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
BlackRock May 2013 - Present
Wood Partners May 2012 - July 2012
PIMCO September 2008 - July 2011
STATE STREET CORPORATION November 2005 - September 2008
ARGENT MORTGAGE COMPANY, LLC July 2004 - November 2005
Skills
Bloomberg, Excel/VBA, Business Objects, Capital IQ, Fixed Income, Investments, Structured Products, ABS, Investment Management, Real Estate, Asset Management, Valuation, Portfolio Management, Due Diligence, Equities, Hedge Funds, Financial Modeling, Alternative Investments, Finance, Financial Analysis
Education
UNIVERSITY OF NORTH CAROLINA, Kenan-Flagler Business School 2011 — 2013
Master, Business Administration
University of California, Irvine 2002 — 2004
Bachelor of Arts, International Studies
LMCG Investments April 2014 - Present
State Street August 2013 - April 2014
State Street Corporation May 2012 - August 2013
State Street Corporation August 2011 - May 2012
Skills
Securities, Mutual Funds, Equities, Bloomberg, Analysis, Bloomberg Terminal, Derivatives, Trading, Alternative Investments, Advent Portflio Exchange, Performance Measurement, Fixed Income, Risk Analytics, BlackRock Aladdin, BlueWin Compliance..., SWIFT messages, Economics, Investments, Financial Analysis, Data Mapping, Hedge Funds, Portfolio Management
Education
University of Massachusetts Boston 2008 — 2012
Bachelor of Arts (BA), Economics
Bank of America November 2012 - July 2014
Sovereign Bank October 2007 - October 2011
State Street Corporation March 2005 - October 2005
A. Blackburn German Language Services June 1997 - February 2005
State Street Corporation May 1996 - May 1997
Skills
Credit, Mutual Funds, Loans, Administration, Banking, Strategic Financial..., Investments, Management, Financial Services, Portfolio Management, Accounting, Sales, Training, Commercial Banking, Team Building
Education
University of South Carolina - Darla Moore School of Business
International MBA, International Business
Tufts University
B.S., Psyschology and German (double major)
Albert-Ludwigs-Universität Freiburg im Breisgau
Vordiplom (B.A.), Economics
Golden 1 Credit Union June 2015 - Present
American Water August 2014 - June 2015
California Superstores September 2012 - August 2014
State Street December 2006 - September 2012
State Street March 2008 - April 2010
State Street Corporation December 2009 - March 2010
State Street Corporation December 2006 - March 2008
Morgan Stanley June 2005 - August 2005
Skills
Finance, Financial Analysis, Accounting, Valuation, Bloomberg, Auditing, Equities, Account Reconciliation, Portfolio Management, Investments, CRM, Mutual Funds, Equity Research, Financial Statements, Management, Budgets, Financial Modeling, Forecasting, Trend Analysis, Financial Systems, Project Management, Program Management, Financial Accounting, Financial Reporting, Team Leadership, Staff Development, Change Management, Corporate Finance
Education
University of California, Berkeley 2014 — 2015
Professional Certificate in Financial Planning & Analysis, Finance
University of California, Berkeley, CA 2013 — 2015
Professional Certificate in Finance, Corporate Finance
University of California, Davis 2002 — 2006
B.S., Managerial Economics
CUSO Financial Services, LP May 2012 - Present
Linsco Private Ledger August 2011 - May 2012
HOLBROOK PUBLIC SCHOOLS September 2008 - June 2011
Brockton Public Schools October 2006 - August 2008
Investor's Bank & Trust Company December 2005 - July 2006
LINSCO PRIVATE LEDGER December 2004 - December 2005
No Fear August 2004 - December 2004
State Street Corporation October 2001 - August 2004
Skills
Mutual Funds, Options, Financial Services, Account Reconciliation, Microsoft Office, Microsoft Excel, Banking, Data Analysis, Outlook, PowerPoint, Investments, Analysis, Access, Microsoft Word, Research, Customer Service, Management, Securities, Process Improvement, Finance, Portfolio Management, Insurance
Education
University of Massachusetts Boston 2006 — 2008
Master's in Elementary Education, Elementary Education
University of Massachusetts Boston 1996 — 2001
Bachelor of Science, Business Management
DST Financial Services August 2015 - Present
DST Retirement Solutions September 2014 - August 2015
DST Retirement Solutions September 2012 - August 2014
State Street Corporation May 2011 - September 2012
State Street Bank March 2007 - May 2011
State Street Bank October 2005 - March 2007
State Street Bank September 2004 - October 2005
State Street Bank July 2003 - September 2004
Skills
Software Project..., Strategic Planning, Product Development, Program Management, Project Planning, Project Implementation, Project Coordination, Project Portfolio..., Project Execution, Project Delivery, Full SDLC, Business Analysis, Business Planning, Business Management, New Business Development, Business Process, MS Project, MS Office Suite, Lean Sigma, Six Sigma, Team Building, Change Management, Team Leadership, Operations Management, Visio, Process Improvement, Analysis, Process Development, Risk, Securities, Governance, Risk Management, SDLC, Requirements Gathering, Process Engineering, Business Process..., Banking, Risk Mitigation, Requirements Analysis, Team Management, Portfolio Management, Business Requirements, Cross-functional Team..., PMO, Certified Project..., Project Management, Management, Financial Services, Leadership, SharePoint
Education
The Ohio State University
Bachelors, Economics
Worthington Kilbourne
The Princeton Review January 2014 - Present
Bolt Consulting June 2013 - Present
Intel Corporation March 2012 - June 2013
The Princeton Review December 2007 - June 2012
Morgan Stanley July 2011 - December 2011
UC Davis June 2009 - January 2011
State Street Corporation July 2008 - March 2009
Bolt Colognes October 2006 - June 2007
Skills
Forecasting, Financial Modeling, Data Analysis, Financial Analysis, Economics, Microsoft Excel, Salesforce.com, Statistics, Quantitative Analytics, R, SAS, PowerPoint, Access, Pure Mathematics, Mathematics, Matlab, Project Planning, Microsoft Office, Social Media
Education
UC Davis 2006 — 2011
BS; BA, Mathematics, Economics
Folsom High School 2002 — 2006
HS Diploma, Most Intriguing
Putnam Investments December 2010 - Present
State Street Corporation July 2007 - December 2010
Investors Bank & Trust July 2006 - July 2007
State Street December 2005 - July 2006
State Street March 2003 - December 2005
State Street February 2001 - March 2003
State Street February 2000 - February 2001
State Street January 1999 - February 2000
State Street January 1998 - January 1999
Skills
Performance Measurement, Fixed Income, Equities, Portfolio Management, Analytics, Performance Attribution, Mutual Funds, Leadership, GIPS Compliance, CRM, Strategic Planning, Strategy, Analysis, Business Analysis, Alternative Investments, Hedge Funds, Market Data, Asset Management
Education
University of California, Berkeley, Haas School of Business 2013 — 2013
Executive Education
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Science (B.Sc.)
