State Street Bank
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Assets under management: 2.782 trillion USD (2017) Headquarters: Boston, Massachusetts, United States Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4,182 State Street Bank employees in database. Find out everything there's to know about State Street Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Bank Employees
Employee
Years
Job
Industry
Nigel Mancebo Nigel Mancebo's State Street Bank Experience February 2008 - Present
Job at State Street Bank and US Army
Industry Financial Services
Experience
State Street Bank February 2008 - Present
US Army April 1998 - Present
University of San Francisco 2011 - 2012
DS Technology Consulting 1998 - 2001
Skills
Security, Process Improvement, Crisis Management, Emergency Management, Enforcement, Security Clearance, Physical Security, Security Management, Policy, Risk Assessment, Government, Risk Management, Private Investigations, Leadership, Program Management, Army, Operations Management, Team Building, Counterterrorism, Corporate Security, Security Operations, Training, Intelligence Analysis, Military Operations, Strategic Planning, Military Experience, Homeland Security, Project Planning, Weapons, Leadership Development, Surveillance, Executive Protection, Supervisory Skills, Disaster Recovery, Firearms, Military, Tactics, Business Continuity, Security Training, Team Leadership, Security Audits, Protection, First Aid, National Security, Investigation, Change Management, Public Speaking, Access Control, Policy Analysis, Analysis
Education
University of San Francisco 2011 — 2013
Masters, Public Administration
State Street Bank February 2008 - Present
US Army April 1998 - Present
University of San Francisco 2011 - 2012
DS Technology Consulting 1998 - 2001
Skills
Security, Process Improvement, Crisis Management, Emergency Management, Enforcement, Security Clearance, Physical Security, Security Management, Policy, Risk Assessment, Government, Risk Management, Private Investigations, Leadership, Program Management, Army, Operations Management, Team Building, Counterterrorism, Corporate Security, Security Operations, Training, Intelligence Analysis, Military Operations, Strategic Planning, Military Experience, Homeland Security, Project Planning, Weapons, Leadership Development, Surveillance, Executive Protection, Supervisory Skills, Disaster Recovery, Firearms, Military, Tactics, Business Continuity, Security Training, Team Leadership, Security Audits, Protection, First Aid, National Security, Investigation, Change Management, Public Speaking, Access Control, Policy Analysis, Analysis
Education
University of San Francisco 2011 — 2013
Masters, Public Administration
Leslie Arnold Leslie Arnold's State Street Bank Experience May 1996 - March 2006
Job Trust Officer at Community Bank of Raymore
Industry Investment Management
Experience
Community Bank of Raymore 2006 - Present
State Street Bank May 1996 - March 2006
Skills
Trusts, Mutual Funds, Management, Accounting, Banking, Finance, Financial Services, Investments, Portfolio Management, Risk Management, Securities, Equities
Education
University of Missouri-Kansas City
Bachelor of Science (B.S.), Accounting
Community Bank of Raymore 2006 - Present
State Street Bank May 1996 - March 2006
Skills
Trusts, Mutual Funds, Management, Accounting, Banking, Finance, Financial Services, Investments, Portfolio Management, Risk Management, Securities, Equities
Education
University of Missouri-Kansas City
Bachelor of Science (B.S.), Accounting
Ian McKay, PMP Ian McKay, PMP's State Street Bank Experience July 2007 - September 2010
Job Sr. Project Manager / Vendor Management
Industry Information Technology and Services
Experience
Citizens Financial Group, Inc. November 2013 - Present
Citizens Financial Group, Inc. June 2011 - July 2013
State Street Bank July 2007 - September 2010
Investors Bank and Trust July 2000 - July 2007
IB McKay Ontario Inc. January 1999 - July 2000
Rogers Communications April 1997 - January 1999
Ministry of Municipal Affairs and Housing June 1993 - April 1997
Skills
Vendor Management, Project Management, Management, SDLC, Disaster Recovery, Program Management, Risk Management, Change Management, PMP, Financial Services, ITIL, Project Planning, Banking, Business Continuity, CRM, Team Management, Requirements Gathering, Enterprise Architecture, IT Strategy, PMO, Analytical Skills, MS Project, Project Coordination, Information Systems, Information Technology, Information Management, Consultants, Cross-functional Team..., Cross-cultural Teams, Business Strategy, Team Leadership, IT Operations, Goal Oriented, Team Building, Empowerment, Innovation, Collaborative Problem..., Critical Thinking, Resource Management, Mediation, Client Driven, Process Improvement, Requirements Analysis, Lean Thinking, Client Facing Skills, IT Project & Program..., Business Requirements, Visio, Leadership
Education
University of Toronto 1981 — 1986
BA, Urban and Economic Planning
University of Phoenix 2002 — 2004
MBA, E-Business, Graduated Summa Cum Laude
Citizens Financial Group, Inc. November 2013 - Present
Citizens Financial Group, Inc. June 2011 - July 2013
State Street Bank July 2007 - September 2010
Investors Bank and Trust July 2000 - July 2007
IB McKay Ontario Inc. January 1999 - July 2000
Rogers Communications April 1997 - January 1999
Ministry of Municipal Affairs and Housing June 1993 - April 1997
Skills
Vendor Management, Project Management, Management, SDLC, Disaster Recovery, Program Management, Risk Management, Change Management, PMP, Financial Services, ITIL, Project Planning, Banking, Business Continuity, CRM, Team Management, Requirements Gathering, Enterprise Architecture, IT Strategy, PMO, Analytical Skills, MS Project, Project Coordination, Information Systems, Information Technology, Information Management, Consultants, Cross-functional Team..., Cross-cultural Teams, Business Strategy, Team Leadership, IT Operations, Goal Oriented, Team Building, Empowerment, Innovation, Collaborative Problem..., Critical Thinking, Resource Management, Mediation, Client Driven, Process Improvement, Requirements Analysis, Lean Thinking, Client Facing Skills, IT Project & Program..., Business Requirements, Visio, Leadership
Education
University of Toronto 1981 — 1986
BA, Urban and Economic Planning
University of Phoenix 2002 — 2004
MBA, E-Business, Graduated Summa Cum Laude
Ben Simmers Ben Simmers's State Street Bank Experience June 2011 - December 2011
Job Manager, Finance
Industry Marketing and Advertising
Experience
DigitasLBi July 2015 - Present
Digitas June 2013 - July 2015
Digitas January 2012 - June 2013
State Street Bank June 2011 - December 2011
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Sales, Social Skills, Analytics, Marketing, Finance, Investments, Leadership, Bloomberg, Management, Valuation, Accounting, Analysis, Project Management, Digital Marketing
Education
University of New Hampshire 2007 — 2011
WSBE, Business Administration; Finance and Marketing
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
BS, Finance & Marketing
DigitasLBi July 2015 - Present
Digitas June 2013 - July 2015
Digitas January 2012 - June 2013
State Street Bank June 2011 - December 2011
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Sales, Social Skills, Analytics, Marketing, Finance, Investments, Leadership, Bloomberg, Management, Valuation, Accounting, Analysis, Project Management, Digital Marketing
Education
University of New Hampshire 2007 — 2011
WSBE, Business Administration; Finance and Marketing
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
BS, Finance & Marketing
Colin Correa Colin Correa's State Street Bank Experience October 2011 - January 2014
Job Accounting Professional
Industry Accounting
Experience
State Street Bank October 2011 - January 2014
Avaya January 2011 - January 2011
Intelenet Global Services Pvt. Ltd. February 2010 - October 2010
Digicon Micro Systems Pvt Ltd May 2009 - September 2009
Antony Waste Handling Cell Private Limited July 2008 - December 2008
Skills
Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, Accounting, Bookkeeping, Accounts Payable, Auditing, Journal Entries, Accounts Receivable, Internal Controls, Income Tax, GAAP, Payroll, Financial Analysis, Financial Statements, Corporate Actions, Strategic Data Analysis, Customer Service, Fixed Income, Asset Management, Securities, Private Investment
Education
University of Mumbai 2006 — 2009
Bachelor of Commerce (B.Com.), Accounting
Tilak Education Society 2004 — 2006
H.S.C, Science
Sacred Heart High School 1998 — 2004
State Street Bank October 2011 - January 2014
Avaya January 2011 - January 2011
Intelenet Global Services Pvt. Ltd. February 2010 - October 2010
Digicon Micro Systems Pvt Ltd May 2009 - September 2009
Antony Waste Handling Cell Private Limited July 2008 - December 2008
Skills
Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, Accounting, Bookkeeping, Accounts Payable, Auditing, Journal Entries, Accounts Receivable, Internal Controls, Income Tax, GAAP, Payroll, Financial Analysis, Financial Statements, Corporate Actions, Strategic Data Analysis, Customer Service, Fixed Income, Asset Management, Securities, Private Investment
Education
University of Mumbai 2006 — 2009
Bachelor of Commerce (B.Com.), Accounting
Tilak Education Society 2004 — 2006
H.S.C, Science
Sacred Heart High School 1998 — 2004
Larry Hayes Larry Hayes's State Street Bank Experience August 2011 - May 2012
Job Retirement Specialist JP Morgan
Industry Financial Services
Experience
J.P. Morgan September 2012 - Present
State Street Bank August 2011 - May 2012
Skills
Financial Analysis, Banking, Finance, Access, Data Analysis, Public Speaking, Strategic Planning
Education
University of Missouri-Kansas City 2007 — 2012
BBA, Finance
J.P. Morgan September 2012 - Present
State Street Bank August 2011 - May 2012
Skills
Financial Analysis, Banking, Finance, Access, Data Analysis, Public Speaking, Strategic Planning
Education
University of Missouri-Kansas City 2007 — 2012
BBA, Finance
Matt Toro Matt Toro's State Street Bank Experience Implementation AssociateFisher InvestmentsJuly 2005 - January 2009
Job FX Trade Operations at State Street Bank
Industry Financial Services
Experience
State Street Bank Implementation AssociateFisher InvestmentsJuly 2005 - January 2009
Skills
Portfolio Management, Retirement Planning, Asset Allocation, Fixed Income, Investment Strategies, Investment Advisory, Bloomberg, Alternative Investments, Asset Managment, Financial Modeling, Trading, ETFs, Global Custody, Equity Trading, Currency, Asset Management, Banking, Bloomberg Terminal
Education
University of Phoenix 2007 — 2011
Bachelor's degree, Business with emphasis in finance
State Street Bank Implementation AssociateFisher InvestmentsJuly 2005 - January 2009
Skills
Portfolio Management, Retirement Planning, Asset Allocation, Fixed Income, Investment Strategies, Investment Advisory, Bloomberg, Alternative Investments, Asset Managment, Financial Modeling, Trading, ETFs, Global Custody, Equity Trading, Currency, Asset Management, Banking, Bloomberg Terminal
Education
University of Phoenix 2007 — 2011
Bachelor's degree, Business with emphasis in finance
Johanna Harris Johanna Harris's State Street Bank Experience 2002 - 2013
Job CEO, Hire Fire and Retire LLC. Executive Coaching. Author, USE PROTECTION. Commissioner, Providence Board of Licenses.
Industry Human Resources
Experience
Hire Fire and Retire LLC July 2013 - Present
City of Providence January 2014 - Present
Preserve Rhode Island 2011 - Present
US Small Business Administration November 2013 - Present
Learning Connection October 2013 - Present
Friends of Fox Point Library 2010 - Present
State Street Bank 2002 - 2013
Rhode Island Black Heritage Society 2005 - 2010
WaterFire Providence 2007 - 2008
Coolidge Corner Theatre Foundation 2003 - 2006
Skills
Employee Relations, Employee Relations..., Employment Law..., Nonprofits, Training, Employment Law, Human Resources, Employment, Strategic Planning, Employee Benefits, Litigation, Succession Planning, Employee Engagement, Fundraising, Governance, Privacy Law, Corporate Actions, Mergers & Acquisitions, Performance Management, FMLA, Securities Regulation, Executive Pay, ERISA, Policy, Settlement, Securities, Pension Funds, Restructuring, Corporate Governance
Education
Villanova Law School
Doctor of Law (JD)
University of Pennsylvania
BA
Hire Fire and Retire LLC July 2013 - Present
City of Providence January 2014 - Present
Preserve Rhode Island 2011 - Present
US Small Business Administration November 2013 - Present
Learning Connection October 2013 - Present
Friends of Fox Point Library 2010 - Present
State Street Bank 2002 - 2013
Rhode Island Black Heritage Society 2005 - 2010
WaterFire Providence 2007 - 2008
Coolidge Corner Theatre Foundation 2003 - 2006
Skills
Employee Relations, Employee Relations..., Employment Law..., Nonprofits, Training, Employment Law, Human Resources, Employment, Strategic Planning, Employee Benefits, Litigation, Succession Planning, Employee Engagement, Fundraising, Governance, Privacy Law, Corporate Actions, Mergers & Acquisitions, Performance Management, FMLA, Securities Regulation, Executive Pay, ERISA, Policy, Settlement, Securities, Pension Funds, Restructuring, Corporate Governance
Education
Villanova Law School
Doctor of Law (JD)
University of Pennsylvania
BA
James Benninger James Benninger's State Street Bank Experience 2008 - 2010
Job Senior Vice President at Citizens Financial Group
Industry Financial Services
Experience
State Street 2010 - 2014
State Street Bank 2008 - 2010
State Street 2006 - 2008
State Street Bank 1999 - 2006
State Street Bank 1990 - 1999
Bank of New England (now Bank of America) 1988 - 1990
Skills
Credit Risk, Risk Management, Credit Analysis, Securitization, Credit, Workout, Bankruptcy, Equities, Fixed Income, Enterprise Risk..., Capital Markets, Securities
Education
University of Oklahoma - Price College of Business
BBA, Accounting
University of Oklahoma College of Law
JD/MBA, Law/business
State Street 2010 - 2014
State Street Bank 2008 - 2010
State Street 2006 - 2008
State Street Bank 1999 - 2006
State Street Bank 1990 - 1999
Bank of New England (now Bank of America) 1988 - 1990
Skills
Credit Risk, Risk Management, Credit Analysis, Securitization, Credit, Workout, Bankruptcy, Equities, Fixed Income, Enterprise Risk..., Capital Markets, Securities
Education
University of Oklahoma - Price College of Business
BBA, Accounting
University of Oklahoma College of Law
JD/MBA, Law/business
Sarah McMinimy's State Street Bank Experience June 2013 - July 2013
Job Knowledge Intern at Microinsurance Network
Industry Architecture & Planning
Experience
Microinsurance Network March 2014 - Present
University of Southern California August 2012 - Present
State Street Bank June 2013 - July 2013
State Street Bank June 2012 - July 2012
Skills
Photoshop, Research, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Social Media
Education
University of Southern California 2011 — 2015
Bachelor of Science (BS), Policy, Planning and Development - Sustainable Planning
International School of Luxembourg 2003 — 2011
International Baccalaureate
Microinsurance Network March 2014 - Present
University of Southern California August 2012 - Present
State Street Bank June 2013 - July 2013
State Street Bank June 2012 - July 2012
Skills
Photoshop, Research, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Social Media
Education
University of Southern California 2011 — 2015
Bachelor of Science (BS), Policy, Planning and Development - Sustainable Planning
International School of Luxembourg 2003 — 2011
International Baccalaureate
Brad White Jr. Brad White Jr.'s State Street Bank Experience June 2008 - March 2013
Job Corporate Actions Accounting Analyst at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors March 2013 - Present
State Street Bank June 2008 - March 2013
Skills
Detail oriented worker, Excellent written and..., Proficient in Microsof..., Driven to achieve new..., Skilled researcher, Financial Services
Education
University of New Hampshire 2004 — 2008
Bachelor's degree
State Street Global Advisors March 2013 - Present
State Street Bank June 2008 - March 2013
Skills
Detail oriented worker, Excellent written and..., Proficient in Microsof..., Driven to achieve new..., Skilled researcher, Financial Services
Education
University of New Hampshire 2004 — 2008
Bachelor's degree
Elicia Lora Elicia Lora's State Street Bank Experience July 2000 - December 2002
Job Operations Manager & Wealth Management Team Leader at MSMF
Industry Financial Services
Experience
MSMF Wealth Management December 2002 - Present
State Street Bank July 2000 - December 2002
State Street Bank July 2001 - January 2002
State Street Bank July 2000 - July 2001
Skills
Operations Management, Organizational..., Personnel Management, Business Development, Employee Relations, Client Relations Skills, Customer Service, Employee Training, HR Policies, Business Analysis, Project Management, Microsoft Office, Strategic Planning, Staff Retention, Relationship Mgmt, Event Planning, Financial Mgmt, Compliance Operations, Process Improvement, Insurance, Mutual Funds, Microsoft Excel, PowerPoint, Asset Allocation, Outlook, Fund Accounting, Recruiting
Education
University of Missouri-Saint Louis 1996 — 2000
Bachelor of Science, Accounting
Steelville R-3 High School
MSMF Wealth Management December 2002 - Present
State Street Bank July 2000 - December 2002
State Street Bank July 2001 - January 2002
State Street Bank July 2000 - July 2001
Skills
Operations Management, Organizational..., Personnel Management, Business Development, Employee Relations, Client Relations Skills, Customer Service, Employee Training, HR Policies, Business Analysis, Project Management, Microsoft Office, Strategic Planning, Staff Retention, Relationship Mgmt, Event Planning, Financial Mgmt, Compliance Operations, Process Improvement, Insurance, Mutual Funds, Microsoft Excel, PowerPoint, Asset Allocation, Outlook, Fund Accounting, Recruiting
Education
University of Missouri-Saint Louis 1996 — 2000
Bachelor of Science, Accounting
Steelville R-3 High School
Manoj Vijaykumar Manoj Vijaykumar's State Street Bank Experience November 2013 - Present
Job Exchange System Analyst AVP at State Street Bank
Industry Information Technology and Services
Experience
State Street Bank November 2013 - Present
Structure Networks December 2012 - November 2013
NUvasive Inc May 2010 - November 2012
SIGMAnet February 2010 - May 2010
Technijian February 2009 - February 2010
Capgemini Consulting November 2006 - April 2008
Wipro BPO December 2004 - November 2006
Skills
VCP, MCTS Exchange, MCTS Windows 2008, Active Directory, Messaging, System Center, Virtualization, Disaster Recovery, Hyper-V, System Administration, ITIL, VMware ESX, IT Operations, Security, Blackberry Enterprise..., VMware, Windows Server, Windows, Microsoft Exchange, Microsoft Technologies, Troubleshooting, Servers, VMware Infrastructure, vSphere, Microsoft Certified..., Operating Systems, Windows 7, Network Security, DNS, DHCP, Storage, VPN, IIS, Technical Support, Data Center, Cisco Technologies, Firewalls, Group Policy, SharePoint, SCCM
Education
University of Mumbai 1994 — 1997
Bachelor of Commerce (B.Com.), Finance & Accounting
St Francis DAssisi High School, Mumbai 1980 — 1992
State Street Bank November 2013 - Present
Structure Networks December 2012 - November 2013
NUvasive Inc May 2010 - November 2012
SIGMAnet February 2010 - May 2010
Technijian February 2009 - February 2010
Capgemini Consulting November 2006 - April 2008
Wipro BPO December 2004 - November 2006
Skills
VCP, MCTS Exchange, MCTS Windows 2008, Active Directory, Messaging, System Center, Virtualization, Disaster Recovery, Hyper-V, System Administration, ITIL, VMware ESX, IT Operations, Security, Blackberry Enterprise..., VMware, Windows Server, Windows, Microsoft Exchange, Microsoft Technologies, Troubleshooting, Servers, VMware Infrastructure, vSphere, Microsoft Certified..., Operating Systems, Windows 7, Network Security, DNS, DHCP, Storage, VPN, IIS, Technical Support, Data Center, Cisco Technologies, Firewalls, Group Policy, SharePoint, SCCM
Education
University of Mumbai 1994 — 1997
Bachelor of Commerce (B.Com.), Finance & Accounting
St Francis DAssisi High School, Mumbai 1980 — 1992
