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
The Presidio Group LLC April 2015 - Present
The Presidio Group LLC February 2014 - April 2015
BlackRock January 2013 - February 2014
BlackRock October 2010 - January 2013
State Street Bank June 2008 - September 2010
State Street Bank December 2007 - June 2008
State Street Bank January 2007 - December 2007
UC Davis June 2004 - December 2006
Skills
Data Analysis, Hedge Funds, Investments, Equities, Fixed Income, Microsoft Office, Microsoft Excel, Microsoft Word, Staff Development, Analysis, MCH, Research, PowerPoint, Outlook, Customer Service, Public Speaking, Access, Institutional Investors, Series 63, Series 79, Project Management, Risk Management, Regulatory Compliance
Education
University of California, Davis 2003 — 2006
Bachelor of Arts (B.A.), Sociology - Organizational Studies, minor in Asian-American Studies
State Street Bank April 2013 - Present
State Street Bank October 2010 - March 2013
Skills
FX Options, FX trading, FX Derivatives, FX Spot, FX Swaps, Programming, C++, VBA, Microsoft Excel, SQL, Matlab, Computer Science, Quantitative
Education
Tufts University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Florida Real estate January 2014 - Present
State Street Bank October 2012 - Present
Louis Vuitton June 2011 - August 2011
Sportfive April 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Université Lumière (Lyon II) 2012 — 2013
Master's degree, Banking, Corporate, Finance, and Securities Law
University of California, Santa Barbara 2011 — 2012
Master's degree, Banking, Corporate, Finance, and Securities Law
Professional Dog Show Handling January 2007 - Present
Phi Delta Theta Club of Schenectady, Inc. January 1998 - Present
Xerox August 2011 - November 2014
idGroup, Inc. February 2010 - August 2011
Horizon Dental Care, Inc. June 2008 - June 2009
CyberData January 2005 - May 2008
Hirsch Optical Corp. August 2002 - December 2004
Ingem, Inc. May 1999 - July 2002
State Street Bank July 1997 - April 1999
Skills
Management, Marketing, Human Resources, Advertising, Budgets, Operations Management, Dogs, Dog Training, Dog Grooming, Dog Behavior, Accounting, Contract Negotiation, Leadership, Policy, Teamwork, Public Speaking, Customer Service, Event Planning, Strategic Planning
Education
Union College 1992 — 1996
BS, Psychology
Concord Carlisle High School 1988 — 1992
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Citco Fund Services 2015 - Present
State Street Bank May 2013 - December 2014
The Channel Checkers September 2012 - May 2013
Cushing and Gan Optometry July 2006 - August 2008
Skills
Microsoft Office, Financial Analysis, Market Research, Sales, Stata, Bloomberg Terminal, Reuters, Economics, Access, Bloomberg
Education
UC Davis 2010 — 2012
Bachelor of Arts (BA), Economics
University of Colorado at Boulder 2008 — 2010
Economics
State Street Bank 2010 - Present
State Street 2007 - 2009
State Street 2005 - 2007
Skills
Financial Reporting, Financial Analysis, Fund Administration, Fund Accounting, Mutual Funds, Hedge Funds, Finance, Securities, Derivatives, Fixed Income, Equities, Swaps, Microsoft Excel, VBA, Performance Attribution, PnL, Bloomberg, Operational Efficiency, Project Management, Accounting, Auditing
Education
UC Davis 2000 — 2005
Bachelor's degree, Managerial Economics
Constellation Brands January 2015 - Present
Constellation Brands July 2013 - January 2015
TKTR Technologies, LLC April 2012 - October 2013
State Street Bank December 2012 - July 2013
State Street Bank March 2010 - December 2012
State Street Bank September 2008 - March 2010
State Street Bank September 2007 - September 2008
Nugget Market, Inc. October 2006 - September 2007
Skills
Fund Accounting, Financial Analysis, Equities, Fixed Income, Mutual Funds, Valuation, Hedge Funds, Alternative Investments, Finance, Forecasting, Investments, Microsoft Excel, Securities
Education
UC Davis Graduate School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
University of California, Davis 2004 — 2006
Bachelor's degree, Managerial Economics
Gap Inc. October 2014 - Present
State Street Bank May 2014 - October 2014
State Street July 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Bloomberg Terminal, Economics, Financial Reporting, Financial Analysis
Education
University of California, Berkeley
Bachelor of Science (B.S.), Environmental Economics and Policy
PwC August 2015 - Present
State Street June 2014 - Present
State Street Bank November 2013 - January 2014
State Street Bank June 2013 - September 2013
Shalvey Brothers Landscape and Construction Company June 2006 - August 2012
Christian Party Rental September 2010 - April 2012
Skills
Microsoft Excel, PowerPoint, Outlook, Analysis, Microsoft Office, Microsoft Word, Teamwork, English, Windows, Research, HTML, Public Speaking, Editing, Lotus Notes, ONYX, Salesforce.com, iExpense/Oracle
Education
Union College 2011 — 2015
Economics, Senior
St. Mark's School 2006 — 2009
UC Davis 2013 - Present
State Street Bank August 2002 - July 2012
Skills
Fixed Income, Equities, Financial Services, Securities, Corporate Actions, Federal Grants..., Grant Administration, Grants, Federal Contracts, Money Market Funds, Money Market, Recruiting, Bloomberg, DTC, Economics, Project Management, Letters of Credit, Depository Operations, Agency MBS, Fixed Income Analysis, Endowment Funds, Clinical Trials, Financial Analysis
Education
University of California, Davis
Bachelor of Science (B.S.), Business/Managerial Economics
Keller William Realty Pearland TX September 2009 - Present
KW Commercial February 2015 - May 2015
Exit Realty Beatrice Associates September 2008 - September 2009
ID February 2009 - June 2009
State Street Bank March 2005 - February 2009
State Street Bank and Trust January 2002 - November 2004
State Street Bank & Trust 2003 - 2004
State Street Bank 1991 - 1994
Skills
Foreclosures, Project Management, Analytical Skills, Fund Accounting, Real Estate, Investment Properties, First Time Home Buyers, Relocation, Sellers, Residential Homes, Short Sales, Investors, Real Estate Transactions, Single Family Homes, Referrals, Selling, Rental Homes, Property Management, Negotiation, Buyer Representation, Listings, SFR, Relocation Buyers, Buyers, Property, New Home Sales, Rentals, New Homes, HUD, Move Up Buyers, Real Property
Education
Champion School of Real Estate 2009 — 2009
Consultant
Universidad de Puerto Rico 1981 — 1985
BA
TanPerfekt February 2010 - Present
KeyBank Real Estate Capital July 2013 - May 2014
State Street Bank April 2011 - June 2013
State Street Bank January 2010 - April 2011
State Street Bank March 2008 - January 2010
York and Company August 2007 - March 2008
State Street Bank and Trust March 2007 - March 2008
Indymac Bank January 2007 - August 2007
Capital One Home Loans January 2004 - January 2007
New York & Company November 2001 - July 2003
Skills
Credit, Mortgage Lending, Loans, Investments, Securities, Derivatives, Loan Servicing, Financial Analysis, Banking, Equities, Finance, Asset Managment, Credit Analysis, Risk Management, Financial Services, Mutual Funds, Financial Modeling, Accounting, PeopleSoft, Relationship Management, Management, Training, Financial Risk, Customer Service, Sales
Education
Truman State University 1995 — 2000
BA, Business Adminstraton
COLDWELL BANKER RESIDENTIAL REAL ESTATE August 2013 - Present
The Tad Agency 2012 - Present
Noble and Greenough School November 2009 - January 2011
State Street Bank June 2007 - September 2007
Skills
Volunteer Management, Fundraising, Event Planning, Event Management, Social Media, Nonprofits, Program Development, Community Outreach, Teaching
Education
Tufts University 2004 — 2008
Bachelor's degree, Child Development
CafePress.com August 2010 - Present
State Street Bank September 2007 - July 2010
West Coast Mortgage Group September 2004 - September 2007
AMC Mortgage Services, Inc. January 2003 - August 2004
Stride and Associates July 1997 - August 2001
Skills
Business Development, Sales, E-commerce, Online Marketing, Online Advertising, SEM, Advertising, Training, Leadership, Strategic Partnerships, Marketing, CRM, Facebook, PPC, Management
Education
University of California, Berkeley 1991 — 1995
B.A., Political Science
State Street Bank September 2013 - Present
Deutsche Bank June 2010 - September 2013
