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
Golden Valley Citrus - Affiliate of Sunkist Growers March 2013 - Present
Bolthouse Farms - Division of Campbell Soup Co. December 2011 - March 2013
State Street Bank April 2011 - December 2011
Harvey & Company LLC December 2009 - April 2010
Skills
Financial Modeling
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2008 — 2010
M.B.A.
California State Polytechnic University-Pomona 2005 — 2007
B.S., Business Management
State Street Bank November 2012 - August 2014
State Street Bank June 2007 - November 2012
State Street Bank October 2005 - June 2007
State Stree Bank December 2003 - October 2005
Chico Unified School District November 1998 - November 2003
Skills
Risk Management, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, PowerPoint, Training, Testing
Education
Sacramento City College 2011 — 2013
Associate of Science, Network Administration & Information Systems Security
California State University-Chico 1995 — 2003
Bachelor of Science, Business Administration (Options: Management Information Systems & Accounting)
State Street Bank June 2009 - Present
State Street July 2007 - June 2009
State Street August 2006 - July 2007
Stoughton Extended Day November 2002 - August 2006
Skills
Fund Accounting, Mutual Funds, Bloomberg, Financial Analysis, Finance, Financial Reporting, Accounting, Account Reconciliation, Microsoft Excel, Financial Services, Time Management, Microsoft Office, Process Improvement, Investments, Securities, Analysis, Fixed Income, Internal Controls, Microsoft Word
Education
Bridgewater State University 2002 — 2006
B.S., Accounting and Finance
Central Catholic High School 1998 — 2002
Microwire Products Inc October 2008 - Present
BOC International Inc January 2007 - October 2008
State Street Bank February 2006 - October 2006
Skills
Microsoft Excel, Customer Service, Accounting, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Financial Reporting, Accounts Receivable, Accounts Payable, Financial Analysis, Sales, Spreadsheets, QuickBooks, Account Reconciliation, Marketing, PeopleSoft, Financial Statements, Bank Reconciliation, Social Media Marketing, Invoicing, Data Entry, Auditing, Time Management, Training
Education
University of Massachusetts Dartmouth 2000 — 2002
BA, Psychology / Sociology
Bristol Community College 1999 — 2000
AA, Liberal Arts
Datwyler Orthodontics January 2015 - Present
Jackson Elementary School September 2014 - Present
State Street Bank July 2007 - April 2014
Junior Achievement of Sacramento 2013 - 2014
Investors Bank & Trust December 2001 - July 2007
Barclays Global Investors October 1993 - December 2001
Ernst & Young September 1992 - October 1993
Skills
Financial Services, Business Analysis, Mutual Funds, Risk Management, Financial Analysis, Banking, Process Improvement, Change Management, Business Process..., Investments, Equities, Securities, Finance, Strategic Financial..., Financial Risk, Asset Management, Management Consulting, Business Process, Financial Reporting, Auditing, Financial Accounting, Financial Markets, Cash Management, Internal Controls, Relationship Management, Fixed Income, Analysis, Corporate Actions, PeopleSoft, Fund Accounting, Onboarding, Portfolio Performance..., Valuation, Training, Internal Audit, Microsoft Excel, Accounting, Account Reconciliation, Organization Skills, Volunteering, Financial Planning
Education
Cal Poly San Luis Obispo
Bachelor's degree, Accounting and Business/Management
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.) / Accounting, Business / Accounting
Deutsche Asset Management August 2015 - Present
JPMorgan Chase August 2014 - July 2015
State Street Bank May 2008 - August 2014
Fidelity Investments April 2004 - May 2008
Education
Bridgewater State College 1993 — 1997
Bachelor of Science (BS) Management Science, Marketing
JPMorgan Chase & Co. August 2015 - Present
State Street Bank & Trust Company August 2014 - July 2015
State Street Bank September 2013 - August 2014
State Street January 2013 - October 2013
Bunker Hill Community College December 2012 - September 2013
Skills
English, Research, Windows, Public Speaking, Business Service..., Teamwork, Outlook, Social Media, Data Analysis, Event Planning
Education
Northeastern University 2013 — 2015
Bachelor's Degree in Finance and Accounting Management
Bunker Hill Community College 2012 — 2013
Associate of Arts (A.A.), Business Concentration
State Street Bank February 2012 - July 2012
State Street August 2011 - January 2012
Year Up 2011 - 2012
University of Massachusetts July 2010 - August 2010
Verizon June 2009 - September 2009
Skills
Microsoft Office, Technology Development, Inventory Analysis, Electrical Engineering, Teaching Skills, Customer Service, Technical Assistance, Assistance, Retail, Typing, Research, Processing
Education
Bunker Hill Community College 2013 — 2017
Associate's degree, Business, Management, Marketing, and Related Support Services
TechBoston Academy 2006 — 2010
High School Diploma, Technology
UMass Boston 2010 — 2011
Cambridge College 2011 — 2012
Bachelor of Science, Management
Year 2011 — 2012
Certificaton, Finance Operation
Wells Fargo July 2015 - Present
H D Vest June 2012 - July 2015
Oppenheimer & Co. October 2007 - June 2012
State Street Bank September 2006 - September 2007
Skills
Certified Financial..., Investments, Series 7, 401k, Retirement Planning, Mutual Funds, Series 63, Fixed Annuities, Asset Allocation, Series 65, Bonds, Financial Planning, Wealth Management, Term Life Insurance, Licensed Life Insurance..., Annuity Sales, series 31, Income Investing, Options, 401k Rollovers, Alternative Investments, Equities, Whole Life insurance, Personal Financial..., Financial Advisory, Portfolio Management, Retirement, IRAs, Customer Service, ETFs, Financial Services, Securities, Asset Management, Investment Advisory, Financial Risk, Investment Strategies, Risk Management, FINRA
Education
UMass Boston
Bachelor's degree, Economics
UNLV
finance / economics
savio 1991 — 1995
Bryant University 2014 — 2014
Certified Financial Planner, Financial Planning and Services
State Street Bank August 2011 - Present
Brown Brothers Harriman September 1995 - August 2011
Investors Bank & Trust January 1994 - January 1995
Skills
Fund Administration, Mutual Funds, Fund Accounting, Bloomberg, Equities, Financial Reporting, Financial Services, Fixed Income, Hedge Funds, Securities, Alternative Investments, Derivatives, Asset Management, Global Custody, Corporate Actions, Investments
Education
Suffolk University 1998 — 2000
Masters Degree in Finance, Finance
Bryant University
Bachelor Business Administration, Finance
State Street Bank 1993 - 2014
State Street 1990 - 1993
Skills
Account Reconciliation, Financial Variance..., Posting Journal Entries, Client Relationship..., Cash Reconciliation, Management Reporting, Income Accrual, Mutual Fund Accounting, Mentoring and Coaching
Education
Bryant University
Bachelor Of Science in Business Adminstration, Accounting and Finance
CAN Capital August 2011 - July 2015
NewLogic Business Loans April 2010 - September 2011
Predictifund September 2008 - April 2010
State Street Bank June 2007 - September 2008
Skills
Business Development, Customer Service, Equities, Due Diligence, Financial Services, Funding, Leadership, Loans, Management, Mutual Funds, Operations Management, Team Building, Sales, Portfolio Management, Underwriting
Education
Bridgewater State University 2002 — 2007
Accounting & Finance, Concentration Finance
Kforce December 2012 - Present
Kforce Inc. March 2012 - December 2012
State Street Bank February 2008 - March 2012
Skills
Bloomberg Terminal, PowerPoint, Excel, Word, Outlook, Access, Microsoft Office, Customer Service, Accounting, Financial Reporting, Financial Analysis, Committed to..., Time Management, Microsoft Excel, Payroll, Recruiting, Microsoft Word, Career Counseling, Personnel Management, Management, Interviews, Temporary Placement
Education
Bryant University 2003 — 2007
B.S. Business Administration, Business Management
John Hancock Investments June 2015 - Present
John Hancock Investments June 2015 - Present
State Street Bank January 2013 - Present
State Street Bank June 2008 - January 2013
Merrill Lynch May 2007 - September 2007
Skills
Equities, Corporate Actions, Bloomberg, Fixed Income, Bonds, Client Service, XSP, Custodians, Tender Offers, Rights Issues, Dividends, Microsoft Excel, Investments, PowerPoint, Finance, Research
Education
Bryant University 2004 — 2008
Bachelor of Science, Business Administration; Finance
Embrace Home Loans September 2009 - Present
The Flatley Company June 2001 - February 2010
State Street Bank August 1993 - June 2001
Skills
FHA, Refinance, Mortgage Lending, Loans, Loan Origination, Credit, First Time Home Buyers, Investment Properties, Real Estate, USDA, Mortgage Banking, FHA financing, Residential Mortgages, Credit Analysis, VA loans
Education
Bryant College 1988 — 1992
Bachelor's Degree, Finance
St Rapheal Academy 1984 — 1989
Center for Health Information and Analysis April 2015 - Present
State Street Bank April 2012 - April 2015
State Street April 2011 - April 2012
State Street March 2010 - April 2011
State Street July 2008 - March 2010
Skills
Auditing, Financial Reporting, Management, Account Management
Education
Bridgewater State College 2003 — 2008
Bachelors Degree, Accounting
Eaton Vance June 2014 - Present
Eaton Vance June 2010 - June 2014
State Street Bank 2007 - June 2010
Skills
Mutual Funds, Bloomberg, Asset Management, Investments, Financial Reporting, Financial Analysis, Financial Modeling, Fund Accounting, Derivatives
Education
Bryant University 2003 — 2007
BSBA, BUSINESS MANAGEMENT
Istituto Lorenzo de' Medici 2006 — 2006
Otsuka Pharmaceutical Companies (U.S.) January 2013 - Present
State Street Bank May 2012 - December 2012
CNA Insurance January 2012 - June 2012
Standard Insurance Company May 2011 - December 2011
Broadridge Financial Solutions November 2010 - May 2011
MillerCoors July 2010 - December 2010
ACE Insurance March 2010 - June 2010
[a consortium of private investors] August 2008 - March 2010
Sentry Insurance January 2008 - August 2008
AllianceBernstein July 2007 - December 2007
Skills
Project Management, Program Management, IT Service Management, ServiceNow, Integration, Business Analysis, ITIL, Outsourcing, Requirements Analysis, MS Project, Cross-functional Team..., Change Management, PMO, Service Delivery, Software Development, IT Strategy, Management, Vendor Management, SharePoint, Disaster Recovery, Leadership, Enterprise Software, PMP, Data Center, Business Process..., SDLC, Software Project...
