State Street Bank & Trust

Description

State Street Bank and Trust Company simply State Street is the largest custodian bank in the world organized as a Massachusetts trust company specializing in services to mutual funds and their advisers, ... Headquarters: Boston, MA Founded: 1792 Subsidiaries: Charles River Systems, Inc., Currenex, Parent organization: State Street CorporationFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportState Bank & Trust CompanyWebsiteDirections Saved (0) Saved Save 5 Google reviews Bank in Atlanta, Georgia Address: 1349 West Peachtree Street Northwest #100, Atlanta, GA 30309 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday(Martin Luther King Jr. Day)9AM–4PMHours might differTuesday9AM–4PMWednesday9AM–4PMThursday9AM–4PMFriday9AM–4PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (404) 266-4343: Website: : : : Place name: : : Category: Website: https://www.statebt.com/ Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Popular times Sundays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place.Closed Sundays—pick another day : 12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 15 min here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of State Bank & Trust Company Posting publicly on the Web Write a review Reviews 5 Google reviews

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State Street Bank & Trust Employees

Employee
Years
Job
Industry
Joseph Quinto Joseph Quinto Greater Boston Area Details
Joseph Quinto's State Street Bank & Trust Experience November 2014 - Present
Job Securities Entitlement Specialist at State Street Bank & Trust
Industry Financial Services
Experience
State Street Bank & Trust   November 2014 - Present
State Street Bank & Trust   September 2012 - Present
State Street Bank & Trust   February 2012 - September 2012
Northeast Consulting (NEC) Incorporated   September 2011 - December 2011

Education
Ohio University   2009 — 2011
Bachelor of Business Administration (B.B.A.)

Miami University   2005 — 2007

Elisabeth Joyce Elisabeth Joyce Chicago, Illinois Details
Elisabeth Joyce's State Street Bank & Trust Experience June 2007 - May 2010
Job Pritzker Group Asset Management, Team Coordinator
Industry Financial Services
Experience
Old Mutual Asset Management Trust Company  May 2010 - January 2013
The Leukemia & Lymphoma Society  2012 - 2012
State Street Bank & Trust   June 2007 - May 2010
Amherst Hairstylists   2004 - 2007
Gap Inc.  2001 - 2007

Skills
Budgets, Asset Management, Business Networking, Building Relationships, Team Leadership, Data Analysis, Leadership

Education
University of Massachusetts at Amherst - Isenberg School of Management   2003 — 2007
BA, Finance & Operations Management, Cum Laude

Boston Latin School   1997 — 2003

Benjamin Pritchett Benjamin Pritchett Saint Louis, Missouri Details
Benjamin Pritchett's State Street Bank & Trust Experience January 2001 - June 2003
Job Assistant Vice President Fixed Income Analyst
Industry Investment Management
Experience
The Commerce Trust Company  November 2012 - Present
The Commerce Trust Company  January 2011 - November 2012
Hammond Associates  September 2003 - January 2011
State Street Bank & Trust   January 2001 - June 2003

Education
University of Missouri-Saint Louis   2007 — 2009
Master of Business Administration

Truman State University   1996 — 2000
Bachelor of Arts, Finance

Christian Brothers College (CBC) High School   1992 — 1996

St. Stephen Protomartyr   1983 — 1992

Tyler Rotondo Tyler Rotondo New York, New York Details
Tyler Rotondo's State Street Bank & Trust Experience July 2007 - July 2008
Job Marketing Manager at Mount Sinai Health System
Industry Hospital & Health Care
Experience
Mount Sinai Health System  January 2014 - Present
Mount Sinai Health System  July 2012 - December 2013
James L. Howard & Company   September 2011 - June 2012
Integrated Management Services LLC   February 2011 - September 2011
W.R. Grace   January 2010 - June 2010
InstallFree (acquired by WatchDox)   June 2009 - December 2009
State Street Bank & Trust   July 2007 - July 2008
Stonehill College  June 2005 - June 2007
Merrill Lynch  September 2005 - January 2006

Skills
Market Research, Marketing Strategy, Competitive Analysis, Business Development, Management, Analysis, Social Media, SEO, CRM, Business Strategy, Strategic Planning, Outlook, Project Management, Program Management, Financial Analysis, Digital Marketing, B2B Marketing, Product Development, Proposal Writing, Microsoft Excel, PowerPoint, Healthcare, Hospital Marketing, Relationship Development, CRM Implementation, CRM software, Collateral Management, Print Collateral, Collateral Design, Video Production, Website Management, Photoshop, Final Cut Pro, Stata, Salesforce.com, Start-ups, Acquisition Analysis, SharePoint, Marketing Plan..., Website Creation, Website Building, Creative Writing, Social Media Blogging, Microsoft Word, Wordpress, Collateral Writing, Market Analysis, Consumer Behaviour, Virtualization, Software Project...

Education
Northeastern University - Graduate School of Business Administration   2008 — 2011
MBA, Marketing, 3.6

Stonehill College   2003 — 2007
BA, Economics

South Windsor High School   1999 — 2003

Iris Velazquez, Iris Velazquez, Houston, Texas Area Details
Iris Velazquez,'s State Street Bank & Trust Experience 2003 - 2004
Job Broker Associate at Keller Williams Realty
Industry Real Estate
Experience
Keller William Realty Pearland TX   September 2009 - Present
KW Commercial  February 2015 - May 2015
Exit Realty Beatrice Associates  September 2008 - September 2009
ID  February 2009 - June 2009
State Street Bank  March 2005 - February 2009
State Street Bank and Trust  January 2002 - November 2004
State Street Bank & Trust   2003 - 2004
State Street Bank  1991 - 1994

Skills
Foreclosures, Project Management, Analytical Skills, Fund Accounting, Real Estate, Investment Properties, First Time Home Buyers, Relocation, Sellers, Residential Homes, Short Sales, Investors, Real Estate Transactions, Single Family Homes, Referrals, Selling, Rental Homes, Property Management, Negotiation, Buyer Representation, Listings, SFR, Relocation Buyers, Buyers, Property, New Home Sales, Rentals, New Homes, HUD, Move Up Buyers, Real Property

Education
Champion School of Real Estate   2009 — 2009
Consultant

Universidad de Puerto Rico   1981 — 1985
BA

Clay Vanice Clay Vanice Kansas City, Missouri Area Details
Clay Vanice's State Street Bank & Trust Experience January 2000 - August 2003
Job Project Manager at Jones Development Company
Industry Commercial Real Estate
Experience
Jones Development Company   July 2013 - Present
Mariner Real Estate Management  September 2010 - July 2013
FedEx Freight  February 2010 - September 2010
Jones Development Company   August 2006 - November 2009
Wells Fargo Bank  July 2005 - August 2006
Commerce Bank  October 2003 - June 2005
State Street Bank & Trust   January 2000 - August 2003

Education
Kansas State University   1995 — 2000
Bachelor of Science, Business Administration - Finance; International Finance

Wes Kindred Wes Kindred Fayetteville, Arkansas Area Details
Wes Kindred's State Street Bank & Trust Experience October 2007 - May 2013
Job Accounting Support Analyst
Industry Financial Services
Experience
Arvest Bank  August 2015 - Present
Arvest Bank  May 2013 - August 2015
State Street Bank & Trust   October 2007 - May 2013
JPMorgan Chase  May 2005 - October 2007

Skills
Accounting, Financial Analysis, Financial Reporting, Finance, Mutual Funds, Investments, Financial Accounting, Bloomberg Terminal, Microsoft Excel, Hyperion HFM

Education
Baker University
Master, Business Administration

Missouri State University
Bachelor of Science, Finance

Bob Ripley Bob Ripley Greater Boston Area Details
Bob Ripley's State Street Bank & Trust Experience July 2012 - February 2014
Job Senior Bank and Wealth Management Executive
Industry Financial Services
Experience
Exploring New Job Opportunities   March 2014 - Present
State Street Bank & Trust   July 2012 - February 2014
Martha's Vineyard Savings Bank  May 2009 - July 2012
Robsan Corp   January 2004 - May 2009
SunGard  February 2003 - January 2004
Trust Tax Services Of America, Inc.   June 1991 - February 2003
Shawmut Bank  July 1984 - June 1991

Skills
Mergers & Acquisitions, Strategy, Finance, Financial Services, Wealth Management, Banking, Tax, Trust Services, Sales, Private Banking, Equities, Equity Research, Equity Trading, Fixed Income, Management, Investments, Portfolio Management

Education
Bentley University
BS, Accounting

Bryant University
MST, Taxation

Nichols College
Master of Business Administration (MBA), Business Administration and Management, General

Nadia Oviedo Nadia Oviedo Philadelphia, Pennsylvania Details
Nadia Oviedo's State Street Bank & Trust Experience 2006 - 2007
Job
Industry Law Practice
Experience
Liberty Mutual Surety  March 2014 - Present
University of Connecticut School of Law Intellectual Property Law Clinic   August 2012 - December 2012
Liberty Mutual Insurance  May 2012 - August 2012
MassMutual Financial Group  June 2011 - August 2011
Millennium Research Group  2008 - 2010
State Street Bank & Trust   2006 - 2007

Skills
Qualitative Research, Research, Quantitative Research, Legal Research, Legal Writing, Public Speaking, Market Research, Spanish, Nonprofits

Education
The University of Connecticut School of Law   2010 — 2013
J.D, Law

DeGroote School of Business at McMaster University   2003 — 2008
Honors B.Comm., Commerce

Huron Heights Secondary

Tony Ryszewski, PMP® Tony Ryszewski, PMP® Kansas City, Missouri Area Details
Tony Ryszewski, PMP®'s State Street Bank & Trust Experience June 2008 - May 2011
Job Assistant Vice President Project Manager Consultant
Industry Financial Services
Experience
State Street Bank  February 2002 - Present
State Street Bank  June 2011 - June 2014
State Street Bank & Trust   June 2008 - May 2011
State Street Corp.  June 2007 - May 2008
State Street Corp  August 2005 - June 2007
State Street Corp  March 2004 - August 2005
State Street Corp  February 2002 - March 2004
Capitol Federal Savings  May 1999 - February 2002

Skills
Banking, Mutual Funds, Portfolio Management, Finance, Financial Reporting, Risk Management, Management, Analysis, Process Improvement, Training, Financial Services, Analytics, Equities

Education
The University of Kansas   1995 — 2000
Bachelor of Business Administration (BBA)

Karina Nelson Karina Nelson Moorpark, California Details
Karina Nelson's State Street Bank & Trust Experience October 2006 - May 2011
Job GL Accountant at Ipayment Inc.
Industry Accounting
Experience
IPayment Inc.  September 2014 - Present
American Advisors Group  June 2012 - August 2014
TD Wealth Management Operations   December 2011 - February 2012
State Street Bank & Trust   October 2006 - May 2011
PFPC Inc  August 2005 - October 2006

Skills
Account Reconciliation, Accounting, Accounts Payable, Corporate Finance, Fixed Assets, Fund Accounting, General Ledger, Variance Analysis, Internal Audit, Journal Entries, Financial Statements, Balance, QuickBooks, Tax, Bank Reconciliation

Education
Rider University   2001 — 2005
Bachelor's, Accounting

Martin Akumbu Martin Akumbu Greater New York City Area Details
Martin Akumbu's State Street Bank & Trust Experience February 2008 - April 2013
Job Regulatory Reporting Manager at State Street Bank
Industry Financial Services
Experience
State Street Bank  April 2013 - Present
Berkshire South Regional Community Center  February 2013 - January 2014
State Street Bank & Trust   February 2008 - April 2013
Abbey National Treasury Services  March 2007 - October 2007
Abbey National Bank   June 2007 - September 2007
Akale & co   January 2005 - April 2006
Akale and Co Chartered Accountants   January 2005 - September 2005
First Trust Saving and Loan   July 2004 - December 2004
First Trust Saving and Loan Bank   July 2004 - December 2004

Skills
Financial Reporting, Accounting, Financial Analysis, Investments, Equities, Financial Modeling, Bloomberg, Mutual Funds, Excel, IFRS, Budgeting, Audit, Customer Relations, Business Analysis, Banking, SOX, Access, Financial Accounting, Derivatives, Variance Analysis, Valuation, Analysis, GAAP, Microsoft Office, Financial Management, Private Equity, Compliance, PowerPoint, Asset Management, Auditing, Capital Markets, Word, General Ledger, Portfolio Management, Corporate Finance, Management, Fund Administration, Finance, Microsoft Excel, Sarbanes-Oxley Act, Microsoft Word

Education
Dublin Business School   2010 — 2011
advance diploma in stock broking investment

Umeå University   2005 — 2007
Msc Master, Accounting and Finance

NFA/ FINRA
FINRA (NASD) Series 3, National Commodity Futures Examination,Series 30 Branch Manager ,series 34

Umea University 2006
Masters of Science degree, Msc, Accounting and Finance

University of Buea
Bachelor of Science Degree, Bsc, Banking and Finance

Lauren Savage Lauren Savage United States Details
Lauren Savage's State Street Bank & Trust Experience 2003 - 2004
Job Business Analyst Resolution Planning at State Street
Industry Financial Services
Experience
State Street  June 2015 - Present
State Street Bank GmbH  October 2013 - May 2015
State Street Bank GmbH  November 2010 - September 2013
State Street Bank GmbH  May 2008 - October 2010
State Street Bank GmbH  September 2006 - May 2008
State Street Bank GmbH  October 2005 - August 2006
State Street Ireland International LLC   October 2004 - October 2005
State Street Bank & Trust   2003 - 2004

Skills
Internal Controls, Accounting, Process Improvement, Account Reconciliation, Mutual Funds, Financial Services, Financial Risk, Auditing, Internal Audit, Portfolio Management, Fund Accounting, Financial Reporting, Risk Management, Corporate Actions, Operational Risk..., Credit Risk, Business Process..., Back Office, Outsourcing, Management, Financial Analysis, Fund Administration, Bloomberg

Education
Bryant University   1999 — 2003
Bachelor of Science (B.S.), Finance, General

Lisa R Murray Lisa R Murray Greater Boston Area Details
Lisa R Murray's State Street Bank & Trust Experience April 1997 - September 1999
Job SVP & Team Leader Professionals Banking at Citizens Commercial Bank
Industry Banking
Experience
Citizens Bank  April 2014 - Present
Regional Business Manager   January 2011 - April 2014
RBS Citizens  September 1999 - January 2011
State Street Bank & Trust   April 1997 - September 1999
Fleet Bank  January 1995 - April 1997
Shawmut Bank  September 1992 - January 1995

Skills
Loans, Banking, Commercial Banking, Portfolio Management, Loan Origination, Cross Selling, Financial Structuring, Middle Market, CRM, Small Business Lending, Credit, Commercial Lending, Commercial Mortgages, Risk Management

Education
The University of Connecticut   1987 — 1991
BA in Economics

Brendan McVay Brendan McVay Boston, Massachusetts Details
Brendan McVay's State Street Bank & Trust Experience April 2002 - Present
Job VP Audit State Street Bank & Trust
Industry Financial Services
Experience
State Street Bank & Trust   April 2002 - Present
Arthur Andersen  2000 - 2002

Skills
Auditing, Internal Audit

Education
Bentley College
MS, Accountancy

Georgetown University
BA, Economics

Morgan Ralph, CFA Morgan Ralph, CFA Greater Boston Area Details
Morgan Ralph, CFA's State Street Bank & Trust Experience August 2013 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street Bank & Trust   August 2013 - Present
FINARC Investment Management   February 2013 - August 2013
Brown Brothers Harriman  August 2008 - September 2012
Lehman Brothers  July 2007 - June 2008
Lazard Asset Management  May 2006 - December 2006

Skills
Chartered Financial..., Series 7, Series 66, Equities, Bloomberg, Series 63, Securities, Mutual Funds, Capital Markets, Equity Research, Bloomberg Terminal, Corporate Finance, FINRA, Options, Asset Allocation, Risk Management, Investment Management, ETFs, Financial Markets, Portfolio Management, Electronic Trading, Uniform Combined State...

