STATE STREET CORPORATION
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. Assets under management: 2.782 trillion USD (2017) Headquarters: Boston, Massachusetts, United States Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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STATE STREET CORPORATION Employees
KPMG US February 2014 - Present
Prep KC 2012 - January 2014
State Street Corporation August 2007 - January 2014
State Street Corporation May 2011 - August 2013
State Street January 2011 - May 2011
State Street March 2009 - January 2011
State Street August 2007 - March 2009
Jackson County Family Court - 16th Circuit March 2000 - May 2007
Skills
Public Accounting, Corporate Tax, Accounting, Management, GAAP, Personal Income Tax..., General Ledger, Accounts Payable, Account Reconciliation, Financial Accounting, Financial Reporting, Finance, Financial Analysis, Cash Management, Auditing, Portfolio Management, Customer Service, Loan Servicing, Mutual Funds, Forecasting, Microsoft Excel, Derivatives, Process Improvement, Credit, Total Return Swaps
Education
DeVry University’s Keller Graduate School of Management 2013 — 2015
Masters of Accounting and Financial Management, CPA
Avila University 2008 — 2010
MBA, Finance
University of Missouri-Kansas City 2003 — 2005
BA, Psychology
AGM Financial Services May 2013 - Present
American University August 2012 - December 2013
Overseas Private Investment Corporation September 2012 - May 2013
NEPC September 2011 - July 2012
Inman Square Capital January 2011 - May 2011
MFS Investment Management June 2008 - December 2008
State Street Corporation July 2007 - December 2007
Skills
Bloomberg, Financial Accounting, Financial Modeling, Securities, Corporate Actions, Investments, Private Equity, Accounting, Valuation, Corporate Finance, Economics, Finance
Education
American University 2012 — 2013
Master of Science (M.S.)
Brandeis International Business School 2009 — 2011
Master of Arts
2009UNIVERSITY OF MASSACHUSETTS 2004 — 2009
Bachelor of Arts
HCA March 2009 - Present
Supper Thyme USA Franchise October 2006 - June 2008
HCA September 2004 - February 2007
State Street Corporation May 1996 - September 2004
Deutsche Bank May 1996 - September 2004
Skills
Data Analysis, Healthcare, Operations Management, Leadership, Program Management, Hospitals, Access, Management, Budgets, Project Management, Healthcare Management, Strategic Planning, Microsoft Excel
Education
Belmont University 1999 — 2001
MBA, Business Administration
Austin Peay State University 1989 — 1996
BBA, Management, Human Relations
Skyhigh Networks April 2015 - Present
Fidelity Investments August 2008 - February 2015
Collaborative Consulting 2004 - 2008
OneBeacon Insurance 2000 - 2004
State Street Corporation 1999 - 2000
Skills
User Experience, Information Architecture, User Interface Design, User-centered Design, Usability Testing, User Interface, Requirements Gathering, Usability, Wireframes, Agile Methodologies, User Experience Design, Interaction Design, Strategy, Management, Requirements Analysis, Mobile Applications, Heuristic Evaluation, Usability Engineering, Axure, Persona, Information Design, Mobile Design, Agile Project Management, Business Analysis, Leadership, Data Analysis, Visio, User Scenarios, Accessibility, Experience Design, Human Computer..., Adobe Fireworks, Balsamiq, Sketch
Education
Boston University 1995 — 1999
BS, Business Administration
Babson College 2001 — 2004
MBA
Bentley University 2008 — 2011
MS, Human Factors In Information Design
Cerner Corporation November 2014 - Present
Cerner Corporation May 2012 - November 2014
Cerner Corporation February 2012 - May 2012
State Street Corporation June 2011 - February 2012
MJH Insurance & Financial Services May 2009 - August 2011
Student International Business Council (SIBC) December 2009 - December 2010
Skills
Microsoft Office 2007, Microsoft Office 2003, PAM, Quickbooks, Doris Management System, People Management, QuickBooks, Management, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Accounting, Financial Analysis, Analysis, Data Analysis, Finance, Sales
Education
Benedictine College 2007 — 2011
Finance; International Business
Bishop Miege 2003 — 2007
Bachelor of Arts, Finance; International Business
Providence College March 2005 - Present
Bentley University October 2003 - 2004
State Street Corporation February 2002 - 2003
State Street Corporation February 2000 - 2002
State Street Corporation 1999 - 2000
State Street Corporation February 1996 - 1999
Skills
Career Education, Career Counseling, Event Management, Program Management, Marketing, Project Management, Project Manager..., Cover Letters, Student Development, Academic Advising, Job Search Strategies, Higher Education, Career Development..., Community Outreach, Leadership, Recruiting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2003
Masters, Information Age Marketing
Stonehill College 1991 — 1995
B.A., Philosophy, Criminal Justice
Chelmsford High School 1990 — 1991
Partners HealthCare December 2013 - Present
RSA The Security Division of EMC March 2012 - November 2013
Boston University March 2010 - September 2011
State Street Corporation 2005 - December 2008
State Street Corporation 2001 - 2005
Omgeo/ESG - Thomson Financial Services 2000 - 2001
Omgeo/ESG - Thomson Financial Services 1997 - 2000
State Street Corporation 1991 - 1996
State Street Corporation 1989 - 1991
State Street Corporation 1987 - 1989
Skills
Analysis, Strategic Planning, Research, Budgeting, Microsoft Office, Planning, Policy, Project Planning, Integration, Portfolio Management, Vendor Relations, Program Management, Business Analysis, MS Project, Vendor Management, Process Improvement, Team Building, Customer Relations, Change Management, Mentoring, Business Management, SDLC, Disaster Recovery, Team Leadership, Requirements Analysis, Team Management, Contract Negotiation, ITIL, Business Strategy, Customer Service, Project Management, Strategy, Leadership, IT Strategy, Customer Insight, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2010
Information Management Studies
George Washington University 2007 — 2007
Certificate, Project Planning, Analysis & Control
Suffolk University - Sawyer Business School 1987 — 1991
MBA, Management/Computer Science
Salve Regina University 1981 — 1985
BS, Business Management/Criminal Justice
RBS Citizens February 2013 - Present
State Street Corporation June 2003 - January 2013
Digimarc October 2002 - February 2003
Universal Software Corporation 1997 - 2000
Syntel 1994 - 1997
Ramco Systems June 1990 - September 1992
Advanced Software Technology April 1990 - June 1992
Kappa Electricals August 1988 - January 1990
Skills
Web Services, Microsoft SQL Server, C#, T-SQL, Databases, SOA, .NET, Oracle
Education
Anna University 1987 — 1988
Master, Operations Research
Loyola College 1985 — 1987
M.SC, Maths
Government Arts College 1982 — 1985
B.Sc, Mathematics
University of Madras 1982 — 1985
B.Sc, Mathematics
Lahey Health March 2013 - Present
The Buffet Way Catering November 2005 - Present
Marsh & McLennan Companies, Inc. January 2012 - March 2013
Lahey Clinic May 2009 - January 2012
State Street Corporation December 1992 - February 2009
State Street Corporation 1992 - 2009
Dun & Bradstreet Software 1988 - 1992
Skills
Team Leadership, Data Center, Strategic Planning, Disaster Recovery, Team Building, Process Improvement, Vendor Management, Business Continuity, Change Management, SharePoint, Project Management, ITIL, Troubleshooting, Cross-functional Team..., IT Management, Business Analysis, Servers, Windows, Lotus Notes, Integration, BMC Remedy, Incident Management, Active Directory, Enterprise Software, Windows Server, SDLC, Project Planning, Organizational..., SaaS, Information Technology, Software Documentation, Quality Assurance, PMO, Budgets, Testing, Operations Management, Visio, IT Service Management, Business Strategy, Cloud Computing, Databases, SQL, System Administration, Leadership, Account Management, Unix, Business Process..., Security, Infrastructure, IT Strategy
Education
Becker College 2011 — 2014
Bachelor's Degree, Business Management
Massachusetts Bay Community College 2002 — 2004
no, electronics
State Street July 2015 - Present
State Street November 2013 - July 2015
BNY Mellon May 2009 - October 2013
Eagle Investment Systems November 2006 - October 2013
Fidelity Investments 2004 - 2006
Eagle Investment Systems March 1996 - August 2004
State Street Corporation 1989 - 1994
Skills
Mutual Funds, Securities, Back Office, Fixed Income, Asset Managment, Equities, Hedge Funds, Financial Services, Alternative Investments, Derivatives, Trading Systems, Corporate Actions, Portfolio Management, Investments, Middle Office, Investment Management, Financial Markets, Capital Markets, Bonds, Asset Management, Trading, FX Options, Bloomberg, Fund Accounting
Education
American International College 1982 — 1986
Keller Williams Realty September 2014 - Present
Quincy Asian Resources, Inc. August 2013 - September 2015
Greater Boston Chinese Golden Age Center May 2012 - August 2013
The Dental Collaborative, P.C. 2010 - 2011
State Street Corporation October 2001 - December 2008
Skills
Real Estate, Business Process..., Healthcare, Health Insurance, Customer Service, Microsoft Excel, Community Outreach, Nonprofits, Public Speaking, Leadership, Strategic Planning, Training, Business Process, Data Analysis, Team Building, Marketing, Event Planning
Education
CultureSmart, Inc. 2011 — 2012
Certificate, Medical Interpretation in English and Chinese
Millennium Training Institute 2009 — 2010
Certificate, Medical Office Administration, Billing & Coding
The Open University of Hong Kong
Bachelor's degree, Business/Commerce, General
Staples December 2014 - Present
Boston Financial Data Services October 2013 - December 2014
State Street Global Advisors October 2011 - October 2013
D'Amore-McKim School of Business Corporate & Executive Education September 2011 - March 2012
State Street October 2010 - October 2011
State Street December 2006 - September 2010
State Street December 2006 - July 2008
State Street Corporation August 2005 - November 2006
Skills
