State street bank and trust

Description

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

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State street bank and trust Employees

Employee
Years
Job
Industry
Ryan Huffman Ryan Huffman Rancho Cordova, California Details
Ryan Huffman's State street bank and trust Experience August 2011 - October 2011
Job Manager, Digital Analytics at VSP
Industry Market Research
Experience
VSP Global  September 2015 - Present
Los Rios Community College District  January 2014 - Present
VSP Optics Group  May 2012 - September 2015
SureWest Communications  September 2011 - May 2012
State Street Bank and Trust   August 2011 - October 2011
Sonoma Research Associates   January 2009 - January 2010
Marketing Evolution  March 2008 - January 2009
Marketing Evolution  March 2008 - June 2008
Sonoma Research Associates   January 2006 - December 2007

Skills
Market Research, Analytics, Marketing Research, SAS, Statistical Modeling, Economics, Econometrics, Segmentation, Competitive Analysis, Customer Insight, Stata, Market Analysis, Data Analysis, Quantitative Research, Consumer Behaviour, Marketing Strategy, Forecasting, SPSS, Statistics, Strategic Planning, Marketing Communications, Microsoft Excel, Research, Microsoft Office, New Business Development, Business Planning, Business Strategy, Analysis, Data Mining, Survey Design, Management, Predictive Modeling, Predictive Analytics, Quantitative Analytics, Strategy, Primary Research, Pricing Strategy, Competitive Intelligence, Logistic Regression, Time Series Analysis, Advertising Research, Pricing, Big Data, Pricing Analysis, Process Improvement, Customer Analysis, R, SAS programming, Focus Groups, Business Process...

Education
Texas A&M University   2009 — 2011
M.S., Economics

Sonoma State University   2006 — 2007
B.A, Economics; Quantitative and Econometric Methods

Brian Dean Brian Dean Jacksonville, Florida Area Details
Brian Dean's State street bank and trust Experience 1995 - 1998
Job Passionate and proven relationship leader focused on operational excellence and client satisfaction
Industry Financial Services
Experience
Aon Hewitt  March 2015 - Present
VOYA Financial (Formerly ING)   January 2008 - December 2014
CitiStreet  1995 - 2007
State Street Bank and Trust   1995 - 1998

Skills
Management, Leadership, Project Management, Outsourcing, Strategy, Call Centers, 401k, Benefits Administration, CRM, Customer Service, Leadership Development, Operations Management, Employee Benefits, Defined Benefit, Vendor Management, Retirement, Strategic Planning, Building Relationships, Risk Management, Change Management, Performance Management, Customer Relations, Business Management, Team Leadership, Training, Pension Administration, Retirement Benefits

Education
Quinnipiac University - School of Business   1990 — 1995
BS, Business Management

Lena Loha Lena Loha Orange County, California Area Details
Lena Loha's State street bank and trust Experience December 2002 - Present
Job Manager, Assistant Vice President at State Street Bank and Trust
Industry Financial Services
Experience
State Street Bank and Trust   December 2002 - Present

Skills
Fixed Income, Microsoft Excel

Education
California State University-Long Beach
Bachelor of Business Administration (BBA), Finance and International Business

Jason Steele Jason Steele Greater Chicago Area Details
Jason Steele's State street bank and trust Experience November 2008 - January 2011
Job Assistant Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman  January 2015 - Present
Neuberger Berman  September 2013 - January 2015
Neuberger Berman  June 2012 - September 2013
Deutsche Bank  January 2011 - June 2012
State Street Bank and Trust   November 2008 - January 2011
University of New Hampshire  August 2004 - December 2007

Skills
Financial Reporting, Loan Servicing, Settlements, Microsoft Office, Wall Street Office (WSO), Portia, Advent Geneva, ClearPar, MultiCurrency Horizon..., Investier, Excel, Word, Mathematics, Bloomberg, Interchange, Secure Transport, Lotus Notes, CRM, Accounting, FailStation, Risk Management, Banking, Auditing, Hedge Funds, Financial Risk, Fixed Income, Microsoft Excel, Portfolio Management, Settlement, Financial Analysis, Mutual Funds

Education
University of New Hampshire   2004 — 2008
B.S., Mathematics

University of New Hampshire   2004 — 2008
B.S., Secondary Education

Robert Rafferty Robert Rafferty Greater Boston Area Details
Robert Rafferty's State street bank and trust Experience September 1989 - April 1992
Job Principal
Industry Financial Services
Experience
Beacon Consulting Group  November 2011 - Present
Independent Contractor  June 2010 - November 2011
Kaufman Rossin Fund Services, LLC   September 2007 - June 2010
CP Baker & Company  May 1993 - August 2007
Mutual Fund Service Company -UST/Chase/JPM   April 1992 - May 1993
State Street Bank and Trust   September 1989 - April 1992

Skills
Hedge Funds, Private Equity, Fund Of Funds, Fund Accounting, Accounting, Alternative Investments, Investments, Equities, Mutual Funds, Due Diligence, Securities, Asset Managment, Fixed Income, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Financial Services, Asset Management, Options, Venture Capital, Finance, Strategy

Education
Providence College   1985 — 1989
BA, Economics

Jamie Conley Jamie Conley Tampa/St. Petersburg, Florida Area Details
Jamie Conley's State street bank and trust Experience January 1997 - April 2000
Job Regional President Robert Half
Industry Staffing and Recruiting
Experience
Robert Half  July 2002 - Present
Robert Half  January 2010 - January 2011
Robert Half  January 2008 - January 2010
Robert Half  May 2003 - January 2008
Robert Half  July 2002 - May 2003
Advent International  May 1999 - June 2002
State Street Bank and Trust   January 1997 - April 2000
Boston Financial Data Services  January 1996 - January 1999

Skills
Staffing Services, Customer Service, Financial Analysis, Accounting, Financial Planning, Budgeting, Budgets, Strategic Financial..., Account Management, Account Reconciliation, Banking, Business Development, Contract Negotiation, Employee Benefits, Employee Relations, Finance, Forecasting, General Ledger, Human Resources, Internet Recruiting, Investments, Leadership, Management, New Business Development, Payroll, Process Improvement, Recruiting, Sales, Sales Management, Strategy, Team Building, Team Leadership, Temporary Placement, Temporary Staffing, Time Management, Auditing, Hiring, Job Coaching, Educational Technology

Education
Lake Forest College   1992 — 1996
Bachelors, Business Administration & Accounting

Duane Moppin Duane Moppin Kansas City, Missouri Details
Duane Moppin's State street bank and trust Experience May 2003 - Present
Job AVP at State Street Bank and Trust
Industry Financial Services
Experience
State Street Bank and Trust   May 2003 - Present
Westlakes Ace Hardware   December 1996 - May 2004

Skills
Global Custody, Fund Accounting, Mutual Funds, Relationship Management, Account Reconciliation, Finance, Defined Contribution, Accounting, Financial Reporting, 401k, Securities Lending, Pensions, ETFs, Foreign Exchange, FX Options, Alternative Investments, Hedge Funds, Derivatives, Equities, Fixed Income, Securities, Corporate Actions, Bloomberg

Education
Missouri Western State University   1996 — 2002
Bachelor's degree, Business Administration and Management, Entrepreneurship

Blake Christensen Blake Christensen Lees Summit, Missouri Details
Blake Christensen's State street bank and trust Experience July 2011 - October 2013
Job Controller at BCS Communications
Industry Accounting
Experience
BCS Communications  July 2015 - Present
Polsinelli LLP   August 2014 - July 2015
MA Associates   October 2013 - January 2014
State Street Bank and Trust   July 2011 - October 2013
Bank of America  June 2006 - February 2011

Skills
QuickBooks, Customer Service, Microsoft Office, Training, Accounts Payable, Microsoft Excel, Financial Analysis, Accounting, Microsoft Word, Access, Ten Key, PowerPoint, Troubleshooting, Sales, Cash Handling Experience, Highly detail oriented, Hardwork, Strongly self-motivated, Process Improvement, High Level Of Accuracy, Leadership Development, Accounts Receivable, Account Reconciliation, Auditing, Public Speaking, Financial Statements, Budgets, Bilingual Communications, SOP Development, Research, Software Installation, Teaching, Invoicing

Education
Baker University   2012 — 2014
Master of Business Administration (MBA), Accounting and Business/Management

Ottawa University   2010 — 2011
Bachelors in Science, Accounting

Metropolitan Community College-Maple Woods   2008 — 2010
Associates in Science, Accounting

Metropolitan Community College-Maple Woods   2006 — 2008
Associate of Arts, General Studies

Brandon Wilber Brandon Wilber Lawrence, Kansas Area Details
Brandon Wilber's State street bank and trust Experience June 2014 - Present
Job Client Service Manager, Senior Associate at State Street Bank and Trust
Industry Financial Services
Experience
State Street Bank and Trust   June 2014 - Present
State Street Bank  September 2013 - June 2014
State Street Bank  May 2012 - September 2013
State Street Bank  October 2011 - May 2012
State Street Bank  May 2011 - October 2011
State Street Bank  May 2010 - May 2011

Skills
Account Reconciliation, General Ledger, Accounting, Auditing, Variance Analysis, Journal Entries, Analysis, Training, Fund Accounting, Bloomberg, Microsoft Excel, Time Management

Education
Plymouth State University   2000 — 2004
BS, Accounting, Minor in Economics, 3.22

Matthew Hannon Matthew Hannon Boston, Massachusetts Details
Matthew Hannon's State street bank and trust Experience February 2004 - June 2005
Job
Industry Information Technology and Services
Experience
Deloitte  August 2013 - October 2014
Deloitte  September 2012 - August 2013
StrikeIron  January 2011 - December 2011
Deloitte Consulting  July 2008 - June 2010
Deloitte Consulting  July 2006 - July 2008
Deloitte Consulting  July 2005 - July 2006
State Street Bank and Trust   February 2004 - June 2005
State Street Bank and Trust   June 2002 - January 2004

Skills
Requirements Gathering, Business Process Design, Project Management, Business Analysis, Business Intelligence, Consulting, IT Strategy, .NET, Business Process..., Management Consulting, Software Development..., SDLC, Enterprise Software, CRM, SaaS, Mobile Devices, Software Project..., SQL, Requirements Analysis, Inbound Marketing, Inbound Lead Generation, Salesforce.com, HubSpot, Mono, Microsoft Office, iOS, iOS Design, Agile Methodologies, Enterprise Architecture, Cocoa Touch, Agile Project Management, Software Implementation

Education
Duke University - The Fuqua School of Business   2010 — 2012
MBA

Bentley College - Elkin B. McCallum Graduate School of Business   2005 — 2005
M.S.

Bentley University   2000 — 2004
B.S.

Sujing (Megan) Wan Sujing (Megan) Wan Boston, Massachusetts Details
Sujing (Megan) Wan's State street bank and trust Experience 2012 - Present
Job Investment Risk Analyst at State Street Global Advisor
Industry Financial Services
Experience
State Street Global Advisor   May 2015 - Present
State Street Bank and Trust   2012 - Present
Goldman Sachs  2009 - 2012
Goldman Sachs  June 2008 - August 2008
Rensselaer Polytechnic Institute  August 2007 - May 2008

Skills
Tableau, SQL, SAS, Financial Modeling, VBA, Analytics, Business Analysis, Matlab, Perl, Finance, Microsoft Excel, SPSS, R, Financial Analysis, Financial Services, Unix, PowerPoint, Bloomberg Terminal, Trading Systems, Statistics, Quantitative Analytics, Sybase SQL Anywhere, SQL Tuning, MS Project, DB2/SQL

Education
Rensselaer Polytechnic Institute
Master, Science

Zhejiang University
Bachelor, Management Science & Engineering

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

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

Education
Champion School of Real Estate   2009 — 2009
Consultant

Universidad de Puerto Rico   1981 — 1985
BA

Peter Underhill Peter Underhill Greater Boston Area Details
Peter Underhill's State street bank and trust Experience 1986 - 1996
Job Accounting Manager at Partners HealthCare
Industry Hospital & Health Care
Experience
Partners HealthCare  April 2015 - Present
Partners HealthCare  November 2007 - Present
Harborside Healthcare  1998 - 2007
Harborside Healthcare  1998 - 2007
CareGroup  1996 - 1997
State Street Bank and Trust   1986 - 1996

Skills
PeopleSoft, Healthcare, Financial Reporting, Accounting, Payroll, General Ledger, Microsoft Office, Variance Analysis, Budgets, Auditing, Internal Controls, Financial Statements, Accounts Payable, Analysis, Cash Flow, Fixed Assets, Account Reconciliation

Education
Bentley University
Master of Science in Accountancy, 3.65

University of Massachusetts Boston
MBA, Finance concentration

University of Massachusetts Boston
BS, Management

Channa Clemens Channa Clemens Overland Park, Kansas Details
Channa Clemens's State street bank and trust Experience March 2007 - March 2008
Job Owner at TanPerfekt
Industry Health, Wellness and Fitness
Experience
TanPerfekt   February 2010 - Present
KeyBank Real Estate Capital  July 2013 - May 2014
State Street Bank  April 2011 - June 2013
State Street Bank  January 2010 - April 2011
State Street Bank  March 2008 - January 2010
York and Company   August 2007 - March 2008
State Street Bank and Trust   March 2007 - March 2008
Indymac Bank  January 2007 - August 2007
Capital One Home Loans  January 2004 - January 2007
New York & Company  November 2001 - July 2003

Skills
Credit, Mortgage Lending, Loans, Investments, Securities, Derivatives, Loan Servicing, Financial Analysis, Banking, Equities, Finance, Asset Managment, Credit Analysis, Risk Management, Financial Services, Mutual Funds, Financial Modeling, Accounting, PeopleSoft, Relationship Management, Management, Training, Financial Risk, Customer Service, Sales

