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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1,981 STATE STREET CORPORATION employees in database. Find out everything there's to know about STATE STREET CORPORATION employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
STATE STREET CORPORATION Employees
Northern Trust February 2013 - Present
TEKsystems January 2012 - February 2013
Granite Solutions Groupe, Inc. September 2011 - December 2011
Granite Solutions Groupe, Inc. March 2011 - August 2011
State Street Corporation February 2010 - January 2011
Global Technology Talent January 2008 - February 2010
Perot Systems October 2006 - December 2007
DST International January 2005 - September 2006
TekSystems October 2004 - December 2004
Eliassen Group February 2004 - September 2004
Skills
Analysis, Consulting, Integration, Management, Bloomberg, Business Analysis, Financial Services, Cross-functional Team..., SDLC, Derivatives, Strategy, Change Management, User Acceptance Testing, Investments, Portfolio Management, Process Improvement, Hedge Funds, Team Management, Software Development, Outsourcing, Analytics, Equities, Risk Management, PMP, Project Management, Databases, Fixed Income, SQL, Requirements Analysis, Data Warehousing, Leadership, Testing, Quality Assurance, Security, Business Requirements
Education
Quinnipiac University
CIS, Computer Science
Notre Dame HS, West Haven, CT
The Cadillac Fairview Corporation Limited December 2014 - Present
Colliers-International January 2014 - December 2014
State Street Corporation September 2012 - December 2013
Ryerson University January 2011 - January 2012
Education
The University of British Columbia
Sauder School of Business - Real Estate Division, Pursuing the AACI Designation
Ryerson University 2009 — 2012
BComm (Honours), Finance, Dean's List & Student Scholar
Canadian Securities Institute
Canadian Securities Course & Conduct and Practices Handbook
Jane McHale - Career Services 1985 - Present
360 Reach April 2013 - Present
Tufts University 2004 - Present
ICF International 2015 - 2015
ICF International 2015 - 2015
Bright Horizons 2012 - 2013
Association of Career Professionals International New England 2007 - 2011
State Street Corporation 2006 - 2010
WGBH 2005 - 2010
Blue Cross Blue Shield of Massachusetts 2006 - 2009
Skills
Career Development, Executive Coaching, Coaching, Career Management, Personal Branding, MBTI, Talent Management, Job Search Strategies, Career Assessment, Staff Development, Leadership, Interviews, Leadership Development, Outplacement, Workshop Facilitation, Mentoring, Interview Preparation, Management Development, Higher Education, Team Building, Emotional Intelligence, Employee Engagement, Job Coaching, Career Counseling, Career Transitions, Career Exploration, Career Development..., Organizational..., Professional Development, Training Delivery, Executive Development, Training
Education
Coach Training Institute (CTI) 1995 — 1997
Personal and Professional Coach Training
University of Colorado 1977 — 1979
Master of Arts Degree, Counseling
Ramapo College of New Jersey
Bachelor of Arts, Psychology
Open Mile, Inc February 2012 - February 2013
Massachusetts Convention Center Authority June 2006 - December 2011
State Street January 2010 - May 2011
Namur Angels June 2009 - October 2009
State Street Corporation June 2008 - July 2008
Skills
Microsoft Excel, Microsoft Office, Finance, Accounts Payable, PowerPoint, Outlook, Customer Service, Microsoft Word, Financial Analysis, Event Planning, Social Media, Transportation, Time Management, Leadership
Education
Roger Williams University 2005 — 2009
Bachelor of Science, Business Management
Cisco May 2014 - Present
Global Technology Resources October 2012 - May 2014
Presidio June 2009 - October 2012
Alliant Technologies, LLC March 2007 - June 2009
NetTeks Technology Consultants July 2004 - March 2007
State Street Corporation October 1998 - July 2004
Quallaby 1999 - 2000
Daymarc July 1997 - October 1998
Wittmann Robot June 1994 - June 1997
Skills
NetApp, VMware, Cisco UCS, Cisco Nexus, Virtualization, Data Center, Disaster Recovery, Cloud Computing, Storage Area Networks, Storage, Cisco Technologies, Pre-sales, iSCSI
Education
Purdue University 1989 — 1994
Bachelor of Science, Mechanical Engineering
Cisco UCS Training
Great Hill Partners January 2015 - Present
Putnam Investments June 2012 - January 2015
State Street May 2011 - June 2012
Law Offices of Peter A. Zahka, II, P.C. May 2008 - April 2011
Suffolk Law School Investor Advocacy Clinic January 2010 - May 2010
State Street Corporation July 2006 - May 2007
Education
Suffolk University Law School 2007 — 2010
Juris Doctor, Cum Laude, Business Law and Financial Services Concentration
Saint Anselm College 2002 — 2006
Bachelor of Arts (B.A.), Politics
Pacific Gas and Electric Company March 2014 - Present
Pacific Gas and Electric Company January 2014 - March 2014
Pacific Gas and Electric Company August 2012 - December 2013
State Street Corporation 2008 - 2011
State Street Corporation 2003 - 2008
State Street Corporation 2000 - 2003
Skills
Bloomberg, Fund Accounting, Fixed Income, Mutual Funds, Equities, Financial Analysis, Securities, Fund Administration, Investments, Asset Allocation, Cash Management, Financial Services, Strategy, Valuation
Education
St. Mary's College of California 2009 — 2011
MBA, Executive Business Management
UC Berkeley 1996 — 2000
BA
State Street Corporation October 2014 - Present
State Street Corporation 2005 - 2010
Bank of America December 2003 - November 2005
Skills
Alternative Investments, Hedge Funds, Exchange Funds, Private Equity, Tax, CCH Prosystem fx, Customer Service, Banking
Education
Salem State College 2002 — 2006
Bachelor of Science in Business Administration, with a concentration in Finance and minor in Economics
Compliance Associate at State Street Bank & Trust June 2015 - Present
Thanh Danh Multi Svc January 2015 - Present
State Street Corporation August 2014 - Present
UMass Boston July 2013 - July 2014
Pho Pastuer August 2009 - May 2014
Stella Hearing Center January 2007 - June 2008
Skills
Customer Service, Leadership, Entrepreneurship, Management, Microsoft Office, Strategic Planning, Consulting, Solution Selling, Data Analysis, Motivation, Fundraising, Research, Team Leadership, Public Speaking, Nonprofits, Financial Accounting, Financial Auditing, Federal Taxation, Business law, Higher Education, Financial Audits, Tax, Commercial Litigation, Microsoft Word, PowerPoint, Microsoft Excel, Financial Analysis
Education
University of Massachusetts Boston 2012 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Quincy College 2008 — 2011
Associate of Science (A.S.), Business Administration and Management, General
Hochiminh City University Of Foreign Language and Information Technology (HUFLIT) 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature/Letters
PDI, Inc. May 2014 - Present
PDI, Inc. November 2010 - May 2014
State Street Corporation 2006 - 2008
Sharp Electronics 1997 - 2005
Skills
Employee Relations, Performance Management, Change Management, Succession Planning, Employee Engagement, Employee Development, Corporate Coach, Personal Development, Conflict Resolution, Life Coach, Holistic Life Coaching, Professional Development, Human Resources, Health and Wellness...
