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
Creative Film Cars January 2005 - Present
Visible Grain Photography January 1995 - Present
Triumph Motorcycles 2005 - January 2012
Fidelity Investments 1999 - 2002
State Street Bank 1995 - 1999
Skills
Motorcycle, Sourcing, Online Marketing, Public Relations, Production, Marketing Strategy, Advertising, Marketing Communications, Photography, Purchasing, Promotions, Event Planning, Video Production, Automotive, Video, Entertainment, Online Advertising, Television, New Business Development, Vehicles, Blogging, Negotiation, Film, Strategic Planning, Social Networking, Social Media, Digital Marketing, Automobile, Editing, Social Media Marketing, New Media, Photoshop, Brand Development, Event Management, Press Releases, Product Development, Copywriting, Motorsports, Corporate Communications, Digital Media, Digital Photography, Creative Direction, Racing, Marketing, Film Production, Fashion, Integrated Marketing, Email Marketing, Video Editing, Multimedia
Education
Boston University 1990 — 1994
BA, Economics, Political Science, Philosophy
BNY Mellon March 2004 - Present
State Street Bank 1995 - 2004
FDIC 1991 - 1996
Skills
Securities, Corporate Law, Capital Markets, Corporate Governance, Derivatives, Hedge Funds, Due Diligence, Banking, Bankruptcy, Mergers & Acquisitions, Financial Services, Fixed Income, Equities
Education
Boston University
llm, Banking and securities law, number 2 in class
Colgate University
B.A., International Relations and French with honors
Southern Methodist University
JD, Commercial and International Law
Institute of Internal Auditors - San Francisco Chapter June 2015 - Present
Global Institute of Internal Auditors July 2015 - Present
Stanford Research Institute (SRI) International April 2011 - Present
Raytheon 2007 - April 2011
East Boston Main Streets - Non Profit January 2006 - December 2007
Raytheon 2005 - 2007
Greater Boston Institute of Internal Auditors January 2006 - December 2006
NSTAR 2000 - 2005
State Street 1998 - 2000
State Street Bank 1996 - 1998
Skills
Econometrics, Strategic Planning, Change Management, Six Sigma, Research, Consulting, Process Improvement, Personal Branding, Talent Management, Governance, Organizational Behavior, Risk Management, Leadership, Project Finance, Policy Analysis, Workshop Facilitation, Statistics, Proposal Writing, Strategy, Internal Audit, Management, OMB Circular A-133, Cross-functional Team..., Program Management, Internal Controls, Auditing, Enterprise Software, Outsourcing, Management Consulting, Business Process..., Analysis, Financial Risk, Enterprise Risk..., Sarbanes-Oxley Act, Mergers & Acquisitions, Team Building, Executive Management, Policy, Financial Analysis, Forecasting, Managerial Finance, Data Analysis, Sarbanes-Oxley, Risk Assessment, Financial Modeling, Due Diligence, Acquisition Integration, Business Process, Start-ups
Education
Boston University
Masters, Financial Economics
University of New Hampshire - Whittemore School of Business and Economics
Bachelors, Economics
Cisco Systems - MITG September 2012 - Present
Motorola Mobility, Google Company April 2011 - September 2012
Tekelec March 2010 - April 2011
Enterasys Networks November 2004 - April 2009
Bigband Networks March 2007 - July 2007
Quarry Technologies September 2003 - November 2004
Alcatel-Lucent July 1998 - July 2003
State Street Bank April 1997 - July 1998
Commonwealth of Massachusetts (MECN) May 1995 - April 1997
Skills
IPv6, Routing Protocols, MPLS, Network Security, Technical Leadership, Wireless, QoS, Multicast, Network Design, Deployment, BGP, OSPF, IPv4, VPLS, MPLS VPN, RIP, IS-IS, ISIS, IPSec, Perl, Troubleshooting, IP, Routers, TCP/IP, Switches, Cisco Technologies, WAN
Education
Worcester Polytechnic Institute 2011 — 2015
PhD, Network Security & Digital Forensics
Boston University 2008 — 2013
Master of Science (MS), Telecommuunication(Security)
Northeastern University 1991 — 1992
BS, Computer Science
Holy Cross 1989 — 1992
MDiv
Makerere University 1984 — 1988
BS, Physics & Maths
inVentiv Health June 2015 - Present
inVentiv Health September 2012 - June 2015
Radius Specialty Hospital March 2012 - June 2012
Putnam Investments August 2008 - March 2012
State Street Bank September 2006 - August 2008
Perlera Real Estate March 2004 - September 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Account Reconciliation, Financial Modeling, General Ledger, Bank Account Maintenance, International Cash..., Cash Consolidation, Spreadsheet Optimization, Fund Accounting
Education
Boston University 2015 — 2018
Master of Business Administration (M.B.A.), Finance, Strategy, General
University of Massachusetts Boston 2003 — 2007
Bachelor of Science (BS), Finance, General
Beaconcrest Capital Management, LLC April 2009 - Present
Putnam Investments July 1997 - November 2008
Franklin Portfolio Associates (Mellon Capital) August 1993 - June 1997
State Street Bank November 1988 - July 1993
Skills
Portfolio Management, Investments, Mutual Funds, Asset Managment, Bloomberg, Equity Valuation, ETFs, Derivatives, Investment Advisory
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1995
M.B.A., Finance
Boston University 1984 — 1988
B.A., Economics
Shawnee 1979 — 1983
State Street Bank 2011 - Present
PwC 2006 - 2011
PwC 2009 - 2010
Deloitte 2004 - 2006
Skills
Auditing, Process Improvement, Internal Audit, Internal Controls, Analysis, Aviation, Compliance, Financial Audits, External Audit, Tax, Financial Analysis, SEC filings, Finance, AML, Enterprise Risk..., Financial Reporting, Sarbanes-Oxley Act
Education
Boston University
BA, International Business and Economics
Suffolk University
MSA, Master of Science in Accounting
International Association of Approved Basketball Officials (Board 130) 1987 - 2015
Cabot Money Management 2006 - 2006
Brown Brothers Harriman 2003 - 2004
Brown Brothers Harriman 2001 - 2003
Brown Brothers Harriman 1999 - 2001
Brown Brothers Harriman 1998 - 1999
Brown Brothers Harriman 1997 - 1998
Brown Brothers Harriman 1995 - 1997
Brown Brothers Harriman 1992 - 1995
State Street Bank 1989 - 1992
Education
Salem State College 2012 — 2013
Certificate
IAABO RefSchool 1986 — 1986
Boston University 1981 — 1985
Bachelor of Science (B.S.)
Lynn Classical HS
athenahealth July 2015 - Present
EF Tours for Girl Scouts February 2014 - July 2015
Go Ahead Tours April 2013 - January 2014
Go Ahead Tours April 2012 - April 2013
Go Ahead Tours April 2011 - April 2012
Go Ahead Tours March 2009 - April 2011
State Street Bank November 2007 - November 2008
City Sports January 2006 - November 2007
Skills
Sales, PowerPoint, Social Media, Event Planning, Microsoft Excel, Customer Service, Microsoft Office, Account Management, Microsoft Word, Public Speaking, Event Management, Outlook, Strategic Planning, Training, Recruiting, Coaching
Education
Boston University 2006 — 2007
Bachelor of Science (B.S.), Sociology
Longfellow
Investment Technology Group (ITG) May 2007 - Present
Investment Technology Group (ITG) June 2006 - May 2007
State Street Bank August 2003 - June 2006
Raytheon June 2000 - August 2002
Skills
Analytics, Equities, Product Management, Trading, Valuation, Trading Systems, SQL, Data Analysis, Financial Services, Access, Microsoft Excel, Equity Valuation, HTML, Databases, Securities, Portfolio Management, Mutual Funds, Quantitative Analytics, Python, Relationship Management, Web Development, FAS 157, Google Analytics, Google Webmaster Tools, SEO, Search Engine Submission, CSS, Big Data, Superior Client Service, Social Media, HootSuite, Cognos, Twitter, Mobile Applications
Education
Boston University 1996 — 2000
BS, Electrical Engineering
Catholic Memorial 1992 — 1996
The Rose Hills Foundation July 2014 - Present
Nuveen Investments April 2007 - October 2013
Tenet Healthcare April 2006 - April 2007
Western Asset Management April 2005 - April 2006
State Street Bank January 1999 - March 2005
Skills
Equities, Financial Analysis, Bonds, Analysis, Strategic Planning, Bloomberg, Mutual Funds, Hedge Funds, Fixed Income, Asset Managment, Securities, Derivatives, Asset Management, Finance, Investments, Portfolio Management, Trading, Alternative Investments, Valuation, Account Reconciliation, Banking, Asset Allocation
Education
Boston University 2001 — 2004
Graduate Certificate, Finance
University of Massachusetts Dartmouth 1994 — 1998
BS, Marketing
First American Financial Corporation April 2015 - Present
ABCD Investment Partners May 2007 - Present
First American Financial Corporation August 2014 - April 2015
First American Financial Corporation September 2013 - August 2014
First American Financial Corporation June 2010 - September 2013
Universal Internet Solutions Ltd December 2008 - November 2009
Bank of America August 2006 - July 2008
State Street Bank May 2005 - August 2006
Skills
Quality..., Forecasting, Account Reconciliation, Finance, Financial Modeling, Banking, Cash Flow, Portfolio Management, Analysis, Budgets, Access, Microsoft Office, Accounting, Real Estate, Entrepreneurship, Due Diligence, Corporate Finance, Loans, Mutual Funds, Investments, Process Improvement, Mergers & Acquisitions, Business Analysis, Strategic Planning, Asset Management, Credit, Financial Services, Strategy, PowerPoint, Management, Equities, Financial Analysis, Risk Management, Financial Reporting, Microsoft Excel, Valuation, Data Analysis, Internal Controls, Team Management, Mortgage Lending, Internal Audit, Managerial Finance, Auditing, Strategic Financial..., Business Planning, Insurance, Sarbanes-Oxley Act, Leadership
Education
Chapman University 2008 — 2010
MBA, Finance
California State University-Long Beach 2010 — 2011
Certificate, Data Modeling/Warehousing and Database Administration
Boston University 2001 — 2005
BS, Economics
La Mirada High 1997 — 2001
Diploma, General, 3.83
UMass Memorial Medical Center November 2014 - March 2015
Ipswitch December 2013 - October 2014
State Street Bank August 2013 - September 2013
Omgeo June 2013 - August 2013
NFP Health February 2013 - April 2013
Harvard University October 2012 - February 2013
Fidelity Investments May 2012 - October 2012
Rue La La November 2011 - April 2012
Harvard Business School Publishing March 2011 - November 2011
Scholastic November 2010 - March 2011
Skills
Agile Methodologies, Agile Project Management, Scrum, Program Management
Education
Boston University
M.S., Computer Science
Northeastern University
B.S., Mathematics
Harvard University November 2013 - Present
Commonwealth of Massachusetts January 2009 - August 2012
Commonwealth of Massachusetts September 2007 - January 2009
State Street Bank May 2004 - April 2007
Skills
Legislative Relations, Public Policy, Legislation, Policy Analysis, Political Campaigns, State Government, Politics, Government, Policy, Grassroots Organizing, Political Consulting, Economic Development, Legislative Research, Public Sector Financial..., Public Finance, Public Financial..., Financial Analysis, Communication, Marketing Communications, Municipal Bonds, Strategic Communications, Finance, Municipal Budgeting, Coalitions, Political Communication, Municipal Politics, Constituent Services, Nonprofits, Event Management, Technology, Management, Project Management, Stakeholder Management, Stakeholder Engagement, Coalition Development, Nonprofit Management
Education
Harvard University Kennedy School of Government 2012 — 2013
Master of Public Administration (M.P.A.)