Education
Truman State University   1995 — 2000
BA, Business Adminstraton

Daniel Rogan Daniel Rogan Denver, Colorado Details
Daniel Rogan's State street bank and trust Experience January 2011 - April 2011
Job Government Administration Professional
Industry Government Administration
Experience
Royal Acres Farm   September 2012 - December 2012
Boston College Law School  April 2012 - September 2012
The Office of U.S. Congressman William Keating   April 2012 - August 2012
McGill Law Firm   April 2012 - August 2012
State Street Bank and Trust   January 2011 - April 2011

Skills
Coaching, Mentoring, Team Leadership, Research, Legal Research, Contract Negotiation, Economics, Legal Writing, International Relations, Policy, Legislative Relations, Analysis

Education
Northeastern University   2007 — 2011
B.A, Economics, 3.65

Regina Eichler Regina Eichler Warrensburg, Missouri Details
Regina Eichler's State street bank and trust Experience November 2010 - September 2012
Job Executive Assistant, Johnson County Economic Development Corporation
Industry Nonprofit Organization Management
Experience
Johnson County Economic Development Corporation   September 2012 - Present
State Street Bank and Trust   November 2010 - September 2012

Skills
Investments, Asset Managment, Financial Analysis, Microsoft Excel, Microsoft Office, Risk Management

Education
University of Central Missouri   2008 — 2010
Bachelor of Business Administration (B.B.A.), Accounting

State Fair Community College   2006 — 2008
Associate of Arts and Sciences (A.A.S.), Accounting

Gregory Crossan, CPA, MBA Gregory Crossan, CPA, MBA Greater Boston Area Details
Gregory Crossan, CPA, MBA's State street bank and trust Experience 1992 - 1994
Job Global Tax Director at Bose Corporation
Industry Accounting
Experience
Bose Corporation  September 2014 - Present
Consulting  June 2014 - September 2014
TripAdvisor  May 2012 - May 2013
Bruker Corporation (Formally Bruker Biosciences)   March 2007 - April 2012
Instron Corporation  October 2004 - October 2006
Fisher Scientific  2003 - 2004
InterGen  2001 - 2003
Deloitte & Touche  August 1995 - September 2001
The Boston Company  1994 - 1995
State Street Bank and Trust   1992 - 1994

Skills
Tax, Accounting, International Tax, Corporate Tax, Tax Accounting, SEC filings, Mergers & Acquisitions, Transfer Pricing, Due Diligence, Management, Sarbanes-Oxley Act, US GAAP, Financial Reporting, GAAP, Tax Research, Tax Returns, Big 4, CPA, SEC Filings

Education
Bentley University   2003 — 2009
Master of Business Administration (M.B.A.)

Bentley University   1989 — 1992
BS, Accountancy

Shatha Al Aswad Shatha Al Aswad Greater Boston Area Details
Shatha Al Aswad's State street bank and trust Experience November 2006 - June 2012
Job Financial Services Credit and Risk Management Professional
Industry Financial Services
Experience
Columbia University  February 2014 - Present
Fletcher School of Law and Diplomacy  September 2011 - September 2013
State Street Bank and Trust   November 2006 - June 2012
Arab Bank Plc  September 2004 - November 2006
The Gillette Company  January 2003 - December 2003

Skills
Credit Risk, Risk Management, Financial Analysis, Political Economy, Sovereign Wealth Funds, International Business...

Education
Northeastern University   2000 — 2003
Bachelor's Degree

Al-Faisaliah School   1980 — 1995

Fitch Learning Inc

James R. Kent James R. Kent Greater Boston Area Details
James R. Kent's State street bank and trust Experience 1985 - 1986
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  May 2014 - Present
Brown Brothers Harriman  2011 - 2013
Brown Brothers Harriman  2009 - 2013
Brown Brothers Harriman  2006 - 2011
Brown Brothers Harriman  2001 - 2006
Brown Brothers Harriman  1998 - 2001
Brown Brothers Harriman  1994 - 1998
Brown Brothers Harriman  1991 - 1994
Bank of Boston  1986 - 1991
State Street Bank and Trust   1985 - 1986

Education
Ithaca College
BS Business Administration, Management

Ahmed Sharaf Ahmed Sharaf Greater Boston Area Details
Ahmed Sharaf's State street bank and trust Experience January 1994 - December 1994
Job Sales Director
Industry Information Technology and Services
Experience
GTT  June 2013 - Present
Verizon Business - IT Services Practice   August 2005 - May 2013
Verizon Business  January 2004 - July 2005
MCI Communication Services   February 2001 - December 2003
Cyber Access Internet Communications, Inc.   January 1995 - December 2000
State Street Bank and Trust   January 1994 - December 1994
IDG WorldExpo   January 1993 - December 1993
Beacon Hill Capitol   January 1992 - December 1992

Skills
Managed Services, Security, Unified Communications, Cloud Computing, DWDM, Co-location, Telecommunications, Professional Services, Data Center, Virtualization, SaaS, Disaster Recovery, VoIP, Leadership, Telephony, Strategic Partnerships, IT Outsourcing, Call Centers, Pre-sales, Wireless, Vendor Management, Network Design, Management, Enterprise Software, Hosted Services, Sales Operations, Strategy, Sales, Selling, Start-ups, MPLS, Solution Selling, Networking, CRM, IP, IT Service Management, Business Intelligence, Salesforce.com, Business Process..., Channel Partners, Sales Process, Direct Sales, Sales Management, Go-to-market Strategy, Key Account Management, Business Strategy, WAN, Outsourcing, Product Management, Account Management

Education
Northeastern University   1991 — 1995
Bachelors of Science, Business Administration

Bill Hamrock Bill Hamrock Greater Boston Area Details
Bill Hamrock's State street bank and trust Experience 1990 - 1995
Job Director at XCM Solutions
Industry Computer Software
Experience
XCM Solutions   ConsultantKingston-Dwight Associates1995 - 2005
State Street Bank and Trust   1990 - 1995

Skills
Software Sales, SaaS, Cloud Computing, Channel Management, Contract Negotiation, Product Demonstration, New Business Development, Salesforce.com, ACT!, Software Implementation, Client Relationship..., Client Retention, Client Service, Cold Calling, Prospecting, Lead Generation, Consultative Selling, Selling, Customer Retention, Qualifying Prospects, Solution Selling, Channel Partners, Software Industry, Enterprise Software, CRM, Information Technology, Start-ups, Tax, Financial Services, Marketing, Professional Services, Consulting, Sales, Strategic Partnerships, Management Consulting, Sales Process, Small Business

Education
Boston College   1984 — 1988
BS, Finance

CHS

Geoffrey Shulik Geoffrey Shulik Greater Boston Area Details
Geoffrey Shulik's State street bank and trust Experience September 2010 - November 2011
Job Financial Administrative Coordinator at University of Pennsylvania
Industry Financial Services
Experience
University of Pennsylvania  May 2014 - Present
Brigham and Women's Hospital  August 2013 - May 2014
Brigham and Women's Hospital  November 2011 - August 2013
State Street Bank and Trust   September 2010 - November 2011
State Street Bank and Trust   April 2010 - September 2010
State Street Bank and Trust   August 2008 - April 2010
Center for Applied Demography and Survey Research, University of Delaware   August 2007 - May 2008
Brooks School day camp  June 2006 - August 2007

Skills
Excel, Accounts Payable, Fund Accounting, Mutual Funds, Microsoft Excel, Fixed Income, Financial Services

Education
University of Delaware   2004 — 2008
Bachelors of Arts, Political Science

Benjamin Bedard Benjamin Bedard Greater Boston Area Details
Benjamin Bedard's State street bank and trust Experience August 2007 - November 2012
Job Supervisor at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  March 2014 - Present
State Street  November 2012 - March 2014
State Street Bank and Trust   August 2007 - November 2012
NRG Systems, Inc  July 2004 - August 2007
The Junction Café   September 2004 - May 2007

Skills
Microsoft Office, Operational Efficiency, IBM Content Manager, Bloomberg Terminal, Energy Efficiency, Behavioral Interviewing, Anti Money Laundering, Fixed Income, Financial Analysis, Equities, Financial Services

Education
Bryant University   2003 — 2007
Bachelor of Science, Business Administration; Finance

University of Oslo   2006 — 2006
Intensive Elementary Norwegian, Norwegian History

Stephen Marshall, CAMS Stephen Marshall, CAMS New York, New York Details
Stephen Marshall, CAMS's State street bank and trust Experience September 2007 - June 2010
Job Principal at KPMG US
Industry Financial Services
Experience
KPMG US  October 2013 - Present
KPMG  June 2010 - Present
State Street Bank and Trust   September 2007 - June 2010
ADI Compliance Consulting   2000 - 2007
Riggs Bank  1994 - 2000
Fleet Financial  1983 - 1994

Skills
Compliance, Risk Management, Enterprise Risk..., Risk, Credit, Financial Risk, Financial Services, Banking, Operational Risk, AML, Due Diligence, Internal Controls, Corporate Governance, Operational Risk..., Fraud, Internal Audit, Anti Money Laundering, Management

Education
Bates College   1978 — 1982
BA, Economics

Gregory Hunter Gregory Hunter Greater Boston Area Details
Gregory Hunter's State street bank and trust Experience January 1991 - December 1992
Job Controller Outsourcing CLA
Industry Financial Services
Experience
CliftonLarsonAllen  May 2015 - Present
HSF-Group   August 2010 - May 2015
New England Tractor Trailer Training School (NETTTS)   June 2013 - August 2014
Alexander Proudfoot  April 2010 - August 2010
Maine Pointe  April 2006 - March 2010
Eldred Wheeler   March 2005 - April 2006
Atlantic Custom Cabinetry   March 2003 - March 2005
Plimoth Plantation  July 2000 - March 2003
Anchor Capital Advisors  April 1994 - July 2000
State Street Bank and Trust   January 1991 - December 1992

Skills
Strategic Planning, Business Planning, Non-profits, Budgeting, Operations Management, Process Improvement, Business Strategy, Microsoft Office, Change Management, Business Analysis, Budgets, Executive Management, Leadership, Management Consulting, Analysis, Operational Excellence, Business Process, Internal Controls, Six Sigma, Finance, Marketing, Nonprofits, Project Planning, Training

Education
Babson College - Franklin W. Olin Graduate School of Business   1988 — 1989
MBA, Finance and Management

Northeastern University   1980 — 1984
BSBA, Finance and Management

University of Massachusetts, Amherst   1977 — 1979
none, Electrical Engineering

Duxbury High School   1972 — 1976

Ed Zalewski Ed Zalewski Greater Boston Area Details
Ed Zalewski's State street bank and trust Experience August 2002 - February 2006
Job
Industry Investment Management
Experience
Fidelity Investments  March 2010 - Present
Coldwell Banker Residential Brokerage  2009 - April 2010
Pioneer Investments  December 2007 - 2009
Pioneer Investments  February 2006 - December 2007
State Street Bank and Trust   August 2002 - February 2006
Office of Senator's John and Lincoln Chafee, U.S. Senate, Washington, DC   1998 - 2001
U.S. Senate, Environment and Public Works Committee   1999 - 2000

Skills
Alternative Investments, Investments, Fixed Income, Asset Managment, Mutual Funds, Equities, Bloomberg, Financial Services, Series 7, Series 63, Securities, Hedge Funds, Financial Modeling, Financial Analysis, Asset Allocation, Finance, Strategy, Risk Management, Business Analysis, Strategic Planning, Analysis, Marketing, Product Management, Process Improvement, Business Development, Business Strategy, Leadership, Cross-functional Team..., Financial Markets, Project Management, Due Diligence, Customer Service, Microsoft Excel

Education
Babson College - Franklin W. Olin Graduate School of Business   2005 — 2008
MBA, Global Strategy Consulting and Finance

The George Washington University - School of Business   1997 — 2001
BBA, Environmental Policy and Management

Sea Education Association; Woods Hole, Mass.   2000 — 2000
N/A, Oceanography and Nautical Science

Carina Mendez Carina Mendez Toronto, Canada Area Details
Carina Mendez's State street bank and trust Experience 2003 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
State Street Bank and Trust   2003 - 2007

Education
McMaster University   1998 — 2003
Honours Bachelor of Commerce, Finance, Economics, Accounting

Jacob Musman Jacob Musman Greater Boston Area Details
Jacob Musman's State street bank and trust Experience April 2012 - December 2013
Job MBA
Industry Financial Services
Experience
State Street Bank  January 2014 - Present
State Street Bank and Trust   April 2012 - December 2013
State Street Bank and Trust   June 2007 - April 2012
Stonehill College  September 2009 - May 2010

Skills
Research, Staff Development, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Report Writing, Spreadsheets, Management, Portfolio Management, Forecasting, Process Improvement, Financial Services, Bloomberg, Customer Service, Microsoft Word, Finance, Financial Analysis, Fixed Income

Education
UMass Boston   2010 — 2014
Masters, Business Administration, 3.59

Stonehill College   2003 — 2007
Bachelor of Arts, Mathematics

Anuj Agrawal Anuj Agrawal Boston, Massachusetts Details
Anuj Agrawal's State street bank and trust Experience August 2009 - August 2012
Job Managed Print Specialist at ImageTech, a Xerox Company
Industry Telecommunications
Experience
ImageTech a Xerox Company  January 2015 - Present
ImageTech a Xerox Company  June 2014 - December 2014
LoopUp  August 2012 - June 2014
State Street Bank and Trust   August 2009 - August 2012