Matt Rutter Matt Rutter's State Street Bank Experience November 2003 - September 2005
Job Director of Programs and Marketing at Oregon Association of Minority Entrepreneurs
Industry Marketing and Advertising
Experience
OAME-Oregon Association of Minority Entrepreneurs July 2011 - Present
US Trust October 2005 - May 2011
State Street Bank November 2003 - September 2005
True Value Company November 2001 - September 2003
Skills
Asset Management, Marketing, Financial Services, Marketing Strategy, Advertising, Project Planning, Strategic Planning, Customer Service, Project Coordination, Investments, Loans
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 2000
Bachelors, Marketing
OAME-Oregon Association of Minority Entrepreneurs July 2011 - Present
US Trust October 2005 - May 2011
State Street Bank November 2003 - September 2005
True Value Company November 2001 - September 2003
Skills
Asset Management, Marketing, Financial Services, Marketing Strategy, Advertising, Project Planning, Strategic Planning, Customer Service, Project Coordination, Investments, Loans
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 2000
Bachelors, Marketing
Gaurang Mehta Gaurang Mehta's State Street Bank Experience March 2004 - March 2008
Job Software Consultant at Navy Federal Credit Union
Industry Information Technology and Services
Experience
Kforce Inc. August 2010 - Present
State of Missouri May 2009 - August 2010
Antares Management Solutions April 2008 - April 2009
State Street Bank March 2004 - March 2008
Oracle Financial Services Software Ltd March 2004 - March 2008
Syntel July 2000 - March 2004
Target Financial Services July 2000 - March 2004
Education
University of Mumbai 1997 — 2000
Bachelor Of Electronics Engineering, Electronics Engineering
University of Mumbai
Bachelor Of Engineering, Electronics
Kforce Inc. August 2010 - Present
State of Missouri May 2009 - August 2010
Antares Management Solutions April 2008 - April 2009
State Street Bank March 2004 - March 2008
Oracle Financial Services Software Ltd March 2004 - March 2008
Syntel July 2000 - March 2004
Target Financial Services July 2000 - March 2004
Education
University of Mumbai 1997 — 2000
Bachelor Of Electronics Engineering, Electronics Engineering
University of Mumbai
Bachelor Of Engineering, Electronics
Sue Moore Sue Moore's State Street Bank Experience July 1968 - March 1971
Job Associate Broker at Randall, Realtors Real Living
Industry Real Estate
Experience
Randall, Realtors Real Living May 2010 - Present
Moore Properties June 1984 - November 2008
State Street Bank July 1968 - March 1971
Skills
Negotiation
Education
National Association of Realtors 2002 — 2002
Certificate, Mediation
University of Rhode Island 1966 — 1968
BA, Mathematics, History
Lincoln School 1956 — 1963
High School
National Association of Realtors
Certificate, Professional Standards
Randall, Realtors Real Living May 2010 - Present
Moore Properties June 1984 - November 2008
State Street Bank July 1968 - March 1971
Skills
Negotiation
Education
National Association of Realtors 2002 — 2002
Certificate, Mediation
University of Rhode Island 1966 — 1968
BA, Mathematics, History
Lincoln School 1956 — 1963
High School
National Association of Realtors
Certificate, Professional Standards
Dylan Jones's State Street Bank Experience 1998 - 2000
Job Vice President Credit Officer at Banco Santander
Industry Financial Services
Experience
Santander Bank, N.A. May 2011 - Present
Bank of New York Mellon November 2008 - December 2010
World Capital Bancorp August 2005 - February 2008
First National Bank of Ipswich 2003 - 2005
Deutsche Bank June 2000 - January 2003
State Street Bank 1998 - 2000
Skills
Credit, Financial Analysis, Capital Markets, Banking, Due Diligence, Mergers & Acquisitions, Credit Risk, Commercial Lending, Financial Modeling, Finance, Bloomberg, Portfolio Management, Management, Analysis, Underwriting, Competitive Analysis, Credit Analysis, Cash Flow, Loans, Risk Management, Strategic Planning, Investment Banking, Commercial Banking, Marketing Strategy, Real Estate, Auditing, Training, Investments
Education
University of Rochester 1996 — 1998
MBA, Finance and Accounting
Wheaton College 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Santander Bank, N.A. May 2011 - Present
Bank of New York Mellon November 2008 - December 2010
World Capital Bancorp August 2005 - February 2008
First National Bank of Ipswich 2003 - 2005
Deutsche Bank June 2000 - January 2003
State Street Bank 1998 - 2000
Skills
Credit, Financial Analysis, Capital Markets, Banking, Due Diligence, Mergers & Acquisitions, Credit Risk, Commercial Lending, Financial Modeling, Finance, Bloomberg, Portfolio Management, Management, Analysis, Underwriting, Competitive Analysis, Credit Analysis, Cash Flow, Loans, Risk Management, Strategic Planning, Investment Banking, Commercial Banking, Marketing Strategy, Real Estate, Auditing, Training, Investments
Education
University of Rochester 1996 — 1998
MBA, Finance and Accounting
Wheaton College 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Samir Randive, CFA Samir Randive, CFA's State Street Bank Experience September 2002 - August 2004
Job at OTC Global Holdings
Industry Information Technology and Services
Experience
OTC Global Holdings LP March 2013 - Present
Knight Equity Markets October 2010 - February 2013
Bank of America Merrill Lynch April 2006 - October 2010
Putnam Investments September 2004 - March 2006
State Street Bank September 2002 - August 2004
Shaydes Systems LLC 2000 - 2002
Patni Computer Systems 1998 - 2000
Skills
Fixed Income, Trading Systems, Equities, Sybase
Education
CFA Institute
University of Mumbai
BE, Civil
OTC Global Holdings LP March 2013 - Present
Knight Equity Markets October 2010 - February 2013
Bank of America Merrill Lynch April 2006 - October 2010
Putnam Investments September 2004 - March 2006
State Street Bank September 2002 - August 2004
Shaydes Systems LLC 2000 - 2002
Patni Computer Systems 1998 - 2000
Skills
Fixed Income, Trading Systems, Equities, Sybase
Education
CFA Institute
University of Mumbai
BE, Civil
Brett Brase's State Street Bank Experience January 2011 - February 2012
Job Property Accountant at Block Real Estate Services
Industry Accounting
Experience
Block Real Estate Services April 2013 - Present
Kessinger Hunter February 2012 - April 2013
State Street Bank January 2011 - February 2012
Nickman Farms, Inc. April 2010 - November 2010
Nickman Farms, Inc. March 2010 - November 2010
Skills
Account Reconciliation, Accounting, QuickBooks
Education
University of Nebraska at Kearney 2007 — 2010
Bachelor of Science (B.S.), Accounting
Block Real Estate Services April 2013 - Present
Kessinger Hunter February 2012 - April 2013
State Street Bank January 2011 - February 2012
Nickman Farms, Inc. April 2010 - November 2010
Nickman Farms, Inc. March 2010 - November 2010
Skills
Account Reconciliation, Accounting, QuickBooks
Education
University of Nebraska at Kearney 2007 — 2010
Bachelor of Science (B.S.), Accounting
Michael Lyczak Michael Lyczak's State Street Bank Experience December 2004 - August 2012
Job Application Configuration Manager at State Street Corporation
Industry Banking
Experience
Wipro August 2012 - July 2013
State Street Bank December 2004 - August 2012
State Street Bank June 1997 - December 2004
Computer Associates (now CA Technologies) October 1988 - June 1997
Applied Data Research (acquired by Computer Associates) May 1988 - October 1988
Merrill Lynch June 1986 - May 1988
State of New Jersey, Dept of Law & Public Safety June 1985 - June 1986
State of New Jersey, Dept of Law & Public Safety March 1983 - June 1985
University of Pennsylvania January 1979 - May 1979
Skills
Databases, Technical Support, Enterprise Software
Education
University of Pennsylvania 1976 — 1980
Bachelor of Arts (BA), Biology (Computer Science minor)
Wipro August 2012 - July 2013
State Street Bank December 2004 - August 2012
State Street Bank June 1997 - December 2004
Computer Associates (now CA Technologies) October 1988 - June 1997
Applied Data Research (acquired by Computer Associates) May 1988 - October 1988
Merrill Lynch June 1986 - May 1988
State of New Jersey, Dept of Law & Public Safety June 1985 - June 1986
State of New Jersey, Dept of Law & Public Safety March 1983 - June 1985
University of Pennsylvania January 1979 - May 1979
Skills
Databases, Technical Support, Enterprise Software
Education
University of Pennsylvania 1976 — 1980
Bachelor of Arts (BA), Biology (Computer Science minor)
Tunc Tanin Tunc Tanin's State Street Bank Experience September 1996 - August 2005
Job President at Tunc Tanin
Industry Financial Services
Experience
Tunc Tanin October 2013 - Present
New York Life Insurance Company July 2005 - October 2013
State Street Bank September 1996 - August 2005
CGU September 1999 - December 1999
The Women's Union November 1994 - September 1996
Federal Reserve Bank of New York September 1993 - October 1994
Decima Research November 1992 - February 1993
Skills
Investments, Retirement Planning, Insurance, Financial Services, Securities, Key Person Protection, Portfolio Management, Asset Management, Finance, Mutual Funds, Annuity Sales, Licensed Life Insurance..., Strategic Financial..., Wealth Preservation..., Accounting, Investment Management, Hedge Funds, CRM, Retirement, Financial Advisory, Start-ups, Management, Analysis, Life Insurance, Training, Risk Management, Outsourcing, Networking, Banking, Negotiation, Wealth Management, Fixed Annuities, Financial Analysis, Disability Insurance, Estate Planning, IRAs, Tax, Financial Planners, Long-term Care, 401k, Equities, Alternative Investments, 401(k) Rollovers, Employee Benefits, Asset Allocation, Relationship Management, Investment Strategies, Small Business, Seperate large and..., Financial Planning
Education
University of Rochester 1998 — 1999
MBA
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 1999
Atakoy 1983 — 1985
Tunc Tanin October 2013 - Present
New York Life Insurance Company July 2005 - October 2013
State Street Bank September 1996 - August 2005
CGU September 1999 - December 1999
The Women's Union November 1994 - September 1996
Federal Reserve Bank of New York September 1993 - October 1994
Decima Research November 1992 - February 1993
Skills
Investments, Retirement Planning, Insurance, Financial Services, Securities, Key Person Protection, Portfolio Management, Asset Management, Finance, Mutual Funds, Annuity Sales, Licensed Life Insurance..., Strategic Financial..., Wealth Preservation..., Accounting, Investment Management, Hedge Funds, CRM, Retirement, Financial Advisory, Start-ups, Management, Analysis, Life Insurance, Training, Risk Management, Outsourcing, Networking, Banking, Negotiation, Wealth Management, Fixed Annuities, Financial Analysis, Disability Insurance, Estate Planning, IRAs, Tax, Financial Planners, Long-term Care, 401k, Equities, Alternative Investments, 401(k) Rollovers, Employee Benefits, Asset Allocation, Relationship Management, Investment Strategies, Small Business, Seperate large and..., Financial Planning
Education
University of Rochester 1998 — 1999
MBA
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 1999
Atakoy 1983 — 1985
Patrick Edgington's State Street Bank Experience October 2007 - August 2013
Job Electronic Engineering Tech Student at Harrisburg (PA) Area Community College
Industry Electrical/Electronic Manufacturing
Experience
State Street Bank October 2007 - August 2013
Amazon September 2006 - July 2007
WorkflowOne, A Standard Register Company (previously Relizon) April 2004 - April 2006
BNY Mellon October 2000 - March 2004
Skills
Securities, Corporate Actions, Financial Services, Mutual Funds, Equities, Fixed Income, Bloomberg, Accruals, Financial Risk
Education
University of Notre Dame
Bachelor of Arts (B.A.), Philosophy
State Street Bank October 2007 - August 2013
Amazon September 2006 - July 2007
WorkflowOne, A Standard Register Company (previously Relizon) April 2004 - April 2006
BNY Mellon October 2000 - March 2004
Skills
Securities, Corporate Actions, Financial Services, Mutual Funds, Equities, Fixed Income, Bloomberg, Accruals, Financial Risk
Education
University of Notre Dame
Bachelor of Arts (B.A.), Philosophy
Jay Janardhan Jay Janardhan's State Street Bank Experience 1998 - 2000
Job Member of the Board of Directors at Boston Product Management Association (BPMA)
Industry Information Technology and Services
Experience
Kaseya March 2014 - Present
Boston Product Management Association (BPMA) January 2013 - Present
Stratus Technologies January 2011 - Present
RSA The Security Division of EMC March 2009 - December 2010
RSA Security October 2006 - March 2009
Lakeview Technology July 2005 - October 2006
Availant July 2001 - October 2005
eCredit.com January 2000 - July 2001
State Street Bank 1998 - 2000
Lotus/Iris 1997 - 1998
Skills
Agile, Cloud Computing, Perl, Software Development, Storage, High Availability, Unix, Testing, Enterprise Software, Product Management, Virtualization, C, C++, Security, XML, Technical Leadership, Clustering, Scripting, SDLC, Scrum, Disaster Recovery, Quality Assurance, Requirements Analysis, Automation, Databases, Solaris, Storage Area Networks, Agile Methodologies, vCloud, VMware, Cloud, OpenStack, glance
Education
The National Institute of Engineering, University of Mysore 1989 — 1993
Bachelor of Engineering, Electronics & Communication
University of New Hampshire - Whittemore School of Business and Economics
MBA
Kaseya March 2014 - Present
Boston Product Management Association (BPMA) January 2013 - Present
Stratus Technologies January 2011 - Present
RSA The Security Division of EMC March 2009 - December 2010
RSA Security October 2006 - March 2009
Lakeview Technology July 2005 - October 2006
Availant July 2001 - October 2005
eCredit.com January 2000 - July 2001
State Street Bank 1998 - 2000
Lotus/Iris 1997 - 1998
Skills
Agile, Cloud Computing, Perl, Software Development, Storage, High Availability, Unix, Testing, Enterprise Software, Product Management, Virtualization, C, C++, Security, XML, Technical Leadership, Clustering, Scripting, SDLC, Scrum, Disaster Recovery, Quality Assurance, Requirements Analysis, Automation, Databases, Solaris, Storage Area Networks, Agile Methodologies, vCloud, VMware, Cloud, OpenStack, glance
Education
The National Institute of Engineering, University of Mysore 1989 — 1993
Bachelor of Engineering, Electronics & Communication
University of New Hampshire - Whittemore School of Business and Economics
MBA
Katrina Damon, CTFA's State Street Bank Experience June 2006 - June 2007
Job Vice President, Trust Officer II CTFA at US Trust
Industry Financial Services
Experience
U.S. Trust January 2015 - Present
U.S. Trust July 2013 - Present
US Trust August 2011 - Present
US Trust, Bank of America June 2010 - August 2011
US Trust, Bank of America Private Wealth Management June 2008 - August 2011
Bank of America Private Bank June 2007 - June 2008
State Street Bank June 2006 - June 2007
Skills
Certified Trust and..., Estate Planning, Investments, Wealth Management..., Investment Management, Strategy, High Net Worth..., Management, Program Management, Tax, Philanthropy, Trust Management, Customer Service, System Administration, Portfolio Management, Banking, Wealth Management, Asset Management, Mutual Funds, Equities
Education
University of Rhode Island 2002 — 2006
Bachelor of Arts (B.A.), Spanish and Communications
U.S. Trust January 2015 - Present
U.S. Trust July 2013 - Present
US Trust August 2011 - Present
US Trust, Bank of America June 2010 - August 2011
US Trust, Bank of America Private Wealth Management June 2008 - August 2011
Bank of America Private Bank June 2007 - June 2008
State Street Bank June 2006 - June 2007
Skills
Certified Trust and..., Estate Planning, Investments, Wealth Management..., Investment Management, Strategy, High Net Worth..., Management, Program Management, Tax, Philanthropy, Trust Management, Customer Service, System Administration, Portfolio Management, Banking, Wealth Management, Asset Management, Mutual Funds, Equities
Education
University of Rhode Island 2002 — 2006
Bachelor of Arts (B.A.), Spanish and Communications
Jim Meuleners Jim Meuleners's State Street Bank Experience April 1981 - Present
Job Vice President at State Street Bank
Industry Banking
Experience
State Street Bank April 1981 - Present
Investors Bank & Trust - Acquired by State Street 2001 - 2007
BGI - Acquired by Investors Bank and Trust 1995 - 2001
Skills
Equities, Back Office, Fixed Income, Securities Lending, Settlement, Training, Communication Skills, Negotiation, Mentoring, Preaching, Leadership Development, Board of Directors, Board Relations, Trading Systems, Investment Management, Middle Office, Bonds, Institutional..., Financial Markets, Trading, Mutual Funds, Equity Trading, Securities, Derivatives, ETFs, Asset Management, Investments
Education
University of Phoenix
M.Ed, Adult Education/Distance Learning
State Street Bank April 1981 - Present
Investors Bank & Trust - Acquired by State Street 2001 - 2007
BGI - Acquired by Investors Bank and Trust 1995 - 2001
Skills
Equities, Back Office, Fixed Income, Securities Lending, Settlement, Training, Communication Skills, Negotiation, Mentoring, Preaching, Leadership Development, Board of Directors, Board Relations, Trading Systems, Investment Management, Middle Office, Bonds, Institutional..., Financial Markets, Trading, Mutual Funds, Equity Trading, Securities, Derivatives, ETFs, Asset Management, Investments
Education
University of Phoenix
M.Ed, Adult Education/Distance Learning
Vicki Todd Vicki Todd's State Street Bank Experience March 1994 - November 1998
Job VP, Fund Accounting at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services February 2007 - Present
Jackson National Asset Management, LLC November 1998 - May 2005
State Street Bank March 1994 - November 1998
Skills
Mutual Funds, Management, Fund Accounting
Education
University of Nebraska-Lincoln
BS, Accounting
Gemini Fund Services February 2007 - Present
Jackson National Asset Management, LLC November 1998 - May 2005
State Street Bank March 1994 - November 1998
Skills
Mutual Funds, Management, Fund Accounting
Education
University of Nebraska-Lincoln
BS, Accounting
Jessie Luo Jessie Luo's State Street Bank Experience June 2011 - Present
Job Account Manager at State Street Bank
Industry Financial Services
Experience
State Street Bank June 2011 - Present
State Street Bank February 2007 - June 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Outlook, Bloomberg
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
Bachelor of Science (BS), Finance, General
State Street Bank June 2011 - Present
State Street Bank February 2007 - June 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Outlook, Bloomberg
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
Bachelor of Science (BS), Finance, General
Bennett Parmington Bennett Parmington's State Street Bank Experience November 2012 - September 2013
Job Operations Coordinator at Uber
Industry Investment Management
Experience
Uber October 2013 - Present
State Street Bank November 2012 - September 2013
University of Rochester Economics Department August 2011 - December 2011
Vintage Canoeworks, Inc. October 2007 - April 2009
Education
University of Rochester 2008 — 2012
Bachelor of Arts (BA), Financial Economics
City Honors High School 2000 — 2008
Advanced Regents Diploma, International Baccalaureate Diploma
Uber October 2013 - Present
State Street Bank November 2012 - September 2013
University of Rochester Economics Department August 2011 - December 2011
Vintage Canoeworks, Inc. October 2007 - April 2009
Education
University of Rochester 2008 — 2012
Bachelor of Arts (BA), Financial Economics
City Honors High School 2000 — 2008
Advanced Regents Diploma, International Baccalaureate Diploma
Thomas Reid Thomas Reid's State Street Bank Experience 2005 - 2006
Job Attorney/Partner Happe Reid, PC
Industry Law Practice
Experience
Happe Reid, PC June 2011 - Present
MTI Community College January 2011 - Present
The Burton Law Firm August 2008 - June 2011
The Law Office of Thomas D. Reid January 2006 - August 2008
State Street Bank 2005 - 2006
E*Trade Financial 2003 - 2005
Skills
Estate Planning, Litigation, Mediation, Real Estate, Estate Tax Planning, Legal Writing, Legal Research, Real Estate Transactions, Residential Homes, Conflict Resolution
Education
University of the Pacific - McGeorge School of Law 1999 — 2002
J.D.