Boston University 1999 — 2003
BA, Economics
Buckingham Browne & Nichols School 1993 — 1999
Ceonex, Inc. 2008 - Present
IBFX, Inc. 2000 - 2007
Infoboard Web Hosting November 1994 - June 2000
Infoboard 1995 - 1999
State Street Bank March 1993 - March 1994
Skills
Online Marketing, Public Speaking, Start-ups, Online Advertising, Entrepreneurship, Software Development, HTML, Program Management, Marketing Strategy, Marketing, Marketing Communications, SEO, Social Media, Social Media Marketing, E-commerce, Social Networking, Business Strategy, Web Development, Web Design, Business Development, Public Relations, Strategy, Budgets, Strategic Planning, Leadership
Education
Massachusetts Institute of Technology 1974 — 1976
Master of Science (MS), Interdisciplinary Science
Boston University
Bachelor of Science (BS), Biology, General
State Street Bank February 2014 - Present
State Street Bank February 2005 - February 2014
EXPRESS September 2002 - December 2004
Skills
Mutual Funds, Fixed Income, Equities, Financial Services, Securities, Investments, Financial Analysis, Client Operations, Global Custody
Education
Boston University 1999 — 2003
Bachelor of Science (BS), Economics / Business Management
BNY Mellon April 2014 - Present
Sklar Corporation October 2009 - April 2014
Exelon March 2008 - October 2009
HSBC Overseas Corporation (DE) September 2006 - February 2008
DuPont Capital Management May 2002 - August 2006
The Vanguard Group June 1999 - May 2002
State Street Bank May 1998 - August 1998
Skills
Financial Reporting, Account Reconciliation, Variance Analysis, Financial Analysis, Accounting, Finance, Analysis, Budgets, Financial Statements, Management, Auditing, General Ledger, Accounts Receivable, Forecasting, Process Improvement, Leadership, Cash Flow, Accounts Payable, Financial Accounting, Sage ERP Accpac, US GAAP, Corporate Actions
Education
University of Massachusetts, Amherst
Bachelor of Business Administration
Boston Latin School
Graduated Summa Cum Laude @ Top High School in Massachusetts -- 6-year college preparatory
Met Life August 2010 - Present
State Street Bank February 2010 - August 2010
Bank of New York Mellon June 2007 - February 2009
MUNICIPLE BENCHMARK February 2007 - June 2007
Phase Forward January 2002 - May 2002
Education
Boston University 2006 — 2008
MS, Actuarial Science
NORTHEASTERN UNIVERSITY
B.S, Mathematics & Computer and Information Science
State Street Bank May 2010 - Present
EXIT Realty Beatrice Associates April 2010 - Present
U.S. Census Bureau April 2010 - June 2010
Wells Fargo January 2006 - October 2009
State Street April 2005 - January 2006
US Bank January 2003 - April 2005
State Street November 2000 - December 2002
State Street November 1999 - November 2000
UPS January 1995 - November 1998
Tucker& Biegel 1992 - 1998
Skills
Real Estate, Bloomberg, Fixed Income, Loans, Banking, Financial Analysis, Financial Modeling, Risk Management, Analysis, Valuation, CDO, Derivatives, Securities, Asset Managment, Investments, Equities, Corporate Finance, Customer Service, First Time Home Buyers, Securitization, Structured Finance, Financial Structuring, Asset Management, Financial Services, Finance, Mutual Funds, Bonds, Portfolio Management, Mortgage Lending, Credit Analysis, Credit, Trading, Alternative Investments, Credit Risk, Cash Management, Investment Banking, Leadership, Financial Risk, Private Equity, Capital Markets, Bloomberg Terminal, Due Diligence, Asset Allocation, Structured Products, Financial Markets, Investment Management, Funding, Hedge Funds, Fund Accounting, MBS
Education
Suffolk University 1990 — 1992
M.B.A., Finance
Boston University 1975 — 1979
BA, Mathematics
Manulife Asset Management December 1996 - Present
State Street Bank March 1994 - May 1996
Skills
Equity Trading, Equities, Traders, Trading Systems, Investments, Stocks, Industry Analysis, ETFs, Securities, Electronic Trading, Competitive Analysis, Alternative Investments, Series 7, Equity Research, Bloomberg, Options, Series 63, Trading, Mutual Funds
Education
Boston University 1999 — 2007
MS, Financial Economics
University of Massachusetts, Amherst 1987 — 1992
BS, English
Union Bank March 2011 - September 2012
Bank of the West October 2010 - March 2011
Bank of New York Mellon July 2007 - September 2010
DST Global Solutions February 2003 - June 2007
State Street Bank November 1998 - February 2003
State Street Bank February 1998 - November 1998
Skills
Risk Management, Basel II, Business Requirements, Credit Risk, Banking, Financial Risk, Portfolio Management, SDLC, Governance, Internal Audit, Financial Modeling, Credit, Analysis, Finance, Due Diligence
Education
Universite Pantheon Sorbonne - Assas
Economics & Applied Mathematics
Boston University
Master's degree, Financial Economics
Franklin Templeton Investments July 2015 - Present
K2 Advisors July 2010 - Present
SAC Capital January 2008 - July 2010
SAC Capital March 2006 - February 2010
DST International February 2004 - March 2006
State Street Bank December 1999 - February 2004
Software Technology International June 1998 - December 1999
PMR Software Technology 1998 - 1999
Skills
Fixed Income, Hedge Funds, Risk, Market Data, Risk Management, Derivatives, SQL, FX, Equities, Bloomberg, VBA, Business Analysis, SQL Server, Databases, C#, Analysis, Statistics, Software Development, .NET, Credit Derivatives, Architecture, Options, Data Warehousing, XML, Programming, SDLC, Financial Risk, FX Options, Capital Markets, Market Risk, Equity Derivatives, Trading, Microsoft SQL Server
Education
Boston University 2002 — 2004
Master of Science, Computer Science
Manonmaniam Sundaranar University 1994 — 1998
BE, Electronics and Communication
Agios Pharmaceuticals April 2015 - Present
Cubist Pharmaceuticals August 2013 - April 2015
Biogen Idec July 2012 - April 2013
Biogen March 2007 - July 2012
Biogen Idec November 2004 - March 2007
Tufts-New England Medical Center August 2003 - October 2004
Control Delivery Systems, Inc. August 2002 - June 2003
Control Delivery Systems, Inc. July 2001 - August 2002
Delaware North Companies May 2000 - April 2001
State Street Bank September 1997 - May 2000
Skills
Clinical Trials, Pharmaceutical Industry, Clinical Development, Biotechnology, CTMS, GCP, Neurology, Clinical Research, Protocol, Sop, Clinical Study Design, Oncology, Clinical Monitoring, FDA, CRO, Medical Affairs, Regulatory Submissions, Data Management, Validation, EDC, Quality Assurance, Diabetes, CRF design
Education
Boston University 2004 — 2008
BS, Biomedical Lab & Clinical Sciences
University of San Diego 2006 — 2007
Certificate, Clinical Trials Design & Management Certificate
Northeastern University 2002 — 2003
Certificate, Meeting & Event Planning
Katharine Gibbs 1990 — 1991
Certificate, Travel & Conference Planning
Acronis March 2009 - Present
CoreMatrix Systems July 2008 - February 2009
State Street Bank April 2007 - June 2008
EMC October 2005 - April 2007
Braun Consulting 2002 - 2004
eLoyalty 1996 - 2002
Education
Boston University
NA
University of Massachusetts, Amherst
MS
Villanova University
BS
GW&K Investment Management June 2015 - Present
GW&K Investment Management February 2014 - June 2015
State Street Bank June 2013 - February 2014
Ben & Jerry's June 2010 - April 2013
Anderson Ross Chartered Accountants July 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Bloomberg, Financial Analysis, Investments, Microsoft Word, Securities, Mutual Funds, Management, Account Reconciliation
Education
Johnson and Wales University 2009 — 2013
Bachelor of Science (BS), Business Management, Investments
Boston University 2012 — 2012
International Management and Related Internship
Bethel Christian Academy August 2014 - Present
Indaba Theatre of New England 2005 - November 2014
Smith Leadership Academy September 2010 - June 2011
Orchard Gardens K-8 School September 2008 - June 2009
2008Gilmore Academy September 2006 - January 2008
2006Self Help, Inc May 2006 - August 2006
State Street Corporation September 2004 - January 2006
State Street Bank January 2001 - August 2004
U.S. Census Bureau January 1999 - January 2000
JFK Library Foundation January 1997 - January 1998
Skills
Fundraising, Non-profits, Public Speaking, Grant Writing, Event Planning, Community Outreach, Strategic Planning, Research, Program Development, Budgets, Event Management, Volunteer Management, Teaching, Microsoft Office, Program Management, Public Relations, Grants, Microsoft Excel, Editing, Management, Nonprofits, Conflict Resolution, Team Building, Training, Microsoft Word, Supervisory Skills, Policy, Leadership, Customer Service, Press Releases, Time Management, Leadership Development, Curriculum Design, Community Development, Staff Development, Organizational..., Workshop Facilitation, Proposal Writing, Program Evaluation, Coaching, Social Networking, Government, Policy Analysis
Education
Lesley University 2007 — 2011
M.E; M.Ed, 2011; Math Grades 5
Boston University 2001 — 2005
M.S; B.A, Administrative Studies; 2005; Financial Markets &; Theatre Arts
UMass Boston 1981 — 1986
B.A., Theatre Arts
Fidelity Investments September 2010 - Present
Raytheon Integrated Defense Systems November 2009 - September 2010
Fidelity Investments 2003 - October 2009
Centive 2001 - 2003
OrderTrust 2000 - 2001
OrderTrust 1999 - 2000
IntraNet, Inc. 1995 - 1999
State Street Bank 1992 - 1995
Skills