Skills
Mobile Applications, Blackberry, Android, Integration, Mobile Devices, Solution Selling, Cold Calling, Sales, iPhone, Enterprise Software, CRM, Salesforce.com, Time Management, Networking, SaaS, Customer Service, Account Management, Microsoft Office, Management, Direct Sales

Education
University of Maryland College Park   2005 — 2009
Bachelor of Arts (B.A.), Economics

Peter Marsiglia Peter Marsiglia Greater Boston Area Details
Peter Marsiglia's State street bank and trust Experience January 2014 - Present
Job Director of GHR Risk, Compliance, and Audit
Industry Financial Services
Experience
State Street Bank and Trust   January 2014 - Present
State Street Bank and Trust Company  August 2012 - January 2014
State Street Bank  January 2010 - August 2012
Deloitte & Touche LLP  April 2007 - December 2010
MFS Investment Management  April 1998 - April 2007
International Financial Data Services  1995 - 1998
New England Funds., L.P.   September 1993 - September 1995
John Hancock Fund Services, Inc.   July 1989 - September 1993

Skills
Mutual Funds, Compliance, Risk, Internal Controls, Risk Management, Vendor Management, Financial Analysis, Management Consulting, Financial Risk, Financial Services, Project Management, Management, Process Improvement, Business Analysis, Due Diligence, Mergers & Acquisitions, Auditing, Program Management, Internal Audit

Education
Bridgewater State University   1985 — 1989
Bachelor of Science May 89, Business Administration

Lewis Rich-Shea Lewis Rich-Shea Greater Boston Area Details
Lewis Rich-Shea's State street bank and trust Experience March 1993 - December 2010
Job Analyst, Data Center of Excellence at State Street
Industry Financial Services
Experience
State Street  April 2015 - Present
State Street Bank  April 2012 - March 2015
Gurnet Consulting  October 2011 - March 2012
State Street Bank and Trust   March 1993 - December 2010
The Boston Company  April 1987 - March 1993
Keane, Inc  June 1984 - April 1987
Various Insurance Companies  June 1971 - June 1984

Skills
SDLC, Business Analysis, Requirements Analysis, Project Management, Vendor Management, SQL, Enterprise Architecture, Analysis, Requirements Gathering, Testing, CRM, Risk Management, Visio, IT Strategy, Software Project..., Business Process..., Leadership, Financial Services, Cloud Computing, Process Improvement, Business Intelligence, Business Requirements, Integration, Data Warehousing

Education
Harvard University
Bachelor of Arts (B.A.)

Jon Fishman Jon Fishman Miami/Fort Lauderdale Area Details
Jon Fishman's State street bank and trust Experience 1991 - 1993
Job Service Delivery Manager at State Street
Industry Information Technology and Services
Experience
State Street  July 2012 - Present
IBM  July 2002 - June 2012
John Hancock Life Insurance Company (U.S.A.)   1996 - 2002
Scudder, Stevens & Clark, Inc   1994 - 1996
Recoll Management  1993 - 1994
State Street Bank and Trust   1991 - 1993
Project Software & Development   1988 - 1991
R.S.Means Company, Inc   1984 - 1988
Evans Products Company, Inc   1982 - 1984

Skills
Unix, Windows, Sybase, Shell Scripting, SQL Tuning, MySQL DBA, Sybase ASE, Replication, Data Center, Oracle, Architecture, Disaster Recovery, Security, IT Management, SQL, Enterprise Software, Solution Architecture

Education
Johnson & Wales University   1978 — 1982
B.S., Computer Systems Management

Jeffrey Keating Jeffrey Keating San Francisco Bay Area Details
Jeffrey Keating's State street bank and trust Experience September 2007 - December 2010
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock  September 2012 - Present
J.P. Morgan   2011 - October 2012
State Street Bank and Trust   September 2007 - December 2010
State Street  January 2003 - September 2007

Education
Suffolk University - Sawyer Business School   1998 — 2000
MBA, Marketing and Finance

Worcester State University   1990 — 1993
Bachelor of Science, Business

John LeBlanc- PMP, CSM, ACP John LeBlanc- PMP, CSM, ACP Greater Boston Area Details
John LeBlanc- PMP, CSM, ACP's State street bank and trust Experience October 2006 - April 2007
Job Sr Business Analyst at Hobbs|Madison Consultant to Navigate Fund Solutions
Industry Financial Services
Experience
HobbsMadison Consultant to Navigate Fund Solutions   April 2015 - Present
DST Retirement Solutions  February 2014 - April 2015
Fidelity Investments  September 2013 - January 2014
citi  2010 - 2013
Bank Of America  March 2008 - November 2008
SSgA Interactive   August 2007 - January 2008
State Street Bank and Trust   October 2006 - April 2007
New England College of Finance  April 2002 - September 2006
MFS Investment Management  November 1986 - June 2006
Kidder Peabody  April 1980 - April 1985

Skills
Risk Management, Business Analysis, Mutual Funds, Requirements Analysis, Wealth Management, Trading, Alternative Investments, Systems Analysis, Risk, Fixed Income, Hedge Funds, Vendor Management, Process Improvement, Customer Relations, PMP, Analysis, Management, Back Office, Derivatives, Requirements Gathering, Strategy, Strategic Financial..., Project Management, Databases, Customer Service, Visio, Business Requirements, Trading Systems, Financial Risk, Finance, Agile Methodologies, Investments, User Acceptance Testing, Investment Management, Portfolio Management, Asset Managment, Software Documentation, Financial Services, Team Building, Leadership, Operations Management, Training, Securities, Quality Assurance, SDLC, Banking, Equities, Asset Management, Financial Analysis, Relationship Management

Education
Northeastern University
BS/BA, History

Julee Sanderson Julee Sanderson Greater Boston Area Details
Julee Sanderson's State street bank and trust Experience August 2007 - September 2010
Job Vice President/Managing Director Global Markets Technology at State Street Bank and Trust
Industry Financial Services
Experience
State Street Bank  September 2010 - Present
State Street Bank and Trust   August 2007 - September 2010
State Street Bank  June 1998 - August 2007

Skills
Network Architecture, Risk Management, Business Analysis, IT Strategy, Financial Services, Cloud Computing, Portfolio Management, Program Management, Relationship Management, Asset Managment, Back Office, ITIL Service Strategy, Vendor Management, Market Data, Electronic Trading..., Lean Transformation, Leading..., Executive Management, Corporate Actions, Trading Systems, Financial Markets, Capital Markets, Fixed Income, Leadership, Trading, Mutual Funds, Business Intelligence, Investment Banking, Banking, Governance, Alternative Investments, Team Leadership, Securities, Business Process, FX Options, Process Improvement, Strategy, Team Building, SDLC, Derivatives, Bloomberg, Equities, Middle Office, Electronic Trading, Analytics, Business Strategy, Settlement, Hedge Funds, CRM, Management

Education
University of New Hampshire   1982 — 1986
BA, Communications

Cushing Academy

Barbara Spike Barbara Spike Plymouth, New Hampshire Details
Barbara Spike's State street bank and trust Experience 2001 - 2003
Job Independent Sales Consultant at Norwex Improving Quality of Life
Industry Accounting
Experience
Norwex - Improving Quality of Life   May 2013 - Present
Crossmark  March 2012 - June 2013
State Street Bank and Trust   2001 - 2003

Skills
Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Fund Accounting, Spreadsheets, Microsoft Office, Accounting, Mutual Funds, Customer Service, Access, Account Reconciliation, Banking, Securities, Fund Administration, Financial Analysis, Administrative..., Training, Community Outreach, Customer Satisfaction, Team Building, Budgets, Administrative..., Event Planning, Public Speaking, Fundraising, Nonprofits, Leadership, Time Management

Education
Katharine Gibbs School   1976 — 1977
Certification, Administrative Assistant and Secretarial Science, General, Certified

Chamberlayne Jr. College
AS, summa cum laude, Retail Merchandising

University of Rhode Island - College of Business Administration
BS, Business Administration

Patricia Kelliher Patricia Kelliher Boston, Massachusetts Details
Patricia Kelliher's State street bank and trust Experience January 2005 - Present
Job Audit Senior Manager at State Street Bank and Trust
Industry Financial Services
Experience
State Street  June 2015 - Present
State Street Bank and Trust   January 2005 - Present
Fidelity Investments  September 2003 - December 2004
Fidelity Investments  August 1999 - September 2003

Skills
Internal Audit, Risk Assessment, Internal Controls, Alternative Investments, Hedge Funds, Private Equity, Real Estate Private..., AML, COSO

Education
Stonehill College   1995 — 1999
Bachelor of Science (BS), Finance, General

Suffolk University
Master of Business Administration (MBA), Business Administration and Management, General

satyen patel satyen patel Greater Boston Area Details
satyen patel's State street bank and trust Experience January 2013 - November 2013
Job Financial Analyst II ERP Finance Process & Data Controls at Smith And Nephew S.r.l.
Industry Financial Services
Experience
Smith & Nephew  May 2015 - Present
Philips Healthcare  June 2014 - Present
Fresenius Medical Care  March 2014 - June 2014
BNY Mellon  November 2013 - March 2014
STATE STREET BANK AND TRUST   January 2013 - November 2013

Skills
Microsoft Excel, Sales, Management, Accounting, Payroll, Research, Microsoft Office, Credit, Data Analysis, Financial Analysis, Matlab, Access, Microsoft Word, PowerPoint, Project Management, Tax, Analysis, Leadership, C++, Business Analysis

Education
University of Mass Lowell   2009 — 2012
Bachelor's Degree, Business Administration / Finance; 2012

University of Massachusetts at Lowell   2009 — 2012
Bachelor of Science, Business Administration, Finance

Middlesex Community College   2007 — 2009
Associate's Degree, Engineering Science

Middlesex Community College   2007 — 2009
Associate of Science, Engineering

Anne Trevisani Anne Trevisani Greater Boston Area Details
Anne Trevisani's State street bank and trust Experience December 1984 - December 1988
Job Commercial Credit Team Leader at Rockland Trust
Industry Banking
Experience
Rockland Trust  March 2015 - Present
South Eastern Economic Development (SEED) Corp.   August 2011 - February 2015
Rockland Trust  June 1993 - June 2011
Shawmut Bank  January 1989 - June 1993
State Street Bank and Trust   December 1984 - December 1988
Union Bank  August 1980 - August 1984

Skills
Banking, Loans, Small Business Lending, Commercial Lending, Finance, Commercial Banking, Credit, Credit Analysis, Loan Origination, Commercial Mortgages, Real Estate, Consumer Lending, Lines Of Credit, SBA 504, SBA

Education
University of Denver   1976 — 1980
BSBA, Finance/Marketing

Linda Hitchcock Linda Hitchcock Greater Seattle Area Details
Linda Hitchcock's State street bank and trust Experience November 1996 - November 1997
Job SENIOR INVESTMENT ANALYST | Investment Marketing |Trends Analysis | Vendor Relations
Industry Investment Management
Experience
Russell Investments  May 2008 - Present
Cleantech Capital Group, LLC,   May 2006 - April 2007
State Street Global Advisors  October 2002 - December 2005
Panagora Asset Management  October 2001 - September 2002
State Street Global Advisors  June 1999 - September 2002
Grantham, Mayo, Van Otterloo   November 1997 - June 1999
State Street Bank and Trust   November 1996 - November 1997
Massachusetts Casualty Insurance Company  March 1995 - November 1996
Hanover Insurance Group  1996 - 1996

Skills
Investments, Asset Managment, Alternative Investments, Mutual Funds, Portfolio Management, Asset Management, Equities, Bloomberg, Asset Allocation, Investment Management, ETFs, Investment Strategies, Hedge Funds, Fixed Income, Risk Management, Financial Analysis, Financial Services, Financial Modeling, Securities

Education
Boston University Questrom School of Business   1999 — 2000
MBA Candidate

University of Rhode Island   1990 — 1994
BS, ECN

Worcester Academy   1987 — 1990
Diploma, Prep School, Honor Student

Nash Randall Nash Randall Kansas City, Missouri Details
Nash Randall's State street bank and trust Experience July 2012 - December 2013
Job Currently looking for credit analyst opportunities.
Industry Banking
Experience
Bank of America  January 2014 - August 2015
State Street Bank and Trust   July 2012 - December 2013

Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Finance, Financial Accounting, Account Reconciliation, Financial Modeling, Microsoft Word, Bloomberg, Fund Accounting

Education
Northwest Missouri State University   2010 — 2012
Bachelor of Science (BS), Finance, General

William Jewell College   2008 — 2010

Joseph Dougherty, CFA Joseph Dougherty, CFA Boston, Massachusetts Details
Joseph Dougherty, CFA's State street bank and trust Experience June 2002 - June 2004
Job Institutional Relationship Manager at Columbia Management
Industry Investment Management
Experience
Columbia Threadneedle Investments, US  September 2007 - Present
State Street Global Advisors  June 2006 - September 2007
State Street Analytics   July 2004 - June 2006
State Street Bank and Trust   June 2002 - June 2004
Merrill Lynch Advisers   June 2001 - August 2001

Skills
Asset Management, Investments, Fixed Income, Portfolio Management, Equities, Client Relationship..., Client Service, Client Development, Team Motivator, Public Speaking, Bloomberg, Finance, Hedge Funds, Investment Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2006 — 2008
MBA, Asset Management

