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
Intelligence Security International (ISI) March 2009 - Present
TSS International June 2007 - January 2009
Tyco/Software House 2006 - 2007
AlliedBarton Security Services 2003 - 2006
AlliedBarton Security 2003 - 2006
State Street Corp 1998 - 2003
Lotus Development 1996 - 1998
Digital Equipment Corp 1988 - 1998
Digital Equipment Corp 1986 - 1998
Skills
Security Management, Investigations, Business Management, Contract Negotiations, Competitive Analysis, Product Review, Consulting, Site and System Reviews, Training and Speaking..., Union Negotiations, P/L management, Operations Management, Labor Relations &..., Staff development and..., Program Design, Security Surveys, Training & Development, Management, Program Management, Training, Security, Reviews, Private Investigations, Negotiation, Employee Training, Contract Negotiation, Labor Relations, Leadership, Emergency Management, Security Operations, Business Development, Recruiting, Business Continuity, Crisis Management, Corporate Security, Risk Assessment, Executive Protection, Security Training, Fraud, Workplace Violence, Surveillance, Security Audits, Asset Protection, Team Building, CCTV, Access Control, Physical Security, Protection, Analysis, Background Checks
Education
Northeastern University 1985 — 1988
ba, criminal justice
Massachusetts Bay Community College 1983 — 1985
AS, Business
Newton South HS 1981 — 1983
Fidelity Investments April 2013 - September 2014
Fidelity Investments July 2012 - April 2013
Fidelity Investments October 2011 - July 2012
Bank of New York Mellon September 2008 - August 2011
Bank of New York Mellon October 2007 - August 2008
Bank of New York Mellon 2003 - 2007
State Street Corp January 2000 - June 2003
US Navy September 1990 - August 1994
Skills
Leadership, Management, Analysis, Finance, Fixed Income, Accounting, Training, Account Reconciliation, Securities, Fund Accounting, Financial Modeling, Bloomberg, Equities, Financial Analysis, Mutual Funds, Financial Services
Education
Nova Southeastern University 2007 — 2010
MBA, Finance
University of Massachusetts Boston 1997 — 1999
B.S., Management
Cool Gear International May 2015 - Present
Snyder's-Lance, Inc. April 2013 - May 2015
Harvest Trading Group June 2012 - October 2012
Summer Infant November 2010 - January 2012
Streetwear, Inc June 2005 - October 2010
Logix, Inc February 2004 - June 2005
State Street Corp October 2001 - February 2004
Skills
Logistics, Inventory Management, Freight, Invoicing, Distribution Center..., Microsoft Excel, Air Freight, Shipping, Import, Operations Management, Great Plains Software, Mas 90, Inventory Control, Shipping/receiving, Microsoft Office, Microsoft Windows 98, Outlook, EDI, Receiving, Import Logistics, Communication, Oracle, mi, Management
Education
Marist College 1993 — 1997
Bachelor's degree, Communications
State Street September 2013 - Present
State Street July 2012 - Present
State Street Corp. January 2011 - June 2011
Hackettstown Regional Medical Center July 2010 - July 2010
FMC Ice Sports July 2009 - December 2009
Katchen Financial Group May 2009 - June 2009
Skills
Proficient in Microsoft..., Proficient with all..., Experience with STATA..., Conversational in..., MCH Multicurrency...
Education
Northeastern University 2007 — 2012
Bachelor of Science in Economics, with a Minor Degree in Business Administration
West Morris Central High School 2003 — 2007
High School Diploma, 9-12
New York Life Insurance Company June 2010 - Present
State Street Corp. July 2006 - June 2009
The Robert Wood Johnson Foundation January 2001 - August 2003
Merrill Lynch March 1999 - December 2000
Prudential Insurance June 1993 - November 1998
Skills
GAAP, Portfolio Management, Financial Analysis, STAT, Pivot Tables, Bonds, General Ledger, Account Reconciliation, Journal Entries, Financial Reporting, Accounting, Financial Statements, Private Equity, Finance, Investments, Financial Services, Insurance, Fund Accounting, SEC filings
Education
Trinitas School of Nursing 2003 — 2006
Nursing
Seton Hall University 1995 — 2000
MBA, Finance
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
Chicopee Rotary Club July 2014 - Present
Phillips Insurance Agency, Inc. May 2005 - Present
Phillips Insurance Agency, Inc. February 2004 - May 2005
State Street September 1996 - September 2003
State Street Corp 1996 - 2003
Skills
Landscaping, Insurance, Underwriting, Commercial Insurance, Property & Casualty..., Account Management, Workers Compensation, General Insurance, Inland Marine, Risk Management, Disability Insurance, Employee Benefits, Professional Liability, Health Insurance, Employment Practices...
Education
Massachusetts College of Liberal Arts 1992 — 1996
Bachlers, Accounting / Finance
Lenos Software February 2014 - Present
Hackbright Academy March 2013 - March 2014
Chasm.io July 2013 - November 2013
Best Chuck, Inc. January 2008 - November 2012
Wikia, Inc. August 2007 - December 2007
Smalltown, Inc. September 2006 - September 2007
State Street Corp. December 2005 - September 2006
Best Chuck, Inc. January 2005 - December 2005
Telephone Outreach Program, UC Irvine September 2001 - June 2005
New University Newspaper, UC Irvine January 2002 - March 2003
Skills
Python, Flask, JavaScript, HTML, CSS, SQL, SQLite, AJAX, Event Planning, Product Marketing, Negotiation, Usability, Project Management, Git, Haml, AngularJS, SASS
Education
Hackbright Academy 2012 — 2012
University of California, Irvine 2001 — 2005
B.S., Psychology & Social Behavior
Aon Hewitt April 2015 - Present
American Red Cross, SSC November 2013 - 2015
American Red Cross, SSC September 2011 - November 2013
Payright Payroll Services, Inc. 2009 - 2011
Beaverbrook Step Inc 2007 - 2009
PDS Technical Services July 2006 - July 2007
State Street Corp May 2005 - July 2006
Crittenton Hastings House August 1997 - December 2001
Skills
Payroll, Accounts Payable, Outlook, Invoicing, Microsoft Excel, Human Resources, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Teamwork, Access, ADP Payroll, Employee Benefits, Time Management, Benefits Administration, Payroll Taxes, Telephone Skills, Data Entry, Financial Analysis, Nonprofits, ADP E-Time, FMLA, ADP ReportSmith, Union, HRIS, New Hire Orientations, Analysis, Employee Handbooks, Onboarding, Multi-state Payroll..., Supervisory Skills, Leave of Absence, Policy
Education
Montreat College 2013 — 2016
B.A.A., H.R. Management
Middlesex Community College
Associate of Science (A.S.), Accounting and Business/Management
Royal Caribbean International August 2012 - Present
First Data Corporation January 2011 - July 2012
HOPS November 2006 - January 2011
BankUnited June 2006 - November 2006
Lydian Data Services October 2003 - May 2006
Franklin Templeton Investments September 1996 - July 2003
State Street Corp. September 1989 - August 1996
Skills
Business Analysis, SDLC, Business Intelligence, SQL, Testing, Program Management, Visio, SharePoint, Software Development, Analysis, Process Improvement, Requirements Gathering, User Acceptance Testing, Quality Assurance, Software Documentation
Education
University of Massachusetts Boston
Bachelor of Applied Science (BASc), Accounting and Business/Management
MetLife January 2014 - August 2015
Bank of America November 2012 - October 2013
American Tire Distributors October 2011 - November 2012
Ally Bank May 2011 - October 2011
WE Aubuchon & Co September 2010 - May 2011
Staples September 2009 - September 2010
Bowne and Company May 2008 - May 2009
State Street Corp July 2007 - March 2008
Bank of America Securities April 2005 - July 2007
Brown Brothers Harriman & Co April 2004 - November 2004
Skills
SDLC, SharePoint, Information Technology, Visio, Networking
Education
Cardinal Spellman H.S. 1989 — 2003
Stonehill College
B.S, Business Administration; Management
State Street Corp. November 2008 - Present
State Street Global Advisors February 2008 - October 2008
State Street Global Advisors September 2007 - February 2008
Investors Bank and Trust November 2006 - September 2007
State Street Corp December 2005 - November 2006
State Street Corp. February 2004 - December 2005
State Street Corp. September 2003 - February 2005
Skills
Performance Measurement, Fund Accounting, Strategic Planning, Performance Attribution, Institutional Investors, Client Service, Relationship Management, Client Services, CRM, Asset Allocation, Derivatives, Institutional..., Investment Strategies, Global Custody, Financial Markets, Investment Management, Financial Services, Financial Modeling, Risk Management, Fixed Income, Equities
Education
University of Massachusetts Dartmouth 1996 — 2001
Bachelor of Science, Finance
Brace Management Group Inc. November 2012 - Present
DelFrisco's Grille August 2012 - Present
Private Financial Advisor April 2011 - Present
Cesca Restaurant June 2012 - August 2012
Bull St. Gourmet May 2012 - August 2012
State Street Corp July 2007 - October 2008
Seaport Credit Union September 2005 - May 2007
Education
Salem State College 2003 — 2007
Business, Finance, Economics, 3.6
Bernardi Audi February 2012 - May 2012