SDLC, Program Management, MS Project, Business Analysis, Project Management, Business Process, Enterprise Software, Management, Project Planning, Leadership, Agile Methodologies, Requirements Analysis, Integration
Education
Boston University 1980 — 1984
BA, Computer Science
Northeastern University 1990 — 1994
MBA
State Street August 2008 - Present
State Street Bank 2008 - Present
Education
Boston University 2006 — 2008
Master, Administrative Studies, International Business
Umass Dartmouth Office of Campus Sustainability and Residential Initiatives September 2014 - Present
EXPRESS June 2014 - Present
Boston Latin School Association June 2012 - June 2015
Kel & Partners May 2014 - August 2014
UMass Dartmouth - Sustainability April 2014 - May 2014
UMass Dartmouth - Office of Art History & Design September 2013 - April 2014
UMass Dartmouth September 2012 - May 2013
Physicians for Human Rights June 2012 - August 2012
State Street Bank July 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Some knowledge of..., Study of Latin, Organization, Efficiency, Clerical Work, Communication Skills, Public Speaking, Superior Work Ethic, Team Leadership, Highly Dedicated, Highly resourceful, Dependable Team Player, Multitasking Skills, Time Management
Education
University of Massachusetts Dartmouth 2012 — 2016
Business Management, Operations Management
Boston Latin School 2008 — 2012
High School Diploma
Santander Securities August 2013 - Present
LPL Financial December 2012 - August 2013
LPL Financial May 2011 - December 2012
MetLife November 2010 - May 2011
MetLife November 2007 - November 2010
State Street Bank November 2005 - November 2007
Fidelity Investments February 2005 - November 2005
Skills
Series 24, Series 63, Series 7, FINRA, Series 6, Series 53, Series 65, Series 26, Series 4
Education
Boston University 2008 — 2009
Graduate Certificate, Financial Planning
University of Newcastle 2004 — 2004
M.S., Finance
University of Tampa 2000 — 2003
B.S., Management, Economics, Criminology
Paycation Research Associate/Special ProjectsChatham PartnersMarch 2011 - September 2013
The Hurley School March 2013 - June 2013
WyzAnt Tutoring October 2010 - March 2011
Sherborn Library September 2007 - June 2010
Massachusetts Department of Social Services March 2003 - December 2008
Fidelity Investments January 1996 - January 1998
Fidelity Investments 1996 - 1998
ADP January 1994 - January 1996
ADP 1994 - 1996
State Street Bank 1994 - 1996
Skills
Employee Benefits, Organizational..., Strategic Planning, Event Planning, Leadership, Proposal Writing, Nonprofits, Conflict Resolution, Customer Service, Payroll, Market Research, Training, Bilingual-Spanish, Interpretation, Consecutive..., Strategy, Leadership Development, Research
Education
Boston University
Bachelor of Science, Business Administration
Boston University - School of Management
Bachelor of Science, Finance
Emergn September 2014 - Present
CornerstonePM 2003 - Present
Fidelity Investments January 2014 - September 2014
Cengage Learning September 2013 - December 2013
State Street Bank January 2012 - September 2013
Thomson Reuters July 2009 - January 2012
Cengage Learning July 2011 - November 2011
ING 2008 - 2009
Upromise 2007 - 2008
TIAA-CREF 2004 - 2007
Skills
SDLC, PMO, Business Process, Process Improvement, Agile Methodologies, Project Management, Strategic Planning, PMP, Software Project..., Cross-functional Team..., SharePoint, Project Portfolio..., Strategy, Integration, Retirement Plan..., Project Team Management, Process Simulation, Financial Services, Business Requirements, Management, Project Planning, Resource Management, Start-ups, Team Leadership, IT Strategy, Business Analysis, Agile Project Management, Retirement Services, 529 Plans, ITIL, Leadership, Retirement, Change Management, Testing, Governance, Business Process..., Analytics, Vendor Management, Outsourcing, Agile, Process Development, Scrum
Education
The King's College 1986 — 1990
Bachelor's Degree, Business Administration / Economics
Warnborough College 1990 — 1990
Exchange Student: Oxford England
Boston University 2001 — 2001
Certification, Project Management
Federal Reserve Bank of Boston July 2013 - Present
MITRE October 2010 - July 2013
MITRE April 2002 - October 2010
Unnamed Start-up December 2001 - April 2002
Navisite, Inc. December 1999 - March 2002
State Street Bank August 1998 - December 1999
Fidelity Investments August 1996 - March 1998
MITRE July 1986 - August 1996
Skills
Linux, Data Center, Cyber Security, Systems Engineering, Security, Network Security, Computer Security, Vulnerability Assessment, Information Security, Threat & Vulnerability..., Threat Analysis, Strategic Planning, Cloud Computing, Information Technology, Program Management, Security Policy, Information Assurance, Information Security..., Enterprise Architecture, Virtualization, Integration, System Architecture, Architecture, Infrastructure, Storage, Identity Management, Microsoft Exchange, Architectures, Disaster Recovery, Vulnerability Management, VMware, Penetration Testing, Network Architecture, Firewalls, Security Architecture..., Business Continuity, Computer Forensics, FISMA, Solaris, IT Strategy, IT Management, Process Improvement, Risk Management, Strategy
Education
Boston University
Bachelor's Degree, Systems Engineering
Worcester Polytechnic Institute
Master of Business Administration (M.B.A.)
DLA Piper May 2014 - Present
Professor Kristine Kalanges, University of Notre Dame Law School May 2014 - May 2014
City of Chicago, Department of Law January 2014 - April 2014
ACCION International June 2013 - August 2013
State Street Bank October 2011 - May 2012
Language International May 2011 - August 2011
J.P. Morgan October 2010 - December 2010
Massachusetts State House & Senate February 2010 - June 2010
Education
University of Notre Dame Law School 2012 — 2015
Juris Doctor
Boston University 2008 — 2011
Economics, International Relations
Wellesley College September 2013 - Present
Boston Symphony Orchestra August 2005 - August 2013
State Street Bank May 2004 - August 2005
State Street Bank May 2001 - May 2004
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Financial Markets, Financial Statements, Financial Audits, Fund Accounting, Endowment Funds, Microsoft Excel, Endowment software, Cash Flow Forecasting, Tax Returns, Microsoft Word, Stock gifts, Solomon general ledger, Medical Billing, Office Management
Education
Boston University
Master of Science (M.S.), Financial Economics
Providence College
Bachelor of Science (B.S.), Accounting
Katherine M. Holliday, Esq. March 2011 - Present
Mintz Levin August 1998 - January 2010
State Street Bank September 2004 - June 2007
Hutchins Wheeler 1997 - 1998
Skills
Corporate Governance, Corporate Law, Licensing, Venture Capital, Securities, Due Diligence, Joint Ventures, IPO, Private Equity, Mergers & Acquisitions, Finance
Education
Harvard Law School 1994 — 1997
J.D., law
Harvard University 1990 — 1994
B.A., Classics Latin and Greek
Boston Latin School
Granite City Electric Supply Co., Inc March 2014 - Present
State Street Corporation July 2011 - March 2014
State Street Bank August 2007 - July 2011
Bank of America October 2005 - August 2007
Skills
Account Reconciliation, Internal Audit, Sales, G/L Reconciliations, SOX Compliancy, Mutual Funds, Financial Services, OFAC, US GAAP, Lean Management, Analysis, Auditing, Microsoft Excel, Banking, Financial Analysis, Securities, Management, Global Plus, SEI,..., Advanced Microsoft..., Glo-Bus Business..., Certified Anti-Money..., ERP, P&L reconciliation, Activity Based Costing, cost-volume-profit..., Cart summery review, Review of Closing..., Fair Value Securities, Account Infomation..., Sales Force, Capstock Review, Eclipse, Journal Entries, Monthly Close, Bank Reconciliation, Client Services, Cost Allocation
Education
Northeastern University 2011 — 2013
Bachelor's degree of Science, Finance and Accounting Management, 3.108
Quincy College 2007 — 2009
Associates in Accounting, Accounting
Boston Latin School 1997 — 2003
Diploma, Ancient Languages
Belmont
Belmont
Vivorum Graphics September 2012 - Present
Gibson Sotheby's International Realty May 2011 - Present
E-Globe Technologies Ltd February 2010 - Present
State Street Bank December 2005 - May 2011
Skills
Real Estate, Photography, Digital Photography, Videography, Writing, Propsal Writing, Creative Writing, Culinary Skills
Education
Boston University 2010 — 2010
Master of Science (M.S.), Economics
Roger Williams University 2000 — 2004
BA, Political Science
The Boston Consulting Group July 2014 - Present
The Boston Consulting Group November 2011 - July 2014
State Street Bank May 2011 - November 2011
State Street Bank May 2010 - May 2011
CSN Stores October 2009 - May 2011
Wellington Management Company December 2008 - July 2009
Pro Cut May 2003 - January 2009
MFS Investment Management January 2008 - August 2008
State Street Bank & Trust January 2007 - August 2007
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Accounting, Microsoft Office, Financial Modeling, PowerPoint, Bloomberg, Access, Investments, Bloomberg Terminal, Outlook, Management, Finance, Analysis
Education
Boston University 2013 — 2016
Master of Business Administration (M.B.A.), Business Strategy and Analysis
Northeastern University 2005 — 2010
Bachelor of Science Degree, Business Administration; Dual Finance and Accounting
Xaverian Brothers High School
Xaverian Brothers High School
BNY Mellon January 2012 - Present
BNY Mellon 2009 - 2012
BNY Mellon 2007 - 2009
ABN AMRO Mellon 1999 - 2007
