State Street Bank
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Assets under management: 2.782 trillion USD (2017) Headquarters: Boston, Massachusetts, United States Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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4,182 State Street Bank employees in database. Find out everything there's to know about State Street Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Bank Employees
Zions First National Bank August 2014 - Present
Zions First National Bank January 2003 - August 2014
State Street Bank May 1997 - December 2002
U.S. Bank, N.A. 1995 - May 1997
Bank of America, N.A. 1993 - 1995
Skills
Bonds, Banking, Portfolio Management, Asset Managment, Finance, Investments, Risk Management, Fixed Income, Cash Management, Securities, Asset Management, Capital Markets, Mergers & Acquisitions
Education
Claremont Graduate University 1990 — 1992
MA, Economics
California State University-Fullerton
BA, Economics
State Street Bank February 2015 - Present
East Boston YMCA November 2014 - Present
State Street January 2013 - Present
Chelsea Collaborative November 2010 - August 2012
Skills
Accounting, Teamwork, Photoshop, Account Reconciliation, Finance, Time Management, Data Entry, Research, Market Research, Accruals, Microsoft Office, Community Outreach, Bilingual-English/Spanis..., Communication Skills, Customer Service, Community Service, Financial Analysis, Bloomberg, Fund Accounting, Microsoft Excel
Education
Cambridge College 2012 — 2013
Accounting and Finance
CalSTRS March 2015 - Present
Tricon American Homes June 2014 - March 2015
Gryphon Investors September 2012 - April 2014
State Street Bank June 2011 - September 2012
Second Eight Hours, LLC November 2011 - November 2011
CBS Radio - KYMX Mix 96.1 January 2011 - June 2011
Blackburne & Sons Realty Capital Corporation August 2010 - November 2010
Administrative Systems, LLC April 2010 - August 2010
Intel November 2008 - November 2009
Skills
Market Research, Accounting, Forecasting, Financial Analysis, Business Strategy, Business Analysis, Financial Accounting, Marketing Strategy, Marketing, Marketing Communications, Social Media Marketing, Fund Accounting, Mutual Funds, Fund Administration, Private Equity, Real Estate, Commercial Real Estate, Data Analysis, Analysis, Finance, Investments, Portfolio Management, Competitive Analysis, Microsoft Excel, Budgets, Management, Training, Business Planning, Corporate Finance, Financial Statements, Financial Reporting
Education
California State University-Sacramento 2008 — 2011
Master of Business Administration (MBA)
University of California, Davis 2004 — 2008
Bachelor of Arts, Economics Major, Psychology Minor
Boston Children's Hospital October 2014 - Present
State Street Bank April 2013 - Present
Momentum Athletic Club October 2010 - Present
East Boston Neighborhood Health Center October 2011 - August 2012
UFood Grill February 2010 - August 2012
Interior Ministry of National Security July 2007 - September 2009
Call Center January 2006 - May 2007
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Customer Service, Coaching, Teaching, Outlook, Event Planning, Teamwork, Fundraising, Nonprofits, Social Media, Leadership
Education
Urban league 2013 — 2013
certificate, Accounting
International Institute of Boston 2012 — 2012
Certificate, Customer Service
USA Track and Field 2012 — 2012
Online Certificate, Soccer and Track and Field
Cambridge College 2011 — 2012
Certificate, medical Interpreting
University Of Literature and Human Sciences 1999 — 2004
Bachelor of Applied Science (B.A.Sc.), Applied Linguistics, 3
State Street Bank January 2013 - Present
Hi-Lo foods January 2010 - February 2011
Roxbury Physical Therapy April 2009 - March 2010
Skills
Fund Accounting, Outlook, Account Reconciliation, Mutual Funds, Hedge Funds, Financial Analysis, Microsoft Word, Accounting, Customer Service
Education
Year Up - Cambridge College 2012 — 2013
Finance
Cambridge College
(Freelance) January 2001 - Present
Boku, Inc. May 2014 - June 2015
Boku, Inc. November 2013 - June 2015
Google April 2012 - September 2012
Campbell Soup Company April 2010 - December 2010
(Freelance) April 2003 - December 2010
Lash Group June 2008 - May 2009
State Street Bank June 2007 - February 2008
State Street June 2007 - February 2008
UC Davis ~ Institute Of Governmental Affairs (IGA) June 2006 - September 2006
Skills
Troubleshooting, CSS, Linux, Hardware Installation, Technical Support, Networking, Python, Software installation, JavaScript, jQuery, Desktop Troubleshooting, Computer hardware..., Computer Repair, Active Directory, MySQL, IT Specialist, Remote Access, Windows, Photoshop, Microsoft Office, Computer Hardware, Ubuntu, Troubleshooting hardware, Ubuntu Server 12.04, Shell Scripting, Matlab, Installation, STATA, Hardware Diagnostics, Acronis, RMA, Router Configuration, Software Configuration..., Adobe Creative Suite, Lightroom, Vim
Education
Free Code Camp 2015 — 2015
Full Stack Web Development, Computer Software Engineering
University of California, Davis 2004 — 2006
Bachelor's, Economics, Geography/Geographic Information Systems
City College Of San Francisco 2009 — 2010
classes in Java, Ruby, Perl, Discrete Math, and Physics (Classical Mechanics and Electromagnetism)
City College of San Francisco 2001 — 2004
transfer requirements for UC Davis
Franklin Templeton Investments May 2013 - Present
State Street May 2011 - May 2013
State Street Bank October 2005 - May 2011
E*TRADE Financial April 2000 - October 2005
Skills
Accounting, Corporate Actions, Operations Management, Recon, Investments, Bloomberg
Education
CSU Sacramento 1995 — 1999
Bachelor of Science (B.S.), Criminal Justice
Priority Source Staffing, Inc. April 2012 - Present
Staffmark January 2010 - July 2011
Children's Hospital Boston 2008 - June 2009
The Skill Bureau June 2006 - May 2008
Clark University July 2003 - May 2006
TEKsystems 2002 - 2003
Self Employed 2002 - 2003
State Street Bank 2001 - 2002
Client Server Engineering Services Corp. 1999 - 2001
Ciber 1997 - 1999
Skills
Employee Relations, Recruiting, College Recruiting, Performance Management, Human Resources, Training, Staffing Services, Leadership, Temporary Placement, Interviews, Vendor Management, Resume Writing, Organizational..., Management, Temporary Staffing, Employee Benefits, Hiring, Business Development, CRM, Career Counseling, Account Management, Strategy, Consulting, Team Building
Education
Cambridge College 2003 — 2006
Masters, Psychological Studies
Norwich University 1990 — 1994
State Street Bank July 2012 - Present
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Entrepreneurship, Administration
Education
Cambridge College 2012 — 2013
Year Up Inc. 2012 — 2013
State Street Bank July 2012 - Present
Au Bon Pain July 2011 - January 2012
Stop & Shop September 2010 - October 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Social Media, Data Entry, Outlook, Research, Time Management, Sales, Equities, Training, Leadership, Access, Windows, Team Leadership
Education
Cambridge College 2012 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Cambridge College
B.S, Management
Year Up, Inc
California State University, Chancellor's Office 2006 - Present
Hawthorne Savings Bank 1999 - 2005
Student Education Loan Marketing 1997 - 1999
State Street Bank 1996 - 1997
The Seidler Companies 1991 - 1995
Skills
Analysis, Financial Analysis, Strategic Planning, Asset Liability..., Asset based lending, Equipment..., Public Private..., Real Estate Residential..., Municipal Bonds, Budgets, Nonprofits
Education
California State University-Long Beach
Master of Business Administration (MBA)
California State University-Los Angeles
Bachelor of Business Administration (BBA), Finance
First Tuesday
Real Estate Broker Licensure, Real Estate Continuing Education
Integral Development Corp. April 2014 - Present
State Street Bank 2007 - 2013
Currenex March 2005 - March 2007
Moody's Corporation June 2003 - November 2004
Money Line Telerate March 2002 - May 2003
IPC/IxNet January 2000 - March 2002
Thomson Reuters January 1990 - January 2000
Skills
Fixed Income, Equities, Financial Services, Mutual Funds, Securities, Derivatives, Bloomberg, Investments, Hedge Funds, Portfolio Management, Banking, Asset Management, Risk Management, Trading, Market Data
Education
Brooklyn College 1978 — 1982
Bachelor's degree, Economics
CSU Office of the Chancellor May 2006 - Present
Hawthorne Savings FSB 1999 - 2005
Student Education Loan Marketing Corporation 1997 - 1999
State Street Bank 1996 - 1997
Seidler-Fitzgerald Public Finance 1991 - 1996
Skills
Credit analysis, Financial Statement..., Financial Modeling, Strategic Planning, asset liability..., muncipal bond financing, muni bond structuring..., Real Estate Financing, Residential Real Estate..., Energy project financing
Education
California State University-Long Beach - College of Business Administration
Masters, Business Adminstration
