Management, Mutual Funds, Financial Modeling, Fixed Income, Investments
Education
Strayer University 2004 — 2007
MBA
SUNY
BS, Business Administration
Rose M. Venette's State Street Bank Experience May 2006 - September 2008
Job Senior Compliance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2008 - Present
State Street Bank May 2006 - September 2008
Fidelity Investments September 2000 - May 2006
Education
Suffolk University 1996 — 2000
Brockton High School 1990 — 1993
Diploma
Fidelity Investments September 2008 - Present
State Street Bank May 2006 - September 2008
Fidelity Investments September 2000 - May 2006
Education
Suffolk University 1996 — 2000
Brockton High School 1990 — 1993
Diploma
Michael Perfetti's State Street Bank Experience 1998 - Present
Job Software Engineer at State Street Corp
Industry Financial Services
Experience
State Street Corp May 1998 - Present
State Street Bank 1998 - Present
Damirus Corportion Pencil Pushers 1988 - 1997
Skills
SQL, Microsoft SQL Server, Bloomberg, Agile Methodologies, ASP.NET, Access, Analysis, Business Analysis, Business Intelligence, Cloud Computing, Databases, Equities, Financial Services, Fixed Income, HTML, Integration, Java, MS Project, Microsoft Excel, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, SSIS, Software Development
Education
Stonehill College 1981 — 1985
Bachelor of Science (BS)
State Street Corp May 1998 - Present
State Street Bank 1998 - Present
Damirus Corportion Pencil Pushers 1988 - 1997
Skills
SQL, Microsoft SQL Server, Bloomberg, Agile Methodologies, ASP.NET, Access, Analysis, Business Analysis, Business Intelligence, Cloud Computing, Databases, Equities, Financial Services, Fixed Income, HTML, Integration, Java, MS Project, Microsoft Excel, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, SSIS, Software Development
Education
Stonehill College 1981 — 1985
Bachelor of Science (BS)
Kristin (Sherman) Donahue, MBA's State Street Bank Experience May 2005 - February 2006
Job Senior Recruiter at BNY Mellon, VP
Industry Financial Services
Experience
BNY Mellon April 2015 - Present
Eagle Investment Systems September 2013 - April 2015
Cultural Care Au Pair November 2011 - December 2013
Unemployed June 2009 - August 2011
Wachovia/Evergreen Investments, AVP February 2006 - July 2009
State Street Bank May 2005 - February 2006
State Street Bank January 2003 - May 2005
State Street Bank July 2000 - January 2003
Education
Suffolk University 2000 — 2007
MBA
Stonehill College 1995 — 1999
BS, Marketing
Thornton Academy
BNY Mellon April 2015 - Present
Eagle Investment Systems September 2013 - April 2015
Cultural Care Au Pair November 2011 - December 2013
Unemployed June 2009 - August 2011
Wachovia/Evergreen Investments, AVP February 2006 - July 2009
State Street Bank May 2005 - February 2006
State Street Bank January 2003 - May 2005
State Street Bank July 2000 - January 2003
Education
Suffolk University 2000 — 2007
MBA
Stonehill College 1995 — 1999
BS, Marketing
Thornton Academy
Glenn Tattrie's State Street Bank Experience April 2006 - March 2014
Job Director of Operational Risk
Industry Financial Services
Experience
Santander Holdings USA May 2015 - Present
Santander Bank, N.A. April 2014 - May 2015
State Street Bank April 2006 - March 2014
Rockland Trust 2002 - 2006
Skills
Risk Management, Strategic Planning, Banking, Financial Risk, Financial Analysis, Financial Services, Credit, Operational Risk..., Process Improvement, Due Diligence, Credit Analysis, Finance, Fixed Income, Derivatives, Equities, Operational Risk
Education
Suffolk University - Sawyer Business School 1993 — 1995
Master of Science, Finance
Stonehill College 1987 — 1991
Bachelor of Science, Finance
Santander Holdings USA May 2015 - Present
Santander Bank, N.A. April 2014 - May 2015
State Street Bank April 2006 - March 2014
Rockland Trust 2002 - 2006
Skills
Risk Management, Strategic Planning, Banking, Financial Risk, Financial Analysis, Financial Services, Credit, Operational Risk..., Process Improvement, Due Diligence, Credit Analysis, Finance, Fixed Income, Derivatives, Equities, Operational Risk
Education
Suffolk University - Sawyer Business School 1993 — 1995
Master of Science, Finance
Stonehill College 1987 — 1991
Bachelor of Science, Finance
Pamela Trenholm's State Street Bank Experience March 2005 - November 2005
Job Director, Product Management, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments November 2005 - September 2012
State Street Bank March 2005 - November 2005
Putnam Investments 1994 - 2004
Boston Financial Data Services 1990 - 1994
Skills
SDLC, Vendor Management, Business Requirements, Systems Analysis, Agile Methodologies, Visio, Business Analysis
Education
Suffolk University 1994 — 1999
Masters, Business Administration
Suffolk University 1990 — 1994
Bachelors, Accounting
Fidelity Investments September 2012 - Present
Fidelity Investments November 2005 - September 2012
State Street Bank March 2005 - November 2005
Putnam Investments 1994 - 2004
Boston Financial Data Services 1990 - 1994
Skills
SDLC, Vendor Management, Business Requirements, Systems Analysis, Agile Methodologies, Visio, Business Analysis
Education
Suffolk University 1994 — 1999
Masters, Business Administration
Suffolk University 1990 — 1994
Bachelors, Accounting
Robert DiVito's State Street Bank Experience 1994 - 1996
Job Vice PresidentIT & Operations Transformation PMO Finance at State Street
Industry Financial Services
Experience
State Street January 2012 - Present
Putnam Investments September 1999 - January 2012
Putnam Investments 1999 - June 2004
Bingham McCutchen 1996 - 1999
Watson & Napoli, CPA's February 1996 - November 1996
State Street Bank 1994 - 1996
Skills
Finance, Business Analysis, Financial Reporting, Budgets, Analysis, Financial Modeling, Access, PeopleSoft, Forecasting, Strategic Financial..., Financial Analysis, Accounting, Corporate Finance, General Ledger, Leadership, Portfolio Management, Microsoft Excel, SAP, Strategic Planning, Mutual Funds, Financial Services, Team Leadership, Budget Forecasts, Team Management, SDLC, Management, Risk Management, Bloomberg, Training, Fixed Income, Equities, Securities, Asset Management, Alternative Investments, Investments, 401k, Banking, Word, Excel, PowerPoint, Business Objects, Essbase, Process Improvement, Law Firm Administration
Education
Suffolk University - Sawyer School of Management
MBA, Finance
Stonehill College
Bachelor of Science, Accounting
State Street January 2012 - Present
Putnam Investments September 1999 - January 2012
Putnam Investments 1999 - June 2004
Bingham McCutchen 1996 - 1999
Watson & Napoli, CPA's February 1996 - November 1996
State Street Bank 1994 - 1996
Skills
Finance, Business Analysis, Financial Reporting, Budgets, Analysis, Financial Modeling, Access, PeopleSoft, Forecasting, Strategic Financial..., Financial Analysis, Accounting, Corporate Finance, General Ledger, Leadership, Portfolio Management, Microsoft Excel, SAP, Strategic Planning, Mutual Funds, Financial Services, Team Leadership, Budget Forecasts, Team Management, SDLC, Management, Risk Management, Bloomberg, Training, Fixed Income, Equities, Securities, Asset Management, Alternative Investments, Investments, 401k, Banking, Word, Excel, PowerPoint, Business Objects, Essbase, Process Improvement, Law Firm Administration
Education
Suffolk University - Sawyer School of Management
MBA, Finance
Stonehill College
Bachelor of Science, Accounting
David R. Morse's State Street Bank Experience June 1994 - April 1996
Job Principal/Manager at Revolution Management Consulting LLC
Industry Management Consulting
Experience
Revolution Management Consulting LLC November 2010 - Present
