State Street Bank & Trust
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
State Street Bank & Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street Bank & Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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State Street Bank & Trust Employees
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
State Street Bank & Trust April 2002 - Present
Arthur Andersen 2000 - 2002
Skills
Auditing, Internal Audit
Education
Bentley College
MS, Accountancy
Georgetown University
BA, Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
State Street Bank & Trust 2012 - Present
State Street Bank 2006 - 2012
Citizens Bank 2005 - 2006
Fleet National Bank (BankBoston & Robertson Stephens) 2003 - 2005
Fleet National Bank 1995 - 2003
BankBoston 1988 - 1995
Skills
Dual Fluency: Spanish &..., Derivatives, Global Project..., Capital Markets, Business Analysis, Quality..., Strategic & Tactical..., Merger/Aquisition..., Software Implementation, Business Process..., Vendor Management, Client Relationship..., Fixed Income, Project Management, CRM, Trading Systems, SDLC, Interest Rate..., Banking, FX Options, Equities, Swaps, Back Office, Financial Services, Options, Settlement, Financial Risk
Education
Boston University
BSBA
Bullhorn October 2010 - Present
Fluent Technologies February 2010 - October 2010
State Street Bank July 2004 - February 2010
ValueOptions April 2001 - July 2004
John Hancock Funds January 2001 - April 2001
OneBeacon Insurance September 1998 - December 2000
OneBeacon Insurance August 1996 - August 1998
Massachusetts Water Resources Authority November 1993 - August 1996
Massachusetts Water Resources Authority December 1990 - November 1993
State Street Bank & Trust July 1989 - December 1990
Education
Boston University 2000 — 2000
Professional Certificate
Northeastern University 1984 — 1989
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
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
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
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
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
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
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
State Street Bank & Trust ManagerState Street1999 - 2010
Education
Champlain College 1992 — 1994
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
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
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
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
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
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
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
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
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
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
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
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
ING 1999 - 2002
First Data ISG 1997 - 1999
State Street Bank & Trust 1997 - 1999
Education
Elizabethtown College 1992 — 1997
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
College of the Holy Cross 2007 - Present
State Street Bank & Trust 1989 - 1997
Education
University of Massachusetts Lowell 1985 — 1989
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
State Street Bank & Trust November 2009 - Present
Education
Salve Regina University 2005 — 2009
Bachelor of Science, Accounting
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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