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
Asset Strategy Capital Partners August 2014 - Present
Asset Strategy Advisors December 2013 - Present
Bertrade Consulting January 2010 - December 2013
State Street Bank June 1997 - June 1998
Fleet Investment Advisors 1989 - 1997
IBJ Schroder Bank and Trust, NYC June 1984 - January 1989
Skills
Investments, Finance, Training, Retirement, 401k, Asset Management, Wealth Management, Portfolio Management, Strategic Financial..., Retirement Planning, Investment Advisory, High Net Worth..., Risk Management, Strategy, Fixed Income, Management, Financial Services, Mutual Funds
Education
Boston University 2015 — 2016
Certified Finanical Planning Program
Southern Connecticut State University
BS, Economics, Finance
Chemung Canal Trust Company September 2014 - Present
Wilmington Trust August 2013 - June 2014
BNY Mellon Asset Servicing May 1999 - August 2013
ITS Associates February 1997 - August 1998
State Street Bank May 1995 - February 1997
SEI Corp May 1994 - May 1995
Skills
Client Service, Investments, Risk, Endowments, Pensions, Asset Management, Alternative Investments, Asset Allocation, Portfolio Management, Asset Managment, Financial Risk, Defined Benefit, Financial Services, Fixed Income, Equities, Investment Management, Derivatives, Risk Management, Client Services
Education
Boston University - School of Management 1998 — 1999
MBA, Finance
University of Scranton 1989 — 1993
Bachelor of Science, Accounting
Montrose Area High School
Montrose Area High School
Wellington Management Company, LLP September 2013 - September 2014
Harvard Management Company, Inc. August 2005 - June 2013
Harvard Management Company, Inc. March 2000 - August 2005
Thomson Reuters March 1998 - March 2000
State Street Bank July 1996 - March 1998
State Street Bank December 1994 - July 1996
Skills
Financial Markets, Market Data, Fixed Income, Bloomberg, Management, Financial Services, Trading Systems, Business Analysis, Information Technology, Equities, Hedge Funds, Disaster Recovery, Credit Derivatives, Capital Markets, Vendor Management, Analysis, Derivatives, Team Building, Portfolio Management, Reuters, Prime Brokerage, DACS, Pricing, Project Management, Sybase, Electronic Trading, Options, Mutual Funds, Securities, FX Options, Bonds, Settlement, Asset Management, Alternative Investments, Reuters 3000, Open Text Livelink, Research Management, FITS
Education
Brandeis University
BA, American Studies
Wolters Kluwer Financial Services 2006 - Present
Perseus Development Corporation February 2006 - October 2006
State Street Bank 2004 - 2006
Colfax Corporation 2000 - 2004
Skills
Salesforce.com, Sales, Process Improvement, Financial Services, Account Management, Analysis, CRM, Risk Management, Project Management, Strategy, Customer Service, Banking, Vendor Management, Sales Operations, Leadership, Business Development, Management, Cross-functional Team...
Education
Bridgewater State University 1995 — 2000
Bachelor of Arts, Communications
State Street Bank September 2007 - Present
The Sports Authority September 2006 - September 2007
Best Buy August 2003 - July 2006
Walt Disney World January 1999 - May 1999
Skills
Customer Service, Retail, Leadership, Team Building, Sales, Event Planning, Strategic Planning, Microsoft Office, Performance Management, Human Resources, Time Management, Windows 7, Budgets, Technical Support, Team Leadership, CRM, Call Center, Process Scheduler, Social Media, Process Improvement, Troubleshooting, Credit, Securities, Cash Management, PowerPoint, Access, Coaching, Pricing, Business Process..., Data Entry, User Acceptance Testing, Vendor Management, Business Analysis, Critical Thinking, Collaborative Problem..., Analytic Problem Solving, Analytical Skills, Web-based Research, Account Reconciliation, Multi-currency..., Legal Research, Web Applications, Reporting & Analysis, KPI Reports, Annual Reports, Internal Audit, Financial Reporting, Report Writing
Education
Bridgewater State University 2001 — 2006
BA, Cultural Anthropology, Business Management
Cape Cod Community College 1998 — 2001
AS, Hotel and Resturaunt Management
Plymouth North High School 1994 — 1998
CGI January 2014 - Present
Oracle Corporation July 2007 - December 2013
Hyperion Solutions June 2006 - July 2007
Unit 7 January 2006 - March 2006
Atlas Air May 2004 - December 2005
Citigroup July 2003 - May 2004
State Street Bank April 2000 - February 2002
KLM Cargo July 1997 - January 1998
Skills
Requirements Analysis, ERP, Strategy, Databases, Project Management, Business Analysis, Oracle E-Business Suite, SQL, Oracle, Enterprise Software, Process Improvement, Microsoft Excel, Data Analysis, Visual Basic, Financial Reporting, Business Process..., Mergers, Visio, Software Project..., Testing, Database Design, Business Requirements, Requirements Gathering, Software Industry, Essbase, Business Intelligence, Access, Data Warehousing, Consulting
Education
Boston University - School of Management 1993 — 1997
Bachelor of Science (BS), Business Administration, Accounting
Self December 2012 - Present
Delta Dental May 2012 - November 2012
Travelex January 2011 - October 2011
The Princeton Review September 2009 - December 2009
State Street Bank June 2006 - November 2006
Lexecon Consulting June 2004 - August 2004
Skills
Financial Analysis, Investments, Financial Reporting, Banking, Management, Sales
Education
Brandeis International Business School 2007 — 2009
Masters, International Economics and Finance
Erasmus University Rotterdam 2008 — 2008
Masters, Finance/Business
Skidmore College 2002 — 2005
BA, Economics
Emory University 2001 — 2002
Economics
State Street June 2014 - Present
State Street Bank November 2010 - Present
State Street Bank August 2008 - November 2010
Skills
Operations Management, Organizational..., Proven Leadership Skills, Change Management, Client Service, Detail Orientation, Staff Training, Deadline Oriented, Mutual Funds, Fixed Income, Derivatives, FX, Valuation, Equities, Excel, Microsoft Office, Bloomberg, Finance, Financial Services, Bonds, FX Options, Securities, Portfolio Management, Hedge Funds, Fund Accounting, Swaps, Microsoft Excel, Client Services, Leadership
Education
Boston University Questrom School of Business 2006 — 2009
MBA, Finance
University of Connecticut 2000 — 2004
BA, Economics and Communications
Systems Evolution, Inc January 2008 - Present
Veritude March 2007 - December 2007
CitiStreet March 2005 - March 2007
Putnam Investments July 1994 - February 2005
State Street Bank December 1991 - July 1994
Skills
Program Management, Project Management, HR Project Management, Business Analysis, Outsourcing, PMO, Requirements Analysis, Business Requirements, Strategy, Strategic Consulting, Management Consulting, Project Planning, Cross-functional Team...
Education
Brandeis University 1986 — 1990
Bachelor of Arts, Economics
Acadian Asset Management September 2011 - Present
Acadian Asset Management May 2008 - September 2011
State Street Bank September 2006 - May 2008
Skills
Trading, Fund Accounting, Hedge Funds, Mutual Funds, Financial Accounting, Corporate Actions, Fundamental Analysis, Equities, Bonds, Financial Services, Fixed Income, Alternative Investments, Investment Management, Investments, Asset Allocation, Portfolio Management, Derivatives, Electronic Trading, Asset Management, Trading Systems, Securities, Bloomberg, Equity Trading
Education
Boston University - School of Management 2010 — 2011
MS, Investment Management
Northeastern University 2001 — 2006
BA, International Affairs and Political Science
World Travel Holdings April 2015 - Present
TIAA-CREF Retirement Services 2013 - 2014
Liberty Mutual Insurance Company 2012 - 2013
Fidelity Investments 2011 - 2012
Thomson Reuters 2009 - 2010
State Street Bank 2008 - 2008
JPMorgan Chase January 2007 - December 2007
Fidelity Investments & Dentaquest Ventures 2003 - 2006
Boston Financial Data Services 2000 - 2003
Mellon Financial 1998 - 2000
Skills
Change Management, Strategic Planning, Organizational..., Resources Management, Cost Control, Expense Reduction, Lean Six Sigma, Team Leadership &..., Process Redesign, Process Improvement, Policy & Procedure..., Risk Management, Risk Assessment, Organizational..., Business Analysis, Vendor Management, Integration, Quality Assurance, CRM, Cross-functional Team..., Management Consulting, Program Management, Project Management, Leadership, Business Strategy, Business Transformation, Transformational..., Organizational..., Sarbanes-Oxley Act, Corporate Governance, Ethics, Team Building, PMP, Software Project..., Training, Business Process..., Six Sigma, Budgets, Agile Methodologies, Management
Education
University of the Rockies, Doctoral Candidate (2015)
Doctor of Psychology (PsyD), Organizational Leadership
New England College of Business & Finance
Master's Candidate, Master of Science (MS), Business Ethics & Compliance
Brandeis University
Master of Science (MS), Management of Program & Projects
Morgan State University
Bachelor of Science in Business Administration (BSBA), Accounting & Management
SunGard Capital Markets June 2004 - Present
State Street Bank March 2003 - June 2004
Thomson Financial January 1997 - March 2003
Skills
SDLC, Agile Methodologies, Software Project..., Business Analysis, SQL, Requirements Gathering, Quality Assurance, Scrum, HP Quality Center
Education
Brandeis University 2000 — 2003
Master of Science (MS), Computer Software Engineering
Tufts University 1992 — 1996
Bachelor of Science (BS), Civil Engineering
Shenkman Capital Management October 2000 - Present
State Street Bank 1998 - 2000
Skills
Client Service, Fixed Income, Investments, Financial Services, Mutual Funds, Client Services, Insurance, Alternative Investments, Asset Managment, Bloomberg, Asset Management, Portfolio Management, Valuation
Education
Boston University Questrom School of Business 1994 — 1998
BSBA, Finance and Marketing
State Street Alternative Investment Solutions November 2012 - Present
State Street Bank March 2010 - November 2012
State Street Bank December 2007 - March 2010
Investors Bank & Trust June 2002 - August 2004
Skills
AML, Financial Services, Quality Assurance, Mutual Funds, Securities, Fixed Income, Bloomberg, Corporate Actions, Hedge Funds, Microsoft Excel
Education
Boston University School of Law 2004 — 2007
Doctor of Law (J.D.), Business Organizations and Finance Law
Stonehill College 1998 — 2002
Bachelor of Arts (B.A.), Philosophy
Bracebridge Capital, LLC August 2005 - Present
State Street Bank May 2004 - August 2005
Colorado College August 2003 - May 2004
Skills
Bloomberg, Hedge Funds, Fixed Income, Equities, Derivatives, Bonds, Investment Management, Financial Modeling, Portfolio Management, Valuation, Investments, Financial Analysis, Trading, Mutual Funds, Capital Markets, Securities, Swaps, Asset Managment, CFA, Arbitrage, Finance, Bloomberg Terminal, Economics, FX Options, Alternative Investments
Education
Boston University - School of Management 2008 — 2009
Master's of Science in Investment Management, Finance
Colorado College 1999 — 2003
Bachelor of Arts (B.A.), Mathematical Economics
Immigrant Legal Resource Center June 2015 - Present
Boston University School of Law September 2014 - Present
Martha Coakley for Governor January 2014 - August 2014
State Street Bank February 2012 - December 2013
U.S. House of Representatives September 2011 - February 2012
Lucky Strike/Jillian's Boston 2007 - February 2012
Notre Dame Education Center January 2011 - May 2011
ActBlue August 2010 - December 2010
Massachusetts State Senate May 2010 - September 2010
Skills
Political Science, Community Outreach, Grant Writing, Program Management, Research, Policy Analysis, Event Planning, Editing, Social Media, Nonprofits, Non-profits, Public Policy, Statistical Data..., Qualitative Research, Quantitative Research, Salesforce.com, SPSS, Raiser's Edge, Legislative Research, Fundraisers, Politics, Grassroots Campaigning, Legislative Relations
Education
Boston University School of Law 2014 — 2017
Juris Doctor (J.D.)
