State Street Bank
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Assets under management: 2.782 trillion USD (2017) Headquarters: Boston, Massachusetts, United States Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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4,182 State Street Bank employees in database. Find out everything there's to know about State Street Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Bank Employees
Federal Reserve Bank of New York July 2013 - Present
State Street Bank August 2011 - May 2013
Federal Reserve Bank of New York June 2012 - August 2012
BNY Mellon June 2011 - August 2011
Skills
Data Analysis, Data Entry, Microsoft Excel, Macro, Statistics, PowerPoint, Public Speaking, Policy Analysis, Research, Microsoft Office, Market Research, Well Travelled, Qualitative Research, Internal Audit, Auditing, Work Ethic, Works well in a team, Manage Client..., Economics, Financial Analysis, Financial Modeling, Facebook, Bloomberg
Education
University of Massachusetts Boston 2008 — 2013
Bachelors of Arts, Economics
University of Massachusetts Boston 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Management with concentrations in Accounting and Finance
LogMeIn August 2014 - Present
Randstad Professionals August 2013 - June 2014
Exclusive Media Group ; Hammer & Spitfire December 2011 - August 2013
State Street Bank October 2007 - September 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Human Resources, Recruiting, Leadership, HRIS, Strategy, Employee Relations, Permanent Placement, Temporary Staffing, Access, Temporary Placement, Management, Accounting, Marketing, Sales
Education
University of Massachusetts Dartmouth 2004 — 2007
Liberal Arts, History
Enel Green Power North America October 2012 - Present
Brown Brothers Harriman April 2008 - October 2012
State Street Bank May 2006 - April 2008
Putnam Investments June 2005 - May 2006
Education
University of Massachusetts Lowell
Bachelors Degree, Business Administration: Finance
Northeast Insurance Solutions, LLC. May 2012 - Present
The Souza Insurance Agency 2010 - June 2012
MetLife 2007 - 2010
Liberty Mutual 2000 - 2007
State Street Bank 1994 - 1997
Skills
Insurance, Property & Casualty..., New Business Development, Employee Benefits, Customer Service, Customer Relations, Budgets, Small Business, Term Life Insurance, Sales, Strategic Financial..., Life Insurance, Commercial Insurance, Finance, Long-term Care, Management, Marketing, Portfolio Management, Risk Management, Sales Management, Selling, Team Building, Time Management, Umbrella Insurance, Underwriting, Fixed Annuities, Financial Planning, Strategic Planning, Leadership
Education
University of Massachusetts Dartmouth 1990 — 1993
B.S., Accounting
Eaton Vance June 2013 - October 2013
State Street Bank March 2013 - June 2013
Eaton Vance Investment Managers June 2011 - August 2012
Skills
Portfolio Management, Leadership Development, Google Apps, Financial Analysis, Time Management, Investments, Management, Teamwork, Social Media Marketing, Strategic Leadership, Marketing, Investment Management, Program Management, Public Speaking, Microsoft Office, Equity Research, Crisis Management, Emerging Trends, Customer Service, Bloomberg, Microsoft Excel, Team Leadership, Financial Services, Security Analysis, Operations Management, Account Reconciliation, Marketing Strategy, Street Marketing, Cost Accounting, Analytic Thinking, Interpersonal Savvy, Trend Analysis, Cool Hunting, Futurism, Streetwear, Bloomberg Terminal, Security APL, Documentum, Counseling, Fixed Income, Economics, Facebook, VBA, Team-oriented, Asset Management, Valuation, Critical Thinking
Education
University of Massachusetts at Lowell 2008 — 2012
Business Administration, Finance & Business Management, Senior
Brown Brothers Harriman October 2014 - April 2015
State Street February 2014 - April 2014
J.P. Morgan March 2013 - February 2014
State Street Bank June 2012 - February 2013
Skills
Financial Modeling, Risk Management, PowerPoint, Accounting, Account Reconciliation, Auditing, Accounts Payable, Securities, Financial Services, Internal Audit, Software Documentation, Mutual Funds, Private Equity, Alternative Investments, Financial Analysis, Tax, FX Options, Financial Reporting, Payments, Corporate Finance, Microsoft Excel, Data Analysis, Bloomberg, Financial Accounting
Education
University of Massachusetts Boston 2009 — 2011
BA, Economics
LehmanMillet July 2015 - Present
PJA Advertising + Marketing October 2014 - July 2015
PJA Advertising + Marketing March 2014 - July 2015
BG Medicine January 2013 - February 2014
Knome Inc August 2011 - December 2012
State Street Bank July 2010 - August 2011
Putnam Investments November 2009 - April 2010
Skills
Office Management, Accounting, QuickBooks, Invoicing, Budgets, Intacct, PowerPoint, Customer Service, Accounts Receivable, Microsoft Excel, Finance, Management, Accounts Payable, Bank Reconciliation, Financial Analysis
Education
University of Massachusetts Lowell 2006 — 2010
Bachelor of Science in Business Administration, Management and Finance
Tewksbury Memorial High School 2002 — 2006
Diploma
State Street Bank March 2007 - Present
State Street Bank September 2005 - March 2007
Skills
Bloomberg, Mutual Funds, Investments, Securities, Corporate Actions, Credit, Fixed Income, Equities, Fund Accounting, Hedge Funds, Derivatives, Fund Administration, Alternative Investments, Asset Managment, Bonds, Portfolio Management, Series 7, Capital Markets, ETFs, Asset Allocation, Financial Markets, FX Options
Education
University of Massachusetts Boston 2003 — 2005
Bachelor of Science degree in, International Management/ Finance
Crocker & Winsor Seafood, Inc. May 2015 - Present
International Marketing Specialists May 2014 - May 2015
Sovereign Bank October 2011 - March 2014
State Street Bank June 2005 - December 2010
Skills
Banking, Financial Services, Fixed Income, Mutual Funds, Securities, Relationship Management, Sales Management, Sales
Education
UMass Boston 2000 — 2004
Bachelor of Science (BS), Economics
National Grid May 2015 - Present
Natixis Global Asset Management September 2014 - March 2015
Babson Capital Management July 2014 - September 2014
U.S. Bank December 2013 - May 2014
State Street August 2012 - August 2013
JPMorgan Chase November 2010 - August 2012
State Street Bank September 2008 - November 2010
Skills
Financial Analysis, Financial Reporting, Research, Corporate Finance, GAAP, Mutual Funds, Data Analysis, Process Improvement, Databases, Financial Statements, Variance Analysis, Fund Accounting, Financial Statement..., SEC filings
Education
University of Massachusetts-Boston 2009 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of Massachusetts Boston 2005 — 2008
Bachelor of Science, Management, Accounting and Finance
State Street April 2015 - Present
State Street September 2013 - April 2015
State Street Bank October 2012 - September 2013
Stop & Shop November 2005 - August 2013
Holmes Investment Management, Inc. January 2012 - June 2012
Skills
Portfolio Management, Statistics, Fund Accounting, Accounting, Investments, Microsoft Excel, Financial Analysis, Financial Accounting, Management, Finance, Valuation
Education
University of Massachusetts Dartmouth 2008 — 2012
Bachelor of Science, Finance
University of Massachusetts Dartmouth 2008 — 2012
Bachelor of Science (B.S.) , Finance, General
JP Morgan securities(Temporary) August 2014 - December 2014
Zevin Asset Management (ZAM) September 2011 - November 2013
The Roosevelt Investment Group 2007 - 2011
State Street Bank September 2006 - September 2007
MetLife 2000 - 2005
John Hancock Signature Services 1997 - 2000
Skills
Advent, Microsoft Office, PeopleSoft, People Skills, Bloomberg, Customer Service, Trading
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), History and Economics
State Street Corp March 2007 - Present
State Street Bank February 2004 - March 2007
State Street Bank October 1996 - February 2004
Skills
Microsoft Office, Bloomberg Terminal, Cognos, Portia, VBA, Problem Solving, Data Analysis, Fixed Income, Securities, Asset Management, Corporate Actions, Bloomberg, Investments, Financial Services, Mutual Funds
