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
State Street Corporation June 2010 - Present
Caritas Christi Health Care November 2005 - June 2010
Invoke Solutions 2003 - 2005
State Street 2001 - 2003
Burst Media 1999 - 2001
Wolf & Company, P.C. 1994 - 1996
Skills
Talent Acquisition
Education
Westfield State University 1989 — 1993
BA, Political Science
Boston University
Paralegal Studies
Fidelity Investments July 2015 - Present
Fidelity Investments October 2012 - July 2015
Startupwindow March 2011 - July 2013
RGB Daily April 2008 - July 2013
AOL November 2009 - September 2010
Green Media Makers May 2007 - April 2008
State Street Corporation October 2002 - January 2008
netNumina August 2000 - February 2002
Virtual Ink June 1999 - August 2000
MIT Media Lab September 1996 - January 1999
Skills
Product Development, Software Development, Team Building, User Experience, Strategy, Product Management, Start-ups, Cloud Computing, Distributed Systems, SaaS, Digital Media, Analytics, Entrepreneurship, Mobile Applications, E-commerce, MySQL, Web Development, Agile Methodologies, Mobile Devices, Scalability, Digital Strategy, Architecture, Web Applications, Java Enterprise Edition, Strategic Partnerships
Education
Boston University 2004 — 2007
MS, Financial Economics
Massachusetts Institute of Technology 1994 — 1999
BS, Computer Science and Electrical Engineering
Partners HealthCare October 2014 - Present
Equinox October 2012 - Present
The Niles Company May 2010 - September 2012
NELSON August 2011 - December 2011
State Street Corporation May 2009 - September 2009
Skills
Management, Microsoft Excel, Customer Service, Microsoft Word, Event Planning, Outlook, Research, Public Speaking, Microsoft Office, PowerPoint, Leadership, Teamwork, Marketing, Strong analytical and..., Distinguished business..., Self Managed and..., Data Analysis
Education
UMass Boston 2009 — 2014
Bachelor of Science Degree in Business Administration, Political Science & Economics, 3.0
Lynda.com, Inc. 2013 — 2014
Online Training
Boston Latin School 2003 — 2009
Grantham, Mayo, Van Otterloo & Co. LLC (GMO) March 2009 - Present
State Street Corporation June 2007 - February 2009
State Street Corporation April 2006 - June 2007
Dimock Center Head Start Program October 2004 - March 2006
AmeriCorps*National Civilian Community Corps September 2003 - July 2004
Skills
Fund Accounting, Financial Reporting, Accounting, Hedge Funds, Mutual Funds
Education
Boston College - Carroll School of Management 2012 — 2016
Master of Business Administration (MBA)/Master of Science (MS), Finance, General
Harvard University 2006 — 2010
Graduate-level Certificate, Management
Harvard University 1999 — 2003
Bachelor of Arts (BA), History
MathWorks May 2007 - Present
NESN (New England Sports Network) November 2005 - January 2007
State Street Corporation August 1998 - September 2002
Paramount Partners, LLC 1997 - 1999
Skills
Lead Generation, Project Management, Program Management, Business Process..., Marketing Communications, Email Marketing, Social Media Marketing, Leadership, Marketing, Social Media, Web Marketing, Facebook, Internal Communications, Process Creation, Management, Marketing Strategy, Event Management, Digital Marketing, Blogging, Entrepreneurship, Voice Over, Web Video, Webinar Management, Product Management, Web-based Marketing, Online Video, Online Marketing, SharePoint, Broadcast Television, SEO, Sales, CRM, Demand Generation
Education
Boston University 2002 — 2004
Master of Science, Communications: Broadcast Journalism
Providence College 1994 — 1998
Bachelor of Science, Major: Marketing Minor: Finance
Trillium Asset Management May 2014 - Present
FM Global March 2008 - April 2014
FM Global November 2004 - March 2008
Baring Asset Management March 2001 - July 2003
Baring Asset Management September 2000 - February 2001
Baring Asset Management January 2000 - August 2000
Atlantic Trust Company (Formerly Pell Rudman Trust Company) October 1997 - December 1999
State Street Corporation September 1996 - September 1998
Smith Barney January 1995 - April 1995
Skills
Equities, Financial Modeling, Competitive Analysis, Equity Research, Portfolio Management, Valuation, Asset Allocation, Bloomberg, Financial Analysis, Financial Statement..., Risk Management, Factset, Equity Valuation, Quantitative Analytics, Economics, Investments, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2009
Master of Business Administration (MBA), Specialization: Asset Management
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2009
Master of Science in Finance (MSF)
Plymouth State University 1990 — 1996
Bachelor of Science (BS), Applied Economics
Fenway Acquisition Advisors LLC 2014 - Present
State Street Corporation 2000 - 2013
Foot Locker, Inc. (formerly Footstar, Inc.) 1998 - 2000
MCG global, LLC (formerly Morningside Capital Group) 1996 - 1998
BNY Mellon Corporation (formerly The Boston Company) 1992 - 1995
Skills
Mergers & Acquisitions, Corporate Development, Financial Modeling, Valuation, Strategic Financial..., Investments, Financial Services, Finance, Financial Analysis, Corporate Finance, Strategic Planning, Due Diligence, Project Management, Investment Banking, Forecasting, Portfolio Management, Corporate Advisory, Cross-functional Team..., Business Acumen, Business Development, Growth Strategies, Business Strategy, Business Case..., Acquisitions, M&A analysis, M&A Modeling, M&A Negotiations, DCF Valuation, NPV, IRR, Acquisition Integration, Communication, Analytical Skills, Business Analysis, Outsourcing, Restructuring, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Fund Accounting, Staff Management
Education
Boston College - Carroll School of Management
Masters degree, Finance
University of Colorado at Boulder - Leeds School of Business
Bachelors degree, Finance
Quincy Community Action Programs December 2008 - Present
Isaias C Sarmiento, CFP®, EA January 2008 - Present
State Street Corporation July 2008 - November 2008
Houghton Mifflin Company June 2001 - January 2008
Homeworkhelp.com, Inc August 2000 - June 2001
Walnut Valley Unified School District September 1998 - June 2000
Skills
Financial Planning, Tax Preparation, Tax, Strategic Financial...