Emmanuel College May 2011 2007 — 2011
BA, Political Science and Sociology
BNY Mellon January 2015 - Present
State Street October 2011 - January 2015
Kris10Take1 August 2010 - June 2013
State Street Bank November 2006 - June 2012
State Street Bank August 2005 - October 2006
Skills
Marketing Strategy, Social Media, Team Oriented, Business Strategy, Business Development, Client Relationship..., Client Services, Operations, PowerPoint, Team Leadership, Marketing Communications, Writing, Global Operations, Training & Development, Process Consulting, Building Relationships, Teamwork, Cross-functional Team..., FX, Financial Markets, Excel, Strategic Analysis, Blogging, Data Analysis, Collaborative Problem..., Event Planning, FX Options, Financial Services, CRM, WordPress, SharePoint, Content Writing, communications, Political Campaigns, Constant Contact, Analysis, Mutual Funds, Microsoft Excel, Trading, Management
Education
Boston University Questrom School of Business 2007 — 2009
MBA, Marketing, Strategy Analysis
The University of Connecticut School of Business 2001 — 2005
Bachlors, Finance
Morgan Stanley January 2014 - Present
State Street Bank August 2013 - Present
Local Enterprise Assistance Fund February 2012 - August 2012
Deloitte & Touche Tax Technologies June 2010 - September 2010
Bank of China (Hong Kong) June 2009 - September 2009
Toyota Financial Services June 2008 - September 2008
Skills
SQL, Matlab, Microsoft Applications, Equity Research, Financial Analysis, Bloomberg, Valuation, Quantitative Analytics, Portfolio Management, Mandarin
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
Master of Arts (M.A.), International Finance
Bentley University 2012 — 2012
Part-time Student, Accounting, 3.7
Zhejiang University 2007 — 2011
Bachelor of Science (B.S.), Finance and Banking, 3.88/4.0
UCLA 2009 — 2009
Exchange student, Finance, General, 4.0
State Street Bank February 2008 - Present
Skills
Mutual Funds, Microsoft Excel, Financial Services, Bloomberg, Securities, Back Office, Investments, Analysis, Financial Analysis, Outlook, Equities, Fixed Income, Credit, PowerPoint, Financial Reporting, Data Analysis
Education
Bridgewater State University 2006 — 2007
Bachelor's of Art, Graphic Design
State Street Global Exchange September 2015 - Present
State Street November 2013 - Present
Meradia Group October 2011 - November 2013
State Street Bank December 2007 - July 2011
Skills
Data Warehousing, Data Analysis, Portfolio Management, Investments, Valuation, IT Service Management, Bloomberg, Mutual Funds, Financial Markets, Fundamental Analysis, Capital Markets, SQL, IT Strategy, IT Outsourcing, Tableau
Education
Boston University - School of Management 2010 — 2011
MS, Investment Management
Tufts University 2003 — 2007
BA, English
Backupify September 2013 - Present
HubSpot August 2012 - August 2013
HubSpot November 2011 - July 2012
HubSpot July 2010 - November 2011
MIT Sloan School of Management September 2008 - May 2010
Pocobor July 2009 - August 2009
World Wide Web Consortium June 2009 - July 2009
State Street Bank October 2007 - July 2008
Mass Energy September 2007 - December 2007
TA Associates February 2003 - June 2007
Skills
Analytics, Entrepreneurship, Social Media, Marketing, Relationship Management, Consulting, Software, Financial Services, Consumer Products, Inbound Marketing, Start-ups, Salesforce.com, Business Strategy, SEO, Marketing Strategy, Online Advertising, Strategy, Social Media Marketing, SEM
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA
Boston University Questrom School of Business 2000 — 2003
BS, Business Management, Concentration in MIS and Finance
Franklin & Marshall College 1998 — 2000
Boston Private February 2012 - Present
Salem Five Bank 2005 - February 2012
Bank of America 2004 - 2005
Fleet Bank 2000 - 2004
Citizens Bank 1999 - 2000
State Street Bank 1987 - 1999
Skills
Commercial Banking, Underwriting, Portfolio Management, Risk Management, Credit, Business Development, Commercial Lending
Education
Dartmouth College 1976 — 1980
A.B., Economics
Boston University Questrom School of Business 1985 — 1987
MBA, Finance
Bain Capital July 2012 - Present
Bain Capital July 2008 - June 2012
State Street Bank December 2007 - July 2008
State Street Bank August 2007 - December 2007
Investors Bank & Trust June 2006 - August 2007
Investors Bank & Trust May 2005 - May 2006
Investors Bank & Trust February 2005 - May 2005
Investors Bank & Trust June 2004 - February 2005
Investors Bank & Trust August 2003 - June 2004
Education
Boston University Graduate School of Management 2006 — 2010
Master of Business Administration (M.B.A.), Finance concentration
Colby College 1999 — 2003
BA, Major: Economics Minor: Administrative Science
Boston University Questrom School of Business
Withers Bergman LLP September 2010 - Present
PricewaterhouseCoopers January 2007 - August 2010
State Street Bank August 2005 - February 2006
U.S. Department of Justice 2005 - 2005
Skills
Legal Research, Tax Law, Legal Writing, Public Speaking, Corporate Law, Corporate Governance, Trusts, Income Tax, International Tax
Education
Boston University School of Law 2007 — 2009
LL.M., International Taxation
Suffolk University Law School 2003 — 2006
J.D., Concentration, International Law
Villanova University 1996 — 2000
B.A., Sociology
Bristol Central
CVS Health December 2014 - Present
CVS Caremark Corporation February 2013 - November 2014
State Street February 2011 - February 2013
State Street Bank September 2004 - March 2011
State Street Corporation January 1999 - January 2004
Harvard Pilgrim Health Care March 1996 - September 1999
Harvard Pilgrim Health Care January 1996 - January 1999
Skills
Ironport, Operation, Sametime, Blackberry Enterprise..., Lotus Domino, MobileIron, Office Communicator..., Exchange 2003 and 2010, Voltage, SMTP, IM Manager, Symantec Message Labs, Exchange ActiveSync, Microsoft Exchange, Project Management, Lotus Notes, Business Continuity, Disaster Recovery, Management, Blackberry, System Deployment, Incident Management, BMC Remedy, IT Management, Security, Infrastructure, IT Operations, Information Technology, IT Service Management, Enterprise Architecture, Technical Support, Messaging, Solaris, Visio, Business Analysis
Education
Brandeis University 2004 — 2007
Masters, Information Technology Management
Universidade do Vale do Rio dos Sinos 1985 — 1990
Law, Business Law
State Street April 2015 - Present
State Street Bank October 2013 - Present
State Street Bank September 2012 - Present
Skills
Asset Management, Structured Finance, Securitization, Investments, Financial Modeling, Fixed Income, Excel, Credit, Structured Products
Education
Boston University Questrom School of Business 2005 — 2008
MBA, Finance
The London School of Economics and Political Science (LSE) 1999 — 2000
Diploma, Business Studies
Swarthmore College 1994 — 1998
Bachelor of Arts
Weichert, Realtors - Channing Real Estate January 1987 - Present
State Street Bank 1980 - 1985
The University of Massachusetts- Boston 1975 - 1980
Skills
New Home Sales, ABR, Listings, Move Up Buyers, Brokerage, Real Estate Development, Negotiation, Marketing, Sales, Investments, Sales Management, Contract Negotiation, Luxury, Social Media, Real Estate, New Business Development, Corporate Relocation, Finance, Relocation, Investment Properties, Residential Homes, Buyer Representation, Sellers, First Time Home Buyers, Property Management, Real Estate Transactions, Referrals, Condos, Single Family Homes
Education
University of Massachusetts Boston 1970 — 1975
Bachelor of Science (BS), Business Administration and Management, General
Boston University
Business/Managerial Economics
Steward Health Care November 2013 - Present
Liberty Mutual Asset Management Group November 2011 - March 2013
Grantham, Mayo, Van Otterloo & Co. LLC October 2010 - October 2011
New England Biolabs May 2010 - July 2010
SetFocus 2009 - July 2009
Bank of New York Mellon November 1993 - April 2009
Brown Brothers Harriman October 1992 - November 1993
State Street Bank April 1988 - October 1992
GTE Government Systems April 1985 - April 1988
Skills
SSAS, SSIS, SSRS, Cadis, Business Intelligence, Data Warehousing, ETL, Microsoft SQL Server, T-SQL, Databases, Visio, MDX, Dashboard, Systems Analysis, Data Marts, OLAP, Analysis Services, Business Analysis, Business Intelligence..., Data Modeling, SQL, Testing, Requirements Gathering, Database Design, SDLC, Analysis, Data Integration, Relational Databases, DB2
Education
SetFocus LLC. 2009 — 2009
Certificate, Business Intelligence Master’s Program, With Distinction
Boston University Questrom School of Business 1986 — 1991
MBA, Business, Finance
Northeastern University 1982 — 1985
BS in MIS, Management Information Systems
AT&T September 2010 - Present
AT&T June 2008 - September 2010
State Street Bank September 2007 - March 2008
American Express June 2007 - August 2007
EF Education 1998 - 2006
Skills
Mobile, Web Analytics, Strategic Partnerships, Cross-functional Team..., Contract Negotiations, Consultative Selling, New Business Development, Vendor Management, Telecommunications, International Business, E-commerce, Mobile Devices, Contract Negotiation
Education
Boston University - School of Management 2006 — 2008
MS-MBA
University of East Anglia 1998 — 1999
University of Rhode Island 1993 — 1997
BA, English
Federal Reserve Bank of Boston January 2015 - Present