Boston College   1998 — 2002
BA, Economics

Peter Burke (PJ) Peter Burke (PJ) Winthrop, Massachusetts Details
Peter Burke (PJ)'s State street bank and trust Experience September 2000 - July 2011
Job .
Industry Computer Hardware
Experience
Navisite Inc.  September 2011 - July 2014
NAVISITE - A TIME WARNER COMPANY   September 2011 - July 2014
STATE STREET BANK AND TRUST   September 2000 - July 2011
SYSTEMS MAINENANCE SERVICES   September 1998 - August 2000

Skills
Linux, Virtualization, Cloud Computing, Data Center, Unix, Storage, VMware, Perl, Solaris, Servers, TCP/IP, Integration, Active Directory, Software Documentation, Disaster Recovery

Education
Computer Learning Center

Saint Anselm College
Liberal Arts

UNIVERSITY OF MASSACHUSETTS
Liberal Arts

Barnes, Joshua Barnes, Joshua Kansas City, Missouri Area Details
Barnes, Joshua's State street bank and trust Experience August 2005 - December 2010
Job Commerical Treasury Sales Analyst
Industry Banking
Experience
KeyBank Real Estate Capital  December 2010 - Present
State Street Bank and Trust   August 2005 - December 2010
Bank Midwest  August 2003 - August 2005
Principal Financial Group  May 2001 - August 2003

Skills
Financial Analysis, Banking, Team Building, Finance, Coaching, Budgets, Process Improvement, Risk Management, Credit, Portfolio Management, Commerical Real Estate

Education
Baker University   2005 — 2008
Master of Business Administration (MBA), Business Management/ Finance, 3.9 GPA

Missouri Western State University   2001 — 2003
Finance, Business Management and Finance

North Central Missouri College
Associates

Armando Palomino Armando Palomino San Francisco Bay Area Details
Armando Palomino's State street bank and trust Experience 2001 - 2004
Job National Account Manager at Square Valley Technology 18Birdies
Industry Investment Management
Experience
Square Valley Technology - 18Birdies   June 2015 - Present
Fisher Investments  June 2014 - December 2014
State Street Global Advisors  February 2007 - December 2013
Callaway Golf  August 2011 - August 2012
Alchemy Search Partners  2006 - 2007
Robert Half International  2005 - 2006
EuroInka, Corp. - Beverage Company   2004 - 2006
State Street Bank and Trust   2001 - 2004

Skills
Financial Services, Fixed Income, Bloomberg, Accounting, Equities, Asset Managment, Investments, Mutual Funds, Financial Analysis, Finance, Management, Start-ups, Financial Reporting, Portfolio Management, Forecasting, Banking, New Business Development, Market Research, Retail Marketing, Sales, Asset Management, Securities, Hedge Funds, Relationship Management

Education
California State University-Stanislaus   1996 — 2000
B.A., Mathematics

Robert Waddell Robert Waddell Greater Boston Area Details
Robert Waddell's State street bank and trust Experience July 2007 - Present
Job Senior Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank and Trust   July 2007 - Present
Investors Bank & Trust  July 2000 - July 2007
State Street Bank and Trust   December 1988 - July 2000
Hanscom Federal Credit Union  May 1988 - December 1988

Skills
Financial Services, Structured Finance, Loans, Bonds, Structured Products, Securitization, CRM, Leveraged Finance, CDO, Analytics, ABS, Operations Management, Product Development, Fixed Income, Securities, Finance, Syndications, Funding, Relationship Management, Mutual Funds, Investments, Equities, Financial Risk

Education
University of Massachusetts, Amherst   1984 — 1988
Bachelor's Degree, Economics

Suffolk University   1994 — 1998
Master of Business Administration (M.B.A.)

Maynard High School   1980 — 1984
High School

John Rowell John Rowell Greater Boston Area Details
John Rowell's State street bank and trust Experience December 2012 - August 2013
Job Emerging Technologies Consultant
Industry Information Technology and Services
Experience
EMC  August 2015 - Present
Seismic Software  February 2015 - May 2015
State Street  June 2014 - August 2014
State Street Bank and Trust   December 2012 - August 2013
State Street  June 2011 - August 2012
State Street  December 2011 - January 2012

Skills
Financial Analysis, Bloomberg, Teamwork, Financial Services, Client Service Oriented, Management, Mutual Funds, Investments, Leadership, Microsoft Excel, Salesforce.com, PowerPoint, Thought Leadership, Sales Operations, Sales Process

Education
Assumption College   2011 — 2015
Candidate for a Bachelor of Science in Business Management, Minor: Finance

Cushing Academy   2010 — 2011
Post Graduate

Bobbie Carruthers Bobbie Carruthers Boston, Massachusetts Details
Bobbie Carruthers's State street bank and trust Experience April 2001 - November 2009
Job Alumni of University of Phoenix
Industry Accounting
Experience
State Street Bank and Trust   April 2001 - November 2009
MetLife  June 1990 - January 2001

Skills
Proficient in MS Excel,..., GAAP, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Auditing, General Ledger, Account Reconciliation, Financial Statements, Internal Controls, Accounts Payable, Sarbanes-Oxley Act, Accounts Receivable, US GAAP

Education
University of Phoenix   2010 — 2012
Associate of Arts (AA), Finance, General, 3.71

Burdett College   1986 — 1987
Certificate, Accounting

Michael Metcalf Michael Metcalf Greater Boston Area Details
Michael Metcalf's State street bank and trust Experience April 2013 - October 2013
Job Corporate Sales Development
Industry Information Technology and Services
Experience
VMTurbo  July 2015 - Present
VMTurbo  December 2014 - June 2015
Home Improvement Solutions   August 2014 - January 2015
Brill Securities  2014 - 2014
State Street Bank and Trust   April 2013 - October 2013
Subway  March 2012 - June 2013
Vector Marketing  April 2011 - August 2011

Skills
Sales, Social Networking, Marketing, Time Management, Management, Teamwork, People Skills, Customer Service, Networking, Public Speaking, Negotiation, Salesforce.com, Customer Retention, Microsoft Office, Highly motivated..., Cold Calling, PowerPoint, Strategic Sourcing, Virtualization, Microsoft Excel, Personal Development, Writing, Cloud Computing, Highly resourceful, Geometry, Social Media, VMware, VMTurbo, Salesforce, Solution Selling, Annual Reports

Education
UMass Boston   2012 — 2015
Bachelor's Degree, Political Science and Government

Fitchburg State College   2010 — 2012
Business Administration, Management and Operations

Middlesex Community College   2009 — 2010
Biology, General

Foxboro High School   2005 — 2009

Lou Chavez Lou Chavez Boston, Massachusetts Details
Lou Chavez's State street bank and trust Experience June 1994 - March 1996
Job
Industry Capital Markets
Experience
Fidelity Capital Markets  May 2007 - Present
Fidelity Capital Markets  July 2001 - May 2007
Fidelity Capital Markets: Los Angeles, CA   June 2004 - December 2005
Fidelity Capital Markets  March 2000 - July 2001
Barclays Capital  March 1996 - March 2000
State Street Bank and Trust   June 1994 - March 1996

Skills
Fixed Income, Series 7, Series 63, Capital Markets, Securities, FINRA, Financial Markets

Education
Boston University   1990 — 1994
BS

Boston University Questrom School of Business   1990 — 1994
BS

Christopher Moore Christopher Moore New York, New York Details
Christopher Moore's State street bank and trust Experience September 2008 - December 2010
Job
Industry Financial Services
Experience
AIG  May 2013 - March 2015
Citi  September 2011 - May 2013
STATE STREET BANK AND TRUST   September 2008 - December 2010
Citi  August 2003 - September 2008
ONESHIELD, INC.   January 2000 - January 2001
LEWTAN TECHNOLOGIES (Thompson Financial)   January 1999 - January 2000
STATE STREET BANK AND TRUST   January 1997 - January 1999
MOORE COMPUTER CONSULTANTS, INC   January 1995 - January 1997
FIDELITY INVESTMENTS INC  January 1993 - January 1994

Skills
Financial Modeling, Due Diligence, Forecasting, Team Building, Staff Development, Banking, Corporate Finance, Financial Services, Cash Management, Strategy, Business Strategy, Finance, Strategic Financial..., Valuation, Investments, Competitive Analysis, Analysis, Business Analysis, Managerial Finance, Business Development, Mergers & Acquisitions, Cross-functional Team..., Management, Budgets, Capital Markets, Leadership, Analytics

Education
The University of Chicago Booth School of Business   2001 — 2003
Master, Business Administration; Finance and Accounting

UNIVERSITY OF MASSACHUSETTS   1988 — 1992
Bachelor of Arts, Major Philosophy / Minor Economics

St. Joseph's School

Paul Caron Paul Caron Greater Boston Area Details
Paul Caron's State street bank and trust Experience February 2006 - Present
Job VP Application Development Director
Industry Financial Services
Experience
State Street Bank and Trust   February 2006 - Present
StateStreet Corporation  2006 - Present

Skills
Oracle EBS Financials, Oracle EBS Procurement, SDLC - RUP, AIM, SDLC, ERP, IT Strategy, Integration, Oracle E-Business Suite, Oracle, Strategy, PeopleSoft, Project Planning, Information Technology, Internal Controls, Data Center, Leadership, Financials, Master Data Management, Hyperion Enterprise, Finance, Procurement, Financial Services, Testing, CPA, Vendor Management, Business Intelligence, Business Analysis

Education
Long Island University (LIU)
MBA

Northeastern University   1971 — 1976
BA

Chris Buyu Chris Buyu Greater Boston Area Details
Chris Buyu's State street bank and trust Experience 2000 - 2003
Job Consultant at Liberty Realty
Industry Real Estate
Experience
Liberty Realty  February 2014 - Present
Mobile Surveys Inc.   May 2011 - January 2014
Liberty Realty  May 2008 - March 2011
GE Money  June 2006 - March 2008
Lehman Brothers Holdings Inc.  September 2003 - May 2006
State Street Bank and Trust   2000 - 2003
State Street  2000 - 2003

Skills
Financial Analysis, Business Strategy, Strategic Planning, Negotiation, New Business Development, Risk Management, Budgets, Microsoft Excel, Project Management, Investments, Finance, Financial Services

Education
Clark University   1995 — 1999
Bachelor of Arts, Business Management, Economics

University of Nairobi   1993 — 1995
BA, Economics, Sociology, Philosophy

Laura Leung Laura Leung Greater Boston Area Details
Laura Leung's State street bank and trust Experience April 1999 - Present
Job Financial Analyst at State Street Bank and Trust
Industry Financial Services
Experience
State Street Bank and Trust   April 1999 - Present
State Street Bank  1999 - 2007

Education
Northeastern University   2000 — 2007

Andrew Haber Andrew Haber Greater Boston Area Details
Andrew Haber's State street bank and trust Experience June 1989 - December 1993
Job Owner of Synaptic Communications, Inc.
Industry Information Technology and Services
Experience
Sunshine Academy  2006 - Present
Synaptic Communications, Inc.   January 1996 - Present
Forrester Research  November 1993 - December 1994
State Street Bank and Trust   June 1989 - December 1993

Skills
Data Integration, Lotus Notes, Lotus, Lotus Domino, Software Development, Project Management, Business Analysis, HTML, Architecture, SQL, Java, Entrepreneurship, LotusScript, JavaScript, CSS, Program Management, Security, Cloud Computing, Start-ups, Windows, Child Development, Web Development, Enterprise Software, Business Intelligence, Integration, Databases, Management, IT Strategy

Education
Boston University   1989 — 1993
MBA, Business

Boston University - School of Management   1985 — 1989
BSBA

Anna Xu Anna Xu Greater Boston Area Details
Anna Xu's State street bank and trust Experience July 2003 - February 2009
Job Application software developer
Industry Computer Software
Experience
Guardium, an IBM Company  2009 - Present
Hewlett-Packard - Vertica   2012 - 2015
Hewlett-Packard - Vertica   2012 - 2015
State Street Bank and Trust   July 2003 - February 2009
State Street Bank  2003 - 2009
Nuera Communications  1999 - 2002
Nokia Mobile Phones  1998 - 1999

Skills
Databases

Education
University of Waterloo   1992 — 1994
M.S CS, Computer Science

Shanghai Jiao Tong University   1986 — 1989
MS. CE, Computer Engineering

Shanghai Jiao Tong University   1982 — 1986
MS. EE, Electrical Engineering

Bob Blayer Bob Blayer Greater Boston Area Details
Bob Blayer's State street bank and trust Experience October 1993 - August 1997
Job VP, Relationship Management at Vestmark
Industry Computer & Network Security
Experience
Vestmark  June 2008 - Present
VASCO Data Security International   March 2007 - May 2008
ACI Worldwide (FKA P&H Solutions)   October 2006 - March 2007
P&H Solutions  January 1999 - October 2006
State Street Bank and Trust   October 1993 - August 1997
Multitrak Software Development Company   1991 - 1993
John Hancock  1984 - 1987

Skills
Enterprise Software, SaaS, Product Management, Salesforce.com, Cloud Computing, Financial Services, Business Analysis, Solution Selling, CRM, Integration, Vendor Management, Business Development, Program Management, Account Management, Project Management, Cross-functional Team..., Agile Methodologies, Strategy, Process Improvement, PMP, Strategic Partnerships, Business Process..., Business Process

Education
Salem State University   2006 — 2007
Certificate, Certified Financial Planner

Salem State College   1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General

Salem State University   1977 — 1982

Anne Lasalvia Anne Lasalvia Greater Boston Area Details
Anne Lasalvia's State street bank and trust Experience October 1987 - February 2000
Job BSA/AML Compliance Officer
Industry Banking
Experience
Boston Community Capital  March 2012 - Present
Sovereign Bank  September 2010 - April 2012
Daley and Associates  May 2010 - September 2010
Ledgent  July 2008 - May 2010
Robert Half  July 2005 - July 2008
Fleet Bank  July 2000 - July 2005
State Street Bank and Trust   October 1987 - February 2000
Riverside Community Care  December 1993 - June 1996