Education
Ramapo College of New Jersey
Bachelor of Science (BS) Business Administration, Human Resources Management
Institute for Professional Excellence in Coaching (iPEC)
Energy Leadership Index - Master Practitioner
Institute for Professional Excellence in Coaching (iPEC)
Certified Professional Coach
Institute for Integrative Nutrition (IIN)
Certified Holistic Health Coach
Intertek December 2012 - Present
Pleasure Island Soccer 2009 - December 2013
Cumulus Broadcasting March 2012 - December 2012
Cintas January 2010 - February 2011
Wilmington Hammerheads January 2009 - December 2009
Portland Timbers January 2007 - December 2008
Hynes Landscaping November 2004 - February 2008
Major League Soccer September 2003 - December 2004
Charleston Battery LLC 2003 - 2004
State Street Corporation January 2001 - January 2002
Skills
Sales
Education
Saint Anselm College 1998 — 2002
Bachelor of Arts, Criminal Justice
Katz, Nannis + Solomon, P.C. January 2015 - Present
Medfield High School August 2013 - Present
BDO USA, LLP January 2014 - March 2014
AppNeta November 2012 - June 2013
State Street Corporation January 2012 - October 2012
Ponkapoag Golf Club April 2005 - November 2011
Ponkapoag Golf Club June 2008 - August 2010
Skills
Word, Excel, PowerPoint, Outlook, Salesforce.com, Sourcing, Microsoft Office, Business Development, Cloud Computing, Financial Analysis, Accounting, Financial Accounting, Auditing, Communication Skills, Sales Process, Customer Service, o, Risk Assessment, Lead Generation, Financial Risk, Sales, SaaS, Account Management, Microsoft Excel, Forecasting
Education
Northeastern University 2013 — 2014
MBA/MSA, Accounting
Providence College 2007 — 2011
Bachelors of Science, Finance
Catholic Memorial
Catholic Memorial
Xaverian Brothers High School
Scotiabank December 2013 - Present
Business Quotient Enterprise Solutions December 2012 - December 2013
State Street Corporation May 2011 - December 2012
HSBC Finance 2010 - 2011
Education
Ryerson University
B.Com, Accounting
John Fraser Secondary School
State Street Corporation June 2014 - Present
State Street Corporation May 2013 - Present
State Street Corporation June 2012 - Present
South Burlington School District January 2014 - May 2014
Fashion Focus Modeling & Finishing Program July 2007 - May 2013
Saint Michael's College Campus Ministry August 2010 - April 2013
USA Hockey September 2008 - January 2013
Skills
Customer Service, Marketing, Management, Public Speaking, Training, Human Resources, Leadership, Social Networking, Research, Event Planning, Microsoft Excel
Education
Saint Michael's College 2010 — 2014
Bachelor's Degree, Psychology and Education
MARSHFIELD HIGH SCHOOL
Cardinal Financial, LP May 2014 - Present
Cardinal Financial, LP August 2013 - April 2014
Cardinal Financial, LP January 2013 - August 2013
GMAC Mortgage June 2012 - December 2012
State Street Corporation 2000 - 2011
Skills
NMLS Licensed, PA Lincesed, NJ Licensed, Mortgage Lending, Loans, Credit, Mutual Funds, Bloomberg, Financial Analysis, Fixed Income, Equities, Financial Services, Accounting, Fund Accounting, Securities, Microsoft Office, Bloomberg Terminal
Education
Rider University 1993 — 1997
Bachelor's Degree, Accounting
Connolly, LLC August 2014 - Present
Connolly, LLC May 2014 - August 2014
Transamerica Financial Advisors, Inc. January 2014 - March 2014
State Street Corporation May 2012 - August 2013
British Beer Company May 2013 - July 2013
DSW Shoe Warehouse May 2010 - December 2012
204 Washington Restaurant September 2007 - August 2012
Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Word, PowerPoint, Financial Accounting, Finance, Microsoft Office, Teamwork, Bill Paying, Following Directions, QuickBooks, Economics, Bill Tracking, Dedication to..., Access, Budgets, VITA Certified, Accounting
Education
Sacred Heart University 2014 — 2015
Master of Accounting, Accounting
Sacred Heart University 2010 — 2014
Bachelor of Science, Business; Accounting
Aronson Capital Partners April 2014 - Present
Booz Allen Hamilton January 2013 - April 2014
State Street Corporation April 2012 - January 2013
Booz Allen Hamilton June 2009 - April 2012
Windrock Capital February 2011 - February 2012
Radford University Student Managed Investment Portfolio August 2007 - April 2009
HSBC May 2006 - May 2008
Virginia Economic Bridge January 2006 - May 2006
Skills
Financial Analysis, Analysis, Corporate Finance, Strategy, Financial Modeling, Finance, Investments, Valuation, Due Diligence, Business Analysis, Mergers & Acquisitions, Economics, Financial Reporting, Forecasting, Investment Banking, Capital Markets, Hedge Funds, Strategic Financial..., Business Strategy, Mergers
Education
Radford University 2008 — 2009
Master of Business Administration (M.B.A.)
Radford University
Bachelor of Business Administration (BBA), Finance and Economics
Finn & Eaton, P.C. March 2012 - Present
Chapdelaine Law Office, P.C. May 2010 - March 2012
State Street Corporation January 2010 - May 2010
WilmerHale December 2008 - May 2009
Lynn District Court June 2008 - September 2008
Skills
Divorce Law, Family Law, Prenuptial Agreements, Child Custody, Child Support, Personal Injury, Automobile Accidents, Real Estate Transactions, Civil Litigation, Legal Assistance, Corporate Governance
Education
Suffolk University Law School 2007 — 2010
Juris Doctor, Cum Laude, Business and Financial Services Concentration With Distinction
Salem State University 2003 — 2007
Bachelor of Science, summa cum laude, Criminal Justice
State Street Bank July 2007 - Present
STATE STREET CORPORATION June 2007 - Present
BASS RIVER INC December 2004 - June 2007
IDEAL ANIMAL HEALTH SERVICES, Kenya September 2003 - July 2004
Skills
Accounting, Fixed Income, Account Reconciliation, Trading, Accruals, cash flow reconciliation
Education
Salem State College 2005 — 2007
Master, Business Administration; Finance
University of Nairobi 2000 — 2003
Bachelor of Arts, Economics & Sociology
Navient September 2012 - Present
Guggenheim Investments March 2011 - August 2012
State Street Corporation September 2008 - March 2011
NEXT Financial Group August 2006 - March 2008
Skills
Equities, Accounts Payable, Internal Audit, Settlement, Financial Forecasting, Treasury, Securities, Mutual Funds, Bloomberg, Fixed Income, Derivatives, Account Reconciliation, Accounting, Financial Modeling, Portfolio Management, Investments, Financial Services, Trading, Auditing, Finance, Financial Analysis, Analysis, Corporate Finance, Variance Analysis, Valuation, Cash Management, GAAP, PeopleSoft, Strategic Financial..., Asset Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2010
Masters, Business Administration
University of Houston, C.T. Bauer College of Business 1999 — 2004
Bachelor of Business Administration, Finance/Accounting
Fidelity National Information Services August 2008 - Present
Starwood Hotels & Resorts Worldwide, Inc. November 2004 - March 2010
Starwood Hotels & Resorts Worldwide, Inc November 2004 - March 2010
State Street Corporation January 2001 - January 2006
State Street corp Quincy Ma 2000 - 2004
Education
Quincy College
Commonwealth of Massachusetts March 2014 - Present
State Street Corporation January 2001 - May 2013
SSB January 2001 - May 2013
Pyrimid Builders 2009 - 2010
Nexo Mortgage 2002 - 2003
Skills
Oracle Applications, MS Office Suite, Excel
Education
University of Massachusetts Boston 1996 — 1999
BA, Human Service/Criminal Justice
Roxbury Community College 1994 — 1996
Associates, Political Science
Covidien August 2009 - June 2010
State Street Corporation June 1995 - August 2009
State Street June 1995 - December 2008
Skills
PeopleSoft, Human Resources, Microsoft Office, HRIS, Microsoft Excel, Outlook, Analysis, Oracle E-Business Suite, Business Analysis, Security, Access, Visio, Process Improvement, SDLC, Vendor Management, Program Management, Business Process..., Risk Management, Requirements Analysis
Education
Salem State College 1968 — 1972
Bachelor of Science (BS), Business Administration, Management and Operations
Town of Stow, Massachusetts November 2010 - Present
Cambridge Trust Company 2007 - Present
New England Association of Financial Professionals (NEAFP) 1998 - 2015
Sovereign Bank 2000 - 2006
State Street Corporation 1983 - 2000
First Chicago 1977 - 1983
Skills
Commercial Banking, Cash Management, Banking, CRM, Business Development, Treasury, Internet Banking, Treasury Management, Leadership, Payments, Portfolio Management, Treasury Services, Management, Loans, Commercial Lending, Credit Analysis, Small Business Lending, Risk Management, Credit Risk, Retail Banking, Finance
Education
Roosevelt University 1978 — 1980
MBA
Saint Mary's College 1973 — 1977
BBA
Red Bank Catholic High School 1969 — 1973
College Prep
Wells Fargo Insurance Services March 2014 - Present
Wells Fargo Insurance Services March 2010 - March 2014
State Street Corporation May 2007 - February 2010
Commonwealth Business Media April 2005 - May 2008
State Street Corporation October 2005 - May 2007
Maniet Financial Services January 2004 - April 2004
Skills
Financial Analysis, Budget Analysis, Expense Management, Ad Hoc Reporting, Proformas, General Ledger, Mutual Funds, Data Analysis, Accounting, Excel, PowerPoint, Essbase, Access, Bloomberg Terminal, DDA, Allocations, Pivot Tables, Budgets, Finance, Microsoft Excel, Training
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
M.B.A, Finance
University of Pittsburgh 2000 — 2004
B.S, Business Administration; Finance
Putnam Investments November 2012 - Present
State Street Corporation November 2011 - December 2012
State Street Corporation June 2008 - November 2011
F.G. Briggs, Jr., CPA Professional Association January 2008 - May 2008
Strata Bank June 2005 - December 2007
Skills
QuickBooks, ProSystem fx Tax, ProSystem fx Trial..., Microsoft Word, Microsoft Excel, PowerPoint, Accounting, Account Reconciliation, Auditing, Accounts Receivable
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts (B.A.), Accounting
MarketSphere Unclaimed Property Specialists June 2013 - Present
