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
Employee
Years
Job
Industry
Tim Hulme, PMP Tim Hulme, PMP's STATE STREET CORPORATION Experience July 2007 - January 2009
Job Technical Project Manager at PPOC
Industry Hospital & Health Care
Experience
Pediatric Physicians' Organization at Children's (PPOC) October 2013 - Present
Sturdy Memorial Hospital June 2009 - September 2013
State Street Corporation July 2007 - January 2009
Investors Bank & Trust March 2005 - July 2007
MEDITECH 1999 - 2005
MEDITECH 1994 - 1999
Skills
Meditech, Software Project..., Project Management, Centricity, Healthcare Information..., Health Information..., Patient Portal, EMR, SDLC, IT Operations, PMP, CBORD, Vendor Relationships, Vendor Management, IT Management, IT Operations Management, Applications Software...
Education
University of Rhode Island 1990 — 1994
Bachelor of Science, Political Science
Mount Saint Charles
Mount Saint Charles
Mount Saint Charles
Pediatric Physicians' Organization at Children's (PPOC) October 2013 - Present
Sturdy Memorial Hospital June 2009 - September 2013
State Street Corporation July 2007 - January 2009
Investors Bank & Trust March 2005 - July 2007
MEDITECH 1999 - 2005
MEDITECH 1994 - 1999
Skills
Meditech, Software Project..., Project Management, Centricity, Healthcare Information..., Health Information..., Patient Portal, EMR, SDLC, IT Operations, PMP, CBORD, Vendor Relationships, Vendor Management, IT Management, IT Operations Management, Applications Software...
Education
University of Rhode Island 1990 — 1994
Bachelor of Science, Political Science
Mount Saint Charles
Mount Saint Charles
Mount Saint Charles
Andrew Burrell, CAIA Andrew Burrell, CAIA's STATE STREET CORPORATION Experience January 2011 - January 2012
Job Junior Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2012 - Present
State Street Corporation January 2011 - January 2012
Skills
Valuation, Financial Modeling, Investments, Private Equity, Financial Reporting, Accounting, Business Planning, Analysis, Alternative Investments, Start-up Ventures, Venture Financing
Education
University of South Carolina - The Moore School of Business 2007 — 2010
BS, Investment Finance, Entrepreneurial Management
Prudential Financial January 2012 - Present
State Street Corporation January 2011 - January 2012
Skills
Valuation, Financial Modeling, Investments, Private Equity, Financial Reporting, Accounting, Business Planning, Analysis, Alternative Investments, Start-up Ventures, Venture Financing
Education
University of South Carolina - The Moore School of Business 2007 — 2010
BS, Investment Finance, Entrepreneurial Management
Justin Albert Justin Albert's STATE STREET CORPORATION Experience March 2005 - July 2006
Job Analyst
Industry Investment Management
Experience
DDJ Capital Management April 2015 - Present
Seamans Capital Management June 2013 - March 2015
Harvard University August 2012 - June 2013
University of Rochester Investment Office November 2007 - April 2012
Harvard Management Company August 2006 - October 2007
State Street Corporation March 2005 - July 2006
Skills
Bloomberg, Financial Modeling, PowerPoint, Word, Outlook, SWIFT, Scenario Analysis, Euroclear, Microsoft Office, Financial Reporting, Excel, Hedge Funds, FX, Statistics, Valuation, Fixed Income, Swaps, Equities, Securities, Accounting, Financial Analysis, Investments, Asset Management, Derivatives, Reconciliation, Portfolio Management, Bonds, Analysis, Mutual Funds, Economics, Settlement, Cash Management, Pricing, Alternative Investments, Problem Solving, Asset Allocation, Capital Markets, Financial Markets, Risk, Financial Accounting, Cash Flow, Settlements, Forecasting, DCF, Reconciliations, Fund Accounting, Fixed Income Products, Microsoft Excel, Microsoft Word, Quantitative Analytics
Education
William E. Simon School of Business 2009 — 2011
Masters of Business Administration, Finance
University of Rochester 1999 — 2003
Bachelor of Arts, Economics
DDJ Capital Management April 2015 - Present
Seamans Capital Management June 2013 - March 2015
Harvard University August 2012 - June 2013
University of Rochester Investment Office November 2007 - April 2012
Harvard Management Company August 2006 - October 2007
State Street Corporation March 2005 - July 2006
Skills
