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
Anixter August 2014 - Present
Axis Communications October 2012 - July 2014
Ann Taylor LOFT May 2011 - September 2012
Ann Taylor LOFT June 2009 - April 2011
State Street Bank September 2010 - December 2010
Skills
Leadership, Sales, IP Cameras, Customer Satisfaction, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Time Management, Teamwork, Marketing, Team Leadership, Account Management, Cold Calling, Management, Outlook, Salesforce.com, Sales Management
Education
Siena College 2008 — 2012
Bachelors of Science, Finance
Birkbeck College, University of London 2010 — 2010
Study Abroad Program
Innography July 2015 - Present
Innography January 2014 - June 2015
Innography May 2012 - January 2014
Innography October 2011 - July 2012
Manticore Technology March 2010 - October 2011
Boston College August 2005 - September 2009
Boston College March 2002 - August 2005
State Street Bank January 2001 - November 2001
Skills
CRM, Salesforce.com, Sales Process, Cloud Computing, Marketing Automation, Professional Services, Enterprise Software, SaaS, Product Demonstration, Product Management, Demand Generation, Competitive Analysis, CSS, HTML, Google Analytics, Lead Generation, Sales Enablement, Strategic Partnerships, Product Marketing, Selling, SQL, Partner Management, Solution Selling, JavaScript, Requirements Gathering, Analytics, Public Speaking, Microsoft CRM, Vertical Response, Technical Training, Innography, Thought Leadership, Business Intelligence, Sales, Rapid Prototyping, Intellectual Property..., ZenDesk, Statistical Data..., Google Adwords, DART, DoubleClick, REST, User Research, Product Development, Shell Scripting, Linear Regression, Competitive Intelligence, Patent Searching, Tableau, Intellectual Property
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MBA, Business, Technology, Sustainability
Boston College 2002 — 2005
B.S., Management Information Systems
Chesham Studios January 2000 - Present
Gillette Razor Co.-Boston September 1997 - August 2003
State Street Bank June 1985 - September 1997
Skills
Electronics, Sound, Music, Project Management, Research, Recording, Audio Engineering, Composition, Microsoft Office, Music Production, Customer Service, Mastering, Professional Audio, Studio Recording, Live Sound, MIDI, Music Industry, Social Media, Sound Design, Microsoft Excel, Audio Editing, Digital Audio, Music Technology
Education
U-Mass Boston 1993 — 1997
B.S.Finance, Finanace
Berklee College of Music 1974 — 1977
Diploma-Arranging and Saxaphone Performance, Music Arranging
Pratt Institute 1966 — 1969
Electrical and Electronics Engineering
Sanofi Pasteur October 2013 - Present
Sanofi Pasteur January 2013 - October 2013
State Street Bank November 2010 - January 2013
John Hancock July 2010 - November 2010
Converse, Inc. January 2010 - May 2010
BISSELL Homecare, Inc - Australia May 2009 - August 2009
BISSELL Australia PTY. LTD May 2009 - August 2009
L May 2008 - August 2008
L. Knife & Son, Inc. 2007 - 2008
Skills
Excel, PowerPoint, Word, Microsoft Office, Customer Relations, Customer Service, Outlook, Social Media, Microsoft Word, Microsoft Excel, Sales, Business Planning, Data Entry, Time Management, Analysis, Access, Budgets, Forecasting, Marketing, Account Management, Teamwork, Healthcare, Accounting, Marketing Strategy, Data Analysis, Team Leadership, Training, Sales Operations
Education
Saint Anselm College 2006 — 2010
Bachelor of Arts, Business
Bond University 2009 — 2009
Bachelor of Business Administration (B.B.A.), International Business
U.S. Bank October 2012 - Present
Epsilon Consulting Services September 2012 - October 2012
O3 Technology Solutions February 2007 - August 2012
State Street Bank December 2006 - February 2007
Sallie Mae October 2005 - December 2006
Skills
Calypso, Calypso ERS, Summit, Openlink Findur, ActivePivot, Prinicipia, Capital Markets, Derivatives, Accounting, FAS 133, FAS 157, FAS 52, Integration, Swaps, Software Project..., Risk Management, Financial Services, FX Options, Visio, Fixed Income, Business Analysis, Requirements Analysis, SDLC, User Acceptance Testing, Requirements Gathering
Education
Binghamton University 2002 — 2005
MS, Electrical and Computer Engineering
University of Mumbai 1997 — 2001
BE, Electrical Engineering
Lewtan May 2005 - Present
New York Life Insurance Company May 2004 - June 2005
State Street Bank June 1998 - May 2004
Skills
Financial Modeling, Financial Analysis, Fixed Income, Valuation, Capital Markets, Equities, Bloomberg, Hedge Funds, Investment Banking, Derivatives, Portfolio Management, Analytics, Business Analysis, Asset Management, Data Analysis, Due Diligence, Structured Finance, Risk Management, Business Valuation, Financial Markets, SQL, Oracle, Product Management, Project Management, CDO, Securitization, Financial Services, Finance, Securities, Loans
Education
Bentley University 1993 — 1997
BS, Accountancy
Rollins diagnostic animal laboratory November 2013 - Present
Clairmont Animal Hospital July 2012 - November 2013
Research Think Tank May 2011 - July 2012
Star Quarry Farms June 2009 - September 2010
UF College of Veterinary Medicine January 2007 - September 2010
State Street Bank June 2008 - August 2008
University of Florida College of Veterinary Medicine June 2007 - February 2008
Animal Clinic August 2005 - March 2006
Skills
Genotyping, RNA isolation, DNA extraction, DNA sequencing, DNA analysis, Toxicology, Genetic Testing, RT-PCR, PCR, Lifesciences, Mass Spectrometry, Laboratory, HPLC, Microscopy, qPCR, Gel Electrophoresis, Tissue Culture, Molecular Biology, Sequencing, LC-MS, Animal Models, ELISA, Immunohistochemistry
Education
Berry College
Animal Sciences/ Pre-Veterinary Medicine
Santa Fe Community College
Associate of the Arts, Biology
University of Florida
Bachelor of the Arts, Biology
University of Florida College of Veterinary Medicine
Master of Science, Forensic
Putnam Investments June 2014 - Present
Putnam Investments November 2013 - May 2014
State Street Bank February 2013 - October 2013
State Street July 2011 - February 2013
Wave Equity Partners June 2010 - September 2010
Education
Boston College 2007 — 2011
Bachelors, Finance and Marketing
St. John's Prep High School 2003 — 2007
Shaw's Supermarkets June 2013 - Present
SUPERVALU/Shaw's Supermarkets May 2005 - June 2013
Partners Healthcare/Charter Professional Services Corporation May 2000 - May 2005
Hemisphere Management February 1998 - February 2000
State Street Bank 1996 - 1997
Skills
Forecasting, Financial Reporting, Budgets, Essbase, Financial Analysis, Grocery, Variance Analysis, Financial Modeling, Retail, Capital Budgeting, Accounting, Microsoft Excel, MicroStrategy Reporting, Oracle R12 Financials, Pro Forma Development, Ad Hoc Reporting, Microsoft Word, PowerPoint, P&L Budget Management, P&L Analysis, Business Overhead..., Expense Budget..., Executive Reporting, Executive Support, Strategic Planning, Outstanding time..., Outstanding..., Organized Multi-tasker, GAAP, Analysis, Finance, P&L, Time Management, P&L Management
Education
Boston College 1993 — 1996
Bachelor of Science (BS), Finance, General
State Street Bank July 2008 - Present
State Street December 2004 - July 2008
State Street April 1999 - December 2004
Education
Bentley College 1988 — 1992
Bachelor of Science (BS), Accountancy
Columbia Threadneedle Investments, US November 2013 - Present
State Street Bank November 2012 - November 2013
State Street Bank September 2011 - November 2012
Five Star Quality Care July 2006 - September 2011
Skills
Microsoft Excel, Mutual Funds, Microsoft Office, Valuation, Outlook, Bloomberg, Fixed Income, Equities, PowerPoint, Time Management, Microsoft Word, Reuters, S&P, Economics, Fair Value, Pricing, Bloomberg Terminal, Financial Modeling
Education
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Weymouth High School 2003 — 2007
Numeric Investors May 2013 - Present
State Street Bank July 2011 - August 2011
The Blarney Stone September 2010 - July 2011
Harry McDonough Sailing Center July 2010 - August 2010
Skills
Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Research, Leadership, Customer Service, Outlook, Facebook, Time Management, Social Networking, Data Analysis, Financial Analysis
Education
Bentley University 2012 — 2016
Economics-Finance
Boston Latin School 2007 — 2012
Deloitte & Touche August 2015 - Present
Deloitte & Touche February 2012 - August 2015
MFS Investment Management April 2008 - February 2012
RR Donnelley 2006 - 2008
State Street Bank 2004 - 2006
MetLife Advisers 1999 - 2004
Towers Watson 1997 - 1998
The Monitor Company 1992 - 1995
Skills
Process Improvement, Management Consulting, Strategy, Project Management, Analysis, Business Analysis, Financial Services, Data Analysis, Business Process..., Risk Management, Mutual Funds, Financial Risk, Asset Management, Product Development, Staff Development, Securities, Requirements Analysis, SDLC, Business Strategy, IT Strategy, Requirements Gathering, PMP, Finance, Business Transformation, Investment Compliance, Internal Controls, Controls Testings, Dodd-Frank
Education
Northeastern University - Graduate School of Business Administration 2009 — 2011
MBA, Strategy & Innovation in High Tech Environments
Bentley University 1994 — 1998
BS, Business Management
Harvard Partners, LLP July 2014 - Present
The Cavan Group December 2013 - April 2014
EMC August 2011 - November 2013
Harvard Partners, LLP April 2010 - August 2011
JPM Consulting June 2009 - April 2010
Wellington Management Co. March 2007 - May 2009
State Street Global Advisors 1997 - 2007
State Street Bank (SSGA) 1997 - 2000
State Street Bank 1985 - 1997
Skills
Cloud Computing, Data Center..., Data Center Relocation, Investments, Data Center, Disaster Recovery, Infrastructure, Business Analysis, Business Continuity, Program Management, ITIL, Financial Services, Change Management, Project Management, Information Technology, Leadership, Management, Strategic Planning, Process Improvement, Consulting, Management Consulting, Vendor Management, Requirements Analysis, Project Planning, Business Continuity..., IT Strategy, SDLC, Project Portfolio..., IT Management
Education
Boston University 2007 — 2007
Certificate, Project Management
Disaster Recovery Institute 2005 — 2005
CBCP, Business Continuity Planning
Bentley University 1980 — 1984
BS Management, Information Systems
BNY Mellon Wealth Management June 2014 - Present
BNY Mellon Wealth Management May 2010 - June 2014
State Street Bank July 2009 - May 2010
Pax World Funds September 2008 - December 2008
Ageless Dreamer Foundation, Non-Profit Organization September 2008 - December 2008
TradeWinds Mechanical April 2007 - August 2007
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
B.S. Business Administration, Finance, Entrepreneurial Venture Creation
Bond University 2008 — 2008
Finance
University of New Hampshire
Goji May 2014 - Present
Euro-Pro Operating, LLC. November 2013 - March 2014
Charlesbank Capital Partners September 2013 - October 2013
Dana-Farber Cancer Institute June 2013 - August 2013
State Street Bank January 2013 - April 2013
Eaton Vance Management August 2012 - December 2012
Bain Capital August 2011 - February 2012
Stuart Dean Company January 2011 - April 2011
BITS, LLC. June 2005 - October 2010
Skills
Financial Analysis, Financial Operations, Financial Modeling, Financial Reporting, Financial Management..., Forecasting, Corporate Finance, Analysis, Finance, Managerial Finance, Strategic Financial..., Budgets, Start-ups, Accounting, Auditing, Financial Planning, Internal Audit, Strategic Planning
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Finance, Accounting.