State Street Bank March 2000 - Present
State Street Bank 2000 - 2003
Fleet Boston 1997 - 2000
Fleet Bank 1990 - 1997
Skills
Risk Assessment, Bank Compliance, Internal Controls, OFAC, Money Laundering, Implementation Of..., Training & Development, Due Diligence, Ethics, Risk Management, KYC, Compliance Management, Regulatory Analysis, Regulatory Research, Portfolio Management, Compliance, Bank Secrecy Act, USA PATRIOT Act, Regulations, Securities
Education
Suffolk University 1999 — 2001
MFS, Financial Services and Banking
Boston University Questrom School of Business 1986 — 1989
BSBA, Business Administration and Accounting
Numeric Investors September 2008 - Present
Wellington Management April 2003 - September 2008
State Street Bank August 1999 - April 2003
Skills
Equities, Trading, Portfolio Management
Education
Bridgewater State University 1996 — 2001
Bachelor of Science (BS), Economics, Geography
State Street Bank March 2010 - Present
Investors Bank & Trust 2005 - 2007
Skills
Bloomberg, Fund Accounting, Financial Modeling, Mutual Funds, Excel, PowerPoint, Reconciliation, Equities, Word, Derivatives, Microsoft Office, Accounting
Education
Boston University - School of Management 2011 — 2012
Graduate-MSIM, Invesment Management
University of New Hampshire 2001 — 2005
BS, Management
The Commonwealth of Massachusetts Deparment of Correction May 2012 - Present
Ste. Jeanne D'Arc Haiti Foundation 2006 - Present
Caritas St. Elizabeth's Medical Center September 2009 - May 2011
State Street Bank June 2007 - December 2008
Competitive Edge Services March 2005 - June 2006
Resources Global Professionals October 2005 - March 2006
Skills
Non-profits, Healthcare, Compliance, Chaplaincy, Auditing
Education
Steward Health Care System CPE Program - Saint Elizabeth's Medical Center 2009 — 2011
Successfully completed four units of CPE, Clinical Pastoral Education
Saint John's Seminary School of Theology 2007 — 2011
M.A., Pastoral Ministry
University of Massachusetts Boston 1987 — 1989
MBA, MIS and International Management
Boston University - School of Management 1981 — 1984
Bachelor of Science, Business Administration with concentration in Accounting and Finance
Newbury College 1979 — 1981
Associate Degree, Business Administration with concentration in Accounting
The National Association of Catholic Chaplains
Board Certified Chaplain
Mount Ida College June 2011 - December 2012
Coldwell Banker Residential Brokerage June 2010 - January 2012
Sokolove Law LLC 2008 - 2010
Framingham State College 2006 - 2007
Museum of Fine Arts, Boston 2005 - 2006
Fleet Bank Financial 2000 - 2002
State Street Bank 2000 - 2002
State Street Corporation April 2000 - December 2000
Filene’s 1999 - 2000
Filene’s 1994 - 1996
Education
Boston University 2008 — 2010
Certificate, Graphic and Web Design
Framingham State College 2003 — 2007
BA, Visual Comunications
Mascoma Wealth Management LLC - Mascoma Savings Bank June 2012 - Present
Ledyard Financial Advisors August 2007 - January 2012
TD Bank May 2004 - August 2007
CCBT Financial Companies April 1985 - May 2004
State Street Bank June 1979 - April 1985
Skills
Portfolio Management, Wealth Management, Investments, Equities, Asset Managment, Fixed Income, Asset Allocation, Capital Markets, Alternative Investments, Banking, Investment Strategies, Mutual Funds, Bonds, Series 7, Asset Management, Private Banking, Financial Advisory, Wealth Management..., Financial Services, Trading, FINRA, High Net Worth..., Wealth, Loans, ETFs, Investment Management, Commercial Lending, Series 63, Investment Advisory, Commercial Banking
Education
Bowdoin College 1973 — 1977
BA
Tabor Academy 1969 — 1973
State Street Bank February 2006 - Present
Kelly Financial Services, Inc. June 2004 - November 2006
Investors Bank & Trust December 2005 - February 2006
Skills
Outlook, Administrative..., Spreadsheets, Microsoft Excel, PowerPoint, Office Management, Microsoft Office, Microsoft Word, PeopleSoft, Customer Service, Visio, Data Entry, Financial Services, Event Planning, Expenses, Confidentiality, Human Resources, Hiring, Office Administration, SharePoint
Education
Bridgewater State College
Massasoit Community College
Corporate Accountability International June 2015 - Present
SolarOne Solutions, Inc. March 2015 - May 2015
State Street Bank October 2013 - June 2014
Corporate Accountability International January 2013 - September 2013
Skills
Microsoft Office, Data Analysis, Study Abroad Programs, QuickBooks, Data Entry, Microsoft Excel, Macro, Finance, Time Management, Social Media, Customer Service, Research
Education
Brandeis University 2014 — 2015
Master's degree, Finance, General
Suffolk University 2011 — 2013
Bachelor of Science, Business Administration; Finance
Suffolk University - Sawyer School of Management 2011 — 2013
BSBA, Accounting and Finance
Bain Capital July 2014 - Present
Bain Capital July 2011 - July 2014
Bain Capital October 2010 - July 2011
State Street Bank September 2009 - October 2010
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
University of Connecticut 2005 — 2009
BS, Mathematics
Universidad de Granada 2008 — 2008
Spanish
BNY Mellon March 2014 - Present
State Street Bank June 2010 - March 2014
State Street January 2008 - June 2010
State Street June 2005 - December 2007
Skills
Relationship Management, Series 7, Investments, Sales, Fixed Income, Business Development, Alternative Investments, Financial Services, Transition Management, Bloomberg, Series 63, Mutual Funds, Securities, Equities, Asset Management, Portfolio Management, Hedge Funds, Series 3
Education
Boston University Questrom School of Business
Finance/Economics
State Street Bank June 2009 - Present
State Street Bank Europe Limited January 2008 - June 2009
State Street Global Markets June 2006 - January 2008
Brown Brothers Harriman October 2005 - June 2006
Education
Boston University Questrom School of Business 2003 — 2005
MBA
Curry College
John Hancock Financial Services August 2009 - Present
Beacon Consulting Group July 2007 - August 2009
New England School of Court Reporting 2004 - 2006
Freedom Capital Management July 1987 - April 2002
State Street Bank 1986 - 1987
Skills
Financial Analysis, Risk Management, Process Improvement, Vendor Management, Project Management, Mutual Funds, Financial Reporting, Fund Accounting, Valuation, Financial Services, Securities, Bloomberg
Education
Saint Anselm College 1982 — 1985
Bachelor of Arts (B.A.), Business and Economics
Bridgewater State College 1981 — 1982
Bridgewater-Raynham Regional High School
The Westin Cleveland Downtown August 2014 - Present
Applebee's April 2008 - September 2014
State Street Bank February 2008 - August 2013
Austin's Smokin' Steakhouse August 2000 - February 2008
Skills
Customer Service, Portfolio Management, Accounting, Financial Analysis, Microsoft Office, Mutual Funds, Securities, Solid computer skills, PeopleSoft, Trust Services, 401k, Internal Audit, Financial Audits, Account Reconciliation, Accounts Payable, Microsoft Dynamics GP, Lightspeed, General Ledger, Team Building, Team Leadership
Education
Cleveland State University 2005 — 2007
Master of Business Administration (MBA), Accounting and Finance
Bowling Green State University 1994 — 1998
Bachelor's degree, Education
MIB Group, Inc. March 2013 - Present
SAIC June 2009 - March 2013
State Street Bank July 2001 - February 2009
Scudder Kemper Investments 2000 - 2001
Infinium Software, Inc. July 1994 - July 2000
TechWrite Documentation, Inc. February 1988 - July 1996
Northrop Grumman Precision Products Division 1988 - 1989
Fibronics International, Inc. January 1986 - July 1988
General Electric Company July 1981 - January 1986
Skills
Senior Technical Writer, Network Administration, Aviation Equipment..., Email Administration, Desktop Publishing, XML, Military Standards, Finance Application..., Medical Application..., Applications, Visio, Technical Writing, Software Documentation, Military, Leadership, Management, Manuals, Outlook, Project Management, Quality Assurance, Requirements Analysis, SharePoint, Technical Documentation, Technical Support, Training, Troubleshooting, Windows 7
Education
Northeastern University 1997 — 1999
Certificate Program, Networking
Emerson College 1983 — 1985
M.A., Professional Writing
Bridgewater State College 1976 — 1978
B.A., English
Additional Coursework
JP Morgan Chase February 2012 - Present
Btn Partners January 2004 - December 2007
Deutsche Bank September 1999 - December 2003
State Street Bank June 1991 - August 1999
Education
University of Chicago 1989 — 1991
Master of Business Administration (M.B.A.), Finance, General
Bowdoin College 1983 — 1987
Bachelor of Arts (B.A.), Economics
Boston Public Schools September 2014 - Present
Follett Software April 2012 - September 2014
Follett Software January 2011 - March 2012
X2 Development Corporation October 2008 - December 2010
Arbella Insurance Group February 2008 - September 2008
Harvard Pilgrim Health Care March 2006 - February 2008
Harvard Pilgrim Health Care March 2003 - March 2006
Network Plus May 2001 - May 2002
Nortel Networks August 2000 - February 2001
State Street Bank November 1999 - August 2000
Skills
Software Documentation, Analysis, Quality Assurance, Business Analysis, Call Centers, Customer Service, Training, Troubleshooting, Requirements Analysis, Databases, Customer Satisfaction, Data Analysis, Team Leadership, Process Improvement, Project Management, Integration, Microsoft Office, Cross-functional Team..., SharePoint, Product Management, Account Management, Windows, HTML, Requirements Gathering