Deutsche Bank May 2005 - June 2010
Jersey Cares 2008 - 2010
Deutsche Bank May 1999 - May 2005
Skills
Change Management, Six Sigma, Lean Sigma, Public Speaking, Equities, Capital Markets, Investment Banking, Fixed Income
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Business
University of California, Berkeley 1988 — 1994
BA, Political Economics
The University of Birmingham 1992 — 1993
Study Abroad Program, Political Economy
GE Capital January 2014 - Present
GE Energy Financial Services 2005 - January 2014
State Street Bank 2003 - 2004
McKinsey & Company 2000 - 2003
US Navy 1992 - 2000
Skills
Underwriting, Oil, Market Risk, Risk Analytics, Risk Financing, Credit Risk, Risk Analysis, Financial Engineering, Mergers & Acquisitions, Private Equity, Risk Management, Financial Modeling, Management, Due Diligence, Corporate Finance, Investments, Valuation, Financial Analysis, Financial Services, Portfolio Management, Financial Risk, Equities, Structured Finance, Finance, Analysis, Strategy, Energy, Leadership, Business Strategy, Analytics, Strategic Planning, Petroleum, Executive Management
Education
University of Oxford 1992 — 1994
M.A., Politics and Economics, Honors
United States Naval Academy 1988 — 1992
Bachelor of Science, Systems Engineering
Deloitte & Touche, LLP September 2014 - Present
UCSB Accounting Program June 2014 - August 2014
UCSB Accounting Program September 2013 - August 2014
UC Santa Barbara September 2012 - August 2014
Delta Delta Delta April 2013 - January 2014
Deloitte & Touche LLP June 2013 - August 2013
State Street Bank June 2012 - August 2012
Deloitte & Touche LLP July 2012 - July 2012
Ernst & Young July 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Social Media, Financial Reporting, Time Management, Outlook, Event Planning, Accounting, Facebook, Social Networking, Public Speaking, Teamwork, Data Entry, Team Building, Management
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), Economics and Accounting
State Street December 2014 - Present
State Street Bank June 2013 - December 2014
State Street Bank August 2012 - May 2013
The Mill Wharf Restaurant May 2007 - May 2012
Skills
Customer Service, Finance, Customer Satisfaction, Cultural Awareness, Multi Tasking, Cultural Sensitivity, Human Resources, Social Networking, Bloomberg, Valuation
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Operations Management, 3.78
Universitat Autònoma de Barcelona 2012 — 2012
Academic Programs International
Zenefits March 2015 - Present
Zenefits August 2014 - February 2015
Intuit August 2013 - August 2014
Intuit July 2012 - July 2013
Intern Media Group June 2011 - June 2012
State Street Bank June 2010 - May 2011
State Street Bank June 2009 - June 2010
Skills
Market Research, Advertising, Investment Strategies, Financial Reporting, Microsoft Office, Salesforce.com, Social Media, Public Speaking, Social Media Marketing, Online Marketing, Spanish, Marketing Strategy, Social Networking, SaaS, Web 2.0, Lead Generation, Facebook, Marketing
Education
University of California, Davis 2005 — 2009
BS, Managerial Economics
Instituto Internacional de Madrid 2008 — 2008
Language and Cultural Immersion
Integra Realty Resources May 2013 - Present
State Street June 2011 - April 2012
Calaveras Unified School District January 2010 - June 2011
State Street Bank June 2007 - September 2007
Skills
Economics, Microsoft Excel, Account Reconciliation, PowerPoint, Research, Microsoft Word, Microsoft Office
Education
University of California, Davis 2003 — 2008
BA, Economics
State Street October 2014 - Present
State Street February 2014 - October 2014
State Street January 2012 - February 2014
State Street January 2011 - February 2012
State Street Bank September 2010 - December 2010
State Street Bank June 2010 - August 2010
Lehman Brothers January 2008 - January 2008
Skills
Strategy, Financial Services, Portfolio Management, Business Transformation, Financial Analysis, Business Analysis, Contract Management, Asset Management, Capital Markets
Education
Wellesley College 2006 — 2010
B.A., Economics, Italian Studies
University of Bologna 2009 — 2009
Art History, History
LPL Financial August 2014 - Present
LPL Financial October 2013 - August 2014
Pioneer Investments February 2012 - October 2013
Pioneer Investments July 2011 - February 2012
Edward Jones July 2010 - July 2011
Union College September 2006 - June 2010
State Street Bank June 2009 - September 2009
State Street Bank June 2008 - September 2008
Daedalus Capital June 2007 - September 2007
Skills
Finance, Equities, Strategy, Financial Markets, Business Development, Analysis, Market Research, Stocks, Bonds, Mutual Funds, Financial Services, Customer Service, Building Relationships, Series 7, Management, Marketing, Training, Coaching, Social Media Marketing, Relationship Management, Wealth Management, Salesforce.com
Education
Union College 2006 — 2010
Bachelor of Science (BS), Psychology
John Burroughs School
State Street Bank April 2013 - Present
Berkshire South Regional Community Center February 2013 - January 2014
State Street Bank & Trust February 2008 - April 2013
Abbey National Treasury Services March 2007 - October 2007
Abbey National Bank June 2007 - September 2007
Akale & co January 2005 - April 2006
Akale and Co Chartered Accountants January 2005 - September 2005
First Trust Saving and Loan July 2004 - December 2004
First Trust Saving and Loan Bank July 2004 - December 2004
Skills
Financial Reporting, Accounting, Financial Analysis, Investments, Equities, Financial Modeling, Bloomberg, Mutual Funds, Excel, IFRS, Budgeting, Audit, Customer Relations, Business Analysis, Banking, SOX, Access, Financial Accounting, Derivatives, Variance Analysis, Valuation, Analysis, GAAP, Microsoft Office, Financial Management, Private Equity, Compliance, PowerPoint, Asset Management, Auditing, Capital Markets, Word, General Ledger, Portfolio Management, Corporate Finance, Management, Fund Administration, Finance, Microsoft Excel, Sarbanes-Oxley Act, Microsoft Word
Education
Dublin Business School 2010 — 2011
advance diploma in stock broking investment
Umeå University 2005 — 2007
Msc Master, Accounting and Finance
NFA/ FINRA
FINRA (NASD) Series 3, National Commodity Futures Examination,Series 30 Branch Manager ,series 34
Umea University 2006
Masters of Science degree, Msc, Accounting and Finance
University of Buea
Bachelor of Science Degree, Bsc, Banking and Finance
I-4 (International Information Integrity Institute) May 2013 - Present
The King Group, LLC June 1985 - Present
IBM June 2011 - July 2012
State Street Bank May 1996 - December 2008
SunGard Financial Systems June 1995 - May 1996
Bank of America April 1982 - May 1995
Skills
Information Security, Security, Risk Management, Thought Leadership, Program Management, Management, Leadership, Integration, Business Analysis, Enterprise Software, Analytics, Business Continuity, CRM, Capital Markets, Financial Services, Governance, IT Strategy, Information Security..., Financial Markets
Education
University of California, Santa Cruz 1982 — 1983
BA, Economics
Pacific Global Advisors LLC August 2011 - Present
J P Morgan Chase 2010 - 2011
T Rowe Price November 2008 - April 2009
Lehman Brothers June 2006 - November 2008
J.P. Morgan Chase 2004 - 2006
State Street Bank 2003 - 2004
Deutsche Bank 2000 - 2003
Education
University of Calcutta
Bachelor of Science, Physics
Recap Real Estate Advisors September 2012 - September 2014
Aimco June 2011 - February 2012
State Street Global Advisors August 2006 - December 2010
State Street Bank April 2005 - August 2006
State Street Bank September 2003 - April 2005
The Lang Investment Group January 2000 - January 2002
Skills
Financial Modeling, Portfolio Management, Investments, Valuation, Due Diligence, Fixed Income, Finance, Mutual Funds, Management, Corporate Finance, Accounting, Securities, Analysis, Asset Management, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
B.S. - Business
Universitat d'Alacant 2001 — 2001
Cherry Creek High School 1994 — 1998
UBS Financial Services August 1993 - Present
State Street Bank June 1992 - August 1993
Morgan Stanley Asset Management September 1991 - March 1992
Education
Tufts University 1987 — 1991
BA, International Relations and Political Science
State Street Bank July 2013 - Present
Morgan Stanley June 2012 - August 2012