State Street Corporation March 2011 - May 2013
Cameron Memorial Golf Course June 2010 - March 2011
Skills
Microsoft Office, Marketing, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Customer Service, Forecasting, Fund Administration, Research, Market Research, Social Media, Bloomberg Terminal, Sales, Data Entry, Social Networking, Social Media Marketing, Financial Analysis
Education
Rockhurst University 2011 — 2013
Masters, Business Administration
Rockhurst University 2006 — 2010
Bachelor of Arts, Economics
Rockhurst University 2006 — 2010
Minor, Psychology
Tournament Solutions September 2014 - Present
Tournament Solutions February 2009 - September 2014
State Street Corporation February 2008 - February 2009
The Georgetown Club May 2006 - January 2008
Millipore Corporation January 2007 - April 2007
Country Club of Billerica May 1998 - July 2006
Skills
Golf, Sports, Retail, Sports Marketing, Sports Management, Merchandising, Sales Management, Microsoft Office, Sales, Event Planning, Event Management, Social Media Marketing, Sponsorship, Club, Trade Shows, Marketing, Account Management, Cold Calling, Facebook, Marketing Strategy
Education
Salem State University 2001 — 2006
Bachelor Degree, Business Management
Billerica Memorial High School 1998 — 2001
State Street Corporation 2011 - 2012
State Street Corporation 2005 - 2011
State Street Corporation 2002 - 2004
State Street Corporation 1990 - 2002
State Street Corporation 1988 - 1990
State Street GmbH 1987 - 1987
State Street Australia Limited 1985 - 1987
Skills
Investment Operations, Asset Managment, Outsourcing, Pension Funds, Mutual Funds, Fund Accounting, Securities, Derivatives, Risk Management, Investments, Fixed Income, Investment Management, Business Process..., Asset Management, Equities, Global Custody, Hedge Funds, Financial Services, Alternative Investments, Strategy, Middle Office, Start-ups, Banking, Bloomberg, Mergers & Acquisitions
Education
Rollins College 1974 — 1978
Bachelor of Science (BS), Business & Economics
Huahai US, Inc. December 2012 - Present
Rutgers University April 2011 - October 2012
State Street Corporation December 2006 - May 2011
Schering-Plough Corporation/Merck & Co June 2006 - August 2006
Skills
Account Reconciliation, GAAP, Bloomberg, Fund Accounting, Financial Reporting, Mutual Funds, Financial Accounting, Tax, Tax Preparation, SEC filings, Equities, Teamwork, Financial Analysis, Fund Of Funds, Fixed Income, General Ledger
Education
Rutgers University 2011 — 2012
Master's degree, Taxation
The College of New Jersey 2004 — 2006
Bachelor's degree, Accounting
SMARTLedger August 2015 - Present
Team Bio Gas May 2015 - July 2015
Minka Lighting February 2015 - May 2015
Insurance Auto Auctions October 2014 - February 2015
State Street Corporation June 2008 - April 2010
Investors Bank & Trust May 2006 - June 2008
First Highland Management & Development, Inc. 2006 - 2006
Skills
Financial Modeling, Product Management, Finance, Accounting, Analysis, Systems Analysis, Urban Studies, Sustainability, Project Management, Financial Services, Account Reconciliation, Program Management, Nonprofits
Education
Presidio Graduate School 2012 — 2015
MBA/MPA, Sustainability Studies
Reed College 2000 — 2004
B.A., Philosophy
State Street Corporation June 2010 - July 2011
State Street Bank 2010 - 2011
Gateway of India January 2009 - December 2009
Skills
Finance
Education
Rider University 2006 — 2010
Bachelor's degree, Accounting
Rider University
Bachelor of Science, Business Administration; Accounting
Jennison Associates LLC June 2015 - Present
Jennison Associates December 2012 - Present
Jennison Associates October 2011 - December 2012
Chubb Insurance May 2011 - October 2011
Chubb Corporation May 2006 - May 2011
State Street Corporation May 2005 - August 2005
Skills
Finance, Risk Management, Bloomberg, Investments, Equities, Accounting, Account Reconciliation, Derivatives, Mutual Funds, Microsoft Excel
Education
Rider University 2002 — 2006
B.S.B.A., Finance and Global Business Double Major
Rider University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Global Business
City National Rochdale 2009 - Present
Merrill Lynch 2004 - 2009
Kaplan 2002 - 2008
State Street Corporation 2000 - 2004
Sanford C. Bernstein 1994 - 1998
Skills
Alternative Investments, Portfolio Management, Investments, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance, Statistics
Purdue University 1989 — 1994
BS, Management
Massachusetts General Hospital October 2010 - Present
Partners Healthcare October 2008 - October 2010
Partners HealthCare May 2004 - May 2009
State Street Corporation July 2006 - October 2008
State Street Corporation May 2003 - July 2006
State Street Corporation August 2000 - May 2003
Skills
Process Improvement, Data Analysis, Management, Healthcare, Project Management, Change Management, Microsoft Excel, Microsoft Office, Outlook, Healthcare Information..., Analysis, Brainstorm Facilitation, Business Analysis, Team Building, Strategic Planning, Leadership, Hospitals, Research, Quality Assurance, Public Speaking, Healthcare Management, Training, Visio, Cross-functional Team..., Facilitators, Six Sigma, Budgets, Business Process..., Risk Management, MS Project, Management Consulting
Education
University of Massachusetts Boston 2007 — 2009
MBA, Finance and Healthcare management
University of Massachusetts Boston 2003 — 2006
Bachelor of Science, Business Management - Finance
Quincy College 2000 — 2003
Associate of Science, Business Administration
University of Massachusetts Boston 1998 — 2000
State Street Global Advisors May 2013 - August 2015
State Street Corporation March 2007 - September 2011
Skills
Financial Markets, Investments, Trading, Risk Management, Settlement, Operational Risk, Cash Management, Money Market, Management, Asset Allocation, Cash Flow Forecasting, Business Strategy, Financial Reporting, Reporting & Analysis, SWIFT Messaging, NAV, Fund Accounting, Financial Calculations, Investment Advisory, Financial Risk, Investment Banking, Mutual Funds, Fixed Income, Equities, Portfolio Management
Education
University of Brighton 2011 — 2012
Master’s Degree, International Management
Rider University 2002 — 2007
Bachelor’s Degree, Finance, General
State Street Corporation June 2015 - Present
CVS Caremark Corporation July 2013 - June 2015
State Street Bank and Trust Company 2007 - 2013
State Street Bank and Trust Company 2004 - 2007
State Street Bank and Trust Company 1998 - 2001
Skills
Contract Negotiating, Market Data, Software License..., Software Escrow, Non-disclosure..., Negotiation, professional services..., Corporate Law, Contract Negotiation, ERISA, Financial Services, Intellectual Property, Legal Writing, Licensing, Procurement, SEC, Swaps, UCITS, Business Analysis, Process Improvement, Cross-functional Team..., Mergers & Acquisitions, Management, Vendor Management, Risk Management
Education
Roger Williams University School of Law 2001 — 2004
JD
Trinity University-Washington
Bachelor of Arts (B.A.), Visual Communications and Business Administration
Target Corporation November 2012 - Present
State Street Corporation November 2005 - May 2011
Prudential Financial January 2000 - January 2005
Prudential January 1998 - January 2000
First Investors Management Company January 1994 - January 1998
Skills
Fund Accounting, Account Reconciliation, Financial Statements, General Ledger, Accounting, Accruals, Financial Reporting, Bank Reconciliation, GAAP, Financial Accounting, SEC filings, Financial Analysis, Finance, Auditing, Tax, Equities
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1994
B.S, Accounting
Gray Scalable February 2015 - Present
WinterWyman February 2007 - February 2015
The Flatiron School March 2013 - December 2013
Sungard Insurance Systems Inc. June 2005 - February 2007
Concentra Integrated Services 2004 - 2005
State Street Corporation 2000 - 2004
Skills
MySQL, Interviews, JavaScript, Technical Recruiting, Recruiting, Mobile Applications, Cloud Computing, Start-ups, Product Management, jQuery, .NET, Ruby on Rails, Coaching, C#, Strategy
Education
Saint Michael's College 1992 — 1996
BS, Business Administration
Dover Sherborn Regional High School 1987 — 1991
Foxborough Public schools January 2012 - Present
Quinnipiac University Finance Technology Center August 2014 - May 2015
State Street Corporation June 2014 - August 2014
Lakeview Pavilion May 2011 - August 2014
Quinnipiac University Global Business Experience - China May 2014 - June 2014
Quinnipiac University Student Managed Portfolio January 2013 - December 2013
Morgan Stanley Wealth Management June 2013 - August 2013
State Street June 2012 - August 2012
Camp Hayward 2008 - August 2008
Skills
Time Management, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, PowerPoint, Teamwork, Capital IQ, Analysis, Finance, Financial Analysis, Event Planning
Education
Quinnipiac University 2013 — 2015
Master of Business Administration (MBA), CFA Track
Quinnipiac University 2010 — 2014
Bachelor's Degree, Finance
Foxborough High School 2006 — 2010
Bonaire -a Broadridge Company April 2014 - Present
State Street Global Advisors November 2012 - April 2014
State Street Corporation August 2011 - October 2012
State Street Corporation June 2008 - July 2011
Skills
Mutual Funds, Equities, Financial Services, Fixed Income, Asset Management, Investments, Microsoft Excel, Financial Analysis, Bloomberg, Hedge Funds
Education
Roger Williams University 2004 — 2008
Bachelor of Science (B.S.), Finance
Alzheimer's Association® June 2014 - Present
ParenteBeard LLC January 2012 - January 2014
State Street Corporation February 2010 - July 2011
Rowan University September 2005 - May 2009
Aflac September 2008 - December 2008
State Street Corporation May 2008 - September 2008
Wachovia Securities (Wells Fargo) September 2007 - May 2008
Skills
Fixed Income, Mutual Funds, Tax Preparation, Event Planning, Non-profit Development, Community Development, Fundraising, Public Speaking, Community Outreach, Volunteer Management, Volunteer Recruiting, Corporate Partnership...