Education
Bridgewater State College 1994 — 1997
Montserrat College of Art 1990 — 1991
Illustration
Silicon Valley Bank January 2009 - Present
Silicon Valley Bank January 2006 - December 2008
Silicon Valley Bank January 2004 - December 2005
Silicon Valley Bank 2000 - 2003
State Street Bank 1995 - 2000
State Street Bank 1988 - 1994
Skills
Asset Based Lending, Banking, Commercial Banking, Commercial Lending, Corporate Finance, Loans, Cash Management, Financial Services, Investments, Financial Analysis, Financial Modeling, Management, Working Capital..., Middle Market, Acquisitions, Commercial Finance, Credit Analysis, Finance, Portfolio Management, Capital Markets, Credit, Credit Risk, Financial Advisory, Investment Banking, Private Equity, Sales, Trading, Mergers
Education
Boston University Questrom School of Business 1988 — 1991
MBA
Middlebury College 1983 — 1987
BA, American History and Italian
Belmont HIll School
State Street Global Advisors October 2012 - Present
State Street Global Advisors March 2012 - October 2012
Ropes & Gray LLP July 1997 - January 2012
K&L Gates 1995 - 1997
State Street Bank August 1991 - May 1993
Investors Bank & Trust August 1990 - August 1991
Bank of New England September 1989 - August 1990
Bank of New England May 1988 - September 1989
Education
Boston University School of Law 1992 — 1995
J.D.
Boston University Questrom School of Business 1988 — 1992
MBA, Management
Simmons College 1983 — 1987
1987, B.A. in Economics and Finance
Brown Advisory June 2015 - Present
Highmount Capital, LLC September 2004 - June 2015
Arrowstreet Capital, L.P. October 2001 - August 2004
Capital Counsel, LLC October 1999 - September 2001
State Street Bank January 1998 - October 1999
Skills
Equities, Valuation, Bloomberg, Fixed Income, Financial Modeling, Private Equity, Portfolio Management, Asset Managment, Financial Analysis, Asset Management, Trading, Capital Markets, Investment Strategies, Hedge Funds
Education
Boston University - School of Management 1993 — 1997
Bachelor of Science, School, Management
VTS May 2014 - Present
JLL May 2005 - May 2014
Leasability August 2012 - April 2014
SpaceList Commercial Listings 2012 - 2013
Heading Home, Inc. 2007 - 2013
State Street Bank 2003 - 2005
Skills
Social Media, Marketing, Leases, Digital Marketing, Lease Negotiations, Blogging, CRM, Public Speaking, CRE Tech, Disposition, Negotiation, Office Space Searches, Start-ups, Entrepreneurship, Management, General Office Skills
Education
Bowdoin College 1999 — 2003
A.B., Major in History
State Street Bank October 2013 - Present
Brandeis University October 2011 - October 2013
Cromwell Tools Industrial Group January 2008 - January 2010
Concern Universal September 2005 - August 2007
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Accounting, Managerial Finance, Microsoft Excel, Analysis, Corporate Finance, Budgets, Bloomberg, SQL, Matlab, PeopleSoft, nVision, Tableau, MS Excel Pivot Tables
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
MBA'13, International Finance-Asset & Risk Management Specialization
Leiceter Business Academy 2007 — 2009
ACCA, Professional Stage: Accountancy Qualification
UNIVERSITY OF MALAWI – THE POLYTECHNIC 2000 — 2006
Bachelor of Accountancy, Accountancy
Senior UX Designer June 2015 - Present
TIAA-CREF February 2013 - April 2015
NTT DATA November 2009 - March 2013
The Office of the Chief Technology Officer, Government of the District of Columbia June 2008 - December 2009
Fidelity Investments February 2006 - February 2008
Jack Morton Worldwide 2005 - 2006
State Street Bank May 2000 - January 2005
Skills
Portals, Information Architecture, Data Visualization, Mobile Applications, Graphic Design, Brand Development, User Experience, Interaction Design, User-centered Design, User Interface Design, Usability Testing, Prototype, Creative Direction, Dashboard, E-commerce, Web Design, User Interface, Prototyping, Dashboards, Wire Framing, CMS, Mobile Devices, Web Applications, Art Direction, Visual Design, User Scenarios, Information Design, Usability, Usability Engineering, Heuristic Evaluation, Persona, User Experience Design, Axure, Mobile Design, Accessibility, Experience Design, User Research, Strategy, Agile Methodologies, Consulting, Adobe Creative Suite, CSS, HTML, Wireframes
Education
General Assembly 2015 — 2015
Web Design Circuit
New Horizons Computer Learning Center of Raleigh-Durham-Chapel Hill 1999 — 2001
Novell Certified Internet Business Strategist, Web Design
Massachusetts College of Art and Design 1984 — 1987
Graphic Design
Bridgewater State University 1982 — 1984
Liberal Arts
Vertex November 2011 - Present
City Wine Tours November 2011 - Present
Boston Center for Adult Education November 2006 - Present
Genzyme August 2011 - October 2011
Wyeth October 2003 - December 2009
IBM Software Group/Lotus Development Corporation 1996 - 2002
State Street Bank 1994 - 1996
Arthur D Little 1987 - 1994
Skills
21 CFR Part 11, Change Control, Validation
Education
Society of Wine Educators
Certified Wine Educator (CWE) - 2013
Wine & Spirits Education Trust
Diploma 2010, Certified WSET Educator 2011
Boston University Questrom School of Business 1991 — 1993
MBA MS/MIS, Business and Information Systems
Indiana University Bloomington 1984 — 1986
MS, Analytical Chemistry
University of Maine 1980 — 1984
BS, Chemistry
Dedham HighSchool
KPMG LLP Advisory September 2009 - Present
Fidelity Investments 2005 - 2009
State Street Bank June 2000 - July 2005
Federal Reserve Bank of Boston 1986 - 2000
Skills
Mutual Funds, Financial Services, Fixed Income, Financial Risk, Investments, Risk Management, Valuation, Financial Modeling, Business Analysis, Banking, Enterprise Risk..., Derivatives, Capital Markets, Sarbanes-Oxley Act, Financial Analysis, Operational Risk..., Credit, Internal Audit, Internal Controls, Due Diligence, Credit Risk, Basel II, Investment Banking
Education
Boston University Graduate School of Management 1984 — 1986
State Street Bank March 2008 - Present
Accredited Home Lenders November 2003 - March 2008
Accredited Home Lenders October 2001 - November 2003
Wells Fargo Financial February 1997 - October 2001
Skills
Training, Corporate Training, Management, Coaching, Banking, Sales Process, Leadership, Sales, Project Management, Program Management, New Business Development, Project Planning, Performance Measurement
Education
Brandeis University 1992 — 1996
Bachelor of Arts (BA), Double Major:History & American Studies
J.P. Morgan March 2012 - Present
JPMorgan April 2009 - February 2012
State Street Bank February 2006 - February 2009
Investors Bank & Trust March 2004 - February 2006
Investors Bank & Trust April 2001 - March 2004
Investors Bank & Trust October 2000 - April 2001
John Hancock November 1999 - October 2000
Investors Bank & Trust July 1998 - November 1999
Skills
Securities, Banking, Financial Services, Analysis, Fixed Income, Project Planning, Management, Mutual Funds, Strategy, Accounting, Equities, Training, Investments
Education
Boston University Questrom School of Business 2003 — 2006
Masters of Business Administration, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Bachelor of Science, Business Administration
Boston Properties July 2014 - Present
Boston Properties September 2009 - July 2014
Boston Properties September 2007 - September 2009
New Boston Fund August 2005 - September 2007
State Street Bank January 2002 - August 2005
Skills
Accounting, Financial Analysis, General Ledger, Finance, Accounts Payable, Financial Statements, Financial Accounting, Financial Reporting, Real Estate, Cash Flow, Auditing, Financial Modeling, Microsoft Excel, GAAP, Budgets, Variance Analysis, Bank Reconciliation, Fixed Assets, Journal Entries, Accruals, Leases, Sarbanes-Oxley Act, JD Edwards, Accounts Receivable, Internal Controls, Commercial Real Estate, Due Diligence, Account Reconciliation, Real Estate Development, Revenue Recognition, Fixed Asset Depreciation, Time Management, Asset Dispositions, Aquisition, Performance Reviews, Team Leadership, Management, US GAAP, Asset Management
Education
Suffolk University - Sawyer School of Management 2005 — 2008
Master of Science, Accounting
Bridgewater State College 1994 — 1999
Bachelor of Science (B.S.), Management Science
LyonRoss Capital Management, LLC July 2014 - February 2015
Strategos Capital Management. LLC June 2007 - May 2013
GSC Group March 2005 - February 2007
The TCW Group November 1993 - February 2005
Putnam Investments December 1987 - November 1991
Drexel Burnham Lambert October 1985 - November 1987
State Street Bank December 1983 - September 1985
Skills
Hedge Funds, Capital Markets, Management, Investments, Alternative Investments, Investment Banking, Asset Management, Fixed Income, Structured Finance, Portfolio Management, Private Equity, Securities, Financial Structuring, Structured Products, Risk Management, Funding, Banking
Education
Boston University Questrom School of Business 1981 — 1983
MBA, Finance
Brown University 1976 — 1980
AB, Environmental Studies
Portland High School 1973 — 1976
Altisource Labs October 2013 - Present
Loomis Sayles & Co. August 2006 - October 2013
Loomis Sayles & Co. August 2000 - August 2006
