State Street Bank
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Assets under management: 2.782 trillion USD (2017) Headquarters: Boston, Massachusetts, United States Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
State Street Bank Salaries. You can even request information on how much does State Street Bank pay if you want to. Learn about salaries, pros and cons of working for State Street Bank directly from the past employees.
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4,182 State Street Bank employees in database. Find out everything there's to know about State Street Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Bank Employees
UMB Bank March 2015 - Present
UMB Bank June 2013 - February 2015
State Street Bank March 2012 - June 2013
State Street Bank November 2010 - February 2012
State Street Bank July 2008 - October 2010
Skills
Portfolio Performance..., Financial Reporting, Bloomberg, Morningstar, Microsoft Excel, Microsoft Office, Mutual Funds, Database Administration, Project Management, Project Coordination, Trading Systems, Fund Administration, Fund Accounting, Corporate Actions
Education
University of Kansas 2005 — 2008
BGS, Economics, Business
Huntington National Bank March 2015 - Present
Burns & McDonnell March 2014 - January 2015
State Street Bank December 2012 - March 2014
State Street March 2012 - December 2012
Skills
Auditing, Financial Accounting, Business Valuation, Management Accounting, Financial Analysis, Financial Reporting, Accounting, Financial Statements, Finance, Mutual Funds, Bloomberg
Education
The University of Kansas 2005 — 2011
Bachelor of Science, Accounting and Finance Major
Consortium Institute of Management and Business Administration 2009 — 2009
Business Finance
Beneficial State Bank April 2015 - Present
River City Bank June 2012 - April 2015
UC Davis February 2012 - June 2012
State Street Bank June 2011 - August 2011
Associated Students of the University of California, Davis November 2010 - June 2011
Skills
Banking, Financial Analysis, Credit Analysis, Finance, Economics, Microsoft Office, Business Analysis, Portfolio Management, Loans, Financial Modeling, Private Pilot, VBA, Relationship Management, Accounting, Commercial Banking, Recruiting, Commercial Lending, LinkedIn, Networking, Real Estate, Cash Flow Analysis, Financial Statements, Credit, Investments, Asset Management, Microsoft Excel, Valuation, Credit Risk, Negotiation, Financial Reporting, Risk Management, Customer Service, Data Analysis, Budgets, Sales, Outlook, Financial Statement..., Market Analysis, Market Research, Mutual Funds, Technical Analysis, Small Business Lending, Time Management, Analytics, Access, Private Banking
Education
The Chinese University of Hong Kong 2011 — 2012
Semester Abroad Program in Hong Kong
University of California, Davis 2010 — 2012
Bachelor of Arts, Economics
DST Financial Services August 2015 - Present
DST Retirement Solutions September 2014 - August 2015
DST Retirement Solutions September 2012 - August 2014
State Street Corporation May 2011 - September 2012
State Street Bank March 2007 - May 2011
State Street Bank October 2005 - March 2007
State Street Bank September 2004 - October 2005
State Street Bank July 2003 - September 2004
Skills
Software Project..., Strategic Planning, Product Development, Program Management, Project Planning, Project Implementation, Project Coordination, Project Portfolio..., Project Execution, Project Delivery, Full SDLC, Business Analysis, Business Planning, Business Management, New Business Development, Business Process, MS Project, MS Office Suite, Lean Sigma, Six Sigma, Team Building, Change Management, Team Leadership, Operations Management, Visio, Process Improvement, Analysis, Process Development, Risk, Securities, Governance, Risk Management, SDLC, Requirements Gathering, Process Engineering, Business Process..., Banking, Risk Mitigation, Requirements Analysis, Team Management, Portfolio Management, Business Requirements, Cross-functional Team..., PMO, Certified Project..., Project Management, Management, Financial Services, Leadership, SharePoint
Education
The Ohio State University
Bachelors, Economics
Worthington Kilbourne
State Street August 2011 - Present
State Street Bank January 2009 - July 2011
State Street Bank January 2004 - December 2008
Siven Ltd. 1998 - 2001
Co. for Ready Made Garments 1998 - 1998
VITOSHA-47 CO LTD 1995 - 1998
Skills
Financial Reporting, Financial Statements, Financial Analysis, Financial Regulation, Financial Audits, Mutual Funds, GAAP Standards, SEC filings, Lean Management, Lean Manufacturing, Garment Manufacturing, Quality Assurance, Pattern Design, Project Management, Operations Management, SEC Filings, Accounting, Investments
Education
University of Kansas - Graduate School of Business 2001 — 2003
Master of Business Administration (MBA), Finance
Technical University Sofia 1991 — 1995
Master of Science, Garment and Textile engineering
Beacon Communities LLC April 2014 - Present
Harvard University 2009 - Present
State Street Bank 2006 - 2009
Skills
Account Reconciliation, Accounting, Financial Reporting, General Ledger, QuickBooks, Auditing, Accounts Receivable, Accounts Payable, Microsoft Excel, Internal Controls, Payroll, Budgets, Microsoft Office, Variance Analysis, Bank Reconciliation, PeopleSoft, Accruals, Data Analysis, Journal Entries, Fixed Assets, Financial Analysis, Financial Audits, Financial Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2006
Bachelor's degree, Finance & Marketing
Guy Carpenter June 2013 - Present
State Street Bank October 2012 - June 2013
Electric Boat July 2011 - August 2011
Skills
Analysis, Portfolio Management, Financial Analysis, Financial Modeling, Asset Management, Fixed Income, Data Analysis, Bloomberg, Securities, Mutual Funds, Investments, Alternative Investments, Structured Finance, Bonds, Budgets, Equities, Banking, Valuation, Capital Markets, Analytics, Forecasting, Microsoft Excel, PowerPoint, CDO, Hyperion Planning, Salesforce.com, Microsoft Project, Project Management, Client Relations, Revenue Analysis
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts (B.A.), Economics
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Dairy Farmers of America July 2013 - Present
Visiting Nurse Association of Kansas City July 2011 - Present
Parker and Lynch April 2011 - June 2013
EFL Associates, a CBIZ Company October 2009 - November 2010
State Street Bank April 2000 - September 2007
Parker + Lynch Ajilon November 1993 - April 2000
Skills
Executive Search, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Sourcing, Recruiting, Onboarding, Employee Relations, Human Resources, Talent Management, Internet Recruiting, College Recruiting, Benefits Negotiation, Financial Services, Contract Recruitment, Account Management, Accounting, New Business Development, Business Strategy, Business Process..., Business Analysis, Supply Chain Management, Healthcare Management, Healthcare Information..., Healthcare Consulting, Healthcare Industry, Healthcare Analytics, Operations Management, Sales Operations, Temporary Staffing, Screening, HRIS, Start-ups, CRM
Education
University of Kansas
BBA, Accounting and Business Admin
Cerner Corporation February 2014 - Present
State Street Bank June 2013 - February 2014
State Street Bank January 2013 - May 2013
University of Kansas September 2011 - January 2013
CPI Corp. May 2010 - September 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Social Media, Data Analysis, Teamwork, Facebook, Social Media Marketing, Project Management, Social Networking, SPSS, New Business Development, Financial Analysis, Financial Reporting, Access
Education
University of Kansas 2009 — 2013
Bachelor of Applied Science (BASc), Finance, General
CIMBA UG Fall 2011 2011 — 2011
Desmet Jesuit High
JPMorgan Chase December 2013 - Present
Ernst & Young February 2012 - December 2013
State Street Bank September 2009 - January 2012
i-flex Consulting December 2006 - May 2010
Standard Chartered Bank July 2004 - December 2006
Kotak Mahindra Bank March 2003 - June 2004
Skills
Credit Risk, Basel II, Counterparty Risk, Risk Management, Banking, CCAR compliance, Financial Risk, Credit, Strategy, Management Consulting, Analysis, Financial Modeling, Corporate Finance, Investment Banking, Stress Testing, Financial Services
Education
Symbiosis institute of Management Studies 2003 — 2005
MBA (Finance), Finance
Institute of Chartered Accountants of India 1998 — 2002
CA, Finance, accounts, audit, law, taxation
State Street Bank February 2002 - Present
State Street Bank June 2011 - June 2014
State Street Bank & Trust June 2008 - May 2011
State Street Corp. June 2007 - May 2008
State Street Corp August 2005 - June 2007
State Street Corp March 2004 - August 2005
State Street Corp February 2002 - March 2004
Capitol Federal Savings May 1999 - February 2002
Skills
Banking, Mutual Funds, Portfolio Management, Finance, Financial Reporting, Risk Management, Management, Analysis, Process Improvement, Training, Financial Services, Analytics, Equities
Education
The University of Kansas 1995 — 2000
Bachelor of Business Administration (BBA)
Danno Consulting February 2014 - Present
IBM November 2012 - January 2014
Danno Consulting January 2007 - October 2012
State Street Bank November 2005 - December 2006
AMK Consulting January 2003 - December 2005
Bearingpoint July 1996 - January 2003
Fidelity Investments 1996 - 1997
Lechmere Sales 1983 - 1996
Skills
Change Management, IT Strategy, Business Analysis, Program Management, Business Process..., Leadership Development, Project Management, SDLC, Enterprise Architecture, Management Consulting, Process Improvement, Strategic Planning, Outsourcing, Governance, PMO, Business Intelligence, Integration, Software Development, Strategy, Analysis, Databases, Leadership, Consulting, Business Transformation, Business Process, IT Management, Business Process...