Education
UMass Dartmouth 1987 — 1992
Bachelor of Science (B.S.), Finance, General
State Street Bank June 2013 - Present
Edwards Angell Palmer & Dodge LLP April 2010 - September 2010
Skills
Time Management, Research, Mutual Funds, Microsoft Office, Accounts Payable, Data Entry, Arabic, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Massachusetts Boston 2010 — 2014
Bachelor's Degree, Finance and Financial Management Services
Stop & Shop January 2011 - Present
Stop & Shop September 2011 - Present
State Street Bank July 2013 - January 2014
Volunteer Experience May 2013 - May 2013
Stop & Shop May 2009 - September 2011
Skills
Commitment to Customer..., Fast-paced, Hardwork, Customer Service, Microsoft Excel, Highly detail oriented, Phone Etiquette, Close Attention to..., Dependable Team Player, Cash Handling Experience, Team-oriented, Highly motivated..., Always Punctual, Cash Register, Friendly Personality, Organized Multi-tasker, Highly Dedicated, Clerical Skills, Critical Thinking, Telephone Skills
Education
Year Up/ Cambridge College 2013 — 2014
Financial Operations Training
University of Massachusetts Boston 2011 — 2012
Psychology
Robert Half Management Resources October 2014 - May 2015
State Street Bank 2007 - 2013
Investors Bank & Trust 1996 - 2007
Signature Financial Group 1993 - 1996
Putnam Investments 1985 - 1993
Skills
Fund Administration, Treasury Services, Financial Reporting, Fund Accounting, Mutual Funds, Hedge Funds, Financial Services, Alternative Investments, Due Diligence, Business Development..., Investment Compliance, SOX Compliance, Project Management, Sarbanes-Oxley Act, Internal Controls, Fixed Income, Equities, Asset Management, Investments, Securities, Portfolio Management
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting
Global Partners LP July 2012 - Present
State Street July 2011 - June 2012
State Street Bank August 2010 - May 2011
Mother Caroline Academy and Education Center October 2008 - May 2011
Skills
QuickBooks, Account Reconciliation, Accounting, Bloomberg, Investments, Microsoft Word, Financial Services, Mutual Funds, Microsoft Office, Invoicing
Education
University of Massachusetts Boston 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
UMass Boston 2008 — 2011
Bachelor, Accounting
Citi November 2014 - Present
Citi October 2012 - Present
Citi June 2011 - October 2012
State Street Bank October 2007 - December 2010
Skills
Financial Analysis, Hedge Funds, Portfolio Management, Account Reconciliation, Financial Services, Fund Accounting, Salesforce.com, Mutual Funds, Fund Administration, Outlook
Education
University of Massachusetts Boston
Bachelor's Degree, Finance, General
TIAA-CREF September 2007 - Present
Lipper, a Reuters Company January 2006 - September 2007
Janus Capital Group July 1997 - September 2004
State Street Bank 1991 - 1997
Skills
Asset Management, Mutual Funds, Equities, Management, Fixed Income, Securities, Investments, Process Improvement, Business Analysis, Vendor Management, Asset Managment
Education
University of Massachusetts Boston 1985 — 1990
B.S., Economics & Political Science
Visual Affects Studios January 2007 - Present
Brookline Access Television February 2009 - Present
Harvard University February 2009 - August 2011
NEW ENGLAND SCHOOL OF PHOTOGRAPHY January 2009 - July 2012
Fashion Group International 2010 - 2011
617Live 2009 - 2010
MIT January 2000 - February 2007
Boston University January 1999 - February 2006
State Street Bank September 1998 - September 1999
Skills
Editing, Non-profits, Film, Social Media, Event Planning, Television, Documentaries, Public Speaking, Blogging, Research, Photoshop, Video Production, Social Networking, Social Media Marketing, Advertising, PowerPoint, Photography, Publicity, Mac, Entertainment, Multimedia, Microsoft Office, Creative Direction, Broadcast, Post Production, Commercials, Fundraising, Film Production, Final Cut Pro, Video Editing, Lighting, Copy Editing, Digital Photography, Graphic Design, Marketing, Screenwriting, Video, Digital Media, Creative Writing, Press Releases, Media Relations, Copywriting, Public Relations, Facebook, Nonprofits, Videography, Journalism, Camera, Brand Development, New Media
Education
University of Massachusetts Boston
BACHELORS, ECONOMICS
Brown Brothers Harriman October 2014 - Present
State Street Bank August 2008 - September 2014
AVIVA-COFCO LIFE INSURANCE COMPANY June 2006 - August 2007
Skills
Excel, Verbal and written..., working with a team, Risk Management, Time Management
Education
University of Massachusetts Boston 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Accounting
MFS Investment Management February 2015 - Present
MFS Investment Management August 2011 - Present
MFS Investment Management October 2007 - August 2011
State Street Bank August 2006 - October 2007
State Street Bank August 2005 - August 2006
Boston Financial Data Services January 2005 - August 2005
Skills
Corporate Actions, Bloomberg, Fixed Income, Investments, Equities, Securities, Financial Analysis, Asset Managment, Financial Services, Bloomberg Terminal, Finance, Investment Management, Financial Risk, Trading Systems, Relationship Management, ETFs, Global Custody, Middle Office, Options, Equity Research, Equity Derivatives, Alternative Investments, Asset Management
Education
University of Massachusetts Boston 2001 — 2005
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
State Street Bank January 1975 - March 2013
Seeking New Opportunity April 2013 - 2013
Skills
Mutual Funds, Client Service Oriented, Manage Client..., Pension Funds, Fund Accounting, Financial Services, Global Custody, Pension Administration, Defined Contribution, Defined Benefit, Corporate Actions, Alternative Investments, Fixed Income, Securities, Portfolio Management, Hedge Funds, Bloomberg, CRM, Investments, Equities, Asset Management
Education
University of Massachusetts, Amherst 1968 — 1973
BBA, MBA, Business
WTS Proprietary Trading Group - Boston June 2013 - Present
State Street Bank April 2012 - June 2013
State Street Bank May 2011 - April 2012
UMass Dartmouth September 2007 - May 2011
The Massachusetts Office of International Trade and Investment May 2010 - August 2010
Putnam Investments December 2008 - September 2009
Skills
Customer Relations, Customer Acquisition, Entrepreneurship, Microsoft Office, Accounting, Research, Funding, Financial Analysis, Financial Reporting, Financial Accounting, Financial Risk, Financial Audits, Finance, Sales Operations, Customer Service, Client Development, Product Development
Education
University of Massachusetts Dartmouth 2007 — 2011
BS, Finance
Lorenzo de' Medici - Roma 2009 — 2010
Yes, Global Economics, International Marketing, Italian Language
Fidelity Investments October 2014 - Present
Fidelity Investments May 2014 - Present
State Street Bank September 2011 - September 2013
Education
UMass Boston
BA, Economics
University of Massachusetts, Amherst
westwood high school
State Street Bank November 2013 - Present
State Street October 2010 - November 2013
State Street October 2003 - October 2010
Investors Bank & Trust November 2000 - October 2003
Liberty Mutual Insurance May 1998 - November 2000
Skills
COSO, Internal Audit, Internal Controls, Auditing, Business Process..., Change Management, Sarbanes-Oxley Act, Accounting, AML, Operational Risk, Enterprise Risk..., Financial Services, Financial Risk, Risk Management, Financial Analysis
Education
University of Massachusetts Dartmouth 1994 — 1998
BS, Accounting
State Street Bank March 2014 - Present
Skills
QuickBooks, Accounting, Bookkeeping, Income Tax, Tax Returns, Tax
Education
University of Massachusetts Dartmouth
State Street Bank October 1997 - Present
Bath and Body Works 1996 - 1997
Skills
Process Improvement, Asset Management, Trading, Sales, Financial Analysis
Education
University of Massachusetts Dartmouth 1993 — 1996
marketing
501 FBP Realty Trust August 2012 - Present
Center Stage Performing Arts August 2009 - Present
The Adams Montessori School of Quincy May 2006 - Present
Quincy Youth Baseball March 2008 - October 2014
Granite Development Company November 2011 - August 2012
Olmstead Associates July 2010 - November 2011
