State Street Corp
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. CEO: Joseph L. Hooley (Mar 1, 2010–) Headquarters: Boston, MA Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors,
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State Street Corp Employees
Lillie B Merrill School June 2012 - Present
NEAI Corporation June 2004 - Present
NEAI Corp June 2004 - Present
State Street May 2001 - June 2003
State Street Corp May 1999 - June 2003
Skills
Accounting, Payroll, Accounts Receivable, Accounts Payable, Auditing, Management, Time Management, Employee Benefits, Mutual Funds, Interviews, Pricing, Financial Analysis, Fixed Income, Fund Accounting, Securities, Equities, Bloomberg, Financial Services, Corporate Actions, Financial Reporting
Education
Bridgewater State University 1996 — 1999
Bachelor of Applied Science (B.A.Sc.), Finance, General
Bridgewater State University
Bachelors, Finance Management
Bay State College 1994 — 1996
Associate's degree, Business Administration and Management, General
State Street April 2015 - Present
State Street May 2011 - March 2015
State Street Corp October 2005 - April 2011
State Street March 2000 - October 2005
State Street April 1997 - March 2000
Skills
Securities, Performance Reporting, Business Analysis, Project Planning, Project Management, Fund Accounting, Mutual Funds, Test Cases, Solution Implementation, Virtual Teams, User Guide Creation, Management, Investment Operations, Fixed Income, Equities, Corporate Actions, Bloomberg, Client Service, Conversions, Fixed Income Products, Amortization, Securities Valuation
Education
Northeastern University - Graduate School of Business Administration 2009 — 2012
MBA, International Management, 3.76
Bentley University
Finance
EMC June 2007 - Present
Progress Software 2004 - 2007
State Street Corp. May 2003 - May 2004
Skills
Excel power user, Tree Map Analytics, SPSS (clustering,..., BRIO, SQL Server, SAS Enterprise Guide, Analytics, SAS, Microsoft SQL Server, Go-to-market Strategy, Microsoft Excel, Strategy, Sales Operations, Product Management, Management, Analysis, Program Management, Salesforce.com, Business Intelligence, Segmentation, Data Analysis, Market Research, Business Analytics, Tableau, Marketing Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
MBA, Business Data Analysis
Isenberg School of Management, UMass Amherst 1999 — 2003
BBA, Finance
DentaQuest August 2013 - Present
Liberty Mutual Insurance September 2012 - August 2013
Sovereign Bank June 2011 - September 2012
Department of Unemployment March 2011 - June 2011
JPMorgan Chase June 2007 - September 2010
JPMorgan Chase September 2006 - June 2007
State Street Corp January 2005 - September 2006
Skills
Agile Methodologies, Leadership, Quality Center, SQL, Business Analysis, Vendor Management
Education
Bentley University 2000 — 2003
Bachelors, Business
Newton North 1994 — 1998
CVS Health October 2011 - Present
State Street Corp. April 2005 - October 2011
State Street April 2001 - April 2005
State Street Corp./Capacity Planning & Performance Assurance August 2000 - September 2001
Skills
Cloud Computing, Storage Management, Process Engineering, IT Strategy, Architecture, Automation, Infrastructure..., Data Center, Innovation, Enterprise Software, Virtualization, Mobile Technology, Storage, Enterprise Architecture, Cross-functional Team..., Vendor Management, Management, Product Management, Disaster Recovery, Data Warehousing, Information Technology, Governance, IT Management, Leadership, Networking, SDLC, Business Continuity, Testing, SaaS, Infrastructure, Integration, Business Analysis, Outsourcing, Business Intelligence, Project Planning, Architectures, Project Portfolio..., Process Improvement
Education
Babson College 1998 — 2002
Master, Business Administration
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Science, Industrial Engineering & Operations Research
Fairhaven
Pioneer Advisors, LLC 2008 - Present
KOCH Industries Inc. and Companies 2003 - 2008
ChannelRe Bermuda 2005 - 2007
BNP Paribas 2002 - 2003
STATE STREET Corp. 1996 - 2002
BNP Paribas 1994 - 1996
BT Co, Bankers Trust 1989 - 1994
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Bloomberg, Trading, Financial Structuring, Equities, Investment Banking, Alternative Investments, Financial Markets, Asset Managment, MBS, Securities, Structured Products, Banking, Portfolio Management, Asset Management, Finance, Investment Management, Bonds, Series 7, Risk Management, Project Finance, Structured Finance, Financial Modeling, Investments, Bond Markets, Syndications, Municipal Bonds, Credit, Credit Analysis, Financial Risk, Financial Services
Education
Fairleigh Dickinson University 1985 — 1989
Bachelor's of Science in Economics, Bachelor's of Science in Finance
State Street Corp. February 2014 - Present
RBS Citizens Financial Group, Inc. July 2013 - February 2014
The Hanover Insurance Group, Inc. March 2008 - June 2013
Raytheon Company November 2005 - March 2008
State Street Global Investor Services Group June 2003 - January 2005
Strategic Capital Resources, Inc. January 2002 - May 2002
Publishers Clearing House February 1997 - November 1999
Daewoo International America Corporation September 1994 - February 1997
Skills
Financial Analysis, Forecasting, Financial Modeling, Analysis, Budgets, Accounting, Business Strategy, Finance, Strategy, Business Planning, Due Diligence, Program Management, Management, Leadership, Portfolio Management, Variance Analysis, Strategic Financial..., Financial Reporting, Bloomberg, Valuation
Education
Boston College Carroll School of Management 2003 — 2005
MSF, Finance
Northeastern University Graduate School of Business Administration 2000 — 2002
MBA, Finance
Boston University 1989 — 1994
BS, Biology
State Street Corp November 2006 - November 2011
Skills
Mortgage Lending, Investments, Trading, Financial Accounting
Education
Curry College 1995 — 1999
Bachelor's degree, Communication and Media Studies
Curry College
Marshalls/HomeGoods/AJWright September 2009 - Present
Boston Health Care for the Homeless Program October 2012 - April 2013
U.S EPA Region 1 April 2010 - April 2013
Fisher College Library September 2009 - May 2010
Boston College February 2006 - May 2009
State Street Corp January 2006 - January 2009
Skills
Data Entry, Microsoft Office, Word, Customer Service, Excel, CPR Certified
Education
Fisher College 2009 — 2013
Bachelor of Applied Science (BASc), Management Health Care, recent grad
Jeremiah E Burke H.S 2005 — 2009
Diploma, I.T
Vestmark June 2015 - Present
Vestmark December 2013 - June 2015
Brown Brothers Harriman July 2008 - December 2013
Robeco Investment Management January 2005 - July 2008
State Street Corporation February 2001 - January 2005
State Street Corp January 2000 - January 2001
Stop and Shop Supermarket Company January 1999 - January 2000
Skills
Fixed Income, Bloomberg, Performance Measurement, Mutual Funds, Alternative Investments, Hedge Funds, Performance Attribution, Equities, Financial Analysis, Fund Accounting, Financial Reporting, Portfolio Management, Asset Management
Education
Cornell University 1994 — 1998
BS, Consumer Economics and Housing
Omgeo LLC (Intepros Consulting) November 2010 - Present
Omgeo LLC (IntePros Consulting) March 2010 - November 2010
Omgeo LLC (IntePros Consulting) February 2009 - January 2010
State Street Corp December 2007 - February 2009
Fidelity Investments (Veritude) August 2007 - November 2007
Robert Half International March 2007 - June 2007
ESPN Productions September 2006 - December 2006
Fidelity Investments June 2005 - August 2006
Education
Assumption College 2001 — 2005
Bachelor of Arts, Marketing
State Street Global Advisors September 2014 - Present
State Street Global Advisors June 2007 - Present
JPMorgan Chase June 2006 - May 2007
State Street Corp January 2005 - June 2006
Stormwatch 2000 - 2001
Eckerd College Soccer School April 1994 - January 2000
Education
Florida International University 2003 — 2004
MBA, Int Business
Eckerd College 1998 — 2002
BA, Int Business
Millo Capital December 2005 - Present
Deeds Select Advisors, Inc. 2011 - 2012
State Street Corp. 2009 - 2010
Royal City Funds/Advisors 2008 - 2009
United States Marine Corps 2000 - 2006
Pulver Group, Inc. 2000 - 2005
Skills
Portfolio Management, Hedge Funds, Valuation, Venture Capital, Asset Management, Alternative Investments, Financial Modeling, Financial Analysis, Economics, Capital Markets, Finance, Options, Product Development, Management Consulting, Entrepreneurship, Investment Strategies, Emerging Markets, Strategy, Thought Leadership, Financial Reporting, Asset Allocation, Investment Advisory, Visionary, Private Equity, Investment Banking, Investor Relations, Equities, Bonds, Mutual Funds, Analytics, Risk Management, Strategy Consulting, Gold, Monetary Policy, Private Banking, Strategic Marketing..., Pricing Analysis, Brand Development, Risk Management..., Cross Functional Team..., Fixed Income, Financial Advisory, Business Development, Analysis, Equity Research, Corporate Development, Investment Products, Investments
Education
Duke University - Fuqua School of Business
University of Richmond
Bachelor of Arts (BA)
Washington University in St. Louis - Olin Business School
MBA
Deloitte Transactions and Business Analytics LLP April 2012 - Present
CRG Partners January 2009 - April 2012
CRG Partners Group LLC (formerly TRG) July 2007 - December 2008
TRG (The Recovery Group) May 2000 - July 2007
Brown Brothers Harriman May 2000 - May 2000
State Street Corp 1996 - 1998
Skills
Financial Modeling, Valuation, Business Strategy, Financial Reporting, Due Diligence, Bankruptcy, Private Equity, Restructuring, Mergers & Acquisitions, Acquisition Integration, Corporate Finance, Financial Analysis, Management Consulting, Business Valuation, Finance, Investments, Consulting
Education
Pace University - Lubin School of Business 1998 — 1999
MBA, Financial Management
Bryant University 1992 — 1996
BS, Finance, CIS
