State Street Bank and Trust Co
State Street Bank and Trust Company simply State Street is the largest custodian bank in the world organized as a Massachusetts trust company specializing in services to mutual funds and their advisers, ... Headquarters: Boston, MA Founded: 1792 Subsidiaries: Charles River Systems, Inc., Currenex, Parent organization: State Street Corporation
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State Street Bank and Trust Co Employees
Smashburger June 2015 - Present
Headwaters MB February 2012 - June 2015
Smart Destinations Inc. September 2010 - September 2011
State Street Bank and Trust Co. January 2008 - September 2010
Edward Jones June 2007 - December 2007
Skills
Investments, Financial Modeling, Financial Analysis, Investment Banking, Private Equity, Market Research, Due Diligence, Strategic Planning, Marketing, Google Analytics, Valuation, Sales, Portfolio Management, Securities, Financial Services, Crowdfunding, Leadership, International Business..., Finance
Education
Kenyon College 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Duxbury High School 1999 — 2003
Health Catalyst July 2014 - Present
Health Catalyst February 2014 - July 2014
Canyons Resort January 2013 - June 2013
Wayfair October 2011 - January 2013
Constant Contact May 2011 - September 2011
The Boston Beer Company October 2008 - May 2011
State Street Bank and Trust Co. (Formerly IBT) May 2007 - October 2008
Loomis, Sayles & Company March 2006 - May 2007
State Street Bank and Trust Co November 2005 - March 2006
State Street Bank and Trust Co December 2004 - November 2005
Skills
Cognos, Data Analysis, SQL, Business Intelligence, Analytics, Business Analysis, Data Warehousing, Analysis, Microsoft Excel, Databases, SSIS, Requirements Analysis, Management, Project Management, Microsoft SQL Server
Education
University of Utah - David Eccles School of Business 2013 — 2015
Master of Science (MS), Information Systems
University of New Hampshire 2000 — 2003
B.S, Economics
J.P. Morgan 2010 - Present
State Street Bank and Trust Co. 2007 - September 2010
Investors Bank and Trust Co. 2006 - 2007
Skills
Hedge Funds, Financial Services, Mutual Funds, Accounting, Finance, Financial Reporting, Risk Management, Derivatives, Client Service, Internal Communications, Business Process..., Advent Geneva..., Unity, Bloomberg Terminal, Hedgetek Accounting..., Microsoft Excel
Education
The University of Connecticut 2000 — 2005
Bachelor of Arts (B.A.), Political Science and Government (concentration in Domestic Economic Policy.), Minor in Human Rights
Boston Financial Data Services January 2012 - June 2012
SRI Infotech September 2009 - September 2010
State Street Corporation May 2005 - February 2009
Capeway Computing Associates, Inc. 1999 - 2005
State Street Corporation February 2000 - October 2004
Ragingbull, Inc November 1999 - January 2000
Thomson Electronic Settlements Group January 1999 - June 1999
State Street Bank and Trust Co January 1993 - January 1998
Capeway Computing Associates, Inc. January 1984 - January 1993
Education
Bentley University 1977 — 1980
B.S., Computer Information Systems
Eric A. Kinsherf, CPA September 2008 - Present
Malloy, Lynch, Bienvenue September 2005 - September 2008
Town of Braintree October 2001 - September 2005
Town of Dennis October 1997 - October 2001
City of Brockton November 1994 - October 1997
State Street Bank and Trust Co. June 1991 - November 1994
AAA Southern New England 1988 - 1993
Skills
Internal Audit, Enterprise Risk..., Accounting, Auditing, Budgeting, Preparation, Government, Audit, Financial Reporting, Quickbooks, GAAP, Financial Analysis, Internal Controls, Tax, General Ledger, QuickBooks, Budgets, Process Improvement, Fund Accounting, CPA, Finance, Payroll, Accounts Receivable, Tax Preparation, Income Tax, Tax Returns, Tax Accounting, Risk Management, Financial Statements, Cash Flow, Corporate Tax, Partnership Taxation, Forensic Accounting, Financial Accounting, Small Business, Bookkeeping, Strategic Financial..., Peachtree, Account Reconciliation, Sarbanes-Oxley Act, Assurance, Fixed Assets, Financial Audits, Cost Accounting, Journal Entries, Managerial Finance, Accruals, Cash Management, IRS, Accounts Payable