Tavern in the Square Central October 2011 - January 2012
Jackson Hewitt December 2010 - February 2011
State Street Corporation January 2008 - August 2010
State Street Corp. November 2007 - January 2008
American Life Insurance March 2007 - June 2007
Health and Life Insurance March 2007 - June 2007
Sheraton Boston Hotel June 2004 - March 2007
Skills
Customer Service, Customer Satisfaction, Life Insurance, Health Insurance, Sales, Sales Presentations, Direct Sales, Financial Analysis, Presenter, Fund Accounting, Supportive, Investments
Education
New England College of Business 2011 — 2012
Master, Finance
UNIVERSITY OF MASSACHUSETTS 2000 — 2004
Bachelor of Arts, Economics
State Street July 2013 - Present
State Street May 2011 - July 2013
State Street Corp September 2010 - May 2011
State Street October 2008 - September 2010
Skills
Fixed Income, Equities, Analytics, Derivatives, Bloomberg
Education
Northeastern University
Bachelors, Management, BS
State Street Bank February 2002 - Present
State Street Bank June 2011 - June 2014
State Street Bank & Trust June 2008 - May 2011
State Street Corp. June 2007 - May 2008
State Street Corp August 2005 - June 2007
State Street Corp March 2004 - August 2005
State Street Corp February 2002 - March 2004
Capitol Federal Savings May 1999 - February 2002
Skills
Banking, Mutual Funds, Portfolio Management, Finance, Financial Reporting, Risk Management, Management, Analysis, Process Improvement, Training, Financial Services, Analytics, Equities
Education
The University of Kansas 1995 — 2000
Bachelor of Business Administration (BBA)
Omega Fund Management, LLC March 2010 - Present
Schooner Capital, LLC January 2007 - March 2010
Citi Hedge Fund Services, Inc. July 2003 - January 2007
State Street Corp. May 2001 - June 2003
Education
Suffolk University - Sawyer School of Management
MBA, Concentration in Accounting
Plymouth State University
BS, Accounting
RSA, The Security Division of EMC 2014 - September 2015
Iron Mountain 2011 - December 2013
Fidelity Investments 2007 - 2011
Inflexxion 2004 - 2007
State Street Corp 2002 - 2004
PricewaterhouseCoopers July 1997 - July 2000
Skills
Product Management, Strategy, Competitive Analysis, Product Marketing, Analytics, Strategic Partnerships, Cross-functional Team..., Marketing, Go-to-market Strategy, Marketing Management, Product Development, Business Development, Marketing Strategy, Enterprise Software, Start-ups, International Marketing, Team Leadership, Global Marketing, Investment Management, Financial Services, Sales Enablement, Win-loss Analysis, SaaS, Cloud Applications
Education
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2002
MBA
University of Mumbai
BS
IBM June 2012 - Present
State Street Corp 2003 - June 2012
Hitachi Consulting 1999 - 2002
New Mexico Mutual 1998 - 1999
Skills
Databases, Data Modeling, Data Warehousing, PL/SQL, Unix, Solaris, Linux, Database Administration, Performance Tuning, RMAN, SQL Tuning, Oracle SQL, Database Design, Erwin, High Availability, SQL, SQL*Plus, Oracle RAC, Disaster Recovery, Oracle, Microsoft SQL Server, Cluster, AIX, Data Guard, Unix Shell Scripting, Shell Scripting, Sybase, ETL, Windows Server, Data Migration, Replication
Education
Massachusetts Institute of Technology - Sloan School of Management
Greater Boston Executive Program
Sri Jayachamarajendra College, Mysore, India
Bachelor of Engineering (B.E), Computer Science
University of Houston-Clear Lake
MS, Computer Science
State Street Corp. November 1999 - Present
BankBoston 1998 - 1999
Skills
Hedge Funds
Education
Northeastern University 1984 — 1988
HGK Asset Management, Inc October 2002 - Present
Deutsche Bank Securities May 2000 - June 2002
Acadian Asset Management August 1998 - May 2000
State Street Corp. January 1997 - August 1998
Skills
Equities, Fixed Income, Investments, Asset Management, Bloomberg, Trading, Valuation, Finance, Portfolio Management
Education
Radford University - College of Business and Economics 1989 — 1993
B.B.A, Marketing
State Street Corp July 2013 - Present
Education
The George Washington University - School of Business 1991 — 1994
Master of Business Administration (M.B.A.)
United States Air Force Academy 1979 — 1983
Bachelor of Science (B.S.)
Hein & Associates January 2015 - Present
Hein & Associates December 2013 - December 2014
Trace3 December 2012 - November 2013
Performance Food Group October 2011 - December 2012
Nordstrom fsb August 2010 - October 2011
National Association of Counsel for Children January 2009 - December 2009
State Street Corp September 2005 - November 2008
State Street Corp September 2003 - November 2005
State Street Corp September 2001 - September 2003
Skills
Accounting, Forecasting, Budgets, Sarbanes-Oxley Act, SAP, Financial Reporting, Internal Audit, Corporate Finance, Financial Analysis, Reports, Research, Fixed Assets, Accounts Receivable, Accruals, Board Presentations, Special Projects, Capital Projects, SOX, Oracle, Essbase, Excel, PowerPoint, Access, Budgeting, Capital Budgeting, Capital Equipment, Financial Markets, Financial Accounting, Cash Management, Systems Analysis, NetSuite, Projects, Process Flow..., Report Development, ERP, Disaster Recovery, Consulting, Project Management, Training, CRM, Process Improvement
Education
University of Denver - Sturm College of Law
MSLA, Legal Administration
Webster University
MBA, Business/Finance
University of Arkansas at Fayetteville
BSBA, Transportation and Logistics
J.P. Morgan August 2013 - Present
State Street Corp. 2007 - 2013
Investors Bank & Trust December 2005 - July 2007
Skills
Mutual Funds, Fixed Income, Equities, Derivatives, Corporate Actions, Financial Reporting, Securities, SEC Yields, Management, Training, Staff Development, Portfolio Valuations, Portfolio Management, Accounting, Financial Services
Education
University of Maine at Fort Kent 2002 — 2005
Business Administration and Management, General
Vincennes University 2000 — 2001
Business Administration and Management, General
State Street Global Advisors March 2014 - Present
State Street Global Advisors July 2009 - March 2014
State Street Corp March 2006 - July 2009
Pioneer Investment Management February 2004 - March 2006
Bear Stearns and Co, Inc November 2000 - August 2002
Skills
Excel, VBA, Investments, Financial Analysis, Bloomberg, Capital Markets, Equities, Derivatives, Currency Exchange, Performance Measurement, Trading, Emerging Markets, ETFs, Investment Strategies, Asset Allocation, Mutual Funds
Education
Northeastern University 1999 — 2004
Masters, Business Administration; Investment Analytics and Corporate Finance
Northeastern University 1999 — 2004
Bachelors of Science, Economics
State Street Corporation March 2009 - Present
State Street Corp. July 2000 - February 2009
Fidelity Investments 1992 - 2000
Xerox Corp. 1991 - 1992
Michigan State University August 1989 - May 1991
Scimitar North America 1988 - 1989
Eaton Vance Management 1986 - 1988
Skills
Corporate Social..., Sustainability, Change Management, Employee Engagement, Sustainability Strategy, Sustainability Reporting, ISO 14001, Environmental..., Stakeholder Engagement, Social Media, Process Improvement, Leadership, Public Speaking, Program Management, Project Management, Analysis, Strategy, Cross-functional Team..., Business Analysis, Management, Risk Management, Business Strategy, Strategic Planning, Vendor Management, Strategic Thinking, Research, Employee Relations
Education
Michigan State University - The Eli Broad College of Business 1989 — 1991
M.B.A., Materials & Logistics Management
University of Maine 1982 — 1986
BS, Business Administration
Hingham High School 1979 — 1982
State Street August 2014 - Present
State Street January 2012 - August 2014
State Street Corporation October 2009 - December 2011
Massachusetts Department of Health and Human Services February 2009 - February 2010
Boston Financial Data Services August 2007 - May 2008
State Street Corp June 2003 - July 2007
State Street Corp June 2000 - May 2003
Skills
PMP, Business Analysis, Project Management, Enterprise Risk..., Regulatory Requirements, Basel II, Basel III, Dodd-Frank, LCR
Education
University of Massachusetts Dartmouth 1994 — 1999
Bachelor of Science, Marketing
Milton Academy September 2014 - Present
State Street Corp September 1997 - July 2010
Skills
Event Planning, Financial Services, Customer Service, Banking, Outlook, Teamwork, Finance, Mortgage Lending, Microsoft Office, Credit
Education
Massasoit Community College 1978 — 1981
Associates Degree, Business
Home Care Plus April 2009 - Present
Rockland Trust May 2005 - March 2007
State Street Corp June 1996 - May 2005
Skills
Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Outlook, English, Windows, Event Planning, Public Relations, Cpr Certified
Education
Quincy College 2013 — 2016
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Westfield State College 1991 — 1995
Bachelor of Arts (B.A.), Mass Communication/Media Studies
State Street March 2015 - Present
State Street Corp April 2005 - March 2015
Slades Bank July 2006 - May 2007
State Street Corp April 2003 - April 2005