Northern Valley - Demarest 1988 — 1992
Heartland August 2003 - Present
Exaleaf, LLC February 2012 - Present
ThundrLizard April 2012 - March 2014
RS McGladrey (Formerly MyBenefitSource) February 2002 - July 2003
Daugherty Business Solutions June 1999 - February 2002
State Street Corp. September 1996 - June 1999
Tata Infotech Ltd. June 1993 - September 1996
Hi-Tech Software Institute November 1992 - April 1993
Skills
Start-ups, Business Intelligence, Leadership, SaaS, Management, Strategic Planning, Strategy, Entrepreneurship, Business Analysis, Team Building, Process Improvement, Cloud Computing, Integration, Microsoft SQL Server, Analysis, Consulting, Software Project..., Payroll, IT Strategy, Payroll Software, Big Data, Data Aggregation, Enterprise Architecture, Salesforce.com, .NET, Product Management, Outsourcing Management, Web Services
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
MBA, General/ Conc. in Entrepreneurship
V. E. S. Institute Of Technology (Mumbai Univ.) 1986 — 1990
B. Engg., Industrial & Digital Electronics
Indian Computer Academy (Harvard University DCE) 1992 — 1993
Post Graduate Diploma, Software Engineering
S.I.E.S. Institute of Mgmt Studies 1990 — 1991
Post Graduate Diploma in Marketing Management, Advertising & Marketing
State Street Corp. June 2015 - Present
Coherent Solutions March 2014 - July 2014
JENTY-spedition September 2012 - September 2013
The Republic of Belarus Ministry of Industry February 2012 - April 2012
Skills
Project Management, Process Improvement, Business Development, International Sales, Analytical Skills, Problem Solving, Negotiation, Sales Services, Outsourcing, International Logistics, Operations Management, Financial Operations, Finance, Financial Services
Education
D'Amore-McKim School of Business at Northeastern University 2014 — 2016
Candidate for Master of Business Administration Degree, Finance
Belaruski Dziarzhauny Universitet 2007 — 2012
Bachelor's degree, International Economics
Family Office September 2012 - Present
Cederberg Capital April 2012 - September 2012
The Noah Lequime Foundation July 2010 - April 2012
HSBC Private Bank (UK) July 2009 - October 2009
State Street Corp October 2006 - April 2008
JP Morgan April 2005 - October 2006
Bloomberg November 2002 - February 2005
Skills
Fluency in Chinese..., Investments, Equities, Private Equity, Corporate Finance, Valuation, Financial Modeling, Emerging Markets, Portfolio Management, Fixed Income, Hedge Funds, Capital Markets, Investment Banking, Venture Capital, Bloomberg, Financial Markets, Asset Management, Investment Management, Due Diligence, Derivatives
Education
Sotheby's Institute of Art 2015 — 2015
Executive Education, Art Business Management
London Business School 2008 — 2010
MBA, General Management
State University of New York at Binghamton 1998 — 2002
BS, Finance & Economics
Michelle Jung photography October 2013 - Present
Natixis Global Asset Management May 2008 - August 2012
State Street Corp. September 2007 - April 2008
Investors Bank & Trust Co. 2006 - September 2007
State Street Corp. October 2005 - August 2006
PFPC Global Fund Services (PNC Subsidiary) September 2001 - October 2005
Skills
Fund Accounting, Alternative Investments, Investments, Mutual Funds, Fund Administration, Financial Reporting, Photography, Bloomberg, Accounting, Risk Management, Analysis, Financial Analysis, Financial Services
Education
New England School of Photography 2012 — 2014
Diploma, Portraiture, Architectural Photography
Clark University 1998 — 2001
Master, Business Management
Southfields College, Leicester, U.K.
Footwear Design and Manufacturing
Traverse Health Clinic January 2008 - Present
Munson Medical Center January 2005 - Present
ROI Direct March 1999 - November 2000
Sephora.com March 1999 - November 1999
State Street Bank 1997 - 1999
State Street Corp 1996 - 1999
State Street Bank 1996 - 1999
Fidelity Investments 1996 - 1997
American Management Systems 1993 - 1995
Computer Sciences Corporation 1990 - 1993
Skills
Database Development, Database Administration, Relational Databases, Data Modeling, Database Management, Database Design, Healthcare IT, Data Analysis, Data Warehousing, SQL, Data Integration, Databases, Customer Relations, Data Quality, Windows, Business Analysis, Data Management, Integration, Customer Service, Administration, Requirements Analysis, Linux, HTML, Process Improvement, Troubleshooting, Software Documentation
Education
Central Michigan University 1977 — 1983
B.S.
Chesaning High School 1974 — 1977
State Street Corp November 2000 - Present
Wipro Systems 1998 - 2001
inso corp 1997 - 2001
ebt 1997 - 2001
cmc 1996 - 1997
omc 1995 - 1996
Normak Fashions, Petnol and many Small scale companies 1992 - 1995
Skills
Finance, Enterprise Architecture, Equities, Product Management, Capital Markets, Bloomberg, Relationship Management, Financial Analysis, Risk Management, Financial Modeling, Business Strategy, Financial Services, Project Management, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2014
MBA, Entrepreneurship
Boston University Questrom School of Business 2007 — 2008
MS in Investment Managment, Investment Management
IBM Certifications 2001 — 2004
Certificates, Computer Science
Osmania University 1992 — 1995
M.C.A., Master of Computer Applications - Computer Science
Andhra University 1989 — 1992
B.S, B.S in Computer Science
eSecLending August 2012 - Present
Morgan Stanley Smith Barney August 2011 - August 2012
Premier Global Securities Lending July 2010 - February 2011
State Street Corp. March 1994 - June 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1988
Master of Business Administration (MBA), Finance and Investments
Stonehill College 1981 — 1984
Bachelor of Science (B.S.), Finance
LeapFrog Systems March 2015 - Present
MorphoTrust ™ USA February 2011 - March 2015
Ameriprise Financial June 2010 - February 2011
Fidelity Investments August 2009 - May 2010
State Street Corp September 2005 - December 2008
Keane at UBS November 2004 - August 2005
Keane at Statestreet Corp September 1997 - October 2004
Infosys August 1994 - September 1997
Skills
Business Analysis, Project Management, Systems Analysis, System Architecture, System Integration, Requirements Analysis, SOA, Product Development, Database Design, Integration, Vendor Management, SDLC, Software Documentation, Program Management, Management, Software Development, Leadership, Agile Methodologies, Software Project..., Business Intelligence, IT Strategy, PMP, SharePoint, Enterprise Architecture, Enterprise Software, Solution Architecture, SaaS, Data Warehousing, Requirements Gathering, Scrum, Agile Project Management, Databases, Security, Visio, Testing, SQL, Disaster Recovery, Consulting, Information Technology, Data Modeling, Process Improvement, Business Process, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MBA, Business Management
Indian Institute of Science 1990 — 1994
M.E., Metallurgy
State Street Corp June 2003 - Present
Skills
Oracle, .NET, Enterprise Software, Java, XML, Java Enterprise Edition, Software Development, Cloud Computing, Business Analysis, Perl, Requirements Gathering, Financial Services, Architectures, PL/SQL, SDLC, Agile Methodologies, Architecture
Education
Boston University Questrom School of Business 2002 — 2007
MBA, Business Administration and Management
Harvard University 1997 — 1999
Extension Courses In Computer Science
Harvard College 1991 — 1995
BA, English
EMD - Affiliates of Merck KGaA, Darmstadt, Germany August 2013 - Present
Covidien February 2012 - August 2013
Beacon Partners August 2008 - September 2011
State Street Corp. August 2007 - August 2008
Investors Bank & Trust (purchased by State Street Corp.) 2003 - 2007
Professional Staffing Group 2001 - 2002
Self Employed 1998 - 2001
Skills
Applicant Tracking..., Employee Engagement, Technical Recruiting, Talent Acquisition, HRIS, 360 Feedback, Behavioral Interviewing, Talent Management, Career Site Development, Staffing Metrics, Staff Augmentation, Global Rollouts, Global Recruiting, Analytic Reporting, Sourcing, Employee Relations, Human Resources, Training, Recruiting, Coaching, College Recruiting, Succession Planning, Interviews, Employee Benefits, Onboarding, Workforce Planning, Performance Management, Change Management, Strategy, Management, Process Improvement, Leadership
Education
Northeastern University 1995 — 2000
BSBA, Business Management - HRM
Babson College
Executive Leadership Certification, Business Administration and Management, General
Mt St Joseph Academy
State Street Corp July 1996 - Present
State Street Bank June 1988 - June 1996
Corporate Performance Systems June 1987 - December 1987
Skills
Business Process..., Statistical Computing, Operating Model..., Risk Management, Financial Services, Relationship Management, Vendor Management, Business Analysis, Derivatives, Securities, Fixed Income, Bloomberg
Education
Boston College 1984 — 1988
Bachelor of Science, Marketing
Voya Financial December 2005 - Present
BBR Partners 2003 - 2004
State Street 2000 - 2003
State Street Corp 1998 - 2000
Skills
Series 6, MBA, Investments, Mutual Funds, Portfolio Management
Education
Bentley University 2008 — 2010
MBA, Financial Planning
1997 — 1998
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 1998
BS, Finance
Loyola University Maryland 1994 — 1996
Swampscott High School 1990 — 1994
Duxbury Systems, Inc. January 2009 - Present
State Street Corp November 2002 - December 2008
Fidelity Investments 1996 - 2002
Agfa-Gevaert NV, Belgium 1995 - 1996
Agfa 1983 - 1996
Agfa-Gevaert, Wilmington, MA 1988 - 1995
Agfa-Compugraphic 1988 - 1995
Skills
Software Development, Business Analysis, User Interface Design, C++, Analysis, Software Engineering, Agile Methodologies, Web Applications, Requirements Gathering, Software Project..., Visual Studio, C#, XML, C, Unix, Linux
Education
Boston University 1986 — 1988
MACS, Computer Science
Michigan State University
Bachelor of Arts (B.A.)
