State Street Bank
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Assets under management: 2.782 trillion USD (2017) Headquarters: Boston, Massachusetts, United States Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
State Street Bank Salaries. You can even request information on how much does State Street Bank pay if you want to. Learn about salaries, pros and cons of working for State Street Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Liberty Mutual Insurance May 2015 - Present
Amazon June 2014 - September 2014
University of Massachusetts Amherst October 2010 - May 2014
State Street Bank July 2012 - January 2013
Skills
Data Analysis, Higher Education, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, SPSS, Statistics, Teaching, Teamwork, Access, Matlab
Education
University of Massachusetts, Amherst 2013 — 2015
Bachelor of Science (BS), Computer Science
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Science (BS), Psychology
The Paper Store September 2014 - Present
Naismith Memorial Basketball Hall of Fame June 2014 - August 2014
State Street Bank January 2013 - May 2014
University of Massachusetts Amherst September 2012 - December 2012
Brockton Rox May 2012 - August 2012
Brockton Rox May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, Windows, Event Planning, Time Management, Project Management, Facebook, Leadership
Education
University of Massachusetts, Amherst 2012 — 2015
Sport Managment
University of Miami 2010 — 2012
Rx Savings Solutions November 2013 - Present
* May 2012 - Present
American Century Investment Services, Inc. January 2009 - May 2012
American Century Investments May 1995 - May 2012
State Street Bank 1993 - 1995
UMB Bank 1989 - 1993
Goldman Sachs September 1982 - February 1989
Skills
Strategic Planning, New Business Development, Coaching, Public Speaking, Product Development, Team Building, Product Management, Business Strategy, Financial Management, Strategy Development, Strategy, Managerial Finance, Mutual Funds, Management, Investments, Securities, Fixed Income, CRM, Financial Services, Asset Allocation
Education
University of Missouri-Columbia 1978 — 1982
BS in Business Administration, Finance, General
State Street Bank June 2013 - Present
University of Massachusetts Amherst January 2011 - Present
New England Fuel Instiute September 2008 - September 2009
Skills
Teamwork, Customer Service, Data Entry, Team Building, Financial Accounting, Photoshop, Microsoft Excel, Trading, FX Options
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Watertown High School 2004 — 2008
Cummings St. Thomas October 2012 - Present
Watco November 2011 - October 2012
Custom Truck and Equipment, L.L.C. November 2010 - December 2011
State Street Bank June 2008 - November 2010
PricewaterhouseCoopers LLP August 2005 - June 2008
Skills
Financial Reporting, Auditing, Accounting, GAAP, Financial Statements, Finance, Budgets, SEC filings, External Audit, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Valuation, Financial Analysis, US GAAP, General Ledger, Account Reconciliation, CPA
Education
University of Missouri-Kansas City 2001 — 2005
Bachelor's of Science, Accounting
University of Missouri-Kansas City 2001 — 2005
Master's of Science, Accounting
INTL FCStone Inc. March 2014 - Present
State Street December 2005 - March 2014
State Street Bank January 2000 - December 2005
State Street September 1997 - December 2000
State Street 1995 - 1997
Met Life 1994 - 1995
Skills
Internal Controls, Risk Management, Process Mapping, Process Efficiencies, Gap Analysis, Group Presentations, Risk Mitigation, Operational Risk, Excel, Visio, Risk Assessment, Process Improvement, Microsoft Excel, Financial Reporting, Financial Analysis, Mutual Funds, Finance, Business Process Mapping, Training, Fixed Income, Accounting, Equities, Internal Audit, Valuation, Presenting to Clients, Refereeing, Enterprise Risk..., Options, Securities, Bloomberg, Basel II, Swaps, Banking
Education
Walden University 2012 — 2014
Executive Master of Business Administration (E.M.B.A.), Business/Commerce, General
University of Missouri-Columbia, College of Business 1989 — 1993
Bachelor of Science, Accounting
French Knot August 2014 - Present
GYK Antler July 2014 - January 2015
State Street Bank January 2013 - May 2014
University of Massachusetts Amherst September 2010 - May 2014
Amherst Area Chamber of Commerce September 2013 - December 2013
Worcester Art Museum May 2013 - August 2013
Umass Amherst Dining Services October 2011 - December 2012
Skills
Microsoft Office, Basic spanish, Time Management, Microsoft Word, Teamwork, Microsoft Excel, Data Entry, Customer Service, Social Media, Public Speaking, Spanish, Photoshop, Cashiering, Marketing Communications, Leadership, Advertising, Facebook, Marketing, Data Analysis, Social Networking, Social Media Marketing, Market Research
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration, Marketing
Sutton memorial high school 2006 — 2010
Light Craft, LLC February 2015 - Present
Arndt Investments, LLC November 2011 - Present
Principal Real Estate Services June 2013 - September 2014
North Terrace Property Management December 2012 - June 2013
Federal Reserve Bank of Kansas City May 2011 - November 2012
State Street Bank September 2010 - March 2011
Select Photo Graphics March 2008 - December 2010
Skills
Budgets, Project Management, Real Estate, Due Diligence, Financial Analysis, Sales, Strategic Planning, Entrepreneurship, Valuation, Training, Time Management, Accounting, Finance, Investment Properties, Forecasting, Commercial Real Estate..., Property Management, Budget Management, Budget Development, Space Management, Preventive Maintenance, Investment Management
Education
University of Missouri-Kansas City 2011 — 2013
MBA, MERE, Real Estate Finance
William Jewell College 2007 — 2011
BS, Business Administration; Banking and Finance; Economics
Harlaxton College 2009 — 2009
British Studies; Business
Internal Revenue Service January 2015 - Present
State Street Bank 2011 - March 2014
State Street Bank 2010 - 2011
State Street Bank 2008 - 2009
Skills
Financial Services, Mutual Funds, Banking, Bloomberg, Investments, Risk Management, Financial Analysis, Account Management, Insurance, Portfolio Management, Finance, Business Analysis
Education
University of Missouri-Columbia
Bachelor's Degree, Finance and Banking
University of Missouri-Kansas City
Master's Degree, Business Administration
FocalPointe Group May 2015 - Present
SMH Capital Advisors June 2008 - April 2015
American Beacon Advisors January 1999 - May 2008
State Street Bank January 1998 - January 1999
State Street Bank 1996 - 1998
State Street Bank 1989 - 1996
Skills
New Business Development, Marketing Strategy, Business Strategy, Management, Strategic Planning, Marketing, Sales, Business Development, Customer Service, Budgets, Strategy, Negotiation, Product Management, Sales Operations, Microsoft Office
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Marketing
University of Massachusetts, Amherst
Bachelors of Business Administration, Marketing
