State Street Bank
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Assets under management: 2.782 trillion USD (2017) Headquarters: Boston, Massachusetts, United States Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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4,182 State Street Bank employees in database. Find out everything there's to know about State Street Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Bank Employees
McCarthy Tétrault March 2015 - Present
McCarthy Tétrault September 2011 - March 2015
State Street Bank August 2010 - September 2011
State Street Bank September 2008 - August 2010
Skills
CGA, Financial Reporting, Financial Analysis, Financial Forecasting, Budgets, Canadian GAAP, US GAAP, IFRS, Tax, Derivatives, Financial instruments, Corporate Finance, Internal Controls, Accounting, Computerized office..., Access, SQL, ERP Software, Hedge Funds, Private Equity
Education
Beijing Jiaotong University
Master's degree, Accounting and Finance
East China University of Science and Technology
Bachelor's degree, Engineering (Minor: Business Management)
HR Block
Tax Certification
Seneca College of Applied Arts and Technology
Accounting and Finance
Santander Bank, N.A. May 2014 - Present
RBS Citizens Financial Group May 2013 - May 2014
State Street Bank January 2012 - May 2013
State Street Bank May 2008 - December 2011
State Street Bank August 2006 - May 2008
State Street Bank February 2005 - August 2006
State Street Bank February 2003 - February 2005
State Street Bank July 1999 - August 2003
State Street Bank December 1997 - July 1999
U.S. Embassy, Abidjan CI May 1995 - September 1995
Skills
Securities, Risk Assessment, Program Management, Mutual Funds, Management, Internal Controls, Financial Services, Financial Risk, Finance, Due Diligence, Banking, Auditing, Analysis, Accounting, AML
Education
Boston University
Master of Business Administration (MBA), Business Administration and Management, General
Bates College
Bachelor of Arts (B.A.), French Language and Literature
State Street July 2013 - Present
State Street Bank August 2011 - July 2013
Edwards Wildman Palmer LLP April 2006 - September 2010
Education
Suffolk University 2014 — 2016
Graduate, MST
University of Massachusetts 2010 — 2013
Bachelor of Applied Science
Bay State College 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Hospitality Administration/Management
Tiger Woods Foundation March 2010 - Present
Durham Bulls Baseball Club February 2006 - March 2010
State Street Bank August 2003 - June 2005
Skills
Sports Marketing, Sports, Sports Management, Sponsorship, Leadership, Event Planning, Relationship Management, Sales, Event Management, Marketing, Ticket Sales, Fundraising, Social Media Marketing, Social Networking, Marketing Communications, Sponsorship Sales, Facebook
Education
Bentley University 1999 — 2003
B.S., Finance
Bay State College August 2011 - Present
Covidien April 2013 - September 2013
State Street Bank February 2011 - September 2012
Stone Forge December 2009 - January 2010
Citizen Schools August 2005 - April 2006
Skills
•Proficient in..., •Excellent..., •Fluent in Haitian..., Leadership, Customer Service, Project Management, Networking, Servers
Education
Bay State College 2011 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.76
Cambridge College 2010 — 2011
Technical Certificate, Information Technology
PNC August 2013 - Present
State Street Bank July 2007 - August 2013
Mount Carmel High School, Belize, Central America August 2006 - 2007
Education
Benedictine College 2002 — 2006
BA, Business Finance
www.BeFoundFast.com June 2009 - Present
www.JobSearchSmarter.com 2009 - Present
Best Selling Author on Amazon.com 2008 - Present
www.LinkedNinja.com 2011 - 2013
State Street Bank 2010 - 2012
www.GetHiredBootCamp.com 2010 - 2012
www.SocialMediaMagic.com March 2009 - November 2010
Kissito Health Care 2008 - 2009
iRepresentTheBest.com - Entrepreneur 1999 - 2009
Hudson Global Resources aka TMP Monster.com 2004 - 2006
Skills
LinkedIn, Job Search Strategies, Job Search, Social Recruiting, Job Coaching, Boolean Searching, Career Management, Training, Consulting, Facebook, Hiring, Internet Recruiting, Permanent Placement, Resume Writing
Education
Bentley University 1990 — 1994
BS, Business Management
Stonewood Products May 2013 - Present
Fidelity Investments 2008 - 2011
Fidelity Investments 2001 - 2007
Fidelity Employer Services January 1998 - May 2001
Fund Accounting & Pricing September 1992 - December 1997
State Street Bank April 1987 - April 1992
Wackenhut July 1980 - April 1987
Skills
Business Analysis, Process Improvement, Project Management, Analysis, Software Documentation, Data Analysis, Management, Leadership, Start-ups, Outsourcing, Financial Services, Accounting, Customer Service, Coaching, Mutual Funds, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1993
MBA, Management
Nichols College 1974 — 1978
BS, Accounting
State Street Bank September 2014 - Present
State Street Bank August 2008 - August 2014
M&T Bank April 2005 - August 2008
ITT July 2003 - April 2005
Skills
Risk Management, Financial Risk, Credit Risk, Portfolio Management, Financial Analysis, Finance, Management, Investments, Credit, Analysis, Accounting, FX Options, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2002
Master of Business Administration (MBA), International Business
Bentley University 1998 — 2000
Bachelor of Arts (B.A.), International/Global Studies
Community Health Link September 2013 - Present
YMCA 2007 - 2014
BNY Mellon September 2008 - May 2013
PNC Bank / BNY Mellon September 2008 - May 2013
State Street Bank December 2006 - May 2008
State Street Bank February 2003 - December 2006
Evergreen Investments/Boston Financial Data Services November 2000 - February 2003
Brown Brothers Harriman June 1999 - November 2000
State Street Bank March 1998 - May 1999
Chase Manhattan Bank, N.A June 1995 - March 1998
Skills
Banking, Mutual Funds, Financial Services, Risk Management, Portfolio Management, Relationship Management, Credit, Equities, Securities, Investments, Vendor Management, Business Analysis, Financial Analysis, Process Improvement, Fixed Income, Loans, Wealth Management, Financial Risk, Asset Management, Mergers & Acquisitions, Account Reconciliation, Trading
Education
Becker College 2005 — 2007
BSBA, Management
Cornell University 1997 — 1997
Certificate, Business Administration
Jebbit April 2015 - Present
Aberdeen Group April 2014 - March 2015
State Street Bank September 2013 - April 2014
Pine Brook Country Club 2010 - 2012
Skills
B2B Marketing, Salesforce.com..., Customer Service, Sales, Content Marketing, Marketing Strategy, HubSpot, Account Management, Demand Generation, Marketing, Analytics, Competitive Analysis, Microsoft Office, Teamwork, GAAP, Salesforce.com, Sales Presentations, Digital Marketing, Integrated Marketing, Business Development, SaaS, Cold Calling, Social Media
Education
University of Massachusetts, Amherst - Eugene M. Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Bentley University 2009 — 2009
Wayland High School 2004 — 2008
Santander Bank, N.A. November 2014 - Present
Santander Bank April 2011 - November 2014
Banco Santander September 2013 - December 2013
State Street Bank 2009 - 2011
State Street (SSgA) June 2008 - August 2008
Partners HealthCare (PCHI) June 2007 - August 2007
Skills
Banking, Financial Analysis, Corporate Finance, Financial Reporting, Portfolio Management, Financial Modeling, Credit, Finance, Strategic Financial..., Microsoft Excel, Project Management, Strategic Communications, Career Development, Cross-cultural..., International Relations, Healthcare, Private Equity Funding, PowerPoint
Education
Bentley University 2005 — 2009
Bachelor's Degree, Finance
Bond University 2008 — 2008
Finance
Brown Brothers Harriman June 2014 - Present
Ridgeway Services, Inc. 2010 - June 2014
PerkinElmer November 2009 - March 2010
State Street Bank July 2007 - February 2009
State Street Bank (formally Investors Bank and Trust) April 2006 - June 2007
Olmstead Associates, Inc. September 2004 - April 2006
Investors Bank and Trust October 2000 - September 2004
Interactive Data Corporation September 1995 - October 2000
Skills
PMO, Project Management, Client Expectations..., Business Process, Software Development..., Software Lifecycle..., Document Lifecycle..., Project Management Tools, Project Manager..., PMO set-up, PMO Services, Teamwork, Multi-cultural team..., Triage, Enterprise Content..., Implementation..., Software Implementation, Implementation Plans, Implementation Planning, Documentation Practices, User Documentation, As-built Documentation, Procedural Documentation, Resource Allocation, Resource Staffing, Resource Management, Product Lifecycle..., Report Development, Report Production, Cross-functional Team..., Process Improvement, Program Management, Risk Management, Enterprise Software, Strategy, Scrum, Analysis, Business Analysis, Requirements Analysis, SDLC, Vendor Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Project Management