State Rep. Steven Tobin March 2010 - September 2010
State Street Bank April 2006 - March 2009
State Street Investment Analytics May 1998 - March 2006
State Street Investment Analytics June 1995 - May 1998
Skills
Business Process, Fixed Income, PMP, Mutual Funds, SDLC, Business Analysis, Portfolio Management, Project Management, Financial Services, Equities, Management, Disaster Recovery, Fund Accounting, Access, Asset Management, ITIL, Technical Support
Education
Bentley University - Elkin B. McCallum Graduate School of Business 1989 — 1995
Master’s Degree, Accountancy, 3.2
University of Massachusetts, Amherst 1984 — 1988
BA, Economics
State Street Bank August 2014 - Present
Winter Wyman May 2014 - June 2014
Santander Bank September 2013 - January 2014
Natixis Global Asset Management June 2013 - September 2013
Panera Bread May 2012 - May 2013
Skills
•Expert in Microsoft..., •Experienced with..., •Trained in a variety..., •Superb customer..., Accounting, Finance, Cash Management, Payroll, Accounts Payable, Accounts Receivable, Customer Service, Microsoft Excel, Invoicing
Education
University of Massachusetts Boston 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, currently a senior
Entegris, Inc. September 2013 - Present
Munich Reinsurance America, Inc. January 2012 - May 2013
The Hanover Insurance Company (Dextrys) February 2011 - November 2011
Blue Cross & Blue Shield Rhode Island October 2008 - August 2010
Jim Holdman Associates July 2003 - October 2008
Procure Point World, Inc. August 2005 - August 2006
State Street Bank 1987 - 2003
Skills
Procurement, Sourcing, Cost Reduction, Negotiation, Vendor Relations, Supply Chain, Vendor Management, Strategic Sourcing, Contract Management, Supplier Management, Contract Negotiations, Outsourcing, Supply Chain Management, Purchasing, Contract Negotiation, Cross-functional Team..., Process Improvement, Spend Analysis, Management Consulting
Education
EDS Cambridge, MA
N/A, Ethics/Religion
University of Massachusetts at Lowell
BSBA, Management and Marketing
ADP LLC Retirement Services October 2006 - Present
State Street Bank December 1997 - October 2006
Walt Disney World April 1996 - August 1996
Skills
Benefits Administration, Employee Benefits, Employee Relations, HRIS, Mutual Funds, Talent Management, Process Improvement, Leadership, Financial Services, Vendor Management, Management, Business Analysis, CRM, 401k, Human Resources, Recruiting
Education
University of Massachusetts Dartmouth 1993 — 1997
IBM June 2015 - Present
IBM January 2014 - June 2014
OnPoint HR Solutions May 2012 - September 2013
State Street Bank January 2013 - July 2013
Skills
Microsoft Excel, Teamwork, Finance, Accounting, Management, Budgets, Fundraising, Team Leadership, Risk Management, Budget Analysis, Leadership, Budget Management, Human Development, Financial Transactions, CRM, Forecasting, Financial Analysis, Financial Planning, Financial Reporting
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor’s Degree, Finance
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Science (BS), Economics
University of Oxford 2014 — 2014
UMass Summer Seminar, International Law
State Street Bank May 2014 - Present
State Street December 2008 - Present
State Street March 2007 - December 2008
State Street November 2005 - March 2007
Skills
Global Custody, Mutual Funds, Accounting, Fund Administration, Securities, Bloomberg, Corporate Actions, Fixed Income, Financial Services, Equities, GAAP Accounting, Financial Reporting, Reconciliations, Talent Management, Auditing
Education
University of Massachusetts Dartmouth 1994 — 1999
Bachelor's degree, Management Information Systems, General
Ocean Spray Cranberries December 2014 - Present
The TJX Companies, Inc. May 2011 - December 2014
The TJX Companies, Inc. August 2007 - May 2011
The TJX Companies, Inc. January 2007 - August 2007
INTRAL Corporation April 1999 - January 2004
INTRAL Corporation April 1996 - April 1999
State Street Bank June 1990 - April 1996
Skills
Supply Chain, Transportation, Logistics, Customs Regulations, Procurement, Logistics Management, Operations Management, Process Improvement, International Logistics, Transportation..., Import, Export, 3PL, Demand Planning, Management, Negotiation, Supply Chain..., Freight, Ocean, Forecasting, Supply Management, Retail, Contract Negotiation, Supply Chain Operations
Education
University of Massachusetts Dartmouth 1985 — 1989
Bachelor of Science, Business Marketing
UMass Dartmouth January 2015 - Present
ARAMARK April 2013 - Present
Proskauer Rose LLP June 2012 - July 2012
State Street Bank July 2011 - August 2011
Skills
Working with new or..., Microsoft Office, Community Outreach, Communication, Cash Handling Experience, Food Service, Microsoft Excel, Customer Service, Leadership, Time Management, Social Media
Education
University of Massachusetts Dartmouth 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Excel High School 2011 — 2013
High School Diploma, 3.3
Brown Brothers Harriman September 2007 - Present
State Street Bank July 2006 - September 2007
Skills
Accounting
Education
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Science (BS), Accounting
Battleground Games & Hobbies June 2014 - Present
Examiner.com December 2012 - Present
Arch Telecom 2011 - 2012
InTouch Wireless 2010 - 2011
State Street Bank October 2007 - June 2009
UMass Dartmouth 2006 - 2007
Skills
Microsoft Word, Microsoft Excel, Outlook, Photoshop, Windows, Office Management, Records Management, Databases, Spreadsheets, Reports, Administraion, Telephone Reception, Ap Style, Content Writing, Social Media, Digital Media, Photography, Customer Service, Facebook, Writing, Digital Journalism, Pinterest, AP Style, Blogging, Editing, Public Speaking
Education
University of Massachusetts Dartmouth 2002 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Stoneridge Electronics February 2013 - Present
Bamboo Cafe Restaurant January 2012 - Present
State Street Bank March 2008 - July 2011
State Street Bank November 2006 - March 2008
Workers' Credit Union July 2005 - November 2006
Skills
ACH, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Project Management, Sales, Strategic Planning, Team Building, System Administration, Social Media, Business Strategy, Event Management, Inventory Management, Sales Management, Windows 7, Cold Calling, Event Planning, Marketing Strategy, MyEureka Reports, Systems21 (JBA), Software Documentation, CRM, Banking, Process Improvement, Lean Thinking, Troubleshooting, Training
Education
University of Massachusetts at Lowell
Bachelor of Business Administration (BBA)
Central Catholic High School 1998 — 2001
Cambridge Trust Company April 2015 - Present
State Street Bank October 2004 - April 2015
State Street Bank May 2000 - October 2004
State Street Bank May 2000 - October 2004
State Street Bank May 2000 - October 2004
Skills
Active Directory, Windows Server, Troubleshooting, Databases, Lotus Notes, VBA, Windows 7, Linux Command Line, Windows Desktop..., Ubuntu, HTML, Linux, Windows Server 2003, VirtualBox, Virtual PC, Windows Server 2008, Microsoft Office 2010, Windows 8, Lotus Domino..., Oracle BI Discoverer 10g, Windows 8.1, Lean Practitioner, Microsoft Office, Technical Support
Education
University of Massachusetts Boston 1989 — 1993
BA, History & East Asian Studies
State Street Bank November 1991 - Present
Gancarz Software Consultants, Inc. 1989 - Present
Putnam Investments 2000 - 2009
Fidelity Investments January 2005 - June 2007
EyeTraction.com January 2000 - December 2001
BBN Technologies 1997 - 2000
Ontologics February 1991 - November 1991
Citizens Bank August 1990 - February 1991
Digital Equipment Corporation March 1989 - June 1990
Bank of New England 1985 - 1989
Skills
Software Development, Project Management, Java Enterprise Edition, Database Design, Oracle Applications
Education
University of Massachusetts, Amherst 1976 — 1980
BA, History
EY November 2014 - Present
Deva & Associates, P.C. March 2013 - October 2014
State Street Bank August 2010 - February 2013
Beacon Power Corporation September 2009 - May 2010
Skills
