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
State Street Bank June 2010 - Present
State Street Bank June 1992 - Present
State Street Global Markets January 2002 - June 2010
Skills
Financial Services, Securities, Finance, Equities, Trading, Series 7, Fixed Income, Mutual Funds, FINRA, Bloomberg, Alternative Investments, Hedge Funds, Mergers & Acquisitions, Portfolio Management, Series 24, Series 3, Series 63, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1992
MBA, Finance
Miami University 1983 — 1987
BA, Political Science
Personal Accountant August 2015 - Present
University of Massachusetts Amherst August 2013 - Present
BMC HealthNet Plan/Well Sense Health Plan June 2015 - August 2015
AECOM July 2013 - August 2013
Center of Popular Economics September 2012 - May 2013
State Street Bank July 2012 - August 2012
Boston Public Library September 2009 - June 2012
Artists For Humanity April 2008 - July 2011
State Street Bank 2011 - 2011
Skills
Time Management, Organized Multi-tasker, Microsoft Excel, PowerPoint, Microsoft Office, Critical Thinking, Accounting, QuickBooks, Data Entry, Access, Spreadsheets, Customer Service, Photoshop, Architectural Design, Painting, Databases, Illustrator, Adobe Acrobat, Social Media Marketing, Advertising, Graphic Design, Revit, Adobe Illustrator, Adobe Photoshop, Adobe InDesign
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor's of Business Administration, Accounting, IT Minor
Boston Latin School 2006 — 2012
High School
St.Pierre Manufacturing September 2004 - Present
ePresence (formerly Banyan Systems) September 1997 - July 2004
Consolidated Group (CGT) September 1989 - September 1997
State Street Bank September 1988 - September 1989
Skills
Forecasting, Analysis, Process Improvement, Strategic Planning, Budgets, Management, Financial Reporting, Cross-functional Team..., Account Management, Business Process..., Mergers & Acquisitions, Accounting, Financial Analysis, Finance, Strategy, Leadership, Team Building, Sales, Start-ups, Business Analysis, Financial Modeling, Customer Service, Risk Management
Education
Clark University 1998 — 2002
MBA, Accounting
Boston College 1984 — 1988
BS, Finance
Saint John's High School, Shrewsbury, MA 1980 — 1984
Paton Elementary
Paton Elementary
Northern Trust Corporation June 2014 - Present
Wipro Technologies June 2013 - 2013
State Street Bank July 2007 - June 2012
Investors Bank & Trust May 1999 - June 2007
Brown Brothers Harriman May 1994 - May 1999
Skills
Executive Management, Relationship Management, Client Service Oriented, Team Management, Investment Operations, Operations Management, Operational Risk, Fund Accounting and..., Global Custody
Education
Boston College - Carroll School of Management 1989 — 1993
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1982 — 1985
Bachelor of Arts (BA), Economics
Cambridge Associates July 2014 - Present
Donahue's Disciples 2011 - May 2014
Columbia Threadneedle Investments, US June 2013 - August 2013
State Street Bank June 2012 - August 2012
Skills
Microsoft Office, Stata, Econometrics, Statistics, Oral & Written..., SPSS, Social Media Marketing
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics, English
Loomis Chaffee School 2006 — 2010
PwC June 2015 - Present
PwC June 2014 - June 2015
PwC August 2013 - June 2014
State Street Bank May 2012 - May 2013
Boston College August 2011 - May 2013
Chrysler -Tata Consultancy Services Relationship October 2008 - August 2011
Ricchezza Financials May 2008 - August 2011
Skills
Investments, Financial Modeling, Corporate Finance, Risk Management, SQL, Analytics, Forecasting, Data Analysis, Valuation, Business Intelligence, Business Objects, SAS programming, ETL Tools, Datastage 8.1, Financial Markets, Competitive Analysis, Excel Macro's, Access, Finance, Project Management, Strategy, Business Strategy, Budgets, Equity Research, Bloomberg, Equity Valuation, Quantitative Analytics
Education
Boston College - Carroll School of Management 2011 — 2013
MBA, Finance
Jawaharlal Nehru Technological University 2004 — 2008
Bachelor of Technology (B.Tech.), Computer Science and Information Technology
Delta Junior College 2002 — 2004
High School, Maths Physics and Chemistry
State Street Bank 2001 - Present
Management Information Bureau (MIB) 2000 - 2007
ITT Sheraton Corp / Starwood Hotels / IBM 1989 - 2001
Skills
MVS, z/OS, Troubleshooting, Operating Systems, TSO, JCL, Software Project..., mainframe systems..., Z/Series, SMP/E, z/OS Communications..., VTAM, TCPIP, OSPF, Sniffer protocol..., APPN, OSA, EE, Enterprise Extender, USS, zLinux, SNA, Data Center migration, Sysplex Distributor, Rexx, IBM Mainframe, z/VM, OMPROUTE, TCP/IP, Data Center, Disaster Recovery, BMC Remedy, Enterprise Architecture, DB2, REXX, CICS, Systems Programming, FTP, Incident Management, LAN-WAN, Mainframe
Education
Boston College
BS Computer Science, Business Management
St Columbkille High School
College
State Street Bank June 2005 - Present
Skills
Fixed Income, Bloomberg, Series 7, Capital Markets, Equities, Finance, Financial Analysis, Financial Modeling, Financial Services, Investments, Mutual Funds, Portfolio Management, Securities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
Master of Science, Finance (MSF)
Boston College - Carroll School of Management 2001 — 2005
BS, Accounting, Marketing
Boston Health Economics July 2014 - Present
Bill Jackman Developmental Biology Laboratory August 2011 - July 2014
U.S. Green Data, Inc. (absorbed by Soligent Holdings, Inc.) June 2011 - October 2011
Suzanne Lee for Boston City Council June 2011 - August 2011
State Street Bank June 2010 - August 2010
Skills
Data Analytics, Economic Modeling, VBA Programming, SAS programming, TreeAge, Qualtrics, Regression Testing, Stata, Monte Carlo Simulation, Marketing Strategy, SPSS, Excel, PowerPoint, Java, Ruby, Retrospective Database..., Biotechnology Industry, Pharmaceutical Industry, Health Economics, Pharmacoeconomics, Health Services Research, Epidemiology, Outcomes Research, Market Access, Healthcare Reimbursement, Biostatistics, Developmental Biology, Evolutionary Biology, GraphPad Prism, Volocity, ImageJ, Immunohistochemistry, In Situ Hybridization, Confocal Microscopy, Fluorescence Microscopy, Photo-morpholino..., Microinjection, Zebrafish, Tyramide Signal..., Calcium Imaging, IR Spectroscopy, U.S.-China relations, Greater China, Economic Development, Finance, Management Consulting, Strategic Consulting, Valuation Modeling, Financial Modeling, Investment Banking
Education
Bowdoin College 2010 — 2014
A.B., Economics, Cellular Developmental Biology
University of Cape Town 2013 — 2013
Bachelor of Science (B.Sc.), Biology, Economics
Boston Latin School 2004 — 2010
College Preparatory School
Harvard Summer School 2010 — 2010
Partners Capital Investment Group July 2014 - Present
State Street Global Advisors August 2013 - July 2014
State Street Bank November 2012 - August 2013
State Street August 2011 - October 2012
Skills
Banking, Financial Analysis, Corporate Actions, Bloomberg, Equities, Microsoft Office
Education
Boston College - Carroll School of Management 2013 — 2016
Master of Business Administration (M.B.A.), Finance
Worcester State University 2007 — 2011
Bachelor's Degree, Business Administration
Koshigoe and Associates December 2013 - June 2014
Bourbon Street Cafe May 2010 - April 2014
Western Asset Management August 2007 - April 2009
State Street Bank April 2006 - July 2007
Skills
Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Account Management, Financial Analysis, Customer Service, New Business Development, Portfolio Management, Investments
Education
California State University-Los Angeles 2013 — 2017
Boston College - Carroll School of Management 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
State Street September 2014 - Present
State Street Bank April 2014 - August 2014
Boston College Human Resources Service Center September 2013 - December 2013
Boston College Campus Ministry September 2010 - December 2013
illustra June 2013 - October 2013
Boston College Psychology Department October 2011 - August 2012
Boston College Swing Kids September 2011 - May 2012
Boston College Office of Residential Life August 2011 - May 2012
Burlington County Superior Court House Domestic Violence Unit June 2011 - August 2011
Dorchester Neighborhood Service Center September 2010 - May 2011
Skills
Blogging, Research, Leadership, Leadership Development, Interviews, Policy, Program Management, Analysis, Community Outreach, Nonprofits, Higher Education, Public Speaking, Editing, Teaching, Fundraising
Education
Boston College 2009 — 2013
Bachelor of Sciences, Psychology
NTT DATA Americas October 2011 - Present
CiBER November 2010 - October 2011
Lendax Solutions LLC December 2008 - October 2010
Hitachi Consulting November 2001 - November 2008
Grant Thornton July 1997 - November 2001