Dell SecureWorks February 2015 - Present
Ipswitch, Inc. - WhatsUp Gold October 2010 - February 2015
McAfee November 2006 - February 2010
Secure Computing August 2006 - May 2007
State Street Corp August 2000 - June 2006
State Street Corp May 1998 - July 2000
State Street Corporation December 1996 - May 1998
Massachusetts Institute of Technology (MIT) September 1995 - December 1996
The Boston Company December 1993 - July 1994
Bank of Boston January 1993 - August 1993
Skills
Cloud Computing, TCP/IP, Agile Methodologies, Computer Security, Unix, Network Security, Linux, Firewalls, Virtualization, Security, IT Audit
Education
Emerson College 1990 — 1992
MA, Business Communication and PR
University of Massachusetts Boston 1985 — 1988
BS, Mnagement/MIS
State Street Corp. 2008 - 2010
WilmerHale 2006 - 2008
Choate, Hall & Stewart 2002 - 2006
Fleet Private Clients Group 1995 - 2002
State Street Bank & Trust Company 1989 - 1995
Fidelity Investments 1985 - 1988
Education
Suffolk University - Sawyer Business School 1989 — 1992
MBA, Finance
Assumption College 1980 — 1984
BA, English
Lynnfield High School 1977 — 1980
Jackson National Asset Management, LLC November 2010 - Present
Columbia Management / Bank of America June 2006 - August 2008
State Street Corp October 2004 - June 2006
Philips Electronics August 2001 - June 2002
OneStudio Ltd. April 2000 - September 2000
Skills
Equities, Investment Management, Fixed Income, Portfolio Management, Mutual Funds, Valuation, Alternative Investments, Emerging Markets, Financial Reporting, Financial Modeling, Morningstar Direct, eVestment Alliance, Factset, Bloomberg, Derivatives, Securities
Education
University of Durham 1998 — 1999
MBA
University of Newcastle-upon-Tyne 1997 — 1998
PostGrad Dip
Sichuan University
BA
Hawaiian Airlines September 2014 - Present
Hawaii Gas September 2011 - November 2013
Fidelity Investments October 2009 - September 2010
Watson Wyatt November 2007 - October 2008
OppenheimerFunds June 2006 - September 2006
Central Pacific Bank/City Bank September 2002 - August 2005
John Hancock Funds March 2001 - June 2002
State Street Corp. January 1999 - March 2001
Skills
Valuation, Financial Analysis, Financial Services, Market Research, Loans, Financial Modeling, Asset Managment, Finance, Research, Equities, Bloomberg, Fixed Income, Investments, Portfolio Management, Due Diligence, Financial Reporting, Derivatives, Asset Management, Equity Research, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA
Boston University Questrom School of Business 1994 — 1998
BSBA
State Street Corp March 2007 - Present
Fidelity Investments May 2000 - March 2007
Liberty Funds Group (acquired by BoA in 2001) August 1999 - April 2000
State Street July 1994 - July 1999
Skills
BPO, IT Financial Management, RFP, Vendor Management, Financial Analysis, Cost Accounting, Financial Management, Outsourcing Management, Business Analysis, Outsourcing, Strategy, Analysis, Offshoring, Management, Governance, Financial Services, SDLC, Finance, Managerial Finance, Business Process, Project Portfolio..., PMO, Portfolio Management, Business Planning
Education
Northeastern University - Graduate School of Business Administration 1997 — 1999
Master of Business Administration (M.B.A.)
Manhattan College 1987 — 1991
BS, Accounting
Eagle Investment Systems March 2012 - Present
Eagle Investment Systems, LLC August 2006 - March 2012
Eagle Investment Systems March 2002 - March 2012
Eagle Investment Systems January 2000 - March 2002
Eagle Investment Systems September 1998 - January 2000
Keane Consulting 1996 - 1998
Thomson Financial 1994 - 1996
State Street Corp December 1992 - September 1994
State Street October 1991 - December 1992
State Street September 1990 - October 1991
Skills
Eagle PACE, Reference Data, Portia, Fixed Income, Back Office, Market Data, Trading Systems, Bloomberg, Corporate Actions, Investment Management, Fund Accounting, Financial Services, Equities
Education
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
Master of Business Administration (M.B.A.)
Cato Corporation April 2012 - Present
Cato Corporation May 2009 - April 2012
Cato Corporation February 2008 - May 2009
Cato Corporation May 2006 - February 2008
State Street Corp February 2005 - April 2006
Gap Inc. June 2000 - April 2006
Skills
Analysis, Demand Planning, Employee Training, Inventory Control, Inventory Management, Management, Merchandising, Project Planning, Retail, Visual Merchandising, Sales
Education
College of Charleston 2000 — 2004
Bachelors of Science Degree, Business Administration
State Street Corporation November 2014 - Present
State Street Corp. December 2011 - November 2014
State Street Corp. February 2009 - December 2011
Ernst & Young August 2006 - January 2009
State Street Corp. 2004 - 2006
Commercial Bank of Ethiopia August 1999 - October 2001
Skills
Accounting, Audit, Financial Reporting, Auditing, Financial Analysis, Internal Controls, Internal Audit, IFRS, US GAAP, Canadian GAAP, NGOs, ETFs, Exchange Traded Funds..., Finance, Private Equity, Asset Management, Sarbanes-Oxley, Banking, Bloomberg, Hedge Funds, Derivatives, Portfolio Management
Education
University of Massachusetts Boston 2007 — 2009
MBA, Finance
University of Massachusetts Boston 2003 — 2004
B.Sc, Finance
Addis Ababa University 1996 — 1999
B.A, Accounting
State Street Corp August 2011 - Present
Home Goods Retailer May 2011 - July 2011
Skills
Certified Production..., Proficient with..., Excellent..., Access, Bloomberg, Fund Accounting, Nonprofits, Accounting, Mutual Funds, Account Reconciliation, Financial Analysis, Corporate Actions, Securities, Equities
Education
Bunker Hill Community College 2012 — 2015
Associate's degree, Business Administration and Management, General
Cabridge College 2011 — 2012
N/A, Business Management
Cambridge College 2011 — 2012
State Street Corp December 2014 - Present
Wipro Technologies August 2007 - Present
Skills
Java, J2EE Application..., Agile Methodologies, Spring, Hibernate, RESTful WebServices, MVP, GWT, Servlets, JAXB, JMS, PL/SQL, Unix
Education
Anna University 2003 — 2007
Bachelor's Degree, Electronics Engineering, 7.5
Cutter Associates January 2013 - Present
Northern Trust May 2012 - December 2012
Northern Trust December 2011 - May 2012
Russell Investments March 2007 - January 2012
Russell Investments March 2007 - January 2009
Capital Group Companies March 2006 - January 2007
Western Asset Management January 2006 - April 2006
BusinessEdge Solutions April 2005 - September 2005
State Street Corp March 2004 - April 2005
Putnam Investments March 2001 - July 2003
Skills
Project Management, Business Analysis, Integration, Analysis, Management, Leadership, Contract Negotiation, Financial Services, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
MBA, Finance
Emory University 1990 — 1994
B.A, History
Thayer Academy 1986 — 1992
Stone Coast Fund Services November 2013 - Present
Stone Coast Fund Services May 2011 - Present
Concordia University September 2009 - May 2011
Stone Coast Fund Services October 2007 - September 2010
State Street Corp August 2005 - August 2007
Skills
Fund Accounting, Financial Reporting, Mutual Funds, Fund Administration, Bloomberg Terminal, Risk Management, Equities, Hedge Funds, Bloomberg, Alternative Investments, Corporate Actions, Derivatives, Investments, Fixed Income, Asset Managment, Securities
Education
Concordia University 2009 — 2011
MBA
University of Maine 2001 — 2005
B.S., Business Administration
Eagle Investment Systems March 2010 - Present
Eagle Investment Systems November 2006 - April 2010
State Street Corp April 2006 - October 2006
Eagle Investment Systems January 2000 - March 2006
Eagle Investment Systems June 1997 - December 1999
State Street October 1990 - October 1995
Skills
Management, Architecture, Outsourcing, Data Integration, Data Management, Data Warehousing, IT Strategy, Software Lifecycle, Software Engineering, Software Development..., Team Leadership, Team Management, Cross-platform..., Cross-functional Team..., Diversity, Product Development, Product Innovation, Innovation Management
Education
D'Amore-McKim School of Business at Northeastern University 1995 — 1997
MBA, General Management
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Arts, Mathematics & Economics
StepStone Group 2014 - Present
Institutional Limited Partners Association 2012 - 2014
LP Capital Advisors 2006 - 2012
State Street Corp 2004 - 2006
Skills
Alternative Investments, Private Equity, Venture Capital, Fund Of Funds, Portfolio Management, Due Diligence, Investments, Valuation, Investor Relations, Asset Management, Asset Managment, Fixed Income, Hedge Funds, Capital Markets, LBO, Private Placements, Corporate Development, Financial Modeling, Corporate Finance, Investment Banking, Financial Analysis, Mergers, Equities, Securities, Asset Allocation
Education
Fairfield University
Concord Academy
BPV Capital Management - Back Porch Vista February 2014 - Present
Cain Brothers Asset Management June 2011 - Present
Cain Brothers Asset Management February 2010 - June 2011
Bank of New York Mellon August 2007 - April 2010
Bank of New York September 2006 - August 2007
State Street Corp. 2004 - 2006
Skills
Bloomberg, Investment Strategies, Capital Markets, Portfolio Management, Investments, Trading, Fixed Income
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
Grenoble Ecole de Management 2003 — 2003
International business
Richard Bernstein Advisors LLC April 2010 - Present
State Street Global Advisors October 1996 - December 2008
State Street Corp 1989 - 1996
Skills
Bloomberg, Axioma Optimizer, Barra Risk Models, Factset, LatentZero investment..., Portfolio Management, Investments, Charles River IMS, Valuation, Mutual Funds, Fixed Income, Investment Strategies, Equities, Hedge Funds, Asset Allocation, Investment Banking, Trading, Risk Management, Asset Management, Investment Management
Education
Carnegie Mellon University 1985 — 1989
B.S.