Skills
Interviewing, Interviews, Cold Calling, Temporary Placement, Performance Management, Business Development, Temporary Staffing, Technical Recruiting, Recruiting, Human Resources, Staffing Services, Applicant Tracking..., Negotiation, Talent Acquisition, Commercial Banking, Mortgage Banking, Retail Banking, Banking Law, Banking, Commercial Lending, Commercial Real Estate, Commercial Lines, Loans, Compliance, Cash Management, Residential Mortgages, Metrics, Performance Metrics, Management, Financial Services, Credit, Mortgage Lending, Strategy, Risk Management, Sales, Investments, Executive Management, Relationship Management, Employee Benefits, Small Business, Underwriting, College Recruiting, Building Relationships, Benefits Negotiation, Hiring, Internet Recruiting, Executive Search, Onboarding, Contract Recruitment, Leadership

Education
Boston University   1997 — 1999
MS, Psychology

University of Massachusetts Boston   1993 — 1997
BS/BA, Criminal Justice/Sociology

Notre Dame Academy   1982 — 1986

Jeff Carlin Jeff Carlin San Francisco Bay Area Details
Jeff Carlin's State street bank and trust Experience February 1993 - September 1995
Job Managing Director, National Sales Manager at Nuveen Investments
Industry Financial Services
Experience
Olympic Club Foundation   January 2011 - Present
Nuveen Investments  July 2010 - Present
Investment Management Consultants Association  January 2008 - January 2012
IndexIQ  January 2009 - July 2010
Charles Schwab  December 2002 - January 2009
Schwab Institutional  December 2002 - January 2009
Smith Barney  September 1995 - December 2002
State Street Bank and Trust   February 1993 - September 1995

Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, ETFs, Investments, Asset Allocation, Wealth Management, Asset Managment, Hedge Funds, Separately Managed..., Investment Advisory, Portfolio Management, Investment Strategies, Series 24

Education
San Diego State University-California State University   1987 — 1992
BS, Finance, emphasis in Real Estate

Kathleen (Davin) Davin Kathleen (Davin) Davin Greater Boston Area Details
Kathleen (Davin) Davin's State street bank and trust Experience July 2007 - October 2010
Job Administration
Industry Banking
Experience
Santander Bank, N.A.   November 2013 - Present
Sovereign Bank  February 2013 - Present
Santander Bank, N.A.   November 2012 - Present
Cell Press/Elsevier  August 2012 - Present
JPMorgan Chase  May 2011 - July 2011
State Street Bank and Trust   July 2007 - October 2010
Navigant Consulting, Inc  June 2006 - July 2007
Columbia Management Group  April 2001 - June 2006
Bank of America  April 2000 - June 2006
Bank of America  2001 - 2006

Skills
Compliance, Asset Management, Due Diligence, Investments, Audit, Risk Management, Mutual Funds, Process Improvement, Documentation, Administration, General Office Duties, Compliance Management, Regulatory Risk, Risk Monitoring, Risk Measurement, Compliance Testing, Issues Resolution, Auditing, System Administration

Education
2002- 2006UNIVERSITY OF MASSACHUSETTS   2002 — 2006
MASTERS, BUSINESS ADMINISTRATION

Emerson College   1994 — 1997
BACHELOR OF SCIENCE (B.S), Communication Studies

American Academy of Dramatic Arts   1992 — 1995
ACTING

Bosotn University

Tom Olney Tom Olney Greater Boston Area Details
Tom Olney's State street bank and trust Experience January 1996 - January 1997
Job Former Director at Highmount Capital LLC/Operations
Industry Financial Services
Experience
Highmount Capital LLC   June 2007 - May 2012
Freedom Capital Management LLC   August 1997 - February 2007
State Street Bank and Trust   January 1996 - January 1997
Paul Gryska for Congress Committee   January 1996 - December 1996
Smith Barney  January 1990 - January 1995

Skills
Series 63, Series 7, Securities, Trading, Windows, Account Reconciliation, Microsoft Word, Fixed Income, Equities, Axys, ACD, Bloomberg, ByAllAccounts, Investments, Asset Allocation, Mutual Funds, Retirement Planning, Investment Strategies, Private Equity, Asset Management

Education
St. Paul's School   1977 — 1980

Hamilton College

James Sharkansky James Sharkansky Greater Boston Area Details
James Sharkansky's State street bank and trust Experience September 1987 - June 1990
Job Assistant controller at MP Sports Club Company
Industry Hospitality
Experience
Millennium Parners Sports Club Company llc.( The Sports Club / LA )   November 2001 - Present
Robert Sharkansky & Company   March 1991 - September 2001
Reebok International Ltd.  June 1989 - November 1990
State Street Bank and Trust   September 1987 - June 1990

Education
Northeastern University   1983 — 1987

Lynn Heislein, CTP Lynn Heislein, CTP Reno, Nevada Area Details
Lynn Heislein, CTP's State street bank and trust Experience 1994 - 1999
Job Vice President and Relationship Manager Wells Fargo Nevada Government Services
Industry Financial Services
Experience
Wells Fargo Bank  2007 - Present
BNY Mellon (formerly The Bank of New York Trust Company)   2004 - 2007
Barclays Global Investors  1999 - 2004
State Street Bank and Trust   1994 - 1999
Wells Fargo Nikko Investment Advisors  1987 - 1994

Skills
Mutual Funds, Asset Managment, Investments, Equities, Securities, Financial Services, Banking, Asset Management, Accounting, Fund Accounting, Series 7, Credit, Investment Management, CRM, Treasury Management, Cash Management, Relationship Management, Portfolio Management

Education
Leadership Reno Sparks   2009 — 2009

University of Oregon - Charles H. Lundquist College of Business   1980 — 1982
BS, Accounting

Michael Pukala Michael Pukala Greater Boston Area Details
Michael Pukala's State street bank and trust Experience July 2006 - August 2009
Job Performance Management Analyst
Industry Government Administration
Experience
Commonwealth of Massachusetts  July 2014 - Present
State Street  April 2014 - June 2014
State Street  May 2011 - March 2014
State Street  August 2009 - May 2011
State Street Bank and Trust   July 2006 - August 2009

Skills
Finance, Bloomberg, Fixed Income, Financial Reporting, Account Reconciliation, Microsoft Word, Global Custody, Accounting, Microsoft Excel, Management, Managerial Experience, Business Relations, Performance Analysis, Security Audits, Client Liaison, Money Market, Project Management, Cognos, Portfolio Management, Strategy

Education
Merrimack College
Bachelor of Arts, Sociology, Psychology Minor

Noel Chichester Noel Chichester United States Details
Noel Chichester's State street bank and trust Experience October 2007 - April 2011
Job Case Manager
Industry Government Relations
Experience
Los Angeles County Housing Authority  August 2011 - Present
State Street Bank and Trust   October 2007 - April 2011
Automatic Data Processing  August 2002 - September 2007
Automatic Data Processing  August 1999 - August 2002
Defense Finance and Accounting Services  July 1997 - August 1999

Skills
Case Management, Microsoft Office, Accounting, Customer Service, Case Managment, Project Management, Policy, Employee Benefits, Event Planning, Research, Management, Teamwork, Time Management, Analysis, Training

Education
University of Redlands   2007 — 2009
Masters of Arts, Business Management

California State University-San Bernardino - College of Business and Public Administration   2005 — 2007
Bachelor of Arts, Business Administration

Charles Hong Charles Hong Orange County, California Area Details
Charles Hong's State street bank and trust Experience August 2001 - Present
Job Officer at State Street Bank and Trust
Industry Financial Services
Experience
State Street Bank and Trust   August 2001 - Present
Gary Kaplan & Associates   2000 - 2001

Education
Chapman University, The George L. Argyros School of Business and Economics   1998 — 2000

Stephen Novo Stephen Novo Toronto, Canada Area Details
Stephen Novo's State street bank and trust Experience September 1996 - August 2001
Job Vice President Head of Canadian Equity and Fixed Income Lending
Industry Financial Services
Experience
StateStreet Bank  September 2006 - Present
State Street Securities Finance  September 2006 - Present
State Street Securities Finance  March 2003 - September 2006
State Street Securities Finance  August 2001 - March 2003
State Street Bank and Trust   September 1996 - August 2001

Skills
Collateral Management, Securities Lending

Education
King's University College   1990 — 1995

CFA Institute

Canadian Securities Institute

Canadian Securities Institute
Bachelors Degree, Economics

Western University

Jon Whiting Jon Whiting Greater Boston Area Details
Jon Whiting's State street bank and trust Experience July 2006 - July 2008
Job Managing Director at State Street. NonUS Equity Lending
Industry Financial Services
Experience
State Street Bank  July 2008 - Present
State Street Bank and Trust   July 2006 - July 2008
State Street Bank  July 2003 - June 2006

Skills
Equities, Bloomberg, Fixed Income, Trading, Hedge Funds, Derivatives, Securities, Capital Markets, Financial Services, Corporate Actions

Education
Cornell University   1997 — 2001

Sean Lussier Sean Lussier Greater Boston Area Details
Sean Lussier's State street bank and trust Experience 2000 - 2003
Job Portfolio Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors  March 2007 - Present
State Street Bank and Trust   2000 - 2003

Education
Massachusetts College of Liberal Arts   1997 — 2000
Bachelor, Business Administration

Joel Cough Joel Cough Boston, Massachusetts Details
Joel Cough's State street bank and trust Experience 2007 - 2010
Job V.P. Relationship Management at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   April 2014 - Present
National Financial Partners  January 2013 - April 2014
North Star Resource Group  February 2011 - January 2013
State Street Bank and Trust   2007 - 2010
USBank  December 2002 - July 2007

Skills
Financial Services, Finance, Financial Analysis, Relationship Management, Structured Finance, CDO, Corporate Trust

Education
University of Maine   1996 — 2000
Bachelor of Science, Business Administration

Michael Rhenow Michael Rhenow Greater Boston Area Details
Michael Rhenow's State street bank and trust Experience January 2000 - November 2000
Job AVP Human Resources Retirement Services Delivery at Bank of America
Industry Financial Services
Experience
Bank of America  August 2013 - Present
Bank of America  January 2012 - August 2013
Boston Financial Data Services  October 2009 - September 2011
Boston Financial Data Services  May 2006 - October 2009
Boston Financial Data Services  July 2005 - May 2006
CitiStreet  April 2003 - July 2005
Greenfield Savings Bank  July 2002 - April 2003
Fields of Harvest   August 2001 - July 2002
State Street Bank  November 2000 - August 2001
State Street Bank and Trust   January 2000 - November 2000

Skills
401k, Retirement, Customer Relations, Mutual Funds, Excel, Customer Service, Microsoft Office, PowerPoint, Outlook, Word, Problem Solving, ERISA, Coaching, Microsoft Excel, Analysis, Account Management, Banking, Business Analysis, Call Center, Call Centers, Change Management, Data Analysis, Employee Benefits, Equities, Financial Analysis, Financial Services, Human Resources, Investments, Leadership, Management, Microsoft Word, Portfolio Management, Process Improvement, Project Management, Relationship Management, Securities, System Administration, Team Building, Team Leadership, Training

Education
Eastern Nazarene College   1992 — 1996
Bachelor of Arts, History

Christopher Neault Christopher Neault Greater Boston Area Details
Christopher Neault's State street bank and trust Experience 1997 - 1998
Job Assistant Director Client Services at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  January 2013 - Present
The Hartford  March 2008 - December 2012
Sun Life Retirement Services   January 2007 - March 2008
MFS Investment Management  1998 - 2008
State Street Bank and Trust   1997 - 1998

Skills
401k, Mutual Funds, Series 6, Retirement, Series 63, Pensions, Wealth Management, Relationship Management, Vendor Management, Defined Benefit, CRM, Insurance, Retirement Planning, IRAs, ERISA, Defined Contribution

Education
Boston College   1991 — 1995
Bachelor of Arts (B.A.), Communications and Marketing

Xaverian   1987 — 1991

Anne Chlebnik Anne Chlebnik Greater Boston Area Details
Anne Chlebnik's State street bank and trust Experience July 2005 - September 2015
Job Relationship Management / Financial Services
Industry Financial Services
Experience
Exploring new opportunities  September 2015 - Present
State Street Bank and Trust   July 2005 - September 2015
US Bank  January 2003 - July 2005
State Street  October 1997 - January 2003

Skills
Financial Services, Fixed Income, Accounting, Alternative Investments, Analysis, Asset Allocation, Asset Management, Back Office, Banking, Bloomberg Terminal, Bloomberg, CDO, Business Analysis, Capital Markets, Cash Management, Corporate Actions, Credit Derivatives, Due Diligence, Derivatives, Equities, FX Options, Finance, Financial Reporting, Financial Modeling, Financial Markets, Fund Accounting, Fund Administration, Fund Of Funds, Hedge Funds, Investment Banking, Investment Management, Investments, Loans, Middle Office, Mutual Funds, Portfolio Management, Process Improvement, Project Management, Risk Management, Securitization, Securities, Global Custody, Structured Products, Structured Finance, Settlement, Series 63, Bonds, Wealth Management, Valuation, Trading Systems

Education
Suffolk University - Sawyer Business School   2003 — 2005
Master of Business Administration (M.B.A.), Finance