Education
Bryant University
BS in BA, Accounting
Biogen June 2015 - Present
CIGNA October 2012 - May 2015
Thermo Fisher Scientific June 2012 - November 2012
Fidelity Management and Research Company April 2006 - June 2012
State Street Bank March 1996 - April 2006
State Street 1996 - 2006
Skills
Vendor Management, Bloomberg, Asset Managment, Financial Analysis, Risk Management, Strategic Sourcing, Process Improvement, Outsourcing, Project Management, Program Management, Business Analysis, Pricing
Education
Suffolk University - Sawyer Business School 2001 — 2003
MBA, Finance
Bridgewater State University 1988 — 1992
BS, Political Science
Salesforce June 2015 - Present
Oracle June 2014 - June 2015
Oracle June 2013 - May 2014
Oracle January 2013 - June 2013
Oracle November 2011 - January 2013
State Street June 2010 - November 2011
State Street Bank June 2009 - September 2009
Skills
Enterprise Software, Business Intelligence, Business Development, Business Analysis, Solution Selling, SaaS, Professional Services, CRM, Financial Modeling, Sales Process, Financial Analysis, Sales, Analytics, Bloomberg, Fixed Income, Lead Generation, Sales Operations, Account Management, Management
Education
Bryant University
Business, Finance
Griffith University
United States Marine Corps January 2008 - January 2014
Standish Mellon Asset Management July 2007 - December 2007
State Street Bank June 2005 - July 2007
Skills
Military, Operational Planning, Military Operations, Security Clearance, Strategic Planning
Education
Old Dominion University 2014 — 2016
Bachelor of Science (BS), Civil Engineering, 4.0
Bucknell University 2001 — 2005
Bachelor of Arts (B.A.), International Relations and Affairs, Economics
Bridgewater United Methodist Church October 2014 - Present
Bridgewater State University September 2014 - Present
Edwards Wildman Palmer LLP June 2014 - August 2014
State Street Bank July 2012 - August 2013
Skills
Public Speaking, Community Outreach, Research, Event Planning, Microsoft Word, Nonprofits, PowerPoint, Program Development, Fundraising, Social Media
Education
Bridgewater State University 2014 — 2018
Jeremiah E. Burke High School 2010 — 2014
High School Diploma
State Street Bank March 2014 - Present
Gilbane Building Company January 2013 - June 2013
Priority Sports & Entertainment June 2012 - August 2012
IMG June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Contract Management, PowerPoint, Construction, Construction Management, Value Engineering, Change Orders, Microsoft Word, Analysis
Education
Brown University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Wilmington Trust, N.A. July 2014 - Present
Omega Performance May 2014 - July 2014
Bank of New York Mellon May 2004 - April 2014
US Bank January 2003 - May 2004
State Street Bank 1995 - 2000
Skills
Public Finance, Structured Finance, Corporate Trust, Fixed Income, Securities, Capital Markets, Bonds, Series 7, Investment Banking, Credit Analysis, Series 63, Corporate Finance, Securitization, Municipal Bonds, Economics, Emerging Markets, Relationship Management, Loans, Financial Services, Mutual Funds, Bloomberg
Education
Brown University
BA, Political Science
Shire Pharmaceuticals October 2014 - Present
Staples July 2014 - October 2014
ING March 2007 - June 2014
CitiStreet March 2007 - June 2010
State Street Bank July 2005 - February 2007
Skills
ITIL, Process Management, Incident Management, Business Analysis, Change Management, IT Service Management, Visio, SharePoint, Service Management, Process Improvement, Information Management, PRINCE2, Software Documentation
Education
Bridgewater State College 2003 — 2005
Bachelor, Management information Systems
University of Massachusetts, Amherst 1995 — 2000
Bridge Partners Consulting 2010 - Present
Graduate Business Forum April 2006 - March 2012
Hitachi Consulting August 2007 - 2010
Mercer Investment Consulting January 2005 - August 2005
McAdams Wright Ragen November 2001 - April 2004
State Street Bank January 2001 - August 2001
Skills
Change Management, Leadership, Strategy, Business Strategy, Business Analysis, Project Management, Management Consulting, Financial Analysis, Business Development, Program Management, Management, Project Planning, Cross-functional Team..., Business Process..., Consulting
Education
University of Washington, Michael G. Foster School of Business 2005 — 2007
MBA, International Business
Brown University 1994 — 1999
AB, Human Biology
Tabor Academy 1992 — 1994
Diploma, Calculus, Sciences, Art
inVentiv Health February 2014 - Present
Fidelity Investments July 2007 - December 2013
State Street Bank May 2006 - July 2007
Nautic Partners, LLC May 2004 - May 2006
Brown Brothers Harriman & Co. July 1998 - May 2004
Skills
Mutual Funds, Fixed Income, Securities, Equities, Vendor Management, Performance Consulting, Instructional Design, Project Management, Program Management, Data Analysis, Budgeting, Alternative Investments, Budgets, Risk Management, Business Analysis, Leadership, Training
Education
Bryant University 2004 — 2007
MBA
University of Massachusetts, Amherst 1994 — 1998
BS
Xaverian Brothers High School 1990 — 1993
HS
Mainstreet Real Estate Services March 2007 - Present
American Tower September 2005 - February 2008
State Street Bank June 2004 - September 2005
Skills
Customer Service, Account Reconciliation, Accounting, Accounts Receivable, Microsoft Excel, Budgets, Accounts Payable, General Ledger, Microsoft Word, Strategic Planning, MRI Software, Financial Reporting, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Negotiation, Editing, C, Java, Noetix, Oracle, Financial Statements, Accruals, Journal Entries, Access, Florida Notary, Microsoft Office, Financial Analysis, Finance, Management
Education
Broward College 2013 — 2015
Accounting and Finance
Roxbury Community College 2004 — 2005
Early Childhood Education and Teaching
Greater Egleston Community High School 2000 — 2004
WGBH Educational Foundation December 2012 - Present
State Street Bank August 2008 - September 2012
State Street August 2007 - August 2008
State Street November 2005 - August 2007
Skills
Microsoft Excel, PowerPoint, Auditing, Microsoft Word, Microsoft Office, Lawson, Accounting
Education
Curry College 2008 — 2009
Master's degree, MBA, 3.9
Bridgewater State College 2000 — 2005
Bachelor's degree, Accounting and Finance, 3.398
Suffolk University - Sawyer School of Management
State Street Bank and Trust January 2014 - Present
State Street Bank and Trust Company August 2012 - January 2014
State Street Bank January 2010 - August 2012
Deloitte & Touche LLP April 2007 - December 2010
MFS Investment Management April 1998 - April 2007
International Financial Data Services 1995 - 1998
New England Funds., L.P. September 1993 - September 1995
John Hancock Fund Services, Inc. July 1989 - September 1993
Skills
Mutual Funds, Compliance, Risk, Internal Controls, Risk Management, Vendor Management, Financial Analysis, Management Consulting, Financial Risk, Financial Services, Project Management, Management, Process Improvement, Business Analysis, Due Diligence, Mergers & Acquisitions, Auditing, Program Management, Internal Audit
Education
Bridgewater State University 1985 — 1989
Bachelor of Science May 89, Business Administration
Orange County California May 2015 - Present
State Street Bank April 2013 - Present
Brigham Young University Hawaii June 2011 - August 2012
BYUH Web Department/TA Dept May 2010 - May 2011
BYUH Media Services August 2009 - April 2010
Polynesian Cultural Center January 2009 - April 2009
Alta Institute September 2008 - December 2008
The Church of Jesus Christ of Latter-day Saints June 2006 - June 2008
Skills
SAP, Accounting, Six Sigma, Financial Analysis, Microsoft Office, Spanish, Visio, PeopleSoft, Accounts Receivable, Pivot Tables, Adobe Software, HTML, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Reporting, English, Financial Accounting, QuickBooks, Access, Outlook, Access Lists, Teaching, Data Analysis, General Ledger, Leadership, Analysis, Budgets, Accounts Payable, Team Leadership, Auditing, Customer Service, Time Management, Bloomberg Terminal, Mandarin, Finance, Corporate Finance, Great Plains Software, System Administration, GAAP, Cost Accounting, Tableau, Program Management, Management, Bookkeeping, Critical Thinking, Financial Modeling
Education
Brigham Young University - Hawaii 2008 — 2012
Bachelors of Accounting, Bachelors Operations and Logistics, Business Management
Independent Consultant December 2012 - Present
SunGard Global Services November 2011 - November 2012
Capgemini April 2010 - November 2011
Independent Consultant 2009 - April 2010
State Street Bank 2006 - 2009
IBM Global Business Services 2004 - 2006