Education
New York University   2003 — 2007
B.A., Economics

Berkshire School   1999 — 2003

Tarik Emara, CFA Tarik Emara, CFA Greater Boston Area Details
Tarik Emara, CFA's State Street Bank & Trust Experience January 2007 - June 2007
Job Assistant Vice President Private Equity at Citi Private Bank
Industry Financial Services
Experience
Citi  March 2015 - Present
Liberty Mutual Investments  July 2014 - March 2015
Liberty Mutual Investments  June 2013 - June 2014
Liberty Mutual Investments  December 2010 - May 2013
SCS Financial  January 2009 - September 2009
Standish Mellon Asset Management  January 2008 - July 2008
State Street Bank & Trust   January 2007 - June 2007
Belmont Savings Bank  May 2006 - August 2006

Skills
Investments, Portfolio Management, Private Equity, Bloomberg, Financial Analysis, Financial Modeling, Fixed Income, Valuation, Microsoft Excel, Equities, Analysis, Hedge Funds, Corporate Finance, PowerPoint, Securities

Education
Northeastern University   2005 — 2010
Bachelor of Science, Business Administration May 2010; Finance and Management

John Balder John Balder Greater Boston Area Details
John Balder's State Street Bank & Trust Experience 1995 - 1997
Job Cofounder at Investment Cycle Engine
Industry Financial Services
Experience
Investment Cycle Engine, Inc.   September 2014 - Present
Boston-Based Universities   September 2010 - December 2014
State Street Global Advisors  June 2006 - January 2009
State Street Research & Management  2002 - 2005
Grantham, Mayo, Van Otterloo & Co., LLC   1997 - 2002
State Street Bank & Trust   1995 - 1997
US Department of Treasury  1991 - 1995
Federal Reserve Bank of New York  1988 - 1991
US House of Representatives, Committee on Banking, Finance & Urban Affairs   1985 - 1988

Education
American University   1982 — 1984
MA, Economics

Bucknell University   1975 — 1978
BA, Economics

Lisa Fain Lisa Fain Raleigh-Durham, North Carolina Area Details
Lisa Fain's State Street Bank & Trust Experience May 1988 - March 1998
Job Broker/Realtor at Fonville Morisey
Industry Real Estate
Experience
Fonville Morisey Realty  July 2011 - Present
Fonville Morisey  2010 - Present
Fabulous Finishes   April 2003 - June 2006
State Street Bank & Trust   May 1988 - March 1998

Skills
Buyer Representation, Residential Listings, Home Staging, Relocation, Residential Homes, Real Estate

Education
Northeastern University   1985 — 1988
Bachelor's of Science, Business Management

Suffolk County Community College   1983 — 1985
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities

Linda (Robinson) Hill Linda (Robinson) Hill Greater Boston Area Details
Linda (Robinson) Hill's State Street Bank & Trust Experience 1991 - 1994
Job Vice President, Talent Acquisition at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  August 1998 - Present
Putnam Investments  1994 - 1998
State Street Bank & Trust   1991 - 1994
Consolidated Group Trust   1988 - 1991
Stop & Shop Supermarket Co.   1985 - 1988

Skills
Employee Relations, Recruiting, Human Resources, Talent Acquisition, Temporary Placement, CRM, Staffing Services, Leadership, Project Management, Employee Benefits, Talent Management, Personnel Management, Business Process..., College Recruiting, Applicant Tracking..., Onboarding, Internet Recruiting, Workforce Planning

Education
Northeastern University
Bachelor of Science in Business Administration, Human Resources Management

Karen Kalina Karen Kalina Boston, Massachusetts Details
Karen Kalina's State Street Bank & Trust Experience February 1995 - February 1998
Job Director, Strategic Development & Operations at Neurological Clinical Research Institute (NCRI), MGH
Industry Financial Services
Experience
Massachusetts General Hospital  May 2014 - August 2015
Siemens Healthcare Diagnostics  June 2011 - June 2013
Siemens Real Estate  January 2009 - July 2011
Siemens One  June 2004 - December 2008
Siemens Shared Services  February 2003 - June 2004
Credit Suisse Financial Services   June 2000 - July 2002
KPMG  February 1998 - June 2000
State Street Bank & Trust   February 1995 - February 1998
East-West Institute  1988 - 1992

Skills
Financial Modeling, Business Strategy, Mergers, Financial Analysis, Corporate Development, Business Development, Strategy, Strategic Planning, Analysis, Program Management, Project Planning, Mergers & Acquisitions, Competitive Analysis, Finance, Integration, Vendor Management, Management, Portfolio Management, New Business Development, Cross-functional Team..., Product Management, Start-ups, Management Consulting, Business Process..., Business Planning, Due Diligence, Financial Services, Risk Management, Forecasting, Process Improvement, Executive Management, Corporate Finance

Education
Columbia University - Columbia Business School   1992 — 1994
MBA

Wesleyan University   1981 — 1985
BA

BB&N   1969 — 1981

Maureen Walsh Maureen Walsh Greater Boston Area Details
Maureen Walsh's State Street Bank & Trust Experience January 1989 - January 1993
Job Producer/Screenwriter/Actor/Certified Yoga Instructor
Industry Entertainment
Experience
SAG  2008 - Present
LDI Casting   April 2006 - Present
Boston Casting  March 2006 - Present
Self Employed  2004 - Present
ABC Productions  September 2010 - February 2011
Grant Wilfly Casting   July 2009 - July 2009
LDI Casting   October 2006 - July 2009
Boston Casting  2009 - 2009
Verizon  January 1994 - January 1999
STATE STREET BANK & TRUST   January 1989 - January 1993

Skills
Acting, Feature Films, Television, Screenwriting, Film, Comedy, Entertainment, Film Production, Voice Acting, Voice Over, Commercials, Theatre, Short Films, Drama, Producing, Independent Film, Documentaries, Casting, Storytelling, Post Production, Performing Arts, Stage, Radio, Camera, Improvisation, Directing, Music Videos, Video, Dialects, Plays, Final Draft, Festivals, Shakespeare, Musical Theatre, Yoga, Dance

Education
Sanctuary Studios   2013 — 2013
Certified Yoga Instructor, Yoga

University of Massachusetts Boston   1989 — 1994
Bachelor of Arts, Psychology and English

Luis Felipe Lucas Luis Felipe Lucas New York, New York Details
Luis Felipe Lucas's State Street Bank & Trust Experience June 2005 - June 2007
Job Experienced Financial Professional
Industry Financial Services
Experience
ING  February 2011 - June 2011
Prudential Real Estate  September 2010 - November 2010
BNY Mellon  June 2007 - December 2009
State Street Bank & Trust   June 2005 - June 2007
NEXTEL  November 2002 - May 2005

Education
Quinnipiac University - School of Business   2001 — 2004
B.S. Advertising, Marketing, Sales, Digital Design, Accounting, Entrepreneurship, Economics

Angelo Mendez, CFE Angelo Mendez, CFE Greater New York City Area Details
Angelo Mendez, CFE's State Street Bank & Trust Experience August 2006 - July 2011
Job Accountant Fund Accounting & Reporting
Industry Financial Services
Experience
Brown Brothers Harriman  March 2015 - Present
State Street  December 2013 - March 2015
Mizuho Trust & Banking Co. (USA)   August 2012 - December 2013
State Street Bank & Trust   August 2006 - July 2011
State Street Bank & Trust   August 2003 - August 2006
Toys R'US   April 2000 - May 2002

Skills
Accounting, Mutual Funds, Private Equity, Auditing, Bloomberg Terminal, Reuters, QuickBooks, Microsoft Office, MCH, SAP, Idea Generation, Fixed Income, Financial Reporting, Financial Statements, Account Reconciliation, Fund Accounting, General Ledger, Financial Services, Derivatives, Internal Controls, Accounts Payable, GAAP, Financial Analysis, Fund Administration, US GAAP, Journal Entries, Finance, Cost Accounting, Bank Reconciliation, Hedge Funds, Fund Of Funds, Equities, Pivot Tables, Securities, Alternative Investments, Swaps, FX Options, Back Office, Options, Internal Audit, Financial Accounting, Analysis, Investments

Education
Kean University   2011 — 2012
Master's degree, Accounting, 3.75 GPA

University of Phoenix   2009 — 2011
B.S. Degree, Accounting, 3.72 GPA

Anne Cintron Anne Cintron Alpharetta, Georgia Details
Anne Cintron's State Street Bank & Trust Experience February 1991 - June 1994
Job Realtor at Berkshire Hathaway Home Services
Industry Real Estate
Experience
Berkshire Hathaway Home Services Georgia Properties  March 1997 - Present
Real Estate Company  1997 - Present
Prudential Georgia Realty  1997 - 2008
State Street Bank & Trust   February 1991 - June 1994

Skills
Commercial Sales, Buyer Representation, HUD, Real Property, New Homes, Relocation Buyers, Property Management, Vacation Homes, Waterfront, 1031 Exchanges, Corporate Relocation, Resellers, Property, Council of Residential..., Home Staging, Listing Homes, Income Properties, Real Estate Development, First Time Home Buyers

Education
Universidad de Puerto Rico   1977 — 1981
B.S., Business

Colegio San Jose   1973 — 1977
high school, High School/Secondary Diplomas and Certificates

Mark V. Tringale Mark V. Tringale Greater Boston Area Details
Mark V. Tringale's State Street Bank & Trust Experience June 2008 - Present
Job Fund Account Manager, Senior Associate at State Street Bank
Industry Financial Services
Experience
State Street Bank & Trust   June 2008 - Present
State Street Bank & Trust   April 2010 - July 2011
State Street Bank & Trust   June 2008 - April 2010
Putnam Investments  January 2006 - January 2008

Skills
Fund Accounting, Bloomberg, Mutual Funds, Fund Administration, Swaps, Account Reconciliation, Fixed Income, Investments, Securities, Equities, Financial Analysis, Financial Reporting, Corporate Actions, Derivatives, Bloomberg Terminal

Education
Southern New Hampshire University   2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services

University of Massachusetts Lowell   2004 — 2008
Bachelors, Finance

Kathleen Frappier, MBA, CPSM Kathleen Frappier, MBA, CPSM Greater Boston Area Details
Kathleen Frappier, MBA, CPSM's State Street Bank & Trust Experience December 2007 - March 2010
Job Associate Director Global Strategic Category Management MBA, CPSM
Industry Pharmaceuticals
Experience
Takeda Pharmaceuticals  May 2014 - Present
AstraZeneca  February 2012 - April 2014
EMC  August 2011 - January 2012
Vertex Pharmaceuticals  April 2011 - August 2011
Independent Consultant  October 2010 - August 2011
Marsh & McLennan Companies, Inc.   March 2010 - October 2010
STATE STREET BANK & TRUST   December 2007 - March 2010
STAPLES, INC  February 2002 - December 2007
CASUAL MALE CORP   January 2000 - January 2002
FILENE'S DEPARTMENT STORES  January 1996 - January 2000

Skills
Strategic Sourcing, Procurement, Cross-functional Team..., RFP, Sourcing, Vendor Management, Supply Management, Contract Management, Strategy, Process Improvement, Category Management, Supplier Performance, Risk Management, Project Management, Program Implementation, Senior Stakeholder..., Analytics, Customer Service, Management, Supply Chain, Global Sourcing, Contract Negotiation, Forecasting, Program Management, Leadership, Pricing, Outsourcing, Analysis

Education
Western New England College   1990 — 1993
MBA, Business Administration and Management, General

Bryant University   1984 — 1988
BSBA, Management and Marketing

Michael Gosselin Michael Gosselin Greater Boston Area Details
Michael Gosselin's State Street Bank & Trust Experience 2011 - 2014
Job Financial Services Manager/ Client Services/ Securities Finance
Industry Financial Services
Experience
State Street Bank & Trust   2011 - 2014
State Street Bank & Trust   2007 - 2009
Investors Bank & Trust  1994 - 2007
Boston Safe Deposit & Trust   1983 - 1994

Skills
Bloomberg, Accounting, Team Building, Loans, Executive Management, Mutual Funds, Trading, Financial Services, Hedge Funds, Risk Management, Strategic Planning, Alternative Investments, Derivatives, Training, Leadership, Relationship Management, Portfolio Management

Education
Bridgewater State College
Bachelor of Arts

Andrew A. Ingemi Andrew A. Ingemi Greater Boston Area Details
Andrew A. Ingemi's State Street Bank & Trust Experience November 2007 - September 2009
Job Owner/Manager at Village Tavern Grill & Oyster Bar
Industry Financial Services
Experience
Village Tavern Grill & Oyster Bar   January 2013 - Present
Harvard University  April 2010 - December 2012
State Street  September 2009 - April 2011
State Street Bank & Trust   November 2007 - September 2009
New York Life Insurance Company  May 2005 - November 2007
CreditPerfection.com   September 2001 - July 2005

Skills
Trade Operations, Retirment Planning, Mutual Funds, Investments, Retirement, Trading, Corporate Actions, Retirement Planning

Education
Harvard University   2010 — 2012
MLA, Finance, 3.6

Stonehill College   2001 — 2005
Bachelor of Arts, Economics

St. John's Prep   1998 — 2001
High School

Shore Country Day School   1989 — 1998
Grade/Middle School

Brian Droney Brian Droney Greater Boston Area Details
Brian Droney's State Street Bank & Trust Experience January 2007 - August 2007
Job Lead Financial Analyst at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group  July 2014 - Present
The Boston Consulting Group  November 2011 - July 2014
State Street Bank  May 2011 - November 2011
State Street Bank  May 2010 - May 2011
CSN Stores  October 2009 - May 2011
Wellington Management Company  December 2008 - July 2009
Pro Cut   May 2003 - January 2009
MFS Investment Management  January 2008 - August 2008
State Street Bank & Trust   January 2007 - August 2007

Skills
Data Analysis, Microsoft Excel, Financial Analysis, Accounting, Microsoft Office, Financial Modeling, PowerPoint, Bloomberg, Access, Investments, Bloomberg Terminal, Outlook, Management, Finance, Analysis

Education
Boston University   2013 — 2016
Master of Business Administration (M.B.A.), Business Strategy and Analysis

Northeastern University   2005 — 2010
Bachelor of Science Degree, Business Administration; Dual Finance and Accounting

Xaverian Brothers High School

Xaverian Brothers High School

David Pozza David Pozza Kennesaw, Georgia Details
David Pozza's State Street Bank & Trust Experience 1999 - 2000
Job Business & Finance Professional
Industry Defense & Space
Experience
Lockheed Martin  2010 - 2011
Lockheed Martin  2006 - 2010
Lockheed Martin  2000 - 2006
State Street Bank & Trust   1999 - 2000

Skills
Corporate Finance, Financial Reporting, Financial Planning, Financial Analysis, SAP, SAP BW, Horizon, Spectrum, MS Office Suite, Excel, PowerPoint, Word, System Builder

Education
Bentley University   1995 — 1999
B.S., Finance

Jeff Gaetani Jeff Gaetani Springfield, Massachusetts Area Details
Jeff Gaetani's State Street Bank & Trust Experience August 1998 - May 1999
Job Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  November 2013 - Present
MassMutual Financial Group  February 2010 - October 2013
MassMutual Financial Group (MMLISI)   December 2006 - June 2010
MassMutual (MMLISI)   June 2003 - December 2006
MassMutual (MMLISI)   May 1999 - September 2003
State Street Bank & Trust   August 1998 - May 1999

