State Street Bank & Trust Co.
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 Corporation
State Street Bank & Trust Co. 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 Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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State Street Bank & Trust Co. Employees
State Street Bank & Trust Co. July 2014 - Present
RBS Citizens Financial Group at Boston July 2013 - July 2014
State Street Global Advisor (SSgA) June 2011 - September 2011
Education
Boston College 2007 — 2013
Doctor of Philosophy (PhD), Economics
Santander Bank, N.A. April 2015 - Present
State Street Bank & Trust Co. March 2011 - April 2015
State Street Bank & Trust Co. September 2009 - March 2011
State Street Bank & Trust Co. May 2008 - May 2009
SOVEREIGN BANK/ SANTANDER BANK August 2003 - May 2008
Skills
Financial Analysis, Investments, Analysis, Accounting, Microsoft Excel, Data Analysis, Microsoft Office, Management, Training
Education
University of Massachusetts Boston
Bachelor's degree, International Business Management
University of Massachusetts Boston
Deutsche Bank 2013 - 2014
Lloyds Banking Group June 2011 - November 2012
London Multi-Asset Exchange October 2010 - May 2011
State Street Bank & Trust Co February 2006 - May 2010
Skills
Operations Management, Team Leadership, Product Management, Business Analysis, Change Management, Project Management, Analysis, Business Process..., Cross-functional Team..., Leadership, CRM, Business Development, Business Planning
Education
University of Minnesota-Twin Cities 2002 — 2005
B.S., Economics
State Street Bank & Trust Co. March 2015 - Present
Fidelity Investments May 2011 - March 2015
Fidelity Investments February 2007 - May 2011
Deloitte 1995 - 2006
Skills
Risk Management, Regulatory Compliance, Mutual Funds, Sarbanes-Oxley Act, Risk Assessment, Financial Services, Internal Controls, Financial Risk, Enterprise Risk..., Process Improvement
Education
Northeastern University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), MBA/MS Accounting
State Street Bank & Trust Co. March 2015 - Present
State Street Bank & Trust Co. March 2014 - February 2015
Skymack Inc June 2009 - December 2013
United States Securities and Exchange Commission May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Bloomberg Terminal, ADP Payroll, QuickBooks, Sales, Trading
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor's Degree, Accounting
Personal Assisant Services October 2009 - Present
Atlanta Environmental Management 2010 - 2011
Chattahoochee Consulting Group, Inc. September 2000 - February 2008
BA Technologies, Inc January 1998 - January 1999
Adjusters International January 1997 - January 1998
American Cancer Society, GA Division 1996 - 1997
State Street Bank & Trust Co. 1985 - 1990
Skills
Administrative..., Virtual Assistance, Event Management, Microsoft Office, Management, Payroll, Fundraising, Human Resources, Leadership, Sales, Customer Satisfaction, Accounts Receivable, Recruiting, Event Planning, Public Speaking, Time Management, Social Networking, Invoicing, Marketing, Customer Service, Administrative..., Accounting, Team Building, Training, Nonprofits, Healthcare
Education
Gwinnett Technical College 1998 — 1999
Culinary
Newbury College 1971 — 1973
Assoc., Secretarial
Randolph High School 1969 — 1971
Business
Gwinnett Technical College
BioScience Healthcare
PC Professor
PC Professor
State Street Bank & Trust Co. July 2015 - Present
IBM Corp January 2013 - July 2015
State Street August 2005 - December 2012
Roshitech Inc October 2003 - July 2005
Sybase July 1999 - October 2001
Skills
IT Risk and compliance, Project Management, Time, Cost, Risk,..., Service Delivery..., Cloud, SDLC, Passed CAMSS challenge..., systems, Automation, Requirements Analysis, Information Technology, Release Management, Technical Support, Configuration Management, IBM Rational Tools, Perl, Solaris, Enterprise Architecture, Disaster Recovery, Unix, Software Project..., Software Development, Databases
Education
Suffolk University 1998 — 2000
Masters, Computer Science
Osmania University 1995 — 1997
Master of Business Administration (MBA), Finance, General
Net Lease Capital Advisors March 2003 - Present
New England Europe Missions Corporation April 1995 - May 2002
Fidelity Investments December 1989 - April 1995
State Street Bank & Trust Co May 1986 - December 1989
Skills
Investments, Real Estate Economics, Due Diligence, Disposition, Valuation, Real Estate, Asset Managment, Strategic Planning, Leadership, Real Estate Transactions, Capital Markets, Management, Financial Modeling, Commercial Real Estate, Financial Structuring, Sales, Coaching, Public Speaking, Finance, Financial Analysis, Team Building, Team Leadership, Process Improvement, Business Planning, Management Consulting, Financial Planning, Cross-functional Team..., Teaching, Teamwork, Dispositions, Strategy
Education
Boston University - School of Management 1985 — 1988
MBA, Finance
Duke University 1978 — 1980
BA, English
Education Pioneers 2013 - Present
AG Khan, DMD, PC an S Corp 2011 - 2012
State Street Bank & Trust Co 2002 - 2010
Investors Bank & Trust August 2002 - July 2007
Investors Bank & Trust 2000 - 2002
Investors Bank & Trust 1996 - 2000
Mellon Bank 1992 - 1996
Skills
CRM, Investments, Financial Services, Mutual Funds, Management, Banking, Securities, Human Resources, Fund Accounting, Auditing, Competitive Analysis, Fixed Income, Retirement Planning, Employee Training, Equities, Analysis, Strategy, Corporate Actions, Global Custody, Institutional..., Risk Management, Finance, Leadership, Financial Risk, Business Development, Strategic Planning, Relationship Management, Graduate Recruitment, Qualifying Candidates, Project Management
Education
Suffolk University 1987 — 1991
Bachelor of Science Degree, Business Administration; Business Management
Citi February 2015 - Present
State Street Bank & Trust Co. September 2011 - January 2015
Provema S.A. October 2007 - January 2011
C.I. Agriplus Ltd January 2006 - September 2007
Banco Santander April 2005 - December 2005
Bank of America March 1995 - March 2005
Skills
Derivatives, FX, Securities, Hedge Funds, Cash Management, Finance, Management, Budgets, Investments, Portfolio Management
Education