Fixed Income, Equities, Portfolio Management, Alternative Investments, Investments, Analysis, Financial Analysis, Economics, Bloomberg, Financial Modeling, Mutual Funds, Data Analysis, Microsoft Excel, Finance, Research, Asset Managment, Business Development, Business Strategy, Product Development
Education
Northeastern University - Graduate School of Business Administration 2009 — 2011
MBA, International Business
Bates College 2001 — 2005
B.A, Economics
Credit Union National Association March 2013 - Present
Credit Union National Association August 2011 - March 2013
McCormick & Schmick's January 2010 - August 2011
Office of U.S. Representative John Adler January 2010 - June 2010
United Macedonian Diaspora October 2009 - December 2009
AARP September 2009 - December 2009
Sovereign Bank March 2009 - August 2009
State Street Corporation April 2008 - October 2008
New Jersey State Assemblyman Bill Baroni May 2006 - August 2006
St. James Childcare Center January 2005 - December 2005
Skills
Banking, SPSS, Facebook, Outlook, Research, Event Planning, PowerPoint, Spanish, Non-profits, Microsoft Excel, Data Analysis, Microsoft Office, Social Media, Microsoft Publisher, Twitter, TweetDeck, Adobe Acrobat, Vocus, Policy, Politics, Newsletters, Grassroots Organizing, Press Releases, Customer Service, Social Networking, Social Media Marketing
Education
American University 2009 — 2011
M.A., Political Science; Comparative Politics
Gettysburg College 2003 — 2007
B.A., Political Science, Psychology
College Year In Athens 2006 — 2006
Princeton Day School 1997 — 2003
Harlem Children's Zone May 2013 - Present
Good Shepherd Services July 2012 - February 2013
State Street Corporation June 2012 - August 2012
The Children’s Aid Society April 2012 - August 2012
HSBC Securities (USA) Inc. July 2003 - November 2011
JPMorgan Chase & Co. June 1999 - June 2003
Skills
Reference Data, Business Analysis, Investment Banking, Fixed Income, Equities, Options, Corporate Actions, Problem Solving, Proficient using..., Proficient using..., Subject Matter Expert..., Subject Matter Expert..., Subject Matter Expert..., Expertise includes new..., Expertise includes..., Expertise includes..., Supervisor, Project..., New Business..., User Acceptance Testing..., • Student Advocate..., • Missouri Model •..., • SELF Model (Safe,..., • Introduction to..., • HIV: The Essentials ..., • Universal ..., • Bias Awareness –..., • Role of the Youth..., • CPR, AED and Basic..., • LGBTQQ (Lesbian, Gay,..., • Managing Difficult..., Analysis, Alternative Investments
Education
St. Joseph's College 2012 — 2013
Certificate, Human Services and Crisis Intervention Counseling, 3.93
City University of New York-Baruch College 2003 — 2004
Certificate, Investment Banking, 3.44
University of Iowa 1990 — 1994
BA, Economics, 2.44
State Street Corporation May 2001 - Present
ALPFA Boston 2005 - 2010
Skills
Investments, Mutual Funds, Fixed Income, New Business Development, Financial Analysis, Latin America, Institutional..., Financial Modeling, Equities, Leadership, Pension Funds, Portfolio Management, Strategic Planning, Finance, Hedge Funds, Asset Managment, Financial Services, Project Management, Business Development, Bloomberg, Process Improvement, Management Consulting, Online Advertising, Private Equity, Relationship Management, Asset Management, Emerging Markets, Securities, Alternative Investments
Education
Babson College 2003 — 2006
Babson College - Franklin W. Olin Graduate School of Business
DinarStandard November 2009 - Present
Sadozai Consulting Group September 2008 - November 2009
InCytu August 2007 - December 2007
Hastings Equity Partners, LLC. August 2007 - December 2007
State Street Corporation May 2005 - May 2007
Skills
Private Equity, Corporate Finance, Equities, Investments, Venture Capital, Emerging Markets, Economics, Capital Markets, Business Strategy, Management, Start-ups, Strategy, Competitive Analysis, Consulting, Due Diligence, Entrepreneurship, Management Consulting, Market Research
Education
Babson College 2007 — 2008
MBA, Strategy and Entrepreneurship
University of Massachusetts, Amherst
BA, Economics
JPMorgan Chase & Co. May 2011 - Present
JPMorgan Chase & Co. January 2011 - May 2011
State Street Corporation January 2008 - December 2010
JPMorgan Chase & Co. March 2007 - January 2008
Investors Bank & Trust Co. July 2005 - March 2007
Green Century Capital Management, Inc. October 2003 - July 2005
Investors Circle October 2002 - October 2003
Education
Boston University 2001 — 2003
MBA, Finance/Public & Non-profit Management
Babson College 1989 — 1993
BS, Management
Reference Audio October 2008 - Present
JPMorgan Chase December 2004 - November 2008
JPMorgan Chase May 2007 - May 2008
State Street Corporation January 2000 - October 2004
Putnam Investments 1998 - 1998
Skills
Business Consulting, Problem Resolution, Project Deployment, Business Intelligence, Strategic Implementation, Cost Reduction, Critical Thinking, Process Improvement, Operational Analysis, Risk Management, Change Management, Team Builder
Education
Assumption College
BA, Business Management with Economic and Finance Minor
Marylhurst University
2008 MBA, Business Management; Finance Concentration
Regis University
2003 MBA; MA, Business Management; International Concentration
Villanova University
2003 Masters Certificate, Applied Project Management
State Street Alternative Investment Solutions June 2015 - Present
The Hanover Insurance Group 2014 - 2015
State Street August 2011 - May 2014
State Street Corporation May 2008 - August 2011
Intercommash May 2001 - February 2008
Skills
Fund Accounting, Financial Reporting, Sarbanes-Oxley, Internal Controls, Accounting, Auditing, Forecasting, Analysis, Internal Audit, Business Process, GAAP, IFRS, Financial Accounting, Financial Analysis, Account Reconciliation, General Ledger, Tax, Financial Modeling, Finance, Corporate Finance, Financial Services, US GAAP, Financial Statements, Budgets, Sarbanes-Oxley Act, Variance Analysis, Multi Currency Horizon, Microsoft Excel, Cash Flow Reporting, Cash Flow, Financial Audits, Enterprise Risk..., Strategic Financial..., Consolidation, Cost Accounting, Due Diligence, Risk Management, Management, Banking, Mutual Funds, Fixed Income, Financial Risk
Education
Suffolk University - Sawyer School of Management
GDPA, Accounting
State University of Management (SUM) 2002 — 2004
graduate study of Accounting and Auditing, graduate study of Accounting and Auditing
State University of Management (SUM) 2001 — 2004
MA, Law and Law Studies, GPA 3.9
Moscow State University of Applied Biotechnology (MGUPB) 1989 — 1994
Master's Degree, Veterinary Sciences/Veterinary Clinical Sciences, General
State Street Global Advisors April 2013 - Present
State Street Global Advisors March 2009 - March 2013
State Street Global Advisors September 2007 - March 2009
State Street Global Advisors July 2004 - August 2007
State Street Corporation July 2003 - July 2004
Babson College October 2002 - July 2003
Skills
Business Analysis, Financial Services, Mutual Funds, ETFs, Securities Lending, Board Presentations, AIF, Analysis, Foreign Registrations, PowerPoint, Microsoft Excel, Product Management, Multi Tasking, Financial Reporting, Task Management, Vendor Management, Finance, Business Intelligence, Financial Analysis, Financial Metrics, Performance Metrics, Tableau, Microsoft Word, hyperion essbase, Khalix, Essbase, SharePoint
Education
Boston College Caroll School of Management 2007 — 2010
a Masters, Business Administration; Leadership and Management
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA, Leadership & Management
Babson College 1999 — 2003
bachelor of science, Finance
Babson College 1999 — 2003
Bachelor of Science, Finance
Babson CollegeMay 2003 1999 — 2003
Bachelor of Science, Business Management; Finance
Oliver Ames High School 1995 — 1999
High School Diploma
EMC February 2011 - Present
Leading Market Technologies January 2008 - January 2011
Leading Market Technologies August 2007 - January 2008
Verizon Wireless July 2006 - August 2007
Verizon Wireless May 2005 - June 2006
Verizon Wireless July 2002 - May 2005
University of Massachusetts, Amherst August 1999 - May 2002
State Street Corporation May 2001 - August 2001
Eprise Corporation May 2000 - August 2000
Skills
Marketing, Program Management, Email Marketing, Leadership, PMP, Social Media, Sales, Management, Wireless, Project Management, Microsoft Office, Social Media Marketing, Access, Microsoft Excel, HTML, Dreamweaver, PowerPoint, Mobile Devices, Adobe Creative Suite, WebEx, Photoshop, Camtasia, Live Meeting, InDesign, SnagIt, Excel, eRoom, Webi, SmartSheets, Lightroom, iMovie, Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2010
M.S., Information Age Marketing
University of Massachusetts, Amherst 1997 — 2002
BA, Information Systems and Internet Technology
Framingham High School 1993 — 1997
High School Diploma, College Prep
TBH Tax Preparation January 1992 - Present
STATE STREET CORPORATION April 2007 - September 2011
FIDELITY INVESTMENTS (VERITUDE, LLC) April 2006 - March 2007
ACCENTURE, LLP (RANDSTAD, INC.) September 2005 - January 2006
ALEXANDER, ARONSON, FINNING, & CO., P.C. June 2005 - August 2005
Skills
Tax Preparation, Windows, Client Service, Project Planning, Excel, Word, Outlook, Adobe Acrobat, PowerPoint, Auditing, Microsoft Excel
Education
Assumption College
Bachelor of Business Administration, Accounting
State Street Corporation April 2001 - Present
Standish, Ayer & Wood October 1998 - April 2001
MFS Investment 1996 - 1998
MFS Investment Management 1996 - 1998
Skills
Fixed Income, Investments, Strategy, Portfolio Management, Securities, Process Improvement, Financial Services, Fund Accounting, Derivatives, Wealth Management..., Performance Measurement, Leadership, Alternative Investments, Bloomberg, Equities, Hedge Funds, Investment Management, Corporate Actions, Asset Allocation, Mutual Funds, Asset Management, Middle Office, Global Custody, Bonds, Fund Administration
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MBA, Finance
Boston University Questrom School of Business 1984 — 1988
BSBA, Accounting
AlphaGraphics November 2009 - Present
Alphagraphics January 2007 - October 2009
National Advisors Trust June 2005 - December 2006
Madison Capital Management March 2004 - November 2004