Boston University School of Business   1992 — 1996
Bachelor’s Degree, Accounting

Sameer Jamal Sameer Jamal Toronto, Canada Area Details
Sameer Jamal's State street bank and trust Experience November 2005 - November 2006
Job Director, Investment Operations at AGF Management Limited
Industry Financial Services
Experience
AGF Management Limited  July 2011 - Present
State Street Global Services - Alternative Investments   June 2008 - June 2011
State Street Bank and Trust - Alternative Investments   January 2008 - June 2008
SSNC Technologies   December 2006 - December 2007
State Street Bank and Trust   November 2005 - November 2006

Skills
Mutual Funds, Bloomberg, Fund Accounting, Fixed Income, Hedge Funds, Derivatives, Equities, Securities, Fund Administration, Investments, Valuation, Alternative Investments, Investment Strategies, Financial Services, Portfolio Management

Education
McMaster University   2000 — 2004
Hon B. Commerce, Computer Science, Accounting Major; Mathematics

Janice Morrell Janice Morrell Greater New York City Area Details
Janice Morrell's State street bank and trust Experience 2002 - 2004
Job Head of Resource Management for Global Business Services Change Management
Industry Banking
Experience
Deutsche Bank  May 2012 - Present
Bank of America  June 2006 - May 2012
US Trust  2005 - 2006
Deutsche Bank  January 1999 - January 2004
State Street Bank and Trust   2002 - 2004
Deutsche Bank  1999 - 2002
Bankers Trust  1987 - 2000

Skills
Fixed Income, Capital Markets, Equities, Operational Risk..., Back Office, Asset Managment, Wealth Management, Portfolio Management, Mutual Funds, Middle Office, Banking, Trading, Financial Risk, Corporate Trust, Structured Products, Cash Management, Hedge Funds

Education
Montclair State University

James Blake James Blake Philadelphia, Pennsylvania Details
James Blake's State street bank and trust Experience March 1987 - December 1989
Job
Industry Financial Services
Experience
Macquarie Capital Investment Management LLC   April 2011 - September 2014
Macquarie Infrastructure and Real Assets Inc.   August 2011 - July 2014
Macquarie Infrastructure Partners Inc.   August 2011 - July 2014
Delaware Investments, a member of the Macquarie Group  August 2001 - April 2011
Loomis Sayles & Company, L.P.   June 1998 - July 2001
Scudder Kemper Investments, Inc.   April 1997 - June 1998
Chase Global Funds Service Company   February 1992 - March 1997
John Hancock Advisors, Inc.   December 1989 - January 1992
State Street Bank and Trust   March 1987 - December 1989

Skills
Equities, Bloomberg, Investments, Fixed Income, Mutual Funds

Education
Clarkson University   1986 — 1986
MBA, Finance/Economics

State University of New York College at Potsdam   1981 — 1985
BA, Economics

Chris Toyooka Chris Toyooka San Francisco Bay Area Details
Chris Toyooka's State street bank and trust Experience May 2006 - August 2010
Job Implementation Manager at Global Collect
Industry Financial Services
Experience
Global Collect   March 2012 - Present
State Street  August 2010 - March 2012
State Street Bank and Trust   May 2006 - August 2010

Skills
Risk Analytics, Financial Analysis, Management, Program Management, Business Analysis, Portfolio Management, Risk Management, Analysis, Investments, Process Improvement, Finance, Data Analysis

Education
California State University-Sacramento   2007 — 2008
MBA

University of California, San Diego   1998 — 2001
BA

Diana Rigor Diana Rigor Greater Boston Area Details
Diana Rigor's State street bank and trust Experience June 2004 - April 2011
Job Assurance Associate PwC
Industry Accounting
Experience
PwC  April 2011 - Present
State Street Bank and Trust   June 2004 - April 2011

Skills
Financial Analysis, Microsoft Office, Asset Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2007 — 2009
MS, Accounting

Smith College   2000 — 2004
BS, Mathematics

Jeremy Genrich Jeremy Genrich Kansas City, Missouri Area Details
Jeremy Genrich's State street bank and trust Experience June 2000 - February 2005
Job Grain Merchandiser
Industry Farming
Experience
Bartlett Grain Co  August 2011 - Present
Bartlett Grain Co  September 2010 - August 2011
Bartlett Grain Co  April 2010 - September 2010
Bartlett Grain Co  February 2005 - April 2010
State Street Bank and Trust   June 2000 - February 2005

Skills
Grain, Agriculture, Commodity, Agribusiness, Trading, Commodity Risk..., Options, International Trade, Customer Service, Logistics, Management, Wheat, Export, Farms, Agronomy, Hedging, Commodity Markets

Education
Kansas State University   1995 — 2000
B.S., Accounting and Finance

Joan Pylelo Joan Pylelo Kansas City, Missouri Area Details
Joan Pylelo's State street bank and trust Experience September 2008 - Present
Job Senior Financial Reporting Accountant Assistant Vice President at Swiss Re
Industry Accounting
Experience
Swiss Re  June 2012 - Present
State Street Bank and Trust   September 2008 - Present
State Street Bank and Trust   October 2007 - September 2008
State Street Bank and Trust   May 2007 - October 2007
State Street Bank and Trust   September 2006 - May 2007
Investment Accounting   September 2003 - September 2006
Investment Accounting   October 2000 - September 2003

Skills
Accounting, Mutual Funds, Financial Reporting, Fund Accounting, Fund Administration, Account Reconciliation, Auditing, Finance, General Ledger, Hedge Funds, Investments, Securities

Education
University of Iowa   1996 — 2000
Bachelor, Business Administration; Finance and Marketing

Tom Montgomery Tom Montgomery Greater Boston Area Details
Tom Montgomery's State street bank and trust Experience June 1991 - October 1994
Job President at Cenotech Solutions LLC
Industry Financial Services
Experience
Cenotech Solutions LLC   October 2013 - Present
DST Global Solutions  August 2007 - February 2013
Mosiki Development   January 2000 - August 2007
DST International  October 1994 - July 1999
State Street Bank and Trust   June 1991 - October 1994

Skills
Strategic Planning, Management Consulting, Professional Services, SDLC, Business Analysis, Software Project..., Financial Services, SaaS, Asset Managment, CRM, Software Implementation, Business Process..., IT Strategy, Outsourcing, Consulting, Vendor Management, Asset Management

Education
Suffolk University - Sawyer School of Management   1991 — 1995
Master of Business Administration (MBA), Finace

Stonehill College   1987 — 1991
Bachelor of Science, Business Administration

Winthrop High School   1984 — 1987
Bachelor's degree

Todd McEntee Todd McEntee Providence, Rhode Island Area Details
Todd McEntee's State street bank and trust Experience 2005 - 2006
Job Treasury Manager at GTECH
Industry Information Technology and Services
Experience
GTECH S.p.A.   November 2013 - Present
GTECH S.p.A.   August 2008 - November 2013
Fidelity Investments  2006 - 2008
State street bank and trust   2005 - 2006

Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Variance Analysis, Corporate Finance, SAP, Cash Flow, Treasury, General Ledger, Budgets, Forecasting, Financial Reporting, Series 7, Finance, Managerial Finance, Sarbanes-Oxley Act

Education
University of Rhode Island - College of Business Administration   2001 — 2005
B.S., Finance

Boureima Adamou Boureima Adamou Raleigh-Durham, North Carolina Area Details
Boureima Adamou's State street bank and trust Experience 2005 - 2007
Job Senior Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  2011 - Present
eSecLending  February 2007 - April 2010
State Street Bank and Trust   2005 - 2007

Education
Dickinson College   2002 — 2005

Bunker Hill Community College

Yves Valentine Yves Valentine Needham Heights, Massachusetts Details
Yves Valentine's State street bank and trust Experience July 2005 - December 2011
Job Senior Compliance Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments  July 2013 - October 2014
State Street Bank and Trust   July 2005 - December 2011
State Street  July 2005 - December 2011

Skills
Derivatives, Credit, Forecasting, Series 63, Portfolio Management, Analysis, Bloomberg, Investments, Mutual Funds, Securities, Equities, Fixed Income, Financial Services, Asset Management, Financial Analysis, Trading, Customer Service, Risk Management, Funding, Microsoft Excel

Education
Fisher College   2002 — 2005
Bachelor's in Science, Business Management

New England School of Finance
Pending Master's of Science, Business Ethics and Compliance, concentration in Forensic Accounting

Bart Brandon Bart Brandon Overland Park, Kansas Details
Bart Brandon's State street bank and trust Experience January 2010 - Present
Job Accounting/Pricing Specialist
Industry Accounting
Experience
State Street Bank and Trust   January 2010 - Present
AXA Advisors  December 2008 - November 2009
ADM  June 2003 - August 2005

Skills
Financial Analysis, Bloomberg, Strategic Financial..., Investments, Financial Reporting, Equities, Valuation, Securities, Derivatives, Financial Statement..., Accounting, Financial Risk

Education
Southern Illinois University, Carbondale   2004 — 2008
Bachelors of Science, Finance

Souchitra Vongsomphou Souchitra Vongsomphou Greater Boston Area Details
Souchitra Vongsomphou's State street bank and trust Experience June 2007 - July 2008
Job Investment Associate
Industry Financial Services
Experience
PanAgora Asset Management  July 2008 - Present
Caterstaff of Boston   November 2005 - Present
State Street Bank and Trust   June 2007 - July 2008

Skills
Bloomberg, Fixed Income, Asset Managment, Investments, Financial Modeling, Securities

Education
Johnson & Wales University   2008 — 2010
Associate in Science, Culinary Arts

Boston University
Bachelor of Arts, Economics and Mathematics

Kimberly Costa Kimberly Costa Greater Boston Area Details
Kimberly Costa's State street bank and trust Experience 2005 - Present
Job Vice President at State Street Corporation
Industry Banking
Experience
State Street Bank and Trust   2005 - Present
Airbus  1992 - 2004

Education
Harvard University   1981 — 1985
A.B., Romance Languages and Literature

Daniella Boni Daniella Boni Greater San Diego Area Details
Daniella Boni's State street bank and trust Experience 2006 - 2007
Job Marketing Director at Callan Capital
Industry Financial Services
Experience
Callan Capital   July 2014 - Present
PTI Marketing Technologies  October 2013 - June 2014
Fidelity Investments  October 2012 - October 2013
Crestwood Advisors LLC  September 2007 - October 2012
State Street Bank and Trust   2006 - 2007
Product Ventures  August 2005 - May 2006
Morgan Stanley Wealth Management  May 2005 - August 2005

Skills
Marketing, Marketing Strategy, Email Marketing, Social Media Marketing, CRM, Direct Marketing, Client Relations Skills, Blogging, Marketing Communications, Social Media, Corporate Branding, Event Planning, Digital Marketing, Project Management, Corporate Events, Content Writing, Video, Mutual Funds, Sales, Investment..., Public Relations

Education
Northeastern University - Graduate School of Business Administration   2010 — 2012
Master of Business Administration (MBA), Marketing

Fairfield University   2002 — 2006
Bachelor of Science (BS), Marketing

Matthew Etkind Matthew Etkind Greater New York City Area Details
Matthew Etkind's State street bank and trust Experience August 2007 - August 2012
Job Operations Supervisor
Industry Investment Management
Experience
Stone Harbor Investment Partners  August 2012 - Present
State Street Bank and Trust   August 2007 - August 2012
State Street  July 2006 - August 2007

Skills
Investments, Mutual Funds, Account Reconciliation, Financial Services, Management, Bloomberg, Fixed Income, Equities, Securities, Asset Management, Derivatives

Education
University of Massachusetts, Amherst   2003 — 2006
Bachelors of Science, Resource Economics

Holliston High School   1998 — 2002

Lisa Franks Lisa Franks Greater Boston Area Details
Lisa Franks's State street bank and trust Experience 1996 - 2006
Job Partner at Taylor Wealth Management Partners
Industry Financial Services
Experience
Taylor Wealth Management Partners   January 2014 - Present
Sequence LLC   2009 - Present
Crosscut Capital   April 2006 - August 2007
State Street Bank and Trust   1996 - 2006
JPMorgan Chase  September 1992 - March 1996
Combined Properties  September 1988 - August 1989
Eichman Properties   September 1987 - September 1988
Shearson Lehman  September 1985 - September 1987

Skills
Hedge Funds, Investments, Equities, Private Equity, Product Development, Product Marketing, Sales Management, Entrepreneurship, Start-ups, Management

Education
Harvard Business School   1989 — 1991
MBA

Harvard University   1981 — 1985
BA, Economics

Rachel Eaton Rachel Eaton Raleigh-Durham, North Carolina Area Details
Rachel Eaton's State street bank and trust Experience August 2005 - February 2007
Job PHIAS
Industry Financial Services
Experience
Medical Mutual Insurance Company of North Carolina  March 2012 - Present
John Hancock  October 2010 - August 2011
John Hancock  April 2010 - October 2010
John Hancock Life Insurance Company (U.S.A.)   June 2008 - April 2010
John Hancock  February 2007 - June 2008
State Street Bank and Trust   August 2005 - February 2007
Putnam Investments  December 2003 - April 2004

Skills
Process Improvement, Leadership

Education
Bridgewater State University   2001 — 2005
Bachelor's Degree, Management; International Relations

Bridgewater State University
Bachelor's Degree, Management; International Relations

Goran Subasic Goran Subasic Lawrence, Kansas Area Details
Goran Subasic's State street bank and trust Experience March 2009 - December 2010
Job Legal Administative Specialist (Benefit Authorizer) at Social Security Administration
Industry Government Administration
Experience
Social Security Administration  June 2014 - Present
Internal Revenue Service  March 2014 - May 2014
Jung Brothers Inc.   August 2012 - November 2013
State Street Bank and Trust   March 2009 - December 2010
Park University  August 2006 - May 2008
Hotel Phillips  April 2004 - August 2006
Cardinal Health  January 2003 - April 2004

