State Street Bank & Trust Company

Description

State Street Bank and Trust Company simply State Street is the largest custodian bank in the world organized as a Massachusetts trust company specializing in services to mutual funds and their advisers, ... Headquarters: Boston, MA Founded: 1792 Subsidiaries: Charles River Systems, Inc., Currenex, Parent organization: State Street Corporation

State Street Bank & Trust Company 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 Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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98 State Street Bank & Trust Company employees in database. Find out everything there's to know about State Street Bank & Trust Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

State Street Bank & Trust Company Employees

Employee
Years
Job
Industry
Phyllis Epstein Phyllis Epstein Greater Boston Area Details
Phyllis Epstein's State Street Bank & Trust Company Experience April 1991 - December 1995
Job Relationship Management Professional
Industry Financial Services
Experience
ING  January 2012 - April 2013
ING  January 2005 - December 2011
CitiStreet  January 2002 - December 2004
CitiStreet  January 1996 - December 2001
State Street Bank & Trust Company   April 1991 - December 1995
Capitol Bank & Trust Company   January 1981 - December 1990

Skills
Pensions, Relationship Management, Defined Benefit, Investments, DC 401K, Plan Operations, Plan Design and Strategy, Financial Services, Business Strategy, Project Management, Leadership, Change Management, Retirement Planning, CRM, Process Improvement, Management, Analysis, Training, Business Process..., Strategy, Sales, Strategic Planning, Strategic Financial..., Risk Management, Team Building, Banking

Education
Keene State College

Scott Foley, CSCS Scott Foley, CSCS Greater Boston Area Details
Scott Foley, CSCS's State Street Bank & Trust Company Experience March 2015 - Present
Job Financial Accountant
Industry Financial Services
Experience
State Street Bank & Trust Company   March 2015 - Present
State Street Bank & Trust Company   February 2014 - March 2015
State Street Bank & Trust Company   March 2013 - February 2014
Boston Sports Club/The Thoreau Club   December 2011 - March 2013

Skills
Proficient with..., Positive and engaging..., PowerPoint, Customer Service, Public Speaking, Athletics, Microsoft Excel, Microsoft Word

Education
University of Massachusetts, Amherst   2007 — 2011
Bachelor of Science (BS), Kinesiology and Exercise Science

Helen Wyner Helen Wyner Boston, Massachusetts Details
Helen Wyner's State Street Bank & Trust Company Experience January 2015 - Present
Job Compliance Manager Global Exchange VP at State Street Bank & Trust Company
Industry Financial Services
Experience
State Street Bank & Trust Company   January 2015 - Present
Columbia Management (Ameriprise Financial)   April 2005 - December 2014
John Hancock Life Insurance Company (U.S.A.)   December 2002 - March 2005
BDC Securities - Private Equity Fund of Funds   June 2001 - September 2002
New England Financial  October 1998 - May 2001

Skills
Asset Management..., Compliance Program..., Enterprise Compliance, Risk and Control Self..., Project Management, Rule 38a-1, Rule 206(4)-7, FINRA Rules, Policies and Procedures, Regulatory Examinations, Process Improvement, Forensic Testing, Mutual Funds, Business Process Mapping, Office of Supervisory..., Separately Managed..., Special Investigations, Operational Streamlining, Private Placements, Business Continuity, Metrics, Public Speaking, FINRA, Asset Management, Securities, Series 63, Financial Services, Alternative Investments, Risk Management, Equities, Series 7, Due Diligence

Education
Suffolk University - Sawyer Business School
MBA, Business Management

University of Southern California
Bachelor's degree, Communications

Joana Baka Joana Baka Greater Boston Area Details
Joana Baka's State Street Bank & Trust Company Experience August 2014 - July 2015
Job Pricing Analyst at JPMorgan Chase & Co
Industry Financial Services
Experience
JPMorgan Chase & Co.   August 2015 - Present
State Street Bank & Trust Company   August 2014 - July 2015
State Street Bank  September 2013 - August 2014
State Street  January 2013 - October 2013
Bunker Hill Community College  December 2012 - September 2013

Skills
English, Research, Windows, Public Speaking, Business Service..., Teamwork, Outlook, Social Media, Data Analysis, Event Planning

Education
Northeastern University   2013 — 2015
Bachelor's Degree in Finance and Accounting Management

Bunker Hill Community College   2012 — 2013
Associate of Arts (A.A.), Business Concentration

Rick Cavaliere Rick Cavaliere Greater New York City Area Details
Rick Cavaliere's State Street Bank & Trust Company Experience June 2001 - September 2003
Job Vice President, JPMorgan Funds
Industry Financial Services
Experience
JPMorgan Chase  May 2006 - Present
THE BANK OF NEW YORK COMPANY, INC   July 2004 - May 2006
STATE STREET BANK & TRUST COMPANY   June 2001 - September 2003

Skills
Hedge Funds, Investments, Securities, Due Diligence, Equities, Portfolio Management

Education
Salve Regina University   1997 — 2001
B.S, Finance

Raymond Janairo Raymond Janairo Greater Boston Area Details
Raymond Janairo's State Street Bank & Trust Company Experience June 2011 - June 2014
Job Vice President and Senior Counsel at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  June 2014 - Present
State Street Bank & Trust Company   June 2011 - June 2014
Bingham McCutchen LLP  September 2005 - May 2011
New York City Council  July 2000 - July 2002
Regional Plan Association  November 1997 - June 2000

Skills
Legal Writing, Contract Negotiation, Legal Research, Government, Contract Management, Social Media, Program Management, Team Leadership, Negotiation, Project Management, Strategy, Process Improvement, Analysis, Business Development, Public Speaking, Legal Advice, Microsoft Office, Management, Strategic Planning, Asset Management, Outlook, Contract Drafting

Education
American University, Washington College of Law   2002 — 2005
JD

New York University, Robert F. Wagner Graduate School of Public Service
MPA, Policy

Brown University   1993 — 1997
B.A., Public Policy

Peter Crowley Peter Crowley Princeton, Massachusetts Details
Peter Crowley's State Street Bank & Trust Company Experience March 1981 - August 1987
Job Business Teacher at Wachusett Regional High School
Industry Primary/Secondary Education
Experience
Wachusett Regional School District  September 1995 - Present
MASS-DECA   September 2011 - June 2013
American International School of Lagos  August 1993 - June 1995
Cairo American College  September 1988 - June 1990
Algonquin Regional High School  September 1987 - June 1988
State Street Bank & Trust Company   March 1981 - August 1987

Skills
Teaching, Curriculum Development, Educational Leadership, Public Speaking, Event Planning, Marketing, Higher Education, Research, Classroom, Tutoring, Community Outreach, Curriculum Design, Lesson Planning, Classroom Management, Special Education, Teacher Training, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Staff Development

Education
Lesley University   1990 — 1992
Master of Education (M.Ed.), Computers in Education

UMass Dartmouth   1976 — 1984
Bachelor of Science (BS), Marketing

Rhonda Rawlins Rhonda Rawlins Winston Salem, North Carolina Details
Rhonda Rawlins's State Street Bank & Trust Company Experience December 1999 - September 2004
Job President/CEO at Celebration Elegant Desserts, Inc.
Industry Food Production
Experience
Celebration Elegant Desserts, Inc.   September 2004 - Present
State Street Bank & Trust Company   December 1999 - September 2004
Wachovia Bank  July 1992 - December 1999

Skills
Negotiation, Accounting, Strategy, Inventory Management, Key Account Management, Pricing, Project Management, Customer Service, B2B, Forecasting, Manufacturing, Leadership, Budgets, Business Development

Education
Ohio University   1990 — 1991
NA, Accounting Technology

Millersport High School   1979 — 1982
NA, College Preparatory, 3.9 GPA

Dick Mezger Dick Mezger Greater Boston Area Details
Dick Mezger's State Street Bank & Trust Company Experience June 1997 - August 2003
Job info technology and real estate at RETIRED
Industry Information Technology and Services
Experience
RETIRED  Owner and BrokerR A Mezger AssociatesJanuary 2003 - May 2014
State Street Bank & Trust Company   June 1997 - August 2003

Skills
Negotiation, Investment Properties, Real Estate Development, Fundraising, Non-profit..., Non-profits, Project Finance, Finance, Bookkeeping, Project Planning, Project Management, Real Estate, Construction, Nonprofits, Single Family Homes, Buyer Representation, Residential Homes, Strategic Planning, Public Speaking

Education
Massachusetts Institute of Technology - Sloan School of Management   1963 — 1965
Master's Degree, Computer/Information Technology Administration and Management, decent

Massachusetts Institute of Technology   1957 — 1961
Bachelor's Degree, Electrical Engineering; minor in Economics, decent