Université du Québec 2008 — 2010
Bachelor Degree; Bachelor Degree, Business Administration2010; Business Administration 2002
Universidad EAN 1997 — 2002
Administrador de Empresas, Administracion
Real estate and mortgage institute of canada
remic
remic
remic
St. Ann's Home, Inc. April 2012 - Present
Accounting Management Solutions July 2005 - April 2012
Boston University School of Law 2005 - 2005
Weston Jesuit School Of Theology June 2002 - June 2004
Catholic Charitable Bureau of the Archdiocese of Boston 2000 - 2001
Quincy College March 1992 - August 1998
County of Norfolk June 1986 - January 1991
State Street Bank & Trust Co. March 1978 - June 1986
Skills
Managerial Finance, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Accounting, Financial Modeling, General Ledger, Due Diligence, Financial Analysis, Internal Audit, GAAP, Strategic Financial..., Revenue Recognition, QuickBooks, Management Consulting, Executive Management, Forecasting, Finance, Tax, Auditing, Cash Flow, Process Improvement
Education
Boston College 1996 — 1998
M.S., Administration
Boston College 1973 — 1977
B.S., Accounting
John Hancock Investments August 2013 - Present
State Street Bank & Trust Co May 2011 - August 2013
Eaton Vance Group February 2008 - May 2011
Commonwealth of Massachusetts 2007 - 2008
Skills
Fund Accounting, Microsoft Office, Account Reconciliation, Microsoft Excel, Mutual Funds, Outlook, Visual Basic, Network Security, Social Media Marketing, Google Analytics, Google Adwords, Online Content Creation, Web Analytics, Web Content Management, WordPress, PowerPoint, Financial Reporting, Bloomberg, Analysis, Financial Analysis, Accounting, Financial Services, Securities, Investments, Advanced Excel, Advanced SEO, Budgeting
Education
University of Massachusetts Boston 2000 — 2007
Criminal Justice
NutraMetrix October 2006 - Present
Digital Marketing Management Group October 2013 - Present
NutraMetrix October 2010 - Present
Market America Inc./ Shop.Com August 2000 - Present
Alliance Capital April 1997 - June 1998
Massachusset Investment Company June 1996 - March 1997
State Street Bank & Trust Co. June 1993 - May 1996
Nanjing Foreign Language School June 1982 - January 1988
Skills
Entrepreneurship, Social Media, Social Networking, Sales, Strategic Planning, Microsoft Office, Digital Marketing, Leadership, Business Strategy, Management, Strategy, Project Management, Team Building, Business Development, Program Management, Team Leadership, Customer Service, Business Planning, Marketing, Social Media Marketing, Public Relations, Training, New Business Development, Market Research, Microsoft Excel, Negotiation, Public Speaking, Research, Coaching
Education
Market America University 2000 — 2015
Entrepreneurship, Buisness Management & Leadership
Bethany College 1988 — 1993
BA, Accounting & Economics
Nanjing Jinglin Women University 1978 — 1982
Bachelor's degree, American & English Literature
Newgate Corp 2007 - Present
Waterville Valley Ski Resort November 2008 - Present
Boston Private Bank & Trust Co June 2006 - August 2007
Newgate Capital Management Inc May 1996 - May 2006
State Street Bank & Trust Co 1987 - 1995
Boston Safe Deposit & Trust Co 1984 - 1987
Digital Equipment Corp 1980 - 1984
Brownstone Company 1978 - 1980
Skills
Portfolio Management, Investment Advisory, Commercial Real Estate, Wealth Management, Equities, Venture Capital, Management, Finance
Education
University of Denver - Daniels College of Business 1976 — 1977
Master of Business Administration (MBA), Business and Finance
University of Denver 1973 — 1976
Bachelor's degree, Political Science and Ecomonics
Moody's Analytics 2008 - Present
Federal Reserve Bank of New York 2006 - 2008
Intrepid Capital Management Inc. 2002 - 2005
Putnam Investment Management 1994 - 1999
State Street Bank & Trust Co. 1987 - 1994
Skills
Sovereign Credit..., Macroeconomics, Fixed Income, Portfolio Management, Financial Markets, Credit Risk, Bonds, Fixed Income Trading, Credit, Debt, Financial Modeling, Credit Portfolio..., Financial Analysis, Securities, Capital Markets, Credit Analysis, Ratings, Bloomberg, Asset Management
Education
Boston University - School of Management 1989 — 1991
Master of Business Administration (M.B.A.)
Erasmus University Rotterdam 1981 — 1984
Candidate’s Degree in Business Administration
Lexington High School
Retired 2013 - Present
Globe Tax Services Inc. September 2011 - 2013
Compliance Technologies International LLP January 2007 - April 2011
PricewaterhouseCoopers 1998 - 2007
State Street Bank & Trust Co. 1982 - 1998
Skills
Withholding and..., Operational..., Cross border payments, Tax, Compliance, Payments, Securities, Banking, Risk Management, International Tax, Risk, Excel, Requirements Analysis, Derivatives, Strategic Planning, Word, PowerPoint, Product Development, Withholding, Management, Hedge Funds
Education
Bentley College 1985 — 1990
MST, Taxation
Cambridge College 1981 — 1982
Post Graduate, Computer Science
Bentley University 1979 — 1981
MSA, Accountancy
SUNY at Buffalo 1972 — 1975
BA, Business Administration
Daemen College 1968 — 1970
BA, History / Political Science
Colby Sawyer College 1966 — 1968
AA, Medical Technology
Citizens Bank January 2007 - Present
Robert Half International March 2006 - January 2007
Searight Financial Group January 2005 - March 2006
Skin Medicine USA November 2000 - November 2004
State Street Bank & Trust Co May 1998 - November 2000
State Street Bank & Trust Co May 1994 - May 1998
Skills
Financial Analysis, Financial Management, Corporate Finance, Lean Six Sigma
Education
Suffolk University 1997 — 2000
MBA, Finance
Providence College 1990 — 1994
B.A, Business Economics
Classical
Classical
Brown Brothers Harriman 2006 - Present
State Street Bank & Trust Co. 2003 - 2006
State Street Bank & Trust Co. 2000 - 2003
State Street Bank & Trust Co. 1997 - 2000
Arthur D. Little, Inc. 1995 - 1997
Arthur D. Little, Inc. 1990 - 1995
Skills
Corporate Tax, Tax Research, Hedge Funds, Securities, Mutual Funds, Fund Accounting, Financial Analysis, Financial Services, Tax, Asset Allocation, Tax Preparation, Forecasting, Microsoft Word, Portfolio Management, PowerPoint, Vendor Management, Microsoft Excel, Accounting, Investments, Cost Basis Reporting, Foreign Account Tax...