State Street March 2014 - Present
State Street March 2012 - June 2013
State Street Corporation August 2009 - February 2012
Skills
Corporate Actions, Securities, Fixed Income, Bloomberg, Fund Accounting
Education
University College Dublin 1998 — 2002
Bachelor's degree
Credit Suisse December 2014 - Present
State Street Corporation October 2012 - November 2014
BNY Mellon 2008 - 2012
Accenture June 2004 - October 2008
Skills
Oracle, Java Enterprise Edition, Requirements Analysis, SOA, Web Services, Java, Solution Architecture, Weblogic, Unix Shell Scripting, Tableau, Erwin
Education
University of Madras 2000 — 2004
Bachelor of Technology (BTech), Information Technology
Rayalaseema Residential Arts and Science Jr College
Convergent Laser Technologies October 2012 - Present
PHOTON USA June 2012 - October 2012
PHOTON USA September 2011 - June 2012
Frits de Vries Architect Ltd. March 2010 - April 2011
State Street Corporation April 2008 - August 2009
Education
University of California, San Diego 2003 — 2007
Bachelor's degree, Physics and Astrophysics, 3.18
University of British Columbia, Vancouver 2005 — 2006
J.F. Taylor, Inc March 2009 - Present
J.F.Taylor, Inc March 2009 - Present
Booz Allen Hamilton September 2003 - February 2009
Information Spectrum July 2002 - July 2003
State Street Corporation May 2001 - September 2001
The MENTOR Network March 1998 - May 2001
Education
University of San Diego 1991 — 1993
Masters In Education, Counseling and School Administration
Syracuse University 1987 — 1989
Bachelors of Science, Education, English
Cerner Corporation August 2013 - Present
Cerner Corporation July 2012 - August 2013
State Street Corporation May 2011 - July 2012
Garmin International August 2010 - May 2011
Capitol Federal Savings Bank May 2007 - July 2010
Heritage Cleaners August 2003 - January 2007
Skills
Leadership, Employee Training, Recruiting, Access, Outlook, Technical Support, Software Documentation, Customer Service, Data Analysis, Microsoft Excel, Data Entry, Microsoft Office, Microsoft Word, Oracle Applications, Banking, Internal Communications, Onboarding, Human Resources, Benefits Administration, Team Leadership, Healthcare Information..., Adult Education, Training Delivery
Education
University of Kansas 2007 — 2010
Bachelor’s Degree, Communication Studies
LPL Financial January 2015 - Present
LPL Financial September 2013 - January 2015
Liberty Mutual July 2010 - January 2013
Liberty Mutual January 2007 - July 2010
EMM Group 2004 - 2007
State Street Corporation 1999 - 2004
State Street Corporation 1997 - 1999
State Street Corporation 1995 - 1997
Skills
Marketing Communications, Advertising, Brand Equity, Marketing Strategy, Public Relations, B2B, Integrated Marketing, Strategic Planning, Brand Development, Corporate Communications, Digital Strategy, Team Leadership, Team Building, Social Media Marketing, Marketing Research, Event Planning, B2B Marketing, Public Speaking, Change Management, Internal Communications, Budgets, Cross-functional Team..., Leadership, Marketing, Email Marketing, Recruiting, Strategy, Management
Education
Tufts University
BA, Political Science
HubSpot November 2014 - Present
HubSpot June 2013 - Present
State Street Corporation September 2012 - May 2013
Liberty Mutual Insurance Company May 2011 - April 2012
Skills
Marketing, Market Research, Management, Analysis, Customer Service, Social Media, Sales, Inbound Marketing, Social Networking, Salesforce.com, Public Speaking, Strategy, Facebook, HubSpot, B2B Marketing, Advertising, Analytics, Business Development, Marketing Strategy
Education
The University of Connecticut 2008 — 2012
Bachelor of Science, Business; Marketing
State Street Corporation May 2014 - Present
Chick fil A January 2014 - May 2014
University of Central Missouri August 2012 - December 2012
Skills
Microsoft Office, Customer Service, Management, Project Management, Microsoft Excel, Strategic Planning, Sales, Leadership, Microsoft Word, Marketing
Education
Society of Actuaries 2012 — 2015
University of Central Missouri 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Central Missouri 2008 — 2012
Bachelors of Science, Actuarial Science and Mathematics
Waldorf Astoria New York July 2013 - Present
DoubleTree by Hilton September 2012 - July 2013
Gap Inc. November 2008 - August 2012
State Street Corporation August 2011 - May 2012
Skills
Accounting, Microsoft Excel, PowerPoint, Access, Microsoft Word, Outlook, Time Management, Microsoft Office, Teamwork, Customer Service, Sales, Spanish, Hospitality, Customer Satisfaction, Data Entry, Inventory Management, Event Planning, Hospitality Management
Education
University of Massachusetts Boston 2010 — 2013
BS Management, Accounting
BNY Mellon March 2013 - Present
U.S. Bank September 2012 - March 2013
State Street August 2011 - August 2012
State Street Corporation August 2010 - June 2011
Skills
Financial Analysis, Investments, Microsoft Office, Mutual Funds, Finance, Financial Reporting, Accounting, Bloomberg, Asset Management, Financial Statements, Accounts Payable, Tax, Analysis, Budgets, Financial Services
Education
University of Massachusetts Boston 2007 — 2011
Bachelor of Science in Management., Accounting and Finance
State Street February 2015 - Present
State Street September 2014 - February 2015
State Street Corporation May 2013 - September 2014
UMass Boston July 2013 - September 2013
University of Massachusetts Boston February 2013 - September 2013
University of Massachusetts Boston September 2011 - June 2013
Skills
Microsoft Office, Statistics, Econometrics, Data Analysis, SPSS, Actuarial Science, Mathematics
Education
University of Massachusetts Boston 2011 — 2014
Bachelor of Arts (BA), Economics, Senior
University of Belgrade 2009 — 2010
Economics
Bank of America December 2007 - September 2012
CBRE January 2007 - October 2007
State Street Corporation April 2005 - August 2006
Skills
PeopleSoft, Peachtree, Microsoft Office, Microsoft Excel, Microsoft Word, Accounts Payable, Account Reconciliation, Financial Analysis, Adobe Acrobat, Accounts Receivable, Analytics, Asset Managment, Bookkeeping, Forecasting, Yardi Voyager, Notepad, Leadership, Strategic Planning, Finance, Management, Training, Budgets, Portfolio Management, Accounting, Asset Management, Analysis
Education
University of Massachusetts Boston 2000 — 2004
Bachelor of Arts and Science, Economics
Ascensus December 2014 - Present
Ascensus February 2012 - December 2014
State Street Corporation June 2006 - May 2011
Bloomberg L.P June 2005 - August 2005
Fidelity Loan and Savings Association June 2004 - August 2004
Skills
Trade processing, Troubleshooting, Equities, General Ledger, Mutual Funds, Bonds, FX, Fund Accounting, Excel, Microsoft Office, Bloomberg Terminal, FX Options, Microsoft Excel, Securities, Trading, Financial Services, Problem Analysis, 401k, Corporate Actions, Fund Administration, Accounting, Bloomberg
Education
The College of New Jersey 2002 — 2006
B.S, Finance
Stax Inc. November 2009 - Present
Stax Inc. September 2009 - November 2009
Ameriprise Financial Services, Inc. July 2006 - July 2009
State Street Corporation September 2005 - April 2006
Skills
Analysis, Management Consulting, Due Diligence, Financial Modeling, Business Analysis, Market Analysis, Manufacturing, Financial Analysis, Business Strategy, Investments, Financial Services
Education
Tufts University 2001 — 2005
BA, Economics
Madge Meyer Consulting, LLC February 2013 - Present
State Street August 2012 - June 2013
State Street February 2011 - July 2012
State Street Corporation 2001 - May 2011
Skills
Messaging, Leadership, Financial Services, Information Technology, Enterprise Architecture, IT Strategy, Product Management, Disaster Recovery, Integration, Business Continuity, Strategy, Management Consulting, Executive Management, Project Portfolio..., Software Project..., Virtualization, Change Management, Governance, Business Intelligence, SOA, ITIL, Data Center, Management, Business Transformation, Mergers & Acquisitions, Security, IT Transformation, Business Process..., Software Development, Strategic Partnerships, IT Service Management, Information Security, Infrastructure, Professional Services, CRM, Solution Architecture, Consulting, Innovation, Vendor Management, Innovation Management, Innovation Consulting
Education
University of Mary Hardin-Baylor
BS, Mathematics and Chemistry
State Street Global Advisors May 2015 - Present
State Street Bank August 2012 - May 2015
JP Morgan Chase December 2010 - August 2012
State Street Corporation March 2009 - December 2010
State Street Corporation - Ireland March 2007 - March 2009
Investors Bank & Trust August 2003 - March 2007
Skills
Financial Reporting, Financial Services, Mutual Funds, Accounting, Finance, Microsoft Excel, Account Reconciliation
Education
University of Massachusetts Boston 2013 — 2016
MSA/MBA, Accounting and Business/Management
Eastern Connecticut State University Class of 2003 2002 — 2003
Bachelor of Science, Accounting
Cheshire High School 1995 — 1999
The Baupost Group October 2010 - Present
PanAgora Asset Management January 2008 - January 2011
State Street Corporation 2007 - 2008
Education
University of Maine 2002 — 2006
B.S., Business Management
SAFE Credit Union October 2010 - Present
State Street Corporation March 2009 - June 2010
PrimeLending October 2006 - November 2008
Lincoln Group of Financial Services March 2003 - December 2005
Skills
Finance, Financial Planning, First Time Home Buyers, Investment Properties, Loan Origination, Loans, Mortgage Lending, Refinance, Sales
Education
University of Alaska Anchorage 1995 — 2001
BA, Finance
California Real Estate
Halls Kansas City, a Hallmark company June 2012 - Present
Waddell & Reed May 2015 - July 2015
State Street Corporation May 2014 - July 2014
Stowers Institute for Medical Research June 2013 - August 2013
Spider Tennis August 2012 - May 2013
Indian Hills Country Club October 2009 - May 2012
Skills
Time Management, Teamwork, PowerPoint, Facebook, Inventory Management, Microsoft Word, Customer Service, Leadership, Merchandising, Goal Oriented, Customer Satisfaction, Social Media, Social Networking, Marketing, Sales, Social Media Marketing, English, Microsoft Office, Microsoft Excel, Data Analysis
Education
University of Richmond - Robins School of Business 2012 — 2016
BSBA (expected), Economics Major with Marketing Concentration, Senior