California State University-Los Angeles
Bachelor's degree, Major: Finance/Minor: Economic
Rockland Trust December 2014 - Present
National Amusements September 2014 - February 2015
State Street Bank August 2013 - August 2014
Comfi July 2012 - October 2012
Rockland Trust May 2011 - December 2011
Beales LLC July 2010 - June 2011
Eblens November 2007 - January 2011
Skills
Microsoft Office, Windows, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Data Entry, Personal Finance, Customer Service, Teamwork, Accounting, Spanish, Organization, Typing, Windows 7, Social Media, Time Management, Access, Leadership
Education
Cambridge College 2013 — 2014
N/A, Information Technology
Year Up Boston 2013 — 2014
Information Technology Certificate, Information Technology
Rhode Island College 2009 — 2011
N/A, Business
State Street February 2014 - Present
State Street Bank January 2013 - Present
Raymond James Financial February 2012 - May 2012
State Street Bank June 2011 - September 2011
Prudential Financial May 2009 - September 2009
Skills
Microsoft Excel, PowerPoint, Time Management, Financial Analysis, Microsoft Word, Microsoft Office, Social Media, Customer Service, Event Planning, QuickBooks, Leadership, Facebook, Social Networking, Mutual Funds, Social Media Marketing, Outlook, Instagram, Tumblr, Marketing, Twitter, Communication Skills, Strategic Financial..., Bloomberg, Bloomberg Terminal, Dividends, High Yield Bonds, APX, Account Reconciliation, Bank Reconciliation, Foreign Investment, Advent, ACD, operations, Global Operations
Education
University of Tampa - John H. Sykes College of Business 2010 — 2013
Bachelor of Science (B.S.), Business-Management
Wellesley High School 2004 — 2008
Clark University
Tilton
Tilton
UMass Boston January 2012 - Present
State Street Bank January 2013 - May 2013
UMass Boston September 2012 - May 2013
Becker Professional Education March 2012 - May 2013
IRS Volunteer Income Tax Assistance January 2013 - April 2013
KPMG China November 2010 - December 2010
China Construction Bank July 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Stata, PowerPoint, Teamwork, Team Leadership, Bloomberg, Bloomberg Terminal, Accounting, Data Analysis, Financial Analysis, Market Research, Financial Reporting, Time Management, Management, Accounts Receivable, Auditing
Education
University of Massachusetts Boston 2013 — 2014
Master of Science Accounting, Accounting, 3.74
University of Massachusetts Boston 2011 — 2013
Master of Science Finance, Finance, General, 3.74
Central University of Finance and Economics 2007 — 2011
Bachelor of Management, Financial Management, 3.72
State Street August 2010 - Present
Renaissance Partners, LLC September 2009 - May 2010
ThoughtForm Design June 2009 - August 2009
State Street Bank June 2006 - April 2008
Skills
Financial Modeling, Financial Analysis, Management Consulting, Strategic Planning, Equities, Analysis, Investment Banking, Investments, Venture Capital, Finance, Mergers, Financial Risk, Business Planning, Bloomberg, Fixed Income, Derivatives, Valuation, Management, Capital Markets, Corporate Finance, Auditing, Portfolio Management, Mergers & Acquisitions, Leadership
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA, Finance, Marketing and Strategy
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA, Finance, Marketing, Strategy
UNIVERSITY OF ROCHESTER 2002 — 2006
Bachelor of Arts, Economics, Mathematics
State Street Bank April 2013 - Present
State Street April 2011 - April 2013
Skills
Account Reconciliation, Microsoft Excel, Fund Administration, Hedge Funds, Alternative Investments, Sarbanes-Oxley Act, Financial Analysis, Fund Accounting, Access, Financial Reporting, Outlook, Accounting, US GAAP, Financial Accounting
Education
Hunter College
Bachelor's degree, Accounting
State Street May 2015 - Present
State Street Bank June 2012 - May 2015
State Street June 2007 - June 2012
The Clubhouse at Rancho Solano December 2002 - December 2007
Kinetics Systems, inc January 2001 - September 2002
Skills
Mutual Funds, Fund Accounting, Bloomberg, Financial Analysis, Equities, Fixed Income, Hedge Funds, Asset Management, Alternative Investments, Investments, Fund Of Funds, Portfolio Management, Fund Administration, Valuation, Derivatives, Securities, Risk Management, Financial Services, Accounting, Corporate Actions, •Strategic Planning, Team Building, Communicating, Client relationship...
Education
CSU Sacramento 2005 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Solano Community College 2002 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Union Bank May 2015 - Present
Union Bank October 2012 - May 2015
State Street Bank January 2012 - October 2012
State Street January 2007 - February 2012
State Street Corporation May 2005 - January 2007
Harvey & Company LLC August 2004 - March 2005
RETIREMENT PROTECTION GROUP August 2003 - May 2004
Skills
Derivatives, Bloomberg, Swaps, Mutual Funds, Fixed Income, Trading, Finance, Banking, Bonds, Credit Derivatives, Corporate Actions, Middle Office, Bloomberg Terminal, Securities, Financial Markets, Equity Derivatives, Interest Rate Swaps, CDS, Collateral Management, Interest Rate..., Microsoft Excel, Calypso, Excel, Capital Markets, Total Return Swaps
Education
California State University-Long Beach 1999 — 2004
Finance, Investment Management, Finance
State Street Bank July 2012 - Present
Year Up March 2012 - Present
Dunkin Donuts August 2010 - May 2012
University of Massachusetts November 2008 - May 2009
State Street June 2008 - August 2008
Skills
Interpretation, Typing, Microsoft Office, Teamwork, Independence, Close Attention to..., Open Minded, Innovator
Education
Jeremiah E. Burke 2004 — 2008
High School Diploma
Cambridge College
University of Massachusetts
High School Diploma, business
Year Up, Inc
B.S, Business Management
State Street February 2014 - Present
Macy's June 2014 - Present
Macy's March 2013 - June 2014
State Street Bank July 2013 - January 2014
4 Quarters Bargain Center Plus October 2011 - February 2013
Skills
Time Management, Accounting, Finance, Teamwork, Data Analysis, PowerPoint, Outlook, Leadership, Retail, Customer Satisfaction, Analysis, Microsoft Excel, Access, Data Entry, Microsoft Word, Microsoft Office, Banking, Inventory Management, Valuation
Education
Cambridge College 2013 — 2013
Quincy College 2010 — 2010
Associate's degree, Business/Managerial Economics, 24 credits earned
Goodell Porter Sanchez & Bright September 2014 - Present
State Street Bank January 2014 - August 2014
Income Tax & Accounting Professional Services January 2013 - May 2013
Deset Valley Hospital December 2010 - January 2013
CSUSB January 2012 - April 2012
Skills
Microsoft Excel, QuickBooks, Microsoft Office, Microsoft Word, Tax, Solid computer skills, Visio, Tax Software, PowerPoint, Tax Preparation, Lacerte, Accounting, Financial Reporting, Tax Returns, Financial Analysis
Education
California State University-San Bernardino 2007 — 2013
Master of Science (MS), Accounting
Brandeis University 2009 - Present
City of Boston March 2000 - December 2008
State Street Bank September 1998 - March 2000
New England Baptist Hospital September 1987 - September 1998
Skills
PeopleSoft, SQR, PeopleTools, PeopleCode, SQL, HRIS, Security, Payroll, Benefits, Problem Solving, Application Development, Time and Labor, Project Coordination, Employee Benefits, Software Development, ERP, PL/SQL, Oracle, SDLC, Program Management, Crystal Reports, Human Resources, Interfaces, Software Documentation, Requirements Gathering, Databases, Requirements Analysis, Integration, Business Analysis, Business Intelligence, Business Process, Systems Analysis, Management, Oracle Applications, Analysis, Personnel Management, Talent Acquisition, Software Implementation, Data Analysis
Education
Springfield College 1982 — 1986
BS, Biology, Chemistry, Summa Cum Laude
Baystate Medical Center School Of Medical Technology
MT(ASCP), CLS(NCA), Clinical Laboratory Science
Clark University
Certificate Program, Client Server Application Development
Intelligent Capital Reserve Group August 2009 - Present
WholePoint II January 2008 - August 2009
Mirage Networks January 2005 - December 2007
Wholepoint Corp. July 2001 - 2004
NetCurrents Services Corp December 1999 - June 2001
Infolocity Corp. November 1998 - December 1999
State Street Bank 1995 - 1998
LGT Asset Mgt 1993 - 1995
Skills
Start-ups, Entrepreneurship, Business Development, Management, Cross-functional Team..., Analysis, Consulting, Direct Sales, Project Management, Strategy, Contract Negotiation, Sales, Product Development, Strategic Partnerships, Portfolio Management, New Business Development, Go-to-market Strategy, SaaS, Selling, Enterprise Software, Executive Management, Association Capital..., Trustee Investments, Principal Investments, Asset Allocation, Life Insurance, Health Insurance, Long Term Care Insurance, Disability Insurance, Reserve Studies
Education
Central Michigan University 1989 — 1993
B.S.