Education
Northeastern University 1996 — 1998
Master of Science Degree in Taxation
Northeastern University 1978 — 1983
Bachelor of Science Degree in Business Administration, Accounting
Empire Valuation Consultants, LLC 1996 - Present
State Street Bank & Trust Co. 1992 - 1996
Putnam Investments 1991 - 1992
Skills
Business Valuation, Financial Reporting, Valuation, ESOPs, Fairness Opinions, Due Diligence, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Equities, Risk Management, Private Equity, Finance, Derivatives, Hedge Funds, ESOP
Education
University of Rochester - Simon Business School 1989 — 1991
MBA, Finance & Corporate Accounting
Saint Bonaventure University 1981 — 1985
BBA, Finance
Deutsche Bank February 2011 - Present
J.P Morgan Chase July 2010 - December 2010
State Street Bank & Trust Co. February 2003 - May 2009
Deutsche Bank January 1997 - February 2003
Deutsche Bank Securities Corp January 1994 - January 1997
Hugo Boss Fashions, Inc January 1989 - January 1993
Education
Stony Brook University 1985 — 1989
Bachelor of Arts, German / Business
Archbishop Molloy High School 1980 — 1984
State Street Bank & Trust Co. July 2015 - Present
Department of Conservation and Recreation 2013 - Present
Patriot Community Bank February 2015 - May 2015
Companion Health Services LLC August 2014 - February 2015
IRS Volunteer Income Tax Assistance February 2014 - April 2014
Bank of America August 2011 - October 2012
Skills
Banking, Accounting, Retail Banking, Deposits, Financial Accounting, Credit Cards, Microsoft Excel, Microsoft Office, Accounts Receivable, Time Management, Customer Service, Accounts Payable, Microsoft Word, Teamwork
Education
Salem State University 2012 — 2014
Bachelor of Business Administration (BBA), Accounting
North Shore Community College 2009 — 2013
Transfer, Business Administration transfer
Roger CPA Review Course
Aberdeen Group May 2015 - Present
BCC Research May 2012 - May 2015
State Street Bank & Trust Co June 2008 - August 2010
Fidelity Investments December 2000 - July 2006
Fidelity Investments August 1999 - November 2000
Charles Schwab August 1996 - July 1999
Charles Schwab June 1993 - August 1996
Charles Schwab November 1989 - June 1993
Drexel Burnham Lambert June 1988 - November 1989
INDIVIDUAL SECURITIES LIMITED October 1986 - June 1988
Skills
Financial Services, Business Development, Relationship Management, Sales Presentations, Employee Training, Leadership, Management, Account Management, CRM, Investments, Market Research, New Business Development, Recruiting, Sales, Sales Management, Sales Process, Strategic Planning, Finance, Mutual Funds
Education
University of Connecticut 1982 — 1986
BA, Communications
Technology Readiness Assessments 2010 - 2013
Agfa Corp 2004 - 2005
State Street Bank & Trust Co 2000 - 2001
IBM Global Services 1996 - 1999
Massachusetts Institute of Technology 1983 - 1988
Camp Dresser & McKee Environmental Engineers 1979 - 1983
Skills
Government Procurement, IT Service Management, Procurement, Software Development, Process Improvement, Native language German, Management Consulting, Testing, Team Management, Contract Negotiation, Analysis, Management, Program Management, Strategic Sourcing, Business Process, Strategy, Team Leadership
Education
Massachusetts Institute of Technology 1987 — 1988
Sloan School of Management, MBA Core Program
Purchase College, SUNY 1974 — 1978
B.A., Environmental Science and Mathematics
Northeastern University
Certificate, Paralegal
State Street Bank & Trust Co October 2014 - Present
LPL Financial July 2007 - September 2014
Qualcomm, Inc February 2005 - July 2007
Viejas Enterprises 2003 - 2004 February 2003 - October 2004
Ventura Kuehn & Associates, LLP January 2002 - February 2003
Polito, Muscio & Associates, LLP January 1999 - July 2001
Polito, Muscio & Associates, LLP January 1998 - January 1999
Skills
Sarbanes-Oxley, Forensic Accounting, IT Controls, Sarbanes-Oxley Act, Auditing, Internal Controls, Accounting, Risk Assessment, Quality Auditing, External Audit, Management, Internal Audit, Financial Reporting, Financial Analysis, Risk Management, Financial Accounting, GAAP, General Ledger, SOX 404, IT Audit, Finance, Variance Analysis, Certified Fraud Examiner, Financial Audits
Education
San Diego State University-California State University 2004 — 2006
MBA
Ogun State Polytechnic 1983 — 1988
BA
Santander Bank, N.A. July 2013 - Present
Sovereign/ Santander January 2012 - June 2013
Sovereign/ Santander April 2010 - January 2012
Sovereign/ Santander December 2009 - April 2010
Sovereign Bank July 2008 - December 2009
State Street Bank & Trust Co October 2007 - July 2008
Ameriprise Financial Advisors December 2005 - September 2006
Skills
Portfolio Management, Risk Management, Bloomberg, Access, Banking, Credit, Securities, Analysis, Financial Analysis, Cash Management, Microsoft Excel, Financial Modeling, Credit Cards, Valuation, PowerPoint, Investments, Financial Reporting, Project Management, Accounting, Microsoft Office, Finance, Corporate Finance, Process Improvement, Loans, Budgets, Management, Commercial Banking, Credit Analysis, CRM
Education
Bentley University 2003 — 2007
Bachelor of Science, Finance
St Mark's School 1999 — 2003
State Street Bank & Trust Co. 2013 - Present
State Street Bank & Trust Co. 2012 - 2013
State Street Bank & Trust Co. January 2012 - April 2012
Raiffeisen Bank Albania 2009 - 2011
Albanian Association of Municipalities 2004 - 2006
Albanian Post - Headquarters 2000 - 2004
Skills
Credit Risk, Customer Service, Banking, Credit, Portfolio Management, Financial Analysis, Risk Management, Accounting, Auditing, Financial Reporting, Loans, Retail Banking, Microsoft Office, Corporate Finance, Negotiation, Finance, Financial Risk, Credit Analysis, Budgets, Mortgage Lending
Education
Suffolk University
Master's degree, Finance, General
University of Tirana, Faculty of Economics
B.S., Accounting and Finance
State Street Bank & Trust Co. September 2014 - Present
State Street Global Services January 2011 - September 2014
Boston Day & Evening 2006 - 2010
Education
Cambridge College
Bachlors of business and science
Soane Labs October 2011 - Present