The University of Queensland 2014 — 2014
Study Abroad
The Pembroke Hill School, Kansas City, MO 2008 — 2012
BlackRock January 2015 - Present
State Street Corporation June 2013 - January 2015
BNP Paribas May 2012 - August 2012
Hong Kong Exchanges and Clearing Limited June 2011 - September 2011
Computer Science Department, Tufts University August 2009 - December 2010
Skills
Financial Analysis, Financial Accounting, Business Strategy, Strategic Analysis, Market Research, Operations Research, VBA, Microsoft Excel, Analysis, Stata, Investments, Strategy, Mergers & Acquisitions, Corporate Finance, Finance, Leadership, Research
Education
Tufts University 2009 — 2013
Bachelor of Science (B.S.), Quantitative Economics
Hong Kong International School 1997 — 2009
High School Education, English, Biology, Economics, Mathematics
State Street Corporation June 2005 - Present
Charles River Development June 2004 - June 2005
MFS Investment Management December 1997 - June 2004
First Data Corporation January 1994 - December 1997
Skills
SDLC, Business Analysis, Financial Services, Portfolio Management, Middle Office, Program Management, Project Management, Process Improvement, SharePoint, Visual Basic, Trading Systems, Global Application..., Application Architecture, Application Security, Requirements Analysis, Software Project..., Strategic Planning, Software Implementation, Data Modeling, Solutions Design, Sybase, Oracle PL/SQL..., Microsoft SQL Server, Performance Measurement, Fund Accounting, Business Requirements, Vendor Management, PMO
Education
University of Maine 1988 — 1993
Bachelor's degree, Finance and Financial Management Services
Rapid7 November 2014 - Present
Book&Table, Inc. March 2014 - October 2014
QuickMobile App Developer Hackathon 2014 - 2014
State Street Global Markets December 2007 - December 2009
State Street Corporation October 2006 - November 2007
Gap Inc. July 2003 - March 2005
Skills
User Experience, Interaction Design, Web Design, User Interface, Illustrator, InDesign, Wireframes, Problem Solving, Design Strategy, Information Architecture, Visual Design, Concept Development, Responsive Design, Prototype, Design Thinking, Process Flow, Mobile Design, HTML, CSS, Site Maps, Balsamiq, Team-oriented, Photoshop, Logo Design, Typography, Layout, Highly Detailed, Organization &..., HTML 5, CSS3, jQuery, WordPress, Dreamweaver, After Effects, Microsoft Office, Motion Graphics
Education
The New England School of Art & Design Suffolk University 2011 — 2013
Master of Arts (MA), Graphic Design
University of Massachusetts Boston 2002 — 2006
Bachelor of Science (BS), Management; Management Science and Information System
Friends for Mission, Nutrition Center July 2014 - May 2015
State Street Bank June 2013 - June 2014
State Street Corporation February 2012 - June 2013
Bank of America September 2009 - March 2012
Bank of America September 2009 - February 2012
Achievement May 2010 - May 2011
Skills
Banking, Finance, Payroll, Budgets, Strategic Financial..., Microsoft Excel, Financial Analysis, Customer Service, Financial Accounting, Portfolio Management, Financial Services, Investments, Leadership, Microsoft Office, Accounting, Financial Modeling, Access, Retail Banking, Management, Strategic Planning
Education
UMass Boston 2008 — 2012
Bachelor of Applied Science (BASc), Accounting
University of Massachusetts Boston 2008 — 2012
BS, Management; Accounting
Momentum Worldwide August 2012 - Present
MKTG INC April 2011 - July 2012
Multi Service January 2012 - May 2012
Boston Financial Data Services September 2010 - February 2012
State Street Corporation September 2011 - December 2011
Blue Hills Country Club May 2009 - August 2011
Target July 2006 - May 2009
Johnson County August 2007 - May 2008
Education
University of Kansas 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
University of Kansas 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Olathe South High School 2005 — 2008
DeMarche Associates, Inc. / Discretionary Management Services, LLC May 2011 - Present
State Street Corporation September 2008 - May 2011
State Street Corporation September 2006 - September 2008
State Street Corporation October 2005 - September 2006
Waddell & Reed, Inc. March 2005 - October 2005
Skills
Investments, Financial Analysis, Mutual Funds, Equities, Alternative Investments, Strategic Financial..., Securities, Financial Reporting, Accounting, Bloomberg, Fixed Income, Trading, Finance, Hedge Funds, Financial Services, Fund Accounting, Investment Management, Asset Allocation, Investment Strategies, Asset Management, Management, Portfolio Management, Microsoft Excel, Capital Markets, Risk Management, Valuation, Financial Accounting
Education
University of Kansas 2000 — 2004
Bachelor of Science, Business Administration - Finance
Big Fitness October 2010 - April 2011
Black and White Printing September 2009 - July 2010
State Street Corporation September 2008 - September 2008
Museum of Science and Technology May 2007 - August 2007
Studio Liquid October 2006 - December 2006
Skills
Microsoft Office, Adobe Creative Suite, InDesign, Illustrator, Photoshop, Dreamweaver, Flash, QuarkXPress, CSS, HTML 5, PHP, MySQL, Brochures, Graphic Design, Layout, Logo Design, Menu Design, Photography, Typesetting, Typography, Web Content, Web Design, Banners
Education
Syracuse University 2004 — 2008
Bachelor of Science (BS), Graphic Arts
Syracuse University - S.I. Newhouse School of Public Communications 2004 — 2008
Bachelor of Science (B.S.), Graphic Arts
Boston Financial Data Services 2015 - Present
State Street Corporation 1997 - 2015
State Street Global Advisors 2005 - 2009
Stream International 1995 - 1997
Managed Comp 1993 - 1995
Tufts Health Plan 1991 - 1993
BayBank 1989 - 1991
Skills
Human Resources, Management, Performance Management, Training, Onboarding, Talent Acquisition, Employee Relations, Strategy, Talent Management, Financial Services, HR Transformation, Succession Planning, HR Strategy, Employee Engagement, Organizational..., Mergers & Acquisitions, Recruiting, Turnaround Operations, Change Management, Workforce Planning, Executive Compensation..., Leadership Development, Performance Appraisal, Executive Search, Strategic Leadership, Employee Benefits, Deferred Compensation, Organizational Structure
Education
University of Massachusetts
University of Massachusetts Boston
Bachelor's Degree
Burns & McDonnell October 2007 - Present
State Street Corporation June 2006 - October 2007
Univision January 2006 - May 2006
Skills
Microsoft Excel, Recruiting, Human Resources, HRIS, Talent Acquisition, Performance Management, Onboarding, Applicant Tracking..., Microsoft Office, Talent Management, Interviews, Sourcing, Resume Writing, Employment Law, Management, Organizational..., College Recruiting, Time Management, Temporary Placement, Taleo, Training, Leadership, Outlook, Technical Recruiting, Hiring, Benefits Negotiation, Deferred Compensation, Job Descriptions, Customer Service, Contract Recruitment, Analysis, New Hire Orientations, Employee Benefits, Employee Engagement, Screening Resumes, Internet Recruiting, Staffing Services, Sales
Education
Webster University 2010 — 2012
Masters, Human Resources Management
Trinity University 2002 — 2006
Bachelor of Science, Business Administration
Notre Dame de Sion 1998 — 2002
High School
State Street Corporation 2014 - Present
CACEIS Canada Limited April 2010 - Present
State Street Corporation 2013 - 2014
CACEIS Canada Limited October 2007 - March 2010
Harmonic Fund Services January 2006 - October 2007
Gluskin Sheff + Associates September 2003 - September 2005
UBS Global Asset Management 2005 - 2005
Manulife Financial June 2001 - August 2003
AGF Management Ltd., Toronto July 2000 - June 2001
Investors Group, Winnipeg October 1998 - June 2000
Skills
Portfolio Management, Valuation, Finance, Financial Reporting, Auditing, Hedge Funds, Accounting, Fund Accounting, Internal Controls, Fund Administration, Bloomberg, Equities, Cash Management, Investments, Private Equity, Account Reconciliation, Mutual Funds, Financial Accounting
Education
Certified General Accountant 1997 — 2004
Level IV, Accounting
Canadian Securities Institute 2002 — 2003
Certificate, Finance
Canadian Securities Institute 2001 — 2002
Diploma, Finance
The Investment Funds Institute of Canada 2000 — 2001
Certificate, Mutual Funds Operations
"Babes-Bolyai" University Cluj-Napoca 1980 — 1987
Masters Degree, Accounting and Finance
"Babes-Bolyai" University Cluj-Napoca 1981 — 1985
Undergraduate Studies, Accounting and Finance
Raphael Okoye and Co, CPA September 2014 - Present
State Street Corporation March 2012 - September 2014
New Hope Miistries Inc January 2013 - December 2013
Skills
Financial Accounting, Fund Accounting, Financial Reporting, Client Relations Skills, Income Tax Preparation, Tax Preparation, Auditing
Education
University of Lagos
State Street April 2015 - Present
State Street Corporation July 2013 - April 2015
State Street Corporation January 2013 - July 2013
State Street Corporation July 2011 - December 2012
Campus Copies and Classical Notes May 2010 - June 2011
Phi Alpha Delta Law Fraternity, International September 2009 - June 2010
Campus Copies and Classical Notes August 2009 - May 2010
Phi Alpha Delta Law Fraternity, International September 2009 - December 2009
SanDisk July 2009 - September 2009
Ramakraas Garba September 2007 - September 2009
Skills
Customer Service, Leadership, Sales, Business, Microsoft Office, PowerPoint, Microsoft Excel, Research, Public Speaking, Microsoft Word, Data Analysis, Social Media, Time Management, Event Planning, Outlook, Bloomberg, Due Diligence, BlackRock Aladdin, Fixed Income, Derivatives, Accruals, Accounting, Management, Financial Analysis, Finance, Marketing, Training, Analysis, Investments, Banking, Mutual Funds, Process Improvement, Securities, Account Reconciliation, Teamwork, Access, Economics
Education
University of California, Davis 2007 — 2011
B.S., Managerial Economics
Bellarmine College Preparatory 2003 — 2007
High School Diploma
Target March 2013 - Present
Target November 2011 - March 2013
American Express March 2008 - October 2011
Green Dot Corporation June 2007 - March 2008
American Express Corporation June 2005 - June 2007
State Street Corporation June 2000 - July 2003
AMM Publications June 1999 - June 2000
Skills