Bharati Vidyapeeth 1991 — 1996
BDS, Dental Surgery.
The MENTOR Network 2012 - Present
Shawmut Design and Construction February 2007 - September 2010
State Street Bank January 2006 - February 2007
Skills
Financial Reporting, Bank Reconciliation, Accounting, Account Reconciliation, Cash Flow, General Ledger, Microsoft Excel
Education
Bentley University 1998 — 2002
Bachelor of Science (BS), Accounting
Collaborative Consulting January 2013 - June 2015
MBTA May 2014 - April 2015
MFS Investment Management January 2014 - April 2014
State Street January 2013 - December 2013
State Street (formerly Investors Bank & Trust) April 2006 - July 2012
HedgeFlex, Inc. March 2005 - April 2006
Pacific Exchange January 2000 - January 2004
Romac International September 1998 - December 1999
Fidelity Investments February 1996 - September 1998
State Street Bank June 1992 - January 1996
Skills
Business Analysis, Business Process..., Fund Administration, SDLC, FIX, Mutual Funds, User Acceptance Testing, Analysis, SQL, Business Requirements, Software Documentation, Financial Services, Project Management, Quality Assurance, Process Improvement
Education
Bentley College 1984 — 1988
BS, Accounting
Bentley College 1984 — 1988
Associate of Science (A.S.), Management
Villanova University 2012 — 2012
Master Certificate in Business Analysis
WooMe - The Ultimate Music Recognition App April 2013 - Present
iMovee Corporation January 2009 - December 2011
State Street Bank January 2009 - December 2009
FINRA January 2008 - December 2008
Talent Scan Consulting January 2006 - September 2007
DELL 2004 - 2006
Skills
Start-ups, Venture Capital, Mobile Applications, Entrepreneurship, Mobile Devices, Product Marketing, SaaS, Go-to-market Strategy, Analytics, Cloud Computing, Business Development, Competitive Analysis, Consulting, Digital Media, Marketing Strategy, E-commerce, Finance, Lead Generation, Advertising, CRM, Strategic Partnerships, Business Strategy, Management, Product Management, Enterprise Software, Executive Management, Mobile Technology, Strategy, Online Marketing
Education
Royal Holloway, University of London 2006 — 2007
MBA, Business Management
Bharathiar University 2000 — 2004
BTECH, Bachelor of Technology in Information Technology
University of Calicut
TIAA-CREF October 2013 - Present
TIAA-CREF July 2011 - October 2013
BJ's Wholesale Club August 2010 - July 2011
TIAA-CREF January 2009 - August 2010
ACS May 2005 - January 2009
Mellon HR Solutions January 2001 - May 2005
Scudder Investments January 2000 - December 2000
Mellon Bank July 1994 - December 1999
State Street Bank January 1992 - June 1994
Hills Department Stores 1985 - 1991
Skills
Business Analysis, Requirements Analysis
Education
Certificate Program - Honeywell/Regis College/Baystate Skills Corp. 1982 — 1982
Certificate, COBOL programming
Binghamton University 1974 — 1978
B.A., Political Science
YASH Technologies May 2006 - Present
John Deere June 2010 - June 2011
TimeTrade Systems, Inc. April 2009 - May 2010
State Street Bank July 2007 - March 2009
DTCC May 2006 - June 2007
Mentor Graphics April 2004 - May 2006
Innova Solutions India April 2003 - March 2004
Quark February 2002 - April 2003
Skills
Quality Center, Agile Methodologies, Scrum, Testing, Test Planning, Test Automation, Software Quality..., Unix, Test Management, XML, SQL, Quality Assurance, Oracle, Manual Testing
Education
Bharathiar University 1986 — 1991
BE, Electrical and Electronics Engineering
Coimbatore Institute of Technology 1986 — 1990
BE, Electrical and Electronics
Moody's Analytics December 2014 - Present
PMAC Lending Services Inc. July 2013 - June 2014
Lewtan August 2010 - July 2013
WaMu Capital Corp. July 2004 - February 2008
Countrywide May 2002 - July 2004
Wilshire Associates June 1998 - May 2002
State Street Bank October 1996 - 1998
Skills
Capital Markets, MBS, Equities, ABS, Fixed Income, Loans, Trading, Securitization, Financial Structuring, Hedging, Portfolio Management, Mortgage Lending, Structured Finance, Bonds, Securities, Bloomberg, Valuation, Structured Products, Derivatives
Education
Boston College 1992 — 1996
BS, Finance
Correct Care Solutions October 2014 - Present
Insight Global October 2014 - March 2015
Parallon October 2012 - August 2014
Vision Consulting, LLC October 2012 - December 2013
State Street Bank 2008 - 2010
Investors Bank & Trust Co. 2007 - 2008
Skills
Mutual Funds, Fixed Income, Risk Management, Collateral, Finance, Portfolio Management, Investments, Financial Services, Financial Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, Business Process..., Accounting, Analysis, Microsoft Excel, Process Improvement, Data Analysis, Business Analysis
Education
Bentley University 2002 — 2006
BS, Business, Management, Marketing, and Related Support Services
State Street Bank September 2013 - Present
State Street Bank December 2012 - September 2013
State Street Bank August 2011 - December 2012
Sovereign Bank August 2010 - August 2011
Skills
Microsoft Excel, Investments, Risk Management, Financial Analysis, Financial Modeling, Securities, Mutual Funds, Access, Bloomberg, Business Analysis, Internal Controls, Information Security, Fixed Income, Sarbanes-Oxley Act, Hedge Funds, Financial Accounting
Education
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Economics Finance
Manchester University 2009 — 2009
Xerox April 2014 - Present
Canon Business Solutions January 2010 - April 2014
Ricoh Americas Corporation 1996 - 2010
State Street Bank 1991 - 1996
Skills
Digital Printing, Document Imaging, Healthcare, Print, Printers, Managed Print Services, Selling, Variable Data Printing, Color Management, Print Management, Major Accounts, Photocopier, Document Management, Print On Demand, Solution Selling, Graphic Arts, B2B, Data Center, Pre-press, Offset Printing, Wide Format Printing, Inkjet, Direct Mail, Sales Operations, Account Management, Digital Imaging, Direct Marketing, Direct Sales, Multi-channel Marketing, Print Production Process, Ricoh, Sales Force Development, Sales Process, Salesforce.com, Software Industry, Web-to-print, Sales, Sales Presentations
Education
Boston College
Winchester High School September 2015 - Present
Tufts University September 2013 - Present
Tufts University January 2015 - May 2015
Merrimack College January 2013 - May 2013
University of Virginia September 2004 - May 2011
University of Virginia September 2006 - September 2008
PFPC January 2004 - August 2004
State Street Bank January 2003 - December 2003
State Street Bank February 2002 - October 2002
State Street Bank October 2000 - February 2002
Skills
Research, Higher Education, International Relations, Teaching, Writing, Editing, Qualitative Research, Proposal Writing, Project Management, Creative Thinking, International Business, Digital Humanities, Organizational Analysis, Time Management, Process Improvement, Leadership, Management, Microsoft Office, Public Speaking, University Teaching, Grant Writing
Education
University of Virginia 2006 — 2013
Doctor of Philosophy (Ph.D.), History
University of Virginia 2004 — 2006
Master of Arts (M.A.), History
Boston University 1998 — 2000
Master of Arts (M.A.), International Relations
Boston College 1992 — 1996
Bachelor of Arts (B.A.), History
The University of Glasgow 1994 — 1995
CVR Portfolio Funds November 2013 - Present
State Street Bank November 2011 - September 2013
Pulse Trading November 2004 - November 2011
Charles Schwab January 2003 - November 2004
Moore Capital Management January 2001 - February 2002
Thomas Weisel Partners May 1999 - December 2000
Bear Stearns November 1993 - April 1999
Skills
Hedge Funds, Electronic Trading, Series 7, Bloomberg, Equities, Alternative Investments, Securities, Equity Trading, Portfolio Management, Mutual Funds
Education
Boston College 1986 — 1990
BS, Finance
Xaverian Brothers High School
State Street Bank July 2014 - Present
State Street Bank October 2013 - July 2014
Properly Revived Rental Property Services April 2012 - October 2013
Wah-Bo Grill May 2011 - August 2011
Skyhawks Sports Academy June 2009 - May 2011
Skills
Research, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Facebook, Spanish, Teamwork, Social Media, Data Analysis, Statistics, Critical Thinking, Time Management
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Business Management
State Street Bank 2005 - Present
MFS Investment Management 2004 - 2005
Bingham McCutchen 2001 - 2003
Fidelity Investments 1998 - 2001
Skills
Securities Regulation, Due Diligence, Financial Services, Mutual Funds, Investments, Hedge Funds, Corporate Governance, Securities, Equities, Outsourcing, Joint Ventures, Fixed Income
Education
Boston University School of Law
Master of Laws (LLM), Banking, Corporate, Finance, and Securities Law
Suffolk University Law School
Doctor of Law (JD)
Boston College
Bachelor of Arts (B.A.), French Language and Literature
Dividend Capital Group 2003 - Present
INVESCO Funds Group 1992 - 2003
State Street Bank June 1990 - April 1992
Skills
Alternative Investments, Securities, Hedge Funds, Asset Managment, Investments, Series 7, Asset Allocation, Series 63, Wealth Management, Series 24, Investment Strategies, People-oriented, Equities, Mutual Funds, Investment Advisory, ETFs, Asset Management, Series 65, Uniform Combined State..., Separately Managed..., Portfolio Management