State Street Corporation January 1998 - January 2004
Skills
Promotional Products, Direct Marketing, Service Design, Variable Data Printing, Offset Printing, Direct Mail, Digital Printing, Small Business, Graphic Design, Mailings, Marketing Strategy, Marketing Communications, Creative Problem Solving, Microsoft Office, PURLs, Attention To Detail, Highly Analytical, Services Marketing, Print Production..., Large Format Printing, Print Production, Wide Format Printing, Marketing, Email Marketing, Print, Pre-press, Print On Demand, Banners, Brochures, Signs, Labels, Trade Shows, Color Management, Catalogs, Business Cards, Packaging, Brand Development, Graphics, Posters, Corporate Branding, Adobe Acrobat
Education
Baker University 2000 — 2001
MBA
Johnson and Wales University 1994 — 1997
BS, Management
Terra Linda High School 1994 — 1994
Wells Fargo September 2009 - Present
Syntel Inc February 2008 - Present
American Express September 2008 - September 2009
State Street Corporation February 2008 - August 2008
State Street September 2007 - January 2008
Andersen Door and Windows February 2007 - September 2007
Mutual of Omaha October 2006 - February 2007
Lego Toys September 2005 - October 2006
Lego Toys November 2004 - August 2005
E-Trade January 2004 - November 2004
Education
Bangalore University 1996 — 2001
B.E - Bachelor of Engineering, Computer Science
Bangalore University
B.E, Computer Science and Engineering
Boston Ballet October 2013 - August 2014
Deloitte June 2013 - August 2013
Red Mango, Inc. November 2010 - May 2013
Deloitte & Touche LLP June 2012 - August 2012
Bridgewater State University September 2011 - May 2012
State Street Corporation June 2011 - August 2011
The Weymouth Club September 2010 - June 2011
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting
Bridgewater State University 2009 — 2012
BS, Accounting and Finance, General Management
Lehigh University 2008 — 2009
Beyond Your Hammock August 2013 - Present
Babson College Alumni Association September 2012 - Present
St. John's Preparatory School Alumni Association August 2009 - Present
Breakwater Asset Management, LLC January 2013 - August 2013
Independent Financial Advisor January 2008 - December 2012
Babson College Financial Services Career Affinity Group September 2008 - September 2012
Heartland Institute of Financial Education September 2009 - January 2012
JPMorgan Chase 2004 - 2007
State Street Corporation July 2002 - October 2004
Skills
Retirement Planning, Financial Planning, Risk Management, Asset Management, Wealth, Leadership, Estate Planning, Finance, Strategic Financial..., Strategic Planning, Financial Services, Mutual Funds, Tax, Investments, Asset Managment, Financial Analysis, Investment Management, Management, Employee Benefits, Investment Advisory, Retirement, Budgets
Education
Babson College 1998 — 2002
Bachelor of Science, Finance, Accounting, Economics
St. John's Prep 1995 — 1998
Boston Children's Hospital March 2012 - Present
Boston Children's Hospital November 2009 - March 2012
Fidelity Investments September 2008 - December 2008
State Street Corporation January 2006 - May 2008
Wellington Management June 2005 - December 2005
Bank of New York Mellon June 2004 - December 2004
Skills
Investments, Strategy, Financial Analysis, Entrepreneurship, Business Strategy, Financial Modeling, Private Equity, Financial Services, Relationship Management, Portfolio Management, Asset Managment, Business Analysis, Valuation, Strategic Financial..., Process Improvement, Healthcare Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA
Northeastern University 2002 — 2006
Bachelors of Science in Business Administration, Finance
State Street Global Exchange, FX Connect & Fund Connect June 2014 - Present
State Street Corporation January 2013 - June 2014
State Street May 2008 - January 2013
State Street January 2006 - January 2008
Hobbs Madison November 2004 - January 2006
State Street Corporation January 1993 - October 2004
CSC Consulting May 1990 - January 1993
Skills
Financial Services, Asset Management, Mutual Funds, Strategy, Cross-functional Team..., Global Business..., Program Management, Analytics, Product Management, Relationship Management
Education
Babson College 1991 — 1996
MBA
Project Management Institute (PMI)
PMP Certification
University of Richmond
BS
Eliassen Group November 2013 - Present
Redland Strategies Inc- A Full Service Business Development and Government Relations Firm September 2012 - October 2013
Flynn Zito Capital Management, LLC March 2012 - August 2012
State Street Corporation August 2011 - May 2012
Merrill Lynch- Private Wealth Management June 2010 - August 2010
Merrill Lynch- Private Wealth Management February 2010 - May 2010
Skills
Mutual Funds, Analysis, Trading, Recruiting, Financial Services, Investments, Training, Finance, Leadership, Entrepreneurship, Supportive Services, Strategy, Portfolio Management, Strategic Planning, Customer Service, Asset Allocation, Corporate Finance, Equities, Chewing Gum, Marketing, Valuation, New Business Development, Start-ups, Asset Management, Due Diligence, Microsoft Excel, Asset Managment, Project Management
Education
Adelphi University 2007 — 2011
Bachelor of Business Administration (BBA), Business Management, 3.9 GPA
Adelphi University
Bachelor of Business Administration, 2011
Bain Capital April 2013 - Present
NYU Medical Center August 2009 - April 2013
Tufts-New England Medical Center March 2008 - August 2009
Impact Fitness 2005 - 2009
Parametric Technology Corporation (PTC) May 2004 - November 2007
Life Support Systems December 2003 - May 2004
State Street Corporation July 2000 - August 2003
Bearings Specialty, Co. Inc. May 1998 - June 2000
Papa Ginos May 1992 - September 1999
The Flatley Company July 1996 - May 1998
Skills
Effective Communication..., Ability to Handle..., Excellent Time..., Time Management, PeopleSoft, Visio, Program Management, Healthcare Information..., Software Documentation, Outlook, SharePoint, HIPAA, Project Management, Healthcare, Business Development, Eclipse, Microsoft Office, Oracle, Cross-Functional Skills, Team Building, Communication, Process Implementation, Strategic Planning &..., QuickBase, Place Ware, Cisco Meeting Place, Business Process..., Top Secret, Executive Management, ERP, MS Project, Vendor Management, Integration, Administrative..., Leadership, Management, Budgets
Education
Anna Maria College 1996 — 1998
Bachelor of Business Administration
Aquinas College in Milton, MA 1994 — 1996
Associates of Business Administration
Golden Triangle Wine and Spirits September 2009 - May 2010
State Street Corporation March 2004 - January 2009
State Street Corporation March 2000 - March 2004
Lowe's Home Centers July 1999 - March 2000
Super Target July 1995 - July 1999
City of Prairie Village 1993 - 1994
U.S. Army May 1983 - January 1991
Education
Baker University
Bachelor of Arts, Business Administration
Keller Graduate School of Management - DeVry University
MBA/MAFM, Accounting; Accounting and Financial Management
Proxima, LLC September 2014 - Present
Rosc Global Investments, LLC September 2013 - August 2014
Pearl Street Capital Group March 2008 - September 2013
Franconia Ski Club March 2011 - March 2013
State Street Bank & Trust Company 2005 - 2007
State Street Corporation 2002 - 2005
State Street Global Markets 1997 - 2002
IBEX Capital Markets, LLC 1996 - 1997
Education
Yale School of Management
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
Assumption College 1981 — 1986
Mathematics
BNY Mellon September 2014 - Present
State Street Corporation January 2014 - February 2014
State Street Corporation May 2006 - January 2014
State Street Corporation May 2005 - May 2006
Analog Devices Inc. February 2004 - April 2005
State Street Corporation February 2003 - February 2004
Ernst & Young January 2001 - January 2003
Skills
Financial Reporting, Asset Management, Financial Statements, Hedge Funds, Risk Management, Banking, IFRS, General Ledger, Investments, Derivatives, Alternative Investments, GAAP, US GAAP, Bloomberg, Accounting, Strategic Financial..., Fund Accounting, SEC filings, Financial Analysis, Corporate Finance, Sarbanes-Oxley Act, Process Improvement, Budgets, Internal Audit, Private Equity, Equities, Mutual Funds, Due Diligence, Finance, Auditing, Compliance, Financial Accounting, Financial Modeling, Financial Services, Forecasting, Fund Of Funds, Internal Controls, Middle Office, Securities Lending, Tax, Valuation, SEC Filings, Financial Planning
Education
Babson College 1994 — 1996
Bachelor of Science (BS), Accounting
State Street Corporation December 2014 - Present
Skills
Analysis, Data Analysis, Finance, Management, Business Analysis, Investments, Financial Analysis, Corporate Finance, Project Management, CRM, Research, Financial Services, Managerial Finance, Business Process, Accounting, Performance Measurement, Leadership, Alternative Investments, Bloomberg, Business Planning, Analytics, MS Project, Microsoft Excel, Microsoft Word, Operations Management, International Economics, E-commerce, Process Improvement, Valuation Modeling, Client Relations Skills, Relationship Management, Visio, Forecasting, Change Management, Business Strategy, Performance Attribution, Equities, Asset Management, Microsoft Visio, Investment Management, Bloomberg Terminal, Fixed Income, Financial Modeling, Client Relations, Salesforce.com
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2006
MBA, Marketing Strategy and E-Commerce, A+
Hult International Business School 2005 — 2006
MBA, Business Management, A+ in Entrepreneurship course
Bangalore University 2003 — 2004
PGDPM, Accounting & Human Resource Management
Bangalore University 1999 — 2002
BS, Accounting and Management
Cervello June 2015 - Present
Cervello July 2013 - June 2015
ADI Strategies August 2010 - July 2013
Eaton Vance April 2008 - August 2010
State Street Corporation April 2005 - April 2008
Palladium Group, Inc. April 2001 - March 2005
Razorfish June 2000 - April 2001
Skills
Business Intelligence, OBIEE, Essbase, Hyperion Planning, Hyperion, EPM, DRM, OBIA, OLAP, Oracle, Business Analysis, Master Data Management, Requirements Gathering, Analytics, Project Management, Business Analytics, CRM, Dashboard, SDLC, Consulting
Education
Babson College 1996 — 2000