Education
Three Rivers Community College 1976 — 1978
Associate of Science (A.S.), Computer Science
Russell Investments December 2013 - Present
Russell Investments November 2012 - December 2013
Russell Investments June 2009 - November 2012
State Street Bank October 2005 - February 2009
State Street Bank August 2004 - September 2005
State Street Bank July 2003 - July 2004
Deutsche Bank June 2000 - June 2003
Bankers Trust October 1995 - May 2000
Lloyds TSB Bank 1987 - 1990
Skills
Vendor Management, Strategy, Relationship Management, Financial Services, Global Custody, Offshoring, Business Development, Outsourcing, Performance Measurement, BPO, Benchmarking, Customer Service, Risk Management, Management, CRM, Business Transformation, Banking Relationships, RFP Generation, Globalization, Fee, Negotiation, Strategic Planning, Change Management, Business Process..., Executive Management, Due Diligence, Process Improvement, Fund Administration, Governance, Securities Lending, Investment Management, Customer Relations, Commercial Negotiations, Enterprise Relationship..., Fee Benchmarking, BPO Offshoring, Project Management, PMP
Education
The University of Edinburgh 1993 — 1994
MSc, Geographical Information Systems, Pass
University of Nottingham 1990 — 1993
BA (Hons), Geography, 2:1
Waltham Toll Bar 1980 — 1987
Hewlett-Packard May 2014 - Present
The Ettain Group / Bloomberg BNA August 2013 - February 2014
HP 2014 - 2014
HP 2014 - 2014
CSC November 2002 - August 2013
Lockheed Martin Information Technology 1995 - 2002
State Street Bank October 1992 - October 1995
Marriott International 1985 - 1989
Skills
Project Management, PMP, PMO, IT Outsourcing, IT Management, ITIL Certified, IT Service Management, ITIL, IT Strategy, IT Operations, SDLC, Certified Project..., Project Portfolio..., Data Center, Disaster Recovery
Education
The George Washington University - School of Business 1982 — 1985
MBA, Information Systems Management
University of Rhode Island 1976 — 1980
Bachelor's Degree, Resource Development
State Street Bank October 2011 - Present
Abitus(Shanghai), Inc. November 2010 - September 2011
China XD Plastics (US) Inc. June 2010 - September 2010
Northeast Securities Inc. (Clearing Agent of JPMorgan Chase) July 2004 - August 2008
Education
The Johns Hopkins University - Carey Business School 2008 — 2010
Master, Finance
Capital One March 2015 - Present
Honeywell Inc January 2014 - March 2015
Honeywell Inc April 2012 - January 2014
Wipro Technologies November 2007 - January 2014
State Street Bank November 2007 - March 2012
C3i Inc January 2004 - January 2007
C3i SSPL January 2004 - January 2007
Skills
Microsoft Dynamics SL, Microsoft Exchange, Business Analysis, Requirements Analysis, Technical Recruiting, ITIL, Project Management, Training, Vendor Management, SDLC, Team Management, Troubleshooting, Disaster Recovery, Business Process, Consulting, IT Service Management, Management, Networking, Oracle, Program Management, Service Delivery, SharePoint, Talent Acquisition, Technical Support
Education
Symbiosis institute of Management Studies 2002 — 2006
PG Diploma, Human Resources
Retail App Partners October 2013 - Present
Grace Brethren Church of Powell September 2012 - June 2013
The Limited Stores January 2008 - November 2011
The Longaberger Company July 2006 - December 2007
Abercrombie & Fitch March 1990 - May 2006
Limited Brands, Inc. March 1990 - March 1996
Sterling Commerce 1987 - 1989
State Street Bank 1985 - 1987
Skills
Retail, Business Intelligence, ERP, Business Analysis, Vendor Management, E-commerce, IT Management, Integration, Software Development, CRM, Cross-functional Team..., Strategy, Business Process..., IT Strategy, Management, SDLC, Process Improvement, Team Leadership, Leadership, Business Process, Program Management, Change Management, Project Portfolio..., Team Building, Product Management, Project Planning
Education
The Ohio State University 1979 — 1984
BS/CIS
Suffolk University September 2010 - Present
Massachusetts Coalition for Occupational Safety and Health January 2011 - April 2011
State Street Bank June 2009 - August 2010
State Street June 2008 - August 2008
Skills
Communication Written, Critical Thinking and..., Interpersonal..., Public Management, Quantitative Analysis, Budget Management, Human Resource Mangement
Education
Suffolk University - Sawyer Business School 2010 — 2012
Masters in Public Administration and Political Science, Public Administration and Political Science
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts, Political Science
Broadscale Group July 2012 - Present
ThinkEco Inc. May 2011 - June 2012
Grid Storage Technologies (now Eos Energy Storage) January 2009 - January 2011
Goldman Sachs April 2006 - December 2008
Cinergy (now Duke Energy) April 2004 - April 2006
Cinergy Corp. January 2003 - April 2004
Cinergy Corp. March 2002 - January 2003
Enron Corp January 2001 - March 2002
Enron Corp 1997 - December 2000
State Street Bank 1994 - 1997
Education
University of Chicago GSB
The Catholic University of America
State Street Global Advisors April 2014 - Present
State Street Bank April 2013 - April 2014
UBS December 2011 - January 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Finance, Photoshop, Training, Account Management, CRM, Sales, Portfolio Management, Management, Analysis, Investments, Time Management, Dark Pools, Event Planning, Digital Photography, Commodity Pools
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science (BS), Marketing
University College Dublin 2011 — 2011
Study Abroad Business Program at Quinn School of Business
Waterford High School 2004 — 2008
State Street Bank September 2012 - Present
Education
Suffolk University - Sawyer Business School 2003 — 2007
BSBA, Finance
The Boston Language Institute September 2011 - Present
Boston English Teacher March 2010 - Present
Povo, Inc. May 2009 - March 2011
ACS July 2003 - August 2008
ACS January 1999 - July 2003
State Street Bank February 1998 - December 1998
State Street Bank July 1995 - February 1998
Rand McNally July 1993 - July 1995
Skills
Training, Public Speaking, Social Media Marketing, Editing, Management, CRM, Marketing, Teaching, Social Media, Project Management, Strategy, Event Planning, Nonprofits, Research, Marketing Communications, Salesforce.com, Blogging, SEO, Team Leadership, Team Building, PowerPoint, Business Development, Non-profits, Leadership, Customer Service, Proposal Writing, Time Management, English Teaching, TOEFL Training, English Grammar
Education
The University of Texas at San Antonio 1984 — 1988
B.A. French, French Language and Literature, Spanish Language and Literature, Linguistics
University of Richmond 1985 — 1986
State Street Bank December 2013 - Present
TAB Consultants September 2013 - October 2013
LeapFrogTrading, LLC February 2003 - March 2013
Fleet Bank 1999 - 2001
Bank of Boston 1998 - 1999
Bank of Boston 1994 - 1996
Bank of Boston 1990 - 1994
Skills
Algorithmic Trading..., Futures Trading, Forex Trading, Derivatives, Fund Administration, Capital Markets, Portfolio Management, Strategic Planning, Negotiation, Banking, Risk Management, Credit Risk, Credit Analysis, Financial Risk, Financial Analysis, Financial Modeling, Commercial Lending, Assets Recovery, Foreign Exchange, Financial Services, Strategy
Education
The University of Queensland 1977 — 1984
MBA, Finance
Mixon Hill Inc July 2013 - Present
Emmanuel Bible Church April 2008 - May 2013
State Street Bank 2007 - September 2012
Charles Geddes Consulting 2000 - 2011
State Street 2006 - 2007
State Street 2002 - 2006
State Street 2000 - 2002
State Street 1997 - 2000
State Street 1996 - 1997
State Street (purchased IFTC) 1994 - 1996
Skills
C#, Java, PowerBuilder, VBA, Oracle PL/SQL..., Microsoft SQL Server, Access, Sybase, Visual Studio, Microsoft Office, VSS, HTML, XML, SQL, QuickBooks, Hibernate, Actuate Report, Team Leadership, Software Development, Software Development..., Troubleshooting, Software Design, User Interface Design, User Acceptance Testing, JUnit, JDBC, Financial Accounting, Data Modeling, flex, ETL, Eclipse, Jasper Reports, ClearCase, Oracle, SDLC, Requirements Analysis, Databases, .NET
Education
Tennessee Temple University 1986 — 1990
Bachelor of Science (B.S.), Accounting
Accenture/Commonwealth of Massachusetts Child Enforcement Division May 2013 - Present
Accenture May 2013 - Present
Fidelity Investments: Institutional Wealth Services (IWS) November 2012 - January 2013
State Street Bank February 2012 - October 2012
Deutsche Bank October 2010 - June 2011
State Street 2006 - 2009
Investors Bank & Trust September 2006 - July 2007
Brown Brothers Harriman January 1996 - September 2006
Skills
FX, Settlement, Operations Management, Change Management, Reconciliation, Team Building, Corporate Actions, Global Custody, Mutual Funds, Bloomberg, SWIFT, Client Service, Back Office, Investment Operations, Euroclear, Settlements, Process Improvement, Analysis, Outsourcing, Middle Office, Financial Services, Investments, Account Reconciliation
Education
Suffolk University - Sawyer Business School 1991 — 1995
BSBA, Accounting
State Street May 2015 - Present
Janus Capital Group January 2015 - May 2015
Janus Capital Group September 2013 - December 2014
Janus Capital Group November 2011 - September 2013
State Street Bank February 2010 - November 2011
State Street Bank January 2008 - February 2010
Skills
Financial Accounting, Sales Support, Fund Accounting, Financial Reporting, Reporting & Analysis, Advertising Sales, Customer Relations, Customer Service, Customer Satisfaction, Bloomberg, Mutual Funds, Investments, Securities, Account Reconciliation, Financial Services, Accounting, Fixed Income, Corporate Actions, Equities, Analysis, Finance, Valuation, Asset Management, Microsoft Excel, Derivatives