Bloomberg, Financial Modeling, PowerPoint, Word, Outlook, SWIFT, Scenario Analysis, Euroclear, Microsoft Office, Financial Reporting, Excel, Hedge Funds, FX, Statistics, Valuation, Fixed Income, Swaps, Equities, Securities, Accounting, Financial Analysis, Investments, Asset Management, Derivatives, Reconciliation, Portfolio Management, Bonds, Analysis, Mutual Funds, Economics, Settlement, Cash Management, Pricing, Alternative Investments, Problem Solving, Asset Allocation, Capital Markets, Financial Markets, Risk, Financial Accounting, Cash Flow, Settlements, Forecasting, DCF, Reconciliations, Fund Accounting, Fixed Income Products, Microsoft Excel, Microsoft Word, Quantitative Analytics
Education
William E. Simon School of Business 2009 — 2011
Masters of Business Administration, Finance
University of Rochester 1999 — 2003
Bachelor of Arts, Economics
Brandon Cone Brandon Cone's STATE STREET CORPORATION Experience July 2007 - October 2008
Job Reconciliation Representative III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Arkwright Advanced Coating April 2011 - June 2014
Bank of America May 2010 - October 2010
PricewaterhouseCoopers LLP October 2008 - November 2009
State Street Corporation July 2007 - October 2008
State Street Corporation July 2006 - July 2007
Gold Medal Bakery January 2005 - July 2006
Gold Medal Bakery September 2004 - January 2005
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Business Administration, Finance
Fidelity Investments June 2014 - Present
Arkwright Advanced Coating April 2011 - June 2014
Bank of America May 2010 - October 2010
PricewaterhouseCoopers LLP October 2008 - November 2009
State Street Corporation July 2007 - October 2008
State Street Corporation July 2006 - July 2007
Gold Medal Bakery January 2005 - July 2006
Gold Medal Bakery September 2004 - January 2005
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Business Administration, Finance
Gerard Langlais, CPA Gerard Langlais, CPA's STATE STREET CORPORATION Experience April 2010 - January 2012
Job Executive Consultant
Industry Financial Services
Experience
Executive Consulting January 2012 - Present
State Street Corporation April 2010 - January 2012
Gilbane Building Company January 2007 - April 2010
Ernst & Young December 1996 - January 2007
Price Waterhouse September 1990 - December 1996
Skills
SOX, IFRS, US GAAP, Executive Management, Acquisition Integration
Education
University of Rhode Island 1985 — 1990
BS, Accounting
Executive Consulting January 2012 - Present
State Street Corporation April 2010 - January 2012
Gilbane Building Company January 2007 - April 2010
Ernst & Young December 1996 - January 2007
Price Waterhouse September 1990 - December 1996
Skills
SOX, IFRS, US GAAP, Executive Management, Acquisition Integration
Education
University of Rhode Island 1985 — 1990
BS, Accounting
Sokha K. Sen Sokha K. Sen's STATE STREET CORPORATION Experience October 2012 - Present
Job Senior Associate, Securities Valuation
Industry Financial Services
Experience
STATE STREET CORPORATION October 2012 - Present
STATE STREET CORPORATION January 2010 - October 2012
IBT/ STATE STREET CORPORATION September 2008 - December 2009
INVESTORS BANK & TRUST July 2006 - December 2007
Skills
Equities, Fixed Income, Mutual Funds, Bloomberg, Investments, Derivatives, Financial Analysis, Financial Services, Securities, Portfolio Management, Asset Management, Hedge Funds, Risk Management, Financial Modeling, Banking
Education
Johnson & Wales University 2004 — 2006
Master of Science, Finance
University of Rhode Island 1997 — 2001
Bachelor of Science, Finance
STATE STREET CORPORATION October 2012 - Present
STATE STREET CORPORATION January 2010 - October 2012
IBT/ STATE STREET CORPORATION September 2008 - December 2009
INVESTORS BANK & TRUST July 2006 - December 2007
Skills
Equities, Fixed Income, Mutual Funds, Bloomberg, Investments, Derivatives, Financial Analysis, Financial Services, Securities, Portfolio Management, Asset Management, Hedge Funds, Risk Management, Financial Modeling, Banking
Education
Johnson & Wales University 2004 — 2006
Master of Science, Finance
University of Rhode Island 1997 — 2001
Bachelor of Science, Finance
Matt Warden Matt Warden's STATE STREET CORPORATION Experience November 2010 - May 2012
Job FX Operations Specialist at SSGM
Industry Financial Services
Experience
State Street May 2012 - August 2012
State Street Corporation November 2010 - May 2012
State Street September 2009 - October 2010
Ram Fund January 2009 - October 2009
Collegiate Entrepreneurs Inc. May 2004 - September 2007
Skills
Analytical Skills, Managed Hosting, Financial Modeling, Investments, Valuation, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Trading, Accounting, Research, Finance, Microsoft Word, Market Research
Education
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Science (B.S.), Finance, Year and a half of Engineering.