State Street Corp February 2001 - April 2003
State Street Corp May 2000 - February 2001
State Street Corp March 1999 - May 2000
Skills
Accounting, Finance, Team Leadership, Internal Controls, Fund Accounting, Fixed Income, Equities, Financial Analysis, Financial Reporting, Essbase, Account Reconciliation, Variance Analysis, Financial Modeling, General Ledger, Strategic Financial..., Cash Management, Forecasting, Financial Accounting, Derivatives, Corporate Actions, Swaps, Money Market, Corporate Finance, Fund Of Funds, Managerial Finance, Accounts Payable, Banking, Accounts Receivable, Process Improvement, Financial Services, Cash Flow, Financial Statements, Financial Audits, Business Analysis, SEC filings, Cost Accounting, Accruals, Internal Audit, Fixed Assets, Sarbanes-Oxley, Oracle E-Business Suite, Financial Planning, Portfolio Management, Investments, Mutual Funds
Education
Providence College 2003 — 2005
MBA, Finance
Providence College 2003 — 2004
Graduate Certificate, Financial Markets & Services
University of Massachusetts Dartmouth 1996 — 1999
B.S., Accounting
University of Massachusetts, Amherst 1994 — 1996
Accounting
Town of Middleborough July 2014 - Present
Malba 2007 - July 2014
Town of Mansfield, MA 2004 - 2007
State Street Corp 1992 - 2003
Skills
Microsoft Office, Project Management, Testing, Management, Payroll, Microsoft Excel, Customer Service, Outlook, PowerPoint, Microsoft Word, Public Speaking, Team Building, Software Documentation, Process Improvement, Analysis, Process Scheduler, Business Analysis, Requirements Gathering, Requirements Analysis, Visio
Education
Massachusetts College of Liberal Arts 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
State Street August 2010 - Present
State Street Corp July 2008 - August 2010
State Street April 2007 - July 2008
State Street July 2005 - April 2007
State Street January 2005 - July 2005
Skills
Collateral Management, Mutual Funds, Bloomberg, Fixed Income, Global Custody, Equities, Securities, Fund Administration, Financial Services, Account Reconciliation, Change Management, Portfolio Management, Investments, Alternative Investments, Asset Management, Derivatives
Education
Merrimack College 2000 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies
Andover High School 1996 — 2000
H.S. Diploma
AECOM June 2012 - Present
State Street Corp. November 1994 - March 2012
Atlantic Data Services 1990 - 1994
BFR Systems December 1988 - May 1990
Skills
Talent Acquisition, Compensation, Employee Relations, Talent Management, Performance Management, Organizational..., Change Management, Mergers, Policy, Onboarding, Employee Engagement, Succession Planning, Employment Law, Leadership Development, HR Strategy, HR Policies, Organizational..., Recruitment/Retention, Interviewing, Organizational Design, Talent Development, Coaching, Hiring, Job Descriptions, Team Building, PeopleSoft, Compliance, Technical Recruiting, Performance Appraisal, Mentoring, Full-cycle Recruiting
Education
Montclair State University
BA, Psychology
Rutgers University-New Brunswick
MS, Industrial Relations & Human Resources
KPMG October 2013 - Present
EMC Computer Systems June 2011 - September 2013
Thomson Reuters March 2010 - July 2011
Thomson Reuters August 2009 - January 2011
Thomson November 2000 - August 2009
State Street Corp. April 1993 - November 2000
Skills
Financial Services, Business Analysis, Asset Managment, Sales Management, Business Development, Account Management, Contract Negotiation, Asset Management, Project Management, Strategy, Product Management, Management, Sales, Relationship Management
Education
Northeastern University
Marketing
FXall February 2005 - Present
State Street Bank 1991 - 2005
State Street Corp 1991 - 2005
Skills
Electronic Trading, Fixed Income, Financial Services, Equities, Financial Markets, FX Options, Hedge Funds, Trading Systems, Trading, FX trading, Derivatives, Options, Asset Management, Portfolio Management
Education
Tulane University 1986 — 1990
Bachelor of Arts (BA), International Relations
Newburyport High School 1982 — 1986
Boston College March 2014 - Present
Boston College July 2011 - February 2014
Staples April 2010 - February 2011
OneBeacon Insurance March 2009 - December 2009
State Street September 2006 - January 2009
State Street Corp October 2004 - August 2006
State Street Corp September 2003 - October 2004
State Street Corp September 2001 - September 2003
Skills
Financial Analysis, Essbase, Forecasting, Access, Budgets, Time Management, Oracle, Financial Modeling, Modeling, Financial Reporting, Finance
Education
Suffolk University 2003 — 2006
MBA, Finance
Stonehill College 1997 — 2001
BS, Finance
SHS
Rucci, Bardaro & Falzone, PC August 2015 - Present
Dukhon Tax and Accounting August 2014 - August 2015
Healthworks Fitness Centers for Women August 2012 - August 2014
The Bollard Group LLC January 2012 - July 2012
State Street Corp August 2010 - December 2011
Skills
Accounting, Account Reconciliation, Financial Statements, Auditing, Financial Reporting, Internal Controls, Fund Accounting, Outlook, General Ledger, Financial Accounting, Financial Analysis, Microsoft Excel, US GAAP, Accruals, Business intelligence, Tableau, Systems analysis, CPA, SQL, Cognos, lowerCamelCase, UltraTax CS, OfficeTools Pro, Great Plains, QuickBooks, 1065, 1120, 1040, 5471, 8858, 2848, 8821, Finance, Microsoft Office
Education
University of Massachusetts Boston 2014 — 2015
Master’s Degree, Accounting, 3.6
University of Massachusetts Boston 2013 — 2014
Master of Science, Information Technology, 3.7
University of Massachusetts - Boston, School of Management 2009 — 2012
Bachelor of Science, Accounting, 3.7
Carolinas HealthCare System June 2015 - Present
CVS Health June 2014 - January 2015
CGI September 2013 - May 2014
TJX April 2012 - May 2013
State Street Corp. May 2011 - February 2012
RBS Citizens Financial Group May 2007 - May 2011
WHDH-TV January 2007 - May 2007
Mercer Human Resource Consulting May 2006 - November 2006
Metropolitan Life Insurance Company May 2004 - March 2006
Skills
SDLC, Business Analysis, Vendor Management, Visio, Project Management, PMO, Program Management, Process Improvement, Requirements Analysis, Requirements Gathering, Data Analysis, MS Project, Software Project..., Risk Management, Project Portfolio..., Business Process, Business Requirements, Project Delivery, Business Process..., Management, Analysis, Quality Assurance, Testing, Resource Management, Microsoft Project
Education
Regis College 2003 — 2007
Bachelor of Arts, Communication, Business Management and Information Systems
Saint Clare
EZOPS Inc. March 2015 - Present
Brown Brothers Harriman & Co October 2008 - Present
State Street Corp June 2007 - October 2008
Skills
Securities Lending, Hyperion Reports, Business Objects, Fixed Income, Equities, Fund Accounting, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Brio Query, Mutual Funds, Project Management, Bulgarian, French, Slavic Languages
Education
Northeastern University 2013 — 2014
Certificate, Business Administration and Management, General
University of Massachusetts, Amherst 2003 — 2007
Economics, Economics
State Street Corp February 2015 - Present
State Street Corp. February 2013 - February 2015
State Street January 2009 - January 2013
Skills
Fund Accounting, Bloomberg, Mutual Funds, Financial Analysis, Fixed Income, Equities, Hedge Funds, Financial Modeling, Bonds, Securities, Financial Services, Corporate Actions, Bloomberg Terminal, Valuation, Finance, Investments, Internal Audit, Real estate, Audit oversight, Client Operations, Housing market, Current Tibet Affairs, Tibetan Politics
Education
Lesley University 2002 — 2006
Business Management, Management
School for International Training 2004 — 2004
Tibet Studies
Hyannis Port Research May 2015 - Present
Wainwright Investment Counsel, LLC October 2012 - April 2015
PwC July 2006 - October 2012
Parametric Technology Corp August 2005 - July 2006
State Street Corp July 2003 - August 2005
Skills
CISA, SOX 404, Information Security, SSAE 16, Data Privacy, Enterprise Risk..., Business Process, ERP, Hedge Funds, Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, Financial Reporting, CPA, Finance
Education
Suffolk University - Sawyer School of Management 2005 — 2008
MBA, Specialization in Accounting & Management Informantion Systems
University of New Hampshire - Whittemore School of Business and Economics
BSBA, Accounting
State Street November 2014 - Present
State Street Corp. July 2013 - Present
HKSim Inc. January 2008 - Present
Boston Cab Inc. April 2009 - June 2013
UMass Boston September 2008 - June 2012
Skills
Programming, Inventory Management, Computer Maintenance, Data Analysis, Access, Microsoft Excel, Visual Basic, PowerPoint, Microsoft Office, Dreamweaver, Microsoft Word, Photoshop, Visio, SQL, MS Project, HTML, Outlook, Computer Hardware, Windows, Troubleshooting, System Administration, Financial Analysis, Sales
Education
UMass Boston 2008 — 2012
Bachelor Degree, Management Information System & Finance
Credit Suisse July 2015 - Present
Credit Suisse October 2013 - July 2015