Skills
Series 24, Series 7, FINRA, Securities, Mutual Funds, Fixed Annuities, Insurance, Retirement, Investments, Strategic Financial..., Wealth Management, Financial Services, Estate Planning

Education
Western New England University   1995 — 1998
BA, Finance & International Business

Bryant University   1991 — 1992

Tammy Rausch Tammy Rausch Greater Boston Area Details
Tammy Rausch's State Street Bank & Trust Experience 1987 - 1997
Job Senior Consultant
Industry Financial Services
Experience
Cutter Associates  November 2012 - April 2013
BridgePoint Group, LLC  January 2012 - August 2012
Fidelity Investments  December 2008 - June 2010
Fidelity Investments  February 2006 - November 2008
Fidelity Investments  January 2004 - January 2006
Fidelity Investments  November 1997 - January 2004
STATE STREET BANK & TRUST   1987 - 1997

Skills
Customer Relations, Securities, Mutual Funds, Asset Management, Back Office, Client Service, Program Management, Operations Management, Strategic Planning, Settlement, Due Diligence, Process Improvement, Business Strategy, Financial Services, Financial Markets, Global Custody, Customer Service

Education
Boston College   1976 — 1980
BA, Economics, Psychology

Boston University Questrom School of Business
MBA, International Finance

Kabongo Dibinga Kabongo Dibinga Greater Boston Area Details
Kabongo Dibinga's State Street Bank & Trust Experience January 1988 - January 1999
Job Senior Analyst at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services  May 2011 - Present
OrigiNation, Inc   January 2004 - Present
US Trust/Bank of America Co   November 2003 - March 2009
State Street Global Advisors  March 2001 - November 2003
State Street Global Advisors  October 1999 - March 2001
State Street Bank and Trust Company  January 1995 - October 1999
State Street Bank & Trust   January 1988 - January 1999

Skills
Bloomberg, Financial Services, Fixed Income, Securities, CRM, Leadership, Fund Accounting, Equities, Portfolio Management, Banking, Risk Management, Mutual Funds, Business Analysis, Management, Investments

Education
Salem State College   1989 — 1993
Political Science

Mark Botelho Mark Botelho Miami/Fort Lauderdale Area Details
Mark Botelho's State Street Bank & Trust Experience 1990 - 1994
Job Managing Member: Due Diligence Loan Review Consulting Services
Industry Banking
Experience
Hettmake LLC, Plantation, FL   January 2009 - Present
First Data Corp / Popular Merchant Services, Popular Community Bank, N.A.   November 2010 - November 2011
Popular Community Bank / Banco Popular, NA (Equity One CRE division)   June 2008 - December 2008
Bayview Financial: Silver Hill Financial, LLC   May 2004 - May 2008
Nations Mortgage   April 2003 - May 2004
State Street Bank & Trust   1990 - 1994

Skills
Prospect, Loans, Commercial Mortgages, Underwriting, Mortgage Lending, Commercial Lending, Credit, New Business Development, Real Estate, Credit Analysis, Loan Origination, Financial Analysis, Negotiation, Sales Management, Small Business Lending, Account Management, Sales, Business Development, Strategic Planning, Commercial Banking

Education
University of Massachusetts, Amherst   1984 — 1987
B.S.

Stockbridge School, University of Massachusetts
Associate of Science (A.S.)

Christopher Brinkhaus Christopher Brinkhaus Greater Boston Area Details
Christopher Brinkhaus's State Street Bank & Trust Experience January 1997 - February 1998
Job Project Manager
Industry Construction
Experience
Heinz Brinkhaus & Son's   May 2013 - Present
UCB  May 2012 - May 2013
Heinz Brinkhaus & Son's, Inc.   November 2009 - June 2012
Hewlett-Packard  August 2008 - November 2009
Heinz Brinkhaus & Son's Inc   July 2000 - August 2008
State Street Bank and Trust Company  February 1998 - March 2000
State Street Bank & Trust   January 1997 - February 1998

Skills
Forecasting, Account Management, Neurology, Pricing, CNS, Primary Care, Managed Care, Diabetes, Diabetes Care, B2B, Pharmaceutical Sales, Selling Skills, Sales Effectiveness, Pulmonology, Selling, Sales, Pharmaceutical Industry, Solution Selling

Education
Providence College   1992 — 1996
Bachelor of Science, Business Management

St Sebastian's Country Day School   1986 — 1992

Jeffrey R. Boutin Jeffrey R. Boutin Boston, Massachusetts Details
Jeffrey R. Boutin's State Street Bank & Trust Experience June 1993 - March 1996
Job Credit Research Professional
Industry Investment Management
Experience
Eaton Vance  February 2013 - Present
Dwight Asset Management  July 2009 - May 2012
Neuberger Berman / Lehman Brothers Asset Management   July 2003 - June 2009
Banc One Capital Markets  January 2002 - July 2003
Freedom Capital Management  March 2000 - January 2002
State Street Global Advisors  March 1996 - March 2000
State Street Bank & Trust   June 1993 - March 1996
Shawmut Bank  July 1987 - June 1993

Education
University of Hartford   1990 — 1994
MBA, Finance/Computer Science

Central Connecticut State University   1982 — 1986
BS, Finance/Computer Science

Denisha Arnold Denisha Arnold Overland Park, Kansas Details
Denisha Arnold's State Street Bank & Trust Experience May 2011 - July 2013
Job Asset Manager at Key Bank Real Estate Capital
Industry Real Estate
Experience
KeyBank Real Estate Capital  January 2015 - Present
KeyBank Real Estate Capital  September 2014 - January 2015
KeyBank Real Estate Capital  July 2013 - September 2014
State Street Bank & Trust   May 2011 - July 2013
Ann Taylor LOFT  August 2008 - April 2012
Delta Sigma Pi- Professional Business Fraternity  May 2010 - May 2011
Faultless Starch/Bon Ami   May 2009 - May 2011
University  September 2007 - May 2009

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Research, English, Public Speaking, Human Resources, Time Management, Social Media, Employee Relations, Budgets, Payroll, Accounting, Sales, Spreadsheets, Access, Outlook, Journal Entries, Finance, Financial Analysis, Analysis

Education
Baker University   2013 — 2015
Master of Business Administration (M.B.A.)

University of Missouri-Kansas City   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General

Elizabeth C. Berry Elizabeth C. Berry Quincy, Massachusetts Details
Elizabeth C. Berry's State Street Bank & Trust Experience April 2008 - January 2013
Job Consumer and Business Insights
Industry Supermarkets
Experience
Ahold USA  May 2013 - June 2015
STATE STREET BANK & TRUST   April 2008 - January 2013
CONTRAVISORY RESEARCH & MANAGEMENT, Corp   June 2006 - September 2007
DUNKIN DONUTS, Inc   January 2005 - June 2006
EquiServe, Inc  January 2000 - January 2005
State Street Bank and Trust Company  January 1997 - January 2000
State Bank and Trust Company  January 1995 - January 1997
SHERIN AND LODGEN, LLP  April 1994 - January 1995

Skills
Paralegals, Compliance, Legal Assistance, Coordination, Investments, Estate Planning, Expense Reports, Office Administration, Calendaring, Banking, SharePoint, Financial Services, Adobe Acrobat, PeopleSoft, Real Estate, Expenses, Calendars, Confidentiality, Corporate Law, Time Management, Litigation, Customer Service, Microsoft Word, Microsoft Excel, Outlook, Access, Microsoft Office, Administrative..., PowerPoint, Budgets, Lotus Notes

Education
Northeastern University   1995 — 1995
Paralegal Studies

Massasoit Community College
Associate, Science / Legal Secretarial Science

Brent Bastian Brent Bastian Lees Summit, Missouri Details
Brent Bastian's State Street Bank & Trust Experience May 2010 - September 2011
Job Director of Operations at Buttonwood Financial Group
Industry Financial Services
Experience
Buttonwood Financial Group, LLC   March 2015 - Present
Buttonwood Financial Group, LLC   June 2014 - February 2015
Charles Schwab  March 2013 - May 2014
Charles Schwab  September 2011 - March 2013
State Street Bank & Trust   May 2010 - September 2011

Skills
Portfolio Management, Investments, Wealth Management, Strategic Financial..., Financial Services, Relationship Management, Financial Analysis, Technical Analysis, Asset Allocation, Mutual Funds, Alternative Investments, Investment Strategies, Bloomberg, Fixed Income, Equities, Salesforce.com, Customer Service, Securities, Leadership, Investment Management, Process Improvement, Microsoft Excel, Microsoft Office, Asset Management, Finance

Education
University of Central Missouri   2013 — 2015
Master of Business Administration (M.B.A.), Ethical Strategic Leadership

University of Central Missouri   2007 — 2010
Bachelor of Science, Business Administration; Accounting

University of Missouri   2006 — 2007
Bachelor of Science (BS), Accounting

Lukas Liang, MBA Lukas Liang, MBA Greater Boston Area Details
Lukas Liang, MBA's State Street Bank & Trust Experience August 2006 - December 2010
Job Performance Analyst at State Street Corp.
Industry Financial Services
Experience
State Street Investment Analytics  November 2014 - Present
State Street Mutual Fund Services   April 2012 - October 2014
State Street Mutual Fund Service   December 2010 - March 2012
State Street Bank & Trust   August 2006 - December 2010
State Street Bank & Trust   September 2006 - August 2007

Skills
Accounting, Mutual Funds, Fund Accounting, Analysis, Equities, Access, Auditing, Internal Audit, Process Improvement, Sarbanes-Oxley Act, Banking, Management, Financial Analysis, Financial Reporting, Financial Modeling, Financial Services, Bloomberg, MS EXCEL, MS POWER POINT, MS WORD, Collaborative Practice, SWOT analysis, Strategic Planning, Forecasting, Supply Chain Management, Building Relationships, Account Reconciliation, Cost Accounting, Scenario Planning, Game Theory, Microsoft Excel, Securities, Strategic Financial..., Bloomberg Terminal, Corporate Actions, PowerPoint, Investments, Finance, Fund Administration, Leadership, Fixed Income, Risk Management, Valuation, General Ledger, Derivatives, Alternative Investments, Asset Management

Education
Northeastern University   2010 — 2013
Master of Business Administration (MBA), MBA

University of Massachusetts at Amherst - Isenberg School of Management   2001 — 2006
B.B.A, Accounting

Gary Sopko Gary Sopko New York, New York Details
Gary Sopko's State Street Bank & Trust Experience January 1985 - March 1990
Job Managing Director at Transwestern
Industry Commercial Real Estate
Experience
Transwestern  January 2013 - Present
The Lllenrock Group   March 2008 - May 2010
Advance Realty Group L.L.C.   March 1995 - August 2007
The Bank of New York  March 1990 - March 1994
State Street Bank & Trust   January 1985 - March 1990

Skills
Capital Markets..., Financial Problem Solver, New Business Development, Contract Negotiation, Debt Restructuring, Consulting, Real Estate, Real Estate Economics, Real Estate Development, Due Diligence, Asset Managment, Disposition, Mezzanine, Real Estate Financing, Property Management, Real Estate Transactions, Leases, Acquisitions, Investments, Portfolio Management, Commercial Real Estate, Capital Markets, Finance, Valuation, Joint Ventures, Asset Management, Dispositions

Education
Miami University   1978 — 1980
MBA, Finance

St. John Fisher College   1971 — 1975
BA, Political Science

Brandon Jaye Brandon Jaye Kansas City, Missouri Area Details
Brandon Jaye's State Street Bank & Trust Experience January 2000 - July 2006
Job Vice President at Swiss Re
Industry Financial Services
Experience
Swiss Re  March 2010 - Present
Datacore Marketing  June 2008 - February 2010
Commerce Bank  September 2006 - June 2008
State Street Bank & Trust   January 2000 - July 2006

Skills
Investment Accounting, OTTI, Financial Analysis, Bloomberg, GAAP, Accounting, Investments, Capital Markets, Portfolio Management, Risk Management, Banking, Cash Management, Financial Modeling, Fixed Income, Asset Management, Insurance, Mergers & Acquisitions, Management, Program Management, Financial Risk, Equities, Financial Reporting, Securities, Derivatives, Financial Services, Finance, Mutual Funds, Strategic Financial..., Fund Accounting, Valuation, Alternative Investments, Corporate Finance, Relationship Management, Hedge Funds, Asset Allocation

Education
The University of Kansas   1995 — 1999
Bachelors, Business / Finance / Economics

Conor McGrath Conor McGrath Greater Boston Area Details
Conor McGrath's State Street Bank & Trust Experience January 2008 - July 2009
Job Sipping wine and crunching numbers
Industry Wine and Spirits
Experience
Latitude Beverage Company  October 2013 - Present
Jumptap, Inc.   May 2013 - October 2013
Harpoon Brewery  June 2012 - May 2013
Fransciscan Hospital For Children   June 2012 - April 2013
Hope House  September 2011 - April 2012
State Street Bank & Trust   January 2008 - July 2009
HighPoint Capital  January 2007 - February 2007

Skills
Microsoft Office, Management, Salesforce.com, Accounts Receivable, Cpr Certified, Advertising, PowerPoint, Public Speaking, Child Development, Event Planning, Research, Invoice Processing, Case Management, Counseling, Microsoft Excel, Writing, First Aid, EOstar, HTML 5, CSS, QuickBooks, Wine & Spirits Industry, Finance, NetSuite, Financial Reporting

Education
Harvard Extension School   2014 — 2014
Accounting and Finance, 3.5

Suffolk University   2009 — 2012
M.S, Mental Health Counseling, 3.8

Suffolk University   2009 — 2012
M.S, Criminal Justice Studies, 3.9

St. Lawrence University   2003 — 2007
B.S., Psychology

Hingham High   1999 — 2003

Hardy Hasenfuss, Business Coach and Consultant Hardy Hasenfuss, Business Coach and Consultant Greater Boston Area Details
Hardy Hasenfuss, Business Coach and Consultant's State Street Bank & Trust Experience January 1971 - June 1973
Job Executive Coach & Consultant to Business Leaders and Professionals
Industry Management Consulting
Experience
Business Consulting of NH, LLC   July 2009 - Present
New London Management Associates   June 1998 - Present
New London International, Inc.   June 1985 - December 2008
Spectrum Technology  February 1982 - June 1985
Magnetic Products, Inc.   April 1980 - February 1982
The Sheraton Corporation  July 1973 - April 1980
State Street Bank & Trust   January 1971 - June 1973
Citicorp  June 1965 - January 1971

Skills
Coaching, Emotional Intelligence, Leadership Development, Leadership, Training, Small Business, Executive Coaching, E-Learning, Fundraising, Entrepreneurship, Personal Development, Strategy, Employee Training, Management, Public Speaking, Start-ups, Marketing Strategy, Strategic Planning, Workshop Facilitation, Organizational..., Change Management, Management Consulting, Program Management, Executive Development, Team Building, Organizational..., Management Development, Staff Development, Consulting, Business Coaching

Education
University of California, Berkeley, Haas School of Business   1961 — 1965
BS & MBA, Corporate Finance

The University of Texas at Arlington   1959 — 1961
AA, Accounting

Kelly Schoonover Kelly Schoonover Providence, Rhode Island Area Details
Kelly Schoonover's State Street Bank & Trust Experience January 1999 - January 2001
Job Experienced Project Manager Finance
Industry Financial Services
Experience
Citizens Bank  October 2012 - Present
ACADIAN ASSET MANAGEMENT COMPANY   January 2005 - September 2010
WELLINGTON MANAGEMENT COMPANY  January 2001 - January 2005
STATE STREET BANK & TRUST   January 1999 - January 2001
STATE STREET BANK & TRUST   January 1998 - January 1999
STATE STREET BANK & TRUST   January 1997 - January 1998

Skills
Bloomberg, Investments, Equities, Process Improvement, Fixed Income, Performance Measurement, Business Analysis, Financial Analysis, Valuation, Bonds, Due Diligence, Analysis, Accounting, Requirements Analysis, Financial Reporting, Team Management, Documentations, Project Management

Education
University of Massachusetts Dartmouth   2011 — 2013
Master of Arts (M.A.)