B.S., Management Information Systems
Bell October 2014 - Present
SIR Corp May 2014 - October 2014
State Street Corporation May 2013 - August 2013
Weston Golf and Country Club May 2012 - September 2012
American Eagle Outfitters August 2008 - September 2011
Skills
Entrepreneurship, Sales, Time Management, Marketing, Leadership, Social Media, Teamwork, Management
Education
Queen's University 2010 — 2014
Bachelor of Commerce (B.Com.), Marketing/Advertising
Audencia Nantes Ecole de Management 2013 — 2013
International Exchange, Marketing
Bishop Allen Academy 2006 — 2010
GMO January 2015 - Present
State Street Global Advisors November 2013 - December 2014
State Street Corporation November 2012 - November 2013
State Street Corporation June 2011 - November 2012
State Street Corporation March 2010 - June 2011
Amigos de las Américas March 2009 - August 2009
Bain & Company, Inc September 2008 - December 2008
Skills
Bloomberg, Spanish, Valuation, Finance, Equities, Fixed Income, Analysis, Derivatives, Portfolio Management, Financial Analysis, Mutual Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2013
Master's Degree, Finance, 3.68
Bentley University 2005 — 2009
Bachelor's degree, Business Administration and Management, General, 3.7
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
NBH Bank, N.A. 2015 - Present
State Street Corporation 2008 - 2015
GE Capital Retail Finance 2006 - 2008
Great River Pizzeria LLC 2005 - 2006
Skills
Financial Planning &..., Investment Accounting, Risk Management, Process Improvement, Account Reconciliation, Derivatives, Global Custody, Stakeholder..., Consumer Loans, Public Budgeting, Investment Banking, Database Management, QuickBooks, Peachtree, Customer Service, Cultural Awareness, Trend Analysis, Opportunity..., Problem Resolution, Financial Analysis, Accounting, Spreadsheet Design, Visual Basic, SWOT analysis, Finance, Associate Development, Microsoft Office, Microsoft Excel, Fund Accounting, Sales, Auditing, Teamwork, Interpersonal..., Analytical Skills, Bank Reconciliation, Financial Audits, Creativity, Robert's Rules of Order, Foreign Currency, Budgets, Public Speaking, Management
Education
Bemidji State University 1999 — 2004
Bachelor of Science, Business Administration - Management & Finance
Jefferies May 2015 - August 2015
Consilium Partners March 2014 - November 2014
State Street Corporation July 2013 - August 2013
Fresh Bites, Inc November 2012 - May 2013
PwC October 2012 - November 2012
Education
Babson College 2012 — 2016
Bachelor's Degree, Computational and Mathematical Finance & Quantitative Methods, Honors
Chelmsford High School 2008 — 2012
High School Diploma
McGladrey October 2012 - Present
SeraCare Life Sciences Inc July 2009 - August 2011
State Street Corporation June 2008 - August 2008
Skills
Accounting, Internal Controls, Accounts Receivable
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Masters in Accounting, Accounting
Stonehill College
Bachelor of Science, Accountancy
Presence Wellness August 2012 - Present
State Street Corporation 2002 - 2009
Citizens Bank January 2001 - August 2001
Skills
Therapeutic Massage, Thai Massage, Deep Tissue Massage, Reiki, Reflexology, Skin Care, Makeovers, Holistic Health, Fitness, Personal Training, Lifestyle, Fitness Training, Spa, Nutrition, Swedish
Education
Baylor University
Spatech
Professional Licenses, Massage Therapy/Therapeutic Massage
Spatech
Professional Licenses, Advanced Polarity
State Street Corporation July 2014 - Present
Bank of America / Merrill Lynch June 2009 - June 2014
Bank of America 2007 - 2009
BankBoston International 1999 - 2007
Bank of America 1990 - 1999
Patten Corporation 1988 - 1990
United Savings Association of Texas 1985 - 1988
Skills
Financial Planning, Risk Management, Wealth Management, Mergers, Investments, Strategic Financial..., Portfolio Management, Fixed Income, AML, Equities, Management, Financial Risk, Finance, Investment Management, Mergers & Acquisitions, Banking, Capital Markets, Strategy, Financial Services, Alternative Investments, Securities, Private Banking, Financial Markets, Accounting, Financial Analysis, Business Strategy, KYC, Hedge Funds, Investment Banking, Asset Management, Due Diligence
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2012
Masters, Financial Planning
Bentley University 1976 — 1980
BS, Accounting
Glastonbury High School 1972 — 1976
Beacon Health Options September 2015 - Present
State Street March 2015 - September 2015
State Street October 2013 - March 2015
State Street April 2012 - October 2013
State Street May 2011 - April 2012
State Street Corporation March 2010 - May 2011
State Street June 2008 - March 2010
Sovereign Bank May 2005 - May 2008
Skills
Bloomberg, Accounting, Business Analysis, Fund Accounting, Financial Modeling, Cantonese, Mutual Funds, Financial Analysis, Valuation, Financial Reporting, Mandarin, Tax Treaties, Process Improvement, Account Management, Bloomberg Terminal, Fixed Income, Equities, Securities, Derivatives, Banking, Corporate Actions, Investments, Microsoft Office, Business Writing, Project Analysis, Microsoft Visio, Mutual Fund Taxation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2009
MBA, Finance
Bentley University 2004 — 2008
Bachelor's Degree, Finance
The University of Hong Kong 2006 — 2006
Finance
State Street Corporation April 2014 - Present
Baja Sharkeez Newport Beach June 2013 - September 2013
Forever 21 April 2011 - June 2013
River Island September 2009 - April 2011
Skills
International Business, Employee Relations, Organizational..., Human Resource..., Employment Law, Strategic Management, Supply Chain Management, Corporate Social..., Industrial Relations, Innovation Management, Corporate Governance, Financial Analysis, Corporate Finance, Personal Finance, Managerial Economics, Tourism Management, Project Management, E-business, Microsoft Office, Presentations, Report Writing, Retail Sales, Cashiering, Loss Prevention, Time Management, Merchandising, Trend Analysis, Visual Merchandising, Styling, Fashion, Sales, Business Strategy
Education
Institute of Technology, Tallaght 2009 — 2013
Bachelor's Degree, Management (B.B.S)(Hons)
St. John's College, De La Salle 2003 — 2009
Leaving Certificate, 435
J.P. Morgan June 2012 - Present
Now You're Cooking!, LLC dba HomeCooked June 2006 - Present
Coast Asset Management August 2004 - March 2012
Coast Asset Management May 2003 - August 2004
eBay January 1999 - April 2003
State Street Corporation September 1997 - January 2002
Skills
Hedge Funds, Risk Management, Operational Due..., Operations Management, SQL, Visual Basic, Entrepreneur, Entrepreneurial...
Education
Babson College 1994 — 1997
BS, Entrepreneurial Studies & Investments
Permal Capital Management May 2011 - Present
State Street Corporation May 2009 - May 2011
State Street Corporation October 2007 - May 2009
Ameriprise Financial October 2006 - May 2007
Skills
Investments, Private Equity, Mutual Funds, Alternative Investments, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Equities, Bloomberg, Fixed Income, Business Analysis, Microsoft Excel, Data Analysis, Fund Accounting, Finance, Venture Capital
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Finance, Management
Babson College 2005 — 2009
Bachelor of Science in Business Management, Finance, Economics
KGA Inc December 2002 - Present
City Access Providers 1999 - 2000
State Street Corporation 1994 - 1999
Scudder Investments 1998 - 1998
Stratus Computers 1984 - 1987
Computervision 1982 - 1984
Skills
Organizational..., Executive Coaching, Organizational..., 360 Feedback, Employee Engagement, Employee Relations, Generational Differences, EAP, Wellness, Management Development, Organizational Design, Talent Management, New Business Development, Leadership Development, Human Resources, Performance Management, HR Policies, MBTI, Stress Management, Behavioral Health, Resiliency, Benefits Administration, Management, Coaching, Start-ups, Program Management, Employee Benefits, Workforce Planning, Succession Planning, Recruiting
Education
Babson College 1987 — 1992
MBA, Human Resources
Bridgewater State College 1979 — 1982
Bachelor of Science, Public Administration
Canton High 1974 — 1978
State Street April 2014 - Present
State Street Corporation January 2013 - April 2014
State Street Corporation August 2011 - January 2013
Time Out Boston September 2010 - June 2011
TeaParty Boston April 2009 - August 2010
Skills
Project Coordination, Event Management, Public Relations, Social Media Marketing, Social Media Development, Marketing Strategy, Brand Strategy, Marketing Communications, Social Media, Engaging Public Speaker, Marketing, Brand Architecture, Project Management, Corporate Communications, Event Planning, Media Relations, Strategy, Editing, Entrepreneurship, Management, Entertainment, Photography, Social Networking
Education
Northeastern University - Graduate School of Business Administration 2009 — 2010
M.S., Technological Entrepreneurship
Northeastern University 2006 — 2009
B.S., Music Industry
Belmont University 2003 — 2005
B.A., Music Business
Governor's Academy 1999 — 2003
High School
John Hancock Financial Services January 2014 - Present
BI-SAM February 2013 - December 2013
Eze Castle Integration, Ledgex February 2012 - February 2013
GB Solutions January 2011 - February 2012
State Street Corporation June 2008 - January 2011
State Street Corporation December 2006 - June 2008
Liberty Mutual Group 2005 - 2007
Corporate Benefits Company 2002 - 2004
Skills
Financial Analysis, Hedge Funds, Finance, Start-ups, Financial Reporting, Investments, Portfolio Management, Alternative Investments, Financial Services, Asset Management, Corporate Finance, Bloomberg, Analytics, Financial Modeling, Equities, Valuation, Fixed Income, Business Analysis, Mutual Funds, Management, Risk Management, Accounting, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2002
MBA/MSF, Business Administration/Finance
Carlow College 1996 — 1998
Bachelor of Science, Business Management
American University in Bulgaria 1994 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration, Political Science/International Relations
Emin Duraku
Microsoft
Certificate, Microsoft Dynamics AX Finance and Trade and Logistics.