Bentley University 1990 — 1994
BS, Finance
Project Management Institute 2007 — 2007
PMP, Project Management
SVB Financial Group January 2014 - Present
State Street Bank 2011 - December 2013
State Street Bank and Trust Co. of New Hampshire 2008 - December 2013
State Street Bank 2007 - 2011
Brown Brothers Harriman 2000 - 2007
BankBoston 1990 - 1999
Digital Equipment Corporation 1987 - 1990
Skills
Operational Risk, Enterprise Risk..., Process Improvement, Risk Assessments, Risk Reporting, Risk Dashboards, Risk Management, Cross-functional Team..., Due Diligence, Board Advisor, Client Presentations, Globalization/Off-shorin..., Strategic Risk..., Risk Management Training, Risk Policy Development, Global Risk Oversight..., Transformational Change, International..., Collaborative Problem..., Industry Speaker, Risk Assessment, Change Management, Portfolio Management, Financial Services, Finance, Capital Markets, Governance, Internal Controls, @Risk, Client Presentation, Industrial Sector, Financial Risk, Strategy, Equities
Education
Bentley University
B.S., Accounting
Bentley University - Elkin B. McCallum Graduate School of Business
MBA, International Business
Columbia University - Columbia Business School
Advanced Management Program
Bentley University March 2013 - Present
State Street January 1994 - November 2012
State Street Bank January 1996 - March 2000
Skills
Financial Analysis, Risk Management, Bloomberg, Capital Markets, Business Analysis, Electronic Trading, Foreign Exchange, Graduate Recruitment, Hands-on Training, sovereign wealth funds..., Institutional Client..., Leadership, Fixed Income, Derivatives, Hedge Funds, Equities, FX Options, Portfolio Management, Securities, Trading, Financial Services, Relationship Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2004
MSF, Finance
State Street Bank July 2013 - Present
Chateau Restaurant July 2011 - June 2013
Scottrade October 2012 - April 2013
Covidien May 2012 - August 2012
Bentley University September 2011 - May 2012
Morgan Stanley Smith Barney July 2011 - May 2012
Walpole Little League May 2003 - June 2010
Skills
Microsoft Excel, Microsoft Word, NextGen, Bloomberg Terminal, Thompson One, Microsoft Applications
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Corporate Finance and Accounting
Slalom Consulting May 2013 - Present
Integrated Global Performance Solutions 2011 - April 2013
The Hackett Group 2011 - 2011
KPMG, LLP 2004 - 2011
American Financial Systems, Inc. 2000 - 2004
Expandable Software, Inc. 1999 - 2000
Embedded Support Tools Corp 1995 - 1998
State Street Bank 1992 - 1995
T.M. Byxbee 1988 - 1990
Skills
Project Management, Finance Transformation, Controllership, Policy Writing, Process Improvement, Internal Controls, Financial Reporting, Change Management, Accounting System, ERP, Risk Management, Training Delivery, Auditing, Business Process..., Professional Services..., Motivated self-starter, Energetic team player, Strategic Consulting, Management Consulting, Leadership, Forecasting, Accounting, PMO, Financial Analysis, Finance, Due Diligence, Business Transformation, Budgets, Management, Sarbanes-Oxley Act, Business Strategy, Enterprise Risk..., Financial Services, Corporate Finance, Business Process, Strategic Planning, Internal Audit, Business Process..., Clutter Control
Education
Bentley University 1990 — 1992
MBA, Computer Information Systems
SUNY Plattsburgh 1985 — 1987
BS, Accountancy
Boston Capital June 2015 - Present
State Street Bank March 2014 - June 2015
State Street Bank June 2012 - March 2014
State Street Bank February 2011 - June 2012
Investor Group Services (IGS) October 2010 - February 2011
Merrill Lynch June 2009 - September 2009
Rochdale Investment Management June 2007 - August 2007
Skills
Bloomberg, Outlook, Microsoft Excel, Valuation, PowerPoint, Microsoft Word, Crystal Ball, Morningstar, Peachtree, Financial Modeling, Financial Analysis, Fixed Income, Access, Data Analysis, Equities, Investments, Portfolio Management, Bloomberg Terminal, Financial Reporting, Equity Research, Finance, Private Equity, Quantitative Analytics, Thompson One, Market Research, Bonds, Mutual Funds, Accounting, Asset Managment, Microsoft Office, Account Reconciliation, Due Diligence, Financial Accounting, Accounts Payable, Financial Statement..., Financial Risk, Analysis, Corporate Finance
Education
Bentley University 2007 — 2010
Bachelor of Science (B.S.), Corporate Finance & Accounting
Fudan University 2009 — 2009
Chinese Language & Culture
COMPLEX (dba Complex Media, Inc.) July 2015 - Present
HipHopDX.com August 2013 - Present
Riverine, Inc./Premier Property Solutions April 2012 - Present
WMBR 88.1FM MIT Radio March 2009 - Present
Homesite Insurance April 2014 - December 2014
Northeastern University March 2009 - June 2013
Amalgam Digital, Inc September 2007 - June 2008
Upromise February 2005 - March 2006
State Street Bank February 2005 - March 2006
LANDSPEED RECORDS LTD January 2003 - August 2003
Skills
Social Media Marketing, Radio, Music, Music Industry, Blogging, Event Planning, Video, Newsletters, Public Relations, Google Analytics, Press Releases, Online Marketing, Social Networking, Entertainment, Content Strategy, Film, Customer Service, Email Marketing, Marketing Research, Publicity, Marketing, Broadcast, Online Research, Proposal Writing, PowerPoint, Interview Preparation, Market Research, College Savings Plans, Client Development, Music Scheduling, Event Management, Copy Editing, Lead Generation, New Media, Digital Media, CRM, Copywriting, Media Relations, Marketing Communications, Radio Broadcasting, Creative Writing, Proofreading, Content Development, Content Management, Web Content, WordPress, Voice Over, Audio Editing, SEO, Social Media
Education
Northeastern University 2010 — 2012
Master's of Arts: Communication, Media, and Cultural Studies
Bentley University 1999 — 2003
Bachelor's of Science, Marketing
Norwich Free Academy
Williams School
Western Asset Management December 2006 - Present
BNY Mellon Asset Servicing July 2001 - October 2006
Trust Company of the West July 1994 - July 2001
USAffinity Advisors, LLC 1992 - 1994
John Hancock Advisers, Inc. 1989 - 1992
Deloitte and Touche, LLP 1985 - 1989
State Street Bank 1980 - 1985
Skills
Mutual Funds, Investment Management, Fixed Income, Asset Management, Alternative Investments, Fund Accounting, Financial Services, Investments, Limited Partnerships, Business Process..., Investment Banking, ETFs, Separately Managed..., Securities, Portfolio Management, Hedge Funds, Finance, Bloomberg, Equities, Bonds, Asset Allocation, Investment Strategies, Derivatives, Fund Administration, Risk Management, Financial Reporting, Vendor Management, Relationship Management, Financial Modeling, Outsourcing Management, REIT, FATCA, Fund Of Funds
Education
Bentley University 1976 — 1980
BS, Accounting
Lancaster Pollard September 2015 - Present
Nationwide Insurance January 2015 - September 2015
Lancaster Pollard May 2012 - January 2015
Banco Santander February 2010 - July 2011
Wells Fargo January 2008 - February 2010
State Street Bank May 2006 - December 2007
Skills
Financial Analysis, Finance, Credit Risk, Credit Analysis, Corporate Finance, Asset Based Lending, Valuation, Investments, Risk Management, Internal Audit, Accounting, Financial Risk, Financial Modeling, Banking, Investment Banking, Bloomberg - Certified, Compliance, Credit, Debt Restructuring, Intermediate level..., Regulatory Reporting, Real Estate Development, Real Estate Financing, Divestitures, Acquisitions, Loans, Capital Markets
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
MBA, Finance
Bentley University 2002 — 2006
BS, Finance
Antaeus Wealth Advisors, LLC January 2011 - Present
Sohn & Associates May 2008 - December 2010
State Street Bank June 2007 - May 2008
Skills
Wealth, FINRA, Equities, Fixed Income, Financial Analysis, Financial Modeling, Bloomberg, Hedge Funds, Fund Accounting, Financial Reporting, Wealth Management..., Investment Strategies, 401k
Education
Bentley University 2003 — 2007
Bachelor of Science, Finance
State Street Bank July 1993 - Present
Grant Thornton LLP July 1986 - July 1993
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MST, Taxation
Bentley University 1983 — 1986
BS, Accountancy
Merrill Lynch September 2014 - Present
Staples / Velocity Lab March 2012 - September 2014
Citigroup June 2010 - March 2012
Omgeo September 2007 - June 2010
Omgeo September 2006 - November 2007
Omgeo September 2005 - September 2006
Omgeo January 2004 - September 2005
Omgeo September 2000 - December 2003
State Street Bank February 1999 - September 2000
State Street Bank February 1998 - February 1999
Skills