Leadership Development, Microsoft Office, Accounting, Analytical Skills, US GAAP, IFRS, Problem Solving, Social Skills, Mutual Funds, Microsoft Excel, Portfolio Management, Auditing, Research, Teamwork, Customer Service, Invoicing, Management, PowerPoint, Microsoft Word, Due Diligence, Leadership, Financial Analysis
Education
University of Massachusetts Lowell 2005 — 2010
Bachelor of Science, Accounting and Finance
The Boston Consulting Group October 2014 - Present
The Boston Consulting Group October 2014 - Present
State Street Bank July 2010 - May 2014
State Street October 2008 - July 2010
State Street December 2006 - October 2008
Skills
Oracle Financial, Essbase, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Access, PowerPoint, SharePoint, Analysis, Mergers, Financial Analysis, Business Analysis, Forecasting, Equities, Accounting
Education
University of Massachusetts Boston 2000 — 2004
Bachelor's degree, Economics and International Business
University of Oxford 2004 — 2004
Exchange student, International Finance, Strategic Management and Business Ethics
EF Education First February 2015 - Present
Macy's June 2014 - Present
State Street Bank January 2013 - Present
North Shore Medical Center May 2012 - May 2014
Bath & Body Works September 2011 - January 2013
Rotary International August 2010 - July 2011
Skills
Microsoft Office, HTML, Slovak, German, Community Outreach, Social Networking, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Outlook, Teamwork, Data Analysis, Training, Marketing, Leadership, Event Planning, Time Management
Education
University of Massachusetts, Amherst 2011 — 2014
Bachelor of Business Administration (BBA), Marketing, Graduate
Beverly High School 2006 — 2010
Eagle Investment Systems September 2000 - Present
State Street Bank July 1996 - September 2000
Putnam Investments December 1994 - July 1996
State Street Bank August 1992 - December 1994
Skills
Mutual Funds, Fixed Income, Equities, Business Analysis
Education
University of Massachusetts Dartmouth 1988 — 1992
Finance
Lincoln Financial Group February 2013 - Present
Lincoln Financial Group February 2013 - Present
Amica Mutual Insurance Co. June 2011 - September 2012
Affiliated Computer Services 2005 - 2011
One Beacon Insurance 2004 - 2004
State Street Bank 1999 - 2002
Skills
COBOL, SDLC, JCL, DB2, CICS, Xpediter, Team Building, Program Management, SQL, Visio, VSAM, TSO, Intertest, Mainframe, Analysis, Syncsort, IBM Utilities, Fileaid, Easytrieve, Management, Serena Changeman, QMF, Systems Analysis
Education
University of Massachusetts Dartmouth
Bachelor of Arts Degree, Sociology / Education
Boston University Corporate Education Center
Certificate, Oracle & Microsoft Solutions Developer Program
ASM Consulting September 2014 - Present
State Street Bank March 2008 - September 2014
Skills
Fund Accounting, Corporate Actions, Fund Administration, Global Custody, Mutual Funds, Microsoft Excel, Bloomberg, Account Reconciliation, Fixed Income, Derivatives, Financial Services, Hedge Funds, Equities, Alternative Investments, Investments, Securities
Education
University of Massachusetts Boston 2005 — 2007
Bachelor of Science (BS), Finance, General
Independent Vapor January 2014 - Present
Interactive Data July 2013 - Present
Brown Brothers Harriman December 2011 - May 2012
JPMorgan Chase July 2009 - April 2010
State Street Bank October 2006 - May 2009
State Street Bank October 2006 - April 2008
Skills
Microsoft Office, Hyperion, Unity, Financial Reporting, Bloomberg, Reconciliation, Lotus Notes, PeopleSoft, Public Speaking, Travel, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Creative Writing, General Ledger, Internet, Leadership, Problem Solving, Account Reconciliation, Mutual Funds, SharePoint, Salesforce.com, Corporate Actions, Alternative Investments, Data Analysis, Equities, Financial Accounting, Fixed Income, Securities, Investments, Auditing, Corporate Finance
Education
University of Massachusetts at Lowell 2001 — 2005
BBA, Management Information Systems
Grafton Senior Memorial High School 1998 — 2001
Diploma, Diploma
Graduate of NAPSRx®'s Pharmacology/Pharmaceutical Sales Training Program 2013
Thomson Reuters April 2012 - December 2012
State Street Bank & Trust Company February 2001 - August 2011
State Street Bank August 2000 - February 2001
Perot Systems (Harvard Pilgrim Health Care) January 1999 - August 2000
Skills
Word, Excel, Access, PowerPoint, Microsoft Office, Cantonese, Outlook, Data Entry, Microsoft Excel, Microsoft Word, Analysis, Databases, Valuation, Accounts Payable, Visio, Management
Education
UMass Boston 1998 — 2002
Bachelor of Arts (B.A.), Economics
University of Massachusetts Boston 1998 — 2002
Bachelor of Arts, Economics
Fidessa December 2013 - Present
Fidessa January 2013 - December 2013
Fidessa January 2012 - January 2013
Fidessa January 2010 - January 2012
Fidessa LatentZero January 2008 - January 2010
Latentzero January 2006 - January 2008
Edgewater Technology January 2000 - January 2006
State Street Bank 1988 - 2000
Skills
Unix
Education
University of Massachusetts Boston 1995 — 2000
BS
University of Massachusetts Boston 1995 — 2000
Certificate, Management Information Systems
Omgeo July 2013 - Present
Omgeo April 2010 - July 2013
State Street Bank May 2009 - May 2010
State Street Bank December 2001 - December 2008
Omgeo / Thomson Financial Services ESG February 1995 - October 2001
International Software Group / Cortex October 1990 - February 1995
Skills
SDLC, Business Analysis, Integration, Requirements Analysis, CRM, Enterprise Software, Project Management, Quality Assurance, Management, Testing, Databases, Outsourcing, Leadership, Analysis, Business Strategy, Financial Services, Vendor Management, Software Project..., Process Improvement, User Acceptance Testing, Back Office, Business Requirements, Requirements Gathering, Agile Methodologies, Business Intelligence, Business Process, Systems Analysis, IT Strategy, PMO, Visio, SharePoint
Education
University of Massachusetts, Amherst 1984 — 1989
BSME, Mechanical Engineering with concentration in Manufacturing
Brockton High School 1980 — 1984
JP Morgan March 2008 - Present
Investors Bank & Trust May 1999 - March 2008
State Street Bank 2007 - 2008
State Street 2007 - 2008
Skills
Project Management, Financial Services, Investments, Risk Management, Business Analysis, Financial Analysis, Banking, Financial Modeling, Fixed Income, Equities, Analysis, Management, Finance, Securities, Mutual Funds, SDLC, Asset Management, Portfolio Management
Education
University of Massachusetts Boston 1993 — 1997
BA
Staples December 2012 - Present
CVS Caremark Corporation January 2010 - December 2012
CVS Caremark Corporation June 2009 - December 2009
Tweeter Home Entertainment Group April 1999 - October 2008
Reebok International Limited December 1996 - April 1999
Reebok Benelux BV August 1998 - November 1998
Office Environments of New England December 1993 - December 1996
State Street Bank September 1991 - December 1993
State Street Bank December 1989 - September 1991
Skills
Merchandising, Retail, Inventory Control, Inventory Management, Consumer Electronics, Budgets, Pricing, Purchasing, Forecasting, Income Statement, Management, Customer Service, Loss Prevention, P&L Management, Team Leadership, Competitive Analysis, Training, Sales, Team Building, Sales Management, Operations Management, Business Analysis, Time Management, Store Management, Logistics, Account Management, Demand Planning, Customer Satisfaction, Profit, B2B, New Business Development, Project Management, Analysis, Direct Sales, Leadership, Customer Experience, Strategic Planning, Product Marketing, P
Education
University of Massachusetts Dartmouth 1984 — 1989
Bachelor of Science (B.S.), Accounting
Acadian Asset Management January 2005 - September 2010
Wellington Management June 2001 - January 2005
State Street 1997 - 2001
State Street Bank 1997 - 2001
Education
University of Massachusetts Dartmouth 1990 — 1994
BA, English
State Street Bank August 2011 - Present
Aware Consultancy October 2008 - August 2011
EMC Consulting March 2006 - September 2008
Pershing September 2004 - February 2006
DSTi June 1995 - June 2004
State Street Bank April 1990 - June 1995
Skills