State Street May 2012 - August 2012
State Street Corporation November 2010 - May 2012
State Street September 2009 - October 2010
Ram Fund January 2009 - October 2009
Collegiate Entrepreneurs Inc. May 2004 - September 2007
Skills
Analytical Skills, Managed Hosting, Financial Modeling, Investments, Valuation, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Trading, Accounting, Research, Finance, Microsoft Word, Market Research
Education
University of Rhode Island - College of Business Administration 2005 — 2009
Bachelor of Science (B.S.), Finance, Year and a half of Engineering.
Michelle Melander's STATE STREET CORPORATION Experience June 2012 - October 2014
Job
Industry Philanthropy
Experience
State Street Corporation June 2012 - October 2014
Monster Worldwide October 2007 - May 2012
Monster October 2005 - October 2007
Skills
Employer Branding, Applicant Tracking..., Salesforce.com, Talent Acquisition, SEM, Philanthropy, Account Management, Recruiting, Analytics, Project Management, Lead Generation, CRM, Strategic Partnerships, Web Analytics, Human Resources, Cold Calling, Talent Management, SaaS, Recruitment Advertising, Online Advertising, Onboarding, Customer Retention, Business Development
Education
University of Saint Joseph 1979 — 1981
BA Art History, Business
State Street Corporation June 2012 - October 2014
Monster Worldwide October 2007 - May 2012
Monster October 2005 - October 2007
Skills
Employer Branding, Applicant Tracking..., Salesforce.com, Talent Acquisition, SEM, Philanthropy, Account Management, Recruiting, Analytics, Project Management, Lead Generation, CRM, Strategic Partnerships, Web Analytics, Human Resources, Cold Calling, Talent Management, SaaS, Recruitment Advertising, Online Advertising, Onboarding, Customer Retention, Business Development
Education
University of Saint Joseph 1979 — 1981
BA Art History, Business
Andrew Sheely Andrew Sheely's STATE STREET CORPORATION Experience 1995 - 2000
Job Director, Information Technology at Dyax Corp
Industry Pharmaceuticals
Experience
Dyax September 2013 - Present
Dyax June 2009 - September 2013
Dyax August 2007 - June 2009
Millennium Pharmaceuticals January 2005 - August 2007
Millennium Pharmaceuticals June 2004 - January 2005
Millennium Pharmaceuticals June 2002 - June 2004
Millennium Pharmaceuticals June 2001 - June 2002
WP Corcoran July 2000 - June 2001
State Street Bank November 1998 - July 2000
State Street Corporation 1995 - 2000
Skills
Lifesciences, Cross-functional Team..., Pharmaceutical Industry, Business Analysis, Process Improvement, Program Management, Integration, FDA, Biotechnology, Project Management, Business Process, CRM, Management, Quality Assurance, Software Development, Strategic Planning
Education
Regis University 2007 — 2011
MS, Computer Information Technology
ITIL
Foundation Certificate in Information Technology Service Management
University of Rhode Island
BA, Economics
Dyax September 2013 - Present
Dyax June 2009 - September 2013
Dyax August 2007 - June 2009
Millennium Pharmaceuticals January 2005 - August 2007
Millennium Pharmaceuticals June 2004 - January 2005
Millennium Pharmaceuticals June 2002 - June 2004
Millennium Pharmaceuticals June 2001 - June 2002
WP Corcoran July 2000 - June 2001
State Street Bank November 1998 - July 2000
State Street Corporation 1995 - 2000
Skills
Lifesciences, Cross-functional Team..., Pharmaceutical Industry, Business Analysis, Process Improvement, Program Management, Integration, FDA, Biotechnology, Project Management, Business Process, CRM, Management, Quality Assurance, Software Development, Strategic Planning
Education
Regis University 2007 — 2011
MS, Computer Information Technology
ITIL
Foundation Certificate in Information Technology Service Management
University of Rhode Island
BA, Economics
Todd Goodman, MBA Todd Goodman, MBA's STATE STREET CORPORATION Experience November 2012 - Present
Job Client Operations Manager at State Street Corporation
Industry Financial Services
Experience
State Street Corporation November 2012 - Present
CitiStreet/ING 2006 - 2012
CitiStreet 2000 - 2006
Skills