Thayer Academy 1981 — 1985
American Beacon Advisors, Inc. February 2014 - Present
DPF Management December 2012 - February 2014
State Street Corp. June 2011 - December 2012
United Parcel Service October 2004 - March 2010
Education
University of Massachusetts Boston 2009 — 2011
Bachelor of Science in Management, Finance Concentration, Graduated Summa Cum Laude
Bunker Hill Community College 2007 — 2008
Associate of Arts (A.A.), Business, Graduated with Honors
State Street February 2011 - Present
State Street Corp August 2004 - February 2011
State Street February 1995 - July 2004
Skills
Business Planning, Strategy, Mergers & Acquisitions, Analysis, Consulting, Deferred Compensation, Employee Relations, Management, Performance Management
Education
Boston University Questrom School of Business 1990 — 1994
BS, Finance
The TJX Companies, Inc. June 2014 - Present
Ernst & Young LLP December 2013 - May 2014
Grant Thornton LLP August 2011 - November 2013
Bentley University June 2011 - April 2013
Goodwin Partners LLP March 2010 - August 2011
Bentley University September 2010 - May 2011
Bentley University September 2009 - May 2010
Heald, Hoffmeister and Co. Inc. October 2007 - August 2009
State Street Corp. November 2005 - September 2007
Staples Inc. 2003 - 2005
Skills
Tax, Income Tax, Corporate Tax, Not for Profit, Accounting, Financial Accounting, Bookkeeping, Auditing, Internal Controls, GAAP, FIN 48, Strategic Financial..., Tax Research, CPA, Partnership Taxation, Tax Returns
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2013
Masters of Science in Taxation, Tax Law/Taxation
Bentley University 2004 — 2010
Bachelor of Science in Accountancy, Minor in Law
Boston Architectural College 2001 — 2004
Architecture
Seamans Capital Management September 2007 - October 2014
Unum Group 2007 - 2007
State Street Corp July 2003 - August 2006
Skills
Valuation, Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Private Equity, Bloomberg, Financial Analysis, Equity Research, Mutual Funds, Investment Research, Financial Modeling, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
Master of Business Administration (MBA), Master of Science in Finance (MSF), Asset Management
Brandeis University 1999 — 2003
BA, Economics
Noble and Greenough School 1995 — 1999
BNY Mellon February 2010 - Present
Regent Technologies, LLC 2009 - 2010
Keane July 2009 - November 2009
State Street Corp 2007 - June 2009
Keane, Inc. June 2001 - June 2009
marchFIRST March 1999 - March 2001
Andersen Consulting June 1992 - March 1999
Skills
Bloomberg Terminal, Inforalgo, Financial Services, Mergers, Leadership, Capital Markets, Project Portfolio..., SDLC, Requirements Gathering, Business Analysis, Vendor Management, Business Process..., PMP, Risk Management, Software Project..., CRM, IT Strategy, Business Process..., Program Management, PMO, Process Improvement, Business Intelligence, Management, Business Process, Integration, Project Management, Business Development
Education
Allegheny College 1988 — 1992
BA
BP High School 1985 — 1988
State Street February 2015 - Present
State Street Corp October 2000 - Present
State Street Corp 1998 - October 2000
State Street Corp 1997 - 1998
Education
Eastern Nazarene College 1986 — 1990
BA
State Street Corp March 2010 - Present
Skills
SDLC, Middle Office, Software Project..., Financial Services, Program Management, Business Analysis, Oracle, Process Improvement, C++, Unix, Onsite-Offshore model, Project Management, Back Office, Software Development, Capital Markets, Corporate Actions, Leadership, Agile Methodologies, Management, Trading, Investments, Java, Web Services, ITIL, IT Program Management, OTC Derivatives, JBPM, Fixed Income, Derivatives, Enterprise Architecture, Enterprise Software, Strategy, Requirements Analysis, Equities, SQL, Vendor Management, Requirements Gathering
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2012
MBA
Harvard University 2005 — 2007
Harvard University 2003 — 2004
University of Kerala 1994 — 1998
B Tech
Hill Valley 1987 — 1994
High School
STATE STREET CORPORATION November 2006 - Present
State Street Corp July 2001 - Present
Education
Fairfield University 1997 — 2001
Bachelor of Science
Sonian January 2014 - Present
Citizens Bank September 2011 - April 2013
Modis February 2010 - August 2011
Blue Cross Blue Shield of RI February 2009 - June 2009
State Street Corp August 2007 - December 2008
GTECH January 2006 - December 2006
Intellireach February 2004 - January 2006
Impact Innovations Group 2001 - 2004
Network Engines 2000 - 2001
Skills
Process Improvement, Project Management, Software Documentation, VMware, Project Planning, Microsoft SQL Server, Networking, Solution Architecture, SharePoint, Troubleshooting, Oracle, Management, Business Analysis, SDLC, PMP, CRM, Enterprise Software, Integration, Information Technology, Risk Management, System Deployment, Strategy
Education
University of Massachusetts at Lowell
BS, IT w/ Business Minor
Northeastern University 2007 — 2007
Certificate, Project Management
Boston University 2005 — 2005
Certificate, Cisco Network Administration & Training
New Horizons 2005 — 2005
Certificate, Linux Fundamentals Training
Clark University 1999 — 1999
Certificate, LAN Administration
NATIONAL FIDUCIARY SERVICES LLC 2004 - Present
FINANCIAL INDUSTRY REGULATORY AUTHORITY 1996 - Present
ACERRA & ASSOCIATES (Legal, Tax & Financial Counsel) 1985 - Present
STATE STREET CORP. 1993 - 2003
SHEARSON LEHMAN AMERICAN EXPRESS 1990 - 1993
AT&T INFORMATION SYSTEMS 1980 - 1985
IBM CORP. 1980 - 1980
Education
Suffolk University Law School 1980 — 1984
Juris Doctor
Isenberg School of Management, UMass Amherst 1976 — 1980
B.B.A.
Boston Latin School 1970 — 1976
Boston University Questrom School of Business
Graduate Finance Program (Investment Analysis & Portfolio Management)
Harvard Law School
Post-Doctorate Program (Dispute Resolution)
Massachusetts Institute of Technology
Executive Program (Information Technology)
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary Program (Center for Fiduciary Studies)
AJO + Partners April 2014 - Present
Numeric Investors February 2007 - April 2014
State Street Corp September 2003 - March 2005
Skills
Portfolio Management, Analytics, Multi Tasking, Equities, Long Distance Running, Fixed Income, Alternative Investments, Hedge Funds, Investment Management, Asset Management, Investment Strategies, Valuation, Emerging Markets, Financial Modeling
Education
Boston University Questrom School of Business 2006 — 2007
MS Investment Management, Financial Analysis/Portfolio Management
Colorado College 1999 — 2003
BA, MAthematical Economics
State Street Corporation [Formerly Investors Bank & Trust] July 2007 - Present
State Street Corp 2007 - Present
Investors Bank & Trust May 2001 - 2007
Barclays Global Investors August 1997 - May 2001
Skills
Bonds, Cross-functional Team..., Risk Management, Business Continuity, Business Continuity..., Mutual Funds, Fund Accounting, Corporate Actions, Budgets, Solution Architecture, Operational Risk..., Financial Services, CRM, Financial Risk, Settlement, SWIFT payments, Fixed Income, Global Custody, Securities, Back Office, Relationship Management
Education
UOP-MBA 2003 — 2006
MBA, Business Administration/Finance
California State University-Sacramento 1988 — 1997
BSBA
State Street Global Advisors (SSgA) June 2013 - Present
State Street Global Advisors (SSgA) April 2012 - Present
SSGA August 2010 - April 2012
Eagle Investment Systems January 2010 - August 2010
State Street Corp. November 2006 - December 2009
State Street Corp. July 2005 - November 2006
State Street Corp. July 2004 - June 2005
Skills
Hold Series 7, Series 63, Mutual Funds, Fixed Income, Financial Services, Business Development, Bloomberg
Education
Bentley University 2006 — 2008
Masters of Business Administration, Management, Business Ethics and Social Responsibility
Fairfield University 2000 — 2004
BS, Marketing
Needham High School
HTG Capital Partners, LLC April 2011 - Present
Chicago Prop Trading Firm November 2009 - April 2011
Individual Accounts September 2008 - November 2009
Eaton Vance April 2007 - September 2008
State Street Corp. May 2004 - April 2007
Skills
Proprietary Trading, Bloomberg, Investments, Asset Management, FX, Equities, Trading, Equity Research, Treasury, Alternative Investments, Fixed Income, Derivatives, FX Options, Investment Management, Investment Strategies, Investment Advisory, Financial Markets, Investment Banking, Electronic Trading, Options, Trading Strategies, ETFs, Bonds, Commodity, Trading Systems, Capital Markets, Securities, Portfolio Management, Technical Analysis, Global Macro, Asset Allocation
Education
Boston University Questrom School of Business 2006 — 2007
MSIM, Investment Management
Cornell University 1999 — 2003
Bachelor of Arts, Economics
State Street Corp May 1999 - Present
Skills
SDLC, Enterprise Architecture, Fixed Income, Business Analysis, Data Warehousing, Risk Management, IT Strategy
Education
Boston University 2000 — 2001
MS, Computer Science
Koneru Lakshmaiah College of Engineering 1991 — 1995
Blue Cross Blue Shield of Massachusetts April 2013 - Present
MFS Investment Management July 2011 - Present
Blue Cross Blue Shield of MA March 2007 - July 2011
MFS Investment Management 2000 - 2007
State Street Corp 1998 - 2001
Skills
Data Center, Cisco Technologies, Virtualization, Cloud Computing, VoIP, Cisco Nexus, Routing, QoS, MPLS, Checkpoint, Networking, LAN-WAN, Wireless, IPS, System Deployment, Call Centers, Avaya, Disaster Recovery, Oracle, Security
Education
Fairfield University 1994 — 1998
Bachelor of Science (BS), Political Science and Government
State Street Corp April 2006 - Present
Bentley College 2003 - 2004
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
Master, Finance
Florida International University - College of Business 1998 — 2002
Bachelor, Finance
Lycée Descartes
Baccalaureate
DST Global Solutions May 2011 - Present
State Street Corp October 2006 - May 2011
DST Internaational 2000 - 2005
Skills
Product Management, Software Project..., SDLC, SaaS, Business Analysis, Fixed Income, Asset Management, Financial Services, Requirements Analysis, Risk Management, Vendor Management
Education
Bentley University 1991 — 1995
Resources Global Professionals March 2005 - Present
Fish & Richardson P.C. May 2008 - December 2010
State Street Corp 1996 - 2004
Skills
Financial Analysis, Process Improvement, Financial Reporting, Mutual Funds, Fund Accounting, Fixed Income, Equities, Derivatives, Management, Project Management, Bloomberg, Securities, Microsoft Excel, Foreign Exchange, Structured Products, Internal Controls, Internal Audit, Sarbanes-Oxley, Fair Market Value, Transfer Pricing, Leadership, Accounting, Financial Modeling, Fund Administration, Corporate Finance
Education
Bridgewater State College 1991 — 1995
Bachelor of Science (B.S.), Finance, General
State Street Corp.