John M. Mastro John M. Mastro Andover, Massachusetts Details
John M. Mastro's State Street Bank & Trust Company Experience September 1998 - September 2000
Job Connecting with innovative people who will drive healthcare technology research through machine learning/data analysis
Industry Research
Experience
Philips  January 2012 - Present
Philips  July 2011 - January 2012
CIBER  October 2004 - July 2011
Oxford International  January 2002 - October 2004
Keane  September 2000 - December 2001
State Street Bank & Trust Company   September 1998 - September 2000
ITT New England Management / The Hartford   1995 - 1998
Hornet's Nest   1991 - 1995

Skills
Taleo, Linked, Twitter, Sourcing, Technical Recruiting, Recruitment/Retention, Sales Recruitment, Talent Acquisition, Talent Assessment, Microsoft Office, Social Networking, Social Networking Sites, Facebook, Accounting, Engineering, Screening, Applicant Tracking..., Internet Recruiting, Full-cycle Recruiting, Employer Branding, Interviewing, Cold Calling, Strategic Sourcing, E-recruitment, Healthcare, Medical Devices, Recruiting, Negotiation, Interviews, SDLC, Process Improvement, Management, Temporary Placement, Human Resources, Benefits Negotiation

Education
Merrimack College   1991 — 1995
BS, Accounting

North Reading High School   1989 — 1991

Rick Breed Rick Breed Greater Boston Area Details
Rick Breed's State Street Bank & Trust Company Experience June 1972 - February 1980
Job Attorney/Shareholder at Tarlow, Breed, Hart & Rodgers, P.C.
Industry Law Practice
Experience
Tarlow, Breed, Hart & Rodgers, P.C.   March 1991 - Present
New England School of Law  September 1985 - May 1997
Bradley, Barry & Tarlow, P.C.   1980 - 1991
State Street Bank & Trust Company   June 1972 - February 1980

Education
Boston University School of Law   1980 — 1981
LL.M., Taxation

Suffolk University Law School   1974 — 1978
JD, Cum Laude

Bowdoin College   1967 — 1971
B.A., Economics

Anthony Gerchman Anthony Gerchman Endicott, New York Details
Anthony Gerchman's State Street Bank & Trust Company Experience June 2013 - August 2013
Job Commercial Lines Underwriter at Broome CoOperative Insurance Company
Industry Higher Education
Experience
Broome Co-Operative Insurance Company   June 2015 - Present
ENACTUS, SUNY Oswego   May 2014 - May 2015
ENACTUS, SUNY Oswego   April 2012 - May 2015
AXA Advisors  May 2014 - August 2014
Rogers Service Group Inc   June 2010 - January 2014
State Street Bank & Trust Company   June 2013 - August 2013
Wagner Lumber Company   June 2012 - August 2012
Layden’s Fence & Livestock Service   June 2009 - August 2009
St. Anthony’s of Padua Church   June 2008 - August 2008

Skills
Leadership, Management, Analysis, Marketing, Research, Statistics, Talent Acquisition, Finance, Accounting, Corporate Finance, Microsoft Office, PowerPoint, Microsoft Word

Education
State University of New York College at Oswego   2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General

Siobhan Conlon Siobhan Conlon Greater Boston Area Details
Siobhan Conlon's State Street Bank & Trust Company Experience January 1998 - January 2000
Job Marketing Director at Wellesley Chamber of Commerce
Industry Nonprofit Organization Management
Experience
Wellesley Chamber of Commerce   October 2010 - Present
Attorney  2009 - October 2010
Russell & Associates, LLP   December 2008 - August 2009
McCormick & Maitland   September 2005 - September 2008
United States District  May 2003 - August 2003
State Street Global Advisors  January 2000 - August 2002
State Street Bank & Trust Company   January 1998 - January 2000

Skills
Marketing, Strategic Planning, Management, Marketing Strategy, Social Media

Education
Suffolk University Law School   2002 — 2005
Doctor, Law

Lafayette College   1994 — 1998
Bachelor of Arts, History

Wellesley High School   1990 — 1994

Jim Sickorez Jim Sickorez Greater Boston Area Details
Jim Sickorez's State Street Bank & Trust Company Experience July 1994 - December 1994
Job Principal Owner, College Planning Solutions
Industry Education Management
Experience
College Planning Solutions   July 2003 - Present
Boston South Financial Group   September 2001 - July 2003
Putnam Investments  December 1998 - August 2001
Putnam Investments  December 1995 - December 1998
Trust Consultants Inc   December 1994 - December 1995
State Street Bank & Trust Company   July 1994 - December 1994
AT&T American Transtech  February 1991 - July 1994

Skills
Web Design, Wordpress, Asset Management, PHP, College Education..., Student Financial Aid, FAFSA preparation, CSS Profile preparation, Strategic Financial..., WordPress, Marketing, Asset Managment, Website Development, User Experience, Business Development, Finance, 401k, Retirement, Entrepreneurship, Small Business, Retirement Planning, Mutual Funds, Fixed Annuities, Customer Service, Strategic Planning, Management, Investments

Education
Jacksonville University   1986 — 1991
Bachelor of Science, Marketing

westbridge academy   1982 — 1986
high school, High School Diploma

Michael Kippins Michael Kippins Greater Boston Area Details
Michael Kippins's State Street Bank & Trust Company Experience May 2012 - August 2012
Job Law Clerk to the Hon. Margot Botsford at Massachusetts Supreme Judicial Court
Industry Law Practice
Experience
Massachusetts Supreme Judicial Court  August 2015 - Present
Peabody & Arnold LLP  July 2014 - July 2015
Massachusetts Appeals Court  August 2013 - June 2014
Northeastern University School of Law  March 2013 - May 2013
Looney & Grossman LLP  November 2012 - February 2013
Northeastern University School of Law  August 2011 - December 2012
State Street Bank & Trust Company   May 2012 - August 2012
Magistrate Judge Jennifer C. Boal   November 2011 - February 2012
Gillis & Bikofsky, P.C   June 2011 - August 2011
Sunrise Management and Consulting   June 2009 - August 2009

Skills
Legal Research, Legal Writing, Research, Litigation, Corporate Law, Civil Litigation, Mediation, Westlaw, Courts

Education
Northeastern University School of Law   2010 — 2013
Juris Doctor, Law

Cornell University   2006 — 2010
Bachelor of Arts, Economics

Kaitlyn Costa Kaitlyn Costa Greater Boston Area Details
Kaitlyn Costa's State Street Bank & Trust Company Experience January 2015 - Present
Job Operations associate at State Street Bank & Trust Company
Industry Financial Services
Experience
State Street Bank & Trust Company   January 2015 - Present
Computershare  August 2013 - December 2014
John Hancock Financial Services  December 2012 - August 2013
Addeco/Computershare/MFS   April 2009 - February 2010
Sedgwick CMS  March 2007 - December 2008
ACS/Brother International   April 2004 - March 2007

Skills
Insurance, Leadership, Investments, Customer Satisfaction, Software Documentation, Customer Service, Troubleshooting, Public Relations, 401k, Risk Management, Claim, Claims Management, Financial Services, Business Analysis, Employee Benefits, Underwriting, Process Improvement, Microsoft Excel, Microsoft Office, Health Insurance, Relationship Management, Life Insurance, Access, Fixed Annuities, Series 6, Long-term Care, Retirement, IRAs, Microsoft Word, Analysis, Disability Insurance, Call Centers, Finance, Mutual Funds, Portfolio Management, Wealth, Series 24, FINRA, Financial Planners, Vendor Management, Uniform Combined State..., Reinsurance, Financial Advisory, Series 63, Variable Annuities, Wealth Management, Series 7, Term Life Insurance, Asset Allocation, Pensions

Education
Southwest Community College   2003 — 2006
Public Relations/Image Management

Southwest Tennessee Community College

James Bryant James Bryant Greater Boston Area Details
James Bryant's State Street Bank & Trust Company Experience January 2007 - Present
Job Senior Managing Director at State Street
Industry Financial Services
Experience
State Street Bank & Trust Company   January 2007 - Present
Investors Bank & Trust Company  January 1986 - January 2007
Investors Securities Services LLC   2003 - 2007
Investors Bank & Trust Co  1986 - 2007

Skills
Securities, Hedge Funds, Mutual Funds, Alternative Investments, Financial Services, Securities Lending, Banking, FX Options, Funding, Cash Management, Fixed Income, Settlement, Foreign Exchange, Asset Management, Bloomberg, Equities, Corporate Actions, Fund Administration, ETFs, Fund Accounting, Bonds

Education
Southern New Hampshire University   1980 — 1984
Bachelor of Science, Finance / Economics

Tom Landergan Tom Landergan Greater Boston Area Details
Tom Landergan's State Street Bank & Trust Company Experience 1989 - 1995
Job Senior Client Services Specialist
Industry Financial Services
Experience
State Street Corp.  2008 - 2010
WilmerHale  2006 - 2008
Choate, Hall & Stewart   2002 - 2006
Fleet Private Clients Group  1995 - 2002
State Street Bank & Trust Company   1989 - 1995
Fidelity Investments  1985 - 1988

