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
Direct Media USA June 2012 - Present
State Street Corporation June 2011 - June 2012
Growing Places Early Childhood Learning Center September 2008 - May 2011
Order of Omega National Honor Society March 2010 - March 2011
Liberty Mutual June 2010 - September 2010
Skills
PowerPoint, Data Analysis, Excel, Business Analysis, Financial Analysis, Business Strategy, Customer Relations, Social Media, Social Networking, Customer Service, Leadership, Microsoft Excel, Mathematics, Multimedia, Organization, Problem Solving, Strategic Planning, Qualitative Research, Teachers, YouTube, Microsoft Office
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
BS Business Administration, Finance option with Economics minor
whs
Deutsche Bank July 2015 - Present
USA Hockey October 2006 - Present
Danbury Arena August 2008 - January 2015
State Street Corporation September 2013 - December 2014
Newtown Savings Bank May 2013 - January 2014
Brookstone May 2013 - August 2013
Northwestern Mutual May 2011 - January 2013
Wesco Sports Center October 2009 - August 2011
Vector Marketing March 2011 - July 2011
Skills
Insurance, Ice Hockey, Sports Coaching, Sports, Value Based Selling, Strategic Selling, Communication Skills, Leadership, Sports Marketing, Direct Sales, Time Management, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Selling, Customer Service, Sales, Communication, Sports Management, Ticket Sales, Microsoft Word, Social Networking, Teamwork, Marketing, Strategic Planning, Team Building, Finance, Team Leadership, Facebook, Research, Training, Data Analysis, Financial Services, Financial Analysis, Coaching
Education
University of Massachusetts, Amherst 2012 — 2015
Bachelor of Arts (B.A.), Economics, Legal Studies (Duel Degree)
Western Connecticut State University 2010 — 2012
Business Administration and Management, General
AMC Theatres May 2012 - Present
State Street Corporation September 2011 - April 2012
Bank of Blue Valley October 2006 - November 2011
Skills
Fund Services, Risk Management, Mutual Funds, Accounting, Financial Services, Portfolio Management, Sales & Use Tax, Real Estate Tax Appeals, Property Tax, Business License, Unclaimed Property, Sales, Account Reconciliation, Microsoft Excel
Education
University of Missouri-Kansas City 2010 — 2012
Bachelor of Business Administration, Finance
Universal Service Administrative Company October 2006 - September 2013
The Gillette Company (acquired by Procter & Gamble) August 2003 - August 2006
State Street Corporation June 2001 - June 2003
Harcourt General October 1999 - September 2000
BankBoston (acquired by FleetBoston) June 1997 - August 1999
BankBoston (acquired by FleetBoston) January 1996 - June 1997
Liberty Mutual Insurance Company January 1994 - December 1995
Skills
Performance Development, Financial Preparation..., Operations Management, Process Improvement, Relationship Management, Corporate Budgeting, Project Management, Financial Analysis, Analysis, Financial Modeling, Internal Controls, Financial Accounting, Performance Improvement, Accounting, Auditing
Education
Boston University Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Finance & Investments
University of Massachusetts Boston 1991 — 1995
Bachelor of Science (BS), Accounting
RevChain Solutions (Formerly, FTS, Inc.) January 2011 - Present
FTS, Inc. (Formerly Viziqor Solutions) December 2005 - December 2010
Viziqor Solutions (Formerly Daleen Technologies, Inc.) May 2004 - November 2005
Daleen Technologies, Inc. August 2003 - May 2004
State Street Corporation March 2001 - June 2003
Putnam Investments July 2000 - March 2001
Putnam Investments June 1999 - July 2000
Putnam Investments December 1997 - June 1999
Skills
CRM, Telecommunications, Software Project..., Pre-sales, Billing Systems, Product Demonstration, Business Analysis, User Acceptance Testing, RFI, Databases, Software Development, Oracle, Troubleshooting, Team Leadership, Agile Methodologies, Quality Assurance, VoIP, Contract Negotiation, Social Skills, Email Marketing, Social Media Marketing, Business Development, Client Liaison, Technical Product...
Education
Miami Dade College
Associate's Degree, Translation/Interpretation Studies
University of Phoenix
BSBM, Business Management
State Street Corporation June 2015 - Present
Atkins Investment Group August 2013 - Present
Harbour Capital Corporation May 2014 - May 2015
Converse May 2013 - August 2013
Pax World Funds January 2013 - June 2013
University of New Hampshire June 2012 - May 2013
Medicus Healthcare Solutions August 2011 - August 2012
Skills
Microsoft Office, Social Media Marketing, Product Marketing, Databases, PowerPoint, Social Media, Customer Service, Microsoft Excel, Market Research, Social Networking, Access, Research, Team Leadership, HTML, Analysis, Sales, Leadership, Cold Calling, Economics, Financial Analysis, Accounting
Education
University of New Hampshire 2011 — 2015
Accounting and Finance
Pinkerton Academy 2007 — 2011
University of New Hampshire Whittemore School of
Business; Economics
Alex and Ani LLC March 2013 - Present
Wipro Technologies August 2007 - December 2011
State Street Corporation March 2007 - August 2007
Eastern Bank October 2004 - December 2006
Skills
Business Analysis, Test Planning, SQL, Regression Testing, Test Strategy, SDLC, Software Quality..., Business Requirements, Retail Banking, Functional Requirements, Waterfall, Reference Data, Accounting, Financial Instruments, Project Management, Offshore Management, Global Delivery, UAT coordination, Lean Fundamentals
Education
University of Mumbai 1999 — 2003
Master's degree, Banking and Corporate Finance
City of Cambridge January 2009 - Present
State Street Corporation May 2005 - December 2008
Skills
Communication, Analysis, Project Management, Community Outreach, Policy, Program Management, Fundraising, Accounting, Process Improvement, Financial Analysis, Microsoft Office, Access, Microsoft Excel, Nonprofits, Public Speaking, Microsoft Word, PowerPoint, Financial Reporting
Education
Cambridge Rindge & Latin High School 1995 — 1999
High School Diploma
University of Massachusetts, Amherst
DRC Tax Service January 2010 - Present
Ferrellgas, L.P July 2007 - December 2009
BKD, LLP October 2005 - January 2006
Waddell & Reed Financial, Inc January 2000 - May 2004
Deffenbaugh Industries, Inc February 1998 - January 2000
State Street Corporation October 1996 - February 1998
Skills
Accounting, Finance
Education
University of Missouri-Kansas City 1998 — 2002
Master's of Science in Accounting with Taxation Focus, Accounting/Tax
William Jewell College
Bachelors of Science, Accounting
Syntel July 2014 - July 2015
State Street Corporation April 2015 - June 2015
Humana December 2014 - February 2015
iGATE December 2010 - July 2014
iGATE May 2010 - November 2010
Capgemini August 2009 - May 2010
Siemens November 2005 - June 2007
Skills
ITIL, ITSMF, Infrastructure..., Managed Services, Requirements Analysis, Integration, Operating Systems, Six Sigma, Lean Facilitation, Active Directory, VMware, Application Discovery, Application Packaging, Gap Analysis, Proposal Support, SOW, ITIL v3 Foundations..., Six sigma certified, Windows 7 Migration, Quality Assurance, Software Documentation, IT Service Management, SDLC, Infrastructure, Business Analysis, Service Delivery, Solution Architecture, Management, Project Management, Vendor Management
Education
Mumbai University 2002 — 2005
Bachelor of Engineering (BE), Information Technology, First
University of Mumbai 1999 — 2002
Diploma in Computer Engineering, High School/Secondary Diplomas and Certificates, Diploma in Computer Engineering
St. Xaviers High School, Mumbai
Wellesley College Investment Office May 2014 - Present
CIRCOR International, Inc. February 2011 - March 2013
State Street Corporation 2008 - 2010
State Street Corporation 2004 - 2007
State Street Corporation 2000 - 2004
Global Telephone Corporation 1999 - 2000
Global Telephone Corporation 1995 - 1999
Skills
Team Leadership, Process Improvement, Employee Relations, Relationship Management, Talent Acquisition, Risk Management, Performance Management, Human Resources, Recruiting, Organizational..., Talent Management, Change Management, Employee Benefits, Strategic Planning, Team Building, Strategy, Training
Education
University of New Hampshire 1988 — 1992
BA, Communications
State Street Corporation June 2015 - Present
State Street August 2014 - Present
Education
Umass Boston 2013 — 2015
Bachelor's degree, Accounting
University of Massachusetts Boston 2013 — 2015
Bachelor's degree, Accounting
BHCC 2011 — 2013
Associate's degree, Business Administration
Santander Bank, N.A. September 2014 - Present
Liberty Mutual Group October 2008 - September 2014
Liberty Mutual Group November 2005 - October 2008
State Street Corporation August 2003 - November 2005
Skills
Accounting, Reinsurance, Analysis, Insurance, Reconciliations, Financial Analysis, Excel, Word, Microsoft Office, Variance Analysis, Microsoft Excel, Financial Statements, Microsoft Word, Internal Controls, Account Reconciliation
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelors, Economics