Skills
Bloomberg, Mutual Funds, Securities, Corporate Actions, Fixed Income, Equities, Derivatives, Fund Accounting, Financial Services, Alternative Investments, Asset Management, Cash Management, Financial Analysis, Fund Administration, Hedge Funds, Investments
Education
Boston University Questrom School of Business 2006 — 2010
Master of Business Administration (MBA), Finance, General
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
State Street Corp June 2000 - Present
State Street Global Advisors June 2000 - June 2004
Skills
Financial Services, Mutual Funds, Vendor Management, Business Continuity, Risk Management, Business Analysis, Securities, Process Improvement, Banking, Disaster Recovery, SDLC, Information Technology, Storage, Business Continuity..., Project Management, Risk Assessment, Business Relationship...
Education
Eastern Nazarene College 1988 — 1992
State Street Corp October 2001 - June 2009
Context Integration 1999 - 2001
Mellon Institutional Asset Management 1998 - 2001
Skills
SDLC, Equities, Business Analysis, Fixed Income, Financial Services, Trading Systems, Derivatives, Project Management, Portfolio Management
Education
Bowdoin College 1994 — 1998
Bachelor of Arts (BA), Economics
State Street Corp Operating Modelstate street1997 - 1998
Skills
Securities, Bloomberg, Fixed Income, Global Custody, Mutual Funds, Asset Management, Financial Services, Fund Accounting, Equities, Analytics, Fund Administration, Business Analysis, Corporate Actions, Derivatives, Alternative Investments, Hedge Funds, Portfolio Management
Education
Boston University - School of Management 1995 — 1997
Masters of Business Administration
University of Massachusetts Dartmouth 1988 — 1992
B.S., Finance
GE Capital September 2009 - Present
OTOB May 2006 - Present
BancWare SunGard May 2003 - June 2006
SunGard 2001 - 2006
BancWare SunGard March 2001 - May 2003
Fidelity Investments March 1999 - March 2001
State Street Corp March 1998 - March 1999
State Street Corp March 1997 - March 1998
Skills
Banking, Analysis, Management, Portfolio Management, CRM, Risk Management, Business Intelligence, Sales, Financial Risk, ALM, Enterprise Risk..., Forecasting, Finance, Corporate Finance, Financial Services, Investments, Financial Modeling
Education
Bentley University 1993 — 1996
BS, Finance Cum Laude
University of Miami 1991 — 1993
BS, Business
Boston Latin School 1986 — 1991
Classical and Contemporary College Prep
Monster Worldwide November 2005 - Present
Monster Worldwide September 1999 - October 2005
State Street Corp April 1993 - September 1999
Skills
New Business Development, B2B, Selling, Forecasting, Value-based Selling, Value Based Selling, Cold Calling, SaaS, Solution Selling, Lead Generation, Salesforce.com, Leadership, Sales, Marketing, E-commerce, CRM, Building Relationships, Strategic Partnerships, Enterprise Software, P&L Management, Sales Operations, Sales Management, Sales Presentations, International Sales, Product Management, Sales Process, Management, Coaching, Selling Skills, Demand Generation, Account Management, Executive Management, Key Account Management, Strategy, Team Management, Direct Sales, Product Marketing, Competitive Analysis, Business Development, Cloud Computing, Start-ups, Leadership Development, Customer Retention, Professional Services, Online Advertising, SEM, Analytics, Recruiting, Online Marketing, Channel Partners
Education
Concordia University 1985 — 1988
BA, Economics/Finance
Vanier College 1983 — 1985
CEGEP, Arts and Sciences
Dawson College 1981 — 1982
Applied Sciences
State Street Bank July 2012 - Present
Eaton Vance April 2005 - July 2012
State Street Corp January 1996 - April 2005
Deloitte & Touche September 1990 - January 1996
MFS January 1986 - January 1989
Skills
Mutual Funds, Fund Accounting, Equities, Securities, Asset Managment, Fund Administration, Alternative Investments, Valuation, Tax, Financial Reporting, Management, Financial Services, Investments
Education
Suffolk University - Sawyer Business School 1996 — 1999
MSF, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MST, Taxation
University of Massachusetts Boston 1985 — 1990
BC High
State Street Corp September 2003 - Present
Keane inc 2003 - 2004
Skills
Financial Services, Business Analysis, SDLC, Requirements Analysis, User Acceptance Testing, Mutual Funds, Securities, Derivatives, Data Warehousing, Visio, Corporate Actions, Agile Methodologies, SOA, Project Management, SQL, Unix, Trading Systems, Analysis, Outsourcing, PL/SQL, Quality Center, Asset Management, Sybase, Process Improvement, Requirements Gathering, Banking, Vendor Management
Education
Australian Catholic University 2000 — 2002
M.S, Information Systems
Osmania University 1996 — 1999
International Trade
Morgan Stanley February 2010 - Present
Keane Inc February 2006 - February 2010
State Street Corp 2004 - 2006
AT&T Labs at Florham Park 2002 - 2004
AT&T business billing 1999 - 2001
Goldman Sachs 1998 - 1999
Lucent Technologies 1996 - 1998
Skills
Sybase, Teradata, Data Modeling, Data Warehousing, DB2, Oracle, ETL, SDLC, Enterprise Architecture, Unix Shell Scripting, Business Intelligence, Requirements Analysis, Business Analysis, Integration, Databases
Education
City University of New York 1997 — 1999
MS, Computer Science
University of Calcutta 1988 — 1992
BS, Chemistry
Wellington Management July 2007 - December 2014
State Street Corp January 2004 - July 2007
Emptoris August 2002 - November 2003
MIT April 2002 - August 2002
Interlynx Technologies June 1999 - December 2001
Interlynx Technology/ProAct Technology 1999 - 2001
Skills
SDLC, Integration, Business Analysis, Fixed Income, Software Project..., Agile Methodologies, Business Requirements, SQL, Financial Services, Unix, Vendor Management, Oracle
Education
Anna University 1990 — 1993
First Eagle Investment Management, LLC July 2006 - Present
State Street Corp. August 2003 - July 2006
Skills
Hedge Funds, Equities, Bloomberg
Education
Gettysburg College 1999 — 2003
BA, Economics
SMI - Strategic Marketplace Initiative March 2015 - Present
CJ Huntington October 2014 - Present
State Street Corp 2010 - 2012
State Street 2007 - 2010
State Street 2005 - 2007
State Street 2001 - 2005
State Street 2000 - 2001
State Street 1998 - 2000
State Street 1996 - 1998
State Street 1994 - 1996
Skills
Highly Analytical, Attention To Detail, Website Development, Web Design, Web Analytics, Technical Writing, Procedure Analysis, Procedure Manuals, Procedure Review, Business Analysis, Photoshop, PowerPoint, Word, Excel, Process Engineering, Process Improvement, Customer Satisfaction, Project Management, Quality Assurance, Internet, Collaboration, Adobe Creative Suite, Visio, Technical Analysis, Microsoft Excel, SharePoint, CRM, Integration, Cross-functional Team..., Requirements Analysis, Strategy, Financial Services, Vendor Management, Training, Analysis, Microsoft Word, Fixed Income
Education
Clark University 1999 — 2000
Certificate, Web Master
Clark University 1998 — 1999
Certificate, Computer Graphics & Web Design
University of Massachusetts Dartmouth 1984 — 1988
Bachelor of Science, Finance
State Street March 2014 - Present
State Street February 2013 - Present
State Street June 2011 - March 2014
State Street Corp. September 2003 - June 2011
State Street Corp. May 2006 - December 2007
Skills
Mutual Funds, Fixed Income, Customer Service, Business Analysis, Excel, Customer Relations, Microsoft Excel, Skilled Presenter, Financial Services, Process Improvement
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2008
MBA, Concentration in Business Renewal
Salve Regina University 1998 — 2002
BS, Business
State Street Corp October 2010 - Present
Bayer MaterialScience July 2008 - October 2010
Bayer MaterialScience March 2006 - July 2008
Skills
Pricing, Cross-functional Team..., Product Development, Product Management, Contract Negotiation, Negotiation, Forecasting, Process Improvement, New Business Development, Leadership, Strategic Planning, Marketing Strategy, Manufacturing, Strategy, Marketing, Sales Management, Competitive Analysis, Management, Supply Chain Management
Education
Baker University 2012 — 2014
Master of Business Administration (MBA)
Missouri State University 1996 — 2000
Bachelor of Science (B.S.) Marketing, Sales and Sales Management
Philips April 2015 - Present
State Street February 2015 - April 2015
State Street November 2012 - February 2015
State Street March 2010 - October 2012
State Street Corp April 2005 - March 2010
State Street August 2004 - April 2005
SAVVIS September 2003 - July 2004
Reuters November 2001 - August 2003
Skills
Budget Management, Contract Management, Contract Negotiation, Procurement, Vendor Management, Purchasing Management, Process Improvement, Budgets, Team Leadership, Program Management, Purchase Management, Project Management, Team Building, Pricing, Management, Negotiation, Business Analysis, Forecasting, Cross-functional Team...