Evergreen Investments August 1998 - August 2000
State Street Bank 1997 - 1998
Fidelity Investments 1994 - 1996
Skills
Integration, Software Development, Strategic Planning, Customer Relations, Business Strategy, Business Analysis, Agile, Virtualization, Team Building, Vendor Management, Cloud Computing, Risk Management, SOA, Enterprise Architecture, Problem Solving, Data Warehousing, ERP, Technology Development, Technology Integration, Technology..., New Technology..., Asset Management, Customer Service, Agile Methodologies, Project Management, Databases, Data Center, Cross-functional Team..., SaaS, Enterprise Software, Management, Strategy, SDLC, Analytics, Consulting, Information Technology
Education
Boston University - School of Management 2005 — 2006
MBA, Business Administration and Management, General
Carnegie Mellon University 1991 — 1995
BS, Electrical and Computer Engineering
Carnegie Mellon University 1991 — 1995
BS, Engineering and Public Policy
The Geelong College 1985 — 1989
JPMorgan Chase October 2013 - Present
Team Rubicon April 2015 - Present
Team Rubicon February 2014 - April 2015
Virtusa May 2013 - October 2013
Virtusa April 2012 - April 2013
Virtusa July 2011 - May 2012
ALaS Consulting July 2008 - July 2011
Morgan Stanley Investment Management July 2007 - July 2008
State Street Bank 2006 - 2007
State Street Corporation 2004 - 2006
Skills
Financial Services, Fixed Income, Financial Risk, Analytics, Accounting, Change Management, Budgets, Business Analysis
Education
Boston University Questrom School of Business 2002 — 2005
MBA, Corporate Finance & Investments
Northeastern University 1995 — 2000
B.S., Physical Therapy
The Boston Company September 2010 - Present
The Boston Company May 2008 - September 2010
Bank of New York Mellon October 2006 - May 2008
m-Qube 2006 - 2006
ICMA-RC 2004 - 2006
Hartford Life 2001 - 2004
Scudder Investments February 1998 - June 2001
State Street Bank April 1996 - June 1997
Blue Cross Blue Shield of Massachusetts February 1995 - April 1996
Skills
Asset Management, Financial Analysis, Equities, Microsoft Excel, Mutual Funds, Bloomberg, Macro Analysis, Investments
Education
University of Massachusetts Boston
Center for Collaborative Leadership, Emerging Leaders Program
Rensselaer Polytechnic Institute at Hartford 2003 — 2004
Masters, Management, Concentration in Financial Management
Boston University Questrom School of Business 1991 — 1995
Bachaelors, Business Administration, Concentration in Finance
Cengage Learning March 2002 - Present
Course Technology/Thomson Learning June 1999 - June 2001
Keane June 1995 - June 1999
State Street Bank February 1992 - March 1995
Skills
JavaScript, Microsoft SQL Server, ASP.NET, C#, ColdFusion, Agile Methodologies, XML, Scrum, Software Development, Subversion, JIRA, HTML, SQL, Java, Software Design, Requirements Gathering, E-Learning
Education
Boston University 1995 — 1995
Certificate, Client / Server Development
Pennsylvania State University 1987 — 1991
Bachelor of Science (B.S.), Finance
Bentley University October 2011 - February 2012
The Fletcher School September 2011 - February 2012
State Street Bank July 2007 - August 2010
Yankee Group November 2006 - June 2007
Coradiant September 2006 - December 2006
Skills
Equities, Data Analysis, Valuation, Management, Financial Modeling, Financial Analysis, Statistics, Bloomberg, Strategy, Visio, Public Speaking, Project Management, SAS, SPSS, Economics, Competitive Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Science (MS), Finance
Brandeis University 2003 — 2007
Bachelor's degree, Economics
Santander Bank, N.A. March 2015 - April 2015
State Street Bank July 2008 - February 2013
Brown Brothers Harriman & Co. January 2003 - June 2008
Brown Brothers Harriman 2001 - 2008
Skills
Banking, Portfolio Management, Risk Management, Credit, Fixed Income, Equities, Capital Markets, Securities, Bloomberg, Mutual Funds, Financial Risk, Financial Markets, Financial Services, Credit Risk, Relationship Management, Operational Risk, Back Office, Finance, Settlement, AML, Global Custody, Hedge Funds, FX Options
Education
Boston University - School of Management 2003 — 2006
MBA, International Business
Northeastern University 1995 — 1999
Bachelor of Science (BS) in Finance, Accounting and Finance
JPMorgan Chase February 2014 - Present
JP Morgan September 2008 - January 2014
State Street Bank 2007 - 2009
State Street Bank 2006 - 2007
Investors Bank & Trust 2004 - 2006
Skills
Equities, Fixed Income, Mutual Funds, Bloomberg, Securities, Derivatives, Financial Services, Investments, Fund Accounting, Alternative Investments, Corporate Actions, Accounting
Education
Brandeis International Business School 2004 — 2008
Master of Science (M.S.), Finance
Tufts University 1998 — 2002
Bachelor of Arts (B.A.), Psychology & English
Oliver Wyman 2011 - Present
Ciano Restaurant October 2012 - March 2013
Cook For Your LIFE! January 2011 - June 2012
Natural Gourmet Institute January 2010 - October 2011
State Street Bank July 2007 - 2011
Investors Bank & Trust Company November 1999 - July 2007
Skills
Testing, Fixed Income, Fund Accounting, Equities, Mutual Funds, Securities, Financial Services, Asset Managment, Securities Lending, Middle Office, Corporate Actions, Test Planning, Hedge Funds, Investments, Derivatives
Education
Natural Gourmet Institute for Health and Culinary Arts 2011 — 2012
Brandeis University 1995 — 1999
BNY Mellon April 2013 - May 2014
JPMorgan Chase February 2013 - April 2013
State Street Bank September 2009 - December 2012
KPMG May 2008 - October 2009
State Street Corporation 2004 - May 2008
Investors August 2003 - October 2004
Education
Bridgewater State University 2005 — 2006
Masters
Johnson & Wales University 2001 — 2003
Primaire
State Street Bank March 2013 - Present
State Street Bank July 2007 - March 2013
Investors Bank & Trust 2000 - 2007
Fidelity Investments 1998 - 2000
Skills
Mutual Funds, Securities, Fixed Income, Series 63, Asset Managment, Series 7, Alternative Investments, Investments, Hedge Funds, Financial Services, Bloomberg, Investment Management
Education
Simmons College - Simmons School of Management 2004 — 2007
MBA
Boston University
BA, Political Science
State Street Bank July 2008 - Present
Fidelity Investments June 2000 - July 2008
Fidelity Investments October 1994 - June 2000
Skills
Finance, Financial Analysis, Fund Administration, Mutual Funds
Education
Boston University Questrom School of Business 1996 — 2000
MBA, General Management
Saint Michael's College 1987 — 1991
Eagle Investment Systems October 2010 - Present
COR-Financial Solutions January 2007 - October 2010
COR Financial Solutions August 2005 - January 2007
State Street Bank August 2003 - August 2005
State Street Bank May 2002 - August 2003
State Street Bank June 2000 - May 2002
State Street Bank February 1999 - June 2000
Skills
Fixed Income, Financial Services, Equities, Bloomberg, Corporate Actions, Fund Accounting, Sales Process, Mutual Funds, Portfolio Management, Banking, Asset Managment
Education
Bridgewater State University 1994 — 1998
Wells Fargo Capital Finance - Trade Capital December 2013 - Present
Wells Fargo International - Global Banking February 2013 - December 2013
Wells Fargo Capital Finance - Retail Finance Division April 2012 - January 2013
Wells Fargo Capital Finance - Retail Finance Division December 2007 - June 2012
State Street Bank August 2006 - December 2007
Nova September 2005 - June 2006
Skills
Finance, Management, Portfolio Management, Mergers & Acquisitions, Credit Risk, Credit, Financial Risk, Accounting, Restructuring, Financial Modeling, Financial Analysis, Banking, Capital Markets, Valuation, Credit Analysis
Education
Boston University 2001 — 2005
BA, International Relations, East Asian Economics
Cape Gun Works February 2013 - Present
Epicor Software Corp December 2003 - Present
The Entrepreneur Authority of Massachusetts April 2009 - December 2014
Lucent Technologies 1999 - 2003
State Street Bank 1995 - 1999
Skills
Start-ups, Business Development, Entrepreneurship, Management Consulting, Business Planning, Business Strategy, Strategic Partnerships, Leadership, Mergers & Acquisitions, Executive Management, Team Building, New Business Development, Strategic Planning, Contract Negotiation, Product Development, Team Leadership, Marketing, Sales, Product Management, Management, Entrepreneur, Project Planning, Fundraising, Coaching, Marketing Strategy, Enterprise Software, Negotiation, Project Management, Program Management, Product Marketing, Telecommunications, Firearms
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA, Entrepreneurial Studies, Information Systems
Bridgewater State University 1991 — 1995
BS, Business, Finance, Marketing, Computer Science
Birch Hill Investment Advisors LLC November 2012 - Present
State Street Bank October 2007 - November 2012
Wellington Management Company August 2007 - October 2007
World Teach (Harvard University School of International Development) August 2006 - August 2007
Education
Boston University - School of Management
MBA Candidate
Kenyon College 2000 — 2004
Bachelor of Arts (B.A.), History & Philosophy
State Street Bank December 2005 - Present
State Street Bank November 2001 - December 2005
Skills
Derivatives, Bloomberg, Mutual Funds, Equities, Fixed Income, Fund Accounting, Investments, Securities, Financial Services, Asset Management, Portfolio Management