Employee Benefits, Benefits Administration, Qualified Domestic..., Pension Administration, Qualified Retirement..., Defined Benefit, 401k, Executive Pay, Retirement, Performance Management, Human Resources, Employee Relations, PeopleSoft, New Hire Orientations, Leadership, Payroll, Customer Service, Public Speaking, Strategic Planning, Management, Team Building, Process Improvement, Vendor Management
Education
University of Phoenix
Master of Business Administration (MBA), Human Resources Management and Services
State Street Corporation November 2012 - Present
CitiStreet/ING 2006 - 2012
CitiStreet 2000 - 2006
Skills
Employee Benefits, Benefits Administration, Qualified Domestic..., Pension Administration, Qualified Retirement..., Defined Benefit, 401k, Executive Pay, Retirement, Performance Management, Human Resources, Employee Relations, PeopleSoft, New Hire Orientations, Leadership, Payroll, Customer Service, Public Speaking, Strategic Planning, Management, Team Building, Process Improvement, Vendor Management
Education
University of Phoenix
Master of Business Administration (MBA), Human Resources Management and Services
Ashwini Sabnis, MBA, PHR Ashwini Sabnis, MBA, PHR's STATE STREET CORPORATION Experience May 2008 - August 2008
Job Human Resources Business Partner at HewlettPackard
Industry Human Resources
Experience
Hewlett-Packard August 2013 - Present
Hewlett-Packard July 2012 - August 2013
Hewlett-Packard March 2011 - July 2012
Hewlett-Packard April 2010 - March 2011
HP April 2009 - April 2010
State Street Corporation May 2008 - August 2008
Skills
HR Consulting, Onboarding, Personnel Management, SharePoint, Strategy, Training, Organizational..., Employee Relations, Leadership, Human Resources, Workforce Planning, Program Management, Management, Analysis, Employee Benefits, Project Management, Interviews, Deferred Compensation, Performance Management, Talent Management
Education
California State University East Bay - School of Business and Economics 2006 — 2008
MBA, Human Resources
University of Pune 1997 — 1999
MA, German
University of Pune
Bachelor of Commerce, Cost Accounting and Economics
Hewlett-Packard August 2013 - Present
Hewlett-Packard July 2012 - August 2013
Hewlett-Packard March 2011 - July 2012
Hewlett-Packard April 2010 - March 2011
HP April 2009 - April 2010
State Street Corporation May 2008 - August 2008
Skills
HR Consulting, Onboarding, Personnel Management, SharePoint, Strategy, Training, Organizational..., Employee Relations, Leadership, Human Resources, Workforce Planning, Program Management, Management, Analysis, Employee Benefits, Project Management, Interviews, Deferred Compensation, Performance Management, Talent Management
Education
California State University East Bay - School of Business and Economics 2006 — 2008
MBA, Human Resources
University of Pune 1997 — 1999
MA, German
University of Pune
Bachelor of Commerce, Cost Accounting and Economics
Eric Ganz Eric Ganz's STATE STREET CORPORATION Experience September 2007 - May 2011
Job Associate FSO Tax at EY (Ernst & Young LLP)
Industry Accounting
Experience
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
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
Christopher Melfi Christopher Melfi's STATE STREET CORPORATION Experience September 2004 - September 2010
Job Manager of Program Office COM Team at Eagle Investment Systems
Industry Computer Software
Experience
Eagle Investment Systems October 2013 - Present
Eagle Investment Systems October 2010 - October 2013
State Street Corporation September 2004 - September 2010
Skills
Fund Accounting, Securities, Corporate Actions, Fixed Income, Equities, Financial Services, Derivatives, Middle Office, Management, Bloomberg, Relationship Management, Back Office, Asset Management, Mutual Funds, Comedic Timing
Education
University of Rhode Island 2000 — 2003
Bachelor's degree, Broadcast Journalism
Western Connecticut State University 1999 — 2000
Meteorology
Eagle Investment Systems October 2013 - Present
Eagle Investment Systems October 2010 - October 2013
State Street Corporation September 2004 - September 2010
Skills