State Street Corp. February 2011 - September 2012
Radius Bank July 2010 - February 2011
Radius Bank August 2008 - July 2010
Radius Bank October 2007 - August 2008
Skills
Portfolio Management, Equities, Fixed Income, Banking, Mutual Funds, Bloomberg, Risk Management, Finance, Investments, Derivatives, Financial Analysis, Corporate Finance, Analysis, Financial Risk, Hedge Funds, Microsoft Office, Competitive Analysis, Credit Analysis, Spanish-speaking, Valuation, Securities, Due Diligence, Strategic Financial..., Data Analysis, Asset Management, Economics, Financial Modeling, Cash Management, Commercial Banking, Financial Reporting, Mergers & Acquisitions, Cash Flow, Forecasting, Accounting, Entrepreneurship
Education
Harvard University 2011 — 2013
Master of Liberal Arts
University of Massachusetts Boston 2007 — 2010
Bachelor's degree
Tempur Sealy International February 2014 - August 2014
ACS, A Xerox Company October 2010 - June 2013
Expungement Assistance January 2006 - August 2009
Lexmark April 2005 - October 2005
Ashland Valvoline February 2005 - April 2005
University of Kentucky November 2004 - February 2005
QuickTrip May 2001 - December 2003
State Street Corp. 1999 - 2000
Baptist Foundation of Arizona February 1999 - August 1999
Charles Schwab January 1997 - January 1999
Skills
Customer Service, Account Management, Financial Accounting, Cash Handling Experience, Customer Oriented, Customer Satisfaction, Finance, Customer-focused Service
Education
Sullivan University 2007 — 2009
MBA, Finance
Harrisonville Senior High School
AlixPartners 2013 - Present
ghSMART 2003 - 2013
State Street Corp. 1999 - 2003
Personnel Decisions International 1994 - 1999
Skills
Leadership Development, Mergers, Organizational..., Organizational..., Strategy, Mergers & Acquisitions, Succession Planning, Talent Management, Management Consulting, Executive Coaching, Change Management, 360 Feedback, Leadership, Executive Management, Organizational Design, Coaching, Executive Development, Human Resources, Program Management, Culture Change, Management, Business Strategy, Employee Engagement, Management Development, Venture Capital, Performance Management, Acquisition Integration, Human Capital, Career Development, Executive Positions, Personnel Selection, Interviews
Education
Loyola University of Chicago 1981 — 1987
PhD, Psychology
Harvard University 1976 — 1980
AB, Psychology
University of Chicago
Clinical Internship at Michael Reese Hospital, Clinical Psychology
Insight Performance, Inc. January 2012 - Present
Beth Israel Deaconess Medical Center October 2013 - June 2014
Nuvera Fuel Cells August 2011 - December 2013
Beacon Partners, Inc March 2012 - October 2012
City Sprouts February 2012 - April 2012
Greater Lawrence Community Action Council, Inc. November 2011 - March 2012
State Street Corp March 2006 - April 2010
State Street Corporation January 2005 - March 2006
State Street Corporation December 1998 - January 2004
Reebok International. LTD October 1997 - November 1998
Skills
Compensation, HRIS, Due Diligence, Job Descriptions, Incentive Programs, Vendor Management, Job Evaluation, PeopleSoft, Process Improvement, Metrics, Salary, Process Engineering, Outsourcing, Deferred Compensation, Human Resources, Compensation Structures, HR Consulting, Market Pricing, Workforce Planning, Personnel Management, Compensation & Benefit, Training, Compensation & Benefits
Education
Northeastern University 1991 — 1993
MS, Human Resources Development
Northeastern University 1986 — 1991
BS, Experimental Psychology
State Street April 2014 - Present
State Street Corp March 2009 - March 2014
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
Bachelor of Science, Sport Management
University of Massachusetts, Amherst 2001 — 2005
Sports Mgt
Superior Court of New Jersey August 2015 - Present
Superior Court of New Jersey January 2015 - May 2015
Pace Energy and Climate Center June 2014 - May 2015
Pace Environmental Litigation Clinic June 2014 - December 2014
Neighborhood Justice Clinic January 2014 - May 2014
Blau Leonard Law Group L.L.C. May 2013 - August 2013
New York City Law Department January 2012 - June 2012
WARNER BROS INTERACTIVE ENTERTAINMENT February 2010 - August 2010
STATE STREET CORP July 2008 - December 2008
Skills
Spanish, Teamwork, Oral Arguments, Legal Research, Legal Writing, Negotiation, Westlaw, LexisNexis
Education
Pace University School of Law 2012 — 2015
Juris Doctor (J.D.), Environmental Law, Cum Laude
Northeastern University 2006 — 2011
Bachelor's Degree, International Business; Spanish; Finance and Insurance
Universidad Pontificia Comillas 2009 — 2010
European Business
Boston Medical Center (BMC) March 2013 - Present
JUST4U Getaways February 2012 - Present
State Street Corp June 2008 - March 2013
Skills
Family Vacations, Cruises, Condos, Hotels, Car Rental
Education
Salem State College 1994 — 1998
Salem State University
State Street Corp. January 2000 - Present
Fidelity Investments January 1989 - December 1999
Skills
SDLC, Risk Management, Financial Services, Fixed Income, PMO, Vendor Management, Process Improvement, Portfolio Management, Equities, Requirements Gathering, Derivatives, Project Management, Business Process..., Banking, Business Requirements, Management
Education
University of Massachusetts Boston 1988 — 1989
M.B.A., concentration: Finance
Salem State College
Bachelor of Science, Management
Aon Centre for Innovation and Analytics September 2011 - Present
Merrill Lynch April 2010 - August 2011
Merrill Lynch November 2007 - November 2009
Educational Testing Services December 2006 - April 2007
Merrill Lynch & Co, Inc. December 2001 - November 2006
State Street Corp. September 2001 - December 2001
Merrill Lynch & Co., Inc. September 2000 - December 2000
Myxa Corp. April 2000 - September 2000
Bristol-Myers Squibb July 1999 - April 2000
Dow Jones & Co. April 1997 - July 1999
Skills
Certified Project..., Microsoft Office, SharePoint
Education
Villanova University 2006 — 2007
Masters, Project Management
Philadelphia University 1986 — 1990
MBA, Finance
Temple University 1976 — 1981
BBA, Computer Sciences
Navisite - A TimeWarner Cable Company October 2012 - December 2014
State Street Corp March 2001 - October 2012
Education
Lesley University
BS, Management
Northeastern University
MBA, International Business
Federal Reserve Bank of Chicago April 2012 - Present
Orbitz Worldwide July 2009 - April 2012
Orbitz World Wide July 2005 - July 2009
State Street Corp 2002 - 2005
Paytrust 1999 - 2002
Information Paradigms Inc 1997 - 1999
AT&T Labs, Inc. 1995 - 1997
FedEx 1994 - 1995
Skills
E-commerce, Software Development, Requirements Analysis, Deployment, Vendor Management, Agile, Architecture, Databases, SQL, Unix, Data Warehousing, Team Building, Analysis, SDLC, Team Leadership, Scrum, Data Modeling, Database Design, Process Improvement, PL/SQL, High Availability, Quality Assurance, Application Development, Agile Project Management, Oracle, Scalability, Distributed Systems, Agile Methodologies, System Deployment, IT Strategy, Software Project..., SOA, Linux, Business Intelligence, Integration, Web Applications, XML, REST, Web Services, Spring, JUnit, Java Enterprise Edition, Java, Test Driven Development, Tomcat, Hibernate, Software Engineering, Perl, JavaScript, Architectures
Education
Indiana University Bloomington 1992 — 1994
MS, Software Engineering
North Central College 1988 — 1992
BS, Finance & Computer Science
Fallon Clinic May 2010 - Present
Air Force Reserve - 42 APS 1991 - 2014
Fallon Clinic October 2005 - May 2010
State Street Corp December 2000 - October 2005
Education
Keene State College 1994 — 1998
BA
State Street Corp July 2000 - Present
Skills
Risk Management, Risk Assessment, Compliance, Audit Management, Business Continuity..., Program Management, Software Licensing..., Financial Analysis, Financial Services, Requirements Analysis, Requirements Gathering, Information Technology, Vendor Management, Management, Business Analysis, Disaster Recovery, Fixed Income, Equities, Process Improvement, SDLC, Business Continuity
Education
Northeastern University 1997 — 2000
Bachelor of Science (B.S.), Management Information Systems and Services
State Street Corp
Skills
Bloomberg, Equities, Securities, Mutual Funds, Fixed Income, Middle Office
Education
Providence College 1989 — 1993
Dartmouth High School
Dodge & Cox June 2000 - September 2012
PwC 1997 - 2000
State Street Corp. 1994 - 1997
Education
University of Massachusetts at Amherst - Isenberg School of Management 1988 — 1992
Bachelor of Science (BS), Accounting
State Street November 2010 - Present
State Street September 2007 - November 2010
State Street August 2006 - September 2007
State Street Corp January 2006 - August 2006
Ideal Mortgage Corp February 2005 - August 2005
Skills
Storage
Education
Pennsylvania State University, Smeal College of Business 2000 — 2004
B.S, Economics
Northeastern University
Fidelity Investments September 2006 - Present
IBT 2005 - 2006
State Street Corp April 2001 - November 2004
Education
Karachi University 1988 — 1990
MBA, Finance
State Street July 2008 - Present