Education
Bentley University 1986 — 1990
Bachelor of Science, Economics - Finance
Humedica (Optum Insight) March 2015 - Present
Humedica (via Eliassen Group) September 2014 - March 2015
Novartis Institutes for BioMedical Research October 2013 - September 2014
Diatom Software LLC December 2010 - August 2013
Sanofi-Aventis June 2000 - November 2010
M.G.H / Cortechs April 2000 - June 2000
State Street Bank May 1998 - April 2000
Burton Snowboards September 1997 - April 1998
Skills
Java, MySQL, jQuery, Eclipse, Data Mining, JavaScript, Guitar, Integration, SQL, Database Design, Groovy, Cloud Computing, jQuery UI, Bass Guitar, Software Design, MongoDB, Maven, Djembe, Drum Set, Marimba, Bioinformatics, Hadoop, NoSQL, Python, Apache Pig, HBase, Grails, MapReduce, Sqoop, Oozie, IntelliJ IDEA, Linux
Education
The Boston Conservatory 2007 — 2009
M.M.Ed, Music Education
Salem State College 2004 — 2007
B.S., Mathematics
Champlain College 1997 — 1998
A.S., Computer Programming
Berklee College of Music 1992 — 1994
Music
Beantown Bed & Biscuit October 2009 - Present
VDB Photography March 2009 - Present
State Street Bank June 2008 - March 2009
Wilton Re Services, Inc. May 2006 - August 2007
Education
Boston College 2004 — 2008
BS, Economics, Math, Computer Science, Philosophy
State Street January 2014 - Present
State Street Bank September 2007 - January 2014
State Street July 2006 - September 2007
Investors Bank & Trust July 2005 - July 2006
Skills
Equities, Tax, Hedge Funds, Private Equity, Financial Analysis, Alternative Investments, Business Strategy, Due Diligence
Education
Johnson and Wales University 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bilkent Üniversitesi / Bilkent University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Computer Technology/Computer Systems Technology
State Street August 2014 - Present
State Street Bank July 2013 - August 2014
State Street June 2012 - August 2012
State Street June 2011 - August 2011
Skills
Mutual Funds, Hedge Funds, Equities, Fixed Income, Bloomberg
Education
Bentley University 2009 — 2013
Bachelor's degree, Finance, General
2015 Level II Candidate in the CFA Program
Wilton High School
iGATE Technologies Inc October 2013 - Present
AllianceBernstein 2004 - 2013
State Street Bank 1999 - 2004
UBS Global Asset Management 1999 - 1999
UBS Global Asset Management 1998 - 1999
Skills
Fixed Income, Project Coordination, Equities, Derivatives, Database Administration, Securities, Corporate Actions, Bloomberg, Middle Office, Settlement, Bonds, Working knowledge of SQL, Bloomberg Terminal, Reuters, DTC, CAMRA, Factset, Interactive Data, Moody, Vendor Relationships, Third Party Vendor..., Credit Rating, Portfolio Management, Bloomberg Data License, Global Plus, MS Excel Pivot Tables, Vlookup, Hedge Funds, Trading, Data Stewardship, Data Administration, Investment Management, Asset Management, Trading Systems, Alternative Investments, Options
Education
Borough of Manhattan Community College
Associate of Arts (AA), Liberal art
CUNY SPS
State Street Alternative Investment Solutions July 2014 - Present
State Street January 2012 - June 2014
State Street Bank June 2011 - August 2011
Reebok International LTD January 2010 - June 2011
Skills
Finance, Microsoft Excel, Microsoft Office, Accounting, Teamwork
Education
Bentley University 2007 — 2011
Bachelor's degree, Finance, General
University of Richmond 2009 — 2009
Fidelity Investments April 2012 - Present
State Street Bank 2004 - 2010
Investors Bank & Trust 1999 - 2004
Investors Bank & Trust 1996 - 1999
Investors Bank & Trust 1994 - 1996
Education
Boston College
Bachelor of Science, Management (Concentration in Finance)
Dana-Farber Cancer Institute April 2011 - Present
State Street Bank July 2009 - June 2011
Education
Boston College 2004 — 2008
BA
Westwood High School- Class of 2004
MITRE January 2011 - Present
Bottomline Technologies January 2009 - January 2011
Fidelity Investments August 2006 - December 2008
Liberty Mutual October 2004 - May 2005
Fidelity Investments August 2000 - December 2002
State Street Bank 1998 - 2000
Education
Boston University 1998 — 2002
MS, Computer Information Systems
Bentley University 1989 — 1991
BS, Accounting
Signature Group SpecialistUS Army2007 - 2008
State Street Bank 2004 - 2007
Skills
Asset Management, Asset Managment, Investments, Real Estate Economics, Finance, Hedge Funds, Equities, Valuation, Due Diligence, Brokerage, Capital Markets, Financial Structuring, Securities, Alternative Investments, Portfolio Management, Bloomberg
Education
Boston College 1999 — 2004
BA, Economics
Fairfield Prep 1995 — 1999
Greenwich Country Day School 1986 — 1996
Citizens Bank June 2015 - Present
Santander Bank, N.A. August 2013 - June 2015
Santander Bank, N.A March 2011 - July 2013
State Street Bank June 2007 - December 2010
State Street Bank October 2004 - May 2007
Bank of America March 1999 - May 2004
Skills
Risk Management, Financial Analysis, Portfolio Management, Project Management, Curriculum Design, Training, Credit Underwriting, Underwriting, Counterparty Risk, Financial Risk, Credit, Loans, Banking, Credit Risk, Financial Services, Commercial Banking, Credit Analysis, Fixed Income, Finance
Education
Bentley University 1996 — 2000
BS, Finance
Morgan Stanley Wealth Management December 2013 - Present
UBS Wealth Management March 2007 - December 2013
Morgan Stanley May 2000 - March 2007
State Street Bank May 1998 - May 2000
Skills
Client Services, FINRA, Financial Services
Education
Bentley University 1994 — 1998
BS, Marketing & Management
Arlington Catholic High School 1990 — 1994
St. Agnes School 1982 — 1990
Accenture January 2015 - Present
Amica Mutual Insurance Co. September 2009 - December 2014
Amica July 2007 - September 2009
Imetris October 2006 - September 2009
State Street Bank October 2006 - June 2007
NYSE October 2005 - October 2006
Wipro Technologies July 2004 - October 2006
Satyam October 2003 - July 2004
IBA Health October 2002 - October 2003
CompuDyne August 2000 - September 2002
Skills
Java, Web Services, Agile Methodologies, XML, SDLC, Java Enterprise Edition, Requirements Analysis, Software Project..., Tomcat, Eclipse, Insurance, Project Management, Guidewire, Duckcreek, Web Applications, Enterprise Architecture, Business Process..., Team Leadership, Project Planning, Resource Management, Resource planning, Vendor Management, Conflict Resolution, PCI Standards, PL/SQL, Microsoft SQL Server, SOA, DB2, AJAX, JSP, Spring, Oracle, Ant, Healthcare, JavaScript, Hibernate, SQL, New Business Development, Quality Assurance, Spring Framework
Education
Bharathiar University 1995 — 1999
BE
Sri Gopal Naidu Higher Secondary School 1993 — 1995
State Street Bank June 2009 - Present
Skills
Equities, Financial Modeling, Bloomberg, Financial Analysis, Accounting
Education
Bentley University 2005 — 2009
BAS, Finance
AIG June 2015 - Present
AIG January 2014 - Present
AIG June 2011 - Present
AIG March 2009 - June 2011
AIG September 2008 - March 2009
AIG April 2006 - September 2008
AIG October 2005 - April 2006
AIG October 2003 - 2005
Thomson Reuters July 2000 - October 2003
State Street Bank July 1999 - July 2000
Skills
Employment Practices..., D&O, Underwriting, Liability, Risk Analysis, Sales Management, Team Management, Risk Assessment, Financial Analysis, Financial Risk, Business Analysis, Operational Risk..., Commercial Insurance, Corporate Finance, Corporate Law, Directors & Officers..., Finance, Insurance, Risk Management, Brokers
Education
Boston College
Bachelor of Arts (B.A.), Economics
Platinum Realty September 2012 - Present
Quick Turn Homes LLC April 2012 - Present
Christ Fellowship of Kansas City April 2008 - Present
State Street Bank April 2010 - June 2013
Tradebank 2005 - 2009
Skills
Customer Service, Strategic Planning, Public Speaking, Real Estate, Financial Analysis, Entrepreneurship, Investments, Small Business, New Business Development, Negotiation, Marketing Strategy, Sales
Education
Wichita State University 2003 — 2004
Accounting, 4.0
Bob Jones University 1984 — 1991
Bachelor’s Degree, Bible and Speech, 3.5
Northern Trust Hedge Fund Services August 2013 - Present
Northern Trust Hedge Fund Services September 2011 - July 2013
Highland Capital Partners June 2007 - August 2011
Arnold Worldwide 2006 - 2007
State Street Bank September 2005 - January 2006
Skills
Accounting, Customer Service, Entrepreneurship, Finance, Financial Analysis, Financial Modeling, Investments, Marketing, Microsoft Office, Strategic Planning, Valuation, Venture Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Corporate Finance, Entrepreneurial Management
Boston College 2001 — 2005
BS, Finance, Marketing
LMCG Investments November 2013 - Present
LMCG Investments June 2013 - November 2013
State Street Bank November 2012 - June 2013
WTS Proprietary Trading Group, LLC January 2012 - April 2012
Bruker May 2011 - August 2011
Bentley University June 2009 - July 2009
Skills