University of Massachusetts   1990 — 1994
Bachelor of Arts, English/Communications

Bradford Heathcote Bradford Heathcote Providence, Rhode Island Area Details
Bradford Heathcote's State Street Bank & Trust Experience December 2007 - July 2010
Job Manager, Game Development & Portfolio Management at IGT
Industry Information Technology and Services
Experience
IGT  March 2011 - Present
State Street Bank & Trust   December 2007 - July 2010

Skills
Creative Problem Solving, Forecasting, Market Research, Sales, Research, Analytics, Creative Strategy, Creative Solutions, Product Innovation, Product Development, Marketing, Analysis, Data Analysis, Marketing Analytics, Competitive Analysis, Business Analysis, Strategy, CRM

Education
Bryant University   2003 — 2007
Bachelors of Science, Finance

Gary Beaudreau, C.P.M., MBA (1,800+) Gary Beaudreau, C.P.M., MBA (1,800+) Greater Boston Area Details
Gary Beaudreau, C.P.M., MBA (1,800+)'s State Street Bank & Trust Experience 1997 - 2002
Job Procurement/Supply Management Consultant at New England Procurement Professionals
Industry Logistics and Supply Chain
Experience
New England Procurement Professionals   July 2013 - Present
Xcellerex (a GE Healthcare Company)   October 2010 - July 2013
Progress Software  March 2008 - August 2010
GE Sensing & Inspection   October 2007 - March 2008
Sensata Technologies (former division of Texas Instruments)   June 2006 - June 2007
Chelsea Clock LLC   2007 - 2007
Worldcom Exchange Inc.  2005 - 2006
Signature Consultants LLC  November 2004 - July 2005
Investors Bank & Trust  2002 - 2004
State Street Bank & Trust   1997 - 2002

Skills
Start-ups, Organizational..., Process Optimization, Cost Reduction Programs, Technology Acquisition, Project Management, Supplier Development, Operational Risk, Strategic Sourcing, Procurement, Supply Chain, Purchasing, Supply Management, Negotiation, Contract Management, Supply Chain Management, Spend Analysis, Vendor Management, Materials Management, Process Improvement, Sourcing, Cross-functional Team..., Contract Negotiation, Global Sourcing, Management, Supplier Negotiation, Outsourcing, Strategy, Team Building, Leadership, E-procurement, Business Process, Budgets, CRM, Mergers & Acquisitions, Six Sigma, Warehousing, Strategic Planning, Lean Manufacturing, Continuous Improvement, MRP, Logistics, Operational Excellence, SAP, Supply Chain..., Operations Management, Inventory Management, Project Planning, Production Planning

Education
Suffolk University
Executive MBA, Business Administration, Management and Operations

Bentley University
BS, Business

Dean College
AS, Business

NYU
Electronic Commerce Graduate Certificate Program

Domenic Papile Domenic Papile Greater Boston Area Details
Domenic Papile's State Street Bank & Trust Experience March 2008 - September 2012
Job Corrections Officer
Industry Law Enforcement
Experience
Norfolk County Sheriff's Office  September 2012 - Present
State Street Bank & Trust   March 2008 - September 2012
College of Languages   September 2007 - April 2008
State Street Bank & Trust   August 2006 - August 2007

Skills
Accounting, Auditing, Investments, Fund Accounting, Access, Project Management, Analysis, Team Management, Public Speaking, Program Management, Tax, Leadership, Research, Fundraising, Outlook, Strategic Planning, Security Operations, Policy Analysis

Education
Suffolk University   2010 — 2012
International Relations

Westfield State University   2002 — 2006
B.A., History

Westfield State University   2002 — 2006
B.S, Criminal Justice

Constance Snavley Constance Snavley Jacksonville, Florida Area Details
Constance Snavley's State Street Bank & Trust Experience September 1985 - September 1994
Job Project Manager at CSX Technology
Industry Information Technology and Services
Experience
CSX Transportation  January 2011 - Present
City of Jacksonville, FL  October 2005 - January 2011
RWD Technologies  March 1999 - October 2005
State Street Bank & Trust   September 1985 - September 1994

Education
The Johns Hopkins University - Carey Business School   1991 — 1997

Simmons College   1979 — 1983
BA, Finance

Boardman High School

Arthur Dor Arthur Dor New York, New York Details
Arthur Dor's State Street Bank & Trust Experience October 2010 - March 2014
Job Senior Accountant at LSV Advisors, LLC
Industry Financial Services
Experience
LSV Advisors, LLC   March 2014 - Present
STATE STREET BANK & TRUST   October 2010 - March 2014
STATE STREET BANK & TRUST   September 2006 - September 2010
Keller Williams Realty  May 2004 - June 2006

Skills
Computer Hardware, Microsoft Excel, Bloomberg Terminal, WSO, Training, Hedge Funds, Account Reconciliation, Equities, Corporate Actions, Options, Financial Reporting, Mutual Funds, Bloomberg, Fund Accounting, Accounting, Fixed Income, Finance, Financial Services, Financial Analysis

Education
Bentley University   2008 — 2010
MBA, Finance & Economics

University of Colorado at Denver   2002 — 2006
Bachelor of Science, Business Administration; Finance and Accounting

Jim Crane Jim Crane Greater New York City Area Details
Jim Crane's State Street Bank & Trust Experience June 1993 - June 1996
Job Group Vice President, Compensation & Benefits at Gartner
Industry Information Technology and Services
Experience
Gartner  August 2008 - Present
DTZ Americas   September 2007 - June 2008
PRIMEDIA Inc.  January 1998 - August 2007
Buck Consultants  July 1996 - January 1998
State Street Bank & Trust   June 1993 - June 1996

Skills
Deferred Compensation, Acquisition Integration, Talent Acquisition, Employee Benefits, Performance Management

Education
University of Rochester - Simon Business School   1991 — 1993
MBA, Finance

Dartmouth College   1984 — 1988
Bachelor of Arts (B.A.), Psychology

Bradford May Bradford May Fairfax, Virginia Details
Bradford May's State Street Bank & Trust Experience 1980 - 1990
Job VP Lending
Industry Banking
Experience
Healthcare Systems FCU   2008 - Present
Northwest Financial LLC   2003 - 2007
ORYX Partners International   1990 - 2003
State Street Bank & Trust   1980 - 1990

Skills
Creative Solutions, Risk Management, Mergers, Team Building, Management, Performance Tuning, Loan Origination, Mergers & Acquisitions, Banking, Leadership

Education
DePaul University
Bachelors, Economics & International Relations

Northwestern University - Kellogg School of Management

Marina Dupuy Marina Dupuy Houston, Texas Area Details
Marina Dupuy's State Street Bank & Trust Experience April 1998 - June 2000
Job SQL Server DBA at Quorum Business Solutions
Industry Oil & Energy
Experience
Quorum Business Solutions  SQL Server DBA and ERP Security AdministratorExpress Energy ServicesJuly 2013 - March 2014
HCC Insurance  September 2012 - May 2013
Hewlett-Packard  July 2011 - September 2012
JP Morgan Chase  May 2010 - June 2011
Medidata Solutions Worldwide  January 2009 - December 2009
Murphy & Durieu  October 2000 - September 2007
State Street Bank & Trust   April 1998 - June 2000

Education
The University of Texas at Austin   1994 — 1997
Bachelor's Degree, Political Science

Clark University   1998 — 1998
Certificate in Client-Server Development, Database Administration

Paula Wolf Lim Paula Wolf Lim Greater Boston Area Details
Paula Wolf Lim's State Street Bank & Trust Experience July 2012 - Present
Job Pricing Specialist at State Street Bank & Trust
Industry Financial Services
Experience
State Street Bank & Trust   July 2012 - Present
EPR Consultoria   August 2006 - August 2007
Cem Cerimonia Eventos; Guadalajara Produções; and Nossa Equipe Eventos   January 2001 - August 2007

Skills
Bilingual -..., Project Portfolio..., Bloomberg Terminal, Financial Analysis, Pricing Specialist, Project Management, Portfolio Management, Bloomberg, Management, Finance, Mutual Funds, Leadership, Banking, Customer Service

Education
UMass Boston   2011 — 2013
Bachelor's degree, College of Management, Concentration in Finance, GPA 3.68

Quincy College   2008 — 2010
Associate of Science (AS), Business Administration and Management, GPA 3.75

Universidade Federal do Rio Grande do Sul (UFRGS)   2005 — 2007
Industrial Engineering

Colegio Provincia de Sao Pedro   1990 — 2001
Middle School & High School

Jennifer M. Gonos Jennifer M. Gonos Boston, Massachusetts Details
Jennifer M. Gonos's State Street Bank & Trust Experience December 2013 - March 2015
Job Transactional Attorney
Industry Legal Services
Experience
Global Partners LP  March 2015 - Present
State Street Bank & Trust   December 2013 - March 2015
Statoil  June 2013 - October 2013
Lone Star Legal Aid  January 2012 - April 2012
Lusk and Evans   June 2008 - July 2010
Joseph D. McNeff & Associates   August 2002 - June 2005

Skills
Legal Writing, Criminal Law, Family Law, Bankruptcy, Pleadings, Legal Research, Westlaw, Litigation, Civil Litigation, Legal Assistance, Mediation, Trials, Commercial Litigation, Lexis, Corporate Law, Litigation Support

Education
Boston University School of Law   2013 — 2015
Master of Laws (LLM), Banking, Corporate, Finance, and Securities Law

South Texas College of Law   2010 — 2012
Juris Doctor, Law

BPP Law School, Summer 2012
Courses in International Business Transactions and Comparative Property Rights

Texas State University   2005 — 2008
Bachelors of Liberal Arts, International Relations; Business Focus

Jodie Gingrass Jodie Gingrass Greater Salt Lake City Area Details
Jodie Gingrass's State Street Bank & Trust Experience December 1987 - September 1988
Job Hospitality Professional Specializing in New Resort Properties
Industry Hospitality
Experience
Premier Resorts International, LLC   January 1998 - September 2009
Deer Valley Lodging  October 1988 - January 1998
State Street Bank & Trust   December 1987 - September 1988
Deer Valley Lodging  January 1983 - August 1987

Skills
Hotel Management, Strategic Planning, Revenue Analysis, Budgets, Hospitality, Resorts, Start-ups, Marketing, Management, Forecasting, Public Relations, Business Strategy, Customer Service, Event Management, Business Development, Marketing Management, Real Estate

Education
Brandeis University
Bachelor of Arts, Biology & Biochemistry

University of Utah - David Eccles School of Business
Master of Business Administration, Marketing & Finance

Maureen O'Gorman Maureen O'Gorman Providence, Rhode Island Area Details
Maureen O'Gorman's State Street Bank & Trust Experience 1990 - 1994
Job Vice President
Industry Internet
Experience
State Street Corporation  2007 - Present
State Street Corporation  2006 - 2006
State Street  2000 - 2006
State Street  1998 - 2000
State Street Boston Corporation   1994 - 1998
Waldenbooks  October 1990 - May 1994
State Street Bank & Trust   1990 - 1994

Skills
Business Analysis, Process Improvement, SDLC, Vendor Management, Business Process, Mutual Funds, Mobile Devices, Integration, CRM, Cloud Computing, Project Management, Management, Financial Services, Agile Methodologies, Analysis, Visio, Web Development, Program Management, IT Strategy, Analytics, Risk Management, Testing, PMP, Disaster Recovery, Human Resources, Software Project..., Change Management, Enterprise Architecture, Start-ups, Cross-functional Team..., Management Consulting, SharePoint, Requirements Analysis, Business Requirements, Business Process..., Web Applications, Internet, Web Analytics, Business Intelligence, Software Documentation, PMO, Lean Six Sigma, Lean Thinking, Continuous Improvement, User Experience

Education
Bryant University
Certificate, Lean SIx Sigma Green/Black Belt

Moresteam University / State Street Institute   2012 — 2012
IT Lean

Bryant University   2007 — 2007
Project Management Program Certificate

Providence College   2003 — 2005
MA, History

University of Rhode Island   1984 — 1989
BA, Economics

University of Rhode Island   1984 — 1989
BS, Finance

Aldrich Jr. High School

SXA

Jason Robinett Jason Robinett Blue Springs, Missouri Details
Jason Robinett's State Street Bank & Trust Experience May 2006 - June 2015
Job
Industry
Experience
State Street Bank & Trust   May 2006 - June 2015
Price Chopper Supermarket  June 1999 - May 2006

Education
University of Missouri-Kansas City   2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Adam Fingerman Adam Fingerman San Francisco Bay Area Details
Adam Fingerman's State Street Bank & Trust Experience May 1992 - June 1994
Job Chief Experience Officer & Founder ArcTouch
Industry Computer Software
Experience
ArcTouch - App Development Studio   2009 - Present
AppGlu - Ready-to-Run Mobile Apps   2013 - 2015
Caustic Graphics (now Imagination Technologies)   March 2007 - November 2008
Roxio (acquired by Rovi Corporation)   April 2002 - March 2007
Lucent Technologies Venture Group   1998 - 2001
Apple  1995 - 1998
State Street Bank & Trust   May 1992 - June 1994
CSC Consulting  May 1990 - May 1992

Skills
Product Management, Product Strategy, Product Development, Go-to-market Strategy, Positioning, Mobile Applications, iOS, Pricing, Mobile Devices, Product Marketing, SaaS, Strategic Partnerships, Competitive Analysis, Cross-functional Team..., Start-ups, Wireless, Management, Strategy, Enterprise Software, E-commerce, Software Development, Cloud Computing, Leadership, User Experience, Marketing, Sales Enablement, Mobile Technology, Entrepreneurship

Education
New York University - Leonard N. Stern School of Business   1994 — 1996
MBA, Management, Marketing

Tufts University   1986 — 1990
BS, Engineering

René Torgersen, CFA René Torgersen, CFA Greater Boston Area Details
René Torgersen, CFA's State Street Bank & Trust Experience December 2005 - February 2007
Job Senior Analyst at Columbia Threadneedle Investments.
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  April 2012 - Present
Pioneer Investments  November 2007 - April 2012
State Street Bank & Trust   December 2005 - February 2007
State Street Bank & Trust   March 2007 - 2007
Boston Capital Corporation   August 2005 - December 2005
Radius Capital Managament   June 2004 - August 2004
Suffolk University  May 2002 - June 2003
Norwegian Air Force   September 2000 - December 2001
NATO Stabilization Forces (Peacekeeping)   March 1999 - August 2000
Norwegian Air Force   July 1991 - March 1999

Education
Boston University Questrom School of Business   2003 — 2005
MBA

Boston University Questrom School of Business   2003 — 2005
MS

Suffolk University - Sawyer Business School   2002 — 2003
BSBA

Alvin Menon Alvin Menon Greater Boston Area Details
Alvin Menon's State Street Bank & Trust Experience January 1999 - December 1999
Job Lead Virtualization Engineer at Rapid7
Industry Computer & Network Security
Experience
Rapid7  April 2014 - Present
Rapid7  July 2012 - April 2014
Hinckley, Allen & Snyder LLP   April 2012 - July 2012
Nokia  September 2009 - May 2012
Nuance Communications  September 2006 - November 2008
Staples  December 2005 - September 2006
University of Massachusetts Dartmouth Part Time   September 2002 - December 2005
Stone Station New England   June 2001 - September 2002
Staples  December 2000 - June 2001
State Street Bank & Trust   January 1999 - December 1999