Education
Boston University 2007 — 2008
Certificate, Financial Planning
California State University-Fullerton 1998 — 2000
MA, Mathematics
University of California, Riverside 1994 — 1997
BA, Mathematics
Hill Holliday November 2014 - Present
Hill Holliday December 2013 - November 2014
Hill Holliday September 2012 - December 2013
Bits of Health Inc. June 2012 - August 2012
Boston College August 2010 - May 2012
State Street Corporation June 2011 - August 2011
EdVenture Partners January 2011 - May 2011
Bank of Tokyo June 2010 - August 2010
Skills
Bloomberg Terminal, SPSS, Highly self-motivated, Team Leadership, Communication, Analytical Skills, Event Planning, Digital Marketing, Integrated Marketing, Digital Media, Online Advertising, Marketing Strategy
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Finance and Marketing
Citigroup May 2007 - Present
State Street Corporation March 1999 - May 2007
Boston University September 2001 - June 2003
Pencom Web Works July 1998 - February 1999
IDEA Inc. July 1996 - July 1998
Pencom Systems 1997 - 1998
Tata Unisys July 1994 - July 1996
Skills
Reconciliation, Java, Software Development, Java Enterprise Edition, SDLC, Team Building, Integration, Program Management, Software Project..., Enterprise Software, Solaris, Account Reconciliation, Sybase, Management, C++
Education
Boston University 1998 — 2001
M.S, Computer Science
Indian Institute of Technology, Kharagpur 1990 — 1994
B. Tech, EE (Electronics & Electrical Comm. Engineering)
St. Michael's 1980 — 1990
10+2
Ropes & Gray LLP November 2012 - Present
Ropes & Gray LLP May 2011 - July 2011
Law Office of Charlotte S Murphy June 2010 - August 2010
Arts & Business Council of Greater Boston May 2010 - August 2010
Johnson Museum of Art, Cornell University September 2008 - May 2009
Sotheby's May 2008 - August 2008
Museum of Fine Arts May 2008 - August 2008
State Street Corporation May 2006 - August 2006
Education
Boston College Law School 2009 — 2012
Juris Doctor, Law
Cornell University 2005 — 2009
BA, History of Art, Visual Studies
Belmont Savings Bank January 2015 - Present
Belmont Savings Bank June 2012 - January 2015
State Street Corporation November 2007 - June 2012
State Street Corporation March 2007 - November 2007
Uno Chicago Grill November 2003 - March 2007
Skills
Requirements Gathering, Process Improvement, Business Requirements, Change Management, Business Process..., Project Management, Data Analysis, Vendor Management, Risk Management
Education
Endicott College 2009 — 2011
MBA, Finance
Northeastern University 2005 — 2007
BS Leadership, Business
Boston University
Certificate in Business Analysis Fundamentals
eXelate, A Nielsen Company March 2015 - Present
Hedgeable June 2014 - February 2015
Cambridge Associates August 2011 - May 2014
AmniSure International LLC January 2010 - July 2011
Boston University September 2005 - August 2009
Boston University September 2006 - December 2008
State Street Corporation May 2008 - August 2008
Skills
Statistics, Quantitative Research, Data Analysis, Microsoft Excel, Research, Financial Modeling, Analysis, Quantitative Analytics, Economics, Mathematical Modeling, Qualitative Research, Product Support, Product Development, New Business Development, VBA, SQL, HTML
Education
Boston University
B.A., Mathematics, Magna Cum Laude
WELLS FARGO ADVANTAGE FUNDS December 2010 - Present
Evergreen Investments June 2008 - December 2010
State Street Corporation February 2007 - June 2008
State Street Corporation October 2005 - February 2007
AMERICAN FRIENDS SERVICES COMMITTEE November 2004 - October 2005
CP Baker & Company August 2005 - September 2005
Skills
Mutual Funds, Fixed Income, Securities, Equities, Asset Management, Financial Services, Analysis, Valuation, Finance, Bloomberg, Investments, Accounting, Financial Reporting, Fund Accounting, Project Management, Editing, Financial Analysis, Pricing, Risk Management, Microsoft Excel, Microsoft Office, Asset Allocation, Outlook, Bloomberg Terminal, Fund Administration, Time Management, Lotus Notes, General Ledger, Photography, Digital Photography, World History, Outdoor Recreation
Education
Boston University 2000 — 2004
Bachelor’s Degree, Communication, Journalism, and Related Programs
Newton North High School 1996 — 2000
High School
Thomson Reuters March 2014 - Present
Citi November 2010 - December 2013
Capital IQ (formerly TheMarkets.com) April 2010 - November 2010
Global Client Strategies December 2008 - October 2010
State Street Global Markets January 2004 - December 2008
State Street Corporation January 1994 - December 2003
State Street Bank Luxembourg S.A January 1990 - December 1993
Skills
Strategy, Mergers & Acquisitions, Start-ups, Portfolio Management, CRM, Business Development, Investments, Financial Services, Product Management, Management, Asset Management, Finance, Trading, Hedge Funds, Investment Banking, Financial Markets, Asset Managment, Mergers, Analysis, Securities, Executive Management, Business Strategy, Program Management, Leadership, Mutual Funds, Banking, Equities, Fixed Income, Capital Markets, Analytics, Marketing Strategy, Marketing
Education
INSEAD 1993 — 1993
YMP, Business Administration and Management, General
Boston Latin School
Diploma
Boston University - School of Management
bs, Finance
Tech Firm April 2013 - Present
State Street Corporation November 2011 - November 2012
RBS Citizens, N.A. October 2007 - July 2011
Skills
Financial Modeling, Portfolio Management, Alternative Investments, Asset Management, Strategic Financial..., Deal Screening, Corporate Finance, Credit Analysis, Investment Management, Analytical Skills, Investments, Hedge Funds, Equities, Fixed Income, Mutual Funds, Financial Analysis, Problem Solving, Creativity, Valuaton
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
Master's Degree, Finance
Robert Half Technology July 2011 - Present
Novatel Wireless November 2005 - August 2006
State Street Corporation March 1999 - September 2005
State Street Corporation March 1999 - September 2005
State Street Corporation March 1999 - September 2005
State Street Corporation March 1999 - September 2005
Skills
Investments, Compliance, CRM, Insurance, Management, Accounting, Financial Services, Portfolio Management, Sales, Finance, SQL, Recruiting, Networking, Internet Recruiting, Agile Methodologies, Vendor Management, Technical Recruiting, Talent Acquisition, Performance Management, Temporary Staffing, Consulting, Human Resources, SDLC, Business Development, Mutual Funds, Business Analysis, Business Intelligence, Employee Benefits, Contract Recruitment, Staffing Services, Temporary Placement, Screening Resumes, Sourcing, Leadership, Interviews, Screening, Information Technology, Cold Calling, Program Management, Benefits Negotiation, Management Consulting, Executive Search, Training, Applicant Tracking...