Microsoft Office, PowerPoint, Word, Access, Financial Analysis, Microsoft Excel, Outlook, Analysis, Accounting, Financial Modeling, Research, Financial Reporting, Crystal Ball, Public Speaking, Corporate Finance, Investments
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), corporate finance and accounting
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance and Accounting, Graduate
State Street Bank September 2005 - Present
Bingham McCutchen 2001 - 2005
Skills
Legal Writing, Litigation, Legal Research, Securities Regulation, Securities
Education
Boston College Law School 1999 — 2002
J.D., Law
Bentley University 1996 — 1999
B.S., Finance
Oechsle International Advisors October 2004 - Present
Thomas Weisel Partners July 2002 - October 2004
Evergreen Investments January 2000 - July 2002
State Street Bank January 1998 - January 2000
Skills
International Trading, Equity Trading, SMA Trading, Program Trading, FX trading, ADR Conversions, Bloomberg, Hedge Funds, Series 7, Trading Systems, Asset Managment, Trading, Investments, Equities, Asset Management, Emerging Markets, Fixed Income, Capital Markets, Foreign Exchange, ETFs, Factset, Options
Education
Bentley University
BS, Finance
University of Massachusetts at Amherst - Isenberg School of Management
Bank of America September 2014 - Present
State Street Bank November 2013 - September 2014
Silver Bridge April 2008 - August 2013
Bank of America May 2006 - April 2008
Bank of America August 2004 - May 2006
Bank of America March 1999 - August 2004
Bank of America May 1997 - March 1999
Skills
Financial Analysis, Regulatory Filings, Communication, Public Speaking, Customer Service, English, Windows, Research, Outlook, Teaching, Strategic Planning, Budgets, Negotiation, Editing, Advent (APX, Moxy), CAPS, SEI, First Rate, PACE, Bloomberg, Lipper, Indata, Advisor, Portview, Advisor Decide, Westlaw, Lexis Nexis
Education
Massachusetts School of Law 2010 — 2013
Juris Doctor, Contracts, Compliance, Taxation
Bentley University 1993 — 1995
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Boston University 1990 — 1992
Master of Education (M.Ed.), Teaching English as a Second or Foreign Language/ESL Language Instructor
Moscow State Lenin Pedagogical Institute 1980 — 1984
Bachelor of Arts (B.A.), English and French
State Street Bank March 2014 - Present
State Street Bank July 2010 - February 2014
Xpitax solutions January 2010 - April 2010
Skills
Account Reconciliation, Financial Forecasting, Essbase, Microsoft Excel, Access, Variance Analysis, Finance, General Ledger, Budgets, Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Analysis
Education
Bentley University 2009 — 2010
MSA, Accountancy
Bentley University 2005 — 2009
Accountancy
Oracle April 2013 - Present
Collective Brands, Inc. May 2011 - April 2013
Raytheon Company October 2009 - November 2010
Raytheon Company October 2008 - October 2009
State Street Bank June 2007 - October 2008
RSA, A Security Division of EMC January 2006 - June 2007
Skills
SAP, Microsoft Office, Lotus Notes, Outlook, Earned Value Management, PeopleSoft, Microsoft Excel, Microsoft Word, PowerPoint, Six Sigma
Education
Bentley University 2001 — 2005
BS, Marketing, Finance
Bain Capital February 2015 - Present
TEKsystems April 2014 - February 2015
MetLife March 2012 - November 2013
MetLife April 2002 - March 2012
MetLife May 1997 - April 2002
Fidelity Investments November 1995 - April 1997
State Street Bank 1994 - 1995
State Street Bank 1991 - 1994
State Street Bank 1989 - 1991
Skills
Project Management, Security, Information Security, Business Analysis, ITIL, PMP, Quality Assurance, User Acceptance Testing, SDLC, Vendor Management, PMO, SharePoint, Requirements Gathering, Visio, IT Strategy
Education
Bentley University 1985 — 1989
BS
Scivantage September 2011 - Present
State Street Global Advisors November 2006 - December 2007
State Street Bank October 2003 - November 2006
State Street Bank June 2000 - October 2003
State Street Bank June 1997 - June 2000
Skills
Business Analysis, SDLC, Mutual Funds, Financial Services, Equities, Bloomberg, Fixed Income, Microsoft Excel, Portfolio Management, Securities, Financial Analysis, Corporate Actions, Investments
Education
Boston College 1993 — 1997
Bachelor's degree, Accounting
State Street Bank July 2013 - Present
Samet and Company PC February 2013 - April 2013
Aircuity September 2012 - December 2012
University Undergraduate Admissions Office January 2010 - December 2012
State Street June 2012 - August 2012
New York Life Insurance Company October 2011 - May 2012
Pan-Hellenic Council November 2010 - November 2011
Norway Savings Bank May 2011 - August 2011
Personal Touch Catering January 2005 - August 2011
Skills
Excel, PowerPoint, Word, Microsoft Office, Outlook, Public Speaking, Problem Solving, Morningstar, SAP, Public Relations, Administration, Banking, Customer Service, Financial Planning, Data Entry, Customer Relations, Writing, Insurance
Education
Bentley University 2009 — 2012
Bachelor of Science, Finance and Liberal Studies in Health and Industry
Eaton Vance 2011 - Present
State Street Bank May 2010 - December 2010
State Street Bank June 2006 - May 2010
Thomas Direct Sales September 2005 - December 2005
Skills
Investments, Management, Portfolio Management, Program Management, Banking, Forecasting, Sales, Marketing, Mutual Funds, Asset Management, Financial Analysis
Education
Bentley University 2008 — 2011
MBA, Marketing and Management
Montclair State University 2002 — 2006
B.A, Business Administration; Marketing and Management Skills
WebMD February 2015 - Present
WebMD September 2014 - February 2015
WebMD December 2013 - September 2014
WebMD August 2013 - November 2013
Johnson & Johnson - BabyCenter.com March 2012 - August 2013
Johnson & Johnson - BabyCenter.com March 2008 - March 2012
Johnson & Johnson - BabyCenter.com July 2007 - March 2008
New York City Opera 2007 - 2007
State Street Bank October 2005 - February 2006
Skills
Digital Media, Mobile Advertising, Salesforce.com, Media Planning, Advertising Sales, Ad Networks, comScore, Online Advertising, Social Media Marketing, Digital Marketing, SEM, Integrated Marketing, Web Analytics, Inventory Management, Social Advertising, Data Management, Data Analysis, DSM, Creative Strategy, Reconciliation, Mobile Solutions, Strategic Communications, Multi Tasking, MediaVisor, iDesk, Video Advertising, Pricing Optimization, Account Management, Box.net, Account Reconciliation, Digital Strategy
Education
Berklee College of Music 2002 — 2006
Bachelor of Science (BS), Music Business Mgmt & Cello Performance
Union of Concerned Scientists August 2014 - Present
State Street Bank September 2013 - August 2014
The Skellig November 2011 - August 2014
State Street August 2012 - August 2013
Cabot Corporation May 2011 - May 2012
Lastoria Italian Bar and Grill January 2007 - April 2011
Blockbuster May 2007 - June 2008
Skills
Financial Analysis, Accounting, Communication, Team Building, Team Leadership, Mentoring, Analytical Skills, Problem Solving, Analysis, Finance, Auditing, Corporate Finance, Management, Teamwork, Budgets, Account Reconciliation, Internal Controls, Time Management, Leadership, Process Improvement, Project Management, Financial Statements, Data Analysis, Microsoft Excel, Financial Modeling, Forecasting, Financial Reporting
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Corporate Finance & Accounting
Stoughton High School 2004 — 2008
High School Diploma
Aria Development Group October 2015 - Present
Brightwood Capital December 2014 - September 2015
Weiss Asset Management July 2010 - June 2014
State Street Bank May 2007 - July 2010
Skills
Financial Analysis, Fund Accounting, Financial Modeling, Hedge Funds, Financial Services, Alternative Investments, Financial Reporting, Valuation, Fixed Income, Bloomberg, Capital Markets, Derivatives, Asset Management, Equities, Investor Relations, Investments
Education
Bentley University 2003 — 2007
BS, Corporate Finance and Accounting
Affiliated Ins. Mgrs. August 2003 - Present
Pacificare Health Systems- RX Solutions August 2002 - August 2003
State Street Bank January 1998 - July 2002
Tower Financial Group January 1997 - December 1998
Business Matters Inc. May 1995 - December 1996
Federal Archives and Record Center 1993 - 1995
Skills
Insurance, Underwriting, Strategic Planning, Risk Management, Property & Casualty..., Claim, Investments, Commercial Insurance, Finance, Management, Casualty, Forecasting, Legal Liability, Employment Practices..., Umbrella Insurance, Commercial Lines
Education
Bentley University 1991 — 1995
Bachelor of Science (BS), Finance
Harvard University October 2013 - Present
Fidelity Investments 2001 - 2013
Thomson Reuters 1995 - 2001
State Street Bank 1993 - 1995
Skills
Business Analysis, Financial Analysis, Mutual Funds, Project Management, Vendor Management, Forecasting, Cross-functional Team..., Fixed Income, Program Management, Organizational Design, Process Improvement, Product Management, Budgets, Valuation, Software Engineering, Financial Services, Analysis, Analytics, Business Process, Strategy, Software Development, IT Strategy, PMO, Management
Education
D'Amore-McKim School of Business, Northeastern University
MBA, Finance and International Mgmt