Burst Media May 2010 - August 2011
Consultant May 2009 - May 2010
State Street Bank & Trust Co June 2008 - January 2009
Iron Mountain Information Management November 2005 - March 2008
Partners HealthCare System, Inc September 2002 - November 2005
Brown & Brown, LLP (Regional Consulting/Accounting Firm) January 2000 - June 2002
Ernst & Young, LLP August 1998 - January 2000
O'Connor & Drew, P.C. September 1995 - July 1998
Skills
Accounting, Financial Reporting, Auditing, SEC filings, Sarbanes-Oxley Act, US GAAP, Revenue Recognition, Financial Analysis, Internal Controls, Consolidation, Due Diligence, Financial Accounting, GAAP, Essbase, Strategic Financial..., General Ledger, Accounts Payable, Tax, Accounts Receivable, Budgets, Finance, Forecasting, Internal Audit, Financial Statements, Mergers & Acquisitions, IFRS, Analysis, Cash Flow, Financial Planning
Education
Suffolk University - Sawyer Business School 1989 — 1993
B.S., Accounting
State Street Bank & Trust Co. June 2008 - Present
Miles Media March 2007 - May 2008
Lincare 2006 - 2007
Mercantile Bank 2004 - 2006
Hamilton Sundstrand 1999 - 2003
Skills
Marketing Communications, Advertising, Event Planning, Budgets, Social Media Marketing, Brand Development, Brand Management, Sales, Market Research, Marketing, Social Media, Web Design, Sales Operations
Education
Culver Stockton College 2000 — 2004
BS, Finance and Accounting
State Street Bank & Trust Co. March 2015 - Present
State Street March 2015 - Present
State Street Bank February 2012 - March 2015
M Johanen & Co April 2009 - October 2011
Skills
Mutual Funds, Bloomberg, Fixed Income, Equities, Securities, Derivatives, Financial Reporting, Internal Audit, External Audit, Accounting, Financial Modeling, Auditing, Fund Administration, Fund Accounting, Finance
Education
UMKC Henry W.Bloch School of Mangement 2013 — 2015
Master’s Degree, Accounting/Tax
The Institute of Chartered Accountants of India 2009 — 2011
Professional Competence Course, Accounting and Tax
WCC 2006 — 2009
Bachelor of Commerce (B.Com.), Accounting and Finance
State Street Bank & Trust Co. June 2011 - Present
Skills
Fixed Income, Financial Services, Management, Mutual Funds, Microsoft Office, Analysis, Sales, Financial Analysis, Leadership, PowerPoint
Education
Merrimack College 2007 — 2011
Bachelor’s Degree, History
Woodstream Corporation January 2015 - June 2015
Suffolk University January 2014 - December 2014
Armstrong World Industries May 2014 - August 2014
WB Mason June 2012 - December 2012
The Jay Group September 2011 - June 2012
Brown Brothers Harriman & Co August 2007 - August 2011
State Street Bank & Trust Co September 2006 - August 2007
State Street Bank & Trust Co August 2005 - September 2006
Armstrong DLW AG June 2003 - August 2003
Intier Magna AG June 2002 - August 2002
Skills
Financial Reporting, Financial Statements, Analysis, Forecasting, Accounts Receivable, IFRS, General Ledger, GAAP, Data Analysis, Financial Analysis, Accounting, Microsoft Office, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Mutual Funds, SEC filings, Bloomberg, Financial Accounting, Financial Audits, Cash Flow, Budgets, Management, Valuation, Investments, Account Reconciliation, International..., Marketing Communications, World Travel, Business Process Mapping, Integrated Marketing, International Business, Marketing Strategy, German to English, Global Marketing, Marketing Management, Global Business..., Internal Communications, Strategic Planning, Environmental Issues, Environmental Awareness, International Sales, Solar Energy, Marketing, Sales, Strategy
Education
Suffolk University - Sawyer Business School 2013 — 2014
Master of Business Administration (M.B.A.), International Marketing
Boston University 2001 — 2005
B.A, Economics
TASIS England High School 1999 — 2001
State Street Bank & Trust Co. October 2014 - Present
VyStar Credit Union August 2005 - October 2014
Convergys August 1999 - September 2005
US Trust Company August 1985 - September 1993
Skills
Banking, Call Centers, Customer Service, Outlook, Microsoft Office, Data Entry, Microsoft Word, Leadership, Sales, Access, PowerPoint, Microsoft Excel, Team Building, Coaching, Credit, Loans, Training
Education
Florida Community College at Jacksonville 2000 — 2001
Essex County College 1987 — 1988
BNY Mellon June 2015 - Present
HireStrategy February 2015 - April 2015
Exit Realty March 2014 - January 2015
CSI Commmunity Management at 4600 Duke Street September 2014 - November 2014
State Farm June 2013 - February 2014
Sparks Personnel December 2012 - November 2013
Quest Diagnostics March 2010 - June 2012
State Street Bank & Trust Co November 2007 - February 2010
John Hancock Signature Services/ Manulife July 2005 - November 2007
The First Marblehead Corporation 2003 - 2005
Skills
Data Entry, Administrative..., Microsoft Excel, Accounts Payable, Outlook, Customer Service, Microsoft Office, Management, PowerPoint, QuickBooks, Finance, Recruiting, Wordperfect, Investments, Customer Satisfaction, Financial Reporting, Event Planning, Screening Resumes, General Ledger, Internet, Word, credit report, Attention To Detail, Attendance, Call Center, Client Services, Mutual Funds, Highly Ambitious, Willing to Go the Extra..., Background Checks, Networking, Negotiation, Interior Design, PayPlus, Front Desk, Relocating, HRIS, Price Quotes, Real Estate, Property Claims, Customer Retention, Strategic Planning, Retention Strategies, Electronic Funds..., Money Market, Qualified Retirement..., Investment Banking, Accounts Receivable, Referrals, Virginia Notary Public
Education
Moseley Real Estate School 2013 — 2014
Certificate, Real Estate
Columbia Southern University 2011 — 2014
MBA, Finance, 3.59 GPA
Suffolk University 1999 — 2005
2005Bachelor of Science; Bachelors Degree (B.S, Psychology and Criminology; Sociology
Foxboro High School 1994 — 1999
Diploma, High School/Secondary Diplomas and Certificates
State Street Bank & Trust Co. 2013 - Present
Southern New Hampshire University & Bunker Hill Community College 2014 - Present
Santander Bank, N.A. 2011 - 2013
Bank of America Merrill Lynch 2002 - 2011
Skills