State Street Corp. July 2007 - July 2008
State Street Bank July 2005 - June 2007
State Street Bank September 2003 - June 2005
State Street Bank February 2002 - August 2003
Skills
Financial Services, Fund Accounting, Access, Mutual Funds, Finance, Fixed Income, Corporate Actions, Microsoft Excel, Securities, Investments, Derivatives, Equities, Cognos, RFP, Data Visualization, Data Analysis, Data Quality
Education
Suffolk University 2004 — 2007
MBA, Finance
Suffolk University - Sawyer Business School 2004 — 2007
MBA, Finance
Keene State College 1997 — 2001
BA/BS, English/Business
Milford High School 1994 — 1997
Santander USA August 2013 - Present
Sovereign Santander Bank 2011 - Present
Northeastern University January 2010 - Present
Brown Brothers Harriman 2012 - 2013
JPMorgan 2005 - 2009
State Street Corp. 1998 - 2005
Medway GridIron 2004 – 2010 Medway Pop Warner 1996 - 2007 1996 - 2004
Skills
Process Analysis &..., Client Services •..., Asset/Cash & Trade..., Internal Auditing •..., Team Leadership •..., Staff Management •..., Technology Development..., Account Reconciliation, Microsoft Excel, Project Management, Financial Reporting, Analysis, Leadership, Business Process, Financial Analysis, Management, Finance, Banking, Business Analysis, Software Documentation, Process Improvement, Accounting, Financial Services
Education
Northeastern University 2012 — 2015
Master's Degree, Leadership and Corporate Communication, Minor Concentration in Project Management, Suma Cum Laude
Northeastern University
Bachelor of Science (B.S.), Finance and Accounting Management, Magna Cum Laude
Cisco Systems February 2012 - Present
JP Morgan Chase June 2010 - February 2012
Cisco Systems January 2005 - June 2010
Metavante Corp September 2003 - December 2004
Borland Software Corp August 2002 - June 2003
State Street Corp May 2002 - July 2002
eSelf Inc May 2001 - August 2001
Skills
Java, J2EE Application..., SQL, Spring, jQuery, Ext JS, High Charts, Fusion Charts, HTML 5, OpenLayers, Gadget Development, Web Development, XML, JSONP, Struts, d3.js, Oracle
Education
New Jersey Institute of Technology 2000 — 2002
Masters, Computer Science
Sri Venkateswara University College of Engineering 1996 — 2000
Bachelors, Electronics and Communication Engg
Shirdi Sai Junior College
State Street Corp June 2001 - Present
SEI 1997 - 2001
Smith Barney 1991 - 1997
CPI Pension Services 1982 - 1990
Skills
Fund Accounting, Fixed Income, Equities, Securities, Derivatives, Middle Office, Mutual Funds, Financial Services, Asset Managment, Back Office, Hedge Funds, Corporate Actions, Business Analysis
Education
Temple University 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Spring-Ford High School 1975 — 1978
State Street Corp April 1981 - Present
Skills
Securities, Risk Management, Financial Services, Mutual Funds, Fixed Income, Investments, Equities, Banking, Process Improvement, Asset Management
Education
New England School of Law 1993 — 1995
Law
Teikyo Post University
Bachelor of Science (BS), Marketing
State Street Corp 2001 - Present
Skills
Risk Management, Business Analysis, Financial Reporting, Disaster Recovery, Project Management, Customer Service
Education
Stonehill College 1996 — 2000
Keane, Inc. consultantState Street2000 - 2007
State Street Corp 2000 - 2007
Putnam Investments 1996 - 2002
Stride Rite 1993 - 1996
Design Options, Inc 1983 - 1993
Education
Salem State University 1971 — 1975
State Street October 2008 - Present
State Street September 2008 - Present
State Street Corp January 2007 - September 2008
State Street September 2004 - January 2007
Skills
Equities, Banking, Fixed Income, Financial Services, Derivatives, Mergers & Acquisitions, Strategy, Corporate Actions, PMO, Securities, Swaps, Mergers, Global Custody, Risk Management, Business Analysis, Mutual Funds, Fund Accounting, Fund Administration, Asset Management
Education
Suffolk University
BNY Mellon September 2009 - Present
Verizon July 2006 - September 2009
State Street Corp 1996 - 2006
Education
Jawaharlal Nehru Technological University 1989 — 1991
M.Tech., Comp Science
University of Hyderabad 1982 — 1984
M.Sc., Mathematics
State Street Corp March 2012 - Present
State Street Corporation January 2006 - March 2012
State Street February 2003 - February 2005
State Street February 1980 - January 2003
Skills
Financial Services, Fund Accounting, Fund Administration, Business Analysis, Investments, Mutual Funds, Global Custody, Portfolio Management, Risk Management, Back Office, Bloomberg, Fixed Income, Securities, SDLC, Middle Office, Asset Managment, Securities Lending, Corporate Actions, Series 63
Education
University of Massachusetts Boston 1981 — 1986
Bachelor of Science (B.S.), Accounting and Business/Management
North Quincy High School 1977 — 1981
HIgh School Diploma
Manomet, Inc. April 2009 - Present
Sunday River Skiway November 2007 - April 2009
Doyle Sailmakers May 2008 - December 2008
O'Brien Management Inc. January 2000 - September 2007
State Street Corp July 1996 - December 1999
Education
Suffolk University - Sawyer Business School 2004 — 2006
MBA, International Business
St. Lawrence University 1992 — 1996
BA, Economics/Environmental Studies
Falmouth Academy 1988 — 1992
CVS Caremark Corporation January 2013 - Present
Epic Consulting October 2004 - December 2012
State Street Corp. October 1997 - October 2004
Skills
Project Management, Business Analysis, Requirements Management, Business Process..., Business Writing, Software Quality..., Software Lifecycle..., Risk Management, Regulatory Requirements, Operational Risk, Technical Writing, Business Requirements, Vendor Management, Data Warehousing, Oracle Reports, Change Management, Business Intelligence..., Program Management, Data Management, Business Process, Visio, Project Portfolio..., Requirements Analysis, Process Improvement
Education
University of Massachusetts Dartmouth
MBA Studies
University of Massachusetts Dartmouth
B.S. Finance
University of Massachusetts, Amherst
Computer Engineering
State Street Corp 1990 - Present
State Street 1990 - 2011
Skills
Software Quality..., Fund Accounting, Corporate Actions, Global Custody, Equities, Fixed Income, Financial Analysis, Securities, Requirements Analysis, Business Analysis, Analysis, Bloomberg, Mutual Funds, Financial Services, Process Improvement
Education
University of Massachusetts Boston 1984 — 1990
MBA
St. Stephen's Girls College 1970 — 1982
State Street October 2005 - Present
State Street Corp October 2005 - August 2010
DST Systems 2003 - 2005
Skills
Fixed Income, Financial Services, Business Analysis, Asset Management, Mutual Funds, PeopleSoft, Equities, Accounting, Securities
Education
Rockhurst University 1998 — 2001
MBA, Business
Washington University in St. Louis 1994 — 1998
BS, Mechanical Engineering
SV Life Sciences August 2007 - Present
State Street Corp June 2005 - August 2007
WI Harper Group June 2000 - June 2005
WI Harper Group June 2002 - January 2004
BNI Business Netowrk Corp. September 2000 - December 2002
WI Harper Group June 2001 - June 2002
Skills
Investments, Venture Capital, Finance, Marketing, Internal Controls, Mergers & Acquisitions, Private Equity, Financial Modeling, Investor Relations, Valuation, Corporate Finance, Financial Analysis, Management, Auditing, Due Diligence, Alternative Investments, Strategy
Education
University of California, San Diego
BID Milton Hospital July 2013 - Present
State Street Corporation April 2009 - Present
State Street Corp June 2007 - April 2009
Granite Telecommunications February 2006 - June 2007
Robert Half Finance & Accounting April 2005 - December 2005
Investors Bank & Trust September 2004 - April 2005
AIG February 2003 - September 2004
Education
Signature Healthcare Brockton Hospital School of Nursing 2010 — 2014
Registered Nurse, Registered Nursing/Registered Nurse
University of Massachusetts Dartmouth 1996 — 2000
Bachelor of Science, Business Management
IBM 2013 - 2014
Sapient 2011 - 2013
Citizens Bank 2008 - 2011
State Street Corp 2007 - 2008
Fidelity Investments 2006 - 2007
EDS ExcellerateHRO 2003 - 2006
SHPS 2000 - 2002
Liberty Mutual Insurance February 1985 - October 2000
Skills
Vendor Management, Outsourcing, Change Management, Strategy, Project Management, Leadership, Talent Management, Operations Management, CRM, Integration, Management, Human Resources, Employee Benefits, Business Intelligence, Business Development, Program Management, IT Strategy, Business Process, Recruiting, Product Development, PMO, Process Improvement, Deferred Compensation, Software Implementation, Product Management, ERP, Business Strategy, Personnel Management, Consulting, global HCM, Performance Management, Staffing Analysis, Learning & Development..., Benchmarking, Organizational Behavior, Software, HRIS, Compensations, Employee Self Service, Manager Self-Service, ERP Design, Software Upgrades, Shared Service Center, HCM SaaS, Cloud Mobile Social..., BPaaS, BPO, HRO, Process Re-Engineering, New Business Development
Education
University of New Hampshire - Whittemore School of Business and Economics
Master of Business Administration (M.B.A.)