Computer Associates July 1994 - July 1997
Memotec July 1986 - July 1994
Concord Data Systems March 1984 - July 1986
State Street Bank September 1981 - September 1983
Boston Housing Authority August 1979 - September 1981
Skills
Change Management, Business Process..., Management Consulting, Organizational Change, Business Process, Business Transformation, IT Strategy, Requirements Analysis, Program Management, Project Management, Business Intelligence, Business Analysis, Process Improvement, Business Process..., ERP, Management, PMO, Project Portfolio..., SDLC, Leadership, Information Technology, Enterprise Architecture, Strategy, Cross-functional Team..., Outsourcing, Six Sigma, Process Engineering, CRM, SAP, PMP, Consulting, Integration, Vendor Management, Business Strategy, Software Project..., Oracle E-Business Suite
Education
D'Amore-McKim School of Business at Northeastern University 1979 — 1982
MBA
Boston College 1974 — 1978
Bachelor of Science (BS), Business Administration
Boston Latin 1968 — 1974
HS Diploma
Virginia Department of Transportation February 2015 - Present
Silver Spring Networks February 2014 - November 2014
Silver Spring Networks February 2010 - January 2014
Galeazzi & Associados July 2008 - March 2009
Verizon Business April 2006 - June 2008
GTECH November 2002 - April 2006
Citi September 2000 - November 2001
ACCENTURE September 1998 - May 2000
STATE STREET BANK March 1994 - August 1998
Skills
Integration, Requirements Analysis, PMO, PMP, Smart Grid, Business Analysis, Project Management, CRM, ERP, Management, Solution Architecture, Telecommunications, Business Process, Project Planning, IT Management, Outsourcing, Testing, IT Service Management
Education
Boston College 1992 — 1997
MBA, Business Management
Northeastern University 1983 — 1988
Bachelor of Science, Computer Science
WorldTeach March 2015 - May 2015
Brandeis University - Office of the Dean of Arts & Sciences May 2012 - May 2015
Brown Brothers Harriman June 2014 - August 2014
State Street Bank June 2013 - August 2013
State Street Bank June 2011 - August 2011
State Street Bank July 2010 - August 2010
Law Office of Kenneth Yee, CPA May 2009 - June 2010
Skills
Financial Analysis, Microsoft Office, Financial Accounting, Research, Event Planning, Project Management, Social Media, Data Analysis, Community Outreach
Education
Brandeis University 2011 — 2015
Bachelor's Degree, Business, Economics
Danish Institute for Study Abroad 2014 — 2014
International Business
Boston Latin School 2005 — 2011
High School Diploma
Eaton Vance March 2014 - Present
State Street May 2013 - March 2014
State Street Bank August 2011 - May 2013
State Street Bank June 2010 - August 2011
Commonwealth of Massachusetts - Division of Banks February 2010 - April 2010
Morgan Stanley Private Wealth Management July 2008 - August 2008
Skills
Municipal Bonds, Credit Analysis, Fixed Income Analysis, Interest Rate Risk..., Business Analysis, Financial Reporting, Strategic Planning, Bloomberg, Stress Testing, CCAR, Process Improvement, Excel Dashboards, Essbase, Khalix, Quantitave Risk..., Oracle E-Business Suite, Intex, Basel I, Basel II, Basel III
Education
Boston College 2007 — 2011
Bachelor of Science (B.S.), Double Major: Economics and Management, Concentration: Finance
Globe Fish Company January 2010 - February 2013
State Street 1991 - 1994
State Street Bank 1990 - 1991
Hughes Aircraft Company 1988 - 1990
Skills
Finance, Analysis, Accounts Payable, Accounts Receivable, Account Reconciliation, Payroll, Financial Statements, Invoicing, Portfolio Management, Investments, Pricing
Education
Boston College - Carroll School of Management 1990 — 1992
Masters in Finance, Finance, General
Boston College - Carroll School of Management 1983 — 1987
Bachelor of Science (BS), Finance
St. Josephs
Middlesex Savings Bank January 2014 - Present
Echo Bridge Capital May 2011 - January 2014
State Street Bank August 2004 - November 2010
State Street Bank August 2001 - August 2004
Skills
Foreign Exchange, Equity Trading, Portfolio Management, Hedge Funds, FX Options, Capital Markets, FX trading, Project Management, Financial Technology, Commodity Markets, FX Derivatives, Broker-Dealer, Risk Management
Education
Boston College - Carroll School of Management 2001 — 2003
Master of Business Administration (MBA), International Business
Tufts University
Bachelor's degree, Biology, General
Baystate Financial Services September 2011 - Present
State Street Bank June 2010 - February 2012
Computershare May 2009 - August 2009
Education
Boston College 2006 — 2010
Human Development, Marketing, History
State Street Corp July 1996 - Present
State Street Bank June 1988 - June 1996
Corporate Performance Systems June 1987 - December 1987
Skills
Business Process..., Statistical Computing, Operating Model..., Risk Management, Financial Services, Relationship Management, Vendor Management, Business Analysis, Derivatives, Securities, Fixed Income, Bloomberg
Education
Boston College 1984 — 1988
Bachelor of Science, Marketing
State Street Bank July 2013 - Present
State Street Bank January 2011 - July 2013
Katmai Lodge June 2010 - September 2010
State Street Bank July 2009 - June 2010
State Street Bank July 2007 - June 2009
State Street Bank October 2006 - May 2007
Education
Boston College 2003 — 2007
BA, Economics
Massachusetts Institute of Technology (MIT) June 2014 - Present
Clarity Consulting Group 2000 - Present
Axiom April 2010 - December 2014
Fidelity Investments March 2008 - November 2009
State Street 2005 - 2008
Investors Bank & Trust 2005 - 2008
IBT 2005 - 2008
State Street Bank 2005 - 2008
Clarity Consulting Group 2002 - 2005
GoldK, Inc. 2000 - 2002
Skills
Venture Capital, Mergers & Acquisitions, Securities, Investment Banking, Entrepreneurship, Start-ups, Research Agreements, Joint Ventures, Strategy, Mergers, Sponsored Programs, Consulting, Corporate Governance, Executive Management, Alternative Investments, Management, Leadership, Business Strategy, Negotiation
Education
Vassar College 1976 — 1980
B.A., English
Boston College Law School
JD, Cum Laude, Law
Harvard Law School
Certificate, Advanced Negotiation & Mediation, 4.0
Vassar College
BA, English/Philosophy
Northfield Mount Hermon School
High School, English
Lincoln Sudbury Regional High School
High School, English
IVES Group Inc December 2012 - Present
Cedar Rock Investment Advisors December 2005 - Present
David L Babson Investment Counsel January 1996 - March 1999
State Street Global Advisors August 1994 - January 1996
State Street Bank June 1988 - August 1994
Skills
Portfolio Management, Equities, Investments, Asset Allocation, Financial Analysis, Mutual Funds, Alternative Investments, Strategic Financial..., Finance, Strategy, Investment Advisory, Financial Advisory, Investment Management, Retirement Planning, Financial Planning, Workflow, Asset Management, Problem Solving, Programming
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1995
MBA, International Finance
State University of New York College at Plattsburgh 1981 — 1985
BS, Computer Science
University of Liverpool 1984 — 1984
Sabbatical, Computer Science - Art - History
Temple Beth Shalom September 2014 - Present
Injured Marine Semper Fi Fund October 2012 - May 2014
Navy-Marine Corps Relief Society July 2009 - February 2011
Cherry Point OSC June 2008 - September 2010
State Street Bank August 2004 - March 2007
Investors Bank & Trust June 2002 - July 2004
Skills
Non-profits, Fundraising, Budgeting, Financial Analysis, Accounting, Nonprofits, Budgets, Public Speaking, Strategic Planning, Microsoft Office, Research
Education
Boston College - Carroll School of Management
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst
Bachelor's Degree, Resource Economics
Moelis & Company August 2013 - Present
Houlihan Lokey July 2012 - July 2013
Beyond Capital Fund February 2011 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
State Street Bank July 2008 - April 2010
Skills
Alternative Investments, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investments, Investment Banking, Portfolio Management, LBO, Private Equity, Valuation, Strategy
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Accounting, Economics, and Entrepreneurship
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
BS, Economics, Finance
Scarsdale High School 2000 — 2004
Federal Reserve Bank of Boston August 2015 - Present
Federal Reserve Bank of Boston May 2012 - August 2015
RBS - CITIZENS FINANCIAL GROUP February 2010 - May 2012
State Street Bank November 2007 - February 2010
Investors Bank & Trust October 2005 - November 2007
Investors Bank & Trust September 2004 - October 2005
MORELY FUND MANAGEMENT INTERNATIONAL May 2003 - August 2003
Skills