State Street Bank June 2011 - August 2011
Skills
Stata, Derivatives, Equities
Education
Wellesley College 2009 — 2013
Psychology, Economics
Trinity College, Dublin 2011 — 2012
Humanities, Economics, Psychology
Townsend Harris High School 2005 — 2009
97.6 GPA
TD Securities January 2014 - Present
TD 2012 - 2013
State Street Bank March 2008 - December 2010
State Street Bank February 2004 - March 2008
BNP Paribas April 2000 - August 2003
BNP Paribas January 1999 - March 2000
Skills
Office Administration, Spanish, Scheduling, Building Relationships, Onboarding, Confidentiality, FX, Cash, Risk, Fund Accounting, Executive Management, Institutional Clients, Multi-currency, Back Office, Reconciliation, Risk Management, Outstanding Customer..., Multitasker, Big Picture Thinking, Leading By Example, On Time Delivery, Quality Oriented, Administrative Support, Conference Coordination, Staff Scheduling, Creative Arts, Timeline Management, Meeting Deadlines, Able To Work Under..., Cross Training, Procedures Manuals, Job Aids, Action Plans, Project Support, Transitioning, Creative Problem Solving, Conducting Interviews, Microsoft Office, Outlook, SharePoint, Research, Soccer, Film, Broadcast Television, Management, Financial Risk, FX Options, Leadership, Customer Service
Education
UCL 1994 — 1998
BA hons, Hispanic Studies
Hewlett-Packard July 2014 - Present
GlaxoSmithKline June 2013 - August 2013
State Street Bank March 2011 - July 2012
State Street Bank July 2008 - March 2011
State Street Bank June 2007 - July 2008
Tufts University June 2006 - April 2007
Smart Revenue May 2006 - September 2006
Skills
Research, Spanish, Statistics, Quantitative Analytics, Access, Microsoft Excel, PowerPoint, Training, Finance, Management, Accounting, Corporate Finance, Analysis, Data Analysis, Valuation, Project Management
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Tufts University 2003 — 2007
Bachelor of Science, Psychology and Spanish
EisnerAmper LLP September 2012 - December 2013
Citco Fund Services June 2011 - September 2012
State Street Bank August 2007 - May 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Fund Accounting, Mutual Funds, Account Reconciliation, GAAP, Tax, Financial Statements, Financial Accounting, Internal Controls, Microsoft Excel, Finance, Auditing, US GAAP, Microsoft Office
Education
University of California, Davis 2003 — 2007
Bachelor of Arts, Economics
Department of National Defence July 2014 - Present
Department of National Defence July 2012 - June 2014
Department of National Defense August 2010 - July 2012
Department of National Defence 2008 - 2010
Department of National Defense 2007 - 2008
Department of National Defence 2006 - 2007
Investors Group Financial Services Inc. 2005 - 2005
State Street Bank 2001 - 2005
Skills
Financial Analysis, Risk Management, Finance, Accounting, Auditing, Budgets, Management, Leadership, Strategic Financial..., Managerial Finance, Access, Microsoft Excel, Team Building, SAP, Analysis, Financial Reporting, Project Management, Financial Planning, Internal Controls, Policy, Account Reconciliation, Process Improvement, Project Planning, Team Leadership, Strategic Planning, Banking, Corporate Finance, Microsoft Office, Financial Statements, Business Planning
Education
Ordre des Comptables Professionnels Agréés du Québec 2012 — 2012
CPA, Comptable Professionnel Agréé
Université du Québec en Outaouais 2010 — 2010
CMA, Comptable en Management Accrédité
Université du Québec en Outaouais 2008 — 2010
DESS, Comptabilité de Management
Université du Québec à Montréal 2003 — 2005
MBA, Financement d'entreprises
Université du Québec à Montréal 1997 — 2000
BAA, Administration des Affaires
University of the Pacific December 2011 - Present
Student Investment Fund, Eberhardt School of Business August 2010 - December 2010
Boudames Investments Corporation August 2010 - December 2010
State Street Bank May 2007 - November 2008
E*TRADE Financial August 2003 - August 2006
Skills
Investments, Valuation, Options, Corporate Finance, Economics, Due Diligence, Finance, Hedge Funds, Asset Allocation, Mutual Funds, Derivatives, Alternative Investments
Education
University of the Pacific - Eberhardt School of Business 2009 — 2010
MBA, Finance
University of California, Berkeley 2001 — 2003
BA, Economics
Vasen Legal Services May 2009 - Present
State Street Bank August 2008 - April 2009
Opich 2009 - 2009
Greenfield Hardy September 2007 - December 2007
Jacobson Markham LLP 2007 - 2007
McGeorge Business and Community Dev Clinic 2005 - 2006
Barclays Global Investors 1998 - 2005
Franklin Templeton Group 1993 - 2000
Prudential Securities 1997 - 1998
Skills
Securities, Bankruptcy, Mutual Funds, Estate Planning, Investment Management, Equities, Derivatives, Hedge Funds, Private Equity, Financial Services, Alternative Investments, Corporate Governance, Corporate Actions, Corporate Law, Finance, FINRA, Fixed Income, Capital Markets, Mergers & Acquisitions, Due Diligence, Asset Management, ETFs
Education
University of the Pacific - McGeorge School of Law 2004 — 2007
Hayward High
University of California, Santa Barbara
Valartis Group September 2013 - Present
State Street Bank July 2012 - August 2013
University College Dublin September 2008 - June 2012
ESB June 2009 - August 2009
Rochford Brady Legal Services February 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Windows, Event Management, Public Speaking
Education
University College Dublin 2008 — 2012
Bachelor of Commerce & German (B.Comm Int'l), Finance / Accounting with German
St. Mac Dara's College 2002 — 2007
Kaiser Permanente July 2014 - Present
Wells Fargo September 2012 - March 2014
State Street Bank July 2008 - June 2011
U.C. Davis Extension January 2006 - June 2008
Pioneer Interstate Inc. January 2005 - December 2006
Skills
Finance, Accounting, Forecasting, Auditing, Internal Controls, Financial Statements, Valuation, Mutual Funds, Financial Analysis, Customer Service, Financial Reporting, Account Reconciliation, Investments, Financial Accounting, Banking, Pricing, Journal Entries, Microsoft Excel, Cash Management, Portfolio Management, Financial Services, Bloomberg, Fund Accounting, General Ledger, Bloomberg Terminal
Education
UC Berkeley Extension 2011 — 2011
Financial Statement Analysis, Finance
University of California, Davis 2004 — 2008
Bachelor of Science, Managerial Economics, 3.45/4.00
Genentech July 2013 - Present
Pacific Gas and Electric Company August 2012 - July 2013
Pacific Gas & Electric December 2010 - July 2012
State Street Bank June 2008 - August 2009
Franklin Templeton Investments March 2007 - December 2007
Education
University of California, Davis 2007 — 2009
Master's in Business Administration, Accounting/Finance
University of California, Davis 2003 — 2005
Bachelor of Science, Managerial Economics
Drummond & Drummond, LLP December 1995 - Present
Make-A-Wish® Maine January 2010 - Present
State Street Bank 1989 - 1991
Skills
Probate, Trusts, Wills, Estate Tax Planning, Estate Planning, Succession Planning
Education
UNH School of Law 1991 — 1994
JD, Law
University of New Hampshire -- Peter T. Paul College of Business and Economics 1985 — 1989
B.S, Business Administration and Economics
PwC July 2013 - Present
PwC November 2011 - June 2013
State Street Bank July 2009 - November 2011
UC Davis March 2009 - June 2009
UC Davis July 2008 - January 2009
Skills
Auditing, Financial Accounting, Accounting, Financial Reporting, GAAP, Financial Statement..., Financial Statements, Financial Analysis, Sarbanes-Oxley Act, Pivot Tables, Financial Modeling, IFRS, Microsoft Excel, CPA, General Ledger, Revenue Recognition, Cost Accounting, Business Acquisition, Internal Controls
Education
UC Davis 2005 — 2009
Managerial Economics, Finance
University of California, Davis 2005 — 2009
Bachelor's degree, Business/Managerial Economics
Wells Fargo Funds Management February 2014 - Present
State Street Bank February 2013 - January 2014
Merrill Lynch October 2012 - December 2012
Skills
Leadership, Finance, Investments, Financial Analysis, Public Speaking, Investment Management, Business Strategy, Financial Reporting, Valuation, Asset Management, Bloomberg, Mutual Funds, Financial Accounting, Wealth Management
Education
University of California, Riverside 2009 — 2012
Bachelor of Science, Business Administration: Finance, Graduate