Education
Suffolk University - Sawyer Business School   1989 — 1992
MBA, Finance

Assumption College   1980 — 1984
BA, English

Lynnfield High School   1977 — 1980

Brian C. Koeller, CFA Brian C. Koeller, CFA Greater Boston Area Details
Brian C. Koeller, CFA's State Street Bank & Trust Company Experience 2005 - 2007
Job CoFounding Partner
Industry Investment Management
Experience
Proxima, LLC   September 2014 - Present
Rosc Global Investments, LLC   September 2013 - August 2014
Pearl Street Capital Group  March 2008 - September 2013
Franconia Ski Club   March 2011 - March 2013
State Street Bank & Trust Company   2005 - 2007
State Street Corporation  2002 - 2005
State Street Global Markets  1997 - 2002
IBEX Capital Markets, LLC   1996 - 1997

Education
Yale School of Management

Bentley College - Elkin B. McCallum Graduate School of Business   1991 — 1994

Assumption College   1981 — 1986
Mathematics

Scott Rimmer Scott Rimmer Sarasota, Florida Area Details
Scott Rimmer's State Street Bank & Trust Company Experience December 1996 - October 2004
Job Associate Advisor at Sperry Van Ness
Industry Commercial Real Estate
Experience
Sperry Van Ness  June 2015 - Present
Economic Development Corporation of Sarasota County  May 2013 - May 2015
Sinclair Business Brokers   May 2012 - May 2013
State Street  September 2008 - May 2012
JPMorgan Chase Bank, N.A.   February 2004 - August 2008
State Street Bank & Trust Company   December 1996 - October 2004
Linotype-Hell, AG   July 1995 - December 1996
Digital Equipment Corporation  October 1974 - July 1995

Skills
Relationship Management, Sales, Marketing, Investment Management, Equities, Fixed Income, Securities, Financial Markets, Asset Managment, Strategic Alliances, Mutual Funds, Financial Services, Investments, Derivatives, Asset Management, Sales Management, Global Custody, Corporate Actions, Securities Lending, Fund Administration, Fund Accounting, Banking, Bloomberg, Business Development, Start-ups, Back Office, Capital Markets, Middle Office, ETFs, Investment Banking, New Business Development, Series 63, Portfolio Management, Business Analysis, Trading Systems, Investment Strategies, FX Options, Bonds, Trading, Leadership, Alternative Investments, Equity Derivatives, Wealth Management, Foreign Exchange, Risk Management, Custodial Services, Surfing, Sailing, Real Estate, RFP Generation

Education
Rochester Institute of Technology
BS, Business Management and Graphics Technology

Ray Bai Ray Bai Gainesville, Florida Details
Ray Bai's State Street Bank & Trust Company Experience June 2007 - August 2010
Job Statistics PhD student at University of Florida. Years of experience in engineering, finance, and academia.
Industry Higher Education
Experience
University of Florida  August 2015 - Present
University of Florida  August 2014 - Present
General Dynamics Advanced Information Systems  June 2012 - July 2014
University of Massachusetts Amherst  September 2010 - May 2012
State Street Bank & Trust Company   June 2007 - August 2010

Skills
Matlab, Statistics, Applied Mathematics, R, Mathematical Modeling, Mathematica, Monte Carlo Simulation, Research, Teaching, Algorithms, Technical Writing, Data Analysis, Scientific Computing, C++, Public Speaking, Statistical Modeling, Python, Machine Learning, C, Probability, Systems Engineering, Linear Algebra, Mathematics, Linux, Requirements Analysis, Signal Processing, Bayesian statistics, Regression Analysis, LaTeX, High Performance..., Parallel Computing

Education
University of Florida   2014 — 2019
Doctor of Philosophy (PhD), Statistics, 3.96/4.0

University of Massachusetts, Amherst   2010 — 2012
MS, Applied Mathematics, 3.91/4.0

Cornell University   2003 — 2007
BA, Government, Economics

Newton South High School   1999 — 2003
Diploma

Kyle Kadlick Kyle Kadlick West Roxbury, Massachusetts Details
Kyle Kadlick's State Street Bank & Trust Company Experience June 2014 - Present
Job Associate 2 USIS CCAG at State Street Bank & Trust Company
Industry
Experience
State Street Bank & Trust Company   June 2014 - Present
Needham Parks & Recreation   May 2010 - August 2014
Macy's  December 2010 - January 2014
Holy Name Parish School   April 2010 - May 2010

Skills
Multi Currency Horizon, Microsoft Excel, Microsoft Office

Education
College of the Holy Cross   2010 — 2014
Bachelor's of the Arts, Economics, 2014

The Roxbury Latin School   2004 — 2010

May Corrigan May Corrigan Greater Boston Area Details
May Corrigan's State Street Bank & Trust Company Experience April 1994 - October 1995
Job
Industry Higher Education
Experience
Harvard Medical School  January 2009 - Present
Harvard Medical School  November 2000 - January 2009
Harvard Medical School  June 1999 - October 2000
Harvard Medical School  October 1995 - June 1999
State Street Bank & Trust Company   April 1994 - October 1995
State Street Bank & Trust Company   June 1993 - March 1994

Skills
Research Administration, Non-profits, Grants, Managerial Finance, Higher Education, Research Compliance, Budgets, Federal Grants..., Grant Writing, Grant Administration, Research, Data Analysis, Financial Analysis, Program Development, Policy, Analysis, Finance, Administration, Policy Analysis, Financial Reporting, Proposal Writing, Project Planning, PeopleSoft, Nonprofits

Education
Boston College   1989 — 1993
BS

Cara McCarthy Hutchins Cara McCarthy Hutchins Greater Boston Area Details
Cara McCarthy Hutchins's State Street Bank & Trust Company Experience June 1993 - April 1996
Job Founder, Communications, Ink
Industry Marketing and Advertising
Experience
Communications, Ink  June 1996 - Present
State Street Bank & Trust Company   June 1993 - April 1996
Presidio Oil Company   January 1990 - July 1992
Salomon Brothers  September 1988 - January 1990
Mark Boyar & Company   June 1987 - September 1988

Skills
Brand Development, Marketing Communications, Inbound Marketing, Social Media, SEO, Copywriting, SEO copywriting, Marketing Strategy, Market Research, Direct Marketing, Marketing Research, Email Marketing, Email Design, Brand Communication, Personal Branding, Corporate Branding, Social Media Marketing, Press Releases, Strategic Communications, Integrated Marketing, Marketing, Graphic Design, Newsletters, Brand Management, Strategy, Website Development, Internal Communications, Start-ups, Digital Strategy, Online Marketing, Strategic Planning, Digital Marketing, Online Advertising, Web Design, Web Analytics, Lead Generation, Mobile Marketing, InDesign, B2B Marketing, Web Content, Strategic Partnerships, Content Strategy, Brochures, SEM, Creative Direction, Interactive Marketing, Management, Advertising, Sales, Public Relations

Education
Babson College - Franklin W. Olin Graduate School of Business   1991 — 1993
MBA, International Marketing

Vassar College   1983 — 1987
AB, International Relations

Dwight Englewood   1977 — 1983
High School

Kramer Katelyn Kramer Katelyn United States Details
Kramer Katelyn's State Street Bank & Trust Company Experience 2005 - 2008
Job HMSS Team Leader Operations Support Resources
Industry Hospitality
Experience
Marriott International  July 2015 - Present
Marriott International  January 2013 - July 2015
Marriott International  July 2011 - December 2012
Marriott International  February 2008 - June 2011
State Street Bank & Trust Company   2005 - 2008

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Organization Skills, Project Management, Project Planning, Event Management, Hotel Management, Corporate Communications, Corporate Finance, Fund Accounting

Education
Providence College   2001 — 2005
Bachelor's Degree, Finance, General

Emily Bausemer Emily Bausemer Greater Boston Area Details
Emily Bausemer's State Street Bank & Trust Company Experience April 2013 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street Bank & Trust Company   April 2013 - Present
State Street Bank & Trust Company   November 2010 - April 2013
State Street Bank & Trust Company   November 2008 - November 2010
State Street Bank & Trust Company   August 2004 - November 2008

Skills
Financial Services, Mutual Funds, CRM, Process Improvement, Equities, Analysis, Fund Accounting, Fixed Income, Investments, Bloomberg, Financial Analysis, Microsoft Excel, Risk Management, Portfolio Management

Education
Providence College   2000 — 2004
B.S, Finance

Providence College
B.S, Finance

Ursuline Academy, High School

Diana Chiola Diana Chiola Greater Boston Area Details
Diana Chiola's State Street Bank & Trust Company Experience March 1999 - March 2007
Job Retail Executive at Parlux Fragrances LLC/LTD.
Industry Retail
Experience
Parlux Fragrances LLC/LTD.   August 2015 - Present
Bloomingdale's  December 2014 - Present
Nestlé Nespresso  July 2013 - November 2014
Clarins USA  May 2012 - February 2013
L'Oreal fragrances   November 2009 - 2012
Ricoh Business Solutions  August 2011 - October 2011
Jenny Craig Weight Loss Center   May 2007 - April 2010
State Street Bank & Trust Company   March 1999 - March 2007