Education
University of Vermont 1994 — 1998
BA, Political Science
Boston Latin School
SmartPak October 2013 - Present
State Street January 2012 - October 2013
State Street Corporation October 2009 - February 2012
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Office, SharePoint, Microsoft Word, Lotus Notes
Education
Boston College 2007 — 2009
Bachelor of Science, Carroll School of Management - Marketing
Westfield State College 2004 — 2007
Business Administration
Barclays Investment Bank March 2015 - Present
Barclays Capital February 2012 - March 2015
Barclays Capital February 2011 - February 2012
Concentric Energy Advisors November 2010 - March 2011
Concentric Energy Advisors January 2010 - November 2010
Concentric Energy Advisors July 2008 - December 2009
State Street Corporation May 2007 - August 2007
Education
Boston College 2004 — 2008
BS, Economics, Biochemistry
Harrison Fiduciary Group October 2008 - Present
State Street Corporation 1990 - 2007
Goulston & Storrs 1986 - 1988
Education
New York University School of Law 1983 — 1984
Ll.M., Tax
Boston College Law School 1980 — 1983
JD, Law
The University of Chicago 1975 — 1979
A.B., English
Ashland Antiques December 2011 - Present
octopus, ink. January 2005 - December 2011
NH Electric Co-op October 2004 - 2009
Plymouth State University September 2004 - January 2005
Banta Integrated Media 1997 - 2004
State Street Corporation 2000 - 2002
Silver Burdett Ginn 1996 - 1997
Pageworks 1995 - 1996
Boston University 1987 - 1992
Michela's 1988 - 1991
Education
Plymouth State University 2007 — 2012
MBA
Harvard University 1994 — 1994
Boston University 1986 — 1992
BS
Nettleton High School 1982 — 1986
The Other Baby Book January 2011 - Present
Coaching with Miriam May 2009 - Present
Adelson Family Foundation April 2007 - May 2009
State Street Corporation May 2002 - April 2007
Corporate Volunteer Network May 2002 - December 2006
Corporate Volunteer Council of Greater Boston June 2004 - June 2006
Prozdor at Hebrew College 2001 - 2003
Hillel Council of New England July 1999 - June 2001
Combined Jewish Philanthropies 1999 - 2001
Skills
Coaching, Reiki, Energy Healing, Public Speaking, Workshop Facilitation, Workshop Development, Personal Development, Leadership Development, Leadership, Strategy, Career Counseling, Non-profits
Education
Institute for Professional Excellence in Coaching (iPEC) 2009 — 2009
Professional Coach Certification
Boston University 2001 — 2003
MBA
Clark University 1996 — 1999
BA
UMass Boston
UMass Emerging Leaders Program
Young Judaea Year Course
Fidelity Investments (Veritude) July 2014 - Present
State Street Corporation 2008 - 2012
State Street 2003 - 2008
State Street 1996 - 2003
Skills
Finance, Management, Cross-functional Team..., Fund Accounting, CRM, Corporate Actions, Securities, Account Management, Vendor Relationships, P&L Management, Business Development, Project Management, Operations Management, RFP, Contract Management, Customer Satisfaction, Customer Retention, Long-term Customer..., Operational Risk..., Business Process..., Project Planning, Financial Analysis, Leadership, Sarbanes-Oxley Act, Change Management, Financial Risk, Risk Management, Employee Training, Global Custody, Mutual Funds, Bloomberg, Superior Client Service, Staff Management, Client Relationship..., Training & Development, Branding & Identity, Cross Functional Team..., IT Solutions, DocuSign
Education
Eastern Nazarene College
Bachelor of Science (BS), Business Administration and Management, General
Boston Latin School
State Street June 2014 - Present
Morgan Stanley Wealth Management June 2013 - April 2014
Belle Haven Investments June 2012 - August 2012
State Street Corporation June 2009 - July 2009
Skills
Bloomberg, Portfolio Management, Spanish, Trading, Fixed Income, Competitive Analysis, Mergers & Acquisitions, Marketing, Facebook, Financial Modeling, Financial Analysis, Finance, Bloomberg Terminal, Corporate Finance, Economics, Equities, Mutual Funds, Securities, Equity Research, Valuation, Capital Markets, Hedge Funds, Investments, Derivatives
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science in Finance
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelor of Science, Finance Concentration
Boston College High School 2007 — 2010
Universidad Carlos III de Madrid 2013 — 2013
Business
State Street Corporation August 2007 - Present
State Street December 2005 - August 2007
Wachovia Securities Financial Network August 2003 - December 2005
Skills
Employee Engagement, Program Management, Public Speaking, Training, Program Development, Community Outreach, Volunteer Management, Management, Human Resources, Leadership, Mentoring, Community Development, Time Management, Organizational..., Workshop Facilitation, Staff Development, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2013
Certificate, Corporate Community Involvement
Suffolk University 2006 — 2008
MS, Human Resources
University of Maine at Farmington 1993 — 1998
B.A., Psychology
Bethel Christian Academy August 2014 - Present
Indaba Theatre of New England 2005 - November 2014
Smith Leadership Academy September 2010 - June 2011
Orchard Gardens K-8 School September 2008 - June 2009
2008Gilmore Academy September 2006 - January 2008
2006Self Help, Inc May 2006 - August 2006
State Street Corporation September 2004 - January 2006
State Street Bank January 2001 - August 2004
U.S. Census Bureau January 1999 - January 2000
JFK Library Foundation January 1997 - January 1998
Skills
Fundraising, Non-profits, Public Speaking, Grant Writing, Event Planning, Community Outreach, Strategic Planning, Research, Program Development, Budgets, Event Management, Volunteer Management, Teaching, Microsoft Office, Program Management, Public Relations, Grants, Microsoft Excel, Editing, Management, Nonprofits, Conflict Resolution, Team Building, Training, Microsoft Word, Supervisory Skills, Policy, Leadership, Customer Service, Press Releases, Time Management, Leadership Development, Curriculum Design, Community Development, Staff Development, Organizational..., Workshop Facilitation, Proposal Writing, Program Evaluation, Coaching, Social Networking, Government, Policy Analysis
Education
Lesley University 2007 — 2011
M.E; M.Ed, 2011; Math Grades 5
Boston University 2001 — 2005
M.S; B.A, Administrative Studies; 2005; Financial Markets &; Theatre Arts
UMass Boston 1981 — 1986