Integration, SDLC, Mobile Devices, Pre-sales, Strategy, E-commerce, Strategic Partnerships, Mobile Technology, Mobile Applications, SWIFT payments, Customer Service, IT Strategy, Technical Leadership, Partner Management, Mobile Internet, Financial Services, Program Management, Outsourcing, Solutions Development, Global Alliances, SWIFT, FIX, Implementation Services, Customer Relations, Scrum, Agile Methodologies, Business Analysis, Management, Vendor Management, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
MSIT
Bentley University 1989 — 1993
BS
Bay Cove Human Services 2005 - Present
Boston Private Bank & Trust Company 2001 - Present
Foundation for Belmont Education 2003 - 2009
State Street Bank 1992 - 1999
Skills
Non-profits, Banking, Cash Management, Community Outreach, Commercial Banking, Relationship Management, Loans, Nonprofits, Commercial Lending, Leadership, Financial Services, Portfolio Management, Coaching, Small Business Lending, Customer Service, Budgets, Fundraising, Risk Management, Time Management, Strategic Planning, Finance, Credit, Wealth Management, Financial Analysis, Executive Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
Bryn Mawr School
High School
Ohio Wesleyan University
BA, English
Simmons College
MS, Library Science
RBS Citizens Financial Group September 2013 - Present
Bank of Montreal April 2010 - September 2013
State Street Bank September 2006 - April 2010
RBC Royal Bank October 2001 - September 2006
Skills
Stress Testing, Credit Risk, Statistical Modeling, SAS, RAROC, Financial Risk, Capital Markets, Derivatives, Fixed Income, Quantitative Finance, Financial Modeling, Basel II, Risk Management, Market Risk, Operational Risk, Economic Capital, LGD, Portfolio Management, Financial Services, Regulatory Capital, Enterprise Risk..., Credit, VAR, FX Options, Structured Products, Options, Liquidity Risk, Counterparty Risk, Quantitative Analytics, Risk Analytics, Economics, Basel III
Education
University of Toronto 1997 — 2001
Doctor of Philosophy (PhD), Statistics
Beijing Normal University
Master of Science (MS), Mathematical Statistics and Probability
Cisco May 2014 - August 2014
University of Massachusetts Amherst September 2012 - December 2013
University of Massachusetts Amherst May 2013 - September 2013
State Street Bank June 2012 - August 2012
University of Massachusetts Amherst September 2011 - May 2012
Kumon May 2011 - August 2011
Polcari's/Pizzeria Regina March 2010 - August 2011
University of Massachusetts Amherst January 2011 - May 2011
Sears Holdings Corporation November 2009 - January 2010
Skills
Java, HTML, Bash, C, JavaScript, Jython, Intermediate in Mandarin, Fluent in Teochew, Microsoft Excel, Word,..., Linux / Unix
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Science (B.S.), Computer Science, 3.8
Beijing Language and Culture University 2008 — 2008
Chinese Studies
Corporate Insight January 2011 - Present
Life Value Advisors June 2008 - December 2010
Fidelity Investments 2001 - 2008
The McKenna Group 1999 - 2001
Fidelity Investments (FMR Co.) 1994 - 1999
State Street Bank 1992 - 1994
Skills
Market Research, Competitive Analysis, Analysis, Product Development, Marketing Strategy, Management, Business Analysis, Leadership, Marketing Research, Business Strategy, Management Consulting, Marketing, Analytics, Strategic Partnerships, Product Management, Account Management, New Business Development, Strategy, Product Marketing, Strategic Planning, Budgets, Portfolio Management
Education
Boston University Questrom School of Business 1996 — 1999
Masters
Bentley University 1986 — 1990
Bachelor
WHS
State Street Bank October 2011 - Present
State Street June 2003 - October 2011
Deutsche Bank April 1995 - June 2003
Education
Belmont University 1985 — 1990
Bachelor’s Degree
IBM September 2015 - Present
Accenture July 2013 - September 2015
State Street May 2011 - June 2013
State Street September 2005 - May 2011
State Street Bank September 2004 - September 2005
State Street September 2001 - September 2004
Morgan Stanley August 2000 - September 2001
State Street Bank October 1998 - August 2000
State Street Bank December 1995 - October 1998
State Street Bank May 1990 - December 1995
Skills
Operational Risk, Risk, Risk Management, Operational Risk..., Credit Risk, Enterprise Risk..., Risk Mitigation, Internal Controls, Investments, Banking, Mutual Funds, Wealth Management, Risk Assessment, Business Analysis, Securities, Financial Management, Process Improvement, Risk Analysis, Accounting, Cash Management, Process Engineering, Program Management, Financial Risk, Basel II, Financial Services, Governance, Portfolio Management, Internal Audit, Credit, Finance, Analysis, Strategy, Equities, Fixed Income, Derivatives, Management, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1998
Master of Science, Accounting
Bridgwater State University 1986 — 1990
Bachelor of Science in Management Science, Accounting and Finance Concentration
State Street Bank January 2011 - February 2014
State Street Bank 1999 - 2014
State Street Bank January 2005 - January 2007
Skills
Financial Reporting, Financial Accounting, Corporate Finance, Bookkeeping, Account Reconciliation, Auditing, Financial Statement..., Income Statement, Cash Flow Statements, Derivatives, Interest Rate..., Fixed Income, Equities, Common Sense, Derivatives Trading, Credit Derivatives
Education
University of Phoenix 2006 — 2009
Finance, Accounting and Business/Management
Benjamin Franklin Institute of Technology 1995 — 1997
Electrical and Electronics Engineering
IASIS Healthcare February 2007 - Present
Dollar General Corporation March 2004 - February 2007
State Street Bank 2002 - 2003
Deutsche Bank 1997 - 2002
Education
Belmont University - Jack C. Massey Graduate School of Business 2002 — 2005
Masters, MBA
Lipscomb University 1993 — 1997
Oracle March 2015 - Present
IBM USA January 2014 - March 2015
IBM USA May 2012 - December 2013
IBM Slovakia June 2010 - April 2012
State Street Bank December 2008 - May 2010
InvestLink Technologies LLC June 2008 - November 2008
Quattro Wireless - Acquired: January 5, 2010 by Apple February 2008 - May 2008
International Business – Government Counselors, Inc. May 2007 - August 2007
Efficient Evolutions LLC February 2007 - May 2007
UBS May 2004 - August 2004
Skills
Sales Operations, Sales, Negotiation, Account Management, Competitive Analysis, Channel Partners, Solution Selling, Oracle Fusion Middleware
Education
Bentley University 2005 — 2008
BA, International Studies, Minors: Business and International Economics
Boston College 2009 — 2010
Certificate in Finance
University of Denver 2004 — 2005
BS, International Business
American Association of Inside Sales Professionals 2013 — 2013
Certified Inside Sales Professional (CISP®)
Oracle Sales Academy
IBM Sales Academy
The Boston English Institute
Professional English, Business English
Independent 2014 - Present
Becket-Chimney Corners YMCA 2000 - Present
SIX Securities Services, part of SIX Group Ltd 2009 - 2013
State Street Bank 1995 - 2009
Bank of Boston 1981 - 1995
Education
Tufts University
BA, Economics and Psychology
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
State Street Bank September 1995 - January 2015
Skills
Fixed Income, Client Services, Project Management, Finance, Portfolio Management, Microsoft Excel, Analysis, Process Improvement
Education
Bentley University 1989 — 1994
Bachelor of Science (B.S.), Accounting
Broadridge July 2015 - Present
Computershare January 2012 - July 2015
The Bank of New York Mellon January 2001 - January 2012
State Street Bank December 1999 - January 2001
State Street Bank January 1998 - December 1999
State Street Bank March 1997 - January 1998
Skills
Financial Services, Securities, Banking, Finance, Relationship Management, Corporate Actions, Mergers & Acquisitions, Mutual Funds, Accounting, Management, Bloomberg, Risk Management, Fixed Income, Capital Markets, Financial Analysis, Portfolio Management, Equities, Due Diligence, Training, Customer Service, Investments
Education
Fordham Gabelli School of Business 2013 — 2014
Master’s Degree, Investor Relations
Bentley University 1994 — 1996
BS, Business Economics
Community College of Rhode Island 1991 — 1994
Associate, General Business
athenahealth November 2012 - Present
State Street Bank January 2012 - November 2012
Enterprise Rent-A-Car October 2010 - January 2012
Skills
Microsoft Excel
Education
Bentley University 2006 — 2010
Bachelor of Science (BS), Economics-Finance
State Street Bank Assistant Vice PresidentState Street1998 - 2000
Skills
Securities, Back Office, Financial Services, Asset Managment, Financial Risk, Portfolio Management, Relationship Management, Operational Risk, Financial Markets, Risk Management, Bloomberg, Derivatives, Investments, Writing, Editing, SEC Rule 17f-5 / 17f-7, Publication Planning,...