Education
Rowan University 2005 — 2009
Bachelors of Science in Accounting and Bachelors of Science in Finance, Accounting and Finance
EBS BrokerTec September 2015 - Present
FX Bridge 2010 - September 2015
State Street Corporation 2007 - 2010
J.P. Morgan / Bank One 2003 - 2007
State Street 1998 - 2003
UBS 1997 - 1998
Deutsche Bank 1995 - 1997
RBC 1988 - 1994
Skills
FX Options, Derivatives, Market Making, Trading System, High Frequency Trading, Quantitative Investing, Sales Management, Electronic Trading, Trading, Trading Systems, FX trading, Financial Markets, Equities, Hedge Funds, Currency, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Commodity, Emerging Markets, Equity Derivatives, Equity Research, Equity Trading, FX Trading, Financial Structuring, Fixed Income, Foreign Exchange, Hedging, Investment Banking, Investment Strategies, Investments, Market Data, Options, Portfolio Management, Proprietary Trading, Rates, Risk Management, Swaps, Technical Analysis, Trading Strategies
Education
York University - Schulich School of Business 1986 — 1988
MBA, Finance
Queen's University 1981 — 1985
BA, Economics
Plymouth County Sheriff's Department January 2011 - Present
Shepley Wood Products April 2013 - May 2014
Quincy College September 2010 - December 2012
Entergy May 2004 - November 2009
Wackenhut December 2002 - May 2004
State Street Corporation October 2000 - November 2002
PartyLite August 1999 - October 2000
Boston September 1998 - June 1999
WGBH January 1998 - May 1998
Skills
Computer Literate, Typing, Organizing, Customer Service, Team Building, Strategic Planning, Project Planning, Enforcement, Private Investigations, Surveillance, Corporate Security, Physical Security, Emergency Management, Security Management, Security Operations, Criminal Justice, Public Safety, Police, Security, First Responder, NIMS, Patrol, Protection, Homeland Security
Education
2010Reserve Intermittent Basic Police Academy 2010 — 2010
MA Law Enforcement Officer Certificate, Police Procedure
University of Massachusetts Boston 1998 — 2002
Master's Degree, American Studies
University of Massachusetts Boston 1996 — 1998
Bachelor's Degree, English/American Studies, Communications Certificate
Quincy College 1994 — 1995
Associate's degree, Social Sciences
Eastern Bank February 2015 - Present
Eastern Bank August 2013 - January 2015
Eastern Bank June 2012 - August 2013
State Street Corporation May 2011 - May 2012
Wenatchee Valley Medical Center June 2010 - August 2010
Skills
Accounting, Budgets, Data Analysis, Finance, Portfolio Management, Credit, Cash Flow, Credit Analysis
Education
Providence College
Bachelor of Arts, Economics and Finance
Butterworth & Company, LLC February 2011 - Present
Greater Boston Internal Medicine January 2011 - April 2011
EAGLE INVETMENT SYSTEMS, LLC October 2005 - October 2006
State Street Corporation May 1988 - June 2002
State Street Corporation May 1988 - June 2002
STATE STREET CORPORATION May 1988 - June 2002
State Street Corporation May 1988 - June 2002
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANIES January 1984 - January 1988
Skills
Software Development, Project Management, Management, Leadership, Team Building, Financial Services, Microsoft SQL Server, Quality Assurance, Budgets, Analysis, Due Diligence, Contract Negotiation, Training, Accounting, Business Analysis
Education
Providence College 1980 — 1984
BS, Business Administration
St. Francis Xavier, South Weymouth
State Street Investment Analytics February 2014 - Present
State Street Investment Analytics October 2011 - February 2014
NEPC September 2010 - October 2011
State Street Corporation January 2008 - September 2010
Skills
Bloomberg, Portfolio Management, Equities, Mutual Funds, Alternative Investments, Fixed Income, Hedge Funds, Asset Allocation, Financial Analysis, Asset Management, Derivatives, Investments, Securities, Valuation, Financial Modeling, Bloomberg Terminal, Equity Research, Client Services, Client Relations
Education
Rhode Island College 2003 — 2007
Bachelor of Arts (B.A.), Economics
NEPC, LLC March 2015 - Present
NEPC, LLC October 2012 - April 2015
NEPC, LLC September 2011 - September 2012
State Street Corporation July 2011 - September 2011
Quinnipiac University August 2010 - May 2011
TJX June 2010 - August 2010
Hologic June 2009 - August 2009
Education
Quinnipiac University - School of Business 2007 — 2011
BS, Finance and Economics
BlackRock July 2012 - Present
State Street Corporation June 2010 - July 2011
State Street Corpotation July 2008 - June 2010
Things Remembered September 2005 - September 2006
Skills
Accounting, Fund Accounting, Portfolio Management, Mutual Funds, Valuation, Securities, Internal Controls, Management, Bonds, Time Management, Training, Bloomberg, Fund Administration, Financial Analysis, Equities, Hedge Funds, Financial Reporting, Derivatives, Fixed Income
Education
Rider University 2010 — 2012
Master, Business Administration, 3.92/4.00
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2008
Bachelor of Science, Finance, 3.5/4.0
State Street Corporation June 2010 - Present
State Street 2010 - Present
State Street July 2001 - June 2010
State Street Corporation August 1999 - July 2001
Scudder Kemper Investments October 1997 - August 1999
Skills
Fixed Income, Equities, Bloomberg, Mutual Funds, Derivatives, Fund Accounting, Middle Office, Fund Administration, Hedge Funds, Securities, Corporate Actions, Swaps, Securities Lending, FX Options, Capital Markets, Portfolio Management, Trading Systems, Global Custody, Alternative Investments, Asset Managment, Financial Services
Education
University of Massachusetts Dartmouth 1992 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Saint Leo University 1989 — 1991
Business Administration and Management, General
Income Research + Management December 2014 - Present
Income Research & Management May 2008 - December 2014
Income Research & Management January 2007 - May 2008
State Street Corporation July 2005 - January 2007
State Farm Insurance Companies September 2003 - July 2005
Validea, Inc May 1998 - September 2002
Skills
Bloomberg, Securities, Data Analysis, Microsoft Excel, PowerPoint, Customer Service, Research, Settlement, Microsoft Word, SQL, Microsoft Money, Data Warehousing, Investments, Fixed Income, Asset Managment, Bonds
Education
Robert Morris University 1996 — 2000
BSBA, Business, Management, Marketing, and Related Support Services
Robert Morris University 1996 — 2000
Bachelors, Science and Business Administration; Business Management
FORRESTER RESEARCH 2015 - Present
KBM GROUP 2014 - 2015
WOODHOUSE SOCIAL MEDIA 2013 - 2014
VISIBLE TECHNOLOGIES 2012 - 2013
BOWNE (Acquired by RR Donnelly) 2009 - 2012
HARTE-HANKS 2006 - 2009
STATE STREET CORPORATION 2004 - 2006
DOW JONES 1997 - 2004
Skills
SaaS, Social Listening, Social Media Measurement, Social Media Marketing, Social Media Consulting, Social CRM, Social Media, Marketing Research, WebTrends Analytics, Media Monitoring, Market Analysis, Web Analytics, Analytics, B2B, Solution Selling, Consultative Selling, New Business Development, Digital Marketing, Integrated Marketing, Advertising Sales, Key Account Management, Lead Generation, Enterprise Software, CRM, Business Development, Selling, Salesforce.com, Multi-channel Marketing
Education
Rutgers University-New Brunswick
Sun Life Financial April 2012 - Present
The Bulfinch Group January 2009 - April 2012
Interactive Data Corporation March 2004 - March 2008
JP Morgan Chase March 2000 - March 2004
State Street Corporation May 1998 - March 2000
Education
Salem State University 1994 — 1998
Business Administration
University of Massachusetts Boston 1989 — 1991
Business Administration
St. Dominic Savio High School 1985 — 1989
Casner & Edwards, LLP September 2014 - Present
McGrath & Kane March 2014 - May 2014
Perocchi Family Law Group May 2012 - February 2014
Probate and Family Court Department Norfolk Division January 2013 - April 2013
Suffolk County District Attorney June 2011 - August 2011
Providence College November 2008 - March 2011
State Street Corporation June 2010 - August 2010
Adirondack Club April 2006 - April 2008
Education
Suffolk University Law School 2011 — 2014
Juris Doctor (J.D.)