Fund Accounting, Securities, Corporate Actions, Fixed Income, Equities, Financial Services, Derivatives, Middle Office, Management, Bloomberg, Relationship Management, Back Office, Asset Management, Mutual Funds, Comedic Timing
Education
University of Rhode Island 2000 — 2003
Bachelor's degree, Broadcast Journalism
Western Connecticut State University 1999 — 2000
Meteorology
Asha Paramesh's STATE STREET CORPORATION Experience June 2007 - Present
Job AVP Design Analyst at State Street Corporation
Industry Financial Services
Experience
State Street Corporation June 2007 - Present
Merrill Lynch 2005 - 2007
Qvector Inc 2004 - 2005
Prudential Financial 2003 - 2004
Nedbank 1999 - 2001
Financial Services - Various June 1994 - January 1999
Skills
SDLC, Business Analysis, Vendor Management, Software Project..., Requirements Analysis, Business Process..., Program Management, Project Management, Management, IT Strategy, Microsoft Office, Software Development
Education
Pune University 1992 — 1994
Master of Business Administration (MBA), Finance and Financial Management Services, A+
Pune University 1989 — 1992
Bachelor's degree in Computer Science, Computer Science
State Street Corporation June 2007 - Present
Merrill Lynch 2005 - 2007
Qvector Inc 2004 - 2005
Prudential Financial 2003 - 2004
Nedbank 1999 - 2001
Financial Services - Various June 1994 - January 1999
Skills
SDLC, Business Analysis, Vendor Management, Software Project..., Requirements Analysis, Business Process..., Program Management, Project Management, Management, IT Strategy, Microsoft Office, Software Development
Education
Pune University 1992 — 1994
Master of Business Administration (MBA), Finance and Financial Management Services, A+
Pune University 1989 — 1992
Bachelor's degree in Computer Science, Computer Science
Al Sopyla's STATE STREET CORPORATION Experience 1980 - 2001
Job Consultant at NextGen Associates, inc
Industry Financial Services
Experience
NextGen Associates, inc October 2001 - Present
State Street Corporation 1980 - 2001
Skills
Management Consulting, Business Analysis, Enterprise Architecture, Strategic Planning, Financial Services, IT Strategy, Risk Management, Vendor Management, Governance, SDLC, Outsourcing, Business Intelligence, PMO
Education
University of Pittsburgh
NextGen Associates, inc October 2001 - Present
State Street Corporation 1980 - 2001
Skills
Management Consulting, Business Analysis, Enterprise Architecture, Strategic Planning, Financial Services, IT Strategy, Risk Management, Vendor Management, Governance, SDLC, Outsourcing, Business Intelligence, PMO
Education
University of Pittsburgh
AJ Cerrone's STATE STREET CORPORATION Experience April 2008 - July 2010
Job International Trade Support Analyst at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets January 2014 - Present
State Street Global Advisors October 2013 - January 2014
Morgan Stanley December 2011 - October 2013
Morgan Stanley July 2010 - December 2011
State Street Corporation April 2008 - July 2010
Cerrone Exterior January 2004 - July 2010
Skills
Financial Services, Derivatives, Securities, Settlement, Trading, Prime Brokerage, Trading Operations, Middle Office, Bloomberg, Client Services, Mutual Funds, Omgeo Oasys, DTC, Trade Support, Equity Securities, FIX, Order Routing, SWIFT messaging, NASDAQ ACT Workstation, Foreign Exchange, SSEOMS, Series 7, Equities, Series 63
Education
University of Rhode Island
Bachelor of Science, Business Administration
Wayland High School 2001 — 2002
Naperville Central High School 1998 — 2001
Fidelity Capital Markets January 2014 - Present
State Street Global Advisors October 2013 - January 2014
Morgan Stanley December 2011 - October 2013
Morgan Stanley July 2010 - December 2011
State Street Corporation April 2008 - July 2010
Cerrone Exterior January 2004 - July 2010
Skills
Financial Services, Derivatives, Securities, Settlement, Trading, Prime Brokerage, Trading Operations, Middle Office, Bloomberg, Client Services, Mutual Funds, Omgeo Oasys, DTC, Trade Support, Equity Securities, FIX, Order Routing, SWIFT messaging, NASDAQ ACT Workstation, Foreign Exchange, SSEOMS, Series 7, Equities, Series 63
Education
University of Rhode Island
Bachelor of Science, Business Administration