Education
Bentley University 1984 — 1988
Bachelor of Science, Finance
State Street Bank March 2011 - Present
NewFields July 2010 - December 2010
Skills
Hedge Funds, Investments, Financial Services, Financial Analysis, Banking, Alternative Investments, Fund Accounting
Education
Bentley University 2006 — 2010
Bachelor's degree, Finance, General, 3.72
Leonard Fafel, CPA PC 2011 - Present
PwC August 2014 - October 2014
PwC August 2013 - October 2013
Swampscott Big Blue PTO August 2011 - August 2013
Wolf & Company, P.C. October 2008 - September 2009
State Street Bank January 2008 - September 2008
McGladrey (Formerly Caturano & Company) December 2001 - January 2008
P&H Solutions 2000 - 2001
TJX 1998 - 2000
Creelman & Smith, PC 1997 - 1999
Skills
Tax, Tax Research, Accounting, Tax Returns, Sarbanes-Oxley Act, Individual Returns, Cost Segregation, Small Business Tax, Tax Preparation, Tax Accounting, Income Tax, IRS, Sales Tax, High Net Worth..., Accountants, International Tax, Fixed Assets, IRS problem resolution, Trust Taxation, Bookkeeping, Financial Services, S Corporations, Partnership Taxation, CCH ProSystem fx, Corporate Tax, Financial Accounting, US Tax, Tax Law, ProSystem fx Tax, Sarbanes-Oxley, CPA, QuickBooks, LLC, State Tax, Tax Advisory, Tax Controversy, FAFSA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1995
MST, Taxation
Bentley University 1992 — 1994
BA in Accountancy, Accounting/Tax
Marblehead High School 1986 — 1990
Hillel Academy 1983 — 1986
CVS Health November 2013 - Present
Citizens Bank November 2012 - November 2013
State Street Bank April 2011 - November 2012
HCL Technologies September 2008 - October 2010
Sensata Technologies 2006 - 2008
Texas Instruments 1988 - 2006
Skills
Vendor Management, Project Planning, Strategic Sourcing, Process Improvement, IT Management, Business Analysis, Software Project..., ERP, Project Management, Business Intelligence, Change Management, Cross-functional Team..., Data Center, Enterprise Software, IT Service Management, Management, Program Management, Requirements Analysis, SDLC, SharePoint, Software Development, Strategy, Telecommunications, Virtualization
Education
Bentley University 1985 — 1989
BS, Business Information Systems
Winthrop-University Hospital September 2013 - Present
NYU Accelerated Nursing Program September 2011 - January 2013
Fidelity Investments April 2007 - February 2009
Fidelity Investments April 2004 - April 2007
State Street Bank June 2001 - April 2004
STATE STREET CORPORATION January 2001 - January 2004
State Street Corporation January 2001 - January 2002
Skills
Phi Beta Kappa, Excellent Customer..., Ability to muli-task, Leadership qualities, Team Oriented, Recognized for ability..., Team-oriented, Leadership, Financial Services, Trading, Equities, Corporate Actions, Nursing, Process Improvement, Customer Service, IV Certified, Community Outreach, ACLS, BLS
Education
New York University 2011 — 2012
Bachelor's degree, Registered Nursing/Registered Nurse, 3.67/4.0
Kingsborough Community College 2009 — 2010
Nursing Pre-requisites
Bentley University 1997 — 2001
Finance
Baystate Financial September 2009 - Present
Independence Financial Partners March 2007 - September 2009
State Street Bank June 2001 - February 2007
Putnam Investments September 1999 - April 2001
Education
College for Financial Planning 2014 — 2017
Master of Science in Financial Planning (MSFP)
Bentley University 2005 — 2008
Financial Planning Program
University of Massachusetts Dartmouth 1997 — 2001
B.S., Finance
Brown Brothers Harriman & Co. January 2005 - Present
State Street Bank December 1993 - January 2005
Eskenas, Schlossberg & Kaplan November 1991 - September 1993
Skills
Financial Services, Global Custody, Equities, Fixed Income, Requirements Analysis, SDLC, Securities, Risk Management, Corporate Actions, Project Management, Business Analysis, Mutual Funds, Program Management, Securities Lending, Visio, Vendor Management, Alternative Investments, Asset Managment, Capital Markets, Asset Management, Investments, Bloomberg, Business Requirements, Derivatives, Process Improvement, Trading Systems, Requirements Gathering, Fund Accounting, Investment Banking, Relationship Management, Change Management, Financial Analysis, Banking, Portfolio Management, Six Sigma Black Belt, PMP Certified, Back Office, Bloomberg Terminal, Bonds, Business Process..., Client Services, Financial Risk, Financial Markets, Fund Administration, Investment Management, Management, Market Data, Middle Office, Operational Risk, PMP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2000
MBA, Intl Business
Regis College 1987 — 1991
BA, Political Science, Intl. Studies
SCS Financial July 2015 - Present
RBS Citizens May 2014 - July 2015
State Street Bank June 2011 - May 2014
NEPC 2007 - 2010
Bear Stearns 2003 - 2007
Putnam Investments 2001 - 2003
State Street Global Advisors July 1997 - February 2001
Skills
Alternative Investments, Hedge Funds, Due Diligence, Prime Brokerage, Fund Of Funds, Private Equity, Venture Capital, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA/MSF, Finance
Bates College 1993 — 1997
BA, Economics
ABRHS 1989 — 1993
Harvey Building Products November 1999 - Present
State Street Bank August 1998 - November 1999
Skills
Project Management, SAP
Education
Bentley University 1994 — 1998
Ultimate Software July 2010 - Present
Ultimate Software Group December 2007 - July 2010
Wolters Kluwer Financial Services February 2007 - December 2007
Kronos Inc. October 2005 - February 2007
Kronos Incorporated January 2000 - October 2005
The Stride Rite Corporation June 1998 - December 1999
Malden Mills, Inc. June 1997 - June 1998
State Street Bank July 1991 - June 1997
Skills
Salesforce.com, SaaS, Lead Generation, Enterprise Software, Demand Generation, Strategic Partnerships, Product Marketing, Solution Selling, Market Research, Analytics, Account Management, CRM, New Business Development, Marketing Strategy, Marketing, Competitive Intelligence, ROI, Strategic Marketing, Analyst Relations, Sales, Business Process, Business Development, Management, Professional Services, Sales Operations, Sales Process, Business Intelligence, Cloud Computing, Team Management, Customer Retention, Strategy, Talent Management
Education
Bentley University 1996 — 1999
MBA, Finance
Merrimack College 1986 — 1991
Bachelors, Marketing
Andover High School
Andover High School
UnitedHealth Group March 2013 - May 2015
Liberty Mutual Insurance October 2012 - March 2013
Marketing Services June 2012 - August 2012
State Street Bank April 2012 - May 2012
PECO Energy August 2011 - April 2012
Be The Match operated by National Marrow Donor Program January 2011 - August 2011
OptumHealth September 2009 - December 2010
Lifetouch March 2009 - August 2009
RBC January 2007 - September 2007
Lockheed Martin January 2000 - September 2006
Skills
JUnit, Web Applications, Software Development, SOA, Java Enterprise Edition, Spring, Hibernate, SQL, Integration, SDLC, Java, Ant, Tomcat, JBoss Application Server, XML, Agile Methodologies, Web Services, Spring Framework, REST, Requirements Analysis, Maven
Education
Purdue University 1991 — 1992
Bemidji State University 1987 — 1991
BS
GE Treasury May 2011 - Present
GE Capital May 2011 - Present
RBS Global Banking & Markets April 2010 - May 2011
Bridgewater Associates July 2008 - November 2009
UBS Investment Bank September 2006 - May 2008
Cartesis September 1999 - September 2006
Accenture December 1996 - August 1999
Sodexho March 1995 - August 1996
State Street Bank December 1993 - March 1995
Skills
Risk Management, Business Analysis, Requirements Gathering, Business Process, Integration, Management, Analysis, SharePoint, Project Planning, Project Management, Process Improvement, Forecasting, PMO
Education
Bentley University 1994 — 1996
MBA
Bentley University
Bachelors
MassDOT June 2014 - Present
Fidelity Investments April 2013 - June 2014
Massachusetts General Hospital thru Bulfinch Temps March 2012 - April 2013
Fidelity Investments July 2006 - August 2011
Fidelity Investments August 2000 - June 2006
State Street Bank August 1996 - August 2000
John Hancock Life Insurance Company August 1995 - April 1996
Metropolitan Properties of America, Inc. February 1994 - April 1995
BayBank March 1989 - October 1993
Skills
PowerPoint, Outlook, Word, Excel, Photoshop, Administration, Adobe Acrobat, Event Planning, Teamwork, Conferences, Lotus Notes, Administrative Support, Visio, Access, Administrative..., Administrative..., Interviews, Management, Microsoft Excel, Office Management, Microsoft Word, System Administration, Training, Time Management, Accounts Payable, Editing
Education
North Shore Community College 2010 — 2011
Certificate, Microsoft Office 2007 (XMO)
Bay State College 1992 — 1996