Business Analysis, Data Warehousing, SQL, Unix, Quality Assurance, Financial Services, Trading Systems, Fixed Income, Requirements Gathering, Equities, Asset Managment, Asset Management, Business Requirements, Risk Management, Software Project..., User Acceptance Testing
Education
University of Massachusetts Dartmouth 1984 — 1988
Bachelor of Science, Business Administration
State Street Bank July 2012 - Present
Brown Brothers Harriman March 2007 - June 2012
State Street 2002 - 2007
Skills
ETFs, Mutual Funds, Client Service Oriented, Fixed Income, Derivatives, Investments, Fund Accounting, Management, Hedge Funds, Alternative Investments, Financial Services, Equities, Corporate Actions, Securities, Bloomberg, Global Custody, Bloomberg Terminal, Fund Of Funds, Financial Analysis, Accounting, Bonds, Swaps
Education
University of Massachusetts Dartmouth 1997 — 2001
Bachelor of Science (B.S.), Finance
Volpe, The National Transportation Systems Center September 2013 - Present
Volpe, The National Transportation Systems Center November 2012 - September 2013
Volpe, The National Transportation Systems Center August 2012 - October 2012
Neighborhood Health Plan of Rhode Island September 2006 - January 2012
Optas, a Division of Dendrite July 2004 - September 2006
Interblade, Inc November 1999 - July 2004
Breakaway Solutions August 1996 - November 1999
Fidelity Investments August 1995 - August 1996
State Street Bank May 1994 - August 1995
Skills
Business Intelligence, Databases, Microsoft SQL Server, Integration, Data Warehousing, SQL, Software Development, Enterprise Software, CRM, Business Analysis, Database Design, T-SQL, SDLC, Requirements Analysis, Management, Performance Tuning, Project Management, Data Modeling, SSIS, .NET, IT Management, SharePoint, Quality Assurance, SQL Server, Systems Analysis, Crystal Reports, CRM software, Database Marketing, Healthcare IT, Database Development, Technology Management, OLAP, Cognos, Agile Methodologies, Requirements Gathering, Web Applications, Software Project..., SSRS, Customer Relations, Contract Management, SQL database design, Solution Architecture, Star Schema, JavaScript, XML, WhatsUp, Scrum, BMC Remedy
Education
University of Massachusetts Dartmouth 1987 — 1991
BS, Computer Science
University of Massachusetts Dartmouth
Bachelor of Science (B.S.), Computer Science
State Street Bank November 2010 - Present
State Street Bank February 2007 - November 2010
Skills
Fund Accounting, Bloomberg, Banking, Financial Analysis, Account Reconciliation, Financial Risk, Management, Regulatory Requirements, Project Finance
Education
UMass Boston 1998 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
UMass Boston
Master of Business Administration (MBA)
Collaborative Consulting 1999 - Present
Blue Cross Blue Shield 1996 - 1999
State Street Bank 1995 - 1996
Boston Financial Data Services 1993 - 1995
Skills
SDLC, Business Analysis, Requirements Analysis, Data Warehousing, Business Intelligence, ETL, Agile Methodologies, Informatica, Requirements Gathering, Program Management, Enterprise Architecture, IT Strategy, Data Modeling, Business Objects, SOA, Vendor Management, PMP, Solution Architecture, Software Project...
Education
University of Massachusetts at Lowell 1989 — 1993
BS, Marketing
North Quincy High School
North Quincy High School
State Street March 2012 - Present
Aramark at Fenway Park April 1984 - Present
State Street Bank 2001 - March 2012
Colonial Investments 1994 - 2001
State Street February 1992 - October 1994
Skills
Coaching, Compliance, PowerPoint, Excel, Access, Problem Solving, Customer Relations, Talent Management, Employee Relations, Instructional Design, Client Service, Microsoft Excel, Customer Service, Accounting, Leadership, Process Improvement, Analysis, Client Services, Financial Analysis, Risk Management, Equities, Management
Education
University of Massachusetts Boston
Bachelor of Science (BS), Accounting and Business/Management, Magna Cum Laude
City of New Bedford February 2013 - Present
State Street Bank July 2011 - Present
Putnam Investments January 2003 - January 2007
Putnam Investments 2003 - 2004
Education
Gloucester High School 1989 — 2004
University of Massachusetts Dartmouth 1998 — 2003
Boston Scientific July 2008 - Present
State Street Bank December 2003 - July 2008
Skills
Business Analysis, Process Improvement, Financial Modeling, Forecasting, Microsoft Excel, Portfolio Management, Data Analysis, Relationship Management, Finance, Analysis, Cross-functional Team..., Competitive Analysis, Equities, Access, Strategic Planning, Sales
Education
University of Massachusetts Dartmouth 1999 — 2003
Bachelor of Science (B.S.), Business Information Systems
Blue Cross Bus Systems AnalystSovereign Bank2005 - 2006
State Street Bank March 2004 - December 2005
Commerce TV October 2000 - May 2002
Private Healthcare Systems January 1998 - October 2000
Education
University of Massachusetts Boston 1989 — 1992
BS, Business
Columbia Management June 2011 - Present
Columbia Management September 2009 - May 2011
Columbia Management March 2006 - September 2009
Columbia Management October 2008 - December 2008
John Hancock Funds 2005 - 2006
Fidelity Investments February 2003 - November 2005
State Street Bank 2001 - 2003
Skills
Bloomberg, Futures Trading, Financial Modeling, VBA, Microsoft Excel, Equity Research, Investments, Portfolio Management, Equities, Asset Management, Finance, Cash Equitization, Factset, Performance Attribution, Asset Allocation, Hedging, Barclays Point, Portfolio Optimization, Derivatives, Fund Of Funds, Risk Analytics, Alternative Investments, Statistics, Mutual Funds, Investment Management, Valuation, Fixed Income
Education
University of Massachusetts, Amherst 1995 — 2000
Bachelor of Science (BS), Economics
Deutsche Asset Management August 2014 - Present
Deutsche Asset Management January 2006 - Present
Deutsche Asset Management January 2002 - January 2006
Zurich Scudder Investments October 2000 - January 2002
Scudder Investments October 1996 - October 2000
State Street Bank October 1995 - October 1996
Scudder Investments October 1993 - October 1995
Skills
Fixed Income, Asset Managment, Equities, Hedge Funds, Bloomberg, Portfolio Management, Alternative Investments, Mutual Funds, Derivatives, Investments, Capital Markets, Corporate Actions, Securities, Asset Allocation, Investment Management, Trading, Risk Management, Bonds, Swaps, Series 63, Asset Management, Operations Management, Client Service Oriented, ETFs, Operational Excellence, Middle Office, Client Services, Settlement, Fund Of Funds
Education
University of Massachusetts at Lowell 2008 — 2009
Graduate Certificate, Foundations of Business - Management
University of Massachusetts Lowell 1988 — 1992
BS, Business Management
Melrose High School 1985 — 1988
State Street Bank Fund AccountantState Street Bank1998 - 2002
Education
University of Massachusetts Boston
State Street Bank June 1994 - Present
Brown Brothers Harriman 1987 - 1994
Skills
Mutual Funds, Banking, PMO, Customer Relations, Operations Management, Program Management, Product Management, Strategic Planning, Six Sigma, Change Management, PMP, Requirements Analysis, Mentoring, Process Improvement, Product Development, New Business Development, Business Management, Product Marketing, Equities, Fixed Income, Securities, Asset Management, Derivatives, SDLC, Middle Office, Securities Lending, Fund Accounting, Corporate Actions, Financial Services
Education
University of Massachusetts Dartmouth 1982 — 1986
Finance
State Street 2009 - Present
State Street Global Markets 2007 - 2009
State Street Bank 2005 - 2007
State Street Bank 2003 - 2006
State Street Bank 1999 - 2003
State Street Bank 1995 - 1999
Skills
Client Integration, Process Redesign, Business Relationship..., Technical Product..., Project Management, Business Analysis, Product Support, Operating Models, Procedures Documentation, Risk Reduction, Audit Controls, Solution-driven, Client-focused, Collaboration, STP, Front Office Trading..., Sell Side, Third Party Lending, Global Custody, FIX, SWIFT messaging, SFTP, Securities, Fixed Income, Securities Lending, Equities, Financial Services, Corporate Actions, Bloomberg, Auditing, Trading Systems, Outsourcing, Middle Office, Equity Trading, Prime Brokerage, CRM, Mutual Funds, Reference Data, Financial Markets