Independent Consultant 2002 - 2004
EquiServe (now Computershare) 2000 - 2004
Evergreen Investments Service Company 1998 - 2000
First Union National Bank 1994 - 2000
Skills
Financial Services, Mutual Funds, Offshoring, Consulting, Trust Operations, Corporate Trust, Process Redesign, Globalization, Mergers, Business Analysis, Business Transformation, Business Process..., Fund Accounting, Business Strategy, New Business Development, Asset Managment, Transfer Agency, Stock Transfer, Contingent Workforce, Program Management, Project Management, Governance, Key Performance..., Operations Management, Operational Excellence, Risk Management, Stocks, Process Improvement, Finance, Back Office, Mergers & Acquisitions, Change Management, Strategic Planning, Management, Banking, Cash Management, Management Consulting, Outsourcing, Financial Risk, Asset Management, Capital Markets, Portfolio Management, Vendor Management, Accounting, Integration, Strategy, IT Strategy, PMO, Executive Management, Business Development
Education
IBM Certification 2006 — 2006
Certified, Certified Professional Consultant
IBM Certification 2004 — 2004
Certified, Certified Project Manager
Canon Corporate Trust School 1994 — 1994
Certificate, Corporate Trust
Project Management Institute 1993 — 1993
PMP, Project Management Professional
California Coast University 1986 — 1987
attended, Business Administration
Northern Trust Corporation October 2014 - Present
Batterymarch Financial Management January 2007 - October 2014
Batterymarch Financial Management February 2006 - December 2006
State Street Bank January 2002 - February 2006
Skills
Investment Operations, Operations Management, Relationship Management, Mutual Funds, Portfolio Management, International..., Fund Administration, Global Custody, Portfolio Accounting, Corporate Actions, Equities, Securities, Bloomberg, Fair Value Pricing, Omgeo Oasys, Back Office, Middle Office, Audit Reporting, SSAE 16, Banking, ETFs, Investments, Asset Management
Education
University of South Carolina - The Moore School of Business 1998 — 2000
International Master of Business Administration (IMBA), Global Finance, Japanese
Brigham Young University 1994 — 1998
Bachelor of Arts (BA), Japanese Language and Literature
Action for Boston Community Development September 2009 - Present
Action for Boston Community Development December 2008 - September 2009
State Street bank 2006 - 2008
Cambridge Health Alliance 2002 - 2006
Cambridge Dental Associates 2000 - 2002
Skills
Human Resources, Nonprofits, Administrative..., Office Administration, Employee Relations, Telephone Skills, Time Management, Teamwork, Data Entry, Customer Service
Education
Bunker Hill Community College 2004 — 2005
Associate of Science (AS), Office and Information Management
Lincoln Technical Institute-Union 2002 — 2003
Medical Administrative Assistant, Certificate
Bunker Hill Community College 1999 — 2001
Associate of Science (AS), Business Administrative
Somerville High School 1990 — 1994
High School Diploma
University of Massachusetts Boston
State Street Bank April 2011 - Present
Tiger Capital Group February 2010 - April 2011
State Street Bank October 2007 - April 2010
State Street Bank August 2006 - October 2007
Skills
Financial Analysis, Analysis, Forecasting, Access, Finance, Account Reconciliation, Management, Leadership, General Ledger, Financial Modeling, Financial Reporting, Accounting, Strategic Financial..., Corporate Finance, Risk Management, Securities, International Business, Mutual Funds, International Relations
Education
Bryant University 2002 — 2006
Bachelor of Science in Business Administration, Finance and Economics
Starbucks December 2014 - Present
State Street Bank January 2013 - December 2013
ABCD Health Services March 2012 - June 2012
Zara August 2011 - December 2011
Dorchester Bay Arts and Crafts Camp July 2011 - August 2011
ABCD Health Services July 2010 - September 2010
Skills
Banking, Financial Services, Arts, Design, Figure Drawing, Painting, Curating, Microsoft Office, Microsoft Excel, Microsoft Word, Spanish-speaking, Customer Service, Retail Sales, Women's Health, Capoeira, Accounting, Finance, Equities, Public Speaking, Sales, Time Management
Education
Year Up 2012 — 2013
Financial Operations
Cambridge College 2012 — 2013
Business/Managerial Economics
Bunker Hill Community College 2009 — 2014
Fine/Studio Arts, General
Boston Art Academy 2004 — 2008
Diploma, Visual Art
Massachusetts College of Art and Design 2014 — 2018
Community Education
State Street Bank January 2000 - Present
State Street Corporation January 1998 - January 2000
State Street Corporation January 1996 - January 1998
Skills
Financial Services, Client Services, Mutual Funds, Investments, Management, Finance, Equities, Securities, Account Reconciliation, Customer Satisfaction, Accounting
Education
Bryant University 1992 — 1996
B.S., Finance, Cum Laude
Curtis Construction June 2007 - Present
Walsh Corp. October 2005 - June 2007
State Street Bank July 2003 - October 2005
Sullivans, Inc. August 1980 - September 1999
Skills
Financial Reporting, Accounting, Financial Statements, Construction, Human Resources, Budget, Financial Analysis, QuickBooks, Accounts Payable, Accounts Receivable, Payroll, Contract Management, Analysis, Auditing, Microsoft Excel, Cash Flow, PowerPoint, Outlook, Internal Controls, Tax, Account Reconciliation, General Ledger, Financial Accounting, Job Costing, Cost Accounting, Invoicing, Bank Reconciliation, Forecasting, Bookkeeping, Accruals, Spreadsheets, Microsoft Word, Peachtree, Journal Entries, Microsoft Office, Project Management, Income Statement, Crystal Reports, Expedition, Primevera, Section 3 Reporting, ARRA Reporting, WBE/MBE/DBE Reporting, Sage, Budgets, Managerial Finance
Education
Bryant University 1999 — 2003
BA, Accounting Information Systems, Finance, Legals
Sacred Heart High School 1994 — 1998
MA
Communications professional seeking new opportunity July 2015 - Present
Vistaprint October 2014 - June 2015
Iron Mountain August 2013 - October 2014
State Street April 2011 - July 2013
Biogen Idec July 2004 - April 2010
State Street February 2002 - July 2004
State Street Bank June 1997 - February 2002
Skills
Event Planning, Internal Communications, Strategic Planning, Marketing, Strategic Communications, Corporate Communications, Marketing Communications, Social Media, Project Management, Crisis Communications, Editing, Social Networking, Newsletters, Brand Development
Education
Bridgewater State University 1997 — 2002
BA, Communications Studies, Minor in PR and Business
State Street January 2015 - Present
State Street December 2013 - January 2015
State Street February 2012 - December 2013
State Street June 2010 - February 2012
State Street Bank January 2010 - June 2010
Putnam Investments December 2008 - September 2009
M.B.C. Recovery January 2006 - January 2008
Skills
Mutual Funds, Investments, Relationship Management, Finance, Risk Management, Business Analysis, Asset Managment, Financial Services, Portfolio Management, Financial Analysis, Equities, Bloomberg, Banking, Fixed Income, Sales, Vendor Management, Customer Service, Pricing, Process Improvement, Data Analysis, Market Data, Microsoft Excel, Microsoft Office
Education
Bridgewater State University
Bachelors; Accounting and Finance
Public Consulting Group June 2014 - Present
Public Consulting Group August 2012 - Present
TMS August 2011 - August 2012
Natural Standard January 2010 - July 2011
Hachette Book Group April 2008 - December 2009
University of Rhode Island, College of the Environment and Life Sciences August 2003 - April 2008
eCentricSites, Inc. January 1999 - June 2003
IBM - Early Cloud Division 1992 - 1994
State Street Bank 1989 - 1992
Brown Brothers Harriman 1987 - 1989
Skills
JavaScript, HTML, Project Management, XML, Content Management, SEO, Web Development, Architecture, CSS, CMS, Software Development, SQL, jQuery, C#, .NET, SOAP, Telerik, ASP.NET MVC, Databases, ASP.NET, Microsoft SQL Server, Scrum, AJAX, Web Applications, Requirements Analysis, Visual Studio, SDLC, Visual Basic, User Experience, WCF, Information Architecture, Agile Methodologies, Architectures
Education
BHS
Bryant University
Bachelor of Science, CIS / Business
DataXu April 2015 - Present
Feeney Brothers Excavation, LLC September 2014 - April 2015
State Street Bank October 2012 - July 2013
One to One Global, Inc. August 2010 - January 2012
One to One Global, Inc. August 2010 - January 2012
Town of Amherst Leisure Services and Supplemental Education (LSSE) September 2009 - May 2010
University of Massachusetts Amherst January 2008 - December 2008
University of Massachusetts Amherst September 2005 - September 2008