Associate's Degree, Business Administration
Katharine Gibbs School 1991 — 1992
Executive Assistant/Executive Secretary
Ipswich High School 1982 — 1986
High School, General Studies
Fidelity Investments November 2014 - Present
SEI July 2011 - October 2014
State Street Bank April 2004 - June 2011
Fisher Investments 2000 - 2004
Back Bay Capital 1997 - 2000
Education
Bentley University 1988 — 1990
MBA
Bryant University 1983 — 1985
BS
Babson Capital Management March 2012 - Present
Dwight Asset Management August 2010 - May 2012
John Hancock June 2007 - September 2010
Deutsche Asset Management January 2002 - December 2006
Scudder Kemper Investments August 1999 - January 2002
Scudder, Stevens & Clark October 1996 - August 1999
Scudder, Stevens & Clark August 1995 - October 1996
State Street Bank June 1994 - August 1995
Skills
Fixed Income, Investment Strategies, Asset Managment, Investments, Bonds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
Masters of Business, Finance
University of Massachusetts, Amherst 1990 — 1994
Bachelors, Finance
Shrewsbury High School 1986 — 1990
Caras & Shulman, PC August 2014 - Present
Caras & Shulman, PC November 1998 - August 2014
State Street Bank June 1996 - November 1998
Skills
Tax Preparation, 401k Rollovers, Qualified Retirement..., Form 5500 preparation, Plan Compliance, QKA, Safe Harbor, Individual Returns, Accounting, Pensions, Partnership Taxation, Account Reconciliation, Auditing, Retirement Planning, Tax Returns
Education
Bentley University 1992 — 1996
BS, Accounting
Newburyport High School 1988 — 1992
First American Payment Systems August 2015 - Present
TSYS Acquiring Solutions March 2013 - August 2015
PayPros Payment Solutions December 2010 - February 2013
Intuit August 2005 - December 2010
State Street Bank 2003 - 2005
Equiserve/Computershare September 1996 - 2003
Skills
Account Management, Management, Payments, Electronic Payments, Payment Card Processing, Sales, Financial Services, Merchant Services, Mobile Payments, Product Management, Strategic Partnerships, Debit Cards, Payment Systems, Marketing, Vendor Management, Credit Cards, Team Leadership, Salesforce.com, Information Technology, Budgets, Leadership Development, ecommerce, Integration Projects, EMV, ISV, CRM, Strategy, Business Development, Relationship Management
Education
University of New England 1992 — 1996
BS, management
westbrook college 1992 — 1996
bs, management
Becker College 1988 — 1990
contoocook valley regional high school 1984 — 1988
business
SCH
HeartWare Inc May 2015 - Present
HeartWare Inc August 2012 - April 2015
Caliper Life Sciences, a PerkinElmer Company 2007 - 2012
RenaMed 2006 - 2006
DUSA Pharmaceuticals 2000 - 2005
State Street Bank 1996 - 2000
Skills
Forecasting, Mergers & Acquisitions, SEC filings, Accounting, Financial Modeling, Strategic Financial..., Finance, Microsoft Excel, Equities, Strategy, Interpersonal..., Consolidation, Advanced Excel Modeling, Equity Compensation, Acquisition-Divestiture..., Strong Interpersonal..., Strong Communication..., Stong Presentation..., SEC Reporting, Financial Reporting &..., Forecasting Modeling, Communication Skills, Management, Global Revenue Planning, Develop Sales..., Develop Sales...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
Masters, Finance
Norwich University 1983 — 1987
BS, Accounting
State Street Bank July 2012 - Present
Eaton Vance April 2005 - July 2012
State Street Corp January 1996 - April 2005
Deloitte & Touche September 1990 - January 1996
MFS January 1986 - January 1989
Skills
Mutual Funds, Fund Accounting, Equities, Securities, Asset Managment, Fund Administration, Alternative Investments, Valuation, Tax, Financial Reporting, Management, Financial Services, Investments
Education
Suffolk University - Sawyer Business School 1996 — 1999
MSF, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MST, Taxation
University of Massachusetts Boston 1985 — 1990
BC High
LeveL ATS June 2013 - Present
Charles River Development June 2012 - June 2013
State Street Corporation March 2009 - June 2012
State Street Corporation November 2006 - March 2009
Boston Stock Exchange 2006 - 2006
CVS 2005 - 2006
State Street Bank 2001 - 2004
Skills
Electronic Trading, Certification Testing, Equities, Order Management, Product Development, Trading Systems, FX trading, Trading, Fidessa, Business Intelligence, Options, Foreign Exchange, Quality Assurance, User Acceptance Testing, Exchange Connectivity, Equity Trading, Low Latency, SDLC, Middle Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1999
Master of Business Administration (MBA), Management Information Systems, General
State Street February 2011 - Present
State Street Bank October 2007 - February 2011
New Century Mortgage Corp 2003 - 2007
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
MBA, Economics & Financial Markets
Central Connecticut State University 2000 — 2002
BS, Finance
State Street April 2015 - Present
State Street Bank September 2012 - April 2015
Marsh Inc. July 2002 - September 2012
Skills
Property & Casualty..., Underwriting, Risk Management, Brokers, Insurance, Commercial Insurance, Casualty, Sales Management, Financial Risk, Workers Compensation, Reinsurance, Professional Liability, General Insurance, Legal Liability, Liability, Enterprise Risk...
Education
Northeastern University 2015 — 2016
Candidate for Executive MBA
Bentley University 1998 — 2002
Bachelor of Science, Economics and Finance
State Street August 2015 - Present
State Street Bank August 2010 - August 2015
State Street Bank August 2009 - October 2010
State Street Bank July 2007 - August 2009
State Street Bank June 2003 - July 2007
State Street Bank March 1996 - March 2003
Skills
Risk Management, Vendor Management, Business Analysis, Strategic Sourcing, Outsourcing, Management, Financial Analysis, Back Office, Asset Managment, Fund Accounting, Procurement, Financial Services, Business Process..., Budgets, Financial Risk, Auditing, Forecasting, Contract Negotiation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
MBA, International Business
Fitchburg State College 1987 — 1991
BS, Accounting
Brown Brothers Harriman (Poland) Sp. z.o.o September 2012 - Present
Brown Brothers Harriman September 2006 - Present
Brown Brothers Harriman September 2006 - July 2008
State Street Bank 1996 - 2003
State Street Bank 1996 - 2003
Skills
Fund Accounting, Bloomberg, Mutual Funds, Fixed Income, Corporate Actions, Equities, Derivatives, Securities, Financial Analysis, Investments, Asset Managment, Financial Services, Risk Management, Hedge Funds, FX Options, Trading, Portfolio Management, Valuation, Series 63, Banking
Education
Bentley University 1992 — 1996
BS, Finance
State Street Vice PresidentFidelity InvestmentsFebruary 2012 - December 2013
Fidelity Investments January 2010 - February 2012
JPMorgan Chase May 2009 - December 2009
J.P. Morgan 2009 - 2009
Barclays Global Investors September 2008 - December 2008
Fidelity Investments (FPCMS) September 2007 - September 2008
State Street Bank June 2007 - August 2007
Investors Bank & Trust August 2006 - June 2007
Investors Bank & Trust September 2004 - August 2006
Investors Bank & Trust March 2002 - September 2004
Skills
Client Service, Fund Accounting, Middle Office, Trading, Conversions, Project Management, Program Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 2000
MBA, International Business
Bentley University 1988 — 1992
B.S., Economics - Finance
Merrill Edge February 2014 - Present
Colonial Life November 2012 - April 2014
Baystate Financial Services April 2011 - October 2012
Wells Fargo Advisors, LLC February 2008 - November 2010
Philanthropic Strategic Planning, Inc. August 2003 - February 2008
Dean College September 2005 - October 2007
Archdiocese of Boston August 2000 - August 2003
State Street Global Advisors January 1995 - March 2000
State Street Bank 1981 - 1995
Skills
Asset Management, Charitable Giving..., Retirement Planning, Securities, Customer Relations, Non-profits, Fundraising, Relationship Management, Investment Management, Philanthropy, Strategy, Strategic Planning, Asset Managment, Nonprofits, Finance, Marketing, Customer Service, Leadership, Investments, Voluntary Employee..., Financial Services, Employee Benefits, Management, Retirement
Education
Bentley University 1976 — 1981
BS, Management
Westwood High School 1972 — 1976
Fidelity Investments 2010 - Present
Bank of New York Mellon April 2006 - January 2009
Oechsle International Advisors December 1999 - April 2006
Scudder Kemper Investments July 1997 - November 1999
Scudder, Stevens, & Clark February 1996 - June 1997
Scudder, Stevens, & Clark August 1994 - January 1996
State Street Bank November 1992 - July 1994
Skills