Birla Institute of Technology and Science
Bachelor of Science (B.S.), Engineering
State Street Global Advisors (SSgA) January 2014 - Present
State Street Global Advisors (SSgA) May 2013 - January 2014
Shepherd Kaplan LLC June 2011 - April 2013
Congress Asset Management May 2007 - June 2011
Nation One Mortgage September 2005 - May 2007
State Street Bank 2004 - 2005
Skills
Alternative Investments, Fixed Income, Asset Management, Private Equity, Wealth Management, Bloomberg, Finance, Hedge Funds, Mutual Funds, Equities, Investments
Education
Northeastern University, D'Amore-McKim School of Business 2010 — 2012
MBA, Finance
Bentley University 2000 — 2004
BS, Finance
State Street Bank September 2011 - April 2014
SS&C Technologies January 2001 - August 2011
Fidelity Investments June 1999 - January 2001
Skills
Project Management, Business Process..., Business Analysis, Business Strategy, Databases, SQL, Quality Assurance..., SDLC, Help Desk Support, Bloomberg, Microsoft Office, Hedge Funds, Fund Accounting, Cash Management, Superior Client Service, Financial Reporting, Compliance Procedures, Coaching and Mentoring, Analysis Risk Management, Fund Performance
Education
Bentley University
Bachelor's degree, Business Administration and Management, General
Clark University
Web Master Certificate, Web Master
Boston College September 2010 - Present
CommonWealth REIT June 2011 - August 2011
RMR Advisors 2005 - 2010
State Street Bank 2003 - 2005
Deutsche Bank May 2002 - May 2003
State Street Bank June 2000 - May 2002
Skills
Financial Analysis, Corporate Finance, Mergers, Valuation, Securities, Financial Modeling, Portfolio Management, Bloomberg, Investments, Equities, Financial Reporting, Accounting, Finance, Asset Managment, Microsoft Excel, Access, Argus Modeling, SQL, IRR, NPV, Pivot Tables
Education
Boston College 2010 — 2012
MBA, Corporate Finance
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
BBA, Finance and Operations Management
Automated Accounting Associates March 1984 - Present
US Bank National Association January 2002 - January 2014
Seaboard Mechanical Corporation December 2005 - October 2009
State Street Bank September 1995 - December 2002
Bank of Boston (acquired by Bank of America) April 1989 - August 1992
Shawmut Bank, N.A. (acquired by Bank of America) March 1986 - February 1988
Malmart Mortgage Company October 1984 - September 1986
Neuberger Berman August 1985 - March 1986
Shawmut Bank, N.A. (acquired by Bank of America) March 1969 - June 1983
Skills
Banking, Accounting, Microsoft Office, Financial Analysis, Account Reconciliation, Loans, Risk Management, Managerial Finance, Management, Asset Managment, Mutual Funds, Budgets, Customer Service, Business Analysis, Financial Services, Analysis, Portfolio Management, Investments, Asset Management, Finance
Education
Bentley University 1965 — 1968
MFS Investment Management March 2010 - Present
State Street Bank July 2007 - February 2010
IBT May 2006 - July 2007
Skills
Disaster Recovery, Sarbanes-Oxley Act, Internal Audit, Risk Management, Auditing, IT Audit, Business Analysis, Business Continuity, Financial Services, Information Technology, SAS70
Education
Bentley University 1999 — 2003
Bachelors, Finance, Minor Behavioral Science
University of Massachusetts Amherst February 2012 - Present
University of Massachusetts Amherst 2000 - February 2012
Channing Bete Company 1994 - 2000
State Street Bank 1982 - 1984
Skills
Analysis, Data Analysis, Research, Team Leadership, Project Management, Management, Microsoft Office, Editing, PowerPoint, Copy Editing, Microsoft Excel, Teaching
Education
Bentley University 1985 — 1988
MSCIS, Computer Information Systems, Cum Laude
University of Massachusetts at Lowell 1976 — 1980
Accounting, B.S., Cum Laude
Bose Corporation June 2011 - Present
Bose Corporation November 2003 - June 2011
Comverse December 2000 - November 2003
Newton-Wellesley Hospital August 1997 - December 2000
State Street Bank June 1996 - August 1997
Skills
Cross-functional Team..., Product Management, SAP, Business Intelligence, Pricing, Business Strategy, Forecasting, Strategic Planning, Strategic Partnerships, Start-ups, Market Analysis, Product Launch, Competitive Analysis, Product Lifecycle..., Business Analysis, Marketing Strategy, Consumer Electronics, Product Development, Analytics, Go-to-market Strategy, Product Marketing, Process Improvement
Education
Bentley University 1992 — 1996
Finance
PricewaterhouseCoopers LLP April 2013 - Present
PricewaterhouseCoopers LLP November 2010 - August 2012
State Street Bank December 2007 - August 2010
Skills
Microsoft Office, Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Data Analysis, Bloomberg, Project Management, Business Development, Account Management, Marketing Strategy
Education
Boston College 2003 — 2007
BS, Management
Liberty Mutual Investments June 2015 - Present
Liberty Mutual Investments May 2014 - June 2015
State Street Bank July 2005 - April 2014
Skills
Mutual Funds, Equities, Bloomberg, Fixed Income, Alternative Investments, Hedge Funds, Derivatives, Fund Accounting, Securities
Education
Northeastern University - Graduate School of Business Administration 2006 — 2008
Master of Science (M.S.), Finance
Bentley University 2001 — 2005
Bachelor of Science (B.S.), Finance
State Street Bank 2007 - Present
Investors Bank & Trust 2001 - 2007
State Street 1998 - 2000
state Street 1994 - 1998
Skills
Fixed Income, Financial Analysis, Mutual Funds, Financial Services, Banking, Bonds, Fund Accounting, Bloomberg, Process Improvement, Business Requirements, Financial Modeling, Management, Vendor Management, Business Analysis, Risk Management, Asset Management, Portfolio Management, Fund Administration, Investments, Securities, Finance, Equities, Hedge Funds, Global Custody, Derivatives, Alternative Investments
Education
Bentley University 1998 — 2000
MBA
Boston College 1990 — 1994
Accounting
Orchard Brands December 2013 - Present
Orchard Brands January 2012 - Present
Rounder Records April 2006 - April 2011
Rounder Records April 2006 - October 2009
State Street Bank December 2002 - April 2006
Rydex Investments May 2002 - November 2002
T. Rowe Price June 1999 - May 2002
State Street Bank May 1996 - June 1999
Education
Bentley University 1992 — 1996
B.S., Accounting
State Street Bank July 2013 - Present
State Street March 2011 - June 2013
State Street Bank December 2007 - February 2011
Investors Bank & Trust June 2005 - November 2007
Investors Bank & Trust December 2004 - May 2005
Investors Bank & Trust August 2003 - November 2004
Citizens Bank April 2003 - August 2003
Skills
Fund Accounting, Mutual Funds, Financial Services, Fixed Income, Fund Administration, Securities, Equities, Bond Funds, Derivatives, Fund Of Funds, Asset Managment, Alternative Assets, Private Equity, Valuation, Financial Statement..., Pricing Analysis, Corporate Actions, Bloomberg
Education
Bentley University 1999 — 2003
Accounting
State Street Bank October 2001 - Present
Investors Bank And Trust October 2001 - Present
Education
Northeastern University 1987 — 1994
Bentley University 1983 — 1985
MIS
State Street Corporation Network OfficerState StreetSeptember 2008 - Present
State Street Bank 2008 - Present
Education
Bentley University 1990 — 1994
Eaton Vance November 2011 - Present
Eaton Vance January 2010 - November 2011
Eaton Vance May 2006 - February 2010
Lewtan Technologies August 2004 - May 2006
State Street Bank September 1997 - June 2004
Education
Bentley University 1994 — 1997
Fidelity Investments October 2011 - Present
Innovation Group February 2009 - October 2011
State Street July 2007 - October 2008
State Street Bank 2007 - 2008
Investors Bank & Trust November 2003 - July 2007
Mellon/The Boston Company 1993 - 1995
Skills
Business Analysis, Program Management, Risk Management, Analysis, Financial Services, Project Management, Management, Requirements Gathering, SDLC, Process Improvement, Asset Managment, Requirements Analysis, Settlement
Education
Bentley University 1987 — 1991
Bachelor's Science, Management
Wellesley Bank June 2014 - Present
First Republic Bank April 2010 - April 2014
RBS Citizens NA October 1999 - April 2010
RBS Citizens NA 1999 - April 2010
State Street Bank 1993 - 1999
Bank of New England 1985 - 1993
Skills
Financial Analysis, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Mutual Funds, Financial Services, Finance, Funding, Insurance, Corporate Finance, Cash Management, Derivatives, Securities, Relationship Management, Asset Management, Venture Capital, Investment Banking, Series 7, Hedge Funds, Mortgage Lending, Financial Risk, Asset Allocation, Loan Origination, Accounting, Underwriting, Strategic Financial..., Treasury Management, Structured Finance, Risk Management, Small Business Lending, Management, Credit Risk, Bonds, Private Banking, FX Options, Bloomberg
Education
Suffolk University - Sawyer Business School 1982 — 1984
MBA, Finance
Boston College 1973 — 1977
BA, Economics
St. Sebastian's 1969 — 1973
First Parish in Milton
Vectra Bank Colorado August 2013 - Present
Janus Capital Group February 2011 - August 2013
Brandes Investment Partners March 2008 - February 2011