Girl Scouts of Eastern Massachusetts September 2014 - Present
x April 2013 - Present
State Street Corporation April 1991 - April 2013
Bank of New England 1981 - 1991
Skills
Public Speaking, Fixed Income, Strategic Planning, Mutual Funds, Fund Accounting, Equities, Global Custody, Financial Services, Mergers & Acquisitions, Strategy, Leadership, Investments, Finance, Securities, Management, Hedge Funds, Governance, CRM, Portfolio Management, Fund Administration, Alternative Investments, Derivatives, Bloomberg, Capital Markets, Fund Of Funds, Corporate Actions, Middle Office, Investment Management, ETFs, Securities Lending
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA), Accounting
Cerner Corporation December 2014 - Present
Cerner Corporation May 2012 - November 2014
State Street May 2011 - May 2012
State Street Corporation August 2010 - April 2011
State Street Corporation January 2009 - July 2010
Ace Mortgage Funding August 2008 - October 2008
Skills
Financial Reporting, Finance, Cash Flow, Mutual Funds, Financial Accounting, Investments, Financial Statements, Financial Services, Valuation, Account Reconciliation, Financial Modeling
Education
University of Missouri-Columbia, College of Business 2004 — 2008
Bachelor of Science, Business Administration; Marketing
Thermo Fisher Scientific August 2015 - Present
Aerotek July 2014 - July 2015
Aerotek November 2013 - July 2014
State Street February 2013 - November 2013
State Street Corporation May 2010 - February 2013
State Street Corporation June 2009 - August 2009
Skills
Microsoft Office, Recruiting, Team Building, Networking, Social Marketing, Franchising, Staffing Services, Contract Recruitment, Customer Service, Management, Account Reconciliation, Accounting, Public Speaking, Interviews, Bloomberg Terminal, Microsoft Excel, Securities, QuickBooks, Training, Time Management, Microsoft Word, Technical Recruiting, Temporary Placement
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts (BA)
International Fund Services (a State Street Company) March 2008 - Present
State Street Corporation 2008 - Present
International Fund Services 2008 - Present
KIM L WESTBROOK, LLC January 2007 - December 2008
Management Consulting at MetLife 2007 - 2007
IFS 2006 - 2006
JPMC August 2000 - November 2005
Skills
Management, Entrepreneurship, PMO, Project Management, Risk Management, Business Process..., SDLC, Business Analysis, PMP, Process Improvement, Program Management, Requirements Analysis, MS Project, IT Management, Project Portfolio..., Analysis, Banking, Management Consulting, Portfolio Management, Financial Services, Disaster Recovery, Business Strategy, IT Strategy, Agile Project Management, Agile Methodologies, Financial Reporting, Resource Management, Coaching, Project Delivery
Education
University of Phoenix 2003 — 2007
Sonus June 2015 - Present
Nuance Communications July 2014 - May 2015
State Street Corporation January 2014 - July 2014
Fleetmatics October 2013 - November 2013
Engineering Planning and Management September 2013 - September 2013
Berkshire Dining Commons February 2012 - February 2013
Skills
•Ability to use..., •Knowledge of..., •Knowledge of complex..., •Exceptional..., •Excellent..., Equities, Valuation, Economics, Fixed Income, Financial Analysis, Capital Markets, Investment Banking, Derivatives, Bloomberg Terminal, Equity Research, Investments, Corporate Finance, Financial Modeling, Equity Valuation, Financial Markets, DCF, Emerging Markets, Business Valuation
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration, Finance
Brockton High School August 2012 - Present
Brockton Public School January 2011 - Present
Bridgewater State University August 2010 - July 2013
Bridgewater State University August 2010 - December 2011
Boston Public School Department January 2009 - December 2009
Fidelity Investments, Investment RE Group February 2006 - December 2008
Fidelity Investments, Investment RE Group February 2005 - December 2008
Brockton Public School Department September 2002 - June 2004
State Street Corporation September 1998 - April 2002
Infectious Disease Division August 1989 - November 1996
Education
Cambridge College
CAGS, Educational Leadership
Bridgewater State University 2009 — 2011
M.Ed, School Counseling
UMass Boston 2001 — 2004
B.A., Africana Studies and English
Walker & Dunlop December 2014 - Present
State Street Corporation June 2014 - December 2014
State Street Corporation August 2012 - June 2014
Skills
Teamwork, Time Management, PowerPoint, Microsoft Excel, Customer Service, Interpersonal Skill, Leadership, Financial Analysis, Microsoft Office, Mutual Funds, Bloomberg Terminal, Data Analysis, Fund Administration, Outlook, Survey Research, Event Planning, Bloomberg, Access, Telephone Skills, Fund Accounting, Spreadsheets, Analysis, Recruitments, QuickBooks, Data Entry, Research
Education
University of Massachusetts Boston 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General, 3.5/4.0
State Street April 2015 - Present
State Street Corporation 2013 - Present
Education
University of Massachusetts Dartmouth 1983 — 1987
Bedford High School 1979 — 1983
Goldman Sachs 2015 - Present
State Street Corporation 2013 - 2015
State Street Corporation 2008 - 2013
State Street Corporation 2001 - 2008
State Street Corporation 1998 - December 2001
Skills
Equities, Mutual Funds, Financial Services, Fixed Income, Enterprise Architecture, GRID Technology, Cloud Technology, Infrastructure, Virtualization, Management, Unix, Grid Computing, Disaster Recovery, Securities, Business Analysis, Cloud Computing, SDLC, Project Management
Education
University of Massachusetts, BS, MS, Graduate Certifications in Network Security & System Modeling
Bachelor of Science (B.S.), Information Technology
University of Massachusetts, BS, MS, Graduate Certifications in Network Security & System Modeling
Master of Science (M.S.), Information Technology
University of Massachusetts, BS, MS, Graduate Certifications in Network Security & System Modeling
Graduate Certification, System Modeling & Management, Information Technology
University of Massachusetts, BS, MS, Graduate Certifications in Network Security & System Modeling
Graduate Certification, Network Security, Information Technology
HengTian Services LLC and Insigma Hengtian Software Ltd. 2006 - Present
State Street Corporation September 1987 - August 2003
Philadelphia National Bank September 1973 - December 1985
Education
University of Missouri-Kansas City 1972 — 1973
MA, Russian History
University of Pennsylvania 1966 — 1969
BA, Political Science and History
VMTurbo June 2012 - Present
Liberty Mutual March 2010 - June 2012
State Street Corporation July 2008 - April 2010
Education
University of Massachusetts Dartmouth 2004 — 2008
Nexage October 2011 - July 2014
Eighty8 Ideas March 2011 - October 2011
Independent Consulting February 2010 - October 2011
Healing Center Development/Travel December 2008 - February 2010
Koko Fitness November 2005 - November 2008
Koko Fitness 2005 - 2008
Koko Fitness 2005 - 2008
Outward Bound/Telluride August 2003 - October 2005
State Street Corporation November 1997 - July 2003
Skills
Scrum, Product Management, Business Analysis, Process Engineering, Business Strategy, Mobile, Product Development, SaaS, Product Strategy, Product Marketing, Agile, Start-ups, Mobile Devices, Software Project..., Project Management, Agile Methodologies, Mobile Applications, Go-to-market Strategy, E-commerce, Software Development, Strategy, Strategic Partnerships, Cloud Computing, Change Management, Analytics, Leadership, User Experience, Management, Competitive Analysis, Team Leadership, Mobile Technology, Requirements Analysis, Quality Assurance, Mobile Marketing, Mobile Internet, Agile Project Management, Entrepreneurship, Analysis, Business Development, Integration, Enterprise Software, Program Management
Education
University of Massachusetts, Amherst 1992 — 1997
BS, Civil Engineering; Environmental Engineering
Lavender Blue Quilting January 2013 - Present
Lavendar Blue Bookkeeping June 2010 - Present
Snowflake Animal Rescue January 2013 - June 2013
S&A Cherokee September 2006 - January 2011
State Street Corporation 1998 - 2004
Skills
Accounting, Invoicing, QuickBooks, Software Documentation, Bank Reconciliation, Accounts Receivable, General Ledger, Accounts Payable, Tax Preparation, Nonprofits, Data Entry, Financial Statements
Education
University of North Carolina at Wilmington 1977 — 1981
Bachelor of Arts (BA), Biology, General
State Street August 2014 - Present
State Street January 2012 - August 2014
State Street Corporation October 2009 - December 2011
Massachusetts Department of Health and Human Services February 2009 - February 2010
Boston Financial Data Services August 2007 - May 2008
State Street Corp June 2003 - July 2007
State Street Corp June 2000 - May 2003
Skills
PMP, Business Analysis, Project Management, Enterprise Risk..., Regulatory Requirements, Basel II, Basel III, Dodd-Frank, LCR
Education
University of Massachusetts Dartmouth 1994 — 1999
Bachelor of Science, Marketing
State Street February 2014 - Present
IBM June 2012 - February 2014
State Street January 2011 - June 2012