Investments, Fixed Income, Equities, Management, Mutual Funds, Securities, Financial Analysis, Accounting, Financial Services, Portfolio Management, Banking, Fund Accounting, Derivatives, Auditing, Business Analysis
Education
Bentley University 1988 — 1992
Central Catholic 1984 — 1988
CIGNA Healthcare March 2011 - Present
State Street Bank January 2007 - December 2010
State Street June 2003 - December 2006
State Street April 2001 - June 2003
Protege June 1999 - April 2001
TPWhelan, Inc January 1997 - June 1999
CSC Consulting 1993 - 1997
Skills
Vendor Management, Business Requirements, Business Process, IT Management, Systems Analysis, Business Analysis, Process Improvement, Project Management, Business Process..., SDLC, High Performance Teams, Leadership, Team Management, Security, Change Management, Requirements Analysis, Oracle, SQL, Access, Information Technology, Data Modeling, Testing, Data Warehousing, Securities, Data Manipulation, Visio, Project Portfolio..., Databases, Mutual Funds, Finance, Business Continuity, Requirements Gathering, DB2, Networking, Outsourcing, Software Project..., Software Development, SharePoint, Financial Services, Fixed Income, Business Intelligence, Architecture, Disaster Recovery, Agile Methodologies, IT Strategy, COBOL, Risk Management, Integration, Software Documentation, Enterprise Architecture
Education
Bentley University 1987 — 1991
Bachelor of Science (B.S.), Computer Information Systems
PAREXEL April 2013 - Present
Aptel Research April 2012 - April 2013
State Street Bank December 2000 - March 2004
State Street Bank February 2000 - December 2000
State Street April 1996 - January 2000
State Street April 1995 - April 1996
Marcam 1986 - 1993
Skills
Project Management, Corporate Communications, Management, Public Speaking, Training, Market Research, Process Improvement, Business Analysis, Leadership, Program Management, Software Documentation, Internal Communications, Employee Engagement, Presentations, Writing, Strategic Planning, Manufacturing, Financial Services, Information Technology, Pharmacueticals
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Business Communications
Wellesley College
BA, Economics
Williams College
Knights of Columbus Insurance May 2015 - Present
Dex Media, Inc. August 2006 - April 2015
Verizon Information Services 2000 - 2006
Mediatel June 1992 - June 2000
NYNEX 1988 - 1992
State Street Bank 1985 - 1986
Skills
New Business Development, Corporate Finance, Insurance, Financial Analysis, Negotiation, Process Improvement, Accounting, Business Development, Sarbanes-Oxley Act, Financial Modeling, Managerial Finance, International Business, Microsoft Excel, Start-ups, Financial Reporting, Forecasting, Finance, Risk Management, Budgets, Mergers, Business Planning, Business Analysis, Management, Analysis, Financial Risk, Strategy, Strategic Planning, Mergers & Acquisitions, Strategic Financial..., Business Strategy, Leadership, Sales
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1992
MBA, Finance
Bentley University 1981 — 1985
BS, Accountancy
Manulife Financial July 2013 - Present
Manulife Financial January 2012 - July 2013
Manulife Financial July 2010 - January 2012
Manulife Financial March 2010 - July 2010
Manulife Financial August 2006 - March 2010
State Street Bank March 2004 - March 2006
Skills
Middle Office, Derivatives, Fixed Income, Business Analysis, Project Management, Collateral Management, Risk Management, Equities, Mutual Funds, Financial Services, Portfolio Management, Investments, Asset Management, Securities
Education
Bentley University 1999 — 2003
BS, Marketing
Manulife July 2014 - Present
Manulife Financial February 2013 - July 2014
MFS Investment Management October 2003 - February 2013
SSB February 2000 - June 2003
State Street Bank February 1999 - February 2000
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Outlook, Accounting, Microsoft Word, Customer Service, Financial Reporting, PowerPoint, Account Reconciliation, Forecasting, Strategic Planning, Management, Investments
Education
New England College of Business and Finance 2010 — 2012
Master of Business Administration (M.B.A.)
Bay State College 2006 — 2008
Bachelor of Science (B.S.), Business Administration and Management
eSecLending January 2013 - Present
Wellington Management September 2011 - January 2012
Wellington Management March 2008 - December 2008
Investors Bank & Trust January 2006 - July 2007
State Street Bank July 2003 - November 2006
Thomson Financial March 2003 - June 2003
Education
Bentley University 1999 — 2008
BS, Finance
State Street Bank Managing Director/OwnerRE/MAX Navy Yard RealtyNovember 2007 - Present
Education
Bentley University 1998 — 2003
Public Consulting Group March 2010 - Present
State Street Global Advisors November 2006 - November 2008
State Street Bank June 2005 - November 2006
Skills
Microsoft Excel, Customer Service, Sales, Accounting, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2010
MBA, Accounting
Bentley University 2008 — 2010
MBA, Accounting
James Madison University - College of Business 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
State Street Global Advisors December 2014 - Present
State Street Bank and Trust Co, NA January 2009 - December 2014
State Street Bank and Trust Co of California, NA January 2009 - December 2014
State Street Bank July 2008 - December 2014
Elkins McSherry January 2010 - December 2013
Pioneer Investments January 2001 - July 2008
Harvard Management Company 1996 - 2001
Skills
Portfolio Management, Enterprise Risk..., Financial Risk, Mutual Funds, Risk Management, Hedge Funds, Securities, Alternative Investments, Fixed Income, Series 7, Bloomberg, Credit Risk, Mergers, Insurance, Equities, Derivatives, Asset Management, Financial Services, Operational Risk..., Investments
Education
Baylor University - Hankamer School of Business 1995 — 1996
Masters in International Management, International Business
The Citadel 1985 — 1989
BSBA, Business Administration
New England Pension Consultants January 1998 - Present
Massachusetts Pension Reserves Investment Management (PRIM) January 1995 - January 1998
State Street Bank June 1993 - January 1995
Skills
Investments, Pensions, Alternative Investments, Asset Allocation, Equities, Asset Management, Fixed Income, Mutual Funds, Hedge Funds, Private Equity, Portfolio Management, Investment Management, Securities, Real Estate, Pension Administration, Institutional...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Accounting
Barnstable High School 1985 — 1989
Tangoe, Inc. - The leading global provider of Connection Lifecycle Management services. September 2009 - Present
Tangoe, Inc. November 2004 - September 2009
Keane May 1993 - October 2004
General Electric May 1990 - April 1993
Brown & Associates, Inc. December 1988 - April 1990
State Street Bank September 1986 - November 1988
Skills
Solution design &..., Team Building, Applying proper..., Vendor Management, Business Development, CRM, Cloud Computing, Program Management, Strategy, Enterprise Software, Solution Selling, Outsourcing, SaaS, Business Analysis, Data Center, Management, Managed Services, Project Management, Integration, Telecommunications, VoIP, Leadership, Start-ups, Networking, Consulting, Business Process
Education
Bentley University 1982 — 1986
Bachelor of Science, Computer Information Systems
State Street Bank July 2000 - Present
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2005
Finance
Wheaton College (MA) 1996 — 2000
Economics
Columbia Management November 2006 - Present
State Street Bank July 2004 - November 2006
Education
Bentley University 1999 — 2003
ConnectedView 2012 - Present
State Street Bank 2011 - 2012
TheNextRound, Inc. 2005 - 2010
VIMAC Ventures 2003 - 2005
State Street Bank 1998 - 2003
JP Morgan Chase 1997 - 1998
Putnam Investments 1995 - 1997
Skills
Financial Modeling, Financial Reporting, Venture Capital, Financial Analysis, Private Equity, QuickBooks, Accounting, General Ledger, Software Implementation..., Financial Software..., Mutual Funds, Partnership Taxation, Tax, Partnership Accounting, Partnership Tax Returns, Email Marketing Software, Survey Software
Education
Suffolk University - Sawyer Business School 1998 — 2003
MST, Taxation
Bentley University 1991 — 1995
Bachelor's degree, Accounting
Lancaster University 1994 — 1994
Study Abroad, Accounting
Algonquin Regional High School 1988 — 1991
Bose Corporation October 2014 - Present
Bose Corporation July 2006 - September 2014
Tweeter April 2006 - July 2006
Talbots November 1999 - April 2006
Beth Israel Deaconess Medical Center July 1997 - October 1999
State Street Bank April 1997 - July 1997
The Davis Companies June 1994 - April 1997
Manpower Inc. 1993 - 1994
Skills