State Street Bank June 2007 - February 2008
Skills
Fixed Income, Equities, Investments, Securities, Derivatives, Corporate Actions, Finance, Microsoft Excel, Corporate Governance, Swaps, Pricing, Options, Bonds, Mutual Funds, Bloomberg, Financial Modeling, Analysis, Financial Analysis, Excel, Microsoft SQL Server, Marketing Analytics, Business Objects, QlikView, SQL, Silverpop Engage
Education
Bentley University 2004 — 2007
Bachelor of Science (BS), Finance, General
Bentley University 2003 — 2007
BS, Finance
Fidelity Capital Markets May 2002 - Present
Deutsche Bank Securities May 2000 - April 2002
State Street Bank June 1993 - April 2000
Skills
Hedge Funds, Prime Brokerage, Equities, Series 7, Alternative Investments, Fixed Income, Series 63, Securities, Capital Markets, Bloomberg, Securities Lending, Asset Managment, Trading, Derivatives, Trading Systems
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MSF, Finance
Bentley University 1989 — 1993
Bachelor of Science, Finance, General
Boston College High School 1985 — 1989
Merrill Lynch August 2005 - Present
State Street Bank July 2004 - August 2005
Skills
Series 7, Series 66
Education
Bryant University 2000 — 2004
Bond University
IBM December 2012 - Present
State Street Bank February 2003 - November 2012
Fidelity Investments June 2000 - January 2003
State Street Bank January 1999 - June 2000
GTE Internetworking / BBN Planet August 1997 - January 1999
Software Technology International 1997 - 1999
Wipro Infotech Ltd April 1995 - April 1997
Skills
Unix, Operating Systems, Veritas Cluster Server, Solaris, AIX, High Availability, Databases, Veritas Storage..., Oracle RAC, Unix Shell Scripting, Veritas Volume Manager, Disaster Recovery, Linux, System Administration, Oracle, Storage, Perl, Cluster, Servers, Virtualization, Data Center, Red Hat Linux, Storage Area Networks, VMware, RedHat, Sun, Enterprise Architecture, Solaris Zones, Enterprise Software, Shell Scripting, Veritas, SAN, IBM AIX
Education
Bharathiar University 1991 — 1995
Engineering, Electronics and Communication
U.S. Army Security Assistance Command June 2015 - Present
United States Air Force December 2012 - June 2015
U.S. Airforce May 2011 - December 2012
State Street Bank December 2005 - May 2011
Mansfield High School September 2003 - December 2005
Skills
Operations Research..., Leadership, Data Analysis, Statistical Modeling, Statistical Data..., Budget Forecasts, Financial Analysis, Budget Management, Lean Six Sigma, Microsoft Excel, Financial Services, Process Improvement, Financial Modeling, Finance, Risk Management, Business Analysis, Corporate Finance, Project Management, Analysis
Education
Boston College - Carroll School of Management 2007 — 2010
MBA, Corporate Finance
Boston College 1999 — 2003
BS, Mathematics
Junior High School
EMC June 2002 - Present
Watson Wyatt Worldwide 1999 - 2002
State Street Bank 1997 - 1999
Education
Bentley University 1986 — 1989
BS, Management
State Street 2008 - Present
State Street Bank September 2004 - March 2008
Skills
Software Quality..., Business Analysis, Test Automation, SDLC, Requirements Analysis, Process Improvement, Visio, SharePoint, SQL, Software Development, Systems Analysis, Microsoft SQL Server, Web Services, Risk Management, Business Requirements, Test Planning, Requirements Gathering, Quality Center, User Acceptance Testing, Quality Assurance, Agile Methodologies, Regression Testing, Software Project..., Test Management, Manual Testing, Scrum, Agile Testing
Education
Birla Institute of Technology and Science 1996 — 1999
Eagle Real Estate Group LLC January 2001 - Present
The Frassetto Companies February 1997 - Present
State Street Bank 1995 - 1997
CB Richard Ellis 1994 - 1995
Education
NYU 1998 — 2000
Master of Science, Real Estate Investments
Boston College 1991 — 1995
Finance
State Street Bank AnalystState Street Corporation2006 - Present
Bankers Trust 1987 - 2000
Education
Binghamton University - School of Management
State Street November 2014 - Present
Bank of New York Mellon June 2013 - February 2015
APG Asset Management US, Inc. April 2009 - October 2012
Capital Advisory Group April 2006 - November 2008
State Street Bank March 2005 - April 2006
McGladrey & Pullen, LLP October 2004 - March 2005
Skills
PAM for Securities, Microsoft Excel, Bloomberg, Concur, Alternative Investments, Pricing, Bond Pricing, Market Pricing, SAS, SAS70, Real Estate, Real Estate Financing, Valuation, Equity Valuation, Investment Valuation, Cash Flow, Cash Flow Forecasting, Cash Management, NAV, Compliance, Legal Compliance, Standards Compliance, Capital Calls, Corporate Actions, SEC filings, DNB, Currency Exchange, Foreign Currency..., Foreign Currency..., FX trading, SMF, Financial Audits, Fund Of Funds, Fund Accounting, Fund Administration, DB2, Business Objects, SQL, Microsoft SQL Server, Cognos ReportNet, Business Analysis, Requirements..., Traceability Matrix, UML Tools, Agile & Waterfall..., Scrum, Sprints, Rational Suite, Visio, User Acceptance Testing
Education
Bentley University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Accounting, 3.3
Bunker Hill Community College 1999 — 2001
Associate's degree, Accounting, 3.7
GW&K Investment Management June 2008 - Present
State Street Bank May 2006 - June 2008
State Street Bank March 2005 - May 2006
Investors Bank & Trust October 2003 - March 2005
Skills
Mutual Funds, Investments, Equities, Securities, Financial Services, Fixed Income, Data Reconciliation, Management, Operations Management, SQL, Fund Accounting, Corporate Actions, Asset Managment, Portfolio Management, Data Integrity, Trade Facilitation, New Account Opening, Operations Research, Operations Audit, Pricing Systems, Omgeo Oasys
Education
Northeastern University 2006 — 2011
Masters of Business Administration
University of New Hampshire 2001 — 2003
Bachelor of Science (B.S.), Marketing
Bentley University 1999 — 2000
State Street Bank SupervisorPutnam InvestmentsSeptember 2000 - December 2006
Education
Bentley University 1996 — 2000
B.S., Finance
National Seating & Mobility 2011 - Present
CitiStreet 2001 - 2009
State Street Bank 1996 - 2001
Putnam Investments 1994 - 1996
Sun Life 1987 - 1994
Skills
Access, PeopleSoft, SDLC, Business Analysis, Customer Service, Team Building
Education
Boston College 1983 — 1987
BA, Business Administration
Scotia Glenville High School
Financial Consulting 2009 - Present
Liberty Mutual 2007 - 2009
General Electric 2005 - 2007
KPMG Peat Marwick 2002 - 2005
Price Waterhouse Coopers 2000 - 2002
The Learning Company 1998 - 1999
Time Warner Publishing 1998 - 1998
State Street Bank 1995 - 1998
Education
Bentley University 1991 — 1995
BS, Accounting
CapTech Ventures, Inc April 2015 - Present
Experian Marketing Services October 2012 - Present
E*TRADE Financial February 2014 - April 2015
Epsilon September 2012 - October 2012
Epsilon March 2012 - October 2012
Epsilon February 2011 - August 2012
Epsilon January 2010 - December 2011
Epsilon June 2008 - January 2010
RBC Dain Rauscher May 2007 - September 2007
State Street Bank May 2006 - September 2006
Skills
Microsoft Office, PMP, Project Management, Quality Assurance, Process Improvement, Software Project..., Database Marketing, Market Research, Email Marketing, Multi-channel Marketing, Business Development, Leadership, Marketing, Management, Online Marketing, Product Management, Requirements Gathering, Social Media, Digital Marketing
Education
Boston College 2004 — 2008
B.S., Finance and Marketing
University of Melbourne - Melbourne Business School 2006 — 2006
Study Abroad
Protegrity August 2014 - Present
Triple Point Technology August 2010 - August 2014
UBS Investment Bank January 2010 - September 2010
State Street Bank June 2007 - December 2009
Ericsson June 2005 - May 2007
Nortel Networks October 2003 - November 2005
Skills
SQL, Unix, PL/SQL, Unix Shell Scripting, Oracle, Shell Scripting, Data Warehousing, C, C++, Java, Oracle,..., Oracle Certified DBA, Performance Tuning, Databases, Solution Architecture, Data Modeling, SDLC, Data Migration, Microsoft SQL Server, Java
Education
Birla Institute of Technology and Science, Pilani 2005 — 2007
MS, Software Systems
Visvesvaraya Technological University 1999 — 2003
Bachelor of Engineering (BEng), Computer Science
Wipro Technologies December 2009 - Present
Wipro Technologies 2009 - 2011
Wipro Technologies 2009 - 2011
Blue Cross Blue Shield March 2007 - June 2008
Axway 2007 - 2008
Cardinal Health June 2006 - March 2007
Citibank March 2005 - February 2006
State Street Bank June 2004 - December 2004
Thomson Financial 2001 - 2002
State Street Bank 2000 - 2002
Skills
Java, Solution Architecture, SOA, Enterprise Architecture, Agile Methodologies, Java Enterprise Edition, SDLC, Software Project..., EAI, Web Services, Spring, Requirements Analysis
Education
Bharathidasan University 1992 — 1996
Electrical and Electronics Engineering, First Class
Shanmugha Arts, Science, Technology and Research Academy 1992 — 1996
BE, EEE
Santander Bank March 2014 - Present
Liberty Mutual Insurance May 2012 - March 2014
State Street Bank November 2008 - November 2009
Fidelity Investments 1995 - 1998
Skills