Mellon Financial 1989 - 1999
State Street Bank 1987 - 1989
Skills
Mergers & Acquisitions, International Joint..., Strategic Planning, Business Integration, Business Restructures, Sales Management, Relationship Management, Human Resource..., Organizational Design, Organizational..., Product Design, Product Development, Change Management, Project Management, International Expansion, Marketing Strategy, Marketing Communications, Risk Management, New Business Development, Global P&L Management, Collateral Management, derivatives, Outsourcing, Global Custody, Fund Accounting, Transfer Agency, Performance Measurement, Analytics, Risk Measurement, Alternative Investments, Hedge Funds, Fixed Income, Leadership, Mergers, Management, Mutual Funds, Securities
Education
Boston University 1983 — 1987
Bachelor of Arts (B.A.), Economics
Brown Brothers Harriman April 2011 - Present
State Street Bank 2008 - March 2011
JPMorgan Chase 2005 - 2008
Merrill Lynch 2004 - 2006
Skills
Accounting, Hedge Funds, Bloomberg, Mutual Funds, Portfolio Management, Fixed Income, Financial Analysis, Financial Modeling, Securities, Financial Reporting, Investments
Education
Boston University 2009 — 2012
Master’s Degree, MS in Administrative Studies - Financial Economics
Saint Anselm College 2001 — 2005
PVMHS 1997 — 2001
Infinex Finanacial Group May 2012 - Present
FINRA May 2006 - May 2012
South Shore Mental Health April 2005 - May 2012
FINRA (formerly NASD) May 2004 - November 2010
Fidelity Investments May 2000 - October 2003
Investors Capital February 1997 - May 2000
State Street Bank February 1996 - February 1997
Dean Witter September 1995 - February 1996
Skills
Customer Relations, Problem Solving, Customer Service, Teaching, Auditing, Compliance, Team Leadership, Managerial, Trading
Education
Boston University
MBA
Bryant University 1991 — 1995
B.S., Finance
Boston Latin School Association May 2014 - Present
Asian/Pacific/American Institute at NYU September 2014 - Present
New York City Asian American Student Conference January 2015 - Present
A/P/A B.R.I.D.G.E. October 2014 - Present
New York University March 2014 - May 2014
Occidental College January 2013 - December 2013
Tufts Health Plan May 2013 - August 2013
State Street Bank July 2012 - August 2012
State Street Bank July 2011 - August 2011
Boston Financial Data Services July 2010 - August 2010
Skills
Nonprofits, PowerPoint, Microsoft Word, Data Analysis, Fundraising, Research, Social Media, Editing, Community Outreach, Leadership, Facebook, Social Networking, Teamwork
Education
New York University 2013 — 2016
Bachelor's Degree, East Asian/Korean Studies, Social & Cultural Analysis, 3.75 Current GPA
Occidental College 2012 — 2013
Boston Latin School 2006 — 2012
High School Diploma
State Street Bank July 2012 - Present
Boston University September 2013 - April 2015
Nike June 2014 - September 2014
Campus Special (acquired by Chegg, Inc.) May 2014 - June 2014
Boston Financial Data Services July 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Management, Microsoft Office, Outlook, Teamwork, Accounting, Photoshop, Economics, Financial Services, Social Networking, Facebook, Analysis, Leadership, Matlab, Marketing
Education
Boston University 2013 — 2017
Bachelor of Science (B.S.), Finance, General
Boston Latin School 2006 — 2013
RTN Realty Advisors LLC April 2015 - Present
East Coast Realty January 2015 - April 2015
State Street Bank October 2013 - 2014
State Street June 2012 - October 2013
State Street December 2010 - June 2012
State Street March 2008 - December 2010
Beverly Briscoe Middle School/Natick Wilson Middle School August 2006 - March 2008
Beverly Public Schools, Briscoe Middle School, Beverly, MA August 2005 - August 2006
Worcester Public Schools, Worcester East Middle School, Worcester, MA August 2004 - August 2005
Skills
Financial Analysis, Financial Reporting, Equities, Investments, Valuation, Accounting, Portfolio Management, Account Reconciliation, Auditing, General Ledger, Private Equity, Derivatives, Mutual Funds, Leadership, Alternative Investments, Fund Of Funds
Education
Boston University 2007 — 2010
Master of Music, Music Education
Harvard University Extension School 2007 — 2009
Master of Liberal Arts in Management, Finance and Controls
University of New Hampshire 2000 — 2004
Bachelor of Music, Music Education
Newton South High School 1998 — 2000
MorphoTrust USA March 2010 - Present
Boston Consulting Inc. June 2009 - January 2010
Deloitte May 2005 - June 2009
Deloitte May 2003 - May 2004
Deloitte May 2000 - May 2002
State Street Bank January 1997 - May 2000
Education
University of California, Santa Cruz 2012 — 2015
Doctor of Philosophy (PhD), Information Technology
Cambridge College 2008 — 2010
MBA /Master of MGMT Information Technology Concentration, MBA/Master of MGMT Information Technology Concentration
Harvard Business School 2007 — 2008
MGMT Certificate, 3 MGMT & Leadership Certs.
Boston University 2005 — 2006
Diploma, Client Server Application Programming
ENU 1996 — 2000
B.S, MGMT INFORMATION SYSTEM
Cerulean Pharma, Inc August 2014 - Present
LaVoie Health Science Strategic Communications January 2014 - August 2014
NIRI Boston September 2010 - June 2014
Synta Pharmaceuticals 2010 - 2013
Synta Pharmaceuticals 2007 - 2010
Sharon Merrill Associates 2005 - 2007
Babson Capital Management 2003 - 2004
State Street Bank 2000 - 2001
Millennium Pharmaceuticals 1998 - 1999
Skills
Internal Communications, Crisis Communications, Corporate Communications, Public Relations, Investor Relations, Strategic Communications, Media Relations, Drug Development, Oncology, Strategic Planning, Messaging, Strategy, Management, Clinical Development, Lifesciences, Clinical Trials, Communication Training, Biotechnology, Biopharmaceuticals, Leadership, Pharmaceutical Industry, Cancer, CRO, Medical Writing
Education
Boston University
Master of Science in Public Relations, Corporate Public Relations and Investor Relations
Mount Holyoke College
Bachelor of Arts, Psychology and Sociology
Aura Knifeworks LLC February 2015 - Present
State Street Bank January 2014 - January 2015
Merrill Lynch September 2012 - January 2013
Verizon Wireless Campus Promoter October 2011 - December 2011
Long Beach Yacht Club June 2011 - August 2011
iWould Facebook App Promoter January 2011 - May 2011
Skills
Facebook, PowerPoint, Time Management, Financial Modeling, Valuation, Investments, Market Research, Salesforce.com, Sports, Business Strategy, Strategy, Mutual Funds, Social Networking, Financial Analysis, Bloomberg, Bloomberg Terminal, Social Media
Education
Boston University 2009 — 2013
Bachelor's Degree, Finance and Financial Management Services
Boston University - School of Management 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Finance
Boston University - School of Management 2009 — 2013
BS in Business Administration and Finance, SMG; Finance and Operations
BNY Mellon March 2014 - Present
State Street Bank January 2014 - February 2014
JPMorgan Chase July 2013 - December 2013
Modern Real Estate June 2011 - July 2013
Boston University Office of Environmental Health and Safety March 2010 - May 2013
Skills
Fund Accounting, IAX, InvestOne, Microsoft Excel, PowerPoint, Microsoft Office, Sales, Economics, Data Analysis, Social Networking, Teamwork, Research, Advertising, Microsoft Word, Public Speaking, Real Estate, Social Media, Enterprise Software, Management, Customer Service, Finance
Education
Boston University 2009 — 2013
Bachelor's degree, Economics, Business (minor)
Westford Academy 2005 — 2009
State Street Bank June 2013 - Present
State Street Bank June 2010 - June 2013
Skills
Sales, Securities, Bloomberg, Client Services, Equities, Microsoft Excel, Securities Lending
Education
Boston University Graduate School of Management 2013 — 2017
MBA/MA in International Relations, Finance/International Business
Boston University 2006 — 2010
Bachelor's Degree, International Relations - Foreign Policy & Security Studies
McKesson Health Solutions March 2011 - Present
Arbella Insurance Group September 2010 - January 2011
American Student Assistance September 2003 - November 2009
American Management Systems (AMS) May 1998 - July 2002
Energy Technology and Environment Center 1996 - 1996
State Street Bank September 1989 - July 1995
Skills
Clear Coverage, Clear Orders, Review Manager, Testing, Requirements Gathering, SDLC, Agile Methodologies, Process Improvement, Business Requirements, Scrum, Quality Assurance, Business Intelligence, Functional..., Requirements Analysis, Visio, Project Management, Analysis, Waterfall, Software Quality...
Education
Boston University 2006 — 2007
Business Analyst Fundamentals,, Coursework in Information Technology Programs
Tulane University - A.B. Freeman School of Business 1995 — 1997
MBA, Finance, Marketing, International Management
The University of Hong Kong 1996 — 1996
International Finance
Tsinghua University 1996 — 1996
International Business
Brandeis University 1985 — 1989
BA, Economics (minor in Art History)
Oran Inc 2012 - 2012
Creative Imaging Solutions LLC June 2009 - December 2011
STATE STREET CORPORATION January 1993 - January 2003
Offshore Passage 2001 - 2003
State Street Bank 1992 - 2003
State Street Bank 1982 - 1991
State Street Bank 1976 - 1981
Skills
SharePoint, Powershell, Windows Server, SQL Server, IIS, Microsoft Certified..., Hyper-V, TCP/IP, Software Development, Operating Systems, Architectures, Microsoft Office...