Credit Analysis, Basel II, Financial Analysis, Credit Risk, Risk, Risk Management, Market Risk, Financial Risk, Counterparty Risk, Derivatives, Basel III, CVA, Systemic Risk, Investment Banking, Financial Services, Credit, Cycling, Operational Risk, Enterprise Risk..., Tennis, Analysis, Securities, Mutual Funds, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MBA, Finance
Boston College 2000 — 2004
B.A., Economics, History
State Street Bank August 2013 - July 2015
State Street October 2012 - July 2013
Brandeis University November 2008 - September 2012
Skills
Microsoft Office, Stata, Data Analysis, Customer Service, Economics, Bloomberg Terminal, Microsoft Excel, Close Attention to..., Financial Services, Securities, Statistics, PowerPoint, Financial Operations, Data Analytics, Regression Analysis, Financial Statement...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Brandeis University 2008 — 2012
Bachelor of Arts (B.A.), Economics
The Boston Consulting Group September 2015 - Present
The Boston Consulting Group June 2014 - August 2014
State Street Global Markets January 2010 - July 2013
State Street Bank September 2009 - May 2010
State Street Bank June 2009 - September 2009
State Street Bank June 2008 - May 2009
State Street June 2007 - August 2007
Boston Bruins January 2007 - May 2007
Skills
Foreign Exchange, Marketing, Capital Markets, Microsoft Excel, Portfolio Management, Project Management, Analysis, PowerPoint, Relationship Management, Client-focused, Microsoft Office, Cultural Awareness, Social Media, Conference Organization
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
B.S., Management, Dual Concentrations in Finance and Marketing; Minor in French
Université Paris Dauphine 2007 — 2008
Study Abroad, Management, Marketing
Hingham High School 2001 — 2005
Stax Inc. March 2015 - Present
Chatham Partners May 2014 - March 2015
Chatham Partners July 2013 - May 2014
Chatham Partners August 2012 - July 2013
Global Marine Energy Inc. June 2011 - August 2011
iKnowtion June 2010 - August 2010
State Street Bank June 2007 - August 2008
Skills
Microsoft Excel, PowerPoint, SPSS, Vovici, Data Analysis, Microsoft Word, Creative Writing, Report Writing, Quantitative Research, Qualitative Research, Analysis, Analytics, Consulting, Finance, Financial Analysis, Financial Modeling, Fundraising, Leadership, Management Consulting, Microsoft Office, Microsoft PowerPoint, Public Speaking, Research, Writing
Education
Boston College 2008 — 2012
Bachelor of Arts (BA), Economics, English
Boston Latin School 2002 — 2008
Merganser Capital Management October 2013 - Present
Cambridge Associates June 2012 - October 2013
Cambridge Associates August 2010 - June 2012
State Street Bank August 2009 - August 2010
Skills
Financial Services, Business Development, Asset Management, Mutual Funds, Equities
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), History
Boston College September 2011 - Present
Saks Fifth Avenue June 2014 - August 2014
Hearts on Fire June 2013 - August 2013
Boston College May 2013 - August 2013
Harvard School of Public Health May 2012 - August 2012
State Street Bank June 2011 - August 2011
John Adams Courthouse June 2010 - August 2010
Skills
Project Planning, Leadership, Team Building, Public Speaking, Verbal Communication, Written Communication, Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Boston Latin School 2005 — 2011
College Preparatory
GE - GE Asset Management October 2010 - Present
GE - GE Asset Management June 2005 - October 2010
GE - GE Asset Management July 1999 - June 2005
State Street Bank November 1996 - July 1999
State Street Bank July 1994 - November 1996
Skills
Process Improvement, Six Sigma, Project Management, Financial Services, Leadership, Management, Mutual Funds, Training, Finance, Microsoft Office, Business Process, Investment Management..., Dashboard Metrics, Risk Management, Vendor Management, Business Analysis, Financial Modeling, Financial Analysis, Asset Management, Portfolio Management
Education
Boston College 1990 — 1994
Bachelor of Science (BS), Finance, General
Preferred Global Health, Inc. August 1997 - Present
State Street Bank July 1993 - August 1997
Allendale Mutual Insurance Company July 1985 - December 1987
Constellation Reinsurance Company July 1983 - July 1985
Commercial Union Insurance Company December 1980 - July 1983
Skills
Reinsurance, Underwriting, Finance, Financial Services, Business Development, Management, Mutual Funds, Start-ups, Strategy, Business Strategy, Strategic Planning, New Business Development, Healthcare, Executive Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1995
MS, Finance
University of Massachusetts Boston 1991 — 1993
BS, Management
Duff & Phelps June 2015 - Present
Deloitte Financial Advisory Services LLP August 2014 - May 2015
Deloitte Financial Advisory Services LLP April 2012 - August 2014
Deloitte & Touche LLP August 2008 - April 2012
State Street Bank June 2006 - August 2006
Skills
Auditing, Consolidation, Sarbanes-Oxley Act, Finance, Financial Analysis, US GAAP, Accounting, Financial Reporting, SEC Filings, GAAP, Due Diligence, Financial Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSA, Accounting
Boston College 2004 — 2008
BS, Accounting & Finance
New Hampshire Insurance Department June 2015 - Present
Mustard Household April 2002 - Present
One Source Apparel September 2014 - June 2015
Elevator Group LLC February 2012 - October 2012
State Street Bank 1997 - 2003
State Street Bank 1995 - 1997
Skills
Social Media, Social Media Marketing, Marketing, Event Planning, Facebook, Fundraising, Analytics, Credit Analysis, Process Improvement, Microsoft Excel, Microsoft Word, Data Analysis, Data Management, Management, Finance, Auctions, Social Networking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
Masters in Business Administration
University of New Hampshire 1991 — 1995
BS, Health Management and Policy
Boston Heart Diagnostics December 2013 - Present
Verisk Health October 2012 - December 2013
Pearson Education June 2008 - October 2012
Fatboy Marinade 2004 - 2011
Brown Brothers Harriman November 2006 - June 2008
State Street Bank September 2005 - November 2006
Student Advantage June 2001 - October 2004
Fidelity Investments February 2001 - June 2001
Essential.com 1999 - 2001
Maison Robert - Restaurant Francaise January 1995 - November 1999
Skills
Agile Project Management, Agile Methodologies, Project Management, Software Project..., Scrum, SDLC, Process Improvement, Certified Scrum Master..., Program Management, Management, Vendor Management, PMO, Leadership, Business Analysis, Requirements Gathering, PMP, Requirements Analysis, Cross-functional Team..., Change Management, Requirements Management, Informatics, Disaster Recovery, SharePoint, Quality Assurance, Team Leadership, Product Marketing, Business Process..., Atlassian JIRA, Confluence, HIPAA, Project Portfolio..., Product Management, MS Project, Rally, Offshore Management, Data Analytics, Agile Leadership
Education
Harvard Business School Executive Education 2014 — 2014
Professional Development Program, Building Effective Teams
Boston Graduate School of Psychoanalysis 1998 — 1999
MA, Psychoanalysis
University of Maine 1990 — 1994
BA, Psychology
Savio Prep 1986 — 1990
Sophie Tremblay Studio January 2015 - Present
BMC Software November 2012 - February 2015
Desjardins October 2011 - November 2012
Mouvement Desjardins February 2010 - October 2011
Desjardins Sécurité Financière April 2006 - January 2010
Standard Life September 2003 - April 2006
Standard Life April 2001 - September 2003
State Street Bank September 1995 - September 1998
Skills
Management Consulting, Business Transformation, Mergers & Acquisitions, Strategy, Project Portfolio..., Portfolio Management, Agile Methodologies, Process Improvement, PMO, IT Strategy, Change Management, Business Analysis, Business Process..., Strategic Planning, Management, Business Strategy, Business Process, Consulting, Project Management, Governance
Education
Université de Montréal - HEC Montréal 1998 — 2001
Master's degree, M.Sc. Business Management
Université Laval 1991 — 1994
Baccalauréat, Finance
Boston College
BA, Finance
State Street Bank February 2014 - Present
State Street Bank January 2013 - February 2014
Nardella & Taylor, LLP June 2011 - July 2012
Skills
Mutual Funds, ETFs, Bloomberg, Finance, Microsoft Office, Microsoft Excel, Financial Statements, Accounting, Auditing, General Ledger, Journal Entries, Cash Flow, Internal Controls
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
ADP January 2015 - Present
ADP July 2011 - January 2015
ADP January 2003 - July 2011
ADP June 1999 - January 2003
State Street Bank January 1995 - June 1999
State Street January 1993 - January 1995
Skills
ADP Payroll, Benefits Administration, Employee Benefits, Payroll, HRIS, HRO, Applicant Tracking..., Talent Management, 401k, Onboarding
Education
Boston College - Carroll School of Management 1995 — 1998
Master of Business Administration (M.B.A.)
Colby College 1987 — 1991
Bachelor of Arts (B.A.)