Credit Analysis, Commercial Lending, Retirement Planning, Investments, Private Banking, Credit, Certified Financial..., Commercial Banking, Loans, Financial Analysis, Finance, Financial Services
Education
Suffolk University - Sawyer School of Management 2002 — 2005
Master of Business Administration, Finance
Curry College 1997 — 2001
Bachelor of Arts, Business Management
Boston University
Certificate, Financial Planning Program
Northeastern University
Certificate, Commercial Credit Training Program
Brown Brothers Harriman March 2006 - Present
Citibank 2005 - 2006
EquiServe 2000 - 2005
State Street Bank & Trust Co. March 1998 - September 2000
First Data Investor Services Group August 1993 - March 1998
First Data Corporation 1993 - 1998
Boston Financial Data Services 1981 - 1993
Skills
FATCA, Securities, Global Custody, Tax, Risk Management, Financial Services, Business Analysis, Back Office, Financial Risk, Due Diligence, Process Improvement, Relationship Management, Operational Risk..., Business Process..., Mutual Funds, Client Services, Business Requirements, Transfer Agency, Vendor Management, Management, Operational Risk
Education
Northeastern University 1982 — 1986
B.S., Management, Marketing
Citizens Financial Group, Inc. December 2014 - Present
State Street Bank & Trust Co December 2011 - December 2014
State Street August 2008 - December 2011
State Street Bank & Trust Co June 2004 - August 2008
Investors Bank & Trust 1999 - 2004
Skills
Derivatives, Fixed Income, FX Options, Hedge Funds, Corporate Actions, Auditing, Credit, Financial Markets, Banking, Operational Risk, Capital Markets, Credit Risk, Basel II, AML, Enterprise Risk..., Alternative Investments, Trading, Risk Management
Education
Suffolk University - Sawyer Business School 2001 — 2004
Masters, Finance
University of Rhode Island 1991 — 1995
BS, Business Administration
State Street Bank & Trust Co. June 2015 - Present
Bryant University September 2014 - Present
Archway Investment Fund September 2014 - Present
Coravin April 2014 - Present
Coravin July 2013 - January 2014
Francis Parker School June 2010 - September 2012
Town of Shirley MA. June 2008 - August 2010
Skills
Microsoft Excel, Finance, Economics, PowerPoint, Data Entry, Manual Testing, Team Leadership, Creative Writing, Writing, Apple OS, Production Managment, Clerical Work, Financial Modeling, Financial Statement..., Customer Service, Teamwork, Time Management
Education
Bryant University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Economics, 3.45
F.W. Parker Charter School 2005 — 2011
Sprint Nextel March 2004 - Present
Sassafrass at The Vintage Sunflower 2015 - 2015
Sprint Nextel July 2003 - March 2004
State Street Bank & Trust Co September 2000 - June 2003
Kansas City Paralegal Association September 2000 - September 2002
Caldwell & Moll, L.C August 1999 - September 2000
Gates, Biles May 1995 - August 1999
Sloan, Listrom December 1993 - May 1995
Skills
Microsoft Office, Customer Relations, Research, Mergers, Contract Management, Due Diligence, Problem Solving, Negotiation, Supervisory Skills, Litigation, Contract Negotiation, Securities, Customer Service, Mergers & Acquisitions, EDGAR filings, Training, Legal Research, Legal Writing, Telecommunications, Corporate Law, Corporate Governance, Risk Management, Legal Compliance, SEC filings, Management, Human Resources, Vendor Management
Education
2002Mid-America Nazarene University
A.A, Management/Human Relations; Paralegal Studies
The University of Kansas
General studies
Shawnee Mission South High School 1983 — 1987
HSBC Private Bank October 2008 - January 2015
BIM Alternative (Banca Intermobiliare) July 2006 - September 2008
PFPC international (Currently Merged with Bank of NY) April 2003 - February 2006
State Street Bank & Trust Co. February 2001 - March 2003
Skills
Hedge Funds, Stock options, Produits dérivés, Fonds mutuel, Forex, Gestion des opérations, Back office, Middle-office, Assistance..., Activités..., Audit financier, Reporting financier, Investissements..., Net Asset Value..., Comptabilité financière
Education
Master en administration des affaires, Business accounting
Vail Mountain School June 2014 - Present
Gore Range Montessori - Eagle December 2008 - May 2014
Andrus Family Fund September 2005 - September 2011
Vail Mountain School August 1996 - May 2004
Belmont Day School 1995 - 1996
Brown Brothers Harriman & Co 1993 - 1995
State Street Bank & Trust CO 1992 - 1993
Skills
Staff Development, Public Speaking, Nonprofits, Teaching, Special Education, Program Development, Volunteer Management, Classroom, Tutoring, Educational Leadership, Curriculum Development, Curriculum Design, Event Planning
Education
Lesley University 1995 — 1996
M.Ed., Elementary Education
Syracuse University 1987 — 1991
B.A., Psychology
Pamli Capital Management November 2012 - Present
Avenue Capital Group May 2012 - September 2012
Aristeia Capital June 2007 - August 2011
TRG Management LP (The Rohatyn Group) June 2003 - June 2007
JP Morgan Chase September 1998 - June 2003
State Street Bank & Trust Co. September 1997 - August 1998
Skills
Fixed Income, Equities, Credit Derivatives, Interest Rate..., Equity Derivatives, FX, Structured Products, Convertible Bonds, Emerging Markets, Special Situations, Loans, Valuation, Collateral Management, Treasury Management, Hedge Funds, PIPEs, Operations Management, Fund Accounting, Compliance, Distressed Debt, Private Equity, Mutual Funds, Separately Managed..., Asset Management, Options, FX Options, Securities
Education
Ohio Wesleyan University 1993 — 1997
BA, International Business, Spanish
Universidad de Salamanca 1995 — 1995
Spanish / Spanish Literature
Hingham High School 1989 — 1993
MIT Lincoln Laboratory April 2008 - Present
SeaChange International July 2006 - April 2008
Presstek, Inc. January 2005 - June 2006
Celestica, Inc. December 1999 - December 2004
American Biltrite (Ideal Tape) December 1996 - December 1999
TRC September 1990 - June 1996
TRC Environmental Corporation 1990 - 1996
State Street Bank & Trust Co June 1987 - August 1988
Skills