Education
Baker University 2009 — 2010
MBA, Business
University of Kansas 2003 — 2007
Bachelors of Science in Marketing with a Concentration in Sports Sciences, Marketing
Law Office of Joseph L. Sulman, Esq. June 2012 - Present
Temple Ohabei Shalom September 2009 - April 2012
Zaharoff and Zaharoff June 2008 - May 2009
Law Office of David A. Lucas May 2006 - August 2006
Zipin and Melehy November 2004 - October 2005
State Street Bank August 2003 - September 2004
Skills
Legal Research, Westlaw, Legal Writing, Litigation, Estate Planning, Civil Litigation, Document Review, Mediation, Contract Negotiation, Settlement, Alternative Dispute..., Appeals, Hearings, Legal Issues, Nonprofits, Oral Arguments, Trials
Education
Suffolk University Law School 2006 — 2009
Juris Doctor
The George Washington University 1999 — 2003
Bachelor of Arts, Political Science
BSC Holding Inc May 2011 - Present
CenturyLink February 2006 - May 2010
Embarq August 2004 - February 2006
Sprint July 2000 - August 2004
State Street Bank December 1998 - July 2000
State Street Bank December 1996 - December 1998
State Street Bank January 1995 - December 1996
Skills
General Ledger, Account Reconciliation, Accounting, Process Improvement, Access, PeopleSoft, Variance Analysis, Auditing, Invoicing, Microsoft Excel, Financial Reporting, Financial Analysis, Forecasting, Management, Project Management, Accounts Payable, Journal Entries, ADP Payroll, Great Plains Software, Fixed Assets
Education
The University of Kansas 1990 — 1994
Business Administration, Accounting
TGA Cross Insurance December 2001 - Present
Cleary Insurance, Inc. May 1999 - November 2001
Brewer & Lord Insurance August 1995 - May 1999
Safety Strategy, Inc. January 1988 - August 1995
State Street Bank June 1986 - June 1988
Blue Cross Blue Shield of Virginia August 1984 - June 1986
Skills
Non-profits, Professional Services, Property & Casualty..., Professional Liability, Employment Practices..., Commercial Insurance, Workers Compensation, Insurance, D&O, Liability, Arts Organizations, Public Artists, Nonprofits, Commercial Lines, Umbrella Insurance, Risk Management, Inland Marine, Casualty, Underwriting, Brokers, Legal Liability, Casualty Insurance, Management
Education
The George Washington University
Marblehead 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
The George Washington University 1980 — 1984
B.A., Political Science
St.John's Preparatory School 1976 — 1980
Society for Certified Insurance Counselors 1999 — 2001
CIC, Insurance and Risk Management Principals
American Institute for Chartered Property Casualty Underwriters 1995 — 1998
CPCU, Property and Liability Insurance
Wellington Management September 2014 - Present
State Street Bank October 2012 - September 2014
StemMed KK May 2011 - October 2012
Acadian Asset Management May 2010 - August 2010
Analogic May 2009 - August 2009
Skills
Fluent Japanese, Entrepreneurship, Strategic Planning, Business Planning, Analysis, Marketing, Management, Investments
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies
Mascoma Valley Regional High School 2004 — 2008
Japanese Language School of Greater Boston 1996 — 2008
State Street Bank & Trust Co. March 2015 - Present
State Street March 2015 - Present
State Street Bank February 2012 - March 2015
M Johanen & Co April 2009 - October 2011
Skills
Mutual Funds, Bloomberg, Fixed Income, Equities, Securities, Derivatives, Financial Reporting, Internal Audit, External Audit, Accounting, Financial Modeling, Auditing, Fund Administration, Fund Accounting, Finance
Education
UMKC Henry W.Bloch School of Mangement 2013 — 2015
Master’s Degree, Accounting/Tax
The Institute of Chartered Accountants of India 2009 — 2011
Professional Competence Course, Accounting and Tax
WCC 2006 — 2009
Bachelor of Commerce (B.Com.), Accounting and Finance
Apple October 2014 - Present
Apple February 2013 - October 2014
Citadel Investment Group June 2011 - November 2012
Bank of America June 2010 - June 2011
Quantitative Services Group July 2009 - June 2010
Washington University in St. Louis January 2009 - May 2009
State Street Bank June 2007 - August 2007
Kaplan, Inc April 2006 - December 2006
Education
Washington University in St. Louis 2005 — 2009
B.A., Economics, Mathematics, English Literature
The London School of Economics and Political Science (LSE) 2008 — 2008
Economics
Massachusetts Department of Public Health July 2013 - Present
Brazilian Immigrant Center August 2009 - Present
Boston University School of Medicine April 2000 - Present
Lexington Insurance Company September 2010 - August 2012
Brigham and Women's Hospital April 2010 - June 2010
New England Eye Center April 2008 - December 2009
Massachusetts General Hospital August 2009 - September 2009
Simmons College November 2008 - January 2009
South End Community Health Center 2007 - 2009
State Street Bank August 2007 - July 2008
Skills
Project Management, Analysis, Databases, Vendor Management, Software Project..., Microsoft Office, Access Database, VBA, Software Documentation, Training, Management, Access, Microsoft Excel, Oracle, Software Development, Consulting, Visual Basic
Education
Tulane University - A.B. Freeman School of Business 1981 — 1984
MBA, Finance/Accounting
Syracuse University 1974 — 1978
BA, Marketing/Marketing Management, General
Needham HS 1971 — 1974
State Street March 2015 - Present
State Street Bank February 2013 - March 2015
State Street Bank April 2011 - January 2013
State Street Bank May 2008 - May 2011
Skills
Product Management, Product Development, Microsoft Excel, Marketing Strategy, Mutual Funds, Product Strategy, Writing Skills, Research, Economic and Financial..., Virtual Teams, Performance Measurement, Performance Attribution, Business Case..., Business Process..., Product Marketing, Social Media, Public Speaking, Competitive Analysis, Sales Support, Stakeholder Engagement, Market Analysis, Management, Marketing
Education
The George Washington University 2007 — 2011
Bachelor's Degree, Economics
Cohasset Concierge Services September 2014 - Present
Wedbush Securities March 2009 - August 2014
Pacific Growth Equities October 2004 - March 2009
BB&T Capital Markets April 2002 - October 2004
Weeden & Co. July 1996 - April 2002
State Street Bank February 1990 - July 1996
Skills
Series 7, Equity Trading, Investment Banking, Series 63, Bloomberg, Equities, Securities, Equity Research, Investments, Capital Markets, Options, Trading, Excel, Trading Systems, Word, PowerPoint, Microsoft Office, Series 55, Financial Services, Mutual Funds, Hedge Funds, Asset Management, Alternative Investments, Fixed Income, Management, Banking, Derivatives, IPO, Financial Analysis, Private Placements, Private Equity, Electronic Trading, Finance, Financial Markets, Due Diligence, Corporate Finance, Foreign Exchange, Investment Management, Risk Management, FINRA, Sales
Education
Suffolk University - Sawyer School of Management 1994 — 1996
Master of Science, Finance
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts, Economics
CapStar Bank February 2014 - Present
The Bank of Nashville January 2012 - February 2014
Fifth Third Bank October 2004 - January 2012
State Street Bank July 1992 - July 2004
Skills
Finance, Loans, Credit, Mortgage Lending, Consumer Lending, Small Business Lending, Banking, Commercial Banking, Commercial Lending, Retail Banking, Credit Analysis, Loan Origination, Cross Selling, Mortgage Banking, Portfolio Management, Financial Analysis, Refinance, Underwriting, Branch Management, Investments
Education
The University of Tennessee at Chattanooga 1984 — 1986
Business
Boston Private Bank May 2015 - Present
State Street December 2013 - May 2015
State Street Bank August 2012 - November 2013
Merrill Lynch September 2011 - January 2012
Fidelity Investments November 2011 - December 2011
Skills
Financial Analysis, Research, Financial Services, Bloomberg, Microsoft Excel
Education
Suffolk University Law School 2015 — 2019
Doctor of Law (J.D.), Evening JD Candidate
Union College 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Cohasset High School 2004 — 2008
High School Diploma
Doerner, Saunders, Daniel & Anderson September 2014 - Present
Norman Wohlegmuth Chandler & Jeter August 2013 - November 2013
Doerner, Saunders, Daniel & Anderson July 2013 - August 2013
Hall Estill May 2013 - July 2013
Tulsa County District Court July 2012 - January 2013
McAfee & Taft May 2012 - July 2012
State Street Bank May 2009 - May 2011
Waddell & Reed June 2008 - May 2009
Skills
Legal Research, Analysis, Legal Writing, Corporate Law, Courts, Commercial Litigation, Trials, Mutual Funds, Leadership
Education
University of Tulsa College of Law 2011 — 2014
JD
University of Kansas 2004 — 2008
Bachelor, Finance
Blue Valley North High School 2000 — 2004
State Street Bank July 2013 - Present
HNTB May 2013 - June 2013
Layne Christensen February 2013 - May 2013
H&R Block September 2010 - February 2013
The New Theatre Restaurant December 2009 - April 2010
Favorite Healthcare Staffing January 2008 - October 2008
DeVry University Kansas City campus 2005 - 2007
University of Phoenix Kansas City Campus 2003 - 2005
Princeton Information 2001 - 2003
Greenwich Technology Partners 2000 - 2001
Skills
Onboarding, Recruiting, Applicant Tracking..., Talent Acquisition, College Recruiting, Employee Relations, Internet Recruiting, Diversity Champion, Strategic Sourcing, IT Sourcing, Corporate Recruiting, iCIMS, BrassRing, JD Edwards, peoplesoft, Visas, HRIS, PeopleSoft, Human Resources, Employee Benefits, Training, Leadership, Software Documentation, Management, Personnel Management, Sourcing, New Hire Orientations, Temporary Staffing, FMLA, Conflict Resolution, Background Checks, Interviews, Policy