B.A., Theatre Arts
UBS Investment Bank July 2015 - Present
Deutsche Bank July 2014 - June 2015
Deutsche Bank June 2013 - August 2013
State Street May 2010 - June 2012
Meketa Investment Group September 2006 - July 2008
State Street Corporation July 2005 - August 2006
Skills
Financial Modeling, Bloomberg, Corporate Finance, Valuation, Factset, Financial Analysis, Investments
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA
Vanderbilt University - Owen Graduate School of Management 2008 — 2009
MS, Finance
Boston University 2001 — 2005
BA, Economics
GreenLight Property Management December 2013 - Present
Various January 2009 - December 2013
State Street Corporation August 2005 - January 2009
Fidelity Investments March 2004 - August 2005
Fidelity Investments July 2000 - October 2002
Putnam Investments June 1997 - July 2000
Fidelity Investments November 1989 - June 1997
The Boston Company July 1983 - November 1989
Concord National Bank June 1981 - July 1983
US Army March 1977 - March 1981
Skills
Process Improvement, Management, Project Management, Business Analysis, Financial Services, Management Consulting, Fixed Income, Equities, Trading Systems, Electronic Trading
Education
Boston University
MS, Computer Information Systems
Boston University
BS, Computer Science
Centinel Financial Group, LLC July 2003 - Present
State Street Corporation May 2001 - July 2003
Cutter Associates August 2000 - May 2001
Grantham, Mayo, Van Otterloo & Co., LLC. April 1995 - August 2000
Army National Guard November 1989 - November 1997
Investors Bank & Trust May 1993 - April 1995
Education
Boston University 1996 — 2000
MSA
Keene State College 1988 — 1992
BS
Amazon September 2011 - Present
Amazon.com June 2008 - November 2011
Amazon.com January 2007 - June 2008
Microsoft Corporation January 2005 - July 2006
Open University Malaysia January 2004 - January 2005
State Street Corporation October 1995 - July 2003
Skills
Cloud Computing, E-commerce, Vendor Management, Software Project..., Cross-functional Team..., Business Analysis, Agile Methodologies, SaaS, Product Management, Enterprise Software, Project Management, IT Strategy, Agile Project Management, Program Management, Analytics, Management
Education
Boston University 1999 — 2002
MS Computer Information Systems, Computer Information Systems
Providence College 1991 — 1995
BS Business Management, Business Administration and Management, General
Banco Santander February 2011 - February 2014
Banco Santander/Sovereign Bank April 2010 - February 2011
State Street Corporation April 2006 - July 2009
State Street Corporation March 2003 - May 2006
State Street Corporation July 2000 - March 2003
State Street Corporation July 1998 - July 2000
Mellon Bank September 1995 - July 1998
Skills
Essbase, Financial Reporting, Strategic Financial..., Financial Modeling, Forecasting, Internal Controls, Budgets, IFRS, Business Process..., Auditing, Corporate Finance, Management, Analysis, Finance, Accounting, Access, Financial Analysis, Banking, Financial Planning
Education
Boston University 2005 — 2005
Certificate
University of Massachusetts Boston 1991 — 1995
Bachelor of Science
Institute of Technology 1981 — 1987
Master of Science
Morristown, VT June 2010 - Present
Town of Norwell, MA August 2006 - June 2010
WalkBoston December 2008 - May 2010
Nelson / Nygaard Consulting Associates December 2005 - August 2006
State Street Corporation November 2000 - July 2006
Choate, Hall & Stewart December 1999 - November 2000
Skills
Municipalities, Land Use Planning, Grant Writing, Community Development, Transportation Planning, Zoning, Project Planning, GIS, Urban Planning, Government, Land Use, Regional Planning, Redevelopment, Environmental Planning, Historic Preservation, Economic Development, Comprehensive Planning, Public Participation, Sustainability, General Public
Education
Boston University 2003 — 2006
Masters, City Planning
Villanova University 1996 — 1999
B.A., English (Honors Program)
St. John's Preparatory School 1991 — 1995
Citizens Financial Group November 2014 - Present
Data Intensity April 2013 - October 2014
REIT Management and Research May 2008 - April 2013
State Street Corporation March 2004 - May 2008
Skills
Disaster Recovery, Data Center, Network Architecture, Cisco Technologies, Virtualization, Vendor Management, VMware, Security, Network Design, Cloud Computing, Network Security, WAN, IT Management, Firewalls, Network Engineering, Networking, Servers, Routing, LAN-WAN, Switches, VPN, Cisco IOS, TCP/IP, Information Security
Education
Boston University
Masters of Science, Telecommunications/Business
Benoit Mizner Simon & Co. Real Estate January 2013 - Present
CC&A Capital August 2010 - Present
Warren Residential Group June 2012 - January 2013
Cambridge Energy Resources 2011 - 2011
ALPFA Boston 2010 - 2011
State Street February 2009 - August 2010
State Street Corporation September 2007 - February 2009
MasterCard December 2006 - August 2007
Emerging Energy Research May 2004 - August 2004
CC & A Consulting September 2001 - January 2004
Skills
Mergers, Management Consulting, Business Development, Management, Sales, Investments, Business Strategy, Leadership, Consulting, Strategy, Real Estate, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Negotiation, Marketing, Entrepreneurship
Education
Boston University - School of Management 1999 — 2001
MBA, Entrepreneurship
Universidad Metropolitana 1992 — 1997
BS Business Management, Science Business Administration; Management
IEA (El Penon)
Forrester Research October 2014 - Present
USS Arizona Civil War Project Fund January 2014 - Present
Forrester Research January 2013 - October 2014
Forrester Research January 2011 - January 2013
Forrester Research January 2010 - December 2010
Jefferies & Company April 2008 - January 2010
Canaccord Adams August 2006 - October 2007
State Street Corporation July 2005 - August 2006
Skills
Trading, Fixed Income, Bloomberg, Investments, Series 7, Solution Selling, Business Development, Key Account Acquisition..., Prospecting Skills, Innovation, Management, Client-centric, Management Consulting, Strategic Marketing..., B2B, B2B Marketing Strategy, Financial Services, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
MBA
Boston College 2001 — 2005
Bachelor of Arts
Uppsala University 2004 — 2004
University College Dublin 2003 — 2003
History
Granite City Electric Supply Co., Inc March 2014 - Present