State Street Corporation July 2007 - January 2011
Skills
Incident Management, HP NonStop, Open VMS, Desktop Support, SQL, Autsys Scheduling, Technical Writing, Client Relationship..., BMC Remedy, Windows Server, Process Improvement, Process Scheduler, Technical Support, Disaster Recovery, Data Center, CRM, Troubleshooting, Enterprise Architecture, Software Project..., Testing, Enterprise Software, ITIL, Vendor Management, Software Documentation, Networking, IT Operations, Management, Citrix, Service Delivery, IT Management, IT Service Management, IT Strategy, Integration, VMS
Education
Chubb Institute 2002 — 2004
Associate of Arts (AA), Graphic Design
UMass Boston
Management Information Systems, General
Itaú Unibanco 2014 - Present
State Street Corporation August 2012 - September 2014
State Street August 2011 - September 2012
Wharton Small Business Development Center September 2009 - July 2011
Logan Circle Partners June 2010 - July 2010
Yamaha Motor Mfg Corp of America June 2008 - August 2008
Skills
Risk Management, Bloomberg, Securities Lending, Reporting & Analysis, Financial Accounting, Valuation, Financial Risk, Financial Modeling, Analytics, Strategy, Enterprise Risk..., Operational Risk..., Finance
Education
University of Pennsylvania 2007 — 2011
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (B.S.) in Economics, Concentration in Accounting
Augusta Preparatory Day School 2003 — 2007
State Street July 2014 - Present
State Street Corporation May 2011 - June 2014
State Street Corporation January 2008 - May 2011
Gulf of Maine Cod Project August 2005 - December 2007
Skills
Fund Accounting, Fund Administration, Bloomberg Terminal, Financial Analysis, Financial Reporting, Account Reconciliation, Alternative Investments, Asset Management, Capital Markets, Derivatives, Corporate Actions, Equities, Financial Risk, Financial Services, Financial Statements, Fixed Income, Hedge Funds, Investment Banking, Investments, Management, Microsoft Excel, Mutual Funds, Portfolio Management, Research, Securities, Trading, Training, Valuation
Education
University of New Hampshire 2003 — 2007
Bachelor of Science, Resource Economics
PricewaterhouseCoopers September 2012 - Present
Shaw's Supermarket July 2003 - August 2012
State Street Corporation August 2011 - May 2012
UMass Frederick Douglass Unity House September 2006 - May 2009
Education
University of Massachusetts Boston 2009 — 2012
Bachelor of Science, Business Management; Accounting
Liberty Mutual Insurance May 2014 - Present
GlobalSign Inc May 2011 - May 2014
State Street Corporation March 2008 - April 2011
Skills
SDLC, Application Lifecycle..., Software Requirements, Salesforce.com, Leadership, Customer Service, Marketing, Management, Marketing Strategy, Budgets, Forecasting, Account Management, Team Leadership, Social Media, New Business Development, Financial Analysis, Revenue Recognition, Business Analysis, Financial Modeling, Data Analysis, Business Process..., Algorithms, Software Revenue..., KPI Reports
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2007
BS, Business Managment/Finance
Doble Engineering Company June 2014 - Present
Bunker Hill Community College November 2013 - Present
UMass Boston Chemistry Department May 2012 - May 2013
Zapatos August 2009 - September 2012
UMass Boston Molecular Biology Boot Camp June 2010 - July 2010
State Street Corporation November 2007 - October 2009
Citizens Bank November 2002 - October 2007
The Center for Blood Research November 2001 - June 2002
Starbucks Coffee Company January 2001 - January 2002
Skills
HPLC-MS, Analytical Chemistry, Mass Spectrometry, Chromatography, Research, Analysis, Bookkeeping, Financial Analysis, Japanese, Excel, Teamwork, Accounting, Problem Solving, Small Business, Writing, Banking, Technical Writing, Microsoft Excel, HPLC, Training, Chemistry
Education
University of Massachusetts Boston 2009 — 2013
BS, Chemistry, 3.1
Roxbury Community College 2007 — 2009
AA Degree, Physical Science
Fenway High School, Boston 1998 — 2002
High School Diploma, General Studies
Currently seeking new role November 2010 - Present
STATE STREET CORPORATION June 2007 - November 2010
MLB DESIGNS INC January 2005 - June 2007
Education
University of Missouri-Kansas City
Master of Arts, Economics
University of Port Harcourt
B.Sc, Economics
Boston University December 2011 - Present
The 42nd Estate LLC April 2008 - Present
State Street Corporation October 2005 - March 2008
Vector Marketing June 2004 - October 2004
Technology Bridge January 2002 - August 2002
Skills
PHP, CSS, JavaScript, jQuery, Wordpress, Mac OS X, Exim, Bash, Apache, MySQL, HTML, AJAX, Firebug, HTML5, Linux, Ubuntu, API, Web Development, Web Standards, Writing, SEO, JSON, ImageMagick, Web Design, WordPress, Entrepreneurship
Education
University of North Carolina at Chapel Hill 2003 — 2006
Business Administration
University of Southern California - Marshall School of Business 2002 — 2003
Business Administration
Boston Latin School 1996 — 2002
High School
NovaStar Mortgage 2004 - 2006
Resource Connection 2004 - 2004
State Street Corporation May 2001 - August 2003
The Northern Trust Company April 1997 - May 2000
Comerica Incorporated 1989 - 1997
Skills
Leadership, Management, Process Improvement, Training, Human Resources, Budgets, Auditing, Team Management, Employee Benefits, Personnel Management, Time Management, Retail, Risk Management, Team Building, Strategic Planning, Financial Analysis, Project Management, Finance, Analysis, Business Process..., Strategy, Change Management, Banking, Performance Management, Vendor Management, Business Analysis, Program Management, Management Consulting, Operations Management, Coaching
Education
University of Michigan 1978 — 1980
BBA
State Street Corporation May 2014 - Present
State Street August 2013 - May 2014
The College of Management, UMass Boston September 2012 - July 2013
Bozzuto's Inc. January 2010 - July 2012
Skills
Microsoft Excel, Close Attention to..., Teamwork, Data Analysis, Financial Analysis, Data Entry, Critical Thinking, Time Management, Office Administration, Microsoft Word, Spreadsheets, Bloomberg Terminal, Accounting, PowerPoint, Outlook, Customer Oriented, Invoicing, Research, Customer Service, Access, Analysis, Employee Training, Organization Skills, Financial Accounting, Expense Management, Expense Allocation
Education
University of Massachusetts Boston 2015 — 2017
Master of Science (M.S.), Accounting
University of Massachusetts Boston 2012 — 2014
Bachelor's degree, Accounting
Tunxis Community College 2009 — 2012
Associate's degree, Business Administration and Accounting
JPMorgan Chase & Co. July 2015 - Present
State Street September 2013 - Present
State Street Corporation March 2012 - September 2013
State Street Corporation May 2011 - March 2012
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts (B.A.), Communication, General
University of Massachusetts
Bachelor of Arts, Communications
ImmunoGen, Inc. August 2014 - Present
Fidelity Investments April 2013 - August 2014
Fidelity Investments April 2007 - April 2013
Houghton Mifflin Company March 2005 - April 2007
State Street Corporation 1999 - 2005
Daniel Roberts 1999 - 1999
Skills
Onboarding, Applicant Tracking..., College Recruiting, Organizational Design, Human Resources, Recruiting, HR Policies, HR Consulting, Career Development, Coaching, Conflict Resolution, Job Descriptions, Management Development, Employee Training, HRIS, Strategy, Training
Education
University of Massachusetts, Amherst 1995 — 1998
BS
ACI Worldwide Inc. 2005 - Present
ACI Worldwide Inc. November 2003 - Present
ACI Worldwide (formerly P&H Solutions) 2005 - 2007
State Street Corporation 1989 - 2005
Skills
Product Management, Enterprise Software, Payment Systems, Electronic Payments, Payments, Software Project..., Mobile Payments, Transaction Processing, SaaS, Pricing, Security
Education
University of Massachusetts Boston 1990 — 1997
Mercy Circle October 2013 - Present
A-List Consulting January 2012 - 2015
Markets Media Online March 2013 - October 2013
PFG BEST 2003 - 2012
State Street Corporation 2001 - 2003
Bank of America 1997 - 2001
Chicago Board Options Exchange 1990 - 1997
Reuters News Agency 1987 - 1990
Skills
Media Relations, Public Relations, Financial Markets, Options, Internal Communications, Marketing, Corporate Communications, Investments, Trading, Derivatives, Financial Services, Commodity, Event Management, Equities, Alternative Investments, Risk Management, Hedge Funds, Portfolio Management, Leadership, Investor Relations, Asset Management, Trading Systems, Electronic Trading, FINRA, Asset Managment, Financial Analysis, FX Options, Financial Modeling, Promotional Events
Education
University of Northern Iowa 1976 — 1980
Public Rhetoric, Broadcast Journalism
Illumina February 2015 - Present
Microsoft April 2014 - February 2015
Nokia May 2013 - April 2014
Cloud Silver Lining October 2012 - May 2013
BvB Consulting December 2009 - October 2012
Forsythe December 2008 - December 2009
Bond Associates May 2008 - November 2008
Bond Associates October 2006 - May 2008
State Street Corporation 2006 - 2007
Skills