Scleroderma Foundation September 2011 - Present
Sanibel Harbour Resort & Spa August 2003 - February 2011
State Street Bank October 1994 - April 2003
Skills
Customer Service, Budgets, Event Management, Team Building, Microsoft Office, Event Planning, Hospitality, Hotel Management, Hotels, Microsoft Excel, Revenue Analysis, Microsoft Word, Fundraising, Social Media, PowerPoint, Public Speaking, Delphi, Training, Food & Beverage, Micros, Catering, Employee Relations, Leadership Development, Project Management, Public Relations, Program Management, Tourism, Leadership, Front Office, Meeting Planning, Inventory Management, Strategic Planning, Coaching, Account Management, Hospitality Industry, Management, Nonprofits, Restaurants, Hospitality Management, Resorts
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Science (B.S.), Hotel, Restaurant & Travel Administration
Office of the Comptroller of the Currency January 2014 - Present
University of Massachusetts Amherst Annual Fund January 2013 - May 2013
University of Massachusetts Amherst Annual Fund February 2010 - December 2012
State Street Bank June 2012 - August 2012
Skills
Fundraising, Communication, Service Industries, Financial Markets, Microsoft Office, Microsoft Word, Microsoft Excel, Economics, Time Management
Education
University of Massachusetts, Amherst 2009 — 2013
BA, Economics
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Arts (BA), Economics
JPMorgan Chase January 2013 - Present
State Street Bank June 2011 - January 2013
Skills
Series 6, Series 63, Mutual Funds, Securities, Investments, Financial Services, Banking, Retirement Planning, Fixed Income, Wealth Management
Education
University of Missouri-Kansas City 2007 — 2011
Bachelor of Science (BS), Finance
Harvard Management Company July 2015 - Present
Harvard Management Company October 2013 - June 2015
Harvard Management Company July 2011 - October 2013
Harvard Management Company September 2009 - July 2011
Harvard Management Company March 2008 - September 2009
State Street Global Advisors - Captital Management January 2007 - March 2008
State Street Global Advisors - Capital Management May 2006 - January 2007
State Street Global Advisors March 2004 - May 2006
State Street Bank July 2002 - March 2004
State Street Bank July 2001 - July 2002
Skills
Bloomberg, Derivatives, Middle Office, Equities, Hedge Funds, Project Management, Fixed Income, Collateral Management, Operations Management, Trading, Settlement, Corporate Actions, Asset Management, Prime Brokerage, Financial Services, Portfolio Management, Valuation, Fund Accounting, Investments, Securities Lending, Alternative Investments, Fund Administration, Capital Markets, Finance
Education
University of Massachusetts, Amherst 1996 — 1999
Bachelor of Science (B.S.), Economics
University of Massachusetts Amherst January 2012 - Present
State Street Bank September 2012 - August 2014
The Newark Group May 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Databases, Teamwork, SPSS, Statistics, Time Management, Economics, Research, Teaching, Public Speaking, Econometrics
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Science (B.S.), Natural Resource Economics
IBM June 2014 - December 2014
Learning Resource Center February 2014 - May 2014
State Street Bank January 2013 - December 2013
Skills
Computer: MS..., Language: Proficiency...
Education
University of Massachusetts, Amherst 2010 — 2015
Bachelor's degree, Accounting, 3.86
City of Woburn March 2015 - Present
City of Woburn July 2014 - Present
Financial Executives International June 2012 - August 2012
United States Senate September 2011 - December 2011
State Street Bank June 2008 - April 2010
Skills
Accounting, Mutual Funds, Banking, Securities, Bloomberg
Education
Bridgewater State University 2011 — 2013
Master of Public Administration (M.P.A.)
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Arts (B.A.), Economics
O'Heir Development, LLC. June 2013 - Present
Bay State Home Group, LLC. August 2010 - April 2014
State Street Bank February 2007 - August 2011
Baybutt Construction Corporation June 2006 - September 2006
Skills
Construction Management, Project Planning, Interior Design, Negotiation, Online Marketing, Marketing Strategy, Social Networking, Financial Analysis, Sales, Short Sales, Real Estate, Investment Properties, Foreclosures, Residential Homes, Entrepreneurship, Real Estate Development, Selling, Investments, Real Property, Sellers, Management, Investors, Marketing, Customer Service, Real Estate Economics
Education
University of Massachusetts, Amherst 2002 — 2007
Bachelor of Science, Economics
Teleflex Medical March 2013 - Present
WinterWyman November 2012 - March 2013
Robert Half Finance & Accounting April 2012 - June 2012
Smith & Nephew Endoscopy May 2010 - October 2011
ChartOne October 2004 - December 2008
IBM February 1998 - February 2004
Mellon Bank February 1997 - February 1998
State Street Bank November 1996 - February 1997
State Street Bank July 1995 - November 1996
State Street Bank May 1994 - July 1995
Education
University of Massachusetts, Amherst 1986 — 1990
BA, Economics
BlueConic September 2015 - Present
BlueConic January 2015 - August 2015
Brafton Inc. June 2012 - December 2014
Brafton Inc. April 2010 - October 2012
Northwestern Mutual June 2009 - April 2010
State Street Bank June 2008 - June 2009
Education
University of Massachusetts, Amherst 2004 — 2008
BS
Tabor Academy 2000 — 2004
High School
QS Investors, LLC August 2010 - Present
Deutsche Asset Management September 1999 - July 2010
State Street Bank 1998 - 1999
FPL 1996 - 1998
Skills
Portfolio Management, Global Macro, Asset Allocation, Trading, Investments, Portfolio Optimization, Asset Management, Emerging Markets, Asset Managment, Quantitative Analytics, ETFs, FX, Commodities, Currency, Derivatives, Alternative Investments, Mutual Funds, Risk Management, Equity Trading, Quantitative Analysis, Swaps, Trading Systems, Equity Derivatives, Electronic Trading, Bloomberg Terminal, Quantitative Finance, Fixed Income, Equities, FX Options, Investment Management, Bloomberg, Commodity
Education
University of Miami - School of Business 1985 — 1986
MBA, Finance
University of Miami 1981 — 1985
BBA, Finance
Integrated Practice Solutions, LLC 2012 - Present
Integrated Dental Aesthetics 2011 - 2012
General Motors Asset Management 2008 - 2011
General Motors Asset Management 2004 - 2008
State Street Bank 2002 - 2004
State Street Bank 2001 - 2002
State Street Bank 1999 - 2001
Skills
Asset Managment, Financial Modeling, Financial Analysis, Financial Reporting, Asset Allocation, Financial Services, Business Strategy, Alternative Investments, Investments, Hedge Funds, Bloomberg, Bookkeeping, Asset Management, Valuation, Portfolio Management
Education
University of Massachusetts, Amherst 2012 — 2013
Master of Business Administration (MBA)
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science, Sport Management
Pope John XXIII High School 1991 — 1995
State Street Global Advisors March 2015 - Present