Education
University of Phoenix 2003 — 2005
Master of Arts, Organizational Management
The University of Georgia 1989 — 1993
Bachelor of Science
Heritage HS 1985 — 1989
Boston Realty Advisors October 2014 - Present
State Street Bank June 2013 - August 2013
Windham Capital Management May 2012 - August 2012
Skills
Research, Financial Analysis, Real Estate, Capital Markets, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Real Estate Development
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Trinity College-Hartford 2010 — 2014
Bachelor's Degree, Economics, Faculty Honors
Wayland High School 2006 — 2010
U.S. Bank November 2012 - Present
U.S. Bank June 2011 - November 2012
State Street Bank March 2010 - June 2011
Skills
Financial Analysis, Bloomberg, Portfolio Management, Client Service, Training and Development, Account Reconciliation, Securities, Trading, Client Services, Cash Flow, General Ledger
Education
The University of Kansas 2005 — 2010
B.A, Economics, Business
Brown Brothers Harriman September 2014 - August 2015
State Street June 2013 - August 2013
State Street Bank June 2012 - August 2012
Skills
Research, Microsoft Excel, Microsoft Word, Microsoft Office, SPSS, Stata, Bloomberg Terminal, Economic History, Economics, ETFs
Education
The London School of Economics and Political Science (LSE) 2015 — 2016
Master’s Degree, Economic History
The London School of Economics and Political Science (LSE) 2012 — 2014
Bachelor of Science (BS), Economic History, 2.1 (British System)
Bates College 2010 — 2012
Bachelor's degree, Economics
Phillips Academy Andover 2006 — 2010
Billtrust May 2015 - Present
Education Management Solutions (EMS) January 2012 - May 2015
State Street Bank May 2002 - December 2011
Global Logistics Technologies January 2001 - October 2001
The Vanguard Group November 1993 - January 2001
BDP International, Inc. December 1990 - November 1993
USERS, Inc., October 1988 - November 1990
Skills
Software Documentation, Technical Writing, Quality Assurance, Testing, Visio, Documentation, Databases, PowerPoint, HTML, RoboHelp, Doc-to-Help, Team Leadership, Word, Excel, Problem Solving, JIRA, Confluence
Education
Temple University 1976 — 1981
B,A,, Communications
Archbishop Ryan High School 1972 — 1976
LiquidCompass Group June 2014 - Present
State Street Bank June 2013 - August 2013
Caddo Minerals May 2012 - December 2012
PGi January 2011 - May 2012
PGi June 2010 - August 2010
Kinney Recruiting June 2009 - August 2009
Skills
Social Media Marketing, CMS, Project Management, Financial Modeling, Market Research, Vendor Management, Online Marketing, ArcGIS, MS Cert Excel, MS Cert PPT, MS Cert Word, Brightcove Video, ecommerce, Global Finance, Financial Operations, Oil Analysis, Oil & Gas Exploration
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
State Street Bank October 2012 - Present
Premier Sports Management January 2012 - May 2012
Boston Financial Data Services October 2010 - December 2011
Bill Self Summer Basketball Camp June 2010 - June 2010
Skills
Mutual Funds, Series 63, Series 7, Retirement, Investments, Series 6, Customer Service, Microsoft Excel, PowerPoint, Securities, Bloomberg, Financial Services, Microsoft Word, Microsoft Office, Finance
Education
University of Kansas 2008 — 2012
Bachelor of Sports Management
State Street Bank September 2010 - Present
Morgan Stanley May 2005 - June 2010
Deloitte October 1999 - June 2005
Skills
Derivatives, Financial Reporting, Financial Services, Financial Accounting, fixed income products, SEC Financial Reporting, IFRS, US GAAP, GAAP, SEC filings, Financial Statements
Education
Syracuse University
Bachelor of Science (BS), Finance, General
Public Consulting Group November 2013 - Present
State Street August 2012 - October 2013
State Street Bank June 2011 - August 2012
TGI Fridays September 2010 - June 2011
Outback Steakhouse October 2008 - August 2010
Total Deck Care May 2009 - September 2009
Chunky's Cinema Pub August 2006 - January 2008
ProfitKey International November 2006 - May 2007
Skills
Microsoft Office, Highly detail oriented, Analytical Skills, Interpersonal Skill, Problem Solving, Communication Skills, Multi Tasking, Meet Deadlines, Bloomberg, Teamwork, Self-motivated..., Overcoming Challenges, Customer Service, Fast Paced Environment, filing, Answering Telephones, Organization, Access, Filing, Telephone Skills
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Bachelor's degree, Finance, General
University of Notre Dame Australia
State Street Bank November 2012 - Present
State Street Bank May 2012 - November 2012
Alzheimer's Association, Massachusetts Chapter Headquarters February 2012 - March 2012
Suffolk University January 2011 - May 2011
Boston Chinatown Neighborhood Center, Inc (BCNC) February 2011 - April 2011
Boston Chinatown Neighborhood Center, Inc (BCNC) February 2010 - April 2010
Skills
PowerPoint, Bloomberg, Sales Tax, Microsoft Excel, Microsoft Access, Microsoft Word, Excel,..., TaxWise, ACL Software, Raiser's Edge, Saga MAS 500
Education
Suffolk University - Sawyer School of Management 2007 — 2011
BSBA, Major: Accounting, Minor: Finance
Point 72 Asset Management May 2011 - Present
AGS Law Group December 2010 - May 2011
PAR Capital Management, Inc. October 2005 - December 2010
Wellington Management Company, LLP May 1998 - October 2005
State Street Bank September 1996 - May 1998
Skills
Hedge Funds, Private Equity, Compliance, Investment Advisory, Private Placements, Bank loan syndication..., Equities, Mutual Funds, Due Diligence, Asset Management, Securities, Securities Regulation, Capital Markets, Management, Alternative Investments
Education
Suffolk University Law School 2002 — 2006
Doctor of Law (J.D.), Finance and Financial Management Services
University of Vermont 1991 — 1995
Bachelor of Arts (B.A.), Business and Merchandising
State Street Global Advisors September 2012 - Present
Loomis, Sayles & Company June 2011 - September 2012
State Street Bank December 2008 - June 2011
ZUME'S COFFEEHOUSE July 2007 - December 2008
Education
Suffolk University - Sawyer Business School 2004 — 2008
BSBA, Global Business & Management
Suffolk University - Madrid Campus 2004 — 2006
BSBA, Global Business
Agency 21 Consulting December 2014 - Present
Freelance May 2011 - Present
Food Network New York City Wine & Food Festival July 2010 - November 2013
Food Network South Beach Wine & Food Festival presented by FOOD & WINE August 2011 - March 2013
Karlitz & Company January 2010 - August 2010
State Street Bank January 2008 - June 2008
Skills
Weddings, Event Management, Microsoft Excel, Marketing Communications, Event Planning, PowerPoint, Microsoft Office, Social Media, Time Management, Food, Integrated Marketing, Social Networking, Culinary Skills, Marketing
Education
Chatham High School 2002 — 2006
Northeastern University 2006 — 2011
BS in Business Administration, Finance and Supply Chain Management
American University of Paris
Semester Abroad, Art History & Anthropology
Wright Career Colleges April 2013 - Present
SoCCM Foundation June 2008 - Present
USDA August 2007 - Present
Mazuma Credit Union June 2009 - May 2015
University of Phoenix October 2011 - June 2012
J.P. Morgan July 2004 - August 2007
Madison Capital Management March 2002 - July 2004
H&R Block March 2001 - March 2002
Prudential Financial July 2000 - March 2001
State Street Bank November 1999 - July 2000
Skills
Finance, Portfolio Management, Training, Analysis, Accounting, Marketing, Sales, Loans, Mutual Funds, Account Reconciliation, Research, Leadership, Strategic Planning, Internal Controls, Financial Analysis, Budgets, Team Building, Customer Service, Access, Public Speaking, Nonprofits, Microsoft Excel, Risk Management, 401k
Education
The Greater Kansas City Federal Executive Board / SkillPath Seminars 2015 — 2015
Business Writing and Grammar Skills Seminar
CUNA CPDOnline 2008 — 2014
CUNA's Volunteer Achievement Program (VAP), Credit Union Management
Midwest Center for Nonprofit Leadership @ Henry W Block School of Management (UMKC) 2010 — 2012
Professional Certificate in Nonprofit Fund Raising, Non-Profit/Public/Organizational Management
Graduate School USDA 2010 — 2011
Certificate of Completion, Elements of Statistics
Keller Graduate School 2006 — 2008
MBA, Finance
The Ohio State University 2007 — 2007
Completed Course Certificate, Agricultural Economics 1001 Milk Pricing & Marketing
DeVRY University - Kansas City 1996 — 2000
Bachelor, Accounting Information Systems
YouContent Media/YouBeauty April 2014 - Present
Zeta Interactive 2013 - Present
XL Marketing 2013 - 2013
Aspen University March 2011 - January 2012
Atrinsic June 2009 - October 2010
InAroha Jewelry Inc. July 2000 - January 2010
Active Response Group April 2006 - July 2009
Oridian May 2006 - January 2007
interclick.com September 2003 - September 2004
State Street Bank August 2001 - August 2003
Skills
Online Advertising, Ad Networks, Marketing, Affiliate Marketing, Mobile Marketing, SEM, PPC, Digital Marketing, Online Marketing, Lead Generation, Email Marketing, SEO, Customer Acquisition, Online Lead Generation
Education
Syracuse University 1996 — 2000
Bachelor of Science (BS), Finance, HR
Cerner Corporation July 2015 - Present
Burns & McDonnell January 2014 - June 2015
State Street May 2012 - January 2014
State Street Bank May 2011 - May 2012
3&2 Baseball Club April 2005 - May 2011
Skills