CuisinArt Resort & Spa October 2015 - Present
The Inn at Palmetto Bluff, a Montage Resort March 2014 - August 2015
Baltimore Country Club May 2005 - March 2014
Merritt Athletic Clubs July 1996 - May 2005
State Street Bank May 1995 - July 1996
Fairlanes Bowling Company 1993 - 1995
Wolpoff & Company August 1988 - 1993
Skills
Accounting, Accounts Receivable, Auditing, Budgets, CPA, Capital Budgeting, Cash Flow, Cash Management, Club, Customer Service, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Food, Forecasting, General Ledger, Golf, Hospitality, Hospitality Industry, Hotels, Income Statement, Internal Controls, Inventory Management, Leadership, Management, Managerial Finance, Microsoft Excel, Microsoft Office, Resorts, Revenue Analysis, Revenue Recognition, Strategic Planning, Team Building, Team Leadership, Hospitality Management, P, Restaurants, Food
Education
Certified Public Accountant 1989 — 1989
CPA
University of Baltimore 1986 — 1988
BS, Accounting
Villa Julie College 1984 — 1986
AA, Accounting
National Bank Financial - Wealth Management February 2013 - Present
National Bank of Canada March 2000 - February 2013
PSP Investments June 2007 - December 2008
Financière Banque Nationale 2004 - 2008
Financière Banque Nationale 2001 - 2004
Financière Banque Nationale 2000 - 2001
Financière Banque Nationale 2000 - 2000
CN 1998 - 2000
State Street Bank 1996 - 1998
Skills
Operational Risk, Credit Risk, Banking, Credit, Financial Markets, Process Improvement, Business Continuity, Risk Management, Internal Controls, Group Presentations, Strategic Planning, Strategic Analysis, Bilingual, Team Leadership, Team Oriented, Analysis
Education
Investment Dealer's Association (IDA) 1995 — 1995
CSC
McGill University 1992 — 1993
Diploma
University of Montreal 1987 — 1990
Bachelor's Degree
College Notre-Dame 1979 — 1984
High School diploma
FXall February 2005 - Present
State Street Bank 1991 - 2005
State Street Corp 1991 - 2005
Skills
Electronic Trading, Fixed Income, Financial Services, Equities, Financial Markets, FX Options, Hedge Funds, Trading Systems, Trading, FX trading, Derivatives, Options, Asset Management, Portfolio Management
Education
Tulane University 1986 — 1990
Bachelor of Arts (BA), International Relations
Newburyport High School 1982 — 1986
Santander Bank, US October 2011 - Present
Wells Fargo Home Mortgage August 2010 - September 2011
Charles Schwab November 2007 - August 2010
Bank of America October 2005 - September 2007
State Street Bank June 2003 - October 2005
Skills
Credit, Loans, Risk Management, Mortgage Lending, Investments, Fixed Income, Finance, Credit Risk, Financial Services, Capital Markets, Analysis
Education
University of Arizona, Eller College of Management 2009 — 2010
Master, Business Administration
Westfield State College 1998 — 2003
Bachelor of Science, Business Management; Finance
Bishop Connolly High School 1995 — 1998
State Street Bank November 2012 - Present
PwC October 2010 - October 2012
Fidelity Investments 2006 - 2010
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Fluor Daniel 1992 - 1997
ExxonMobil 1981 - 1992
United States Navy 1976 - 1980
Skills
CISA, CISM, CGEIT, IT Governance, Vendor Management, IT Service Management, Outsourcing, SOX, Security, Portfolio Management, TQM, Theory of Constraints, Globalization, Kaizen, Project Portfolio..., COBIT, PMO, IT Strategy, Compliance Management, IT Audit, Risk Mitigation, Information Security..., Business Continuity, ISO 20000, Risk Management, ITIL, Process Engineering, Enterprise Risk..., SDLC, Program Management, ISO 27001, Disaster Recovery, Process Improvement
Education
University of Southern California 1978 — 1980
MS, Systems Management
Union College 1974 — 1976
BS, Engineering
E. & J. Gallo Winery November 2014 - Present
E. & J. Gallo Winery October 2013 - Present
E. & J. Gallo Winery January 2012 - October 2013
State Street November 2010 - January 2012
State Street Bank May 2008 - November 2010
State Street May 2007 - May 2008
Franklin Templeton Investments 2006 - 2007
Skills
Financial Analysis, Mutual Funds, Financial Reporting, Accounting, Valuation, Analysis, Derivatives, Account Reconciliation, General Ledger, Finance, Data Analysis, Microsoft Excel
Education
University of California, Davis - Graduate School of Management 2008 — 2011
Business Administration
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2005
Business, Bachelor of Science, Business Administration and Bachelor of Arts, Mass Communications
UC Davis Health System September 2013 - Present
Sacramento Valley Highland Games 1998 - Present
Groeschel & Sons January 2004 - September 2014
Stirling Consulting Group January 1996 - December 2013
State Street Bank January 2008 - February 2009
UC Davis January 2000 - January 2004
California State University January 2000 - January 2004
Franklin Templeton Investor Services January 1992 - January 2004
Skills
Program Management, Leadership, Cross-functional Team..., Management, Vendor Management, Project Management, Training, Process Improvement, Strategic Planning, Operations Management, Analysis, MS Project, Budgets, Human Resources, Strategic Communications, Public Speaking, Analytics, Sales, Data Analysis, Negotiation, Consulting, Fundraising, Management Consulting, Leadership Development, Team Leadership, Change Management, Business Analysis, EHR, Visio, Software Project..., Behavioural Change, Healthcare Management, Healthcare Information..., Healthcare Analytics, Healthcare Information..., Research, Team Building, Entrepreneurship, Start-ups, Strategy, Customer Service, Event Planning, Business Process..., Community Outreach, Nonprofits, Microsoft Excel
Education
University of Phoenix 1994 — 1996
MA, Organizational Management
University of California, Davis 1987 — 1991
BA, Political Science
University of California, Davis 1987 — 1991
Administrative Officers for the Future, Political Science
Franklin Covey Leadership, Productivity and Execution Training
Marcus Buckingham Trombone Player Wanted strengths revolution training
Project Management Internal Certification
EMC November 2011 - Present
EMC July 2006 - October 2011
Modis February 2006 - June 2006
Systems West October 2005 - January 2006
Aetea Information Tech. Inc., February 2005 - September 2005
Ciber September 2004 - December 2004
John Hancock Financial Services June 2000 - August 2004
State Street Bank May 1998 - June 2000
Skills
Cloud Computing, PMO, Agile Methodologies, SDLC, Project Portfolio..., IT Strategy, Vendor Management, Integration, Pre-sales, ITIL, Requirements Analysis, Data Center, SaaS, Solution Architecture, Enterprise Architecture, IT Service Management, Business Analysis, PMP, Disaster Recovery, Information Technology, Management, Program Management, Professional Services, Project Management
Education
St Michaels College 1992 — 1994
Masters of Administration and Management, Business Administration and Management, General
State University of New York at Buffalo 1985 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
State Street March 2015 - Present
State Street May 2013 - March 2015
PEM Inc. January 2013 - May 2013
State Street Bank June 2012 - January 2013
Red Curve Solutions March 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Office 2008..., Microsoft Office Outlook, PowerPoint, Client Relations Skills, Business Ethics, Business Marketing, Fund Accounting, Mutual Funds, Accounting, Finance, Corporate Finance, Financial Consulting, Financial Forecasting, Business Economics, Economics, Commercial Real Estate, Regional Development, Geography, Economic Geography, Urban Geography, GIS systems, ArcGIS, ArcMap, GPS devices, GPS Applications, Microsoft Office 2007, Outlook, Financial Advisory, Analysis
Education
University of Arizona 2003 — 2008
Bachelor of Science (B.S.), Geography and Regional Development, Business Administration Minor
North Andover High School 1999 — 2003
High School Diploma
Cerner Corporation June 2014 - Present
State Street Bank 2013 - 2013
Skills
Data Analytics, Business Analysis, Financial Planning, Corporate Finance, Microsoft Excel, Statistics, Accounting, Time Management, Budgets
Education
Truman State University 2010 — 2014
Bachelor's degree, Accounting, 3.87
Truman State University 2010 — 2014
Bachelor's degree, Finance, General, 3.92