Massachusetts Governor's Office 2008 Summer Program May 2008 - August 2008
Workers' Compensation Rating and Inspection Bureau of MA May 2006 - August 2007
Skills
Microsoft Office, Customer Service, Problem Solving, Strategic Planning, Inventory Management, Data Analysis, Event Planning, Social Media, Social Networking, Budgets, Microsoft Excel, Oracle, Excel, PowerPoint, Outlook, Word, Access, Customer Relations, Writing, Budgeting, Administration, Planning, Public Speaking, Research, Team Leadership, Accounts Payable, Accounts Receivable, Financial Accounting, System Administration, Marketing, Fundraising, Management, Accounting, Advertising, Program Management, Social Media Marketing, Account Management, Financial Analysis, Microsoft Word, Project Planning
Education
Bunker Hill Community College 2012 — 2013
Business Administration Certificate, International Business/Trade/Commerce
University of Massachusetts, College of Social and Behavioral Sciences 2005 — 2010
Bachelor of Arts, Economics, Economics
University of Massachusetts, Amherst 2005 — 2010
Bachelors of Arts (BA), Economics
University of Massachusetts Boston
Bachelor of Arts (BA), Economics
Smith College
Bachelor of Arts (B.A.), Economics
State Street Bank October 2012 - Present
Skills
Excel, PowerPoint, Word, Customer Service, Payroll Processing, Order Entry, accounting, Analysis, Research, Public Speaking, Financial Analysis, Teamwork, Time Management, Microsoft Office, Data Analysis, Management, Financial Services, Finance, Banking, Microsoft Excel, Microsoft Word
Education
University of Massachusetts Dartmouth 2010 — 2011
Bachelor's degree, Economics, 3.5
Bristol Community College 2006 — 2010
Business Administration, Economics
Loomis, Sayles & Company April 2015 - Present
State Street Bank January 2013 - April 2015
State Street Bank August 2012 - January 2013
State Street Bank June 2011 - August 2012
Bryant University September 2009 - May 2011
United Natural Foods June 2010 - August 2010
Bryant University Economics Department September 2008 - December 2008
Skills
ETFs, Fixed Income, Fund Accounting, Bloomberg, Financial Services, Microsoft Excel, Corporate Finance, Bloomberg Terminal, Financial Analysis, Financial Modeling, Accounting, Mutual Funds, Financial Reporting, Equities
Education
Bryant University 2007 — 2011
Business Administration, Accounting, Communication
U.S. Bank June 2014 - Present
State Street Bank March 2011 - June 2014
Skills
Mutual Funds, Financial Analysis, Bloomberg, Equities, Fixed Income, Financial Modeling, Financial Reporting, Asset Management, Investments, Alternative Investments, Valuation, Finance, CDO, Bloomberg Terminal
Education
Bryant University 2006 — 2010
Bachelor's degree, Finance, General
Fidelity Investments July 2014 - Present
Fidelity Investments February 2007 - July 2014
Fidelity Investments April 2000 - March 2007
State Street Bank 1996 - 2000
Education
Bryant University 2001 — 2005
MBA
Providence College 1992 — 1996
B.A., Finance, Accounting
State Street Bank September 2011 - Present
Wells Fargo May 2007 - September 2007
Skills
Employee Training, Troubleshooting, Analitical, Microsoft Office
Education
Katharine Gibbs School 1998 — 1999
Computer Technical Support Certificate
Bristol Community College 1996 — 1997
Computer Programming and Accounting
Congress Asset Management June 2001 - Present
Mellon Private Asset Management July 2000 - June 2001
State Street Bank March 1991 - July 2000
Skills
Asset Management, Investments, Investment Advisory, Equity Research, Investment Strategies, Wealth Management, Separately Managed..., Trading, Securities, Institutional..., Fund Of Funds, Capital Markets, Equities, Portfolio Management
Education
Providence College 1982 — 1986
Bachelor of Arts (BA), History
Bryant University 1988 — 1992
Master of Business Administration (M.B.A.), Finance, General
Digital Learning Studio--IT August 2013 - Present
UMass Boston August 2012 - December 2012
UMass Boston August 2011 - December 2011
Department of Commerce March 2010 - June 2010
British Telecom Conferencing July 2006 - November 2006
State Street Bank September 2005 - May 2006
Brown Brothers Harriman Co October 2004 - April 2005
Skills
Microsoft Office, Microsoft Excel, Non-profits, Microsoft Word, PowerPoint, QuickBooks, Research, Outlook, Event Planning, Fundraising, Customer Service, Accounting, Accounts Payable, Invoicing, Access, Bookkeeping, Accounts Receivable, Spreadsheets, Payroll, Financial Analysis, Financial Reporting, Account Reconciliation, Financial Accounting, General Ledger, Financial Statements, Finance, Tax Preparation, Journal Entries, Nonprofits
Education
University of Massachusetts 2010 — 2013
Bachelors of Science, Management; Accounting
Bunker Hill Community College 2008 — 2010
Associate of Arts (A.A.), Accounting and Business/Management
eFlirt Expert December 2013 - Present
eFlirt Expert December 2012 - Present
We Love Dates July 2013 - Present
A Big Cab Company June 2012 - February 2013
State Street Bank April 2008 - August 2010
Hockomock YMCA December 2000 - April 2008
Great Harbor Real Estate June 2007 - October 2007
WCVB-TV September 2006 - December 2006
Bridgewater TV9 November 2005 - March 2006
Massasoit Radio December 2002 - April 2003
Skills
Social Media, Sports, Blogging, Interpersonal..., Non Verbal Communication, Organizational..., Customer Service &..., Self-Presentation..., Corporate Social..., Online Dating, Twitter, Facebook, Microsoft Office, Quick Books, Adobe Premiere, Adobe Photoshop, Podio
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
Master's Degree, Communication and Information Studies
Bridgewater State College 2005 — 2007
Bachelor's Degree, Communication Studies
Intellectual Dimensions, LLC June 2005 - Present
GECU of Maine March 1994 - May 2005
Maine Savings Bank/Fleet Bank of Maine 1990 - 1994
State Street Bank 1986 - 1990
Skills
Business Analysis, Credit Risk, Team Building, Strategic Planning, Analysis, Banking, Credit Analysis, Vendor Management, Project Management, Business Intelligence, Credit, Process Improvement, Executive Management, Risk Management, Leadership, Budgets, Financial Analysis, Loans, Data Analysis
Education
Bryant College 1981 — 1985
BS in BA, Accounting
State Street Bank July 2007 - Present
Investors Bank & Trust May 2006 - July 2007
Skills
Mutual Funds, Corporate Actions, Financial Services, Pricing, Trading, Mergers, Fund Accounting, Bloomberg, Fixed Income, Equities, Investments, Securities, Global Custody, Hedge Funds, Fund Administration, Banking
Education
Bryant University 2001 — 2005
BA Science & Administration, Financial Services
Middletown High School South 1997 — 2001
High School Diploma
State Street Bank May 2012 - Present
First Marblehead January 2009 - February 2012
State Street January 2007 - October 2008
Investors Bank & Trust January 2005 - January 2007
Fidelity Investments January 2004 - January 2005
Massachusetts College of Pharmacy July 2003 - January 2004
Liberty Mutual May 2001 - July 2003
Skills
Internal Audit, Financial Risk, Sarbanes-Oxley Act, Testing, SQL, Basel II, Dodd-Frank, Stress Testing, Securities Finance, Treasury Management, Interest Rate Swaps, Model Risk Management, Currency Hedging, Liability Management, Options Trading
Education
Bryant University 1999 — 2001
Bachelors of Science in Business Administration, Computer Information Systems / Business Law
Roger Williams University 1997 — 1999
Transferred, Computer Information Systems
J. Jill July 2014 - Present
State Street Bank November 2012 - July 2014
Cambridge Associates, LLC. February 2009 - November 2012
Beacon Partners September 2008 - February 2009
Beacon Partners, Inc. March 2004 - August 2008
EDS 2004 - 2004
RREEF 2001 - 2004
Cabot Properties 2001 - 2004
State Street 1998 - 2001
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Budgets, Finance, General Ledger, Variance Analysis, Accounts Receivable, Accounts Payable, Process Improvement, Account Reconciliation, Analysis, Payroll, Forecasting, Financial Statements, Financial Accounting, Microsoft Excel, Managerial Finance, Financial Statement..., Access, Corporate Finance, Year-end Close, Outlook, Essbase, Microsoft Office, PowerPoint, Internal Controls, Cash Flow
Education
Bridgewater State College 1992 — 1998
Bachelor of Science, Accounting / Finance
ING September 2001 - Present
State Street Bank 1997 - 2001
Education
Bridgewater State University 1998 — 2000
University of New Hampshire 1997 — 1998
State Street Corporation June 2011 - Present
State Street Bank November 1996 - Present
Skills
Fund Accounting, Mutual Funds, Fund Administration, Fixed Income
Education
Bridgewater State University 1992 — 1996