Technical Recruiting, Sales, College Recruiting, Recruiting, Applicant Tracking..., Process Improvement, Vendor Management, Sourcing, SDLC, Talent Acquisition, CRM, Interviews, Consulting, Team Leadership, Internet Recruiting, Contract Recruitment, Customer Service, Leadership, Temporary Placement, Networking, Information Technology, Resource Management, Benefits Negotiation, Staffing Services, Management, Professional Services, Executive Search, Cloud Computing, Screening Resumes, Program Management, Training, Business Intelligence, Staff Augmentation
Education
University of Massachusetts, Amherst 2001 — 2005
BA, History
Oracle June 2015 - Present
TIMI Study Group at BWH, Bulfinch Temp December 2011 - Present
State Street Corporation January 2013 - May 2013
Partners HealthCare - Bulfinch Temp August 2012 - September 2012
Skills
Team Work, Time Management, Multitasking, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Healthcare, Analysis, Event Planning, Marketing, Sales, Social Media, Teamwork, Social Networking, Team Leadership
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Arts (BA), Economics
EY January 2014 - Present
State Street Alternative Investment Solutions May 2011 - October 2013
State Street Corporation September 2007 - May 2011
Linens N Things January 2006 - December 2006
GAP August 2003 - December 2005
GAP August 2004 - May 2005
BNY Mellon June 2001 - November 2003
State Street Corporation June 1999 - April 2001
Skills
Fixed Income, Equities, Fund Accounting, Accounting, Bloomberg, Fund Of Funds, Account Reconciliation, Private Equity, Portfolio Management, General Ledger, Bonds, Valuation, Investments, Microsoft Office, Conversions, Reconciliations, Financial Reporting, Investment Banking, Financial Analysis, IDC, 10 Key, Credit Derivatives, Interest Rate..., Futures, Asset Pricing, Macro, Investone, Portfolio Accounting..., Multi Currency Horizon, Loan Funds, InvestAI, Internal Audit, External Audit, Reuters, Auditing
Education
University of Phoenix
MBA
Bridgewater State University
Bachelor of Science, Accounting & Finance
Kantar Media October 2014 - Present
Hologic April 2012 - Present
Hologic May 2011 - April 2012
State Street May 2010 - May 2011
State Street Corporation July 2008 - May 2010
Lake Winnipesauke Golf Club May 2007 - October 2007
Skills
Marketing, Invoicing, Microsoft Office, Marketing Strategy, Outlook, Customer Service, Event Management, Trade Shows, Accounting, PowerPoint, Business Strategy, Key Account Management, Business Analysis, Microsoft Word, Product Marketing, Salesforce.com, Social Media, Sales Operations, Marketing Communications, Sales
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
Whittemore School of Business and Economics
BS, Business Administration- Marketing Concentration
The Grommet September 2012 - Present
Precision Slip May 2010 - June 2012
SafePath Medical December 2010 - February 2011
Department of Online Learning September 2008 - May 2010
Massachusetts Medical Device Development May 2009 - September 2009
State Street Corporation August 2007 - August 2008
Skills
Market Research, Business Planning, Business Development, Negotiation, Sales, Value Propositions, Business Analysis, Business Strategy, Research, Management, Financial Analysis, Analysis, Product Development, Entrepreneurship, Competitive Analysis, Start-ups, Marketing Strategy, Marketing
Education
University of Massachusetts, Amherst 2008 — 2010
Masters of Business Administration (MBA), 2010
University of Massachusetts at Lowell 2004 — 2007
Bachelor of Science, Business Management
State Street Corporation March 2007 - September 2010
Friends March 2005 - September 2010
State Street Corporation January 2006 - March 2007
Total Clerical Services, Inc August 2005 - January 2006
Albert & McKenzie Law Firm June 2004 - December 2004
Education
University of Oklahoma - Price College of Business 2000 — 2005
University of Oklahoma
Bachelor, Business Administration; Economics; Political Science
Windhaven Investment Management January 2009 - Present
Morgan Stanley October 2006 - January 2009
Credit Suisse October 2004 - October 2006
State Street Corporation June 1987 - June 2003
Skills
Fixed Income, Investments, Asset Allocation, Wealth Management, ETFs, Investment Management, Private Banking, Hedge Funds, Equities, Bloomberg, Derivatives, Asset Managment, Portfolio Management, Valuation, Series 7, Investment Strategies, Alternative Investments, Financial Analysis, Capital Markets
Education
University of Oregon 1971 — 1973
BA, English
Univesity of Oregon
Bank of America March 2015 - Present
Bank of America July 2010 - Present
State Street Corporation January 2010 - June 2010
Bryant Park West Properties January 2009 - May 2009
Walgreens May 2008 - August 2008
Skills
HTML, Microsoft Excel, Microsoft Word, Web Editing, Organization, Content Management, SharePoint, Marketing, Social Media
Education
University of New Hampshire 2005 — 2009
BS, Business Administration, Marketing
Santander Bank, N.A. November 2012 - Present
TD Bank, N.A. 2006 - 2011
State Street Corporation 2000 - 2006
BankBoston, N.A. 1987 - 2000
Office Specialists 1979 - 1987
Skills
Outstanding Customer..., Documentation Analysis, Attention To Detail, Team Oriented, Independent Thinker, Issues Resolution, Procedure Development, Sound Judgment, Invoice Processing, Customer Service, Team-oriented, Analysis
Education
Middlebury College 1975 — 1976
MA, French
University of Massachusetts, Amherst 1971 — 1975
BA, French
Boston Latin
Buettner Creative 1996 - Present
Daniels College of Business, University of Denver May 2004 - September 2011
Peak Creative Media 2002 - 2004
State Street Corporation 2000 - 2002
Phoenix Marketing Group 1998 - 2000
SPI Communications 1996 - 1998
Education
University of Minnesota-Twin Cities 1993 — 1996
BS, Human Ecology: Design Communications
University of Wisconsin 1990 — 1993
Fine/Studio Arts, General
John Hancock Retirement Plan Services October 2013 - Present
New York Life Retirement Plan Services August 2007 - September 2013
Investors Bank & Trust February 2007 - July 2007
Eagle Investment Systems January 2006 - February 2007
State Street Corporation 1992 - 2006
Skills
Mutual Funds, Corporate Actions, Fund Accounting, Securities, Financial Services, Investments, Fixed Income, Equities, Retirement Planning, Pensions, 401k, Bloomberg, Hedge Funds, Derivatives, Asset Management, Portfolio Management, Alternative Investments, Asset Allocation, Investment Management, Strategy, Retirement, Back Office, ETFs, Investment Strategies
Education
University of Massachusetts Lowell 1986 — 1990
BS, Business Administration
Linedata March 2013 - Present
State Street March 2010 - March 2013
State Street March 2008 - March 2010
State Street Corporation March 2008 - March 2010
State Street Corporation July 2007 - March 2008
University of Massachusetts January 2005 - May 2007
Skills
Access, Leadership, Accounting, Management, Microsoft Excel, Microsoft Office, PowerPoint, Financial Accounting, Fund Accounting, Customer Service, Team Building, Microsoft Word, Training, Equities, Finance, Mutual Funds, Securities, Employee Training, Human Resources, System Administration, Project Management, Banking, Financial Services
Education
University of Massachusetts 2003 — 2007
B.A, Economics
University of Massachusetts, Amherst 2003 — 2007
Economics
HHS 1999 — 2003
Liberty Mutual Insurance August 2013 - Present
Liberty Mutual Insurance September 2012 - August 2013
Liberty Mutual September 2009 - September 2012
Liberty Mutual August 2008 - September 2009
Aegis Capital Corporation June 2007 - January 2008
State Street Corporation June 2006 - January 2007
Oppenheimer & Co. June 2005 - August 2005
Skills
Excel, Word, Access, SQL, Visual Basic, Outlook, PowerPoint, Visio, JCL, Java, MS Project, Procurement, C++, HTML, Data Analysis, Business Analysis, Analysis, Financial Analysis, Project Management, Process Improvement, Microsoft Office, Insurance, Testing, Software Documentation, Finance, Financial Services, Microsoft Excel, SharePoint, Statistics, Agile Methodologies, Team Leadership, Team Building, Business Intelligence, Training
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2013 — 2015
Master of Business Administration (MBA), Financial Management
University of Vermont 2003 — 2008
B.S. Business Administration, Mangement Information Systems
Tribridge February 2015 - Present
Stealth Startup February 2015 - Present
Aflac January 2014 - Present
Save-A-Lot July 2011 - February 2015
Roaring Lion Energy Drink August 2009 - August 2011
Mr. Packer December 2008 - January 2011
State Street Corporation May 2010 - August 2010
KOI SRL May 2009 - May 2010
Soccer Pro January 2009 - May 2010
Guaranty Bank June 2005 - December 2008
Skills