State Street February 2014 - Present
State Street Bank January 2013 - January 2014
Toplanguage October 2010 - June 2011
YellowCab Languages October 2010 - May 2011
Skills
Portuguese, Spanish-speaking, Trade Operations, Client Relations Skills, Corporate Finance, Customer Service, Data Analysis, Translation, Problem Solving, Oral & Written..., Microsoft Word, Microsoft Excel, Access, English, Time Management, Finance, Microsoft Office, Leadership, Financial Analysis, Investments
Education
University of Massachusetts, Amherst 2012 — 2013
Bachelor of Arts (BA), Portuguese Language and Literature, International Relations, 3.41/4.0 GPA
Universidade de São Paulo 2010 — 2011
International Relations and Affairs, Sociology, Translation
Federal Reserve Bank of Kansas City May 2012 - Present
State Street Bank January 2011 - May 2012
HobbyTown USA February 2006 - January 2011
Education
University of Missouri-Kansas City 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Boston Financial Data Services July 2014 - Present
BNY Mellon November 2013 - July 2014
Columbia Management January 2005 - September 2013
Investors Bank & Trust June 2001 - January 2005
State Street Bank February 1999 - December 2000
Skills
Trading, Financial Reporting, Investments, Portfolio Management, Account Reconciliation, Blue Sky, Finance, Fund Accounting, Tax, SEC filings
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
Sun Life Financial June 2014 - Present
State Street Bank October 2012 - June 2014
State Street Bank July 2007 - October 2012
Investors Bank & Trust 2006 - 2007
Skills
Compliance, Group Management, Fund Accounting, Accounting, Bloomberg, Microsoft Office, NAV, Data Analysis, Account Reconciliation, Oversight, Multi Tasking, Mutual Funds, Derivatives, Swaps, Process Improvement, Analysis, Bloomberg Terminal, Microsoft Excel
Education
University of Massachusetts, Amherst 2000 — 2005
BA, Economics
Natick High School
Genworth Financial June 2008 - Present
Credit Suisse January 2008 - May 2008
ACA Capital June 2007 - January 2008
Fitch Ratings October 2005 - May 2007
Credit Suisse July 2000 - March 2004
Merrill Lynch June 1998 - July 2000
State Street Bank 1995 - 1998
Citicorp Mortgage 1988 - 1995
Skills
CMBS, Structured Finance, CDO, Bonds, Credit, Portfolio Management, Credit Risk, Trading, Securitization, Capital Markets, Fixed Income, Credit Analysis, Investments, Structuring, Asset Management, Structured Products, Financial Modeling, MBS, Due Diligence, Loans, Valuation, Loan Servicing, Hedging, Financial Structuring, Hedge Funds, Alternative Investments, Bloomberg, Securities
Education
Washington University in St. Louis - Olin Business School 1989 — 1993
MBA, Finance
University of Missouri-Columbia 1984 — 1988
BSBA, Finance and Economics
State Street Bank November 2012 - Present
University of Massachusetts Amherst January 2011 - May 2012
Skills
Microsoft Word, Microsoft Excel, Outlook, Bloomberg, Pricing, MCH, OnDemand32, Electronic Funds..., hash cash, eHorizon, Corporate Actions, Benchmarking, CCP, Sec Yield, Navigator
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting
North Quincy High School
Next Step Living July 2015 - Present
Katsiroubas Produce March 2014 - February 2015
Bobbi Brown Cosmetics March 2011 - April 2012
Debra Winkler's December 2004 - December 2005
State Street Bank September 2003 - August 2004
MASSACHUSETTS FINANCIAL SERVICES November 2000 - June 2001
Skills
Customer Relations, Scheduling, Mentoring, Fundraising, Office Management, Customer Service, Hiring, Process Scheduler, Event Management, Recruiting, Leadership, Food & Beverage
Education
University of Massachusetts, Amherst 1995 — 1999
BA, Women in Film and Theater
State Street Bank June 2007 - Present
Skills
Operations..., Management, Management Consulting, Office Administration, Operations Management, Process Improvement, Program Management, Event Planning, Nonprofits, Customer Service, Microsoft Office, Data Analysis, Research
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Science, Psychology
Town of Provincetown September 2012 - Present
Cape Cod Pilgrim Memorial Association February 2010 - August 2012
Hermès 2003 - 2009
Giorgio Armani 1998 - 2002
Henri Bendel 1995 - 1998
Neiman Marcus 1992 - 1995
Jordan Marsh Company 1984 - 1992
Kay Jewelers 1981 - 1984
State Street Bank 1978 - 1981
Skills
Retail, Visual Merchandising, Management, Sales, Merchandising, Marketing, Public Relations, Fashion, Store Management, Team Building, Budgets, Social Media Marketing, Event Planning, Leadership, Social Media, Inventory Management, Marketing Strategy, Social Networking, Event Management, Facebook, Public Speaking, Nonprofits, Fundraising, Community Outreach, Editing, Advertising, Volunteer Management, Marketing Communications, Program Development, Training, Press Releases, Customer Service, Strategic Planning, Brand Development, Online Advertising, Brand Management, Market Planning, Market Research
Education
University of Massachusetts, Amherst
Bachelor's degree, Consumer Marketing/Retailing Management
State Street Bank April 2014 - Present
State Street May 2011 - April 2014
Skincare Physicians of Chestnut Hill 2008 - May 2011
Siena Hotel Spa & Casino July 2006 - January 2007
Skills
Customer Service, Medical Records, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Time Management, Outlook, Event Planning, Hospitality, Teamwork, Medical Terminology
Education
University of Massachusetts, Amherst 2001 — 2006
Bachelor, Hotel Management
State Street Bank November 2012 - Present
Ernst & Young September 2009 - November 2012
Skills
Internal Controls, Financial Reporting, Auditing, Sarbanes-Oxley Act, Accounting, IFRS, Financial Accounting, Internal Audit, GAAP, US GAAP, External Audit, Financial Analysis
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
State Street Bank December 2007 - July 2015
Zale September 2004 - December 2007
Skills
Investments, Software Documentation, Banking, Account Reconciliation, Loans, Risk Management, Accounting, Microsoft Excel, Internal Audit, Customer Service, Business Analysis, Mutual Funds, Microsoft Office, Outlook, Financial Services
Education
University of Massachusetts, Amherst 2000 — 2006
Bachelor of Arts (B.A.), History
Groton Dunstable Regional High School 1996 — 2000
MEDITECH 2012 - 2015
State Street Bank 2011 - 2012
Skills
Java, JavaScript, HTML, SQL, Python, Microsoft SQL Server, CSS, Algorithms, Linux, ReactJS, Node.js, Software Engineering
Education
University of Massachusetts, Amherst 2015 — 2016
Bachelor of Arts (B.A.), Computer Science
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Economics, Cum Laude
BTS Asset Management June 2012 - Present
BTS Asset Management July 2006 - June 2012
State Street Bank June 2004 - June 2006
Skills
Territory..., Mutual Funds, Asset Management, Asset Allocation, Series 63, Investment Strategies, Alternative Investments, ETFs, Portfolio Management, Fixed Income, Series 65, Marketing Strategy, Bond Markets, Relationship Management, Separately Managed...