Skills
CCNA, Security+, MCSA, Troubleshooting, Network Administration, Cisco Catalyst Switches, Network Security, VMware ESX, Software Installation, vSphere, Configure, Servers, Firewalls, Routers, VMware, Operating Systems, Active Directory, Windows, Windows Server, Linux, System Administration, Cisco, Windows Server 2008, DNS, Switches, Microsoft Exchange, Security, Cisco Technologies, Technical Support, Networking, ITIL, XP, Hardware, IT Service Management, VMware Infrastructure, Computer Hardware, TCP/IP, Information Technology, Computer Security, VPN, Virtualization, Data Center, Cloud Computing, Information Security, Storage, Ubuntu, Integration, SAN, DHCP, Red Hat Linux

Education
Global Knowledge   2008 — 2008

University of Massachusetts Dartmouth   2002 — 2005
Bachelor of Science, Management of Information Systems

Boston University   1994 — 1996
Biology

Russ Paulin Russ Paulin Greater Boston Area Details
Russ Paulin's State Street Bank & Trust Experience 1990 - 1996
Job Experienced Systems Development Project Manager
Industry Financial Services
Experience
Self-Employed Empathium Solutions   July 2011 - Present
Friends of the Norwell Public Library   2009 - July 2011
Fidelity  February 2001 - June 2008
Fidelity Investments  February 2001 - June 2008
Bank Boston  1996 - 2001
State Street Bank & Trust   1990 - 1996
CSC Partners  1984 - 1990
Computer Partners  1984 - 1990
CSC Consulting  1984 - 1990
Computer Sciences Corporation  1984 - 1990

Skills
Business Analysis, Financial Services, SDLC, Agile Methodologies, Integration, Enterprise Architecture, Requirements Analysis, PMP, Software Project..., Requirements Gathering, Program Management, Process Improvement, Databases, Management, Architecture, Vendor Management, Risk Management, Data Warehousing, IT Strategy, PMO, Project Portfolio..., Business Process..., Business Process, Visio, Business Intelligence, Business Requirements, Agile Project Management, Project Management, Consulting

Education
ARHS

University of Massachusetts, Amherst

Jennifer Shin Jennifer Shin Greater Boston Area Details
Jennifer Shin's State Street Bank & Trust Experience 2006 - 2009
Job Consultant at Systems Evolution, Inc.
Industry Management Consulting
Experience
SEI - Boston, LLC, a Systems Evolution, Inc. Company   2013 - Present
Wolverine World Wide  2009 - 2013
State Street Bank & Trust   2006 - 2009
Deloitte Consulting  2003 - 2006
Arthur Andersen  2001 - 2002
Intel  1995 - 1999

Skills
Management Consulting, IT Strategy, Business Analysis, Business Process..., SDLC, Business Process, Process Improvement, Vendor Management, Cross-functional Team..., Project Portfolio..., Program Management, Project Management, ERP, Enterprise Software

Education
Cornell University   1991 — 1995
B.S., Chemical Engineering

Nathan Bucholtz Nathan Bucholtz Greater Boston Area Details
Nathan Bucholtz's State Street Bank & Trust Experience April 2004 - July 2007
Job Investment Accounting Officer at MIT Investment Management Company
Industry Financial Services
Experience
Massachusetts Inst. of Tech IM Co.   August 2007 - Present
State Street Bank & Trust   April 2004 - July 2007

Skills
Hedge Funds, Bloomberg, Investments, Financial Modeling, Asset Managment, Fixed Income, Financial Analysis, Risk Management, Equities, Private Equity, Accounting, Fund Accounting, Valuation, Due Diligence, Portfolio Management, Fund Administration, Financial Reporting, Mutual Funds, Microsoft Excel, Asset Management, Fund Of Funds, Derivatives, Securities, Alternative Investments, Finance, Financial Services, Investment Management

Education
Columbus College of Art & Design   1995 — 1999
Bachelor of Fine Arts (B.F.A.), Time Based Media Studies

Lina Gillan Lina Gillan Greater Boston Area Details
Lina Gillan's State Street Bank & Trust Experience 2012 - Present
Job VicePresident, Global Markets Information Technology at State Street Bank & Trust
Industry Information Technology and Services
Experience
State Street Bank & Trust   2012 - Present
State Street Bank  2006 - 2012
Citizens Bank  2005 - 2006
Fleet National Bank (BankBoston & Robertson Stephens)   2003 - 2005
Fleet National Bank  1995 - 2003
BankBoston  1988 - 1995

Skills
Dual Fluency: Spanish &..., Derivatives, Global Project..., Capital Markets, Business Analysis, Quality..., Strategic & Tactical..., Merger/Aquisition..., Software Implementation, Business Process..., Vendor Management, Client Relationship..., Fixed Income, Project Management, CRM, Trading Systems, SDLC, Interest Rate..., Banking, FX Options, Equities, Swaps, Back Office, Financial Services, Options, Settlement, Financial Risk

Education
Boston University
BSBA

Jeanne Chin Jeanne Chin Greater Boston Area Details
Jeanne Chin's State Street Bank & Trust Experience July 1989 - December 1990
Job Database Developer
Industry Financial Services
Experience
Bullhorn  October 2010 - Present
Fluent Technologies  February 2010 - October 2010
State Street Bank  July 2004 - February 2010
ValueOptions  April 2001 - July 2004
John Hancock Funds  January 2001 - April 2001
OneBeacon Insurance  September 1998 - December 2000
OneBeacon Insurance  August 1996 - August 1998
Massachusetts Water Resources Authority  November 1993 - August 1996
Massachusetts Water Resources Authority  December 1990 - November 1993
State Street Bank & Trust   July 1989 - December 1990

Education
Boston University   2000 — 2000
Professional Certificate

Northeastern University   1984 — 1989

Kyle Crandall Kyle Crandall Greater Boston Area Details
Kyle Crandall's State Street Bank & Trust Experience May 2004 - February 2007
Job Client Onboarding Officer
Industry Financial Services
Experience
State Street Global Markets  2007 - Present
State Street Bank & Trust   May 2004 - February 2007
State Street  2001 - 2004

Skills
Risk Management, Securities Lending, Financial Services, Operations Management, Analysis, Asset Managment, Financial Analysis, Asset Management, Financial Markets, Financial Modeling, Portfolio Management, Trading, Alternative Investments, Banking, Financial Risk, Finance, Investments, Relationship Management

Education
Massachusetts College of Liberal Arts   1996 — 2000
Bachelor of Science (BS), Finance

Jennifer Moxon (Cassidy) Jennifer Moxon (Cassidy) Greater Denver Area Details
Jennifer Moxon (Cassidy)'s State Street Bank & Trust Experience January 2002 - August 2002
Job Managing Member at Comprehensive Compliance Partners LLC
Industry Investment Management
Experience
Comprehensive Compliance Partners LLC   August 2011 - Present
Janus  January 2010 - August 2011
Janus Capital Group  June 2003 - January 2010
Deutsche Bank  August 2002 - June 2003
State Street Bank & Trust   January 2002 - August 2002

Skills
Mutual Funds, Securities, Series 7, Asset Management, Hedge Funds, FINRA, Series 63, Series 24, Investment Management, Equities

Education
University of Colorado at Boulder   1995 — 1999
Bachelor of Arts (B.A.), Spanish Literature and Latin American Studies

Keith Brodeur Keith Brodeur Greater Boston Area Details
Keith Brodeur's State Street Bank & Trust Experience September 2001 - June 2005
Job Accounts Payable Supervisor at Potpourri Group Inc.
Industry Accounting
Experience
Potpourri Group Inc.  January 2010 - Present
L-1 Identity Solutions  June 2007 - December 2009
Questex Media Group  June 2005 - June 2007
State Street Bank & Trust   September 2001 - June 2005

Skills
Financial Reporting, Sarbanes-Oxley Act, PowerPoint, Process Improvement, Variance Analysis, Business Analysis, Oracle E-Business Suite, Analysis, Retail, Kronos

Education
Plymouth State University   1997 — 2001
Bachelor's of Science, Business Administration and Management, General

Landgie Jeanty Landgie Jeanty Greater Boston Area Details
Landgie Jeanty's State Street Bank & Trust Experience July 2007 - Present
Job Business Analyst at State Street Bank & Trust
Industry Financial Services
Experience
State Street Bank & Trust   July 2007 - Present
Investors Bank & Trust  August 2006 - July 2007
Investors Bank & Trust Co.   April 2005 - August 2006
Investors Bank & Trust Co.   March 1999 - April 2005

Skills
Fund Accounting, Corporate Actions, Fixed Income, Equities, Bloomberg, Mutual Funds, Financial Services, Hedge Funds, Asset Management, Investments

Education
Springfield College   1994 — 1998

Casey Lea Casey Lea Henderson, Nevada Details
Casey Lea's State Street Bank & Trust Experience May 2011 - September 2012
Job Managing Director, Quantitative Analytics & Services at EVA Dimensions
Industry Financial Services
Experience
EVA Dimensions  May 2015 - Present
EVA Dimensions  September 2012 - Present
State Street Bank & Trust   May 2011 - September 2012
Credit Suisse  June 2007 - February 2011
Credit Suisse  February 2002 - June 2007
HOLT VALUE ASSOCIATES  September 2001 - February 2002
PurchasePro  April 2001 - August 2001
HOLT Alliance Services   November 1999 - March 2001
VALUAD SOFTWARE US   April 1998 - November 1999
Gatling Group   November 1997 - April 1998

Skills
Valuation, Financial Modeling, Investments, Portfolio Management, Equities, Financial Analysis, Risk Management, Asset Management, Treasury Management, Banking, ICAAP, Credit Risk, Management Consulting, Finance, Financial Reporting, Economics, Information Technology, Capital Budgeting, Financial Risk, Free Cash Flow, Performance Measurement, Statistical Modeling, CCAR, Capital Structure, Mergers, Microsoft Office, Microsoft Excel, ClariFi, Quantitative Finance, Quantitative Research, Quantitative Analytics

Education
Babson College - Franklin W. Olin Graduate School of Business   2011 — 2013
MBA, Finance

Tufts University   1991 — 1995
Bachelor of Arts, Economics and International Relations

Mark Hanna Mark Hanna Albany, New York Details
Mark Hanna's State Street Bank & Trust Experience January 2000 - August 2003
Job Vice President Trust Team Lead at Key Private Bank
Industry Investment Management
Experience
KeyBank  October 2013 - Present
Oakbrook Solutions  May 2013 - September 2013
KeyBank  May 2013 - September 2013
Lawler Wood Housing, LLC  March 2011 - May 2013
QCG Invest   May 2010 - March 2011
Clayton Bank and Trust  January 2007 - May 2010
Clayton Bank and Trust  September 2003 - May 2010
State Street Bank & Trust   January 2000 - August 2003

Skills
Accounting, Portfolio Management, Investment Management, Investments, Banking, Bonds, Client Presentation, Credit Analysis, Credit, Wealth Management, Financial Reporting, Financial Analysis, Financial Modeling, Asset Management, Due Diligence, Management, Analysis, Leadership, Business Development, Finance, Mutual Funds, Auditing

Education
Southern Trust School   2004 — 2006

Carnegie Mellon University   1998 — 2002

St. Mark's School   1996 — 1998

Weston High School   1993 — 1997

Realms of Inquiry   1991 — 1992

Deane Gyllenhaal Deane Gyllenhaal Greater Boston Area Details
Deane Gyllenhaal's State Street Bank & Trust Experience July 1990 - November 1992
Job Senior Portfolio Manager at Geode Capital Management
Industry Investment Management
Experience
Hartford Investment Management  2006 - August 2014
State Street Global Advisors  June 2005 - September 2006
State Street Global Advisors  March 2004 - June 2005
State Street Global Advisors  September 1996 - March 2004
State Street Global Advisors  March 1994 - September 1996
Brown Brothers Harriman  November 1992 - March 1994
State Street Bank & Trust   July 1990 - November 1992

Skills
Equities, Investments, Portfolio Management, Asset Allocation, Trading, Risk Management, Mutual Funds, Valuation, Emerging Markets, ETFs, Financial Services, Asset Management

Education
Babson College   1997 — 2001
MBA

Bentley University   1986 — 1990
Finance & Economics

ANC   1983 — 1986

Jolene Olson Jolene Olson Greater Boston Area Details
Jolene Olson's State Street Bank & Trust Experience ManagerState Street1999 - 2010
Job Senior Paralegal & Officer at State Street Bank & Trust
Industry Legal Services
Experience
State Street Bank & Trust   ManagerState Street1999 - 2010

Education
Champlain College   1992 — 1994

Evin Wick Evin Wick Washington D.C. Metro Area Details
Evin Wick's State Street Bank & Trust Experience October 2007 - July 2009
Job Tax Associate at Abramson & Associates, LLC
Industry Legal Services
Experience
Abramson & Associates, LLC   October 2013 - Present
DC Superior Court  January 2013 - October 2013
Georgetown University Law Center  August 2009 - December 2012
U.S. Coast Guard   July 2011 - May 2012
Judge Carol Ann Dalton   September 2010 - December 2010
Environmental Defense Fund  June 2010 - August 2010
Advocates for Children's Services   June 2009 - August 2009
State Street Bank & Trust   October 2007 - July 2009
Olympic Precision Manufacturing   January 2006 - March 2006

Skills
Tax Law, Tax Accounting, Accounting, Legal Research, Microsoft Excel, Tax, Partnership Tax Returns, Corporate Law, Policy, Legal Writing, QuickBooks, International Law, Partnership Taxation, Corporate Tax, Financial Accounting, Tax Compliance, Financial Reporting, Lexis, Policy Analysis, LexisNexis, Securities, Westlaw, Sage 50, UltraTax, Account Reconciliation, Ruby on Rails, Tableau, MS Excel Pivot Tables, Non-profit..., Corporate Governance, Financial Analysis, Administrative Law, Appeals, Hearings, Trials

Education
Georgetown University Law Center   2009 — 2012
Juris Doctor; LLM, Taxation

Skidmore College   2003 — 2007
Bachelor of Arts, Economics & International Relations Double Major, Latin American Studies Minor

Patti Walsh Patti Walsh Greater Boston Area Details
Patti Walsh's State Street Bank & Trust Experience October 2005 - October 2007
Job Vice President at State Street Corporation
Industry Financial Services
Experience
State Street  June 2008 - Present
State Street  October 2007 - June 2008
State Street Bank & Trust   October 2005 - October 2007
State Street  December 1999 - October 2005
State Street  1997 - December 1999
State Street  May 1983 - 1997

Skills
Risk Management, Fund Accounting, Fixed Income, IT Strategy, Enterprise Risk..., Mutual Funds, Equities, Financial Services, Vendor Management, Project Management, Project Planning, SDLC, Operations Management, Pensions, Staff Management, Staff Development

Education
Stonehill College   1978 — 1982
BSBA, Accounting

Charlie Ardis Charlie Ardis Greater Philadelphia Area Details
Charlie Ardis's State Street Bank & Trust Experience 1993 - 2003
Job Operations Manager at International Fund Services (NA) LLC, A State Street Company
Industry Accounting
Experience
International Fund Services (NA) LLC, A State Street Company   October 2013 - Present
Caxton Associates, LLC  September 2004 - Present
Merrill Lynch  1993 - 2003
State Street Bank & Trust   1993 - 2003
Merrill Lynch Investment Managers  1988 - 2003

Skills
Fixed Income, Derivatives, Middle Office, Bloomberg, Equities, Financial Services, Account Reconciliation, Fund Accounting, Hedge Funds, Operations Management, Securities, Auditing, Mutual Funds, Back Office, Accounting