Petro Nini Luarasi
High School Diploma
Liberty Mutual Group June 2011 - Present
Ercolini & Company LLP January 2011 - March 2011
Waters Edge Management September 2010 - November 2010
Bentley University June 2007 - May 2010
State Street Corporation June 2008 - August 2008
State Street Corporation June 2007 - August 2007
Bentley University September 2006 - May 2007
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Bloomberg, SAP, OneNote, Accounting, Access, Financial Reporting, Peachtree, Financial Analysis, QuickBooks, Auditing, Microsoft Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master, Accounting
Bentley University 2006 — 2010
Bachelor of Science, Accounting
Universitat Pompeu Fabra 2009 — 2009
Bachelor of Science, Accounting
State Street April 2015 - Present
State Street Corporation December 2004 - Present
Computershare June 2004 - December 2004
Skills
Equities, Fixed Income, Mutual Funds, Fund Accounting, Management, Financial Services, ETFs, Fund Administration, Investments, Asset Management, Client Services, Securities, Bloomberg
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2011
MBA
University of Massachusetts Dartmouth 2000 — 2004
Bachelor, Business Information Systems
Massachusetts Institute of Technology 2011 - Present
Wellington Management 2006 - 2011
State Street Corporation 2003 - 2006
State Street Corporation 2001 - 2003
State Street Global Advisors 1999 - 2001
Fleet Financial Group 1998 - 1999
Prudential Realty Group 1981 - 1986
Equitable Life Assurance Society of America 1980 - 1981
Skills
Procurement, Global Sourcing, Vendor Management, Risk Management, Strategic Sourcing, Management, Change Management, Sourcing, Business Development, Business Strategy, Leadership, Mergers & Acquisitions, New Business Development, Entrepreneurship, Portfolio Management
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance and Real Estate
Bates College 1973 — 1977
BA, Mathematics and Sociology
Merkle January 2013 - Present
Wellington Management April 2008 - December 2012
Little Traveler October 2006 - December 2012
State Street Corporation August 2004 - April 2008
Oracle Corporation February 2000 - July 2004
Lalita Das, Architects and Planners December 1995 - May 1997
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2012
MBA, Business, cum laude
Eastern Michigan University 1998 — 1999
Master of Science, Information Systems, suma cum laude
Rachana Sansad's Academy of Architecture 1990 — 1995
B. Arch, Architecture
Jai Hind College 1988 — 1990
High School, Science and Electronics
Ernst & Young September 2012 - Present
Raytheon June 2008 - August 2012
California State University, Dominguez Hills March 2009 - March 2010
Raytheon June 2005 - June 2008
Babson College September 2004 - May 2006
Kaplan Inc. 2003 - 2004
Omgeo 2003 - 2004
State Street Corporation 2001 - 2003
Skills
Process Improvement, IT Audit, Risk Management, Strategic Planning, Change Management, Project Management, Program Management, Auditing, SAP, Internal Controls, Governance, Information Technology, Sarbanes-Oxley Act, Business Process..., IT Strategy, Enterprise Risk..., Risk Assessment, CRM, Analysis, Business Process, Project Portfolio..., Management Consulting, Business Analysis, Financial Services
Education
Babson College 2004 — 2006
MBA
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA
University of North Carolina at Greensboro 1997 — 2001
BS
State Street Corporation April 2015 - Present
Pro SAAMYA, Inc. November 2005 - April 2015
Accurum Inc / Cap Gemini June 1998 - May 2005
State Street June 1998 - June 2000
ONGC March 1983 - June 1998
Skills
Software Development, PL/SQL, Physics, Java Enterprise Edition, Web Services, Java, Unix Shell Scripting, Unix, Oracle, Strategy, Spring, Requirements Analysis, SDLC, C, Agile Methodologies, Linux, Software Project..., Business Analysis
Education
Andhra University 1977 — 1982
Ph. D., Theoretical Physics
Interactive Data January 2009 - Present
State Street Corporation July 2007 - December 2008
Oracle Corporation June 2004 - June 2007
Oracle Corporation April 2003 - June 2007
Investors Bank & Trust February 2002 - June 2007
Investors Bank & Trust September 2000 - February 2002
US Trust/Citizens Financial Group September 1998 - May 2000
US Trust 1998 - 2000
Lexington Savings Bank 1997 - 1998
Fleet Bank 1994 - 1997
Skills
Payroll, Cash Management, Financials, Purchasing, Benefits, Procurement, Portfolio Management, Salesforce.com, SharePoint, Learning Management, Accounts Payable, General Ledger, Fixed Assets, HRIS, ADP, Accounts Receivable, Resource Management, Financial Reporting, Accounting, Oracle Financials, Strategic Sourcing, Project Accounting, Oracle General Ledger, Oracle E-Business Suite, OBIEE, Oracle HR, Outlooksoft, Oracle Applications, Oracle, Enterprise Software, Business Analysis, ERP, Financial Analysis, CRM, SDLC, Outsourcing, Integration, Executive Management, Cross-functional Team..., Executive-level..., Project Management
Education
Babson College 1990 — 1992
BS, Accounting
TD Bank October 2012 - Present
FIS Global March 2011 - October 2012
Independent Consultant June 2009 - March 2011
SOVEREIGN BANK May 2004 - May 2009
INDEPENDENT CONSULTANT 2002 - 2004
STATE STREET CORPORATION 2001 - 2002
FLEETBOSTON / BANKBOSTON 1999 - 2001
INVESTORS BANK & TRUST COMPANY 1996 - 1999
ROCKLAND TRUST COMPANY 1993 - 1996
FLEET SERVICES CORP / BANK OF NEW ENGLAND 1987 - 1993
Skills
Banking, Risk Management, Vendor Management, SDLC, Financial Services, Business Analysis, Process Improvement, Program Management, Project Management, Requirements Analysis, Portfolio Management, Mergers, Software Project..., Cash Management, Visio, Integration, Financial Analysis, IT Strategy, Business Process..., Financial Risk, Change Management, Budgets, Disaster Recovery, PMO, Management, Strategy, Mergers & Acquisitions, Project Portfolio..., Finance, Executive Management, Project Planning, Business Requirements, Consulting, Analysis, Testing, Systems Analysis, Business Intelligence, Loans
Education
Babson College 1982 — 1986
MBA
Boston College 1974 — 1977
BS
IBM 2012 - Present
Netezza, an IBM Company 2009 - 2012
Tizor Systems 2007 - 2008
State Street Corporation 1992 - 2006
State Street Corporation 1989 - 1991
Skills
Project Management, Program Management, Product Management, Databases, Cross-functional Team..., Software Development, Management, Vendor Management, Oracle, Security, Testing, Start-ups, Quality Assurance, IT Strategy, Outsourcing, Software Project..., Leadership, Enterprise Software
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MS
Bentley University 1985 — 1989
BS
State Street Corporation January 2008 - Present
State Street Corporation June 1993 - Present
Skills
•Client Relationship..., •Risk Measurement and..., •Business Solutions..., •Business Process..., •Strategic Planning, •Strategy Development, •Conflict Management, •Project Management, •Thought Leadership, •Client Needs Analysis, •Collaborative..., •Business Acumen, French, German, Indian Languages, Risk Management, Strategy, Analysis, CRM, Management, Agile Methodologies, Derivatives
Education
Boston University Questrom School of Business 1994 — 1997
MBA (Honors), Finance
Bisk Education 1993 — 1994
CPA Training
Andhra University 1986 — 1990
BS, Engineering
State Street Corporation July 2001 - Present
Kinecta Corporation 2000 - 2000
Education
Andhra University 1994 — 1996
State Street Corporation July 2007 - Present
Investors Bank & Trust Company June 2002 - July 2007
Brown Brothers Harriman & Co September 2000 - May 2002
Brown Brothers Harriman & Co March 1998 - September 2000
Brown Brothers Harriman & Co May 1996 - March 1998
JP Morgan June 1994 - April 1996
Citigroup April 1988 - April 1994
Education
Adelphi University 1990 — 1993
MBA, Corporate Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
Fidelity Investments November 2014 - Present
Fidelity Investments May 2013 - November 2014
Financial Research Company June 2009 - April 2010
Fidelity Investments February 2001 - December 2008
State Street Corporation July 1996 - February 2001
Skills
Data Analysis, Financial Reporting, Financial Analysis, Database Administration, Ad Hoc Reporting, Marketing Strategy, Marketing Management, Manage Client..., Business Analysis, Process Improvement, CRM, Strategy, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
Master of Business Administration (MBA), Information Technology
Providence College
Bachelor of Science (BS), Business Administration and Management, General
Commonwealth Financial Network March 2006 - Present
State Street Corporation 2002 - 2006
Sybase 2000 - 2001
Fidelity Investments 1990 - 2000
Skills
Training, Project Management, Career Counseling, Organizational..., Instructional Design, Employee Training, Onboarding, Management Development, Leadership Development, Cross-functional Team..., Team Leadership, Strategic Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1991
MBA, Finance
The University of Connecticut 1982 — 1984
Masters of Education
The University of Connecticut 1978 — 1982
Bachelors of Science, Business Marketing
U.S. Department of State 2012 - Present
United States Secret Service March 2008 - March 2011
The Brookings Institution July 2007 - March 2008
Special Inspector General for Iraq Reconstruction June 2006 - May 2007
U.S. Department of Homeland Security June 2006 - September 2006
The Supreme Court of Ohio September 2003 - June 2004
Office of the Attorney General, State of Ohio June 2001 - November 2002