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Science (B.S.), Economics
Westwood High School 1994 — 1998
MFS Investment Management August 2015 - Present
MFS Investment Management October 2012 - August 2015
State Street Bank September 2010 - October 2012
State Street Bank February 2008 - September 2010
Skills
Banking, Mutual Funds, Securities, Financial Services, Microsoft Excel, Financial Reporting, Microsoft Office, Microsoft Word, Bloomberg, Fixed Income, Equities, Investments, Customer Satisfaction, Customer Service, Outlook, Back Office
Education
Northeastern University 2009 — 2015
Masters in Business Administration, Finance and Human Resource Management
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts, Communication
State Street Bank January 2013 - January 2014
Travizon Travel August 2005 - January 2009
O’Neil Associates CPA March 2005 - July 2008
AccountPros/Vedior November 2004 - February 2005
Education
University of Miami - School of Business 1968 — 1972
BBA, Finance, accounting, marketing, communications, business statistics
BNY Mellon 2005 - Present
State Street Bank February 1993 - June 2003
Education
University of Missouri-Columbia
JD
Invitations Etc. September 1999 - Present
...I'm looking for a new adventures sales job 1994 - 2010
Sovereign Bank June 2008 - June 2009
Angels Healthcare September 2006 - June 2007
LoJack Corporation January 2006 - July 2006
Frost Motors, Inc May 2000 - December 2005
State Street Bank June 1996 - May 2000
Candi's Kids January 1998 - June 1999
Filenes's July 1994 - June 1996
Education
University of Massachusetts, Amherst 1990 — 1994
bachelors, apparel marketing
University of Massachusetts
BACHELOR'S DEGREE, MARKETING
JP Morgan Chase Senior Fund AdministratorUSB Corp, Quantitative AdvisorsJanuary 2009 - December 2009
State Street Bank January 2008 - March 2009
Education
University of Massachusetts, Amherst 2002 — 2006
BA, Economics
Hitachi Data Systems April 2014 - Present
TaskRabbit April 2013 - April 2014
Apple September 2013 - February 2014
AIMS 360 - Apparel ERP Software November 2012 - April 2013
Omgeo A Thompson Reuters & DTC Company September 2008 - August 2012
State Street Bank September 2006 - September 2008
Sun Microsystems June 2006 - August 2006
Skills
Salesforce.com, Technical Support, Financial Services, Software Documentation, Troubleshooting, Vendor Management, Customer Service, Fixed Income, Equities, SDLC, Cross-functional Team..., Team Management, WebEx, Trading, Microsoft Office, XML, Oasys, SWIFT payments, E-commerce, VPN, Writing, Coaching, Java, SSL VPN, SWIFT, Bloomberg terminal, Central Trade Manager, TradeSuite Workstation, Alert Web, Kayako, AIMS360, Options, SCSI, RAID, Storage Area Networks, Siebel, Fibre Channel Protocol, Fault Tolerance, Redundancy Management, TCP/IP, Brocade Fibre Switches, Business Analysis, Integration, Cloud Computing, Management, Process Improvement
Education
University of Massachusetts, Amherst 2002 — 2006
B.A, English
Watertown High School 1998 — 2002
Leysin American School
BNY Mellon December 2014 - Present
WallStreetOasis December 2013 - June 2014
State Street Bank October 2007 - December 2008
Skills
Microsoft Excel, PowerPoint, Investments, Mutual Funds, Financial Services, Time Management, Access, Bloomberg, Banking, Equities
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor's degree, Finance
ZeroTurnaround August 2015 - Present
State Street Bank May 2014 - August 2015
State Street January 2014 - May 2014
State Street January 2013 - January 2014
State Street June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Social Media, Analysis, Public Speaking, Customer Service, Data Entry, Windows, Java, Research, HTML, Outlook, SharePoint, MCH, Client Contact, Time Management, Teamwork, Sales, Event Planning, Leadership, Marketing, Organizational..., IP Phones, Inside Sales, Cold Calling
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.), Communication, General
duxbury
Fidelity Investments June 2015 - Present
Fidelity Investments June 2012 - May 2015
Fidelity Investments June 2011 - June 2012
Fidelity Investments March 2009 - June 2011
State Street Global Advisors May 2004 - November 2008
State Street Global Advisors June 1999 - May 2004
State Street Bank September 1997 - May 1999
Comp USA 1995 - 1997
Skills
Outlook, Microsoft Office, Auditing, DAC, Market Data, DACS, FITS, Excel, PowerPoint, Invoice Processing, General Ledger..., Budget Management, Budget Analysis, Budget Allocation, Bloomberg, Budgets, Business Analysis, Management, Microsoft Excel, Vendor Management, Forecasting, Account Reconciliation, Financial Services, Equities, Fixed Income, Analysis, Finance, Asset Management
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor's Degree, Sociology
Winchester High School 1987 — 1991
Diploma, High School Degree
Beverly Bank November 2014 - Present
GoldCoast Mortgage Service, Inc. March 2011 - October 2014
Prospect Mortgage, LLC March 2009 - March 2011
Keller Williams Real Estate 2007 - 2009
State Street Bank 2006 - 2007
Skills
Single Family Homes, Condos, Multi-family Homes, FHA financing, VA, Investment Properties, Multi-family, Mortgage Lending, First Time Home Buyers, FHA, Social Media, USDA, Buyers, Mortgage Banking, Loan Origination, Refinance, Real Estate Financing, Finance, FHA Financing, VA Loans, Real Estate
Education
University of Massachusetts, Amherst 2002 — 2006
BA, Economics
Danvers High School
Lead Bank February 2015 - Present
North American Savings Bank November 2005 - February 2015
Americo Financial Life & Annuity Insurance Company August 2003 - November 2005
State Street Bank March 1993 - June 2003
Skills
Risk Management, Banking, Risk Assessment, Financial Services, Business Analysis, Process Improvement, AML, Corporate Governance, Vendor Management, Program Management, Business Continuity, Management, Internal Controls, Internal Audit, Strategic Planning, Anti Money Laundering, Financial Risk, Credit, Mortgage Lending
Education
University of Missouri-Kansas City 1990 — 1998
Bachelor of Liberal Arts
SBIR Solutions, LLC February 2015 - Present
Stephens Inc. July 2012 - February 2015
Rembrandt Financial Group (ING) January 2012 - July 2012
RBC Wealth Management December 2004 - June 2007
State Street Bank August 2001 - June 2003
Bayview Financial October 1999 - May 2001
Skills
Business Administration, Account Management, Cost Reporting, Financial Reporting, Capital Markets, Financial Services, Finance, Wealth Management, Series 7, Series 66, Corporate Actions
Education
University of Miami - School of Business 1992 — 1996
BS, International Finance and Marketing
State Street July 2015 - Present
Catholic Charities of the Archdiocese of Boston July 2011 - Present
Junior Achievement of Northern New England September 2013 - Present
State Street August 2008 - July 2015
Fidelity Investments May 2005 - August 2008
State Street Bank February 1999 - June 2003
Skills
Securities, Derivatives, Process Improvement, Business Analysis, Program Management, Data Analysis, Change Management, Operations Management, Capacity Planning, Lean Fundamentals, Reference Data, Business Integration, Vendor Management, Organizational..., Business Development, Training Programme..., Training Delivery, Workflow Diagrams, PowerPoint, Excel, Word, Global Client Management, Italian, Microsoft Excel
Education
University of Miami 1994 — 1998
BA, Psychology/Biology
Braintree High School 1990 — 1994
Interactive Data March 2013 - Present
State Street Bank May 2012 - March 2013
State Street May 2011 - May 2012
State Street February 2008 - May 2011
State Street April 2004 - February 2008
Education
Bentley University 2012 — 2014
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 1999 — 2003
Bachelors of Science, Economics, Politcal Science
State Street Global Advisors June 2013 - Present
State Street Wealth Manager Services November 2012 - June 2013
State Street Investment Analytics September 2007 - October 2012
State Street August 2006 - August 2007
Wells Fargo Financial 2005 - 2006
PCA 2003 - 2005
State Street Bank 2001 - 2003
Skills
Performance Measurement, Performance Attribution, Management, Leadership, Project Management, Sales, Credit, Loans, Business Process, Investments, Mutual Funds, Securities, Bloomberg, Fixed Income, Financial Analysis, Asset Management, Financial Services, Equities, Hedge Funds, Derivatives
Education
University of Massachusetts, Amherst
Bachelor's Degree, Economics
State Street Bank September 2013 - Present
Archer Daniels Midland 2006 - 2013
Prudential Financial August 2003 - March 2006
Refco August 1985 - August 2003
Skills
Customer Service, Back Office, Electronic Trading, Management, Retail Sales, Food & Beverage, Highly detail oriented, Teamwork, Communication Skills, Microsoft Office, Outstanding time..., Multi Tasking, Problem Solving, Adaptable to Changes, series 3, GMI, Trading Systems, Futures Trading, Agriculture, Commodity Markets, grain, Market Risk, Trade Compliance, processor, Data Entry, Traders, Organized with Strong..., position reports, Market Information, Analysis, Sales Management, sales, motivator, Settlement, reconcilliation, computer, Financial Futures, Spread Trading, Trading Psychology, Commodity Risk..., Technical Analysis, Grain, Derivatives, Investments, Time Management, FINRA, Asset Management, Proprietary Trading, Equities, Securities