Brown Brothers Harriman August 2008 - November 2010
Revolution Consulting, LLC July 2007 - August 2008
Kepner-Tregoe January 2006 - June 2007
Kepner-Tregoe July 1998 - December 2005
Kepner-Tregoe April 1996 - July 1998
State Street Bank June 1994 - April 1996
State Street Bank May 1993 - June 1994
State Street Bank February 1990 - April 1993
State Street Bank June 1988 - January 1990
Skills
Process Improvement, Project Management, Program Management, Risk Management, Business Process..., Management Consulting, Due Diligence, Vendor Management, IT Strategy, Start-ups, Project Portfolio..., Performance Improvement, Organizational..., Leadership Development, Business Strategy, Consulting, Cross-functional Team..., Project Planning, Strategy, Business Transformation, Leadership, Business Intelligence, Management
Education
Suffolk University - Sawyer School of Management 1989 — 1994
MBA, Organizational Behavior/Dynamics
Wesleyan University 1984 — 1988
Bachelor of Arts, History
The Boston Latin School 1978 — 1984
HS Diploma
Revolution Management Consulting LLC November 2010 - Present
Brown Brothers Harriman August 2008 - November 2010
Revolution Consulting, LLC July 2007 - August 2008
Kepner-Tregoe January 2006 - June 2007
Kepner-Tregoe July 1998 - December 2005
Kepner-Tregoe April 1996 - July 1998
State Street Bank June 1994 - April 1996
State Street Bank May 1993 - June 1994
State Street Bank February 1990 - April 1993
State Street Bank June 1988 - January 1990
Skills
Process Improvement, Project Management, Program Management, Risk Management, Business Process..., Management Consulting, Due Diligence, Vendor Management, IT Strategy, Start-ups, Project Portfolio..., Performance Improvement, Organizational..., Leadership Development, Business Strategy, Consulting, Cross-functional Team..., Project Planning, Strategy, Business Transformation, Leadership, Business Intelligence, Management
Education
Suffolk University - Sawyer School of Management 1989 — 1994
MBA, Organizational Behavior/Dynamics
Wesleyan University 1984 — 1988
Bachelor of Arts, History
The Boston Latin School 1978 — 1984
HS Diploma
Karlene Maiolino's State Street Bank Experience January 2007 - June 2008
Job Section 8 Manager at Revere Housing Authority
Industry Financial Services
Experience
Revere Housing Authority June 2012 - Present
North Shore Skating Club September 2004 - Present
Revere Housing Authority July 2008 - June 2012
State Street Bank January 2007 - June 2008
Skills
Budgets, Microsoft Excel, Accounting, Financial Reporting, Microsoft Office, Skilled Communicator, Mutual Funds, Financial Analysis, Valuation, Interpersonal Leadership, Auditing, Customer Service, Banking, Process Improvement, Investments, PowerPoint, Internal Controls, Portfolio Management, Research, Nonprofits, Employee Relations, Loans, Strategic Financial...
Education
Suffolk University 2008 — 2014
Masters, Public Administration
Suffolk University - Sawyer School of Management 2002 — 2006
BS, Public Administration
Revere Housing Authority June 2012 - Present
North Shore Skating Club September 2004 - Present
Revere Housing Authority July 2008 - June 2012
State Street Bank January 2007 - June 2008
Skills
Budgets, Microsoft Excel, Accounting, Financial Reporting, Microsoft Office, Skilled Communicator, Mutual Funds, Financial Analysis, Valuation, Interpersonal Leadership, Auditing, Customer Service, Banking, Process Improvement, Investments, PowerPoint, Internal Controls, Portfolio Management, Research, Nonprofits, Employee Relations, Loans, Strategic Financial...
Education
Suffolk University 2008 — 2014
Masters, Public Administration
Suffolk University - Sawyer School of Management 2002 — 2006
BS, Public Administration
Deborah Barbusin's State Street Bank Experience 2011 - 2011
Job Lean Six Sigma Professional
Industry Hospital & Health Care
Experience
Praxair October 2011 - Present
State Street Bank 2011 - 2011
Praxair Healthcare Services January 2005 - August 2009
2004-2005Praxair Healthcare Services June 2004 - January 2005
Home Care Supply June 2002 - June 2004
Medi-Rents, Inc January 1991 - January 2001
Skills
Lean Manufacturing, Quality Assurance, Project Management, Program Management, Six Sigma, Kaizen, Value Stream Mapping, Minitab, Operations Management, Process Improvement, Healthcare, Training, Continuous Improvement, Business Process Mapping, Change Management, Process Engineering, Cross-functional Team...
Education
Stonehill College 1986 — 1990
BS, Healthcare Administration
Stonehill College 1986 — 1990
B.S, Healthcare Administration
Praxair October 2011 - Present
State Street Bank 2011 - 2011
Praxair Healthcare Services January 2005 - August 2009
2004-2005Praxair Healthcare Services June 2004 - January 2005
Home Care Supply June 2002 - June 2004
Medi-Rents, Inc January 1991 - January 2001
Skills
Lean Manufacturing, Quality Assurance, Project Management, Program Management, Six Sigma, Kaizen, Value Stream Mapping, Minitab, Operations Management, Process Improvement, Healthcare, Training, Continuous Improvement, Business Process Mapping, Change Management, Process Engineering, Cross-functional Team...
Education
Stonehill College 1986 — 1990
BS, Healthcare Administration
Stonehill College 1986 — 1990
B.S, Healthcare Administration
Alexander Fishbeyn's State Street Bank Experience 1995 - 1997
Job Senior Business Consultant at SimCorp
Industry Financial Services
Experience
SimCorp February 2007 - Present
CheckFree 2004 - February 2007
Advent Software 1999 - 2004
DDI Systems 1998 - 1999
Chase Manhattan Corporation 1997 - 1998
State Street Bank 1995 - 1997
Skills
Business Analysis, Back Office, Requirements Analysis, Business Requirements, Business Process, Analysis, Software Project..., Program Management, Requirements Gathering, Leadership, Microsoft SQL Server, Business Process..., Risk Management, Software Implementation, IT Strategy
Education
Suffolk University 1993 — 1995
Finance
Moscow State University of Engineering 1983 — 1988
MS, Engineering
SimCorp February 2007 - Present
CheckFree 2004 - February 2007
Advent Software 1999 - 2004
DDI Systems 1998 - 1999
Chase Manhattan Corporation 1997 - 1998
State Street Bank 1995 - 1997
Skills
Business Analysis, Back Office, Requirements Analysis, Business Requirements, Business Process, Analysis, Software Project..., Program Management, Requirements Gathering, Leadership, Microsoft SQL Server, Business Process..., Risk Management, Software Implementation, IT Strategy
Education
Suffolk University 1993 — 1995
Finance
Moscow State University of Engineering 1983 — 1988
MS, Engineering
Thuan Lam's State Street Bank Experience October 2004 - June 2005
Job Sr. Compliance Analyst
Industry Financial Services
Experience
Manulife Asset Management October 2014 - Present
Pioneer Investments February 2008 - October 2014
Bank of America June 2005 - February 2008
State Street Bank October 2004 - June 2005
State Street Bank June 2002 - October 2004
Skills
Mutual Funds, Financial Statements, Bonds, Fund Administration, Securities, Bloomberg, Fixed Income, Equities, Fund Accounting
Education
Suffolk University 1998 — 2003
Bachelor of Science (B.S.), Finance
Manulife Asset Management October 2014 - Present
Pioneer Investments February 2008 - October 2014
Bank of America June 2005 - February 2008
State Street Bank October 2004 - June 2005
State Street Bank June 2002 - October 2004
Skills
Mutual Funds, Financial Statements, Bonds, Fund Administration, Securities, Bloomberg, Fixed Income, Equities, Fund Accounting
Education
Suffolk University 1998 — 2003
Bachelor of Science (B.S.), Finance
Dorothy Walsh's State Street Bank Experience January 2001 - June 2003
Job Amichetti, Delucca & Co., P.C.