Providence College
Bachelor's Degree, Marketing
State Street Corporation September 2007 - August 2009
State Street September 2007 - 2009
Life Insurance Corporation of India January 1992 - January 1998
Education
Saint Louis University 2000 — 2003
M.B.A
Kerala University
Bachelor of Science, Math, Statistics
2003Saint Louis University
Master, Business Administration; MIS
NetProspex (Dun and Bradstreet) July 2011 - Present
Dow Jones September 2006 - June 2011
Generate Inc. August 2006 - April 2008
IntrinsiQ, LLC May 2005 - August 2006
Dictaphone Corporation May 2002 - May 2005
State Street Corporation January 2002 - April 2002
Marketsoft Corp 1998 - 2001
Thomson Financial 1995 - 1998
IDX Systems Corporation 1991 - 1995
New England Pathology Services 1990 - 1991
Skills
Outsourcing, Quality Assurance, Automation, Load Testing, Test Automation, Software Quality..., SDLC, Agile, Software Project..., SaaS, Agile Methodologies, Software Development, Testing, Test Planning, Scrum, Databases, User Acceptance Testing, JIRA, Web Applications, Management, Perl, Healthcare Information..., HIPAA, Unix, Leadership, Agile Project Management, Team Building, Team Leadership
Education
Salem State University 1984 — 1989
B.S., Biology, Chemistry
Swampscott High 1980 — 1984
Dimensional Fund Advisors September 2014 - Present
State Street Corporation September 2003 - August 2014
Investmaster Group July 2003 - September 2003
DSTi April 1998 - August 2000
Fame Computers 1996 - 1998
Skills
Fixed Income, Middle Office, Equities, Asset Managment, Derivatives, Back Office, Corporate Actions, Securities, Financial Services, Investment Banking, Relationship Management, Swaps, Trading, Investment Management, Settlement, Bloomberg, Mutual Funds, Financial Markets, Banking, Reference Data, Hedge Funds, Data Warehouse..., Capital Markets, Data Warehousing, Data Modeling, Data Management, Business Intelligence, Asset Management, Trading Systems, Fund Administration, Global Custody, FX Options, Electronic Trading, Credit Derivatives, Prime Brokerage
Education
The Open University 1994 — 1997
MBA, Corporate Strategy, Corporate Finance, Performance Measurement, Business Research.
Royal Holloway, U. of London
BA Hons, Philosophy
FM Global December 2012 - February 2014
Earth Tech Concepts, Inc. January 2009 - April 2013
Fidelity Investments April 2011 - December 2012
Boston Scientific October 2009 - April 2011
Fidelity Investments November 2006 - December 2008
State Street Corporation April 1996 - July 2006
Keane, Inc. August 1990 - April 1996
Skills
SDLC, Vendor Management, Software Development, IT Strategy, Enterprise Architecture, Business Analysis, Project Management, Software Project..., CRM, Enterprise Software, Analytics, Strategy, E-commerce, PMP, Solution Architecture, Business Requirements, Consulting, Security, Management, Leadership
Education
Rhode Island College 1985 — 1990
BA
STSGI / Plymouth Rock Assurance 2006 - Present
Time Warner Book Group February 2006 - July 2006
State Street Corporation 1983 - 2004
Boston Financial Data Services 1981 - 1983
Skills
CSS, Web Development, JavaScript, HTML, Web Services, JSP, Vignette, XML, IIS, Tomcat, Microsoft SQL Server, Databases, ASP, PHP, Apache-Tomcat, Flash, SQL, MySQL, SQL Server, Open Source, Apache, Windows, jQuery
Education
Rensselaer Polytechnic Institute 1976 — 1980
BS
IBM June 2009 - August 2009
Mizuho Capital Markets October 2004 - July 2008
State Street Corporation August 2001 - October 2004
Skills
Corporate Finance, Capital Markets, Due Diligence, Banking, Financial Risk
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance/Accounting
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
BS, Finance
State Street Corporation November 2003 - Present
Patrick Gray Design June 1996 - Present
Selbert Perkins Design June 1996 - November 2003
Skills
Print, Corporate Identity, Packaging, Interaction Design, Graphic Design, Logo Design, Stationery, Brochures, Art Direction, Advertising, Creative Direction, Web Design, User Interface Design, Annual Reports, Visual Communication, Information Design, Photography, Logos, Identity Development, Brand Development, Environmental Graphics, Print Collateral, Retouching, Typography, Mac, Image Manipulation, Branding & Identity, Photoshop, Illustrator, Illustration, Collateral, Art, Catalogs, Adobe Creative Suite, QuarkXPress, Corporate Branding, Creative Strategy, Layout, InDesign, Adobe Acrobat, User Experience, Concept Development, Posters, Information Architecture, Business Cards, Pre-press, Digital Photography, Website Development, Image Editing, Design Strategy
Education
Rochester Institute of Technology 1992 — 1996
Bachelor of Fine Arts, Graphic Design
East Longmeadow High School 1989 — 1992
State Street Corporation August 2007 - Present
Investors Bank and Trust November 2005 - July 2007
Investors Bank & Trust April 2002 - November 2005
State Street Bank January 2000 - February 2002
State Street Toronto January 1999 - December 1999
Education
Regis College
State Street Corporation April 2001 - Present
Putnam Investments 1996 - 2001
Skills
Financial Services, SDLC, Business Analysis, Project Management
Education
Rutgers University-New Brunswick 1989 — 1994
State Street Corporation
Skills
Account Management, Financial Services, Equities, Bloomberg, Mutual Funds, Relationship Management, Fixed Income, Process Improvement, Fund Accounting
Education
Fontbonne Academy
Quincy College
Environmental Science
State Street Corporation January 1999 - Present
Princeton Financial Systems, Inc. 1993 - 2000
State Street Bank September 1993 - January 1999
American Reliance Group September 1991 - September 1993
american reliance insurance company 1988 - 1993
American Reliance Group September 1989 - September 1991
Skills
Financial Services, Business Analysis, Analysis, Financial Reporting, Fixed Income, Budgets
Education
Rider University 1984 — 1989
South Plainfield High School 1980 — 1984
DG Capital Management January 2011 - August 2012
DG Capital Management, Inc. March 2004 - December 2010
State Street Corporation January 2004 - March 2004
State Street Corporation July 2002 - December 2003
Education
Providence College 1998 — 2002
Bachelor of Science (BS), Finance
Prudential Financial April 2014 - Present
Prudential Financial November 2011 - March 2014
Prudential Financial August 2010 - November 2011
Prudential Financial March 2007 - September 2010
State Street Corporation January 2001 - December 2006
Skills
Fixed Income, Management, Microsoft Excel, Derivatives, Hedge Funds, Securities, Alternative Investments, Analysis, Microsoft Office
Education
Rider University 1997 — 2001
BS, Finance
Nippon Life International PLC (Nissay Asset Management) November 2011 - Present
BlackRock July 2006 - September 2011
State Street Corporation January 2005 - July 2006
Skills
Fixed Income, Derivatives, Equities, Asset Managment, Asset Management, Bloomberg
Education
Rutgers, The State University of New Jersey-New Brunswick
finance, economics
Bank of America April 2006 - February 2011
Deutsche Asset Management December 2004 - April 2006
State Street Corporation April 2004 - October 2004
State Street Corporation October 2001 - March 2004
State Street Corporation December 1999 - September 2001
Cramer Productions April 1999 - August 1999
Cramer Productions March 1996 - October 1998
Education
Providence College 1990 — 1994
Bachelors of Arts, Marketing, Minor Finance
State Street Corporation October 2009 - May 2011
PricewaterhouseCoopers LLP 1999 - October 2009
PwC October 1999 - December 2004
Education
Robert Morris University 2005 — 2006
BSBA, Finance
Central Catholic 1989 — 1993
Partners Healthcare May 2008 - Present
State Street Corporation June 2007 - April 2008
AMETEK Aerospace August 2006 - June 2007
Varian Semiconductor April 2005 - August 2006
Northern Research and Engineering Corporation 1998 - 1999
Skills
Compensation, Employee Relations, Applicant Tracking..., College Recruiting, Talent Acquisition, Deferred Compensation
Education
Salem State University
Bachelor of Science, Operations Management and Decision Sciences
State Street Corporation June 2008 - Present