Education
University of Missouri-Kansas City
Business Administration and Management, General
Park Hill High School
Diploma, Academic
McAdam Financially Advanced™ March 2015 - September 2015
State Street Bank May 2013 - June 2014
University of Massachusetts Dining September 2010 - May 2013
Stoughton, Massachusetts District Court House January 2013 - February 2013
Big Head Construction May 2012 - August 2012
The National Society of Collegiate Scholars August 2010 - May 2011
Education
University of Massachusetts, Amherst
Bachelor's Degree, Political Science and Government
Weir Valves & Controls USA May 2013 - Present
Raytheon Integrated Defense Systems June 2012 - Present
Raytheon Integrated Defense Systems April 2010 - June 2012
Raytheon Solipsys May 2008 - April 2010
Raytheon Integrated Defense Systems May 2006 - May 2008
Raytheon Integrated Defense Systems August 2005 - May 2006
State Street Bank June 2004 - August 2005
Skills
Earned Value Management, DoD, Security Clearance, Systems Engineering, Aerospace, Six Sigma, CMMI, Proposal Writing, Government, Process Improvement, Risk Management, Program Management, Analysis, Defense, Integration, Team Leadership, Cross-functional Team..., Government Contracting
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor's degree, Finance & Operations Management
Perkins Coie LLP December 2012 - Present
Greater Portland Inc. September 2011 - December 2012
Small Business Legal Clinic--Lewis & Clark Law School July 2006 - August 2011
Mt Hood Meadows 2005 - May 2011
TraderSource, Inc. March 2004 - January 2006
Stoel Rives LLP 1999 - 2004
State Street Bank 1992 - 1994
Skills
Corporate Law, Employment Law, Management, Mergers & Acquisitions, Leadership, Legal Research, Litigation, Legal Writing, Public Speaking, Strategic Planning
Education
University of Oregon School of Law 1996 — 1999
JD, Law
University of Massachusetts, Amherst 1988 — 1992
BA, Economics, Political Science
Atlantic Trust July 2005 - Present
State Street Bank 1998 - 2004
Skills
Mutual Funds, Asset Management, Alternative Investments, Asset Allocation, Portfolio Management
Education
University of Massachusetts, Amherst 1995 — 1998
BA
University of Rhode Island 1993 — 1995
JPMorgan Chase - Corporate & Investment Bank January 2013 - Present
JP Morgan Chase October 2007 - Present
State Street Bank May 2005 - October 2007
State Street Bank August 2001 - May 2005
Skills
Accounting, Auditing, Financial Reporting, Risk Management
Education
University of Massachusetts, Amherst 1997 — 2001
Bachelor of Arts (B.A.), Economics
Amherst Leisure Services and Supplemental Education August 2014 - Present
Mullins Center September 2012 - Present
Danbury Westerners June 2013 - August 2013
State Street Bank January 2013 - May 2013
Kumon August 2010 - August 2011
Skills
Statistics, Leadership, Microsoft Office, Sports Management, Writing, Customer Service, Food Service, Education, Tutoring
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Sport Management and Finance, Junior
Monster November 2013 - April 2014
TalentFusion August 2011 - 2014
Amazon May 2010 - September 2011
TalentFusion April 2001 - August 2011
Putnam Investments 1996 - 2001
Mellon Bank 1995 - 1997
State Street Bank 1990 - 1995
Education
University of Massachusetts, Amherst
BS, Business Administration
John Hancock Investments September 2014 - Present
State Street Bank October 2013 - September 2014
State Street March 2013 - September 2013
State Street Bank April 2012 - February 2013
State Street March 2011 - March 2012
Skills
Microsoft Office, Windows & Mac OS, Mathematica, Bloomberg Terminal, IDC, Reuters, Bloomberg
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Science (BS), Finance & Economics
State Street Bank February 2014 - Present
State Street Bank October 2008 - April 2014
State Street Bank April 2012 - February 2014
Skills
Portfolio Management, Mutual Funds, Investments, Equities, Financial Services, Fixed Income, Asset Management, Bloomberg, Securities, Employee Training, ERISA, Team Management
Education
University of Missouri-Kansas City 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
University of Nebraska-Lincoln 1998 — 2002
Bachelor's degree, Business Administration and Management, General -- Anthropology
State Street September 2014 - Present
State Street Bank January 2012 - August 2014
Investors Bank & Trust October 2006 - December 2011
Skills
Superior Client Service, Financial Services, Mutual Funds, Securities, Corporate Actions, Fixed Income, Equities, Settlement, Account Management, Finance
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor's degree, Communication and Media Studies
State Street Bank February 2007 - Present
State Street Bank 2007 - 2008
iNVESTORS bANK 2007 - 2008
Education
University of Massachusetts, Amherst 1989 — 1993
Elementum Advisors LLC March 2010 - Present
Butterfield Fulcrum Group Limited April 2009 - March 2010
Caledonian Fund Services June 2006 - March 2009
Spectrum Global Fund Administration 2003 - 2006
State Street Bank 2000 - 2003
Skills
Fund Accounting, Fund Administration, Hedge Funds, Bloomberg
Education
University of Massachusetts, Amherst 1996 — 2000
Accounting
JPMorgan Chase February 2010 - Present
Admiral Administration Ltd April 2008 - November 2009
State Street Bank September 2005 - October 2007
State Street Bank July 2004 - August 2005
Skills
Internal Controls, Financial Analysis, Fund Accounting, Hedge Funds, Financial Reporting, Financial Accounting, US GAAP, Alternative Investments, Accounting, Mutual Funds, Bloomberg, Investments
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Science (B.S.), Natural Resource Economics
State Street Bank September 2013 - Present
Mercer May 2013 - September 2013
Mercer July 2010 - April 2013
Mercer April 2006 - July 2010
Fidelity Investments August 2000 - March 2006
University of Massachusetts November 1998 - July 2000
Skills
Employee Benefits, Leadership, Access, SQL, Software Documentation, Business Process, Human Resources, Management, Six Sigma
Education
University of Massachusetts, Amherst 1994 — 1998
Cambridge Associates July 2010 - Present
Cambridge Associates October 2005 - June 2011
State Street Bank November 2003 - October 2005
State Street Bank August 1998 - November 2003
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Variance Analysis, Analysis
Education
University of Massachusetts, Amherst 1992 — 1996
Impact Advisors, LLC June 2008 - Present
Dental Logic, LLC January 2005 - February 2008
Mercy Health Partners November 2003 - March 2006
University of Michigan Health System May 2002 - October 2003
Lehman Brothers June 1999 - June 2001
BT Alex Brown February 1998 - June 1999
PaineWebber June 1996 - February 1998
State Street Bank 1992 - 1996
Education
University of Michigan 2001 — 2003
MBA, Finance, Strategy, Healthcare
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
State Street May 2014 - Present
State Street March 2013 - May 2014
State Street Corporation March 2011 - March 2013
State Street Bank April 2008 - March 2011
Skills
Global Custody, Securities, Outsourcing, Finance, Management, Wealth Management, Fixed Income, Financial Analysis, Risk Management
Education
University of Massachusetts, Amherst 2002 — 2006
State Street Bank 2008 - Present
Putnam Investments 1999 - 2005
Education
University of Miami - School of Business
Federal Reserve Bank of Boston October 2011 - Present
Gillette Stadium September 2011 - November 2013
State Street Bank July 2003 - July 2011
Zurich Scudder Investments 2001 - 2003
Mellon Bank 1999 - 2001
Skills
Securities Lending, Bloomberg, Equities, Alternative Investments, Risk Management, Fixed Income, Money Market, Hedge Funds, Corporate Actions, Securities, Collateral Management, Valuation
Education
University of Massachusetts, Amherst 1993 — 1998
Bachelor's degree, Economics
Mercer US Outsourcing March 2012 - Present
Mercer August 2005 - March 2012
Putnam Investments 1994 - 2004
State Street Bank 1992 - 1994
Skills
Defined Benefit, Pensions, Internal Controls, Retirement, Audit, 401k, Employee Benefits, Benefits Administration, Risk Management, Outsourcing, Business Process..., Defined Contribution, Internal Audit, Financial Services, ERISA, Leadership, Management
Education
University of Massachusetts, Amherst
BA, Psychology
Pfizer Inc. July 2012 - Present
State Street Bank August 2011 - July 2012
Patriot Energy Group March 2011 - June 2011
Takeda Oncology July 2010 - April 2011
IAP Worldwide Services October 2008 - May 2010
Tufts Medical Center December 2005 - September 2008
Skills
Scheduling, Project Planning, Process Mapping, Business Writing, Microsoft Project, SharePoint, Visio, Communications., Editing, Event Planning, Communication, Process Scheduler, MS Project, Project Coordination, Business Process Mapping, Construction, Supervisory Skills, Facilities Management, Software Documentation, Data Analysis
Education
University of Massachusetts, Amherst 1982 — 1986
B.A.