Kirkland & Ellis LLP February 2015 - Present
Thomson Reuters March 2013 - February 2015
Bain & Company, Inc July 2007 - February 2013
Bain and Company July 2006 - July 2007
Bain and Company December 2004 - July 2006
State Street Corporation May 2003 - December 2004
State Street Bank June 2002 - May 2003
State Street Bank May 2000 - June 2002
Skills
Project Management, Program Management, Business Process..., Change Management, Testing, Consulting, IT Strategy, Start-ups, Business Process, Project Planning, CRM, SharePoint, Software Project..., New Business Development, Entrepreneurship, Market Research, Governance, Outsourcing, Performance Management, Telecommunications, Requirements Analysis, Requirements Gathering
Education
Bryant University 1996 — 2000
BS, Marketing/Environmental Science
Medway High School 1992 — 1996
Baker Electric July 2015 - Present
Sullivan Solar Power December 2013 - Present
Sullivan Solar Power February 2011 - November 2013
Sullivan Solar Power January 2006 - November 2013
Sullivan Solar Power January 2006 - January 2010
ASAP Power August 2005 - January 2006
State Street Bank August 2003 - December 2005
Skills
Photovoltaics, Solar, Energy, Sustainability, solar Power, Nabcep, Quickbase, Solar Design Consultant, Solar Design Engineer, Solar Power, Financial Analysis, ProSeries, Risk Management, Contract Negotiation, Financial Modeling, Solar Energy, NABCEP, Renewable Energy, Alternative Energy, Due Diligence, Project Finance, Cleantech, Business Development, Energy Efficiency, Project Management, Wind, Business Strategy, Sustainable Energy, Strategic Planning, Start-ups, Strategy, Venture Capital, Entrepreneurship, Management, Leadership, Marketing Strategy, New Business Development, Operations Management, Process Improvement, Marketing, Training, Finance, Contract Management, Team Building, Sales, Energy Audits, Solar PV, Energy Conservation, Construction, Energy Management
Education
USD Business Development San
CA, Photovoltaics
NABCEP-Applied Professional 2009 — 2009
Certificate, NABCEP
HERS
CA, Energy, Environment, and Natural Resources Law
The North American Board for Certified Energy Practitioners, Inc
CA
Bridgewater University 1997 — 2001
Bachelor Of Science, Physiology and Business
Bridgewater State University
B.A, Business Administration
Liberty Mutual Insurance August 2015 - Present
Liberty Mutual Insurance January 2015 - August 2015
Liberty Mutual Insurance April 2013 - January 2015
State Street Bank July 2008 - April 2013
Mercer May 2007 - June 2008
Filomeno & Company May 2006 - August 2006
The Hartford May 2005 - August 2005
Skills
Full-life Cycle..., Human Resources, PeopleSoft, Talent Management, Employee Relations, Management, Employee Engagement, HRIS, New Hire Orientations, Personnel Management, HR Policies, Succession Planning, Workforce Planning, Policy, Analysis, Performance Management, HR Strategy
Education
Bryant University 2004 — 2008
BS
Brown Brothers Harriman May 2011 - Present
JP Morgan August 2006 - May 2011
Investors Bank and Trust April 2005 - August 2006
Deutsche Asset Management April 2001 - April 2005
State Street Bank July 1994 - April 2001
Skills
Asset Management, Derivatives, Financial Reporting, Financial Services, Fund Accounting, Fund Administration, Investments, Mutual Funds, Risk Management
Education
Bryant University 1990 — 1994
Bachelor of Science in Business Administration, Finance
Performance Contracting Group February 2008 - Present
State Street Bank June 2005 - February 2008
Skills
Financial Reporting, Accounts Receivable, Project Management
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Citi June 2011 - Present
Bank of New York Mellon September 1999 - March 2010
Bankers Trust January 1993 - 2000
Deutsche Bank 1994 - 1999
State Street Bank 1989 - 1999
Skills
ETFs, PMP, Client Service, Testing, Test Management, Financial Services, Quality Assurance, SDLC, Securities, Program Management, Project Management, Business Analysis, Fixed Income, Management, Equities, Banking, Budgets, Client Services, Integration, IT Strategy, Leadership, Networking, PMO, Portfolio Management, Project Portfolio..., Risk Management, Vendor Management
Education
Caldwell University 2000 — 2002
BA, Finance
Northeastern University 1984 — 2000
Financial Management
State Street September 2014 - Present
State Street May 2011 - September 2014
State Street Bank December 2010 - May 2011
State Street Bank June 2006 - November 2010
Tri Counties Bank March 2005 - June 2006
Skills
Securities, Asset Management, Finance, Bonds, Bloomberg, Fixed Income, Valuation, Fund Accounting, Corporate Actions, Bloomberg Terminal, Fund Administration, Banking, Equities, Financial Analysis, Private Equity, Alternative Investments, Mutual Funds, Risk Management, Hedge Funds, Financial Services, Derivatives, Trading, Portfolio Management, Investments
Education
California State University-Chico 2001 — 2006
Business Administration, Finance
Blue Hills Bank July 2015 - Present
RBS Citizens November 2011 - Present
For myself 2005 - 2013
RBS Citizens Group August 2010 - November 2011
Metropolitan Life Insurance Company February 2009 - August 2010
Met Life Auto & Home June 2008 - February 2009
CVS/Caremark June 2005 - June 2008
State Street Bank December 1997 - March 2005
Harvard Pilgrim Health Care March 1995 - December 1997
Fleet Bank 1993 - 1994
Skills
Succession Planning, Talent Management, Onboarding, Employee Engagement, Organizational..., Performance Management, Employee Relations, Deferred Compensation, Personnel Management, Organizational..., Recruiting, Talent Acquisition, Employee Benefits, Strategy, Change Management, Human Resources, Vendor Management, Organizational Design, Sourcing, Management, Leadership, Operations Management
Education
Northeastern University 1991 — 1994
MS, Human Resources Counseling
Bryant University 1986 — 1990
BS, Business Administration
IBM May 2011 - Present
State Street Bank 2009 - May 2011
State Street Corporation 2002 - 2009
MQSoftware 2000 - 2002
Education
Northeastern University 2009 — 2010
Masters, Information Systems
Bridgewater State University 1998 — 2002
Brown Brothers Harriman February 2006 - Present
BISYS Fund Services June 2004 - February 2006
Bisys Hedge Fund Services 2004 - 2006
State Street Bank June 1993 - August 2003
Skills
Securities, Fund Accounting, Bloomberg, Mutual Funds, Fixed Income, Financial Services, Global Custody
Education
Bryant University
Bachelor of Science (B.S.), Accounting
State Street Bank March 2008 - Present
New York Life Insurance Co May 2006 - Present
Mass Mutual Financial Group June 2007 - March 2008
BearingPoint Corporation January 2007 - May 2007
Education
Bryant University
Bachelor of Science, Business Administration; Financial Services
Northeastern University
Masters, Business Administration
State Street Bank August 1996 - Present
JPMorgan Chase September 1994 - June 1996
Brown Brothers Harriman and Co. March 1989 - June 1994
Skills
Fixed Income, SDLC, Quality Assurance, Testing, User Acceptance Testing, Trading Systems, Equities, Financial Services, SharePoint, Capital Markets, Quality Center, Requirements Gathering, Bloomberg, Test Planning, Business Requirements, Requirements Analysis
Education
Northeastern University 1991 — 1992
Bryant University 1984 — 1987
BSBA, Computer Information Systems
Bellingham High School
State Street Bank November 1997 - Present
Skills
Mutual Funds, Hedge Funds, Equities, Fund Administration, Financial Services, Derivatives, Fund Accounting, Investments, Asset Management
Education
Bryant University
IBM March 2015 - Present
IBM July 2014 - March 2015
IBM July 2013 - July 2014
Partners Healthcare at MGH February 2013 - July 2013
Granite Telecommunications December 2011 - November 2012
State Street Bank November 2006 - December 2011
State Street Corporation August 2005 - November 2006
Skills
BMC Remedy, Windows 7, Blackberry, Active Directory, Troubleshooting, Lotus Notes, Disaster Recovery, XP, Technical Support, Service Desk, Computer Hardware, SharePoint, Citrix, Incident Management, Laptops, Antivirus, Software Documentation, Desktop Computers, IT Management, Networking, Desktop Deployment, Help Desk Support, IT Service Management, Data Center, Windows Server, Software Installation, Servers, IT Operations, Remote Desktop, Printers, Microsoft Certified..., VPN, System Administration, Windows, Hardware, SCCM, VMware, Process Improvement, Operating Systems, Microsoft Exchange, TCP/IP, Citrix Metaframe, Network Security, ITIL, DHCP, Group Policy, Visio, Blackberry Enterprise..., Windows XP
Education
Clark University CCI 2004 — 2005
Master Certificate, PC & Networking Design with Security