Skills
Coordination, Managing High..., Persuasion, Management of Financial..., Learning Strategies, Social Perceptiveness, Complex Problem Solving, Judgment and Decision..., Fluency of Ideas, Selling, Problem Solving, Judgment, New Business Development, High Performance Teams, Microsoft Excel, Retail, Leadership, Customer Service, P&L Accountability, Sales, Management, Merchandising, Sales Management, Account Management, Marketing, Training, Coaching, Sales Operations, Event Management, Public Speaking, B2B, Project Planning, Advertising, Market Research, Social Networking, IT Financial Management, Recruiting, Online Marketing, Marketing Strategy, Social Media Marketing, Human Resources, Store Management, Online Advertising, Email Marketing, Direct Sales, Team Leadership, Brand Development, Due Diligence, Time Management, Business Development

Education
Academy of Art University   2012 — 2014
Master of Fine Arts (MFA), Fashion Merchandising

Northeastern University
Bachelor of Science (B.S.), Public Affairs

The George Washington University
American Literature

Evan Hasson Evan Hasson Allston, Massachusetts Details
Evan Hasson's State Street Bank & Trust Company Experience March 2013 - June 2015
Job Analyst at Chaston Associates, Inc.
Industry Financial Services
Experience
Chaston Associates, Inc.   July 2015 - Present
State Street Bank & Trust Company   March 2013 - June 2015
SHasson, LLC   July 2012 - January 2013
NFL Films  May 2010 - August 2010
WTBU  September 2009 - December 2009
More 4 Less   June 2009 - August 2009

Skills
Bloomberg Terminal, Fund Accounting, Bank Loan Processing, Financial Analysis, Microsoft Excel, Market Research, Microsoft Word, PowerPoint, Facebook, Social Media, Video Editing, Avid Media Composer, Social Networking, Recording, Event Planning, Creative Writing, Broadcast, Radio, Video Production, Avid, Event Management, Sound, Marketing

Education
Boston University - School of Management   2008 — 2012
Bachelor of Science and Business Administration, Finance and Marketing

Boston University - School of Management   2008 — 2012

Deborah (Bennett) McCarthy Deborah (Bennett) McCarthy Greater Boston Area Details
Deborah (Bennett) McCarthy's State Street Bank & Trust Company Experience 2010 - 2012
Job Portfolio Associate at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management  June 2015 - Present
State Street Bank & Trust Company   2010 - 2012
State Street Bank & Trust Company   2008 - 2010
State Street Bank & Trust Company   2007 - 2008
Investors Bank & Trust (now State Street)   2003 - 2007
Independence Investments LLC   2000 - 2003
PanAgora Asset Management  1988 - 2000

Skills
Strategic Planning, Process Improvement, Team Building, Business Analysis, Cross-functional Team..., Risk Management, Superior Client Service, Operations Management, Increasing Operational..., Leadership, Coaching Staff, Development Of Employees, Oral & Written..., Organization &..., Resume Writing, Compliance, Manage Client..., Project Management, Investments, Outsourcing, Relationship Management, Mutual Funds, Management, Leadership Development, Career Counseling, Securities, Training, Financial Risk, Corporate Actions, Equities, Banking, Financial Services, Client Services, CRM, Communication

Education
Bridgewater State University
Bachelor of Arts (BA)

Holly Althof Holly Althof Waterloo, Iowa Area Details
Holly Althof's State Street Bank & Trust Company Experience May 2014 - October 2014
Job Insurance Account Specialist at Farm Credit Services of America
Industry Financial Services
Experience
Farm Credit Services of America  July 2015 - Present
Farm Credit Services of America  December 2014 - July 2015
State Street Bank & Trust Company   May 2014 - October 2014
Northwestern Mutual  June 2010 - April 2014
SHAZAM Network - ITS, Inc.   August 2008 - March 2009
Veridian Credit Union  September 2006 - August 2008

Skills
Employee Benefits, Financial Analysis, Marketing, Time Management, Retirement, Investments, Leadership, Social Networking, Life Insurance

Education
University of Northern Iowa

Upper Iowa University
Bachelor's degree, Psychology

AnnMarie Zilinsky AnnMarie Zilinsky Boston, Massachusetts Details
AnnMarie Zilinsky's State Street Bank & Trust Company Experience June 2011 - June 2012
Job Lottery Sales Agent and Customer Service Associate at The Hub Discount, Inc.
Industry Consumer Goods
Experience
The Hub Discount, Inc.   October 2014 - Present
Market Basket Grocery Chain   November 2013 - May 2014
State Street Bank & Trust Company   June 2011 - June 2012
Pioneer Investments  August 2010 - December 2010
Fidelity Investments  1994 - 2008
Boston Coach  1992 - 1996
TransWorld Airlines  1990 - 1995
Neiman Marcus  1986 - 1988

Skills
Fixed Income, Visio, SharePoint, Investments, Access, Mutual Funds, Portfolio Management, Process Improvement, Financial Services, Customer Service, Equities, Business Analysis, Financial Analysis, Securities, Research, Sales

Education
New Horizons Boston   2008 — 2010
Computer Science Courses

Suffolk University
BSBA, Business

Peter Newman Peter Newman Greater Boston Area Details
Peter Newman's State Street Bank & Trust Company Experience November 1989 - November 1990
Job Senior Software Engineer at Taxware
Industry Financial Services
Experience
Taxware  June 2014 - Present
Taxware  January 2014 - June 2014
Independent HP NonStop/Tandem Consultant   April 2010 - June 2012
Bank of America  June 2007 - March 2009
J. P. Morgan Invest, Inc. formerly known as Brown & Company Securities Corporation   January 1995 - February 2007
Harte-Hanks Data Technologies  July 1991 - June 1994
State Street Bank & Trust Company   November 1989 - November 1990
Fidelity Investments  October 1988 - September 1989

Skills
COBOL, SCOBOL, SQL, TACL, Enform, FUP, FTP, SCUP, Pathcom, CICS, Assembler, Unix, JCL, Syncsort, Business Objects, Access, Microsoft Excel, HP NonStop, IBM Mainframe, Brokerage, Stocks, Options, Bonds, Mutual Funds, MIS, Margin, Compliance, KYC, FinCEN, SIS, PHASE3, Class Actions, Direct Mail, Credit Cards, Capital Markets, Foreign Exchange, Problem Solving, Production Support, SDLC, Software Development, AML, Requirements Analysis, Trading Systems, Trading, Visual Basic, Equities, Securities, Banking, Requirements Gathering, Electronic Trading

Education
Harvard University   1990 — 1994
C.S.S., Administration & Management

Boston University   1991 — 1991
Focused Programmer Develpoment Process

Bentley University   1983 — 1987
B.S., Computer Information Systems

Emily Kearney Emily Kearney Oskaloosa, Kansas Details
Emily Kearney's State Street Bank & Trust Company Experience February 2014 - Present
Job Client Operations, Account Manager
Industry Financial Services
Experience
State Street Bank & Trust Company   February 2014 - Present
State Street Bank & Trust Company   February 2013 - February 2014
State Street Bank & Trust Company   March 2012 - February 2013
State Street Bank & Trust Company   January 2011 - March 2012

Skills
Bloomberg, Fixed Income, Derivatives, Mutual Funds, Accounting, Microsoft Excel, Bloomberg Terminal, Fund Accounting

Education
University of Missouri-Kansas City   2013 — 2015
Master of Science (MS), Finance, General

University of Missouri-Kansas City   2009 — 2011
Bachelor of Business Administration (BBA), Finance, General

William Woods University   2007 — 2009
Bachelor's Degree, Economics and Finance

Nicholas Blanchette Nicholas Blanchette Greater Boston Area Details
Nicholas Blanchette's State Street Bank & Trust Company Experience June 2007 - August 2007
Job Staff Accountant at Eastern Research Group, Inc.
Industry Accounting
Experience
Eastern Research Group, Inc.   May 2013 - Present
Percussion Software  June 2012 - October 2012
NetCracker  May 2012 - June 2012
InfraReDx  December 2010 - March 2012
InfraReDx  October 2009 - March 2012
Reed Business Information  May 2009 - October 2009
Lionbridge Technologies, Inc.   August 2008 - March 2009
JPMorgan Chase  July 2008 - August 2008
University of Massachusetts Lowell  2006 - 2008
STATE STREET BANK & TRUST COMPANY   June 2007 - August 2007

Skills
General Ledger..., Journal Entries, Reconciliations, Accounts..., Month and Year End..., Corporate..., Fixed Assets, Prepaids and Accruals, Travel Expense..., Audit Prep/Support, Cash Management, General Ledger, Auditing, Account Reconciliation, Accounts Payable, Accounts Receivable, Accounting, Finance, QuickBooks, Management, ADP Payroll, PeopleSoft, Variance Analysis, Analysis, Financial Statements, Payroll, Great Plains Software