University of Nevada-Reno 1993 — 1998
Happe Reid, PC June 2011 - Present
MTI Community College January 2011 - Present
The Burton Law Firm August 2008 - June 2011
The Law Office of Thomas D. Reid January 2006 - August 2008
State Street Bank 2005 - 2006
E*Trade Financial 2003 - 2005
Skills
Estate Planning, Litigation, Mediation, Real Estate, Estate Tax Planning, Legal Writing, Legal Research, Real Estate Transactions, Residential Homes, Conflict Resolution
Education
University of the Pacific - McGeorge School of Law 1999 — 2002
J.D.
University of Nevada-Reno 1993 — 1998
Anne Marie Blackman Anne Marie Blackman's State Street Bank Experience 1984 - 1995
Job Owner, My Ugly Christmas Sweater, Inc.
Industry Apparel & Fashion
Experience
My Ugly Christmas Sweater, Inc. January 2010 - Present
Freelance September 2012 - December 2012
Stay-At-Home-Mom 1995 - 2009
State Street Bank 1984 - 1995
Skills
Fashion, Blogging, Television, Sweaters, Entrepreneurship, Marketing, Public Relations, E-commerce, Interviews, Creative Direction, Customer Service, Styling, Sales, Magazines, Marketing Strategy, Advertising, Event Management, Leadership
Education
University of Rhode Island 1978 — 1982
BS, Computer Science
Franklin High School, Massachusetts 1974 — 1978
My Ugly Christmas Sweater, Inc. January 2010 - Present
Freelance September 2012 - December 2012
Stay-At-Home-Mom 1995 - 2009
State Street Bank 1984 - 1995
Skills
Fashion, Blogging, Television, Sweaters, Entrepreneurship, Marketing, Public Relations, E-commerce, Interviews, Creative Direction, Customer Service, Styling, Sales, Magazines, Marketing Strategy, Advertising, Event Management, Leadership
Education
University of Rhode Island 1978 — 1982
BS, Computer Science
Franklin High School, Massachusetts 1974 — 1978
Julee Sanderson Julee Sanderson's State Street Bank Experience September 2010 - Present
Job Vice President/Managing Director Global Markets Technology at State Street Bank and Trust
Industry Financial Services
Experience
State Street Bank September 2010 - Present
State Street Bank and Trust August 2007 - September 2010
State Street Bank June 1998 - August 2007
Skills
Network Architecture, Risk Management, Business Analysis, IT Strategy, Financial Services, Cloud Computing, Portfolio Management, Program Management, Relationship Management, Asset Managment, Back Office, ITIL Service Strategy, Vendor Management, Market Data, Electronic Trading..., Lean Transformation, Leading..., Executive Management, Corporate Actions, Trading Systems, Financial Markets, Capital Markets, Fixed Income, Leadership, Trading, Mutual Funds, Business Intelligence, Investment Banking, Banking, Governance, Alternative Investments, Team Leadership, Securities, Business Process, FX Options, Process Improvement, Strategy, Team Building, SDLC, Derivatives, Bloomberg, Equities, Middle Office, Electronic Trading, Analytics, Business Strategy, Settlement, Hedge Funds, CRM, Management
Education
University of New Hampshire 1982 — 1986
BA, Communications
Cushing Academy
State Street Bank September 2010 - Present
State Street Bank and Trust August 2007 - September 2010
State Street Bank June 1998 - August 2007
Skills
Network Architecture, Risk Management, Business Analysis, IT Strategy, Financial Services, Cloud Computing, Portfolio Management, Program Management, Relationship Management, Asset Managment, Back Office, ITIL Service Strategy, Vendor Management, Market Data, Electronic Trading..., Lean Transformation, Leading..., Executive Management, Corporate Actions, Trading Systems, Financial Markets, Capital Markets, Fixed Income, Leadership, Trading, Mutual Funds, Business Intelligence, Investment Banking, Banking, Governance, Alternative Investments, Team Leadership, Securities, Business Process, FX Options, Process Improvement, Strategy, Team Building, SDLC, Derivatives, Bloomberg, Equities, Middle Office, Electronic Trading, Analytics, Business Strategy, Settlement, Hedge Funds, CRM, Management
Education
University of New Hampshire 1982 — 1986
BA, Communications
Cushing Academy
Andrea LaPierre's State Street Bank Experience September 2006 - May 2008
Job Central Garage Accountant Financial Administrator II at State of Vermont
Industry Financial Services
Experience
State of Vermont November 2012 - Present
Ameriprise Financial Services, Inc. June 2009 - October 2012
State Street Bank September 2006 - May 2008
BNY Mellon January 2005 - September 2006
Skills
Mutual Funds, Strategic Financial..., Wealth Management, Financial Advisory, Asset Management, Financial Modeling, Accounting, Finance, Customer Service, Financial Planning, Public Speaking, Strategic Planning, Microsoft Excel, Marketing, Financial Services, Financial Analysis
Education
University of New Hampshire 2001 — 2003
B.S, Environmental & Resource Economics, Minor Business Administration, Minor Environmental Conservation
University of Rhode Island 1999 — 2001
State of Vermont November 2012 - Present
Ameriprise Financial Services, Inc. June 2009 - October 2012
State Street Bank September 2006 - May 2008
BNY Mellon January 2005 - September 2006
Skills
Mutual Funds, Strategic Financial..., Wealth Management, Financial Advisory, Asset Management, Financial Modeling, Accounting, Finance, Customer Service, Financial Planning, Public Speaking, Strategic Planning, Microsoft Excel, Marketing, Financial Services, Financial Analysis
Education
University of New Hampshire 2001 — 2003
B.S, Environmental & Resource Economics, Minor Business Administration, Minor Environmental Conservation
University of Rhode Island 1999 — 2001
Andrew Sheely Andrew Sheely's State Street Bank Experience November 1998 - July 2000
Job Director, Information Technology at Dyax Corp
Industry Pharmaceuticals
Experience
Dyax September 2013 - Present
Dyax June 2009 - September 2013
Dyax August 2007 - June 2009
Millennium Pharmaceuticals January 2005 - August 2007
Millennium Pharmaceuticals June 2004 - January 2005
Millennium Pharmaceuticals June 2002 - June 2004
Millennium Pharmaceuticals June 2001 - June 2002
WP Corcoran July 2000 - June 2001
State Street Bank November 1998 - July 2000
State Street Corporation 1995 - 2000
Skills
Lifesciences, Cross-functional Team..., Pharmaceutical Industry, Business Analysis, Process Improvement, Program Management, Integration, FDA, Biotechnology, Project Management, Business Process, CRM, Management, Quality Assurance, Software Development, Strategic Planning
Education
Regis University 2007 — 2011
MS, Computer Information Technology
ITIL
Foundation Certificate in Information Technology Service Management
University of Rhode Island
BA, Economics
Dyax September 2013 - Present
Dyax June 2009 - September 2013
Dyax August 2007 - June 2009
Millennium Pharmaceuticals January 2005 - August 2007
Millennium Pharmaceuticals June 2004 - January 2005
Millennium Pharmaceuticals June 2002 - June 2004
Millennium Pharmaceuticals June 2001 - June 2002
WP Corcoran July 2000 - June 2001
State Street Bank November 1998 - July 2000
State Street Corporation 1995 - 2000
Skills
Lifesciences, Cross-functional Team..., Pharmaceutical Industry, Business Analysis, Process Improvement, Program Management, Integration, FDA, Biotechnology, Project Management, Business Process, CRM, Management, Quality Assurance, Software Development, Strategic Planning
Education
Regis University 2007 — 2011
MS, Computer Information Technology
ITIL
Foundation Certificate in Information Technology Service Management
University of Rhode Island
BA, Economics
Michael Burns Jr Michael Burns Jr's State Street Bank Experience April 2014 - Present
Job Officer at State Street Bank
Industry Financial Services
Experience
State Street Bank April 2014 - Present
State Street Bank October 2012 - April 2014
State Street Bank September 2010 - October 2012
State Street Bank February 2008 - September 2010
Skills
Microsoft Office, Access, Excel, Outlook, PowerPoint, Word, Fund Accounting, Global Custody, Loan Servicing, Account Reconciliation, Training, Administration, Ad Hoc Reporting, Leveraged Finance, Financial Operations, Back Office, Middle Office, Customer Service, Supervisory Experience, Superior Client Service, Merchandise Planning, Troubleshooting, Accounting
Education
University of Rhode Island 2000 — 2004
B.S., Business Administration
State Street Bank April 2014 - Present
State Street Bank October 2012 - April 2014
State Street Bank September 2010 - October 2012
State Street Bank February 2008 - September 2010
Skills
Microsoft Office, Access, Excel, Outlook, PowerPoint, Word, Fund Accounting, Global Custody, Loan Servicing, Account Reconciliation, Training, Administration, Ad Hoc Reporting, Leveraged Finance, Financial Operations, Back Office, Middle Office, Customer Service, Supervisory Experience, Superior Client Service, Merchandise Planning, Troubleshooting, Accounting
Education
University of Rhode Island 2000 — 2004
B.S., Business Administration
Elizabeth J. Kenyon Elizabeth J. Kenyon's State Street Bank Experience April 2014 - June 2014
Job Senior Technical Writer
Industry Writing and Editing
Experience
ACI Worldwide (Formerly Retail Decisions) June 2014 - March 2015
State Street Bank April 2014 - June 2014
UMass Medical School, MA Health Exchange December 2012 - March 2014
The MathWorks February 2008 - March 2011
EJK Technical Publishing Services, LLC February 2001 - January 2008
GE Aircraft Engines January 1998 - January 2000
Vision R.E., LLC October 1998 - February 1999
Community College of Rhode Island September 1992 - December 1998
EG&G Sealol, Engineered Products Division June 1991 - September 1992
Skills
Technical Writing, Online Help, Manuals, Content Management, Content Development, Technical Documentation, Editing, Software Documentation, Technical Communication, FrameMaker, Adobe Acrobat, White Papers, Research, Engineering, RoboHelp, Arbortext, Information Architecture, Software Engineering, SnagIt, Software Development, Software Project..., HTML, Usability Testing, Proposal Writing, Web Content, Visio, Publishing, Proofreading, Single Sourcing, XML, E-Learning, DITA, User Experience, Instructional Design, User Interface Design, Content Strategy, Finite Element Analysis, ANSYS, P/THERMAL, Fluent, SIMPLE, Technical Editing
Education
University of Rhode Island 1993 — 1995
Ph.D. Candidate, Mechanical Engineering, Thermal/Fluid Sciences
University of Rhode Island 1987 — 1989
M.S.M.E., Thermal/Fluid Sciences
University of Rhode Island 1982 — 1986
B.S.M.E., Mechanical Engineering
Toll Gate High School 1978 — 1982
H.S., college prep
ACI Worldwide (Formerly Retail Decisions) June 2014 - March 2015
State Street Bank April 2014 - June 2014
UMass Medical School, MA Health Exchange December 2012 - March 2014
The MathWorks February 2008 - March 2011
EJK Technical Publishing Services, LLC February 2001 - January 2008
GE Aircraft Engines January 1998 - January 2000
Vision R.E., LLC October 1998 - February 1999
Community College of Rhode Island September 1992 - December 1998
EG&G Sealol, Engineered Products Division June 1991 - September 1992
Skills
Technical Writing, Online Help, Manuals, Content Management, Content Development, Technical Documentation, Editing, Software Documentation, Technical Communication, FrameMaker, Adobe Acrobat, White Papers, Research, Engineering, RoboHelp, Arbortext, Information Architecture, Software Engineering, SnagIt, Software Development, Software Project..., HTML, Usability Testing, Proposal Writing, Web Content, Visio, Publishing, Proofreading, Single Sourcing, XML, E-Learning, DITA, User Experience, Instructional Design, User Interface Design, Content Strategy, Finite Element Analysis, ANSYS, P/THERMAL, Fluent, SIMPLE, Technical Editing
Education
University of Rhode Island 1993 — 1995
Ph.D. Candidate, Mechanical Engineering, Thermal/Fluid Sciences
University of Rhode Island 1987 — 1989
M.S.M.E., Thermal/Fluid Sciences
University of Rhode Island 1982 — 1986
B.S.M.E., Mechanical Engineering
Toll Gate High School 1978 — 1982
H.S., college prep
Keith Snell, CFA Keith Snell, CFA's State Street Bank Experience May 2008 - October 2010
Job Business Development Consultant at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors May 2014 - Present
State Street Global Advisors February 2012 - May 2014
State Street Global Advisors October 2010 - February 2012
State Street Bank May 2008 - October 2010
International Group September 2007 - May 2008
Gary C Nardone, Building Contractor June 2005 - September 2007
Ford Motor Company January 2005 - May 2005
Skills
Comingled funds, ETFs,..., Investments, Equities, Futures,..., Portfolio Management, Accounting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
BS, Business Administratioin, Business Admin.
State Street Global Advisors May 2014 - Present
State Street Global Advisors February 2012 - May 2014
State Street Global Advisors October 2010 - February 2012
State Street Bank May 2008 - October 2010
International Group September 2007 - May 2008
Gary C Nardone, Building Contractor June 2005 - September 2007
Ford Motor Company January 2005 - May 2005
Skills
Comingled funds, ETFs,..., Investments, Equities, Futures,..., Portfolio Management, Accounting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
BS, Business Administratioin, Business Admin.