Industry Accounting
Experience
Amichetti, Delucca & Co., P.C. October 2008 - Present
Gray, Gray & Gray July 2005 - June 2008
State Street Bank January 2001 - June 2003
Education
Stonehill College 1981 — 1986
Amichetti, Delucca & Co., P.C. October 2008 - Present
Gray, Gray & Gray July 2005 - June 2008
State Street Bank January 2001 - June 2003
Education
Stonehill College 1981 — 1986
Brian Delano's State Street Bank Experience March 1995 - April 2004
Job Area Sales Manager for Masterbrand CabinetsLowe's Division & Coowner at Get you Groove on Productions
Industry Construction
Experience
MasterBrand Cabinets March 2006 - Present
Get you Groove on Productions August 2006 - Present
B&D Custom Cabinets October 1995 - March 2006
Designs Unlimited, Inc. December 1995 - December 2005
State Street Bank March 1995 - April 2004
Skills
Strategic Planning, New Business Development, Sales Management, Budgets, Team Building, Construction Management, Interior Design, Kitchen Cabinets, Field Installation, New Home Sales, 20/20 Design, Kitchen & Bath Design, Custom Remodeling, Whole House Renovations, New Home Building, Bathroom Vanities, Entertainment Centers, Product Development, Customer Satisfaction, Bathrooms, Selling, Space planning, Construction, Renovation, Cabinetry, Sales Presentations, Residential Homes, Event Management, Cold Calling, Marketing, Training, Entrepreneurship, Sales
Education
Suffolk University - Sawyer School of Management 1987 — 1991
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Walpole High School 1983 — 1987
DIploma
MasterBrand Cabinets March 2006 - Present
Get you Groove on Productions August 2006 - Present
B&D Custom Cabinets October 1995 - March 2006
Designs Unlimited, Inc. December 1995 - December 2005
State Street Bank March 1995 - April 2004
Skills
Strategic Planning, New Business Development, Sales Management, Budgets, Team Building, Construction Management, Interior Design, Kitchen Cabinets, Field Installation, New Home Sales, 20/20 Design, Kitchen & Bath Design, Custom Remodeling, Whole House Renovations, New Home Building, Bathroom Vanities, Entertainment Centers, Product Development, Customer Satisfaction, Bathrooms, Selling, Space planning, Construction, Renovation, Cabinetry, Sales Presentations, Residential Homes, Event Management, Cold Calling, Marketing, Training, Entrepreneurship, Sales
Education
Suffolk University - Sawyer School of Management 1987 — 1991
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Walpole High School 1983 — 1987
DIploma
Sarah Markesich's State Street Bank Experience June 2007 - June 2009
Job VP Compliance Manager at State Street
Industry Financial Services
Experience
State Street March 2014 - Present
State Street August 2011 - March 2014
State Street July 2009 - August 2011
Riverbank February 2003 - April 2011
State Street Bank June 2007 - June 2009
State Street Bank November 2005 - June 2007
Healy & Healy CPA's February 2005 - November 2005
Healy and Healy CPA's June 2001 - January 2005
Skills
Compliance, Audit, AML, OFAC, Risk, Internal Controls, Banking, Internal Audit, Auditing, Due Diligence, Excel, PowerPoint, Word, Outlook, Risk Assessment, Financial Risk, Risk Management, Basel II, Treasury, KYC, Bank Secrecy Act, USA PATRIOT Act, Sarbanes-Oxley Act, Financial Services, Finance, Policy, Financial Institutions, Sanction, Treasury Management, Securities
Education
Stonehill College 1997 — 2001
Bachelors of Science, Finance
State Street March 2014 - Present
State Street August 2011 - March 2014
State Street July 2009 - August 2011
Riverbank February 2003 - April 2011
State Street Bank June 2007 - June 2009
State Street Bank November 2005 - June 2007
Healy & Healy CPA's February 2005 - November 2005
Healy and Healy CPA's June 2001 - January 2005
Skills
Compliance, Audit, AML, OFAC, Risk, Internal Controls, Banking, Internal Audit, Auditing, Due Diligence, Excel, PowerPoint, Word, Outlook, Risk Assessment, Financial Risk, Risk Management, Basel II, Treasury, KYC, Bank Secrecy Act, USA PATRIOT Act, Sarbanes-Oxley Act, Financial Services, Finance, Policy, Financial Institutions, Sanction, Treasury Management, Securities
Education
Stonehill College 1997 — 2001
Bachelors of Science, Finance
Manny Gomes's State Street Bank Experience October 2004 - September 2008
Job Associate Director at SS&C GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services September 2008 - Present
State Street Bank October 2004 - September 2008
State Street Bank August 1999 - October 2004
State Street Bank January 1999 - July 1999
State Street Bank May 1996 - January 1999
Skills
Global Custody, Equities, Fixed Income, Fund Administration, Derivatives, Mutual Funds, Hedge Funds, Securities, Middle Office, Bloomberg, Alternative Investments, Fund Accounting, Corporate Actions, Capital Markets
Education
Stonehill College 1992 — 1996
BS, Economics
GlobeOp Financial Services September 2008 - Present
State Street Bank October 2004 - September 2008
State Street Bank August 1999 - October 2004
State Street Bank January 1999 - July 1999
State Street Bank May 1996 - January 1999
Skills
Global Custody, Equities, Fixed Income, Fund Administration, Derivatives, Mutual Funds, Hedge Funds, Securities, Middle Office, Bloomberg, Alternative Investments, Fund Accounting, Corporate Actions, Capital Markets
Education
Stonehill College 1992 — 1996
BS, Economics
Steven Alfano's State Street Bank Experience 1982 - 1988
Job Experienced Finanial Services Executive
Industry Financial Services
Experience
Century Capital Management February 1988 - August 2007
State Street Bank 1982 - 1988
Education
Suffolk University 1977 — 1981
BSBA, Accounting
Century Capital Management February 1988 - August 2007
State Street Bank 1982 - 1988
Education
Suffolk University 1977 — 1981
BSBA, Accounting
Kim ONeill McDonagh's State Street Bank Experience September 2010 - May 2013
Job HR & Benefits Professional
Industry Human Resources
Experience
Liberty Mutual Insurance June 2013 - December 2013
State Street Bank September 2010 - May 2013
Mercer September 2009 - September 2010
Procter & Gamble/Gillette August 2008 - October 2008
Mercer September 2007 - December 2007
Procter & Gamble/The Gillette Company November 2005 - September 2007
The Gillette Company April 2004 - November 2005
The Gillette Company December 2001 - April 2004
The Gillette Company March 1997 - December 2001
Skills
Succession Planning, Employee Benefits, Performance Management, Employee Relations, Defined Benefit, Talent Management, Deferred Compensation, Vendor Management, Human Resources, Process Improvement, Organizational Design, Pensions, Project Management, Management, Employee Engagement, Analysis, Payroll, Leadership
Education
Bentley College
Suffolk University
Liberty Mutual Insurance June 2013 - December 2013
State Street Bank September 2010 - May 2013
Mercer September 2009 - September 2010
Procter & Gamble/Gillette August 2008 - October 2008
Mercer September 2007 - December 2007
Procter & Gamble/The Gillette Company November 2005 - September 2007
The Gillette Company April 2004 - November 2005
The Gillette Company December 2001 - April 2004
The Gillette Company March 1997 - December 2001