Education
University of Massachusetts Lowell   2005 — 2008
Bachelor of Science, Business Administration, Finance

Middlesex Community College   2001 — 2004
Associate of Science, Liberal Science

Grey Bowden Grey Bowden Portsmouth, New Hampshire Details
Grey Bowden's State Street Bank & Trust Company Experience January 1987 - January 1989
Job Vice President / Senior Credit Officer at Optima Bank & Trust
Industry Banking
Experience
Optima Bank & Trust  September 2011 - Present
RMPI Consulting LLC   April 2011 - September 2011
RMA - New England Chapter   August 2006 - August 2011
GB Advisors Group   December 2010 - March 2011
Boston Private Bank  May 1998 - June 2010
BANKBOSTON, N.A., Boston, MA   1996 - 1998
BAYBANK, N.A., Burlington, MA   1989 - 1996
STATE STREET BANK & TRUST COMPANY   January 1987 - January 1989

Skills
Credit Risk, Credit Analysis, Loan Structuring, Credit, Executive Management, Policy, Analysis, Credit Administration, Portfolio Management, Loans, Banking, Risk Management, Commercial Lending, Underwriting, Financial Analysis, Compliance, Real Estate, Risk, Due Diligence, Commercial Banking, Workout, Microsoft Office, Debt, Restructuring, Private Banking, Commercial Credit, Financial Modeling, Small Business Lending, Asset Based Lending, Customer Relations, Real Estate Finance, Middle Market, Commercial Mortgages, Mortgage Lending, Structuring, Construction Loans, Problem Solving, Financial Risk, Finance, Investments, Real Estate Economics, Commercial Real Estate, Consumer Lending, Lines Of Credit, Cash Flow, Retail Banking, Loan Origination, Financial Institutions, Asset Management, Real Estate Financing

Education
University of New Hampshire - Whittemore School of Business and Economics   1980 — 1986
Major -BA - Economics; Minor - Business Administration, Economics

Kency Theork Kency Theork United States Details
Kency Theork's State Street Bank & Trust Company Experience September 2006 - December 2014
Job Team Leader Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  January 2015 - Present
State Street Bank & Trust Company   September 2006 - December 2014
Eastern Bank  July 2004 - September 2006

Skills
Auditing, Management, Financial Reporting, Customer Service, Corporate Finance, Financial Analysis, Risk Management, Asset Management, Valuation, Financial Modeling, Business Development, Alternative Investments

Education
Boston University Graduate School of Management   2011 — 2014
MBA, Finance, General

Bowdoin College   2000 — 2004
Bachelor of Arts, Economics

Catherine Flewelling Catherine Flewelling Greater Boston Area Details
Catherine Flewelling's State Street Bank & Trust Company Experience January 1992 - January 2010
Job Business Professional
Industry Banking
Experience
State Street Bank & Trust Company   January 1992 - January 2010

Skills
Banking, Customer Service, Management, Leadership, Nonprofits, Microsoft Office, Strategic Planning, Microsoft Word, Public Speaking, Training, Research, Fundraising, Writing and Editing

Education
University of Massachusetts, Amherst   1980 — 1984
Bachelor's degree, Psychology

Jessica Cheung Chu Jessica Cheung Chu Greater Boston Area Details
Jessica Cheung Chu's State Street Bank & Trust Company Experience February 2001 - August 2011
Job Senior Analyst at Ryan
Industry Financial Services
Experience
Thomson Reuters  April 2012 - December 2012
State Street Bank & Trust Company   February 2001 - August 2011
State Street Bank  August 2000 - February 2001
Perot Systems (Harvard Pilgrim Health Care)   January 1999 - August 2000

Skills
Word, Excel, Access, PowerPoint, Microsoft Office, Cantonese, Outlook, Data Entry, Microsoft Excel, Microsoft Word, Analysis, Databases, Valuation, Accounts Payable, Visio, Management

Education
UMass Boston   1998 — 2002
Bachelor of Arts (B.A.), Economics

University of Massachusetts Boston   1998 — 2002
Bachelor of Arts, Economics

Gordon Baird Gordon Baird New York, New York Details
Gordon Baird's State Street Bank & Trust Company Experience 1991 - 1996
Job Chief Executive Officer at Independence Bancshares, Inc
Industry Financial Services
Experience
Independence Bancshares, Inc   December 2012 - Present
Thomas H. Lee Partners  January 2011 - December 2012
Paramax Capital Partners   October 2003 - January 2011
Citigroup Global Markets, Inc  March 2001 - August 2003
IBEX Capital Markets   July 1996 - March 2001
State Street Bank & Trust Company   1991 - 1996
John Hancock Real Estate Finance   August 1990 - 1991

Skills
Capital Markets, Private Equity, Portfolio Management, Banking, Investments, Valuation, Alternative Investments, Corporate Finance, Credit, Bank Mergers, Fixed Income, Bonds, Financial Modeling, Equities, Asset Managment, Mobile Payments, Payments, Telecommunications, Software, Auditing, Regulatory Affairs, Regulations, FASB, Board Governance, Compliance, Commercial Lending, Consumer Lending, Chartered Financial..., Treasury Management, Bankcard, Credit Cards, POS, Capital Structure, Real Estate Financing, Mortgage Lending, Loan Servicing, Special Servicing, Infrastructure, Mobile Banking, International Banking..., Platform Architecture, SOA, Payment Card Processing, iPhone Application..., Blackberry applications, Android Development, Mule ESB, eCommunications, Payment Systems, Payment Gateways

Education
Emory University   1986 — 1990
Bachelor's degree, Economics & Art History

Middlesex School   1982 — 1986

O'Rourke, Keith O'Rourke, Keith Greater Boston Area Details
O'Rourke, Keith's State Street Bank & Trust Company Experience 1990 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street  January 1990 - Present
State Street Bank & Trust Company   1990 - Present

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

Education
University of Massachusetts Dartmouth   1986 — 1990

Bob Ward Bob Ward Greater Boston Area Details
Bob Ward's State Street Bank & Trust Company Experience 1994 - 1998
Job CEO and Founder, RS Advisory.
Industry Financial Services
Experience
RS Advisory LLC   September 2013 - Present
Merriman Capital, Inc.   November 2013 - Present
Envestnet Retirement Solutions LLC   August 2013 - Present
FinaConnect Inc   October 2012 - Present
Distribution Networks   November 2012 - September 2013
SunGard Wealth Management  2008 - October 2012
SunGard Transaction Network  2004 - 2008
SunGard Transaction Network  2001 - 2004
SunGard Transaction Network  1998 - 2001
State Street Bank & Trust Company   1994 - 1998

Skills
Financial Services, Trading Systems, Derivatives, Capital Markets, Equities, Hedge Funds, Trading, Business Analysis, Securities, Wealth Management, Banking, Strategy, Investments, Risk Management, Investment Banking, Fixed Income, Portfolio Management, Options, Due Diligence, Back Office, Asset Management, Alternative Investments, New Business Development, Electronic Trading, Relationship Management, Market Data, Financial Markets, Investment Strategies, FX Options, Financial Risk, Private Equity, Mutual Funds, Mergers & Acquisitions, Equity Trading, Commodity, Series 7, Financial Technology

Education
Bentley University   1997 — 1998
MBA, International Business

Colby College   1989 — 1993

Jayashree Moogala Jayashree Moogala Greater Boston Area Details
Jayashree Moogala's State Street Bank & Trust Company Experience June 2001 - November 2001
Job Principal Software Engineer at Perceptive Informatics (Subsidiary of PAREXEL International Corporation)
Industry Computer Software
Experience
Perceptive Informatics (Subsidiary of PAREXEL International Corporation)   March 2013 - Present
Perceptive Informatics (Subsidiary of PAREXEL International Corporation)   February 2008 - February 2013
OpenPages, Inc.   2005 - 2007
Upromise Investments  2004 - 2005
Talent IT Services   May 2003 - April 2004
State Street Bank & Trust Company   June 2001 - November 2001
Entigo  December 1999 - February 2001
Highmark Life and Casualty Group (BCBS)   September 1997 - November 1999
GALT Technologies  October 1996 - August 1997
Xpert Computers   November 1993 - December 1994

Skills
Agile Methodologies, XML, SQL, Java, SDLC, Software Development

Education
University of Mumbai
Bachelor of Engineering (B.E.), Computer Science

Greg DeFronzo Greg DeFronzo Greater Boston Area Details
Greg DeFronzo's State Street Bank & Trust Company Experience 1985 - 1987
Job Executive Director ITS ...Adjunct Instructor IS223, SM395 & IS498 at Boston University Questrom School of Business
Industry Higher Education
Experience
Boston University Questrom School of Business  October 2014 - Present
Boston University  July 2007 - November 2014
MWRA  January 1989 - July 2007
KPMG/Nolan Norton   1987 - 1989
State Street Bank & Trust Company   1985 - 1987