Traverse Health Clinic January 2008 - Present
Munson Medical Center January 2005 - Present
ROI Direct March 1999 - November 2000
Sephora.com March 1999 - November 1999
State Street Bank 1997 - 1999
State Street Corp 1996 - 1999
State Street Bank 1996 - 1999
Fidelity Investments 1996 - 1997
American Management Systems 1993 - 1995
Computer Sciences Corporation 1990 - 1993
Skills
Database Development, Database Administration, Relational Databases, Data Modeling, Database Management, Database Design, Healthcare IT, Data Analysis, Data Warehousing, SQL, Data Integration, Databases, Customer Relations, Data Quality, Windows, Business Analysis, Data Management, Integration, Customer Service, Administration, Requirements Analysis, Linux, HTML, Process Improvement, Troubleshooting, Software Documentation
Education
Central Michigan University 1977 — 1983
B.S.
Chesaning High School 1974 — 1977
State Street Bank March 2007 - Present
Citizens Bank July 2005 - February 2007
The Lobster Hut June 1998 - July 2005
Education
Western Governors University 2007 — 2011
Cape Cod Community College
Psychology as well as English courses
Western Governors University
Wasserstein & Co. February 2014 - Present
State Street Bank September 2012 - January 2014
Pali Capital June 2006 - July 2009
Intermodal Management System December 2005 - February 2006
Skills
Microsoft Excel, Microsoft Word, MAS500, QuickBooks, Fidessa, Thompson, Reuters, Bloomberg Terminal, PowerPoint, OTC, DTC, Derivatives, Sales Operations, International Operations, Trade Regulation, Emerging Markets, Financial Analysis, EMEA, Crystal Reports, AWD, Portfolio Management, FX trading, Account Reconciliation, Fixed Income, Securities, Equities, Mutual Funds, Equity Trading
Education
City University of New York-College of Staten Island 2005 — 2012
Bachelor of Science (BS), Finance, General
City University of New York-College of Staten Island 2005 — 2012
BS, Economics
Sodexo October 2011 - Present
Beth Israel Deaconess Medical Center September 2007 - September 2011
Saint Anne’s Hospital November 2004 - September 2007
State Street Bank March 2003 - March 2004
Quincy Medical Center October 2000 - March 2003
Lowell General Hospital March 1997 - October 2000
Boston Medical Center April 1993 - March 1997
Jenny Craig September 1991 - March 1993
Skills
Food & Beverage, Operations Management, Culinary Skills, Hospitality Management, Hospitality, Food Service, Training, Catering, Event Planning, Team Building, Food, Inventory Management, Budgets, Customer Satisfaction, Purchasing, Management, Food Safety, Recruiting
Education
Hunter College 1982 — 1984
Bachelor of Applied Science (B.A.Sc.), Foods, Nutrition, and Related Services
Laguardia Community College 1980 — 1982
Associates in Applied Science Degree, Dietetic Technician
State Street July 2014 - Present
State Street Bank January 2013 - June 2014
State Street Bank April 2011 - December 2012
State Street Bank April 2010 - March 2011
State Street Bank January 2009 - March 2010
Prime Flight Aviation August 2006 - March 2008
Skills
Fixed Income, Equities, Bloomberg, Microsoft Office, Financial Reporting, Accounting, Mutual Funds, Problem Solving, Event Planning, Derivatives, Time Management, Leadership, Training, Account Reconciliation, Analysis, Finance, Portfolio Management, Corporate Actions, Financial Services
Education
New England College of Business and Finance
Master of Business Administration (M.B.A.), Finance Management, 3.45
Northeastern University
Bachelor of Science in Finance and Accounting Management, Summa Cum Laude, GPA 3.85
Year Up 2008 — 2009
Year Up - Investment Operations certificate, Business Management
Ecole Supérieure de Communication et de Gestion (ESCG) Brussels, Belgium 2004 — 2005
Communication and Management
EMC 2010 - Present
Syntel 2009 - 2010
State Street 2007 - 2009
Investors Bank & Trust 2004 - 2007
Investors Bank & Trust 2001 - 2004
Investors Bank & Trust 1999 - 2001
Investors Bank & Trust 1996 - 1999
Signature Financial Group 1995 - 1996
State Street Bank 1994 - 1995
Skills
SDLC, Program Management, Project Management, Software Project..., Vendor Management, Business Analysis, PMP, Software Development, Business Process, Enterprise Architecture, IT Strategy, Requirements Analysis, Management, Team Management, PMO, Project Planning, Integration, Analysis, Leadership, Security, Strategic Planning, Project Portfolio..., IT Operations, Information Technology, IT Management, Risk Management, Disaster Recovery, ITIL, Business Application..., Applications Software..., Resource Management, Project Delivery, Mutual Funds, Business Intelligence, Data Center, Mitigation, Mentoring, Financial Reporting
Education
Clark University 2011 — 2016
Master of Business Administration
University of Massachusetts at Amherst - Isenberg School of Management 1990 — 1994
Bachelor of Business Administration
Beverly High School 1986 — 1990
Bank of New York Mellon May 2007 - Present
Brown Brothers Harriman May 2006 - May 2007
Deutsche Bank December 2005 - May 2006
State Street Bank June 2004 - December 2005
Wellington Management February 2000 - June 2004
Skills
Fixed Income, Hedge Funds, Securities, Valuation, Analysis, Credit, Mutual Funds, Private Equity, Account Reconciliation, ABS, Accounting, Bloomberg, Capital Markets, Derivatives, Portfolio Management, Investments, Bonds, Loans, Financial Modeling, Equities, Financial Markets, Corporate Finance
Education
City University of New York-Brooklyn College 2008 — 2010
Masters of Science, Economics
UMass Boston 2001 — 2004
Bachelors of Arts, Economics
Sears Holdings Corporation May 2014 - Present
BJ's Wholesale Club November 2013 - April 2014
State Street Bank January 2013 - July 2013
Shaw's Supermarkets May 2012 - November 2012
Skills
Microsoft Excel, Microsoft Word, Outlook, Customer Service, Communication Skills, Teamwork
Education
Quincy College 2014 — 2016
High School, General Studies
Cambridge College 2012 — 2013
Finance and Financial Management Services
MIT Media Lab January 2015 - Present
State Street Bank January 2013 - Present
State Street August 2012 - January 2013
Year Up Inc. March 2012 - January 2013
East Cambridge Savings Bank August 2009 - May 2012
Skills
Customer Service, Teamwork, Youth Development, Microsoft Excel, Research, Microsoft Word, Public Speaking, Volunteer Management, Windows Vista, XP, Program Development, PowerPoint, Strategic Planning, Time Management, Management, Analysis, Outlook, Windows 7, Access, Accounting, Training, Mutual Funds
Education
Lesley University 2015 — 2017
Business, Management, Marketing, and Related Support Services
Cambridge College 2012 — 2013
Year Up, Inc 2012 — 2013
Somerville High School 2003 — 2007
State Street Bank July 2012 - Present
State Street Bank January 2012 - July 2012
Skills
Equities, Bloomberg, Mutual Funds, Access, Fund Accounting, Securities, Corporate Actions, Fixed Income, Fund Administration, Global Custody, Hedge Funds, Asset Management, Financial Services
Education
Cambridge College 2011 — 2015
Bachelor's Degree, Finance and Financial Management Services
West Roxbury High School 2004 — 2007
High School Diploma, Technology and Health
State Street Bank 2000 - Present
Skills
Derivatives, Fixed Income, Back Office, Mutual Funds, Securities, Bloomberg, Hedge Funds, FX Options, Financial Services, Equities, Asset Management, Middle Office, Capital Markets, Investments, Banking, Credit Derivatives, Global Custody, Portfolio Management, Corporate Actions, Alternative Investments, Bonds, Risk Management, Business Analysis, Settlement, Trading Strategies, Swaps
Education
Chapman University, The George L. Argyros School of Business and Economics
MBA, Finance
St. Mary's Hospital September 2013 - Present
Children's Hospital Boston July 2010 - March 2011
State Street Bank February 2008 - November 2008
Investors Bank & Trust February 2005 - July 2007
Staffing Solutions 2003 - 2005
PSG 2000 - 2003
GBRS 1992 - 1996
Skills
Career Development, Recruiting, Talent Management, Onboarding, Interviews, SDLC, Applicant Tracking..., Human Resources, Talent Acquisition
Education
Naugatuck Valley Community College 2011 — 2013
R.N. State of Connecticut Registered Nurse License (Active), Registered Nursing/Registered Nurse
City University of New York-Hunter College 1981 — 1986
BA, Psychology
State Street Bank January 2013 - Present
Depot Square Grill December 2011 - January 2012
Skills
Windows Server, Microsoft Excel, Microsoft Office, Troubleshooting, Help Desk Support, Customer Service, Outlook, PowerPoint, HTML, HTTP, Active Directory, Interchange, MCH, Security, Lockout, BMC Remedy, PC and Hardware
Education
Cambridge College 2012 — 2013
Bachelor of Science, Business Management
Year Up, Inc 2012 — 2013
Medford High School 2009 — 2012
United States Marine Corps December 2008 - Present
National Financial June 2007 - August 2008
State Street Bank September 2006 - June 2007
Pershing 2005 - 2006
Skills
Security Clearance, Operational Planning, Military Experience, Team Building, Military, Military Operations, Strategic Planning, Public Speaking, Command, Military Logistics, Force Protection, Weapons, Navy