Skills
Account Reconciliation, Auditing, Accounting, Finance, Software Documentation, Time Management, Teamwork, Bloomberg, Customer Service, Investments, Portfolio Management, Internal Controls, Mutual Funds, Troubleshooting, Management

Education
Park University   2008 — 2010
Masters, Business Administration; with the emphasis on International Business

Park University   2004 — 2008
Bachelor of Arts, Business Administration; Management

Yuliya Ustsinenka, CFA Yuliya Ustsinenka, CFA Greater Boston Area Details
Yuliya Ustsinenka, CFA's State street bank and trust Experience August 2009 - March 2011
Job Portfolio Analyst at MetLife
Industry Financial Services
Experience
MetLife  July 2013 - Present
Pioneer Investments  April 2011 - July 2013
State Street Bank and Trust   August 2009 - March 2011
State Street Bank and Trust   December 2007 - July 2009

Education
CFA Institute

Northeastern University   2004 — 2007
BSBA, Finance

Gomel State University   1998 — 2002
Unfinished Diploma, English, French

Andy Donohue Andy Donohue Greater Boston Area Details
Andy Donohue's State street bank and trust Experience August 2000 - August 2001
Job Vice President, Instutional Sales at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   January 2013 - Present
RBC Global Asset Management (U.S.) Inc.   February 2012 - Present
Pyramis Global Advisors  January 2009 - January 2012
State Street Global Advisors  January 2008 - December 2008
Wellington Management  June 2005 - January 2008
International Client Service   January 2005 - June 2005
Deutsche Bank  August 2001 - July 2003
State Street Bank and Trust   August 2000 - August 2001

Education
D'Amore-McKim School of Business at Northeastern University   2003 — 2005
MBA, MBA

Union College   1996 — 2000
BA, Economics and Modern Languages

Kathy Rando Kathy Rando Greater Boston Area Details
Kathy Rando's State street bank and trust Experience June 1987 - June 1988
Job Vice President of Finance at Tradeweb
Industry Financial Services
Experience
Tradeweb  2004 - Present
– Corporate Communications Broadcasting Network (CCBN)   June 2002 - April 2004
Thomson Reuters (Formerly Thomson Financial)   June 2001 - June 2002
Thomson Reuters (Formerly Thomson Financial)   June 1994 - June 2001
Thomson Reuters, fomerly Thomson Financial   2000 - 2001
The Boston Company  June 1988 - June 1994
State Street Bank and Trust   June 1987 - June 1988

Skills
Forecasting, Payroll, Financial Modeling, Financial Analysis, Financial Reporting, General Ledger, Mergers, Accounting, Fixed Income, Financial Services, Acquisition Integration, Accounts Payable, Portfolio Management, Business Analysis, Finance, Due Diligence, Financial Accounting

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1991 — 1994
MBA, Accounting

Isenberg School of Management, UMass Amherst   1983 — 1987
BA, Accounting

Ann Seffens Ann Seffens San Francisco Bay Area Details
Ann Seffens's State street bank and trust Experience June 1994 - February 1996
Job Finance and Accounting Professional
Industry Accounting
Experience
Scott Lamp Company, Inc   November 2014 - Present
Kaiser Permanente  July 2012 - September 2014
American Medical Response  March 2007 - May 2012
Kaiser Permanente  February 2005 - March 2007
Kaiser Permanente  June 2003 - February 2005
Kaiser Permanente  September 2000 - May 2003
Dexter Corporation  August 1997 - September 2000
Prints Plus, Inc  July 1997 - August 1997
Prints Plus, Inc  February 1996 - July 1997
State Street Bank and Trust   June 1994 - February 1996

Skills
Variance Analysis, Financial Reporting, Financial Modeling, Forecasting, Business Objects, General Ledger, Budget, Accounting, Financial Statements, Strategic Planning, Microsoft Excel, GAAP, Account Reconciliation, Access, Budgets, iWork, Visio, Analysis, Financial Analysis, Process Improvement

Education
California State University-East Bay
Bachelor's Degree, Business; Accounting Option

Frank Eipper Frank Eipper Greater New York City Area Details
Frank Eipper's State street bank and trust Experience February 2003 - January 2012
Job Retired at State Street
Industry Banking
Experience
State Street  January 2012 - Present
State Street  February 2003 - January 2012
State Street Bank and Trust   February 2003 - January 2012
Bankers Trust Company  1983 - 1999

Skills
Mutual Funds, Fixed Income, Global Custody, Equities, Hedge Funds, Securities, Risk Management, Alternative Investments, Derivatives

Education
St. John's University   1966 — 1971
Business/Managerial Economics

William Cullen Bryant High School   1963 — 1966

thomas donohue thomas donohue Greater New York City Area Details
thomas donohue's State street bank and trust Experience 1991 - 1996
Job Sr Technical Director at Oracle
Industry Information Technology and Services
Experience
Oracle  Manager Dealer Operationssecurity pacific national trust na1984 - 1999
state street bank and trust   1991 - 1996
Dodge Group   1991 - 1993

Skills
Business Intelligence, Enterprise Software, Oracle E-Business Suite, Oracle Applications, Pre-sales, CRM, Enterprise Architecture, SaaS, IT Strategy, Solution Architecture, Program Management, Cloud Computing, Integration, ERP, Professional Services, Business Process, Data Warehousing, SDLC

Education
University of New Haven   1978 — 1982
ba, business

Raritan high school   1974 — 1978
genreal, general

Rea Dado Rea Dado Greater New York City Area Details
Rea Dado's State street bank and trust Experience June 2008 - August 2008
Job Exotics Product Controller
Industry Banking
Experience
Morgan Stanley  August 2014 - Present
Morgan Stanley  August 2013 - August 2014
Morgan Stanley  June 2012 - August 2013
Morgan Stanley  June 2011 - August 2011
Merrill Lynch  January 2011 - May 2011
State Street Bank and Trust   June 2008 - August 2008
Harvard Prevention Research Center  October 2007 - May 2008

Skills
Bloomberg

Education
New York University, College of Arts and Sciences   2008 — 2012
Bachelor of Arts, Economics

Boston Latin School   2002 — 2008
College Preparatory

Eric Doran Eric Doran Kansas City, Missouri Area Details
Eric Doran's State street bank and trust Experience March 1999 - April 2001
Job Quality Analyst
Industry Financial Services
Experience
DST Systems  October 2009 - Present
Sprint  April 2005 - March 2009
Sprint Nextel Corporation  2001 - 2009
Sprint  April 2001 - April 2005
State Street Bank and Trust   March 1999 - April 2001
DST Systems  April 1994 - March 1999
Brotherhood Bank & Trust  November 1992 - April 1994

Skills
PeopleSoft, Business Analysis, Project Management, Business Process, SQL

Education
Kansas State University   1989 — 1992
Bachelor of Science, Communications

Johnson County Community College   1987 — 1989
Associates of Arts, Business

Sally Stubbs Sally Stubbs Greater Boston Area Details
Sally Stubbs's State street bank and trust Experience 1976 - 2014
Job Retired State Street Vice President
Industry Banking
Experience
STATE STREET BANK AND TRUST   1976 - 2014

Skills
Financial Services, Risk Management, Securities, Investments, Banking, Equities, Mutual Funds

Education
University of Massachusetts, Amherst   1971 — 1975
Bachelor's Degree, English Literature

Diana Perlman Diana Perlman Greater Boston Area Details
Diana Perlman's State street bank and trust Experience April 2014 - Present
Job Vice President, Compliance Manager
Industry Financial Services
Experience
State Street Bank and Trust   April 2014 - Present
RBS Citizens Financial Group  April 2013 - March 2014
MassMutual Financial Group  August 1999 - April 2013

Skills
Mutual Funds, Series 7, Investments, Series 63, Securities, Wealth Management, Insurance, Life Insurance, Series 6, FINRA, Variable Annuities, Stocks, OFAC, Wealth, Investment Management, AML, Risk Management, Fixed Annuities, Investment Advisory, Asset Management, IRAs, Wealth Management..., High Net Worth..., Series 24, Banking, Equities, Financial Services, Anti Money Laundering

Education
Bryant College   1991 — 1994
Bachelor's degree, Finance and Financial Management Services

Raja Sampath Raja Sampath Greater Boston Area Details
Raja Sampath's State street bank and trust Experience December 2007 - February 2009
Job java consultant at FinSoft Consultants Inc
Industry Information Technology and Services
Experience
FinSoft Consultants Inc   March 2009 - Present
Siteworx, LLC  2015 - 2015
Chase Paymentech  2010 - 2012
State Street Bank and Trust   December 2007 - February 2009
Multivision Inc  July 2006 - November 2007

Skills
Integration, SDLC, Databases, JMS, Requirements Analysis, Solution Architecture, Requirements Gathering, Software Project..., JavaScript, Business Analysis, DB2

Education
Bharathidasan University   1991 — 1993
MSc, Physics

Boys Higher Secondary School, srirangam   1981 — 1988

Bledar Qyrfyci Bledar Qyrfyci Greater Boston Area Details
Bledar Qyrfyci's State street bank and trust Experience June 2010 - Present
Job Credit Analyst at State Street Bank and Trust
Industry Financial Services
Experience
State Street Bank and Trust   June 2010 - Present
Citizens Bank  March 2006 - September 2008
Raiffeisen Bank Albania  January 2005 - January 2006
American Bank of Albania (Intesa SanPaolo Group since 2008)   June 2001 - January 2005

Skills
Bloomberg, Financial Modeling, Fixed Income, Financial Analysis, Valuation, Corporate Finance, Credit Risk, Investments, Credit, Credit Analysis, Internal Controls, Accounting, Asset Management, Banking

Education
Brandeis International Business School   2008 — 2010
MBA, Finance

University of Tirana   1997 — 2001
Bachelor's degree, Business Administration and Management, General

Jacob Reznikow Jacob Reznikow Greater Boston Area Details
Jacob Reznikow's State street bank and trust Experience October 2007 - March 2009
Job Reservations specialist at Starwood Hotels & Resorts Worldwide, Inc.
Industry Hospitality
Experience
Starwood Hotels & Resorts Worldwide, Inc.   March 2012 - Present
Que Magazine   July 2011 - January 2012
Nicastro Consultants   May 2009 - May 2011
IAMHUNGRY.COM   September 2010 - January 2011
State Street Bank and Trust   October 2007 - March 2009
Bristol Community College  January 2004 - January 2008
Atlantis Mortgage Corporation   January 2007 - June 2007

Skills
Microsoft Excel, QuickBooks, Customer Service, Advertising, Management, Marketing, Adobe Creative Suite, Social Media, Research, Public Speaking

Education
University of Massachusetts Dartmouth   2003 — 2007
Bachelor of Science, Accounting

Brookline High School

Bonnie Cordeiro Bonnie Cordeiro Greater Boston Area Details
Bonnie Cordeiro's State street bank and trust Experience 1990 - 1993
Job at
Industry Accounting
Experience
South Shore Capital Advisors   June 2012 - Present
Harvard University  March 2012 - Present
Town of Cohasset, MA   January 2011 - May 2012
PointCare Technologies  April 2009 - January 2011
Lehman Brothers  April 1996 - April 1999
Fidelity Investments  January 1995 - April 1996
Fidelity Investments  October 1993 - January 1995
State Street Bank and Trust   1990 - 1993

Education
University of Maine   1986 — 1990
B.S., Business Administration

School name:
B.S., Business Administration, University of Maine

Neeta Naik Neeta Naik Greater Boston Area Details
Neeta Naik's State street bank and trust Experience August 2003 - July 2004
Job Sr SQA Engineer at Quintiles
Industry Computer Software
Experience
Quintiles  October 2011 - Present
Millenium Pharmaceuticals  May 2010 - August 2011
Biogen Idec  June 2004 - January 2010
State Street Bank and Trust   August 2003 - July 2004
Innovative Programming Associates, Inc.   July 2002 - July 2003

Skills
CTMS, 21 CFR Part 11, GAMP, GxP, Clinical Data Management, Siebel CRM,Siebel..., SDLC, Software Quality..., System Testing, Agile Testing

Education
Maharashtra Institute of Technology
•Masters in Computers Management

University of Pune
•Bachelor’s in Commerce and Business Accounting

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

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

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

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

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

Masconomet Regional High School   1973 — 1977

Penny Capps Penny Capps St. Joseph, Missouri Area Details
Penny Capps's State street bank and trust Experience August 2005 - February 2008
Job Department of Veterans Affairs
Industry Banking
Experience
Department of Veterans Affairs  February 2013 - Present
Department of Veterans Affairs  October 2011 - February 2013
KeyBank Real Estate Capital  August 2008 - December 2010
State Street Bank and Trust   August 2005 - February 2008

Education
Baker University   2006 — 2008
MBA, Business

Missouri Western State University   2002 — 2005
BSBA, Finance

Neha Patel Neha Patel New York, New York Details
Neha Patel's State street bank and trust Experience August 2008 - April 2011
Job Senior Business Analyst at Bank of Tokyo
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ  February 2015 - Present
Deutsche Bank  September 2014 - Present
Societe Generale investment Banking, New York   April 2013 - May 2014
Bank of Montreal  May 2011 - January 2013
State Street Bank and Trust   August 2008 - April 2011

Skills
Chartered Financial..., Business Analysis, Microsoft Office, Data Analysis, Analysis, Project Management, Fixed Income, Equities, Financial Analysis, Financial Services, Bloomberg, Financial Modeling, Portfolio Management, Strategy, Management, Securities, Trading