Education
Boston University 1996 — 1999
BA, International Relations Business and Economics
Boston University Questrom School of Business 1996 — 1999
Minor, Business Administration
Wolters Kluwer Financial Services April 2013 - Present
State Street Corp. 1995 - February 2013
Skills
Financial Services, Mutual Funds, Project Management, Global Application..., Offshore Management, Team Building, SDLC, Budget Monitoring, Resource Management, Fixed Income, Wash Sales, Collateral Management, Leadership, Fund Accounting, Software Project..., Software Development, Management, Requirements Analysis, Business Analysis, Requirements Gathering
Education
Bryant University
Bachelor of Science, Business Administration
CSC Partners’ Fundamentals in Data Processing Certification
Bryant University 1981 — 1985
Bachelor of Science (B.S.)
The Colony Group November 2014 - Present
The Colony Group July 2012 - November 2014
Mintz Levin Financial Advisors March 2012 - July 2012
State Street Corp. August 2009 - March 2012
Investors Bank & Trust November 2005 - August 2009
Investors Bank & Trust September 2003 - November 2005
Skills
Investments, Bloomberg, Mutual Funds, Equities, Securities, Financial Analysis, Alternative Investments, Asset Allocation, Account Reconciliation, Fixed Income
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
BS, Economics
Westford Academy
The Architectural Team May 2015 - Present
Freelance May 2009 - May 2015
Inclusive Interiors, LLC August 2010 - December 2014
Paul Lukez Architecture January 2012 - June 2012
Leslie Fine Interiors, Inc. May 2008 - January 2012
Stefura Associates August 2009 - August 2009
New England School of Art & Design at Suffolk University September 2005 - May 2009
State Street Corp September 2000 - October 2004
Timbermills.com November 1999 - January 2001
Mellon Bank October 1995 - September 2000
Skills
Concept Development, Programming, Space Planning, Schematic Design, Design Development, Presentation Board..., FF&E Specification, Color/Material/Finish..., Construction..., AutoCAD, Photoshop, InDesign, Illustrator, SketchUp, MS Office, Hand Drafting, Hand-rendering, Sketching, Model Making
Education
Suffolk University 2005 — 2009
MA, Interior Design
Boston University 1991 — 1995
B.A., Biology, Economics
State Street June 2015 - Present
Citizens Bank November 2014 - June 2015
State Street Corp February 2008 - August 2014
State Street April 2000 - February 2008
Keane Inc. June 1995 - April 2000
Skills
Oracle, Data Warehousing, PL/SQL, SDLC, SQL, Unix Shell Scripting, Toad, Pearl, Unix, SCCS, Autosys
Education
Fitchburg State College 1990 — 1996
Bachelor's Degree, Management Information Systems, General
Taconic high school
Wellington Management July 2012 - Present
Wellington Management August 2008 - July 2012
State Street Corp 2006 - August 2008
Investors Bank & Trust Co 2005 - 2006
State Street Corp 2002 - 2005
Skills
Corporate Actions, Mutual Funds, Microsoft Excel, Financial Services, Bloomberg, Fixed Income, Fund Accounting, Equities, Securities, Investments
Education
Suffolk University - Sawyer School of Management 2010 — 2015
MBA
Bridgewater State University 2008 — 2009
Graduate Certificate, Finance
Bridgewater State University 1998 — 2003
BA, History
State Street Corp
Skills
Equities, Bloomberg, Investments, Mutual Funds, Financial Services, Fund Accounting, Derivatives, Fixed Income, Securities, Asset Management, Financial Reporting, Risk Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1978 — 1982
State Street Corp April 2007 - Present
Eze Castle Software October 2003 - April 2007
Deutsche Bank October 2002 - October 2003
Pioneer Investments February 2002 - October 2002
Fidelity Investments June 2000 - August 2001
Skills
Hedge Funds, Product Management, Integration, Portfolio Management, Product Development, Trading Systems, Equities, Financial Markets, Financial Services, Derivatives, Fixed Income, Agile Methodologies, Electronic Trading, Bloomberg, Business Analysis
Education
Boston University Questrom School of Business 1996 — 2000
BS
State Street Corp December 2003 - Present
Family Orthodontics 2002 - 2008
Skills
Fixed Income, SDLC, Autosys, Equities, Financial Services, Unix, Hedge Funds, Mutual Funds
Education
Anna University 1986 — 1989
Alden & Harlow January 2014 - Present
Trina's Starlite Lounge May 2012 - Present
State Street Corp April 2011 - Present
Zocalo Back Bay October 2012 - May 2013
Local 149 March 2011 - October 2012
The Biltmore Bar & Grille January 2010 - March 2011
Skills
Customer Service
Education
Boston University 1995 — 1999
Bachelor of Science (B.S.), Journalism
Berkley Technology Services January 2012 - Present
MetLife November 2010 - December 2011
American Life Insurance Company January 2010 - November 2010
State Street Corp 1999 - 2009
Princeton Financial Systems 1994 - 1999
Alliance Capital Management 1990 - 1994
Equitable Life 1984 - 1990
JC Penney 1980 - 1984
Skills
Business Analysis, Process Improvement, Management, Insurance, SDLC, Financial Analysis, Investments, Finance, Leadership, PAM for Securities, Business Intelligence, Impromptu, Risk Management, Analysis, Accounting, Access, Financial Services, Vendor Management
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Information Systems and Statistics
Florida Institute of Technology
MS, Information Systems
University of Delaware
Certificate, Business Analysis
State Street Corp.
Skills
Fixed Income, Fund Accounting, Securities, Mutual Funds, Financial Services, Asset Managment, Bloomberg, Business Analysis, Middle Office, SDLC, Project Management, Derivatives, Equities, Corporate Actions
Education
Eastern Nazarene College 1976 — 1985
Eastern Nazarene College 1976 — 1985
State Street Alternative Investment Solutions May 2013 - Present
State Street Corp July 2011 - May 2013
State Street Corp April 2011 - July 2011
State Street Corp November 2009 - April 2011
State Street Corp April 2008 - November 2009
Investors Bank & Trust November 2006 - November 2007
Education
Bentley University 2011 — 2013
Master of Science, Finance
Merrimack College 2000 — 2004
Bachelor of Science in Business Administration, Finance
Ahold USA 2012 - Present
State Street Corp. 1997 - 2009
Quincy College 1990 - 2000
J. Baker, Inc. 1990 - 1997
Education
Bridgewater State University
B.S.