Delegation, Event Management, Inventory Management, Account Management, Change Management, Product Management, Ten Key, Online Marketing, SEO, Marketing Strategy, Marketing Communications, Product Marketing, Marketing Research, Marketing Management, Social Media Marketing, Performance Improvement, Performance Analysis, Performance Management, Mathematics, Logistics, Store Layout, Online Advertising, Advertising, Advertising Sales, Promotions, PowerPoint, Word, Microsoft Office, Loans, Accounting, Fund Accounting, Operations Management, Operations, Sales Management, Microsoft Word, Management, Time Management, Sales, Leadership, Strategy, Marketing, CRM, Customer Service, Social Media, Business Development, Consulting, Strategic Planning, Analytics, Social Networking, Digital Marketing
Education
University of South Florida 2012 — 2014
Master of Business Administration (MBA), MBA, 3.8
University of South Florida 2011 — 2013
Master's Degree, M.S. Marketing, 3.8
University of Missouri-Columbia 2009 — 2011
Bachelor's Degree, Communication, Journalism, and Related Programs, 3.7
University of Missouri-Columbia, College of Business 2009 — 2011
B.A, Marketing/General Business, 3.7
University of Wisconsin-Milwaukee - School of Business Administration 2007 — 2009
Marketing/Finance, Marketing/Finance, 3.55
Harvard Pilgrim Health Care January 2014 - Present
Harvard Pilgrim Health Care 2012 - 2015
Harvard Pilgrim Health Care 2012 - 2015
Harvard Pilgrim Health Care March 2013 - September 2013
Massachusetts Department of Public Health June 2010 - July 2012
University of Massachusetts Department of Public Health January 2010 - May 2010
Services University of Massachusetts February 2007 - May 2010
State Street Corporation June 2009 - August 2009
Skills
Public Health, Program Evaluation, Health Communication, Peer Health Education, Public Speaking, Customer Support, Resume Writing, Screening Resumes, Administrative..., Office Administration, Database Administration, Interviews, Data Analysis, Time Management, Administrative..., Community Outreach, Program Development, Recruiting
Education
University of Massachusetts 2006 — 2010
Certificate, Public Administration
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Science, Public Health
ACSEC November 2010 - Present
State Street Corporation February 2007 - October 2010
Skills
Microsoft Word, Excel,..., Financial Reporting, Equities, Financial Analysis, Accounting, Microsoft Excel, Public Speaking, Account Reconciliation, Finance, Budgets, Customer Service, Management, Microsoft Office
Education
University of Massachusetts Boston 2004 — 2007
Bachelor Degree, Business Management/Finance, 3.73, Summa Cum Laude
University of Massachusetts Boston 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Management Concentration Finance, 3.73
INAGHEI
Undisclosed Financial Services Internet Based Payments 2015 - Present
ForwardCast 2008 - Present
NewCo Payments Oriented Banking Startup November 2012 - August 2013
Commerzbank AG November 2011 - September 2012
Virtual Agilty 2010 - 2011
Director of National Security 2009 - 2010
Bank of New York Mellon September 2006 - June 2007
Liberty Mutual Insurance 2005 - September 2006
ForwardCast March 2002 - June 2005
State Street Corporation March 1993 - November 2001
Skills
Business Strategy, Governance, Change Management, Financial Markets, IT Strategy, Derivatives, Capital Markets, Financial Services, Outsourcing, Banking, Enterprise Architecture, Risk Management, Fixed Income, Strategy, FX Options, Management, Program Management, Process Improvement, Business Transformation, CRM, Trading Systems, Accounting, Project Management, Mergers & Acquisitions, Financial Risk, Trading, PMO, Finance, Investments, Start-ups, Executive Management, Securities, Leadership, Options, Back Office, Product Management
Education
University of Pennsylvania 1975 — 1977
MS, Systems Engineering
Wharton School of Finance 1975 — 1977
MBA, Finance
University of Pennsylvania 1971 — 1975
BSEE, Electrical Engineering
Loomis, Sayles & Company March 2013 - Present
Loomis Sayles July 2008 - March 2013
State Street Corporation November 2006 - July 2008
Fidelity Investments August 2005 - November 2006
Fidelity Investments July 2004 - August 2005
Skills
Business Intelligence, Business Process..., Microsoft SQL Server, SQL, Databases, Access
Education
Boston University 2011 — 2014
MS, Computer Information Systems: Database Management & Business Intelligence
University of Massachusetts Dartmouth 1999 — 2003
BA, Multidisciplinary Studies: Economic & Information Science
Dragon Under Glass Productions 2005 - Present
Dragon Under Glass Productions 2013 - 2014
Dragon Under Glass Productions January 2012 - 2014
Fully Funded Films 2013 - 2013
Dragon Under Glass Productions 2008 - 2012
Dragon Under Glass Productions 2011 - 2011
Dragon Under Glass Productions 2011 - 2011
Dragon Under Glass Productions 2009 - 2010
State Street Corporation 2007 - 2008
Skills
Writing, Rewriting, Film, Television, Screenwriting, Comics, Comic Books, Graphic Novels, Video Games, Editing, Action, Science Fiction, Fantasy, Horror, Comedy, Content Strategy, Copywriting, Social Media, Copy Editing, Film Production, Publicity, Journalism, Social Media Marketing, Creative Writing, Directing, Technical Documentation, Proofreading, Press Releases, Storytelling, Research, New Media, Video, Feature Articles, Newsletters, Web Content, Social Networking, Scripting, Blogging, Fiction, Freelance Writing, Video Production, Books, Entertainment, Feature Films, Screenwriter, Script Doctoring, Final Draft, Screenplays, Script Editing, Short Stories
Education
ProSeries 19
N/A, Screenwriting and Production
University of Nebraska at Omaha
BFA, Writer's Workshop (Creative Writing), 4.0
State Street Global Advisors September 2013 - Present
State Street July 2012 - September 2013
RBS Citizens Financial Group 2010 - 2012
State Street Corporation August 2006 - October 2010
PricewaterhouseCoopers 2003 - 2005
Moody, Famiglietti & Andronico 2002 - 2003
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Reporting, Financial Analysis, Accounting, SEC filings, Internal Audit, GAAP, Financial Risk, Governance, Investments, Asset Management, Banking, Big 4, Risk Management, Financial Services, COSO, CPA, US GAAP, Enterprise Risk...
Education
University of Massachusetts Lowell 1997 — 2001
Bachelor of Science in Business Administration, Accounting
Burlington High School 1993 — 1997
State Street Corporation May 2005 - Present
BTS Asset Management April 2004 - April 2005
Cambridge Trust Company June 2002 - January 2003
Education
University of Massachusetts, Amherst 1999 — 2003
State Street Corporation November 2001 - Present
Exchange Applications 1999 - 2001
Xchange Applications 1999 - 2001
Fidelity Investments February 1988 - February 1999
Skills
Fixed Income, Fund Accounting, Mutual Funds, Equities, Securities, Global Custody, Corporate Actions, Hedge Funds, Derivatives, Asset Management, Fund Administration, Back Office, Investments, Alternative Investments, Portfolio Management, Integration, Securities Lending, Capital Markets, SDLC, Risk Management
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Business Administration (BBA)
State Street April 2015 - Present
State Street Corporation July 2007 - Present
Investors Financial Services March 2000 - July 2007
United Data Services October 1994 - October 2000
Skills
CRM, Strategy, Management, Financial Services, Investments, Strategic Planning, Relationship Management, Product Development, Mutual Funds, Fixed Income, Equities, Securities, Hedge Funds, Alternative Investments, Derivatives
Education
University of Massachusetts, Amherst
BA
State Street Corporation December 2006 - Present
Education
University of Massachusetts Lowell 1996 — 1998
State Street Corp March 2012 - Present
State Street Corporation January 2006 - March 2012
State Street February 2003 - February 2005
State Street February 1980 - January 2003
Skills
Financial Services, Fund Accounting, Fund Administration, Business Analysis, Investments, Mutual Funds, Global Custody, Portfolio Management, Risk Management, Back Office, Bloomberg, Fixed Income, Securities, SDLC, Middle Office, Asset Managment, Securities Lending, Corporate Actions, Series 63
Education
University of Massachusetts Boston 1981 — 1986
Bachelor of Science (B.S.), Accounting and Business/Management
North Quincy High School 1977 — 1981
HIgh School Diploma
BID Milton Hospital July 2013 - Present
State Street Corporation April 2009 - Present
State Street Corp June 2007 - April 2009
Granite Telecommunications February 2006 - June 2007
Robert Half Finance & Accounting April 2005 - December 2005
Investors Bank & Trust September 2004 - April 2005
AIG February 2003 - September 2004
Education
Signature Healthcare Brockton Hospital School of Nursing 2010 — 2014
Registered Nurse, Registered Nursing/Registered Nurse
University of Massachusetts Dartmouth 1996 — 2000
Bachelor of Science, Business Management
State Street May 2014 - Present
State Street March 2013 - May 2014
State Street Corporation March 2011 - March 2013
State Street Bank April 2008 - March 2011
Skills
Global Custody, Securities, Outsourcing, Finance, Management, Wealth Management, Fixed Income, Financial Analysis, Risk Management
Education
University of Massachusetts, Amherst 2002 — 2006
RBS Citizens Group October 2012 - Present
IBG TAX SERVICE June 2012 - August 2012
Brown Brothers Harriman July 2011 - December 2011
MELLON BANK OF NEW YORK July 2008 - August 2010