Education
Shippensburg University of Pennsylvania   1983 — 1987

JASON BOUCHER JASON BOUCHER Greater Boston Area Details
JASON BOUCHER's State Street Bank & Trust Experience July 1994 - March 1995
Job Vice President of Finance at American Renal Associates
Industry Computer Software
Experience
American Renal Associates  May 2011 - Present
PEGASYSTEMS INC.  January 2007 - May 2011
Boston Communications Group, Inc.   January 2005 - January 2007
Narad Networks, Inc.   June 2001 - January 2005
3Plex.com   July 2000 - June 2001
Deloitte & Touche  December 1998 - July 2000
Gately & Associates   December 1996 - December 1998
Fleet Real Estate & Capital   March 1995 - December 1996
State Street Bank & Trust   July 1994 - March 1995

Skills
SOX, Financial Reporting, Accounting, SEC reporting, GAAP, Internal Controls, Process Improvement, Strategic Planning, Risk Management, Excel

Education
Suffolk University   1994 — 1996
MBA

Plymouth State University   1989 — 1994
BS, Accounting

Bishop Guertin High School   1985 — 1989
High School

Monica Rana Monica Rana Greater Boston Area Details
Monica Rana's State Street Bank & Trust Experience August 2004 - January 2005
Job Financial Coordinator at DanaFarber Cancer Institute
Industry Hospital & Health Care
Experience
Dana-Farber Cancer Institute  August 2005 - Present
Dana-Farber Cancer Institute  January 2005 - August 2005
State Street Bank & Trust   August 2004 - January 2005
Brown Brothers Harriman  January 2004 - August 2004

Education
Suffolk University   2000 — 2004
BS, Management and Accounting

Revere High School   1996 — 2000

Darren Bergeron Darren Bergeron Greater Boston Area Details
Darren Bergeron's State Street Bank & Trust Experience 2003 - 2007
Job Principal FP&A Analyst at Raytheon
Industry Financial Services
Experience
Us Air Froce  November 2014 - Present
Raytheon  January 2014 - November 2014
Raytheon  January 2012 - December 2013
Raytheon  May 2011 - December 2011
Raytheon  May 2009 - May 2011
Raytheon  December 2007 - May 2009
State Street  April 2007 - December 2007
State Street  August 2003 - April 2007
State Street Bank & Trust   2003 - 2007
ibasys   2003 - 2003

Skills
Bloomberg, Financial Analysis, Access, Process Improvement, Microsoft Excel, Fund Accounting, Microsoft Office, PowerPoint, Earned Value Management, SAP, Vlookup, Financial Services, Problem Solving, Forecasting, Budgets, Financial Modeling, Financial Reporting, Equities, Analysis, Management, Variance Analysis, Managerial Finance

Education
Bentley University   2000 — 2002
BS, Finance

Bryant University   1998 — 2000
NA, Finance

Heather Langley Heather Langley Greater Boston Area Details
Heather Langley's State Street Bank & Trust Experience 1989 - 1994
Job Staff Accountant at East Side Clinical Laboratory
Industry Accounting
Experience
East Side Clinical Laboratory  April 2015 - Present
CDI Corporation  April 2014 - May 2014
CVS Caremark Corporation  March 2010 - November 2013
Human Services Management Corporation  March 2008 - August 2009
Prime Mortgage Financial  October 2006 - January 2008
State Street Bank & Trust   1989 - 1994
State Street Bank  1988 - 1994

Skills
Hyperion Enterprise, Financial Analysis, Accounting, Finance, Financial Reporting, Forecasting, General Ledger, SAP, Sarbanes-Oxley Act, Account Reconciliation, Analysis, Budgets, Hyperion

Education
Northeastern University   1987 — 1993

Jeanne Reposa Jeanne Reposa Greater Boston Area Details
Jeanne Reposa's State Street Bank & Trust Experience 2002 - 2006
Job International Compensation and Payroll Analyst at Mobility Services International
Industry Information Technology and Services
Experience
Mobility Services International  April 2010 - Present
BearingPoint  September 2006 - April 2010
State Street Bank & Trust   2002 - 2006
Polaroid  2000 - 2002

Education
Bryant University
Associates, Business Administration - Concentration in Accounting

Rudy Charles Zekou Rudy Charles Zekou Charlotte, North Carolina Area Details
Rudy Charles Zekou's State Street Bank & Trust Experience May 2007 - July 2009
Job Business Development Manager at la Voix de la Resisante Africaine
Industry Investment Management
Experience
la Voix de la Resisante Africaine   March 2013 - Present
REAL OPERATION INTELLIGENCE   March 2003 - December 2013
Bonaire Software Solutions  July 2012 - February 2013
Groupe Expert de Cote D'Ivoire / GECI   November 2009 - February 2012
State Street Bank & Trust   May 2007 - July 2009
State Street Bank & Trust   August 2006 - April 2007
Rogerson Communities  December 2004 - May 2006
ADVEST  October 2003 - September 2004
Clinical Lab. Partners   July 2002 - August 2003

Skills
Bloomberg, Fixed Income, Fund Accounting, Mutual Funds, Financial Analysis, Bloomberg Terminal, Investments, Risk Management, Finance, Accounting, Management, Internal Controls, Business Planning, Account Reconciliation, Asset Management

Education
The University of Connecticut School of Business   2003 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Universite Paris 13 St Denis   1993 — 1996
Bachelor of Applied Science (BASc), Sociology, Musicology

Universite Paris 8, Institut Gallilee   1989 — 1993
Master of Science (M.S.), Finance, General

Max Taylor Max Taylor Greater Boston Area Details
Max Taylor's State Street Bank & Trust Experience March 2003 - June 2009
Job IT Sourcing Director
Industry Financial Services
Experience
The CCS Companies  October 2010 - Present
Bristol yacht club  2011 - 2014
Bristol yacht club  2011 - 2014
State Street Bank & Trust   March 2003 - June 2009
WRQ,Inc (now Attachmate)   August 2000 - September 2002
Heroix  January 1999 - August 2000
Computer Associates  August 1996 - January 1999

Skills
Negotiation, Vendor Relations, Procurement, Vendor Management, RFP, Strategic Sourcing, Process Improvement, Cross-functional Team..., Outsourcing, Business Analysis, Analysis, Strategic Planning, Risk Management, Budgets, Management, Leadership, Team Leadership, Sourcing, Supply Management, Business Intelligence, Business Process, Enterprise Software, Mergers & Acquisitions, Integration, ERP, Business Process...

Education
International Yacht Restoration School   2009 — 2010
Certificate

Boston University   2002 — 2003

Bryant University   1979 — 1982
BSBA

Taunton High School

Taunton High School

Taunton High School

Barbara Wipf Barbara Wipf Greater Boston Area Details
Barbara Wipf's State Street Bank & Trust Experience 1994 - 1996
Job Homemaker
Industry Financial Services
Experience
State Street Research  2000 - 2002
Fidelity Management & Research  1996 - 1998
State Street Bank & Trust   1994 - 1996

Skills
Investments, Financial Risk, Equities, Fixed Income, Asset Management, Financial Modeling, High Yield, Valuation, Due Diligence, Private Equity, Sales, Management, Marketing, Leadership, Securities Lending, Business Strategy

Education
Columbia University - Columbia Business School   1998 — 2000
Masters of Business Administration, Finance

University of Virginia   1988 — 1992
Bachelor of Arts (B.A.), History, Economics

Widja Badal, MST, CPA, CGMA Widja Badal, MST, CPA, CGMA Greater Boston Area Details
Widja Badal, MST, CPA, CGMA's State Street Bank & Trust Experience August 2008 - April 2011
Job Investment Tax Professional
Industry Financial Services
Experience
Investment Services   September 2013 - Present
Ernst & Young LLP  May 2011 - August 2013
State Street Bank & Trust   August 2008 - April 2011
PricewaterhouseCoopers LLP  January 2006 - July 2008
Gray Rambusch LLC   December 2001 - December 2005

Skills
Corporate Tax, Partnership Taxation, CPA, Tax Research, State Tax, Financial Statements, Financial Accounting, Tax Returns, FIN 48, Financial Analysis, Hedge Funds, US Tax, QuickBooks, Fixed Assets, General Ledger, Private Equity, Big 4, Tax Preparation, Tax Accounting

Education
Suffolk University - Sawyer Business School   2003 — 2005
MST/GDPA, Master of Science in Taxation/Accounting

Suffolk University - Sawyer Business School

Eric Druckman Eric Druckman Greater Atlanta Area Details
Eric Druckman's State Street Bank & Trust Experience 1997 - 1999
Job Banking Professional
Industry Banking
Experience
ING  1999 - 2002
First Data ISG   1997 - 1999
State Street Bank & Trust   1997 - 1999

Education
Elizabethtown College   1992 — 1997

Kari Strouth Kari Strouth Greater Boston Area Details
Kari Strouth's State Street Bank & Trust Experience September 2003 - December 2010
Job Senior Category Director Enterprise Services at National Grid
Industry Financial Services
Experience
National Grid  August 2013 - Present
National Grid  December 2011 - Present
Blue Cross Blue Shield of Massachusetts  December 2010 - December 2011
State Street Bank & Trust   September 2003 - December 2010
State Street Bank and Trust Company  September 2003 - December 2010
G  January 1998 - January 2003
American Council for International Study   January 1994 - January 1998

Skills
Vendor Management, RFP, Contract Negotiation, Procurement, Negotiation, Outsourcing, Process Improvement, Program Management, Strategic Sourcing, Project Management, Cross-functional Team..., Business Process..., Project Portfolio...

Education
Syracuse University
Bachelor's Degree; a dual degree, Political Science and Journalism

Dianne Cundiff Dianne Cundiff Greater Boston Area Details
Dianne Cundiff's State Street Bank & Trust Experience 1989 - 1997
Job Desktop Support Specialist
Industry Computer Hardware
Experience
College of the Holy Cross  2007 - Present
State Street Bank & Trust   1989 - 1997

Education
University of Massachusetts Lowell   1985 — 1989

Alex Zeidman Alex Zeidman Greater Boston Area Details
Alex Zeidman's State Street Bank & Trust Experience October 2006 - January 2009
Job Officer at State Street
Industry Financial Services
Experience
State Street  March 2012 - Present
State Street  January 2009 - March 2012
State Street Bank & Trust   October 2006 - January 2009
BFG Communications  June 2006 - October 2006

Education
Boston University Questrom School of Business   2002 — 2006
B.S.B.A., Finance & Philosophy

Thomas Chiappini Thomas Chiappini Dallas/Fort Worth Area Details
Thomas Chiappini's State Street Bank & Trust Experience July 2003 - April 2007
Job Assistant Vice President, JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase  May 2010 - Present
JPMorgan Chase  January 2010 - Present
JPMorgan Chase  April 2007 - Present
JPMorgan Chase  April 2007 - May 2010
State Street Bank & Trust   July 2003 - April 2007
State Street Bank  June 2003 - April 2007

Education
Merrimack College   1999 — 2003
BS, Business Admin - Accounting

Scott Santoro Scott Santoro Dallas/Fort Worth Area Details
Scott Santoro's State Street Bank & Trust Experience 1994 - 1999
Job Sales Programs at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines  April 2012 - Present
American Airlines  February 2010 - April 2012
American Airlines  June 2008 - February 2010
American Airlines  December 2007 - June 2008
American Airlines  February 2005 - February 2008
American Airlines  November 2004 - February 2005
American Airlines  May 2001 - November 2004
Arthur Andersen  2000 - 2001
Thomson Financial  1999 - 2000
State Street Bank & Trust   1994 - 1999

Education
University of Notre Dame - Mendoza College of Business   2007 — 2008
Executive MBA

University of Maine   1990 — 1994
Business Administration, Finance

James J. Byleckie James J. Byleckie Greater Boston Area Details
James J. Byleckie's State Street Bank & Trust Experience 2007 - 2008
Job Senior Business Analyst, Clinical Research Informatics at DanaFarber Cancer Institute
Industry Information Technology and Services
Experience
BH Enterprises   Senior Business Analyst, Clinical Research InformaticsDana-Farber Cancer Institute2010 - Present
Cross Country Automotive Services  June 2008 - June 2009
State Street Bank  2007 - 2008
State Street Bank & Trust   2007 - 2008
McKesson Health Solutions  2005 - 2006
Clear Methods   2004 - 2005
Gensym  1996 - 2001
Gensym  1996 - 2001
GTE Government Systems  1980 - 1995

Education
Stevens Institute of Technology   1965 — 1969
Bachelor of Science, Math and Physics

Harvard University

Bob Novellano Bob Novellano Kansas City, Missouri Area Details
Bob Novellano's State Street Bank & Trust Experience July 1995 - April 2014
Job Senior Vice President
Industry Financial Services
Experience
State Street Bank & Trust   July 1995 - April 2014
The Chase Manhattan Bank  1983 - 1995

Skills
Mutual Funds, Securities, Equities, Fund Accounting, Fund Administration, Alternative Investments, Hedge Funds, Financial Services, Asset Management, Corporate Actions, Risk Management, Quality Improvement, Process Improvement, Project Management, Employee Learning &..., Cost Reduction, Negotiaton

Education
State University of New York College at Oswego   1977 — 1981
Bachelor of Science (B.S.), Accounting and Business/Management

Rosemary Wilton Rosemary Wilton Greater Denver Area Details
Rosemary Wilton's State Street Bank & Trust Experience November 2003 - August 2005
Job Audit Manager at QEP Resources, Inc.
Industry Financial Services
Experience
QEP Resources, Inc.   January 2014 - Present
Wells Fargo  June 2013 - December 2013
Experis  December 2012 - June 2013
Western Union  November 2011 - September 2012
Western Union  September 2005 - November 2011
State Street Bank & Trust   November 2003 - August 2005
PricewaterhouseCoopers  August 2001 - November 2003

Skills
Sarbanes-Oxley Act, Risk Management, Internal Controls, Financial Analysis, Internal Audit, Financial Services

Education
University of Colorado Boulder   1996 — 2001
MS/BS, Accounting

University of Colorado Boulder - Leeds School of Business   1996 — 2001

Jennifer Randall Jennifer Randall Tampa/St. Petersburg, Florida Area Details
Jennifer Randall's State Street Bank & Trust Experience October 2007 - September 2011
Job VP, HR Professional Services at Citi
Industry Human Resources
Experience
Citi  October 2013 - Present
State Street Bank  September 2011 - January 2013
State Street Bank & Trust   October 2007 - September 2011
State Street Bank  October 2000 - October 2007
Assurant Employee Benefits  July 1996 - October 2000

Skills
Employee Relations, Onboarding, FMLA, Leaves, Talent Acquisition, Human Resources, Performance Improvement, Performance Consulting, Compensation Strategies, Business Partner..., Recruiting, PeopleSoft, Employee Benefits, ER issues, Employee Consultation, Disciplinary &..., EEO, Federal Employment Law, Employee Relations..., Generalist Duties, Performance Management, Employee Engagement, Workforce Planning, Employment Law, Sourcing, Succession Planning, College Recruiting, Applicant Tracking..., Talent Management, HR Policies, Change Management, Interviews, Financial Services, Strategy, Affirmative Action, Employee Recognition, Project Management, Productivity, Strategic Planning, Data Analysis, Training, Temporary Placement, Policy Writing, Employee Training, Employee Handbooks, Hiring Employees, Reporting Metrics, HR Metrics, Leadership, HRIS

Education
Webster University   1997 — 2000
Master of Arts (MA), Human Resources Management and Services

State University of New York Institute of Technology at Utica/Rome
BPS, Business Administration

State University of New York at Delhi
AAS, Travel and Tourism

Jim Polechronis Jim Polechronis Greater Boston Area Details
Jim Polechronis's State Street Bank & Trust Experience 1995 - 1999
Job Senior Business Support Analyst at The Baupost Group
Industry Financial Services
Experience
The Baupost Group  May 2014 - Present
Fidelity Investments  June 2006 - April 2014
IGEFI   2005 - 2006
State Street Bank & Trust   1995 - 1999