McKesson July 2015 - Present
Cerner Corporation January 2013 - April 2015
State Street Bank May 2012 - December 2012
Niblock Law Firm, PLLC August 2011 - January 2012
Arvest Bank July 2009 - July 2011
Walmart June 2010 - August 2010
Marathon Global May 2008 - January 2009
Skills
Spanish, Brazilian Portuguese, Conversational Japanese, Translation, Microsoft Office, Apple Software, Healthcare, IT Solutions, Healthcare Consulting, Leadership, Millennium, Cerner, Cerner CCL, Pharmacy Automation, PharmNet, CPOE, PowerChart, Retail Link, Shiloh, SurgiNet, Workflow Management, Six Sigma, Lean Process Improvement, Merchandising, Retail
Education
Benedictine University 2014 — 2017
Master of Business Administration (MBA), Master of Public Health (MPH), Population Health
University of Arkansas at Fayetteville 2008 — 2012
Bachelor of Science, International Finance and Economics
Success Academy Charter Schools November 2014 - Present
Success Academy Charter Schools March 2014 - October 2014
Interbrand October 2013 - March 2014
Tufts University October 2010 - May 2013
Charles Group Consulting September 2012 - December 2012
State Street Bank September 2011 - December 2011
Skills
Public Relations, Community Outreach, Research, Mandarin, PowerPoint, Event Planning, Microsoft Office, Nonprofits, Office Administration, Microsoft Word, Microsoft Excel, Onboarding, Human Resources
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), Asian Studies, History
Zhejiang University 2011 — 2011
Study Abroad Program
Stuyvesant High School 2005 — 2009
Regents with Honors Diploma
Colony Capital September 2011 - Present
State Street Bank February 2010 - September 2011
State Street Bank June 2009 - August 2009
Emerald Tile and Stone October 2004 - December 2008
Skills
Financial Analysis, Hedge Funds, Financial Modeling, Valuation, Bloomberg, VBA, Accounting
Education
University of California, Davis 2008 — 2010
B.S., Managerial Economics
State Street Bank March 2010 - Present
Chase May 2004 - December 2006
Skills
CFA Level 2 Candidate, Bloomberg, Fixed Income, Mutual Funds, Equities, Securities, Investments, Derivatives, Valuation, Capital Markets, Bloomberg Terminal, Financial Markets, Bonds, Corporate Finance, Equity Research, FX Options, Options, VBA, Equity Derivatives, ETFs, Econometrics, Commodity, Equity Valuation, Credit Derivatives, Swaps, Corporate Actions, Financial Services, Interest Rate..., Foreign Exchange, Currency, Economics, Investment Banking
Education
UCSD 2008 — 2009
Bachelor of Arts (B.A.), Economics
County of Yolo, Planning, Public Works and Environmental Services July 2013 - Present
Yolo County Health Department January 2013 - July 2013
Yolo County Health Department November 2011 - January 2013
State Street Bank April 2007 - August 2011
State Street Bank October 2009 - October 2010
State Street Bank October 2007 - October 2009
State Street Bank April 2007 - October 2007
Longs Drugs October 2003 - April 2007
Lassen Tours , Inc. June 1998 - April 2007
Skills
Crystal Reports, Report Builder, Envision Connect, Envision Connect Remote, Excel, MS Office Suite, Pivot Tables, Outlook, Vlookup, VBA, Web Design, Policy Writing, Data Analysis, Time Management, Project Coordination, PowerPoint, Cpr Certified, Multitasker, Detail Orientation, Policy Analysis, Bloomberg, Reuters
Education
University of California, Davis 1997 — 2002
B.S., Biological Sciences
Buy Auto Parts April 2005 - Present
Meridian Auto Parts April 2005 - Present
Duxbury Bay Maritime School April 2004 - February 2005
State Street Bank September 2003 - March 2004
Skills
Contract Negotiation, Purchasing, Procurement, Business Development, Forecasting, Negotiation, Strategic Planning, Team Building, New Business Development, Operations Management, Budgets, Business Strategy, Pricing, Supply Chain Management, Management, Product Development, Leadership, E-commerce, P&L Management, Inventory Management, Product Management, Sales, Critical Thinking, Decisiveness, Business Ethics, Creative Problem Solving, Strategy, Sales Management, Sales Operations, Process Improvement, Supply Chain, Business Planning, Cross-functional Team..., Customer Service, Marketing Strategy, Account Management, Competitive Analysis, Team Leadership, Microsoft Excel, Profit, Logistics, Entrepreneurship
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (B.A.), Economics
Universidad de Sevilla 2001 — 2001
State Street Bank
Skills
Fixed Income, Hedge Funds, FX Options, Financial Markets, Bloomberg, Derivatives, Capital Markets, Equities, Investments, Securities, Trading, Electronic Trading
Education
Union College 2003 — 2007
BA, Economics, Spanish
North East Interiors March 2006 - July 2008
State Street Bank January 1988 - January 1998
Skills
Tax, Accounting, Tax Preparation, Income Tax, Corporate Tax
Education
State University of New York at Buffalo
Master of Business Administration (MBA)
State University of New York at Buffalo
BA
BlackRock August 2015 - Present
BlackRock October 2012 - August 2015
BlackRock December 2009 - August 2015
Barclays Global Investors January 2009 - December 2009
Barclays Global Investors April 2007 - December 2009
State Street Bank July 2005 - April 2007
Investors Bank & Trust March 2004 - July 2005
Skills
Project Management, Project Coordination, Product Development, Integration, Strategic Planning, Fixed Income, Asset Management, Emerging Markets, Product Design, Platform Management, Derivatives, Strategic Partnerships, Business Process..., Risk Management, Hedge Funds, Business Impact Analysis, Mutual Funds, Equities, ETFs, Credit Derivatives, Trading Systems, Project Planning, Alternative Investments, Swaps, Portfolio Management, Business Analysis
Education
University of California, Berkeley 1999 — 2003
B.A, Economics & 3rd World Development Studies
Klout January 2012 - Present
State Street Bank January 2007 - January 2012
State Street Bank January 2006 - January 2007
State Street Bank December 2003 - January 2006
Olson, Hagel & Fishburn, LLP April 2002 - December 2003
Skills
Financial Analysis, Analytics, Financial Modeling, Valuation, Investments, Corporate Development, Start-ups, Venture Capital, Mergers & Acquisitions, Strategy, Account Reconciliation, Accounting, Analysis, Management, Sales, Auditing
Education
UC Davis 1997 — 2001
Bachelor's degree, Managerial Economics
AEW Capital Management December 2014 - Present
State Street Bank May 2014 - November 2014
Skills
Time Management, Securities, Equities, Fixed Income, Mutual Funds, Bloomberg, Russian, Microsoft Excel, Spanish, JavaScript, Python, Research, VBA, Moxy, APX
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, Finance, General, 3.8/4.0
Universitat Autònoma de Barcelona 2013 — 2013
International Business
State Street March 2015 - Present
State Street Bank November 2013 - March 2015
State Street Bank March 2013 - November 2013
State Street Bank May 2012 - March 2013
State Street Bank August 2011 - May 2012
State Street Bank May 2010 - September 2010
Mayor Menino Campaign September 2009 - October 2009
Oculus Technologies Inc July 2008 - October 2008
Marks and Spencer Plc January 2007 - January 2008
Skills
Business Strategy, Internal Controls, Change Management, BPMN, Business Process..., Process Engineering, Strategic Vision, Operational Risk, Solution Implementation, Architectural Design, Operational Efficiency, Analysis, Strategy, Capital Markets, Management, Financial Services
Education
University of Cambridge 2010 — 2011
MPhil, International Relations
University of York 2006 — 2009
First Class BA (Hons), English and Related Literature
Société Générale August 1998 - Present
Hydro Québec 1996 - 1998
Montreal Exchange 1993 - 1996
State Street Bank 1990 - 1993
Skills
Derivatives, Options, Financial Markets, Equities, Electronic Trading, Fixed Income, Trading, Capital Markets, Bloomberg, Equity Derivatives, Securities, FX Options, Trading Systems, Hedging, Hedge Funds, Commodity, Asset Management, Alternative Investments, Portfolio Management, Bonds, Equity Trading, Financial Regulation, Risk Management, Clearing Houses, Futures Trading, Managed Futures, Covered Calls, Networking, Direct Market Access, Electronic Trading..., Investments, Financial Risk
Education
CFA Institute 1994 — 1997
CFA, Chartered Financial Analyst
Université Laval 1985 — 1989