Brianna Perfetuo's State Street Bank Experience March 2012 - August 2013
Job Intern at Robeco
Industry Accounting
Experience
Robeco May 2015 - August 2015
Alnylam Pharmaceuticals June 2014 - August 2014
Manning Personnel Group, Inc. March 2014 - April 2014
State Street Bank March 2012 - August 2013
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Financial Analysis, Research, Accounting, Teamwork, Outlook, Social Media, Management
Education
University of New Hampshire 2012 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance, Junior
Norwell High School 2008 — 2012
Diploma
Robeco May 2015 - August 2015
Alnylam Pharmaceuticals June 2014 - August 2014
Manning Personnel Group, Inc. March 2014 - April 2014
State Street Bank March 2012 - August 2013
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Financial Analysis, Research, Accounting, Teamwork, Outlook, Social Media, Management
Education
University of New Hampshire 2012 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance, Junior
Norwell High School 2008 — 2012
Diploma
LaDawn Smith LaDawn Smith's State Street Bank Experience July 2000 - July 2005
Job Future student advisor at the University of Oklahoma College of Liberal Studies
Industry Consumer Services
Experience
University of Oklahoma February 2015 - Present
Pest Arrest July 2005 - February 2015
State Street Bank July 2000 - July 2005
Evereen Securities October 1998 - July 2000
George K. Baum & Company October 1995 - December 1997
US Navy August 1988 - March 1993
Skills
Human Resources, Human Resource Planning, Human Resource..., Strategic Human..., Process Scheduler, Office Management, Data Entry, Administrative..., Mutual Funds, Trade Finance, Wire Operator, Customer Service, Finance, Spreadsheets, Office Administration, Invoicing, Microsoft Word, Microsoft Excel, Office Equipment, Microsoft Office, Accounts Payable, Accounts Receivable, PowerPoint, File Management, QuickBooks, Outlook, Fax, 10 Key, Training, Recruiting, Management
Education
University of Oklahoma 2009 — 2012
Master of Arts (M.A.), Human Resources Development
University of Oklahoma 2007 — 2009
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
University of Oklahoma February 2015 - Present
Pest Arrest July 2005 - February 2015
State Street Bank July 2000 - July 2005
Evereen Securities October 1998 - July 2000
George K. Baum & Company October 1995 - December 1997
US Navy August 1988 - March 1993
Skills
Human Resources, Human Resource Planning, Human Resource..., Strategic Human..., Process Scheduler, Office Management, Data Entry, Administrative..., Mutual Funds, Trade Finance, Wire Operator, Customer Service, Finance, Spreadsheets, Office Administration, Invoicing, Microsoft Word, Microsoft Excel, Office Equipment, Microsoft Office, Accounts Payable, Accounts Receivable, PowerPoint, File Management, QuickBooks, Outlook, Fax, 10 Key, Training, Recruiting, Management
Education
University of Oklahoma 2009 — 2012
Master of Arts (M.A.), Human Resources Development
University of Oklahoma 2007 — 2009
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Brittany Tepper's State Street Bank Experience June 2011 - Present
Job Employee Communications Specialist
Industry Financial Services
Experience
State Street Bank June 2011 - Present
White House Black Market September 2010 - June 2011
Preston Marketing June 2010 - May 2011
Skills
Internal Communications, Corporate Communications, Employee Engagement, PowerPoint, Business Analysis, Microsoft Office, SharePoint, Social Networking, Social Media, Change Management, Marketing, Customer Service, Process Improvement, Sales, Financial Services, Analysis, Microsoft Word, Outlook, Team Leadership, Time Management, Microsoft Excel, PMO
Education
University of Rhode Island 2006 — 2010
Bachelor's degree, Textiles, Design and Merchandising
State Street Bank June 2011 - Present
White House Black Market September 2010 - June 2011
Preston Marketing June 2010 - May 2011
Skills
Internal Communications, Corporate Communications, Employee Engagement, PowerPoint, Business Analysis, Microsoft Office, SharePoint, Social Networking, Social Media, Change Management, Marketing, Customer Service, Process Improvement, Sales, Financial Services, Analysis, Microsoft Word, Outlook, Team Leadership, Time Management, Microsoft Excel, PMO
Education
University of Rhode Island 2006 — 2010
Bachelor's degree, Textiles, Design and Merchandising
Tim Upton's State Street Bank Experience June 2010 - April 2012
Job Assistant Project Manager at Commodore Builders
Industry Construction
Experience
Commodore Builders April 2015 - Present
Shawmut Design and Construction March 2012 - April 2015
State Street Bank June 2010 - April 2012
Skills
Equities, Capital Markets, Securities, Financial Services, Analysis, Trading, Accounting, Options, Financial Modeling, Financial Analysis, Management, Valuation, Bloomberg, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
Business Administration, Finance, Economics
Commodore Builders April 2015 - Present
Shawmut Design and Construction March 2012 - April 2015
State Street Bank June 2010 - April 2012
Skills
Equities, Capital Markets, Securities, Financial Services, Analysis, Trading, Accounting, Options, Financial Modeling, Financial Analysis, Management, Valuation, Bloomberg, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
Business Administration, Finance, Economics
Julie Benway Julie Benway's State Street Bank Experience September 2011 - July 2014
Job Associate 2 at State Street Bank
Industry Financial Services
Experience
Alphasimplex July 2014 - Present
State Street Bank September 2011 - July 2014
Arbella Insurance Group July 2010 - September 2011
Skills
Bloomberg, Fund Accounting, Mutual Funds, Financial Analysis, Financial Reporting, Equities, Financial Services, Securities, Microsoft Excel, Fixed Income, Risk Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
BS, Business Administration/Finance
Alphasimplex July 2014 - Present
State Street Bank September 2011 - July 2014
Arbella Insurance Group July 2010 - September 2011
Skills
Bloomberg, Fund Accounting, Mutual Funds, Financial Analysis, Financial Reporting, Equities, Financial Services, Securities, Microsoft Excel, Fixed Income, Risk Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
BS, Business Administration/Finance
Michael Grafton Michael Grafton's State Street Bank Experience June 2001 - January 2004
Job Consultant at Oakbrook Solutions
Industry Financial Services
Experience
Oakbrook Solutions October 2013 - Present
Wellington Management October 2012 - September 2013
BlackRock June 2011 - July 2012
BlackRock October 2007 - June 2011
State Street January 2004 - October 2007
State Street Bank June 2001 - January 2004
PFPC September 1998 - June 2001
Skills
Securities, Bloomberg, Fixed Income, Asset Management, Corporate Actions, Equities, Mutual Funds, Leadership, Alternative Investments, Management, Hedge Funds, Investment Management, Portfolio Management, Investments, Financial Services, Derivatives
Education
University of Phoenix 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
Oakbrook Solutions October 2013 - Present
Wellington Management October 2012 - September 2013
BlackRock June 2011 - July 2012
BlackRock October 2007 - June 2011
State Street January 2004 - October 2007
State Street Bank June 2001 - January 2004
PFPC September 1998 - June 2001
Skills
Securities, Bloomberg, Fixed Income, Asset Management, Corporate Actions, Equities, Mutual Funds, Leadership, Alternative Investments, Management, Hedge Funds, Investment Management, Portfolio Management, Investments, Financial Services, Derivatives
Education
University of Phoenix 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
Neal Richard Neal Richard's State Street Bank Experience November 1989 - August 1992
Job Principal & COO at Richard Brothers Financial Advisors
Industry Financial Services
Experience
Richard Brothers Financial Advisors April 1997 - Present
KeyCorp August 1992 - April 1997
State Street Bank November 1989 - August 1992
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Fixed Annuities, Mutual Funds, Insurance, Personal Finance, Investments, Portfolio Management, Financial Analysis, Strategic Planning, Investment Advisory, Asset Allocation, Investment Strategies, Alternative Investments, Financial Services, Financial Planning
Education
University of New Hampshire 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Richard Brothers Financial Advisors April 1997 - Present
KeyCorp August 1992 - April 1997
State Street Bank November 1989 - August 1992
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Fixed Annuities, Mutual Funds, Insurance, Personal Finance, Investments, Portfolio Management, Financial Analysis, Strategic Planning, Investment Advisory, Asset Allocation, Investment Strategies, Alternative Investments, Financial Services, Financial Planning
Education
University of New Hampshire 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Matt Hottel's State Street Bank Experience May 2010 - March 2012
Job Solution Architect (Medication Process) Cerner Corporation
Industry Health, Wellness and Fitness
Experience
Cerner Corporation March 2012 - Present
State Street Bank May 2010 - March 2012
Skills
Business Analysis, PeopleSoft, Software Implementation, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Customer Service, Leadership, Sales, Training, Management, Budgets
Education
University of Missouri-Kansas City 2005 — 2011
Master of Business Administration (MBA), Finance, General
Cerner Corporation March 2012 - Present
State Street Bank May 2010 - March 2012
Skills
Business Analysis, PeopleSoft, Software Implementation, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Customer Service, Leadership, Sales, Training, Management, Budgets
Education
University of Missouri-Kansas City 2005 — 2011
Master of Business Administration (MBA), Finance, General
Christopher Rourke Christopher Rourke's State Street Bank Experience May 2012 - January 2013
Job Finance Associate at New Balance
Industry Sporting Goods
Experience
New Balance March 2014 - Present
State Street January 2013 - March 2014
State Street Bank May 2012 - January 2013
URI Ram Fund September 2011 - December 2011
Quartet Technology, Inc June 2008 - August 2011
Skills
Microsoft Office, Data Analysis, Financial Analysis, Leadership, Cash Operations, Global Custody, QuickBooks, Financial Services, Client Relations
Education
University of Rhode Island 2008 — 2012
Bachelor of Science, Finance
Groton Dunstable Regional High School
New Balance March 2014 - Present
State Street January 2013 - March 2014
State Street Bank May 2012 - January 2013
URI Ram Fund September 2011 - December 2011
Quartet Technology, Inc June 2008 - August 2011
Skills
Microsoft Office, Data Analysis, Financial Analysis, Leadership, Cash Operations, Global Custody, QuickBooks, Financial Services, Client Relations
Education
University of Rhode Island 2008 — 2012
Bachelor of Science, Finance
Groton Dunstable Regional High School
Tricia Layden Pimentel's State Street Bank Experience July 2007 - July 2008
Job Database Administrator at Chameleon Group, LLC.
Industry Telecommunications
Experience
Chameleon Group, LLC. February 2013 - Present
The Common Man Family May 2011 - March 2014
Chameleon Group, LLC. September 2011 - February 2013
Prudential Financial November 2010 - September 2011
MIT January 2009 - September 2009
State Street Bank July 2007 - July 2008
Skills
Finance, Salesforce.com, Marketing, Management, Training, Time Management, Social Networking, Business Development, Account Management, Social Media, PowerPoint, Social Media Marketing, Leadership, Microsoft Excel, Customer Service, Sales
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
Bachelor of Science (B.S.), Management, Business Administration
Chameleon Group, LLC. February 2013 - Present
The Common Man Family May 2011 - March 2014
Chameleon Group, LLC. September 2011 - February 2013
Prudential Financial November 2010 - September 2011
MIT January 2009 - September 2009
State Street Bank July 2007 - July 2008
Skills
Finance, Salesforce.com, Marketing, Management, Training, Time Management, Social Networking, Business Development, Account Management, Social Media, PowerPoint, Social Media Marketing, Leadership, Microsoft Excel, Customer Service, Sales
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
Bachelor of Science (B.S.), Management, Business Administration
Evan Weibel Evan Weibel's State Street Bank Experience December 2003 - December 2005
Job Sales/Business Development at Language Scientific (formerly RIC International)
Industry Translation and Localization
Experience
Language Scientific November 2009 - Present
Language Scientific November 2009 - Present
Taycor Financial July 2007 - August 2009
AEW Capital Management January 2006 - June 2007
State Street Bank December 2003 - December 2005
Skills
Translation, Sales, Localization, Globalization, Technical Translation, Social Media
Education
University of Richmond - Robins School of Business 1999 — 2003
Bachelor, Finance, Marketing
Language Scientific November 2009 - Present
Language Scientific November 2009 - Present
Taycor Financial July 2007 - August 2009
AEW Capital Management January 2006 - June 2007
State Street Bank December 2003 - December 2005
Skills
Translation, Sales, Localization, Globalization, Technical Translation, Social Media
Education
University of Richmond - Robins School of Business 1999 — 2003
Bachelor, Finance, Marketing
Christine Tolson Christine Tolson's State Street Bank Experience December 2010 - May 2012
Job Accountant, AR and Revenue, PBM Specialty Accounting at CVS Health
Industry Accounting
Experience
CVS Health April 2015 - Present
CVS Health January 2014 - April 2015
Bradford Soap Works January 2012 - January 2014
State Street Bank December 2010 - May 2012
Global Spectrum September 2007 - December 2010
Waddell & Reed October 2009 - January 2010
Acosta Sales & Marketing June 2007 - August 2008
Skills
Software Documentation, Payroll, Accounts Receivable, Financial Analysis, Account Reconciliation, Invoicing, Accounting, Outlook, Bank Reconciliation, Financial Reporting, Fixed Assets, Analysis, Forecasting, Microsoft Excel, Spreadsheets, Leadership, GAAP, Time Management
Education
University of Rhode Island
Master of Business Administration (MBA)
University of Rhode Island - College of Business Administration 2007 — 2010
Finance
Franklin High School
CVS Health April 2015 - Present
CVS Health January 2014 - April 2015
Bradford Soap Works January 2012 - January 2014
State Street Bank December 2010 - May 2012
Global Spectrum September 2007 - December 2010
Waddell & Reed October 2009 - January 2010
Acosta Sales & Marketing June 2007 - August 2008
Skills
Software Documentation, Payroll, Accounts Receivable, Financial Analysis, Account Reconciliation, Invoicing, Accounting, Outlook, Bank Reconciliation, Financial Reporting, Fixed Assets, Analysis, Forecasting, Microsoft Excel, Spreadsheets, Leadership, GAAP, Time Management
Education
University of Rhode Island
Master of Business Administration (MBA)
University of Rhode Island - College of Business Administration 2007 — 2010
Finance
Franklin High School
Alexander Edelman's State Street Bank Experience June 2010 - August 2010
Job Fixed Income Trader at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors July 2015 - Present
State Street Global Advisors December 2012 - July 2015
Wipro Technologies June 2011 - December 2012
State Street Bank June 2010 - August 2010
State Street Bank June 2009 - August 2009
State Street Bank June 2008 - August 2008
Skills
Analysis, Microsoft Excel, Microsoft Office, Minerva, Portia, Access, CTM, Omgeo Oasys, Market Access, Bloomberg
Education
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Science, Business Administration, Finance
2016 Level II Candidate in the CFA Program
State Street Global Advisors July 2015 - Present
State Street Global Advisors December 2012 - July 2015
Wipro Technologies June 2011 - December 2012
State Street Bank June 2010 - August 2010
State Street Bank June 2009 - August 2009
State Street Bank June 2008 - August 2008
Skills
Analysis, Microsoft Excel, Microsoft Office, Minerva, Portia, Access, CTM, Omgeo Oasys, Market Access, Bloomberg
Education
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Science, Business Administration, Finance
2016 Level II Candidate in the CFA Program
Jeff Thibault Jeff Thibault's State Street Bank Experience 1993 - 1996
Job Partner SC Equity at GW&K Investment Management
Industry Investment Management
Experience
Gannett Welsh & Kotler September 2004 - Present
The Bank of New York 1998 - 2004
State Street Bank 1993 - 1996
Skills
Portfolio Management, Financial Services, Fixed Income, Equities, Asset Allocation, Asset Management, Alternative Investments, Hedge Funds, Bloomberg, Mutual Funds, Series 7, Investment Strategies, Investment Management, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA
University of Vermont 1987 — 1991
BS, Business and Finance
Gannett Welsh & Kotler September 2004 - Present
The Bank of New York 1998 - 2004
State Street Bank 1993 - 1996
Skills
Portfolio Management, Financial Services, Fixed Income, Equities, Asset Allocation, Asset Management, Alternative Investments, Hedge Funds, Bloomberg, Mutual Funds, Series 7, Investment Strategies, Investment Management, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA
University of Vermont 1987 — 1991
BS, Business and Finance
Seth W Towle's State Street Bank Experience March 1992 - August 1992
Job Consultant, Custom Engineering at Silverlink Communications
Industry Computer Software
Experience
Silverlink Communications March 2009 - Present
IBM August 2008 - January 2009
Ready-to-Run Software July 2006 - May 2008
IBM May 2002 - July 2006
Private Healthcare Systems 1997 - 2003
Ready-to-Run Software February 2000 - September 2000
Phoenix Technologies September 1992 - April 1993
State Street Bank March 1992 - August 1992
Wang Laboratories April 1990 - August 1992
Fidelity Investments November 1991 - March 1992
Skills
XML, Software Development, Healthcare, Microsoft SQL Server, Unix, Performance Tuning, Call Center, Embedded Systems, Integration, Agile Methodologies, ETL, Databases, SQL, Linux, Perl, Process Improvement, Requirements Analysis, Software Project..., SDLC, Testing, Enterprise Software
Education
University of New Hampshire 1980 — 1984
B.S.C.S.
Silverlink Communications March 2009 - Present
IBM August 2008 - January 2009
Ready-to-Run Software July 2006 - May 2008
IBM May 2002 - July 2006
Private Healthcare Systems 1997 - 2003
Ready-to-Run Software February 2000 - September 2000
Phoenix Technologies September 1992 - April 1993
State Street Bank March 1992 - August 1992
Wang Laboratories April 1990 - August 1992
Fidelity Investments November 1991 - March 1992
Skills
XML, Software Development, Healthcare, Microsoft SQL Server, Unix, Performance Tuning, Call Center, Embedded Systems, Integration, Agile Methodologies, ETL, Databases, SQL, Linux, Perl, Process Improvement, Requirements Analysis, Software Project..., SDLC, Testing, Enterprise Software
Education
University of New Hampshire 1980 — 1984
B.S.C.S.