Education
Brandeis University 1992 — 1996
BA, Economics
Liberty Mutual Insurance July 2014 - Present
JPMorgan Chase January 2013 - July 2014
JPMorgan Chase January 2010 - December 2012
J.P. Morgan February 2009 - December 2010
J.P. Morgan April 2007 - February 2009
J.P. Morgan January 2006 - April 2007
State Street Bank May 2004 - December 2005
Skills
Fund Accounting, Mutual Funds, Equities, Derivatives, Internal Controls, Auditing, Corporate Actions, Microsoft Excel, Swaps, Fund Of Funds, Hedge Funds, Bloomberg, Process Improvement, Fixed Income, Alternative Investments, Securities, Hedge Accounting, Bonds, Valuation, Project Management, Account Reconciliation, Accounting, Financial Services, Global Custody, Team Leadership, Team Management, Bloomberg Terminal, Management, Leadership, Operations Management
Education
Boston University - School of Management 2000 — 2004
Bachelor of Science, Business Administration; Finance
Newark Academy 1996 — 2000
SS&C Technologies November 2014 - Present
SS&C Technologies - PORTIA May 2014 - November 2014
Citisoft March 2006 - April 2014
Thomson Financial 2003 - 2006
Thomson Financial 2000 - 2003
State Street Bank 1999 - 2000
State Street Bank September 1998 - 1999
Skills
Portia, Securities Lending, Equities, Business Analysis, Asset Management, Mutual Funds, Fixed Income, Portfolio Management, Derivatives, Financial Services, Trading Systems, Back Office, Hedge Funds, Securities, Investments, Risk Management, SDLC, Bloomberg, Consulting
Education
Brandeis University 1994 — 1998
American Studies and Sociology
Wachusett Regional High School 1990 — 1994
State Street Bank June 2010 - Present
State Street Bank May 2000 - June 2010
Skills
Securitization, ABS, Fixed Income, Structured Finance, CDO, Regulatory Capital, Structured Products, Bonds, MBS, Capital Markets, Financial Modeling, Intex, Securities Portfolio, Financial Risk, Risk Management, Investments
Education
Harvard University 1992 — 1996
Bachelor of Arts (BA), Economics
Boston University - School of Management 2008 — 2009
Master of Business Administration (M.B.A.)
Eagle Investment Systems April 2011 - Present
JPMorgan Chase and Co. May 2009 - April 2011
JPMorgan Chase and Co. January 2008 - May 2009
State Street Bank and Trust Corporation April 2006 - December 2007
State Street Bank September 2003 - December 2007
State Street Bank & Trust Co. December 2004 - April 2006
State Street Bank & Trust Co. September 2003 - December 2004
Education
Suffolk University - Sawyer Business School 2005 — 2007
MBA, Accounting
Boston University Questrom School of Business 1999 — 2003
Bachelor of Science, Business Management; Finance
John Cooper School
Boston Medical Center January 2011 - Present
State Street Corporation January 2009 - January 2011
State Street Bank August 2007 - December 2008
Investors Bank & Trust (Now State Street) July 2005 - August 2007
Investors Bank & Trust January 2004 - June 2005
Investors Bank & Trust January 2004 - July 2004
The Patriot Ledger April 2000 - December 2003
Skills
Financial Modeling, Financial Reporting, Fund Accounting, Financial Analysis, Account Reconciliation, Auditing, Analysis, Portfolio Management, Asset Management, Accounting, Investments, Fixed Income, Finance, General Ledger
Education
Brandeis International Business School 2006 — 2008
Finance, Master of Science in Finance
Merrimack CollegeNorth 1999 — 2003
Bachelor of Arts, English
Xaverian Brothers High School 1995 — 1999
State Street Global Markets April 2013 - Present
Suffolk University 2009 - Present
State Street Global Advisors May 2011 - May 2013
State Street Global Advisors June 2007 - August 2011
Brown Brothers Harriman 2004 - 2007
State Street Bank March 1997 - August 2003
Skills
Process Improvement, Project Management, Product Management, Business Process..., FX Options, Financial Services, Strategic Planning, Change Management, Investments, Vendor Management, Start-ups, Management Consulting, Business Development, Risk Management, Management, Integration, Analysis, Business Analysis, Strategy, Program Management, Governance, Leadership, Trading, Auditing
Education
Boston University - School of Management
BSBA, operations management
Suffolk University - Sawyer Business School
MBA
State Street Bank Vice presidentState Street Corporation2005 - Present
Boston Financial Data Services 1989 - 2005
Skills
Equities, Asset Management, Financial Analysis, Financial Modeling, Product Control, Fixed Income, Risk Management, Mutual Funds, Securities, Financial Services, Derivatives, Hedge Funds, Fund Accounting, Alternative Investments, Bloomberg, Finance
Education
Boston University Questrom School of Business 1991 — 1996
Financial Industry Regulatory Authority March 2012 - Present
Misick & Stanbrook and Caribbean Management Services 2009 - 2012
UBS Wealth Management 2008 - 2009
State Street Bank 2006 - 2008
TD Waterhouse Group, Inc. 2002 - 2006
UBS Wealth Management 2000 - 2002
Education
Boston University
Economics
The Advisory Board Company March 2013 - Present
RR Donnelley February 2010 - March 2013
Boston University School of Management May 2007 - May 2009
State Street Bank January 2006 - May 2008
Skills
Financial Analysis, Financial Modeling
Education
Boston University Questrom School of Business 2007 — 2009
MBA
Dartmouth College 2001 — 2005
Rhode Island Department of the Attorney General 2009 - Present
RI Public Defender's Office June 2007 - August 2007
RI Dept of Business Regulation May 2006 - August 2006
State Street Bank August 2004 - August 2005
Putnam Investments January 2004 - August 2004
Education
Boston University School of Law 2005 — 2008
Brown University 2000 — 2003
BA Business Economics
University College Dublin 2002 — 2002
University of Massachusetts, Amherst 1999 — 2000
Saint R 1995 — 1999
Boston Financial Investment Management November 2012 - Present
State Street Bank July 2007 - November 2012
Investors Bank and Trust Corp. July 2006 - July 2007
Teradyne September 2005 - July 2006
Fidelity Investments May 2005 - September 2005
Skills
Business Analysis, Management, Quality Assurance, Business Process, Process Improvement, Analysis, SDLC, Software Development, Requirements Gathering, Project Management, SharePoint, Visio, Software Documentation, Oracle, Disaster Recovery, Six Sigma, Project Planning, Troubleshooting, Leadership, Agile Methodologies, Unix
Education
Brandeis University 2009 — 2013
MS, IT Management, 4.0 GPA
Brandeis University 2009 — 2012
Masters Certificate, IT Management, 4.0 GPA.0
University of Massachusetts Boston 2003 — 2005
Bachelor of Science in Management, Operations Management and Information Systems
Brown Brothers Harriman August 2010 - Present
State Street Corporation May 2008 - July 2010
State Street Bank November 2006 - May 2008
EF Education August 2006 - October 2006
Boston University School of Management Graduate Admissions Office February 2003 - June 2006
Troy Corporation January 2001 - January 2005
Skills
Analysis, Auditing, Fixed Income, Business Process..., Accounts Payable, Accounting, Fund Accounting, Financial Reporting, Project Planning, Management, Account Reconciliation, Leadership, Internal Audit, Financial Modeling, Finance, Mutual Funds, Microsoft Excel
Education
Boston University Questrom School of Business 2002 — 2006
BSBA, Management
State Street March 2011 - Present
State Street March 2005 - March 2011
State Street Bank March 1996 - March 2005
Skills
Securities, Fixed Income, Financial Services, Equities, Hedge Funds, Trading, Bloomberg, Capital Markets, Asset Management, Derivatives
Education
Boston University - School of Management 2006 — 2008
MSIM, Investment Management
Boston University - School of Management 2000 — 2004
Master of Business Administration (MBA)
Lehigh University 1990 — 1994
Bachelor of Arts (BA)
State Street Bank AVPState Street Corporation1998 - Present
Education
Bridgewater State University 1985 — 1987
State Street Bank August 1993 - Present
State Street Corp 1993 - Present
Skills
Integration, Vendor Management, Security, Disaster Recovery, Data Center, Software Documentation, Visio, Cisco Technologies, Active Directory, Information Security, Process Improvement, Virtualization, Troubleshooting, Project Management, IT Strategy, Network Security
Education
Bridgewater State University
Sanofi April 2013 - Present
Genzyme September 2010 - March 2013
Genzyme June 2009 - August 2010
State Street Corporation 2005 - January 2009
State Street Bank 2000 - 2005
Skills
Accounting, Integration, Outsourcing, SDLC, Change Management
Education
Boston University Questrom School of Business 2007 — 2008
MBA
Suffolk University - Sawyer Business School 1986 — 1989
BSBA, Accounting
State Street Bank September 1991 - Present
Skills
Global Custody, Fund Administration, Mutual Funds, Fund Accounting, Securities, Financial Services, Equities
Education
Bowdoin College
BA, Economics, Government & Legal Studies
State Street Bank July 2013 - Present
Skills
Financial Analysis, Accounting, Bloomberg, Equities, Investments, Fund Accounting, Microsoft Excel
Education
Brandeis International Business School 2007 — 2009
MSF, Finance
Isenberg School of Management, UMass Amherst 2003 — 2005
BBA, Finance
Black Diamond June 2015 - Present
State Street Bank August 2007 - June 2015
JPMorgan Chase April 2007 - August 2007
Skills