Wayland High School 2001 — 2002
Naperville Central High School 1998 — 2001
Dale Gaffey's STATE STREET CORPORATION Experience August 1998 - January 2013
Job Assistant Vice President at State Street Bank
Industry Information Technology and Services
Experience
State Street Bank August 1998 - January 2013
State Street Corporation August 1998 - January 2013
JPMorgan 1992 - 1996
Skills
Fixed Income, Mutual Funds, Equities, Securities, Financial Services, Fund Accounting, Bloomberg, Derivatives, Asset Management, Hedge Funds, Corporate Actions, Middle Office
Education
University of Rhode Island 1992 — 1998
Bachelor of Arts (B.A.), Economics
State Street Bank August 1998 - January 2013
State Street Corporation August 1998 - January 2013
JPMorgan 1992 - 1996
Skills
Fixed Income, Mutual Funds, Equities, Securities, Financial Services, Fund Accounting, Bloomberg, Derivatives, Asset Management, Hedge Funds, Corporate Actions, Middle Office
Education
University of Rhode Island 1992 — 1998
Bachelor of Arts (B.A.), Economics
Karen Fisher Sheppard's STATE STREET CORPORATION Experience October 2005 - Present
Job Assistant Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Corporation October 2005 - Present
MFS Investment Management August 1999 - October 2005
Thomson Financial August 1995 - June 1998
Skills
Fixed Income, Bloomberg
Education
University of Rhode Island 1987 — 1990
BS
State Street Corporation October 2005 - Present
MFS Investment Management August 1999 - October 2005
Thomson Financial August 1995 - June 1998
Skills
Fixed Income, Bloomberg
Education
University of Rhode Island 1987 — 1990
BS
Jason Martone's STATE STREET CORPORATION Experience April 2011 - Present
Job Alternative Investment Solutions Fund Administrator at State Street Bank
Industry Accounting
Experience
State Street Corporation April 2011 - Present
Ryan Center August 2008 - April 2011
Ryan Center January 2008 - April 2011
Northwestern Mutual Financial Network October 2009 - May 2010
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, Bookkeeping, Financial Reporting, Customer Service, Tax, Auditing, Research, English, Access, Accounts Payable, Finance, General Ledger, Fund Accounting, Financial Statements, GAAP, Financial Services, Fund Administration
Education
University of Rhode Island 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Lincoln High School 2002 — 2006
Diploma, 2006
State Street Corporation April 2011 - Present
Ryan Center August 2008 - April 2011
Ryan Center January 2008 - April 2011
Northwestern Mutual Financial Network October 2009 - May 2010
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, Bookkeeping, Financial Reporting, Customer Service, Tax, Auditing, Research, English, Access, Accounts Payable, Finance, General Ledger, Fund Accounting, Financial Statements, GAAP, Financial Services, Fund Administration
Education
University of Rhode Island 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Lincoln High School 2002 — 2006
Diploma, 2006
Lori Bolejack's STATE STREET CORPORATION Experience August 2006 - September 2008
Job Searching for a family oriented career with flexible hours
Industry Accounting
Experience
Mosaic November 2011 - April 2015
Susan G. Komen for the Cure October 2009 - August 2013
Robert Half Finance & Accounting March 2011 - August 2011
ClickSpeed November 2010 - February 2011
Agape Montessori School September 2009 - October 2010
Clinical Reference Laboratory September 2008 - August 2009
State Street Corporation August 2006 - September 2008
Shawnee Mission School District July 2005 - August 2006
Benso, Inc. July 2001 - April 2004
Skills
Accounts Payable, Account Reconciliation, Budgets, Accounts Receivable, Microsoft Excel, Forecasting, Bank Reconciliation, Projects, Financial Variance..., PeopleSoft, Accounting, Outlook, General Ledger, Strategic Planning, Customer Service, Microsoft Office, Non-profits, Process Improvement, Financial Analysis, Event Planning, Nonprofits, Management, Leadership, Analysis, Fundraising
Education
University of Phoenix 2005 — 2007
Masters, Business Administration
University of Phoenix 2003 — 2005
Bachelor of Science, Business Management