State Street Corporation 2008 - Present
Blue Cross Blue Shield of MA October 2002 - March 2008
Blue Cross Blue Shield of Massachusetts 2002 - 2008
Skills
Fundraising, Public Speaking, Non-profits, Event Planning, Social Media, Strategic Planning, Microsoft Office, Program Development, Event Management, Editing, Public Relations, Media Relations, Community Outreach, Strategic Communications, Program Management, Philanthropy, Community Development, Internal Communications, Budgets, Marketing Strategy
Education
Syracuse University 1997 — 1998
Masters, Broadcast Journalism
Regis University 1992 — 1996
Bachelor's degree, Communications and Women's Studies
State Street April 2014 - Present
State Street Corporation March 2011 - April 2014
State Street March 2009 - March 2011
State Street Bank November 2008 - March 2009
State Street Bank June 2006 - November 2008
Skills
Mutual Funds, Equities, Investments, Loans, Bloomberg, Fixed Income, Financial Analysis, Financial Modeling, Asset Management, Finance, Microsoft Excel, Accounting, Securities, Portfolio Management, Financial Services
Education
Suffolk University 2010 — 2013
Master's degree
Saint Anselm College 2002 — 2006
Rutgers University July 2012 - Present
Middlesex County College January 2008 - December 2012
Rutgers, The State University August 2007 - June 2012
Verio June 2011 - February 2012
Biogen Idec July 2011 - December 2011
Alloy Media + Marketing August 2006 - August 2007
State Street Corporation June 2005 - August 2006
USPS May 2004 - May 2005
Marshalls September 2000 - September 2004
Skills
Java, GWT, Spring, Hibernate, jQuery, JavaScript, HTML5, MySQL, Apache, JBoss, Tomcat, Oracle, Eclipse, PHP, JSON, XML, Linux, SQL, JSP, Flash, Photoshop, Windows 7, Subversion, CSS, Web Development, Perl, AJAX, Python, SQL Server, Mobile Applications, C#, HTML, Programming, C++, HTML 5, Microsoft SQL Server, Web Services, Databases, .NET, ASP.NET, Unix, JBoss Application Server
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2007
BS, Computer Science
State Street April 2011 - Present
State Street Corporation September 2006 - April 2011
StateStreet September 2006 - April 2011
Norkom Technologies 2005 - 2006
Interactive Data 1998 - 2005
Education
Saint Joseph's University - Erivan K. Haub School of Business 1994 — 1996
MBA, International Business
University College Cork 1990 — 1994
B. Commerce, Marketing & Management
DEXTERITY SMALL BUSINESS SOLUTIONS March 2015 - Present
State Street Corporation January 2010 - February 2015
Veritude April 2009 - January 2010
State Street Corporation March 2008 - December 2008
Veritude April 2004 - December 2007
Noblestar November 2001 - March 2004
R Systems September 1994 - October 2001
Softek July 1992 - September 1994
Skills
Java Enterprise Edition, Software Development, Integration, Microsoft SQL Server, Enterprise Software, Requirements Analysis, Enterprise Architecture, Software Project..., SOA, Agile Methodologies, SDLC, Oracle
Education
Harcourt Butler Technological Institute 1989 — 1992
MCA, Master of Computer Applications
PSG College of Technology 1986 — 1989
B.Sc., Applied Sciences
LeadNow, Inc. August 2009 - Present
Legacy Financial Advisors June 2009 - May 2010
State Street Corporation 2007 - February 2009
Aizling, Inc. 2003 - 2007
State Street Bank 2003 - 2004
State Street Bank 1999 - 2003
Welch Healthcare & Retirement Group 1997 - 1999
Welch Healthcare & Retirement Group 1995 - 1997
Education
Saint Anselm College 1991 — 1995
Boy Scouts of America August 2014 - Present
Whitridge Associates March 2014 - May 2014
Whitridge Associates July 2013 - October 2013
Whitridge Associates July 2013 - October 2013
Whitridge Consulting March 2012 - June 2013
Sapient 2013 - 2013
BNY Mellon Standish Mellon Asset Management April 2008 - March 2012
Olmstead Associates September 2004 - April 2008
BROWN BROTHERS HARRIMAN2004 July 2004 - September 2004
STATE STREET CORPORATION January 2000 - January 2003
Skills
Financial Services, Business Analysis, Fixed Income, Derivatives, Project Management, Bloomberg, Requirements Analysis, Trading Systems, Data Analysis, Business Requirements, Equities, Securities, Fund Accounting, Investments, SDLC, Process Improvement, Analysis, Middle Office, Mutual Funds, Back Office, Portfolio Management
Education
NORTHEASTERN UNIVERSITY 2000 — 2006
Coursework, Business Management
Quincy College 1983 — 1988
Associates Degree, Business Administration
STATE STREET INSTITUTE
Sodexo/Boston Children's Hospital February 2015 - Present
Granite Telecommunications December 2013 - September 2014
Medical Specialties Distributors, LLC April 2012 - December 2013
State Street Corporation April 2008 - April 2012
Skills
Customer Service
Education
Saint Bonaventure University 2003 — 2007
Bachelor's Degree, History
Irving Levin Associates, Inc. 2011 - 2015
Swinerton Management and Consulting 2008 - 2010
Hawaiian Telcom 2007 - 2007
SEQA Capital Advisors, LP 2006 - 2007
State Street Corporation 2005 - 2006
Bank of America 2004 - 2005
Hogan and Stone Realty 2003 - 2004
Skills
Equities, Trading, Portfolio Management, Asset Management, Investments, Strategy, Options, Financial Analysis, Data Analysis, Mergers and Acquisitions, Healthcare Sector, Market Research, Performance Evaluation, Client Relations, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Analysis
Education
Rensselaer Polytechnic Institute 1992 — 1996
Bachelor of Science, Chemical Engineering
State Street Bank January 2012 - Present
State Street Corporation May 2008 - December 2011
State Street Bank May 2007 - May 2008
H D Dimension Corporation/Onsite at State Street Corporation January 2006 - May 2007
City University of New York September 2003 - December 2005
Magna Securities August 2004 - March 2005
Corinthian Partners LLC September 2004 - January 2005
Rajput Glass Company May 2001 - June 2003
Skills
Business Analysis, Outsourcing, Requirements Gathering, CRM, Financial Modeling, Analysis, Equities, Middle Office, SDLC, Team Management
Education
Zicklin School of Business, Baruch College, CUNYNew 2003 — 2005
Master, Business Administration; Finance & Investments
Punjab Technical University
S.L.I.E.T
Covidien January 2009 - Present
State Street Corporation October 2007 - December 2008
Skills
Microsoft Office, Microsoft Word, Illustrator, Adobe Creative Suite, Adobe Acrobat, Graphic Design, Packaging
Education
Rhode Island School of Design 1977 — 1981
BFA, Illustration
Futurestep June 2012 - May 2013
Xorbix Technologies February 2010 - January 2012
State Street Corporation 2007 - 2008
Skills
Contract Recruitment, Full-cycle Recruiting, Technical Recruiting, Sourcing, Interviewing, Salary Negotiation, Customer Relations, Screening, Negotiation, Cold Calling, Salesforce.com, Job Fairs, Consultative Selling, Benefits Negotiation, Interviews, SDLC, Customer Service, Talent Acquisition, Applicant Tracking..., College Recruiting, Screening Resumes, Recruiting, Internet Recruiting
Education
University of New Hampshire School of Law (Franklin Pierce Law Center) 1989 — 1992
J.D., Law
Rhode Island College
B.A., Political Science
Citizens Financial Group, Inc. May 2015 - Present
Santander Bank, N.A. December 2014 - May 2015
MUFG Americas April 2013 - December 2014
J.P. Morgan June 2011 - April 2013
State Street Corporation October 2008 - June 2011
Skills
Derivatives, Valuation, Options, Bloomberg, Hedge Funds, Calypso, Mutual Funds, Credit Derivatives, Equity Derivatives, Middle Office, Corporate Actions, Asset Managment, Bloomberg Terminal, Swaps, Asset Management, Fixed Income, Reuters, Interest Rate..., Interest Rate Swaps, CDS, VBA, Reuters 3000, Fincad, Bloomberg Data License, MCH
Education
Suffolk University 2009 — 2011
Master of Science (MS), Finance
Salem State University 2004 — 2008
BS in Business Administration, Accounting and Finance
Systagenix Wound Management June 2009 - December 2014
State Street Corporation September 1993 - November 2008
Private Eyes Sunglass Corporation November 1987 - April 1991
Skills
High Level Executive..., Microsoft Office &..., Extensive Travel &..., Office Management, Facilities Management, Vendor Relationship...