Education
Boston University 1980 — 1981
M.B.A
University of Massachusetts 1968 — 1972
B.A, POLITICS
Cervello October 2013 - Present
Cervello January 2012 - October 2013
A123Systems April 2010 - February 2012
IBM January 2009 - June 2010
IBM July 2008 - January 2009
IBM April 2006 - July 2008
First Hawaiian Bank November 2003 - April 2006
State Street Bank October 2001 - October 2003
BNY Mellon November 2000 - February 2001
Thomson Reuters September 1999 - November 2000
Skills
Financial Analysis, Budgeting, Variance Analysis, Financial Modeling, Forecasting, Business Analysis, Business Strategy, Analytics, Corporate Finance, Excel, Strategic Planning, Data Analysis, Financial Reporting, Change Management, SaaS, Dashboards, Business Planning, Process Improvement, Budgets, Process Consulting, Cloud Applications, EPM, Microsoft Excel, Project Management, Finance
Education
Boston University 1996 — 2000
Hawaii Preparatory Academy
Competitrack April 2015 - Present
The ExecuSearch Group November 2013 - October 2014
Dealogic August 2012 - June 2013
Dealogic December 2009 - July 2012
Dealogic August 2007 - December 2009
Boston Financial Management, Inc. 2006 - 2007
State Street Bank 2005 - 2006
Skills
Fixed Income, Capital Markets, Banking, Financial Services, Mutual Funds, Analysis, Asset Management, Account Management, Trading, Investment Management, Management, Derivatives, Financial Modeling, CRM, Loans, Finance, Risk Management
Education
Boston University 1998 — 2002
BA, Economics
Ma. Dept of Revenue January 2011 - Present
Betterliving Real Estate 2009 - Present
MacMurray & Associates February 2009 - July 2010
Weymouth Community Events Committee 1999 - 2010
Broadridge September 2007 - December 2008
State Street Bank July 2007 - September 2007
Investors Bank & Trust February 2000 - September 2007
Skills
Mutual Funds, Securities, Real Estate, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Financial Services, Access, Customer Service, Bloomberg, PowerPoint, Fixed Income, Risk Management, Equities, Accounting, Budgets
Education
Boston University 2009 — 2009
Certificate, Paralegal Studies
Bridgewater State University 1995 — 1999
BS, Management
Santander Bank, N.A. December 2014 - Present
State Street Bank May 2010 - November 2014
State Street Bank May 2008 - May 2010
State Street Bank March 2007 - May 2008
Wintech Optical International Limited August 2004 - March 2007
Skills
Microsoft Office Suite..., Microsoft Project, IBM Cognos, SQL, Oracle Essbase, Tibco Spotfire, Adobe Acrobat, Business Analysis, Financial Analysis, Analysis, Risk Management, Process Improvement, Banking, Business Process..., Data Analysis, Requirements Gathering, Requirements Analysis, Project Management, Program Management
Education
Boston University 2007 — 2009
Master of Science (M.S.), Management
University of Rochester 2000 — 2004
Bachelor of Arts (B.A.), History and Economics
Union Square Civic Advisory Committee (CAC) February 2015 - Present
Colchester Partners LLC 2002 - 2011
United Asset Management Corporation August 1997 - February 2002
State Street Bank July 1990 - August 1997
Skills
Series 63, 7 and 79, Mergers, Risk Management, Business Strategy, Portfolio Management, Series 63, Strategy, Mergers & Acquisitions, Strategic Planning, Finance, Investments, Management, Valuation, Private Equity, Restructuring, Asset Management, Due Diligence, Corporate Development, Analytics, Alternative Investments
Education
Boston University
MBA
Ohio University 1987 — 1990
BA
Cerylion Inc. November 2005 - December 2010
Lightbridge, Inc. February 2003 - November 2005
Tilion September 2000 - May 2002
Lightbridge Inc. September 1998 - September 2000
Lightbridge Inc. December 1996 - September 1998
Coopers and Lybrand November 1994 - December 1996
GE Aircraft Engines February 1992 - September 1993
GE Aircraft Engines November 1989 - February 1992
State Street Bank February 1987 - November 1989
BayBank Middlesex December 1985 - February 1987
Education
Boston University 1991 — 1994
MBA/ MSMIS
Carnegie Mellon Univerity 1981 — 1985
BS
John Hancock Life Insurance Company (U.S.A.) October 2012 - Present
John Hancock Life Insurance Company (U.S.A.) December 2009 - November 2012
John Hancock May 2006 - December 2009
Manulife Financial June 2000 - May 2006
State Street Bank July 1997 - September 1999
Skills
Strategy, Strategic Planning, SDLC, Vendor Management, Business Analysis, IT Strategy, Process Improvement, Requirements Analysis, Program Management, Software Project..., PMP, Enterprise Architecture, Project Portfolio..., Data Warehousing, Business Intelligence, Business Process..., Insurance, Integration, Agile Methodologies, Relationship Management, Microsoft SQL Server, Cross-functional Team..., Outsourcing, Software Development, Information Technology, Solution Architecture, PMO, Visio, Business Process, IT Management
Education
Boston University
Master of Science
University of Massachusetts, Amherst 1991 — 1994
BS
State Street Bank March 2015 - Present
BNY Mellon June 2010 - March 2015
Fidelity Investments July 2009 - June 2010
Starpoint Solutions June 2008 - June 2009
Fidelity Investments August 2005 - May 2008
Harvard Business School July 2002 - August 2005
Fidelity Investments, FMRCo Systems August 1998 - July 2002
Cubist Pharmaceuticals May 1996 - August 1998
Boston University 1990 - 1996
Skills
Vendor Management, SDLC, Program Management, Business Analysis, Financial Services, PMP, PMO, Project Management, Software Project..., Process Improvement, Project Portfolio..., Agile Methodologies, Product Management
Education
Boston University 1994 — 1998
Master’s Degree, Computer Science
Boston University 1990 — 1994
Bachelor’s Degree, Computer Science
University of Massachusetts Dartmouth 1982 — 1990
Bachelor’s Degree, Business Administration and Management, Human Resources Management
Blue Cross Blue Shield of Massachusetts August 2012 - Present
Iron Mountain December 2010 - January 2012
State Street Bank July 2007 - February 2009
Investors Bank and Trust July 2005 - July 2007
Bank of America 2004 - 2005
FleetBoston Financial 2004 - 2005
BankBoston 1996 - 2000
Skills
Security, Privacy, Information Security..., Requirements Analysis, CISM, Privacy Law, CISSP, Computer Security, Information Security, Disaster Recovery, CISA
Education
University of Pennsylvania
Masters degree
Boston University
Bachelor of Arts (B.A.), Psychology
Dun and Bradstreet April 2013 - Present
Princeton University December 2012 - February 2013
IMS Health October 2012 - December 2012
United Health Group November 2010 - October 2012
Pitney Bowes May 2008 - April 2010
BISYS Retirement Services December 2003 - April 2008
Ascensus 2003 - 2008
State Street Bank September 1998 - March 2003
First Data Investor Services 1993 - 1998
Skills
Team Leadership, project management, Strategic Planning, Customer Relations, Analysis, Planning, Documentation, Risk, Process Improvement, Vendor Management, Project Planning, Problem Solving, Risk Management, Business Analysis, Cross-functional Team..., Operations Management, Vendor Relations, Team Building, SDLC, Project Management, Software Documentation, IT Management, Start-ups, Business Development, Leadership, Budgets, Training, Software Development, PMO, Business Process..., Program Management, Consulting
Education
The University of Chicago 1977 — 1979
MAT, Education
Kenyon College 1973 — 1977
Bachelor's Degree, Anthropolgy
Boston University
Project Management Certificate, Project Management
State Street Bank & Trust 2012 - Present
State Street Bank 2006 - 2012
Citizens Bank 2005 - 2006
Fleet National Bank (BankBoston & Robertson Stephens) 2003 - 2005
Fleet National Bank 1995 - 2003
BankBoston 1988 - 1995
Skills
Dual Fluency: Spanish &..., Derivatives, Global Project..., Capital Markets, Business Analysis, Quality..., Strategic & Tactical..., Merger/Aquisition..., Software Implementation, Business Process..., Vendor Management, Client Relationship..., Fixed Income, Project Management, CRM, Trading Systems, SDLC, Interest Rate..., Banking, FX Options, Equities, Swaps, Back Office, Financial Services, Options, Settlement, Financial Risk
Education
Boston University
BSBA
Bullhorn October 2010 - Present
Fluent Technologies February 2010 - October 2010
State Street Bank July 2004 - February 2010
ValueOptions April 2001 - July 2004
John Hancock Funds January 2001 - April 2001
OneBeacon Insurance September 1998 - December 2000
OneBeacon Insurance August 1996 - August 1998
Massachusetts Water Resources Authority November 1993 - August 1996
Massachusetts Water Resources Authority December 1990 - November 1993
State Street Bank & Trust July 1989 - December 1990
Education
Boston University 2000 — 2000
Professional Certificate
Northeastern University 1984 — 1989
In the Time of Mourning: Thirty Three Poems of Grief and Loss from Godey's Lady's Book August 2014 - Present
DINNERTIMES: Stories of American Life 1912 to 2012 May 2013 - Present
Anthology Series: Poetry from Godey's Lady's Books January 2013 - Present
Johnson & Wales University November 2012 - Present
Rhode Island June 2010 - Present
Boston University, Office of Career Services 1998 - December 2009
State Street Bank 1983 - 1996
Skills
History, Interviews, Research, writing, Teaching, Public Speaking, narrative editing, Transition psychology, personal history..., interviewing elderly, mentoring college..., Books
Education
Boston University 2004 — 2011
Ed.D., Human Development
University of Massachusetts Boston
M.A., American Studies
Suffolk University
M.B.A.