Financial Forecasting, Forecasting Models, Strategic Planning, Financial Planning, Business Planning, Business Analysis, Financial Analysis, Market Analysis, Financial Reporting, Financial Modeling, Financial Management, Corporate Finance, Financial System..., Revenue Forecasting, Revenue Modeling, Project Planning, Budget Management, Budget Analysis, Budget Development, Capital Budgeting, Budget Preparation, Budget Tracking, Budget Oversight, Budget Allocation, Managerial Finance, Budgets, Finance, Forecasting, Internal Controls, Leadership, Business Process..., Management, SAP, Strategic Financial...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1990
MBA - With Distinction
Bentley University 1983 — 1987
Associates, Management
Bentley University 1983 — 1987
Bachelors Degree, Marketing
State Street Bank & Trust Co. November 1991 - Present
Skills
Equities, Securities Lending, Fixed Income, Portfolio Management, Prime Brokerage, Market Risk, Securities, Collateral Management, Hedge Funds, Corporate Actions, Derivatives, Middle Office, Trading Systems, ETFs
Education
Boston University Questrom School of Business 1986 — 1990
SunGard 2007 - Present
SunGard 2005 - 2007
SunGard 2002 - 2005
SunGard 1998 - 2002
SunGard 1996 - 1998
SunGard 1994 - 1996
SunGard 1988 - 1994
SunGard 1987 - 1988
State Street Bank & Trust Co. 1985 - 1987
Skills
Business Analysis, SDLC, Financial Services, Software Project..., Requirements Analysis, Risk Management, Vendor Management, Trading Systems, Program Management, Equities, Product Management, SaaS, Enterprise Software, Derivatives, Business Strategy, Fixed Income, Requirements Gathering, Market Data, Cross-functional Team..., Software Development, Product Marketing, Agile Methodologies
Education
Bentley University 1987 — 1991
Master's Degree, Accounting
Bentley University 1981 — 1985
Bachelor's Degree, Economics / Finance
Emmaus High School 1978 — 1981
High School
State Street Bank & Trust Co September 2008 - Present
The Vanguard Group July 2007 - September 2008
The Vanguard Group June 2005 - July 2007
Education
Penn State University 2001 — 2005
B.S., Business Administration
State Steet Global Advisors May 2010 - Present
State Street Bank & Trust Co. September 2006 - June 2011
State Street February 2005 - September 2006
State Street May 2000 - February 2005
State Street April 1999 - May 2000
State Street September 1997 - April 1999
Skills
Mutual Funds, Equities, Financial Reporting, Financial Analysis, General Ledger, Client Relations, Training, Audit Reporting, Project Management, Analysis, Data Analysis, Finance, Process Improvement, Audit Reports, Management, Auditing, Financial Modeling, Fund Accounting
Education
Northeastern University 2002 — 2004
MSF, Finance
Bentley University 1993 — 1997
BA, Economics-Finance
Partnership, Inc
Fannie Mae September 2005 - Present
MCI March 2003 - August 2005
Lawson Software, formerly Account4 March 1998 - May 2002
BankBoston, Inc. October 1996 - April 1997
BayBanks, Inc. April 1994 - October 1996
BayBanks, Inc. February 1993 - March 1994
BayBanks, Inc. August 1992 - January 1993
BayBanks, Inc. July 1988 - August 1992
BayBanks, Inc. May 1987 - June 1988
State Street Bank & Trust Co. September 1986 - April 1987
Skills
Portfolio Management, Asset Managment, Credit Risk, Investments, Capital Markets, Mortgage Lending, Loans, Business Analysis, Risk Management, Operational Risk, Loss Mitigation, Customer Management, Project Management, Software Development..., Software Implementation..., Sales Engineering, P&L Management, Cost Control, Food Service Operations, Financial Services, Asset Management, Finance, Financial Risk, Budgets, Accounting, Internal Audit, Auditing, Management, Credit, Internal Controls, Process Improvement, Mergers & Acquisitions, Loan Origination
Education
Isenberg School of Management, UMass Amherst 1982 — 1986
BBA, Finance
Eagle Investment Systems April 2011 - Present
JPMorgan Chase and Co. May 2009 - April 2011
JPMorgan Chase and Co. January 2008 - May 2009
State Street Bank and Trust Corporation April 2006 - December 2007
State Street Bank September 2003 - December 2007
State Street Bank & Trust Co. December 2004 - April 2006
State Street Bank & Trust Co. September 2003 - December 2004
Education
Suffolk University - Sawyer Business School 2005 — 2007
MBA, Accounting
Boston University Questrom School of Business 1999 — 2003
Bachelor of Science, Business Management; Finance
John Cooper School
State Street Bank & Trust Co. April 2008 - Present
Granite Telecommunications 2006 - 2008
Skills
Microsoft Word, PowerPoint, Salesforce.com, Customer Satisfaction, Social Media, New Business Development, Management, Microsoft Office, Customer Service, Account Management, Outlook, Telecommunications, Time Management, Social Networking, Process Improvement, Team Leadership, Accounting
Education
Massachusetts College of Liberal Arts 2004 — 2006
English Communications, Business/Corporate Communications
Massasoit Community College 2002 — 2004
Liberal Arts Transfer, Liberal Arts and Sciences, General Studies and Humanities
Sun Capital Advisers LLC January 2002 - Present
STATE STREET BANK & TRUST CO January 2001 - August 2001
BROWN BROTHERS HARRIMAN & CO January 1999 - January 2001
STATE STREET BANK & TRUST CO June 1996 - December 1998
GABELLI & COMPANY, INC October 1993 - May 1996
Education
Manhattanville College 1989 — 1993
Bachelor of Arts, Management; Finance
Fresenius Medical Care January 2012 - June 2015
State Street Bank & Trust Co. May 2010 - December 2011
Fidelity Investments May 2004 - December 2008
Skills
QC Tools, SQL, Agile Methodologies, Software Quality..., QTP, Test Automation, Mobile Testing, VMware, Citrix, Windows XP, SharePoint, Test Planning, Test Strategy, Multiple Project..., User Acceptance Testing, End User Training, Software Business..., XML, SDLC, Project Management, Business Analysis, Java, Requirements Analysis, Microsoft SQL Server, Software Development, Microsoft Office, Software Project..., HP Quality Center, Testing, Databases, Regression Testing, Manual Testing, Integration, Quality Assurance, Business Requirements, Test Cases, Integration Testing, Scrum
Education
Northeastern University 1994 — 1999
Management Information Systems, General