Oracle, Oracle Applications, Project Accounting, Fund Accounting, Accounting, Accounts Receivable, Accounts Payable, Account Reconciliation, Microsoft Excel, Microsoft Office, Financial Reporting, Financial Accounting, General Ledger, Financial Statements, Auditing, Mutual Funds, Financial Analysis, Bloomberg, Securities, Investments, Leadership, Finance
Education
University of Kansas 2007 — 2011
Bachelor of Science (B.S.), Accounting
Berkadia August 2015 - Present
Marcus & Millichap July 2012 - August 2015
State Street Bank July 2011 - July 2012
Advisors Excel July 2009 - June 2011
Jonathon P. Small, Attorney at Law January 2009 - May 2009
Skills
Mergers & Acquisitions, Social Media, PowerPoint, Finance, Marketing, Investments, Strategic Financial..., Event Planning, Management, Microsoft Excel, Financial Services, Insurance, Sales, Microsoft Office, Financial Advisory, Financial Analysis, Real Estate, Commercial Real Estate, Due Diligence, Investment Properties, Loans, Marketing Strategy, Leadership, Strategic Planning, Financial Planning
Education
University of Kansas 2006 — 2010
BS, History
State Street Bank November 2013 - Present
State Street Bank September 2010 - November 2013
LifeSource Community Resource Center May 2011 - November 2011
State Street Bank January 2008 - September 2010
Vology Corporation June 2005 - June 2010
Charleston Metro Chamber of Commerce January 2006 - April 2006
Skills
Microsoft Excel, Problem Solving, Strategic Thinking, Account Reconciliation, Variance Analysis, Process Improvement, Financial Analysis, Proposal Writing, Persuasive Presentations, High Pressure..., Accounting, Scalability, Financial Statement..., Budget, Business Analysis, Business Planning, Execution of Business..., Entrepreneurship, Brand Developement, Brand Management, Budgets, Sales, Leadership, Brand Development, Analysis, Innovation, Start-ups, Early-stage Startups, Start-up Consulting, Startup Development, Startup Marketing, Start-up Organizations, Nonprofit Startup..., Bootstrapping, Private Equity, Forecasting, Valuation, Marketing, Equities, Business Innovation, Creative Problem Solving, Creative Strategy, Securities, Mutual Funds, Alternative Investments, Management, Business Strategy
Education
The Citadel 2001 — 2006
Bachelor's Degree
Northwestern High School 1997 — 2001
State Street Bank 2010 - Present
State Street Bank 2007 - 2010
Franklin Templeton Investments 2007 - 2007
E*TRADE Financial 2004 - 2006
Skills
Mutual Funds, Client Billing, Expenses, Fund Accounting, Expense Allocation, Invoice Processing, Microsoft Excel, Process Improvement, Relationship Management, Securities, Corporate Actions
Education
University of the Pacific 2000 — 2004
BS, Mathematical Economics
London School of Economics and Political Science 2002 — 2003
General Course
Eastspring Investments Inc. June 2012 - Present
Performance Trust Investment Advisors, LLC November 2009 - June 2012
Pyramis Global Advisors, a Fidelity Company January 2006 - March 2007
UBS Global Asset Management January 1997 - March 2005
Keystone Investments (now Evergreen Investments) January 1989 - January 1997
State Street Bank 1987 - 1989
Chase/IDC 1981 - 1987
Continental Bank 1977 - 1981
Skills
Asset Management, Private Equity, Institutional
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA, Finance
Wheaton College 1973 — 1977
BA, Economics
American Century Investments January 2011 - Present
State Street Bank June 2008 - February 2011
State Street January 2007 - May 2008
State Street October 2005 - December 2006
State Street October 2004 - September 2005
State Street October 2003 - September 2004
State Street June 2001 - August 2003
Education
The University of Kansas 1997 — 2001
BS in Business Administration, Concentration in Communication Studies
TD Bank NA October 2008 - Present
Sovereign Bank 2005 - September 2008
State Street Bank 1997 - 2003
ABN AMRO 1995 - 1996
Bank of Tokyo-Mitsubishi 1990 - 1995
Bank of Boston 1986 - 1990
Skills
Credit, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Financial Analysis, Loans, Risk Management, Credit Risk, Mutual Funds
Education
BankStreet College
MS, Supervision & Administration
Syracuse University
BS
Athens, Greece July 2009 - January 2012
Epstein Becker & Green, P.C. January 2005 - January 2009
Latham & Watkins October 2002 - December 2004
State Street Bank 1996 - 1999
Skills
Securities Regulation, Legal Writing, Commercial Litigation, Corporate Law, Litigation, Legal Research, Class Actions
Education
University of Pennsylvania Law School 1999 — 2002
JD
New York University - Leonard N. Stern School of Business 1992 — 1996
BS, Finance
The London School of Economics and Political Science (LSE) 1994 — 1995
Stuyvesant High School 1989 — 1992
Brown Brothers Harriman April 2001 - Present
Independence Investments December 1999 - March 2001
Putnam Investments July 1997 - December 1999
BTM Capital Corporation August 1995 - June 1997
BTM Capital Corporation June 1993 - August 1995
State Street Bank January 1990 - June 1993
The Boston Company March 1988 - January 1990
Skills
Derivatives, FX, SWIFT, Fixed Income Trading, Equity Trading, Transfer Agency, Trading, Securities, Back Office, Portfolio Management, Reconciliation, Accounting, Mutual Funds, Pricing, Fixed Income, Equities, Bonds, Financial Reporting, Middle Office, Trading Systems, Options
Education
Suffolk University - Sawyer Business School 1992 — 1994
Masters of Science, Finance
University of Massachusetts Lowell 1982 — 1987
B.S., Finance
Malden High School
GTX Corporation September 2011 - Present
Encore Brands, Inc. October 2009 - Present
McKean Financial Consulting March 1998 - Present
Robert Half International May 2007 - March 2008
Parson Consulting July 2004 - February 2007
JBNF Inc., "dba" 24:7 Film March 2002 - July 2004
InternetStudios.com, Inc. March 2000 - March 2002
Franchise Mortgage Acceptance Company 1998 - 2000
PolyGram Filmed Entertainment October 1997 - October 1998
State Street Bank December 1989 - March 1996
Skills
Strategy, Mergers & Acquisitions, Management, Strategic Planning, Start-ups, Finance
Education
University of California, San Diego 2013 — 2015
Certificate in Brewing, Brewing Science
Thunderbird School of Global Management 2003 — 2004
MBA, International Business Management
Trinity University 1982 — 1986
BS/BA, FInance, Political Science, Asian History
La Jolla High School 1980 — 1982
Diploma
State Street Global Advisors May 2014 - Present
State Street Global Advisors March 2013 - April 2014
State Street Bank February 2011 - February 2013
State Street Global Advisors September 2009 - February 2011
State Street January 2008 - September 2009
Skills
Fixed Income, Portfolio Management, Asset Allocation, Fund Accounting, Relationship Management, Mutual Funds, Equities, Corporate Actions, Microsoft Excel, FINRA, Analysis, Business Analysis, PowerPoint, Microsoft Office, Cash Flow, Bloomberg, Customer Service, Series 7, Series 63
Education
The George Washington University - School of Business 2003 — 2007
Bachelor of Science (BS), Marketing
Innovest Systems August 2011 - Present
JP MorganChase December 2007 - August 2011
Fidelity Capital Markets February 2007 - October 2007
JPMorgan Chase August 2005 - February 2007
Amalgamated Bank 2005 - 2006
Deutsche Bank 1999 - 2004
Deutsche Bank 1999 - 2004
PFPC 1995 - 1999
State Street Bank September 1985 - July 1993
Skills
Equities, Risk Management, Vendor Management, Financial Services, Fixed Income, Portfolio Management, SDLC, Business Requirements, Integration, Requirements Gathering, Securities, Accounting, Quality Assurance
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Accounting
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
IBM April 2015 - Present
IBM Financial Client April 2015 - Present
New York Financial District November 2014 - May 2015
State Street Bank 2008 - November 2014
Fidelity Investments 2005 - February 2007
AlphaBits Consulting Group June 1997 - December 2005
Digital Equipment Corporation 1988 - 1997
Skills
Data Warehousing, Enterprise Architecture, Databases, Disaster Recovery, Cloud Computing, hadoop, Unix, Big Data, Oracle RAC, High Performance..., Replication, Data Mining, Data Governance, Oracle Enterprise..., IT Management, Data Migration, Data Analysis, Distributed Systems, Strategy, Oracle, Oracle Certified DBA, Private Cloud, Information Security, SOA, Oracle Grid, Business Intelligence, Enterprise Storage, IT Infrastructure Design, Exadata, Infrastructure..., Database Servers, Cloud Computing IaaS, Architectures, High Availability, Program Management, Data Architecture, Project Management, Solaris, Server Automation, Virtualization, Oracle ASM, Vendor Management, IT Strategy, Big Picture View, Solution Architecture, Performance Tuning, Data Modeling, Database Design, Leadership, Strategic Planning
Education
Worcester Polytechnic Institute 1981 — 1984
Computer Science
University of Southern Mississippi 1976 — 1980
Bachelor's degree, Computer Science
EMC December 2011 - Present
State Street Bank July 2007 - December 2011
Bearingpoint June 2004 - July 2007
Max Page 1996 - 1998
Education
Thapar Institute of Engineering and Technology 1987 — 1991
B.E., Electrical Engg
Thapar Institute of Engineering and Technology 1979 — 1990
Fuller Financial Management, LLC January 2013 - Present
Boston Based Private Equity and Hedge Fund Firm 2008 - January 2013
Fidelity Investments 2005 - 2007
State Street Bank 2002 - 2005
Mellon Financial 1993 - 2002
Skills
Family Office, Relationship Management, Private Equity, Data Aggregation, Hedge Funds, Oversight, Negotiation, Executive Reporting, Insurance, Cash Flow Forecasting, Bill Payment, Trusted Business Partner, Coordination, Bespoke, Organization, Charity