JP MORGAN CHASE WORLDWIDE SECURITIES SERVICES June 2007 - July 2008
INVESTORS BANK AND TRUST/STATE STREET CORP July 2005 - June 2007
STATE STREET CORPORATION January 2002 - January 2005
Skills
Hedge Funds, Securities, Fund Accounting, Financial Analysis, Mutual Funds, Accounting, Financial Reporting, Investments, Bloomberg, Equities, Tax, Financial Accounting, Microsoft Excel, Budgets
Education
University of Massachusetts Lowell 1999 — 2002
Bachelor of Science (B.Sc.), Business Administration
Edelstein & Company LLP August 2013 - Present
Marcum LLP February 2012 - May 2013
Staples November 2011 - February 2012
CONCENTRA INC. March 2011 - October 2011
STATE STREET CORPORATION January 2008 - December 2010
KENSINGTON INVESTMENT COMPANY, INC 2006 - 2008
SIMCHES & CO 2002 - 2005
QUIN, RICKARD 1998 - December 2001
MATHIAS, BARNES 1993 - 1998
Skills
Tax, Corporate Tax, Accounting, Income Tax, Auditing, Tax Research, International Tax, Account Reconciliation, Financial Statements, Tax Returns, Consolidation, Journal Entries, S Corporations, Financial Planners, High Net Worth..., Management Consulting
Education
University of Massachusetts Boston 1986 — 1991
B.S, Accounting
J.P. Morgan April 2014 - Present
JPMorgan June 2008 - April 2014
State Street Corporation July 2004 - May 2008
Skills
Risk Management, Process Improvement, Investments, Leadership, Project Management
Education
University of New Hampshire 2000 — 2004
Bachelor of Science, Business Administration; Concentration in Finance
Middlesex Community College February 2014 - Present
University of Massachusetts Lowell September 2013 - Present
University of Massachusetts Lowell November 2010 - May 2014
Boston Children's Hospital July 2008 - November 2010
State Street Corporation June 2006 - July 2008
Keane June 2005 - June 2006
Children's Hospital Boston August 2003 - June 2006
Cimcon Software 2001 - 2003
Skills
Program Management, SDLC, PMO, Project Management, Process Improvement, Business Analysis, Vendor Management, Visio, Customer Service, Software Project..., SharePoint, Requirements Analysis, PMP, CRM, Project Planning, Financial Services, Social Media, Agile Methodologies, SAP, Web Content Management, Recruiting, ERP, Research, Microsoft Office, University Teaching
Education
University of Massachusetts Boston 2010 — 2013
Master of Arts (M.A.), English Literature, Teaching Composition, Teaching Literature
University of Massachusetts at Lowell 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature/Letters
Kenneth Cole Productions March 2011 - April 2012
State Street Corporation September 2008 - November 2010
Citizens Bank August 2007 - September 2008
BMWL & Partners May 2005 - May 2007
Ambrosino Muir & Hanson June 2004 - November 2004
Kerry/Edwards Campaign 2003 - 2004
John D. Dingell for Congress February 2002 - August 2002
Manchester Democratic Committee July 2001 - November 2001
Skills
Copywriting, Advertising, Strategic Communications, Creative Direction, Event Management, Marketing Strategy, Editing, Political Campaigns, Newsletters, Copy Editing, Budgets, Logo Design, Brochures, Social Media, Public Relations
Education
University of New Hampshire 1997 — 2001
B.A., Communication & Political Science
Northern Trust June 2013 - Present
Mercer September 2011 - June 2013
Standish Mellon Asset Management April 2008 - May 2011
Standish Mellon Asset Management May 2006 - April 2008
IFX Markets, Inc July 2005 - May 2006
State Street Corporation June 2004 - July 2005
Skills
Financial Modeling, Financial Analysis, Asset Managment, Corporate Finance, Financial Reporting, Strategic Financial..., Management, Asset Management, Business Strategy, Team Leadership
Education
Boston University - School of Management 2007 — 2010
MBA, Finance
University of Massachusetts, Amherst 2000 — 2004
BS, Economics
Liberty Mutual Insurance October 2013 - Present
STATE STREET CORPORATION November 2006 - October 2013
BROWN BROTHERS HARRIMAN & CO July 2004 - November 2006
Brown Brothers Harriman & Co November 2000 - July 2004
Brown Brothers Harriman & Co August 1999 - November 2000
Skills
Equities, Corporate Actions, Bloomberg, Financial Analysis, Relationship Management, Accounting, Business Development, Auditing, Bank Reconciliation, Staff Management, Process Improvement, Management, Financial Services, Finance, Customer Service
Education
University of New Hampshire 1995 — 1999
Bachelor of Science
Fidelity Investments February 2012 - Present
TechTarget July 2011 - September 2011
Epsilon March 2011 - June 2011
State Street August 2006 - March 2011
State Street Corporation August 2004 - August 2006
Harvard Medical School May 2003 - August 2004
Wellington Management September 2001 - September 2002
State Street March 2001 - August 2001
Fidelity Investments September 2000 - January 2001
Harvard University September 1999 - September 2000
Education
University of Massachusetts Lowell
Bachelor’s Degree, Chemical Engineering
University of Massachusetts, Amherst
MS, Computer Systems Engineering
University of Massachusetts, Amherst
Master’s Degree, Chemical Engineering
State Street Corporation February 2000 - Present
Education
University of Massachusetts Boston
Liberty Mutual Group December 2007 - Present
State Street Corporation June 2003 - December 2007
Skills
Financial Analysis, Financial Reporting, Bloomberg, Accounting, Analysis, Microsoft Excel, Business Analysis, Financial Services, Data Analysis, Insurance, Fixed Income, Securities, Cash Management, Financial Risk
Education
University of Massachusetts, Amherst 1999 — 2003
Economics, minor in Finance
Juniper Networks 2013 - Present
Biogen Idec 2012 - 2013
Cisco Systems 2011 - 2012
Eliassen Group - MassDOT 2009 - 2011
State Street Corporation 2003 - 2008
Fidelity Investments 2002 - 2003
State Street Corporation 2001 - 2002
Comverse Technologies 2000 - 2001
Open Market 2000 - 2000
Sybase 1997 - 2000
Skills
Software Project..., Project Management Tools, SharePoint, Business Process..., Middleware integration, Professional Services, Data map, Full SDLC, General Business..., Change Management, Software Documentation, SDLC, Data Warehousing, Process Improvement, Architecture, IT Strategy, Software Quality..., SaaS, Requirements Gathering, Analysis, Business Intelligence, Program Management, Scrum, SOA, Enterprise Software, Enterprise Architecture, ITIL, Middleware, Agile Project Management, E-commerce, Project Portfolio..., PMP, Cloud Computing, Budgets, Team Building, Business Process, Unix, Solution Architecture, Disaster Recovery, User Acceptance Testing, Resource Management, System Deployment, Requirements Analysis, PMO, Visio, Systems Analysis, PL/SQL, Business Requirements, Integration, Management
Education
PMI Certification
Project Management Professional, License # 956070 2014-2017
University of Massachusetts Lowell
B.S., Information Systems
Arnold Worldwide April 2011 - Present
State Street Corporation December 2006 - April 2011
Education
University of Massachusetts, Amherst
State Street February 2011 - Present
ZeroChaos February 2009 - May 2011
State Street Corporation November 2007 - January 2009
State Street Corporation May 2005 - November 2007
Skills
Credit, Credit Risk, Banking, Business Analysis, Analysis, Basel II, Enterprise Risk..., Risk Management, Portfolio Management, Relationship Management, Financial Analysis
Education
University of Miami 1996 — 2000
Bachelor of Business Administration (BBA), Finance; Business Law Minor
State Street Corporation May 2009 - June 2014
McGladrey September 2008 - March 2009
UMKC Information Services August 2005 - August 2008
McGladrey May 2007 - August 2007
Skills
Financial Modeling, Financial Reporting, Finance, Accounting, Auditing
Education
University of Missouri-Kansas City 2008 — 2010
Master of Science in Accounting, Taxation emphasis
University of Missouri-Kansas City 2005 — 2007
Bachelor of Science in Accounting
State Street Corporation November 2008 - Present
NBMBAA 2015 - 2015
NBMBAA 2015 - 2015
PricewaterhouseCoopers January 2007 - July 2008
Skills
Accounting, Tax, Financial Analysis, GAAP, Financial Accounting, Internal Controls, Financial Statements, Sarbanes-Oxley Act, Tax Preparation, Financial Reporting, Tax Research, Auditing, General Ledger, US GAAP, Account Reconciliation, Internal Audit
Education
UMass Boston
Bachelor’s Degree, Accounting
LNR Partners, LLC July 2011 - Present
Boston Financial Investment Management April 2010 - July 2011
Fidelity Investments September 2006 - December 2008
State Street Corporation June 2005 - August 2006
A.G. Edwards May 2003 - September 2003
Skills
Access, Excel, PowerPoint, Word, Research, Real Estate, Asset Management, Microsoft Word, Microsoft Excel, Due Diligence, Finance, Investments
Education
University of Massachusetts Dartmouth 2000 — 2005
BA, Economics
Kelmar Associates October 2014 - Present
Xerox September 2013 - September 2014
ACS, a Xerox Company September 2010 - September 2013
Forrester Research January 2009 - July 2010
First Act, Incorporated October 2007 - March 2009
KPMG International October 2005 - October 2007
State Street Corporation January 2004 - July 2005
Erik J January 1999 - January 2002