East Coast Asset Management February 2012 - September 2012
GMO June 2006 - August 2011
Brown Brothers Harriman June 2005 - June 2006
State Street Bank September 2003 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Equity Valuation, Bloomberg, Wealth Management, Investments, Equities, Asset Management, Mergers & Acquisitions, Fixed Income Analysis, Credit Analysis, Fixed Income, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
MBA, Asset Management
Colby College 1999 — 2003
Bachelor of Arts, Economics
TRANSATLANTIC REINSURANCE COMPANY May 2014 - Present
TransRe July 2012 - Present
Bank of America June 2010 - July 2012
State Street Bank June 2009 - August 2009
Skills
Financial Modeling
Education
Boston College 2007 — 2010
BS, Economics
Penn State University 2006 — 2007
BS, Finance
Aetna September 2013 - Present
Oracle July 2011 - September 2013
Carroll School of Management September 2009 - May 2011
EMD Serono May 2010 - December 2010
Observant LLC January 2006 - September 2009
State Street Bank October 2004 - January 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Brand Management and Market Informatics
Boston College 2000 — 2004
Bachelor of Science, Marketing/Marketing Management, General
Kingswood Oxford 1997 — 2000
High School
Acushnet Company 2000 - Present
The First Years 1999 - 2000
Reebok 1993 - 1999
State Street Bank 1991 - 1993
Skills
Brand Management, Sports Marketing, Product Marketing, Integrated Marketing, Marketing Strategy, Consumer Products, Marketing, Brand Development, Marketing Communications, Digital Marketing, Sponsorship, Brand Awareness, Direct Marketing, Product Management, Social Media Marketing, Competitive Analysis, Advertising, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MBA, Marketing, Strategic Management
Boston College 1987 — 1991
BS, Finance & Marketing
State Street Bank March 2014 - Present
Electric Insurance Company November 2013 - March 2014
Law Office of Tammy Arcuri August 2012 - November 2013
Beacon Hill Staffing Group November 2012 - September 2013
Chu, Ring & Hazel LLP December 2011 - January 2012
Boston College Law School August 2008 - May 2011
Chu Ring Hazel LLP May 2010 - August 2010
Manulife Financial November 2007 - June 2008
John Hancock Life Insurance Company (U.S.A.) June 2006 - December 2006
John Hancock Life Insurance Company (U.S.A.) June 2005 - December 2005
Skills
Legal Research, Legal Writing, Corporate Law, Corporate Governance
Education
Boston College Law School 2009 — 2011
JD, Law
Northeastern University 2003 — 2007
BSBA, Business Administration, Magna Cum Laude
West Branch Capital LLC September 2013 - Present
Blaine Capital Advisors LLC March 2011 - August 2013
Pioneer Investments June 2006 - February 2011
Trove Partners, LLC June 2002 - June 2006
Liberty Funds Group March 1999 - December 2001
State Street Global Advisors April 1997 - March 1999
Liberty Funds Group August 1992 - April 1997
State Street Bank March 1992 - August 1992
MIT Lincoln Laboratory September 1988 - March 1992
Skills
Statistics, Portfolio Management, Investment Strategies, Hedge Funds, Equities, Quantitative Analysis, Quantitative Research, Quantitative Modeling, Portfolio Optimization, Statistical Modeling, Model Portfolios, Mutual Funds, Institutional Investors, Alternative Investments, Investments, Investment Management, Securities, Equity Research, Bloomberg, Asset Managment, Quantitative Finance, Stock Picking, Financial Services, R, Financial Modeling, Wealth Management, Mergers & Acquisitions, Institutional..., Strategic Financial..., Quantitative Analytics, Finance, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MS, Finance
The Ohio State University 1986 — 1988
MS, Computer Science
University of Notre Dame 1982 — 1986
BS, Preprofessional Studies and Information Science
BNY Mellon June 2013 - Present
BNY Mellon July 2011 - June 2013
BNY Mellon April 2009 - June 2011
State Street Bank September 2007 - April 2009
Investors Bank & Trust June 2007 - September 2007
Skills
Bloomberg Terminal, CRD, Charles River IMS, Derivatives, Bloomberg, Securities, Mutual Funds, Portfolio Management, Fixed Income, Fund Administration, Equities, Global Custody, Fund Accounting, Asset Managment, Investments, Options, Emerging Markets, Asset Management
Education
Boston College - Carroll School of Management 2009 — 2012
MBA, Asset Management
Suffolk University - Sawyer School of Management 2003 — 2007
Bachelor of Science in Business Administration, Double Major: Business Managament and International Business, GPA: 3.55, Magna Cum Laude
Wellington Management January 2014 - Present
State Street Bank April 2012 - December 2013
State Street Bank and Trust Company January 2009 - August 2012
State Street Bank June 2007 - December 2008
Wilmer, Cutler, Pickering Hale and Dorr September 1998 - June 2007
Education
Boston College Law School 1995 — 1998
JD
Hamilton College 1991 — 1995
North Yarmouth Academy
Blue Cross Blue Shield of Massachusetts September 2011 - Present
Blue Cross Blue Shield of Massachusetts July 2010 - August 2011
Blue Cross Blue Shield of Massachusetts June 2008 - July 2010
Deloitte & Touche, LLP. October 2005 - August 2006
State Street Bank August 2004 - October 2005
State Street Bank July 2003 - August 2004
State Street Bank July 2001 - July 2003
Skills
SAS, SQL, Data Analysis, Process Improvement, Analysis, Microsoft Excel, VBA, Financial Risk, Business Process..., Business Strategy, Quantitative Analytics, Auditing, Business Analysis, Strategic Planning, Integration, Insurance, Project Management, Internal Controls, Management, Business Intelligence, Risk Management, Finance, Access, Training, Software Documentation, Financial Modeling, Analytics
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA
Brandeis University 1997 — 2001
BA
Viewpoint School 1994 — 1997
Voya Financial January 2014 - Present
ING July 2008 - Present
CitiStreet LLC July 2001 - July 2008
State Street Bank August 1994 - July 2001
MIT Lincoln Laboratory July 1991 - August 1994
Skills
SDLC, Business Process..., SQL, Software Development, XML, Business Requirements, Quality Assurance, Java, Requirements Analysis
Education
Boston College 1989 — 1991
Master of Science (MS), Finance
University of Lowell 1984 — 1988
Bachelor of Science (BS), International Business
Citizensbank October 2011 - Present
State Street Bank 2007 - March 2012
SunTrust Bank 2003 - 2007
Williams Companies 2001 - 2002
The RISConsulting Group 2000 - 2001
Skills
Stress Testing, Economic Capital, Portfolio Management, Fixed Income, Derivatives, Financial Modeling, Risk Management, Financial Risk, Capital Markets, Bloomberg, Basel II, Equities, Valuation, Banking
Education
Boston College 1993 — 2000
Ph.D., Economics
Middle East Technical University 1989 — 1993
B.A., Economics
Bornova Anadolu Lisesi 1981 — 1988
High School, High School
Mount Ida College January 2010 - Present
State Street Bank June 1997 - Present
State Street Global Advisors August 2000 - June 2002
Morgan Construction Company 1996 - 1997
Fudan University 1989 - 1993
Skills
Financial Analysis, Risk Management, Business Analysis, Project Management, Strategic Planning, Financial Modeling, Fixed Income, Bloomberg, Derivatives, Equities, Capital Markets, Valuation, Quantitative Analytics, Hedge Funds, Securities, Program Management, Asset Managment, Financial Services, Research, Economics
Education
Boston College 1993 — 2000
MA, MBA, MSF, International Relations, International Business, Finance
Fudan University 1982 — 1986
BA, MA, Law, International Relations
Sanderling Ventures April 2006 - Present
Nicholas-Applegate Capital Management September 1998 - March 2006
State Street Bank 1995 - 1998
Putnam Investments 1990 - 1994
PriceWaterhouseCoopers 1986 - 1990
KPMG 1981 - 1985
Tufts University 1978 - 1981
Skills
Private Equity, Venture Capital, Auditing, Finance, Investments, Accounting, Due Diligence, Financial Modeling, Corporate Development, Financial Analysis, Investor Relations, Valuation, SEC filings, Financial Reporting, Mergers & Acquisitions, SEC Filings, Management, Asset Management
Education
Boston College 1974 — 1978
BS, Accounting
State Street Bank 1991 - Present
Bank of New England March 1978 - September 1991
Skills
Middle Office, Financial Services, Fixed Income, Global Custody, Mutual Funds, Risk Management, Equities, NIS, AIX, Unix, Unix Shell Scripting, Linux, Perl, Solaris, LDAP, Security, Websphere, Disaster Recovery, Bloomberg, Securities, Fund Administration, Trading Systems, Software Project..., Settlement, Back Office, Derivatives, IBM AIX, Shell Scripting