Skills
Succession Planning, Employee Benefits, Performance Management, Employee Relations, Defined Benefit, Talent Management, Deferred Compensation, Vendor Management, Human Resources, Process Improvement, Organizational Design, Pensions, Project Management, Management, Employee Engagement, Analysis, Payroll, Leadership
Education
Bentley College
Suffolk University
Charlotte Jean-Jerome's State Street Bank Experience February 2002 - January 2004
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2004 - Present
Morgan Stanley Smith Barney February 2007 - December 2008
Morgan Stanley Smith Barney February 2004 - February 2007
State Street Bank February 2002 - January 2004
State Street Bank July 2001 - February 2002
Pershing October 1999 - July 2001
Morgan Stanley (Dean Witter) February 1998 - October 1999
Skills
Series 99
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
Stony Brook University
BA, Political Science (Comparative Politics)
Morgan Stanley February 2004 - Present
Morgan Stanley Smith Barney February 2007 - December 2008
Morgan Stanley Smith Barney February 2004 - February 2007
State Street Bank February 2002 - January 2004
State Street Bank July 2001 - February 2002
Pershing October 1999 - July 2001
Morgan Stanley (Dean Witter) February 1998 - October 1999
Skills
Series 99
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
Stony Brook University
BA, Political Science (Comparative Politics)
James DeNeill's State Street Bank Experience April 1992 - Present
Job Vice President Major Incident Management at State Street Corporation
Industry Banking
Experience
State Street Bank April 1992 - Present
State Street 1992 - Present
Skills
Financial Services, SDLC, Equities, Securities, Fixed Income, Portfolio Management, Business Analysis, Risk Management, Derivatives, Mutual Funds, Banking, Investments, Corporate Actions, Asset Management, Bloomberg, Trading Systems, IT LEAN Facilitator, Global Custody, Incident Management
Education
Stonehill College
University of Massachusetts
State Street Bank April 1992 - Present
State Street 1992 - Present
Skills
Financial Services, SDLC, Equities, Securities, Fixed Income, Portfolio Management, Business Analysis, Risk Management, Derivatives, Mutual Funds, Banking, Investments, Corporate Actions, Asset Management, Bloomberg, Trading Systems, IT LEAN Facilitator, Global Custody, Incident Management
Education
Stonehill College
University of Massachusetts
Carolann Connolly's State Street Bank Experience January 1993 - May 1994
Job Business Analyst at Sentinel Benefits & Financial Group
Industry Investment Management
Experience
Sentinel Benefits & Financial Group January 2015 - Present
Sentinel Benefits & Financial Group August 2012 - December 2014
Sentinel Benefits & Financial Group January 2004 - July 2012
Sentinel Benefits & Financial Group April 1999 - December 2003
Sentinel Benefits & Financial Group March 1996 - April 1999
Tofias PC May 1994 - March 1996
State Street Bank January 1993 - May 1994
State Street Bank June 1991 - January 1993
Skills
Pensions, Mutual Funds, Retirement Planning, Portfolio Management
Education
Stonehill College 1987 — 1991
BS, Business Administration
Sentinel Benefits & Financial Group January 2015 - Present
Sentinel Benefits & Financial Group August 2012 - December 2014
Sentinel Benefits & Financial Group January 2004 - July 2012
Sentinel Benefits & Financial Group April 1999 - December 2003
Sentinel Benefits & Financial Group March 1996 - April 1999
Tofias PC May 1994 - March 1996
State Street Bank January 1993 - May 1994
State Street Bank June 1991 - January 1993
Skills
Pensions, Mutual Funds, Retirement Planning, Portfolio Management
Education
Stonehill College 1987 — 1991
BS, Business Administration
Tom Bliss's State Street Bank Experience August 2002 - September 2004
Job IT Manager and Financial Services Professional
Industry Information Technology and Services
Experience
TMG Health December 2011 - Present
Prudential Financial March 2011 - June 2011
Bank of New York Mellon September 2004 - January 2009
BNYMellon 2004 - 2009
State Street Bank August 2002 - September 2004
The Walsh Associates 2002 - 2004
Deutsche Asset Management March 2000 - July 2001
Bankers Trust July 1981 - July 2001
Deutsche Bank 2000 - 2001
Skills
Vendor Management, Risk Management, Change Management, Visio, Software Development, SQL, Process Improvement, Business Analysis, Oracle, SDLC, Management, Quality Assurance, Equities, User Acceptance Testing, Integration, Fixed Income, Databases, Securities, Derivatives, Access
Education
Saint John's University 1984 — 1986
Business Management
Suffolk County Community College 1977 — 1980
AAS, Accounting
TMG Health December 2011 - Present
Prudential Financial March 2011 - June 2011
Bank of New York Mellon September 2004 - January 2009
BNYMellon 2004 - 2009
State Street Bank August 2002 - September 2004
The Walsh Associates 2002 - 2004
Deutsche Asset Management March 2000 - July 2001
Bankers Trust July 1981 - July 2001
Deutsche Bank 2000 - 2001
Skills
Vendor Management, Risk Management, Change Management, Visio, Software Development, SQL, Process Improvement, Business Analysis, Oracle, SDLC, Management, Quality Assurance, Equities, User Acceptance Testing, Integration, Fixed Income, Databases, Securities, Derivatives, Access
Education
Saint John's University 1984 — 1986
Business Management
Suffolk County Community College 1977 — 1980
AAS, Accounting
Daniela Litvin's State Street Bank Experience April 2009 - Present
Job Credit Risk Analyst at State Street Bank
Industry Financial Services
Experience
State Street Bank April 2009 - Present
Education
Suffolk University - Sawyer Business School 2007 — 2010
Masters, Accounting
State Street Bank April 2009 - Present
Education
Suffolk University - Sawyer Business School 2007 — 2010
Masters, Accounting
Gina Ellard's State Street Bank Experience 1999 - 2003
Job Data Analyst at Nuval LLC
Industry Financial Services
Experience
Nuval LLC December 2008 - Present
State Street Bank 1999 - 2003
State Street 1998 - 1999
State Street 1997 - 1998
McNamara & Flynn, PA January 1995 - January 1997
Skills
Business Objects, Data Entry, Customer Service, Crystal Reports, Entrepreneurship, Testing, Project Planning, HRIS, Training, Strategic Planning, Team Building, Data Warehousing, SQL, Employee Engagement, Management Consulting, Securities, Talent Acquisition, Management, Lotus Notes, SDLC, Business Requirements, Financial Services, Access, Visio, Time Management, Fixed Income, Retail, Recruiting, Business Development, Back Office, Outlook, Business Analysis
Education
Suffolk University 1995 — 1996
Certificate, Paralegal Studies
Suffolk University - Sawyer Business School 1986 — 1990
BS/BA, Finance
Nuval LLC December 2008 - Present
State Street Bank 1999 - 2003
State Street 1998 - 1999
State Street 1997 - 1998
McNamara & Flynn, PA January 1995 - January 1997
Skills
Business Objects, Data Entry, Customer Service, Crystal Reports, Entrepreneurship, Testing, Project Planning, HRIS, Training, Strategic Planning, Team Building, Data Warehousing, SQL, Employee Engagement, Management Consulting, Securities, Talent Acquisition, Management, Lotus Notes, SDLC, Business Requirements, Financial Services, Access, Visio, Time Management, Fixed Income, Retail, Recruiting, Business Development, Back Office, Outlook, Business Analysis