Excel modeling, Fixed Income, Bloomberg, Credit Derivatives, Bonds, Investments, Equities, Bloomberg Terminal, Finance, Financial Analysis, Financial Services, Financial Modeling, Derivatives, Securities, Banking
Education
Bridgewater State College
Bachelor of Science, Finance, Economics, Management, cum laude
Fidelity Management & Research Co. March 2011 - Present
Alivia Capital LLC December 2009 - April 2011
Centerline Partners May 2009 - December 2009
State Street Bank October 1992 - December 2008
Bank of Ireland First Holdings July 1986 - September 1992
Amoskeag Bank 1986 - 1992
Skills
Cash Management, Banking, Financial Services, Securities, Funding, Treasury, Hedging, Money Market, Settlement, Derivatives, Trade Finance, Portfolio Management
Education
Boston University Questrom School of Business 1989 — 1993
MBA, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1982 — 1986
BS, Business Administration
Staples September 2012 - Present
Eliza Corporation June 2010 - July 2012
State Street Bank July 2009 - March 2010
Brigham and Women's Hospital June 2005 - November 2009
PROJECT MUSO LADAMUNEN, Yirimadjo, Mali June 2008 - March 2009
Skills
Business Intelligence, Analytics, Access, Analysis, Program Management, Databases, SQL, Business Strategy, Leadership, Omniture, Tableau, Product Recommendations, Business Process, Quality Assurance, Data Analysis
Education
Brandeis International Business School 2008 — 2009
Master of Arts, Internation Economics and Finance
Brandeis University 2004 — 2008
Bachelor of Arts (B.A.), International Economics
Federal Street Advisors June 2012 - Present
Federal Street Advisors July 2010 - June 2012
State Street Bank July 2008 - July 2010
Moors & Cabot May 2006 - August 2007
Education
Bowdoin College 2004 — 2008
Bachelor of Arts, Economics, Psychology
University of St. Andrews 2007 — 2007
Study Abroad, Psychology, History
BOA May 2006 - Present
State Street Bank January 1995 - May 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Essbase, Forecasting, Accounting, Variance Analysis, Process Improvement, Internal Controls, Business Analysis, Budgets, Analytics, Microsoft Excel, Management, Strategic Planning, Project Management
Education
Boston University - School of Management 1996 — 1998
Master of Business Administration (M.B.A.), Finance, General
Boston University 1990 — 1994
Bachelor's degree, Business Administration and Management, General
State Street March 2014 - Present
Army National Guard March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) January 2012 - March 2013
State Street Bank April 2007 - December 2010
Fidelity National Information Services May 2004 - December 2006
New York Life Insurance Company 2003 - 2004
Skills
Mutual Funds, Financial Modeling, Financial Analysis, Financial Services, Investments, Analysis, Fixed Income, Finance, Securities, Equities, Business Analysis
Education
Boston University - School of Management
Master of Business Administration (MBA)
Suffolk University
Sawyer School of Business, Graduate Coursework
University of Massachusetts Dartmouth
BA, History
Grantham, Mayo, Van Otterloo & Co. LLC November 1988 - Present
State Street Bank 1985 - 1988
Education
Boston University 1980 — 1982
MBA
University of Connecticut 1975 — 1979
BS, Home Economics Education
State Street July 2012 - Present
State Street Bank March 2010 - July 2012
State Street Bank 2007 - March 2010
State Street 1995 - 2007
State Street 1998 - 2002
State Street 1995 - 1997
Skills
SDLC, Bloomberg, Financial Services, Fixed Income, Securities, Global Custody, Process Improvement, Equities, Requirements Gathering, Business Analysis, Relationship Management, Business Requirements, Requirements Analysis, Visio, Corporate Actions
Education
Bridgewater State University 1992 — 1995
Bachelor's, Finance
Wealth Management Systems Inc. 1997 - Present
State Street Bank 1992 - 1997
The Lowell Sun 1986 - 1991
WBUR 1981 - 1986
Education
Boston University - School of Management 1981 — 1984
MBA
Boston University School of Public Communication 1976 — 1978
MS, Journalism
OTR Global September 2012 - Present
Wellington Management April 2001 - September 2012
Wellington Management 1996 - 2001
State Street Bank 1993 - 1996
Education
Bridgewater State College
State Street Bank August 2005 - January 2007
Education
Suffolk University School of Art and Design 1998 — 1998
Director: Interactive Web browser
Boston University 1968 — 1969
Liberal Arts
Fashion Institute of Technology 1967 — 1968
Interior & Fashion Design
TD Banknorth Vice PresidentTD Bank2000 - Present
Boston Federal Savings Bank 2000 - 2004
BankBoston 1980 - 2000
Bank of Boston 1980 - 2000
State Street Bank August 1977 - December 1979
Winters National Bank (Bank One) September 1975 - August 1977
Education
Northeastern University 1978 — 1980
MA, Economics
Boston University Questrom School of Business 1973 — 1975
MBA, Finance
Colby College
The Colbent Corporation 2009 - 2009
State Street Bank June 1999 - October 2002
boston Equiserve 1998 - 1999
Compushare 1992 - 1998
Skills
Referrals, Contract Negotiation, Selling, Risk Management, Management
Education
Boston University Questrom School of Business
BSBA, Business Management
NES Financial September 2014 - Present
The Switch September 2012 - August 2014
Self Employed Tutor September 2009 - May 2014
The Switch March 2012 - September 2012
Next Generation Vending July 2011 - October 2011
SunGard January 2008 - June 2010
Robert Half Management Resources 2006 - 2008
State Street Bank January 2006 - June 2006
Fidelity Investments January 1999 - January 2006
Fidelity Investments January 1998 - January 1999
Skills
Accounting, Consolidated Financial..., Financial Statements, Month End Close, Cash Management, Cash Flow Forecasting, Variance Analysis, General Ledger, Year End Audit, Team Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Fixed Assets, Payroll, Customer Service, Microsoft Excel, Investran, Sage Accounting, Oracle, Oracle Discoverer, Accounting Systems..., Essbase
Education
Walden University 2010 — 2012
M.S.A., Accountancy
Bridgewater State University 1991 — 1995
Bachelor of Science, Business Administration/Finance
Dartmouth College Investment Office April 2015 - Present
HighVista Strategies April 2010 - March 2015
Audax Group November 2007 - April 2010
BNY Mellon September 2006 - October 2007
JPMorgan Chase 2005 - 2006
State Street Bank August 2003 - May 2005
Skills
Alternative Investments, Wealth Management, Fund Of Funds, Performance Reporting, Cash Flow Forecasting, Operational Due...
Education
Brandeis International Business School 2002 — 2004
MA
Guang Zhou No. 2 Middle School 1992 — 1997
Diploma
Loomis, Sayles & Company April 2011 - Present
Loomis, Sayles & Company September 2009 - April 2011
State Street Bank March 2008 - September 2009
Investors Bank & Trust 2005 - 2008
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
Master of Science (MS), Finance
Merrimack College 2001 — 2005
Bachelor of Business Administration (BBA), Finance
ARHS
State Street Bank August 2006 - Present
Brown Brothers Harriman 2005 - 2006
Federal Reserve Bank of Boston 1994 - 2005
United States Air Force 1986 - 1994
Skills
Mutual Funds, Financial Risk, Accounting, Hedge Funds, Finance, Operational Risk..., Banking Regulation, AML, Alternative Investments, Securities, Auditing, Equities, Risk Management, Financial Analysis, Credit, Fixed Income, Banking, Financial Services, Asset Management, Capital Markets, Derivatives, Bloomberg
Education
Boston University Questrom School of Business 1989 — 1992
MBA, Finance
University of Maryland College Park 1982 — 1986
BS, Finance
Hamden High School 1979 — 1982
English
Envestnet, Inc September 2015 - Present
GW&K Investment Management January 2011 - November 2014
GW&K Investment Management September 2008 - January 2011
State Street Bank February 2007 - September 2008
Investors Bank & Trust September 2006 - February 2007
Skills
Investments, Bloomberg, Fixed Income, Equities, Asset Management, Strategy, Portfolio Management, Finance, Asset Allocation, Investment Strategies, Bonds, Securities, Investment Management, Mutual Funds, Wealth Management
Education
Brandeis University, Lemberg - International Business School 2007 — 2010
Master of Science (M.S.), Finance, Business Finance
College of the Holy Cross 2002 — 2006
Bachelor of Arts (B.A.), Political Science
Boston College High School 1998 — 2002
St Catherine's School September 2003 - Present
State Street Bank June 2003 - August 2010
Codex July 1981 - June 1987
Skills
Curriculum Development, Curriculum Design, Educational Technology, Classroom, Teacher Training, Educational Leadership, Literacy, K-12, Staff Development, Teaching, E-Learning, ESL, Secondary Education, Instructional Design, Technology Integration
Education
Bridgewater State College 1990 — 1992
Bachelor of Education (BEd), Elementary Education and Teaching
King Philip High School 1976 — 1980
Financial Services 2011 - Present
State Street Bank 2007 - Present
Education
Brandeis University 1998 — 2006
State Street Bank November 2012 - Present
Raimo & Murphy PC January 2012 - May 2012
Eaton Vance June 2011 - August 2011
Massachusetts Division of Banks January 2011 - April 2011
Nuestra Comunidad Development Corporation May 2010 - September 2010
Zurich Financial Services May 2007 - August 2007
Education
Boston University School of Law 2009 — 2012
J.D.