Wells Fargo Capital Finance August 2012 - Present
Wells Fargo Capital Finance March 2010 - August 2012
Wells Fargo Foothill September 2006 - April 2010
MFS Investment Management February 2005 - September 2006
State Street Bank 2001 - 2005
Education
University of Massachusetts, Amherst 1997 — 2001
Partners In Health January 2014 - Present
LeapFrog Systems May 2012 - January 2014
TIAA-CREF May 2012 - January 2014
Keane March 1996 - April 2012
Forethought Financial Services, Inc. November 2011 - February 2012
State Street Bank December 1999 - September 2011
SunGard April 1997 - October 1999
Fidelity Investments March 1996 - April 1997
GTE Data Services February 1994 - March 1996
Skills
Business Analysis, SDLC, Requirements Analysis, Software Project..., Program Management, SQL, Agile Methodologies, Vendor Management, Requirements Gathering, Consulting
Education
University of Massachusetts, Amherst 1989 — 1993
BS, Electrical and Electronics Engineering
State Street Bank March 2012 - Present
State Street 1997 - Present
Skills
Securities, Global Custody, Hedge Funds, Risk Management
Education
University of Massachusetts, Amherst
Blue Cross Blue Shield of Massachusetts February 2011 - Present
State Street Bank March 2007 - December 2009
Foxboro Company October 2000 - November 2001
Corporate Software (Corporate Software & Technology, Corpsoft) 1988 - 1998
Skills
Procurement, Continuous Improvement, Vendor Management, Negotiation, Strategic Sourcing, Contract Management, RFP, Project Planning, Sourcing, Management, Contract Negotiation
Education
University of Massachusetts, Amherst 1977 — 1981
Ocean Spray Cranberries April 2015 - Present
Ocean Spray Cranberries July 2013 - April 2015
Euro-Pro June 2012 - July 2013
Reckitt Benckiser July 2011 - June 2012
Reckitt Benckiser August 2010 - July 2011
PepsiCo June 2009 - August 2009
The Forum Corporation February 2005 - July 2008
State Street Bank May 2004 - February 2005
Skills
Brand Management, Consumer Products, Marketing, Marketing Strategy, Consumer Marketing, Market Research, New Product Validation, Product Launch, Project Planning, Consumer Packaged Goods..., Project Management, Cross-functional Team..., Leadership Development, Marketing Budget..., P&L Ownership, Segmentation, Business Development, Business Planning, Competitive Analysis, Strategic Planning, Management, Strategy, Product Marketing, Customer Insight, Market Analysis, Analytics, Marketing Management, Product Innovation, P&L Management, Shopper Marketing, Product Management, Forecasting, CRM, Product Development, FMCG, Global Marketing, Pricing Strategy, Pricing, Marketing Communications, Brand Architecture, Business Strategy, Consumer Behaviour, Market Planning, Brand Development, Consumer Insight, Integrated Marketing, Strategic Partnerships, Brand Equity, Trade Marketing, Digital Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA
University of Michigan 1999 — 2003
BA, Economics
State Street Bank May 2008 - Present
Education
University of Massachusetts Amherst 2002 — 2007
Hanover Public Schools September 2014 - Present
PTC October 2010 - September 2014
PTC July 2008 - September 2010
PTC October 2006 - June 2008
State Street Bank October 2004 - October 2006
State Street August 2003 - October 2004
State Street March 2002 - August 2003
Skills
Sales Management, Enterprise Software, Channel, Sales Presentations, Salesforce.com, Operations Management, Channel Sales, Channel Partners, Channel Strategy, Professional Services, Sales Process, Cross-functional Team..., Management, Sales
Education
University of Massachusetts, Amherst 1997 — 2001
Marketing, Management
State Street September 2014 - Present
State Street Bank January 2005 - Present
A.G. Edwards & Sons, Inc. January 2003 - April 2004
IKON Document Services July 2000 - January 2003
Foxwoods Resort Casino May 1997 - July 2000
Skills
Financial Analysis, Mutual Funds
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Science, HTRA - Management & Marketing
Eagle Investment Systems June 2015 - Present
Brown Brothers Harriman & Co. June 2006 - June 2015
State Street Bank 2000 - September 2003
Skills
Fund Accounting, Bloomberg, Fixed Income, Hedge Funds, Mutual Funds, Securities, Derivatives, Bloomberg Terminal, Financial Services, Swaps, Bonds, Account Reconciliation, Fund Administration, Interest Rate Swaps, Alternative Investments, Investments
Education
University of Massachusetts, Amherst 1996 — 2001
Economics, Finance
BNY Mellon July 2015 - Present
Sun Life Financial June 2013 - July 2015
Putnam Investments February 2012 - June 2013
Putnam Investments January 2008 - February 2012
State Street Bank February 2006 - January 2008
Skills
Derivatives, Fixed Income, Portfolio Management, Bloomberg Terminal, Investments, Securities, Valuation, Finance, Trading, Mutual Funds, Equities, Financial Analysis, FX Options, Banking, Corporate Actions, Bloomberg, Middle Office, Financial Services, Back Office, Settlement, Analysis
Education
University of Massachusetts, Amherst
BA, Finance
University of Massachusetts, Amherst
Isenberg School of management MBA program, Finance, General
Harvard Medical School September 1999 - June 2001
State Street Bank March 1998 - September 1999
Crate & Barrel December 1995 - March 1998
Clair Acura June 1995 - September 1995
Behring Diagnostics September 1994 - April 1995
Skills
Financial Support, Administrative Support, Data Entry, Word Processing, Accounts Payable &..., Basic Bookkeeping, Mac & PC platforms, Supply Ordering, Inventory Planning, General Office Skills, Business Correspondence, Mass Mailing, Making Deadlines, Merchandising, Sales
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Psychology
State Street Bank January 2013 - February 2015
State Street Bank December 2007 - December 2012
State Street Bank August 2003 - December 2006
Skills
Account Reconciliation, Accounting, Finance, Financial Accounting, Financial Analysis, Financial Services, Microsoft Excel, Mutual Funds, Securities, Auditing
Education
University of Massachusetts, Amherst 1998 — 2002
BA, HTM formally known as Hotel, Restaurant and Travel Admin (HRTA)
Mercy Health System 2014 - Present
EVO Payment International 2013 - 2014
AIG December 2005 - 2013
UPS October 2004 - December 2005
The Guardian Life Insurance Company of America December 1999 - July 2004
Tech Data Corporation March 1998 - November 1999
PRUDENTIAL INSURANCE COMPANY August 1997 - March 1998
State Street Bank February 1995 - August 1997
MINNESOTA DEPARTMENT OF REVENUE January 1994 - January 1995
Skills
Servers, Microsoft SQL Server, Stored Procedures, Databases, SQL, Disaster Recovery, Windows Server, Oracle, ITIL, Shell Scripting, High Availability, Integration, Cluster, Enterprise Software, Sybase