BAC, Option Finance et Option Marketing
Cegep Andre Grasset 1983 — 1985
DEC, Sciences Pures
Citizens Bank February 2012 - Present
Boy Scouts of America September 2008 - Present
RBS Citizens Group August 2008 - February 2012
First Marblehead December 2007 - August 2008
BJ's Wholesale Club October 2005 - December 2007
State Street Bank October 2004 - October 2005
Staples, Inc. 2000 - 2005
PerkinElmer 1999 - 2000
Shepley, Bulfinch, Richardson and Abbott 1996 - 1999
Lochard Environment Systems Corporation 1994 - 1996
Skills
Strategic Planning, Vendor Management, Management, Unix, SAN, Operating Systems, Contract Negotiation, Project Management, System Administration, Leadership, IT Management, Integration, Data Center, Disaster Recovery, Program Management, Security, Business Intelligence, Databases, Networking, HP, IT Operations, Virtualization, Troubleshooting, Strategy, Process Improvement, Hardware, Cloud Computing, Team Leadership, Cross-functional Team..., ITIL, Infrastructure
Education
United States Military Academy 1981 — 1985
BS, Computer Science
State Street Bank June 2009 - Present
ABN AMRO August 2005 - August 2006
Liberty Square Asset Management May 1998 - May 2005
Skills
Equities, Hedge Funds, Capital Markets, Derivatives, Securities, Fixed Income, Investments, Bloomberg, Financial Modeling, Mutual Funds
Education
Tufts University - The Fletcher School of Law and Diplomacy 2006 — 2009
M.A., International Business and International Political Economy
Tufts University 1994 — 1998
B.A., Economics and International Relations
BNY Mellon March 2009 - June 2014
Goldman Sachs September 2007 - October 2008
Fidelity Investments May 2004 - July 2005
State Street Bank February 2001 - September 2003
Skills
Financial Services, Due Diligence, Capital Markets, Fixed Income, Securities, Global Network Managemt, Global Custody, Emerging Markets, Relationship Building, Relationship Management, Equities, Investments
Education
University of Miami School of Law 2005 — 2006
LL.M. in Comparative Law
Universidad Complutense de Madrid 1999 — 1999
International Relations and Developing Countries
Universidad de Los Andes 1992 — 1997
Título de Abogado (Juris Doctor equivalent), Law
JFA Film September 2012 - Present
Freelance 2012 - Present
Freelance March 2012 - September 2012
State Street Bank July 2010 - May 2012
State Street Bank October 2008 - June 2010
Credit Suisse May 2008 - September 2008
Skills
Film, Valuation, Financial Modeling
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), Economics
State Street Bank April 2013 - Present
MetLife Investments July 2010 - April 2013
MetLife Investments August 2007 - June 2010
Friedman Billings Ramsey May 2006 - August 2006
Brown Brothers Harriman July 2004 - July 2005
Brown Brothers Harriman August 2001 - June 2004
Skills
Equity Research, Healthcare, Equities, Financial Modeling, Fixed Income, Investments, Loans, Bonds, Restructuring, Debt Restructuring, Valuation, Industry Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2007
Master of Business Administration (MBA)
Tulane University - A.B. Freeman School of Business 1997 — 2001
BSM, Finance Accounting
Franklin Templeton Investments March 2014 - Present
Franklin Templeton Investments May 2010 - March 2014
East West Bank (Formerly United Commercial Bank) November 2005 - May 2010
State Street Bank September 2001 - November 2005
Charles Schwab 2000 - 2000
Skills
Financial Reporting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Cash Management, Banking, Treasury Management, Account Reconciliation, Cash Flow, Risk Management, PeopleSoft, Charles River
Education
University of California, Davis
BS, Managerial Economics
Citco Fund Services May 2014 - Present
JPMorgan Chase October 2012 - May 2014
Audax Group March 2009 - September 2011
LaSalle Investment Management June 2007 - August 2008
State Street Bank September 2006 - May 2007
Education
Tufts University 2001 — 2005
B.A., Economics
Middlesex School 1998 — 2001
Fessenden School 1989 — 1998
Cantor Fitzgerald April 2007 - Present
EMC April 2006 - April 2007
The Clearing Corporation April 2005 - April 2006
onExchange 2000 - 2006
State Street Bank 1998 - 2000
Kronos Incorporated 1990 - 1996
Skills
Agile Methodologies, Software Development, Enterprise Software, Java Enterprise Edition, Unix, Java, Web Services, Enterprise Architecture, Software Engineering, SOA, Scrum, XML, SQL, Distributed Systems, Object Oriented Design
Education
Tufts University 1980 — 1984
bs, Engineering
Attleboro High School 1976 — 1980
ASP, PCC at BSC 1976 — 1977
SSgA September 2010 - Present
SSgA April 2008 - January 2011
State Street Global Advisors January 2007 - March 2008
State Street Bank GmbH January 2006 - December 2006
State Street Bank GmbH 2003 - 2005
State Street Bank August 2001 - August 2003
Skills
Management Consulting, Strategy, Analysis, Integration, Management, Product Management, Fixed Income, Banking
Education
Trinity College-Hartford 1993 — 1997
Noble and Greenough 1988 — 1993
Eastern Research Group (ERG) January 2006 - Present
Tufts University, Department of Economics November 2008 - June 2009
State Street Bank June 2004 - January 2006
University of New Hampshire September 2002 - May 2004
Massachusetts Institute of Technology, Cambridge-MIT Institute May 2002 - August 2002
The Lexington Flick (Marble Rock Cinema Corp.) 1996 - 2002
Skills
Business Process..., Performance Measurement, Reporting & Analysis, Business & Economic..., Database Management, Data Analysis, Program Evaluation, Statistics, Regulatory Analysis, MS Office Automation, VBA, Survey Design & Analysis, Microsoft Office, Program Management, SAS, Access, Analysis, Stata, Public Policy, Policy Analysis, Research
Education
Tufts University 2007 — 2011
M.S., Economics, Environmental Policy
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
T2AM, LLC (Formerly Telesis Capital, LLC) May 2005 - Present
Santa Barbara Alpha Strategies April 2003 - April 2005
SF Sentry Investments Group October 1999 - April 2003
Bracebridge Capital 1996 - 1999
State Street Bank 1993 - 1996
Skills
Portfolio Management, Financial Modeling, Alternative Investments, Hedge Funds, Risk Management, Securities, Investments, Equities, Financial Markets, Trading Systems, Fixed Income, Asset Management, Capital Markets, Options, Trading, Bloomberg
Education
Union College 1989 — 1993
Bachelor of Arts (B.A.), Economics
Financial Engines 2004 - Present
Putnam Investments 2000 - 2004
State Street Bank 1998 - 2000
Brown Brothers Harriman 1994 - 1998
Education
Union College 1990 — 1994
Northern Trust September 2010 - Present
Fidelity Investments November 2007 - September 2010
State Street Bank November 1999 - November 2007
State Street Bank July 1997 - November 1999
Skills
Financial Services, Financial Risk, Global Custody, Corporate Actions, Settlement, Securities, Mutual Funds, Fixed Income, Back Office, Equities, Securities Lending, Bonds, Financial Markets, Relationship Management
Education
Union College 1993 — 1997
BA, Economics
Commack High School 1989 — 1993
Dole Food Company June 2013 - Present
Dole Food Company December 2009 - May 2013
Dole Food Company March 2008 - May 2011
State Street Bank 2004 - 2007
Education
University of California, Davis - Graduate School of Management 2007 — 2009
M.B.A., Finance
University of California, Davis 2000 — 2004
B.A., Economics
JPMorgan Chase March 2014 - July 2015
CAST Management Consultants February 2010 - March 2014
UBS Investment Bank June 2009 - August 2009
State Street Bank June 2008 - August 2008
Blue Cross Blue Shield of Massachusetts May 2007 - August 2007
Skills
Data Analysis, Media & Entertainment, Digital Marketing, Music Industry, Project Management, Financial Analysis, Management Consulting, Marketing, Valuation, Business Strategy, Mergers & Acquisitions, Investment Banking, Excel, Financial Services, Asset Management, Strategy, Fashion, Finance
Education
UCLA Anderson School of Management 2015 — 2017
MBA Candidate (2017)
University of Southern California 2005 — 2009
Bachelor of Science, Business Administration; Finance
University of Southern California - Marshall School of Business 2005 — 2009
Bachelor of Science, Business Administration - Finance
Boston Latin Academy 1999 — 2005
A&L World Corporation March 2010 - Present
Bank of America October 2006 - November 2008