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company December 2012 - Present
Liberty Mutual Insurance September 2006 - November 2011
Management Resouces September 2004 - September 2006
Captus Ventures LLC July 2003 - August 2004
State Street Corporation September 2000 - July 2003
Boston Financial Data Services September 1990 - August 2000
State Street Bank & Trust Co. October 1987 - September 1990
Boston Financial Data Services June 1983 - October 1987
Commercial Union September 1980 - June 1983
Education
Babson College
Finance/Investments
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Accounting
Brockton High School
DST RS, Albany, NY January 2004 - Present
Newkirk Products, Inc January 2004 - Present
The Ayco Company L.P July 2000 - July 2003
Ayco October 1998 - July 2000
Sun Life Annuity Service Center September 1997 - March 1998
Sun Life Annuity Service Center June 1996 - August 1997
State Street Bank & Trust Co January 1996 - June 1996
Skills
Mutual Funds, Process Improvement, Sales, Fixed Annuities, Marketing, Investments, Microsoft Office, 401k, Financial Services, Retirement
Education
University of Maine
B.S, Business Administration; Finance
BNY Mellon January 1994 - Present
State Street Bank & Trust Co. 1990 - 1994
Education
Cambridge College 1995 — 1999
Med, Counseling Psychology
Suffolk University 1983 — 1987
BSBA
State Street Bank & Trust Co. May 2015 - Present
Cisco systems August 2014 - April 2015
Cisco November 2013 - July 2014
Cisco April 2012 - August 2013
Cisco January 2011 - March 2012
Consultant at RICOH Europe, Netherland February 2007 - December 2010
IBM India Pvt. Ltd October 2004 - December 2010
IBM India Pvt. Ltd April 2006 - October 2009
IBM October 2004 - March 2006
Oracle India Pvt. Ltd. April 2003 - October 2004
Skills
Oracle E-Business Suite, Oracle Applications, Oracle, Oracle RAC, Oracle Application..., Oracle HR, Data Migration, Sla, ITIL, OBIEE, Oracle Fusion Middleware, PL/SQL, ERP, Pre-sales, Requirements Analysis, Solution Architecture, Enterprise Architecture, CRM, Data Warehousing, BPEL, Oracle Discoverer, Weblogic Administration, Big Data, Hadoop, Cassandra, Exadata, Dell Shareplex
Education
United Business Institute, Belgium, Europe 2011 — 2012
International MBA, Information Technology Project Management
Indian Institute of Management, Kozhikode 2008 — 2008
AMPM, Project Management
Sikkim Manipal University of Health, Medical and Technological Sciences 2004 — 2007
MCA, Information Technology
Utkal University 1991 — 1993
MA
SSGA April 2014 - Present
Citizens Bank May 2013 - April 2014
Citizens Bank March 2011 - March 2013
Citizens Financial Group March 2011 - October 2012
Anti-Money Laundering, Wealth Manager Services and Investor Services September 2006 - December 2010
Compliance September 1994 - December 2010
State Street 2006 - 2010
State Street September 2006 - October 2008
INVESTORS BANK AND TRUST February 2006 - August 2006
STATE STREET BANK & TRUST CO January 2002 - August 2006
Skills
AML, OFAC, USA PATRIOT Act, Financial Risk, KYC, Bank Secrecy Act, Risk Management, Operational Risk, Operational Risk..., Sanction, Banking, Due Diligence, Anti Money Laundering, Analysis, Portfolio Management, Mutual Funds, Internal Audit
Education
Bryant University 1990 — 1994
BS, Business Administration- Managerial Accounting
BRYANT COLLEGE/UNIVERSITY
Bachelor of Science, Business Administration; Managerial Accounting
CAMS
Bank of America/ US Trust Fiduciary Tax Services -Global Wealth Investment Management June 2007 - Present
State Street Bank & Trust Co. May 2001 - June 2007
Edwards Angell Palmer & Dodge LLP May 1999 - June 2000
BNY Mellon May 1997 - May 1999
KPMG May 1994 - May 1997
Choate, Hall & Stewart May 1994 - May 1994
H&R Block January 1994 - May 1994
Skills
Tax, Financial Analysis, Accounting, Auditing, Financial Reporting
Education
Fitchburg State College 1982 — 1987
B.S., ECONOMICS
PLYMOUTH CARVER HS 1979 — 1981
DIPLOMA
eFront February 2015 - Present
Cambridge Associates LLC October 2008 - February 2015
State Street Bank & Trust Co. June 2007 - October 2008
The Beacon Group July 2006 - May 2007
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts (B.A.), Economics
DePaul University 2014 — 2014
Strategic Management Certificate Program
Scipione Bookkeeping Service November 2000 - Present
Pearson Education September 1995 - December 2000
State Street Bank & Trust Co. August 1989 - July 1990
Skills
QuickBooks, Customer Service, Small Business, Accounting, Accounts Receivable, Microsoft Excel, Invoicing, Microsoft Office, Accounts Payable, Microsoft Word, Account Reconciliation, Bookkeeping, Business Development, Entrepreneurship, Economics, General Ledger, Internet, Leadership, Office Management, Personal Finance, Consulting, Financial Coaching
Education
Bentley College 1999 — 2000
Certificate of Completion in Accounting Program
Framingham State College 1985 — 1989
Bachelor of Arts Degree, Economics; Business Administration and Finance
COMPUTER EXPERIENCE
Citizens Financial Group March 2010 - November 2010
Ed Slott & Co. September 2009 - March 2010
U.S. Trust, Bank of America Private Wealth Management 2008 - 2009
Bank of America 2005 - 2008
Bank of Boston / Fleet / Bank of America 1996 - 2005
Bank of Boston (The Private Bank) 1991 - 1996
State Street Bank & Trust Co. 1982 - 1991
Education
Boston University 2007 — 2009
Online Certified Financial Planner Program
Bentley University 1985 — 1987
Certificate, Pension Law and Administration
University of Massachusetts Boston 1978 — 1982
BS, Management
State Street Global Advisors January 2011 - Present
Pioneer Investments January 2006 - July 2007
BNY Mellon January 2001 - December 2005
State Street Bank & Trust Co. April 1999 - December 2000
Education
Southern New Hampshire University 2001 — 2003
MBA
State Street Bank & Trust Co. January 2001 - Present
State Street January 2001 - Present
Fleet National Bank September 1998 - December 2000
Skills
Financial Analysis, Banking, Risk Management, Finance, Portfolio Management, Investments, Financial Services, Business Analysis, Analysis, Asset Management
Education