Education
University of Minnesota-Twin Cities 1987 — 1991
NJIT
Master's degree, Information Technology
US Trust/Bank of America November 2003 - Present
State Street Bank 1997 - 2004
Education
University of Massachusetts, Amherst 1984 — 1989
Masconomet HS
Putnam Investments August 2011 - Present
State Street Bank July 2008 - February 2009
State Street Bank August 2004 - July 2008
State Street Bank January 2001 - August 2004
Skills
Equities, Fund Accounting, Investments, Financial Analysis, Securities, Mutual Funds, Bloomberg, Fixed Income, Risk Management, Process Improvement, Accounting, Business Analysis, Financial Reporting, Valuation, Project Management, Leadership, Credit, PowerPoint, Microsoft Excel, Internal Controls, Global Custody, Financial Services
Education
University of Massachusetts, Amherst 1994 — 1999
Bachelor, Economics and Political Science
J.P. Morgan February 2011 - Present
State Street Bank January 2008 - March 2009
Investors Bank & Trust November 2005 - January 2008
Investors Bank & Trust October 2001 - November 2005
Skills
Equities, Fixed Income, Middle Office, Securities, Financial Services, Back Office, Bloomberg, Investments, Mutual Funds, Trading, Settlement
Education
University of Massachusetts, Amherst 1996 — 2000
BA, Economics
Embarq June 2006 - Present
Floor Source Inc February 2001 - June 2006
MetLife Financial Services September 2000 - February 2001
Blue Cross Blue Shield February 1998 - September 2000
Russell Stover Candies May 1997 - February 1998
State Street Bank May 1994 - May 1997
Education
University of Missouri-Kansas City 1990 — 1994
BS, Accounting
U.S. Bank National Association Vice PresidentUS Bank1993 - Present
U.S. Bank 1993 - Present
State Street Bank & Trust Company July 1993 - January 2003
State Street Bank 1993 - 2002
CoreStates Bank 1986 - 1993
Skills
Banking, Risk Management, Credit, Loans, Corporate Trust, Securities, Credit Analysis, Portfolio Management, Financial Analysis, Commercial Lending, Capital Markets, Securitization, Mortgage Lending, Bonds, Relationship Management, Structured Finance
Education
University of Miami - School of Business 1965 — 1974
BBA, Accounting
Brown Brothers Harriman July 2011 - Present
State Street Bank October 2007 - December 2010
Investors Bank & Trust April 2006 - October 2007
Skills
Fund Administration, Budgets, Financial Reporting, Mutual Funds, Fixed Income, Equities, Bloomberg, Fund Accounting, Securities, Reuters, NASDAQ, Time Management, SEC filings, Compliance, Critical Thinking, Multi-tasking Skills, Project Management, Financial Analysis, Financial Services, Investments
Education
University of Massachusetts, Amherst 2001 — 2005
BS Economics
State Street Bank June 2007 - December 2010
Doubletree Hotel Boston-Downtown May 2005 - June 2007
Skills
Mutual Funds, Pricing, Fund Accounting, Corporate Actions, Bloomberg, Securities, Fixed Income, Equities, Derivatives, Asset Managment, Financial Services, Fund Administration
Education
University of Massachusetts, Amherst 2003 — 2005
Bachelor of Science (B.S.), Hosptitality & Tourism Management
Wheaton College (MA) 2001 — 2003
Economics
State Street December 2014 - Present
State Street Bank March 2008 - Present
State Street March 2008 - May 2010
Skills
Director of Special..., Fund Accounting, Bloomberg, Mutual Funds, Financial Analysis, Financial Reporting, Fixed Income, Equities, Corporate Actions, Account Reconciliation, Accounting, Securities, Fund Administration
Education
University of Missouri-Columbia 2003 — 2007
Bachelor's degree, Finance, General
Windstream Communications March 2013 - Present
State Street Bank February 2008 - March 2013
Walpole Country Club April 2007 - November 2007
The University of Massachusetts Club 2005 - 2007
Skills
Mutual Funds, Customer Retention, Sales, Customer Service, Salesforce.com, Golf, Business Analysis, Forecasting, Leadership, Project Planning, Process Improvement, Fund Accounting, Management, Budgets, Securities, Accounting, Finance, Time Management, Outlook, Account Management, Financial Analysis
Education
University of Massachusetts, Amherst 2001 — 2005
BS, Hospitality & Tourism Management
Marshfield High School 1997 — 2001
State Street Bank November 2010 - Present
State Street Bank November 2010 - Present
New York Life June 2008 - August 2008
k tech corp June 2007 - August 2007
K Tech Corporation PLC June 2007 - August 2007
Geospatial Systems Inc January 2001 - January 2002
Skills
Customer Relations, Excel, Accounting, Financial Modeling, Corporate Finance, Financial Analysis, Financial Accounting
Education
University of Massachusetts, Amherst 2005 — 2009
BS, BBA, Natural Resource Economics, Finance, 3.5
University of Massachusetts, Amherst
University of Massachusetts, Amherst
BBA / BS, Finance / Resource Economics
State Street Bank 1984 - Present
State Street Bank and Trust 1984 - Present
Education
University of Massachusetts, Amherst 1976 — 1980
B.S., Psychology
Bureau of Labor Statistics December 2012 - Present
State Street Bank May 2012 - November 2012
Liberty Fleet of Tall Ships June 2011 - February 2012
Pennock Floral November 2010 - May 2011
ENG Expert Network Group, LLC June 2010 - August 2010
Penguin Italian Ices June 2006 - August 2009
Education
University of Massachusetts, Amherst 2006 — 2010
BA, Economics, German
Eagle Investment Systems July 2007 - Present
State Street Bank (Formally Investors Bank and Trust), April 2005 - August 2007
COR – IBS (Formerly Thomson Financial Treasury Solutions) December 2002 - April 2005
COR – IBS (Formerly Thomson Financial Treasury Solutions) December 2000 - December 2002
State Street Bank June 2000 - December 2000
State Street Bank April 1998 - June 2000
Skills
Bloomberg, Business Analysis, Corporate Actions, Derivatives, Equities, Financial Services, Fixed Income, Fund Accounting, Leadership, Mutual Funds, Requirements Analysis, Requirements Gathering, SQL, Software Project..., Management, SDLC
Education
University of Massachusetts, Amherst 2000 — 2005
Bachelor of Business Administration (B.B.A.), GBFIN / MIS
University of Massachusetts, Amherst 1990 — 1995
Bachelor of Business Administration (B.B.A.), General Business and Finance with a concentration in Management Information Systems
Beth Israel Deaconess Medical Center March 2011 - Present
BNY Mellon January 1998 - July 2011
State Street June 1996 - January 1998
State Street Bank June 1994 - June 1996
Skills
Hyperion Enterprise, PeopleSoft, Access, Microstrategy, Lotus Notes, SharePoint, Financial Reporting, Accounting, Outlook, Microsoft Excel, Business Analysis, Visio, Applicant Tracking..., Data Analysis, Essbase