Skills
Microsoft Office, Data Analysis, Higher Education, Teaching, Wordpress, Strategic IT Management, ERP Software, Consulting, Environmental..., Mentoring, Business Systems..., Access, Program Management, Leadership, Analysis, Data Center, WordPress, E-Learning, Databases, Research, Training, Staff Development, Strategy, Microsoft Word, SPSS, PowerPoint, ERP, Microsoft Excel, Technical Writing, Public Speaking, Management, Facebook, Statistics, Strategic Planning, Event Planning, Social Networking, Mac OS X, Student Affairs

Education
Suffolk University - Sawyer Business School
MPA

Suffolk University - Sawyer Business School
Grad Certific, Computer Information systems

Westfield State University
BSE, EL Ed/Spec Ed

Ken Nadler Ken Nadler Tampa/St. Petersburg, Florida Area Details
Ken Nadler's State Street Bank & Trust Company Experience 1987 - 1989
Job Retired
Industry Banking
Experience
Retired  May 2011 - Present
Fifth Third Bank  2005 - May 2011
Sterling National Bank  2002 - 2005
Fleet National Bank/Fleet Boston   1998 - 2002
Citibank, N.A.   1989 - 1998
State Street Bank & Trust Company   1987 - 1989
First National Bank of Boston  1969 - 1986

Skills
Credit, Commercial Banking, Trade Finance, Commercial Lending, Treasury Management, Asset Based Lending, Cash Management, Financial Risk, Letters of Credit, Middle Market, Finance, Small Business Lending, Factoring, Relationship Management, Lines Of Credit, Financial Institutions, Treasury Services, Banking, Loans, Project Finance, Business Development, Emerging Markets, Private Equity, Financial Structuring, Trading, Financial Services, Loan Origination

Education
Northeastern University   1968 — 1971
MBA, Business

University of Southern California - Marshall School of Business   1964 — 1968
BS, Finance

Tabor Academy   1960 — 1964

Ronald J. Judkins Ronald J. Judkins Greater Boston Area Details
Ronald J. Judkins's State Street Bank & Trust Company Experience 1990 - 1996
Job AVPInvestment ComplianceDeutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management  November 2004 - Present
Manulife Financial  October 1998 - November 2004
JP Morgan Chase  August 1996 - August 1998
State Street Bank & Trust Company   1990 - 1996

Skills
Compliance Testing, Process Engineering, Management, Fund Administration, Mutual Funds, Fund Accounting, Financial Services, Alternative Investments, Asset Management, Bloomberg, Derivatives, Due Diligence, Equities, Fixed Income, Fund Of Funds, Hedge Funds, Investment Management, Investments, Securities

Education
University of Rhode Island   1982 — 1986
BS, Phys Ed - Health & Fitness

Lexington High School   1977 — 1980
High School, College Prep

Christos Zikos Christos Zikos Greater Boston Area Details
Christos Zikos's State Street Bank & Trust Company Experience January 2007 - February 2009
Job Director of Oversight in GDS
Industry Banking
Experience
John Hancock Investments  September 2014 - Present
State Street Bank & Trust Company   January 2007 - February 2009

Education
College of the Holy Cross   1979 — 1983

Christopher Kulas Christopher Kulas Greater Omaha Area Details
Christopher Kulas's State Street Bank & Trust Company Experience January 1989 - October 1994
Job Principal at 22'nd Century Consulting
Industry Financial Services
Experience
22'nd Century Consulting   January 2003 - Present
22'nd Century Consulting   January 2003 - Present
Prudential Securities  June 2001 - June 2002
Bank One, Capital Markets Group   November 1994 - December 1998
State Street Bank & Trust Company   January 1989 - October 1994
First Interstate Bank  January 1987 - January 1989
Valuation Research Corporation  January 1986 - January 1987
Union Bank of California  January 1982 - January 1986

Education
California State University-Northridge
B.S, Business Administration & Marketing

Dante Amatucci Dante Amatucci Greater Boston Area Details
Dante Amatucci's State Street Bank & Trust Company Experience November 1987 - December 1988
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley  2008 - Present
Investors Bank & Trust / State Street Global Markets   August 2002 - January 2008
MetLife / NEF   January 2000 - April 2002
Scudder Financial Services Inc.   October 1996 - January 2000
New England Securities  September 1990 - October 1996
Shaerson Lehman Bros.   March 1989 - July 1990
State Street Bank & Trust Company   November 1987 - December 1988

Education
Suffolk University   1984 — 1987

Dale Haver Dale Haver Greater Los Angeles Area Details
Dale Haver's State Street Bank & Trust Company Experience 2003 - Present
Job Head of West Coast FX Sales at State Street Global Markets
Industry Investment Management
Experience
State Street  March 2015 - Present
State Street Global Markets  October 2010 - Present
State Street Global Markets  2003 - Present
State Street Bank & Trust Company   2003 - Present
State Street Bank  2003 - Present
State Street  February 2006 - September 2010
SunTrust Bank  2000 - 2003
JPMorgan Chase  1995 - 2000

Skills
Fixed Income, Currency, Hedge Funds, Foreign Exchange, Investments, FX Options, Asset Management, Bloomberg, Derivatives, Capital Markets, Trading, Equities, Financial Markets, Options, Electronic Trading

Education
Emory University - Goizueta Business School   2001 — 2004
MBA

Duke University   1988 — 1992

Mark Tummino Mark Tummino Greater Boston Area Details
Mark Tummino's State Street Bank & Trust Company Experience March 1996 - June 1998
Job TD Ameritrade / Client Service Specialist
Industry Financial Services
Experience
TD Ameritrade  January 2014 - Present
Santander Bank, N.A.   April 2012 - September 2013
Merrill Lynch  July 2011 - October 2011
Fidelity Investments  July 2008 - September 2010
Fidelity Investments  March 2007 - July 2008
Fidelity Investments  April 2005 - March 2007
Fidelity Investments  November 2004 - April 2005
Fidelity Investments  July 2000 - November 2004
Fidelity Investments  July 1998 - July 2000
State Street Bank & Trust Company   March 1996 - June 1998

Skills
Retirement Planning, Series 7, 401k, Retirement, Mutual Funds, Wealth Management, IRAs, Series 63, Asset Allocation, Series 6, Strategic Financial..., Financial Advisory, Uniform Combined State..., Portfolio Management, Financial Services, Investments, Investment Strategies, Equities

Education
Merrimack College   2002 — 2002
Certificate in Advanced Study, Financial Planning

Wentworth Institute of Technology   1985 — 1990
Bachelor of Science Degree, Technical Management

Francoise Muller-Hult Francoise Muller-Hult Quincy, Massachusetts Details
Francoise Muller-Hult's State Street Bank & Trust Company Experience 2010 - Present
Job Finance Specialist, VP at State Street
Industry Investment Management
Experience
State Street  August 2014 - Present
State Street Bank and Trust Company  February 2010 - Present
State Street Bank & Trust Company   2010 - Present
State Street  1994 - 2010

Education
University of Massachusetts Boston   1986 — 1990
BS, Management

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

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

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

Quincy University   1994 — 1997
Bachelor Science, Business Marketing

Carol A. Picerno Carol A. Picerno Lake Stevens, Washington Details
Carol A. Picerno's State Street Bank & Trust Company Experience May 1998 - May 2000
Job Office Manager at John L. Scott Woodinville
Industry Real Estate
Experience
John L. Scott Woodinville   May 2014 - Present
Bray Realty   March 2011 - May 2014
Mancini & Co   January 2009 - May 2010
MetLife Auto & Home  May 2000 - January 2008
State Street Bank & Trust Company   May 1998 - May 2000
MetLife Auto & Home  March 1997 - May 1998

Skills
Process Improvement, Access, Customer Service, Outlook, Microsoft Excel, Financial Analysis, Business Analysis, Team Building, Customer Satisfaction, Program Management

Education
University of Phoenix   2009 — 2011
Bachelors, Finance

University of Phoenix   2006 — 2009
Associates of Arts, Business

Ocean State Business Institute   1990 — 1991
Diploma, Information Processing

Bobbe White Bobbe White Greater St. Louis Area Details
Bobbe White's State Street Bank & Trust Company Experience June 1980 - Present
Job President at Try Laughter! Inc.
Industry Health, Wellness and Fitness
Experience
Try Laughter! Inc.   2000 - Present
State Street Bank & Trust Company   June 1980 - Present

Education
Illinois State University   1975 — 1977
BS, Adm of Parks & Recreation

Jeff Noonan, CFA, Esq. Jeff Noonan, CFA, Esq. Greater Boston Area Details
Jeff Noonan, CFA, Esq.'s State Street Bank & Trust Company Experience 1998 - 2003
Job Commercial Real Estate (CRE) Portfolio Manager at Citizens Commercial Banking
Industry Financial Services
Experience
Citizens Commercial Banking  May 2015 - Present
MFS Investment Management  June 2006 - April 2015
MFS Investment Management  2003 - 2006
State Street Bank & Trust Company   1998 - 2003
Chase Global Funds Services Co.   1997 - 1998