Robyn Nichols, MBA Robyn Nichols, MBA's State Street Bank Experience July 2013 - December 2013
Job Assistant Manager at Signature Properties
Industry Financial Services
Experience
Signature Properties August 2014 - Present
Aon Banfield April 2014 - January 2015
Property Valuation Services December 2013 - April 2014
State Street Bank July 2013 - December 2013
H & R Block August 2011 - July 2013
Lowe's Home Improvement November 2008 - July 2012
City of Kansas City, MO August 2004 - December 2009
King Hershey, PC 2002 - 2004
Skills
Access, Microsoft Excel, Customer Service, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Research, Event Planning, Sales, Accounts Payable, Accounts Receivable, Tax, Financial Analysis, Accounting, General Ledger, PeopleSoft, Account Reconciliation, Time Management, Invoicing, Finance, Financial Statements, Data Entry, Accruals, Interviews, Property Tax, Data Analysis, Teamwork, Variance Analysis, Budgets, Management, Analysis, Public Speaking, Process Improvement, Leadership, Strategic Planning, Coaching, Training, Human Resources, Auditing, Team Leadership, Financial Reporting
Education
Park University 2012 — 2014
Master of Business Administration (MBA), Finance
University of Missouri-Kansas City 2000 — 2006
Bachelors ofLiberal Arts, Liberal Arts and Sciences/Liberal Studies
Signature Properties August 2014 - Present
Aon Banfield April 2014 - January 2015
Property Valuation Services December 2013 - April 2014
State Street Bank July 2013 - December 2013
H & R Block August 2011 - July 2013
Lowe's Home Improvement November 2008 - July 2012
City of Kansas City, MO August 2004 - December 2009
King Hershey, PC 2002 - 2004
Skills
Access, Microsoft Excel, Customer Service, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Research, Event Planning, Sales, Accounts Payable, Accounts Receivable, Tax, Financial Analysis, Accounting, General Ledger, PeopleSoft, Account Reconciliation, Time Management, Invoicing, Finance, Financial Statements, Data Entry, Accruals, Interviews, Property Tax, Data Analysis, Teamwork, Variance Analysis, Budgets, Management, Analysis, Public Speaking, Process Improvement, Leadership, Strategic Planning, Coaching, Training, Human Resources, Auditing, Team Leadership, Financial Reporting
Education
Park University 2012 — 2014
Master of Business Administration (MBA), Finance
University of Missouri-Kansas City 2000 — 2006
Bachelors ofLiberal Arts, Liberal Arts and Sciences/Liberal Studies
Roderick Machado Roderick Machado's State Street Bank Experience July 2006 - January 2008
Job Senior Operations Associate at Brown Advisory | Thoughtful Investing
Industry Financial Services
Experience
Brown Advisory June 2015 - Present
Highmount May 2012 - June 2015
GlobeOp Financial Services August 2010 - May 2012
Hedge Fund January 2008 - November 2008
State Street Bank July 2006 - January 2008
Scottrade March 2005 - May 2006
Skills
Fixed Income, Hedge Funds, Equities, Trading, Portfolio Management, Valuation, Bonds, Options, Swaps, Mutual Funds, Private Equity, Alternative Investments, Settlement, Bloomberg, Axys, Derivatives, Emerging Markets, Securities
Education
University of Rhode Island 2003 — 2006
B.A, Economics
Brown Advisory June 2015 - Present
Highmount May 2012 - June 2015
GlobeOp Financial Services August 2010 - May 2012
Hedge Fund January 2008 - November 2008
State Street Bank July 2006 - January 2008
Scottrade March 2005 - May 2006
Skills
Fixed Income, Hedge Funds, Equities, Trading, Portfolio Management, Valuation, Bonds, Options, Swaps, Mutual Funds, Private Equity, Alternative Investments, Settlement, Bloomberg, Axys, Derivatives, Emerging Markets, Securities
Education
University of Rhode Island 2003 — 2006
B.A, Economics
Todd Mascena's State Street Bank Experience 1992 - 1995
Job
Industry Legal Services
Experience
Ricoh Americas Corporation October 2013 - Present
Ricoh Americas Corporation (formerly IKON Legal Technology Services) October 2011 - October 2013
IKON Legal Technology Services 2008 - October 2011
Extra Innings - East Coast Baseball 2004 - 2010
Ibis Consulting, Inc. 2000 - 2004
Reuters 1995 - 2000
State Street Bank 1992 - 1995
Skills
Management, Business Development, Salesforce.com, Account Management, Solution Selling, SaaS, CRM, Sales Process, Document Management, Litigation Support, Contract Negotiation, Direct Sales, Marketing Strategy, New Business Development, Strategic Planning
Education
University of Pennsylvania 1988 — 1992
BS Economics
Bishop Hendricken HS 1985 — 1988
Ricoh Americas Corporation October 2013 - Present
Ricoh Americas Corporation (formerly IKON Legal Technology Services) October 2011 - October 2013
IKON Legal Technology Services 2008 - October 2011
Extra Innings - East Coast Baseball 2004 - 2010
Ibis Consulting, Inc. 2000 - 2004
Reuters 1995 - 2000
State Street Bank 1992 - 1995
Skills
Management, Business Development, Salesforce.com, Account Management, Solution Selling, SaaS, CRM, Sales Process, Document Management, Litigation Support, Contract Negotiation, Direct Sales, Marketing Strategy, New Business Development, Strategic Planning
Education
University of Pennsylvania 1988 — 1992
BS Economics
Bishop Hendricken HS 1985 — 1988
Erik Delorey's State Street Bank Experience June 1997 - June 2000
Job Product Marketing Manager at Empirix
Industry Information Technology and Services
Experience
Empirix January 2015 - Present
Empirix January 2010 - Present
Interactive Intelligence November 2007 - May 2010
Empirix January 2005 - November 2007
Empirix June 2000 - November 2007
State Street Bank June 1997 - June 2000
Skills
VB.net, VoIP, Test Automation, IVR, SIP, ISDN, Salesforce.com, Siebel, .NET, SAP, CTI, Telecommunications, Unified Communications, Telephony, Cloud Computing, Contact Centers, Sales Engineering, SaaS, Call Center, Enterprise Software, Pre-sales, IP, Avaya, H.323, Video over IP, IP Multimedia Subsystem, Pre-Sales Initiatives, Integration, Call Centers, Testing, Networking, VB.NET, Professional Services, Solution Selling, Databases, Avaya Technologies, Strategy
Education
University of Phoenix 2005 — 2007
MBA
Westfield State University 1993 — 1997
Bachelors
North Quincy 1989 — 1993
Empirix January 2015 - Present
Empirix January 2010 - Present
Interactive Intelligence November 2007 - May 2010
Empirix January 2005 - November 2007
Empirix June 2000 - November 2007
State Street Bank June 1997 - June 2000
Skills
VB.net, VoIP, Test Automation, IVR, SIP, ISDN, Salesforce.com, Siebel, .NET, SAP, CTI, Telecommunications, Unified Communications, Telephony, Cloud Computing, Contact Centers, Sales Engineering, SaaS, Call Center, Enterprise Software, Pre-sales, IP, Avaya, H.323, Video over IP, IP Multimedia Subsystem, Pre-Sales Initiatives, Integration, Call Centers, Testing, Networking, VB.NET, Professional Services, Solution Selling, Databases, Avaya Technologies, Strategy
Education
University of Phoenix 2005 — 2007
MBA
Westfield State University 1993 — 1997
Bachelors
North Quincy 1989 — 1993
Anil Murthy's State Street Bank Experience December 2005 - Present
Job Senior Consultant Risk and Regulatory (Basel, CCAR)
Industry Financial Services
Experience
State Street Bank December 2005 - Present
Skills
Business Analysis, Data Warehousing, Financial Analysis, Gap Analysis, Business Intelligence, Business Requirements, Requirements Gathering, Systems Analysis, Credit Risk, Economic Capital, Regulatory Capital, Microsoft Excel, Basel II, Basel III, ICAAP, Basel I, Microsoft Project, Microsoft Visio, SQL, Consulting, Dodd-Frank, Visio, Requirements Analysis, SDLC, Business Process...
Education
State University of New York 2003 — 2005
MBA, Finance and Information Systems
University of Mumbai
BS, Accounting
State Street Bank December 2005 - Present
Skills
Business Analysis, Data Warehousing, Financial Analysis, Gap Analysis, Business Intelligence, Business Requirements, Requirements Gathering, Systems Analysis, Credit Risk, Economic Capital, Regulatory Capital, Microsoft Excel, Basel II, Basel III, ICAAP, Basel I, Microsoft Project, Microsoft Visio, SQL, Consulting, Dodd-Frank, Visio, Requirements Analysis, SDLC, Business Process...
Education
State University of New York 2003 — 2005
MBA, Finance and Information Systems
University of Mumbai
BS, Accounting
Kavita Nayak's State Street Bank Experience 2007 - 2009
Job Consultant at BMC Software
Industry Computer Software
Experience
BMC Software July 2009 - Present
State Street Bank 2007 - 2009
Investors Bank & Trust 2002 - 2007
Datamatics 1993 - 1994
Birla Consultancy 1992 - 1993
Skills
Data Warehousing, Business Analysis, Enterprise Architecture, SDLC
Education
University of Mumbai
BMC Software July 2009 - Present
State Street Bank 2007 - 2009
Investors Bank & Trust 2002 - 2007
Datamatics 1993 - 1994
Birla Consultancy 1992 - 1993
Skills
Data Warehousing, Business Analysis, Enterprise Architecture, SDLC
Education
University of Mumbai
Matthew Allaire's State Street Bank Experience September 1996 - February 2000
Job President & Owner
Industry Marketing and Advertising
Experience
PGA Marketing October 2001 - Present
Kforce March 2000 - September 2001
State Street Bank September 1996 - February 2000
Skills
Retail, Sales, Team Building, Trade Shows, Product Development, Marketing, Merchandising, Sales Management, Marketing Strategy, New Business Development, Manufacturing, Strategic Planning, Account Management
Education
University of New Hampshire 1992 — 1996
BA, Communications
PGA Marketing October 2001 - Present
Kforce March 2000 - September 2001
State Street Bank September 1996 - February 2000
Skills
Retail, Sales, Team Building, Trade Shows, Product Development, Marketing, Merchandising, Sales Management, Marketing Strategy, New Business Development, Manufacturing, Strategic Planning, Account Management
Education
University of New Hampshire 1992 — 1996
BA, Communications
Bhushan Kulkarni, CFA's State Street Bank Experience January 2008 - October 2013
Job VP at State Street
Industry Information Technology and Services
Experience
State Street October 2013 - Present
State Street Bank January 2008 - October 2013
UBS Investment Bank August 2006 - December 2007
State Street June 2003 - July 2006
i-flex solutions/ Oracle Financials August 2000 - May 2003
Skills
Calypso, Risk Management, Middle Office, Business Requirements, Fixed Income, SWIFT payments, Corporate Actions, Business Analysis, Securities Lending, SDLC, Derivatives, Financial Services, Summit, Project Management, Team Leadership, Product Development, Market Data, OTC Derivatives Clearing, CFA, Equity Trading, Clearing, Team Building, Project Coordination, Mentoring, Back Office, Swaps, Securities Finance, Equity Swaps, Securities
Education
University of Mumbai 1996 — 2000
Bachelor in Engineering
CFA
CFA
State Street October 2013 - Present
State Street Bank January 2008 - October 2013
UBS Investment Bank August 2006 - December 2007
State Street June 2003 - July 2006
i-flex solutions/ Oracle Financials August 2000 - May 2003
Skills
Calypso, Risk Management, Middle Office, Business Requirements, Fixed Income, SWIFT payments, Corporate Actions, Business Analysis, Securities Lending, SDLC, Derivatives, Financial Services, Summit, Project Management, Team Leadership, Product Development, Market Data, OTC Derivatives Clearing, CFA, Equity Trading, Clearing, Team Building, Project Coordination, Mentoring, Back Office, Swaps, Securities Finance, Equity Swaps, Securities
Education
University of Mumbai 1996 — 2000
Bachelor in Engineering
CFA
CFA
Phil McGowan's State Street Bank Experience July 2007 - December 2008
Job Chief Operating Officer Private Equity & Real Estate at State Street
Industry Financial Services
Experience
State Street September 2014 - Present
State Street September 2010 - August 2014
HFX Capital Corporation Limited January 2009 - September 2010
State Street Bank July 2007 - December 2008
Investors Bank & Trust Co. July 1991 - June 2007
Skills
Financial Services, Alternative Investments, Hedge Funds, Asset Management, Mutual Funds, Investments, Derivatives, Management, Equities, Securities
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
Bachelor of Arts (BA), Economics
State Street September 2014 - Present
State Street September 2010 - August 2014
HFX Capital Corporation Limited January 2009 - September 2010
State Street Bank July 2007 - December 2008
Investors Bank & Trust Co. July 1991 - June 2007
Skills
Financial Services, Alternative Investments, Hedge Funds, Asset Management, Mutual Funds, Investments, Derivatives, Management, Equities, Securities
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
Bachelor of Arts (BA), Economics
Nellie Bushman's State Street Bank Experience 1998 - 1999
Job Senior Quality Specialist: at Sadra Medical, a Boston Scientific company
Industry Medical Devices
Experience
Sadra Medical, a Boston Scientific company October 2013 - Present
ZONARE Medical Systems, Inc. September 2012 - October 2013
Varian Medical Systems August 2010 - August 2012
Boston Scientific Corporation 2007 - September 2010
Hospira 2001 - 2007
Abbott Diagnostics 2001 - 2003
State Street Bank 1998 - 1999
Comdisco 1996 - 1998
Skills
Medical Devices, FDA, ISO 13485, Quality System, CAPA, Validation, GMP, Design Control, V&V, Root Cause Analysis, Six Sigma, Quality Auditing, Cross-functional Team..., Software Documentation, Quality Management, ISO, Quality Control, 21 CFR Part 11, Lean Manufacturing, Kaizen, Computer System..., Manufacturing, Auditing, Quality Assurance, Testing, Process Engineering
Education
University of Phoenix 2001 — 2006
B.S, Business Management
Sadra Medical, a Boston Scientific company October 2013 - Present
ZONARE Medical Systems, Inc. September 2012 - October 2013
Varian Medical Systems August 2010 - August 2012
Boston Scientific Corporation 2007 - September 2010
Hospira 2001 - 2007
Abbott Diagnostics 2001 - 2003
State Street Bank 1998 - 1999
Comdisco 1996 - 1998
Skills
Medical Devices, FDA, ISO 13485, Quality System, CAPA, Validation, GMP, Design Control, V&V, Root Cause Analysis, Six Sigma, Quality Auditing, Cross-functional Team..., Software Documentation, Quality Management, ISO, Quality Control, 21 CFR Part 11, Lean Manufacturing, Kaizen, Computer System..., Manufacturing, Auditing, Quality Assurance, Testing, Process Engineering
Education
University of Phoenix 2001 — 2006
B.S, Business Management
Lesley Lendh's State Street Bank Experience March 2012 - Present
Job Officer Client Service Manager at State Street Bank
Industry Financial Services
Experience
State Street Bank March 2012 - Present
State Street Bank December 2010 - April 2012
State Street February 2007 - December 2010
Skills
Bloomberg, Asset Managment, Investments, Risk Management, Microsoft Excel, Fund Accounting, Mutual Funds, Fixed Income, Equities, Securities, Derivatives, Corporate Actions, Customer Service, Global Custody, Middle Office, Retail, Financial Services, Bloomberg Terminal, Client Services, Portfolio Management, Hedge Funds, Financial Analysis, Alternative Investments, Banking, Finance
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2001
Bachelor of Science (BS), Business Administration/Finance
State Street Bank March 2012 - Present
State Street Bank December 2010 - April 2012
State Street February 2007 - December 2010
Skills
Bloomberg, Asset Managment, Investments, Risk Management, Microsoft Excel, Fund Accounting, Mutual Funds, Fixed Income, Equities, Securities, Derivatives, Corporate Actions, Customer Service, Global Custody, Middle Office, Retail, Financial Services, Bloomberg Terminal, Client Services, Portfolio Management, Hedge Funds, Financial Analysis, Alternative Investments, Banking, Finance
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2001
Bachelor of Science (BS), Business Administration/Finance
Neetu Punwani's State Street Bank Experience 2013 - Present
Job Senior Business Analyst Consultant at State Street Bank
Industry Information Technology and Services
Experience
State Street Bank 2013 - Present
Yale University March 2011 - February 2012
John Hancock 2012 - 2012
A.P Moller - Maersk A/S, Denmark, Copenhagen January 2009 - June 2010
Maersk Line June 2007 - December 2008
A.P.Moller - Maersk A/S May 2005 - May 2007
Maersk Kanoo UAE LLC May 2002 - April 2005
Mars February 2001 - May 2002
Skills
Process Improvement, Strategy, Six Sigma, Project Management, CRM, Business Process, Outsourcing, Management, Change Management, Lean Transformation, Project Planning, Quality Assurance, Business Analysis, Business Strategy, Training, Leadership, Service Delivery
Education
Copenhagen, Performance Institute
Pune University, Sinhgad College
BS
University of Pune
B.S
State Street Bank 2013 - Present
Yale University March 2011 - February 2012
John Hancock 2012 - 2012
A.P Moller - Maersk A/S, Denmark, Copenhagen January 2009 - June 2010
Maersk Line June 2007 - December 2008
A.P.Moller - Maersk A/S May 2005 - May 2007
Maersk Kanoo UAE LLC May 2002 - April 2005
Mars February 2001 - May 2002
Skills
Process Improvement, Strategy, Six Sigma, Project Management, CRM, Business Process, Outsourcing, Management, Change Management, Lean Transformation, Project Planning, Quality Assurance, Business Analysis, Business Strategy, Training, Leadership, Service Delivery
Education
Copenhagen, Performance Institute
Pune University, Sinhgad College
BS
University of Pune
B.S
Brendan Dee's State Street Bank Experience CSAPutnam InvestmentsJanuary 2002 - March 2006
Job CSR at State Street Bank
Industry Banking
Experience
State Street Bank CSAPutnam InvestmentsJanuary 2002 - March 2006
Education
University of North Carolina at Greensboro 1996 — 1999
State Street Bank CSAPutnam InvestmentsJanuary 2002 - March 2006
Education
University of North Carolina at Greensboro 1996 — 1999
Manish Parikh's State Street Bank Experience January 2008 - Present
Job Vice President at State Street Bank
Industry Information Technology and Services
Experience
State Street Bank January 2008 - Present
SunGard March 2006 - January 2008
SSgA 2000 - 2005
Dataware Solutions 1998 - 2004
Trilogy Software Pvt. Ltd., India 1994 - 1996
Skills