Bridgewater State College 1985 — 1990
Bachelor of Arts, Communication Arts & Sciences
United Auto Credit Corporation February 2013 - Present
AutoDrive August 2012 - February 2013
State Street Bank February 2008 - September 2010
Mass Mutual Financial Group June 2007 - March 2008
BearingPoint Corporation January 2007 - May 2007
New York Life Insurance Co May 2006 - January 2007
Skills
Insurance, Project Management, Microsoft Excel, Outlook, Financial Planners, Pricing, Essbase, PowerPoint, Finance, Spreadsheets, Operations Management, Financial Reporting, Sales, Customer Retention, Credit Analysis, Credit Scoring, Troubleshooting, Market Research, Consumer Financing, Access, Management, Leadership, Financial Services, Customer Service, Microsoft Office, Microsoft Word
Education
Bryant University 2003 — 2007
Bachelor of Science, Business Administration; Finance
Northeastern University
Masters, Business Administration
Swarovski 2014 - Present
CVS Caremark Corporation 2013 - 2014
Swarovski 2012 - 2013
Swarovski 2011 - 2012
CVS/Caremark 2009 - 2011
CVS/Caremark 2007 - 2009
State Street Bank 2005 - 2007
Skills
Analysis, Project Management, Management, Retail, Forecasting, Financial Analysis
Education
Bryant University 2008 — 2010
M.B.A., General
University of Rhode Island 2000 — 2004
Bachelor's, Finance
Loomis Sayles & Company April 2011 - Present
Fireman Capital Advisors November 2009 - April 2011
Gannett Welsh & Kotler April 2004 - November 2008
State Street Bank September 2000 - March 2004
Education
Butler University 1994 — 1999
BFA, Dance Performance
North River Collaborative December 2014 - Present
Southfield Redevelopment Authority September 2014 - Present
Trinity Catholic Academy September 2008 - August 2013
Holy Family School 2000 - 2007
RMLF Foundation 1991 - 2007
State Street Bank 1986 - 1991
Skills
Fundraising, Volunteer Management, Non-profits, Community Outreach, Public Speaking, Event Planning, Grant Writing, Strategic Planning, Program Development, Social Networking, Public Relations, Event Management, Teaching, Microsoft Office, Social Media, Community Development, Marketing Communications, Editing, Planned Giving, Newsletters, Annual Giving, Grants, Creative Writing, Public Policy, Budgets, Outlook, Marketing, Microsoft Word, Philanthropy, Nonprofits, Staff Development, Non-profit..., Customer Service, Research, Press Releases, Community Organizing, Media Relations, Board Development, Corporate Communications, Internal Communications, Donor Recognition, Fundraisers, Board Relations, Program Evaluation, Curriculum Development, Leadership Development, Alumni Relations, Stewardship, Youth Development, Leadership
Education
Stonehill College 1985 — 1985
Certification, Paralegal
Bridgewater State University 1978 — 1982
BA, Political Science/Public Administration
State Street Bank January 2014 - Present
State Street October 2010 - December 2013
State Street November 2006 - September 2010
Liberty Mutual Insurance June 2006 - November 2006
State Street September 2004 - June 2006
State Street October 1996 - June 2006
Skills
Training, Financial Analysis, Leadership, Financial Modeling, Risk Management, Accounting, Finance, Bloomberg, Banking, Equities, Forecasting, Financial Reporting, Valuation, Strategic Financial..., Corporate Finance, Financial Services, Fixed Income, Mutual Funds, Investments, Asset Management, Securities, Financial Planning, Analysis, Account Reconciliation, Variance Analysis, Management, Business Analysis
Education
Suffolk University - Sawyer Business School 2001 — 2003
MA, Finance
Bridgewater State University 1996 — 2001
BA, Accounting
Travelers November 2013 - Present
Prudential Financial April 2012 - October 2013
The Hartford April 2005 - September 2011
The Hartford March 2004 - April 2005
The Hartford September 1999 - March 2004
CIGNA Retirement And Investment Services July 1996 - September 1999
Benefit Concepts 1995 - 1996
State Street Bank 1991 - 1995
Skills
Process Improvement, Cross-functional Team..., Analysis, Leadership, Forecasting, Financial Analysis, Project Management, Finance, Financial Reporting, Strategic Planning, Enterprise Software, Marketing, Variance Analysis, SDLC, Hyperion Enterprise, Business Process, Accounting, Public Speaking, PowerPoint, Budgets, Business Planning, Management, Access, Training, Business Process..., Managerial Finance, Business Analysis, PeopleSoft, Operations Management, Risk Management
Education
University of Hartford 1998 — 2002
MBA, Finance, 3.86
Bryant University 1987 — 1991
BS Business Admin, Accounting
Olmstead Associates January 2015 - Present
RBS Citizens Financial Group July 2013 - June 2014
State Street Bank March 2013 - July 2013
State Street Bank May 2012 - March 2013
Boston Financial Data Services September 2000 - September 2011
PFPC March 1996 - September 2000
First Data, TSSG, The Boston Company March 1986 - March 1996
Skills
Risk Mitigation, Mutual Funds, Conversions, Reconciliation, Cash, Transfer Agency, Risk Management, Compliance, Process Improvement, Vendor Management, Customer Relations, Operations Management, Team Building, Audit, Problem Solving, Strategic Planning, Staff Development, Business Analysis, Budgeting, Process Engineering, Product Management, Excel, Microsoft Office, PowerPoint, Monarch, Client Services, AML, Project Delivery, Mergers, Acquisition Integration, Financial Services, Project Management, Customer Service, Securities, Account Reconciliation, Dog Walking, Particle Physics, Budgets, Leadership, Cycling, Management, Mergers & Acquisitions
Education
Bryant University 1989 — 1992
Master of Business Administration, Finance Concentration
Lincoln High
Rhode Island College
Bachelor of Science, Managerial Economics
State Street February 2011 - Present
Business Intelligence Advisors April 2008 - April 2010
Columbia Management January 2008 - April 2008
Investors Bank & Trust January 2006 - July 2007
Investors Bank & Trust December 2000 - September 2002
State Street Bank 1996 - 2000
Education
Bryant University 1992 — 1996
Bachelor of Science, Business Administration
Classical 1988 — 1992
Cohasset Public Schools 2000 - 2008
State Street Bank 1989 - 1991
State Street Bank 1987 - 1989
Child World 1985 - 1986
Education
Bucknell University 1977 — 1981
BA
RE/MAX Destiny 2001 - Present
State Street Bank 1988 - 1998
Skills
Buyer Representation, Real Estate, Real Estate Transactions
Education
Bryant University 1975 — 1979
bachelor of science, Marketing
Fidelity Investments April 2015 - Present
Fidelity Investments July 2009 - April 2015
Fidelity Investments May 2007 - November 2008
Fidleity investments June 2006 - May 2007
Fidelity Investments September 2004 - June 2006
Fidelity Investments May 1999 - September 2004
First Data Corporation 1998 - 1999
Mellon Financial 1989 - 1994
State Street Bank 1989 - 1994
Education
Shrewsbury High school 1980 — 1990
Nichols College 1985 — 1989
BS Business Administration, Finance
Bryant University
PMI Certificate program
Northeastern University
Web Master Certificate Program
Acadian Asset Management June 2015 - Present
State Street Bank April 2014 - May 2015
State Street Bank June 2012 - April 2014
State Street Bank March 2011 - June 2012
State Street Bank July 2010 - March 2011
State Street Bank February 2009 - July 2010
University of Massachusetts Lowell August 2006 - December 2008
Bank of New York Mellon June 2008 - August 2008
Skills
Internal Controls, Fund Accounting, Microsoft Excel, Mutual Funds, Bloomberg, Accounting, Financial Analysis, Management, Finance, Corporate Actions, Securities, Internal Audit, Financial Services, Leadership, Process Improvement, Account Reconciliation, Customer Service, Financial Risk, Microsoft Word, Analysis, Fixed Income, Auditing, Team Leadership, Equities, Teamwork
Education
University of Massachusetts at Lowell 2005 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Bucknell University 2004 — 2005
State Street April 2014 - Present
State Street Bank August 2007 - Present
State Street Bank & Trust Company July 2005 - August 2007
Computershare March 2000 - June 2005
Skills
Financial Services, Financial Analysis, Financial Reporting, Banking, Risk Management, SDLC, Account Reconciliation, Customer Service, Team Leadership, Cross Functional Team..., Leadership Development, Operations Management, Organizational..., Client Relations, Change Management, Cross-functional Team..., Operational Risk, Finance, Microsoft Excel
Education
Bridgewater State College 2000 — 2005
Business, Operations Management
Norton High School 1996 — 2000
Brown Brothers Harriman March 2010 - Present
Brown Brothers Harriman August 2006 - March 2010