Boston College 2004 — 2008
BA, Economics
Ocean Township High School 2000 — 2004
MFS Investment Management March 2012 - Present
MFS Investment Management September 2008 - March 2012
Columbia Management February 2006 - August 2008
State Street Bank August 2003 - January 2006
Skills
Bloomberg, Fixed Income, Mutual Funds, Bonds, Derivatives, Securities, Asset Managment, Portfolio Management, Investments, Trading, Asset Management
Education
Boston University - School of Management 2010 — 2013
MBA, Finance
Manhattan College 1999 — 2003
Bachelor of Arts, Political Science
RBS Citizens Financial Group May 2012 - May 2014
National GRID August 2008 - May 2011
State Street Bank June 2007 - July 2008
Robert Half Management Resources 2006 - 2008
PricewaterhouseCoopers Ghana January 2000 - October 2001
Lloyds TSB 1996 - 1997
ABN Amro Bank, UK 1995 - 1995
Skills
Financial Modeling, Financial Analysis, Accounting, Business Planning, Managerial Finance, Budgets, Internal Controls, Strategy, Business Process..., Financial Reporting, Corporate Finance, Valuation, Due Diligence, Auditing, Business Requirements, Data Analysis, Statistical Modeling, Statistical Software, Regulatory Capital..., STATA/SAS software, GAAP and statutory..., Strategic financial...
Education
Brandeis International Business School 2008 — 2010
MSF, Finance
Harvard University Graduate School of Education 2005 — 2006
Certificate, Finance
Clark university 2002 — 2003
Advanced Enterprise Development, Computer Programming, Specific Applications
Presec
Carrington Legal, LLC January 2008 - Present
CompliGlobe Limited April 2013 - July 2014
State Street Bank March 2006 - August 2007
U.S. Securities & Exchange Commission September 1999 - March 2006
Skills
Securities Regulation, Securities, Private Equity, Corporate Law, Hedge Funds, Private Placements, SEC filings, Mutual Funds, Investments, Legal Writing, Corporate Governance, Due Diligence, SEC, Financial Regulation, Legal Compliance, Start-ups, Investment Advisor..., Joint Ventures, Mergers & Acquisitions, Securities Law, Software Licensing, Compliance, ETFs, Asset Management, AML, Investment Advisory, Banking, Non-profits, Investment Company Act, Investment Advisers Act, Financial Services, Venture Capital, Investment Management, FINRA, Legal Advice, Broker-Dealer
Education
Boston University School of Law
LL.M., Graduate Program in Banking and Financial Law
New England School of Law
J.D., Law
The Johns Hopkins University
B.A., international relations
Boston Latin Academy
high school diploma, college prep
Staples May 2000 - Present
Wellington Management December 1996 - August 1998
State Street Bank June 1993 - June 1996
Skills
Requirements Gathering, Business Analysis, Requirements Analysis, Process Improvement, Analysis, Project Facilitation, iRise requirements..., MS Office, Requirements..., MS Project, Project Coordination
Education
Boston University Questrom School of Business 1998 — 2000
MBA, MBA / MIS
University of Pennsylvania 1989 — 1993
BS, International Relations
Whitridge Associates April 2014 - Present
Eagle Investment Systems June 2012 - April 2014
Eagle Investment Systems June 2010 - April 2014
Eagle Investment Systems January 2010 - April 2014
Eagle Investment Systems June 2008 - April 2014
Eagle Investment Systems January 2007 - April 2014
Whitridge Associates 2014 - 2014
Eagle ACCESS ASP June 2007 - June 2008
Eagle Investment Systems June 2005 - June 2007
State Street Bank September 2001 - June 2005
Skills
Business Analysis, Back Office, Requirements Gathering, Requirements Analysis, Software Implementation, Business Intelligence, Financial Services, Fixed Income, Vendor Management, Equities, Process Improvement, Mutual Funds, Microsoft SQL Server, SQL, Software Development, User Acceptance Testing, Corporate Actions, CRM
Education
Bridgewater State College 1992 — 1997
Bachelor's degree, Sociology, Criminology
Princeton Financial Systems May 2014 - Present
Princeton Financial Systems August 2010 - May 2014
Princeton Financial Systems 1998 - August 2010
State Street Bank 1996 - 1998
Skills
Business Analysis, Back Office
Education
Framingham State University 1993 — 2000
MA, Accounting, Business Administration
Bridgewater State University 1988 — 1989
BS, Accounting
Massasoit Community College 1979 — 1983
AS, Accounting
BNY Mellon 2011 - Present
State Street Bank May 2000 - May 2010
Education
Boston University 1990 — 1994
Psychology
State Street Bank December 2011 - Present
Skills
@Risk, Bilingual English-French, Quantitative, Analytics, Bloomberg, Six Sigma
Education
Boston University - School of Management 2007 — 2011
MBA, Finance, Investment Management
Tufts University 1995 — 2000
BA, Quantitative Economics
Standard Life Investments April 2013 - Present
State Street June 2011 - May 2013
State Street Bank October 2006 - June 2011
State Street Bank September 2003 - October 2006
State Street January 2002 - September 2003
State Street Bank October 2000 - January 2002
Skills
Client Relationship..., Operational Controls, Service Operations, Operational Innovation, Risk Management, Cross Selling, Custodial Conversions, Extensive Business...
Education
University of Vermont 1997 — 2000
BA, Philosophy, Political Science
Boston University
St. Bridget Church and School April 2013 - Present
St. Bridget Church and School 2006 - Present
State Street Bank and Trust Quincy 2007 - April 2013
State Street Bank January 2000 - 2007
Skills
Fund Accounting, Customer Service, Microsoft Excel, Outlook, Accounting, Microsoft Word, Microsoft Office, Account Reconciliation, PowerPoint, Global Custody, Social Media, Research, Project Planning, Mutual Funds
Education
Bridgewater State College 1995 — 1999
Bachelor of Science, Accounting and Finance
Santander Bank August 2015 - Present
Citizens Bank May 2014 - August 2015
Citizens Bank April 2013 - May 2014
Homesite Insurance October 2012 - March 2013
State Street Bank 1999 - 2012
Skills
Business Analysis, SDLC, Risk Management, Requirements Gathering, Data Analysis, Financial Services, Business Intelligence, Requirements Analysis, Data Warehousing, Analysis, Project Management, Process Improvement, Fixed Income, Business Requirements, Visio, PMO
Education
Brandeis University
Master's degree, Software engineering
University of Hartford
Bachelor of Arts (BA), Public Relations
State Street Bank August 2012 - Present
State Street Bank December 2004 - August 2012
Thomson Financial February 2000 - December 2004
Skills
Fund Accounting, Securities, Mutual Funds, Equities, Financial Reporting
Education
Boston University - School of Management
Bachelor of Science in Business Administration, Accounting
Boston University Graduate School of Management
Master of Business Administration (M.B.A.)
Chassix, Inc. August 2013 - Present
Arlington Housing Authority 2012 - 2013
Independent Contractor 1997 - 2001
State Street Bank 1995 - 1997
Spero & Jorgenson, P.C. 1993 - 1994
Skills
Contract Negotiation, Higher Education, Homelessness Prevention, Marketing, Training, Contract Management, Negotiation, Project Management, Legal Writing, Litigation, Management, Procurement
Education
Boston University School of Law 1990 — 1993
JD
Rensselaer Polytechnic Institute 1985 — 1989
BS, Management Information Systems
Amity Regional Sr. High School 1982 — 1985
High School
State Street Bank January 2000 - December 2006
State Street Bank December 1995 - December 1999
Fidelity Investments 1995 - December 1996
Skills
Production Support, Financial Services, Disaster Recovery, Mutual Funds, Servers, Data Center
Education
Boston University - School of Management 1990 — 1994
BSBA, business administration
Cambridge Rindge and Latin High
Travelers April 2013 - Present
Randolph Public Schools September 2004 - Present
The Bank of Canton May 2002 - May 2004
State Street Bank May 1999 - September 2000
Education
Bridgewater State College 2008 — 2010
Master of Education (M.Ed.), Elementary Education and Teaching
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Arts (B.A.), Sociology and Education
SCS Financial 2009 - Present
Affiliated Managers Group June 2008 - December 2008
BlackRock 2005 - 2008
State Street Bank 1997 - 2005
Education
Boston University School of Law 1996 — 1997
Master of Laws (LLM), Banking and Financial Law
University of Geneva 1992 — 1996
Bachelor of Laws (LLB), Law
NewStar Financial March 2013 - Present
U.S. Bank May 2011 - March 2013
U.S. Bank January 2011 - May 2011
U.S. Bank July 2009 - January 2011
U.S. Bank January 2009 - July 2009
U.S. Bank April 2008 - January 2009
State Street Bank April 2007 - March 2008
Skills
CDO, Portfolio Management, Mutual Funds, Relationship Management, Banking, Credit, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Credit Risk, Financial Services, Small Business Lending, Cross Selling, Risk Management
Education
Boston University 2002 — 2006
Bachelor of Science (B.S.) in Business Administration, Finance and Marketing