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
BS, Business Administration-Finance
Choate Rosemary Hall
Independent Contractor August 2015 - Present
InsPro Technologies March 2014 - July 2015
TD Bank July 2013 - March 2014
De Lage Landen April 2012 - July 2013
Lincoln Financial Group March 2011 - February 2012
TD Bank June 2010 - February 2011
State Street Bank April 2009 - September 2009
BusinessEdge Solutions July 2006 - September 2008
Citizens Bank July 2006 - August 2008
ILOG October 2005 - July 2006
Skills
Program Management, Project Management, Vendor Management, Executive Communications, Risk and Crisis..., Client Relationship..., Thought Leadership, Full SDLC Systems..., Problem Solving, Strategic Thinking, CMM, Large Group Facilitation, Teaching Experience, Staff Mentoring, Basel II, CRM, Cross-functional Team..., Outsourcing, SDLC, PMP, Workshop Facilitation, PMO, Integration, Management, Business Process..., Communication Training, Teacher Training, Business Analysis, Change Management, IT Strategy
Education
Clarkson University
BS, Mathematics
University of Delaware
Business Administration
Smart Cookie Company April 2004 - Present
Cambridge Financial Center September 2002 - April 2004
Fatbrain.com January 2000 - January 2002
State Street Bank October 1996 - January 2000
Education
University of California, Santa Barbara 1994 — 1996
Bachelor of Arts
California State University-East Bay 1992 — 1994
Sierra College 1990 — 1992
CIBC Mellon September 2014 - Present
CIBC Mellon November 2007 - Present
State Street Bank July 2006 - November 2007
CIBC April 2001 - July 2006
Skills
Asset Management, Mutual Funds, Securities, Bloomberg, Administrative Support, Banking, Customer Service, Fundraising, Internet, KPI, Team Leadership, Microsoft Office, Lotus Notes, Outlook, Outsourcing, PowerPoint, Retail, Social Media, Team Building, Teamwork, Testing, Visio, Word, Yahoo
Education
Centennial College 1997 — 2000
3 years, International Business
Centennial College 1997 — 2000
Diploma, International Business
State Street Bank May 2013 - Present
Lane International Trading April 2012 - May 2013
CalSTRS March 2008 - February 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Customer Service, Financial Reporting, QuickBooks, Bookkeeping, Auditing, Tax, Research, English, Time Management, Income Tax, Public Speaking, Windows, Accounts Payable
Education
California State University-Sacramento 2006 — 2011
Bachelor's of Science in Finance
City Treasure Homes, LLC November 2013 - Present
State Street Bank June 2011 - Present
State Street Bank July 2005 - June 2011
State Street Bank January 2005 - July 2005
Young Witnesses 2003 - 2004
Skills
Customer Relations, Research, Corporate Actions, Reporting & Analysis, System Testing, Document Management, Business Process, Procedures Manuals, SharePoint, Dreamweaver, FrontPage, Web Services, Lotus Notes, Lotus Domino, Microsoft Office 2003, Microsoft Office 2007, HTML, CSS, JavaScript, SQL, ClearCase, ClearQuest, Workflow, Lean IT, Customer Service, Requirements Analysis, Databases, Training, Analysis, Access, Bloomberg, PowerPoint, Outlook, Business Analysis, SDLC, Testing, Technical Support, BMC Remedy, Administration, Microsoft Office, Business Requirements, Visio, Software Documentation, Microsoft Excel, Time Management
Education
ONLC Training Center 2012 — 2012
Certification, Business Analysis for the IT Professional
Cambridge College 2005 — 2011
Bachelor in Business, Business Management
Year Up 2004 — 2005
Cerificate, Web Production
Jeremiah E. Burke High 2003 — 2004
High School, High School/Secondary Diploma Programs
Bottom Line February 2015 - Present
The Marble Collection, Inc. [TMC] January 2015 - Present
The Office of Career Services and Internships, Umass Boston September 2014 - Present
The Admission Office, Umass Boston February 2014 - January 2015
Let's Get Ready May 2014 - July 2014
State Street Bank June 2013 - August 2013
Vertex Pharmaceuticals June 2012 - August 2012
Teen Voices Magazine August 2009 - August 2012
Teen Voices Magazine February 2009 - August 2009
Skills
Computer: Proficient in..., Language: Fluent in..., Editing, Microsoft Excel, PowerPoint, Leadership, Interviews, Volunteer Management, Public Speaking, Community Outreach, Nonprofits, Social Networking, Event Planning, Microsoft Office, Coaching, Recruiting, Social Media, Research, Fundraising, Facebook, Microsoft Word
Education
University of Massachusetts Boston 2013 — 2016
Bachelor's Degree, Business/Corporate Communications, Management Minor
Clark University 2012 — 2013
Business Administration and Management, General
John D. O'Bryant High School 2009 — 2012
Diploma, 3.19
EY July 2014 - Present
EY June 2013 - August 2013
State Street Bank November 2012 - December 2012
State Farm Insurance May 2012 - August 2012
Skills
PowerPoint, Public Speaking, Finance, Critical Thinking, Research, Microsoft Excel, Microsoft Word, Social Media, Analysis, People-oriented, Management, Data Analysis, Indian cuisine, Financial Analysis, 100 WPM Typing, Teamwork, Customer Service, Anti Money Laundering, Actimize, LexisNexis, Due Diligence, Budget Forecasts, Team Facilitation, Leading Meetings, Organizing Meetings, Market Research, Customer Experience...
Education
University of Wisconsin-Madison - School of Business 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Investment and Banking; Management & Human Resources: Entrepreneurship Focus
University of Wisconsin 2010 — 2014
Bachelor of Business Administration (BBA), Finance; Management & Human Resources
City University London 2012 — 2012
Bachelor of Business Administration (BBA)
Wayzata High School 2006 — 2010
State Street Bank October 2014 - Present
State Street October 2013 - October 2014
State Street August 2012 - October 2013
Wells Fargo November 2011 - August 2012
Verdeo Financial August 2011 - November 2011
Skills
Accounting
Education
California State University-Sacramento 2011 — 2013
Bachelor of Arts (B.A.), Economics
3M Health Care August 2013 - Present
Wells Fargo Advisors March 2011 - June 2013
State Street Bank September 2012 - December 2012
Skills
SQL, Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Java, Social Media, Public Speaking, HTML, Accounting, English, Windows, Financial Modeling
Education
Siena College 2009 — 2013
Bachelor of Science (B.S.), Finance
City University London 2012 — 2012
Finance, General
Markit September 2013 - Present
Virtus Partners, LLC August 2012 - September 2013
State Street Bank June 2011 - August 2012
Claremont McKenna College September 2007 - May 2011
Skills
•Client and Customer..., •Daily Time Sensitive..., •Both Team and..., •Accuracy and..., •New Employee Training..., •Extensive Microsoft..., •Various Loan..., •Intensive Cash and..., •USD and Foreign..., •Multiple External..., Customer Service, Portfolio Management, Loans, Capital Markets, Bloomberg, Microsoft Excel
Education
Claremont McKenna College 2007 — 2011
Bachelor of Arts (B.A.), Economics - Dual Degree: Classical Studies, 3.64/4.00
Sutter Health October 2012 - Present
Sutter Health August 2008 - October 2012
State Street Bank July 2007 - August 2008
State Street Bank July 2004 - March 2007
S2 Solutions July 2003 - July 2004
State of California June 2001 - June 2003
Skills
SDLC, Visio
Education
California State University-Sacramento 2000 — 2003
BS, Management Information Systems
PRO Unlimited March 2014 - Present
State Street Bank November 2013 - March 2014
State Street Bank September 2012 - November 2013
Lincoln Financial Advisors May 2011 - September 2012
Skills
Derivative Operations, Microsoft Excel, Research, Derivatives, Prime Brokerage, PowerPoint, Customer Service, Time Management, Finance
Education
California State University-Sacramento 2009 — 2012
Bachelor of Business Administration (BBA), Finance, International Business, Risk Management and Insurance
State Street Bank October 2012 - Present
State Street Bank July 2007 - October 2012
Investors Bank and Trust September 2001 - July 2007
Skills
Client Service, Reconciliation, Global Tax Reclaims, Documentation, Account Reconciliation, Tax, Microsoft Excel, Software Documentation, Client Services, Investments, Due Diligence, Equities, Financial Services, Mutual Funds, Securities, Fund Accounting, Financial Analysis, Management, Accounting, Fixed Income, Corporate Actions
Education
Stonehill College 1997 — 2001
Bachelor of Arts (B.A.), Sociology
Cambridge College
Masters, Management
Public Consulting Group July 2014 - Present
Public Consulting Group February 2012 - June 2014
State Street Bank February 2010 - March 2012
State Street June 2007 - February 2010
Skills
Business Analysis, Visio, CRM, Analysis, Cross-functional Team..., Risk Management, Management, Leadership, Integration, Product Management, Operations Management, Finance, Microsoft Excel, Data Analysis, Process Improvement, Business Requirements, Business Process..., SDLC, Program Management, Project Management, Microsoft Word, Business Intelligence, SharePoint, Change Management, Business Process, Vendor Management
Education
Clark University 2015 — 2017
Master of Business Administration (M.B.A.)