Education
University of Massachusetts Boston
Bachelor's degree, Economics
State Street Bank VP - Manager Financial AnalysisState Street1997 - Present
Education
University of Massachusetts Lowell
State Street Bank February 2009 - Present
State Street Bank October 2007 - May 2008
Skills
Project Management, Financial Services, Global Custody, Fund Accounting, Mutual Funds, Fixed Income, Web Services, Digital Strategy, Strategic Planning, Outsourcing, Outsourcing Management, Leadership, Finance
Education
University of Massachusetts Dartmouth 2000 — 2003
Bachelor's Degree, Accounting and Finance
International Association of Outsourcing Professionals (IAOP) 2009 — 2009
Certified Outsourcing Professional (COP)
State Street Bank November 2011 - November 2013
Pulse Trading May 2009 - November 2011
Experian QAS April 2008 - May 2009
Experian QAS March 2007 - April 2008
Staples February 2005 - March 2007
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Reporting, Analysis, Banking, Process Improvement, Sales
Education
University of Massachusetts Boston
Brown Brothers Harriman March 2011 - Present
Brown Brothers Harriman June 2007 - March 2011
State Street Bank January 2007 - June 2007
Putnam Investments December 2005 - January 2007
Skills
Account Reconciliation, Financial Analysis, Accounting, Financial Reporting, Fixed Income, Hedge Funds, Investments, Mutual Funds
Education
University of Massachusetts Lowell 1997 — 2001
Accounting
KForce Staff SergeantUS ArmyApril 2001 - May 2006
State Street Bank 2005 - 2006
Education
University of Massachusetts Dartmouth 1995 — 1999
BS, Business Management
State Street Bank May 1997 - Present
Putnam Investments 1996 - 1997
Skills
Investments, Pensions, Performance Measurement, Performance Attribution, Client Service, Securities, Attribution, Hedge Funds, Fixed Income, Equities, Mutual Funds, Financial Markets, Private Equity, Excel, Alternative Investments, Compliance
Education
University of Massachusetts Boston
BS - Finance
State Street September 2011 - Present
JPMorgan Chase February 2007 - August 2011
state street bank 1998 - 2004
Skills
Account Reconciliation, Bloomberg, Corporate Actions, Derivatives, Equities, Financial Analysis, Financial Services, Fixed Income, Fund Accounting, Fund Administration, Hedge Funds, Investments, Mutual Funds, Securities, Valuation, Asset Management
Education
RHS
University of Massachusetts Boston
State Street Bank September 2009 - November 2012
Dynamic Capital Mortgage March 2009 - September 2009
State Street Corporation July 2007 - November 2008
Investors Bank & Trust December 2003 - January 2008
Investors Bank & Trust April 2000 - December 2003
Stoneham Bank August 1997 - February 2000
Fleet Bank 1994 - 1997
Independent Contractor 1989 - 1994
Able Appraisal 1984 - 1989
Skills
Visio, Microsoft Excel, Quality Center, Toad, Access, Visual Basic, Oracle, Crystal Reports, .NET, MS Project, Microsoft Word, PowerBuilder, Fund Accounting, Project Management, SDLC, Process Improvement, Agile Methodologies, Business Analysis, Requirements Analysis, SQL
Education
University of Massachusetts at Lowell 1979 — 1984
Bachelor of Arts (BA), Political Science and Government
Westford Academy 1975 — 1979
Fidelity Investments June 2014 - Present
Peter Witts CPA September 2005 - January 2014
Choate, Hall & Stewart July 2003 - May 2005
Archambault & Associates January 2003 - May 2003
BNY Mellon January 2000 - December 2002
State Street Bank January 1994 - January 2000
Skills
QuickBooks, Tax, Tax Preparation, Accounting, Tax Returns
Education
University of Massachusetts Boston 1982 — 1986
BS, Management-Accounting
Halliburton January 2013 - Present
Halliburton May 2004 - January 2013
Reebok April 1999 - May 2004
Reebok March 1997 - April 1999
Missing Link October 1996 - March 1997
State Street Bank October 1993 - July 1996
Skills
SAP R/3, SAP Implementation, SAP, SAP Netweaver, SAP Security..., User Acceptance Testing, Visio, Networking, VPN, Business Analysis, Technical Support, Sarbanes-Oxley Act, Troubleshooting, Testing, SAP BW, SAP ERP, Software Documentation, Security
Education
University of Massachusetts Dartmouth 1988 — 1992
BS
Brown Brothers Harriman August 2005 - Present
Brown Brothers Harriman March 2007 - April 2011
State Street Bank June 2001 - July 2005
Skills
Fund Accounting, Securities, Financial Analysis, Accounting, Bloomberg, Fund Administration, Mutual Funds
Education
UMass Boston 1994 — 1999
Business Management, Marketing
Ecological Fibers Inc. June 2007 - Present
Fortifiber Corporation December 1996 - June 2007
Attleboro Business Center January 1995 - February 1997
State Street Bank 1988 - 1994
Skills
Monthly Close, FASB, Microsoft Dynamics SL, Depreciation, FAS, Forecasting, FRx, MAS500, Epicor, Fixed Asset Management, Standard Costs, Accounting, Cost Accounting, Accounts Payable, Invoicing, Payroll, Tax, Year-end Close, Auditing, Inventory Valuation, Financial Statements, Bookkeeping
Education
University of Massachusetts Dartmouth 1982 — 1986
Bachelors, Accounting
State Street October 1994 - Present
State Street Bank 1994 - 2009
Education
University of Massachusetts Dartmouth 1991 — 1994
B.S., Accounting
Phillips
Watertown High School
State Street Bank January 2003 - Present
State Street Bank August 1996 - January 2003
Skills
Visual Basic, Microsoft Office, Business Analysis, Team Management, Process Improvement, Project Management, Data Analysis, Access, Analysis, Risk Management, SQL, SDLC
Education
University of Massachusetts Dartmouth 1989 — 1993
BA, Psychology
State Street January 2015 - Present
State Street February 2013 - December 2014
RBS Business Services Pvt LtdR February 2011 - February 2013
JPMorgan Chase February 2008 - January 2009
State Street Bank September 2006 - February 2008
Skills
Access, Account Reconciliation, Accounting, Bloomberg, PowerPoint, Microsoft Word, Banking, Financial Statements, PeopleSoft, Accounts Payable, Financial Risk, Corporate Finance, Bank Reconciliation, Finance, Microsoft Excel, Financial Accounting, Financial Analysis, Cash Management, General Ledger, Investments, Teamwork, Mutual Funds, GAAP, Managerial Finance, Fixed Income, Equities, Financial Reporting, Outlook, Derivatives, Fund Accounting, Bloomberg Terminal, Securities, Financial Services, Microsoft Office, Auditing, Internal Controls, Time Management, Process Improvement, Customer Service
Education
University of Massachusetts Dartmouth 2009 — 2010
Post Graduate Certificate program, Accounting
University of Massachusetts Dartmouth 2003 — 2006
Bachelor of Science, Finance
Independent Consultant 2004 - Present
Claricode 2004 - July 2011
Specialy Catalog, Inc. 2003 - 2004
Integrated Information Systems, Inc. 2000 - 2003
HOMETOWN SHOPPER NEWSPAPER 1999 - 2000
State Street Bank 1998 - 1999
CIC Systems, Inc. 1997 - 1998
Skills
HTML, CSS, Visio, Photoshop, Visual Studio, Illustrator
Education
University of Massachusetts Dartmouth 1992 — 1996
BA, English Literature
State Street Bank
Skills
Fund Accounting, Mutual Funds, Bloomberg, Hedge Funds, Securities, Staff Development, Relationship Management, Financial Services, Fixed Income, Alternative Investments, Equities, Asset Management, Derivatives, Fund Administration
Education
University of Massachusetts Dartmouth
Bachelor, Accounting
State Street Bank June 2011 - August 2013
State Street Bank January 2004 - June 2011
Skills
Bloomberg, Account Reconciliation, Fund Accounting, Microsoft Excel, Microsoft Office, Fund Administration, Mutual Funds, Customer Service, Microsoft Word, Corporate Actions, Hedge Funds, Securities, Management, Fixed Income, Training
Education
University of Massachusetts Lowell 2000 — 2004
Bachelors, Accounting
State Street Bank February 1994 - Present
Skills
Fixed Income, Fund Accounting, Bloomberg, Mutual Funds, Securities, Corporate Actions, Equities, Financial Services, Financial Analysis, Derivatives, Investments, Risk Management, Alternative Investments, Hedge Funds, Asset Management, Portfolio Management, Accounting, General Ledger...