SDLC, Enterprise Architecture, SOA, Financial Services, Software Project..., Software Development, Agile Methodologies, SQL, Cloud Computing, Business Analysis, Vendor Management, Data Warehousing, Integration, Business Intelligence, IT Strategy
Education
University of Mumbai 1990 — 1993
BS, Electronics
State Street Bank January 2008 - Present
SunGard March 2006 - January 2008
SSgA 2000 - 2005
Dataware Solutions 1998 - 2004
Trilogy Software Pvt. Ltd., India 1994 - 1996
Skills
SDLC, Enterprise Architecture, SOA, Financial Services, Software Project..., Software Development, Agile Methodologies, SQL, Cloud Computing, Business Analysis, Vendor Management, Data Warehousing, Integration, Business Intelligence, IT Strategy
Education
University of Mumbai 1990 — 1993
BS, Electronics
Christopher Kelly's State Street Bank Experience November 1995 - September 2000
Job Director Human Resources at Kering Americas
Industry Human Resources
Experience
Kering Americas November 2013 - Present
PUMA North America, Inc November 2009 - October 2013
The Timberland Company September 2000 - October 2009
State Street Bank November 1995 - September 2000
State Street Bank 1995 - 2000
Chase Manhattan Corporation April 1988 - November 1995
Education
University of New Hampshire 1982 — 1986
BA, Communications
Kering Americas November 2013 - Present
PUMA North America, Inc November 2009 - October 2013
The Timberland Company September 2000 - October 2009
State Street Bank November 1995 - September 2000
State Street Bank 1995 - 2000
Chase Manhattan Corporation April 1988 - November 1995
Education
University of New Hampshire 1982 — 1986
BA, Communications
Sean FitzPatrick, CFA's State Street Bank Experience 1994 - 1996
Job Investigator at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority January 2005 - Present
Legg Mason Wood Walker 1999 - 2005
Wellington Management 1998 - 1999
First Data Investors Services Group 1996 - 1998
State Street Bank 1994 - 1996
Skills
Securities, FINRA, Investments, Bloomberg, Mutual Funds, Equities, Asset Managment, Derivatives, Securities Regulation, Asset Management, Fixed Income, Hedge Funds, Options, Financial Services, Financial Analysis, Alternative Investments, Risk Management, Management, Portfolio Management, Finance, Capital Markets, Due Diligence, Financial Modeling
Education
University of Notre Dame 1990 — 1994
BBA, Finance
Financial Industry Regulatory Authority January 2005 - Present
Legg Mason Wood Walker 1999 - 2005
Wellington Management 1998 - 1999
First Data Investors Services Group 1996 - 1998
State Street Bank 1994 - 1996
Skills
Securities, FINRA, Investments, Bloomberg, Mutual Funds, Equities, Asset Managment, Derivatives, Securities Regulation, Asset Management, Fixed Income, Hedge Funds, Options, Financial Services, Financial Analysis, Alternative Investments, Risk Management, Management, Portfolio Management, Finance, Capital Markets, Due Diligence, Financial Modeling
Education
University of Notre Dame 1990 — 1994
BBA, Finance
Prashant Gera's State Street Bank Experience January 2002 - March 2008
Job Manager of Software Development at Pearson
Industry Information Technology and Services
Experience
Pearson North America July 2012 - Present
IntraLinks October 2009 - June 2012
Standard & Poor's March 2009 - October 2009
Brown Brothers Harriman March 2008 - March 2009
State Street Bank January 2002 - March 2008
Datamatic India January 1998 - October 2002
Skills
Java, Spring, Hibernate, Struts, Financial Services, RESTful WebServices, Investment Banking, Agile Methodologies
Education
University of Mumbai
Bachelor of Engineering, Electronics
Pearson North America July 2012 - Present
IntraLinks October 2009 - June 2012
Standard & Poor's March 2009 - October 2009
Brown Brothers Harriman March 2008 - March 2009
State Street Bank January 2002 - March 2008
Datamatic India January 1998 - October 2002
Skills
Java, Spring, Hibernate, Struts, Financial Services, RESTful WebServices, Investment Banking, Agile Methodologies
Education
University of Mumbai
Bachelor of Engineering, Electronics
Jan C Sikora's State Street Bank Experience December 1999 - November 2005
Job Assistant Vice President at State Street Corporation
Industry Financial Services
Experience
State Street May 2011 - Present
State Street November 2005 - May 2011
State Street Bank December 1999 - November 2005
VERC Enterprises Inc. November 1997 - November 1999
VERC Enterprises Inc. November 1995 - November 1997
VERC Enterprises Inc. January 1990 - November 1995
Skills
Training, Instructional Design, Photoshop, Graphic Design, PowerPoint, Leadership, Program Management, Management, Leadership Development, Talent Management, Financial Services, Mutual Funds, SharePoint, Fund Accounting, Fixed Income, Customer Service, SDLC, Visio, Onboarding, Process Improvement, Banking, Coaching, E-Learning, Accounting, Marketing, Risk Management, Business Analysis, Finance, Organizational..., Securities, Performance Management, Training Delivery, Employee Training, Microsoft Excel, Analysis
Education
University of Phoenix
Bachelor's Degree, Business Management, 3.89 GPA
State Street May 2011 - Present
State Street November 2005 - May 2011
State Street Bank December 1999 - November 2005
VERC Enterprises Inc. November 1997 - November 1999
VERC Enterprises Inc. November 1995 - November 1997
VERC Enterprises Inc. January 1990 - November 1995
Skills
Training, Instructional Design, Photoshop, Graphic Design, PowerPoint, Leadership, Program Management, Management, Leadership Development, Talent Management, Financial Services, Mutual Funds, SharePoint, Fund Accounting, Fixed Income, Customer Service, SDLC, Visio, Onboarding, Process Improvement, Banking, Coaching, E-Learning, Accounting, Marketing, Risk Management, Business Analysis, Finance, Organizational..., Securities, Performance Management, Training Delivery, Employee Training, Microsoft Excel, Analysis
Education
University of Phoenix
Bachelor's Degree, Business Management, 3.89 GPA
Pat Cogan's State Street Bank Experience April 2007 - March 2012
Job Senior Financial Planning and Analysis Consultant at Sarepta Therapeutics
Industry Financial Services
Experience
Sarepta Therapeutics June 2015 - Present
Rapid Micro Biosystems February 2015 - June 2015
FORUM Pharmaceuticals February 2014 - December 2014
State Street March 2012 - September 2013
State Street Bank April 2007 - March 2012
Teradyne September 1990 - April 2007
Coopers & Lybrand September 1986 - September 1990
Coopers & Lybrand 1986 - 1990
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Accounting, Internal Controls, Forecasting, Auditing, Process Improvement, Essbase, Finance, SEC filings, Strategic Financial..., Corporate Finance, Hyperion Enterprise, Due Diligence, Budgets, Sarbanes-Oxley, Managerial Finance, Risk Management, Financial Accounting, Revenue Recognition, Valuation, US GAAP, Microsoft Excel, General Ledger, Business Process..., Variance Analysis, Cross-functional Team..., Internal Audit, PeopleSoft, Mergers & Acquisitions, GAAP, Analysis, CPA, Fixed Assets, Financial Audits, Financial Planning
Education
University of Notre Dame 1982 — 1986
BBA, Accounting
Sarepta Therapeutics June 2015 - Present
Rapid Micro Biosystems February 2015 - June 2015
FORUM Pharmaceuticals February 2014 - December 2014
State Street March 2012 - September 2013
State Street Bank April 2007 - March 2012
Teradyne September 1990 - April 2007
Coopers & Lybrand September 1986 - September 1990
Coopers & Lybrand 1986 - 1990
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Accounting, Internal Controls, Forecasting, Auditing, Process Improvement, Essbase, Finance, SEC filings, Strategic Financial..., Corporate Finance, Hyperion Enterprise, Due Diligence, Budgets, Sarbanes-Oxley, Managerial Finance, Risk Management, Financial Accounting, Revenue Recognition, Valuation, US GAAP, Microsoft Excel, General Ledger, Business Process..., Variance Analysis, Cross-functional Team..., Internal Audit, PeopleSoft, Mergers & Acquisitions, GAAP, Analysis, CPA, Fixed Assets, Financial Audits, Financial Planning
Education
University of Notre Dame 1982 — 1986
BBA, Accounting
Jonathan McHugh's State Street Bank Experience February 2006 - January 2008
Job Priority Capital
Industry Financial Services
Experience
Priority Capital May 2008 - Present
State Street Bank February 2006 - January 2008
IAC January 2005 - February 2006
Education
University of Rhode Island - College of Business Administration 2001 — 2005
Priority Capital May 2008 - Present
State Street Bank February 2006 - January 2008
IAC January 2005 - February 2006
Education
University of Rhode Island - College of Business Administration 2001 — 2005
JP Powers's State Street Bank Experience March 2005 - December 2006
Job Portfolio Manager at Ropes Wealth Advisors LLC
Industry Investment Management
Experience
Ropes Wealth Advisors LLC January 2015 - Present
Banyan Partners August 2013 - December 2014
Silver Bridge July 2010 - August 2013
Silver Bridge 2006 - July 2010
State Street Bank March 2005 - December 2006
Skills
Fixed Income, Bloomberg, Asset Allocation, Mutual Funds, Investments, Equities, Portfolio Management, Asset Management, Wealth Management, Investment Strategies
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
B.S., Business Administration
NRHS
Ropes Wealth Advisors LLC January 2015 - Present
Banyan Partners August 2013 - December 2014
Silver Bridge July 2010 - August 2013
Silver Bridge 2006 - July 2010
State Street Bank March 2005 - December 2006
Skills
Fixed Income, Bloomberg, Asset Allocation, Mutual Funds, Investments, Equities, Portfolio Management, Asset Management, Wealth Management, Investment Strategies
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
B.S., Business Administration
NRHS
Jon Ristau's State Street Bank Experience September 2003 - June 2006
Job Assistant Vice President at JPMorgan Chase
Industry Accounting
Experience
JPMorgan Chase February 2011 - Present
JPMorgan 2007 - 2010
Fidelity Investments June 2006 - November 2007
State Street Bank September 2003 - June 2006
Skills
Management, Leadership, Strategic Planning, Financial Analysis, Risk Management
Education
University of New Hampshire 1996 — 2000
BA, Economics
JPMorgan Chase February 2011 - Present
JPMorgan 2007 - 2010
Fidelity Investments June 2006 - November 2007
State Street Bank September 2003 - June 2006
Skills
Management, Leadership, Strategic Planning, Financial Analysis, Risk Management
Education
University of New Hampshire 1996 — 2000
BA, Economics
Homaira Mirzai's State Street Bank Experience 1996 - 2002
Job CEO & President at EZ Fitness of Jacksonville, Corp d/b/a/ Title Boxing Club
Industry Health, Wellness and Fitness
Experience
EZ Fitness of Jacksonville, Corp d/b/a/ Title Boxing Club February 2013 - Present
ING 2008 - December 2011
CitiStreet December 2004 - December 2008
State Street 2000 - 2003
State Street Bank 1996 - 2002
Skills
Vendor Management, Operating Budgets, Contract Negotiation, Operations Management, Data Conversion, Budget Management, Process Improvement, Change Management, Outsourcing, Business Process..., Transition Management, Leadership, Financial Services, Business Analysis, Employee Benefits, Performance Management, Franchising, Franchise Agreements, Lease Negotiations, Franchise Consulting, Downsizing, Training, Management, Customer Service, Sales, Marketing
Education
University of North Florida - College of Business Administration
University of North Florida - College of Business Administration
EZ Fitness of Jacksonville, Corp d/b/a/ Title Boxing Club February 2013 - Present
ING 2008 - December 2011
CitiStreet December 2004 - December 2008
State Street 2000 - 2003
State Street Bank 1996 - 2002
Skills
Vendor Management, Operating Budgets, Contract Negotiation, Operations Management, Data Conversion, Budget Management, Process Improvement, Change Management, Outsourcing, Business Process..., Transition Management, Leadership, Financial Services, Business Analysis, Employee Benefits, Performance Management, Franchising, Franchise Agreements, Lease Negotiations, Franchise Consulting, Downsizing, Training, Management, Customer Service, Sales, Marketing
Education
University of North Florida - College of Business Administration
University of North Florida - College of Business Administration
Paul Schmieder's State Street Bank Experience October 1992 - October 1997
Job VP at State Street
Industry Banking
Experience
State Street July 2014 - Present
Independent Contractor June 2011 - July 2014
Meecorp Capital Markets February 2009 - June 2011
SGCIB September 2002 - November 2007
Fleet Bank October 1997 - August 2002
State Street Bank October 1992 - October 1997
Skills
ABS, Underwriting, Bonds, Syndications, Loans, Deal Origination, Securitization, Fixed Income, Commercial Real Estate, Financial Modeling, Investors, Marketing, Financial Statement..., Private Placements, Documentations, Middle Market, large corporate, Due Diligence
Education
University of Rhode Island
B.S., Business
State Street July 2014 - Present
Independent Contractor June 2011 - July 2014
Meecorp Capital Markets February 2009 - June 2011
SGCIB September 2002 - November 2007
Fleet Bank October 1997 - August 2002
State Street Bank October 1992 - October 1997
Skills
ABS, Underwriting, Bonds, Syndications, Loans, Deal Origination, Securitization, Fixed Income, Commercial Real Estate, Financial Modeling, Investors, Marketing, Financial Statement..., Private Placements, Documentations, Middle Market, large corporate, Due Diligence
Education
University of Rhode Island
B.S., Business
Adalgiza Baez's State Street Bank Experience January 2007 - Present
Job Manager of Cash Reconcilation
Industry Accounting
Experience
State Street Bank January 2007 - Present
Skills
Mutual Funds, Hedge Funds, Fund Accounting, Financial Analysis, Bloomberg, Securities, Alternative Investments, Financial Reporting, Equities, Fixed Income, Fund Administration, Investments, Research, Team Building
Education
University of Rhode Island 1994 — 1998
Bachelor, Accounting
State Street Bank January 2007 - Present
Skills
Mutual Funds, Hedge Funds, Fund Accounting, Financial Analysis, Bloomberg, Securities, Alternative Investments, Financial Reporting, Equities, Fixed Income, Fund Administration, Investments, Research, Team Building
Education
University of Rhode Island 1994 — 1998
Bachelor, Accounting
Jay Terris's State Street Bank Experience 1987 - 1989
Job Vice President Client Technology Management at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase August 2010 - Present
Fidelity Investments July 2004 - February 2009
Fidelity Investments November 1998 - June 2004
Fidelity Investments December 1994 - October 1998
Putnam Investments July 1989 - December 1994
State Street Bank 1987 - 1989
Skills
Requirements Analysis, Project Management, Integration, Banking, Financial Services, Business Analysis, Testing, Mutual Funds, Software Testing Life..., User Acceptance Testing, Manage Client..., Vendor Management, Technology Management, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BA, Economics
JP Morgan Chase August 2010 - Present
Fidelity Investments July 2004 - February 2009
Fidelity Investments November 1998 - June 2004
Fidelity Investments December 1994 - October 1998
Putnam Investments July 1989 - December 1994
State Street Bank 1987 - 1989
Skills
Requirements Analysis, Project Management, Integration, Banking, Financial Services, Business Analysis, Testing, Mutual Funds, Software Testing Life..., User Acceptance Testing, Manage Client..., Vendor Management, Technology Management, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BA, Economics
Paul Caverly's State Street Bank Experience 2003 - 2005
Job Vice President at Wolfe Research Securities
Industry Financial Services
Experience
Wolfe Research Securities 2012 - Present
Macquarie Capital (USA) Inc. January 2010 - August 2012
FPKCCW 2005 - October 2010
Swiss Re 2005 - 2006
State Street Bank 2003 - 2005
Deutsche Bank 2000 - 2004
Credit Suisse First Boston 1997 - 2000
Education
University of South Carolina-Columbia 1991 — 1995
BA, History
Wolfe Research Securities 2012 - Present
Macquarie Capital (USA) Inc. January 2010 - August 2012
FPKCCW 2005 - October 2010
Swiss Re 2005 - 2006
State Street Bank 2003 - 2005
Deutsche Bank 2000 - 2004
Credit Suisse First Boston 1997 - 2000
Education
University of South Carolina-Columbia 1991 — 1995
BA, History
Dale Gaffey's State Street Bank Experience August 1998 - January 2013
Job Assistant Vice President at State Street Bank
Industry Information Technology and Services
Experience
State Street Bank August 1998 - January 2013
State Street Corporation August 1998 - January 2013
JPMorgan 1992 - 1996
Skills
Fixed Income, Mutual Funds, Equities, Securities, Financial Services, Fund Accounting, Bloomberg, Derivatives, Asset Management, Hedge Funds, Corporate Actions, Middle Office
Education
University of Rhode Island 1992 — 1998
Bachelor of Arts (B.A.), Economics
State Street Bank August 1998 - January 2013
State Street Corporation August 1998 - January 2013
JPMorgan 1992 - 1996
Skills
Fixed Income, Mutual Funds, Equities, Securities, Financial Services, Fund Accounting, Bloomberg, Derivatives, Asset Management, Hedge Funds, Corporate Actions, Middle Office
Education
University of Rhode Island 1992 — 1998
Bachelor of Arts (B.A.), Economics
Michael DeLeo's State Street Bank Experience December 1992 - November 2005
Job Assistant Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan November 2005 - Present
State Street Bank December 1992 - November 2005
KPMG Peat Marwick 1991 - 1992
Skills
Compliance, Fixed Income, Securities, Treasury Services, Asset Management, Banking, Bloomberg, Capital Markets, Cash Management, Derivatives, Equities, FX Options, Financial Reporting, Financial Risk, Financial Services, Fund Accounting, Fund Administration, Hedge Funds, Internal Controls, Investments, Loans, Mutual Funds, Portfolio Management, Risk Management, Swaps
Education
University of Rhode Island - College of Business Administration 1986 — 1991
B.S., Accounting
JPMorgan November 2005 - Present
State Street Bank December 1992 - November 2005
KPMG Peat Marwick 1991 - 1992
Skills