State Street Corporation July 2011 - March 2014
State Street Bank August 2007 - July 2011
Bank of America October 2005 - August 2007
Skills
Account Reconciliation, Internal Audit, Sales, G/L Reconciliations, SOX Compliancy, Mutual Funds, Financial Services, OFAC, US GAAP, Lean Management, Analysis, Auditing, Microsoft Excel, Banking, Financial Analysis, Securities, Management, Global Plus, SEI,..., Advanced Microsoft..., Glo-Bus Business..., Certified Anti-Money..., ERP, P&L reconciliation, Activity Based Costing, cost-volume-profit..., Cart summery review, Review of Closing..., Fair Value Securities, Account Infomation..., Sales Force, Capstock Review, Eclipse, Journal Entries, Monthly Close, Bank Reconciliation, Client Services, Cost Allocation
Education
Northeastern University 2011 — 2013
Bachelor's degree of Science, Finance and Accounting Management, 3.108
Quincy College 2007 — 2009
Associates in Accounting, Accounting
Boston Latin School 1997 — 2003
Diploma, Ancient Languages
Belmont
Belmont
Bank of America March 2013 - Present
Coldwell Banker Residential Brokerage June 2010 - March 2013
State Street Corporation March 2008 - November 2009
Servenco C.A. May 2006 - March 2008
American Income Life Insurance Company November 2001 - June 2004
Skills
Buyer Representation, Listings, Negotiation, Sellers, First Time Home Buyers, Short Sales, Relocation, Single Family Homes, New Home Sales, Condos, Contract Negotiation, Townhomes, Foreclosures, REO, ABR
Education
Boston College - Carroll School of Management 2004 — 2006
Masters in Science, Administrative Studies / Marketing
Emmanuel College 1997 — 2001
Bachelor's degree, Political Science, Management and Economics
International Monetary Fund November 2010 - Present
The Vietnam Development Bank May 2008 - June 2009
IBM March 2007 - March 2008
Fusione Technologies Vietnam, Ltd. December 2005 - December 2006
State Street Corporation June 1998 - June 2005
Skills
IT Strategy, Business Analysis, Software Project..., IT Management, SharePoint, Project Management, Program Management, Agile Methodologies, User Experience Design..., Analysis, Business Process, Management, Consulting, Leadership, Testing, Enterprise Software, Requirements Analysis, Solution Architecture, Information Technology, Knowledge Management
Education
Boston University
Masters of Science, Computer Science
Boston University - School of Management
Master of Science, MIS
Montachusett Opportunity Council, Inc. January 2013 - Present
Harvard Unitarian Church June 2005 - August 2012
First Congregational Unitarian Society of Westborough August 1998 - June 2005
State Street Corporation April 1988 - February 1994
Thomson McKinnon Securities October 1986 - April 1988
Skills
Finance, Portfolio Management, Accounting, Research, Mutual Funds, Securities, Tax, Management, Public Speaking, Community Outreach, Fundraising, Budgets
Education
Boston University
M.B.A
Clark University 1982 — 1986
BA, Economics
Scarsdale High School 1978 — 1982
Mount Ida College June 2011 - December 2012
Coldwell Banker Residential Brokerage June 2010 - January 2012
Sokolove Law LLC 2008 - 2010
Framingham State College 2006 - 2007
Museum of Fine Arts, Boston 2005 - 2006
Fleet Bank Financial 2000 - 2002
State Street Bank 2000 - 2002
State Street Corporation April 2000 - December 2000
Filene’s 1999 - 2000
Filene’s 1994 - 1996
Education
Boston University 2008 — 2010
Certificate, Graphic and Web Design
Framingham State College 2003 — 2007
BA, Visual Comunications
ICS Software, Ltd February 2014 - Present
Omnicare Inc. May 2012 - March 2013
Specialty RX July 2011 - November 2011
SeniorScript Pharmacy, LLC December 2010 - July 2011
Chem RX December 2003 - November 2010
State Street Corporation 2002 - 2003
Lyons Group August 2001 - October 2002
RIHGA ROYAL HOTELS (The Royal Hotels, Ltd.) 1999 - 2000
Skills
Microsoft Office, Invoicing, Accounts Receivable, Team Building, Managed Care, Customer Service, Account Reconciliation, Accounts Payable, Healthcare, Health Business Systems..., MHC, Bloomberg Terminal, Real World Accounting..., Start of Day, Microsoft Navision, Public Speaking, Speak German, Speak Spanish, Soft writers..., QS1, SigmaCare, Healthcare Management, Medicare, EMR, Revenue Cycle, Hiring, Compliance, Budgeting, Fundraising, Problem Solving, Operations Management, Bookkeeping, Vendor Management, Accounting, Medical Billing, The Sammy Systems (EMR)
Education
Technical Institute of America 2015 — 2015
Certified Project Manager, Project Management
Boston University 1998 — 2001
Bachelors of Science, Hospitality Management
Rachel Riccardella March 2012 - Present
Boston Dance Alliance 2007 - 2013
State Street Corporation August 2005 - March 2012
American Academy of Arts and Sciences January 2004 - August 2004
Skills
Public Relations, Speech Writing, Annual Reports, Content Development, Corporate Social..., Community Relations, Editing, Media Relations, Community Development, Content Strategy, Strategic Communications, Internal Communications, Press Releases, Newsletters, Corporate Communications, Crisis Communications, Marketing Communications, Social Media
Education
Boston University 2003 — 2005
MS, Public Relations
Boston College 1999 — 2003
BA, Communication
BNY Mellon March 2013 - Present
AXOPA Partners LLC January 2011 - February 2013
State Street Corporation October 1996 - January 2011
US Army May 1987 - December 2007
Fidelity Capital Markets July 1994 - October 1996
Liberty Mutual Insurance November 1987 - July 1994
Skills
Investments, Financial Services, Investment Strategies, Mergers, Hedge Funds, Accounting, Financial Analysis, Forecasting, Strategy, Mergers & Acquisitions, Strategic Partnerships, Portfolio Management, Business Planning, Fixed Income, Capital Markets, Equities, Business Development, Finance, Management, Valuation, Financial Modeling, Securities, Analysis, Leadership, Asset Management, Private Equity, Financial Reporting, Trading, Alternative Investments, Risk Management, Investment Management, Mutual Funds, Derivatives, Financial Markets, Due Diligence, Investment Banking, Corporate Finance, Emerging Markets, Venture Capital, FX Options, Asset Allocation, Equity Research, Trading Systems
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1994
MBA, Finance and International Management
State University of New York College at Oswego 1983 — 1987
BS-Accounting, Accounting