Competitive Analysis, Marketing, Strategy, Leadership, Analytics, Product Management, Cross-functional Team..., Credit Cards, Direct Marketing, Customer Acquisition, Retail, Advertising, Loyalty Programs, Business Strategy, Marketing Strategy, Financial Services, Strategic Partnerships, E-commerce, Management, Strategic Planning, Project Management, Team Leadership, Product Development, Product Marketing, Sales
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Marketing & Finance
Tufts University 1995 — 1999
BA, Economics
JPMorgan Chase August 2014 - Present
JPMorgan Chase August 2014 - Present
State Street Corporation March 2006 - May 2014
State Street November 2003 - April 2006
Deutsche Asset Management June 1998 - April 2003
Scudder Investments 1998 - 2002
State Street Corporation April 1990 - June 1998
Skills
Mutual Funds, Middle Office, Financial Services, Alternative Investments, Back Office, Operations Management, Team Building, Asset Management, Investments, Fixed Income, Client Service, Change Management, Client Services, Hedge Funds, Securities, Process Improvement, Client Presentation, Global Markets, Corporate Actions, Management, Project Management, Process Automation, System Automation, Relationship Management, Ownership, Operational Excellence, Risk Management
Education
University of Massachusetts Boston
Bachelor of Arts, Economics
Watertown (MA) High School
Pactera US June 2013 - Present
Meridian Technologies September 2012 - May 2013
Idea September 2010 - September 2012
Mitchell/Martin, Inc. September 2009 - May 2010
Ajilon Consulting May 2005 - September 2009
Acsys Inc August 2004 - May 2005
HJ Heinz Co September 2003 - August 2004
Acentron Technologies September 2002 - September 2003
Bank of America Corporation September 2000 - September 2002
State Street Corporation November 1999 - September 2000
Skills
Business Intelligence, Relationship Management, Solution Selling, Strategy, CRM, Recruiting, Project Management, Account Management, Business Development, Outsourcing, Sales, Vendor Management, Business Analysis, Talent Acquisition, Management, Consulting, Sales Operations, Selling, Leadership, New Business Development, Negotiation, SDLC, Financial Services, Management Consulting, Networking, Banking, SaaS, LinkedIn, Social Networking, Professional Services, Finance, Enterprise Software, Salesforce.com, Cold Calling, Analytics, Business Process..., Technical Recruiting
Education
University of Maine 1995 — 1999
B.S. Business Administration, Finance
State Street Global Advisors April 2015 - Present
State Street May 2011 - April 2015
State Street Corporation July 2008 - May 2011
State Street Corporation September 2007 - July 2008
Meijer Inc July 2002 - August 2006
University of Kentucky 2004 - 2005
Skills
Bloomberg, Investments, Accounting, Analysis, Microsoft Excel, Mutual Funds, Management, Financial Services
Education
University of Kentucky 2001 — 2005
BBA, Finance/Economics
Overseas Adventure Travel/Grand Circle Corporation July 2008 - November 2008
Vantage Deluxe World Travel April 2008 - July 2008
State Street Corporation November 2006 - September 2007
Phillips Design Group May 2005 - July 2006
Overseas Adventure Travel/Grand Circle Travel September 1998 - September 2003
Cipriani Kremer Design/Arnold Advertising May 1995 - October 1998
Fitcorp November 1992 - July 1994
Ingalls, Quinn & Johnson Advertising September 1985 - September 1989
Education
University of Bridgeport 1973 — 1977
BFA, Graphic Design and Art History
State Street Corporation 2013 - Present
Skills
Program Management, Project Management, Risk Management, Vendor Management, Internal Controls, SDLC, Sarbanes-Oxley Act, Information Technology, IT Strategy
Education
The Institute of Chartered Accountants of India
Master's Degree, Chartered Accountant (ACA)
University of Mumbai
Bachelors,, Commerce and Information Technology
State Street October 2014 - Present
State Street Corporation January 2012 - Present
State Street Corporation June 2010 - January 2012
Designers’ Circle Jewelers December 2007 - May 2010
Skills
Management, Customer Service, Training, Investments, Mutual Funds, Time Management, Financial Services, Account Reconciliation, Microsoft Excel, PowerPoint, Outlook, Accounting, Microsoft Word, Event Planning
Education
University of Arizona 2005 — 2009
Bachelor of Arts Degree, Communication
Wells Fargo January 2011 - Present
Wells Fargo Bank January 2008 - 2010
Wells Fargo October 2007 - June 2008
Leo Burnett 2005 - 2007
Leo Burnett 2001 - 2006
State Street Corporation January 2000 - January 2001
The Salisbury School 2000 - 2000
Skills
Email Marketing, Integrated Marketing, Online Advertising, Digital Marketing, Direct Marketing, Strategy, Advertising, Creative Direction, Product Management, Marketing, Copywriting, Online Marketing, Segmentation, Cross-functional Team..., Marketing Management, Corporate Branding, Management
Education
Union College 1996 — 2000
Bachelor of Arts, English
Union College 1996 — 2000
Bachelor's degree
Clean Harbors October 2014 - Present
Clean Harbors Environmental Services November 2004 - October 2014
Clean Harbors November 2004 - September 2007
State Street Corporation September 2000 - November 2004
J.L. Hammet 1999 - 2000
Skills
General Ledger, Accounting, Financial Reporting, Variance Analysis, SEC filings, Sarbanes-Oxley Act, Account Reconciliation, Financial Analysis, Sarbanes-Oxley, Internal Controls, Auditing, Accounts Payable, PeopleSoft, Cash Flow, Financial Statements, Microsoft Excel, Access, Revenue Recognition, Journal Entries, Invoicing, Finance, Fixed Assets, SEC Filings
Education
University of Phoenix 2007 — 2010
Associates, Accounting
University of Maine 1998 — 1999
HubSpot March 2015 - Present
State Street Corporation December 2013 - March 2015
BIPAC October 2012 - December 2012
Respiratory Motion, Inc. May 2012 - September 2012
Respiratory Motion, Inc. May 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, Organization, Sales Process, Marketing Strategy, Market Research, New Hires, Team Building, Team Leadership, Cross-functional Team..., Team-oriented, Reasoning Skills, Deductive Reasoning, PowerPoint, Public Speaking, Economic Research, Technical Writing, Data Analysis, Data Entry, Salesforce.com, Social Media Marketing, Management, Teamwork, Leadership, Public Relations, Cold Calling, Marketing Communications, Sales, Social Media, Marketing, Social Networking, Facebook, Time Management, Networking, Event Planning, Consultative Selling, Business Development
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.), Resource Economics
Weston High School 2005 — 2008
SYBeventplanningservices (startup business) August 2015 - Present
State Street Corporation January 2014 - August 2015
UMass Boston January 2012 - December 2013
State Street June 2013 - August 2013
Citizens Bank September 2011 - June 2012
Skills
Social Media, Marketing, Event Planning, Social Networking, Data Analysis, Management, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Microsoft Office, Accounting, Customer Service, Public Speaking, Project Management, Intercultural Skills, Interpersonal..., Research, Statistics, Outlook, Teamwork, salesforce, CRM, Arabic, Leadership, Analysis, Financial Analysis
Education
Universidad de Sevilla 2013 — 2013
Bachelor’s Degree, International Marketing, Spanish
University of Massachusetts Boston 2011 — 2013
Bachelor’s Degree, College of management concentration in Marketing, 3.27
Public Consulting Group August 2015 - Present
Sun Life Financial August 2014 - August 2015
Sun Life Financial June 2012 - August 2014
Sun Life Financial May 2011 - June 2012
State Street Corporation August 2008 - August 2010
State Street Corporation June 2007 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Portfolio Management, Risk Management, Tactical Asset..., Financial Mgmt, Microsoft Excel, Smartview, Hyperion Essbase, Bloomberg, Essbase, Finance, Fixed Income, Investments, Financial Planning, Mutual Funds, Analysis, Financial Reporting
Education
University of Massachusetts Boston 2008 — 2010
MBA, Finance, Honors
University of Massachusetts Boston
Bachelor's Degree, Management / Finance, Honors / Summa Cum Laude
TIAA-CREF February 2015 - Present
PwC February 2014 - February 2015
HSBC October 2010 - February 2014
Bank of Tokyo-Mitsubishi August 2009 - October 2010
American Express September 2007 - January 2009
PricewaterhouseCoopers January 2004 - September 2007
State Street Corporation March 1999 - July 2001
Skills
Operational Risk..., Enterprise Risk..., Business Process..., Project Management, Operational Risk, Risk Management, Financial Risk, AML, Banking, Credit Risk, Basel II, Financial Services, Derivatives, Capital Markets, Anti Money Laundering, Compliance, Fund Administration, Investment Banking, Governance, Risk Assessment, Fixed Income, Equities
Education
The George Washington University - School of Business 2001 — 2003
Master of Business Administration, International Business and Strategy, 3.7 GPA
University of Massachusetts Dartmouth 1993 — 1997
Bachelor of Science, Management and Marketing
W.K. Kellogg Foundation January 2013 - Present
State Street Corporation September 2011 - 2012
Center for Social Policy February 2010 - 2012
William Monroe Trotter Institute, UMass Boston January 2006 - August 2011
Commonwealth Corps September 2008 - September 2009
Skills
Community Outreach, Policy Analysis, Public Policy, International Relations, Community Development, Fundraising, Policy, SPSS, Program Development, Government, Research, Project Management, Event Planning, Higher Education, Nonprofits, Program Management, Capacity Building, French, Haitian Creole, Grant Writing, Proposal Writing, Data Analysis, Grants, International..., Program Evaluation, Philanthropy, Project Planning, Qualitative Research, Public Speaking, Strategic Planning
Education
University of Massachusetts Boston 2005 — 2010
Bachelor of Arts, Economics, Political Science
SFA
University of Oxford
Barnabas Health 2012 - Present
State Street Corporation May 2005 - September 2011
Dreyfus Corporation July 2002 - May 2005
Salomon Smith Barney January 2002 - May 2002
Sovereign Bank January 2001 - January 2002
Skills
CPC-A
Education
Towson University 1998 — 2002
Bachelor of Science in Business Administration, Finance, GPA 3.52
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. July 2014 - February 2015