Education
Suffolk University 1995 — 1996
Certificate, Paralegal Studies
Suffolk University - Sawyer Business School 1986 — 1990
BS/BA, Finance
Donald Carmichael's State Street Bank Experience 2009 - Present
Job SSgA IT Technology Planning & Governance Financial Support
Industry Investment Management
Experience
State Street Bank 2009 - Present
Skills
Fixed Income, Equities, Bloomberg, Financial Analysis, Mutual Funds
Education
Suffolk University 1993 — 1995
MSF, Finance
Suffolk University 1991 — 1993
BSBA, Finance
State Street Bank 2009 - Present
Skills
Fixed Income, Equities, Bloomberg, Financial Analysis, Mutual Funds
Education
Suffolk University 1993 — 1995
MSF, Finance
Suffolk University 1991 — 1993
BSBA, Finance
Chris Fahy's State Street Bank Experience 1996 - 2009
Job QA Consultant at CVS Caremark Corporation
Industry Internet
Experience
CVS Caremark Corporation October 2011 - Present
Creative Circle April 2011 - Present
State Street Bank 1996 - 2009
Skills
Quality Assurance, ActionScript, Flash, User Acceptance Testing, Illustrator, Flash Animation, Analysis, Cross-functional Team..., Software Quality..., Test Cases, Leadership, Dreamweaver, Test Planning, Microsoft Office, SDLC, Project Management, SQL, Process Improvement, Testing, RIA, Software Documentation, Visio, Regression Testing, Test Strategy, Waterfall, Business Requirements
Education
Future Media Concepts 2009 — 2010
certificate, Adobe Creative Suite 5
Suffolk University - Sawyer Business School 1997 — 2001
mba
University of Massachusetts, Amherst 1985 — 1989
CVS Caremark Corporation October 2011 - Present
Creative Circle April 2011 - Present
State Street Bank 1996 - 2009
Skills
Quality Assurance, ActionScript, Flash, User Acceptance Testing, Illustrator, Flash Animation, Analysis, Cross-functional Team..., Software Quality..., Test Cases, Leadership, Dreamweaver, Test Planning, Microsoft Office, SDLC, Project Management, SQL, Process Improvement, Testing, RIA, Software Documentation, Visio, Regression Testing, Test Strategy, Waterfall, Business Requirements
Education
Future Media Concepts 2009 — 2010
certificate, Adobe Creative Suite 5
Suffolk University - Sawyer Business School 1997 — 2001
mba
University of Massachusetts, Amherst 1985 — 1989
Mary Kendzierski's State Street Bank Experience 1988 - 2013
Job Owner/ Innkeeper at Inn at Ellis River
Industry Financial Services
Experience
Inn at Ellis River September 2014 - Present
State Street Corporation 2008 - June 2014
State Street Bank 1988 - 2013
JPMorgan Chase October 2004 - March 2008
Skills
Accounting, Microsoft Excel, Analysis, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Management, Account Reconciliation, Investments, Risk Management, Outlook, Strategic Planning, Business Analysis, Business Planning, Auditing, Mutual Funds, Financial Analysis, Securities, Fixed Income, Equities, Financial Reporting, Financial Services, Bloomberg
Education
Suffolk University - Sawyer School of Management 1987 — 2004
BSBA, Accounting
Suffolk University
Bachelor's degree, Accounting
Inn at Ellis River September 2014 - Present
State Street Corporation 2008 - June 2014
State Street Bank 1988 - 2013
JPMorgan Chase October 2004 - March 2008
Skills
Accounting, Microsoft Excel, Analysis, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Management, Account Reconciliation, Investments, Risk Management, Outlook, Strategic Planning, Business Analysis, Business Planning, Auditing, Mutual Funds, Financial Analysis, Securities, Fixed Income, Equities, Financial Reporting, Financial Services, Bloomberg
Education
Suffolk University - Sawyer School of Management 1987 — 2004
BSBA, Accounting
Suffolk University
Bachelor's degree, Accounting
Christopher Emma - MBA's State Street Bank Experience November 2005 - May 2008
Job Senior Solutions Architect at Workiva
Industry Financial Services
Experience
Workiva June 2014 - Present
Meradia Group July 2013 - July 2014
Brown Brothers Harriman December 2012 - February 2013
Brown Brothers Harriman November 2010 - August 2012
Brown Brothers Harriman November 2008 - May 2010
State Street Bank November 2005 - May 2008
Skills
Asset Management, Financial Services, Financial Statement..., Fund Administration, Corporate Actions, Derivatives, Risk Management, Performance Management, Fixed Income, Business Requirements, US GAAP reporting, Financial Audits, Strategy, Business Process..., RRP, COSO ERM, Sarbanes-Oxley Act, CCAR, Dodd-Frank
Education
Suffolk University - Sawyer School of Management 2008 — 2011
MBA, Marketing/Finance
Suffolk University 2001 — 2005
Bachelors, Business Managment/Finance, 3.2
Workiva June 2014 - Present
Meradia Group July 2013 - July 2014
Brown Brothers Harriman December 2012 - February 2013
Brown Brothers Harriman November 2010 - August 2012
Brown Brothers Harriman November 2008 - May 2010
State Street Bank November 2005 - May 2008
Skills
Asset Management, Financial Services, Financial Statement..., Fund Administration, Corporate Actions, Derivatives, Risk Management, Performance Management, Fixed Income, Business Requirements, US GAAP reporting, Financial Audits, Strategy, Business Process..., RRP, COSO ERM, Sarbanes-Oxley Act, CCAR, Dodd-Frank
Education
Suffolk University - Sawyer School of Management 2008 — 2011
MBA, Marketing/Finance
Suffolk University 2001 — 2005
Bachelors, Business Managment/Finance, 3.2
Theresa Hoyt's State Street Bank Experience 1993 - 1996
Job Vice President at Burke & Herbert Bank
Industry Financial Services
Experience
Burke & Herbert Bank March 2013 - Present
Burke & Herbert Bank & Trust February 2011 - March 2013
American Diabetes Association August 2010 - February 2011
Maloney & Yurachek P.C. May 2009 - December 2010
BB&T Wealth Management 2005 - 2009
SunTrust Bank 1999 - 2005
Mellon Bank 1996 - 1999
State Street Bank 1993 - 1996
Education
Suffolk University 1989 — 1993
BSBA, Accounting
Burke & Herbert Bank March 2013 - Present
Burke & Herbert Bank & Trust February 2011 - March 2013
American Diabetes Association August 2010 - February 2011
Maloney & Yurachek P.C. May 2009 - December 2010
BB&T Wealth Management 2005 - 2009
SunTrust Bank 1999 - 2005
Mellon Bank 1996 - 1999
State Street Bank 1993 - 1996
Education
Suffolk University 1989 — 1993
BSBA, Accounting
Lawrence Eastman's State Street Bank Experience 2007 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
State Street Bank 2007 - 2008
State Street Corporation 1978 - 2008
State Street Bank 1990 - 2007
State Street Bank 1983 - 1990
State Street Bank 1978 - 1983
Finast Supermarkets 1973 - 1978
Education
Stonehill College 1974 — 1978
B.S., Accounting
State Street Bank 2007 - 2008
State Street Corporation 1978 - 2008
State Street Bank 1990 - 2007
State Street Bank 1983 - 1990
State Street Bank 1978 - 1983
Finast Supermarkets 1973 - 1978
Education
Stonehill College 1974 — 1978
B.S., Accounting
Kady Fall, MSHR's State Street Bank Experience October 2007 - April 2008
Job at Education Development Center, Inc.