Evosys August 2015 - Present
Oracle September 2014 - August 2015
Oracle November 2011 - August 2014
Columbia Management May 2010 - November 2011
Sun Life Financial March 2008 - February 2009
State Street Corporation August 2007 - March 2008
AIG May 2004 - June 2006
Skills
Sales, Healthcare Information..., Technology Integration, EHR, Management, Direct Sales, Sales Management, Solution Selling, CRM, New Business Development, Weblogic, Oracle SOA Suite, Sales Operations, Series 7, Mutual Funds, Investments, Oracle Fusion Middleware, PeopleSoft, Product Management, eBusiness Suite, JD Edwards, Customer Relations, Client Service, Financial Planning, SaaS, Account Management, Business Intelligence
Education
Boston University
Certified Financial Planner
Bridgewater State University
BS, Psychology
University of New Hampshire
CBRE September 2015 - Present
State Street Corporation June 2009 - August 2015
State Street Corporation July 2007 - May 2009
State Street Corporation January 2005 - June 2007
Skills
Asset Management, Strategic Planning, Leadership, Analysis, Management, Process Improvement, Program Management
Education
Boston University 2005 — 2008
Commercial Real Estate
Suffolk University - Sawyer Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Providence College 1995 — 1999
Bachelor’s Degree
CVS Health March 2013 - Present
Staples September 2005 - October 2012
State Street Corporation February 2002 - September 2005
Big Picture Communications, Inc. January 1996 - January 2002
The Hanover Insurance Group January 1993 - January 1996
Skills
Internal Communications, Communication Training, Corporate Communications, Speech Writing, Marketing Communications, Strategy, Editing, Crisis Communications, Strategic Communications, Publications, Communications Planning, Media Relations, Messaging, Newsletters, Corporate Social..., Press Releases, Thought Leadership, Public Relations, Leadership, Employee Engagement, Marketing, Content Development, Nonprofits, Advertising, Copywriting, Content Management, Corporate Branding, Integrated Marketing, Management, Strategic Planning, Change Management
Education
Boston University
Bachelor of Science, Mass Communication
Royal Roads University
Wolters Kluwer Financial Services January 2014 - Present
Wolters Kluwer Financial Services July 2012 - January 2014
Bullhorn July 2011 - July 2012
CARF Conference July 2009 - June 2012
Vodafone Warriors February 2011 - June 2011
Bain Capital February 2010 - August 2010
Boston University January 2009 - June 2010
State Street Corporation July 2008 - August 2008
Skills
Compliance Software, Market Research, Data Analysis, Microsoft SQL Server, Customer Service, Microsoft Excel, Troubleshooting, Access, Accounting, SQL Server Management..., PowerPoint, MySQL, Java, Windows, Customer Relations, Compliance Support, Excel, Microsoft Office, Databases, Microsoft Word
Education
Boston University 2014 — 2016
Master of Science in Computer Information Systems
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration
Boston Latin School 2002 — 2008
The Community Builders, Inc. June 2015 - Present
Intagora, Inc. 2014 - Present
Green Beacon Solutions March 2010 - February 2015
Archemix Corporation May 2007 - September 2009
Subaru of New England December 2006 - March 2007
Datasoft Solutions January 2006 - December 2006
Thomson CompuMark June 1996 - January 2006
State Street Corporation September 1991 - May 1996
Skills
Microsoft SQL Server, SQL, Visual Basic, C#, SSRS, Business Analysis, Integration, Project Management, Enterprise Software, Business Intelligence, Cloud Computing, Business Process..., Microsoft Dynamics CRM, Web Applications
Education
Microsoft Certified Technology Specialist 2012 — 2012
Microsoft Dynamics CRM 2011 Customization and Configuration
Boston University, Corporate Education Center 2001 — 2002
Project Management Certificate Program, Project Management
Boston University, Corporate Education Center 1995 — 1996
Client/Server Development Evening Certificate Program, Client/Server Development Certificate Program
Northeastern University 1989 — 1994
Bachelor of Science, Computer Science
Boston Latin School 1984 — 1989
Computer Science
State Street Corporation May 2015 - Present
State Street March 2013 - March 2015
State Street January 2007 - March 2013
State Street January 2003 - March 2013
State Street September 2000 - December 2002
The Gillette Company January 2000 - September 2000
The Gillette Company January 1997 - December 1999
The Gillette Company January 1993 - December 1996
The Gillette Company October 1985 - December 1992
Skills
Strategic Planning, IT Strategy, IT Governance, Program Management, Financial Services, Risk Management, Financial Modeling, Vendor Management, Vendor Contracts, Business Analysis, Product Development, Decommissioning, Project Portfolio..., Cross-functional Team..., SDLC, Process Improvement, Management Consulting, Data Management, Application Lifecycle..., Business Administration, Analytics, Manufacturing, IT Management
Education
Boston University Questrom School of Business
Master of Business Administration (M.B.A.)
Northeastern University
Master of Science (M.S.), Management Information Systems, General
MSCI September 2013 - Present
Fulbright & Jaworski (Norton Rose Fulbright) May 2012 - August 2013
Dimensional Fund Advisors January 2007 - March 2010
State Street Corporation September 2001 - October 2004
INCommunication 1995 - 2001
Fidelity Investments May 1979 - April 1995
Skills
Corporate Communications, Marketing Strategy, Marketing, Crisis Communications, Crisis Management, Writing, Strategic Planning, New Business Development, Business Strategy, Business Analysis, Customer Satisfaction, Manage Client..., Client Relations Skills, Customer Retention, Customer Service, Customer Insight, Customer Experience, Media Relations, Market Research, Competitive Intelligence, Corporate Branding, Brand Awareness, Brand Development..., Brand Positioning..., Strategic Communications, Management Consulting, Consulting, Executive Management, Executive..., Annual Meetings, Internal & External..., Messaging, Team Leadership, Leadership, Creative Direction, Strategic Creative..., Marketing Management, Strategy, Sales Presentations, Global Marketing, Global Strategy, Acquisition Integration, Thought Leadership, Advertising, Web Marketing, Customer Satisfaction...