The William C. Dunkelberg Owl Fund January 2013 - May 2014
State Street Corporation June 2013 - August 2013
Abogados Law Offices December 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Capital IQ, Analysis, Financial Analysis, Public Speaking, Leadership, Teamwork, Research
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration, Finance and Accounting
PIMCO May 2012 - Present
Income Research & Management September 2008 - May 2012
State Street Corporation March 2007 - September 2008
Investors Bank & Trust August 2006 - March 2007
Skills
Derivatives, Fixed Income, Financial Services, Management, Portfolio Management, Settlement, Trading, Marketing, Investments
Education
Trinity University 2002 — 2006
BA, Economics
State Street Corporation November 2011 - Present
Mercer Global Investments December 2007 - November 2011
Children's Hospital Boston December 2005 - December 2007
Kelly Productions Entertainment June 2001 - June 2004
Quail Lodge Resort & Golf Club June 1998 - June 2000
Skills
Event Planning, Business Analysis
Education
University of Iowa 1993 — 1996
Santa Rosa Junior College - Semester Abroad Program, London 1991 — 1992
Natixis Global Asset Management March 2015 - Present
Fidelity Capital Markets August 2011 - March 2015
State Street May 2008 - July 2011
State Street Corporation June 2006 - May 2008
Brown Brothers Harriman & Co May 2004 - May 2006
State Street Corporation August 2003 - May 2004
Skills
Series 7, Operational Risk..., Prime Brokerage, Capital Markets
Education
Trinity College-Hartford 1999 — 2003
B.A., Political Science
Boston College High School 1995 — 1999
University of Galway
State Street Bank January 2003 - February 2009
State Street Corporation 1998 - December 2002
AT&T January 1977 - July 1998
Skills
Financial Services, Vendor Management, Data Center, IT Strategy, Business Strategy, Outsourcing, Business Analysis, Business Process, Program Management, CRM, Risk Management, Mutual Funds, VoIP, Executive Management, Fixed Income, IT Service Management, Strategic Planning, Infrastructure..., Governance, Enterprise Software, Information Technology, Equities, Asset Managment, Networking, Leadership, Infrastructure, Asset Management
Education
University of Maine 1966 — 1969
BA, Political Science
Mindful Play Media July 2014 - Present
RocketWeave LLC (fka BizRivet) August 2013 - Present
Kydaemos February 2011 - Present
Groove Analytics LLC February 2011 - September 2013
Self Employed March 2009 - February 2011
Verus Technology Solutions October 2002 - March 2009
Seligman Data Corp 2000 - 2002
State Street Corporation 1999 - 2000
Dean Witter Reynolds January 1992 - August 1995
Solano Cellars June 1988 - March 1989
Skills
SQL, Microsoft SQL Server, Software Development, SSIS, Databases, Agile Methodologies, Business Intelligence, Business Analysis, Data Warehousing, Data Analysis, Crystal Reports, Data Integration, Requirements Analysis, ETL, Data Modeling, Visual Basic, SDLC, Analytics, Business Process, Business Objects, OLAP, Analysis, Integration
Education
University of California, Berkeley 1984 — 1988
Bachelor of Arts (B.A.), English Language and Literature/Letters
Redwood HS 1982 — 1984
eBay Enterprise February 2015 - Present
PayPal March 2012 - February 2015
Big Brothers Big Sisters of Massachusetts Bay November 2012 - September 2014
Smarter Travel Media, LLC November 2010 - March 2012
HarbourVest Partners, LLC February 2009 - November 2010
State Street Corporation October 2007 - February 2009
Skills
PowerPoint, Excel, Word, Microsoft Office, Outlook, Salesforce.com, DART, Documentum, comScore, Analysis, Sales, Email Marketing, Microsoft Excel, Microsoft Word, Online Advertising, Leadership
Education
University of Connecticut 2003 — 2007
B.A., Political Science
Morgan Stanley October 2014 - Present
International Fund Services Ltd, A State Street Company April 2011 - October 2014
State Street Corporation May 2007 - April 2011
Skills
Bloomberg, Valuation, Fixed Income, Team Leadership, Hedge Funds, Derivatives, Account Reconciliation, Finance, Mutual Funds
Education
The College of New Jersey 2002 — 2006
Bachelors, Finance
Softub, Inc February 2012 - October 2012
Fiber Optic Center Inc December 2004 - April 2006
Groundwater Analytical Inc October 2002 - March 2003
State Street Corporation July 2001 - November 2001
Equiserve September 2000 - May 2001
Unicom March 1999 - August 2000
Skills
Computer Science, Computers, Computer Repair, Visual C++, Visual C#, JavaScript, NetBeans, Oracle SQL Developer, 3D Studio Max, Novell, Windows 7, Android, iOS, Software Installation, Game Development
Education
Talladega College 2006 — 2011
Bachelor of Applied Science (B.A.Sc.), Computer Science
New Bedford High School 1993 — 1997
Graduate, College/University Preparatory and Advanced High School/Secondary Diploma Program
Satyam 2008 - Present
Univ. of Medicine & Dentistry of NJ 2005 - 2008
Test Mastery Systems, Inc. 2002 - 2005
CMP Media 2000 - 2001
State Street Corporation 1998 - 2000
Caterpillar 1995 - 1998
Next Generation Research, Inc. 1989 - 1995
The Reich Group 1986 - 1988
James P. Murphy & Company 1984 - 1986
Skills
Market Research, Strategy
Education
Temple University - Fox School of Business and Management 1989 — 1992
Ph.D., Marketing, Business Administration, Group & Social Processes, Structural Modeling
Temple University - Fox School of Business and Management 1986 — 1989
M.S., Business Administration (Marketing Research program)
University of Pennsylvania - The Wharton School 1973 — 1982
B.S., in Economics, Marketing concentration
Lewis M, Cassar CPA, CA, MBA January 2013 - Present
State Street Corporation March 2003 - January 2013
Schulich School of Business September 2005 - December 2010
Office of the Superintendent of Financial Institutions Canada (OSFI)- Toronto September 1997 - March 2003
Deloitte & Touche 1978 - 1992
Skills
Global Regulatory..., Risk Management, Financial Analysis, Financial Risk, Banking, Financial Services, Management, Internal Controls, Internal Audit, Portfolio Management, Business Strategy, Accounting, Investments, Corporate Finance, Finance, Project Management, Strategic Planning, Policy, Financial Modeling, Valuation, Operational Risk, Derivatives, Credit Risk, Business Process..., Management Consulting, Project Planning, Analysis, Financial Reporting, Asset Management, Mergers & Acquisitions, Trading, Securities, Mutual Funds, Fixed Income, Strategic Financial..., Hedge Funds, Financial Planning
Education
Wilfrid Laurier University 2002 — 2004
M.B.A., Majored in Global Strategy, Leadership and Management of Change
The London School of Economics and Political Science (LSE) 1975 — 1978
B.Sc. (Hons) (Econ.), Economics with majors in Finance and Accounting
Institute of Chartered Accountants of Ontario
C.A.
General Dynamics American Overseas Marine June 2014 - Present
MenPar Holdings July 2013 - Present
General Dynamics American Overseas Marine July 2013 - June 2014
Electric Boat July 2011 - July 2013
GZA GeoEnvironmental, Inc January 2011 - April 2011
VPNE Parking Solutions June 2010 - August 2010
State Street Corporation June 2009 - August 2009
Applied Biosystems June 2008 - August 2008
Skills
Quality Management, Continuous Process..., Lean Six Sigma, Safety Management..., Environmental..., Engineering, Maritime Law, User Experience Design, 3D Studio Max, PTC Pro/Engineer, Modeling, MathCAD, AutoCAD, Civil Engineering, Construction, CAD, Structural Analysis, Structural Engineering, Inventor, Digital Photography, Finite Element Analysis, SAP2000, SolidWorks, Matlab, Construction Engineering, Revit, AutoCAD Civil 3D
Education
Tufts University 2007 — 2011
Bachelor of Science, Civil Engineering
Noble and Greenough School 2001 — 2007
Bentley University September 2013 - Present
Shaw's Supermarkets July 2009 - February 2015
State Street Corporation June 2014 - August 2014
Bentley University June 2014 - August 2014
Skills
Social Media, Microsoft Office, Peachtree, Windows 7, Windows 2000, Windows XP Pro, Windows Vista, SPSS, Foreign Languages, Public Speaking, Microsoft Excel
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Economics-Finance, Sophomore
Universidad de Chile 2015 — 2015
CIEE Santiago Chile - Business & Culture Study Abroad Program for Spring Semester
Hull High School 2008 — 2012
Cumulative GPA: 3.96
State Street April 2015 - Present
State Street April 2010 - Present
State Street December 2008 - April 2010
State Street May 2006 - December 2008
Inner City Scholarship Fund / Catholic Schools Foundation November 2005 - April 2006
State Street Corporation May 2004 - November 2005
Milton Academy February 2000 - June 2004
Stone & Webster January 1999 - January 2000
Skills
Change Management, Copy Editing, Writing, Project Planning, Event Planning, Program Management, Public Relations, Communications Strategy, Internal Communications, Non-profit..., Vendor Management, Corporate Communications, Strategic Communications, Newsletters, Public Speaking, Event Management, Budgets, Risk Management, Marketing, Nonprofits, Marketing Communications, Project Management, Leadership, Strategy, Business Strategy
Education
Bridgewater State College - Graduate School 2002 — 2006
MPA
Syracuse University 1995 — 1998
BS
US Securities and Exchange Commission March 2010 - Present
Putnam Investments April 2004 - December 2008
AMVESCAP, PLC/Atlantic Trust Company, N.A. January 2001 - January 2003
STATE STREET CORPORATION January 1994 - January 2001
SHAWMUT NATIONAL CORPORATION January 1988 - January 1994
ONE FEDERAL ASSET MANAGEMENT, INC January 1988 - January 1992
Skills
Strategy, Trading, Policy, Risk Management, Leadership, Training, Program Management, Securities, Asset Management, Mutual Funds, Series 7, FINRA, Project Management, Internal Audit, Executive Management, Management, Corporate Governance, Investments, Regulations, Finance, Process Improvement, Financial Services, Internal Controls, Investment Management, Testing, Corporate Law, AML, Enterprise Risk..., Asset Managment, Insurance, Alternative Investments
Education
University of Massachusetts Boston 1970 — 1974
Bachelor of Arts, sociology
American Red Cross July 2009 - Present
American Red Cross July 2009 - Present
State Street Corporation 1998 - 2001
Education
University of Denver 1967 — 1971
Avid Technology 2013 - Present
State Street Corporation 2009 - 2012
Skills