State Street Bank August 1992 - July 2006
Education
Bryant University 1988 — 1992
Bachelors, Accounting / Business
State Street Bank 2003 - 2013
Deutsche Bank November 1990 - 2003
McGladrey & Pullen 1989 - 1990
Skills
Risk Management, Alternative Investments, Asset Allocation, Fixed Income, Accounting, Financial Analysis, Strategic Financial..., Internal Audit, Valuation, Analysis, Finance, Auditing, Management, Internal Controls, Financial Planning, Financial Risk, Leadership
Education
Brigham Young University
Master's Degree, Accounting
Brigham Young University
Bachelor's Degree, Accounting
State Street Bank June 2013 - Present
Citizens Bank January 2009 - August 2012
Citizens Bank January 2008 - January 2009
Citizens Bank September 2004 - January 2008
Fleet Bank 2001 - 2004
Fleet Bank 1998 - 2001
Fleet Bank 1996 - 1998
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Budget Process, Department Budgeting, Project Management, Presentations, Process Improvement, Consumer Lending
Education
Providence College 1996 — 1998
MBA, Finance
Bryant University 1990 — 1993
BS, Accounting
Cranston East
Fidelity Investments May 2009 - Present
Fidelity Investments November 1997 - November 2008
Interactive Data March 1993 - November 1996
State Street Bank October 1989 - March 1993
Education
Bridgewater State University 1984 — 1989
BS, Business Management
State Street Bank January 2007 - Present
Putnam Investments December 1990 - December 2006
Hills Department Stores June 1988 - December 1990
Skills
Fixed Income, Corporate Actions, Mutual Funds, Equities, Project Management, SDLC, Business Analysis, Back Office
Education
Bryant University 1984 — 1988
BS in BA, Computer Information Systems
BR
State Street Bank & Trust Company December 2014 - August 2015
National Quality Review January 2011 - October 2014
State Street Bank December 1999 - February 2009
state street 1999 - 2009
Skills
Mutual Funds
Education
Bryant University 1982 — 1986
Framingham State University
BA, Economics
State Street July 2011 - Present
State Street Bank November 2006 - February 2009
State Street Bank November 2000 - October 2006
State Street Bank January 1998 - January 2000
State Street Bank 1996 - 1998
Skills
Account Reconciliation, Accounting, Bloomberg, Equities, Financial Analysis, Financial Services, Fixed Income, Mutual Funds, Securities
Education
Bridgewater State University 1993 — 1995
Bachelors, Finance
Computershare December 2010 - Present
State Street Bank January 2006 - February 2009
State Street Bank January 2000 - December 2005
State Street Bank 1995 - 2000
Skills
Client Service, Securities Lending
Education
Bridgewater State University
B.A., Business Management
Merrimack College
CAPM, Project Management
State Street Bank 1996 - 2009
Education
Bridgewater State University 1994 — 1996
Paralegal
State Street April 2013 - Present
John Hancock Financial Services March 2012 - April 2013
State Street Bank February 2008 - March 2012
CitiStreet February 2002 - December 2007
Employee Benefit Administrators, Inc April 2000 - January 2002
The Larkin Group/Advanstar Communications January 1993 - April 2000
Relocation Resources, Inc.(RRI) March 1989 - August 1992
Skills
•Financial Reporting &..., •Financial Forecasting..., •Long Range Strategic..., •Cost Containment &..., •Corporate Accounting, •Consulting & Problem..., Proficient with mutiple...
Education
Bryant University 1992 — 1993
Master of Business Administration (M.B.A.), Finance, 3.7 GPA
Western Michigan University 1985 — 1988
Bachelor's Degree, Major:Finance, Minors: Accounting and Economics
Yardi March 2014 - Present
State Street Bank May 2013 - Present
State Street August 2010 - May 2013
State Street January 2012 - August 2012
State Street August 2010 - December 2011
Community Legal Information Center May 2009 - August 2010
Skills
Financial Analysis, SAP, Stata, Sales, Accounting, Financial Modeling, Customer Service, Investments, Marketing, Strategic Planning, Microsoft Excel, Economics, Market Research, Budgets, Strategic Financial..., Team Leadership, General Ledger, PowerPoint, Data Analysis, Finance, Management, Mutual Funds
Education
California State University-Chico 2009 — 2011
MBA, Business Administration
CSU Chico 2005 — 2009
Bachelor of Science (BS), Economics
Spectra Energy Sr. Right-of-Way AgentSpectra EnergyJanuary 2011 - Present
El Paso May 2010 - October 2010
Gilcrease & Partners, LLC January 2010 - May 2010
El Paso October 2008 - June 2009
State Street Bank November 2007 - October 2008
TCI Properties Inc. February 2004 - November 2007
Skills
Oil & Gas, Oil & Gas Industry, Gas, Energy, Contract Negotiation, Petroleum, Natural Gas, Contract Management, Leases, Negotiation
Education
Bridgewater State College 2005 — 2007
Bachelor of Science, Business
U.S. Department of State September 2011 - Present
State Street Bank June 2010 - July 2011
Accuvest Global Advisors May 2009 - August 2009
JPMorgan January 2009 - April 2009
Adventures for a Cause February 2008 - August 2008
The Church of Jesus Christ of Latter-day Saints January 2005 - December 2006
Skills
Microsoft Excel, Crisis Management, Logistics Management, Accounting, Cantonese, Mandarin
Education
Brigham Young University 2003 — 2010
Finance, Finance
State Street Bank & Trust Company 2005 - Present
State Street 2005 - 2005
State Street Bank 2003 - 2005
State Street Bank 1998 - 2003
Education
Bryant College 1986 — 1988
BA, Business Administration
Florida International University - College of Business Administration 1984 — 1986
Business Administration
Robert Half Management Resources January 2014 - April 2014
State Street Bank December 2009 - 2013
State Street Bank April 2006 - December 2008
Bank of America January 2004 - March 2006
Fleet Bank 2000 - 2004
Fleet Bank 1986 - 2000
Skills
Private Equity, Manage Client..., Operations Management, Accounting, Financial Services, Client Service Oriented, Project Management, Financial Analysis, Business Analysis, Analytics, Marketing, Client Presentation, Financial Accounting, Alternative Investments, Management, Fund Accounting, Account Reconciliation, Sales, Microsoft Excel, PowerPoint, Microsoft Word, QuickBooks
Education
Bryant University 1999 — 2003
MBA, Finance
University of Massachusetts Dartmouth 1982 — 1986
BS, accounting
AZ Dept. of Public Safety January 2012 - Present
AZ Dept. of Public Safety August 2008 - January 2012
Littler Mendelson, P.C. January 2006 - July 2007
NAA Services Corp. April 2005 - December 2005
AZ Dept of Juvenile Correction August 2004 - April 2005
Law Office of James A. Kelley July 2003 - July 2004
State Street Bank March 2001 - July 2003
Skills
Enforcement, Criminal Investigations, Criminal Justice, Internal Investigations, Private Investigations, Physical Security, Criminology, Patrol, Investigation, Security, Government, Homeland Security, Police, Interrogation, Evidence, Firearms, Criminal Intelligence, Law Enforcement..., Crime Prevention, Emergency Management, Public Safety, Surveillance, Crisis Management, Workplace Violence, Security Operations, Intelligence Analysis, Leadership, Protection, Background Checks, Tactics, Law Enforcement
Education
Roger Williams University 1994 — 1996
B.S., Administration of Justice
Bristol Community College 1992 — 1994
A.S., Criminal Justice
BNY Mellon November 2010 - March 2015
State Street Bank 2006 - 2009
Skills
Corporate Actions, Fund Accounting, Fixed Income, Equities, Mutual Funds, Back Office, Financial Services, Securities, Derivatives, Alternative Investments, User Acceptance Testing, Regression Testing, Requirements Analysis, Quality Assurance
Education
Bryant University
Bachelor of Science in Business Administration, Finance
State Street Bank February 2013 - Present
State Street Bank December 2010 - Present
State Street September 2008 - May 2011
Investors Bank & Trust July 2005 - August 2008
Investors Bank & Trust November 2004 - June 2005
Putnam Investments September 2002 - October 2004
Education
Bridgewater State University 1994 — 1998
Bachelor of Science, Finance & Marketing
BT Conferencing Finance ManagerBT ConferencingOctober 2012 - Present
State Street Bank May 2005 - August 2006
State Street Bank July 2004 - May 2005
State Street Bank February 2003 - July 2004
Skills
Financial Analysis, Financial Reporting, Excel, Budgeting, Financial Modeling, Financial Accounting, Corporate Finance, P&L Management, Forecasting, Month End Close, Monthly Reporting, Variance Analysis, Internal Audit, Microsoft Excel, Pricing
Education
Bridgewater State University 1998 — 2002
Business Management, Business/Finance
Xaverian Brothers High School 1998 — 2002
High School
State Street Bank December 2008 - March 2014
Skills