Education
Boston College 1973 — 1977
Bachelor of Arts (BA), Mathematics and Statistics
Stone Coast Fund Services May 2012 - Present
Port City Photo Booth February 2012 - Present
Brown Brothers Harriman April 2011 - May 2012
Brown Brothers Harriman April 2008 - April 2011
State Street Bank August 2007 - April 2008
Investors Bank & Trust April 2006 - August 2007
Skills
Leading Cross..., Requirements Gathering, Business Requirements, Software Requirements, Product Support, Troubleshooting, Requirements Analysis, Customer Service, Able To Multi-task, Project Implementation, Software Project..., Documentation, Cross-functional Team..., Leadership, Software Development, Software Documentation, Management, Business Analysis, Process Improvement
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA
University of Vermont 2000 — 2004
B.S., Business Administration
Affiliated Managers Group December 2012 - Present
Affiliated Managers Group October 2007 - Present
State Street Global Advisors January 2007 - October 2007
Wellington Management September 2003 - December 2006
Dechert LLP October 1997 - September 2003
Testa, Hurwitz & Thibeault, LLPBos 1996 - 1997
Scudder, Stevens & Clark 1989 - 1993
State Street Bank 1988 - 1989
Homeowners Federal Savings and Loan September 1986 - August 1988
Weathervane June 1983 - May 1986
Skills
Asset Managment, Equities, FINRA, Asset Management, Investments, Securities Regulation, Securities, Capital Markets, Corporate Governance, Hedge Funds, Mutual Funds, Private Equity, Mergers, Alternative Investments, Financial Services, Investment Management, Anti Money Laundering, Due Diligence
Education
Tulane University Law School 1993 — 1996
JD
Boston College 1984 — 1988
Finance and Marketing
Bangor High School 1980 — 1984
State Street Bank May 2008 - Present
Spotfire-Tibco February 2007 - May 2007
Instituto Tecnologico de Coatzacoalcos January 2005 - August 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2007
Graduate, Marketing Research and Consumer Behavior
Hult International Business School 2006 — 2007
Graduate, Business Administration
Harvest America Corporation 2003 — 2004
English
Instituto Tecnologico de Veracruz 1992 — 1997
Undergraduate, Computer Systems Engineering
State Street Bank November 1997 - Present
BankBoston January 1995 - October 1997
Skills
Analysis, Customer Relations, Insurance, Customer Service, Business Analysis, Mutual Funds, Vendor Management, Banking, Leadership, Process Improvement, Project Management, Program Management, Risk Management, Team Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MSF, Finance
University of Massachusetts Boston
Appleton Partners, Inc. February 2004 - Present
State Street Bank April 1998 - September 2003
Education
Boston University Questrom School of Business 2001 — 2002
MSIM, Investment Management
Boston College 1993 — 1997
BS, Finance and Marketing
Pioneer Investments April 2014 - Present
Pioneer Investments March 2008 - April 2014
Pioneer Investments October 2006 - March 2008
State Street Bank August 2005 - October 2006
Skills
Investments, Portfolio Management, Fixed Income, Mutual Funds, Equities, Bloomberg, BlackRock Aladdin, Charles River IMS
Education
Boston College 2001 — 2005
Bachelor’s Degree, Economics, French
Surge Resources, Inc. August 2012 - Present
Home Path Financial, L.P. October 2009 - April 2011
IBM October 2006 - February 2009
Manning & Napier Advisors 2003 - 2006
Citizens Advisors 2000 - 2002
Scudder Investments 1997 - 2000
State Street Global Advisors 1994 - 1997
Fidelity Investments 1991 - 1994
State Street Bank 1988 - 1991
Skills
Solution Selling, Account Management, Sales, CRM, Strategy, Business Development, Sales Operations, Program Management, Project Management, B2B, Portfolio Management, Risk Management, Business Strategy, Business Planning, Financial Services, Human Resources, Investments, Outsourcing, Marketing Strategy, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
Masters, Business Administration
University of Maine 1983 — 1988
BA, Public Management, Economics
Atlantic Investment Mgmt Inc. July 2002 - Present
Atlantic Investment Management 2002 - Present
ABN AMRO 1999 - 2002
ABN Amro Securities 1999 - 2002
ING Barings 1999 - 2000
Furman Selz 1999 - 2000
State Street Bank November 1995 - March 1999
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Investments, Equity Trading, Bloomberg, Trading, Electronic Trading, Venture Capital, Equity Research
Education
Boston College 1991 — 1995
BS, Finance
Wallace E. Carroll School of Management 1991 — 1995
BS, Finance and Information Systems
Diane E. Butler, LLC February 2015 - Present
Investment Company Institute 2004 - 2013
Investment Company Institute (ICI) 1998 - 2004
Investment Company Institute 1990 - 1997
State Street Bank 1982 - 1990
Skills
Mutual Funds, Transfer Agency, Asset Management, Financial Services, Securities, Relationship Management, Project Management, Equities, Alternative Investments, Risk Management, Fund Accounting, Management, Hedge Funds, Wealth Management, Vendor Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (M.S.), Finance
Boston University - School of Management
Bachelor of Science (BS), Business Administration - Marketing
Brown Brothers Harriman November 2009 - Present
Brown Brothers Harriman November 2004 - November 2009
State Street Bank May 2002 - October 2004
Investors Bank & Trust May 2001 - April 2002
Skills
Financial Services, Financial Risk, Market Risk, Global Custody, Relationship Management, Process Improvement, Negotiation, Securities Regulation, International Business, Global Management, Vendor Management, Project Management, Settlement, Excel, Word, PowerPoint, Visio, FrontPage, Quickr, Lotus Notes, Capital Markets, Market Research, Analysis, Asset Management, Mutual Funds, Corporate Actions, CRM, Fixed Income, Due Diligence, Financial Markets, Equities, Bloomberg, Securities, Back Office, Banking, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Global Management
Harvard University 2001 — 2004
Certificate of Special Studies in Administration and Management, General Management
St. Lawrence University 1997 — 2001
BA, Government and Economics
State Street Bank 2010 - 2015
State Street 2006 - 2010
State Street 2005 - 2006
State Street 2004 - 2005
State Street 2003 - 2004
State Street 1997 - 2003
Skills
Corporate Accounting, Financial Reporting, Regulatory Compliance, Staff Management, Financial Analysis, Business Process..., Policy Development, Time Management, Coaching and Mentoring..., Internal Audit
Education
Boston College 1993 — 1997
Bachelor's degree, Accounting
Private Practice April 2014 - Present
Boston, MA September 2011 - April 2014
Nationwide Investment Management October 2007 - September 2011
State Street Bank 2004 - 2007
Fred Alger Management 2000 - 2004
Skills
Securities, Mutual Funds, Hedge Funds, AML, Asset Managment, Alternative Investments, Investment Advisory, Corporate Governance, Investments, Financial Services, Private Equity, Due Diligence, Risk Management, FINRA, Broker-Dealer, Securities Regulation, Enterprise Risk..., Insurance, Fixed Income, Commodity, Process Improvement, TCF, Loans, Capital Markets, Financial Risk, Securities Offerings, Mergers, Brokerage, Banking, Asset Management, Mergers & Acquisitions, Investment Advisers Act, Equities, Series 24, Investment Company Act, Derivatives, Corporate Law
Education
Boston College Law School
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Douglass College Rutgers University
Bachelor of Arts (B.A.)
Lutron Electronics December 2014 - Present
United States Navy January 2013 - December 2013
United States Navy January 2010 - December 2012
Ashland Partners April 2011 - February 2012
State Street Bank May 2008 - April 2011
Starbucks Coffee Company August 2006 - May 2008
Suffolk University May 2006 - May 2008
Cambridge Associates LLC February 2007 - April 2007
Skills
Investments, Alternative Investments, Microsoft Office, Finance, Management, VBA, Public Speaking, Team Leadership, Leadership, Private Equity, Performance Analysis, Budgets, Client Relationship..., Customer Service, Process Improvement, CRM, Microsoft Excel, Analysis, Financial Analysis, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Master of Business Administration (M.B.A.)