Richard Stockton College of New Jersey
Bachelor of Arts (B.A.), Criminal Justice
GDF SUEZ April 2015 - Present
Bright Horizons December 2008 - September 2014
Designers Choice LLC July 2004 - October 2007
State Street Corp May 2000 - June 2004
Banco Bilbao Vizcaya Argentaria - Banco Ganadero September 1998 - December 1999
Inversora Pichincha S.A. (AIG Consumer Finance Group) November 1995 - November 1997
Skills
Project Management, Vendor Management, Negotiation, Strategic Planning, Management, Process Improvement, Microsoft Office, Budgets, Pricing, Business Strategy, Financial Analysis, Customer Service, Account Management, Logistics, New Business Development, Procurement, Marketing, Purchasing
Education
Suffolk University - Sawyer Business School 2001 — 2003
MBA, Finance
Maastricht School of Management 1998 — 1999
EP, EP Project Management
Universidad Escuela de Administración y Finanzas y Tecnologías 1987 — 1992
BA, Business Administration
Colombo Britanico
Brown Brothers Harriman March 2004 - March 2014
State Street Corp 1997 - 2004
Skills
Fund Accounting, Fixed Income, Bloomberg, Corporate Actions, Hedge Funds, Bloomberg Terminal, Equities, Valuation, Capital Markets, Financial Services, Global Custody, Fund Administration, Middle Office, Mutual Funds, Trading, Swaps, Securities, Alternative Investments, ETFs, Fund Of Funds, Asset Management, Investments, Asset Allocation, Settlement, Banking, FX Options, Derivatives, Investment Management, Bonds
Education
Stonehill College 1993 — 1997
BA, Economics
DuPont Capital Management August 2012 - Present
State Street Corp. May 1998 - October 2011
Skills
Financial Analysis, Hedge Funds, Fund Accounting, Fixed Income, Fund Administration, Mutual Funds, Financial Services, Accounting, Bloomberg
Education
Santa Clara University 1989 — 1993
State Street Corp Senior ConsultantMonchik WeberJanuary 1980 - July 1983
Education
Northeastern University 1985 — 1989
State Street Corp. 1999 - Present
Education
Syracuse University - Martin J. Whitman School of Management 1986 — 1990
State Street Corp AVPState Street1992 - Present
Skills
Analysis
Education
University of Massachusetts Boston 1984 — 1990
Master of Business Administration (M.B.A.)
State Street Corp. September 2014 - Present
Skills
Information Management, Financial Accounting, Account Reconciliation, Computer Hardware, MS-DOS, Windows 7, Microsoft Office, OS X, Bloomberg, Microsoft Excel, Fund Accounting, Financial Analysis, Accounting, Financial Reporting
Education
University of Massachusetts Boston 2003 — 2005
BS, Management Information System
State Street Corp. Business Analyst - AVPState Street Bank2006 - Present
Education
Merrimack College 1985 — 1989
Forrester Research April 2011 - Present
Forrester Research October 2008 - July 2011
State Street Corp February 2006 - July 2008
Investors Bank & Trust November 2004 - January 2006
PGA Tour, INC. Buick Classic May 2000 - June 2001
Skills
Market Research, Business Development, Leadership, Public Relations, Management, CRM, Marketing Strategy, Strategy, Salesforce.com, Sales, Program Management, Account Management, Marketing, New Business Development, Lead Generation, SaaS, Strategic Partnerships, Analytics, Competitive Analysis, Product Marketing, Customer Retention, Training, Digital Marketing
Education
Suffolk University - Sawyer School of Management 2003 — 2006
M.B.A
Ithaca College 1997 — 2001
B.S., Sport Management
State Street Corp May 1998 - Present
Skills
User Acceptance Testing, ClearQuest, Software Quality..., Test Cases, Test Planning, SDLC, System Integration...
Education
Quincy College 1990 — 1994
Mercy August 2004 - Present
State Street Corp. March 1999 - June 2003
Education
Missouri State University 1994 — 1998
State Street Corp March 2006 - Present
New Balance 2004 - 2006
Matrixone, Inc 1999 - 2006
GSI Group March 1998 - February 1999
Skills
Software Development, J2EE Application..., Relational Databases, Web Development, Front Office Trading..., Middle Office, Rich Internet..., Spring Framework, Apache Commons, ClearCase, ClearQuest, Product Lifecycle..., Web Applications, SOA, Trading Systems, RIA, Spring, Requirements Analysis, Enterprise Architecture, SDLC, SQL, Fixed Income, Agile Methodologies, Data Warehousing, Software Project..., Business Analysis, Java Enterprise Edition, Unix, Web Services
Education
Tsinghua University 1987 — 1989
Master's degree, Artificial Intelligence
Tsinghua University 1982 — 1987
Bachelor's degree, Computer Science
Berkshire Bank April 2014 - Present
Berkshire Bank March 2012 - March 2014
Berkshire Bank March 2011 - March 2012
John Hancock June 2008 - March 2011
Army National Guard April 2000 - April 2009
State Street Corp August 2005 - June 2008
Investors Bank & Trust September 2004 - August 2005
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Financial Statements, Account Reconciliation, Sarbanes-Oxley Act, Finance, Financial Accounting, Vendor Management, Financial Services
Education
Southern New Hampshire University 2013 — 2015
Master's degree, Accounting
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Arts (BA), English
State Street Corp May 1998 - Present
State Street Bank 1998 - Present
Damirus Corportion Pencil Pushers 1988 - 1997
Skills
SQL, Microsoft SQL Server, Bloomberg, Agile Methodologies, ASP.NET, Access, Analysis, Business Analysis, Business Intelligence, Cloud Computing, Databases, Equities, Financial Services, Fixed Income, HTML, Integration, Java, MS Project, Microsoft Excel, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, SSIS, Software Development
Education
Stonehill College 1981 — 1985
Bachelor of Science (BS)
Royal Bank of Canada (RBC) July 2014 - Present
Royal Bank of Canada (RBC) October 2013 - July 2014
Royal Bank of Canada (RBC) July 2012 - October 2013
Royal Bank of Canada (RBC) October 2010 - July 2012
Future Electronics November 2007 - April 2009
State Street Corp. April 2006 - October 2007
Skills
Financial Analysis, Financial Modeling, Business Process..., Management Consulting, Business Strategy, Business Analysis, Portfolio Management, Leadership
Education
McMaster University
B. Comm, major in Finance and minor in Economics
Queen's University
MBA
State Street Corp April 2008 - Present
Skills
Agile Methodologies, Business Strategy, SQL, Requirements Analysis, Java, Spring, Unix, XML, Fixed Income, New Business Development, Hibernate, Trading Systems, Equities, Scrum
Education
Pace University 1995 — 1997
AXA Rosenberg 2008 - Present
State Street 2004 - 2008
State Street Corp 1996 - 2005
Skills
Bloomberg, Equity Trading, Electronic Trading, FX trading, Programming Languages, Equities, Trading Systems, Equity Derivatives, Asset Management, Financial Markets, Trading Strategies, Capital Markets, FX Options, Strategy, Portfolio Management, Settlement, Securities
Education
Northeastern University 1991 — 1993
Master of Science (M.S.), Management Information Systems, General
University of New Hampshire - Whittemore School of Business and Economics 1985 — 1989
Bachelor of Arts (B.A.), Economics
Ameriprise Financial October 2010 - Present
Bank of America November 2007 - November 2010
State Street Corp 1997 - 2007
Stop & Shop January 1996 - June 1996
Skills
Securities, Asset Managment, Business Analysis, Investments, Fixed Income, Bloomberg, Financial Services, Derivatives, Equities, Mutual Funds, Financial Modeling, Financial Analysis, Asset Management, Series 7, Risk Management, Portfolio Management, Alternative Investments, Hedge Funds, Capital Markets, Investment Banking, Asset Allocation, Wealth Management, Investment Management, Trading, Series 63
Education
Northeastern University 1993 — 1998
BC High 1989 — 1993
High School
Putnam Investment March 2013 - October 2013
Global Strategic Solutions May 2005 - February 2013
State Street May 2011 - March 2012
Babson Capital Management January 2005 - March 2005
Deutsche Bank(merged with State Street) June 2002 - April 2004
Brown Brothers Harriman January 1999 - March 2002
Evergreen Investments January 1998 - December 1998
First Data Corporation April 1996 - December 1997
JP Morgan Chase January 1991 - March 1996
State Street Corp 1989 - 1991
Skills
Private Equity, Risk Management, Bloomberg, Fixed Income, Analysis, Equities, Securities, Investments, Mutual Funds, Portfolio Management
Education
Northeastern University
State Street Corp October 2005 - Present
Fidelity Investments June 1995 - October 2005
Skills
Series 7, Series 63, Series 24, AML, Separately Managed..., Retirement, Financial Markets, ETFs, Options, Trading, FINRA, Investments, Financial Services, Equities, Mutual Funds, Fixed Income
Education
Miami University
Bachelor of Science (BS), Business Administration