Education
Suffolk University - Sawyer School of Management 1998 — 2002
MBA, Finance
University of Maine 1989 — 1993
BA, Political Science and Philosophy
Marblehead High School 1986 — 1989
Amaroo Hills August 2012 - Present
T. Rowe Price June 2006 - August 2012
T. Rowe Price June 2006 - February 2008
Vanderbilt University November 2004 - May 2006
Deloitte March 2003 - November 2004
State Street Bank November 2001 - March 2003
State Street Bank September 2000 - October 2001
State Street Bank May 1999 - August 2000
Education
The Johns Hopkins University - Carey Business School 2008 — 2010
MBA, Masters of Business Administration
Vanderbilt University 1995 — 1999
BS, Economics, Russian Language
Savannah Country Day School
American Tower June 2015 - Present
American Tower April 2014 - June 2015
American Tower April 2011 - April 2014
American Tower May 2009 - April 2011
State Street Bank October 2008 - May 2009
General Electric's edgelab May 2007 - August 2007
CNBC 2007 - 2007
Skills
Strategic Financial..., Financial Reporting, Financial Modeling, Financial Analysis, Finance, Analysis, Accounting, Forecasting, Mutual Funds, Corporate Finance, Hyperion Enterprise, Strategy
Education
The University of Connecticut School of Business 2003 — 2007
State Street Bank February 2013 - Present
State Street Bank July 2008 - February 2013
State Street Bank June 2005 - July 2008
Skills
Financial Analysis, Credit, Valuation, Fixed Income, Passed Level 2 of the..., Microsoft Excel, VBA, PowerPoint, Bloomberg, Intex, Trepp
Education
The University of Connecticut School of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration / Finance, GPA: 3.8 / 4.0
Fannie Mae April 2006 - Present
Sprint Nextel December 2004 - April 2006
Freddie Mac July 2004 - December 2004
Nextel March 2000 - July 2004
MCI Worldcom August 1996 - March 2000
State Street Bank November 1995 - August 1996
Skills
SDLC, Information Security, Business Analysis, Security, Software Documentation, Information Security..., Process Improvement, SharePoint, Governance, Disaster Recovery, CISA, Sarbanes-Oxley Act, CISSP, SOX, Internal Audit, MS Project, Remedy, Documentation, Documentum, PowerPoint, Internal Controls, eDiscovery, ITIL v3 Foundations...
Education
The George Washington University
BBA, Information Systems
One Main Financial December 2011 - Present
Accenture (Client June 2008 - December 2011
Washington D.C May 2008 - December 2011
Accenture - Client -UPS June 2000 - May 2009
State Street Bank November 1999 - July 2000
Current Technology Services Inc July 1999 - November 1999
Skills
Manual Testing, Testing, Test Planning, Quality Center, Test Automation, QTP, Regression Testing, Test Cases, Test Management
Education
Towson University 2007 — 2011
University of Madras
Bachelors Degree; Masters, Engineering; Comp Science
State Street Bank
Education
The London School of Economics and Political Science (LSE)
BNS 2011 - Present
BMO August 2006 - 2011
State Street Bank August 1999 - October 2005
First American Bank 1998 - 1999
Skills
Portfolio Management, Corporate Finance, Risk Management, Credit, Securities, Investment Management, Fixed Income, Investments, Commercial Lending, Capital Markets
Education
CMA Alberta
Tennessee State University
MBA, Finance
University of Zimbabwe
BSC Honours, Economics
Cerner Corporation August 2015 - Present
Cerner Corporation March 2015 - Present
Cerner Corporation September 2012 - Present
Cerner Corporation March 2011 - August 2012
Cerner Corporation March 2010 - March 2011
Cerner Corporation March 2009 - March 2010
Cerner Corporation January 2007 - March 2009
American Century Investments May 2005 - January 2007
State Street Bank July 2003 - April 2005
Skills
Data Analysis, Financial Analysis, Analysis, Leadership, Accounting, Finance, ERP, Budgets, Marketing
Education
University of Missouri-Kansas City 2004 — 2006
Masters of Science
The University of Kansas 1998 — 2003
Bachelor of Science
The University of Kansas 1998 — 2002
Bachelor of Science
C21 Professionals January 2009 - Present
State Street Bank February 2001 - August 2003
State Street January 1999 - February 2001
Skills
New Home Sales, Sellers, First Time Home Buyers, Relocation, Buyer Representation, Short Sales, Listings, Single Family Homes, REO, Real Estate, Investment Properties, Investors
Education
Syracuse University - Martin J. Whitman School of Management 1991 — 1995
Bachelor of Applied Science (BASc), Accounting
Spear Education March 2014 - Present
Spear Education January 2011 - March 2014
The Winter Laboratory at Spear Education October 2009 - December 2010
State Street Bank November 2007 - August 2009
Skills
PowerPoint, Financial Analysis, Microsoft Office, Microsoft Excel, Account Management, Social Media, Public Speaking, Microsoft Word, Employee Relations, Budgets, Coaching, Start-ups, Project Management, Team Building, Outlook, Customer Service, Accounting, Sales, Team Leadership, Marketing, Strategic Planning
Education
Syracuse University 2003 — 2007
B.S., Economics, Policy
Citi January 2010 - Present
Citi January 2008 - January 2010
CitiFinancial September 2004 - January 2008
CitiFinancial September 2001 - September 2004
Visa July 1995 - September 2000
State Street Bank November 1990 - July 1995
JWP Information Systems (Now Arrow) October 1988 - November 1990
JWP Information Systems (Now Arrow) September 1987 - October 1988
Symtech December 1985 - September 1987
Skills
Vendor Management, Contact Center Strategy, Global Operations, IT Transformation, Business Process..., Service Delivery, Contract Negotiation, Telecommunications, IT Strategy, Solution Architecture, Offshoring, Credit Cards, Call Center, Managed Services, Cross-functional Team..., Risk Management, Call Centers, Leadership, Business Analysis, Outsourcing, Unified Communications, CTI, Telephony, Program Management, VoIP, SaaS, IVR, Solution Selling, Contact Centers, Disaster Recovery, Avaya, ACD, Data Center, Integration, IT Management, IT Service Management, Customer Experience, Cloud Computing, Avaya Technologies
Education
Towson University
State Street Bank November 2012 - Present
State Street July 2003 - November 2012
Skills
Securities, Mutual Funds, Equities, Risk Management, Financial Services, Customer Service, Asset Managment, Management, Bloomberg, Analysis, Fixed Income, Banking, Investments, Fund Accounting
Education
Rockhurst University 2002 — 2004
Master of Business Administration (MBA)
The University of Kansas 1993 — 1998
B.S., Businesss Administration
State Street Bank August 2011 - Present
Brown Brothers Harriman March 2010 - July 2011
The George Washington University Investment Office June 2008 - May 2009
Senator John McCain's Presidential Campaign March 2007 - May 2007
Skills
Financial Statement..., Economics, Financial Modeling, Data Analysis, Bloomberg, Financial Markets, Analysis, Risk Management, CRM, Business Analysis, Investments, Valuation, Market Research, Capital Markets, Credit Risk, Financial Analysis, Management
Education
The George Washington University 2005 — 2009
Bachelor of Business Administration, Finance, Minor in Economics
Christ Church Episcopal School 2001 — 2005
High School
Mahoney, Fiorentino & Co., P.C. September 2008 - Present
Goldberg & Associates January 2008 - September 2008
State Street Bank August 2006 - July 2007
Skills
Accounting, Auditing, Tax, Financial Analysis, Financial Reporting, Financial Accounting, Financial Statements, GAAP, Microsoft Excel
Education
Westfield State University 2004 — 2006
Bachelor of Science, Management, Economics, Finance
Suffolk University - Sawyer Business School
Masters, Accounting
State Street Bank February 2008 - Present
Rabobank International September 1998 - February 2008
Commerzbank AG January 1997 - August 1998
Natwest September 1990 - January 1997
Skills
Derivatives, FX Options, Strategy, Bloomberg, Fixed Income, Financial Markets, Alternative Investments, Risk Management, Investment Strategies, Investment Banking, Equities, Corporate Finance, Investments, Commodity, Foreign Exchange, Electronic Trading, FX trading, Asset Management, Bonds, Asset Allocation, Macroeconomics, Hedge Funds, Treasury, Capital Markets, Options, Trading, Currency, Trading Systems, Market Risk, Structured Products, Swaps, VARs, Quantitative Finance, Equity Derivatives, Money Market
Education
University of Westminster 2006 — 2008
MSc, Quantitative Finance
The University of Hull 1987 — 1990
BSC, Economics and Business Economics
Kings School Worcester 1979 — 1987
Audax Group August 2007 - Present
State Street Bank July 2006 - August 2008
Skills
Loans, Funding, Financial Modeling, Financial Analysis, Private Equity, Valuation, Alternative Investments, Investments, Hedge Funds, Portfolio Management, Due Diligence, Bloomberg, Investment Banking, Mergers & Acquisitions, Corporate Finance, Leveraged Finance, Microsoft Word, Entrepreneurship, Business Strategy, Strategic Planning
Education
Suffolk University - Sawyer School of Management 2003 — 2005
Bachelor's Degree, International Business
Flaster/Greenberg PC November 2013 - Present
Honorable Albert J. Snite, Jr. September 2012 - November 2013
Honorable Albert J. Snite, Jr. May 2011 - August 2011
United States Attorney's Office May 2010 - August 2010
Inside Sports and Entertainment Group September 2008 - August 2009
State Street Bank September 2007 - September 2008
Philadelpha District Attorney's Office May 2006 - August 2006
Skills
Litigation, Legal Research, Legal Writing, Westlaw, Civil Litigation, Corporate Law, Lexis, Commercial Litigation, Courts, Mediation
Education
The College of William and Mary - Marshall Wythe Law School 2009 — 2012
J.D.