Suffolk University 2004 — 2008
Bachelor's Degree, Business Administration and Management, Finance, Cum Laude
Volunteer at local schools September 2010 - October 2012
State Street Bank January 1998 - December 2005
Scudder, Stevens & Clark 1996 - 1999
Scudder Kemper Investments September 1996 - December 1997
Skills
Process Improvement, Mutual Funds, Budgets, Leadership, Forecasting, Youth Development, Microsoft Excel, Project Management, Spreadsheets, Financial Services, Training, Managerial Finance, Event Management, Research, Presentations, Social Media, Accounting, Business, Team Building, Risk Assessment
Education
Boston College 2001 — 2005
Bachelor of Science (BS), Accounting, Finance
State Street Bank 2008 - Present
Skills
Sybase, Software Development, Software Quality..., PL/SQL, Data Warehousing, SDLC, SQL, Business Analysis, Requirements Analysis, Databases, Agile Methodologies, Visual Basic, Unix, Requirements Gathering, MS Project, Visio, Data Modeling, Integration, Database Design, DB2
Education
Boston College 1962 — 1966
First Republic Bank September 2015 - Present
Accenture January 2014 - May 2015
Capco March 2010 - January 2014
State Street Bank April 2004 - April 2010
BearingPoint June 1998 - April 2003
Fidelity FOREX Inc (Fidelity Investments January 1995 - June 1997
Sumitomo Trust and Banking Corp 1990 - 1992
Bank of Ireland 1986 - 1990
Skills
Financial Services, Capital Markets, FX Options, Management, Business Analysis, Risk Management, Currency, Equities, Hedge Funds, PMO, Derivatives, Fixed Income, Trading Systems, Investment Banking, Management Consulting, Portfolio Management, Asset Management, Trading, Business Intelligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MBA, Finance and International Business
Trinity College Dublin 1982 — 1986
BA-mod, Economics
St. Mary's Secondary School 1976 — 1982
New Signature January 2015 - Present
Law Offices of Christina M. Sheridan July 2004 - Present
Pace Plaza Condominium Trust January 2007 - July 2010
Law Office of Stephen T. David January 2003 - July 2004
State Street Bank 1995 - 2001
Skills
Management, Wills, Estate Planning, Litigation, Project Management, Training, Customer Service, Negotiation, Research, Microsoft Excel, Legal Research, Legal Writing, Strategic Planning
Education
Suffolk University Law School 1999 — 2002
Regis College 1995 — 1999
B.A., English, Classical Languages
Regents College 1998 — 1998
n/a, English
Boston Latin School
Brown Brothers Harriman 2008 - September 2014
State Street Bank March 2007 - October 2008
State Street 1999 - 2008
State Street Bank January 2006 - June 2007
Skills
Corporate Actions, Financial Modeling, Private Equity, Investment Banking, Due Diligence, Corporate Finance, Bonds, Financial Risk, Process Improvement, Emerging Markets, Back Office, Vendor Management, SDLC, Fund Accounting, FX Options, Project Management, Analysis, Trading Systems, Economics, Customer Service, Financial Services, Fixed Income
Education
Boston College 1996 — 2000
Bachelor of Science (BSc), Political Science and Government
Boston College High School 1989 — 1993
State Street Bank 1995 - Present
Skills
Fixed Income, Mutual Funds, Bloomberg, Securities, Equities, Hedge Funds, Alternative Assets, Limited Partnerships, Private Equity, Fund Administration, Asset Allocation, Alternative Investments, Fund Accounting, Financial Services, Institutional..., Global Custody, Derivatives, Asset Management
Education
Boston College
BA, Management
Collard Advisory Group October 2012 - Present
Aylus Networks August 2008 - October 2012
Aylus Networks May 2006 - August 2008
State Street Bank 2005 - 2006
Skills
Bloomberg, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Forecasting, Accounting, Finance
Education
Boston College 2001 — 2005
Northern Trust Corporation April 2014 - March 2015
Markit January 2014 - March 2014
Northern Trust April 2013 - December 2013
SEI Investments January 2005 - March 2013
Oakbrook Solutions January 2005 - March 2013
Investors Bank & Trust (since Merged with State Street Bank) 1999 - 2004
State Street Bank October 1996 - May 1999
Skills
Corporate Actions, Financial Services, SDLC, Requirements Analysis, Fixed Income, Business Analysis, Analysis, Wealth Management, Asset Management, Business Requirements, Securities, Equities, Mutual Funds, Back Office, Middle Office, Requirements Gathering, Business Process, Software Project...
Education
Boston College 1992 — 1996
Bachelor of Arts, English, Communications
State Street Global Advisors 2011 - Present
State Street Bank January 2003 - August 2010
John Hancock Mutual Funds December 2000 - November 2002
Granahan Investment Management, Inc. January 1998 - November 2000
Education
Boston University 1995 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
UCLA 1993 — 1994
Certificate of film, television and video, Arts, Entertainment, and Media Management
Boston College
BS Finance, Finance, General
Brookline High School
GMO August 2013 - Present
Galatea Associates February 2006 - August 2013
State Street Bank 2004 - 2006
Skills
Financial Modeling, Securities, Data Analysis, Hedge Funds, Analytics, SQL, Financial Analysis, Java, Perl, Unix, Project Management, Agile Methodologies, C#, Microsoft Excel, Databases, Product Management, Software Development, Microsoft Office, Linux
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
MBA
Worcester Polytechnic Institute 2000 — 2004
Bachelor of Science (BS), Computer Science
JP Morgan January 2011 - Present
State Street Bank May 2008 - December 2010
JPMorgan 2006 - 2008
Interactive Data Corporation 1996 - 1997
Skills
Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
MBA, Finance
Providence College 1985 — 1989
BS, Finance
Algonquin High School
The Brattle Group June 2015 - Present
American Express November 2012 - June 2015
American Express August 2010 - November 2012
American Express September 2007 - July 2010
NERA Economic Consulting 2002 - 2005
State Street Bank 2001 - 2002
Skills
Forecasting, Strategic Planning, Analysis, Strategic Financial..., Portfolio Management, Leadership, Analytics, Corporate Finance, Financial Planning, Financial Services
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
Master of Business Administration (MBA), Finance and Strategy
Boston College 1997 — 2001
Bachelor of Arts and Sciences, Economics and Math
Apollo Global Management LLC March 2015 - Present
Providence Equity Partners March 2012 - March 2015
Providence Equity Partners July 2011 - March 2012
State Street Bank May 2008 - September 2010
Skills
Financial Modeling, Private Equity, Valuation, Business Development, Investor Relations, Venture Capital, Bloomberg, Alternative Investments, Hedge Funds, Corporate Finance, Equities, Investment Banking, Due Diligence, Investments, Capital Markets, Asset Management, LBO, Corporate Development, Financial Analysis, Mergers & Acquisitions, Equity Research, Fixed Income, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSF, Corporate Finance
Boston University 2002 — 2006
BA, International Relations
Boston College High School 1998 — 2002
State Street May 2015 - Present
State Street October 2013 - Present
State Street November 2012 - October 2013
State Street Bank March 2011 - November 2012
State Street Bank June 2007 - March 2011
Investors Bank ad Trust May 2006 - July 2007
Investors Bank & Trust May 2005 - May 2006
Champion Nationwide Contractor August 2003 - May 2005
Education
Boston College 1999 — 2003
BA
Century Management May 2014 - August 2014
SWARM Mobile September 2012 - July 2013
SWARM Mobile April 2012 - August 2012
Milstein Adelman LLP April 2009 - August 2011
State Street Bank February 2007 - July 2008
Skills
Marketing, Microsoft Excel, Analytics, Financial Modeling, Competitive Analysis, Social Media, Financial Analysis, Strategic Partnerships, Facebook, Management, Social Media Marketing, Investments, Digital Marketing, Strategy, Digital Media, Market Research, Bloomberg, Equities, Data Analysis, Entrepreneurship, Salesforce.com, Marketing Strategy, Business Development, Hedge Funds, Event Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Corporate Finance and Entrepreneurial Management
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
Master of Business Administration (MBA), Finance, General
Fairfield University 2002 — 2006
BA, English
Deloitte August 2015 - Present
Deloitte Consulting July 2012 - August 2015
Grant Thornton LLP March 2012 - July 2012
Draper Laboratory February 2010 - March 2012
Draper Laboratory March 2006 - March 2012
State Street Bank September 2004 - February 2006
Modern Continental 2003 - 2003
Quintiles March 1996 - April 1999
Skills
Peoplesoft Project..., Peoplesoft Contracts, Peoplesoft Billing, Peoplesoft General..., Excel Guru, Financial Analysis, Financial Reporting, Financial Modeling, Project Management, PeopleSoft, Microsoft Excel, SQL, Program Management, Risk Management, Oracle General Ledger, ERP, Analysis, General Ledger, Finance, Process Improvement, Business Process, Revenue Recognition, Budgets, Accounting, Strategy, Cross-functional Team..., Internal Controls, Sarbanes-Oxley Act, Business Process..., SDLC
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
Master, Business Administration
Eastern Nazarene College 1988 — 1993
Bachelors, Math, Sociology
North Quincy High School 1984 — 1988
Diploma
BofA Global Capital Mgmt May 2010 - Present
State Street Global Advisors November 2006 - May 2010
State Street Global Advisors 2005 - 2006
State Street Bank 2003 - 2005
Education
Boston College 1999 — 2003
Bachelor, Finance and Accounting
First Citizens Bank March 2010 - Present
First Citizens Bank May 2005 - March 2010
Mass Housing Financing Agency October 2004 - April 2005
Sovereign Bank May 2000 - October 2004
Bay State Gas Company 1997 - 2000
State Street Bank 1995 - 1997
The Co-operative Bank of Concord 1993 - 1995
Fleet Bank 1991 - 1992
BayBanks, Inc. 1988 - 1991
Skills
Internal Audit, Enterprise Risk..., Banking, Auditing, Management, Sarbanes-Oxley Act
Education
Suffolk University 1989 — 1991
MBA, Business Management
Boston College 1984 — 1988
BS, Accounting
Eagle Investment Systems January 2013 - Present
Eagle Investment Systems May 2006 - January 2013
State Street Bank 1990 - 2006
Skills
Fixed Income, Securities, Business Analysis, Financial Services, Mutual Funds
Education
Boston College 1985 — 1989
BA, Accounting
State Street Bank March 2013 - Present
State Street Bank September 2012 - February 2013
Dean College September 2008 - August 2012
State Street Bank July 2010 - October 2010
Bingham McCutchen September 1992 - March 2009
Education
Boston College Law School 1989 — 1992
JD
Boston College 1985 — 1989
BA, Political Science
State Street Bank
Skills