Stonehill College 2003 — 2007
BA, Economics
Foxboro High School 2000 — 2003
Liberty Mutual Investments July 2014 - Present
Liberty Mutual Investments September 2009 - Present
State Street Bank 2000 - February 2009
State Street January 2008 - January 2009
State Street October 2005 - December 2007
State Street October 2003 - October 2005
State Street Bank February 2001 - September 2003
State Street Bank June 2000 - January 2001
Skills
SDLC, Business Analysis, Process Improvement, SharePoint, Systems Analysis, Access, Microsoft SQL Server, Crystal Reports, PMI, Change Management, User Acceptance Testing, Vendor Management, PMP, Data Conversion, ITIL, Financial Systems..., Deployment Planning, Scope Management, Stakeholder Management, Requirements Management, Risk Analysis, Process Development, Data Feeds, SQL Server, Oracle General Ledger, Process Automation, Data Management, Visual Basic, MS Project, Windows 7, MS Office Automation, Data Analysis, Quality Assurance, Technical Documentation, Job Scheduling, SWIFT, Business Objects, PMBOK, Project Server, System Integration..., Status Reporting, Production Support, Real Estate, VBA, PL/SQL, VBScript, Software Project..., Master Data Management, Microsoft Dynamics, SQL Server Management...
Education
Clark University 2001 — 2002
Master Certificate
Saint Anselm College 1994 — 1999
BA
Southern Methodist University August 2015 - Present
State Street Bank July 2011 - July 2015
State Street Bank February 2011 - July 2011
State Street Bank June 2010 - February 2011
Skills
Bloomberg
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Northeastern University 2005 — 2010
Bachelor of Science; BSBA, Business Administration; Finance and Insurance
Northeastern University - School of Business Administration 2005 — 2010
Bachelors in Business Administration, Finance and Insurance
Choate Rosemary Hall 2002 — 2005
High School Diploma
Acadian Asset Management August 2007 - Present
DST International February 2003 - August 2007
Askari August 2000 - February 2003
State Street Bank February 1998 - August 2000
Federal Reserve Bank of Boston February 1989 - February 1998
Skills
Capital Markets, Management, Risk Management, Financial Services, Product Management, Business Analysis, Hedge Funds, Equities, Fixed Income, Alternative Investments, Asset Management, Bloomberg, Investment Management
Education
Clarkson University 1987 — 1988
MBA, Finance
Clarkson University 1981 — 1984
BS, Management Information Systems
TIAA-CREF June 2014 - Present
State Street Bank August 2013 - May 2014
State Street Bank July 2012 - August 2013
Clemson University August 2009 - May 2011
Office of the Honorable John F. Kerry May 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Bloomberg, Account Reconciliation, Corporate Finance, Valuation, Private Equity, Hedge Funds, Distressed Debt, Banking, Databases, Managerial Finance, Capital Markets, Market Research, Financial Analysis
Education
Clemson University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Corporate Finance, 3.51
Clemson University 2008 — 2012
Bachelor's degree, Finance and Financial Management Services
Empow Learning July 2012 - June 2013
EveryNetwork August 2005 - February 2009
Planned Parenthood League of Massachusetts August 2004 - March 2005
Museum of Science July 1997 - April 2004
State Street Bank March 1991 - July 1997
Lobb Systems Inc April 1989 - March 1991
Bannon & Co. August 1988 - April 1989
Polar Soda Co. January 1986 - July 1988
Skills
Virtualization, Windows, Disaster Recovery, VMware, Active Directory, Storage, Project Management, Blackberry Enterprise..., Program Management, Storage Area Networks, Microsoft Exchange, iSCSI, VDI, Salesforce.com, Windows Server, Security, Strategic Planning, DHCP, Cloud Computing, IT Operations, Troubleshooting, Networking, IT Management, Servers, VMware ESX, DNS, Cisco Technologies, Technical Support, Citrix, TCP/IP, SAN
Education
Clark University 1983 — 1987
BA, Gov't, International Relations
Kaneva 2004 - Present
Lancope 2003 - 2004
Thoughtmill 1996 - 2003
Attachmate 1993 - 1996
DCA 1993 - 1996
Sybase 1992 - 1993
State Street Bank 1991 - 1992
Harvard Health 1988 - 1991
Skills
Strategy, Agile Methodologies, Cloud Computing, Social Networking, PHP, Staff Retention, Strategic Thinking, Software Development, SaaS
Education
Clarkson University
MS, Electrical Engineering
Indian Institute of Technology, Madras
BS, Electronics Engineering
SSATB March 2015 - April 2015
BioClinica September 2014 - December 2014
Conair Corporation August 2013 - April 2014
Berkley Life Sciences February 2013 - May 2013
Century Packaging Inc July 2011 - May 2012
State Street Bank February 2010 - July 2011
ENVIRON 2005 - 2009
South Brunswick Board of Education 2003 - 2005
TransNet Corporation 1998 - 2003
Pharmacia Biotech 1995 - 1998
Skills
Active Directory, Windows Server, Servers, Security, Networking, Technical Support, VMware, Cisco Routers, Network Administration, System Deployment, Windows, Microsoft Office, Hardware, Customer Service, HP, Microsoft Word, Blackberry Enterprise..., SharePoint, Microsoft Certified..., Photoshop, Dell Computers, Help Desk Support, Testing, Windows 7, Windows XP, Infrastructure, Antivirus, Disaster Recovery, CCNA, Project Management, Troubleshooting, VPN, Adobe Photoshop CS4, Dell Hardware, Adobe Illustrator CS5, Cisco IOS, Cisco
Education
PC Age Certified IT Career Institute 2000 — 2001
Certificate in Internetwork Engineering, MCSE training, Network configuration
West Virginia University 1984 — 1988
Bachelors, Psychology
California University of Pennsylvania 1982 — 1984
Political Science
Boston Stock Exchange 1999 - 2001
State Street Bank 1997 - 1999
Fidelity Investments 1995 - 1997
Skills
IT Strategy, Business Intelligence, Software Project..., Business Analysis, Enterprise Architecture, SDLC, Vendor Management, Pre-sales, Team Management, Cloud Computing, Data Warehousing, Outsourcing, Management Consulting, CRM, Integration
Education
California State University-Dominguez Hills
MBA
University of Pune
B.Tech., Computer Sc.
Vidya Nikaten
Vidya Nikaten
Covariance Capital Management December 2011 - Present
Credit Suisse October 2010 - December 2011
State Street Bank July 2009 - October 2010
Harvard Management Company July 2007 - June 2009
Skills
Derivatives, Trading, Financial Modeling, Fixed Income, Options, Investment Banking, Financial Markets, Hedging, Financial Risk, Econometrics, Structured Products, Investments, Interest Rate..., Matlab, Quantitative Finance, Credit Derivatives, Financial Engineering, Valuation, Swaps, Trading Systems, FX Options, MBS, Electronic Trading, Equities, Equity Derivatives, Rates, Hedge Funds, Market Risk, Alternative Investments, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
Master of Science, Computational Finance, MSCF
Worcester Polytechnic Institute 1997 — 1999
Master of Science, Mechanical Engineering
University of Massachusetts, Amherst 1990 — 1995
BSME, Mechanical Engineering
Cold Spring Harbor Lab April 2005 - Present
Pillar Software, Inc. 1995 - 2005
NAC Digital Marketing 2003 - 2004
State Street Bank 1995 - 2004
Market Vision 1994 - 1999
Sybase 1991 - 1994
Bell Aerospace Textron January 1985 - January 1987
Unisys January 1985 - January 1987
Skills
Knowledge Management, Business Intelligence, Data Mining, C++, Spring, Data Analysis, Relational Databases, Sybase, Software Development, Distributed Systems, Java, Agile Methodologies, SQL, SOA, Web Services, Software Engineering, XML, Software Project..., Programming, Databases, Unix
Education
Polytechnic University of New York University 2008 — 2010
MS, Computer Science
Clarkson University 1981 — 1984
BS, EE
State Street Bank April 2007 - Present
E*TRADE Financial April 2003 - August 2006
California State University, Chico August 2000 - December 2002
Education
California State University-Chico 2000 — 2002
Bachelor's degree, Business Administration- Financial Services
Fidelity Investments - Eliassen Group 2014 - Present
Veritude LLC October 2012 - November 2013
Veritude LLC August 2005 - November 2008
Fidelity Investments 2005 - 2008
State Street Corporation 1994 - 2004
State Street Bank 1994 - 2004
Skills
Analysis, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Business Requirements, Risk Management, Vendor Management, Project Management, Equities, Software Project..., Business Process..., Financial Services, Management, Process Improvement
Education
University of Maine
Graduate Certificate, Digital Curation
Cambridge College
M.Ed.