University of Pennsylvania - The Wharton School (CA)
CRCP
State Street Global Advisors March 2012 - Present
State Street Global Advisors March 2011 - February 2012
State Street Global Advisors August 2008 - March 2011
State Street Global Advisors September 2006 - August 2008
State Street Corp September 2003 - May 2005
Skills
Chartered Financial..., Valuation, Financial Analysis, Investments, Capital Markets, Due Diligence, Fixed Income, Portfolio Management, Derivatives, Asset Managment, Bloomberg, Securities, Risk Management
Education
Suffolk University 2004 — 2006
Master's degree, Finance, General
Stonehill College 1999 — 2003
Bachelor's degree, Finance, General
TJX February 2014 - Present
EMC August 2012 - February 2014
Raytheon Company November 2009 - August 2012
State Street Corp. October 2000 - November 2009
Skills
Supply Chain Management, Strategic Sourcing, Strategy, Supply Management, Procurement
Education
New England School of Law
JD
Worcester Polytechnic Institute
BS, Mechanical Engineering
ComLinkData June 2014 - Present
State Street Corp July 2000 - June 2014
The Boston Company 1993 - 2000
Education
Northeastern University
BSBA, Management & Accounting
State Street Corp January 2006 - Present
Harvard Pilgrim Health Care July 2005 - December 2005
Jubilant Organosys Ltd July 2002 - October 2003
Skills
Financial Reporting
Education
Harvard University 2004 — 2004
Certificate course, Managerial Accounting
M. S. University - Baroda 2000 — 2002
MBA, Finance
M. S. University - Baroda 1997 — 2000
BBA, Management
State Street June 2014 - Present
State Street Bank February 2013 - June 2014
State Street Corp February 2001 - February 2013
Skills
Mutual Funds, Financial Analysis, Risk Management, Process Improvement, Bloomberg, Valuation, Financial Modeling, Fund Accounting, PowerPoint, Microsoft Word, Banking, Equities, Asset Managment, Financial Reporting, Internal Controls, Accounting, Access, Analysis, Microsoft Excel, Outlook, Budget, Microsoft Office, Operational Risk
Education
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1998
Bachelor of Science (B.S.), Marketing
University of Massachusetts, Amherst 1994 — 1998
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Teoma Center September 2010 - Present
Massage Therapies December 1997 - Present
State Street Corp. May 1991 - June 2002
Skills
Microsoft Excel, Microsoft Office, Deep Tissue Massage, Customer Service, Therapeutic Massage, Microsoft Word, Public Speaking, Relaxation, Swedish, Reiki, Bodywork, Social Networking, Healing, Pain Management, Medical Massage, Holistic Health, Social Media, Wellness
Education
The Massage Institute of New England 1995 — 1997
Certification, Massage Therapy
Washington Theological Union 1972 — 1975
Master of Arts (M.A.)
The George Washington University 1968 — 1972
Bachelor of Arts (B.A.)
St. Peter's College, MD 1967 — 1968
Brown Brothers Harriman April 2014 - Present
JPMorgan Chase 2013 - 2014
State Street Corp 2007 - 2013
Investors Bank & Trust 1992 - 2007
Skills
Mutual Fund Accounting, Mutual Fund/ETF Pricing..., Global Custody, Fixed Income, Foreign / Domestic..., Securities Lending, Foreign Exchange, Mutual Funds, Securities, Corporate Actions, Fund Accounting, Alternative Investments
Education
Salem State University 1986 — 1990
BA, Finance
State Street September 2013 - Present
State Street Corp 2004 - October 2012
State Street Bank January 2000 - January 2004
State Street Bank January 1998 - January 2000
State Street Bank March 1997 - January 1998
MCI Telecommuncations inc. February 1995 - February 1997
Skills
PMO, Middle Office, Access, Customer Relations, Change Management, Vendor Management, Process Improvement, Outsourcing, PMP, Vendor Relations, SDLC, Team Management, Team Leadership, Team Building, Mergers, Client Services, Problem Solving, Word, Requirements Gathering, Program Management, Financial Services, Microsoft Word, Risk Management, Mergers & Acquisitions, Software Project..., Customer Service, Business Analysis, Project Management, Analysis, Business Process, Testing, Banking, Integration, Leadership, Business Development, Management, Business Requirements, Training, Telecommunications, IT Strategy, Portfolio Management, Project Delivery, Governance, Resource Management, Requirements Analysis, Project Portfolio..., Systems Analysis
Education
Scrum.Org 2014 — 2015
Certification, Scrum Framework, Certified
Project Management Institute 2007 — 2007
Project Management Certification, Project Management
American Management Assiciation Training 2000 — 2004
Certifications-Technical Management, Technical Writing, LAN/WAN Technology, Fame Relay Technology, M, Information Technology, Certified
Disaster Recovery International 1999 — 2000
Certified, Business Disaster and Continuity Recovery
The George Washington University 1999 — 1999
Project Management Analysis and Control, Project Management, Completed
Middlesex Community College 1973 — 1975
Certified Mental Health Technician, Psychology
State Street Corp Direct entry nurse practitioner studentMGH Institute of Health ProfessionsSeptember 2014 - Present
Skills
Equities, Mutual Funds, Financial Services, Financial Modeling, Bloomberg, Investments, Fixed Income, Securities, Hedge Funds
Education
MGH Institute of Health Professions
Saint Michael's College
bachelor of arts, Journalism
State Street Corp. March 2013 - Present
Brown Brothers Harriman June 2008 - March 2013
Deloitte August 2004 - November 2006
StateStreet Group 1998 - 2001
JPMorgan Chase 1996 - 1998
JPMorgan Chase 1996 - 1998
Skills
SEC filings, Tax, Financial Reporting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Services, SEC Filings
Education
Suffolk University 1989 — 1992
BS/BA, Accounting
Malden High
State Street Corp November 2007 - February 2009
Fidelity Investments May 2007 - November 2007
Investors Bank & Trust August 1998 - November 2007
Education
Johnson & Wales University
MBA, International Business
Standish Mellon Asset Management September 2014 - Present
State Street Corp. June 2005 - January 2013
State Street September 1997 - May 2005
State Street August 1980 - September 1997
Skills
Financial Reporting, Financial Analysis, Financial Services, Financial Modeling, Investments, Accounting, Access, Essbase, Microsoft Excel, Business Analysis, Corporate Finance, Process Improvement, Unit Costing, Net Interest Revenue -..., Service Department..., General &..., Trend Analysis, Organizational..., Finance, Oracle Applications, Outlook, SharePoint, Forecasting, Analysis
Education
Stonehill College 1974 — 1978
BSBA, Accounting
Fidelity Investments Sr Manager, Software Engineering Development ManagementFidelity InvestmentsAugust 2010 - July 2012
State Street Corp 2000 - 2001
Skills
Software Project..., Agile Methodologies, Enterprise Architecture, Java Enterprise Edition, Requirements Analysis, SDLC, Software Engineering, Business Analysis, SOA, Unix, Vendor Management
Education
Harvard Extension School
Master’s Degree, Management Information Systems
Gulbarga University
Bachelor’s Degree, Engineering
State Street Corp March 2004 - Present
Fidelity Investments August 2000 - November 2001
FleetBoston January 1996 - August 2000
BankBoston January 1993 - January 1996
Education
Roger Williams University 1976 — 1979
BS, Marketing
Chowan college 1975 — 1976
Biology
Lejeune High School 1972 — 1975
US Securities and Exchange Commission May 2003 - Present
U. S. Securities and Exchange Commission 2003 - 2010
John Hancock 1998 - 2000
First Data Corporation 1994 - 1996
Liberian Organization founded by Francis. 1987 - 1992
State Street Corp 1986 - 1989
Skills
Accounting, Financial Analysis, Management, Analysis, Microsoft Office, Internal Audit, Research, Strategic Planning, Financial Reporting, Auditing, Microsoft Excel
Education
Johnson & Wales University 1983 — 1985
Bachelor of Science (B.S.), Accounting
State Street Corp April 2001 - Present
SE Mass Mfg. Partnership 1995 - 2001
Education
Massasoit Community College
Associates, Business
State Street Corp 2005 - Present
State Street 2002 - 2005
State Street 2000 - 2002
State Street 1997 - 1999
Skills
Performance Measurement, Performance Attribution, Operations Management, Client Relations, Business Analysis, Platform Integration, Data Warehousing, Data Flow, Training & Development, Business Process..., Equities, Financial Services, Fixed Income
Education
University of Massachusetts Boston 1990 — 1992
BS, Economics
State Street Corporation September 2008 - Present
State Street Corp December 2007 - September 2008
State Street April 2007 - December 2007
Skills
Financial Reporting
Education
Lasell College 2001 — 2005
Bachelor's of Science, Business Administration; Marketing