Global Custody, Fixed Income, Mutual Funds, Financial Services, Equities, Bloomberg, Middle Office, Fund Accounting, Securities, Fund Administration, Corporate Actions
Education
Boston College 1984 — 1988
Hercules Technology Growth Capital, Inc. 2014 - Present
Silicon Valley Bank 2011 - 2013
Management Consulting 2008 - 2010
Back Bay Capital / Banc of America Securities 2000 - 2007
State Street Bank 1994 - 1997
Shawmut Bank - Connecticut National Bank (CNB) 1985 - 1994
Skills
Debt Restructuring, Portfolio Management, Credit, Underwriting, Banking, Finance, Loans, Investments, Risk Management, Commercial Lending, Mergers, Restructuring, Asset Based Lending, Private Equity, Leveraged Finance, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 1999
MSF, Finance
College of the Holy Cross 1981 — 1985
BA, Accounting / Economics
John Hancock Investments August 2014 - Present
TFC Financial Management December 2005 - August 2014
Fidelity Investments June 2004 - December 2005
State Street Bank August 1998 - June 2004
Skills
Portfolio Management, Asset Allocation, Manager Research, Mutual Funds, Asset Management, Wealth Management
Education
Framingham State University
B.S, Business Administration
Boston Latin School 1986 — 1992
CFA Institute
Merrimack Pharmaceuticals August 2015 - Present
Corning Life Sciences November 2012 - August 2015
Becton, Dickinson and Company May 2011 - November 2012
Becton, Dickinson and Company March 2007 - May 2011
Becton, Dickinson and Company March 2003 - March 2007
Smart Modular Technologies January 2001 - November 2002
Lucent Technologies January 2000 - December 2000
Varian Semiconductor Equipment Associates May 1999 - January 2000
International Business Machines September 1996 - May 1999
State Street Bank July 1994 - September 1996
Skills
Cost Accounting, SAP, Process Improvement, Variance Analysis, Forecasting, Six Sigma, Budgets, Accounting, Managerial Finance, Financial Reporting, Financial Modeling, Cross-functional Team..., Finance, Revenue Recognition, Consolidation, Financial Analysis, Costing, Budgeting, Inventory Control, Cost, Enterprise Systems..., ERP, Capital Budgeting, Manufacturing, Financial Statements, Month End Close, Physical Inventory, Financial Systems..., Reserve Analysis, Supervising, General Ledger, Leadership, Target Costing, Logistics, Internal Controls, Program Management, US GAAP, Financial Accounting, PeopleSoft, Khalix, Cognos
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1996
MS, Accounitng
Boston College 1990 — 1994
BS, Accounting
Malden Catholic 1986 — 1990
Liberty Mutual Insurance August 2013 - Present
Deloitte September 2010 - July 2013
State Street Bank June 2008 - August 2008
Coburn & Meredith, Inc. September 2007 - May 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Financial Reporting, Internal Controls, Data Analysis, Auditing, Accounting, US GAAP, Corporate Finance, Finance, Analysis, Microsoft Office, PowerPoint, Research
Education
Boston University Questrom School of Business
Bachelor of Science in Business Administration
Boston Latin School
Westfield Capital Management 2015 - Present
State Street Bank 2013 - 2015
Standard Pacific Capital 2011 - 2013
General Catalyst Partners 2009 - 2011
Skills
Marketing, PowerPoint, Event Planning, Venture Capital, Microsoft Excel, Organization, Customer Engagement, PerTrac, CRM, Time Management
Education
Boston College 2004 — 2008
Bachelors, Communications
Phillips Exeter Academy
Moody's Analytics Project Director in ERM Counterparty CreditState Street BankFebruary 2012 - March 2014
State Street Bank May 2009 - February 2012
State Street May 2007 - May 2009
State Street May 2006 - April 2007
Skills
Credit Risk, Financial Modeling, Equities, Bloomberg, Asset Management, Financial Services, Banking, Basel II, Financial Analysis, Strategic Leadership, Derivatives, Investments, Fixed Income, Credit Analysis, Business Analysis, Risk Management, Securities, Process Improvement, Hedge Funds, Analysis, Portfolio Management, Valuation, Capital Markets, Financial Risk, Team Management, Economics, Fund Accounting, Market Risk, Alternative Investments, Mutual Funds, FX Options, Financial Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA
Stonehill College 1999 — 2003
B.A., Economics
BNY Mellon March 2005 - Present
State Street Research 1997 - 2005
Fidelity Investments 1996 - 1997
Scudder Investments 1994 - 1996
John Hancock Advisers/Patriot Funds 1991 - 1994
Patriot Group 1986 - 1991
State Street Bank 1978 - 1986
Skills
Asset Management, Management, Securities, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Series 7, Fixed Income, Investments, FINRA, Financial Services, Series 63, Investment Management, Capital Markets, Bloomberg, AML, Portfolio Management, Risk Management, Derivatives, Asset Managment, Due Diligence, Investment Advisory, Relationship Management, SEC filings, Wealth Management
Education
Suffolk University Law School 1993 — 1997
JD, Securitries and Corporate Law
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MSF, Finance
Suffolk University - Sawyer Business School 1979 — 1983
MBA, Business
University of Massachusetts Boston 1974 — 1978
BA, Business Management
Covidien April 2013 - Present
State Street Bank•Reviewed compliance packages for three clients with over 300 funds in each portfo July 2009 - April 2013
State Street Bank April 2006 - February 2009
Investors Bank & Trust June 2005 - April 2006
State Street Bank May 2002 - June 2005
State Street Bank November 2000 - April 2002
JPMorgan Chase October 1998 - October 2000
Skills
Fund Administration, Fixed Income, Mutual Funds, Hedge Funds, Securities, Investments, Fund Accounting, Bloomberg, Financial Reporting, Valuation, Accounting, Finance, Analysis
Education
Boston College
Bachelor, Finance
State Street Bank AVPState Street1990 - 2009
Investors Bank & Trust 1998 - 2007
Education
Boston College
BA
State Street Bank July 2011 - Present
Fidelity Investments June 2010 - July 2011
Fidelity Investments April 2007 - June 2010
Fidelity Investments May 2005 - April 2007
Fidelity Investments September 1997 - May 2005
Skills
Finance Operations, Project Management, CRM, Finance, Analysis, Financial Analysis, Risk Management, Leadership, Change Management, Process Improvement, Corporate Finance, Business Analysis, Strategy, Business Process
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1993
Masters, Finance
Boston College - Carroll School of Management 1985 — 1989
B.S., Finance
KPMG March 2015 - Present
State Street Bank December 2013 - February 2015
Wellington Management September 2011 - June 2013
State Street Corp May 2009 - September 2011
Brown Brothers Harriman July 2008 - April 2009
American Benefit Plan January 2007 - June 2008
Merrill Lynch October 2006 - December 2006
Skills
Financial Analysis, Bloomberg, Access, Microsoft Excel, Financial Accounting, Mutual Funds, Securities, Risk Management, Analysis, Equities, Portfolio Management, Valuation, Investments, Financial Risk, Banking, PowerPoint, Microsoft Visio
Education
Boston College - Carroll School of Management 2013 — 2013
Masters, Finance
Boston College 2010 — 2013
Master of Business Administration (MBA), Business Administration
Portland State University 2003 — 2006
BS, Finance
Bank of America April 1997 - July 2001
State Street Bank June 1996 - March 1997
JPMorgan Chase July 1991 - May 1996
Skills
Banking, Business Analysis, Risk Management, Financial Analysis, Financial Risk, Financial Services, Training, Management
Education
Boston College 1987 — 1991
B.S. Accounting, Business Management, High Honors
BNY Mellon September 2013 - Present
Eagle Investment Systems May 2007 - August 2013
Eagle Investment Systems May 2007 - October 2008
Putnam Investments January 2006 - May 2007
Wellington Management February 2005 - December 2005
Putnam Investments June 2000 - February 2005
Wellington Management July 1999 - June 2000
Putnam Investments June 1998 - July 1999
Putnam Investments October 1995 - May 1998
State Street Bank October 1993 - September 1995
Skills
Fixed Income, Applications..., Systems Development, Financial Services, Systems Analysis, Security Reference, Trading Systems, Derivatives, Foreign Exchange, Fund Accounting Systems, Project Management, Staff Management, Applications Software..., SDLC
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS, Finance
Boston University - School of Management
BS, Business Administration
J.P. Morgan January 2013 - Present
Equity Finance / Prime Brokerage March 2012 - December 2012
Kellner DiLeo & Company December 2010 - February 2012
BNP Paribas October 2008 - November 2010
Banc of America Securities April 2005 - October 2008
Morgan Stanley 1998 - 2005
State Street Bank 1992 - 1994
Education
Boston College 1988 — 1992
BA, Economics & Finance
TASC, Inc. November 2014 - Present
EMSolutions, Inc July 2013 - July 2014
State Street Bank February 2011 - July 2012
BNY Mellon 2008 - 2009
Skills
Financial Services, Analysis, Microsoft Excel, Accounting, Mutual Funds, Recruiting, Bloomberg, Account Reconciliation, Equities, Corporate Actions, Investments, Trading, Securities, Derivatives, Bonds, Leadership, Research, Microsoft Office
Education
The George Washington University 2012 — 2014
Master of Arts (MA), International Relations and Affairs
Boston College 2006 — 2010
Bachelor of Arts (BA), Major 1: Economics; Major 2: French
Deree College 2009 — 2009
The American College of Greece
The Governor's Academy 2002 — 2006
Center for Peace, Democracy and Development September 2011 - Present
State Street Bank January 2014 - June 2014
Isles of Shoals Steamship Company July 2011 - August 2013
Trinity Yard School January 2013 - July 2013
UMass Boston January 2011 - May 2012
International Center for Health, Migration, and Development May 2011 - June 2011
Program on Negotiation, Harvard Law October 2010 - May 2011
Camp Arcadia June 2010 - August 2010
Loco Coco's Tacos August 2009 - May 2010
Boston College September 2005 - May 2009
Skills
Translation, Teaching English, Conflict Management, Program Coordination, Event Management, Supervisory Experience, Program Development, Proposal Writing, Office Administration, Microsoft Office, Mac OS X, Constant Contact, Mediation, International Relations, Independent Research, Research, Teaching, Public Speaking, Editing, Social Networking, French, Nonprofits, Program Management, Program Evaluation, Community Outreach, Event Planning, Writing, Spanish, Policy Analysis, Leadership, Management, Social Media, Higher Education, PowerPoint, Microsoft Excel, Volunteer Management, Political Science, Customer Service, Microsoft Word, Project Management, Conflict Resolution, Human Rights, Qualitative Research, Training, Analysis, International...