Sun Life Financial July 2005 - Present
Verizon March 2004 - July 2005
Industrial Communications June 2003 - February 2004
Thomson Financial November 1999 - October 2002
Thomson Financial, Boston, MA November 1999 - October 2002
Fidelity Investments February 1998 - November 1999
State Street Bank June 1993 - February 1998
State Street Bank June 1993 - February 1998
State Street Bank June 1993 - February 1998
State Street Bank June 1993 - February 1998
Skills
Disaster Recovery, Project Management, Solaris, Unix, Vendor Management, Customer Service, Software Documentation, Technical Support, Windows Server, Solution Architecture, Business Development, Troubleshooting, Management, AIX, Project Planning, Windows, IT Service Management, Hardware, VMware, Operating Systems, Active Directory, Leadership, Security, System Administration, Quality Assurance, Architecture, Budgets, Testing, Servers, Databases, Apache, Enterprise Architecture, Networking, Integration, ITIL, Process Improvement, Business Analysis, Team Building, Perl, Requirements Analysis, IT Management, Analysis, Firewalls, IT Strategy, SDLC, Netbackup, SQL, Data Center, Program Management, Visio
Education
Boston University 1994 — 1996
Boston University Cooperate
Silver Lake Regoinal
AT&T May 2013 - Present
AT&T October 2010 - May 2013
AT&T May 2010 - October 2010
AT&T June 2009 - May 2010
AT&T June 2008 - June 2009
State Street Bank November 2007 - May 2008
AMA PC Consultants June 2002 - August 2005
Education
Boston University Questrom School of Business 2005 — 2007
MBA, Entrepreneurship
Boston University 1998 — 2002
B.S., Electrical Engineering
Boston University May 2014 - Present
Boston Univerity August 2011 - April 2014
Boston University May 2008 - August 2011
Boston University June 2005 - April 2008
Boston University October 2004 - June 2005
Boston University September 2000 - September 2004
State Street Bank February 1999 - September 2000
State Street Bank August 1997 - February 1999
Education
Boston University Questrom School of Business 1993 — 1997
BS, Business Administration
Boston University
State Street Corporation October 2002 - Present
Morgan Stanley January 2000 - October 2002
State Street Bank June 1998 - January 2000
Skills
Business Continuity, Global Custody, Disaster Recovery, Vendor Management, Data Center, Securities Lending, Business Analysis, Project Management, Cloud Computing, IT Management, Project Delivery, Virtualization, IT Strategy, VMware, Process Improvement, IT Service Management, Financial Services, SDLC, Risk Management, ITIL, Enterprise Architecture
Education
Boston University 1986 — 1990
CAM Appraisals June 2004 - Present
Investors Bank and Trust 1999 - 2004
State Street Bank 1993 - 1999
Skills
Contract Negotiation, Mutual Funds, Investment Properties, Management, Property, Mortgage Lending, Customer Service, Banking, Refinance, Negotiation, Strategy, Team Building, Cross-functional Team..., Entrepreneurship, Business Strategy, Real Estate Transactions, FHA, Sellers, Income Properties
Education
Boston University 1996 — 1999
Graduate coursework in International Relations and Communications
Florida International University 1990 — 1992
BA, International Relations
Hingham High School
Interra Information Technologies (InterraIT) 2013 - Present
InterraIT July 2010 - 2013
NIIT Technologies Ltd 2006 - September 2009
UshaCommunications April 2003 - 2005
NIIT(USA) December 2000 - 2003
Fidelity Investments 1996 - 2000
State Street Bank 1995 - 1997
Hexaware Technologies 1994 - 1994
Hexaware Technologies 1994 - 1994
Past Assignment 1988 - 1994
Skills
Project Governance, Business Analysis, Software Project..., Vendor Management, Global Delivery, Solution Architecture, Databases, Team Management, Pre-sales, Strategy, Business Development, PMP, Requirements Analysis, Program Management, SDLC, Telecommunications, CRM, Product Management, Supply Chain Management, Project Planning, Business Strategy, Organizational..., Leadership, Management, Enterprise Architecture, Outsourcing, Business Intelligence, IT Strategy, Resource Management, Service Delivery, Business Process, Offshoring, Integration, Project Delivery, Consulting, Project Management, Agile Methodologies, Software Development, IT Project & Program..., Data Analysis
Education
Suffolk University 1998 — 2000
MBA, Finance
Boston University
Master's Degree, Computer and Information Sciences and Support Services, A
Facebook January 2014 - Present
VMware July 2013 - January 2014
VMware May 2010 - July 2013
VMware May 2008 - May 2010
Microsoft May 2006 - May 2008
Softricity December 1999 - May 2006
State Street Bank September 1998 - October 1999
Skills
C, C++, Objective-C, Cocoa, Python, Mac OS X, iOS, Win32, MFC, Win32 API, Object Oriented Design, Multithreading, OS X, Algorithms, Device Drivers, Git, Software Engineering, Software Design, Software Development, Distributed Systems, REST, Perforce, Perl, Agile Methodologies, HTTP, Scalability, Linux, Bash
Education
Boston University 1994 — 1998
BA, Computer Science
EMC Corporation September 1999 - Present
State Street Bank 1994 - 1999
Analysis and Technology Inc. January 1992 - September 1994
Pratt & Whitney June 1990 - June 1991
Skills
Software Development, Perl, Linux, Unix, Agile Methodologies, C++, C, CSS, AJAX, CVS, HTML, XML, Programming, Operating Systems, Cloud Computing, JavaScript, Software Engineering, Distributed Systems, Shell Scripting, Virtualization, Solaris, Artifactory
Education
Boston University 1992 — 1998
MS, Computer Science
University of Massachusetts Dartmouth 1986 — 1990
BS, Computer Engineering
State Street Bank December 2012 - Present
State Street Bank January 2010 - December 2012
State Street Bank July 2008 - January 2010
State Street Bank July 2007 - July 2008
Skills
Mutual Funds, Financial Services, Bloomberg, Fund Accounting, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Equities, Valuation, Financial Reporting, Derivatives
Education
Boston University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Boston University 2003 — 2007
Bachelor of Arts (B.A.), Philosophy
State Street Bank July 2006 - Present
Education
Boston University 2003 — 2006
B.S., Economics, German Language and Literature
PwC October 2013 - Present
PwC November 2012 - October 2013
MFS Investment Management June 2007 - November 2012
Deutsche Bank 2006 - 2007
Bisys 2005 - 2006
State Street Bank 2003 - 2003
Education
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Washingtonville High School
Aptify February 2014 - Present
Spear Point LLC June 2013 - February 2014
MFS Investment Management September 2000 - May 2013
State Street Bank November 1997 - September 2000
Education
Boston University 2000 — 2004
Masters, Computer Science
Bryant University 1992 — 1996
Bachelor's degree, Finance, General
State Street January 2015 - Present
State Street Bank February 2011 - December 2014
State Street Bank August 2004 - February 2011
State Street Bank February 2002 - August 2004
State Street Bank February 2000 - February 2002
DST Systems February 1999 - February 2000
State Street Bank July 1998 - February 1999
State Street Bank June 1997 - July 1998
Bill's Bar 1995 - 1997
Skills
Financial Services, SDLC, Business Analysis, Vendor Management, Software Project..., Business Process..., IT Strategy, Integration, Project Portfolio..., Outsourcing, IT Management, Resource Management, Asset Management, Business Intelligence, Derivatives, Equities, Governance, Management Consulting, PMO, Portfolio Management, Program Management, Project Management, Requirements Gathering, Risk Management, Fixed Income, Securities, Quality Assurance
Education
Boston University 1997 — 2001
Master's degree, Organizational Policy
Boston University 1992 — 1996
Bachelors of Science, Mass Communications and Public Relations
Sapient Global Markets October 2013 - Present
Brown Brothers Harriman January 2011 - September 2013
Venture Financial Systems Group September 2007 - February 2011
Collaborative Consulting April 2006 - August 2007
Brown Brothers Harriman October 2004 - March 2006
Brown Brothers Harriman April 2001 - September 2004
Brown Brothers Harriman August 1998 - April 2001
State Street Bank October 1996 - August 1998
State Street Bank September 1995 - October 1996
International Assignment: State Street Bank January 1996 - April 1996
Skills
Analysis, Business Analysis, Business Requirements, Databases, Derivatives, Equities, Financial Services, Fixed Income, Investments, Leadership, Management, Mutual Funds, Portfolio Management, SDLC, Securities, Software Documentation, User Acceptance Testing
Education
Boston University
BA, Economics
Boston University
Appleton Partners, Inc. January 2010 - Present
State Street Bank July 2007 - December 2009
Investors Bank & Trust December 2005 - June 2007
Skills
Business Process..., Operational Efficiency, Operations Management, IT Operations, Operational Risk..., APX, Moxy, Axys, VBA, Access Database, Business Continuity..., Disaster Recovery, Account Reconciliation, Settlement, Back Office, Middle Office, Project Coordination, Data Analysis, Microsoft Excel, Bank Reconciliation, Project Management, Process Improvement, Process Automation
Education
Boston University 2001 — 2005
BA, American Politics / Pre-Law
Wellesley High 1997 — 2001
Wellesley High
Wingate Healthcare August 2012 - December 2012
Home Health Mates February 2012 - September 2012
Massachusetts General Hospital November 2008 - August 2010
State Street Bank September 2005 - October 2008
Stars on Hingham Harbor July 2004 - July 2005
Le Bureau International Catholique de l'Enfant October 2003 - December 2003
Skills
Microsoft Office, Nursing, Home Health Agencies, Healthcare Information..., Healthcare, Hospitals, BLS, Cpr Certified, Patient Safety, Clinical Research, HIPAA, Medical Terminology, IV
Education
Regis College 2010 — 2012
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse, 3.8
Boston University 2000 — 2004
Bachelor of Arts (B.A.)
Fidelity Investments 2008 - Present
Fidelity 2000 - 2008
State Street Bank 1987 - 2000
State Street 1987 - 2000
Skills
Marketing Communications, Marketing, Series 63, Financial Services, Mutual Funds, Direct Marketing, Marketing Strategy, Analytics, Integrated Marketing, Email Marketing, Social Media Marketing, Relationship Management
Education
Boston University 1985 — 1987
Master of Science (MS), Public Relations/Image Management
The George Washington University 1981 — 1985
Bachelor of Arts (BA), Communication, General
US Bank 2003 - Present
State Street Bank 2000 - 2003
Skills
CDO, Bonds, CLO, Structured Products, Corporate Trust, Process Improvement, Loans, Securitization, Fixed Income, Investments, ABS, Capital Markets, Structured Finance, Derivatives, Leveraged Finance, MBS, Credit Derivatives, Credit Analysis, Alternative Investments, Bloomberg, Hedge Funds, Portfolio Management, Awesomeness
Education
Boston University
This Way Out Group LLC October 2012 - Present
State Street Bank July 2013 - June 2014
PMI Mass Bay Chapter May 2013 - December 2013
Fidelity Investments, Boston, MA March 2010 - September 2012
Fidelity Investments, Boston, MA September 2007 - March 2010
Fidelity Investments, Boston, MA January 2004 - September 2007
Fidelity Investments January 2002 - December 2003
Fidelity Investments March 1998 - December 2001
State Street Bank January 1994 - March 1998
State Street Bank April 1992 - December 1993
Skills
PMO, Agile Methodologies, SDLC, Program Management, PMP, Strategic Planning, Project Planning, Financial Services, Six Sigma, Team Leadership, Resource Management, Budgets, ITIL, Business Analysis, Vendor Management, Quality Assurance, Enterprise Software, International Project..., ITIL Design and Planning, Talent Management &..., Lean Principles, Budget Management, Environmental...