Franklin Templeton Investments June 2012 - Present
State Street Bank January 2008 - December 2010
Franklin Templeton Investments 1996 - 2007
Skills
Risk Management, Change Management, Program Management, Project Management, Quality Assurance, SDLC, PMO, Portfolio Management, Vendor Management, Business Analysis, Asset Managment, Fixed Income, PMP, Financial Services, Mutual Funds
Education
California State University-Sacramento 1989 — 1993
Bachelor of Science (BS), Accounting
State Street Bank 2003 - 2005
Wells Fargo Bank 1992 - 2002
Freeman and Mills 1991 - 1992
Skills
Investments, Wealth Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2004
MBA, Business
Claremont McKenna College 1989 — 1991
BA, Mathematics/Economics
University of the Pacific 1987 — 1989
Mathematics/Economics
Caritas Christi Health Care November 2006 - Present
Caritas Norwood Hospital November 2006 - August 2010
State Street Bank November 1998 - September 2006
Massasoit Community College September 1996 - 1997
Education
Clark University 2006 — 2008
MASTER CEERTIFICATE, A+, NET+, LINUX, MCSA, SECURITY+
The Bank of New York Mellon March 1997 - September 2013
US Bank November 1993 - March 1997
State Street Bank March 1988 - November 1993
Skills
Financial Services, Corporate Trust, Banking, Portfolio Management, Fixed Income, SharePoint, Securities, Asset Management, Capital Markets, Corporate Finance, Financial Modeling, Finance, Financial Analysis, Investments, Risk Management, Analysis, Equities, Leadership
Education
California State University-Los Angeles
Bachelors of Science, Marketing
Allianz Asset Management November 2007 - Present
Capital Group 2007 - 2007
State Street Bank 2002 - 2007
Education
California State University-Fullerton 1996 — 2002
Bachelors, Business Administration w/ emphasis in Accounting
Morgan Stanley January 2012 - Present
Morgan Stanley June 2009 - December 2011
Bank of New York Mellon May 2008 - November 2008
Northepointe Solutions December 2007 - May 2008
Lehman Brothers April 2006 - October 2007
State Street Bank June 2003 - May 2005
Skills
Reference Data, Fixed Income, Asset Managment, Equities, Middle Office, Portfolio Management, Capital Markets, Securities, Alternative Investments, Investments, Hedge Funds, Trading Systems, Derivatives, Wealth Management, Risk Management, Bonds, Financial Services, Market Data, Business Analysis, Back Office
Education
City University of New York-Hunter College
State Street Bank March 2012 - Present
State Street Bank April 2005 - February 2012
Newton-Wellesley Hospital January 2005 - April 2005
Zeena's LLC December 2001 - September 2004
Skills
Fund Accounting, Derivatives, Fixed Income, Mutual Funds, Equities, Bloomberg, Analysis, Bonds, Fund Of Funds, Risk Management, Funding, Securities, Accounting, Financial Services, Fund Administration, Financial Analysis, Investments
Education
Carleton College 1997 — 2001
Bachelor of Science (BS), Economics
Citi August 2014 - Present
Bank of America November 2013 - August 2014
Chase Bank January 2008 - October 2013
Washington Mutual December 2006 - December 2007
State Street Bank June 1996 - September 2004
Skills
Asset Management, Asset Managment, Banking, Client Relations Skills, Commercial Banking, Creative Problem Solving, Credit, Customer Service, FHA, Equities, Financial Analysis, Financial Modeling, Financial Services, First Time Home Buyers, Fixed Income, Foreclosures, Investment Properties, Investments, Investor Relations, Loan Origination, Loans, Management, Microsoft Excel, Microsoft Office, Mortgage Banking, Mortgage Lending, Mutual Funds, Portfolio Management, Process Improvement, REO, Real Estate, Real Estate Financing, Refinance, Relationship Management, Residential Homes, Residential Mortgages, Risk Management, Sales, Short Sales, Strategic Financial..., Strategic Planning, Team Building, Amortization Schedules, Finance, Fixed Interest, Alternative Investments, Valuation, FHA financing, Home Equity Loans, Consumer Lending
Education
California State University-Hayward 1993 — 1996
Bachelor of Science (BS), Finance, General
Con Edison June 2008 - Present
Refinance.com 2008 - 2008
memedia (Formely WhenU) 2007 - 2008
memedia (Formely WhenU) 2007 - 2008
Citigroup 2005 - 2007
Cybersettle Inc. February 2005 - April 2005
Aon Consulting February 2004 - January 2005
State Street Bank February 2000 - March 2002
Salomon Smith Barney December 1995 - January 2000
NYC Department of City Planning February 1990 - December 1995
Skills
Microsoft SQL Server, SQL, Project Management, Object Oriented Design, Web Interface Design, Web Development, Database Modeling, Database Design, Data Warehouse..., .NET, ASP.NET, C++, C#, VB.NET, Web Services, Agile Methodologies, Tableau, Software Development, ASP.NET MVC
Education
City University of New York City College
BE, Civil Engineering
Hamilton Sindstrand August 2011 - Present
State Street Bank 1996 - 1997
Skills
Financial Analysis, Budgets, Cross-functional Team..., Forecasting, Management, Program Management, Project Planning, Strategic Planning, Analysis
Education
Central Connecticut State University 1992 — 1996
State Street Bank February 2008 - Present
Fairfield Inn By Marriott July 2007 - February 2008
Best Buy October 2006 - January 2007
Education
Cambridge College 2007 — 2008
Investment Operations
Fenway High School 2000 — 2007
High School Diploma
State Street Bank Computer techState Street2004 - Present
Massachusetts General Hospital August 2003 - April 2004
Education
Harvard Extention 2005 — 2011
none, computer science
Cambridge College 2004 — 2005
none, computer science
Knight Equity Markets DirectorKnight Capital Group2007 - Present
Leerink Swann 2006 - 2007
Leerink Swann 2006 - 2007
Miletus Trading 2004 - 2007
State Street Corp 2000 - 2003
State Street Bank 2000 - 2003
Education
Brooklyn College
BBH July 2008 - Present
State Street Bank 2006 - 2008
Education
Clark University 1995 — 1999
BA, Biochem
State Street September 1992 - Present
state street bank 1996 - 2000
state street bank 1992 - 1996
Education
Cape Cod Community College 1988 — 1991
associates, retail management
Humana April 2013 - Present
SCAN Health Plan August 2007 - April 2013
UnitedHealth Group February 2005 - July 2007
State Street Bank March 2004 - March 2005
Skills
Medicaid, Healthcare Information..., Medicare, Utilization Management, Data Analysis, Healthcare, Hospitals, Healthcare Management, Software Documentation, Disease Management, HIPAA, Managed Care, Analysis, Healthcare Consulting
Education
California State University-Long Beach 2001 — 2003
Business, Finance
Vacation Rental Organization 2009 - Present
Colorado Vacation Rentals January 2009 - Present
BreakawaySolutions.com February 2001 - Present
Breakaway Solutions January 2001 - December 2008
Clark University September 1998 - January 2001
State Street Bank March 1999 - August 2000
Falcon Portfolio Management September 1997 - August 1998
Skills
Telecommunications, Project Management, GSM, Vendor Management, Agile Project Management, Integration, Wireless, UMTS, LTE, Visio, E-commerce Consulting, E-commerce SEO, E-commerce Optimization, Operations Management, Dreamweaver, Microsoft Office, Adobe Creative Suite, Photoshop, Asset Managment, Local Search..., Bilingual Proficiency, Flash, Adobe Fireworks, Finance, Corporate Finance, Financial Analysis, business administration, International Project..., Program Management, Consultants, Team Leadership, Strategic Leadership, Startup Development, Startup Marketing, MS Project, E-commerce
Education
Clark University 1999 — 2001
Master of Science, Finance, GPA 3.9
University of Massachusetts, Amherst 1996 — 1997
Exchange Program, Business Administration and Management, General
The American University in Cairo 1992 — 1997
Bachelor of Arts, Business Administration, GPA 3.73
UMASS
Bachelor's degree, Small Business Administration/Management, GPA 3.8
Fidelity Investments August 2014 - Present
Federal Reserve Bank of Boston March 2013 - August 2014
State Street Bank May 2003 - February 2013
JPMorgan Chase/arrakisplanet.com at Cambridge, MA March 2000 - April 2003
Fidelity Investments November 1994 - March 2000
Skills
SDLC, Sybase, Trading Systems, Agile Methodologies, Market Data, Enterprise Architecture, SOA, SQL, Fixed Income, Software Project..., Electronic Trading, Data Warehousing, JMS, Requirements Analysis, Software Development, Solution Architecture, Java, Business Analysis, Unix, Database Design, Oracle, Enterprise Software, Websphere, Java Enterprise Edition, Unix Shell Scripting, Performance Tuning, Databases, Data Modeling, Requirements Gathering, Solaris, PL/SQL, Disaster Recovery, DB2, Perl, Equities, IT Strategy, Weblogic, Systems Analysis, Financial Services, Spring, Web Services, Application Architecture, Agile Project Management, Architectures, Scrum, XML, Business Requirements, Integration, REST, JSP