Fund Accounting, Bloomberg, Securities, Mutual Funds, Fixed Income, Financial Services, Accounting, Corporate Actions, Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Office, Derivatives, Equities, Fund Administration, Finance
Education
University of Massachusetts Boston 2006 — 2008
Bachelors, Finance
Bunker Hill Community College
Bunker Hill Community College
Bunker Hill Community College
Bunker Hill Community College
Bunker Hill Community College
Bunker Hill Community College
Raytheon November 2014 - Present
Raytheon 2012 - November 2014
State Street Bank 2011 - 2012
State Street Bank November 2007 - January 2011
Skills
Bloomberg, Financial Analysis, Finance, Financial Modeling, Process Improvement, Financial Reporting, Microsoft Excel, Account Reconciliation, Analysis, Microsoft Office, Mutual Funds, Forecasting, Data Analysis, Equities, PowerPoint, Business Analysis
Education
Bryant University 2004 — 2007
Bachelor of Science (B.S.), Financial Services
Ava Anderson Non-Toxic March 2013 - Present
OSSG PC June 2008 - September 2013
Fidelity Investments July 2000 - July 2001
Fidelity Investments 1995 - 2000
Fidelity Investments August 1994 - 1995
State Street Bank 1991 - July 1994
Skills
Non-profits tax returns, Sales, Mutual Funds, Customer Service, Strategic Planning, Management, Event Planning, Team Building, Retirement, Investments, Financial Services, Leadership, Process Improvement
Education
Bryant College 1982 — 1986
BSBA, Accounting
Norfolk County Registry of Deeds July 2013 - Present
IBM April 2012 - June 2013
State Street Bank September 1992 - March 2012
Skills
Vendor Management, Unix, Data Center, VMware, Incident Management, Solaris, Service Delivery, Disaster Recovery, IT Management, Business Continuity, IT Operations, System Administration, Enterprise Architecture, IT Service Management, ITIL, Servers, IT Strategy
Education
Bridgewater State College 1976 — 1980
BS, Political Science
Rogerson Communities October 2013 - December 2013
Vinfen January 2007 - August 2012
Visting Nurse Association Of Boston October 1999 - December 2001
State Street Bank March 1995 - October 1999
Education
Northeastern University 1990 — 1995
Business Administration and Management, General
Bunker Hill Community College 1985 — 1988
Liberal Arts and Sciences/Liberal Studies
State Street Bank July 2003 - Present
Skills
Microsoft Office, Microsoft Excel, Strategic Planning, PowerPoint, Business Analysis, Sales, Marketing, Business Development
Education
Bryant College 1999 — 2003
Bachelor of Science (BS), Accounting Information Systems
State Street October 2013 - Present
State Street Bank October 2011 - October 2013
State Street Bank August 2010 - October 2011
State Street Bank May 2009 - March 2011
Skills
Mutual Funds, Bloomberg, Fixed Income, Equities, Emerging Markets, Bonds, Stata, Mathematica, Statistical Modeling, Public Speaking, Foreign Exchange..., Photoshop, QuarkXPress, Illustrator, InDesign
Education
Harvard University 2009 — 2013
Master of Arts (MA), Sustainable Management in the School of Continuing Education
Bryn Mawr College 2003 — 2007
Bachelor of Arts (BA), Economics, Environmental Studies
ZeroChaos August 2011 - Present
State Street Bank August 1987 - December 2008
Skills
Employee Engagement, Talent Management, Performance Management, Employee Relations, Onboarding, Change Management, Succession Planning, Talent Acquisition, Vendor Management, Leadership Development, Business Analysis, HRIS, Process Improvement, Budgets, Program Management, Recruiting, Organizational..., Employee Training, Coaching, Human Resources, Training, Management, Interviews, Personnel Management, Technical Recruiting, Applicant Tracking..., Organizational..., College Recruiting, Training Delivery, Sourcing, Consulting, Contract Recruitment, Employee Benefits, HR Policies, PeopleSoft, Screening Resumes, Recruitment Advertising, New Hire Orientations, Organizational Design, Deferred Compensation, Workshop Facilitation, Internet Recruiting, Staff Development, Screening, Leadership, Building Relationships, Staffing Services, Financial Services, Executive Coaching, Management Consulting
Education
Brown University 1984 — 1986
Bachelor of Arts, Social Psychology
Bridgewater State College 1983 — 1984
Psychology
Apollo Group January 2006 - Present
State Street Bank 1998 - 2003
Skills
Network Engineering, Network Security, Cisco Technologies, Juniper, Cisco IOS, Avaya IP Telephony, Avaya Communication..., Avaya Aura, Cisco Nexus, F5 BigIP, Checkpoint, Firewalls, VMware, Network Architecture, OSPF, Data Center, Cisco Wireless, TCP/IP, Cisco Routers, Disaster Recovery, DNS, Switches, Routers, DHCP, VPN, MPLS, LAN-WAN, Security, WAN, Active Directory, Load Balancing, BGP
Education
Bryant University 1988 — 1992
Bachelors of Science, Business Adminstration
ING 2008 - 2010
CitiStreet January 2000 - June 2008
State Street Bank October 1996 - December 1999
Skills
Customer Relations, Data Entry, Banking, Outlook, Lotus Notes, Problem Solving, Customer Service, Microsoft Excel, Sales, Recruiting, Employee Benefits, Leadership, Human Resources, Team Building
Education
Bridgewater State College 1975 — 1975
6 credits toward a Masters Degree, Education
University of Massachusetts, Amherst
B. A., Sociology and Psychology
BERTUCCI'S INC September 1993 - Present
State Street Bank August 2000 - September 2003
State Street Bank June 1999 - August 2000
Education
Bridgewater State University
Bachelor of Science Degree, Management Science; Major; Finance
Weymouth Bank April 2013 - Present
State Street Bank July 1998 - April 2013
Skills
Fund Accounting, Relationship Management, Global Custody, Fixed Income, Derivatives, Financial Services, Mutual Funds, Asset Management, Equities, Securities, Corporate Actions, Fund Administration
Education
Bridgewater State College 1994 — 1998
Bachelor of Science (B.S.), Accounting and Finance
Verizon Wireless July 2007 - Present
Verizon Wireless July 2007 - Present
State Street Bank July 1998 - March 1999
Skills
Telecommunications, Wireless, Direct Sales, Solution Selling, Account Management, Sales Management, Mobile Devices, Call Center, Customer Retention, Sales Operations, Sales, Customer Satisfaction, VoIP, Sales Process, Customer Experience
Education
Bridgewater State College 1994 — 1998
Psychology
Saint Anselm College
Boston Options Exchange October 2012 - Present
State Street Bank January 2012 - October 2012
Merrill Lynch June 2010 - August 2010
Skills
Derivatives, Bloomberg, Options, Options Strategies, CCP, Swaps, Interest Rate Swaps, Credit Derivatives, Corporate Actions, Microsoft Office, Market Data
Education
Bryant University 2007 — 2011
Bachelor of Science in Business Administration, Finance
Framingham State University
State Street Bank October 2012 - Present
State Street Bank September 2012 - Present
State Street Investment Analytics January 2011 - October 2012
State Street Bank & Trust January 2009 - January 2011
Investors Bank & Trust, Sacramento January 2006 - January 2009
Barclays Global Investors, Sacramento/SF January 2001 - January 2004
Barclays Global Investors, Sacramento January 2000 - January 2001
Skills
Visual Basic 5.0/6.0, Equities, Bonds, Account Reconciliation, Investments, Valuation, Financial Modeling, Derivatives, Management, Securities Lending, Financial Risk, Quantitative Analytics, MBS, Portfolio Management, CDS, Asset Management, Mutual Funds, Financial Analysis, Settlement, Trading, Internal Controls, Bloomberg, Money Market, Swaps, Risk Management, Fixed Income, Securities, Alternative Investments, Fund Accounting, Asset Allocation, Middle Office
Education
California State University, Fresno 1995 — 1999
Bachelor of Science (BS), Finance, General
Munters 2010 - Present
State Street Bank August 2008 - September 2010
Education
Bryant University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Finance, General
State Street Bank
Skills
Customer Service, Microsoft Word, Microsoft Excel, Finance, Banking
Education
Bridgewater State University 2005 — 2008
Bachelor's degree, Accounting, Actuarial Science
Westfield State University 2001 — 2002
Accounting
First Republic Private Wealth Management November 2013 - Present
State Street Bank January 2012 - November 2013
Brown Brothers Harriman January 2011 - January 2012
Skills
Advent Products- APX,..., Custodial Products- SEI..., Management, Bloomberg, Portfolio Management, Trading, Equities, Securities, Mutual Funds, Fixed Income, Customer Service
Education
Bryant University 2010 — 2010
Master of Business Administration, Finance and Financial Management Services
Bryant University 2005 — 2009
Bachelors of Science in Business Administration, Finance and Financial Management Services