Industry Nonprofit Organization Management
Experience
Education Development Center, Inc October 2013 - Present
Education Development Center, Inc. October 2010 - October 2013
JCHE September 2009 - October 2010
Federal Reserve Bank of Boston June 2009 - September 2009
State Street Bank October 2007 - April 2008
US Bank Corporate Trust Services July 2006 - June 2007
Suffolk University 2007 - 2007
Center for Educational Documentation, Inc (CED) February 2005 - May 2006
Skills
Human Resources, HRIS, Employee Relations, Onboarding, New Hire Orientations, Microsoft Office, ADP Payroll, Customer Service, Benefits Administration, Employee Benefits, Training, Interviews, Leadership, Applicant Tracking..., Analysis, Nonprofits, Strategic Planning, Resume Writing, iVantage, HR Policies, Outlook, Employee Engagement, Employee Training, Job Descriptions, Leadership Development, Payroll, Staff Development, Change Management, Conflict Resolution, FMLA, Deferred Compensation, College Recruiting, Access, Succession Planning, Workforce Planning, Technical Recruiting, Sourcing, Career Counseling, Organizational..., Workers Compensation, Affirmative Action..., Epicor HCM, Data Analysis
Education
Suffolk University 2007 — 2010
Master of Science
Suffolk University - Sawyer School of Management 2002 — 2007
Bachelor of Science in Business Administration
Education Development Center, Inc October 2013 - Present
Education Development Center, Inc. October 2010 - October 2013
JCHE September 2009 - October 2010
Federal Reserve Bank of Boston June 2009 - September 2009
State Street Bank October 2007 - April 2008
US Bank Corporate Trust Services July 2006 - June 2007
Suffolk University 2007 - 2007
Center for Educational Documentation, Inc (CED) February 2005 - May 2006
Skills
Human Resources, HRIS, Employee Relations, Onboarding, New Hire Orientations, Microsoft Office, ADP Payroll, Customer Service, Benefits Administration, Employee Benefits, Training, Interviews, Leadership, Applicant Tracking..., Analysis, Nonprofits, Strategic Planning, Resume Writing, iVantage, HR Policies, Outlook, Employee Engagement, Employee Training, Job Descriptions, Leadership Development, Payroll, Staff Development, Change Management, Conflict Resolution, FMLA, Deferred Compensation, College Recruiting, Access, Succession Planning, Workforce Planning, Technical Recruiting, Sourcing, Career Counseling, Organizational..., Workers Compensation, Affirmative Action..., Epicor HCM, Data Analysis
Education
Suffolk University 2007 — 2010
Master of Science
Suffolk University - Sawyer School of Management 2002 — 2007
Bachelor of Science in Business Administration
Kevin Shea, CIPM's State Street Bank Experience 2004 - 2006
Job Senior Investment Performance Reporting Analyst at White Mountains Advisors
Industry Financial Services
Experience
White Mountains Advisors March 2013 - Present
White Mountains Advisors May 2010 - February 2013
One Beacon Insurance April 2006 - July 2010
State Street Bank 2004 - 2006
Skills
Bloomberg, Fixed Income, Financial Analysis, Bloomberg Terminal, Equities, Accounting, Derivatives, Investments, Bonds, Asset Allocation, Trading, Microsoft Excel, Fund Accounting, Process Improvement, Financial Reporting, Investment Management, Alternative Investments
Education
Stonehill College 2000 — 2004
Business - Finance, Minor in Computer Information Systems
White Mountains Advisors March 2013 - Present
White Mountains Advisors May 2010 - February 2013
One Beacon Insurance April 2006 - July 2010
State Street Bank 2004 - 2006
Skills
Bloomberg, Fixed Income, Financial Analysis, Bloomberg Terminal, Equities, Accounting, Derivatives, Investments, Bonds, Asset Allocation, Trading, Microsoft Excel, Fund Accounting, Process Improvement, Financial Reporting, Investment Management, Alternative Investments
Education
Stonehill College 2000 — 2004
Business - Finance, Minor in Computer Information Systems
Steven J Pinto's State Street Bank Experience 1987 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street May 2000 - Present
State Street Bank 1987 - Present
State Street April 1998 - May 2000
Skills
Mutual Funds, Spanish, Fund Accounting, Securities, Fixed Income, Client Development, Manage Client..., Client Service Oriented, Superior Client Service
Education
Stonehill College 1983 — 1987
Accounting and Business/Management
State Street May 2000 - Present
State Street Bank 1987 - Present
State Street April 1998 - May 2000
Skills
Mutual Funds, Spanish, Fund Accounting, Securities, Fixed Income, Client Development, Manage Client..., Client Service Oriented, Superior Client Service
Education
Stonehill College 1983 — 1987
Accounting and Business/Management
Tom Malvesti's State Street Bank Experience 1999 - 2003
Job Firefighter at City of Quincy
Industry Public Safety
Experience
City of Quincy August 2003 - Present
State Street Bank 1999 - 2003
Life Resources - Pilgrim Center 1998 - 1999
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Teaching, Outlook, Community Outreach, Nonprofits, Event Planning, Supervisory Skills, Budgets, Fundraising, Volunteer Management, Emergency Management, Team Building, Social Media, Leadership
Education
Stonehill College 1995 — 1998
Ba, Criminal Justice/Law Enforcement Administration
City of Quincy August 2003 - Present
State Street Bank 1999 - 2003
Life Resources - Pilgrim Center 1998 - 1999
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Teaching, Outlook, Community Outreach, Nonprofits, Event Planning, Supervisory Skills, Budgets, Fundraising, Volunteer Management, Emergency Management, Team Building, Social Media, Leadership
Education
Stonehill College 1995 — 1998
Ba, Criminal Justice/Law Enforcement Administration
Steve Hunkeler's State Street Bank Experience 1991 - 1996
Job Banking Professional
Industry Banking
Experience
State Street Bank 1991 - 1996
Education
Stonehill College
State Street Bank 1991 - 1996
Education
Stonehill College
Betty Lo's State Street Bank Experience June 2012 - October 2012
Job Accounts Payable Clerk at Tufts University
Industry Financial Services
Experience
Tufts University August 2015 - Present
Barefoot Books April 2015 - July 2015
J.P. Morgan October 2012 - November 2013
State Street Bank June 2012 - October 2012
State Street Global Services June 2011 - May 2012
Skills
Analysis, Leadership, Finance, Business Analysis, Bloomberg Terminal, Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, Microsoft Word, Management, Research, Financial Statements, Access, Data Analysis, Bloomberg, Time Management, Budgets, Word, Excel, Writing Skills, QuickBooks, Salesforce.com, PeopleSoft Financial
Education
Suffolk University 2009 — 2012
Bachelor's
Tufts University August 2015 - Present
Barefoot Books April 2015 - July 2015
J.P. Morgan October 2012 - November 2013
State Street Bank June 2012 - October 2012
State Street Global Services June 2011 - May 2012
Skills
Analysis, Leadership, Finance, Business Analysis, Bloomberg Terminal, Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, Microsoft Word, Management, Research, Financial Statements, Access, Data Analysis, Bloomberg, Time Management, Budgets, Word, Excel, Writing Skills, QuickBooks, Salesforce.com, PeopleSoft Financial
Education
Suffolk University 2009 — 2012
Bachelor's
Stephen Considine's State Street Bank Experience July 2005 - April 2008
Job Sr. Supply Chain Analyst at UTC Aerospace Systems
Industry Defense & Space
Experience
UTC Aerospace Systems July 2013 - Present
Raytheon October 2012 - June 2013
Adecco July 2010 - June 2011
State Street Bank July 2005 - April 2008
DJ Reardon Inc January 2000 - January 2004
Education
Bentley University McCallum School of Business 2007 — 2010
Master, Business Administration 2010; Finance, Marketing
Stonehill College 2000 — 2005
Bachelor of Arts, Economics 2005
UTC Aerospace Systems July 2013 - Present
Raytheon October 2012 - June 2013
Adecco July 2010 - June 2011
State Street Bank July 2005 - April 2008
DJ Reardon Inc January 2000 - January 2004
Education
Bentley University McCallum School of Business 2007 — 2010
Master, Business Administration 2010; Finance, Marketing
Stonehill College 2000 — 2005
Bachelor of Arts, Economics 2005
Garrett Diggins's State Street Bank Experience August 2004 - July 2007