University of North Carolina
Master's, Business Administration
Pacific Western Bank July 2014 - Present
Capital Source Bank January 2014 - June 2014
Cathay Bank June 2013 - December 2013
Carrington Mortgage Holdings, LLC June 2012 - June 2013
State Street Corp November 2011 - June 2012
Applied Computer Solutions February 2011 - October 2011
WebVisible June 2010 - January 2011
Verizon Business April 2000 - April 2010
Education
University of California, Los Angeles 1979 — 1983
BS, Chemistry
SS&C Technologies March 2015 - Present
State Street Corp March 2010 - February 2015
Citizens Bank December 2009 - March 2010
Smith Barney Inc June 2007 - August 2007
Skills
Financial Analysis, Accounting, Financial Services, Finance, Valuation, Equities, Financial Reporting, Fixed Income, Private Equity, Financial Statements, Bloomberg, Portfolio Management, Mutual Funds
Education
Suffolk University 2004 — 2009
BSBA, Finance and Economics
Suffolk University 2004 — 2009
Bachelor of Science (BS), Accounting and Finance
State street Corp December 2004 - Present
Skills
Fund Accounting, Swaps, Mutual Funds, Bloomberg, Bloomberg Terminal, Corporate Actions, Derivatives, Equities, Fixed Income, Hedge Funds, Bonds, Account Reconciliation, Financial Analysis, Securities, Investments, Options
Education
Saint Peter's University 2000 — 2003
Master of Science Accountancy, Accounting
State Street Corp January 1998 - Present
Skills
Financial Services, Strategic Planning, Public Speaking, Program Management, Nonprofits, Fundraising, Leadership, Community Outreach, Strategy, Management, Event Planning
Education
Suffolk University Law School
University of Massachusetts, Amherst
Political Economy
Symantec July 2015 - Present
Symantec October 2014 - July 2015
Axis Technology, LLC June 2013 - August 2013
Rensselaer Polytechnic Institute March 2012 - May 2013
State Street Corp June 2012 - August 2012
Icrontic.com April 2011 - August 2011
Skills
Matlab, Algorithms, C++, Computer Graphics, Web Development, Front-end, Web Design, JavaScript, Backbone.js, HTML, CSS, Ruby, Ruby on Rails, Computer Vision, Data Structures, Java, Lua, SQL, LaTeX, jQuery, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Illustrator, Git, Github, Windows, Mac, Ubuntu
Education
Rensselaer Polytechnic Institute 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Kronos October 2012 - February 2014
Agero, Inc. April 2011 - October 2012
Talbots October 2010 - April 2011
EMD Serono June 2010 - September 2010
Suffolk University January 2010 - May 2010
Suffolk University September 2008 - December 2009
State Street Corp June 2006 - August 2006
Boston Financial Data Services June 2005 - August 2005
Skills
Access, Visio, Word, HTML, VBA, Excel, SQL, PowerPoint, Data Analysis, Microsoft Office, Databases, Windows, Microsoft SQL Server, Troubleshooting, Systems Analysis, Microsoft Excel, Quality Assurance
Education
Suffolk University - Sawyer School of Management 2006 — 2010
BSBA, Information Systems, Cum Laude
A. Schairizzi Co., Inc. January 2007 - Present
A.Schiarizzi Co., Inc January 2007 - Present
State Street Corp September 2003 - December 2006
The Boston Stock Exchange January 2002 - June 2002
Moors and Cabot, Inc April 2001 - September 2001
John Hancock Mutual Life Insurance Co May 1999 - February 2000
Skills
Trading
Education
Northeastern University 1998 — 2003
Bachelor's, Finance
Boston Latin High School
Northeastern University
Business; Finance; Finance club
Sound and Vision Media February 2011 - June 2011
State Street Corp May 2007 - December 2010
Mortage Security INC March 2006 - July 2006
Skills
Online Marketing, Excel, Word, PowerPoint, Customer Service, Problem Solving, Bloomberg, Microsoft Excel, Marketing Strategy
Education
University of Massachusetts Boston 2004 — 2006
Bachelors, Marketing
Mass Bay Community College
Associate's Degree, Business Administration; Administrative and Analytical Thinking
State Street Corp June 2009 - Present
Sedgwick CMS June 2008 - March 2009
Aetna Ins. Kemper National Services/Broadspire Services.Inc February 1998 - July 2007
Skills
Bloomberg, Microsoft Office, Excel, PowerPoint, Access, Punctual, Visual, Outlook, French, English, Coaching, Mentoring, Leadership Development, Office Administration, Teamwork, Organizing, Customer Service, Bookkeeping, Writing, Time Management, Personal Productivity, Team Building, Emotional Intelligence, Corporate Office
Education
Urban League 2009 — 2009
Accounting
Quincy College 1992 — 1996
Business Administrative
Rice Paper Publishing Company November 1988 - Present
State Street Corp 1994 - 2008
Liberty Mutual Insurance Company 1973 - 1984
Skills
Speak Japanese and..., Traved to and Lived in..., Publishing, Management, Japanese, Chinese, Strategic Planning, Business Strategy, New Business Development, Marketing Strategy, Management Consulting, Business Development, Start-ups, Negotiation, Strategy, Project Management, Change Management
Education
New England College of Finance 1996 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Maryland University College 1984 — 1991
Master's Degree, East Asian Studies, 3.90
Liberty Mutual Group Asset Management Inc January 2006 - June 2012
Liberty Mutual Group January 2003 - January 2006
Liberty Mutual Group January 2001 - January 2003
State Street Corp January 1999 - January 2001
State Street Corp January 1997 - January 1999
Perrier January 1994 - January 1997
Skills
SS&C Recon, CAMRA, Project Management, Corporate Actions, Multicurrency Horizon, Microsoft Office, Statutory Accounting, BlackRock Aladdin, Bloomberg, Factset, Process Improvement, Financial Reporting, Account Reconciliation, Investments, Equities, Underwriting, Financial Analysis, Essbase, Business Analysis, Microsoft Excel, Financial Modeling, Accounting, Equity Research, Fixed Income
Education
Suffolk University
CAGS, Finance
Bryant College
MBA, Finance
Massachusetts College of Liberal Arts 1988 — 1992
BS, Marketing/Finance
Mizuho Trust & Banking Co, NY 2013 - 2013
AllianceBernstein September 2004 - January 2012
State Street Corp. March 2001 - September 2004
Skills
Bloomberg, Equities, Hedge Funds, Fixed Income, Equity Research, Valuation, Alternative Investments, Financial Modeling, Capital Markets, Asset Management, Derivatives, Investment Banking, Investments, Portfolio Management, Private Equity
Education
Kean University 1996 — 2000
BS/ BA, Finance/Economics
State Street Corp August 2007 - Present
BNY Mellon April 2006 - April 2007
Education
UMass Boston
State Street Corp. January 2001 - Present
Manning & Napier Advisors May 2009 - November 2009
Merrill Lynch October 1988 - December 2000
Skills
Multi Tasking, Self-starter, Drive Results, Organization, Communication Skills, Relationship Management, High Level Of Accuracy, Close Attention to..., Fund Accounting, Financial Services, Fund Administration, Financial Statements, Cash Management, Corporate Actions, Equities, Financial Reporting, GAAP, Mutual Funds, US GAAP
Education
Stockton University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
State Street Corp July 2012 - Present
Education
Southern New Hampshire University 2005 — 2007
Bachelor's degree, Accounting and Finance
Hedge Fund Services July 2012 - Present
J.P. Morgan July 2011 - April 2012
State Street Corp October 2008 - July 2011
J.P. Morgan April 2008 - July 2011
State Street Corp February 2006 - October 2008
State Street CorpQuincy April 2004 - February 2006
Skills
Accounting, Analysis, Auditing, Banking, Finance, Financial Modeling, Mutual Funds
Education
Salem State College 1998 — 2003
Bachelor of Business Administration (BBA), Accounting
State Street Corp September 1991 - Present
Amherst Group September 1989 - September 1991
Bank of Boston 1987 - 1989
Skills
Requirements Analysis, Equities, Business Analysis, Derivatives, Fixed Income, Requirements Gathering, SDLC, SQL, Bloomberg, Securities, Process Improvement
Education
Northeastern University 1985 — 1989
Bachelor of Science (BS), Electrical and Electronics Engineering
Hollister Staffing August 2015 - Present
State Street March 2014 - August 2015
State Street Corp January 2013 - March 2014
State Street Corp September 2011 - March 2014
State Street Corporation April 2010 - September 2011
Brown Brothers Harriman March 2010 - April 2010
Campaign for Working Families February 2008 - May 2008
Temple University September 2007 - December 2007
Skills
Fixed Income, Management, Portfolio Management, Account Reconciliation, Mutual Funds, Financial Services, Investments, Equities, Trading, Securities, Bloomberg, Financial Analysis, Fund Accounting, Derivatives
Education
Temple University 2003 — 2009
Bachelor of Business Administration (BBA), Accounting, 3.14