HRIS, PeopleSoft, Workday, Testing, Employee Benefits, Performance Management, Software Documentation, Benefits Administration, Requirements Analysis, Microsoft Excel, Outlook, Access, Data Analysis, Business Process..., Information Security..., Human Resources, Benefits, Documentation, Query, Rwiz Report Writing, Open Enrollment, Data Privacy, SAP HR, Remedy Software, Employee Self Service, Microsoft Word, Data Conversion, Data Security, global HCM, system security, Yellow Belt
Education
Bentley University 1995 — 1998
Certificate, Human Resource Management
State University of New York College at Geneseo 1990 — 1992
BA, Political Science; Public Administration
College of St Rose 1988 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Rapid7 June 2015 - Present
Liberty Mutual Insurance October 2014 - May 2015
Boston University April 2013 - December 2013
Boston Children's Hospital April 2012 - September 2012
Parametric Technology Corporation June 2007 - November 2011
Boston Children's Hospital March 2007 - May 2007
State Street Bank 1999 - 2002
Skills
PeopleSoft, HRIS, Business Analysis, SAP, Kenexa Brassring, Brio Query, User Acceptance Testing, Documentation, FileMaker, Sharepoint, EXCEL, WORD, PowerPoint, Access, Client Service, Visio, RWIZ reporting, WordPress, Oracle HR, SharePoint, Client Services, Software Documentation, Microsoft Word, Microsoft Excel
Education
Northeastern University
Bachelor of Science, Finance
Bentley University
Certificate, Accounting
Robert Half Finance & Accounting June 2014 - Present
Commonwealth Care Alliance 2015 - 2015
Hunter Rice PC October 2009 - June 2014
Choice One Communications November 2006 - June 2009
Worcester Hotel & Conference Center March 2005 - November 2006
winter wyman 2004 - 2005
Bureau Veritas August 2002 - May 2003
Physicians Quality Care March 1997 - March 1998
State Street Bank June 1995 - March 1997
Skills
Accounting, General Ledger, Account Reconciliation, Accounts Payable, Payroll, Variance Analysis, Invoicing, Journal Entries, Accruals, Forecasting, Bank Reconciliation, Finance, Financial Reporting, Financial Analysis, JD Edwards, PeopleSoft, Tax Accounting, Tax, Certified Government..., Financial Statements, Accounts Receivable, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2004
MBA, Accounting
Bentley University 2001 — 2004
Bachelor's Degree, Accounting, 3.1
University of Massachusetts Dartmouth 1989 — 1994
B.A., Accounting
State Street September 2014 - Present
State Street Bank December 2012 - Present
State Street Corporation February 2007 - November 2012
Bank of America August 2006 - February 2007
John Hancock July 2005 - December 2006
Skills
Bloomberg, Excise, Budgets, Expenses, Dividends, Daily Performances, Leadership, Finance, Nonprofits, PowerPoint
Education
Bay Path College 2012 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Cambridge College 2006 — 2007
Business Management, Finance
English High School 2002 — 2005
Global Studies
Admirals Bank April 2015 - Present
Century Bank August 2014 - April 2015
Admirals Bank May 2010 - August 2014
Capital Crossing Bank October 1994 - May 2010
Fleet Bank October 1992 - July 1994
State Street Bank June 1989 - April 1992
Skills
Commercial Lending, Banking, Financial Analysis, Asset Management, Valuation, Finance, Financial Modeling, Loans, Credit Analysis, Portfolio Management, Underwriting, Credit, Real Estate Financing, Due Diligence, Credit Risk, Loan Origination, Investments, Mortgage Lending, Commercial Real Estate, Real Estate, Commercial Banking, Acquisitions
Education
Bentley University 1986 — 1989
B.S., Accounting
J.P. Morgan July 2013 - Present
Bank of New York Mellon - Alternative Investment Services May 2011 - July 2013
JPMorgan June 1992 - May 2011
Fidelity Investments 1988 - 1992
State Street Bank 1982 - 1987
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
Bentley University
BS, Management
State Street Bank June 2010 - Present
The Siegfried Group January 2010 - June 2010
The Siegfried Group May 2007 - December 2009
KPMG, LLP 2003 - 2007
Skills
Financial Reporting, Internal Controls, Auditing, Accounting, SEC filings, Financial Statements, Mutual Funds, Finance, Revenue Recognition, Investments, Equities, Budgets, Fixed Income, Financial Audits, Portfolio Management, Fund Accounting, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, GAAP, SEC Filings
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2004
MSA, Accountancy
Bentley University 1999 — 2003
BS, Accountancy
Fidelity Investments July 2011 - Present
Fidelity Investments July 2009 - July 2010
Fidelity Investments May 2005 - January 2007
Fidelity Investments August 2000 - March 2005
State Street Bank February 1996 - August 2000
State Street Corp. 1996 - 2000
Skills
Project Management..., series 24, FINRA, Series 7, Financial Services, Risk Management, Relationship Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2010
MBA, Risk Management and Real Estate Management
Bryant University 1991 — 1995
BS BA, Finance
Object Networks, Inc. 2005 - Present
Key Business Services 2001 - Present
Genuity Inc June 1999 - December 2001
State Street Bank August 1987 - June 1999
Skills
Requirements Analysis, IT Strategy, SAP, Windows, Business Analysis, Architecture, Business Process..., Business Intelligence, Process Improvement, Programming, Software Project..., Management Consulting, ERP, Integration, SDLC, Business Process, Scrum, Agile Methodologies
Education
Bentley University
BS, Accounting
The Colony Group December 2000 - Present
State Street Bank January 1999 - December 2000
Investor's Bank & Trust Co August 1997 - January 1999
Skills
Wealth Management, Financial Planning, Investments, Financial Services, Finance, Financial Advisory, Portfolio Management, Asset Management, Mutual Funds, Wealth Management..., Asset Allocation, Management, High Net Worth...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
Master's, Financial Planning
Providence College 1987 — 1991
BS, Accounting
Dane & Howe accountantaccounting service corporatio1970 - 1980
state street bank 1967 - 1970
Education
Bentley University 1965 — 1968
accountant
State Street Bank March 2008 - Present
Skills
Bloomberg, Financial Services, Fund Accounting, Mutual Funds, Equities, Accounting, Finance, Financial Analysis, Investments, Securities, Derivatives, Account Reconciliation, Fixed Income, Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Bachelor of Science
Suffolk University - Sawyer School of Management
MBA
State Street May 2011 - Present
State Street Bank September 2003 - January 2009
State Street 1988 - 2009
State Street Bank May 1997 - April 2004
State Street Bank March 2003 - September 2003
State Street Bank April 2000 - March 2003
State Street Bank September 1992 - May 1997
State Street Bank May 1988 - September 1992
BayBank June 1984 - May 1988
Education
Bentley University 1985 — 1991
Bachelor of Science, Accounting
Mount Ida College 1982 — 1984
Associate in Business, Accounting
St. Columbkille's High School
State Street Bank September 2006 - Present
BTM Capital Corporation September 2004 - September 2006
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MBA
Bentley University 1986 — 1990
BS
John Hancock Financial Services March 2014 - Present
State Street Bank April 2012 - March 2014
Sun Life Financial July 2009 - March 2012
Deloitte October 1998 - June 2009
Arkwright Mutual Insurance Company June 1997 - November 1998
North American Security Life Insurance Company 1994 - 1997
Coopers & Lybrand 1991 - 1994
Prime Computer July 1989 - July 1991
Prime Computer January 1984 - July 1989
Skills
Accounting and Reporting, Audit, Internal Controls, Process Improvement, Organizational..., Team Building, Collaborative, Talent Management, Talent Development, Insurance, Financial Reporting, Controls, Compliance, SOX, Auditing, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Finance, Internal Audit, Accounting, Financial Analysis
Education
Bentley University 1988 — 1991
MSA, Accountancy
Northeastern University 1980 — 1985
Bachelor of Science, Management
State Street March 2015 - Present
State Street June 2013 - Present
John Hancock Life Insurance Company (U.S.A.) January 2012 - Present
John Hancock Life Insurance Company (U.S.A.) February 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.) October 2007 - March 2010
State Street Bank 2000 - 2007
Skills
IT Audit, Project Management, Program Management, Risk Management, Business Process, Financial Risk, Auditing, Financial Services, SDLC, Sarbanes-Oxley Act, Offshoring, Business Process..., Business Continuity, Project Portfolio..., Business Analysis, Vendor Management, PMP, Process Improvement, Risk Assessment, Internal Controls, Internal Audit, Governance, Management, Information Technology
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2003
MBA, MIS
Northeastern University 1991 — 1996