Skills
Websphere, Requirements Analysis, Business Analysis, Requirements Gathering, Operating Systems, Systems Analysis, System Design, Quality Assurance, Project Planning, Mutual Funds, SDLC, Software Project..., Business Requirements, Vendor Management, Financial Services, Process Improvement

Education
Boston College - Carroll School of Management   1996 — 1999
Bachelor of Science, Finance

Travis Harris Travis Harris Greater Chicago Area Details
Travis Harris's State Street Bank & Trust Experience June 1992 - April 1997
Job Senior Executive Sales Specialist at Shire Pharmaceuticals
Industry Pharmaceuticals
Experience
Shire Pharmaceuticals  March 2002 - Present
Lialda, and Pentasa   March 2002 - Present
Broadcast Electronics  April 1997 - March 2002
Broadcast Electronics  April 1997 - March 2002
Broadcast Electronics  March 1997 - March 2002
State Street Bank & Trust   June 1992 - April 1997
State Street Bank & Trust Company  June 1992 - March 1997

Skills
Gastroenterology, Nephrology, Neurology, Psychiatry, Pediatrics, Sales Management, Territory, Pharmaceutical Sales, Hospital Sales, Sales Operations, Selling, Selling Skills, Urology, Pharmaceutical Industry, Sales Effectiveness, Managed Care, Sales Force Development, Sales Presentations, Account Management, Product Launch, Leadership, Training, Management, Sales

Education
B.S. Quincy University   1994 — 1997
Bachelor of Science (B.S.) Marketing, Business Marketing

Quincy University   1994 — 1997
Bachelor Science, Business Marketing

CT McLean CT McLean Greater Boston Area Details
CT McLean's State Street Bank & Trust Experience 2006 - 2007
Job Vice President, Institutional Sales at Netage Solutions
Industry Computer Software
Experience
Netage Solutions  April 2011 - December 2014
Brighton House Associates  January 2008 - March 2011
State Street Bank & Trust   2006 - 2007

Skills
Alternative Investments, SaaS, Institutional Investors, Dynamo CRM

Education
Bryant University
Business Administration, Management, Legal Studies

Brad Rosenberg, MSF, CETF, CHP Brad Rosenberg, MSF, CETF, CHP Greater Chicago Area Details
Brad Rosenberg, MSF, CETF, CHP's State Street Bank & Trust Experience October 2006 - September 2007
Job Business Analyst/Project Manager at Invesco US
Industry Financial Services
Experience
Invesco US  July 2014 - Present
Performance Trust Capital Partners  January 2013 - July 2014
Performance Trust Capital Partners  April 2012 - December 2012
Guggenheim Partners  January 2012 - April 2012
Guggenheim Funds Distributors, Inc  January 2011 - December 2011
UBS Global Asset Management  November 2008 - December 2010
State Street Bank and Trust Company  September 2007 - November 2008
State Street Bank & Trust   October 2006 - September 2007
Investor's Bank & Trust Company   June 2005 - September 2006

Skills
Bloomberg, Fixed Income, Capital Markets, Mutual Funds, Financial Reporting, Investment Products, Securities, Financial Services, Microsoft Office, MorningStar Direct, Excel, ETFs, Financial Markets, Hedge Funds, Alternative Investments, Fund Accounting, Investments, PowerPoint, Word, Outlook, Zephyr StyleAdvisor, Lehman Point, GIMII, Barclays Capital LIve, Hedge Fund Strategies, Hedge Fund Due Diligence, Hedge Fund Portfolio..., Fund Of Funds, Offshore Funds, Master Limited..., Bloomberg Data License, Exchange Traded Notes, Eagle PACE

Education
Brandeis International Business School   2007 — 2009
Masters of Science, Finance

Muhlenberg College   2001 — 2005
Bachelors of Arts, Business Administration (Managarial Finance) and International Studies (Global Trade)

SIT: Switzerland   2004 — 2004

Monica Boissonneault Monica Boissonneault Portland, Maine Area Details
Monica Boissonneault's State Street Bank & Trust Experience January 1993 - August 1995
Job Compliance Specialist at Foreside Financial Group, LLC
Industry Financial Services
Experience
Foreside Financial Group, LLC  June 2011 - Present
Iberdrola  September 2008 - June 2011
Citigroup  April 2006 - May 2008
CITIGROUP (originally Forum Financial Group, acquired in 2003)   2000 - 2006
Forum Financial Group  1998 - 2000
Forum Financial Group  1996 - 1998
Forum Financial Group  August 1995 - 1996
STATE STREET BANK & TRUST   January 1993 - August 1995

Skills
Accounting, Outlook, Microsoft Excel, Microsoft Word, Cash Management, Customer Service, Crystal Reports, Quality Control, Mutual Funds, Risk Management, Account Reconciliation, Fund Accounting, Analysis, Business Analysis, Finance, Internal Controls, Financial Services, Access, Leadership, Management, Securities, Investments, Banking, Insurance, Asset Management

Education
Nichols College   1987 — 1991
Bachelors, Accounting

Chris Hoak Chris Hoak Sioux City, Iowa Area Details
Chris Hoak's State Street Bank & Trust Experience October 2000 - January 2002
Job Vice President/Owner at Hoak Motors Inc
Industry Automotive
Experience
Hoak Motors Inc   February 2002 - Present
State Street Bank & Trust   October 2000 - January 2002
Kansas City Royals  February 2000 - September 2000

Education
University of Iowa - Henry B. Tippie College of Business   1996 — 1999

Arizona State University   1995 — 1996

Wendy Martz Wendy Martz Greater Boston Area Details
Wendy Martz's State Street Bank & Trust Experience 1992 - 1994
Job Sr. Business Systems Analyst at 4Sight Technologies
Industry Information Technology and Services
Experience
4Sight Technologies  November 2009 - Present
Edgewater Technology  March 2003 - October 2008
American Student Assistance  2003 - 2007
Epsilon Data Management  2000 - 2001
Pinnacle Decision Systems   1996 - 2000
Shawmut Bank  1995 - 1996
Polaroid Corporation  1994 - 1995
State Street Bank & Trust   1992 - 1994
Bank of New England  1987 - 1992

Skills
Business Requirements, Business Analysis, Requirements Analysis, Visio, SQL, MS Project, Scrum, Data Warehousing, Software Documentation, Project Management, Quality Assurance, UML, Data Modeling, SDLC, Agile Methodologies, Requirements Gathering, Analysis

Education
Dartmouth College

Jason Wiley, PMP Jason Wiley, PMP Greater St. Louis Area Details
Jason Wiley, PMP's State Street Bank & Trust Experience June 1998 - December 1999
Job Manager Industry Solutions & Services at Accenture
Industry Utilities
Experience
Accenture  April 2015 - Present
The Structure Group  January 2012 - March 2015
Ameren  April 2004 - December 2011
Ameren  March 2009 - October 2009
Ameren  April 2004 - March 2009
Ameren Energy Services   April 2004 - March 2009
Ameren Energy Services   April 2004 - March 2009
Sprint  December 1999 - April 2004
Sprint  2000 - 2004
State Street Bank & Trust   June 1998 - December 1999

Skills
MISO Market Knowledge, Project Management, Energy, Commodity Markets, Business Analysis, Visio, PMP, Data Analysis

Education
Rockhurst University   2001 — 2004
MBA, Management

Rockhurst University   1994 — 1998
BSBA, Marketing

Kelly Sandburg Kelly Sandburg Kansas City, Missouri Area Details
Kelly Sandburg's State Street Bank & Trust Experience 1993 - 2008
Job Vice President at Benefit Trust Company
Industry Financial Services
Experience
Benefit Trust Company  August 2008 - Present
State Street Bank & Trust   1993 - 2008

Skills
Mutual Funds, Securities, Equities, Investments, Fixed Income, Fund Accounting

Education
University of Kansas   1988 — 1993
Bachelor of Science (B.S.), Accounting, Business Administration & French

Dan Serafin Dan Serafin Hudson, Massachusetts Details
Dan Serafin's State Street Bank & Trust Experience May 1993 - July 1996
Job Vice President Director of Information Technology Avidia Bank
Industry Banking
Experience
Alex and Ani LLC  January 2013 - October 2014
Fidelity Investments  January 2012 - January 2013
Fidelity Investments  July 2007 - January 2012
Fidelity Investments  February 2002 - July 2007
Fidelity Investments  July 1996 - February 2002
State Street Bank & Trust   May 1993 - July 1996

Skills
Windows Server, Windows, Unix Operating Systems, Backup Solutions, Disaster Recovery, Splunk, Akamai, ITIL Certified, Technical Leadership, Remote Infrastructure..., SAS70, Team Mentoring, Crisis Management, Change Management, Operating Systems, SDLC, IT Operations, Software Documentation, Unix, Technical Support, Vendor Management, Security, ITIL, Infrastructure, Solaris, Leadership, IT Management, Management

Education
University of Massachusetts at Lowell
Bachelor's, Information Technology

Quinsigamond Community College   1987 — 1989
Associate's, Computer Technology

Jennifer Scrivener Jennifer Scrivener Kansas City, Missouri Area Details
Jennifer Scrivener's State Street Bank & Trust Experience August 2011 - Present
Job Bank Loan Associate at State Street Bank & Trust
Industry Financial Services
Experience
State Street Bank & Trust   August 2011 - Present
H & R Block  July 2010 - May 2011
American Century  December 1996 - November 2008
American Century Investments  1990 - 2008
American Century Investments  1990 - 2008

Education
Rockhurst University   1999 — 2002
Bachelors of Professional Studies, Business

Webster University   1991 — 1992
Business

Longview Community College   1985 — 1990
Associates Degree, Liberal Arts

F. Douglas (Doug) Farrell F. Douglas (Doug) Farrell Greater Boston Area Details
F. Douglas (Doug) Farrell's State Street Bank & Trust Experience 1977 - 1979
Job Equipment Finance & Leasing Specialist
Industry Financial Services
Experience
Lease-Finance Resources, Inc.   January 1984 - Present
BayBanks Finance & Leasing Co., Inc.   January 1979 - December 1983
BayBank Middlesex   January 1979 - December 1983
State Street Bank & Trust   1977 - 1979

Skills
Finance, Asset Based Lending, Portfolio Management, Mergers & Acquisitions, Credit, Loans, Investments, Banking, Cash Flow, Funding, Accounting, Leases, Marketing, Investment Properties, Training, Pricing, Financial Structuring, Structured Finance, Financial Analysis, Credit Risk, Valuation, Corporate Finance

Education
Suffolk University - Sawyer School of Management   1977 — 1980

Boston University - School of Management
Bachelor of Arts (B.A.), Honors, Finance

Cortney Botsch Cortney Botsch Greater Boston Area Details
Cortney Botsch's State Street Bank & Trust Experience November 2009 - Present
Job State Street Bank and Trust Co
Industry Financial Services
Experience
State Street Bank & Trust   November 2009 - Present

Education
Salve Regina University   2005 — 2009
Bachelor of Science, Accounting

Mitch Grabel Mitch Grabel Greater New York City Area Details
Mitch Grabel's State Street Bank & Trust Experience April 2007 - June 2014
Job HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management  May 2015 - Present
Cohen & Steers  August 2014 - February 2015
State Street Bank & Trust   April 2007 - June 2014
Credit Suisse Asset Management  April 1994 - March 2007

Skills
Asset Managment, Fixed Income, Relationship Management, Equities, Settlement, Asset Management, Derivatives, Portfolio Management, Investments, Financial Services, Banking, Options, Back Office, Middle Office, Asset Allocation

Education
State University of New York at Buffalo
BA, Social Sciences

Donald Podzka Donald Podzka Greater Boston Area Details
Donald Podzka's State Street Bank & Trust Experience February 2001 - October 2004
Job Cloud Data Protection Specialist @ EMC
Industry Information Technology and Services
Experience
EMC  August 2010 - October 2011
Bank of New York Mellon Corporation  October 2004 - December 2008
Bank of New York Mellon  October 2004 - December 2008
State Street Bank & Trust   February 2001 - October 2004

Skills
Salesforce.com, Cloud Computing, Investments, Budgets, SaaS, Bloomberg, Internal Audit, Sales Process, Solution Selling, Financial Statements, Access, Mutual Funds, Auditing, Sales, Direct Sales, Microsoft Word, PowerPoint, Lead Generation, Customer Service, Analysis, Marketing, Enterprise Software, Outlook, Database Administration, Storage, Account Management, Workshop Facilitation, Teamwork, Accounting, Project Planning, Adobe Acrobat, Microsoft Excel

Education
Framingham State University
Bachelor of Science, Business Administration; Finance

Needham High School

Needham High School

Imani Cabey Imani Cabey Greater Boston Area Details
Imani Cabey's State Street Bank & Trust Experience January 2007 - April 2008
Job
Industry Financial Services
Experience
College Bound Dorchester  October 2010 - Present
ABCD Financial Futures Initiative   January 2011 - Present
Mother Caroline Academy and Educational Center   September 2011 - Present
Boston Private Bank and Trust Company ­ Wealth Management   April 2008 - October 2008
State Street Bank & Trust   January 2007 - April 2008
Investors Bank & Trust  2007 - 2008

Skills
Nonprofits, Financial Reporting, Investments, Budgets, Salesforce.com, Strategic Planning

Education
Boston University

Andrews University
BBA, Marketing

Universidad Adventista del Plata   2003 — 2003
Spanish

Bruce Donnelly Bruce Donnelly Kansas City, Missouri Area Details
Bruce Donnelly's State Street Bank & Trust Experience 1995 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street  March 2011 - Present
State Street Bank & Trust   1995 - Present

Skills
Mutual Funds, Global Custody, Securities, Fixed Income, Asset Management, Financial Services, Fund Accounting, Hedge Funds, Alternative Investments, Bloomberg, Investments, Equities, Corporate Actions, Fund Administration, Derivatives

Education
University of Iowa   1983 — 1988
Bachelor of Business Administration (BBA), Finance

Claudia Criscitelli Claudia Criscitelli Springfield, Massachusetts Area Details
Claudia Criscitelli's State Street Bank & Trust Experience January 2000 - October 2002
Job Financial Advisor at Bancnorth Investment Group
Industry Financial Services
Experience
Bancnorth Investment Group  2002 - Present
TD Banknorth  2002 - Present
TD Wealth Management  2002 - Present
State Street Bank & Trust   January 2000 - October 2002

Education
Boston University   1998 — 2002

Stella Coote Stella Coote Greater Boston Area Details
Stella Coote's State Street Bank & Trust Experience June 2011 - June 2012
Job AVP at State Street Global Markets
Industry Financial Services
Experience
State Street  June 2012 - Present
State Street Bank & Trust   June 2011 - June 2012
Horizon Financial Group, Inc   March 2010 - June 2011
Sun Life Financial  November 2005 - February 2009
Sun Life Financial  November 2005 - September 2007
Brown Brothers Harriman  August 2000 - November 2005
Brown & Company Securities   January 1997 - August 2000

Skills
Leadership, Financial Markets, Derivatives, Business Process..., Creative Problem Solving, Team Building, Customer Service, Dodd-Frank, Series 7, Series 24, Series 63, series 53, Equities, Visio

Education
Northeastern University
Business Administration

Andrew Klucznik Andrew Klucznik Greater Boston Area Details
Andrew Klucznik's State Street Bank & Trust Experience 1998 - 2000
Job Accounting Manager at Galley Hatch Restaurant
Industry Accounting
Experience
Galley Hatch Restaurant   November 2009 - Present
Samet & Company, PC   August 2000 - July 2009
State Street Bank & Trust   1998 - 2000