Education
Case Western Reserve University 1987 — 1992
PhD, Computer Engineering and Science
Changsha Institute of Technology, Changsha, Hunan, China
Master of Science (MS), Computer Science
Changsha Institute of Technology, Changsha, Hunan, China
Bachelor of Science (BS), Computer Science
State Street October 2014 - Present
State Street Bank October 1991 - Present
State Street Corp 1991 - Present
American International Group 1989 - 1991
Ocean Spray Cranberries 1986 - 1989
Skills
Social Media, Project Management, Virtualization..., Cloud Computing, Change Management, Staff Development, Staff Management, Staff Mentoring, Information Architecture, Technical Architecture, Technical Management, Telecommunications, Microsoft Office, Microsoft Technologies, Microsoft Lync
Education
Clark University 1982 — 1986
BA, Geography
Joe Heim, Inc January 1999 - Present
MShift Inc February 2010 - August 2013
Academy of Art University January 2009 - January 2010
State Street Bank January 2004 - January 2008
Skills
Business Development, Management, Salesforce.com, Troubleshooting, Microsoft Excel, Team Building, CRM, PowerPoint, Vendor Management, Microsoft Word, Microsoft Office, Sales, Accounting, Customer Service, Windows, Spreadsheets, Expenses, Executive Support, Travel Arrangements, Outlook, Administrative..., Office Management
Education
California State University-Hayward 1998 — 2002
Bachelor of Science, Business Administration
BMO Capital Markets March 2013 - Present
BMO Financial Group March 2010 - March 2013
State Street March 2008 - March 2009
State Street April 2003 - March 2008
State Street 2001 - 2003
State Street Bank 1998 - 2001
State Street Bank 1995 - 1998
First National Bank of Boston Canada 1994 - 1995
Skills
Financial Markets, CRM, Leadership, Equities, Foreign Exchange, Management, Asset-backed..., Business Process..., Electronic Trading
Education
McGill University 1990 — 1994
BCOMM, Accounting
CEGEP - John Abbott College 1987 — 1989
DEC in Commerce
JPMorgan Chase May 2011 - Present
Huron Consulting Group February 2010 - May 2010
State Street Bank November 2004 - February 2009
Prudential Financial May 2001 - October 2003
ING Investment Management October 1995 - May 2001
Skills
Accounting, Alternative Investments, Financial Reporting, Financial Services, Fund Accounting, Internal Controls, Investments, Mutual Funds, Corporate Finance, Banking, Securities, Portfolio Management, Credit, Finance, Strategy
Education
Central Connecticut State University 1983 — 1990
BS, Accounting
Bank of America September 2012 - Present
Bank of America June 2010 - January 2012
RBS Citizens Bank, NA September 2008 - May 2009
Fidelity Investments September 1998 - July 2007
State Street Bank June 1997 - July 1998
Fidelity Investments April 1996 - June 1997
Brown Brothers Harriman January 1995 - April 1996
The Shareholders Services Group (TSSG) / First Data 1992 - 1994
Fleet Bank 1981 - 1992
Skills
Risk Management, Process Improvement, Financial Risk
Education
Clark University 1994 — 1995
Certificate, Client Server
University of Rhode Island 1968 — 1990
BA, Economics and Business
Citi December 2014 - Present
State Street Bank February 2013 - December 2014
State Street Bank May 2011 - February 2013
State Street Bank July 2007 - May 2011
Lochard Corporation January 2004 - November 2004
HSH Computers January 1999 - September 1999
Skills
Accounting, Accounts Receivable, Microsoft Office, Financial Analysis, Analysis, Software Documentation, Financial Reporting, Tax Law, Tax, Auditing, Hedge Funds, Financial Accounting, Account Reconciliation, Banking, Financial Statements, Budgets, Finance, Management
Education
New England College of Business and Finance 2009 — 2010
Master's Degree, Finance
Cambridge College 2005 — 2007
Master's Degree, Business Management
Framingham College 2004 — 2005
Bachelor's Degree, Business Administration
Aliaswire January 2015 - Present
Opsview December 2013 - January 2015
Demandware January 2012 - December 2013
State Street Bank January 2006 - December 2010
Year Up 2007 - 2010
Skills
Linux, Servers, Troubleshooting, Networking, VMware ESX, Technical Support, Windows, Solaris, Red Hat Linux, Bash, Project Management, Programming
Education
Cambridge College 2005 — 2010
BA, Multi-disciplinary
Mallard Properties July 1986 - Present
Quixtar 1996 - 2002
Metalor Technologies SA November 1992 - November 1995
State Street Bank April 1992 - October 1992
Skills
Building Murphy Beds, Constructing Sheds and..., Chemical Process..., Precious Metals, Metallurgy, Metal Fabrication, Manufacturing..., Process Engineering, Excavation, Septic Systems, Earthmoving, Land Development, Landscape Construction, Real Estate Development, Online Marketing, Website Development, Construction Site...
Education
Carnegie Mellon University 1975 — 1977
Master of Engineering (MEng), Metallurgy, 3.4
University of Central Florida 1972 — 1975
Bachelor of Engineering (BEng), Materials Science, 3.6
State Street Bank August 2008 - Present
State Street Bank January 2008 - July 2008
State Street Bank 2005 - 2008
State Street Bank 2004 - 2005
State Street Bank 2001 - 2004
Computer Learning Centers, Inc 2000 - 2001
Computer Learning Centers, Inc. 1998 - 2000
Skills
Financial Reporting, General Ledger, Financial Analysis, SOX, Process Improvement
Education
California State University-Fullerton 2010 — 2013
MA, Economics
California State University-Fullerton 1995 — 1997
BA, Accounting, Management
Victor Valley College 1992 — 1994
AA
Marathon Asset Management January 2013 - Present
State Street Bank 2011 - 2012
St. Lukes School, New Canaan, Ct. 2008 - 2010
J.P. Morgan 1979 - 2008
Skills
Fixed Income, Hedge Funds, Derivatives, Trading, Equities, Capital Markets, Asset Managment, Investment Banking, Alternative Investments, Options, Portfolio Management, Investments, Bonds, Interest Rate..., Securities
Education
Claremont McKenna College
BA, cum laude
New York University - Leonard N. Stern School of Business
MBA, Finance
Yale University Divinity School
History
State Street Bank September 1992 - Present
State Street Bank 2003 - 2007
State Street Bank 1992 - 2003
Skills
ITIL v3 Foundations..., IT Lean Facilitator..., Vendor Management
Education
Castleton State College 1973 — 1978
Bachelor of Science, Sociology/Social Work
Spaulding High School Class of '73
State Street April 2011 - Present
State Street Bank October 2008 - April 2011
State Street March 2007 - November 2007
Perfect Touch Painting, LLC May 2005 - October 2007
Skills
Mutual Funds, Banking, Equities, Fixed Income, Financial Services, Bloomberg, Risk Management, Derivatives, Financial Analysis, Investments, Securities, Relationship Management, Business Analysis, Account Reconciliation, Accounting
Education
Central Connecticut State University 2005 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Keene State College 2001 — 2003
Bachelor of Science (B.S.), Biology, General
JPMorgan Chase Bank, N.A. September 2012 - Present
JPMorgan Chase Bank, N.A. June 2011 - August 2012
State Street Bank June 2006 - February 2009
State Street Bank October 2004 - June 2006
Skills
SEC, Financial Statements, Fund Accounting, Fund Administration, Global Custody, Bloomberg, Euroclear, Securities Lending, Bloomberg Terminal, Securities, Fixed Income, Finance, Financial Analysis, Financial Reporting, Financial Services, GAAP, Investments, Management, SEC filings, Tax, Treasury
Education
Cambridge College 2001 — 2003
Master in Management
Umass Amherst 1991 — 1995
BA, Finance
State Street Bank June 2011 - Present
MetLife August 2008 - June 2011
State Street Bank July 2007 - August 2008
State Street Bank August 2006 - June 2007
Education
Clarkson University
Bachelor of Science, Business Technology Management
Northeastern University
MBA
US Department of Homeland Security January 2012 - Present
TSA January 2012 - Present
New England Aquarium September 2011 - February 2012
State Street Bank January 2011 - July 2011
Bernie & Phyl’s Furniture Store August 2009 - September 2010
Starbucks June 2008 - May 2009
Federation For Children with Special Needs July 2008 - August 2008
Federation For Children with Special Needs July 2007 - August 2007