Project Management, Data Warehousing, SDLC, Business Analysis, Business Objects, Business Intelligence, Requirements Analysis, Visio, ETL, Enterprise Architecture, SQL, Cognos, Data Modeling, Vendor Management, Data Analysis, Unix, PMP, Software Project..., Requirements Gathering, Systems Analysis, Oracle, Business Process, Integration, Databases, SharePoint, Microsoft SQL Server, Agile Methodologies, Software Development, Database Design, Business Requirements, IT Strategy, Solution Architecture, PL/SQL, Data Migration
Education
The University of Dallas 2005 — 2007
MBA
State Street Corporation July 2007 - Present
Investors Bank & Trust April 2000 - June 2007
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Fund Accounting, Client Service
Education
Ontario Institute of Chartered Accountants
Chartered Accountant, Accounting, Audit & Tax
University of Illinois at Urbana-Champaign
Certified Public Accountant, Accounting
University of Toronto
Bachelor of Commerce, Majors in Accounting & Economics
State Street Corporation November 2012 - Present
State Street Corporation November 2007 - November 2012
Avidyne Corporation 2006 - 2007
HopeFound 2005 - 2006
Oxfam America 2003 - 2005
Skills
Employee Benefits, Deferred Compensation, Onboarding, Compensation, Succession Planning, Human Resources, PeopleSoft, Employee Relations, Talent Management
Education
The Heller School for Social Policy and Management at Brandeis University 2003 — 2005
MModal (Formerly CBaySystems (India) Pvt. Ltd. ) February 2011 - Present
State Street Corporation May 2007 - November 2007
Aberdeen Group, a Harte-Hanks Company 2006 - 2007
Infosys Technologies September 2000 - December 2005
Skills
SDLC, Requirements Analysis, .NET, C#, Microsoft SQL Server, WCF Services, Web Services, AJAX, JavaScript, Web Development, Windows Services, XML, Software Project..., WinForms, Visual Studio
Education
University of Kerala 1996 — 2000
B.Tech
Forrester Research March 2015 - Present
State Street Corporation April 2007 - June 2014
Brown Brothers Harriman April 2005 - April 2007
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Securities, Mutual Funds, Derivatives, Financial Services, Capital Markets, Securities Lending, Alternative Investments, Asset Management, Portfolio Management, Trading, ETFs, Trading Systems, Investment Banking, Collateral Management, Relationship Management, Building Relationships, Relationship Building
Education
Trinity College-Hartford 1993 — 1997
BA, Economics
Workday October 2013 - Present
SuccessFactors June 2011 - October 2013
KPMG August 2008 - May 2011
State Street Corporation February 2008 - August 2008
Kuhler & Associates February 2007 - April 2007
Skills
Revenue Recognition, SOX Compliancy, SEC filings, Technical Accounting..., International Business..., Team Management, Employee Training, Acquisition Integration, Introducing New Products, Auditing, SAP Business ByDesign, Mergers & Acquisitions, Accounting, CPA, Sarbanes-Oxley Act, US GAAP, Due Diligence, SAP, Financial Audits, GAAP, SEC Filings
Education
University of California, Irvine 2003 — 2007
B.S. and B.A., Mathematics, Economics
Janus Capital Group May 2011 - Present
Fannie Mae January 2006 - April 2011
The Seva Group October 2004 - September 2005
Investors Bank & Trust Company April 2001 - August 2004
State Street Corporation August 1996 - April 2001
Education
The George Washington University - School of Business 2006 — 2009
MBA, Finance
Villanova University 1992 — 1996
BSBA, Finance
State Street Corporation January 2006 - Present
Audax Group June 2000 - January 2006
Bank of New York Mellon April 1999 - June 2000
Trust Company of the West January 1998 - December 1998
Skills
Private Equity, Alternative Investments, Venture Capital, Fund Accounting
Education
Tufts University 1989 — 1994
Saugus High School
State Street Corporation July 2005 - Present
State Street Corporation January 2012 - Present
Mellon Financial April 2004 - June 2005
Ching-Ching Fashion Store January 1994 - February 1997
Skills
Bloomberg, Account Reconciliation, Financial Reporting, Financial Analysis, Accounting, Fund Accounting, Financial Modeling, Fixed Income, Valuation, Financial Accounting, IFRS, Investments, Visual Basic programming, Microsoft Word, Microsoft Excel, Microsoft SQL Server, Access, Strategic Financial..., Financial Services, Financial Statements, Risk Management, Accounts Payable, Visual Basic, Internal Controls, Analysis, Budgets, Finance, Auditing
Education
University of Massachusetts Boston 2000 — 2003
Bachelor of Science (BS), Management of information System & Finance
State Street Global Advisors September 2004 - Present
State Street Corporation 2001 - 2004
Skills
Bloomberg, Equities
Education
Union College 1997 — 2001
BA, Modern Languages
Pingree 1997 — 1997
BNY Mellon September 2015 - Present
BNY Mellon December 2011 - August 2015
BNY Mellon April 2008 - December 2011
State Street Corporation February 2006 - March 2008
Matrix Capital Group 2005 - 2006
Education
Temple University - Fox School of Business and Management 2002 — 2004
BBA, Finance
Cefam, Lyon School of Management, France 2000 — 2004
BA, International Business
State Street Corporation October 2008 - Present
State Street July 2007 - Present
State Street Corporation July 2007 - October 2008
First On Mars January 2001 - August 2007
WHYY June 2006 - August 2006
Education
Union College 2003 — 2007
BA, Economics
Masterman High School 1999 — 2003
Union College
Bachelor of Arts, Economics
State Street Corporation 2008 - Present
UBS Wealth Management 2002 - 2008
Skills
Securities, Privacy Law, Data Privacy, Corporate Governance, Legal Compliance, Financial Services, AML, Corporate Law, Securities Regulation, Regulations, Due Diligence, Financial Regulation, FINRA, Fraud, OFAC, Risk Management
Education
George Washington University Law School 1980 — 1983
J.D.
The Johns Hopkins University 1976 — 1980
B.A., International Studies
Brown University 2010 - Present
State Street Corporation 2004 - 2009
Fundtech Corporation 2000 - 2004
JPMorgan Chase 1995 - 1999
Massachusetts Department of Revenue 1987 - 1995
Skills
Identity Federation, Identity Management, SSO, Computer Security, Enterprise Software, Directory Services, Integration, LDAP
Education
State University of New York at Albany
B.A.
Yale University
M.A.
AssetMark May 2005 - Present
Wellington Management 2004 - 2005
State Street Corporation 2000 - 2004
Skills
Financial Services, Mutual Funds, Securities, Wealth Management, Series 63, Asset Management, Investment Advisory, Investments, Retirement, Series 6, Trading, Alternative Investments, Asset Allocation, Management, Retirement Planning, Risk Management, Equities, Portfolio Management, Series 7
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
State Street Corporation April 2008 - Present
State Street Global Advisors 1998 - 2008
Fidelity Investments 1994 - 1999
State Street Corporation 1995 - 1995
Bradford National Corp. 1978 - 1985
Skills
Securities Lending, Fixed Income
Education
The University of Connecticut
Bachelor of Sciences, Mathematics and Computer Science
Vertex Inc. October 2014 - Present
Morgan, Lewis & Bockius LLP October 2012 - April 2014
Capital Group October 2007 - July 2011
Interaction Associates September 2000 - June 2002
State Street Corporation 1999 - 2000
Genome Therapeutics Corporation 1992 - 1996
Skills
Requirements Gathering, Requirements Analysis, SQL, ITIL, SharePoint, Vendor Management, Agile Methodologies, Systems Analysis, Microsoft SQL Server, Software Project..., Process Improvement, Active Directory, Lotus Notes, Equities, Project Management, Change Management, Technical Support
Education
University of California, Berkeley 1986 — 1991
State Street Corporation March 2008 - Present
GE Capital December 2000 - February 2008
Skills
Bloomberg, Derivatives, Financial Analysis, Financial Modeling, Corporate Finance, Capital Markets, Mutual Funds, Fund Accounting, Investments, Banking, Asset Management, Business Analysis, Finance, Strategic Financial..., Portfolio Management, FX Options
Education
Trinity College, Dublin 1990 — 1994
B. S.S., Finance and Economics
Trinity College Dublin
U.S. Bank October 2014 - Present
U.S. Bank December 2013 - October 2014
MA Labs, Inc. February 2013 - October 2013
State Street Corporation 2011 - 2013
Skills
Account Reconciliation, Microsoft Excel, Financial Modeling, Analysis, Fixed Income, Financial Services, Fixed Income Analysis, Loan Servicing, Accounting, Financial..., Bank Loan and Portfolio..., Data Processing and..., SQL, Structured Finance, Bloomberg Terminal, Accounts Receivable, Sales
Education
University of Massachusetts Boston 2007 — 2011
Bachelor of Science, Accounting and Finance
Numeric Investors LLC March 2013 - Present
Numeric Investors LLC March 2013 - Present
State Street Global Advisors September 2008 - March 2013
State Street Global Advisors April 2006 - September 2008
TA Associates, Inc January 2005 - April 2006
State Street Corporation August 2004 - January 2005
Skills
Attribution, Hedge Funds, Equities, Securities, Fixed Income, Performance Measurement, Mutual Funds, Performance Attribution, Derivatives, Strategic Planning, Financial Analysis, Project Management, Business Analysis, Process Improvement, Pricing
Education
University of Maine
B.S, Business Administration-Finance
State Street Bank and Trust Company July 2014 - Present
State Street Bank January 2012 - July 2014
State Street Global Advisors September 2006 - January 2012
State Street Corporation January 2003 - September 2006
State Street Corporation October 1999 - January 2003
State Street Corporation January 1994 - October 1999
Skills
Financial Services, Securities Lending, Mutual Funds, Securities, Account Management, Client Services, Fixed Income
Education
University of Massachusetts Boston 1980 — 1987
B.S., Management
State Street Corporation 2006 - Present
Education
Syracuse University 1968 — 1972
BA, History
State Street Corporation February 2001 - Present
Boston Emergency Medical Services 1998 - 2001
Massachusetts Co-operative Bank 1996 - 1997
Foxboro National Bank 1990 - 1996
Winthrop Savings Bank (Advantage Bank) 1984 - 1990
Hibernia Savings Bank 1978 - 1984
Capitol Supermarkets 1970 - 1978
Skills
Process Improvement, Business Analysis, SDLC, Risk Management, Requirements Gathering, Financial Services, Banking, Visio, Requirements Analysis, Business Process...