Education
Suffolk University - Sawyer Business School 1994 — 1997
MBA, Business
Bridgewater State University 1987 — 1991
Bachelor of Science, Management with Accounting concentration
Whitman-Hanson Regional High School 1980 — 1984
SunGard Capital Markets January 2015 - Present
SunGard Financial Systems, Capital Markets June 2012 - December 2014
SunGard June 2007 - June 2012
SunGard January 2000 - June 2007
SunGard Financial Systems December 1994 - January 2000
State Street Bank and Trust Co. August 1988 - December 1994
Waddell & Reed 1992 - 1994
Skills
Business Analysis, SDLC, Software Project..., Product Management, Program Management, Vendor Management, Risk Management, Integration, Requirements Analysis, Financial Services, Cloud Computing, Change Management, SaaS, Pre-sales, Enterprise Software, Process Improvement, Back Office, Derivatives, Talent Management, Talent Acquisition, Business Strategy, New Business Development, Coaching Staff, Management, Business Process..., Business Planning, Information Technology, Information Systems..., Idea Generation, Business Intelligence, Securities Market, SWIFT messages, XML, Salesforce.com, Succession Planning, Capital Budgeting, Operating Budgets, Managing Large Budgets, Financial Forecasting, IT Procurement, Software Procurement, Data Integration, Enterprise Integration, Oracle Service Bus, Project Management, Software Consulting, Distributed Systems, Enterprise Data, Leadership
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Business Administration, School Of Management (SOM)
Medway Junior Senior High School 1980 — 1984
High School Diploma
American Marketing Association, Boston August 2015 - Present
Boston Door and Mantle March 2015 - Present
Quantum Workforce Solutions March 2015 - Present
State Street Bank and Trust Co. April 2011 - Present
State Street Bank and Trust Co. November 2007 - April 2012
Skills
Financial Services, Mutual Funds, Banking, Accounting, PowerPoint, Marketing Strategy, Risk Management, New Business Development, Social Media Marketing
Education
Boston University Questrom School of Business 2014 — 2017
Master of Business Administration (MBA), Marketing
University of New Hampshire 2002 — 2006
Bachelor's degree, Political Science and Government
State Street Bank and Trust Co. January 2012 - Present
State Street Bank and Trust Co. January 2005 - December 2011
State Street Bank and Trust Co. January 2001 - January 2005
State Street Bank and Trust Co. August 1998 - December 2001
Skills
Project Planning, Project Coordination, PowerPoint, Strategic Planning, Fundraising, Customer Relations, Marketing Communications, Market Research, Team Leadership, Client Services, Sales Support, CRM, Sales Operations, Analysis, Program Management, Project Management, Business Analysis, Proposal Writing, Marketing, Marketing Strategy, Process Improvement, Strategy, Event Planning, Customer Service, Sales, Management
Education
Emerson College 1991 — 1995
BS, Communications
Fontbonne Academy 1987 — 1991
State Street Bank and Trust Co. October 2007 - March 2014
State Street 2005 - 2007
State Street Bank 2000 - 2005
Skills
Financial Services, Securities Lending, Collaborative Problem..., Research, Corporate Actions, Back Office, Middle Office, Settlement, Operations Management, Microsoft Excel, Microsoft Word, Customer Service, Team Building, Operational Risk, Client Relations Skills, Equities, Work in A Fast Paced..., Positive Team Player, Process Improvement, Management, Fund Administration, back off, midd, Fixed Income, Securities, Risk Management, Mutual Funds, Bloomberg, Asset Management
Education
Northeastern University
Merrill Lynch International Trust & Wealth Structuring July 2015 — Present
Merrill Lynch International Trust & Wealth Structuring May 2013 — June 2015
Merrill Lynch February 2003 — May 2013
Wachovia 1998 — 2003
State Street Bank and Trust Co. April 1988 — July 1998