Webster University 1992 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts Dartmouth 1982 — 1984
Bachelor's degree, Accounting
Bristol Community College 1980 — 1982
AS Computer Programing, Programing
Boston Private Bank & Trust Co. VP - Commercial Real EstateCitizens Bank of MassachusettsDecember 1999 - December 2005
State Street Bank & Trust Co. March 1988 - December 1999
Bank of Boston September 1986 - March 1988
Bank of Boston February 1977 - March 1988
Education
LIU Post 1967 — 1971
BA, Geography/Sociology
State Street Bank & Trust Co. January 2006 - August 2015
State Street Bank & Trust Co. March 1996 - December 2005
Aldrich, Eastman & Waltch, L.P. November 1992 - February 1996
Aldrich, Eastman & Waltch, L.P. May 1985 - October 1992
The Yankee Companies Inc. January 1984 - May 1985
Arthur Young October 1980 - January 1984
Wolf & Company, P.C. January 1980 - October 1980
Skills
Fixed Income, Financial Services, Securities, Mutual Funds, Global Custody, Product Management, Equities, Investments, Auditing, Alternative Investments, Risk Management, Bloomberg, Process Improvement, Portfolio Management, Asset Managment, Derivatives, Asset Management
Education
Isenberg School of Management, UMass Amherst 1977 — 1979
BSBA, Business Administration
State of Tennessee July 2007 - July 2015
Cummins Business Services July 2004 - May 2008
State Street Bank & Trust Co. 2003 - 2004
Deutsche Bank July 1999 - 2003
US Navy December 1986 - November 1993
Skills
Access, Business Analysis, Financial Analysis, Process Improvement, Program Management, Risk Management, SDLC, Leadership, Financial Reporting, Accounting, Policy, Microsoft Excel, Auditing, Team Building, Customer Service, PeopleSoft, Banking, Change Management, Team Leadership, Account Reconciliation, Microsoft Office, PowerPoint, Finance, Data Analysis, Financial Risk, Analysis, Vendor Management, Business Process..., Management, Microsoft Word, Public Speaking, Outlook, Training, Relationship Management, Nonprofits, Project Management, Strategy, Equities, Strategic Planning, Budgets, Research, Leadership Development, Government
Education
Austin Peay State University 1994 — 1999
BBA, Accounting & Finance, 3.17
hardin high school
hardin high school
hardin high school
Boehringer Ingelheim October 2011 - Present
inVentiv Health June 2010 - October 2011
King Pharmaceuticals, Inc December 2003 - April 2009
TP Orthodontics, Inc March 2002 - December 2003
State Street Bank & Trust Co July 1997 - April 2001
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Cardiology, Hospitals, Strategic Planning, Pulmonology, Rheumatology, Endocrinology, Buy, Disposables, Cold Calling, Urology, Selling, Sales, Account Management, Managed Care, Sales Operations
Education
Assumption College 1993 — 1997
BA Economics, Business
Keverian& Co. January 2004 - Present
State Street Bank & Trust Co. January 2010 - July 2014
Skills
Financial Modeling, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Access, Change Management, Financial Analysis, Microsoft Word, Finance, Management, Sales, Investments, Business Development, Team Leadership, Strategic Planning, Portfolio Management, Equities, Data Analysis, Strategy, Leadership, Business Strategy, Research, Analysis
Education
University of Massachusetts, Amherst
State Street Bank & Trust Co. September 2012 - Present
State Street Bank & Trust Co. February 2008 - September 2012
Skills
Fund Accounting, Bloomberg, Fund Administration, Mutual Funds, Hedge Funds, Fixed Income, Corporate Actions, Equities, Financial Analysis, Financial Reporting, Derivatives, Securities
Education
Bridgewater State University
Bachelor's degree, Economics
State Street May 2011 - Present
State Street Bank & Trust Co May 2008 - Present
State Street May 2008 - Present
Smith Barney December 2007 - May 2008
Smith Barney December 2007 - May 2008
Keene High School December 2004 - May 2008
Education
Stonehill College
Bachelor of Arts, Mathematics
EverBank March 2012 - Present
Metlife Bank September 2010 - March 2012
Sovereign Santander June 2004 - September 2010
FleetBoston Financial January 2000 - June 2004
Evergreen Investment Management Co January 1997 - January 2000
Investors Bank & Trust Company July 1993 - January 1997
State Street Bank & Trust Co April 1992 - April 1993
Skills
Loans, Mortgage Banking, Credit Analysis, Mortgage, Credit
Education
Boston College 1995 — 1999
MBA, Finance
UMass Lowell 1987 — 1991
Bachelor of Science (BS), Business Administration
State Street Bank & Trust Co. 1986 - 1990
Coopers & Lybrand 1978 - 1986
Education
Boston College 1974 — 1978
B.S., Accounting
Bentley College
M.S.T., Taxation
State Street Bank & Trust Co. 1995 - 2012
Fleet Services Company 1993 - 1995
Fleet Services Company 1990 - 1993
Bank of New England N.A. 1989 - 1990
Bank of New England 1988 - 1989
Skills
Bloomberg, Equities, Risk Management, Leadership, Derivatives, Investments, SDLC, Requirements Analysis, FX Options, Capital Markets, Financial Markets, IT Operations, Foreign Exchange, Business Continuity, Quality Assurance, Business Analysis, Financial Services, Management
Education
Boston College 1983 — 1987
Bachelor’s Degree, Liberal Arts/Italian with concentration in Spanish
Wells Fargo May 2004 - Present
State Street Bank & Trust Co September 2000 - September 2003
Education
Eastern Connecticut State University 1988 — 1992
Bachelor of Science (BS)
The Work Place 2003 - Present
Macy's 2001 - 2015
State Street Bank & Trust Co. 1998 - 2003
Greek Orthodox Church in Kampala 1995 - 1997
Skills
PowerPoint, Job Search Strategies, Staff Development, Career Counseling, Program Development, Workforce Development, Resume Writing, Career Development, Community Outreach, Cover Letters, Job Coaching, Career Assessment, Job Search
Education
Boston University
Master's Degree, Education
Hellenic College
Bachelor's Degree
State Street Bank & Trust Co. January 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Education
University of Massachusetts Boston 2015 — 2017
Accounting, Bachelor’s Degree
Bunker Hill Community College 2014 — 2015
General Concentration
Wilfrid Laurier University 2012 — 2013
Honors Business Administration