Strategy, SDLC, Vendor Management, Business Analysis, Visio, Business Intelligence, Access, Project Management, Process Improvement, Program Management, Microsoft Excel, Microsoft Office, Customer Service, Team Leadership, Management, Banking
Education
Bentley University 1995 — 1998
Masters, Computer Information Systems
University of Massachusetts at Lowell 1986 — 1991
Bachelor's degree, Business Management
Greeley Farms Landscaping, LLC February 2012 - Present
Roedel Companies October 2009 - February 2012
ROK Builders LLC April 2008 - October 2009
State Street Bank 2006 - 2007
Skills
Budgeting, Investments, Hospitality, Customer Relations, Forecasting, Customer Service, Budgets, Management, Hotels, Contract Negotiation, Business Development, Purchasing, Residential Homes, Construction Management, New Business Development, Project Management
Education
Bentley University 2002 — 2006
BS, Economics & Finance
Hand Benefits & Trust August 2013 - Present
Old Mutual Asset Management Trust Company May 2011 - April 2013
Old Mutual Asset Management Trust Company April 2010 - May 2011
Old Mutual Asset Management Trust Company August 2008 - April 2010
Old Mutual Asset Management Trust Company December 2006 - August 2008
State Street Bank August 2004 - December 2006
Skills
Financial Services, Securities, Fund Accounting, Cash Management, Financial Reporting, Analysis, Process Improvement, Data Analysis, Event Management, Budgets, Accounting, Client Services, Global Custody, Finance, Account Reconciliation, Financial Analysis, Asset Management, Fixed Income
Education
Suffolk University - Sawyer School of Management 2009 — 2012
Master of Business Administration (MBA), Finance
Bentley University 2000 — 2004
Bachelor of Science (BS), Finance
OMO Consulting May 2010 - Present
Investment Technology Group (ITG), Inc January 2006 - December 2009
Macgregor Group January 2001 - December 2005
State Street Global Advisors 1992 - 2000
State Street Bank 1985 - 1992
Education
Boston College
BS, Finance
LYC Financial Group 2000 - Present
Lee, Yee & Company, PC, CPAs August 1988 - Present
State Street Bank 1979 - 1988
Skills
Accounting, Investments, Financial Analysis, Mortgage Lending, Investment Advisory, Strategic Planning, Mergers & Acquisitions, Auditing, Financial Modeling, Due Diligence, Tax, Financial Reporting, Banking, Credit, Strategic Financial..., Corporate Finance
Education
Bentley University 1966 — 1970
BS in Accounting, Accountancy
State Street February 2010 - December 2012
SunGard January 2004 - October 2008
State Street Bank 1997 - 2003
BankBoston (formerly BayBank) 1989 - 1997
Shawmut Bank 1986 - 1989
Bank of New England 1984 - 1986
Skills
Fixed Income, Securities, Trading Systems, Financial Services, Capital Markets, Middle Office, Back Office, Asset Managment, Derivatives, Financial Risk, Mutual Funds, Bloomberg, Financial Markets, Equities, Risk Management, Banking, Business Analysis, Investments, Portfolio Management, Cash Management, Trading, Asset Management, Hedge Funds
Education
Bentley University
BS, Economics/Finance
Harvard Management Company June 2001 - October 2010
Harvard Management Company December 1992 - October 2010
State Street Bank November 1988 - December 1992
Education
Boston College 1983 — 1987
BA, Economics
State Street Corporation 1993 - Present
State Street Bank 1993 - Present
Education
Bentley University 1990 — 1993
Bachelor of Science, Management
State Street May 2015 - Present
State Street Bank February 2009 - May 2015
State Street 2005 - 2009
State Street 2002 - 2005
State Street 1999 - 2002
State Street 1997 - 1999
State Street 1996 - 1997
State Street 1994 - 1995
Skills
Mutual Funds, Fixed Income, Investments, Portfolio Management, Equities, Lean Transformation, Lean Thinking, Lean Management, Process Consulting, Fund Accounting, Securities, Analysis, Program Management, Financial Risk, Management, Global Custody, Bloomberg, Financial Services, Fund Administration, Middle Office, Derivatives, Asset Management, Corporate Actions, Hedge Funds, Accounting, Alternative Investments, Back Office, Investment Management, Relationship Management, Capital Markets, Risk Management, Bloomberg Terminal, Fund Of Funds, Valuation, Financial Markets, Finance, Client Services, Operational Risk..., Banking, Auditing, Trading Systems, Credit Risk, Due Diligence
Education
Bentley University 1995 — 1998
MBA, Finance
Le Moyne College 1990 — 1994
BA, French, Math, Business
Mercer Management Consulting November 2010 - Present
Mercer 2010 - 2013
ING February 2007 - January 2009
Merrill Lynch August 2006 - February 2007
AMVESCAP February 2003 - October 2006
Fleet Bank June 1998 - February 2003
DREYFUS RETIREMENT SERVICES January 1995 - January 1998
State Street Bank January 1988 - January 1995
State Street Bank January 1985 - January 1988
State Street November 1983 - January 1985
Skills
Business Requirements, Testing, Access, Financial Services, Payroll, Business Analysis, Quality Assurance, 401k, Project Management, SDLC, Performance Management, Leadership, Business Process..., Vendor Management, Process Improvement, Management, Analysis, Business Process
Education
Bentley University 1975 — 1980
Accounting, Finance
Massasoit College 1972 — 1974
Associate, Accounting, Finance
First Eagle Investment Management July 2010 - Present
State Street Bank 2000 - 2009
Deutsche Bank 2003 - 2003
Skills
Hedge Funds, Asset Management, Excel, PowerPoint, Bloomberg, Microsoft Excel, Asset Managment, Financial Services, Fixed Income, Securities, Equities, Derivatives, Mutual Funds, Investments, Alternative Investments, Banking, Capital Markets, Risk Management
Education
Borough of Manhattan Community College
State Street Bank July 2006 - Present
Bingham McCutchen August 2004 - July 2006
Education
University of Chicago Law School 2001 — 2004
JD
Boston College 1997 — 2001
B.A., Political Science
State Street Bank April 2004 - July 2009
State Street 2004 - 2009
Education
Binghamton University - School of Management
State Street Bank June 2005 - Present
State Street Global Advisors July 2004 - June 2005
State Street August 2000 - July 2004
PNC Financial Services Group August 1997 - August 2000
Skills
Fixed Income, Bloomberg, Valuation, Credit Analysis, Portfolio Management, Structured Products, Credit, Credit Risk, Investments, Financial Analysis, Financial Risk, Bonds, Trading, Securities, Financial Services, Loans
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MS, Finance
Boston College 1993 — 1997
BS, Management
JP Morgan Chase December 2009 - Present
Fidelity Investments November 2006 - August 2008
Fidelity Investments October 2004 - November 2006
Fidelity Investments September 2002 - October 2004
Fidelity Investments August 2001 - September 2002
State Street Bank July 1986 - July 1996
Skills
401k, Accounting, Alternative Investments, Asset Allocation, Asset Management, Banking, Bloomberg, CRM, Client Services, Relationship Management, Equities, Fund Accounting, Retirement, Financial Modeling, Financial Services, Investments, Management, Mutual Funds, New Business Development, Portfolio Management, Series 7, Securities, Risk Management, Derivatives, Sales, Series 63, Financial Analysis, Retirement Planning, Strategic Financial..., Fixed Income, Hedge Funds, Wealth Management, Finance
Education
Boston University 2001 — 2003
Certificate in Certified Financial Planning, Financial Planning
Bentley University 1982 — 1986
Bachelor of Science, Accounting
Checks & Balances Tax AccountantHemenway & BarnesOctober 2013 - Present
Nixon Peabody January 1992 - October 2013
Faulkner Hospital June 2006 - December 2008
State Street Bank 1983 - 1989
Skills
Nonprofits, Public Speaking, Start-ups, Tax, Finance, Time Management, Research, Microsoft Office, Fundraising, Social Media, Senior assistance, Administration, Business Development, Entrepreneurship, Estate Planning, Financial Analysis, Management Consulting, Microsoft Excel, Social Media Marketing, Accounting, Customer Service, Leadership
Education
Bentley University 1991 — 1993
MST
The George Washington University
BA
Loomis, Sayles & Company August 2014 - Present
Bentley University November 2013 - May 2014
Mercer October 2013 - November 2013
State Street Bank March 2013 - October 2013
State Street Bank October 2010 - March 2013
Randstad Technologies US June 2010 - September 2010
Burning Glass Technologies March 2010 - June 2010
Skills
Financial Analysis, Accounting, Fund Accounting, Tableau, SPSS, Qualtrics, Bloomberg, Bloomberg Terminal, Valuation, Microsoft Excel, Access, Data Analysis, Derivatives, PowerPoint, Microsoft Office, Foreign Languages, Cultural Awareness, Problem Solving, Problem Analysis, Cognos, Securities, Financial Services, Mutual Funds, Equities
Education
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Management
The University of Hong Kong 2008 — 2008
Suffolk University - Sawyer Business School
Master of Business Administration (MBA), Finance, General
Hemenway & Barnes September 2008 - Present
State Street Bank June 1982 - August 2004
State Street 1982 - 2004
Skills