Education
Boston University
Project Management Certificate
Suffolk University - Sawyer School of Management
BS, Business Administration, Major Finance, Minor Management
Boston Public Schools 2014 - 2015
State Street Bank April 2006 - April 2012
State Street Bank July 2000 - April 2006
Fidelity Investments April 2000 - July 2000
Kennex Shipping Ltd, Hong Kong June 1993 - June 1995
Skills
Access, Microsoft Office, Visual Basic, Java, JavaScript, Crystal Reports, SQL, VBA, Visio, VB.NET, FrontPage, Microsoft SQL Server, Business Analysis, Analysis, Databases, Management, SDLC, Data Analysis, Microsoft Excel, Process Improvement, Business Requirements, T-SQL, Project Management, Troubleshooting, Research, Requirements Gathering, Database Administration, Requirements Analysis, Quality Assurance, Oracle, Business Intelligence, Software Documentation, Microsoft Word, HTML, Software Development, Technical Support
Education
New Horizons Computer Learning Centers 2013 — 2014
MCSA SQL Server 2008 (in process), Computer Career Programs
Boston University 2001 — 2002
Client/Server Development Certificate, Computer Career Programs
University of Massachusetts Boston 1995 — 2000
Bachelor's Degree, Finance & Management of Information Systems (MIS)
TD October 2013 - Present
TD November 2012 - October 2013
Commerce Bank & Trust Company May 2011 - October 2012
State Street Bank September 2009 - September 2010
Skills
Customer Service, Financial Modeling, Financial Analysis, Excel, PowerPoint, Credit, Investments, Finance, Analysis, Loans, Banking
Education
Boston University 2005 — 2009
BA, International Relations
Boston University Questrom School of Business 2005 — 2009
BS, Business Administration/ Finance
Sapient Global Markets September 2014 - Present
JPMorgan Chase January 2013 - September 2014
JPMorgan Chase May 2011 - January 2013
AEGON May 2008 - May 2011
Fidelity Investments June 2006 - May 2008
State Street Bank May 2005 - June 2006
Skills
Microsoft Office, Confluence, Bloomberg, Mutual Funds, Financial Reporting, Accounting, Funding, Fund Accounting, US GAAP, Auditing, Derivatives, Account Reconciliation, Equities, Data Analysis, Financial Analysis, Financial Services
Education
Boston University 2013 — 2015
Master’s Degree, Computer Information Systems
Boston University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Science Education Consultants Program Supervisor of ScienceStoneham Public SchoolsSeptember 1963 - June 2002
State Street Bank September 1962 - August 1963
Holliston Public schools, September 1961 - July 1962
Skills
Teaching, Marine Science Journal..., PBS Module Writer, Curriculum Design, Science, Research, Teacher Training, Curriculum Development, Educational Technology, Instructional Design, Grant Writing, Staff Development, Educational Leadership, Fundraising, Science Education
Education
University of Wisconsin-Superior 1972 — 1974
MST, Environmental Biology
Boston University 1962 — 1964
EdM, Science Education
Worcester State University 1957 — 1961
BSEd, Science Education
Coldwell Banker Residential Brokerage May 2007 - Present
Coldwell Banker Residential Brokerage May 2007 - Present
State Street Bank August 1989 - June 1994
Skills
Sellers, New Home Sales, Condos, Buyer Representation, Real Estate, Buyers, REO, Selling, Investment Properties
Education
Simmons College - Simmons School of Management 1988 — 1989
MBA, Business
Boston University 1964 — 1967
BA, Liberal Arts (Biology)
BMC Software September 2014 - Present
State Street Bank December 2008 - June 2014
Firstmarblehead 2005 - 2008
Ernst & Young 2001 - 2002
Skills
SDLC, Software Quality..., User Acceptance Testing, Business Analysis, Quality Center, Requirements Analysis, Requirements Gathering, Business Requirements, Agile Methodologies, Oracle, Regression Testing, Integration, Quality Assurance, Defect Tracking, Waterfall, System Testing, QTP, HP Quality Center, HP QTP
Education
Boston University 2009 — 2012
Master's degree, Computer Information Systems
University of Massachusetts Boston 1985 — 1989
BS, MIS
Liberty Mutual Investments October 2014 - Present
Natixis Global Asset Management December 2012 - October 2014
Fidelity Investments March 2008 - October 2012
Dunkin' Brands 2006 - 2008
Fidelity Investments 2002 - 2006
Fidelity Investments 2001 - 2002
Fidelity Investments 1999 - 2001
Fidelity Investments 1998 - 1999
Brown Brothers Harriman December 1997 - December 1998
State Street Bank July 1991 - December 1997
Skills
Leadership, Product Management, Program Management, Performance Management, Technical Staff..., Team Building, Relationship Management, IT Strategy, Business Communications, Web Project Management, Analytical Skills, Operations Management, Problem Management, Collaboration, Vendor Management, SDLC, Online Collaboration, Technical Liaison, Project Management, Instructional Design, Cross-team Collaboration, Direct Client..., Learning Management, Management
Education
University of Massachusetts Dartmouth
Bachelors of Science (B.S.), (1) Management and (2) Information Systems
Boston University
Certificate, Project Management
Nuance Communications Inc. April 2011 - Present
Nokia November 2009 - April 2011
ALPFA Boston August 2004 - December 2010
State Street Bank August 2004 - February 2009
Sonus Networks 1999 - 2001
Spyglass 1998 - 1999
Fidelity Investments 1996 - 1998
IDX Systems Corporation - HealthCare Industry 1991 - 1996
Skills
Configuration Management, Perl, Java, Windows, Unix, Agile Methodologies, Ubuntu, Mobile Devices, Project Management, Project Planning, Hudson, Release Engineering, ClearCase, Scrum, Continuous Integration, XML, Eclipse, ClearQuest, CVS, Shell Scripting, Problem Solving, Collaboration, Software Engineering, Git, Linux, Test Automation, Ant, Software Development, Object Oriented Design, Maven, Bash, Distributed Systems
Education
Boston University 2003 — 2003
Graduate Certificate, Internet Technologies and Languages
Boston University 1997 — 1999
Masters, Computer Science
Wentworth Institute of Technology 1988 — 1991
Bachelor of Science, Computer Science
Wentworth Institute of Technology 1988 — 1991
Bachelor of Science, Technical Management
State Street Bank October 1997 - Present
Skills
Global Custody, Equities, Back Office, Corporate Actions, Fixed Income, Securities, Financial Services, Derivatives, Settlement, FX Options, Financial Markets, Bloomberg, SWIFT payments, Bonds, Mutual Funds, Cash Management, Fund Accounting, Investor Relations, Structured Finance, Credit Risk, Capital Markets, Investments, Hedge Funds, Investment Banking, Securities Lending, Options, Risk Management, Money Market, Alternative Investments, Collateral Management, Payments, Prime Brokerage, Banking, Funding, Private Banking, Operational Risk, Equity Derivatives, Asset Management, Emerging Markets, Client Services, Portfolio Management, Market Data, Middle Office, Trading Systems, Relationship Management, Financial Risk, Trading
Education
Boston University
The Boston Company Assets Management a BNY Mellon subsidiary January 2005 - 2009
The Boston Company Assets Management a BNY Mellon Subsidiary August 2001 - December 2004
John Hancock Financial Services 1999 - 2001
State Street Bank January 1999 - September 1999
Education
Boston University 1997 — 1999
MS, Financial Economics
Boston University 1997 — 1999
MSAS, Financial economics
Boston University 1997 — 1999
MSAS, Financial Economics
Airbus Group April 2015 - Present
Emagine IT, Inc. March 2014 - April 2015
CARFAX June 2013 - October 2013
MVM, Inc. May 2010 - June 2013
BSI Management Systems Inc October 2008 - May 2010
Data Systems and Solutions October 2005 - November 2006
State Street Bank 1999 - 2003
Skills
Costpoint, Accounting, Auditing, Deltek, ADP Payroll, Payroll, Process Improvement, Microsoft Excel, Budgets, Multi-State Sales Tax, Payroll Taxes, ADP ReportSmith, Microsoft Office, Human Resources, Account Reconciliation, Employee Benefits, Accounts Payable
Education
Northeastern University 1999 — 2001
BS, MIS
Boston University
Brown Brothers Harriman October 2009 - Present
Bank of New York Mellon November 2005 - December 2008
Brown Brothers Harriman August 1998 - November 2005
State Street Bank August 1997 - August 1998
PNC Financial Services Group May 1994 - August 1997
Scudder Investments October 1992 - May 1994
Education
Boston University 2000 — 2003
M.S., Financial Economics
Northeastern University 1987 — 1992
B.S., Finance
Wagner High School, Philippines
State Street March 2011 - Present
ING July 2008 - March 2011
State Street Bank 1988 - 2000
State Street Corporation 1988 - 2000
Skills
Defined Benefit, Defined Contribution, Mutual Funds, Securities, Financial Services, Equities, 401k, Risk Management, Fixed Income, Process Improvement, Business Analysis, Project Management, Customer Service, Account Management, Leadership
Education
Boston University
UMass Boston
Bachelor of Arts (B.A.)
State Street October 2013 - Present
State Street Bank September 2011 - September 2013
Skills
Mutual Funds, Financial Services, Risk Management, Banking, Business Analysis, Microsoft Excel, Fund Accounting, Financial Analysis, Fixed Income, Equities, Bloomberg
Education
Northeastern University 2010 — 2012
Certificate, Accounting
Boston University 2000 — 2004
MS, Financial Institutions
Mineral Fusion Natural Brands February 2014 - Present
Acosta Sales & Marketing June 2013 - February 2014
Acosta Sales & Marketing July 2012 - February 2014
Barneys New York June 2012 - July 2012
Dor L' Dor June 2011 - June 2012
Costa & Riccio, LP December 2009 - May 2010
State Street Bank October 2006 - February 2008
Skills
Sales Presentations, New Business Development, Retail Marketing, Retail Buying, Public Relations, Special Events..., Marketing, Sales, Trade Shows, Training, Fashion, Visual Merchandising, Merchandise Planning, Key Account Development, Brand Management, Retail Category..., Sales Analysis, Sales Promotion, Market Analysis, Brand Development
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), International Relations and Affairs
Fashion Institute of Technology
Retail Math
PAREXEL Collection SpecialistBlauerJuly 2000 - July 2003
State Street Bank October 1999 - July 2000
Delta Dental Plan of Massachusetts December 1996 - October 1999
Education
Boston University 1998 — 2001
Master, Administrative studies
Mount Ida College 1994 — 1998
Bachelor, Business Administration
Boston Financial Data Services September 2011 - Present
Boston Financial Data Services November 2010 - May 2011
PlumChoice June 2010 - September 2010
Hachette Book Group July 2009 - December 2009
State Street Bank October 2007 - March 2009
Harvard University June 2007 - September 2007
Time Warner Book Group October 2005 - March 2007
Aspen Technologies January 2005 - June 2005
CVS Pharmacy September 2004 - December 2004
Fidelity Investments October 2003 - April 2004
Education
Boston University
Master of Science, Computer Engineering
Boston University
Bachelor of Science, Computer Engineering
Synchrony Capital, LLC July 2012 - Present
Fidelity Investments January 2006 - July 2009
State Street Bank January 2005 - January 2006
Skills
Value Investing, Fundamental Analysis, Equity Valuation, Financial Risk, Risk Management, Equities, Asset Management, Investments, Valuation, Financial Modeling, Emerging Markets
Education
Boston University 2009 — 2011
Economics and Mathematical Finance
Suffolk University 2003 — 2007
B.S., Political Theory
Not By Bread Alone June 2001 - Present
YOGA September 1987 - Present
Fabric of Life Foundation 2006 - 2010
Verve Editions 2000 - 2001
Community College of Vermont 2000 - 2001