Job Principal at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 2007 - Present
State Street Bank August 2004 - July 2007
Skills
Fixed Income, Bloomberg, Investments, Fund Accounting, Trading, Hedge Funds, Derivatives, Securities, Mutual Funds, Settlement, Equities, Asset Management, Alternative Investments, Capital Markets, Corporate Actions, Financial Analysis, Financial Services, Portfolio Management
Education
Suffolk University 2008 — 2011
Master of Business Administration (M.B.A.), Finance
Westfield State College 1999 — 2003
Bachelor's degree, Accounting and Finance
State Street Global Advisors June 2007 - Present
State Street Bank August 2004 - July 2007
Skills
Fixed Income, Bloomberg, Investments, Fund Accounting, Trading, Hedge Funds, Derivatives, Securities, Mutual Funds, Settlement, Equities, Asset Management, Alternative Investments, Capital Markets, Corporate Actions, Financial Analysis, Financial Services, Portfolio Management
Education
Suffolk University 2008 — 2011
Master of Business Administration (M.B.A.), Finance
Westfield State College 1999 — 2003
Bachelor's degree, Accounting and Finance
Christopher Mezak's State Street Bank Experience March 2007 - Present
Job Senior Portfolio Administrator at State Street Bank
Industry Financial Services
Experience
State Street Bank March 2007 - Present
Education
Suffolk University - Sawyer Business School 2004 — 2006
BA, Finance
State Street Bank March 2007 - Present
Education
Suffolk University - Sawyer Business School 2004 — 2006
BA, Finance
Jonathan Guissarri's State Street Bank Experience March 2008 - December 2011
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman November 2011 - Present
State Street Bank March 2008 - December 2011
State Street Bank April 2007 - March 2008
State Street June 2006 - April 2007
Skills
Mutual Funds, Accounting, Equities, Corporate Actions, Securities, Regulatory Reporting, Regulatory Affairs, Regulatory Submissions, Securities Regulation, Account Reconciliation, Analysis, Auditing, Bloomberg, Financial Services, Fund Accounting
Education
Stonehill College 2002 — 2006
Bachelor of Science in Business Administration, Accounting
Brown Brothers Harriman March 2015 - Present
Brown Brothers Harriman November 2011 - Present
State Street Bank March 2008 - December 2011
State Street Bank April 2007 - March 2008
State Street June 2006 - April 2007
Skills
Mutual Funds, Accounting, Equities, Corporate Actions, Securities, Regulatory Reporting, Regulatory Affairs, Regulatory Submissions, Securities Regulation, Account Reconciliation, Analysis, Auditing, Bloomberg, Financial Services, Fund Accounting
Education
Stonehill College 2002 — 2006
Bachelor of Science in Business Administration, Accounting
Stephanie Reardon's State Street Bank Experience May 2011 - October 2013
Job Writer, Editor, Skilled Communicator
Industry Writing and Editing
Experience
Xtelligent Media December 2014 - March 2015
State Street October 2012 - November 2014
State Street Bank May 2011 - October 2013
SIlver Leaf Press February 2011 - April 2012
State Street October 2010 - April 2011
Salamander magazine 2011 - 2011
Skills
Proofreading, Editing, Writing, Creative Writing, Administrative Duties, Intermediate Italian, Copy Editing, Software Documentation, Public Speaking, Italian, Publishing, Copywriting, Content Management, Editorial, Books, Magazines, Blogging, Web Content, Publications, Journalism, Press Releases, WordPress, Facebook, Social Networking, Social Media, Research
Education
Suffolk University 2007 — 2010
B.A, English, creative writing
Suffolk University 2006 — 2010
Bachelor's Degree, English and Creative writing
Xtelligent Media December 2014 - March 2015
State Street October 2012 - November 2014
State Street Bank May 2011 - October 2013
SIlver Leaf Press February 2011 - April 2012
State Street October 2010 - April 2011
Salamander magazine 2011 - 2011
Skills
Proofreading, Editing, Writing, Creative Writing, Administrative Duties, Intermediate Italian, Copy Editing, Software Documentation, Public Speaking, Italian, Publishing, Copywriting, Content Management, Editorial, Books, Magazines, Blogging, Web Content, Publications, Journalism, Press Releases, WordPress, Facebook, Social Networking, Social Media, Research
Education
Suffolk University 2007 — 2010
B.A, English, creative writing
Suffolk University 2006 — 2010
Bachelor's Degree, English and Creative writing
Jenny Hoang's State Street Bank Experience May 2013 - Present
Job Financial Reporting Officer at StateStreet Corporation
Industry Financial Services
Experience
State Street Bank May 2013 - Present
State Street Bank October 2012 - May 2013
JPMorgan Chase July 2011 - October 2012
State Street Corporation July 2008 - July 2011
Investors Bank & Trust Co October 2007 - September 2008
Investors Banks and Trust Co. September 2006 - October 2007
Investor Bank and Trust May 2005 - September 2006
Sovereign Bank November 2003 - May 2005
Skills
Financial Reporting, General Ledger, Accounting, Finance
Education
Boston University of Massachusetts
Bachelor of Science, Finance
John D O'Bryant
Suffolk University
MS, Accounting
State Street Bank May 2013 - Present
State Street Bank October 2012 - May 2013
JPMorgan Chase July 2011 - October 2012
State Street Corporation July 2008 - July 2011
Investors Bank & Trust Co October 2007 - September 2008
Investors Banks and Trust Co. September 2006 - October 2007
Investor Bank and Trust May 2005 - September 2006
Sovereign Bank November 2003 - May 2005
Skills
Financial Reporting, General Ledger, Accounting, Finance
Education
Boston University of Massachusetts
Bachelor of Science, Finance
John D O'Bryant
Suffolk University
MS, Accounting
Nicolaos Kritikos's State Street Bank Experience July 2006 - December 2011
Job Senior Performance Analyst
Industry Financial Services
Experience
State Street December 2011 - Present
State Street Bank July 2006 - December 2011
First Kostas Corp April 2002 - March 2006
UBS/PAINEWEBBER July 1999 - January 2001
Skills
Financial Analysis, Process Improvement, Accounting, Account Reconciliation, Derivatives, Budgets, Auditing, Internal Controls, Trading, Software Documentation, Bloomberg, Fixed Income
Education
Suffolk University 2002 — 2006
Bachelor of Science, Business Administration
State Street December 2011 - Present
State Street Bank July 2006 - December 2011
First Kostas Corp April 2002 - March 2006
UBS/PAINEWEBBER July 1999 - January 2001
Skills
Financial Analysis, Process Improvement, Accounting, Account Reconciliation, Derivatives, Budgets, Auditing, Internal Controls, Trading, Software Documentation, Bloomberg, Fixed Income
Education
Suffolk University 2002 — 2006
Bachelor of Science, Business Administration
Joanne Sivillo's State Street Bank Experience 1992 - 1994
Job Tax Professional in search of a financial services position
Industry
Experience
Allianz Global Investors December 2009 - April 2014
BNY Mellon June 2007 - December 2009
Evergreen Investments September 1997 - October 2003
Fidelity Investments 1994 - August 1997
State Street Bank 1992 - 1994
Skills
Financial Reporting, Financial Analysis, Mutual Funds, Tax, Financial Statements, Asset Management, Hedge Funds, Investments, Securities, Accounting, Equities, Alternative Investments
Education
Suffolk University 1989 — 1992
Bachelor of Science (BS), Accounting
Allianz Global Investors December 2009 - April 2014
BNY Mellon June 2007 - December 2009
Evergreen Investments September 1997 - October 2003
Fidelity Investments 1994 - August 1997
State Street Bank 1992 - 1994
Skills
Financial Reporting, Financial Analysis, Mutual Funds, Tax, Financial Statements, Asset Management, Hedge Funds, Investments, Securities, Accounting, Equities, Alternative Investments
Education
Suffolk University 1989 — 1992
Bachelor of Science (BS), Accounting
Sara Srey's State Street Bank Experience 2008 - 2010
Job Experienced Fund Administrator
Industry Financial Services
Experience
STATE STREET GLOBAL SERVICES January 2008 - December 2010
State Street Bank 2008 - 2010
MELLON FINANCIAL CORPORATION June 2006 - July 2007
REAL ESTATE ACCOUNTING SERVICES June 2004 - May 2006
Education
Suffolk University 1999 — 2006
BSBA, Accounting
Suffolk University
Bachelor of Science, Business Administration, Accounting