Villanova University 2003 — 2007
BA
State Street Bank March 2011 - Present
Edwards Vacuum, Inc. October 2007 - March 2011
Writers Research Group May 2007 - September 2008
RAYTHEON COMPANY May 2001 - October 2007
AMERICAN PARTY RENTALS September 2002 - November 2002
HECHT AND ASSOCIATES ARCHITECTS, INC April 2002 - June 2002
NERVEWIRE, INC January 2000 - January 2001
BRATTLE SYSTEMS, INC January 1997 - January 2000
ABACUS MANAGEMENT GROUP, INC January 1996 - January 1997
Skills
Program Management, Software Documentation, Process Improvement, Leadership, Materials Management, ERP, Business Process, Management, Cross-functional Team..., Business Process..., CRM, SAP, Training, CO, Change Management, SAP R/3, SAP PS, Analysis, Human Resources, Cloud Computing, SAP ERP, SAP BW, Logistics, Salesforce.com, Team Management, SAP Implementation
Education
Swarthmore College
Bachelor of Arts, English
University of Oklahoma
Master of Arts, English
Institute for Healthcare Improvement March 2011 - Present
Partnership For Healthcare Excellence February 2010 - Present
Women's Health Exchange June 2009 - Present
Donovan & Vicenti 2007 - Present
Dana-Farber Cancer Institute 2006 - 2009
Waring School 2000 - 2006
State Street Bank 1986 - 1988
Citizens for Joe Kennedy 1985 - 1986
Design Marketing 1982 - 1985
Where's Boston 1982 - 1984
Skills
Healthcare, Public Health, Hospitals, Healthcare Information..., Healthcare Management
Education
The George Washington University 1974 — 1978
BA, philosophy
Weston High School 1970 — 1974
State Street Bank January 2013 - Present
State Street Bank April 2011 - December 2012
State Street Bank April 2009 - March 2011
State Street Bank January 2008 - March 2009
NYISO August 2006 - October 2007
NYISO December 2004 - August 2006
NYISO September 2002 - November 2004
Transfinder April 2002 - September 2002
IBM May 2000 - January 2002
KeyBank February 1997 - October 1999
Education
Syracuse University 1992 — 1996
BS
MFS Investment Management June 2004 - Present
Wellington Management January 1995 - June 2004
State Street Bank 1993 - 1995
Skills
Factset, Fixed Income, Bloomberg, Equities, Mutual Funds, Asset Management, Hedge Funds, SDLC, Securities, Trading Systems, Business Analysis, Derivatives, Investments, SQL, Trading, Portfolio Management
Education
Syracuse University 1985 — 1989
BA, Economics
Marsh & McLennan Companies, Inc. August 2014 - Present
Town of Wareham January 2013 - June 2013
Ameriprise Financial Services, Inc. March 2012 - September 2012
State Street Bank June 2011 - December 2011
Citizens Bank August 2010 - November 2010
Deutsche Bank March 2004 - December 2008
JP Morgan Chase January 1992 - March 2003
Skills
Excel, Mutual Funds, Securities, Financial Analysis, Investments, Financial Reporting, Banking, PowerPoint, Word, Asset Management, Valuation, Funding, Corporate Finance, Accounting, Compliance, General Ledger, Asset Managment, Financial Modeling, Financial Services, Account Reconciliation, Analysis, Finance, Management, Fund Accounting, Financial Statements, Portfolio Management, Insurance, Microsoft Excel
Education
Suffolk University - Sawyer Business School
BS, Business Administration
BLS (Spouse)
Bellmore JFK
High School
Munich Reinsurance America, Inc. June 2013 - Present
Rutgers Federal Credit Union January 2011 - March 2012
Horizon Pediatric Systems, Inc. September 2009 - January 2011
State Street Bank March 2006 - May 2009
Lindaland Nursery School June 2002 - July 2004
Skills
Proficient using, PAM for Securities, QuickBooks, DataSafe, Wisdom, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Financial Reporting, Account Reconciliation, General Ledger, Investments, Auditing, Accounts Payable, Internal Controls
Education
The College of New Jersey 2001 — 2005
Bachelor, Accounting
Crescendo Consulting Solutions, LLC November 2008 - Present
Investors Bank & Trust May 2007 - July 2007
Investors Bank & Trust December 2005 - April 2007
Deustche Bank May 2005 - December 2005
State Street Bank August 2003 - February 2005
Mellon Financial November 2002 - August 2003
Education
CFA Institute 2002 — 2004
Certification, CFA
Suffolk University - Sawyer Business School 1999 — 2002
Bachelors, Finance
Standard & Poor's May 2007 - Present
state street 1969 - 2008
State Street November 2001 - May 2007
state street bank 2001 - 2007
GE March 1998 - January 2000
Skills
Financial Modeling, Capital Markets, Fixed Income
Education
The University of Queensland 1994 — 1997
Ph.D.