State Street Corporation January 1998 - January 1999
Skills
Accounting, Internal Controls, Internal Audit, Auditing, Financial Reporting, Forecasting, Management, Financial Analysis
Education
University of Massachusetts 1993 — 1998
B.S, Resource Economics; Managerial Accounting
University of Massachusetts, Amherst 1993 — 1998
BS, Resource Economics
State Street April 2008 - Present
State Street Corporation April 2008 - Present
UMass Dartmouth August 2006 - September 2007
Wyman Gordon June 2003 - August 2004
Skills
Microsoft Excel, Access, Microsoft Office, Data Analysis, Microsoft Word, PowerPoint, Financial Analysis, Portfolio Management, Financial Modeling, Risk Management
Education
Worcester Polytechnic Institute 2013 — 2016
Master of Business Administration (MBA)
University of Massachusetts Dartmouth 2003 — 2007
b.s., Finance
State Street Bank September 2009 - November 2012
Dynamic Capital Mortgage March 2009 - September 2009
State Street Corporation July 2007 - November 2008
Investors Bank & Trust December 2003 - January 2008
Investors Bank & Trust April 2000 - December 2003
Stoneham Bank August 1997 - February 2000
Fleet Bank 1994 - 1997
Independent Contractor 1989 - 1994
Able Appraisal 1984 - 1989
Skills
Visio, Microsoft Excel, Quality Center, Toad, Access, Visual Basic, Oracle, Crystal Reports, .NET, MS Project, Microsoft Word, PowerBuilder, Fund Accounting, Project Management, SDLC, Process Improvement, Agile Methodologies, Business Analysis, Requirements Analysis, SQL
Education
University of Massachusetts at Lowell 1979 — 1984
Bachelor of Arts (BA), Political Science and Government
Westford Academy 1975 — 1979
State Street Corporation October 2010 - Present
State Street June 2006 - October 2010
HarbourVest Partners June 2005 - June 2006
Skills
Alternative Investments, Performance Measurement, Portfolio Management, Financial Services, Fund Accounting, Microsoft Excel, Customer Service, Global Custody, Fund Administration, Mutual Funds, Securities, Hedge Funds, Bloomberg, Equities, Fixed Income, Investments, Financial Analysis
Education
University of Massachusetts Dartmouth 1990 — 1992
Bachelors, Finance
Harvard University March 2014 - Present
Royal Bank of Scotland June 2013 - January 2014
Covidien October 2012 - March 2013
Mipro Consulting April 2012 - November 2012
Covidien 2011 - 2012
Putnam Investments December 2010 - July 2011
STATE STREET CORPORATION July 2008 - December 2010
Beacon Application Services January 2006 - July 2008
PARTNERS HEALTHCARE SYSTEM, INC2004 to 2005 January 2004 - January 2006
Beacon Application Services January 2000 - January 2004
Skills
Benefits Administration, Talent Management, HRIS, Business Analysis, Payroll, SQL*Plus, Competency Management, System Configuration, Oranizational..., Project Management, SDLC, PeopleTools, PeopleSoft, Software Documentation, Process Improvement, Oracle, Business Process, Human Resources, Requirements Gathering, User Acceptance Testing, Testing
Education
University of Massachusetts Lowell 1988 — 1990
BS, Management Science, Cum Laude
Groton-Dunstable Regional High School 1980 — 1984
State Street Global Advisors July 2006 - June 2013
State Street Corporation August 1994 - July 2006
Hegarty & Hurley September 1993 - August 1994
Skills
CRM, Investments, Relationship Management, Mutual Funds, Financial Services, Equities, Fixed Income, Series 7, Bloomberg, Portfolio Management
Education
University of Massachusetts Dartmouth 1989 — 1993
Bachelor of Science, Accounting
State Street Corporation September 2010 - Present
State Street May 2006 - December 2008
State Street March 2001 - May 2006
Skills
Corporate Actions, Financial Statements, Derivatives, Financial Services
Education
University of Massachusetts Boston 1987 — 1989
M.B.A., Business Admin
Santander Holdings USA 2013 - Present
Santander Bank, N.A. 2011 - 2013
Fidelity Investments 2007 - 2011
J.P. Morgan 2006 - 2007
State Street Corporation 1999 - 2006
State Street Corporation 1997 - 1999
Skills
Risk Management, Process Improvement, Financial Risk, Internal Audit, Governance
Education
University of Massachusetts Dartmouth
B.S., Business Administration, Management
Krusen Capital Management April 2014 - Present
J.P. Morgan February 2011 - April 2014
State Street Corporation March 2008 - February 2011
State Street Corporation (Formerly Investors Bank and Trust) August 2006 - March 2008
Target Corporation August 2000 - November 2005
Skills
Microsoft Office, Bloomberg, Geneva, Adobe Acrobat, Invest AI, NAV Alert, Interchange, E-Horizon, Navigator, MCH (Multi-Currency..., Fund Accounting, Hedge Funds, Accounting, Trading, Fixed Income, Mutual Funds, Equities, Leadership, Financial Services, Investments, Portfolio Management, Finance, Valuation, Securities, Strategy, Alternative Investments, Corporate Actions, Derivatives, Auditing, Fund Administration, Fund Of Funds, Client Services, Financial Accounting, US GAAP, Financial Reporting, Emerging Markets, Global Custody, GAAP, AML, Settlement, Asset Allocation, Cash Management, Business Analysis, Training, Account Reconciliation, Financial Analysis, Bloomberg Terminal, Private Equity
Education
University of Massachusetts, Amherst 2002 — 2006
School of Behavioral Science; Bachelors of Arts, Psychology, Economics
Friends of Fenway Studios 2012 - Present
The Three Rs September 2009 - Present
State Street Corporation 2006 - 2008
State Street Corporation - Global Link 2001 - 2006
State Street Corporation 1998 - 2001
The Macgregor Group 1997 - 1998
Financial Models Company 1995 - 1997
Thomson Financial 1987 - 1994
Skills
Contract Negotiations, New Business Initiatives, Consultative &..., Client Relationship..., Cross-Functional..., Strategy Development, Proactive Sales..., Client Feedback &..., Customer Relations, Sales
Education
University of Massachusetts, Amherst 1978 — 1983
Two BAs, History and Art History
Wireless Advocates May 2014 - Present
CBRENew England March 2013 - May 2014
Republic Parking System April 2012 - June 2013
Efinancial January 2009 - October 2011
Efinancial September 2009 - August 2010
Bankers Life & Casualty August 2008 - April 2009
Getty Images 2009 - 2009
State Street Corporation May 2005 - April 2008
Rockland Trust Company January 2001 - January 2004
Skills
Accounting, Financial Analysis, Microsoft Excel, Budgets, Management, Training, Customer Service, Insurance, Sales, Customer Satisfaction, Underwriting, Life Insurance, Sales Operations, Access, Analysis, Public Speaking, Payroll, Finance, Human Resources, Leadership, QuickBooks, Outlook
Education
New England College of Finance
Certificate, Principles of Finance & Banking
University of Massachusetts Dartmouth
Bachelor's degree, Accounting
Linedata Systems November 2011 - February 2012
JP Mrgan Chase Business Managent Team May 2011 - November 2011
JPMorgan Chase & Co. April 2010 - December 2010
Health Care Consultant December 2008 - May 2010
eSecLending October 2007 - December 2008
State Street Corporation August 2003 - May 2007
Skills
Accounting, Financial Reporting, Account Reconciliation, Bloomberg, Financial Statements, Corporate Finance, Financial Services, Mutual Funds, Financial Accounting, General Ledger
Education
University of Miami - School of Business 1998 — 2002
BBA, Finance
Boston University IS&T PMO 2014 - 2015
Brown Brothers Harriman PMO May 2013 - September 2013
State Street Corporation May 2010 - January 2013
Fidelity Investments December 2009 - April 2010
Pioneer Investments October 2003 - March 2009
Center for Strategy Research June 2002 - October 2003
State Street Global Advisors, Boston, MA January 1998 - May 2002
Skills
Business Analysis, Project Management, Quality Assurance, Business Requirements, SDLC, Vendor Selection &..., Business Process..., Fixed Income, IT Leadership, Use Case Analysis, Resourcing Estimates, Portfolio Analytics, Client Reporting, Global Operations, Systems Analysis, Technology Conversions, Equities, Modified Agile, Investment Instruments, Asset Management, Program Management, Process Improvement, Data Mapping, Market Data, Functional..., Corporate Accounting, Global Project Delivery, Client Onboarding
Education
University of Michigan
BA
Chase Paymentech July 2012 - Present
State Street Corporation July 2011 - July 2012
JPMorgan Chase September 2009 - March 2011
Evergreen Investments August 2007 - September 2009
Investors Capital October 2005 - July 2007
State Street Corporation July 2001 - June 2003
John Hancock funds January 1997 - July 2001
Skills
Fixed Income, Bloomberg, Mutual Funds, Investments, Financial Reporting, Financial Services, Accounting, Portfolio Management, Account Reconciliation, Analysis, Trading, Series 63, Asset Management, Financial Analysis, Securities
Education
University of Massachusetts Boston 1987 — 1993
BA, Economics
State Street Corporation April 2003 - Present
Cubix Software, Inc. September 1993 - March 2003
CSC Consulting October 1989 - August 1993
Skills
Data Warehousing, Business Intelligence, SDLC, Business Analysis, Data Modeling, Master Data Management, Requirements Gathering, PL/SQL, Oracle E-Business Suite, ETL, OLAP, Data Integration, Oracle, Software Project...