Skills
Equities, Finance

Education
Massachusetts School of Law   1992 — 1995
JD, Law

University of Iowa   1988 — 1992
BBA, Finance

Bob Neuss Bob Neuss Greater Boston Area Details
Bob Neuss's State Street Bank & Trust Company Experience January 2015 - Present
Job AVP Compliance Manager
Industry Financial Services
Experience
State Street Bank & Trust Company   January 2015 - Present
State Street  January 2014 - Present
State Street Bank  April 2008 - January 2013
State Street Bank  April 2004 - April 2008
State Street Bank  April 1999 - April 2004
Fleet Bank  April 1997 - April 1999

Skills
Audit, AML, Compliance, OFAC, Risk Assessment, Internal Controls, Microsoft Office, Auditing, Hedge Funds, Internal Audit, Financial Risk, Asset Management, Securities, Investments, Operational Risk..., Operational Risk, Financial Services, Portfolio Management, Risk Management, Anti Money Laundering

Education
Salem State University   1984 — 1988
B.S, Criminal Justice

Embry-Riddle Aeronautical University   1982 — 1983
Aeronautical Science

Marblehead High School   1980 — 1982

Tower   1971 — 1979

Rita Pasqualone Rita Pasqualone Greater Boston Area Details
Rita Pasqualone's State Street Bank & Trust Company Experience January 1996 - October 1998
Job Senior Technical Implementation Consultant, Global Treasury Product Implementation at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank  March 2015 - Present
Silicon Valley Bank  February 2004 - February 2015
Silicon Valley Bank  December 1999 - February 2004
State Street Bank & Trust Company   January 1996 - October 1998
State Street Bank & Trust Company   September 1992 - December 1995
State Street Bank & Trust Company   January 1990 - August 1992

Skills
Credit Analysis, Financial Analysis, Venture Capital, Management, Portfolio Management, Commercial Banking, Banking, Financial Modeling, Credit, Relationship Management, Financial Services, Global Cash Management, Treasury Services

Education
Boston College   1995 — 1999
Bachelor degree, Business Administration

Irving Bornstein Irving Bornstein Greater Boston Area Details
Irving Bornstein's State Street Bank & Trust Company Experience May 1983 - March 2000
Job Software Consultant
Industry Information Technology and Services
Experience
Wipro  March 2012 - March 2014
State Street Global Corporation   March 2000 - March 2012
State Street Bank & Trust Company   May 1983 - March 2000

Skills
Investment Banking, Project Management, IT Management, Custromer Service, Technical Analysis, Technical Support, Computer Networking, Training & Development, Disaster Recovery, Microsoft SQL Server, Oracle, Solaris, Unix, SDLC

Education
Massasoit Community College
Associate of Science (A.S.), Computer Technology

Chris Burgess Chris Burgess Bentonville, Arkansas Details
Chris Burgess's State Street Bank & Trust Company Experience August 2006 - January 2012
Job Global AML Officer & Senior Director Financial Services Compliance at Walmart Stores Inc
Industry Financial Services
Experience
Walmart Stores Inc  October 2014 - Present
Wal-Mart  January 2014 - October 2014
Bank of tthe West   January 2012 - January 2014
State Street Bank & Trust Company   August 2006 - January 2012
Rockland Trust Company  July 2002 - August 2006
State Street  November 1998 - July 2002
Bank One  December 1991 - November 1998

Skills
Regulations, Training, Securities, Bank Secrecy Act, Operations Management, Business Analysis, Banking, Risk Management, AML, OFAC, Loans, Financial Services, Sanction, Management, USA PATRIOT Act, Operational Risk, KYC, Operational Risk..., Mutual Funds, FINRA, Financial Risk, Anti Money Laundering, Financial Institutions

Education
Muskingum College   1983 — 1986
BA, Economics and Political Science

Maria English Maria English Quincy, Massachusetts Details
Maria English's State Street Bank & Trust Company Experience July 2005 - August 2007
Job Team Lead Tax Operations Analyst
Industry Financial Services
Experience
State Street  April 2014 - Present
State Street Bank  August 2007 - Present
State Street Bank & Trust Company   July 2005 - August 2007
Computershare  March 2000 - June 2005

Skills
Financial Services, Financial Analysis, Financial Reporting, Banking, Risk Management, SDLC, Account Reconciliation, Customer Service, Team Leadership, Cross Functional Team..., Leadership Development, Operations Management, Organizational..., Client Relations, Change Management, Cross-functional Team..., Operational Risk, Finance, Microsoft Excel

Education
Bridgewater State College   2000 — 2005
Business, Operations Management

Norton High School   1996 — 2000

Kasia Zdzitowiecka Kasia Zdzitowiecka Greater Boston Area Details
Kasia Zdzitowiecka's State Street Bank & Trust Company Experience April 2008 - February 2009
Job Associate, Asset Management Recruiting at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments  December 2010 - Present
Oco, Inc.   August 2010 - September 2010
State Street Bank & Trust Company   April 2008 - February 2009

Skills
Recruiting, Human Resources, Asset Management, Securities, Business Intelligence, Investments, Business Analysis, Financial Modeling, Management, Financial Analysis

Education
Northeastern University   2009 — 2010
Masters, Leadership/Human Resources

Northeastern University   2005 — 2008
Bachelor, Business Administration & Management

Ronald F. Gayton Ronald F. Gayton Providence, Rhode Island Area Details
Ronald F. Gayton's State Street Bank & Trust Company Experience 2009 - April 2013
Job State Street Bank Global Services Relationship Management
Industry Financial Services
Experience
Relationship Management   2007 - 2014
State Street Bank & Trust Company   2009 - April 2013
State Street Bank & Trust Company   2007 - 2009
Investors Bank & Trust Company  2003 - 2007
Investors Bank & Trust Company  2001 - 2003
Investors Bank & Trust Company  1997 - 2001
State Street Bank & Trust Company   1991 - 1997

Skills
Securities, Wealth Management, Relationship Management, Banking, Trading, Financial Analysis, Business Analysis, Fixed Income, Financial Services, Process Improvement, Outsourcing

Education
Fitchburg State College
Bachelor of Science (B.S.), Economics

Scott Fagan Scott Fagan Greater Boston Area Details
Scott Fagan's State Street Bank & Trust Company Experience December 2014 - August 2015
Job Global Treasury Operations at State Street Bank & Trust Company
Industry Financial Services
Experience
State Street Bank & Trust Company   December 2014 - August 2015
National Quality Review  January 2011 - October 2014
State Street Bank  December 1999 - February 2009
state street  1999 - 2009

Skills
Mutual Funds

Education
Bryant University   1982 — 1986

Framingham State University
BA, Economics

Earl Dennison Earl Dennison Greater Boston Area Details
Earl Dennison's State Street Bank & Trust Company Experience July 1993 - January 2003
Job Vice President at U.S. Bank
Industry Banking
Experience
U.S. Bank   Account ManagerUS Bank2003 - Present
State Street Bank & Trust Company   July 1993 - January 2003
Corestates Bank  January 1986 - July 1993

Education
University of Miami - School of Business   1965 — 1974
BBA - Accounting, Accounting

Catherine Noyes Catherine Noyes Greater Boston Area Details
Catherine Noyes's State Street Bank & Trust Company Experience 1984 - 1995
Job
Industry Financial Services
Experience
Computershare  November 2013 - September 2014
Saint Albert the Great Parish   February 2012 - November 2013
Commonwealth of Massachusetts  February 2009 - July 2009
New York Life Retirement Plan Services  March 2008 - September 2008
Boston Financial Data Services, Inc.   April 2002 - November 2007
Trustar Retirement Services  January 1996 - April 2002
State Street Bank & Trust Company   1984 - 1995

Skills
Business Analysis, Employee Benefits, Mutual Funds, Financial Services, 401k, Retirement, SDLC, CRM, Finance, Relationship Management, Risk Management, Retirement Planning, Investments, Client Services

Education
Suffolk University   1980 — 1984
BSBA, Management

Massasoit Community College   2012 — 2013
Human Resources Certificate

Earl Dennison Earl Dennison Greater Boston Area Details
Earl Dennison's State Street Bank & Trust Company Experience July 1993 - January 2003
Job Vice President at U.S. Bank National Association
Industry Banking
Experience
U.S. Bank National Association   Vice PresidentUS Bank1993 - Present
U.S. Bank   1993 - Present
State Street Bank & Trust Company   July 1993 - January 2003
State Street Bank  1993 - 2002
CoreStates Bank  1986 - 1993