B.S., History, with Minor in Business Administration and Pre-Med
Putnam Investments September 2013 - Present
Enterprise Bank (Enterprise Bancorp) May 2013 - September 2013
State Street Bank 2007 - May 2013
Putnam Investments 1999 - 2006
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Finance
University of Lowell
BS, Accounting
State Street Bank July 2007 - Present
Investors Bank & Trust March 2006 - July 2007
Parsons Brinckerhoff September 2001 - March 2006
Skills
GAAP, Financial Statements, Management, Business Development, Fund Administration, SEC filings, Derivatives, Fixed Income, Microsoft Excel, Bloomberg, Mutual Funds, Financial Services, Financial Reporting, Financial Analysis
Education
Bentley University 1999 — 2001
BS, Marketing
St. Joseph's College 1997 — 1999
Business Administration
Norwell High School 1993 — 1997
State Street Bank September 2014 - Present
State Street Bank November 2013 - September 2014
State Street Bank October 2012 - November 2013
State Street Bank November 2011 - October 2012
State Street Bank October 2010 - November 2011
Skills
Bloomberg, Fixed Income, Financial Services, Equities, Asset Management, Alternative Investments, Financial Analysis, Portfolio Management, Valuation, Microsoft Excel, Financial Modeling, Bloomberg Terminal, Mutual Funds, Investments, Hedge Funds
Education
Bates College 2008 — 2010
B.S., Economics
United States Military Academy at West Point 2006 — 2007
Engineering
Cushing Academy 2002 — 2006
High School
Brown Brothers Harriman August 2014 - Present
State Street Bank November 2012 - August 2014
Brown Brothers Harriman August 2011 - November 2012
CVS August 2005 - November 2012
The Conference Center at Bentley October 2007 - May 2011
Integrity Interactive June 2010 - August 2010
Education
Bentley University 2007 — 2011
Bachelor, Corporate Finance and Accounting
John D O'Bryant High School 2003 — 2007
College Prepatory
Brisbois Capital Management, LLC January 2014 - Present
Wilmington, MA July 2002 - Present
H & R Block 2009 - April 2013
State Street Bank 1996 - 2002
Skills
Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2002
MBA, Accounting
Bryant University
athenahealth February 2014 - Present
athenahealth August 2007 - February 2014
State Street Bank June 2004 - August 2007
Skills
Financial Analysis, Financial Reporting, Account Reconciliation, Bloomberg, Accounting, Finance, Accounts Receivable, Financial Accounting
Education
Bentley University 2000 — 2004
Bachelor's of Science, Finance
Cape Wind August 2014 - October 2014
Alere, Inc. December 2013 - May 2014
BJ's Wholesale Club May 2013 - August 2013
State Street Bank December 2012 - May 2013
Middlesex District Attorney's Office May 2012 - August 2012
WilmerHale May 2011 - July 2011
Education
Northeastern University School of Law 2011 — 2014
Juris Doctor
Bentley University
Bachelor of Science
The Cape Cod Five Cents Savings Bank February 2014 - Present
Admirals Bank July 2013 - February 2014
State Street Bank October 2005 - October 2011
State Street Bank October 1998 - October 2005
State Street Bank June 1995 - October 1998
State Street Bank June 1993 - June 1995
State Street Bank June 1992 - June 1993
Bank of New England/Fleet Bank June 1985 - June 1992
Skills
Bloomberg, Requirements Analysis, Fixed Income, Financial Services, Equities, Securities, Business Analysis, Accounting, Analysis, Derivatives, Risk Management, Valuation, Financial Modeling, Financial Analysis
Education
University of Massachusetts Dartmouth 2013 — 2015
Charlton College of Business, Master of Business Administration (MBA)
University of Massachusetts Dartmouth 2011 — 2013
Charlton College of Business Bachelor of Science (B.S.), Accounting and Finance, GPA 3.97
Bentley University 1982 — 1985
Accounting
Mount Greylock
StudentCity.com, Inc. January 2005 - Present
Health Reinsurance Management Partnership (HRMP) 2002 - 2005
Health Reinsurance Management Partnership (HRMP) 1997 - 2002
Guaranty Fund Managment Services 1994 - 1997
State Street Bank July 1992 - October 1994
Skills
Accounting, Financial Analysis, Financial Reporting, Forecasting, FRx, Revenue Recognition, Budgets, Finance, Peachtree, Oracle Applications, Great Plains Software, Microsoft Office, Analysis, Microsoft Excel, Account Management, Auditing
Education
Bentley University 1988 — 1992
Bachelor of Science, Accounting
assisTek June 2014 - Present
Wild Honey Social Media May 2013 - April 2014
INDRA / SANTANDER BANK March 2012 - May 2013
New Horizons Computer Learning Centers April 2011 - March 2012
State Street Bank June 2006 - January 2008
INVESTORS BANK AND TRUST October 2001 - January 2008
Fidelity Investments January 2001 - October 2001
PFPC / FIRST DATA CORPORATION, FULL SERVICE RETAIL March 1999 - January 2001
SUN LIFE OF CANADA, RETIREMENT PRODUCT SERVICES July 1998 - March 1999
DST SYSTEMS, INC July 1996 - July 1998
Skills
COBOL, Micro Focus COBOL, CA7, QUEST TOAD, JCL, EZTRIEVE, CHAMP, ENDEVOR, FILE-AID, FILE-MANAGER, REMEDY, IBM Utilities, Download Utilities, FTP, NDM, WINDOWS 2007, Outlook Express, Microsoft Word, Microsoft Excel, Microsoft Project, Hardware - IBM 3090, Microsoft SQL Server, Endeavor, Mainframe, Easytrieve, MS Project, Fileaid, Toad, SQL, DB2, Software Documentation, Systems Analysis, Data Warehousing
Education
NEW HORIZONS CLC 2011 — 2012
Northeastern University 1987 — 1996
MIS Degree Program, 3.6
COMPUTER LEARNING CENTER 1992 — 1993
Certificate in Computer Programming, PROGRAMMING, 3.5
Bentley College - Elkin B. McCallum Graduate School of Business
New England Center for Homeless Veterans November 2010 - Present
City of Medford February 2013 - August 2013
City of Medford, Medford, MA 02155 September 2012 - November 2012
State Street Bank 2001 - 2007
Travelers 1989 - 1994
Skills
Legal Research, Database Administration, Archiving, Customer Focus, Office Management, Excel, Word, PowerPoint, Outlook, Access, Community Relations, Veterans Affairs, Editing, Community Outreach, Community Development, Program Development, Digital Preservation, Research, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Fundraising, Customer Service, Sales
Education
Bentley College
UMass Amherst
Liberal Arts
Element Fleet Management September 2003 - Present
Element Fleet Management May 2000 - September 2003
Element Fleet Management April 1995 - May 2000
Element Fleet Management August 1990 - April 1995
State Street Bank August 1988 - August 1990
State Street Bank June 1987 - August 1988
Skills
Data Warehousing, Database Administration, Data Analysis, Logical Data Modeling, Physical Data Modeling, Dimensional Modeling, SQL, Sybase ASE, Oracle, OBIEE, Sybase, Data Modeling, Database Design, SDLC
Education
Bentley College 1983 — 1987
Bachelor of Science, Computer Information Systems
Commonwealth of Massachusetts December 2014 - Present
Commonwealth of Massachusetts March 2013 - December 2014
Commonwealth of Massachusetts May 2012 - March 2013
State Street Bank January 2009 - April 2012
Skills
Managemennt, Case Review, Public Safety, Youth Advocacy, Criminal Justice, Juvenile Justice..., Fund Accounting, Corporate Actions, Fund Administration, Asset Managment, Mutual Funds, Teaching
Education
University of Massachusetts Boston
Criminal Justice
Bay State College 2011 — 2012
Associate of Science (A.S.), Criminal Justice
Boston Public Health Commission January 2014 - Present
State Street Bank March 2013 - Present
FBS & Venue Management Co. June 2009 - Present
United States Marine Corps May 2006 - Present
Moore Security Corp. December 2012 - March 2013
T's Pub December 2010 - April 2011
973 Commonwealth August 2009 - October 2010
T's Pub August 2007 - March 2008
Skills
Military Experience, Military Training, Infantry Tactics, Tactical Operations, Military Liaison, Foreign Relations, Joint Military..., Terrorism Awareness, Counterterrorism, Emergency Response to..., Counterinsurgency, •Level 1 Pashto linguist, Languages, •Marine Corps Martial..., Hand to Hand Combat, Management of Agressive..., •Combat water survival..., •Expert rifle..., •Pistol marksman, Weapons Handling, •Range Safety Officer..., Weapons Training, •Secret Clearance, •Certified Combat life..., Cardiopulmonary..., Automated External..., First Aid, Safety Officer..., Fire Safety Officer..., Suspicious Activity..., Master Security Officer..., Executive Protection, CCTV, Defensive Driving, Surveillance, World Class Customer..., Customer Service..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Carpentry, Baseball, Weightlifting, Weight Training
Education
Bay State College 2012 — 2016
Bachelor's degree, Criminal Justice, 3.69
Lynn University 2005 — 2007
No Degree, Hospitality and Tourism Management
Xaverian Brothers High School 2001 — 2005
Diploma, General Studies