Education
The University of Texas at Austin 1973 — 1976
BA
Boston University
State Street April 2015 - Present
State Street October 2013 - April 2015
State Street February 2011 - September 2013
State Street Corporation Securities Finance August 2007 - January 2011
State Street Corporation January 2006 - August 2007
Skills
Global Custody, Fund Administration, Transfer Agency, Securities Lending, Corporate Actions, Collateral Management, Microsoft Excel, Analysis, Process Improvement, Strategy, Fixed Income, Analytics, Business Analysis, Equities, Mutual Funds, Financial Analysis
Education
Boston University Questrom School of Business 2013 — 2015
Master of Business Administration (MBA), Marketing
Tufts University 2001 — 2005
B.A, Mathematics
Citizens Bank April 2015 - Present
MassMutual Financial Group June 2013 - Present
BNY Mellon January 2011 - June 2013
PriceWaterHouseCoopers July 2006 - December 2007
Blue Cross Blue Shield of Massachusetts October 2005 - July 2006
Guardian Life Insurance January 2004 - July 2006
Brown Brothers Harriman May 2005 - October 2005
Mellon Bank September 2004 - May 2005
Guardian Life Insurance January 2004 - September 2004
STATE STREET CORPORATION January 1998 - June 2003
Skills
Accounting, Analysis, Financial Analysis, Process Improvement, Financial Reporting, Financial Services, Risk Management, Internal Controls, Program Management, Strategic Planning, Leadership, Finance, Data Analysis, Financial Statements, Nonprofits, Training, Management, Budgets, Portfolio Management, Account Reconciliation, Credit, Policy, Software Documentation, Forecasting, Project Planning, General Ledger
Education
Boston University
Post Graduate, Project Management
Salem State University
BS, Accountinng
Salem State University
Bachelor of Science, Business Administration; Accounting
EY June 2012 - Present
Ernst & Young July 2009 - December 2011
Ernst & Young LLP August 2001 - June 2009
Fidelity Investments 1999 - 2001
State Street Corporation 1996 - 1999
Citizens Financial Group 1993 - 1996
Skills
Internal Audit, Enterprise Risk..., Internal Controls, SOX 404, Internal Audit..., IIA Standards, IIA Quality Assessment, Financial Services, Investment Management, Healthcare, Biotechnology Industry, Coaching, Mentoring, Process Improvement, Life Science Industry, Public Speaking, Big 4
Education
Bryant University 1994 — 1999
MBA, International Business, Honors
Boston University 1987 — 1991
Bachelor of Arts (B.A.), International Relations and Japanese Studies
John Hancock Financial Services April 2014 - Present
Federal Home Loan Bank of Boston May 2013 - April 2014
Federal Home Loan Bank of Boston July 2007 - June 2013
Investors Bank & Trust September 2004 - July 2007
State Street Corporation February 2001 - September 2004
New England Cable News May 1999 - October 2001
Skills
LDRPS v10, ITIL, Documentation, Business Impact Analysis, Test Planning, Business Continuity..., Business Continuity, Risk Management, Project Management, Testing, Financial Services, LDRPS, Disaster Recovery, Incident Management, Risk Assessment, Operational Risk..., CBCP, Information Security..., Solution Architecture, Enterprise Risk..., Crisis Management, Business Resilience, Financial Risk, Business Requirements, Software Documentation, Security, Vendor Management, Information Technology, SDLC, Incident Command, Governance, Program Management, Analysis, Strategy, Business Process, Management, Risk Analysis, Leadership, IT Strategy, Banking, Project Planning, Information Security, CRM, IT Management, IT Audit, PMO, PMP, Project Portfolio...
Education
Boston University 1995 — 1999
Bachelor of Science, Communications & English
Boston University
CITGO Petroleum July 2014 - Present
CITGO Petroleum September 2008 - June 2014
CITGO Petroleum December 2004 - April 2008
State Street Corporation September 2001 - August 2004
Skills
Risk, Derivatives, Risk Management, SAP, Excel, Pivot Tables, PowerPoint, Variance Analysis, Commodities, Commodity, Financial Risk, Microsoft Excel, Trading, Finance, Internal Controls
Education
Boston University 2002 — 2004
Masters, Finance
UMass Amherst 1997 — 2001
B.A, Economics
Oran Inc 2012 - 2012
Creative Imaging Solutions LLC June 2009 - December 2011
STATE STREET CORPORATION January 1993 - January 2003
Offshore Passage 2001 - 2003
State Street Bank 1992 - 2003
State Street Bank 1982 - 1991
State Street Bank 1976 - 1981
Skills
SharePoint, Powershell, Windows Server, SQL Server, IIS, Microsoft Certified..., Hyper-V, TCP/IP, Software Development, Operating Systems, Architectures, Microsoft Office...
Education
Boston University 1980 — 1981
M.B.A
University of Massachusetts 1968 — 1972
B.A, POLITICS
BitSight Technologies July 2015 - Present
Perlow Productions June 2014 - October 2014
WinterWyman March 2004 - March 2014
Three Deep May 2003 - November 2003
State Street Corporation June 2001 - March 2003
State Street Corporation October 1999 - June 2001
Boston Coach Corp. 1998 - 1999
Skills
Asset Management, Private Equity, Investment Advisory, Fixed Income, Bloomberg, Derivatives, Alternative Investments, Valuation, Securities, Equities, Mutual Funds, Fund Accounting, Investments, Trading, Capital Markets, Asset Allocation, Investment Banking, Wealth Management, Portfolio Management, Compliance, Financial Reporting, Risk Management, Due Diligence, Client Service, Financial Planning, Bonds, Insurance, Investor Relations, Equity Research, Structured Products, Executive Search, Interviews, Financial Services, Recruiting, Start-ups, Finance
Education
Boston University 1994 — 1998
BA, Economics
Trinity College-Hartford 1991 — 1994
Economics
Brooks School 1988 — 1991
Swampscott High School 1987 — 1988
BNY Mellon May 2012 - Present
BNY Mellon May 2011 - October 2012
PREMIER GLOBAL SECURITIES LENDING LLC June 2010 - March 2011
STATE STREET CORPORATION June 1994 - June 2010
Securities Finance Global Operations July 1998 - January 2004
PRICE WATERHOUSE LLC January 1997 - January 1998
STATE STREET CORPORATION January 1995 - January 1997
State Street January 1992 - January 1994
Skills
Budgets, Prime Brokerage, Project Management, Fixed Income, Equities, Derivatives, Securities Lending, Securities, Product Management, Global Custody, Collateral Management, Financial Services, Swaps, Strategy, Bloomberg, Alternative Investments, Banking, Corporate Actions, Investments, Portfolio Management, Trading, Settlement, Hedge Funds, Mutual Funds, Middle Office, Risk Management, Capital Markets, Emerging Markets
Education
Boston University 1995 — 1999
M.S.A, International Commerce
Saint Anselm College 1986 — 1989
Liberal Arts, Business
Fidelity Investments March 2015 - August 2015
Boston University, College of Arts and Sciences Economics Department January 2013 - May 2015
Argopoint Consulting LLC July 2014 - January 2015
Boston Harbor Cruises May 2013 - October 2014
State Street Corporation June 2012 - August 2012
Tufts Medical Center, Cancer Center May 2011 - August 2011
Education
Boston University 2012 — 2016