Mosaic November 2011 - April 2015
Susan G. Komen for the Cure October 2009 - August 2013
Robert Half Finance & Accounting March 2011 - August 2011
ClickSpeed November 2010 - February 2011
Agape Montessori School September 2009 - October 2010
Clinical Reference Laboratory September 2008 - August 2009
State Street Corporation August 2006 - September 2008
Shawnee Mission School District July 2005 - August 2006
Benso, Inc. July 2001 - April 2004
Skills
Accounts Payable, Account Reconciliation, Budgets, Accounts Receivable, Microsoft Excel, Forecasting, Bank Reconciliation, Projects, Financial Variance..., PeopleSoft, Accounting, Outlook, General Ledger, Strategic Planning, Customer Service, Microsoft Office, Non-profits, Process Improvement, Financial Analysis, Event Planning, Nonprofits, Management, Leadership, Analysis, Fundraising
Education
University of Phoenix 2005 — 2007
Masters, Business Administration
University of Phoenix 2003 — 2005
Bachelor of Science, Business Management
James Prentice's STATE STREET CORPORATION Experience July 2014 - January 2015
Job Financial Services Professional with Experience in Capital Markets Consulting, Business Analysis, Investment Operations
Industry Financial Services
Experience
STATE STREET CORPORATION July 2014 - January 2015
Wipro Technologies February 2011 - February 2014
Boston Company Asset Management, LLC May 2006 - January 2009
The Boston Company 1991 - 2009
The Boston Company Asset Management, LLC November 2004 - May 2006
The Boston Company Asset Management, LLC September 2000 - November 2004
The Boston Company Asset Management, LLC November 1995 - August 2001
The Boston Company Asset Management, LLC June 1995 - November 1995
The Boston Company Asset Management, LLC October 1991 - June 1995
Skills
Investments, Client Service, Fixed Income, Fund Accounting, Hedge Funds, Trading, Equities, Bloomberg, Mutual Funds, Financial Services, Management, Analysis, Asset Allocation, Settlement, Corporate Actions, Securities, Capital Markets, Derivatives, Asset Management, Client Services, Trading Systems, Financial Markets, Portfolio Management, Business Analysis, Finance, Alternative Investments, Process Improvement, Risk Management, SDLC, Middle Office
Education
University of South Florida - College of Business Administration
Accounting/Finance
STATE STREET CORPORATION July 2014 - January 2015
Wipro Technologies February 2011 - February 2014
Boston Company Asset Management, LLC May 2006 - January 2009
The Boston Company 1991 - 2009
The Boston Company Asset Management, LLC November 2004 - May 2006
The Boston Company Asset Management, LLC September 2000 - November 2004
The Boston Company Asset Management, LLC November 1995 - August 2001
The Boston Company Asset Management, LLC June 1995 - November 1995
The Boston Company Asset Management, LLC October 1991 - June 1995
Skills
Investments, Client Service, Fixed Income, Fund Accounting, Hedge Funds, Trading, Equities, Bloomberg, Mutual Funds, Financial Services, Management, Analysis, Asset Allocation, Settlement, Corporate Actions, Securities, Capital Markets, Derivatives, Asset Management, Client Services, Trading Systems, Financial Markets, Portfolio Management, Business Analysis, Finance, Alternative Investments, Process Improvement, Risk Management, SDLC, Middle Office
Education
University of South Florida - College of Business Administration
Accounting/Finance
Irvin Perez's STATE STREET CORPORATION Experience August 2004 - December 2011
Job Senior Database Administrator at Oracle Corporation
Industry Information Technology and Services
Experience
Oracle Corporation December 2011 - Present
State Street Corporation August 2004 - December 2011
Skills
Disaster Recovery, Solaris, SDLC, Oracle RAC, Data Warehousing, SQL Tuning, Unix, Database Design, Oracle, Databases, Data Modeling, PL/SQL, RMAN, SQL, Database Administration, AIX, Unix Shell Scripting, Shell Scripting, IBM AIX
Education
University of Rhode Island - College of Business Administration
Bachelor's of Science, Management Information Systems, General
Oracle Corporation December 2011 - Present
State Street Corporation August 2004 - December 2011