Education
University of Massachusetts Boston 1992 — 1994
Bachelor, Finance
HealthSmart International April 2015 - Present
Sunrise Senior Living November 2009 - Present
State Street Corporation September 2012 - November 2014
State Street January 2011 - January 2012
State Street Bank August 2010 - January 2011
Skills
Access, Volunteering, HIPAA, Time Management, Financial Analysis, Fundraising, Nonprofits, Team Building, Data Entry, Microsoft Word, Windows, Youth Development, Finance, Critical Thinking, Financial Reporting, Management, Social Networking, Public Speaking, Leadership, Teamwork, Customer Service, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Analysis, Training, Accounting, Community Outreach, Budgets, Research, Event Planning, Volunteer Management, Leadership Development, Payroll, Healthcare, System Administration, Strategic Planning, Process Improvement, Conflict Resolution, English
Education
University of Massachusetts Boston 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Year Up Boston 2011 — 2012
Financial Operations, Financial Accounting
State Street Alternative Investment Solutions September 2014 - Present
State Street Alternative Investment Solutions March 2013 - Present
State Street Bank September 2010 - March 2013
State Street June 2008 - September 2010
Skills
Data Analysis, Private Equity, Mutual Funds, Microsoft Office, Team Leadership, Customer Service, Communication Skills, Problem Solving, Research, Expense Budget...
Education
UMass Lowell 2004 — 2007
Bachelor of Science (BS), Finance, General
Westfield State College 2003 — 2004
North Reading High School 1999 — 2003
State Street Bank December 2009 - Present
FAA May 2008 - August 2008
Skills
Equities, Financial Services, Bloomberg
Education
Bryant University
Master of Business Administration (MBA)
University of Massachusetts Dartmouth 2006 — 2009
Bachelor of Science, Finance
State Street Bank December 1998 - Present
Skills
Fixed Income, Business Analysis, User Acceptance Testing, SDLC, Software Quality..., Testing, SQL, Business Requirements, Test Planning, Quality Center
Education
University of Massachusetts Dartmouth 1991 — 1995
State Street Bank April 2014 - Present
State Street Bank May 1996 - Present
INX February 2005 - December 2007
The Bank of Canton December 2003 - February 2005
Skills
Corporate Actions, Fund Accounting, User Acceptance Testing, Fund Administration, Foreign Exchange, Account Reconciliation, Credit Derivatives, Equity Derivatives, Investment Management, Options, Client Services, Portfolio Management, Investment Banking, Bonds, FX Options, Swaps, Asset Management, Testing, Derivatives, Financial Services, Equities, Securities, Mutual Funds, Fixed Income, Valuation, Trading Systems, Alternative Investments, Asset Managment, AML, Back Office, Bloomberg, Bloomberg Terminal, Capital Markets, Hedge Funds, Middle Office, Settlement, Test Cases, Test Planning
Education
Holy Family High School
UMass Dartmouth
SunGard Public Sector January 1999 - Present
State Street Bank 1995 - 1999
Skills
ERP, Integration, Requirements Analysis, Business Analysis, Microsoft SQL Server, Business Intelligence, Software Implementation, SaaS, SDLC, SQL, Software Project..., SharePoint, Software Documentation, Agile Methodologies, Process Improvement
Education
University of Massachusetts Lowell 1990 — 1994
BSBA, Finance & Economics
Ben and Kate Real Estate/Keller Williams December 2013 - Present
JAG Reporting May 2007 - Present
Advanced Court & Conference Reporting September 2007 - June 2014
Corcoran Reporting May 2007 - June 2014
Coldwell Banker RB, Norwell, MA May 2012 - December 2013
Various Court Reporting Agencies May 2007 - June 2013
Lee & Associates August 2001 - May 2007
Self Employed - Consulting November 1996 - August 2001
State Street Bank April 1986 - October 1996
Skills
Depositions, Court Reporting, Personal Injury, Arbitration, Medical Malpractice, Notary Public, LiveNote, Trials, Hearings, Legal Research, Courts, Testimony, Civil Litigation, Product Liability, Litigation, Legal Assistance, Transcription, Litigation Support
Education
UMass Boston
Bachelor of Arts, Sociology
State Street Corporation November 2011 - March 2014
State Street 2010 - 2011
State Street 2008 - 2010
State Street Bank 2006 - 2008
State Street Bank December 2005 - 2006
Tribune Media Services 2000 - 2004
Skills
Bloomberg, Mutual Funds, Fixed Income, Financial Analysis, Equities, Securities, Fund Accounting, Financial Services, Investments, Derivatives
Education
University of Massachusetts Dartmouth 2002 — 2005
BS, 3.6
Hochschule Fulda - University of Applied Sciences, Fulda, Germany 2004 — 2004
European Integration, German
State Street Bank May 2011 - Present
State Street Bank & Trust Company January 2006 - May 2011
State Street Bank & Trust Company November 2002 - January 2006
State Street Bank & Trust Company January 2000 - November 2002
Investors Bank & Trust January 2000 - November 2002
First Data Corporation January 1998 - December 1999
First Data Corporation June 1996 - January 1998
State Street Bank & Trust Company May 1994 - June 1996
Skills
Financial Reporting, Mutual Funds, Fund Administration, SEC reporting, Investment Operations, Internal Controls, Accounting, Financial Statements, US GAAP, Risk Management, Investments, SEC filings, Financial Services
Education
University of Massachusetts Lowell 1988 — 1992
Bachelor of Science, Marketing
State Street Bank February 2011 - Present
JPMorgan Chase February 2010 - February 2011
J.P. Morgan March 2007 - February 2010
J.P. Morgan March 2005 - March 2007
BNY Mellon December 2002 - March 2005
Skills
Microsoft Excel, Bloomberg, Mutual Funds, Fund Accounting, Fund Administration, Financial Analysis, Fixed Income, Accounting, Investments
Education
UMass Boston 1999 — 2004
Bachelor of Science, Management Information Systems
State Street July 2013 - Present
State Street Bank March 2012 - July 2013
State Street Bank October 2010 - March 2012
Bankers Life and Casualty April 2010 - July 2010
Skills
Finance, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Accounting, Financial Accounting
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelor's, Finance, Accounting
General Dynamics Information Technology March 2014 - Present
Turbine September 2013 - February 2014
Dunkin Brand August 2010 - September 2011
Wellington Management March 2007 - March 2010
BT Conferencing February 2005 - March 2007
State Street Bank January 2004 - February 2005
Skills
Windows, Customer Service, Internet Explorer, RSA SecurID, VPN, BMC Remedy, Microsoft Office, Technical Support, Help Desk Support
Education
University of Massachusetts Dartmouth 1991 — 1993
Computer Information Systems
Braintree High School 1987 — 1991
Accenture April 2010 - Present
Samoset Capital Group July 2008 - April 2010
GMO November 2004 - July 2008
JPMorgan Chase November 2001 - November 2004
Wellington Management December 1998 - November 2001
State Street Bank March 1998 - December 1998
Fleet Bank March 1996 - March 1998
Fleet Bank December 1994 - March 1996
Investors Bank & Trust September 1992 - December 1994
Fleet Bank (formerly Bank of New England) October 1991 - September 1992
Skills
Vendor Management, Hedge Funds, Asset Managment, Business Process...