Education
Ryerson University   2003 — 2007
Bachelor of Commerce, B.Com

University of Waterloo   2001 — 2003
Bachelor of Business Management

Kelley Linnane Kelley Linnane Greater Boston Area Details
Kelley Linnane's State street bank and trust Experience September 2006 - Present
Job Senior Advisor Representative, Asset Manager Services at State Street Bank and Trust
Industry Financial Services
Experience
State Street Bank and Trust   September 2006 - Present
Quirk Volkswagon   2004 - 2006

Skills
Customer Service, Microsoft Word, CRM, Training, Business Development, Microsoft Excel, PowerPoint, Microsoft Office, Budgets, Process Improvement, Project Management, Research, Strategic Planning, Business Analysis

Education
Bridgewater State University   2001 — 2005
bachlors, Criminal justice/ sociology

Ryan Blaszczak Ryan Blaszczak Washington D.C. Metro Area Details
Ryan Blaszczak's State street bank and trust Experience September 2006 - February 2007
Job Financial Services Professional
Industry Legislative Office
Experience
Northrop Grumman Corporation  April 2012 - Present
Bland Corporation   September 2008 - March 2012
DVM Real Estate Services   January 2007 - August 2011
Data Stream Content Solutions   August 2008 - January 2010
Data Stream Content Solutions   July 2008 - January 2010
DVM Real Estate Services   November 2007 - July 2008
Wellington Management LLP  July 2007 - October 2007
Wellington Management LLP  July 2007 - October 2007
State Street Bank and Trust   September 2006 - February 2007
State Street Bank and Trust   September 2006 - February 2007

Skills
Excel, Spreadsheets, Research, Bloomberg, Funding, Negotiation, New Business Development, Business Analysis, Financial Analysis, Financial Modeling

Education
Dickinson College   2002 — 2006
BA, International Studies; European Union/Global Economics

Dickinson College   2002 — 2006
Bachelor of Arts, International Studies; European Union/Global Economics

Nancy Tine Shaer Nancy Tine Shaer Greater Boston Area Details
Nancy Tine Shaer's State street bank and trust Experience 1984 - Present
Job Vice President at State Street Bank and Trust
Industry Financial Services
Experience
State Street Bank  1984 - Present
State Street Bank and Trust   1984 - Present

Education
University of Massachusetts, Amherst   1976 — 1980
B.S., Psychology

Michelle Howarth Michelle Howarth Greater Boston Area Details
Michelle Howarth's State street bank and trust Experience January 1997 - January 1998
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
East Coast Fitness  Oncology Sales RepresentativeNovartisJune 2001 - March 2004
Novartis Pharmaceutical Corporation  June 2001 - March 2004
Novartis Pharmaceuticals Corporation  August 1998 - March 2004
Novartis Pharmaceuticals Corporation  August 1998 - July 2001
Novartis  August 1998 - June 2001
State Street Bank and Trust   January 1997 - January 1998

Skills
National Academy of..., Madd Dog Athletics..., Member of the Health..., Sharecare Elite...

Education
Bridgewater State University
Masters of Science in Management, Organizational Development

Bridgewater State University   1994 — 1997
B.S., Management Science

Bridgewater State University   1994 — 1997
b.s., marketing

Bridgewater State University   1994 — 1997
B.S, Management Science; Global Management

Valerie Bergman Valerie Bergman Kansas City, Missouri Area Details
Valerie Bergman's State street bank and trust Experience 2001 - 2003
Job
Industry Insurance
Experience
State Street Bank and Trust   2001 - 2003
Charles F. Murphy Insurance Agency   1997 - 1999
Royal Insurance of America (Boston)   1993 - 1997
Kemper Insurance  1990 - 1992
Kemper Insurance  January 1989 - May 1990
Kemper Insurance  1989 - 1990
AIG  November 1987 - January 1989
Eastern Casualty Insurance Company  March 1986 - November 1987
Prudential Insurance  June 1984 - February 1986

Skills
Property & Casualty..., Commercial Insurance, Umbrella Insurance, Microsoft Technologies, Teaching Adults, Quality Control, Data Analysis, Legal Compliance, Office Administration, Employee Training, Marketing

Education
IKON Technical   2000 — 2001
Microsoft Certified Systems Engineer, Information Technology

Bucknell University   1981 — 1984
BA, Economics

Lauren Zises, J.D. Lauren Zises, J.D. Greater Boston Area Details
Lauren Zises, J.D.'s State street bank and trust Experience November 2013 - December 2013
Job Director of Sales and Marketing at Gold Star Home Care Services
Industry Law Practice
Experience
Kopelman and Paige, P.C.   August 2015 - Present
First Wind  January 2015 - 2015
Gold Star Home Care Services   January 2014 - December 2014
State Street Bank and Trust   November 2013 - December 2013
Eckert Seamans  December 2012 - April 2013
Fletcher Tilton PC  August 2012 - November 2012
Mintz Levin  April 2012 - August 2012
Berkshire Property Advisors  September 2011 - March 2012
National Development  2005 - 2007
Lane Altman and Owens   1999 - 2001

Skills
Corporate Law, Real Estate, Commercial Real Estate, Legal Research, Legal Writing, Real Estate Transactions, Mediation, Civil Litigation, Due Diligence, Business Development, Commercial Litigation, Bankruptcy, Legal Assistance, Contract Negotiation, Personal Injury, Customer Service, Litigation, Estate Planning, Trusts, Family Law, Employment Law, Research, Microsoft Office, Microsoft Excel, Editing, Westlaw

Education
University of Massachusetts School of Law   2002 — 2005
Juris Doctor, Banking, Corporate, Finance, and Securities Law

Syracuse University   1989 — 1993
Bachelor's degree, Poitical Science and Psychology

Dan Faricy Dan Faricy Boise, Idaho Details
Dan Faricy's State street bank and trust Experience January 1985 - May 1995
Job Director of Sales at IdeaRoom Technologies
Industry Computer Software
Experience
IdeaRoom Technologies   January 2014 - Present
Inofile, LLC   January 2011 - November 2013
Landmark Alliance - Cloud Nimble   February 2009 - December 2010
Special Olympics - World Winter Games 2009   January 2008 - February 2009
Wirestone, LLC  January 2000 - November 2007
Hewlett Packard  1995 - 1999
State Street Bank and Trust   January 1985 - May 1995

Skills
Strategy, Marketing Strategy, Forecasting, Key Account Management, Sales, P&L Management, Budgets, Executive Management, Non-profits, Healthcare, Project Management, Start-ups, Strategic Partnerships, Strategic Planning, Business Strategy

Education
Northeastern University   1994 — 1995
MBA, Business

University of St. Thomas - Opus College of Business   1980 — 1983
BA, Accounting

Saint Thomas Academy   1975 — 1979

Robert Vincent Robert Vincent Greater Boston Area Details
Robert Vincent's State street bank and trust Experience December 2011 - July 2014
Job Wellington Management, Trust Administration Analyst
Industry Financial Services
Experience
Wellington Management  May 2015 - Present
Brown Brothers Harriman  January 2015 - April 2015
State Street Bank and Trust   December 2011 - July 2014
State Street Bank and Trust   June 2011 - December 2011
State Street  September 2008 - June 2011
State Street Bank and Trust   March 2007 - September 2008
Sun Life Financial  August 2005 - March 2007

Skills
Mutual Funds, Auditing, Account Reconciliation, Bloomberg, Investments, Trading, Equities, Securities, Fixed Income, Time Management, Financial Services, Financial Reporting, Derivatives, Portfolio Management, Fund Accounting

Education
Curry College   2004 — 2005

Curry College   2001 — 2005
Bachelor, Communications

Brian Danilowicz Brian Danilowicz Greater Boston Area Details
Brian Danilowicz's State street bank and trust Experience October 2007 - Present
Job Custody and Fund Accounting Manager
Industry Financial Services
Experience
State Street  October 2007 - Present
State Street Bank and Trust   October 2007 - Present
State Street Bank and Trust   November 2009 - January 2011
State Street Bank and Trust   October 2007 - November 2009
Aviva Life Insurance Company  January 2005 - July 2006

Skills
Bloomberg Terminal, Excel, Word, Outlook, Microsoft Office, Mutual Funds, Financial Services, Fund Accounting, Bloomberg, PowerPoint, Corporate Actions, Securities, Fixed Income, Equities, Derivatives, Time Management, Process Improvement

Education
Northeastern University   2010 — 2014
for Master's, Business Administration

Northeastern University   2002 — 2007
Bachelors of Science in Business Administration, Finance & Insurance, Entrepreneurship and Small Business Management

Kathleen Coon Kathleen Coon Kansas City, Missouri Details
Kathleen Coon's State street bank and trust Experience July 2011 - Present
Job Accounting/pricing specialist at State Street Bank and Trust
Industry Accounting
Experience
State Street Bank and Trust   July 2011 - Present
Borders  September 2010 - May 2011
Diocese of Monterey  September 2006 - August 2007

Education
Trinity University   2007 — 2011

Jonathan D Patch Jonathan D Patch Syracuse, New York Area Details
Jonathan D Patch's State street bank and trust Experience January 1989 - January 1993
Job
Industry Wholesale
Experience
Patchworks Antiques and Collectibles   December 1994 - June 2006
Patchworks Antiques and Collectibles   1995 - December 2004
Patchworks Antiques and Collectibles   1994 - 2004
patchworks Antiques and collectibles   1994 - 2004
SunGard Financial Systems  September 1994 - September 1995
Self Employed  January 1993 - 1994
State Street Bank And Trust   January 1989 - January 1993

Skills
guitarist, Golf, Landscaping, Fishing, New Business Development, Budgets, Product Development, Business Planning, Team Building, Strategic Planning, Contract Negotiation, Music, Art, Account Management, Proposal Writing, Photography, Sales Management, Customer Service

Education
Brown University   1983 — 1987
ba, business economics

Brown University   1983 — 1987
ba, business

Kenneth Sheehan Kenneth Sheehan Greater New York City Area Details
Kenneth Sheehan's State street bank and trust Experience 2001 - 2007
Job General Motors Asset Management
Industry Investment Management
Experience
General Motors Asset Management  January 2010 - Present
General Motors Asset Management  2010 - 2013
General Motors Asset Management  2010 - 2011
State Street Australia LTD   2007 - 2009
State Street Bank and Trust   2001 - 2007

Skills
Fund Accounting, Middle Office

Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economincs

Bacon Theresa Bacon Theresa Green Valley, Arizona Details
Bacon Theresa's State street bank and trust Experience 1991 - Present
Job Vice President Global Infrastructure Services at State Street
Industry Financial Services
Experience
State Street  May 1999 - Present
State Street Bank and Trust   1991 - Present

Skills
Problem Solving, Project Coordination, Job Scheduling

Education
The University of Akron
Associates, Computer Science

Elaine Driscoll Elaine Driscoll Milton, Massachusetts Details
Elaine Driscoll's State street bank and trust Experience 1984 - 1992
Job Assistant to the Headmaster at The Roxbury Latin School
Industry Primary/Secondary Education
Experience
The Roxbury Latin School  2011 - Present
State Street Bank and Trust   1984 - 1992
First National Bank of Boston  1981 - 1984

Education
Colby College   1976 — 1980
Bachelor of Arts (B.A.), Mathematics and Administrative Science

Robert Wojcik Robert Wojcik Greater Boston Area Details
Robert Wojcik's State street bank and trust Experience September 2013 - January 2014
Job Associate 1 at State Street Bank
Industry Banking
Experience
State Street Bank  February 2014 - Present
Bass Pro Shops  June 2010 - Present
Chi Phi Fraternity  October 2010 - Present
State Street Bank and Trust   September 2013 - January 2014
Fore Kicks   January 2008 - December 2010
Town of Wrentham   January 2010 - January 2010
Stop & Shop  May 2007 - August 2009
Wrentham Police Department   June 2006 - January 2009

Skills
Cashiering, Customer Satisfaction, Customer Service, Mock Investing, Mock Portfolios, Public Relations, Refereeing, Safety, Team Leadership, PowerPoint, Community Outreach, Time Management, Microsoft Excel, Microsoft Word, Leadership, Microsoft Office, Teamwork, Social Media Marketing, Higher Education, Inventory Management, Outlook, Training, Sales, Event Planning, Telephone Skills, Social Networking, Critical Thinking, Data Entry, Facebook, Access, SPSS, Management, Event Management, Data Analysis, Fundraising, Research, Finance, Public Speaking, Marketing, Retail, Social Media, Nonprofits

Education
UMass Dartmouth   2009 — 2013
Bachelor of finance, Finance, Alumnus

King Philip Regional High School   2006 — 2009
Diploma, N/A

Barb Rehm Barb Rehm Greater Boston Area Details
Barb Rehm's State street bank and trust Experience 1994 - 1996
Job
Industry
Experience
Isis Maternity  2006 - 2008
Eagle Investment Systems  April 2001 - May 2005
Evare  1997 - 2001
Harvard Management Company  1996 - 1997
State Street Bank and Trust   1994 - 1996

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Training

Education
University of Rhode Island   1990 — 1994
Bachelor's Degree, Human Science and Services

Denise Fischetti-Morreale Denise Fischetti-Morreale Edgewater, New Jersey Details
Denise Fischetti-Morreale's State street bank and trust Experience November 2011 - Present
Job Vice President at State Street Bank and Trust
Industry Financial Services
Experience
State Street Bank and Trust   November 2011 - Present
AllianceBernstein  October 2000 - October 2011
Sanford C. Bernstein  February 1989 - September 2000

Skills
Bloomberg

Education
Rochester Institute of Technology
Bachelor of Science (BS), Finance, General