U.S. Trust-Bank of America-Merrill Lynch 2016 — present
Education
Cannon Financial Institute 1989 — 1991
Trust I, II, III, Trust
Quincy University 1982 — 1986
Business Management
State Street June 2015 - Present
Blue Cross Blue Shield of Massachusetts/LeapFrog System April 2013 - Present
Brown Brothers Harriman April 2011 - April 2013
State Street May 2006 - February 2009
State Street Bank and Trust Co. June 1997 - May 2006
State Street Bank and Trust Co. 1992 - June 1997
State Street Bank 1990 - 1992
Skills
Business Analysis, PMP, Financial Services, Derivatives, Testing, Software Quality..., Analysis, Quality Assurance, Project Management, Requirements Gathering, Process Improvement, Business Requirements, Banking, User Acceptance Testing, SDLC, Leadership, Vendor Management, Risk Management, Visio, Business Process, Requirements Analysis, PMO
Education
Long Island University, Southampton Campus 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Provident Funding Associates L.P. April 2013 - Present
Provident Funding Associates L.P. March 2013 - Present
Provident Funding Associates L.P. August 2010 - Present
Provident Funding Associates L.P. September 2011 - March 2012
Provident Funding Associates L.P. March 2011 - September 2011
Provident Funding Associates L.P. September 2010 - March 2011
State Street Bank and Trust Co July 2009 - August 2010
Wellington Management June 2008 - August 2008
LKQ Corporation September 2003 - September 2005
Skills
Outlook, Microsoft Office, Mortgage Lending, PowerPoint, Loans, Credit, Derivatives, Accounting, Customer Service, Mortgage Banking, Finance, Mortgage Servicing, Microsoft Excel, Loan Servicing, Microsoft Word, Loss Mitigation, Financial Reporting, Insurance, Portfolio Management, Consumer Lending, Mutual Funds, Refinance
Education
University of Massachusetts Lowell 2005 — 2009
Bachelor of Science (BS), Finance, General
2005-2009University of Massachusetts at
BSBA, Finance and Marketing
State Street Bank and Trust Co. January 2015 - Present
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.)
Université de Paris, La Sorbonne Paris IV 2010 — 2010
Bachelor of Arts (BA)
St. Sebastian's School June 2012 - June 2013
Freedom Capital Management February 1998 - May 2000
Boston Private Bank & Trust Co November 1996 - January 1998
State Street Bank and Trust Co November 1989 - October 1996
Skills
Investments, Equities, Financial Services, Portfolio Management, Fixed Income, Relationship Management, Mutual Funds, Banking, Customer Service, Asset Allocation, Asset Management, Bonds, Finance, Hedge Funds, Financial Reporting, Marketing, Securities, Strategic Planning
Education
Assumption College 1985 — 1989
Bachelor of Arts (BA), Business Management
Assumption College 1985 — 1989
BA, Business Management
Harrison Fiduciary LLC September 2010 - December 2010
Pan Agora Asset Management September 2003 - March 2009
Independence Investment Associates, Inc. January 1996 - September 2003
Boston International Advisors, Inc January 1991 - January 1996
Boston International Advisors, Inc June 1989 - January 1991
The Boston Company March 1986 - June 1989
State Street Bank and trust Co. June 1984 - March 1986
Skills
Investments, Portfolio Management
Education
Suffolk University 1989 — 1992
Masters in Business Administration, Finance
Boston College 1979 — 1983
Bachelor of Science, Business Administration - Computer Science
Institutional Asset Management December 2013 - Present
State Street Global Advisors February 2012 - December 2013
State Street Global Advisors 2003 - 2012
State Street Global Advisors 1998 - 2003
State Street Global Advisors 1996 - 1998
State Street Bank and Trust Co. 1994 - 1996
Skills
Asset Management, CRM, Alternative Investments, Fixed Income, Management, Sales, Hedge Funds, Investments, Financial Services, Equities, Portfolio Management, Asset Allocation, Mutual Funds, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), cum laude
Bridgewater State University 1989 — 1992
Bachelor of Science in Management, Finance Concentration