Education
University of Massachusetts at Lowell
BS - Business Management
Commonwealth of Massachusetts October 1996 - Present
Massachusetts House of Representatives January 1993 - December 1995
State Street Bank July 1992 - December 1992
Skills
Auditing, Public Speaking, Accounting, Internal Audit, Internal Controls, Financial Reporting, Government, Budgets, Strategic Planning, Community Outreach
Education
University of Massachusetts Boston 1993 — 1996
MBA, Management
University of Massachusetts Dartmouth 1988 — 1992
BS, Accounting
SunGard Financial Systems May 2013 - Present
State Street Bank July 2009 - May 2013
State Street Bank June 2008 - July 2009
State Street Bank July 2007 - June 2008
Education
University of Massachusetts Dartmouth 2003 — 2007
Bachelors, Marketing
Harvard University November 1995 - Present
The Boston Company 1994 - 1995
Lehigh University 1989 - 1994
State Street Bank 1986 - 1989
Skills
Non-profits
Education
University of Massachusetts Dartmouth 1982 — 1986
BS, Finance
The Common Executor June 2015 - Present
Leadmaster.com September 2013 - Present
Executor of an Estate April 2012 - April 2014
Joseph R. Harrington & Co. February 2008 - April 2012
Fidelity Investments November 2004 - September 2006
BankBoston/Bank of America August 1996 - September 1999
State Street Bank March 1995 - December 1995
Brown Brothers Harriman March 1990 - February 1995
Skills
Business Analysis, Tax, Microsoft Office, Financial Services, Software Development, Technical Analysis, CRM, Project Management, Tech Support and..., ATX tax software, Personal Income Tax, Financial Analysis, Accounting, Financial Planning, Estate Planning, Tax Planning, Finance, Management, Income Tax, COBOL II, PHP, JAVA, ORACLE, MySql, Microsoft SQL Server, Websphere, ASP.NET, Estate Administration, Custom CMS Development, WordPress
Education
Boston University 2000 — 2000
Certification, Web Development
UMass Boston 1980 — 1984
BA, Economics
State Street Bank May 2009 - Present
State Street Bank August 2004 - May 2009
Skills
Accounting, Financial Analysis
Education
UMass Lowell 2000 — 2004
bs, Accounting
VPopp Inc. March 2007 - Present
State Street Bank May 2000 - January 2001
State Street Bank January 1998 - May 2000
State Street Bank May 1996 - January 1998
Skills
Office Management, Microsoft Word, Customer Service, Administrative..., Teamwork, Office Administration, Spreadsheets, Microsoft Office, Data Entry, Research, Microsoft Excel
Education
UMass Dartmouth 1988 — 1992
Bachelor of Arts, Psychology, Elementary Ed
Liberty Mutual Insurance 2013 - Present
John Hancock Financial Services 2012 - 2013
State Street Bank 2011 - 2012
State Street Bank 2009 - 2011
South Shore Savings Bank 2006 - 2009
Skills
Financial Analysis, Financial Reporting, Account Reconciliation, General Ledger
Education
University of Massachusetts Boston 2006 — 2010
Bachelor of Science, Accounting, 3.7
State Street Bank December 2011 - March 2015
State Street Bank June 2010 - December 2011
State Street Bank August 2008 - June 2010
Skills
Accounting, Financial Statements, Bloomberg, Bloomberg Terminal, Mutual Funds, Securities, Back Office, Portfolio Management, Excel Visual Basic
Education
UMass Boston 2008 — 2010
Bachelor of Science (BS), Accounting
State Street Bank June 2013 - Present
State Street Bank November 2011 - June 2013
Education
UMass Boston 2007 — 2009
Bachelor of Science (BS), Accounting and Business/Management
Brown Brothers Harriman September 2012 - June 2013
State Street Bank January 2006 - October 2010
State Street August 2004 - December 2005
Fleet Bank/Bank of America May 2004 - August 2004
International Student Services September 2003 - April 2004
Skills
Accounting, Mutual Funds, Auditing, Finance, Analysis, Banking, Valuation, Budgets, Access, Financial Statements, Financial Services, Fund Accounting, Microsoft Excel, Financial Modeling, Financial Reporting
Education
UMass Boston 2001 — 2005
Bachelor's degree, Economics
Nisar Shaheed, Pakistan
University of Massachusetts Boston
Bachelors of Arts, Economics; Economics
The Hamilton Company May 2015 - Present
Gong Cha October 2014 - December 2014
TJX November 2013 - August 2014
TJX December 2012 - November 2013
State Street Bank August 2011 - October 2012
Boston Museum of Science July 2008 - April 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Data Entry, Microsoft Word, Spreadsheets, Research
Education
University of Massachusetts Boston 2010 — 2012
Bachelor of Science (BS), Management; Accounting
John D. O'Bryant School of Mathematics and Science 2003 — 2007
High School Diploma
State Street Bank February 2014 - Present
Bass Pro Shops June 2010 - Present
Chi Phi Fraternity October 2010 - Present
State Street Bank and Trust September 2013 - January 2014
Fore Kicks January 2008 - December 2010
Town of Wrentham January 2010 - January 2010
Stop & Shop May 2007 - August 2009
Wrentham Police Department June 2006 - January 2009
Skills
Cashiering, Customer Satisfaction, Customer Service, Mock Investing, Mock Portfolios, Public Relations, Refereeing, Safety, Team Leadership, PowerPoint, Community Outreach, Time Management, Microsoft Excel, Microsoft Word, Leadership, Microsoft Office, Teamwork, Social Media Marketing, Higher Education, Inventory Management, Outlook, Training, Sales, Event Planning, Telephone Skills, Social Networking, Critical Thinking, Data Entry, Facebook, Access, SPSS, Management, Event Management, Data Analysis, Fundraising, Research, Finance, Public Speaking, Marketing, Retail, Social Media, Nonprofits
Education
UMass Dartmouth 2009 — 2013
Bachelor of finance, Finance, Alumnus
King Philip Regional High School 2006 — 2009
Diploma, N/A
BNY Mellon August 2008 - Present
Investors Bank & Trust January 2001 - June 2008
State Street Bank June 1997 - December 2000
Education
UMass Boston 1994 — 1997
Bachelor's degree, Management Information Systems, General
State Unniversity of Haiti 1980 — 1984
Bachelor's degree, Economics
State Street Bank January 2007 - Present
Education
University of Massachusetts Dartmouth 2002 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
MBTA July 2013 - Present
State Street Bank 1992 - 2013
State Street Bank 1979 - 2013
Skills
Business Analysis, Test Planning, Quality Center, SDLC, Equities, Financial Services, User Acceptance Testing, Risk Management, Trading Systems, Software Quality..., Banking, Quality Assurance, Regression Testing, Fixed Income, Process Improvement
Education
UMass Boston
State Street Bank September 2013 - Present
Price Chopper Supermarkets April 2006 - September 2013
UMass Dartmouth September 2009 - May 2013
Worcester Sharks October 2006 - April 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Prezi, Microsoft Office, Outlook, MCH
Education
University of Massachusetts Dartmouth 2009 — 2013
Bachelor of Science (BS), Finance, General
State Street August 2014 - Present
State Street June 2012 - July 2014
State Street Bank May 2003 - 2012
State Street June 1992 - 2002
Skills
Securities Lending, Securities, Mutual Funds, Fixed Income, Equities, Hedge Funds, Bloomberg, Derivatives, Corporate Actions, Financial Services, Prime Brokerage, Capital Markets, Collateral Management, Global Custody, Alternative Investments, Asset Management, Middle Office, Back Office, Settlement, Trading
Education
UMass Dartmouth 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Accounting
Meketa Investment Group February 2004 - Present
State Street Bank April 1980 - September 2003
Skills
Operations Management, Client Service Oriented, Project Management, Finacial, Custodial Services
Education
University of Massachusetts Boston