Compliance, Fixed Income, Securities, Treasury Services, Asset Management, Banking, Bloomberg, Capital Markets, Cash Management, Derivatives, Equities, FX Options, Financial Reporting, Financial Risk, Financial Services, Fund Accounting, Fund Administration, Hedge Funds, Internal Controls, Investments, Loans, Mutual Funds, Portfolio Management, Risk Management, Swaps
Education
University of Rhode Island - College of Business Administration 1986 — 1991
B.S., Accounting
Amy Cantave's State Street Bank Experience May 1999 - May 2001
Job Real Estate Appraiser at M&G Appraisals
Industry Real Estate
Experience
M&G Appraisals Client Service ManagerState Street BankMay 2001 - May 2003
State Street Bank May 1999 - May 2001
State Street Bank 1997 - 1999
Education
University of Nevada-Las Vegas 1991 — 1994
Bachelor of Science, Marketing
M&G Appraisals Client Service ManagerState Street BankMay 2001 - May 2003
State Street Bank May 1999 - May 2001
State Street Bank 1997 - 1999
Education
University of Nevada-Las Vegas 1991 — 1994
Bachelor of Science, Marketing
Jaymeson Kumm, CFA's State Street Bank Experience September 2009 - July 2011
Job Global Asset Management
Industry Investment Management
Experience
HSBC September 2013 - Present
HSBC Bank USA 2011 - Present
State Street Bank September 2009 - July 2011
University of Rhode Island Ram Fund January 2009 - June 2009
University of Rhode Island September 2005 - May 2009
Smith Barney June 2008 - August 2008
Skills
Investments, Financial Analysis, Bloomberg, Financial Modeling, Mutual Funds, Valuation, Finance, Corporate Finance, Microsoft Excel, Credit, Accounting, Financial Reporting, Portfolio Management, Microsoft Office, Economics, Banking
Education
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Science (B.S.), Finance, 3.5
HSBC September 2013 - Present
HSBC Bank USA 2011 - Present
State Street Bank September 2009 - July 2011
University of Rhode Island Ram Fund January 2009 - June 2009
University of Rhode Island September 2005 - May 2009
Smith Barney June 2008 - August 2008
Skills
Investments, Financial Analysis, Bloomberg, Financial Modeling, Mutual Funds, Valuation, Finance, Corporate Finance, Microsoft Excel, Credit, Accounting, Financial Reporting, Portfolio Management, Microsoft Office, Economics, Banking
Education
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Science (B.S.), Finance, 3.5
Anne Rousak's State Street Bank Experience November 2008 - March 2012
Job MS Access Developer
Industry Financial Services
Experience
State Street February 2013 - Present
De Lage Landen May 2012 - January 2013
State Street Bank November 2008 - March 2012
Chase Cards Services May 2008 - November 2008
Chase Home Lending January 2000 - May 2008
NovaCare September 1997 - January 2000
Providian Direct Insurance November 1992 - September 1997
Gloss & Associates May 1991 - November 1992
National Healthcare Support Services November 1986 - May 1991
National Software Testing Laboratories February 1985 - November 1986
Skills
Microsoft Access, Business Requirements, Data Warehousing, Business Analysis, Requirements Gathering, User Acceptance Testing, Corporate Actions, Trading Systems, VBA, Systems Analysis, Data Modeling, Middle Office, Reference Data, Data Conversion, Data Analysis, Access, Software Documentation, Requirements Analysis, SDLC
Education
University of Pittsburgh 1983 — 1985
Bachelor of Science (B.S.), Computer Science
University of Pittsburgh 1984 — 1984
B.S, Computer Science
State Street February 2013 - Present
De Lage Landen May 2012 - January 2013
State Street Bank November 2008 - March 2012
Chase Cards Services May 2008 - November 2008
Chase Home Lending January 2000 - May 2008
NovaCare September 1997 - January 2000
Providian Direct Insurance November 1992 - September 1997
Gloss & Associates May 1991 - November 1992
National Healthcare Support Services November 1986 - May 1991
National Software Testing Laboratories February 1985 - November 1986
Skills
Microsoft Access, Business Requirements, Data Warehousing, Business Analysis, Requirements Gathering, User Acceptance Testing, Corporate Actions, Trading Systems, VBA, Systems Analysis, Data Modeling, Middle Office, Reference Data, Data Conversion, Data Analysis, Access, Software Documentation, Requirements Analysis, SDLC
Education
University of Pittsburgh 1983 — 1985
Bachelor of Science (B.S.), Computer Science
University of Pittsburgh 1984 — 1984
B.S, Computer Science
Jon Divis's State Street Bank Experience 2007 - Present
Job Senior Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank 2007 - Present
JPMorgan Chase 1991 - 2005
Skills
Global Custody, Securities, Mutual Funds, Equities, Capital Markets, Hedge Funds, Middle Office, Business Strategy, Fixed Income, Alternative Investments, Risk Management, Investment Management, Banking, Corporate Actions, Fund Administration, Investments, Derivatives, Fund Accounting, Back Office, Asset Management, Securities Lending, Settlement, FX Options, Investment Banking, Relationship Management, Financial Services, Portfolio Management, Financial Markets, Bonds, Prime Brokerage, Bloomberg
Education
University of Nebraska-Lincoln 1980 — 1985
BS, Finance
State Street Bank 2007 - Present
JPMorgan Chase 1991 - 2005
Skills
Global Custody, Securities, Mutual Funds, Equities, Capital Markets, Hedge Funds, Middle Office, Business Strategy, Fixed Income, Alternative Investments, Risk Management, Investment Management, Banking, Corporate Actions, Fund Administration, Investments, Derivatives, Fund Accounting, Back Office, Asset Management, Securities Lending, Settlement, FX Options, Investment Banking, Relationship Management, Financial Services, Portfolio Management, Financial Markets, Bonds, Prime Brokerage, Bloomberg
Education
University of Nebraska-Lincoln 1980 — 1985
BS, Finance
Bryan Tilton's State Street Bank Experience March 2011 - October 2012
Job Finance Project Coordinator at PNC
Industry Financial Services
Experience
PNC 2014 - Present
PNC October 2012 - 2014
State Street Bank March 2011 - October 2012
BNY Mellon July 2010 - March 2011
BNY Mellon June 2008 - August 2010
Fortis Bank May 2006 - July 2006
Skills
Financial Reporting, Bloomberg, Mutual Funds, Financial Analysis, Investment Research, Financial Accounting, Financial Markets, System Design, System Testing, Systems Analysis, Derivatives, Investments, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Modeling, Forecasting, Corporate Budgeting, Valuation, Finance, Accounting, Financial Statements, GAAP, Auditing
Education
Case Western Reserve University - Weatherhead School of Management 2013 — 2016
Master of Business Administration (MBA)
University of Richmond - Robins School of Business 2004 — 2008
BSBA, Finance, Management
St. Mark's School 2000 — 2004
High School Diploma
PNC 2014 - Present
PNC October 2012 - 2014
State Street Bank March 2011 - October 2012
BNY Mellon July 2010 - March 2011
BNY Mellon June 2008 - August 2010
Fortis Bank May 2006 - July 2006
Skills
Financial Reporting, Bloomberg, Mutual Funds, Financial Analysis, Investment Research, Financial Accounting, Financial Markets, System Design, System Testing, Systems Analysis, Derivatives, Investments, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Modeling, Forecasting, Corporate Budgeting, Valuation, Finance, Accounting, Financial Statements, GAAP, Auditing
Education
Case Western Reserve University - Weatherhead School of Management 2013 — 2016
Master of Business Administration (MBA)
University of Richmond - Robins School of Business 2004 — 2008
BSBA, Finance, Management
St. Mark's School 2000 — 2004
High School Diploma
Krista Giordano's State Street Bank Experience 1996 - 1998
Job Director at TD Securities
Industry Financial Services
Experience
TD Securities March 2014 - Present
Goldman Sachs July 2010 - July 2011
Barclays Capital April 2007 - July 2010
Citigroup July 2006 - 2007
Linsco Private/Ledger 2004 - 2006
Citi 1998 - 2003
State Street Bank 1996 - 1998
Skills
Fixed Income, Trading Systems, Capital Markets, Derivatives, Electronic Trading, Equities, Investment Banking, Series 63, Series 7, Securities, Financial Markets, Alternative Investments, Bloomberg, Hedge Funds, Prime Brokerage
Education
University of Rhode Island - College of Business Administration 1992 — 1996
B.S., Finance
TD Securities March 2014 - Present
Goldman Sachs July 2010 - July 2011
Barclays Capital April 2007 - July 2010
Citigroup July 2006 - 2007
Linsco Private/Ledger 2004 - 2006
Citi 1998 - 2003
State Street Bank 1996 - 1998
Skills
Fixed Income, Trading Systems, Capital Markets, Derivatives, Electronic Trading, Equities, Investment Banking, Series 63, Series 7, Securities, Financial Markets, Alternative Investments, Bloomberg, Hedge Funds, Prime Brokerage
Education
University of Rhode Island - College of Business Administration 1992 — 1996
B.S., Finance
Elizabeth M Standow's State Street Bank Experience May 2012 - December 2012
Job Senior Compliance Officer at Boston Technologies Inc
Industry Banking
Experience
Boston Technologies Inc December 2012 - 2014
State Street Bank May 2012 - December 2012
Commonwealth Financial Network February 2012 - May 2012
Robert Half Resources Management April 2011 - July 2011
State Street Bank and Trust Company, State Street Global Markets December 2006 - December 2010
2005Traveled through Southeast Asia December 2006 - December 2010
Prudential Bache International Limited January 2002 - October 2005
Dryden Wealth Management Ltd July 2005 - September 2005
Bache Financial Ltd March 2004 - June 2005
Prudential Bache International Ltd January 2002 - March 2004
Skills
Travel, Photography, AML, Compliance, Series 7, Securities, Risk Management, Equities, Asset Management, FINRA, Mutual Funds, Trading, Due Diligence, Investments, Investment Banking, Series 63, Customer Relations, Capital Markets, Derivatives, Excel, Banking, Problem Solving, Analysis, Business Analysis, PowerPoint, Options, Business Strategy, Process Improvement, Team Leadership, Microsoft Office, Word, Wealth Management, FX, Financial Markets, Microsoft Excel, Financial Services, Financial Risk, FX Options
Education
Harvard UniversityBusiness 1988 — 1989
Certificate, Business Administration
University of Rochester 1976 — 1978
BS, German, Psychology, Linquistics
Boston Technologies Inc December 2012 - 2014
State Street Bank May 2012 - December 2012
Commonwealth Financial Network February 2012 - May 2012
Robert Half Resources Management April 2011 - July 2011
State Street Bank and Trust Company, State Street Global Markets December 2006 - December 2010
2005Traveled through Southeast Asia December 2006 - December 2010
Prudential Bache International Limited January 2002 - October 2005
Dryden Wealth Management Ltd July 2005 - September 2005
Bache Financial Ltd March 2004 - June 2005
Prudential Bache International Ltd January 2002 - March 2004
Skills
Travel, Photography, AML, Compliance, Series 7, Securities, Risk Management, Equities, Asset Management, FINRA, Mutual Funds, Trading, Due Diligence, Investments, Investment Banking, Series 63, Customer Relations, Capital Markets, Derivatives, Excel, Banking, Problem Solving, Analysis, Business Analysis, PowerPoint, Options, Business Strategy, Process Improvement, Team Leadership, Microsoft Office, Word, Wealth Management, FX, Financial Markets, Microsoft Excel, Financial Services, Financial Risk, FX Options
Education
Harvard UniversityBusiness 1988 — 1989
Certificate, Business Administration
University of Rochester 1976 — 1978
BS, German, Psychology, Linquistics
Melissa Saale's State Street Bank Experience 1996 - 1998
Job Accounting Manager at Unite Private Networks
Industry Telecommunications
Experience
Unite Private Networks January 2015 - Present
Unite Private Networks May 2013 - December 2014
Unite Private Networks September 2011 - April 2013
Hostess Brands May 2009 - September 2011
Helzberg Diamonds November 1998 - 2011
state street bank 1996 - 1998
Education
University of Missouri-Kansas City 1993 — 1995
BS, ACCOUNTING
Unite Private Networks January 2015 - Present
Unite Private Networks May 2013 - December 2014
Unite Private Networks September 2011 - April 2013
Hostess Brands May 2009 - September 2011
Helzberg Diamonds November 1998 - 2011
state street bank 1996 - 1998
Education
University of Missouri-Kansas City 1993 — 1995
BS, ACCOUNTING
Alex Bowen's State Street Bank Experience November 2012 - December 2013
Job Digital Analytics Consultant at IBM
Industry Marketing and Advertising
Experience
IBM January 2014 - Present
State Street Bank November 2012 - December 2013
Boston Financial Investment Management September 2012 - October 2012
State of Rhode Island May 2011 - August 2011
State of Rhode Island June 2010 - August 2010
Betaspring June 2009 - August 2009
Skills
Investments, Financial Services, Financial Modeling, Bloomberg Terminal, Bloomberg, Valuation, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Hedge Funds, Private Equity, Economics, Capital IQ, Corporate Finance, Microsoft Excel, Equity Research, Due Diligence, Investment Banking, Data Analysis, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Public Speaking
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Science (BS), Finance
University of Masstricht; Faculty of Economics, Maastricht 2010 — 2011
Business Economics
Newtown High School 2004 — 2008
IBM January 2014 - Present
State Street Bank November 2012 - December 2013
Boston Financial Investment Management September 2012 - October 2012
State of Rhode Island May 2011 - August 2011
State of Rhode Island June 2010 - August 2010
Betaspring June 2009 - August 2009
Skills
Investments, Financial Services, Financial Modeling, Bloomberg Terminal, Bloomberg, Valuation, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Hedge Funds, Private Equity, Economics, Capital IQ, Corporate Finance, Microsoft Excel, Equity Research, Due Diligence, Investment Banking, Data Analysis, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Public Speaking
Education
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Science (BS), Finance
University of Masstricht; Faculty of Economics, Maastricht 2010 — 2011
Business Economics
Newtown High School 2004 — 2008
Ed Thaute's State Street Bank Experience 1999 - 2003
Job Senior Global Credit Analyst at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles August 2007 - Present
BlackRock February 2005 - August 2007
State Street Bank 1999 - 2003
Skills
Asset Management, Credit, Loans, Fixed Income, Bloomberg, Equities
Education
University of Rhode Island - College of Business Administration 1985 — 1988
BS Finance
Loomis Sayles August 2007 - Present
BlackRock February 2005 - August 2007
State Street Bank 1999 - 2003
Skills
Asset Management, Credit, Loans, Fixed Income, Bloomberg, Equities
Education
University of Rhode Island - College of Business Administration 1985 — 1988
BS Finance
Andrew Schnaars's State Street Bank Experience April 2013 - September 2014
Job Investment Associate at CTC | myCFO
Industry Renewables & Environment
Experience
CTC myCFO April 2015 - Present
Sol-Wind, LLC December 2014 - March 2015
State Street Bank April 2013 - September 2014
State Street October 2010 - April 2013
University of New Hampshire - Campus Recreation November 2006 - May 2010
K-Motion Interactive Inc. May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Essbase, Oracle, Longview, Budget Process, FPA, Data Analysis, Finance
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
BS, Finance, Economics
CTC myCFO April 2015 - Present
Sol-Wind, LLC December 2014 - March 2015
State Street Bank April 2013 - September 2014
State Street October 2010 - April 2013
University of New Hampshire - Campus Recreation November 2006 - May 2010
K-Motion Interactive Inc. May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Essbase, Oracle, Longview, Budget Process, FPA, Data Analysis, Finance
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
BS, Finance, Economics
Deborah Daly, CFA's State Street Bank Experience 1995 - 1996
Job Independent Investment Professional
Industry Investment Management
Experience
Wellington Management 2007 - February 2011
Wellington Management 2000 - 2007
Fleet Investment Advisors 1996 - 2000
State Street Bank 1995 - 1996
Skills
Fixed Income, Business Management, Client Service, Investments, Portfolio Management, Client Services, Financial Services, Mutual Funds, Bloomberg
Education
University of New Hampshire - Whittemore School of Business and Economics 1991 — 1995
Bachelors of Science, Business Administration, Spanish
Wellington Management 2007 - February 2011
Wellington Management 2000 - 2007
Fleet Investment Advisors 1996 - 2000
State Street Bank 1995 - 1996
Skills
Fixed Income, Business Management, Client Service, Investments, Portfolio Management, Client Services, Financial Services, Mutual Funds, Bloomberg
Education
University of New Hampshire - Whittemore School of Business and Economics 1991 — 1995
Bachelors of Science, Business Administration, Spanish
Daniel Hayward's State Street Bank Experience September 2009 - August 2012
Job CLO Analyst at Ares Management
Industry Financial Services
Experience
Ares Management September 2012 - Present
State Street Bank September 2009 - August 2012
State Street June 2008 - September 2009
Education
University of Rochester 2004 — 2008
BA, Economics
Ares Management September 2012 - Present
State Street Bank September 2009 - August 2012
State Street June 2008 - September 2009
Education
University of Rochester 2004 — 2008
BA, Economics
stephen comerford's State Street Bank Experience January 2000 - Present
Job Vice President at State Street Bank
Industry
Experience
State Street Bank January 2000 - Present
Skills
Series 7, Capital Markets
Education
Boston College 2007 — 2010
Master's Degree, Business Administration
University of New Hampshire 1995 — 1999
Bachelor's, Business Administration
State Street Bank January 2000 - Present
Skills
Series 7, Capital Markets
Education
Boston College 2007 — 2010
Master's Degree, Business Administration
University of New Hampshire 1995 — 1999
Bachelor's, Business Administration
Matthew Ochsner's State Street Bank Experience September 2010 - Present
Job Transaction Processing Manager Senior Associate at State Street Bank
Industry Financial Services
Experience
State Street Bank September 2010 - Present