Cardinal Health 2004 - 2006
State Street Bank 2003 - 2003
Deustche Bank 1999 - 2003
Skills
Microsoft Office, Budgets, Financial Reporting, Accounting, Research, Customer Service, Process Improvement, New Business Development, Contract Negotiation, Negotiation
Education
University of Puerto Rico 1980 — 1984
JPMorgan Chase June 2006 - Present
State Street Bank 1997 - 2006
Skills
Risk Management, Equities, Operations Management, Securities, Bloomberg, Derivatives, Fixed Income, Mutual Funds, Hedge Funds, Financial Services, Fund Accounting, Middle Office, Asset Management
Education
Tufts University 1992 — 1996
State Street Bank April 2012 - Present
State Street Bank January 2012 - April 2012
State Street Bank December 1999 - July 2011
Skills
Talent Acquisition, Financial Services, Human Resources, Employee Relations, Employee Benefits, HR Policies, Interviews, Onboarding, Executive Search, Personnel Management, Asset Management, Management, Organizational..., PeopleSoft, Corporate Actions, Mutual Funds, Equities, Talent Management, Succession Planning, Recruiting, SDLC, Screening, Organizational Design, CRM, Workforce Planning, HR Transformation
Education
Université libre de Bruxelles 1994 — 1999
Master's degree, Human Resources Management/Personnel Administration, General
Boston Medical Center (BMC) June 2015 - Present
Massachusetts General Hospital 2012 - 2012
Morgan Stanley September 2010 - June 2011
State Street Bank January 2008 - September 2010
Bank of America July 2007 - December 2007
Education
Tulane University School of Medicine 2011 — 2015
MD
Wellesley College 2003 — 2007
Bachelor of Arts (BA), American Studies
University of North Carolina at Chapel Hill 2005 — 2005
KeyBank June 2011 - Present
State Street Bank October 2007 - May 2011
LASS Language Institute June 2006 - June 2007
Skills
Microsoft Excel, Finance, Bloomberg, Financial Analysis, Banking, Accounting
Education
University of Nebraska-Lincoln 2001 — 2006
BSBA, Finance and International Business
Universidad de Salamanca 2003 — 2003
Sapient 1999 - Present
State Street Bank 1997 - 1999
Morgan Stanley 1993 - 1997
Skills
Capital Markets, Equities, Fixed Income, Financial Markets, Investment Banking, Trading Systems
Education
Tufts University 1989 — 1993
BSEE
GW & Wade, LLC April 2010 - Present
Excalibur Management February 2007 - February 2010
Edward Jones May 2006 - December 2006
Anchor Capital Advisors February 2001 - April 2006
State Street Bank November 1999 - January 2001
Tri-City Mental Health July 1994 - October 1999
Education
Columbia University School of Social Work 1990 — 1992
MSW, Social Work
Tufts University
B.A.in Psychology
Mountain Lake Investment Management LLC February 2013 - Present
State Street Bank January 2006 - July 2011
American International Exhibition February 2004 - January 2006
Mascot International Inc. July 2002 - February 2004
Skills
Training, Accounting, Microsoft Excel, Financial Reporting, Finance, Forecasting, Financial Analysis, Corporate Finance, Business Analysis, Banking, Marketing, Microsoft Office, Final Cut Pro, Script Supervision, Strategy, Sales, Management, Portfolio Management
Education
University of California, Berkeley 1998 — 2002
B.A., Mass Communications
Grow Remote January 2015 - July 2015
Bloomberg May 2013 - December 2014
Bloomberg August 2012 - April 2013
Bloomberg April 2011 - July 2012
Bloomberg June 2009 - April 2011
Dream Careers Inc. September 2008 - May 2009
Greenwich Consultants June 2008 - July 2008
State Street Bank July 2007 - August 2007
Skills
Bloomberg, Fixed Income, Sales, Analytics, Credit, Microsoft Excel, Account Management, Social Media Marketing, New Business Development, Product Development, Market Research, Municipal Bonds, Portfolio Performance..., Data Analysis, Syndicated Loans, Controlled Environment..., Automation, Remote Control, Wireless Communications...
Education
Tulane University - A.B. Freeman School of Business 2005 — 2009
BSM, Finance, Management
Wellesley High School 2001 — 2005
High School
Osram Sylvania September 2011 - Present
State Street Bank April 2006 - September 2011
Skills
Accounting, Tax, Financial Reporting, International Tax
Education
UCLA
BA, Economics
UCLA Anderson School of Management
MBA, Finance
USC Marshall School of Business
MBT, Taxation
State Street Bank August 2012 - Present
State Street Bank June 2006 - July 2012
State Street July 2000 - June 2006
State Street July 1999 - July 2000
US Army June 1979 - July 1999
Skills
Employee Engagement, Investments, Performance Management, Recruiting, Training, Leadership, Onboarding, Relationship Management, Mutual Funds, Employee Relations, Risk Management, Talent Management, Human Resources, Deferred Compensation, Financial Services, Management, Banking, Talent Acquisition, Leadership Development, Financial Analysis
Education
Troy University 1986 — 1989
Masters Degree, International Relations, Pass
Virginia Polytechnic Institute and State University 1975 — 1979
Bachelor's degree, Economics
Research Foundation of SUNY November 2013 - Present
Research Foundation of SUNY September 2008 - Present
Research Foundation of SUNY February 2008 - November 2013
Research Foundation of SUNY September 2003 - February 2008
State Street Bank March 2001 - August 2003
State Street Bank August 2000 - March 2001
Education
Union College 1996 — 2000
BA, Economics
Union College 1996 — 2000
Economics
Voya Financial May 2003 - Present
CitiStreet Financial Advisors August 2000 - May 2003
State Street Bank February 1999 - August 2000
World Savings August 1997 - February 1999
World Savings October 1995 - August 1997
Skills
Back Office, Banking, Financial Services, Private Banking, Operational Risk, Operational Risk..., Investments, Retirement Planning, Asset Management, Process Improvement, Relationship Management, Pensions, CRM, Business Analysis, Mutual Funds
Education
University of California, Santa Barbara 1979 — 1984
BA, Business Economics
John F Kennedy High School 1975 — 1979
HS Diploma, College Prep Sciences
State Street Corporation 2001 - 2009
State Street Bank March 2001 - December 2008
CSC 1987 - 2001
Education
UCLA Anderson School of Management 1975 — 1977
MBA, Marketing and Finance
University of Notre Dame 1971 — 1975
BBA, Marketing
Region's Bank August 2014 - Present
SourceMedical July 2013 - Present
CTS July 2007 - June 2013
Accenture 2000 - 2007
St. Petersburg Junior College 1996 - 1998
Carwise Middle School 1994 - 1996
State Street Bank 1990 - 1993
Skills
SDLC, Requirements Analysis, Data Warehousing, Software Development, SharePoint, Business Analysis, Business Intelligence, IT Strategy, PMP, Program Management, Microsoft SQL Server, SOA, Integration, Visio, Enterprise Architecture
Education
University of Alabama at Birmingham 1998 — 2000
MS, Applied Mathematics
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1989
BS, Business Administration, Political Science
Project Management Institute
Project Management Professional (PMP)
SAFe Agile
SAFE Agilist
State Street Bank June 2012 - Present
Electronic Data Systems May 2000 - April 2006
Melita International January 1998 - January 2000
Skills
Hibernate, Spring, Unix, Eclipse, JBoss Application Server, Tomcat, Java Enterprise Edition, AJAX, Requirements Analysis, Agile Methodologies, Web Services, Struts, XML, JSP, SOA
Education
University of Alabama 1989 — 1997
MSCS, Software Engineering
University of Alabama 1989 — 1994
Bachelor's of Science, Computer Science
RBS Citizens Group July 2012 - Present
State Street Bank July 2006 - July 2012
CGI Consultant - Deutsche Bank September 2003 - June 2006
Skills
Quantitative Analysis, Market risk management, Risk Management, Quantitative Analytics, Fixed Income, Trading, Quantitative Finance, FX Options, Financial Modeling, Capital Markets, Bloomberg, Securities, Basel II, Interest Rate..., Market Risk, Portfolio Management, Derivatives, Equities, Financial Risk, Hedge Funds, Credit Risk, Options, Equity Derivatives, Trading Systems, Electronic Trading, Financial Markets, Swaps, Credit Derivatives
Education
University of Montreal 1992 — 1996
PhD, Mathematics
RBS Citizens July 2013 - Present
RBS Citizens September 2012 - June 2013
Citizens Commercial Banking August 2011 - September 2012
State Street Bank 2007 - July 2011
Skills