State Street Corporation June 1998 - June 2000
Skills
Public Policy, Policy Analysis, Program Evaluation, Foreign Policy, Policy, Politics, Government, International Relations, Economics, International..., Legislative Relations, Qualitative Research, Strategic Communications, Political Campaigns, Community Outreach, National Security, Non-profits, Strategic Planning, Fundraising, Public Speaking, Civil Litigation
Education
Harvard University 2005 — 2007
MPP
The Johns Hopkins University 2003 — 2004
Graduate Certificate
The Ohio State University Moritz College of Law 2000 — 2003
Juris Doctor
Babson College 1994 — 1998
B.S. Business Administration
State Street November 2014 - Present
State Street March 2011 - October 2014
State Street Corporation July 2007 - March 2011
Investors Bank & Trust April 2006 - July 2007
Investors Bank & Trust May 2005 - April 2006
Investors Bank & Trust October 2004 - May 2005
John Hancock Life Insurance Company (U.S.A.) 2004 - 2004
Skills
Fund Accounting, Fixed Income, Fund Administration, Hedge Funds, Investments, Bloomberg, Derivatives, Financial Services, Equities, Mutual Funds, Trading, Private Equity, Mergers & Acquisitions, Bonds
Education
Babson College 2000 — 2004
Bachelor of Science, Business Administration
GE Capital April 2014 - Present
ESPN July 2005 - April 2014
Alligient systems January 2004 - July 2005
State Street Corporation February 2001 - December 2003
Fleet Boston Financial May 1995 - January 2001
Skills
Oracle RAC, Oracle, SQL Tuning, Performance Tuning, Enterprise Software, Database Administration, Software Project..., Database Design, Data Warehousing, Business Intelligence, Oracle Enterprise..., ETL, Replication, RMAN, Microsoft SQL Server, Databases, Enterprise Architecture, SDLC, Disaster Recovery, Capacity Planning, Disney, High Availability, Stored Procedures, AIX, Television Production, Database Management, Patch Management, Oracle GoldenGate, SharePlex8.0, Business Analysis, Management, Requirements Analysis, SQL, Integration, Agile Methodologies, Cloud Applications, Big Data Ecosystems, Big Data Analytics, MongoDB
Education
Bangalore Institute of Technology 1980 — 1985
Bachelor's degree, Electrical, Electronics and Communications Engineering
Bangalore University 1979 — 1985
Bachelor of Engineering (B.E.), Electronics and Telecommunications Engineering
LeveL ATS June 2013 - Present
Charles River Development June 2012 - June 2013
State Street Corporation March 2009 - June 2012
State Street Corporation November 2006 - March 2009
Boston Stock Exchange 2006 - 2006
CVS 2005 - 2006
State Street Bank 2001 - 2004
Skills
Electronic Trading, Certification Testing, Equities, Order Management, Product Development, Trading Systems, FX trading, Trading, Fidessa, Business Intelligence, Options, Foreign Exchange, Quality Assurance, User Acceptance Testing, Exchange Connectivity, Equity Trading, Low Latency, SDLC, Middle Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1999
Master of Business Administration (MBA), Management Information Systems, General
Assumption College February 2013 - Present
State Street Corporation January 2009 - January 2013
State Street International (Ireland) Ltd. July 2007 - January 2009
State Street Bank GmbH (Germany) July 2005 - July 2007
State Street Corporation (Boston) July 2000 - July 2005
Skills
Mutual Funds, Financial Services, Relationship Management, Banking, Business Analysis, Project Management, Customer Service, Fundraising, Financial Analysis, Nonprofits
Education
Assumption College 1998 — 2000
Bachelor of Arts, English
UMass Dartmouth 1996 — 1998
Doherty High 1992 — 1996
Santander Bank, N.A. 2014 - Present
Citi 2011 - 2014
Bank of America 2007 - 2010
State Street Corporation 1999 - 2007
Skills
Corporate Actions, Banking, Securities, Risk Management, Process Improvement, Financial Services, Change Management, Six Sigma, Project Management, Management, IT Strategy, Operations Management, Business Analysis, Business Intelligence, PMO, Project Portfolio..., Business Transformation, SDLC, Requirements Analysis, Financial Analysis, Outsourcing, Business Process..., Financial Risk, Vendor Management, Program Management, Data Analysis, Business Process, Software Project..., Team Management, Analysis, Process Engineering, Product Management, Business Strategy, Integration, Governance, Strategy, Operational Risk..., Leadership, Portfolio Management, Management Consulting, Cross-functional Team..., Business Process..., Executive Management, CRM, Operational Excellence, Quality Assurance, Mergers & Acquisitions, Mutual Funds, Analytics, PMP
Education
Babson College - Franklin W. Olin Graduate School of Business
Master's Degree
College of the Holy Cross
Bachelor's Degree
Harvard University
Master’s Degree
Badgeville October 2014 - Present
Badgeville January 2014 - October 2014
Badgeville April 2013 - October 2014
Autonomy, an HP company 2012 - 2013
Advent Software 2010 - 2012
State Street Global Markets 2008 - 2010
State Street Global Markets 2006 - 2008
State Street Corporation 2004 - 2006
E.S. Originals Branded Group/Roots Footwear 2002 - 2003
The Rockport Company 1999 - 2000
Skills
Account Management, Business Analysis, Customer Service, New Business Development, Problem Solving, Analysis, Microsoft Office, Team Building, Relationship Management, Project Planning, Technology Management, Manage Client..., Business Process..., Dispute Resolution, Logistics, Infrastructure..., Product Development, Software Implementation, Troubleshooting, Client Onboarding, Process Improvement, Cross-functional Team..., Management, Enterprise Software, Integration, Training, Business Strategy, Software Documentation, CRM, Strategy, Project Management, Operations Management, SaaS, Strategic Planning, Vendor Management, Product Management, Salesforce.com, Cloud Computing, Business Intelligence, Solution Selling
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Magna Cum Laude
Wentworth Institute of Technology 1998 — 2002
Technology Management, Business, IT, Client Relationships
Vermilion Software June 2010 - Present
Fidelity Investments June 2009 - June 2010
Citisoft, Inc June 2007 - May 2009
Lewtan Technologies October 2005 - June 2007
DST International June 2004 - October 2005
Financial Models Company 2004 - 2004
State Street Corporation 1999 - 2003
Skills
Business Analysis, Project Management, PMP, Integration, IT Strategy, Software Implementation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1999
MBA, Economics
Johnson State College 1994 — 1997
BA, Business Administration
State Street Corporation March 2001 - Present
Eagle Investment Systems 1996 - 1999
Education
University of Massachusetts Boston 1997 — 1998
Master's Degree, Computer Science
Acharya Nagarjuna University 1991 — 1995
B.Tech, Computer Science
St. Anns 1988 — 1990
+2
Kakatiya Vidya Niketan 1985 — 1988
High School
State Street Corporation 1997 - Present
State Street Corporation 1997 - Present
State Street Corporation December 2001 - 2006
Skills
SDLC, Vendor Management, Business Analysis, Project Management, Software Project..., Risk Management, Program Management, Requirements Analysis, Fixed Income, PMP, Financial Services, Enterprise Architecture, Equities, IT Strategy, Derivatives, Business Process..., Capital Markets, Requirements Gathering, Business Intelligence, Agile Methodologies, Business Requirements, Integration, PMO, SOA, Unix, Disaster Recovery
Education
Oklahoma State University 1995 — 1997
Bangalore University 1990 — 1994
Bachelor of Engineering, Civil Engineering
R. V. College of Engineering, Bangalore 1990 — 1994
BE
State Street Corporation August 2000 - Present
Skills
Fund Accounting, Bloomberg, Mutual Funds, Financial Analysis, Fixed Income, Fund Administration, Investments, Equities, Securities, Financial Services
Education
Suffolk University - Sawyer School of Management 2004 — 2006
Assumption College 1996 — 2000
Bachelor of Arts, Accounting
State Street Bank October 2014 - Present
State Street Bank December 2011 - October 2014
SAMET & COMPANY PC January 2011 - October 2011
THOMSON REUTERS December 2009 - January 2011
BROWN BROTHERS HARRIMAN & CO February 2008 - August 2009
BROWN BROTHERS HARRIMAN & CO May 2006 - February 2008
STATE STREET CORPORATION September 2005 - May 2006
THE BOSTON CONSULTING GROUP, INC January 2004 - June 2004
NUESTRA COMUNIDAD DEVELOPMENT CORP January 2003 - June 2003
Skills
Pivot Tables, General Ledger, Account Reconciliation, Accounting, Accounts Receivable, Financial Statements, Payroll, Accounts Payable, Financial Reporting, Budgets, Finance, Auditing, Analysis, QuickBooks, Financial Analysis, Management
Education
Northeastern University 2001 — 2005
B.S, Business Administration; Finance and Accounting
Arab Academy for Science, Technology and Maritime Transport 1999 — 2001
2 years, Tourism & hotel management
State Street Corporation December 2007 - Present
John Hancock 1997 - 2005
Skills
Financial Services, Vendor Management, Risk Management, SDLC, Business Analysis, Process Improvement, Financial Analysis, IT Strategy, Program Management, Investments, Relationship Management, Disaster Recovery, Project Management, Change Management, Business Continuity
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 2000
MBA, Business
Boston College 1974 — 1978
B.S., Science
Brown Brothers Harriman March 2008 - April 2014
MSPCA Angell July 2010 - July 2013
State Street Corporation October 2003 - March 2008
Skills