Education
University of Massachusetts Boston 1990 — 1995
MBA, Business
Boston State College (now UMass Boston) 1973 — 1977
BS, Business and Mathematics
J.D. Power and Associates November 2011 - Present
Interview SOS Resume and Career Service June 2007 - Present
PRINCESS CRUISE LINE (A SUBSIDIARY OF CARNIVAL CORPORATION) January 2011 - October 2011
SOUTHERN CALIFORNIA COLLEGE OF OSTEOPATHIC MEDICINE (SCCOM) June 2010 - December 2010
GUITAR CENTER (BAIN CAPITAL) June 2009 - October 2009
US BANK CORPORATION August 2006 - August 2008
STATE STREET CORPORATION March 2005 - August 2005
Skills
Microsoft Excel, Financial Modeling, Analytics, Business Strategy, Financial Analysis, Valuation, Strategic Planning
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
University of Chicago 1995 — 1999
Bachelor of Arts (B.A.), Economics
Mercury Computer Systems June 2009 - Present
State Street Corporation 2001 - 2009
Compaq Computer Corporation 1998 - 2001
Digital Equipment Corporation 1984 - 1998
National Security Agency 1981 - 1984
Skills
Intellectual Property, Outsourcing, Procurement, Negotiation, Due Diligence, Legal Writing, Corporate Law, Contract Negotiation
Education
University of Baltimore School of Law 1976 — 1979
JD, Law
University of Pennsylvania 1972 — 1976
BA, History
Capricorn Investment Group LLC March 2014 - Present
State Street Corporation August 2009 - February 2014
UC Davis Medical Hospital August 2012 - December 2012
Morgan Stanley June 2006 - September 2006
Education
University of California, Davis
Bachelor's degree
Beijing Normal University
State Street Corporation July 2007 - Present
New England Aquarium 2010 - 2012
Investors Bank & Trust May 2001 - July 2007
Barclays Global Investors March 1999 - May 2001
Skills
Microsoft Excel
Education
London School of Economics and Political Science 1997 — 1998
Master of Science, Management
University of the Pacific 1993 — 1997
BA, International Relations with an emphasis in Economics
State Street Corporation December 2012 - Present
Federal Home Loan Bank of Boston January 2006 - December 2012
Bank of America (formerly Fleet Boston Financial and BankBoston) January 1998 - December 2005
HSBC December 1991 - December 1997
Bank One January 1991 - December 1991
Empire Federal Savings Bank of America June 1984 - December 1991
Skills
Fixed Income, Capital Markets, Derivatives, Risk, Banking, ALM, Risk Management, Investments, Credit, Financial Risk, Market Risk, Loans, Hedging, Portfolio Management, Cash Management, Credit Risk, Valuation, Credit Analysis, Equities, Structured Finance, Mergers & Acquisitions, Interest Rate..., Securities, Corporate Finance, Trading, Alternative Investments, Securitization, Financial Markets, Investment Banking, Finance, Hedge Funds, Financial Services, Liquidity Risk, FX Options, Counterparty Risk, Strategy, Interest Rate Risk..., Mortgage Lending, Liquidity Management, Mergers, Basel II, Visionary Thinking, Swaps, Financial Analysis, Commercial Banking, Funding, Structured Products, Treasury, Enterprise Risk..., Bloomberg
Education
University at Buffalo 1981 — 1983
MBA, Finance
University at Buffalo 1976 — 1980
BA, Political Science/English
State Street Corporation 2001 - 2009
State Street Bank March 2001 - December 2008
CSC 1987 - 2001
Education
UCLA Anderson School of Management 1975 — 1977
MBA, Marketing and Finance
University of Notre Dame 1971 — 1975
BBA, Marketing
State Street Corporation June 2012 - Present
State Street Corporation April 1999 - May 2012
State Street Corporation March 1998 - March 1999
State Street Corporation April 1994 - January 1995
State Street Corporation March 1987 - April 1988
Arthur Andersen & Company November 1985 - January 1987
Skills
Global Custody, Fixed Income, Fund Accounting, Bloomberg, Financial Services, Mutual Funds, Financial Analysis, Technical Recruiting, Valuation, Equities, Securities, Derivatives, Securities Lending, Middle Office, Corporate Actions, Process Improvement, Business Analysis, Market Data Vendor..., Reference Data
Education
University of Iowa 1981 — 1985
B.A. with Honors, Political Science/French
Blast Fitness August 2012 - Present
Consumers United Inc March 2011 - Present
Sarni’s of Greater Boston July 2010 - February 2011
Compass Realty Associates July 2009 - June 2010
Federal Reserve Bank January 2009 - June 2009
State Street Corporation May 2007 - December 2008
ARAMARK CORPORATION August 2004 - April 2007
Skills
General Ledger, Accounts Payable, Accounts Receivable, Variance Analysis, Accounting, Cost Accounting, Financial Accounting, Internal Controls, Cash Flow, Forecasting, Payroll, Auditing, Financial Statements, Accruals, Finance
Education
The University of Dallas 2004 — 2006
Masters, Business Administration, Accounting and Finance
University of Pune
Masters, Human Resources
University of Pune
Masters, Cost Accounting and Auditing
The University of Bombay
Bachelors, Business and Marketing
State Street August 2014 - Present
TJX April 2013 - July 2014
State Street Corporation August 2011 - March 2013
FedEx April 2011 - July 2011
Blue Cross Blue Shield September 2010 - March 2011
Skills
Test Planning, Quality Center, QTP, Test Management, System Testing, User Acceptance Testing, Regression Testing, Testing, LoadRunner, Test Strategy, Test Automation, Defect Tracking, Functional..., Black Box Testing, Databases, Requirements Analysis, Test Design, Quality Assurance, Software Documentation, Test Cases, Software Quality..., Requirements Gathering, SDLC, System Integration..., SQL, Manual Testing, Quality Control, Performance Testing, HP Quality Center, HP QTP
Education
The University of Texas at San Antonio 2007 — 2010
Master's degree, Mechanical Engineering
Acharya Nagarjuna University 2003 — 2007
Bachelor's degree
State Street Corporation November 2008 - Present
Investors Trust & Custodial Services August 2007 - October 2008
Investors Trust & Custodial Services April 2006 - August 2007
Quest Recruitment August 2005 - October 2006
Investors Fund Services March 2005 - August 2005
Investors Bank & Trust January 2005 - February 2005
Investors Bank & Trust May 2003 - January 2005
Investors Bank & Trust March 2002 - May 2003
Skills
Client Relationship..., Mutual Funds, Hedge Funds, Fund Of Funds, Fund Accounting, Alternative Investments, Client Service, Relation Management, Project Management, Fixed Income, Equities, Derivatives, Middle Office, Financial Services, Securities, Maintaining Strong..., New Business Development, Cross Selling
Education
Ulster University
Master of Science, Finance and Investment
Ulster University
Bachelor of Arts (Hons, Accounting
Townsend BMW May 2011 - Present
Contemporary Mitsubishi January 2010 - April 2011
First Care August 2007 - November 2009
State Street Corporation August 2006 - July 2007
Skills
Office Administration, Financial Analysis, Healthcare Management, Sales, Fund Accounting, Corporate Actions, Management, Internet Recruiting, Microsoft Office, Medical Billing, Marketing, Medical Records, Contract Negotiation
Education
University of Alabama 2002 — 2006
B.S., Finance
University of Alabama 2002 — 2006
Bachelor of Science Degree, 2006; Finance; Accounting, Economics, Finance
State Street Corporation 2009 - Present
Wellington Management January 2009 - June 2009
Wellington Management July 2007 - January 2009
Wellington Management April 2005 - July 2007
Wellington Management January 2000 - April 2005
Wellington Management June 1998 - January 2000
Putnam Investments September 1997 - June 1998
Putnam Investments April 1995 - September 1997
Putnam Investments October 1993 - April 1995
Putnam Investments August 1992 - October 1993
Education
University of Massachusetts Boston
BS, Business
Ernst & Young September 2013 - Present
Squar Milner January 2013 - April 2013
FEC Ginseng & Marine Products January 2011 - December 2012
Caridan Marketing Labs September 2009 - December 2010
State Street Corporation March 2009 - August 2009
Hewlett-Packard December 2006 - December 2008
First American Financial Corporation (Corelogic) June 2007 - December 2007
Morgan Stanley Smith Barney November 2006 - May 2007
Dr. Lingfang Li eBay Research Project June 2006 - February 2007
Northwestern Mutual September 2005 - March 2006
Skills
Business Development, Microsoft Excel, Financial Analysis, Accounting, Auditing, Financial Reporting
Education
University of California, Los Angeles Extension 2012 — 2013
Certificate in Accounting
University of California, Irvine 2004 — 2008
Bachelor of Arts, Economics; Psychology; Business Management
Alhambra High School 2000 — 2004
Seventh Generation 2015 - Present
H.J. Heinz Company 2014 - 2015
H.J. Heinz Company 2013 - 2014
H.J. Heinz Company 2011 - 2013
H.J. Heinz Company 2010 - 2010
Cambridge Associates 2005 - 2009
State Street Corporation 2004 - 2004
Skills
Customer Insight, Competitive Analysis, Consumer Products, Brand Management, Product Innovation, Consumer Marketing, Consumer Behaviour, Digital Marketing, Marketing Strategy, Marketing Research, Microsoft Excel, Market Analysis, Leadership
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
Master of Business Administration
Trinity College-Hartford 1999 — 2003
BA
The University of Queensland 2001 — 2001
Semester Abroad
Brooks School 1995 — 1999
Graduated Cum Laude