Skills
Disaster Recovery, Solaris, SDLC, Oracle RAC, Data Warehousing, SQL Tuning, Unix, Database Design, Oracle, Databases, Data Modeling, PL/SQL, RMAN, SQL, Database Administration, AIX, Unix Shell Scripting, Shell Scripting, IBM AIX
Education
University of Rhode Island - College of Business Administration
Bachelor's of Science, Management Information Systems, General
Liz Mercer's STATE STREET CORPORATION Experience November 2012 - Present
Job Audit Team & Research, Senior Associate at State Street Corporation
Industry Financial Services
Experience
State Street Corporation November 2012 - Present
State Street Corporation February 2011 - November 2012
State Street Corporation July 2009 - February 2011
State Street Corporation November 2002 - November 2006
State Street Corporation August 2000 - November 2002
COMP USA November 1999 - August 2000
COMP USA February 1999 - November 1999
COMP USA December 1998 - February 1999
COMP USA August 1998 - December 1998
COMP USA February 1998 - August 1998
Skills
Corporate Actions, Mutual Funds, Financial Services, Microsoft Office, Corporate Communications, Securities, Equities, Fund Accounting, Investments, Capital Markets, Analysis, Bloomberg, Account Reconciliation, Banking, Accounting, Client Service, Portfolio Management, Process Optimization, Project Management, Training & Development, Quality Control, Auditing, Sales, Client Services, Relationship Management, Customer Service
Education
University of Rhode Island
Marine Biology; Spanish
State Street Corporation November 2012 - Present
State Street Corporation February 2011 - November 2012
State Street Corporation July 2009 - February 2011
State Street Corporation November 2002 - November 2006
State Street Corporation August 2000 - November 2002
COMP USA November 1999 - August 2000
COMP USA February 1999 - November 1999
COMP USA December 1998 - February 1999
COMP USA August 1998 - December 1998
COMP USA February 1998 - August 1998
Skills
Corporate Actions, Mutual Funds, Financial Services, Microsoft Office, Corporate Communications, Securities, Equities, Fund Accounting, Investments, Capital Markets, Analysis, Bloomberg, Account Reconciliation, Banking, Accounting, Client Service, Portfolio Management, Process Optimization, Project Management, Training & Development, Quality Control, Auditing, Sales, Client Services, Relationship Management, Customer Service
Education
University of Rhode Island
Marine Biology; Spanish
Andrew Maloof's STATE STREET CORPORATION Experience June 2010 - January 2011
Job Independent Contractor
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Virtusa July 2011 - August 2014
State Street Corporation June 2010 - January 2011
Choate, Hall & Stewart June 2010 - July 2010
Skills
Financial Reporting, Accounting, Data Analysis, Fixed Income, Microsoft Excel, PowerPoint, Product Control, Microsoft Office, Business Analysis, Microsoft Word, Account Reconciliation
Education
University of Rochester 2007 — 2011
Bachelor's Degree, Financial Economics
Morgan Stanley August 2014 - Present
Virtusa July 2011 - August 2014
State Street Corporation June 2010 - January 2011
Choate, Hall & Stewart June 2010 - July 2010
Skills
Financial Reporting, Accounting, Data Analysis, Fixed Income, Microsoft Excel, PowerPoint, Product Control, Microsoft Office, Business Analysis, Microsoft Word, Account Reconciliation
Education
University of Rochester 2007 — 2011
Bachelor's Degree, Financial Economics
Madhu Khatri's STATE STREET CORPORATION Experience April 2001 - Present
Job Portfolio Accountant at State Street corporation
Industry Investment Management
Experience
State Street corporation April 2001 - Present
Bay State POS April 1999 - June 2000
Office Max January 1995 - April 1999
Education
University of Rajasthan 1980 — 1982
MA Political Science, Economics and Public Administration
State Street corporation April 2001 - Present
Bay State POS April 1999 - June 2000
Office Max January 1995 - April 1999
Education
University of Rajasthan 1980 — 1982
MA Political Science, Economics and Public Administration
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.