State street bank and trust
State Street Bank and Trust Company simply State Street is the largest custodian bank in the world organized as a Massachusetts trust company specializing in services to mutual funds and their advisers, ... Headquarters: Boston, MA Founded: 1792 Subsidiaries: Charles River Systems, Inc., Currenex, Parent organization: State Street CorporationFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportState Bank & Trust CompanyWebsiteDirections Saved (0) Saved Save 5 Google reviews Bank in Atlanta, Georgia Address: 1349 West Peachtree Street Northwest #100, Atlanta, GA 30309 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday(Martin Luther King Jr. Day)9AM–4PMHours might differTuesday9AM–4PMWednesday9AM–4PMThursday9AM–4PMFriday9AM–4PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (404) 266-4343: : : : : Website: Place name: Category: : Website: https://www.statebt.com/ Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Popular times Sundays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place.Closed Sundays—pick another day : 12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 15 min here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of State Bank & Trust Company Posting publicly on the Web Write a review Reviews 5 Google reviews
State street bank and trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State street bank and trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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State street bank and trust Employees
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
State Street Bank and Trust 2003 - 2007
Education
McMaster University 1998 — 2003
Honours Bachelor of Commerce, Finance, Economics, Accounting
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
State Street Bank and Trust April 1999 - Present
State Street Bank 1999 - 2007
Education
Northeastern University 2000 — 2007
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
State Street Bank and Trust 2005 - Present
Airbus 1992 - 2004
Education
Harvard University 1981 — 1985
A.B., Romance Languages and Literature
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
State Street Bank 1984 - Present
State Street Bank and Trust 1984 - Present
Education
University of Massachusetts, Amherst 1976 — 1980
B.S., Psychology
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
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
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
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
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
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
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
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
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
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
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
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
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
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