Skills
Banking, Risk Management, Credit, Loans, Corporate Trust, Securities, Credit Analysis, Portfolio Management, Financial Analysis, Commercial Lending, Capital Markets, Securitization, Mortgage Lending, Bonds, Relationship Management, Structured Finance

Education
University of Miami - School of Business   1965 — 1974
BBA, Accounting

Daniel Loring Daniel Loring Greater Chicago Area Details
Daniel Loring's State Street Bank & Trust Company Experience December 1992 - December 1996
Job at
Industry Banking
Experience
ABN AMRO, Inc  September 2004 - Present
ABN AMRO, Inc  September 1999 - August 2004
Spry & Co   June 1997 - June 1999
State Street Bank & Trust Company   December 1992 - December 1996
State Street Bank & Trust Company   July 1989 - November 1992
State Street Bank & Trust Company   May 1987 - June 1989

Education
Northeastern University
Master of Business Administration, Management

University of Rhode Island
Bachelor of Arts, Speech Communication

Joseph DeCristofaro Joseph DeCristofaro Greater Boston Area Details
Joseph DeCristofaro's State Street Bank & Trust Company Experience 2005 - Present
Job First Line Manager at State Street Bank & Trust Company
Industry Financial Services
Experience
State Street Bank & Trust Company   2005 - Present
State Street  2005 - 2005
State Street Bank  2003 - 2005
State Street Bank  1998 - 2003

Education
Bryant College   1986 — 1988
BA, Business Administration

Florida International University - College of Business Administration   1984 — 1986
Business Administration

Connie Fitzpatrick Connie Fitzpatrick Greater Boston Area Details
Connie Fitzpatrick's State Street Bank & Trust Company Experience January 2006 - May 2011
Job Vice President, Mutual Fund Administration at State Street Bank
Industry Financial Services
Experience
State Street Bank  May 2011 - Present
State Street Bank & Trust Company   January 2006 - May 2011
State Street Bank & Trust Company   November 2002 - January 2006
State Street Bank & Trust Company   January 2000 - November 2002
Investors Bank & Trust  January 2000 - November 2002
First Data Corporation  January 1998 - December 1999
First Data Corporation  June 1996 - January 1998
State Street Bank & Trust Company   May 1994 - June 1996

Skills
Financial Reporting, Mutual Funds, Fund Administration, SEC reporting, Investment Operations, Internal Controls, Accounting, Financial Statements, US GAAP, Risk Management, Investments, SEC filings, Financial Services

Education
University of Massachusetts Lowell   1988 — 1992
Bachelor of Science, Marketing

Jim Eckenrode Jim Eckenrode Boston, Massachusetts Details
Jim Eckenrode's State Street Bank & Trust Company Experience January 2015 - Present
Job Sector Solutions North America
Industry Financial Services
Experience
State Street Bank & Trust Company   January 2015 - Present
State Street Bank  October 2013 - January 2015
State Street  August 2009 - August 2013

Skills
Investments, Financial Modeling, Bloomberg, Fixed Income, Equities, Alternative Investments, Asset Management, Bloomberg Terminal, Private Equity, Bonds, Portfolio Management, Derivatives, Relationship Management, Securities, Hedge Funds

Education
Amherst College   2005 — 2009
BS, Political Science

Daniel Hand   2001 — 2004
Bachelor of Science (BS), Political Science and Government

Carolyn Champagne DiFillipo Carolyn Champagne DiFillipo Cincinnati Area Details
Carolyn Champagne DiFillipo's State Street Bank & Trust Company Experience 1990 - 1994
Job Manager, Cash and Vendor Payment Services at AdvancePierre Foods
Industry Food Production
Experience
AdvancePierre Foods  January 2015 - Present
AdvancePierre Foods, Inc.   July 2012 - Present
Barber Foods  January 2011 - June 2012
Barber Foods  August 1997 - June 2012
Barber Foods  May 1996 - July 1997
Forum Financial Group  1994 - 1996
State Street Bank & Trust Company   1990 - 1994

Skills
Treasury Management, Internal Controls, Cash Flow Forecasting, ACH, Electronic Funds..., Analytical Skills, Sales & Use Tax..., Communication, Bank Relationship..., Process Improvement, Institutional..., Cross-functional..., SAP Implementation, Acquisition Integration, Accounting, Credit Analysis, Disbursement

Education
Bentley University   1986 — 1990
Bachelor of Science, Finance

Richmond, The American International University in London
International Business

Pete M Moses Pete M Moses Greater Minneapolis-St. Paul Area Details
Pete M Moses's State Street Bank & Trust Company Experience January 2007 - December 2009
Job CRM Consultant
Industry Financial Services
Experience
Power Objects   2014 - Present
Optimum Healthcare   January 2013 - December 2013
Express Scripts-Medco   October 2012 - December 2012
Xcel Energy Corp   November 2011 - September 2012
Ameriprise Financial  January 2011 - November 2011
TARGET CORPORATION  January 2010 - December 2010
State Street Bank & Trust Company   January 2007 - December 2009

Skills
Microsoft CRM, Business Analysis, Business Planning, Banking, Business Intelligence, Software Project..., Software Implementation, Business Strategy, Healthcare, Data Analysis, Data Migration, Data Warehousing, Microsoft Word, Microsoft Project, Visio, Accounting, Customer Service, Applicant Tracking..., Management, Leadership, Consulting, CRM, SDLC, Recruiting, Process Improvement, Sourcing, Talent Acquisition, Team Leadership

Education
Middlesex University
Bachelor's Degree, Accounting and Economics, 3.95

University of Oxford - Said Business School
Master of Business Administration (M.B.A.), Business Administration and International Trade, 3.90

E. Auden Brown E. Auden Brown Greater Boston Area Details
E. Auden Brown's State Street Bank & Trust Company Experience 1990 - 1994
Job Financial Services Professional
Industry Financial Services
Experience
The Boston Company Asset Management, LLC a division of the Bank of NY / Mellon   1995 - 2009
The Boston Safe Deposit and Trust Company   1994 - 1995
State Street Bank & Trust Company   1990 - 1994

Skills
Finance, Accounting

Education
University of Massachusetts Boston   1985 — 1987
BS, Accounting

Christine Banaag Christine Banaag San Diego, California Details
Christine Banaag's State Street Bank & Trust Company Experience Fund AccountantState Street CorporationOctober 2014 - Present
Job Fund Accountant at State Street Corporation
Industry Banking
Experience
State Street Bank & Trust Company   Fund AccountantState Street CorporationOctober 2014 - Present
JPMorgan Chase, Philippine Global Service Center   October 2012 - June 2014
BNW Gasoline Station Service Complex   January 2010 - February 2012

Skills
MS Word, Excel,..., Bloomberg Terminal, Reuters pricing and...

Education
De La Salle University
Bachelor of Science, Business Management

Andrei Bourdine Andrei Bourdine Greater Boston Area Details
Andrei Bourdine's State Street Bank & Trust Company Experience 2009 - Present
Job Vice President, Corporate Lending at State Street Bank
Industry Financial Services
Experience
State Street Bank & Trust Company   2009 - Present
State Street Bank & Trust Company   2004 - 2009
Sovereign Bank  2002 - 2004
BankBoston  1997 - 2000

Skills
Credit Analysis, Finance, Financial Analysis, Financial Risk, Credit, Banking, Risk Management

Education
Northeastern University   2000 — 2002
Master of Business Administration (M.B.A.), Accounting and Finance

Daniella Lopez Daniella Lopez Greater Boston Area Details
Daniella Lopez's State Street Bank & Trust Company Experience January 1998 - January 2000
Job Accounting/Administrative/Executive Assistant
Industry Banking
Experience
PMWeb, Inc.   February 2013 - Present
Shaw’s Supermarkets  January 2009 - Present
American Renal Management, LLC   January 2005 - Present
Netzsch Instruments, Inc   January 2002 - January 2003
Hamilton, Brook, Smith & Reynolds, P.C   January 2001 - January 2002
Investors Bank & Trust Company  January 2000 - January 2001
State Street Bank & Trust Company   January 1998 - January 2000

Skills
Computer Expertise,..., Future Elementary..., Sales, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Data Entry, Customer Service, Time Management, Research, QuickBooks, Access, Telephone Skills, Budgets, Cashiering

Education
Lesley University   2012 — 2015
Master, Elementary Education

Bentley College   1993 — 1997
Bachelor of Arts, English

Han Quan Han Quan Worcester, Massachusetts Details
Han Quan's State Street Bank & Trust Company Experience September 1988 - September 1989
Job Treasury Accountant/Cash Manager at Bay State Savings Bank
Industry Banking
Experience
Bay State Savings Bank  October 1989 - Present
State Street Bank & Trust Company   September 1988 - September 1989

Skills
Account Reconciliation, Finance, Accounting, Variance Analysis, Accounts Payable, General Ledger

Education
University of Massachusetts, Amherst   1984 — 1988
Bachelor's Degree, Mathematics and Statistics with a minor in Accounting