STATE STREET BANK & TRUST April 2009 - September 2010
STATE STREET BANK & TRUST December 2007 - April 2009
Cedar Fair Corp April 2006 - August 2006
Education
University of Missouri-Kansas City 2010 — 2012
MBA, Finance
UNIVERSITY OF CENTRAL MISSOURI
Bachelor's of Science, Business Administration
University of Missouri-Kansas City
State Street Bank September 2010 - Present
STATE STREET BANK & TRUST April 2009 - September 2010
STATE STREET BANK & TRUST December 2007 - April 2009
Cedar Fair Corp April 2006 - August 2006
Education
University of Missouri-Kansas City 2010 — 2012
MBA, Finance
UNIVERSITY OF CENTRAL MISSOURI
Bachelor's of Science, Business Administration
University of Missouri-Kansas City
Ryan Farrington's State Street Bank Experience January 2008 - Present
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - Present
State Street Bank January 2008 - Present
Brown Brothers Harriman March 2013 - February 2014
Brown Brothers Harriman July 2011 - March 2013
State Street January 2008 - June 2011
State Street Bank March 2007 - January 2008
State Street Bank March 2007 - January 2008
Putnam Investments September 2005 - December 2006
Skills
Mutual Funds, Fixed Income, Accounting, Finance, Financial Reporting, Equities, Portfolio Management, Investments
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
Bachelor's, Finance
University of New Hampshire
BA; Whittemore School, Business Administration - Finance; Business and Economics
Brown Brothers Harriman March 2014 - Present
State Street Bank January 2008 - Present
Brown Brothers Harriman March 2013 - February 2014
Brown Brothers Harriman July 2011 - March 2013
State Street January 2008 - June 2011
State Street Bank March 2007 - January 2008
State Street Bank March 2007 - January 2008
Putnam Investments September 2005 - December 2006
Skills
Mutual Funds, Fixed Income, Accounting, Finance, Financial Reporting, Equities, Portfolio Management, Investments
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
Bachelor's, Finance
University of New Hampshire
BA; Whittemore School, Business Administration - Finance; Business and Economics
Denis Morley's State Street Bank Experience 2012 - Present
Job Vice President at State Street Bank
Industry Banking
Experience
State Street Bank 2012 - Present
Bank of America - Special Assets Group April 2009 - March 2011
Merrill Lynch - Credit Risk Management July 2007 - April 2009
Merrill Lynch - Global Structured Finance and Investments April 2003 - July 2007
Merrill Lynch September 1998 - April 2003
Nikko Securities 1994 - 1996
Skills
Credit Analysis, Credit Risk, Debt Restructuring, Financial Analysis, Residential Mortgages, Portfolio Management, Financial Risk
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1992
Master, Accounting
State Street Bank 2012 - Present
Bank of America - Special Assets Group April 2009 - March 2011
Merrill Lynch - Credit Risk Management July 2007 - April 2009
Merrill Lynch - Global Structured Finance and Investments April 2003 - July 2007
Merrill Lynch September 1998 - April 2003
Nikko Securities 1994 - 1996
Skills
Credit Analysis, Credit Risk, Debt Restructuring, Financial Analysis, Residential Mortgages, Portfolio Management, Financial Risk
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1992
Master, Accounting
Meredith Fenore's State Street Bank Experience November 2010 - April 2013
Job at Mansfield Bank
Industry Banking
Experience
Mansfield Bank April 2013 - Present
State Street Bank November 2010 - April 2013
Nestle Waters June 2006 - November 2010
Education
University of Rhode Island - College of Business Administration 2005 — 2009
BS, Finance
Mansfield Bank April 2013 - Present
State Street Bank November 2010 - April 2013
Nestle Waters June 2006 - November 2010
Education
University of Rhode Island - College of Business Administration 2005 — 2009
BS, Finance
Patrick Cronan's State Street Bank Experience November 2001 - October 2004
Job American Partners
Industry Staffing and Recruiting
Experience
American Partners Inc. August 2010 - Present
Fidelity Investments October 2004 - August 2010
State Street Bank November 2001 - October 2004
Congressman Robert Weygand September 2000 - June 2001
Skills
Talent Management, Recruiting, Project Management, Program Management, Professional Services, Performance Management, Management, Enterprise Software, Contract Recruitment, Business Process..., Business Intelligence, Business Development, Analysis
Education
University of Rhode Island 1996 — 2001
Bachelor of Arts and Sciences, History, Political Science
American Partners Inc. August 2010 - Present
Fidelity Investments October 2004 - August 2010
State Street Bank November 2001 - October 2004
Congressman Robert Weygand September 2000 - June 2001
Skills
Talent Management, Recruiting, Project Management, Program Management, Professional Services, Performance Management, Management, Enterprise Software, Contract Recruitment, Business Process..., Business Intelligence, Business Development, Analysis
Education
University of Rhode Island 1996 — 2001
Bachelor of Arts and Sciences, History, Political Science
Patrick Shaughnessy's State Street Bank Experience 2009 - 2009
Job Manager at Ernst & Young LLP
Industry Financial Services
Experience
Ernst & Young LLP September 2014 - Present
Ernst & Young LLP September 2012 - August 2014
Ernst & Young LLP September 2010 - August 2012
State Street Bank 2009 - 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Reporting, Accounting, PowerPoint, Social Media, Financial Modeling, Due Diligence, Analysis
Education
University of Virgina 2010 — 2011
Master of Science, Accountancy
University of Notre Dame - Mendoza College of Business 2006 — 2010
BBA, Finance, Sociology
Ernst & Young LLP September 2014 - Present
Ernst & Young LLP September 2012 - August 2014
Ernst & Young LLP September 2010 - August 2012
State Street Bank 2009 - 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Reporting, Accounting, PowerPoint, Social Media, Financial Modeling, Due Diligence, Analysis
Education
University of Virgina 2010 — 2011
Master of Science, Accountancy
University of Notre Dame - Mendoza College of Business 2006 — 2010
BBA, Finance, Sociology
William Metivier's State Street Bank Experience January 2011 - May 2013
Job Lead Database Administrator at TJX
Industry Information Technology and Services
Experience
TJX May 2013 - Present
State Street Bank January 2011 - May 2013
Fidelity Investments 1999 - October 2010
The Stanley Works 1998 - 1999
National Grid 1994 - 1998
National Grid 1991 - 1994
Royal Electric 1988 - 1991
Memorial Hospital of RI 1984 - 1986
Skills
DB2, JCL, COBOL, z/OS, Fileaid, VSAM, CICS, Endeavor, Unix, SQL, Oracle, Mainframe, Databases, Database Administration, Performance Tuning, SPUFI, MVS, Intertest, IBM Mainframe, QMF
Education
University of Rhode Island - College of Business Administration 1978 — 1983
B.S., Management Information Systems/Management Science
TJX May 2013 - Present
State Street Bank January 2011 - May 2013
Fidelity Investments 1999 - October 2010
The Stanley Works 1998 - 1999
National Grid 1994 - 1998
National Grid 1991 - 1994
Royal Electric 1988 - 1991
Memorial Hospital of RI 1984 - 1986
Skills
DB2, JCL, COBOL, z/OS, Fileaid, VSAM, CICS, Endeavor, Unix, SQL, Oracle, Mainframe, Databases, Database Administration, Performance Tuning, SPUFI, MVS, Intertest, IBM Mainframe, QMF
Education
University of Rhode Island - College of Business Administration 1978 — 1983
B.S., Management Information Systems/Management Science
Sisi Kongaika's State Street Bank Experience 1999 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
International Fund Services (Ireland) Ltd, A State Street Company 2008 - 2009
Investors Bank & Trust 2006 - 2008
State Street Bank 1999 - 2006
Education
University of Utah
BS, Economics
University of Oregon 1992 — 1995
General Studies
International Fund Services (Ireland) Ltd, A State Street Company 2008 - 2009
Investors Bank & Trust 2006 - 2008
State Street Bank 1999 - 2006
Education
University of Utah
BS, Economics
University of Oregon 1992 — 1995
General Studies
Doreen Bossi's State Street Bank Experience August 2005 - October 2006
Job Financial Services Professional
Industry Financial Services
Experience
State Street Bank August 2005 - October 2006
Pioneer Investments June 1999 - August 2002
Fidelity Investments March 1997 - November 1998
Keyport Life Insurance Co. (Liberty Mutual companies) July 1991 - March 1997
Education
University of New Hampshire
B.S., Businesss Administration
State Street Bank August 2005 - October 2006
Pioneer Investments June 1999 - August 2002
Fidelity Investments March 1997 - November 1998
Keyport Life Insurance Co. (Liberty Mutual companies) July 1991 - March 1997
Education
University of New Hampshire
B.S., Businesss Administration
Tamara Etier's State Street Bank Experience June 2005 - December 2007
Job Benefits Administrator/Premium Payables Specialist at Forrest T. Jones & Company
Industry Accounting
Experience
Forrest T. Jones & Company February 2015 - Present
Full Employment Council September 2010 - May 2013
Union Station May 2008 - June 2010
State Street Bank June 2005 - December 2007
Farmers Insurance Group May 2001 - June 2005
Skills
Customer Service, Accounts Payable, Medical Terminology, Payroll, Accounting, Microsoft Excel, Microsoft Office, Invoicing, Bank Reconciliation, Data Entry, Management, Analysis, Finance, Cash Flow, Financial Statements, Journal Entries, Benefits Administration, ADP Payroll, Nursing Assisting, Drugs and Doses, Account Reconciliation, CPR Certified
Education
Kansas City Kansas Community College 2014 — 2014
Nursing, Certifed Nursing Assistant
University of Saint Mary 2012 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
University of Saint Mary 2005 — 2008
BS, Bus Mgt/con in Accounting
KCKCC Kansas 1995 — 1998
A.A.S, Accounting
Forrest T. Jones & Company February 2015 - Present
Full Employment Council September 2010 - May 2013
Union Station May 2008 - June 2010
State Street Bank June 2005 - December 2007
Farmers Insurance Group May 2001 - June 2005
Skills
Customer Service, Accounts Payable, Medical Terminology, Payroll, Accounting, Microsoft Excel, Microsoft Office, Invoicing, Bank Reconciliation, Data Entry, Management, Analysis, Finance, Cash Flow, Financial Statements, Journal Entries, Benefits Administration, ADP Payroll, Nursing Assisting, Drugs and Doses, Account Reconciliation, CPR Certified
Education
Kansas City Kansas Community College 2014 — 2014
Nursing, Certifed Nursing Assistant
University of Saint Mary 2012 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
University of Saint Mary 2005 — 2008
BS, Bus Mgt/con in Accounting
KCKCC Kansas 1995 — 1998
A.A.S, Accounting
Gregory Charpentier, CFA's State Street Bank Experience September 2010 - September 2012
Job Associate, Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management October 2012 - Present
State Street Bank September 2010 - September 2012
Skills
Equities, Bloomberg, Financial Analysis, Fixed Income, Financial Modeling, Business Valuation, Alternative Investments, Mutual Funds, Asset Allocation, Portfolio Management, Derivatives, Investments, Asset Management, Microsoft Excel, Finance, Equity Research
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Finance, Business
CFA Institute
University of New Hampshire
Natixis Global Asset Management October 2012 - Present
State Street Bank September 2010 - September 2012
Skills
Equities, Bloomberg, Financial Analysis, Fixed Income, Financial Modeling, Business Valuation, Alternative Investments, Mutual Funds, Asset Allocation, Portfolio Management, Derivatives, Investments, Asset Management, Microsoft Excel, Finance, Equity Research
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Finance, Business
CFA Institute
University of New Hampshire
Douglas Czenzek's State Street Bank Experience Software EngineerNorthrop Grumman Corporation1991 - 1996
Job Senior Software Developer AVP at State Street Bank
Industry Financial Services
Experience
State Street Bank Software EngineerNorthrop Grumman Corporation1991 - 1996
EDS 1985 - 1989
Education
University of Pittsburgh 1983 — 1985
Master of Science - Information Systems
Washington and Jefferson College 1979 — 1983
Bachelor of Arts - Business and Economics
State Street Bank Software EngineerNorthrop Grumman Corporation1991 - 1996
EDS 1985 - 1989
Education
University of Pittsburgh 1983 — 1985
Master of Science - Information Systems
Washington and Jefferson College 1979 — 1983
Bachelor of Arts - Business and Economics
AKBAR HUSEN SHAIKH's State Street Bank Experience July 2008 - Present
Job Oracle DBA at State Street Bank
Industry Information Technology and Services
Experience
Syntel Inc July 2008 - Present
State Street Bank July 2008 - Present
Patni Computer Systems April 2001 - July 2008
Lipi Data Systems Ltd October 1999 - April 2001
Skills
Oracle DBA, Application Performance..., Performance Tuning
Education
Mumbai University 1991 — 1995
BCom, Commerce
St Pauls High School
SSC
Syntel Inc July 2008 - Present
State Street Bank July 2008 - Present
Patni Computer Systems April 2001 - July 2008
Lipi Data Systems Ltd October 1999 - April 2001
Skills
Oracle DBA, Application Performance..., Performance Tuning
Education
Mumbai University 1991 — 1995
BCom, Commerce
St Pauls High School
SSC
Derek Chittavong's State Street Bank Experience June 2013 - October 2013
Job IoT and M2M Sales
Industry Wireless
Experience
Wyless March 2014 - Present
State Street Bank June 2013 - October 2013
Massachusetts Export Center January 2013 - May 2013
Skills
New Business Development, Sales, Full Sales Cycle, B2B, Solution Selling, Account Management, Internet of Things, M2M, Channel Sales, Deal Closure, Integrated Supply Chain..., Start-ups, Supply Chain..., NetSuite, CRM, Relationship Management, Mobile Devices, Telecommunications
Education
University of Massachusetts Boston 2010 — 2013
Bachelor's Degree, Economics
University of New Hampshire 2007 — 2008
Wyless March 2014 - Present
State Street Bank June 2013 - October 2013
Massachusetts Export Center January 2013 - May 2013
Skills
New Business Development, Sales, Full Sales Cycle, B2B, Solution Selling, Account Management, Internet of Things, M2M, Channel Sales, Deal Closure, Integrated Supply Chain..., Start-ups, Supply Chain..., NetSuite, CRM, Relationship Management, Mobile Devices, Telecommunications
Education
University of Massachusetts Boston 2010 — 2013
Bachelor's Degree, Economics
University of New Hampshire 2007 — 2008
Bryan Hart CIA, CFE's State Street Bank Experience July 2012 - Present
Job Senior Audit Manager at State Street Bank
Industry Financial Services
Experience
State Street Bank July 2012 - Present
Sun Life Financial 2010 - 2012
Harvard Pilgrim Health Care January 2006 - July 2010
Skills
Internal Audit
Education
University of New Hampshire 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
State Street Bank July 2012 - Present
Sun Life Financial 2010 - 2012
Harvard Pilgrim Health Care January 2006 - July 2010
Skills
Internal Audit
Education
University of New Hampshire 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Greg Picozzi's State Street Bank Experience February 2007 - May 2009
Job at
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
RBS Citizens Bank October 2013 - Present
Fidelity Investments November 2011 - October 2013
Fidelity Investments October 2009 - October 2011
State Street Bank February 2007 - May 2009
Skills
Portfolio Management, Risk Management, Financial Services, Financial Analysis, Investments, Series 7, Banking, Capital Markets, Internal Audit
Education
University of Rhode Island 2001 — 2006
Bachelor of Liberal Arts, Sociology/Political Science
Fidelity Investments May 2015 - Present
RBS Citizens Bank October 2013 - Present
Fidelity Investments November 2011 - October 2013
Fidelity Investments October 2009 - October 2011
State Street Bank February 2007 - May 2009
Skills
Portfolio Management, Risk Management, Financial Services, Financial Analysis, Investments, Series 7, Banking, Capital Markets, Internal Audit
Education
University of Rhode Island 2001 — 2006
Bachelor of Liberal Arts, Sociology/Political Science
Elizabeth Kuziel's State Street Bank Experience March 2013 - Present
Job Officer, State Street Global Markets Finance
Industry Financial Services
Experience
State Street Bank March 2013 - Present
Skills
Banking, Portfolio Management, Bloomberg, Derivatives, Financial Services, Mutual Funds, Financial Analysis
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
State Street Bank March 2013 - Present
Skills
Banking, Portfolio Management, Bloomberg, Derivatives, Financial Services, Mutual Funds, Financial Analysis
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
Todd O'Neill's State Street Bank Experience March 2009 - November 2013
Job A/R Accountant at Burns & McDonnell
Industry Civil Engineering
Experience
Burns & McDonnell November 2013 - Present
State Street Bank March 2009 - November 2013
Education
University of Missouri-Kansas City 2004 — 2011
Master of Science (MS), Accounting
Burns & McDonnell November 2013 - Present
State Street Bank March 2009 - November 2013
Education
University of Missouri-Kansas City 2004 — 2011
Master of Science (MS), Accounting
Thuyvan Huynh's State Street Bank Experience June 2013 - Present
Job Fund Administration Manager at State Street Corporation
Industry Accounting
Experience
State Street Bank June 2013 - Present
State Street Bank September 2011 - June 2013
Cornerstones of Care June 2008 - September 2011
Skills
Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, Financial Accounting, Auditing, Internal Controls, Finance, General Ledger, Financial Statements
Education
University of Missouri-Kansas City 2004 — 2008
Bachelor's degree, Accounting
State Street Bank June 2013 - Present
State Street Bank September 2011 - June 2013
Cornerstones of Care June 2008 - September 2011
Skills
Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, Financial Accounting, Auditing, Internal Controls, Finance, General Ledger, Financial Statements
Education
University of Missouri-Kansas City 2004 — 2008
Bachelor's degree, Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.