Hedge Funds, Securities, Equities, Mutual Funds, Alternative Investments, Wealth Management, Investments, Estate Planning, Fixed Income, Investment Management, Financial Services, Asset Management, Asset Allocation, Bloomberg
Education
Bentley University 1987 — 1991
Master, Finance
Bentley University 1978 — 1982
Bachelor, Accounting
Winn Brook
Coldwell Banker Residential Brokerage June 2015 - Present
Self-Employed January 2012 - January 2015
Meridian Investments August 2010 - August 2011
State Street Bank August 2008 - July 2010
State Street June 2006 - August 2008
Progress Software June 2005 - June 2006
Tanager Financial Services August 2002 - June 2005
Skills
Financial Analysis, Accounting, Investments, Risk Management, Financial Modeling, Banking, Analysis, Business Analysis, Real Estate Economics, Real Estate License, International Real..., Real Estate Transactions, Financial Services, Finance, Investment Advisory, Client Relations, Portfolio Management, Asset Management, Consulting, Real Estate Due..., Due Diligence, Account Management
Education
Bentley University 2002 — 2005
Bachelor's Degree, Accounting
Comcast Cable June 2008 - December 2009
Shaw's Supermarkets June 2005 - June 2008
Bourne Technologies Consulting Group, Inc. 2003 - 2005
State Street Bank 1997 - 2002
Fidelity Investments 1996 - 1997
Blue Cross Blue Shield 1985 - 1996
Education
Northeastern University 1980 — 1986
Berklee College of Music 1973 — 1976
Citi Private Bank August 2014 - Present
S&P Capital IQ July 2013 - June 2014
Siena College October 2010 - January 2013
The Ayco Company, L.P. May 2012 - September 2012
State Street Bank September 2011 - December 2011
Standard & Poor's June 2008 - August 2011
Bluefly October 2008 - June 2009
Publicolor January 2008 - May 2009
Skills
Microsoft Office, Proficient in Urdu, Bloomberg Certified, Financial Analysis, Auditing, Finance, Microsoft Excel, Management, Bloomberg, Outlook, Customer Service, SPSS, Team Leadership, Human Resources
Education
Siena College 2009 — 2013
Bachelor of Science, Finance
Birkbeck College, University of London 2011 — 2011
Study Abroad Programme, Finance
Dewitt Clinton High School 2005 — 2009
Ava Anderson Non-Toxic September 2013 - Present
Mother to a 6 month old baby February 2013 - Present
Community home care August 2012 - December 2012
Town of Weymouth February 2008 - June 2012
Cardinal Cushing Center July 2010 - February 2012
Sovereign Bank February 2007 - February 2008
State Street Bank June 2006 - February 2007
Skills
Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Social Networking, Blogging, Customer Service, Marketing, Teaching, Editing, Marketing Strategy, Sales, Marketing Communications, SPSS, Banking
Education
Bentley College 2003 — 2006
BS, Marketing
State Street Bank June 2013 - Present
UPS October 2006 - August 2012
Glendale Package Store May 2003 - August 2006
Skills
Close Attention to..., Work in A Fast Paced..., Fast Learner, LTL, Transportation, Transportation..., Shipping, Warehousing, Inventory Management, Freight, Operations Management, Customer Service
Education
UMass Lowell 2011 — 2013
Finance, Senior
Bentley College 2003 — 2004
Fairfield University 2002 — 2003
Mercer Investments 2011 - Present
State Street Bank January 2007 - December 2010
Education
Berklee College of Music
Bachelors, Music Business Management, Voice Minor
Monitor Deloitte August 2015 - Present
athenahealth June 2014 - August 2014
Monitor Deloitte May 2011 - June 2013
Business Intelligence Advisors June 2008 - May 2011
State Street Bank June 2007 - June 2008
Skills
Valuation, Nonprofits, Strategy, Data Analysis, Management Consulting, Investments, Emerging Markets
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy, Health Sector Management
Boston College 2003 — 2007
BA, History, Theology
The Tuck School of Business at Dartmouth
Business Bridge Program
Wayland High School
Ophthalmic Consultants of Boston, Inc. December 2001 - Present
Management Ventures, Inc.(Subsidiary of WPP Group USA) August 1999 - December 2001
Levine, Katz, Nannis + Solomon, PC January 1996 - August 1999
Thermo Fisher Scientific November 1994 - January 1996
State Street Bank December 1991 - November 1994
Skills
GAAP, Accounting, Financial Accounting, Financial Reporting, Microsoft Excel, QuickBooks, General Ledger, Process Improvement, FRx, Budgets, Microsoft Office, Accounts Payable, Account Reconciliation, Financial Analysis, Accounts Receivable, Internal Controls
Education
Bentley University 1987 — 1991
Bachelors, Accounting
MFS Investment Management November 2013 - Present
PanAgora Asset Management April 2012 - November 2013
State Street Bank September 2011 - November 2011
BNY Mellon July 1996 - January 2011
Supervised Service Co (Kemper) / MAS 1990 - 1996
Putnam Investments 1986 - 1989
Harvard Cooperative Society / "The Harvard Coop" 1980 - 1986
Skills
Business Analysis, Vendor Management, Portfolio Management, Risk Management, Software Documentation, Asset Managment, Training, Project Management, Management, Financial Services, SDLC, Banking, Analysis, Asset Management, Account Management, Consulting, Process Improvement, Requirements Gathering, Auditing, Change Management, Business Process..., Visio, Leadership, Testing
Education
Bentley University 1978 — 1980
BA, Management / Behavioral Sciences
Westfield State University 1976 — 1978
Liberal Arts
Microsoft April 2014 - Present
Nokia March 2013 - April 2014
State Street Bank July 2012 - December 2012
Graduate Leverage January 2012 - May 2012
Bentley University October 2010 - December 2011
Bentley University February 2011 - April 2011
Skills
Accounting, SAP, Microsoft Excel, Finance, Tax, QuickBooks, Great Plains Software, Lacerte, CCH Research, Peachtree, Salesforce.com, centra collaboration, SnagIt
Education
Bentley University 2010 — 2011
Master of Science (MS), Accounting
Invesco US January 2014 - Present
State Street Financial Group January 2013 - January 2014
State Street Bank April 2011 - January 2013
Skills
Outlook, Mutual Funds, Securities, Bloomberg, Fixed Income, Global Custody, Fund Administration, Equities, Corporate Actions, Derivatives, Bloomberg Terminal, Financial Services, Microsoft Excel, Auditing, Finance
Education
Northeastern University 2010 — 2012
Harvard University 2007 — 2009
Boston College 2002 — 2006
Northeast Consulting Group, Inc. May 2014 - Present
Bankers Life and Casualty Company November 2013 - March 2014
State Street Bank June 2011 - April 2013
Bentley University November 2007 - May 2011
Skills
Fund Accounting, Corporate Actions, Bloomberg, Mutual Funds, Fund Of Funds, Bloomberg Terminal, Financial Modeling, Financial Analysis, Fixed Income, Customer Service, Customer Retention, Product Knowledge, Public Speaking, Sales, Life Insurance, Microsoft Office, Health Insurance, Corporate Training, Qualifying Prospects, B2B Marketing Strategy, Corporate Finance, Financial Reporting
Education
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Practical Meditation Coach September 2010 - Present
Creative Insight Journey March 2014 - Present
Sunny Day: Concepts for Living March 2004 - Present
Five Seasons Family Sports Club 2006 - 2012
Unity Church September 2004 - December 2004
Bread & Circus (Whole Foods Market) January 1989 - July 1990
State Street Bank January 1988 - October 1989
Skills
Yoga, Meditation, Lifestyle Coaching, Wellness, Coaching, Wellness Coaching, Teaching, Healing, Nutrition, Personal Development, Leadership, Stress Management, Holistic Health, Public Speaking
Education
Creative Insight Journey
Human Potential/ Professional & Personal Development/ Creativity
Awakened Wisdom 2010 — 2010
Advanced Coach Training, Consciousness & Practical Coaching
Moksha Yoga Center, Chicago, IL 2005 — 2006
200 hour Yoga Teacher Certification, Yoga Instructor/ Yogic Meditation & Philosophy
Parent as Coach 2003 — 2003
Certification, Parent and Teen Coaching
Coaches Training Institute, San Rafael , CA 1999 — 2002
Certification, Professional Co-active Coaching
Boston College 1983 — 1987
BA, Economics & English, Minor in Business
St. Mary Central High School 1979 — 1983
State Street Bank 2006 - Present
Education
Bentley College
bs, Business Administration and Management, General
H & R Block January 2007 - Present
Fidelity Investments December 2004 - January 2007
Fidelity Investments December 1999 - January 2004
Fidelity Investments May 1997 - October 1999
State Street Bank September 1994 - May 1995
Skills
Qualified Retirement..., Tax Returns, Girl Scout Leader, General Ledger, QuickBooks, Account Reconciliation, Financial Reporting, Payroll, Financial Analysis, Small Business, Forecasting, Budgets, Tax Preparation, PeopleSoft, Employee Benefits, Microsoft Excel, Tax Accounting, Financial Planners, Trust Management, Trust Services, Tax Reporting, Financial Audits, External Audit, Legal Compliance, Tax Law, Tax Advisory, Retirement Planning, Retail, Research, Financial Accounting, Tax Software, State Tax, Form 5500 preparation, Auditing, Financial Markets, Capital Markets, Stock Market, Corporate Tax, Strategic Financial..., Accounting
Education
Bentley College 1992 — 1994
Bachelor of Science (B.S.), Finance
Cape Cod Community College 1989 — 1992
Associate of Arts (AA), Business Administration