AIG February 2015 - Present
AIG September 2014 - February 2015
Assurant Employee Benefits June 2013 - September 2014
Assurant January 2012 - June 2013
Assurant November 2009 - December 2011
Assurant May 2009 - November 2009
State Street Bank August 2007 - December 2008
Skills
Accounting, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Account Reconciliation, Financial Modeling, Risk Management, Financial Accounting, General Ledger, Budgets, Finance, Microsoft Excel, SEC Filings, Budget Process, Cost Accounting, Corporate Finance, Forecasting, Communication Skills, BPO Operations, BCM, Project Management, Change Management, Operational Analysis, Internal Audit, Process Improvement
Education
University of Missouri-Kansas City 2008 — 2009
MSA, Accounting
The University of Kansas 2003 — 2007
B.S., Finance
susquehanna capital management January 2002 - Present
State Street Bank 1999 - 2002
The Equitable Life Asssurance Society September 1968 - January 1987
Skills
Business Strategy, Corporate Development, Entrepreneurship, Mergers, Private Equity, Start-ups, Strategy, Venture Capital, Due Diligence, Executive Management, Corporate Finance, Investments, Restructuring, Strategic Consulting, Strategic Partnerships, Asset Management, Strategic Planning, Hedge Funds, Joint Ventures
Education
Susquehanna University 1964 — 1968
BS Marketing /Management
Susquehanna University 1964 — 1968
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Edward Jones May 2013 - February 2014
Cambridge Savings Bank March 2012 - June 2012
Commercial Bank of Africa April 2009 - July 2011
State Street Bank January 1999 - May 2008
Fritz Companies August 1993 - January 1999
Skills
Credit Analysis, Credit, Banking, Portfolio Management, Credit Risk, Financial Analysis, Financial Risk, Risk Management, Relationship Management, Commercial Banking, Investments, Commercial Lending, Retail Banking, Report Writing, Leadership Development, Training
Education
Thunderbird School of Global Management 1992 — 1993
Master of International Management, International Business
University of Nairobi 1988 — 1991
Bachelor of Commerce, Business Administration
My Cup of Tea 2008 - Present
AIG Finance (Hong Kong) Limited August 2005 - April 2008
GMAC Commercial Finance 2003 - 2005
State Street Bank 2001 - 2003
Skills
Risk Management, Cash Flow Forecasting, Corporate Finance, Project Management, Financial Modeling, Strategic Financial..., Financial Reporting, Financial Analysis, Business Planning
Education
Sacred Heart Canossian College
The University of British Columbia / UBC
OceanPoint Insurance Agency, Inc. March 2015 - Present
Dex Media August 2010 - March 2015
State Street Bank January 2008 - August 2010
Skills
Online Advertising, Social Media Marketing, Advertising Sales, SEM, Lead Generation, Online Marketing, Advertising, Salesforce.com, Social Media, Google Adwords, Marketing, PPC, Digital Marketing, Marketing Strategy, Account Management, Cold Calling, SEO, Email Marketing, Direct Marketing, Social Networking, Mobile Marketing, Digital Media, Facebook, B2B, Direct Mail, CRM, Customer Retention, Web Marketing, Customer Acquisition, Local Search, Google Analytics, Mobile Advertising, Online Reputation..., Search Advertising, Digital Strategy, B2B Marketing, Organic Search, Sales Presentations, Market Research, Website Development, Training, Web Analytics, Media Planning, Brand Development, Social Media Strategist, Marketing Communications, Marketing Management, Brand Management, Conversion Optimization, Relationship Management
Education
Temple University 2001 — 2005
Bachelors, Business Law
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Law
RMR August 2011 - October 2013
Jones Lang LaSalle September 2007 - July 2011
Demand Studios May 2010 - December 2010
Gather.com May 2010 - December 2010
Bleacher Report December 2009 - March 2010
Oliver Wyman August 2005 - August 2007
State Street Bank May 2004 - August 2005
Syracuse Chiefs Baseball Club September 2003 - January 2004
Skills
Editing, Public Speaking, Budgets, Management, Analysis, Microsoft Office, Microsoft Excel, Social Media, Facebook, Marketing, Event Planning, Research, Strategic Planning, Customer Service, Financial Analysis, Real Estate, Accounting
Education
New York Real Estate Institute 2013 — 2014
Passed NYS Real Estate Salesperson Course
Syracuse University 2000 — 2004
BS, Accounting
OppenheimerFunds February 2013 - Present
OppenheimerFunds July 2011 - February 2013
State Street Bank November 2009 - November 2011
Morgan Stanley Investment Management June 2007 - November 2009
Education
The College of New Jersey 2003 — 2007
BS, Business Administration- Finance
BT Global Services July 2013 - Present
BT Global Services March 2011 - July 2013
BT Global Services March 2010 - May 2011
State Street Bank January 2009 - June 2009
Skills
Leadership, People management, Sales Process, Order to Cash, Account Management, Contract Negotiation, WAN/LAN/VOIP/Mobility/Au..., P&L Responsibility, Coaching, Strategic Planning, Business Process..., Hunter, Négociation de contrat, Gestion de compte, Amélioration des..., Avant-vente, Cloud Computing, Services de gestion, Télécommunications, Services professionnels, VoIP
Education
Suffolk University Law School 2007 — 2009
LL.M, International Business Law
Université Paris Sud (Paris XI) 2002 — 2007
Master, Business and Tax Law
state street bank 2000 - 2004
State Street Bank January 1997 - August 2003
Education
Suffolk University - Sawyer Business School 2000 — 2005
MBA, Marketing
Freddie Mac July 2012 - Present
Morgan Stanley December 2007 - October 2011
State Street Bank 2005 - 2007
Skills
Financial Analysis, Financial Modeling
Education
The George Washington University - School of Business 2009 — 2012
MBA, Business Administration
Tufts University 2001 — 2005
BA, International Relations
BNY Mellon April 2011 - Present
State Street Bank 2009 - April 2011
Morgan Stanley Investment Management 2000 - 2009
PFPC 1997 - 2000
SEI Investments 1993 - 1997
Merrill Lynch 1990 - 1993
Skills
Securities, Fixed Income, Asset Managment, Fund Accounting, Mutual Funds, Fund Administration, Asset Management, Alternative Investments, Equities, Middle Office, Investments, Hedge Funds, Bloomberg, Fund Of Funds, Financial Services
Education
Temple University 1986 — 1989
BS, Accounting
State Street Bank February 2012 - Present
Morgan Stanley Investment Management December 2003 - January 2012
Lend Lease Real Estate Investments August 1994 - November 2003
Skills
Business Analysis, Financial Analysis, Data Warehousing, SDLC, Information Technology, Vendor Management, IT Strategy, Software Project..., Asset Management, Project Management, Enterprise Architecture
Education
Texas A&M University
BS, Computer science
JPMorgan Chase November 2013 - Present
State Street Bank April 2013 - November 2013
State Street Bank April 2012 - January 2013
New Recruiting Solutions January 2012 - May 2012
Deko Capital, Investment Company October 2005 - July 2007
Skills
Analitical problem..., Dedicated and..., Driven to learn, MS Excel, MS Access, MS..., Financial Analysis, Activity Based..., Compensation..., Database Management, Due Diligence, Auditing, Database Admin, Microsoft Excel, Access, Investments, Management, Banking, Bloomberg, Financial Reporting, Financial Services, Database Administration, Financial Modeling, Accounting, Analysis, Hedge Funds
Education
Salem State University 2008 — 2011
Master's degree, Business Administration
Tomsk State University
Master of Science, Economics
Tomsk State University
Bachelor of Science, Economics
State Street Bank January 2007 - Present
Skills
Fixed Income, Equities, Bloomberg, Securities, Investments, Mutual Funds, Derivatives, Valuation, Alternative Investments, Middle Office, Asset Management, Bonds
Education
Thomas College 1999 — 2001
MBA
State Street Bank November 2013 - Present
State Street January 2012 - Present
State Street August 2009 - January 2012
Skills
Mutual Funds, Audit & Proof, Fund Accounting
Education
Tomsk State University, Russia 2000 — 2005
Master of Science in Business Administration
State Street Bank October 2011 - Present
State Street Bank December 2008 - October 2011
State Street Bank February 2006 - October 2008
State Street Bank February 2004 - January 2006
H&R Block November 2003 - February 2004
Skills
Investments, Fixed Income, Operations Management, Asset Managment, Customer Service, International Trade, Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Strategic Planning, PowerPoint, Microsoft Word, Banking, Business Analysis, Accounting, Trade Finance
Education
Suffolk University - Sawyer School of Management 1997 — 2002
Bachelor of Business Administration (BBA), Business/Managerial Economics
CDM Smith February 1999 - Present
State Street Bank March 1997 - April 1998
Skills
Groundwater, Remediation, Sampling, Gas, Water Resources, Environmental Compliance, Stormwater Management, Hazardous Waste..., Water Treatment, Environmental..., Soil, Water Quality, Hydrology, Contract Management, Hydraulics, RCRA, Municipalities, Project Management
Education
Suffolk University - Sawyer School of Management 1990 — 1995
Bachelor's degree (BSBA), Business Administration and Management, General
State Street Bank 1992 - 2012
Skills
Mutual Funds, Financial Services, Securities, Equities, Fixed Income, Fund Accounting, Bloomberg, Risk Management, Hedge Funds, Financial Analysis, Asset Management, Derivatives, Portfolio Management
Education
The University of Connecticut School of Business 1976 — 1981
Bachelor of Science (B.S.), Finance
PARSUMO Capital AG May 2014 - July 2014
State Street Bank June 2012 - July 2012
Sticky Business, Inc September 2010 - May 2011
Skills
Training
Education
The University of Georgia
Bachelors of Business Administration, Bachelor of Arts, Finance and International Business, International Affairs
Oxford University
International Affairs
Visa School Marrakech, Morocco
Arabic, Moroccan Culture
University of Seville San Ferdinand
Wayland High School 2007 — 2011
State Street Bank September 1997 - Present
Boston Financial Data Services November 1996 - August 1997
Skills
Investments, Global Custody, Financial Services, Fixed Income, Bloomberg, Equities, Relationship Management, Securities, Fund Accounting, Asset Management, Derivatives, Series 63, Hedge Funds, Asset Managment, Customer Service, Mutual Funds, Equity Trading, Investment Management, Middle Office, Corporate Actions, Back Office, Investment Strategies, Series 7, Portfolio Management, Fund Of Funds, Asset Allocation, Alternative Investments, Fund Administration, Securities Lending, Bonds, Pensions, Client Services, Options, Financial Markets, Wealth Management, Swaps, Operational Risk, Risk Management, Performance Measurement, Capital Markets, Collateral Management, Settlement
Education
Suffolk University - Sawyer School of Management 1992 — 1996
BSBA, International Business
Weymouth High School
State Street Alternative Investment Solutions January 2012 - Present
International Fund Services (NA) LLC, A State Street Company February 2008 - December 2011
State Street Bank June 2007 - January 2008
Skills
Microsoft Office, Derivatives, Pricing, Employee Training, Issues Managment, Alternative Investments, Dodd-Frank, RPF, Broker-Dealer, Confirmation, Middle Office, Trading, Financial Services, Investments
Education
Suffolk University - Sawyer School of Management 2011 — 2015
Master of Business Administration (MBA), Accounting
University of Massachusetts Boston 2003 — 2006
Bachelor of Science (B.S.), Accounting
Cohen Financial March 2015 - Present
State Street Bank July 2008 - February 2015
State Street Bank July 2001 - July 2008
Skills
Accounting, Financial Analysis, Investments, Management, Financial Services, Financial Reporting, Securities, Mutual Funds, Equities, Process Improvement, Account Reconciliation, Finance, Risk Management, Internal Controls
Education
University of Kansas 1995 — 1999
Bachelor of Science (BS), Accounting and Business Administration
State Street Bank May 2011 - Present
Sears Holdings Corporation May 2010 - March 2011
Skills
Microsoft Word, Risk Management, Financial Analysis, Customer Service, Microsoft Excel, Finance, PowerPoint, Banking, Analysis, Financial Reporting, Account Reconciliation, Accounting, Financial Audits, Loss Prevention
Education
Syracuse University 2006 — 2010
Bachelor's degree, Psychology and Anthropology