Education
University of Massachusetts, Amherst 1988 — 1992
BS, Accounting
RSA, The Security Division of EMC June 2014 - Present
Experian Data Quality November 2011 - June 2014
Experian Data Quality May 2011 - November 2011
Experian QAS US August 2010 - May 2011
State Street Bank May 2007 - August 2010
Skills
Enterprise Software, SaaS, Salesforce.com, Data Quality, Professional Services, Siebel, Microsoft SQL Server, Java, JavaScript, C#, Web Services, Software Implementation, Pre-sales, Technical Consultation
Education
University of Massachusetts, Amherst 2002 — 2007
Bachelor of Science (B.S.), Industrial Engineering
AEW Capital Management April 2015 - Present
State Street July 2014 - April 2015
State Street Bank January 2013 - July 2014
dg Associates August 2008 - May 2010
Skills
Strategy, Market Research, Accounting, Training, Portfolio Management, Customer Service, Microsoft Excel, MS Excel Pivot Tables, VBA
Education
University of Massachusetts, Amherst 2008 — 2012
SBS, Major Economics
St. John's High School 2004 — 2008
AT&T Mobility October 2012 - Present
State Street Bank September 2007 - December 2010
Bank of America April 2007 - September 2007
AT&T Mobility December 2002 - March 2007
Champion Mortgage September 2005 - March 2006
ACMI September 2001 - November 2002
Skills
Financial Reporting, Budgets, Analysis, Banking, Customer Service, Accounting, Mutual Funds, Portfolio Management, Customer Satisfaction, Loans, Investments, Financial Analysis
Education
University of Massachusetts, Amherst 1997 — 2001
Sport Management
Brown Brothers Harriman May 2014 - Present
State Street Bank September 2012 - May 2014
State Street April 2011 - September 2012
State Street June 2007 - March 2011
Investors Bank & Trust June 2006 - May 2007
Skills
Financial Statements, Fund Accounting, Fund Administration, Fixed Income, Euroclear, Bloomberg, Mutual Funds, Corporate Actions, Fund Of Funds, Transfer Agency, Account Reconciliation, Foreign Exchange, Financial Modeling, Bloomberg Terminal, Swaps, SWIFT payments, Options
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Finance
BNY Mellon June 2015 - Present
BNY Mellon April 2012 - June 2015
Hedge Fund Services Transfer Agent October 2011 - March 2012
State Street Bank March 2010 - October 2011
State Street Bank October 2007 - March 2010
Massachusetts Department of Corrections September 2006 - October 2007
Skills
Mutual Funds, Trading, Investments, Financial Services, Account Reconciliation, Hedge Funds
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor's, Sociology
State Street Bank December 2012 - Present
United States Department of Defense October 2006 - August 2008
Education
University of Missouri-Kansas City 2010 — 2012
Kansas City Kansas
Associate's, General studies
University of Missouri-Kansas City
Bachelor's of Science, Accounting
State Street November 2013 - Present
State Street Bank August 2011 - November 2013
State Street December 2008 - August 2011
University of Massachusetts Amherst October 2004 - May 2008
Business Solutions International June 2007 - July 2007
Promosynthesis October 2004 - January 2007
State Street July 2003 - January 2007
Skills
Financial Accounting, Mutual Funds, Fund Accounting, Fund Of Funds, Capital Gains Tax, Financial Reporting, Fixed Income, Cash Management, Dividends, Microsoft Excel, Account Oversight, Microsoft Word, Equities, Income Distribution
Education
University of Massachusetts, Amherst 2004 — 2008
Psychology, Economics
J.P. Morgan October 2013 - Present
State Street Bank June 2012 - September 2013
State Street Bank May 2010 - June 2012
Investors Bank & Trust February 2007 - May 2010
Skills
Outlook, Customer Service, Research, Economic Data Analysis, Public Speaking, Equities, Teamwork, Fund Accounting, Data Analysis
Education
University of Massachusetts, Amherst 2002 — 2007
Bachelor's degree, Economics & Legal Studies Dual Major
State Street Bank September 2003 - Present
Skills
Alternative Investments, Financial Analysis, Financial Services, Accounting, Investments, Financial Modeling, Hedge Funds, Private Equity, Financial Reporting, Auditing
Education
University of Massachusetts, Amherst 1997 — 2001
BS, Business Management
State Street Bank October 1987 - Present
Computer Partners Inc. 1982 - 1987
Skills
Fixed Income
Education
University of Rhode Island 1980 — 1982
Master of Business Administration (MBA), Management Science
University of Massachusetts, Amherst 1975 — 1979
Bachelor of Science (BS), Mathematics and Statistics
State Street Bank January 2014 - Present
Education
University of Massachusetts, Amherst 2005 — 2008
Bachelor of Business Administration (B.B.A.)
Northfield Mount Hermon School
High School
NEPC May 2013 - August 2013
State Street Bank April 2010 - May 2013
State Street Bank July 2008 - April 2010
State Street Bank October 2006 - July 2008
State Street Bank June 2005 - October 2006
Skills
Performance Measurement, Back Office, Middle Office, High Performance..., DST, Microsoft Office
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts (B.A.), Economics
State Street Bank April 2013 - Present
State Street Bank December 2010 - April 2013
State Street Bank November 2009 - December 2010
State Street Bank December 1997 - November 2009
State Street Bank November 1995 - December 1997
State Street Bank March 1989 - November 1995
Skills
Microsoft Office, Training, Research, Payments, Microsoft Excel, Customer Service, Microsoft Word, Outlook, Banking, Finance, Teamwork, Access, Analysis, Time Management, General Ledger, Software Documentation, Financial Risk, Financial Analysis, Financial Services, Investments
Education
Computer Processing Institute 1988 — 1989
Computer Operations
University of Massachusetts, Amherst 1987 — 1988
Pre-Veterinary Studies
State Street Bank March 2012 - Present
State Street March 2007 - December 2010
Education
University of Massachusetts, Amherst 2001 — 2006
Bachelor of Arts (B.A.), Philosophy
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts (B.A.), Economics
MFS Investment Management 2008 - Present
State Street Bank 2001 - 2005
Skills
Investments, Mutual Funds
Education
University of Massachusetts, Amherst
Bachelor's degree, Economics
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Economics
State Street Bank June 2011 - Present
Allegiance Capital July 2008 - June 2011
MFS Investment Management March 2002 - June 2008
Skills
Financial Reporting, SEC filings, Brokerage, Fund Accounting, Mutual Funds, Fund Administration, Equity Trading
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Business Administration (B.B.A.), Economics and Finance