Education
Quincy College
State Street Corporation September 2004 - January 2009
State Street Corporation 2000 - 2004
State Street Corporation 1995 - 2000
Education
Suffolk University - Sawyer Business School 2003 — 2005
MBA, Finance
Salem State University 1982 — 1986
BS, Business Administration
Quality Productivity Solutons
Lean Six Sigma Green Belt
State Street April 2011 - Present
State Street Bank September 2007 - June 2011
State Street Corporation January 2008 - April 2011
State Street Bank September 2007 - April 2011
Skills
Financial Reporting, Financial Analysis, Accounting, Account Reconciliation, Mutual Funds, Bloomberg, Financial Modeling, Financial Services, Financial Accounting, Internal Controls, Microsoft Excel, Fixed Income, Securities, Fund Accounting, Research, Investments, PowerPoint, Public Speaking, Financial Statements, Equities, Auditing, Social Media
Education
Simmons College 2014 — 2019
Master of Business Administration (MBA)
Simmons College 2005 — 2007
Political Science and International Relations-Minor in Economics, International Relations and Affairs; Political Science;Economics
Salem State College 2002 — 2004
Bachelor's degree, Criminal Justice/Safety Studies
BNY Mellon December 2011 - Present
Aetna Student Health July 2009 - January 2012
State Street Corporation September 2006 - December 2008
Robeco Investment Management March 1998 - August 2006
Bank of New York Mellon January 1990 - March 1998
Education
Salem State University
Bachelors, Accounting
Retired February 2013 - Present
State Street Corporation May 2004 - January 2013
FleetBoston Financial October 1999 - April 2004
BankBoston April 1998 - September 1999
First National Bank of Chicago November 1996 - March 1998
First National Bank of Chicago November 1994 - October 1996
Continental Illinois National Bank & Trust Co. January 1979 - October 1994
Montgomery Ward August 1977 - December 1978
Strater Cleaners July 1975 - July 1977
Skills
Banking, Basel II, Financial Risk, Risk Management, Financial Modeling, Treasury, Corporate Finance, Basel III, Economic Capital, ALM, Interest Rate Risk..., Derivatives, Fixed Income, Finance, Capital Markets, Enterprise Risk..., Investments, Portfolio Management, Financial Analysis, Financial Services, Financial Markets, Treasury Management, Equities, Credit Risk
Education
Purdue University - Krannert School of Management 1973 — 1975
MSM, General Management
Purdue University 1969 — 1973
BS, Mathematics
Ottawa Hills High School 1967 — 1969
Marion (IN) High School 1965 — 1967
Omgeo June 2008 - Present
Omgeo February 2008 - June 2008
Omgeo June 2007 - February 2008
State Street Corporation October 2005 - June 2007
State Street Corporation January 2005 - October 2005
Skills
Instructional Design, E-learning, Captivate, Curriculum Design, Employee Training, Hands-on Training, Training Delivery, WebEx, RoboHelp, Software Documentation, Change Management, Process Improvement, Vendor Management, Onboarding, Training, Needs Analysis
Education
Suffolk University 2004 — 2007
Master of Art in Education, Adult and Organizational Learning
Providence College 1996 — 2000
Bachelor of Art, Political Science
STATE STREET CORPORATION January 2007 - Present
Domestic Trade Control December 2000 - January 2007
STATE STREET CORPORATION May 1998 - December 2000
public school district May 1994 - April 1998
Education
Salem State University
Bachelor of Science
STATE STREET CORPORATION January 2007 - Present
Putnam Investments December 2000 - January 2007
STATE STREET CORPORATION May 1998 - December 2000
public school district May 1993 - April 1998
public school district May 1993 - April 1998
Skills
Settlement, Microsoft Money, Equities, Financial Planners, Data Conversion, Funding, Accounting, Contact Management, Quality Control, Business Intelligence, Customer Service, Mutual Funds
Education
Salem State College 1987 — 1993
Bachelor of Science
Salem State College 1987 — 1993
Bachelor of Science, Physical Education Teaching and Coaching
Bank of America June 2013 - Present
Barclays June 2012 - November 2012
State Street Corporation May 2007 - December 2007
Goldman Sachs & Co May 2007 - December 2007
Skills
Bloomberg Terminal, Microsoft Office, Geneva Accounting, Data Analysis, Risk Management, Derivatives, Fixed Income, Financial Modeling, Portfolio Management
Education
Rutgers University-New Brunswick 2003 — 2007
Bachelors of Arts, Economis & Political Science
STATE STREET CORPORATION November 2011 - Present
State Street Corporation November 2011 - Present
State Street January 2007 - November 2011
State Street January 2002 - January 2007
State Street January 2001 - January 2002
State Street January 1999 - January 2001
State Street January 1998 - January 1999
State Street January 1997 - January 1998
State Street January 1996 - January 1997
Skills
Lean Facilitator-March ..., Lean..., Certified Test Manager..., SDLC, Investments, Process Improvement, Test Planning, Software Quality..., Securities, Risk Management, Business Requirements, Testing, Account Reconciliation, User Acceptance Testing
Education
Salem State University 1990 — 1994
BS, Business Admin-Concentration Accounting
Salem State University 1990 — 1994
BS, Political Science
Caxton Associates LP December 2014 - Present
Caxton Associates LP August 2003 - Present
State Street Corporation January 2001 - August 2003
Merill Lynch Investment Management May 1997 - December 2000
Skills
Hedge Funds, Equities, Bloomberg, Derivatives, FX Options, Financial Analysis, Fixed Income, Risk Management, Alternative Investments, Middle Office, Due Diligence, Fund Accounting, Business Analysis, Process Improvement, Securities, Trading Systems, Options, Mutual Funds, Swaps, Fund Administration, Bonds, Asset Management, Corporate Actions, Back Office, Settlement, Financial Services, Equity Derivatives, Foreign Exchange, Account Reconciliation, Accounting, Finance, Cash Management, Financial Accounting, Business Continuity, Bloomberg Terminal
Education
Rutgers University-New Brunswick 1992 — 1996
Bachelor of Science, Accounting
University of Phoenix 2002 — 2007
Master of Business Administration, Accounting
State Street September 2014 - Present
State Street May 2013 - September 2014
STATE STREET CORPORATION October 2010 - May 2013
Martha Stewart Living Omnimedia May 2009 - August 2009
Skills
Microsoft Office, Customer Service, Customer Relations, Outlook, Excel, Word, Bloomberg, Money Market Order..., Microsoft Excel, Mutual Funds, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelors in Arts, Economics
Andover High School 2001 — 2005
High School Diploma
State Street Corporation August 2005 - June 2011
Cambridge Savings Bank January 2002 - August 2005
Universal Products October 1995 - January 2002
Universal Products June 2000 - August 2001
Education
Quincy College
Nursing
International Fund Services (Ireland) Ltd, A State Street Company May 2011 - Present
State Street Corporation March 2007 - May 2011
Skills
Equities, Trading, Securities, Fixed Income, Funding
Education
Saint Joseph's University 1997 — 2001
Bachelor of Arts, Finance
Picerne Real Estate Group May 2011 - Present
Picerne Real Estate Group January 2007 - May 2011
State Street Corporation September 2004 - January 2007
Skills
Financial Reporting, Outlook, Customer Service, Financial Accounting, PowerPoint, Yardi Voyager, Accounting, Financial Analysis, Budgets, Real Estate, General Ledger
Education
Rhode Island College 1999 — 2004
BS & BA, Finance & Economics
BlackRock January 2015 - Present
Bank of America June 2014 - December 2014
BNY Mellon November 2012 - February 2013
State Street Corporation June 2008 - May 2011
Sam Tee International, Inc June 2006 - September 2006
Skills
Bloomberg, Equities, Fund Accounting, Swaps, Excel, Options, Futures, foreign exchange, Portfolio Accounting...