Advanced Excel, Pricing Analysis, Client Service, PowerPoint, Security Valuation, Derivative Valuation, Derivative Processing, Fund Accounting, Valuation, Financial Services, Derivatives, Investments, Bloomberg Terminal, Portfolio Management, Analysis, Mutual Funds, Banking, Microsoft Excel
Education
Bay State College 2014 — 2016
Physical Therapist Assistant, Second Year
New England College of Finance/UC Berkeley Extension 2007 — 2007
Financial Services; Management
Assumption College 1999 — 2003
Bachelor of Arts (BA), Economics
Chaminade High School 1995 — 1999
Liberal Arts
State Street Corporation March 2014 - Present
State Street Global Operations February 2012 - February 2013
State Street Corporation May 2011 - February 2012
Liberty Mutual September 2009 - June 2011
Fidelity Investments 2007 - 2008
Fidelity Investments 2006 - 2007
Fidelity Investments 2003 - 2006
Fidelity Investments 1992 - 2003
Fidelity Investments 1988 - 2001
Fidelity Investments 1985 - 1988
Skills
Program Management, Strategic Planning, Strategy, Project Management, Business Analysis, Enterprise Software, Product Marketing, Process Improvement, Investments, Business Planning, Risk Management, Vendor Management, Business Intelligence, Leadership, Marketing Strategy, Analytics, Financial Services, Cross-functional Team..., Product Development, CRM, Start-ups, Management, Executive Management, Management Consulting, Business Process..., Analysis, Change Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1986
MBA, Finance, Organizational Design concentrations
Boston College 1976 — 1980
BS, Special Education
State Street Corporation June 1982 - Present
Skills
Business Analysis, SDLC, Securities, Risk Management, Fund Accounting, Vendor Management, SQL, Disaster Recovery, Fixed Income
Education
Babson College
MBA, Business
Tufts University 1976 — 1980
Alpine Access April 2008 - Present
Cummins, Inc September 2005 - June 2008
STATE STREET CORPORATION May 1992 - February 2004
Advisor Services Group January 1999 - January 2004
Advisor Services Group January 1996 - January 1998
Global Securities Services January 1992 - January 1995
Education
Belmont University
MBA, Business Management
Belmont Collete
BBA, Business Management
Belmont University - Jack C. Massey Graduate School of Business
MBA, Business
State Street September 2014 - Present
State Street Bank December 2012 - Present
State Street Corporation February 2007 - November 2012
Bank of America August 2006 - February 2007
John Hancock July 2005 - December 2006
Skills
Bloomberg, Excise, Budgets, Expenses, Dividends, Daily Performances, Leadership, Finance, Nonprofits, PowerPoint
Education
Bay Path College 2012 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Cambridge College 2006 — 2007
Business Management, Finance
English High School 2002 — 2005
Global Studies
NYLIFE Securities LLC March 2013 - Present
New York Life Insurance Company December 2012 - Present
Liberty Mutual Insurance September 2006 - November 2011
Management Resouces September 2004 - September 2006
Captus Ventures LLC July 2003 - August 2004
State Street Corporation September 2000 - July 2003
Boston Financial Data Services September 1990 - August 2000
State Street Bank & Trust Co. October 1987 - September 1990
Boston Financial Data Services June 1983 - October 1987
Commercial Union September 1980 - June 1983
Education
Babson College
Finance/Investments
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Accounting
Brockton High School
LM Dunne Consulting, LLC July 2009 - Present
State Street Corporation December 1997 - January 2009
The Boston Company 1987 - 1997
Yankee Bank 1987 - 1987
Skills
Mutual Funds, Series 7, Fixed Income, Investments, Bloomberg, Equities, Microsoft Excel, Project Management, Strategic Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1994
MBA, Finance
Boston College 1980 — 1984
Bachelor, Accounting
SunGard ERisk, Inc. Senior Vice President & Chief Credit OfficerMiddlesex Savings BankJuly 2004 - April 2005
Trachy Associates LLC March 2000 - June 2004
TFC Financial Management, Inc. January 2002 - March 2003
State Street Corporation August 1996 - March 2000
BayBank, N.A. April 1989 - August 1996
Shawmut Bank, N.A. January 1977 - April 1989
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Bentley College - Elkin B. McCallum Graduate School of Business
MSFP, Financial Planning / Taxation
Bentley University
B.S., Accounting
TRN Capital, LLC 2008 - Present
Harvard Law School, Program on International Financial Systems 2009 - 2010
State Street Corporation 2006 - 2008
State Street Global Advisors (SSgA) 2005 - 2008
State Street Global Advisors (SSgA) 2001 - 2005
State Street Companies, Japan 1994 - 2001
AIG, Japan & Korea 1990 - 1994
Skills
Investments, Equities, Hedge Funds, Alternative Investments, Private Equity, Asset Management, Mutual Funds, Financial Services, Valuation, Portfolio Management, Securities, Venture Capital
Education
University of South Carolina - Darla Moore School of Business 1985 — 1988
M.I.B.S, International Business/Finance
Bates College 1980 — 1984
B.A.
Chase Paymentech Inc, (JPMorgan Chase Group) November 2006 - Present
State Street Corporation September 2006 - November 2006
Loomis Sayles & Company, L.P. May 2006 - August 2006
JPMorganChase August 2005 - March 2006
State Street Corporation May 2005 - August 2005
IBM Global Services, Fidelity Investments November 2003 - April 2005
Elcom Inc. May 2003 - August 2003
Sensormatic Inc. February 2001 - January 2003
Litton PRC Inc. (Hanscom AFB) January 2000 - January 2001
EXPO International Inc. October 1998 - December 1999
Skills
Databases, Oracle, SQL, JavaScript, AJAX, Crystal Reports, Visual Basic, DB2, ASP, HTML, Sybase, JSP, Access, Actuate Report, Stored Procedures, Integration, DHTML, Flash, VBA, C, Web Applications, Database Design, PL/SQL, IIS, Microsoft SQL Server, Front-end, Web Services, Unix, Software Development, Eclipse, Tomcat, Security, SharePoint, XML, ASP.NET, VB.NET, SOAP, SDLC, T-SQL, JSON, Agile Methodologies, Visual Studio, TFS, XSLT
Education
Saint Petersburg National State University of Physical Education, Sports and Health named after P. F. Lesgaft 1991 — 1995
Bachelor, Education
CLC
System Programming
Notre Dame
Project Manager / Technical Lead - IBM Global Services for State Street Corporation 2012 - Present
State Street Corporation January 2006 - July 2012
State Street Corporation September 1994 - January 2006
Dun & Bradstreet Software January 1986 - September 1994
Skills
Enterprise Architecture, Storage, Disaster Recovery, Data Center, IT Strategy, Vendor Management, Cloud Computing, Business Analysis, Security, Program Management, Enterprise Software, Financial Services, Virtualization, Project Management, Integration, Process Improvement, Unix, VMware, Business Continuity, IT Management, IT Service Management, ITIL, SharePoint, Information Technology, SDLC, Requirements Analysis, AIX, Mainframe Architecture, IBM Mainframe
Education
Babson College 1987 — 1992
MBA
Stonehill College 1979 — 1983
BS
Advent International Second LieutenantArmy National GuardSeptember 2014 - Present
Army National Guard June 2013 - June 2014
State Street Corporation 2003 - 2009
State Street Corporation 2003 - 2009
State Street 2003 - 2009
State Street Corporation (formerly Investors Bank and Trust) 2004 - 2007
Skills
Financial Analysis, Financial Reporting, Private Equity, Valuation, Financial Modeling, GAAP
Education
Assumption College 1998 — 2002
Assumption College 1998 — 2002
State Street Corporation 2001 - Present
State Street Bank 2001 - 2009
Skills
SDLC
Education
Nagarjuna University
M.Ed, Master of Education
Nagarjuna University
M.A, Master of Economics
New York University
Master's degree, Master of Computer Science
PSG College of Technology
BS, Computers
State Street Corporation 2012 - Present
State Street Corporation 2007 - 2012
Skills
SDLC, Security, Business Analysis, Data Warehousing, Fixed Income, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Science (BS)
State Street Corporation June 2012 - Present
Skills
Accounting, Entrepreneurship, Finance, Financial Modeling, Investments, Management, Microsoft Excel, Microsoft Word, PowerPoint
Education
Babson College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Eagle Investment Systems September 2012 - Present
Olmstead Associates November 2009 - August 2012
State Street Corporation 2007 - 2009
State Street Bank 1988 - 2009
State Street Corporation 2003 - 2007
Skills
Performance Measurement, Financial Services, Business Analysis, Equities, SDLC, Fixed Income, Middle Office, Business Process..., Investments
Education
Babson College
Bachelor of Science, Finance/Communication
Suffolk University - Sawyer Business School
MBA, Computer Information Systems
White Mountains Capital July 2011 - Present
OneBeacon Insurance Group July 2007 - July 2011
MetLife September 2005 - July 2007
The Hanover Insurance Group September 2003 - September 2005
State Street Corporation September 2000 - September 2003
Skills
Internal Audit, Internal Controls, Risk Assessment, Enterprise Risk..., Sarbanes-Oxley Act, IT Audit, Insurance, Financial Risk, IT Risk Management, Continuous Auditing, Compliance, CAATs, Audit Committee..., Audit Policies &..., Staff Management &..., Reinsurance, Sarbanes-Oxley, Process Improvement, Audit Committee, Governance, Managerial Finance, Management, Auditing, Corporate Governance, Business Process..., Risk Management
Education
Babson College 1996 — 2000
State street Corporation January 2014 - Present
US Wealth Management June 2012 - January 2013
FUNDQUEST/BNP June 2011 - December 2011