Citizen Schools July 2005 - August 2005
Skills
Research, Writing, Customer Relations, Editing, Inventory Management
Education
Cambridge College 2010 — 2011
BA, Business Management
Year Up 2010 — 2011
Certification in Finacial Operations, Financial Operations
Roxbury Community College 2008 — 2008
Associates, Business Administrative
Noonan Business Academy 2006 — 2007
High School Diploma, General Studies
BNY Mellon December 2010 - Present
Citi May 2008 - December 2010
State Street Global Advisors November 2006 - May 2008
State Street Bank April 2004 - November 2006
Skills
Fund Accounting, Accounting, Bloomberg, Fixed Income, Hedge Funds
Education
Clark University
Inflamax Research Inc. March 2014 - Present
The Advantage Group International Inc. June 2013 - December 2013
State Street Bank February 2012 - April 2013
Rogers Communications July 2011 - December 2011
Skills
C#, Word, Excel, PowerPoint, HTML, Visual Studio, Microsoft Word, Microsoft Excel, Project Management, Microsoft SQL Server, Data Analysis, Networking, TCP/IP, ASP.NET, SharePoint, SQL, Troubleshooting, Databases, Business Analysis
Education
Centennial College 2009 — 2010
Diploma, Software Engineering Technician
University of Waterloo 2003 — 2007
BS, Science
Father Michael McGivney 1999 — 2003
State Street Bank June 2000 - May 2011
State Street IMS 1992 - 2011
State Street IMS 1992 - 2011
State Street IMS 1992 - 2011
PIMCO March 1992 - June 2000
Skills
Equities, Financial Modeling, Derivatives, Bloomberg, Fixed Income
Education
Chapman University 2000 — 2002
Executive Master, Business Administration
CSUN 1985 — 1991
B.S., Statistics Mathematics
State Street May 2015 - Present
ELA, LLC January 2012 - Present
State Street September 2014 - April 2015
State Street Bank January 2013 - September 2014
State Street Bank August 2012 - December 2012
Brown Brothers Harriman August 2008 - January 2012
Investment Technology Group, Inc. 2005 - 2008
DST Global Solutions 2000 - 2005
Skills
Microsoft Office, PowerPoint, Microsoft SQL Server, MS Project, Data Warehousing, Data Analysis, Databases, Oracle SQL, Software Installation, Software Project..., End User Training, User Interface Design, SDLC, Software Development, Agile Methodologies, Management, Business Analysis, Project Management, Mutual Funds, Trading Systems, Trade Compliance, Fund Accounting, Fund Administration, Financial Services, Equities, Requirements Analysis, Cloud Computing, Requirements Gathering, Visio, Vendor Management, Back Office, Business Requirements, Trading, Market Data, Risk Management, Software Implementation, Vendor Relationship...
Education
Bridgewater State University
Bachelor of Science in Business Administration
Clark University
Microsoft Certified Systems Engineer Program, Microsoft networking
Chatham University May 2013 - July 2013
Est. KAMI 2008 - 2012
State Street Bank 2007 - 2008
State Street Bank April 2007 - November 2007
Education
Duquesne University
Bachelor of Arts (BA), International Relations and Economics
California University of Pennsylvania
Certificate, Leadership
Thomson Reuters July 2006 - Present
Con Edison Communications January 2006 - March 2006
State Street Bank June 2000 - November 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PeopleSoft Accounting..., Siebel 7.x, Accounts Payable, Accounting, Invoicing, Accounts Receivable
Education
City University of New York-Herbert H. Lehman College 1995 — 1998
Bachelor of Science (B.S.), Accounting
CUNY Bronx Community College 1992 — 1995
Associate's degree, Accounting and Business/Administration, 3.8
State Street Bank 1998 - Present
Education
California State University-East Bay
Bachelor's degree, Finance, General
Brown Brothers Harriman June 2014 - Present
State Street Bank June 2013 - August 2013
State Street Bank June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint
Education
Middlebury College 2010 — 2014
Bachelor of Arts (BA), Economics
Charles University in Prague
Spring Semester Abroad
Hamilton Wenham Regional High School 2006 — 2010
Garment Machinery Co April 2015 - Present
The recycling Network August 2011 - July 2012
Dirámix February 2006 - July 2010
Maxymillian Technologies January 2001 - August 2006
State Street Bank June 1990 - September 2003
Skills
Building Business..., Team Building, Customer Service..., Motivational Speaking, Competitive, Strategic Planning, Listener, Sales Management, Salesforce.com, Customer Satisfaction, Sales Process, Sales Operations, Team Leadership, Revenue Recognition
Education
Cambridge College 1993 — 1996
Master's degree, Business Administration Management, General, Masters Business Administration
Hartwick College 1988 — 1992
Bachelor's degree, Business Administration and Management, General
State Street Bank 2006 - Present
Pacific Life 1998 - 2006
Education
Cal State Fullerton 1996 — 1998
Bachelor's degree, Management Information Systems, General
UCI 1992 — 1995
Computer Science
Capital Group July 2014 - Present
State Street Bank July 2007 - June 2014
Investors Bank & Trust January 2001 - July 2007
Barclays Global Investors November 1998 - January 2001
Skills
Derivatives, Fixed Income, Middle Office, Credit Derivatives, Collateral Management, Business Analysis, Relationship Management, Interest Rate..., SWIFT payments, Process Improvement, Back Office, Equities, Hedge Funds, Bloomberg, Securities, Capital Markets, FX Options, Financial Markets, Settlement, Mutual Funds, Asset Management, Investments, Swaps, Financial Services, Corporate Actions
Education
California State University-Sacramento 1995 — 1998
Bachelor of Science (BS), Finance
State Street Bank August 2005 - Present
State Street Bank April 2003 - August 2005
State Street Bank October 2000 - April 2003
Barnes & Noble August 1995 - May 2001
Strawberries July 1990 - August 1995
Skills
Fund Administration, Corporate Actions, Securities, Financial Services, Mutual Funds, Settlement, Account Reconciliation, Cash Management, Accounting, Portfolio Management, Financial Analysis, Investments, Bloomberg, Equities, Fund Accounting, Fixed Income
Education
Champlain College 1985 — 1987
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Champlain College
BlackRock May 2014 - Present
BNY Mellon November 2009 - May 2014
State Street Bank February 2007 - October 2009
Skills
Fund Accounting, Bloomberg, Corporate Actions, Fixed Income, Mutual Funds, Securities, Equities, Global Custody, Derivatives, Financial Services, Valuation, Alternative Investments, Middle Office, Investment Strategies, Asset Allocation, Asset Management, Hedging, Back Office
Education
California State University-Hayward
Bachelor of Science (B.S.), Finance, General
State Street Bank January 2013 - Present
Securitas July 2012 - Present
Year Up 2012 - 2013
Roxbury Comprehensive Community Health Center August 2011 - August 2012
Bright Horizons January 2011 - August 2011
Skills
Microsoft Office, Spanish-speaking, Customer Service, Financial Risk, Invoicing, Networking, Office Administration, Strategic Planning, Research, Typing
Education
Cambridge College 2012 — 2016
Bachelor's degree, Business/Office Automation/Technology/Data Entry
Hollywood Casino at CharlesTown Races April 2011 - Present
Hollywood Casino at Charles Town Races July 2005 - April 2011
Berkshire Life December 2002 - June 2005
KB Toys November 2001 - November 2002
State Street Bank August 2000 - September 2001
State Street Bank April 1999 - August 2000
Berkshire Life December 1997 - April 1999
Skills
Account Reconciliation, Accounting, Analysis, Accounts Payable, Auditing, Finance, Sarbanes-Oxley Act, Forecasting, Internal Controls, Training, GAAP, Budgets, Financial Reporting, Financial Analysis, Financial Statements
Education
Massachusetts College of Liberal Arts 1993 — 1997
Bachelor's degree, Accounting
Charles H McCann Technical School 1989 — 1993
High School Diploma, Retailing Business Careers
Zions Bank August 2014 - Present
BNY Mellon May 2012 - August 2014
BNY Mellon April 1998 - May 2012
State Street Bank December 1996 - April 1998
Skills
Corporate Trust, Document Review, Relationship Management, Investment Banking, Management, Account Reconciliation, Accounts Payable, Account Management, Notary Public, Invoicing, Payments, Risk Management, Voice Over, Voice Acting
Education
California State University-Los Angeles 1987 — 1993
Bachelor of Science (BS), Business Administration and Computer Information Systems
The Fashion Institute of Design and Merchandising 1979 — 1981
Associate of Arts (AA), Fashion Design