State Street August 2009 - Present
State Street Corp January 2007 - August 2009
Skills
Financial Analysis, Portfolio Management, Fund Accounting, Finance, Mutual Funds, Leadership, Financial Modeling, Financial Services, Risk Management, Equities
Education
College of the Holy Cross 1979 — 1982
BA, Economics/Accounting
State Street Corp April 2014 - Present
State Street Corp March 2007 - March 2014
State Street Corp March 2004 - December 2007
Skills
Financial Analysis, Fund Accounting, Process Improvement, Access, Data Analysis, Management, Project Management
Education
Brandeis International Business School 2005 — 2008
Master of Science, Finance
Stonehill College 1996 — 1999
Business Administration, Management
ATK - Lake City October 2014 - Present
ATK - Lake City Army Ammunition Plant August 2010 - Present
Blue Springs School District August 2009 - Present
State Street Corp. March 2010 - August 2010
Blue Springs School District January 2003 - May 2010
Blue Springs School District January 2002 - May 2010
Computer Engineering, Inc. January 2006 - June 2009
Computer Engineering, Inc January 2006 - June 2009
JWS Corporation September 1996 - December 2005
Fluor Daniel, Incorporated June 1993 - September 1996
Skills
Technical Writing, Microsoft Office, Software Documentation, Microsoft Excel, Active Directory, XP, Microsoft Certified..., SharePoint, Technical Support, Windows Vista, Networking, SQL, FrontPage
Education
University of Missouri-Kansas City 1985 — 1987
Central Michigan University
Master of Science Administration
Longview Community College
Associate of Arts Degree, Data Processing
University of Missouri-Kansas City
BA, Business Administration; CBIS
State Street Bank August 1993 - Present
State Street Corp 1993 - Present
Skills
Integration, Vendor Management, Security, Disaster Recovery, Data Center, Software Documentation, Visio, Cisco Technologies, Active Directory, Information Security, Process Improvement, Virtualization, Troubleshooting, Project Management, IT Strategy, Network Security
Education
Bridgewater State University
Fidelity Investments June 2011 - Present
Fidelity Investments March 2007 - June 2011
Fidelity Investments June 2004 - March 2007
JPMorgan Chase September 1999 - June 2004
State Street Corp November 1996 - September 1999
Skills
Securities, Equities, Mutual Funds, Fixed Income, Asset Management, Financial Services, Portfolio Management, Alternative Investments, Risk Management, Bloomberg, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MSF, Finance
Western New England University 1991 — 1995
BSBA, Marketing
Archbishop Williams High School 1986 — 1990
Knight Equity Markets DirectorKnight Capital Group2007 - Present
Leerink Swann 2006 - 2007
Leerink Swann 2006 - 2007
Miletus Trading 2004 - 2007
State Street Corp 2000 - 2003
State Street Bank 2000 - 2003
Education
Brooklyn College
Thompson Tax & Associates March 2014 - Present
State Street Corp April 2007 - August 2013
H&R Block December 2006 - April 2007
AKT Development June 2005 - February 2006
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Business Analysis, Auditing, Internal Controls, Process Improvement, Managerial Finance, Microsoft Excel, VBA, Microsoft Office, Strategic Planning, Operations Management, Customer Service, Account Reconciliation, Finance, Risk Management, Investment Advisory, GAAP Standards, Financial Statements, Financial Risk..., Management, Tax, Financial Accounting
Education
California State University-Sacramento 2001 — 2005
Bachelor's, Business
American River College
Sports: Tennis Team
Captain of Sacramento State Tennis Team in my senior year
State Street Corp March 2006 - December 2012
Eagle Investment Systems 2003 - 2006
State Street Corporation December 1989 - July 2003
New England Life September 1980 - December 1988
Skills
Data Analysis, Database Design, Data Warehousing, Information Management, Business Analysis, Fund Accounting, Project Management, Oracle RAC, Leadership, Financial Services, Mutual Funds, Fixed Income, Securities, Equities, Bloomberg, SDLC, Risk Management, Finance, Vendor Management, Derivatives, Process Improvement, Hedge Funds, Asset Management
Education
Bentley University
MS CIS, Computer Information Systems
University of New Hampshire
Bachelor of Science, Mathematics Education
State Street Corp. Senior Editor, Employee CommunicationsFleet Financial Group1990 - 1996
Bank of New England 1987 - 1989
Skills
Project Management, Editing, Marketing Communications, Social Media Marketing, Corporate Communications, Internal Communications, Newsletters, Social Media, CRM, Human Resources, Public Relations, Strategy, Strategic Communications, Marketing, Press Releases, Integrated Marketing
Education
Emerson College
Master of Health Communication, Combined program with Tufts Medical School
Simmons College
BA, Public Relations
Fidelity Investments July 2011 - Present
Fidelity Investments July 2009 - July 2010
Fidelity Investments May 2005 - January 2007
Fidelity Investments August 2000 - March 2005
State Street Bank February 1996 - August 2000
State Street Corp. 1996 - 2000
Skills
Project Management..., series 24, FINRA, Series 7, Financial Services, Risk Management, Relationship Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2010
MBA, Risk Management and Real Estate Management
Bryant University 1991 — 1995
BS BA, Finance
State Street Corp. December 2007 - Present
Brown Brothers Harriman September 2006 - December 2007
State Steet Global Advisors 2004 - 2005
Putnam Investments March 1997 - October 2003
State Street October 1989 - March 1997
Skills
Portfolio Management, Fixed Income, Securities, Financial Services, Business Analysis, Equities, Mutual Funds, Back Office, Bloomberg, Asset Management, SDLC, Business Requirements, Derivatives, Fund Accounting, Vendor Management, Corporate Actions, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA, Business
Bentley University 1985 — 1989
B.S., Finance
Renaissance Alliance Insurance Group March 2009 - Present
Jet Direct April 2007 - March 2009
State Street April 2001 - April 2007
state street corp 2001 - 2007
Skills
Microsoft Word, Microsoft Excel, AMS360, Accounting, Financial Reporting
Education
Boston University 1990 — 1992
Communications
Weymouth North High School 1987 — 1990
diploma
C Space Corp July 2013 - Present
State Street Corp June 2011 - June 2013
Sunlife Financial January 2008 - June 2011
PricewaterhouseCoopers October 2006 - January 2008
Skills
CISA, IT Audit, Sarbanes-Oxley Act, Information Security, SAS70, SDLC, Enterprise Risk..., Information Security..., Sarbanes-Oxley, CISM
Education
Brandeis University
Master of Science (MS), IT Management
Northeastern University
Bachelors, Computer Science
State Street Corp. March 2003 - Present
Scudder Kemper Investments 1998 - 2003
Fleet Bank 1992 - 1998
Skills
Mutual Funds, Financial Reporting, Finance, Investments, Financial Analysis, Valuation, Corporate Finance, Asset Management, Bloomberg, Financial Modeling, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance, Management
Boston University Questrom School of Business
BS, Accounting, Finance
FMGLOBAL September 2010 - Present
Unemployed and Looking for Work December 2008 - September 2010
State Street Bank and Trust Corporation January 1991 - January 2008
state street corp 1991 - 2008
Bank of Boston March 1983 - March 1991
Bank of Boston March 1983 - January 1991
New England Life March 1981 - March 1983
New England Life March 1981 - March 1983
Cambridge School Department September 1978 - March 1981
Cambridge Public Schools August 1978 - March 1981
Skills
JCL, VSAM, COBOL, CICS, Fileaid, Access, MVS, NDM, PL/1, Project Management, Microsoft Excel, Serena Changeman
Education
University of Massachusetts Boston 1974 — 1978
BA, Mathematics - pure
Boston University
University of Massachusetts Boston
Bachelor of Arts, Pure Mathematics
State Street Bank 1997 - Present
State Street Corp. 1997 - Present
Skills
SDLC, PMP, Project Management, Program Management, Process Design, Lean Manufacturing, Data Governance, Process Improvement, Business Analysis, Business Continuity..., IT Strategy, PMO, Requirements Gathering, Governance, Project Portfolio..., Visio, Requirements Analysis, Business Process..., Business Requirements, Business Process
Education
Babson College 1995 — 1997
MBA
Comenius University, Slovakia 1988 — 1990
RNDr (Masters), Mathematics
Univerzita Komenského v Bratislave 1983 — 1988
BA, Education
Reit Management & Research LLC October 2014 - Present
Capgemini October 2009 - Present
Smith and Nephew 2000 - October 2009
State Street Corp 1995 - 1999
Skills
VPN
Education
Boston College 1987 — 1991
Bachelor, Marketing
State Street February 2015 - Present
State Street Corp August 2012 - February 2015
State Street Alternative Investment Solutions April 2008 - August 2012
Seligman Data Corp May 2006 - April 2008
Seligman Data Corp July 2004 - May 2006
Citigroup Fund Services (formerly Forum Financial) May 2002 - April 2004
Citigroup Fund Services (formerly Forum Financial) January 1998 - May 2002
Skills
Investments, Information Management, Transfer Agency, Mutual Funds, Hedge Funds, Financial Services, Business Process, Business Analysis, Alternative Investments, Equities
Education
Florida Institute of Technology 2009 — 2011
MBA, Finance / Accounting
University of Phoenix 2005 — 2008
BS, Business / Finance
United States Air Force Technical School 1997 — 1997
Information Management
State Street October 2014 - Present
State Street Bank October 1991 - Present
State Street Corp 1991 - Present
American International Group 1989 - 1991
Ocean Spray Cranberries 1986 - 1989
Skills
Social Media, Project Management, Virtualization..., Cloud Computing, Change Management, Staff Development, Staff Management, Staff Mentoring, Information Architecture, Technical Architecture, Technical Management, Telecommunications, Microsoft Office, Microsoft Technologies, Microsoft Lync
Education
Clark University 1982 — 1986
BA, Geography
State Street December 2010 - Present
Finadium LLC August 2009 - November 2010
Fidelity Capital Markets June 2007 - December 2008
State Street Corp. 1985 - 2007
Education
Northeastern University - Graduate School of Business Administration
MBA
State University of New York at Buffalo
BA, Anthropology
State Street Corp Commercial Claims ManagerKnapp Schenck & Co.November 2002 - February 2005
Gallagher Bassett Services, Inc. October 2000 - November 2002
CNA Insurance Company 1989 - 1998
CNA 1989 - 1998
Education
Eastern Nazarene College 1980 — 1984
Bachelors, Business Administration
State Street Corp 1999 - Present
Skills
Fund Accounting, Mutual Funds, Corporate Actions, Fund Administration, Global Custody, Securities, Financial Services, Fixed Income, Middle Office, Nonprofits, Non-profit Board...