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
Bachelor of Science, Finance, 3.45
State Street Corporation March 2010 - Present
State Street Corporation January 2008 - March 2010
State Street Corporation January 2007 - December 2007
Putnam Investments September 2004 - December 2006
Putnam Investments April 2002 - September 2004
Putnam Investments November 2000 - April 2002
Education
Providence College 1996 — 2000
BS, Management
J.P. Morgan April 2013 - Present
STATE STREET CORPORATION April 2011 - March 2013
State Street Bank September 2010 - April 2011
State Street Bank March 2008 - August 2010
State Street Bank November 2006 - February 2008
NORWOOD MOTORGROUP January 2005 - January 2006
Education
D’Amore-McKim School of Business at Northeastern University 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rhode Island College
Master's degree, English Language and Literature, General
University at Buffalo
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments September 2014 - Present
State Street January 2014 - September 2014
State Street Corporation September 2010 - January 2014
State Street June 2008 - September 2010
Merrill Lynch October 2007 - May 2008
Investors Bank & Trust May 2007 - August 2007
Skills
Bloomberg
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts; Certificate, Business; German
State Street Corporation February 2010 - November 2012
State Street Corporation December 2005 - January 2010
State Street Corporation January 2001 - November 2005
Merrill Lynch February 1994 - December 2000
Merrill Lynch March 1991 - January 1994
Skills
Mutual Funds, Securities, Financial Accounting, Investments, Management, Equities, Fixed Income, Derivatives, Bloomberg, Fund Accounting, Risk Management, Leadership
Education
Rutgers, The State University of New Jersey- New Brunswick - School of Business 1984 — 1988
Bachelor of Science (BS), Accounting
Rutgers University-New Brunswick
Bachelor's degree, Accounting
State of New Jersey June 2013 - Present
SEI November 2011 - May 2013
State Street Corporation January 2002 - July 2011
Merrill Lynch Asset Management May 1992 - December 2001
Skills
Mutual Funds, Financial Services, Bloomberg, Hedge Funds, Private Equity, Analysis, Fund Accounting, Fixed Income, Alternative Investments, Derivatives, Equities, Investments, Securities, Trading, Financial Analysis
Education
Rider University 1995 — 1997
MBA, Accounting, Finance
Rider University 1990 — 1992
BA, Accounting, Finance
Rider University
Master of Business Administration (MBA), Accounting and Finance
Burlington County Community Action Programs September 2011 - Present
CANON FINANCIAL SERVICES April 2007 - April 2010
PARTZ NETWORK September 2006 - December 2006
ARI INSURANCE December 2004 - September 2006
State Street Corporation December 1999 - November 2004
Skills
Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Variance Analysis, Journal Entries, Financial Statements, Bank Reconciliation, Invoicing, Spreadsheets, Accounting, Financial Reporting, Financial Analysis, Budgets, Microsoft Excel, Payroll, Auditing, Process Improvement, Internal Audit, Accruals
Education
Rider University 1996 — 2002
MBA, Finance
Rider University 1995 — 1999
BS, Accounting
State Street October 2007 - July 2011
State Street Corporation October 2007 - July 2011
Siemens Corporation June 2007 - August 2007
Siemens Corporate Research June 2005 - October 2006
Education
Rutgers University – Camden 2003 — 2007
Bachelor, Accounting
Rutgers University-School of Business-Camden
Bachelor of Science, Accounting
State Street Bank May 2013 - Present
State Street Corporation June 2008 - May 2013
State Street October 2007 - June 2008
State Street December 2005 - October 2007
State Street September 2003 - December 2005
State Street Corporation September 2001 - September 2003
Skills
Fund Accounting, Mutual Funds, Financial Statements, Trading, Fund Administration
Education
Salem State College 1996 — 2000
Bachelor of Science, Communications
Easter Seals Inc. May 2013 - June 2014
State Street Corporation January 2001 - August 2011
Merrill Lynch December 1982 - December 2000
Skills
Account Reconciliation, Fund Accounting, Cash Management, Mutual Funds, Analysis, Bloomberg, Portfolio...
Education
Rider University 2008 — 2015
Bachelor's Degree, Accounting
Bombay University - Mumbai, India 1975 — 1978
Bachelor of Arts- May 1978, Major: Economics; Minor: Psychology
PNC April 2013 - Present
Bank of NY Mellon Corporation November 2003 - Present
Bank of NY Mellon Corporation November 2003 - March 2008
State Street Corporation November 1998 - June 2003
Education
Queens College
BA, Accounting
Mize Houser & Company P.A. May 2015 - Present
Lint Singleton & Heintz, CPA February 2013 - May 2015
New York Life Insurance Company February 2012 - February 2013
Cohen Esrey Communities March 2011 - December 2011
State Street Corporation March 2010 - March 2011
Skills
Financial Planning, Accounting, Financial Planners, Financial Analysis, Risk Management, Financial Accounting, Mutual Funds, Cash Management, Microsoft Excel, Financial Modeling, Investments, Finance, Strategic Financial...
Education
Rockhurst University 2009 — 2010
Master's, Business Administration; Accounting
The University of Kansas 2006 — 2009
Bachelor of Science, Accounting
Dolan Plumbing Heating & Air Conditioning January 2015 - Present
NCI March 2012 - Present
State Street Corporation 2000 - 2010
Merrill Lynch January 1987 - December 2000
Skills
Organization, Time Management, Detailed Organization, Management, Leadership, Capital Markets, Mutual Funds, Customer Service, Microsoft Excel, Cash Management
Education
Rider University 1980 — 1984
BS in Commerce, Management & accounting
State Street Corporation 1985 - 2004
Education
Rivier College
University of Massachusetts Boston
State Street Corporation January 1998 - Present
Skills
Bloomberg, SDLC, Derivatives, Fund Accounting, Project Portfolio..., Mutual Funds, Vendor Management, Fixed Income, Project Management, Equities, Hedge Funds, Microsoft Excel, Fund Administration, Alternative Investments, Financial Services
Education
Rowan University
State Street Corporation January 2007 - January 2009
State Street 2007 - 2009
Skills
Accounting, Mutual Funds, QuickBooks, Microsoft Excel, Financial Analysis, Loans, Bloomberg, Fixed Income, Equities
Education
Saint Louis University 2000 — 2003
Master of Business Administration, Management Information Systems, General
Kerala University 1989 — 1992
Bachelor of Science, Math, Statistics
State Street Corporation April 2011 - Present
TD May 2005 - January 2006
Boston Federal Savings Banks January 2002 - May 2005
Skills
Financial Services, Equities, Mutual Funds, Fixed Income, Bloomberg, Investments, Financial Analysis, Portfolio Management, Derivatives, Asset Management, Hedge Funds, Securities, Banking, Relationship Management, Risk Management
Education
Rivier College 1994 — 1998
Bachelor of Science (BS), Spanish Language and Literature
BlackRock February 2015 - Present
State Street December 2013 - February 2015
State Street 2011 - 2013
STATE STREET CORPORATION November 2006 - March 2009
STATE STREET CORPORATION/MERRILL LYNCH December 1999 - January 2001
MERRILL LYNCH May 1997 - December 1999
Skills
MS Excel Pivot Tables, Outlook, Access, Microsoft Office, Bloomberg, Reuters, Interactive Programming, Telekurs, Xcitex, CCH, Mutual Funds, Corporate Actions, Equities, Fixed Income, Financial Services, Fund Accounting, Asset Management, Securities
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1995 — 1997
Bachelor of Science (BS), Accounting