Mooney, Green, Saindon, Murphy & Welch May 2013 - Present
Mooney, Green, Saindon, Murphy & Welch August 2012 - May 2013
Public Justice Advocacy Clinic January 2012 - May 2012
Service Employees International Union September 2011 - April 2012
U.S. Department of Labor May 2011 - August 2011
National Labor Relations Board January 2011 - April 2011
American Red Cross National Headquarters June 2010 - August 2010
State Street Corporation November 2008 - July 2009
State Street Corporation May 2007 - October 2008
Vovan & Associés September 2005 - December 2005
Skills
Employment Law, Legal Writing, Employee Benefits, Legal Research, Labor Law, ERISA, Administrative Law, Lexis, International Law
Education
The George Washington University Law School 2009 — 2012
JD
University of Rochester 2003 — 2007
BA
ADP May 2013 - Present
Citi November 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - November 2012
Bank of America February 2006 - June 2011
State Street Corporation June 2004 - February 2006
Wellpoint Anthem 2005 - 2006
Skills
SDLC, Quality Center, SQL, Requirements Analysis, Agile Methodologies, Unix, Oracle, QTP, Software Project..., XML, Data Warehousing, Microsoft SQL Server, Test Planning, Software Quality..., Java, HP Performance Center, Performance Tuning, Weblogic, Test Automation, Capacity Planning, WebLogic
Education
Texas A&M University
Master's degree
Texas A&M University-Kingsville
Masters of Science
State Street Corporation October 2007 - May 2010
Maine Bank and Trust May 2004 - August 2007
Concierge Desk, Marvin Center at GW University May 2005 - May 2007
The George Washington University January 2004 - May 2004
Baldacci for Governor June 2002 - August 2002
Education
The George Washington University 2003 — 2007
Bachelor of Arts, Political Science, Political Science, Sociology
University of Sussex 2005 — 2006
Political Science, International Political Economy
IBM November 2012 - Present
State Street Corporation June 1997 - Present
State Street 1995 - 1997
State Street 1989 - 1995
Crosby Valve and Gage Company 1988 - 1989
Cullinet Software 1983 - 1987
Skills
Integration, Operating Systems, Enterprise Software, Architecture, System Deployment, Business Analysis
Education
University of Massachusetts Boston 1978 — 1982
BS, Biology
Eagle Investment Systems February 2011 - Present
State Street Corporation March 2010 - February 2011
State Street Corporation January 2007 - February 2010
Mellon Analytical Solutions 2004 - 2007
Mellon Global Securities Services 1999 - 2004
Education
University of Connecticut 1995 — 1999
BA, Economics
Eaton Vance September 2011 - Present
Ropes & Gray LLP September 2007 - August 2010
State Street Corporation September 2002 - August 2004
Ernst & Young November 2000 - September 2002
Saltmarsh, Cleaveland & Gund August 1999 - November 2000
Education
Boston University School of Law 2004 — 2007
J.D.
University of West Florida - College of Business 1996 — 1999
B.A., Accounting
Universität Bielefeld 1997 — 1998
Aussenwirtschaft (International Business)
Massachusetts General Hospital Professional Billing Office September 2010 - Present
State Street Corporation October 2007 - September 2010
East Boston Savings Bank January 2006 - October 2007
Skills
Accounting, Bloomberg Terminal, Banking, Account Reconciliation, Finance
Education
University of Massachusetts Boston 2003 — 2007
Bachelor's Degree, Business Management & Marketing
Bank of America August 2015 - Present
Bank of America June 2012 - August 2015
Bank of America/Compass Group May 2011 - June 2012
Wells Fargo Insurance Services November 2010 - May 2011
Cambridge Associates, LLC September 2009 - September 2010
Massachusetts General Hospital for Children February 2009 - September 2009
Wellington Management Company, LLP May 2006 - December 2008
State Street Corporation December 2003 - May 2006
Skills
Event Planning, Meeting Planning, Fine Dining, Scheduling, Contract Management, Logistics, Compliance, Team Supervision, Accounting, Process Improvement, Management, Process Scheduler, Supervising, Budgets, Interviews, Human Resources, Recruiting, Training, Teamwork, Project Management, Negotiation, Employee Relations, Finance, Leadership
Education
State University of New York at Buffalo 1999 — 2003
B.A., Communication
Toys "R" Us, Inc August 2014 - Present
Toys R Us February 2014 - August 2014
Toys R Us October 2010 - February 2014
TCNJ Mailing and Receiving Services January 2007 - April 2010
State Street Corporation May 2009 - August 2009
Martell's Tiki Bar May 2008 - August 2008
Mikasa June 2007 - January 2008
Skills
General Ledger, Research, SEC filings, Sarbanes-Oxley Act, Equities, US GAAP, Financial Analysis, Financial Reporting, GAAP, Microsoft Excel, Revenue Recognition, Auditing, Financial Statements, SEC Filings, PowerPoint, Account Reconciliation, CPA, Accounting, Financial Accounting, Internal Controls
Education
The College of New Jersey 2006 — 2010
BS, Accounting
Commonwealth of Massachusetts December 2014 - Present
Roxbury Resource Center February 2014 - February 2015
Liberty Tax Service September 2010 - January 2014
State Street Corporation June 2011 - November 2011
Dorchester Municipal Court January 2010 - May 2010
University of Massachusetts Lowell September 2008 - August 2009
Skills
Community Outreach, Mediation, Higher Education, Non-profits, Public Policy, Policy Analysis, Conflict Resolution, Politics, Program Development, Public Speaking, International Relations, Workshop Facilitation, Fundraising, Leadership Development, Program Evaluation, Qualitative Research, Organizational..., Volunteer Management, Social Services, Psychotherapy, Teaching, Political Science, Event Planning, Income Tax, Corporate Tax, Tax Returns
Education
University of Massachusetts Boston 2009 — 2012
Certificate, Peace Studies and Conflict Resolution
2005 — 2009
Bachelors, Political Science
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2008 — 2008
Studies in NAFTA/Americas Honors Program
Université Paris Sorbonne (Paris IV) 2008 — 2008
Studies in French Grammar, Art HIstory, and Political Science
John D Obryant high School 2001 — 2005
High School Diploma
Breeze (joinbreeze.com) March 2015 - Present
Backupify February 2014 - March 2015
SCS Financial January 2012 - July 2013
State Street Corporation December 2010 - June 2011
Apple September 2009 - November 2010
Skills
Investments, Financial Modeling, Hedge Funds, Bloomberg, Portfolio Management, Asset Management, Equities, Research, Alternative Investments, Excel, Asset Allocation, Economic Policy, Ruby on Rails, Ruby, PostgreSQL, JavaScript, Ember.js, D3, Git
Education
Northeastern University 2009 — 2012
Bachelor of Science Degree, Finance & Psychology
London School of Economics and Political Science 2011 — 2011
Continuing Education
Town of Breckenridge October 2010 - Present
Trilogy Global Advisors October 2007 - October 2008
State Street Corporation October 2006 - August 2007
Education
University of Illinois at Chicago 2004 — 2005
MBA, Marketing and Management
University of Iowa 1995 — 1999
Finance, Business
Atlantic Commercial Real Estate, LLC 2012 - Present
State Street Corporation 2004 - 2010
TA Associates Realty Advisors 1998 - 2002
Education
The University of Connecticut
MBA
The University of Connecticut School of Business
BS, Real Estate Finance
American Tower Corporation 2009 - 2011
State Street Corporation February 2007 - June 2009
Education
The University of Connecticut 2002 — 2006
Bachelor of Science, Human Development and Family Studies
Duxbury high school 1998 — 2002
Fesarius Capital LLC November 2009 - Present
PROGRESS APAMA July 2007 - November 2009
STATE STREET CORPORATION March 2006 - June 2007
MANAGEMENT INFORMATION TECHNOLOGY, INC. March 2003 - March 2006
JPMorgan Chase 2001 - 2003
The Chase Manhattan Bank 1996 - 2001
Chemical Bank 1993 - 1996
PROVIDENT INSTITUTIONAL MANAGEMENT CORPORATION February 1992 - June 1993
SALOMON, INC November 1991 - February 1992
Skills
Low Latency, Exchange Connectivity, Interest Rate..., Electronic Trading, C++, Market Data, Fixed Income, Trading, Program Trading, Proprietary Trading, Market Making, Statistical Arbitrage, ISDA, Straight Through..., Shell Scripting, FIX, Market Risk, FX Options, Quantitative Finance, Derivatives, Options, FX trading, Rates, Financial Markets, Portfolio Management, Unix, Equities, Back Office, Middle Office, Hedge Funds, Risk Management, Capital Markets, Commodity, Bloomberg, Foreign Exchange, Investment Banking, Trading Systems, Business Analysis, Equity Derivatives, SQL, SDLC, Financial Services, Java
Education
The University of Memphis
BS, ELECTRICAL ENGINEERING
Hollister Staffing August 2015 - Present
State Street March 2014 - August 2015
State Street Corp January 2013 - March 2014
State Street Corp September 2011 - March 2014
State Street Corporation April 2010 - September 2011
Brown Brothers Harriman March 2010 - April 2010
Campaign for Working Families February 2008 - May 2008
Temple University September 2007 - December 2007
Skills
Fixed Income, Management, Portfolio Management, Account Reconciliation, Mutual Funds, Financial Services, Investments, Equities, Trading, Securities, Bloomberg, Financial Analysis, Fund Accounting, Derivatives
Education
Temple University 2003 — 2009
Bachelor of Business Administration (BBA), Accounting, 3.14