Education
Assumption College 1995 — 1999
North Quincy High School
KPMG March 2015 - Present
State Street Bank December 2013 - February 2015
Wellington Management September 2011 - June 2013
State Street Corp May 2009 - September 2011
Brown Brothers Harriman July 2008 - April 2009
American Benefit Plan January 2007 - June 2008
Merrill Lynch October 2006 - December 2006
Skills
Financial Analysis, Bloomberg, Access, Microsoft Excel, Financial Accounting, Mutual Funds, Securities, Risk Management, Analysis, Equities, Portfolio Management, Valuation, Investments, Financial Risk, Banking, PowerPoint, Microsoft Visio
Education
Boston College - Carroll School of Management 2013 — 2013
Masters, Finance
Boston College 2010 — 2013
Master of Business Administration (MBA), Business Administration
Portland State University 2003 — 2006
BS, Finance
Legg Mason February 2015 - Present
Virtus Investment Partners December 2010 - February 2015
State Street Corp September 2007 - November 2010
Mass Mutual November 2005 - May 2007
Aetna Life Insurance Company March 2002 - December 2004
Aetna Inc July 1999 - March 2002
Skills
Corporate Law, Corporate Governance, Due Diligence, Insurance, Investments, Financial Services, Investment Advisory, Legal Assistance
Education
Bay Path University
Certificate & Associate, Legal Studies
Western New England University
Bachelor of Arts, Sociology
Cell Signaling Technology August 2013 - Present
CH Boston March 2011 - February 2012
State Street Corp. June 2007 - April 2010
Archway Fund - Bryant University June 2006 - May 2007
Skills
Fixed Income Analysis, Equity Research, Credit Analysis, Equity Valuation, Credit Derivatives, Investment Valuation, Risk Management, Portfolio Management, Strategic Planning, Quantitative Research, Financial Modeling, Real Estate Private..., Bloomberg, FactSet, SQL, SPSS, Capital IQ
Education
Bentley University 2010 — 2012
Master of Business Administration (MBA), Finance
Bryant University 2004 — 2007
Bachelor of Science degree in Business Administration, Finance
State Street Corp May 1999 - December 2014
Atlantic Data Services 1987 - 1999
Skills
Financial Services, Project Management, Business Analysis, Data Analysis, Banking, CRM, Microsoft Excel, Cross-functional Team..., Business Process..., Microsoft Office, Outlook, Program Management, Software Quality..., SDLC, Global Custody, Electronic Transmissions, IBM Mainframe, JCL, Microsoft Project, Business Requirements, Mutual Funds, Fund Accounting, Equities, Requirements Gathering, Business Intelligence, Vendor Management, PMO, IT Strategy, Requirements Analysis, Securities Lending, Middle Office, Visio, Data Modeling, Analysis, Securities, Data Warehousing, TSO, Outsourcing, Business Process, Software Project..., Trading Systems, Back Office
Education
College of the Holy Cross
BA
State Street Corp 2002 - Present
New England Financial September 1998 - September 2001
SunLife of Canada 1979 - 1998
Skills
PMP Certified
Education
Boston College 1971 — 1975
BA, Math, Economics
Ntirety February 2013 - Present
State Street October 2003 - September 2012
State Street Corp December 1999 - October 2003
State Street May 1997 - December 1999
Skills
Microsoft SQL Server, Disaster Recovery, Databases, SQL, Troubleshooting, Database Administration, T-SQL, Requirements Gathering, Process Improvement, Requirements Analysis, Business Analysis, SQL Server, Application Support, Data Analysis, Software Documentation, Autosys, Financial Services, Performance Tuning, Relational Databases, Analysis, Citrix, Application Development, DTS, Land Administration, Applications, BMC Remedy
Education
University of Massachusetts Boston
BA, Political Science
Clark University
Certificate, Microsoft Certification
Boston College High School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Quintiles Outcome December 2012 - Present
CIDC June 2010 - December 2012
John Hancock 2000 - 2009
John Hancock Financial Services 2000 - 2009
State Street Corp 1995 - 2000
Thomson Financial 1992 - 1995
Skills
Agile Methodologies, SDLC, SQL, Scrum, Full SDLC, Requirements Analysis, Agile Project Management, Software Project..., Data Modeling, Business Analysis, Data Warehousing, Visio, Requirements Gathering, Business Requirements, Microsoft SQL Server, Quality Assurance, Software Documentation
Education
Boston University 1995 — 1997
MS in Computer Science, Computer Science
Northeastern University 1988 — 1991
BS in Computer Science, Computer Science
135
ALANIS Relationship Associates, Hanover, MA 2004 - Present
Omgeo/Thomson Financial ESG January 2000 - January 2003
STATE STREET GLOBAL ADVISORS January 1999 - January 2000
STATE STREET CORP January 1994 - January 1999
STATE STREET CORP January 1992 - January 1994
Education
Boston University
MBA
University of Nevada-Las Vegas
Bachelor of Arts & Sciences
Boston University
MBA
Equifax May 2007 - Present
State Street Corp 1989 - 2007
J.P. Morgan 1993 - 1994
Skills
Financial Modeling, Financial Services, Finance, Financial Analysis, Process Improvement, Financial Reporting, Strategic Financial..., Business Analysis, Essbase, Capital Budgeting, Budgets, Mutual Funds, Variance Analysis, Business Case Modelling, Microsoft Excel, Oracle E-Business Suite, Oracle Discoverer, Forecasting, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1995
Master of Science (MS), Finance, Graduated with Distinction
Bridgewater State University 1985 — 1988
BS, Management Science, Minor in Economics, Graduated Summa Cum Laude
TD October 2012 - Present
Best Buy October 2010 - October 2012
T-Mobile September 2005 - May 2009
Service Master May 2005 - August 2005
Finish Line Corp July 2003 - January 2005
Joann Fabrics August 2002 - June 2003
State Street Corp January 2000 - January 2002
Education
Eastern Nazarene College 2005 — 2007
Other, Busniess Management/Ministry
Bristol Community College 1998 — 2000
Other, Liberal Arts/Business
J.P. Morgan October 2014 - Present
California Earthquake Authority June 2012 - August 2013
State Street Corp. March 2011 - June 2012
VISA INC June 2008 - August 2008
Skills
Financial Modeling, Fixed Income, Investment Strategies, Valuation, Finance, Capital Markets, Derivatives, Matlab, Alternative Investments, Quantitative Research, Economics, C++, SQL, Quantitative Analytics, Bloomberg, Financial Analysis, Mutual Funds, Options, Financial Risk, Bloomberg Terminal, Equity Valuation, Alternative Investment..., Fixed Income Portfolio..., Manager Selection, Insurance Linked..., Institutional..., Investment Valuation, Portfolio Optimization, Investment Policy..., Financial Risk..., Analysis, CRM, Investment Portfolio..., Microsoft Excel, Microsoft Office, VBA, R, PowerPoint
Education
Columbia University in the City of New York 2013 — 2014
MA, Mathematics of Finance
Cornell University 2006 — 2010
BA, Economics
Samaritan EMS January 2010 - February 2011
Blue Cross Blue Shield January 2008 - August 2008
State Street Corp January 2006 - May 2008
Winn Companies January 2005 - January 2006
John Hancock, Boston MA1 January 2005 - April 2005
Education
Ashford University 2010 — 2013
Criminal Justice
Brighton High School 1999 — 2003
Boston Financial Data Services May 2013 - Present
iWalk January 2013 - March 2013
Codix February 2012 - November 2012
Deutsche Bank July 2011 - November 2011
ABC Money Transactions Inc December 2008 - June 2011
MFS Investment Management March 2007 - November 2008
Investors Bank & Trust October 2006 - March 2007
Bank of America Corp November 2005 - October 2006
Boston Financial Data Services February 2005 - October 2005
State Street Corp June 2001 - January 2005
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Information Technology, Network Administration, System Administration, Systems Analysis, Business Analysis, Desktop Administration, Help Desk Support
Education
University of Massachusetts, Amherst 1998 — 2001
BA, Economics
Boston College 1997 — 1998
State Street Corp 1987 - 2012
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1995
Bachelor of Science, Accountancy
American-Moroccan for Solidarity March 2013 - Present
State Street Corp February 2009 - Present
State Street Corporation February 2009 - March 2013
Vance Uniform Protection Services January 2005 - February 2009
Skills
Financial Analysis, Project Management, Analysis, Strategic Planning, Management, Data Analysis, Risk Management, Business Analysis, Business Strategy, Program Management, Portfolio Management, Business Process..., Business Planning, Management Consulting, Financial Risk, Mutual Funds, Time Management, Auditing, Leadership, Financial Reporting, Finance, Financial Services, Corporate Actions, Training, Enterprise Risk...
Education
Boston University 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
State Street Corp February 2000 - Present
Skills
Derivatives, Investments, Valuation, Fixed Income, Equities, Hedge Funds, Securities, Bloomberg, Corporate Actions, Asset Management
Education
Emmanuel College
Bachelor's degree, Business/Managerial Economics
Rockland Trust June 2015 - Present
Sovereign Bank August 2008 - June 2015
IDC February 2008 - August 2008
P.T. Gistex February 2006 - December 2007
State Street Corp December 2000 - January 2006
Quaker Fabric July 1999 - December 2000
Fleet Bank December 1998 - July 1999
PT Nusadana Inti Investama July 1997 - May 1998
Hughes Aircraft Company September 1990 - September 1995
Raytheon April 1988 - July 1990
Skills
MS Office, MS Project,..., Financial Analysis, Forecasting, Finance, Corporate Finance, Risk Management, Analysis, Competitive Analysis, Portfolio Management, Management, Valuation, Business Strategy, Accounting, Financial Services, Internal Audit, Marketing, Executive Management, Retail, Telecommunications, Financial Forecasting, Manufacturing
Education
Babson College 1995 — 1997
Master of Business Administration (MBA), General Management / Finance
University of California, Irvine 1985 — 1987
MSEE, Digital Signal Processing and Detection/Estimation
University of California, Irvine 1980 — 1984
Bachelor of Science (BS), Electrical Engineering
Santander Bank, N.A. July 2014 - Present
State Street Corp April 2010 - July 2014
State Street May 2008 - April 2010
State Street August 2006 - May 2008
State Street February 2006 - August 2006
Skills
Banking, Finance, Mutual Funds, Portfolio Management, Financial Analysis, Corporate Finance, Financial Reporting, Valuation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2009
Master of Business Administration (M.B.A.)
Bentley University
Bachelor of Science in Finance with minor in Computer Information Systems
State Street Corp. May 2013 - Present
Education
University of Massachusetts Boston 1993 — 1999
Bachelor's of Science
Boston Latin School 1987 — 1993
Highschool Diploma