STATE STREET GLOBAL SERVICES January 2008 - December 2010
State Street Bank 2008 - 2010
MELLON FINANCIAL CORPORATION June 2006 - July 2007
REAL ESTATE ACCOUNTING SERVICES June 2004 - May 2006
Education
Suffolk University 1999 — 2006
BSBA, Accounting
Suffolk University
Bachelor of Science, Business Administration, Accounting
Diana Overlan's State Street Bank Experience 1992 - 1993
Job
Industry
Experience
Goldman Sachs 1994 - 2003
Brown Brothers Harriman 1993 - 1994
State Street Bank 1992 - 1993
Education
Stonehill College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Goldman Sachs 1994 - 2003
Brown Brothers Harriman 1993 - 1994
State Street Bank 1992 - 1993
Education
Stonehill College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Anthony Valente, CPA's State Street Bank Experience January 2011 - August 2012
Job Hedge Fund Accountant at Black Diamond
Industry Accounting
Experience
Black Diamond August 2012 - Present
State Street Bank January 2011 - August 2012
JPMorgan Chase August 2010 - January 2011
DKR Capital Inc May 2008 - August 2008
MIVA June 2007 - August 2007
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Office, Bloomberg, Account Reconciliation, Bonds, Corporate Actions, Bank Reconciliation, Fixed Income, GAAP, General Ledger, Access, Mutual Funds, Financial Analysis, Financial Reporting, Financial Statements, Fund Accounting, Accounting
Education
Stonehill College 2006 — 2010
Bachelor of Science (B.S.), Accounting
Keller Graduate School of Management 2011 — 2013
Master of Accounting & Financial Management, Accounting and Finance
John Cabot University 2009 — 2009
Black Diamond August 2012 - Present
State Street Bank January 2011 - August 2012
JPMorgan Chase August 2010 - January 2011
DKR Capital Inc May 2008 - August 2008
MIVA June 2007 - August 2007
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Office, Bloomberg, Account Reconciliation, Bonds, Corporate Actions, Bank Reconciliation, Fixed Income, GAAP, General Ledger, Access, Mutual Funds, Financial Analysis, Financial Reporting, Financial Statements, Fund Accounting, Accounting
Education
Stonehill College 2006 — 2010
Bachelor of Science (B.S.), Accounting
Keller Graduate School of Management 2011 — 2013
Master of Accounting & Financial Management, Accounting and Finance
John Cabot University 2009 — 2009
Kaire Canova's State Street Bank Experience September 1998 - March 2002
Job Accounting Manager at East Coast Flightcraft Inc
Industry Automotive
Experience
East Coast Flightcraft Inc August 2013 - Present
CNE Direct, Inc. June 2004 - June 2012
State Street Bank September 1998 - March 2002
Skills
Accounting, Account Management, Start-ups, Process Improvement, Supply Chain Management
Education
Suffolk University
Accounting
University of Tartu
Finance, General
East Coast Flightcraft Inc August 2013 - Present
CNE Direct, Inc. June 2004 - June 2012
State Street Bank September 1998 - March 2002
Skills
Accounting, Account Management, Start-ups, Process Improvement, Supply Chain Management
Education
Suffolk University
Accounting
University of Tartu
Finance, General
Jennie Ross's State Street Bank Experience December 1988 - June 2003
Job Senior Administrative Assistant at United Behavioral Health
Industry Hospital & Health Care
Experience
United Behavioral Health December 2005 - Present
State Street Bank December 1988 - June 2003
Skills
Strategy, Healthcare
Education
Suffolk University
Bachelor of Science (BS), Training/Office Systems
United Behavioral Health December 2005 - Present
State Street Bank December 1988 - June 2003
Skills
Strategy, Healthcare
Education
Suffolk University
Bachelor of Science (BS), Training/Office Systems
William Garland's State Street Bank Experience April 2011 - December 2014
Job AVP at State Street Bank
Industry Financial Services
Experience
State Street January 2015 - Present
State Street Bank April 2011 - December 2014
State Street Bank July 2008 - April 2011
State Street Bank July 2007 - July 2008
Investors Bank & Trust June 2006 - July 2007
Skills
Fixed Income, Corporate Actions, Mutual Funds, Fund Accounting, Bloomberg
Education
Stonehill College 2002 — 2006
Bachelor of Arts (BA), Economics
State Street January 2015 - Present
State Street Bank April 2011 - December 2014
State Street Bank July 2008 - April 2011
State Street Bank July 2007 - July 2008
Investors Bank & Trust June 2006 - July 2007
Skills
Fixed Income, Corporate Actions, Mutual Funds, Fund Accounting, Bloomberg
Education
Stonehill College 2002 — 2006
Bachelor of Arts (BA), Economics
Ryan Dowson's State Street Bank Experience May 2001 - October 2001
Job Buyer at Ct. Gardens Inc.
Industry Retail
Experience
Ct. Gardens Inc. September 2013 - Present
Agway of Cape Cod May 2012 - September 2013
Agway of Cape Cod August 2007 - June 2012
Agway of Cape Cod June 2006 - August 2007
Agway of Cape Cod October 2002 - June 2006
Agway of Cape Cod October 2001 - October 2002
State Street Bank May 2001 - October 2001
State Street Bank June 2000 - May 2001
Skills
Customer Service, Retail, Inventory Management, Microsoft Office, Purchasing, Customer Satisfaction, Time Management, Logistics, Microsoft Excel, Operations Management, Merchandising, Inventory Control, Profit, Forecasting, Process Scheduler, Sales, New Business Development, Sales Management
Education
Stonehill College 1996 — 2000
Bachelor of Arts (BA), History/Political Science Double Major
Ct. Gardens Inc. September 2013 - Present
Agway of Cape Cod May 2012 - September 2013
Agway of Cape Cod August 2007 - June 2012
Agway of Cape Cod June 2006 - August 2007
Agway of Cape Cod October 2002 - June 2006
Agway of Cape Cod October 2001 - October 2002
State Street Bank May 2001 - October 2001
State Street Bank June 2000 - May 2001
Skills
Customer Service, Retail, Inventory Management, Microsoft Office, Purchasing, Customer Satisfaction, Time Management, Logistics, Microsoft Excel, Operations Management, Merchandising, Inventory Control, Profit, Forecasting, Process Scheduler, Sales, New Business Development, Sales Management
Education
Stonehill College 1996 — 2000
Bachelor of Arts (BA), History/Political Science Double Major
Dana Tsui's State Street Bank Experience 1996 - 2012
Job UNIX/Linux Systems Administrator
Industry Information Technology and Services
Experience
Optum October 2013 - Present
State Street Bank 1996 - 2012
Spaulding Rehabilitation Hospital April 1994 - April 1996
Skills
Solaris, Disaster Recovery, Servers, Unix, AIX, Veritas Storage..., Veritas Cluster Server, Operating Systems, Veritas Volume Manager, Software Installation, BMC Remedy, Troubleshooting, TCP/IP, Integration, Databases, Cluster, Oracle RAC, Red Hat Linux, NFS, HMC, VMware Infrastructure, Windows XP Pro, High Availability, ZFS, IBM AIX
Education
Suffolk University
Computer Information Systems
Optum October 2013 - Present
State Street Bank 1996 - 2012
Spaulding Rehabilitation Hospital April 1994 - April 1996
Skills
Solaris, Disaster Recovery, Servers, Unix, AIX, Veritas Storage..., Veritas Cluster Server, Operating Systems, Veritas Volume Manager, Software Installation, BMC Remedy, Troubleshooting, TCP/IP, Integration, Databases, Cluster, Oracle RAC, Red Hat Linux, NFS, HMC, VMware Infrastructure, Windows XP Pro, High Availability, ZFS, IBM AIX
Education
Suffolk University
Computer Information Systems
Ha Dieu's State Street Bank Experience 2005 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
State Street Bank 2005 - 2013
Fleet Bank September 1996 - November 2005
Skills
Mutual Funds, Securities, Financial Services, Bloomberg, Equities, Fixed Income, Investments, Banking, Financial Analysis, Derivatives, Portfolio Management, Asset Management, Hedge Funds, Fund Accounting, Risk Management
Education
Suffolk University 1988 — 1990
MBA
Suffolk University 1986 — 1990
BS in Accounting and MBA
State Street Bank 2005 - 2013
Fleet Bank September 1996 - November 2005
Skills
Mutual Funds, Securities, Financial Services, Bloomberg, Equities, Fixed Income, Investments, Banking, Financial Analysis, Derivatives, Portfolio Management, Asset Management, Hedge Funds, Fund Accounting, Risk Management
Education
Suffolk University 1988 — 1990
MBA
Suffolk University 1986 — 1990
BS in Accounting and MBA
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.