Education
University of Massachusetts at Lowell
BS, Math
HealthSmart International April 2015 - Present
Sunrise Senior Living November 2009 - Present
State Street Corporation September 2012 - November 2014
State Street January 2011 - January 2012
State Street Bank August 2010 - January 2011
Skills
Access, Volunteering, HIPAA, Time Management, Financial Analysis, Fundraising, Nonprofits, Team Building, Data Entry, Microsoft Word, Windows, Youth Development, Finance, Critical Thinking, Financial Reporting, Management, Social Networking, Public Speaking, Leadership, Teamwork, Customer Service, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Analysis, Training, Accounting, Community Outreach, Budgets, Research, Event Planning, Volunteer Management, Leadership Development, Payroll, Healthcare, System Administration, Strategic Planning, Process Improvement, Conflict Resolution, English
Education
University of Massachusetts Boston 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Year Up Boston 2011 — 2012
Financial Operations, Financial Accounting
Staples July 2015 - Present
Accountemps June 2014 - July 2015
SS&C Technologies September 2010 - April 2014
State Street Corporation July 2007 - September 2010
Investors Bank & Trust January 2007 - July 2007
Skills
Accounting, Account Reconciliation, Financial Accounting, General Ledger, Month End Close, Financial Reporting, Business Analysis, Financial Analysis, Portfolio Management, Mutual Funds, Finance, Software Implementation, Financial Services, Process Improvement, Equities, Fund Accounting, Bloomberg, Analysis
Education
University of Massachusetts, Amherst 2012 — 2014
Master of Business Administration (MBA)
NASBA
CPA Exam
Worcester State University
Bachelor of Science
Stifel June 2011 - Present
Mizzou Investment Fund January 2011 - May 2011
State Street Corporation June 2010 - August 2010
Skills
Financial Analysis, Equities, Valuation, Financial Modeling, Investments
Education
University of Missouri-Columbia 2008 — 2011
Bachelor of Science, Business Administration; Finance and Investment Banking
KPMG March 2015 - Present
State Street Corporation March 2010 - March 2015
KPMG October 2002 - March 2010
Skills
Accounting, Due Diligence, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Financial Reporting, Private Equity, Financial Services, Valuation, Strategic Financial..., US GAAP, SEC filings, Auditing, Finance, Financial Accounting, Asset Management, Strategy
Education
University of Nebraska-Lincoln 2001 — 2002
Master of Professional Accountancy
University of Nebraska-Lincoln 1997 — 2001
BSBA, Accounting; Minors in History and Political Science, with distinction
Admirals Bank April 2013 - Present
State Street Corporation August 2011 - March 2013
State Street Corporation March 2010 - August 2011
PriceWaterhouseCoopers LLP September 1999 - February 2010
Pace Analytical Services, Inc September 1998 - September 1999
PricewaterhouseCoopers LLP June 1998 - September 1998
Skills
Accounting, Technical Accounting, Corporate Finance, Cash Management, Derivatives, Insurance, Investments, Valuation, Finance, Financial Analysis, Risk Management, Auditing, Financial Reporting, Banking, Financial Modeling, CPA, Due Diligence, Leadership, Analysis, Budgets, Securities, Consolidation, Financial Services, Internal Controls, US GAAP, SEC filings, Financial Risk, Asset Management, Business Strategy
Education
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Science-Business, Accounting
State Street Corporation November 2011 - March 2014
State Street 2010 - 2011
State Street 2008 - 2010
State Street Bank 2006 - 2008
State Street Bank December 2005 - 2006
Tribune Media Services 2000 - 2004
Skills
Bloomberg, Mutual Funds, Fixed Income, Financial Analysis, Equities, Securities, Fund Accounting, Financial Services, Investments, Derivatives
Education
University of Massachusetts Dartmouth 2002 — 2005
BS, 3.6
Hochschule Fulda - University of Applied Sciences, Fulda, Germany 2004 — 2004
European Integration, German
State Street Corporation June 2010 - Present
Imperial Towers Condominium Trust May 2008 - September 2009
Newton Parks and Recreation May 2006 - August 2009
Boston Sports Club February 2006 - May 2008
Education
University of Massachusetts Dartmouth 2007 — 2011
Finance
State Street Corporation 1999 - Present
Education
University of Massachusetts Boston 1986 — 1990
BSc, Pure Mathematics, Mathematics
Red Door Realty June 2010 - Present
State Street Corporation July 2000 - May 2010
Skills
Investments, Customer Relations, Real Estate, Troubleshooting, SQLite, VBA, MS-DOS, SWIFT messaging, MS Office Suite, HTML
Education
University of New Hampshire
Bachelor of Arts
Cambridge Associates December 2013 - Present
Deutsche Bank Alternative Fund Services September 2010 - November 2013
Bank of New York Mellon August 2008 - August 2010
State Street Corporation March 2007 - August 2008
Skills
Bloomberg, Accounting, Accounts Payable, General Ledger, Accounts Receivable, Hedge Funds, Securities, Mutual Funds, Financial Statements, Financial Services, Bonds, Microsoft Excel, Outlook, Accruals
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2006
Bachelor of Science, Finance
University of Otago 2005 — 2005
Business and Economics
Sun Life Financial February 2014 - Present
Fidelity Investments January 2012 - January 2014
Fideity Investments June 1999 - January 2014
State Street Corporation February 2010 - December 2011
State Street Global Advisors August 2007 - February 2010
ByAll Accounts April 2002 - June 2004
Moors & Cabot February 2000 - April 2002
Skills
FINRA Series 7, FINRA Series 63, Securities, Hedge Funds, Equities, Relationship Management, Mutual Funds, Options, Finance, Financial Services, Alternative Investments, Investments, Back Office, FINRA, Trading, Fixed Income, Asset Management, Asset Allocation, Wealth Management, Risk Management, Series 7, Series 63
Education
University of Massachusetts Boston
Bachelor of Business Administration (BBA), Business Administration and Management, General
State Street Corporation December 2000 - May 2007
Education
University of Massachusetts, Amherst
Associates, Liberal Arts
State Street September 2011 - Present
State Street Corporation December 2007 - Present
Skills
Financial Services, Microsoft Office, Fixed Income, Account Management, Mutual Funds, Relationship Management, Equities, Banking, Risk Management, Bloomberg, Securities, Insurance, Financial Analysis, Asset Management, Global Custody, Investments, Portfolio Management, Fund Accounting, Hedge Funds, Bloomberg Terminal, Fund Administration, FX Options, Derivatives, Alternative Investments, Back Office, Corporate Actions, Bonds
Education
University of Massachusetts, Amherst
Business
STATE STREET CORPORATION September 2010 - Present
STATE STREET CORPORATION August 2005 - September 2010
Education
University of Massachusetts, Amherst 2000 — 2005
BA, Economics
State Street Corporation April 2010 - Present
State Street global Advisors 2007 - 2010
State Street Corporation 2004 - 2007
Beta Group, Inc January 2001 - January 2003
Skills
Business & Financial..., Project Coordination &..., Process Improvement &..., Training & Development, Business/ Technology..., Dashboard & Metric..., Policy Creation &..., High Level & Detailed..., Program Implementation..., Client & Supplier..., Audit Coordination &..., Risk Mitigation..., RFI/ RFP/ Contract..., Budget Accountability, Risk Management, Program Management, Project Management, Employee Training, Training, Management, Business Analysis, Accountability
Education
University of Massachusetts Dartmouth 1994 — 1998
BS, Civil & Environmental Engineering
NQHS
State Street Corporation March 2006 - Present
Education
UMass Dartmouth 2001 — 2005
Accounting
Bank of America February 2012 - November 2014
State Street Corporation January 2011 - June 2011
State Street Corporation March 2008 - January 2011
Walgreen's Pharmacy June 2006 - March 2008
Skills
Advanced microsoft..., Multilingual, MCH, Bloomberg, Fund Administration, Financial Reporting, Fund Accounting, Equities, Accounting, Customer Service, Financial Services, Microsoft Office, Fixed Income, Microsoft Excel
Education
UMass Boston
Bachelor of Science, Business Administration, concentration Management
Offshore Specialty Fabricators, LLC October 2007 - Present
Tetra Applied Technologies, L.P October 2006 - September 2007
Offshore Specialty Fabricators, Inc March 2006 - October 2006
Roy Phelps Designs January 2004 - January 2005
State Street Corporation January 1999 - January 2004
Education January 2001 - January 2002
State Street Corporation January 1999 - January 2001
Merrill Lynch January 1998 - January 1999
4 C's Cafe January 1995 - January 1998
Education
University of Massachusetts Dartmouth 1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Management
University of Massachusetts Dartmouth 1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Finance
Acton Boxborough Regional High School 1992 — 1994
State Street Corporation December 2013 - Present
State Street July 2013 - December 2013
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Corporate Finance, Investments, Finance, Valuation, Data Analysis, Financial Reporting, Risk Management
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (BBA), Finance
State Street Corporation April 2009 - Present
State Street October 2006 - March 2009
State Street August 2004 - September 2006
Skills
Accounting, Mutual Funds, Microsoft, Project Coordination
Education
University of Massachusetts at Lowell 1989 — 1993
Bachelor of Science, Accounting
State Street Corporation June 2006 - August 2014
SunGard 1999 - 2006
Skills
Financial Services, Vendor Management, Mutual Funds, SQL, Requirements Analysis, SDLC, Business Analysis, Fixed Income, Equities, Process Improvement, Financial Analysis, Bloomberg, Securities
Education
University of Massachusetts, Amherst
Bachelor's degree, Sociology
Citi September 2015 - Present
State Street September 2014 - August 2015
JPMorgan Chase February 2010 - February 2013
JPMorgan Chase November 2006 - February 2010
State Street Corporation January 2005 - October 2006
Skills
Accounting, Tax Accounting, Financial Statements, RIC Tax, Bloomberg, Tax Returns, Microsoft Office
Education
University of Massachusetts Boston
Bachelor of Science (B.S.), Accounting and Finance
State Street July 2013 - Present
Bank of America January 2008 - July 2013
State Street Corporation September 2007 - January 2008
State Street Corporation April 2006 - August 2007
Education
University of Massachusetts, Amherst 2000 — 2006
Bachelor of Arts, Mathematics and Economics
Eye Health Care of Bourne Optical Shop, Inc. January 2004 - December 2012
State Street Corporation April 2002 - December 2003
State Street Corporation June 1998 - April 2002
Skills
Project Management, Research, Strategic Planning
Education
UMass Boston
Bachelor of Arts (BA), Economics
Mai's Nails May 2011 - June 2013
State Street Corporation December 2007 - September 2010
Mass General Hospital September 2006 - December 2007
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor's degree, Sociology, 3.0
Brown Brothers Harriman Tax OfficerState Street CorporationApril 2013 - June 2014
State Street Corporation December 2009 - April 2013
PricewaterhouseCoopers August 2008 - December 2009
PricewaterhouseCoopers September 2006 - August 2008
Education
University of Massachusetts Boston 2003 — 2006
Bachelor of Science, Accounting and Business/Management