JPMorgan Chase December 2008 - July 2009
EVERGREEN INVESTMENTS January 2008 - December 2008
Bank of America January 2006 - January 2008
MFS Investment Management January 1998 - January 2006
Skills
•Exceptional..., Compliance, Asset Management, Securities, Risk Management, Investments, Fixed Income, Risk, Internal Audit, Bloomberg, Financial Analysis, Portfolio Management, Due Diligence, Banking, Equities, Mutual Funds, Excel, Trading, PowerPoint, Access, Word, Outlook, Microsoft Office, Derivatives, Funding, Problem Solving, Analysis, Documentation, Project Portfolio..., SharePoint, SQL, Six Sigma, Green Belt, Hedge Funds, Wealth Management, Financial Reporting, Executive Management, Auditing, Asset, Investment Strategies, Capital Markets, Financial Planning, AML, Business Analysis, Alternative Investments, Corporate Finance, Microsoft Excel, Microsoft Word, Financial Risk, Leadership
Education
Alexandria University
BSc, Civil Engineering
Boston University
professional Arabic Studies
Harvard University
Computer
Northeastern University
Mutual Funds
Wellington Management Company May 2006 - Present
State Street Global Markets March 2004 - May 2006
State Street Corporation November 2001 - March 2004
Skills
Fixed Income, Bloomberg, Trading, Foreign Exchange, Customer Service, Oasys, Hedge Funds, Investments, Mutual Funds, Derivatives, Bonds, Asset Managment, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2008
MBA, Investments
Babson College 1997 — 2001
Bachelor of Science, Business Administration; Entrepreneurial Studies
DigitasLBi June 2014 - Present
DigitasLBi September 2013 - June 2014
DigitasLBi July 2012 - September 2013
Digitas January 2011 - July 2012
Industrial Economics June 2010 - January 2011
State Street Corporation June 2009 - August 2009
State Street Corporation June 2008 - August 2008
Skills
Python, Machine Learning, Data Mining, R, Statistics, Data Analysis, Predictive Analytics, SAS, Segmentation, Microsoft Excel, SQL, Statistical Modeling, Algorithms, Data Science, Logistic Regression, Shell Scripting, MongoDB, Hadoop, DoubleClick, Analytics, Hive, Linux
Education
Yale University 2013 — 2014
Master of Arts (MA), Statistics
Bates College 2006 — 2010
Bachelor of Arts, Economics
Harvard University Continuing Education 2011 — 2012
State Street Corporation 2008 - Present
State Street Corporation 2003 - 2008
State Street Corporation 1998 - 2002
Skills
Investments, Analysis, Bloomberg, Equities, Financial Modeling, Derivatives, Finance, Financial Analysis, Strategic Planning, Mutual Funds, Fixed Income, Financial Services, Hedge Funds, Securities, Budgets, Operations Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA, Finance
University of Massachusetts Boston 1986 — 1990
BS, Accounting
Bay State Plumbing & Heating Supply January 2002 - Present
ZocDoc January 2013 - April 2014
Columbia Management February 2008 - December 2012
Wolseley Inc. November 2004 - February 2008
State Street Corporation May 2002 - October 2004
Skills
Series 7, Series 66, Series 63, Series 6, Mutual Funds, Asset Managment, Financial Services, Retirement, 401k
Education
Babson College 2000 — 2002
Business Management, Finance and Investments
College of Charleston 1998 — 2000
BA, Business Management
Loomis Chafee 1997 — 1998
Post-Graduate Diploma, Business/Managerial Economics, Post-Graduate
Longmeadow High School 1993 — 1997
Lewis Brisbois Bisgaard & Smith LLP 2014 - Present
Heidell Pittoni Murphy & Bach LLP 2012 - 2014
Gersowitz Libo & Korek, P.C. May 2011 - August 2011
Middlesex District Attorney's Office May 2010 - August 2010
Law Office of Leonard M. Krulewich & Associates May 2008 - August 2008
State Street Corporation May 2007 - August 2007
Skills
Civil Litigation, Courts, Legal Writing, Legal Research, Litigation, Commercial Litigation, Corporate Law, Westlaw, Mediation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
JD, Law
University of Maryland College Park 2005 — 2009
BS, Criminal Justice
American Student Assistance 2005 - 2009
State Street Bank 2002 - 2004
State Street Corporation 1995 - 2004
State Street Bank 1997 - 2002
Education
Babson College 1991 — 1995
BA, International Business
Lazard Asset Management/Alternative Investments 2010 - 2014
State Street Corporation 2008 - 2010
Lazard Asset Management December 1999 - 2008
The Chase Manhattan Bank 1997 - 1999
Dreyfus 1996 - 1997
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Catchpoint Systems Inc June 2015 - Present
Nuance Communications April 2014 - May 2015
Nuance Communications July 2012 - March 2014
State Street Corporation March 2011 - July 2012
State Street August 2010 - March 2011
RSA The Security Division of EMC May 2009 - August 2009
Skills
Salesforce.com, Financial Analysis, Financial Reporting, Analysis, Accounting, Financial Modeling, Sales, Business Analysis, Quota Setting, Territory Analysis, Salesforce.com..., Salesforce Training, Bloomberg, MS Excel Pivot Tables, office, Ad Hoc Reporting
Education
Babson College 2006 — 2010
Bachelor of Business Management, Finance, General
Phillips Academy 2005 — 2006
High School
Lynnfield High School 2001 — 2005
Dunkin' Brands June 2014 - Present
Dunkin' Brands April 2013 - June 2014
State Street Corporation March 2007 - March 2013
Weston Financial October 2003 - March 2007
Skills
Fixed Income, Financial Services
Education
Babson College 2002 — 2006
Bachelor of Science, Business Management; Finance (Concentration
UNSW Australia
State Street February 2012 - Present
Sun Life Financial May 2009 - January 2011
State Street Corporation February 2007 - March 2009
GCom2 Solutions December 2004 - February 2007
Fidelity Investments May 2002 - May 2004
Sector Focus and International January 1994 - January 2002
Skills
Analysis, Risk Management, Accounting, Management, Auditing, Process Improvement, Training, Finance, Portfolio Management, Strategic Planning, Internal Controls, Financial Services, Mutual Funds
Education
Assumption College 1988 — 1992
BA, Management
CVS Health November 2014 - Present
State Street December 2012 - November 2014
State Street October 2010 - December 2012
State Street Corporation February 2009 - October 2010
Investors Bank & Trust May 2007 - October 2009
Skills
Financial Analysis, Financial Accounting, Accounting, Financial Reporting, Finance, Oracle Applications, Essbase, Oracle E-Business Suite, Account Reconciliation, Investments, Access Database, Khalix, Bloomberg, SAP ERP, PeopleSoft, Access, Analysis
Education
Northeastern University - Graduate School of Business Administration 2009 — 2012
MBA, Finance, General
Alexandria University 1998 — 2002
Bachelors, Business
STATE STREET CORPORATION August 1998 - Present
Putnam Investments July 1997 - August 1998
PRICE WATERHOUSE LLP September 1987 - July 1997
Skills
Financial Reporting, Accounting, Mutual Funds, Recruiting, Auditing, Tax Accounting, Internal Audit, Tax, Fund Accounting, Project Planning, Management, Business Process, Fund Administration, CRM, Financial Services
Education
Assumption College 1982 — 1986
BA, Accounting and Mathematics
Regis College January 2014 - Present
Regis College October 2013 - December 2013
Regis College October 2012 - May 2013
State Street Corporation January 2002 - January 2003
State Street Corporation January 2000 - January 2002
State Street Corporation January 1999 - January 2000
State Street Corporation January 1998 - January 1999
State Street Corporation January 1997 - January 1998
Skills
HR Policies, Performance Management, Human Resources, Policy, New Hire Orientations, Conflict Resolution
Education
Suffolk University 1996 — 1999
Master of Science (MS), Human Resources
Assumption College 1990 — 1994
BA, Political Science
United States Census Bureau March 2009 - May 2009
Natural Resources Defense Council September 2007 - May 2008
New York University Medical Center February 2007 - June 2007
American Foundation for The Blind April 2006 - December 2006
CitiGroup June 2004 - April 2005
State Street Corporation July 2003 - September 2003
JPMorgan Chase October 1996 - January 2003
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Wordperfect, Fund Ware, Great Plains
Education
Baruch College 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
Borough of Manhattan Community College 1990 — 1993
Associate of Arts and Sciences (AAS), Accounting
RBS Citizens Financial Group, Inc. January 2015 - Present
STATE STREET CORPORATION 2000 - 2013
Investments Bank & Trust 2006 - 2008
State Street Bank 2003 - 2006
BankBoston 1997 - 2000
Skills
Corporate Actions, Mergers & Acquisitions, Fund Accounting, Derivatives, Fund Administration, Back Office, Middle Office, Banking, Settlement, Hedge Funds, Capital Markets, Management, Mutual Funds, Fixed Income, Equities, Bloomberg, Financial Services, Securities, Alternative Investments, Risk Management, Portfolio Management, Finance, Asset Management, Investments, Business Analysis, Account Reconciliation, Internal Audit, Financial Analysis, Analysis, Investment Banking
Education
Alexandria University
Bachelor's degree, Accounting and Finance
Geller & Company August 2014 - Present
Geller & Company November 2013 - July 2014
Bank of East Asia August 2012 - October 2013
State Street Corporation May 2012 - August 2012
Law Office of Deborah Chan, P.C. September 2010 - May 2012
New York Methodist Hospital October 2010 - February 2011
Skills
QuickBooks, Accounting, Financial Analysis, Microsoft Excel, Auditing, Financial Accounting
Education
Baruch College 2013 — 2014
Master of Science, Taxation
Baruch College 2008 — 2012
Accounting