Skills
Accounting

Education
Boston College   1994 — 1998
B.S., Accounting

Angelina Latimore Angelina Latimore Greater Boston Area Details
Angelina Latimore's State Street Bank & Trust Experience 2010 - 2011
Job Network Support Associate II at Agero
Industry Financial Services
Experience
Agero  July 2012 - Present
State Street Bank & Trust   2010 - 2011
John Hancock, NA   September 1997 - June 2008

Skills
Financial Analysis, Customer Service, Access, Microsoft Excel, Financial Services, PowerPoint, Outlook, Microsoft Office, Management, Business Analysis, Process Improvement, Data Analysis

Education
Simmons College
BA, Management

Simmons College - Simmons School of Management
Bachelor of Arts (B.A.), Business Administration and Management, General

Lauren Silk Lauren Silk Greater Boston Area Details
Lauren Silk's State Street Bank & Trust Experience February 1990 - August 1992
Job Aug 13 – PresentSenior Consultant Relations Associate at Putnam Investments, Putnam Global Institutional Management
Industry Financial Services
Experience
Putnam Investments, Putnam Global Institutional Management   August 2013 - Present
Putnam Investments  December 2009 - August 2013
Global Operating Services   February 2005 - December 2009
Putnam Investments  March 2000 - February 2005
Brown Brothers Harriman  December 1995 - March 2000
Brown Brothers Harriman  June 1995 - December 1995
Brown Brothers Harriman  August 1992 - June 1995
Phoenix Investments, Trading   April 1994 - December 1994
State Street Bank & Trust   February 1990 - August 1992
Vantage Computers   June 1989 - January 1990

Skills
Financial Services, Investments, Equities, Fixed Income, Portfolio Management, Securities, Management, Bloomberg, Asset Management

Education
Bentley University   1988 — 1990
BS, Marketing

Bentley University

Keith Ninesling Keith Ninesling Greater Boston Area Details
Keith Ninesling's State Street Bank & Trust Experience February 1989 - February 1991
Job Owner at Ninesling Investment Services, Inc.
Industry Banking
Experience
Ninesling Investment Services, Inc.   January 2010 - Present
Benjamin Franklin Bank  February 2002 - August 2009
Independent Financial Marketing Group  September 2000 - January 2002
MetLife Financial Services  July 1997 - September 2000
Sudder, Stevens & Clark   February 1991 - July 1997
State Street Bank & Trust   February 1989 - February 1991

Education
Northeastern University
Masters, Business Administration

Villanova University   1984 — 1988
BS, Economics

Monica Patel Monica Patel Greater Boston Area Details
Monica Patel's State Street Bank & Trust Experience July 2004 - January 2005
Job Senior Grants Administrator at Harvard School of Public Health
Industry Higher Education
Experience
Harvard School of Public Health  May 2010 - Present
Emory University SOM   August 2009 - April 2010
Dana-Farber Cancer Institute  August 2005 - August 2009
Dana-Farber Cancer Institute  January 2005 - August 2005
State Street Bank & Trust   July 2004 - January 2005
Brown Brother Harriman   March 2004 - July 2004

Skills
PeopleSoft, Grant Administration, Grants, Cost Accounting, Business Planning, Accounting, Financial Reporting, Budgets, Accounts Payable, Finance, Microsoft Excel, Microsoft Office, General Ledger, Operations Management, Business Strategy, Oracle, Pre-award, Post-award, Budget, Data Analysis, Financial Analysis, Financial Modeling, Nonprofits

Education
Suffolk University   2000 — 2004
BS, Management and Accounting

Awais Kazi Awais Kazi Hopkinton, Massachusetts Details
Awais Kazi's State Street Bank & Trust Experience June 2006 - August 2006
Job Technical Support Engineer at EMC with a degree in Electrical Engineering.
Industry Information Technology and Services
Experience
EMC  April 2012 - Present
Mersen (formerly Ferraz Shawmut)   October 2011 - February 2012
Phoenix Electric  May 2011 - July 2011
Belfar Center, Harvard Kennedy School.   December 2009 - January 2010
Harvard Extension International Relations Club: US-Pak Foreign Relations Conference   August 2009 - October 2009
University of Massachusetts  March 2009 - March 2009
State Steet Bank & Trust   December 2007 - August 2008
State Street Bank & Trust   June 2006 - August 2006

Skills
RecoverPoint, Analysis, Escalations Management, Log Analysis, Software Deployment, Customer Service, Hardware, Sales, Testing, Microsoft Excel, Software Installation, Management, Microsoft Office, SAN, Change Management, Live Upgrade, Data Protection &...

Education
University of Massachusetts, Amherst   2003 — 2009
BS in Electrical Engineering, Power Systems, Alternative Energy, Micro Electronic Fabrication

Peter McGrath Peter McGrath Greater San Diego Area Details
Peter McGrath's State Street Bank & Trust Experience June 2008 - April 2010
Job Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  October 2010 - Present
State Street Bank & Trust   June 2008 - April 2010
Merrill Financial Associates  January 2007 - May 2008
Kensington Partners   April 2005 - June 2006

Skills
Series 63, Series 7, Investments, Securities, Mutual Funds, Finance, Retirement, Microsoft Excel, Series 9, Series 10

Education
Brigham Young University   2002 — 2008
Bachelor of Science, Business Management, Finance Emphasis

Bonita High School   1998 — 2002

Debbie Staub Debbie Staub Greater Boston Area Details
Debbie Staub's State Street Bank & Trust Experience March 1982 - July 1983
Job Treasurer, Bookkeeper, AR, AP, Intuit QuickBooks Online
Industry Computer Software
Experience
First Church Congregational   March 2013 - Present
First Church Congregational   October 2010 - March 2013
Cedar Group US (Sotas Int)   August 1998 - June 2000
Celerity Solutions  December 1994 - July 1998
InterCoastal Software   December 1993 - September 1995
Covia Travelmaster   October 1987 - June 1993
Computer Associates, Inc (GE Software International)   July 1985 - October 1987
State Street Bank and Trust  July 1983 - July 1985
State Street Bank & Trust   March 1982 - July 1983

Skills
QuickBooks, Accounts Payable, Accounts Receivable, COBOL, Payroll, Unix, Operating Systems, Microsoft Office, Analysis, Leadership

Education
Marietta College   1977 — 1981
Bachelor of Arts (B.A.), Computer Science and Psychology with heavy emphasis in Accounting

John Hancock Cobol Training Program   1983 — 1983
Cobol, business programming language

North Shore Community College   2011 — 2012
Certificate Program, Business Accounting & Financial Software

Masconomet Regional High School   1973 — 1977

Beth Baldwin Beth Baldwin Greater Boston Area Details
Beth Baldwin's State Street Bank & Trust Experience September 2006 - Present
Job Manager Financial Reporting at State Street Bank
Industry Financial Services
Experience
State Street Bank & Trust   September 2006 - Present
RR Donnelley  2006 - 2006
Deutsche Bank  2006 - 2006
John Hancock through KNF&T   2006 - 2006
DDJ Capital Management  April 1998 - 2005
Putnam Investments  July 1997 - April 1998
Scudder Investments  September 1995 - July 1997

Skills
Financial Reporting, Account Reconciliation, Accounting, Accounts Payable, Finance, Management, Bloomberg, Financial Services, Investments, Mutual Funds, Securities

Education
Bridgewater State University   1993 — 1997
B.S., Finance

Jennifer Varney Jennifer Varney Northborough, Massachusetts Details
Jennifer Varney's State Street Bank & Trust Experience May 2008 - April 2011
Job Investment Operations Specialist at Wellington Management
Industry Financial Services
Experience
Wellington Management  January 2015 - Present
Atlantic Trust  April 2011 - August 2014
State Street Bank & Trust   May 2008 - April 2011
Investors Bank & Trust  March 2006 - May 2008
Mercer HR Services  August 2005 - January 2006

Skills
Customer Relations, Accounting, Reconciling, Telephone Skills, Bank Reconciliation, Microsoft Excel, Investments, Financial Services, Securities, Equities

Education
Assumption College   2001 — 2005
Bachelor of Arts, International Business and History

James Cover James Cover Greater Boston Area Details
James Cover's State Street Bank & Trust Experience November 2003 - April 2010
Job Financial Services Professional
Industry Financial Services
Experience
Sallie Mae  September 2011 - June 2013
State Street Bank & Trust   November 2003 - April 2010
JP Morgan & Chase, Inc   May 2000 - October 2003
Accountemps  June 1999 - April 2000
UBS Warburg  January 1999 - May 1999
UBS  1999 - 1999
UBS  1999 - 1999

Skills
Valuation, Financial Analysis, Portfolio Management, Equities, Finance, Mutual Funds, Access, Leadership, Management

Education
Boston University
Master's Degree, Financial Economics

Douglas Twombly Douglas Twombly Westport, Connecticut Details
Douglas Twombly's State Street Bank & Trust Experience 1992 - 1999
Job at
Industry Financial Services
Experience
Mesirow Financial  September 2013 - Present
Loop Capital Markets  April 2012 - August 2013
Raymond James & Associates, Inc   April 2011 - June 2012
Barclays Capital  June 2006 - January 2011
Merrill Lynch  April 1999 - June 2006
State Street Bank  January 1992 - April 1999
State Street Bank & Trust   1992 - 1999

Skills
Fixed Income, Bonds, Series 7, Series 63, Trading, Capital Markets, Investment Banking, Securities, Derivatives, Structured Products, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Interest Rate..., Asset Management, Mutual Funds, Options

Education
Providence College   1987 — 1991
BA, Political Science

Elaine Gomez MBA, RN Elaine Gomez MBA, RN Greater Boston Area Details
Elaine Gomez MBA, RN's State Street Bank & Trust Experience June 1980 - January 1982
Job Experienced manager. Successful fundraiser. RN. Focused on improving healthcare and community.
Industry Hospital & Health Care
Experience
Dana-Farber Cancer Institute, Office for Human Research Studies   November 2011 - Present
Friends of South Shore Hospital, Helping Children Cope Program   October 2011 - Present
First Parish, Hingham   September 1993 - Present
Hingham Education Foundation   August 2000 - June 2009
Houghton Mifflin Company  January 1982 - January 1995
State Street Bank & Trust   June 1980 - January 1982

Skills
Non-profits, Leadership, Tutoring, Nonprofits, Community Outreach, Teaching, Management, Volunteer Management, Grants, Budgets, Analysis, Program Development, Research, Data Analysis, Grant Writing, Editing, Program Management, Strategic Planning, Public Speaking, Public Relations, Team Building

Education
Northeastern University   2007 — 2009
Bachelor of Science (BS), Nursing

Boston University - School of Management   1983 — 1988
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Michigan - Stephen M. Ross School of Business   1976 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Betsy Nolan Betsy Nolan Greater New York City Area Details
Betsy Nolan's State Street Bank & Trust Experience June 1989 - May 1993
Job Licensed Real Estate Salesperson at Halstead Property
Industry Real Estate
Experience
Halstead Property  May 2015 - Present
Coldwell Banker Residential Brokerage  January 2009 - May 2015
Bristol-Myers Squibb Company  January 1995 - October 1997
State Street Bank & Trust   June 1989 - May 1993

Skills
Equities, Portfolio Management, Investments, Real Estate, Real Estate Economics, Cash Management, Sellers, First Time Home Buyers, Relocation, New Home Sales, Condos, Buyer Representation, Listings, Single Family Homes, Short Sales, Luxury, Investment Properties, Real Estate Transactions, REO, Data Analysis, Social Media

Education
Columbia University - Columbia Business School   1993 — 1995
MBA, Finance

Colgate University   1986 — 1989
BA, Political Science & Asian Studies

Westminster School

Adam Boudreau Adam Boudreau Westminster, Massachusetts Details
Adam Boudreau's State Street Bank & Trust Experience August 2005 - July 2009
Job Teaching Assistant
Industry Higher Education
Experience
UMass Lowell  September 2011 - Present
Submillimeter-Wave Technology Lab   September 2010 - May 2012
State Street Bank & Trust   August 2005 - July 2009
Federal Credit Union  May 2003 - September 2005

Skills
Labview, C, Mathematica, Applied Mathematics, Research, Microsoft Excel, Testing, Algorithms, Physics, Statistics, Programming, Windows, Science, Analysis, Microsoft Office, Technical Writing

Education
University of Massachusetts at Lowell   2011 — 2013
Masters, Applied Mathematics

University of Massachusetts at Lowell   2009 — 2011
Bachelor of Science, Applied Mathematics

University Massachusetts   2000 — 2005
Bachelor of Science, Business; Finance

Leominster High School   1996 — 2000
Diploma

Alan Bankart Alan Bankart Greater New York City Area Details
Alan Bankart's State Street Bank & Trust Experience 1977 - 1982
Job Investment Management Consultant and Business Strategy Executive
Industry Investment Management
Experience
Barnes Hill LLC   2000 - Present
Putnam Investments  1982 - 1999
State Street Bank & Trust   1977 - 1982
United States Trust Company of New York  1975 - 1977

Skills
Investment Strategies, Fixed Income Portfolio..., Strategic Financial..., Investment Advisory..., Customer Relationship..., Business Development, Product Development, Sales, Marketing, Promotional Campaigns, Operations Management, CRM, Strategy, Management, Alternative Investments, Renewable Energy, Strategic Planning, Portfolio Management, Fixed Income, Investments

Education
Princeton University   1971 — 1975
BA, Economics

Ram Parvataneni Ram Parvataneni Frisco, Texas Details
Ram Parvataneni's State Street Bank & Trust Experience May 2008 - July 2013
Job Senior QA Engineer @ Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments  September 2014 - Present
HCL Technologies  January 2014 - September 2014
Bank of America  July 2013 - November 2013
State Street Bank & Trust   May 2008 - July 2013
State Street Bank & Trust   August 2001 - April 2008

Skills
SDLC, Fixed Income, Business Analysis, Bloomberg, Process Improvement, Risk Management, Quality Assurance, Testing, Management, ERP, Budgets, Vendor Management, Requirements Analysis, Business Requirements, Requirements Gathering, Credit Risk, Data Warehousing, Visio, Software Project..., Automation, Basel II, Project Management, SQL, Business Intelligence

Education
Nagarjuna University   1981 — 1985
Bachelor of Technology (BTech), Mechanical Engineering

Justin Rozek Justin Rozek Rocklin, California Details
Justin Rozek's State Street Bank & Trust Experience January 2009 - January 2011
Job Client Service Officer Investment Analytics at State Street Bank
Industry Financial Services
Experience
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

Karen Lang Karen Lang Greater Denver Area Details
Karen Lang's State Street Bank & Trust Experience December 2000 - August 2001
Job Division Controller at Laramar Group
Industry Real Estate
Experience
Laramar Group  January 2015 - Present
Laramar Group  December 2007 - January 2015
Laramar Group  July 2005 - December 2007
Janus Capital Group  August 2003 - July 2005
Archstone-Smith  September 2001 - July 2003
State Street Bank & Trust   December 2000 - August 2001
State Street Bank & Trust (formerly Merrill Lynch Investment Managers)   November 1998 - December 2000

Skills
CPA, Financial Reporting, GAAP, General Ledger, Account Reconciliation

Education
The College of New Jersey   1991 — 1995
Bachelor of Science (B.S.), Accounting

John Prendergast Jr. John Prendergast Jr. Somerville, Massachusetts Details
John Prendergast Jr.'s State Street Bank & Trust Experience January 2003 - January 2009
Job
Industry Banking
Experience
Citizens Bank  August 2012 - Present
State Street Bank & Trust   January 2003 - January 2009
Mellon HR Solutions  January 2001 - January 2003
Microfinancial Inc  January 1996 - January 1998

Education
Middlesex Community College   1998 — 2000
Associate, Business Management

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