Education
University of Massachusetts Boston 2010 — 2012
M.A. '12, Conflict Resolution
University of New Hampshire 2010 — 2010
Continuing Education Course, Outdoor Education
Boston College 2005 — 2009
B.A., French, Spanish, Peace & Justice
Institut d'Etudes politiques de Strasbourg 2008 — 2008
International Law, France-US relations, International and EU Politics
Genzyme Corporation August 1995 - November 2001
State Street Bank July 1990 - August 1995
State Street Bank May 1988 - August 1990
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Editing, Project Management, Event Planning, Accounting
Education
Boston College
Bachelor of Arts (B.A.), Economics
Arrowstreet Capital 2011 - Present
Thomson Reuters July 2007 - December 2010
Fidelity Investments January 1998 - July 2007
Fidelity 1998 - 2007
Avicenna Systems January 1997 - January 1998
State Street Bank January 1995 - January 1997
Education
Boston College 1990 — 1992
MS, Computer Science
Tsinghua University 1983 — 1988
BS, Computer Science
Citizens Financial Group March 2011 - Present
State Street Bank 2008 - 2010
State Street Bank 2006 - 2008
State Street Bank 1997 - 2003
Fleet Bank 1996 - 1997
Recoll managment Company 1987 - 1989
Skills
Risk Management, Operational Risk..., Auditing, Operational Risk, Business Process..., Internal Audit, Financial Risk, Financial Services, Enterprise Risk..., Securities, Analysis, AML, Process Improvement, Risk Assessment
Education
Simmons College 1982 — 1986
BA, Economics and Finance
Boston College - Wallace E. Carroll Graduate School of Management
MBA
State Street October 2007 - Present
State Street Bank March 1999 - October 2007
Skills
Portfolio Management, Derivatives, Bloomberg, Credit Analysis, Fixed Income, Capital Markets, Credit Risk
Education
Boston College
QuoJax Corporation 2012 - Present
State Street Bank 2003 - 2010
Investors Bank & Trust ( acquired by State Street Bank ) 2003 - 2006
Fidelity Investments 1995 - 2000
Raytheon Missile Systems 1989 - 1995
Education
Brandeis University 1985 — 1989
B.A.
Boston Latin School 1979 — 1985
Seamans Capital Management May 2015 - Present
Quincy College June 2009 - Present
State Street July 2013 - August 2014
State Street June 2011 - June 2013
State Street Bank August 2010 - May 2011
Quincy College June 2008 - June 2009
Skills
Fund Administration, Mutual Funds, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Access
Education
Boston College 2014 — 2015
Master's Degree, Finance
University of Massachusetts Boston 2009 — 2011
Bachelor's, International Management
Quincy College 2007 — 2009
Associate's, Business Administration
State Street Global Markets October 2006 - Present
State Street Bank 1999 - Present
State Street Global Markets February 2004 - October 2006
State Street Global Markets March 2002 - January 2004
Skills
Counterparty Risk..., Foreign Exchange..., Commercial Lending, Credit Analysis, Client Acquisition, Project Execution, Project Coordination, Credit Risk, Capital Markets, Derivatives, Hedge Funds, Credit, Financial Markets, Risk Management, Risk, Banking, Counterparty Risk, Financial Risk, Equities, Bloomberg, Trading Systems, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1995
Master of Business Administration, Finance
EDHEC 1986 — 1989
Master in Business, Marketing
Reit Management & Research October 2014 - Present
Capgemini Consulting October 2009 - Present
Smith & Nephew Endoscopy September 2000 - September 2009
Boston Partners Financial Group, LLC September 1999 - August 2000
State Street Bank May 1995 - August 1999
Skills
Cisco VoIP, Microsoft Office, Windows Server, Network Administration
Education
Boston College - Carroll School of Management 1987 — 1991
Bachelor's degree, Marketing/Marketing Management, General
State Street Bank January 1995 - July 2011
State Street January 1995 - June 1997
Skills
Treasury Management, Payment System Risk..., Cash Management, Cash Flow Forecasting, Liquidity Risk, Wire Transfers, Anti Money Laundering
Education
Boston College - Carroll School of Management 1991 — 1995
B.S, ECONOMICS
Rhode Island Supreme Court Law Clerk Department September 2013 - August 2014
U.S. Department of Labor May 2012 - July 2012
Greater Boston Legal Services June 2011 - August 2011
U.S. Department of Justice July 2008 - July 2010
State Street Bank September 2007 - June 2008
Skills
Legal Research, Legal Writing, Research, Westlaw, Public Speaking, Litigation, Due Diligence, Strategy, Economics, Finance
Education
Boston College Law School 2010 — 2013
J.D.
University of Rochester 2003 — 2007
Bachelor of Arts (B.A.) in Economics, Minors in Mathematics and Russian
John Hancock Financial Services November 2013 - Present
Liberty Mutual Group January 2012 - January 2013
State Street Corporation March 2011 - December 2011
State Street Global Advisors September 2009 - April 2010
Wellington Management Company October 2005 - January 2009
State Street Bank April 2005 - September 2005
Fidelity Investments February 2000 - February 2005
State Street Bank August 1997 - January 2000
Mellon Trust / The Boston Company 1994 - 1997
Fidelity Investments 1988 - 1993
Skills
Quality Assurance, Budgets, Testing, Business Analysis, User Acceptance Testing
Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance and Financial Management Services
University of Massachusetts at Lowell
Certificate in Website Design and Development, Web Page, Digital/Multimedia and Information Resources Design
State Street Bank February 2011 - Present
Citizens Bank December 2006 - February 2011
Education
Boston College 2012 — 2017
Whitman Hanson Regional
State Street Bank 1987 - 2011
Cabot Corporation 1985 - 1987
Skills
Business Analysis
Education
Boston College 1980 — 1986
Bachelor of Arts (B.A.), Information Technology
State Street Bank June 2010 - Present
Education
Boston College 2006 — 2010
Bachelor of Arts (BA), Economics
Université Paris Sorbonne (Paris IV) 2009 — 2009
SS&C Technologies 2009 - Present
Thomson Reuters 2006 - 2009
Thomson Financial 2004 - 2006
Thomson Financial 2000 - 2004
Thomson Financial 1999 - 2000
Thomson Financial 1998 - 1999
Thomson Financial 1997 - 1998
State Street Bank 1995 - 1997
State Street Bank 1993 - 1995
State Street Bank 1992 - 1993
Skills
Consulting Services, Investment Management..., Investment Accounting, Project Management, Business Development, Workflow Analysis, Performance Measurement, Data Management, Integration Solutions, Client Reporting, Consulting, Financial Services, Portfolio Management, Market Data, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA)
Providence College
Bachelor of Arts (BA)
Boston Latin School
State Street Bank July 2009 - Present
WilmerHale 2007 - 2009
WilmerHale 2001 - 2007
Education
Boston College Law School 1998 — 2001
Doctor of Law (J.D.)
Georgetown University 1991 — 1995
Bachelor of Arts (B.A.), International Relations and Affairs
AbbVie December 2013 - Present
AbbVie 2012 - 2013
Abbott 2007 - 2012
Abbott 2005 - 2007
Paychex 2004 - 2005
CharterAuction.com 2003 - 2004
Brown Brothers Harriman 1999 - 2002
State Street Bank 1997 - 1999
Houlihan's Restaurants, Inc. 1996 - 1997
The Old Spaghetti Factory 1995 - 1996
Skills
Specialty Pharmaceutical, Endocrinology, Cardiology, Gastroenterology, Neuroscience, ENT, Diabetes, Pharmaceutical Sales, Pharmacy, Marketing, Training, Managed Care, Account Management, Selling Skills, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
Master of Business Administration (MBA), Marketing and Finance
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Science (BS), Hotel, Restaurant and Travel Administration