Financial Modeling, Portfolio Management, Credit Analysis, Underwriting, Bloomberg, Financial Analysis, Fixed Income, Investments, Mutual Funds, Financial Services, Due Diligence, Corporate Finance
Education
Tufts University 2003 — 2007
Economics
EMC May 2013 - Present
IntePros Consulting October 2012 - April 2013
State Street Bank June 2010 - August 2010
Skills
Technical Recruiting, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Project Management, Leadership, Recruiting, Business Analysis
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Arts (B.A.), Economics
Universitat Pompeu Fabra 2010 — 2010
Hispanic and Latin American Languages, Literatures, and Linguistics, General
Wayland High School 2004 — 2008
Discovery Capital Management LLC June 2013 - Present
State Street Bank March 2011 - January 2013
Galle Global Macro Partners April 2010 - March 2011
State Street Bank July 2009 - April 2010
Brevan Howard September 2008 - December 2008
Credit Suisse October 1999 - August 2008
ING Nederland January 1998 - October 1999
Skills
Eviews, Bloomberg, HaverAnalytics, Datastream, Factset, Strategic Planning, Microsoft Word, Outlook, PowerPoint, Negotiation, Microsoft Excel, Public Speaking, Derivatives, Fixed Income, Equities, Hedge Funds, Valuation, Investments, Trading, Portfolio Management
Education
University of Cambridge 1996 — 1997
Worked towards PhD, Economics
University of Cambridge 1995 — 1996
M.Phil, Finance, Distinction
London Guildhall University, UK 1992 — 1995
BA, Financial Economics, First Class (Hons)
BNY Mellon- Cutwater Asset Management May 2015 - Present
Sumitomo Mitsui Trust Bank (U.S.A) Limited March 2014 - September 2014
State Street Bank February 2013 - August 2013
BCP Securities October 2012 - January 2013
DTCC March 2012 - July 2012
Alliance Bernstein October 2010 - July 2011
OCE Information Technologies October 2008 - October 2009
Bank of NY October 2006 - January 2008
GlobeOp Financial Services June 2004 - May 2006
Lord, Abbett & Co April 1999 - May 2004
Skills
Fixed Income, Settlements, Equities, Bloomberg, Securities, Asset Management, Excel, Risk Management, Investments, Word, Access, Hedge Funds, Microsoft Office, Analysis, Accounting, Banking, Funding, Bonds, Problem Solving, FX, Mutual Funds, Asset Managment, Trading, FX Options, Finance, Microsoft Word, Settlement, Portfolio Management, Options, Corporate Actions, Financial Services, Derivatives, Swaps
Education
State University of New York at Buffalo 1979 — 1983
B.A, Political Science and Sociology
Advantage Technical Resourcing June 2013 - January 2014
State Street July 2001 - December 2012
State Street Bank November 1996 - July 2000
ENTEX Information Services June 1994 - November 1996
Skills
AIX, Unix, BMC Remedy, Business Continuity, Perl, Vendor Management, Websphere, Shell Scripting, Unix Shell Scripting, Solaris, Disaster Recovery, Windows, Servers, Security, High Availability, Data Center, Hardware, SAN, Technical Support, Network Administration, Routers, Storage Area Networks, Help Desk Support, Networking, System Deployment, Software Installation, Troubleshooting, Cluster, Software Documentation, Storage, Computer Hardware
Education
University of Arizona 1978 — 1983
BFA, Fine Arts
10Thoughts March 2015 - Present
Deloitte May 2014 - August 2014
State Street Bank June 2010 - July 2013
Forrester Research June 2009 - August 2009
Forrester Research June 2008 - August 2008
Skills
Microsoft Excel, Financial Modeling, Data Analysis, Entrepreneurship, Strategy, PowerPoint
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.)
Union College 2006 — 2010
Bachelor of Arts (B.A.), Economics
United Security Bank March 2015 - Present
United Security Bank May 2013 - March 2015
Central Valley Community Bank January 2011 - May 2013
State Street Bank June 2007 - August 2010
Skills
Financial Reporting, Financial Analysis, Mutual Funds, Microsoft Excel, Fixed Income, Sarbanes-Oxley Act, Accounting, Fund Accounting
Education
University of California, Davis 2003 — 2007
B.A., Managerial Economics
KBL European Private Bankers November 2007 - May 2012
State Street Bank May 2006 - November 2007
Quick Medical Service September 2005 - March 2006
None June 2003 - August 2005
Ethypharm August 2002 - March 2003
Skills
Human Resources, HR Policies, Personnel Management, Performance Appraisal, Deferred Compensation, Sourcing, Interviews, Recruiting, Management
Education
Institut de Gestion Sociale (IGS Paris) 2001 — 2003
Master's degree in Human Resources, (bac +5)
Université Paris X Nanterre 1997 — 2001
Master's degree in Economics, (bac +4)
Wells Fargo March 2013 - Present
City of Fort Myers December 2012 - February 2013
Private Consulting January 2004 - November 2012
Hewlett-Packard Computers October 2000 - December 2003
Dash.com July 2000 - October 2000
Standish, Ayer and Wood September 1999 - July 2000
State Street Bank August 1998 - September 1999
Fidelity Investments, FACS Systems March 1998 - July 1998
Zurich Scudder Investments March 1997 - March 1998
Zurich Scudder Investments March 1996 - March 1998
Skills
Accounting, Finance, Investments, Medicine, Analysis, Microsoft SQL Server, Teamwork, Data Analysis, Project Management, IT Management, Business Intelligence, Databases, Financial Reporting, Financial Statements, Data Warehousing, ETL, SSIS, Data Modeling, Management, IIS, Software Documentation, Integration, Access, Troubleshooting, Security, T-SQL, SQL, Performance Tuning
Education
University of Utah
MBA, Finance and Computers
MCSA SQL 2012
Microsoft Charter Certified at Certification Camps
University of California, Riverside
Bachelor of Science, Biochemistry
Santander Bank, N.A. July 2014 - Present
State Street Bank October 2010 - July 2014
State Street Global Advisors June 2008 - October 2010
State Street Bank July 2006 - June 2008
Skills
Accounts Receivable, Account Reconciliation, Inter-Company Accounts, Oracle General Ledger, Financial Accounting, Accruals, Financial Analysis, Financial Reporting, Corporate Finance, Global Cash Management, Mutual Funds, Month End Close, Essbase, Hyperion Enterprise, Accounting, Risk Management, Fund Accounting
Education
UC San Diego
Bachelor's degree, Economics
Union Bank January 2015 - Present
CalPERS March 2013 - 2015
State Street Bank March 2011 - February 2013
State Street Bank March 2010 - February 2011
Bank of America October 2007 - February 2010
Education
University of California, Irvine
Bachelor of Arts (BA), Economics
State Street Bank June 2015 - Present
Fidelity Investments September 2013 - June 2015
State Street Global Markets March 2013 - August 2013
John Hancock Life Insurance Company (U.S.A.) 2009 - 2011
Education
State University of New York at Buffalo 2007 — 2012
Master of Arts (M.A.), Political Science
State Street Bank 2006 - 2007
Education
India
Master of Business Administration (MBA), Finance, General
UCLA
CPA Preparation, Accounting
John Hancock Investments 2015 - Present
Techne, LLC January 2014 - Present
State Street Bank May 2006 - January 2012
Crosby Advisors, LLC (Fidelity Investments) September 2001 - January 2006
Skills
Banking, Equities, Financial Analysis, Financial Services, Fixed Income, Insurance, Investments, Mutual Funds, Portfolio Management, Property, Relationship Management, Sales, Securities
Education
University of Rhode Island
Bachelor's degree, Business Administration
Université de Technologie de Compiègne
BlackRock December 2012 - Present
BlackRock April 2008 - December 2012
State Street Bank September 2007 - April 2008
State Street Bank February 2007 - September 2007
State Street Bank February 2006 - February 2007
State Street Bank January 2005 - February 2006
Skills
Portfolio Management, Equities, Business Strategy, Microsoft Excel, Alternative Investments, Analysis, Investments, VBA, Hedge Funds, Financial Services, Analytics, Python, Performance Attribution, BlackRock Aladdin, PnL, Finance, Index Funds, Project Management, Financial Modeling, Financial Analysis, Project Coordination, SQL, Microsoft Word, Visio, Outlook, Data Mining, Data Analysis, Fund Accounting, Chartered Financial..., Fund Administration, HTML5, CSS, JavaScript
Education
FRM 2014 — 2014
Passed Level 1 Exam
University of California, Berkeley 2014 — 2014
UC Berkeley Extension Python Programming Course
UC Davis 2001 — 2005
Bachelor of Science (B.S.), Managerial Economics
Wall Street Prep
Finance