Kripalu Center for Yoga and Health 1988 - 1995
Hurricane Island Outward Bound School May 1986 - August 1988
Sargent Camp of Boston University September 1986 - May 1988
Proctor Academy 1987 - 1988
State Street Bank 1985 - 1986
Skills
Strategic Planning, Team Building, Non-profit..., Project Management, New Business Development, Community Outreach, Leadership Development, Organizational..., Event Planning, Fundraising, Research, Grant Writing, Editing, Public Relations, Event Management, Coaching, Budget, Public Speaking, Microsoft Office, Teaching, Program Management, Leadership, Marketing, Training, Management, Grants, Staff Development, Volunteer Management, Program Development, Recruiting, Proposal Writing, Human Resources, Workshop Facilitation, Community Development, International..., Policy, Nonprofits, Program Evaluation, Sustainability, Philanthropy, Museums, Board Development, Policy Analysis
Education
Yale University 1977 — 1981
BA, History of Art & American Studies
Boston University 1984 — 1986
Master of Arts (M.A.), American and New England Studies with a concentration in Art History and Architectural History
Leadership Tomorrow 2006 — 2007
Organizational Leadership
Connecticut Culinary Academy 1995 — 1996
Certificate in Culinary Arts, Baking & Pastry
International Culinary Center
Certificate in Artisan Bread, European Bread Techniques
John Hancock Financial Services July 2013 - Present
John Hancock Life Insurance Company (U.S.A.) April 2011 - July 2013
John Hancock Life Insurance Company (U.S.A.) April 2011 - July 2013
5LINX Enterprises Inc. April 2012 - April 2013
State Street Bank 2007 - 2008
Skills
Investments, Call Center, Financial Services, Lotus Notes, Microsoft Excel, Analysis, Customer Service, Retirement Planning, Management, Process Improvement, Wealth Management, Time Management, Call Centers, Data Analysis, Software Documentation
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts (BA), Economics
Boston Latin School 1999 — 2002
High School
State Street Bank July 2014 - Present
PwC July 2012 - June 2014
Angolano & Company July 2011 - July 2012
Consulting Engagement January 2010 - July 2011
JMM & Associate January 2009 - January 2010
Skills
IT Audit, ITGC, Internal Controls, Financial Audits, GAAP, Financial Reporting, Accounting, Corporate Tax, Financial Statements, Income Tax, Partnership Taxation, ACL Analytic, BCP & DR Testing, Risk Management, SDLC, Data Governance, SAN, NAS, CAS, Change Management, SSAE 16, COSO, SOX 404, Microsoft Word, Microsoft Excel, Microsoft Office, Auditing, Tax, Financial Analysis, Internal Audit, Sarbanes-Oxley Act, Financial Accounting, English, Outlook, Research, PowerPoint, Customer Service, Windows
Education
Boston University 2014 — 2014
Investment Analysis & Portfolio Management
Champlain College 2012 — 2013
Computer Information Systems Digital Forensic
Champlain College 2006 — 2008
Bachelor of Science, Accounting
State Street Global Advisors August 2013 - Present
State Street Global Advisors September 2007 - July 2013
State Street Bank November 2003 - August 2007
U.S. Bancorp January 2003 - October 2003
State Street Corporation December 2001 - January 2003
State Street Corporation March 2001 - August 2001
The Gillette Company June 2000 - December 2000
Skills
Portfolio Management, Equities, Accounting, Financial Services, Trading, Business Analysis, Financial Reporting, Securities, Mutual Funds, Financial Analysis, Analysis, Analytics, Investments, Finance, Account Reconciliation
Education
Boston University
Masters Degree, Finance and Economics
Northeastern University
Bachelor of Science Degree, Finance/International Business
Maxima Consulting, Inc. 2012 - Present
MJK 2010 - 2012
State Street Bank February 2010 - March 2010
Skills
PHP, MySQL, Wordpress, Bespoke website design, E-commerce, Apache, Project Management, SEO, Concrete5, Nginx, bootstrap, PostgreSQL, Google Apps, Cloud Computing, OctoberCMS, ERPNext
Education
Boston University
El Casal Barcelona 2010 — 2010
High School Graduate
Liberal Arts, Language
Waldorf High
Numeric Investors July 2014 - Present
Batterymarch Financial Management October 2007 - July 2014
State Street Bank January 2007 - October 2007
State Street Bank September 2005 - December 2006
State Street Bank June 2004 - August 2005
Howard Stein/Hudson Associates 1999 - 2002
Skills
Equities, Finance, Investments, Bloomberg, Securities, Accounting, Mutual Funds, Financial Services, Financial Risk, Settlement, Problem Solving, Training, Communication, Alternative Investments, Hedge Funds
Education
Providence College 2000 — 2004
BS, Management
Boston Latin School 1996 — 2000
General Dynamics C4 Systems 2013 - 2013
General Dynamics C4 Systems 2013 - 2013
State Street Bank 2001 - 2013
Segue Software 1998 - 2001
Skills
SQL, Java, SDLC, Eclipse, PKI, C#
Education
Boston University
Master's degree, Computer Science
Boston University
Bachelor's degree, Computer Science
. October 2011 - Present
Genzyme August 2005 - September 2011
State Street Bank February 2000 - July 2003
Skills
Onboarding, Performance Management, PeopleSoft, Process Improvement, Microsoft Excel, Employee Relations, Vendor Management, Recruiting, Human Resources, Change Management
Education
Simmons College 2003 — 2004
M.A.T., Elementary Education
Boston University 1995 — 1999
B.A., International Relations
Holy Name Central Catholic High School
State Street Bank 2013 - Present
Skills
Microsoft Excel, PowerPoint, Budgets, Knowing Your..., BSA, Data Analysis, QuickBooks, Quality Assurance, Account Management, Account Reconciliation, Customer Service, Standards Compliance, AML, Risk Assessment, Market Research, Business Analysis, Microsoft Word, Outlook, Strategic Planning
Education
Boston University
Accounting and Finance
Financial Transitions Group Chief Operating OfficerFinancial Transitions GroupJanuary 2013 - Present
Dunkin' Donuts Northeast Distribution Center 2004 - 2011
ZOOTS 2001 - 2004
Massachusetts Educational Financing Authority 1999 - 2000
Chiron Diagnostics 1995 - 1998
State Street Bank 1994 - 1995
Bradlees Stores Incorporated 1986 - 1994
Skills
Performance Management, Leadership and Team..., Coaching and Mentoring, Interpersonal skills, Financial Management, Decision Maker, Negotiating for desired..., Written & Oral..., Oral & Written..., Detail oriented problem..., Organization and Time..., Aptitude to quickly..., Project Management, Systems Analysis, Business Analysis, Database Design
Education
Boston University
Project Management Certificate
Bunker Hill Community College
Associates, Computer Science
University of Massachusetts Boston
Bachelor, Management
Santander Bank, N.A. March 2015 - Present
RBS Citizens Financial Group May 2013 - Present
State Street Bank 2010 - May 2013
RBS Citizens Group 2013 - 2013
State Street Bank May 2007 - November 2010
TD Ameritrade February 2004 - November 2006
Skills
Equities, Securities, Banking, Fixed Income, Mutual Funds, Bloomberg, Series 7, Investments, Portfolio Management, Asset Managment, Financial Risk, Derivatives, Risk Management, Financial Analysis, Hedge Funds
Education
Boston University
Bachelor's degree, Political Science and Government
essex ave. assoc March 2011 - Present
State Street Bank January 2000 - March 2009
Logica PLC March 1997 - March 1999
intranet inc. 1993 - 1997
Skills
VPN, Databases, Consulting, Software Development, SDLC, Enterprise Architecture, Security, Requirements Analysis, Software Project..., Business Analysis, Business Intelligence, ITIL, Linux
Education
Boston University
Master's degree, Computer Science
Ernst & Young November 2012 - Present
State Street Bank July 2007 - November 2012
Investors Bank & Trust March 2001 - July 2007
DoubleTree by Hilton December 1997 - March 2001
Skills
Mutual Funds, Fund Accounting, Wealth Management, Financial Services, Fixed Income, Corporate Actions, Securities, Equities, Asset Management, Financial Accounting, Global Custody, Back Office, Middle Office, Financial Analysis, Outsourcing, SEI Trust 3000, Global Plus, Hedge Funds, Finance, Risk Management
Education
Brandeis University International Business School 2007 — 2009
Master's degree, International Finance
Boston University 2003 — 2005
Certificate, Financial Planning
Eastern Michigan University 1994 — 1997
Bachelor of Science (B.S.), Hospitality Administration/Management
State Street Bank April 2009 - January 2013
CCS December 2008 - April 2009
Institute for Business & Home Safety December 2005 - June 2008
Monitor Deloitte October 2000 - October 2005
Skills
Microsoft Office 2010 &..., Geer Expense Reporting..., Iron Mountain Archiving..., Business Continuity..., Microsoft Office, Administrative..., Microsoft Excel, Microsoft Word, Outlook, Lotus Notes, Spreadsheets, Office Management, PowerPoint, Office Administration, Access
Education
Fairleigh Dickinson University
Bachelor of Arts (BA), English Language and Literature, General, Graduated Cum Laude
Boston University
Paralegal Studies Certificate, Paralegal
Berkeley Secretarial School
Secretarial Degree, Administrative Assistant and Secretarial Science, Dean's List
Equus Financial November 2012 - Present
Morgan Stanley Wealth Management June 2011 - August 2012
State Street Bank February 2009 - March 2011
Boston Stock Exchange March 2007 - October 2008
EqualLogic 2004 - 2006
Education
Bryant College 2002 — 2006
Bachelor of Arts (BA), Economics
Boston University
The George Washington University August 2014 - Present
BAU International September 2014 - December 2014
The World Bank June 2012 - October 2013
Summit Consulting, LLC September 2012 - September 2013
State Street Bank January 2007 - January 2009
Skills
Management Consulting, Economics, Financial Modeling, Econometrics, SAS, Financial Analysis, Stata, Quantitative Analytics, Risk Management, Analysis, Data Analysis, VBA, Statistics
Education
The George Washington University 2009 — 2014
Ph.D. Candidate, Economics
Boston University 2005 — 2006
Master of Arts (M.A.), Economics
California State University-Hayward 2000 — 2004
Bachelor of Science (BSc), Computer Science
Credit Suisse November 2013 - Present
State Street Bank June 2011 - August 2012
Barclays Wealth and Investment Management February 2010 - April 2010
Skills
Bloomberg, Reuters, Valuation, VBA, Microsoft Excel, PowerPoint, Microsoft Office, Portfolio Management, Portfolio Optimization, Portfolio Performance..., Financial Analysis, Financial Reporting, Asset Management, Fixed Income Analysis, French, Russian, Fixed Income, Investments, Derivatives
Education
London School of Economics and Political Science 2012 — 2013
Master of Science (MS), Finance, Merit
Boston University - School of Management 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General, GPA 3.76/4.00
Boston University 2007 — 2011
Bachelor of Arts (BA), International Relations and Affairs, GPA 3.76/4.00
BNY Mellon October 2007 - December 2013
Commonwealth of Massachusetts - Department of Industrial Accidents January 2007 - May 2007
State Street Bank July 2005 - August 2006
Fidelity Investments February 2001 - September 2004
Skills
Trust Accounting, Fund Accounting, Fund Administration, Pension Funds, Microsoft Excel, Economics, Outlook, Account Reconciliation, Mutual Funds
Education
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Economics, minor in Business Administration
State Street Bank 2005 - 2014
Boston Union Realty 2003 - 2005
Skills
Accounts Payable, Accounts Receivable, Customer Service, Bookkeeping, Fund Accounting, Real Estate, Quickbooks, Masterfeeder Funds, Fixed Income, Data Analysis
Education
Boston University
Bachelor of Science (B.S.)