Bachelor of Science in Business Administration, Accounting and Finance, Class of 2016
Boston Latin School 2006 — 2012
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Northeast Bank August 2013 - Present
First Trade Union Bank January 2011 - August 2013
State Street Corporation February 2009 - January 2011
Enterprise Rent-A-Car May 2007 - May 2008
Boston University January 2007 - May 2007
Skills
Forecasting, Budgets, OCC, Financial Analysis, Financial Modeling, Bloomberg, Fixed Income, Financial Reporting, Investments, Microsoft Excel, Risk Management, Banking, Finance, Economics, Accounting, Corporate Finance, Mutual Funds, Financial Risk, Management, Account Reconciliation, Strategic Financial..., Cash Management, General Ledger, Credit, Loans, Credit Risk, Internal Controls, Internal Audit, Cash Flow, GAAP, Bloomberg Terminal, Valuation, Auditing
Education
Northeastern University 2012 — 2014
MBA, Finance
Boston University 2004 — 2008
B.A., Economics, Statistics
Commonwealth Financial Network September 2011 - Present
JPMorgan Chase June 2010 - December 2010
State Street Corporation September 2009 - June 2010
RPC April 2007 - September 2009
FundQuest Investments June 2001 - April 2007
Chase Global Funds Service Company July 1997 - June 2001
Skills
Accounting, NAV, Fund Accounting, Investments, Account Reconciliation, Mutual Funds, Equities, Securities, Auditing, Financial Services, Microsoft Excel
Education
Boston University
Bachelor of Arts, Math and Economics
Boston University Graduate School of Education
Google February 2012 - Present
State Street Corporation May 2001 - January 2012
Harvard Medical School/Brigham & Women's Hospital May 1999 - April 2001
General Electric Aircraft Engines June 1993 - January 1994
NASA Goddard Spaceflight Center June 1992 - August 1992
Skills
Unix, Perl, Physics, Solaris
Education
Boston University 1992 — 1999
PhD
Massachusetts Institute of Technology 1988 — 1992
SB
Stone Ridge
Volpe, The National Transportation Systems Center March 2015 - Present
Hamel Environmental Consulting September 2012 - February 2015
New York City Department of Transportation July 2007 - August 2012
New York City Department of Transportation February 2006 - June 2007
New York City Department of Transportation July 2002 - February 2006
10Blade 2001 - 2002
State Street Corporation 1998 - 2001
Fleet Bank 1996 - 1998
Skills
Process Improvement, Program Management, Management, Strategic Planning, Research, Troubleshooting, Relationship Management, Public Policy, Policy Analysis, Government, Project Management, Community Outreach, Analysis, Economic Development, Policy, Budgets, Transportation, Change Management, Operations Management, Leadership, Contract Management, Program Development, Team Building, Project Coordination, Program Evaluation, Workshop Facilitation, Urban Planning, Transit-oriented..., Contract Negotiation, Nonprofits, Team Management, Sustainability, Transportation Planning, Community Development, Project Planning, Strategy, Proposal Writing, Event Management
Education
Boston University Questrom School of Business 2001 — 2002
Masters in Information Systems, Information Systems
Boston University - School of Management 1999 — 2002
MBA
Tufts University 1991 — 1995
BA, International Relations
Belmont High School 1987 — 1991
Federal Reserve Bank of Boston 2007 - Present
State Street Corporation 2006 - 2006
Massachusetts Medical Society June 2005 - August 2005
Liberty Mutual 2005 - 2005
Sun Life Financial June 1996 - December 2004
Skills
Finance, Financial Analysis, Financial Modeling, Risk Management, Analysis, Management, Process Improvement, Managerial Finance, Forecasting, Procure-to-Pay, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA
University of New Hampshire 1991 — 1995
BS, Mathematics, Economics
State Street Corporation March 2007 - Present
Buzz Brokers LLC April 2013 - Present
Fidelity Investments - Pricing and Cash Management Services June 2006 - March 2007
Fidelity Investments - Systems Company - Network Systems and Services October 2002 - May 2006
Fidelity Investments - Systems Company - Network Management Systems June 2000 - October 2002
Fidelity Investments - Systems Associate Rotational Program - Advanced Network Support (Dallas) July 1999 - June 2000
Fidelity Investments - Systems Associate Rotational Program - Voice Technologies January 1999 - June 1999
Fidelity Investments - Systems Associate Rotational Program - Data Engineering June 1998 - December 1998
Boston University College of Engineering September 1996 - May 1998
Boston University College of Arts and Sciences September 1995 - May 1998
Skills
Security, Data Center, Disaster Recovery, Information Security, VPN, SDLC, Cisco Technologies, Troubleshooting, Networking, Vendor Management, SharePoint, Computer Security, Firewalls, Servers, Enterprise Software, Enterprise Architecture, Program Management, Telecommunications, DNS, Information Security..., CISSP, Infrastructure, VoIP, Virtualization, Integration, Project Planning, Process Improvement, IT Service Management, Testing, Management, Unix, Cloud Computing, Change Management, Information Technology, IT Operations, Switches, IT Management, IT Strategy, Visio, Analysis, Juniper, Business Continuity, Routers, Operating Systems, Network Administration, Leadership, ITIL, System Deployment, Business Process, Network Security
Education
Boston University 2001 — 2002
Masters of Science, Telecommunications
Boston University 1994 — 1998
B.S, Computer Science, Economics
Fidelity Investments September 2008 - Present
First Marblehead Corporation September 2005 - May 2008
Fidelity Investments 2004 - 2005
State Street Corporation 1998 - 2003
Write Idea 1991 - 1995
Maxymillian Technologies 1993 - 1994
Comalli Electric 1992 - 1993
General Electric Plastics Division 1989 - 1991
Education
Boston University
B.S., Mass Communications
State Street Corporation February 1994 - Present
Boston University Corporate Education Center 1997 - 1997
Raytheon April 1988 - July 1993
Skills
Risk Management, SDLC, Vendor Management, Fixed Income, Mutual Funds, Business Analysis, Asset Managment, Equities, Fund Accounting, Corporate Actions, Securities, Back Office, PMO, Program Management, Bloomberg, Middle Office, Data Warehousing, Process Improvement, Portfolio Management, Derivatives, Sybase, Requirements Gathering, Hedge Funds, Capital Markets, Global Custody, Series 7, IT Strategy, Outsourcing, Business Requirements, Enterprise Architecture, Financial Risk, Relationship Management, Series 63, Financial Services, Trading, Software Project..., Business Process..., Visio, Disaster Recovery, Alternative Investments, Project Portfolio..., Analysis, Networking, PMP, Banking, SWIFT payments, Trading Systems, Investment Management, Investments, Asset Allocation
Education
Boston University 1994 — 1995
CCP, Information Technology
Bridgewater State University 1983 — 1987
BS, Management Science
Boston College High School 1979 — 1983
Diploma
ISITC February 2012 - Present
Brown Brothers Harriman March 2008 - Present
ISITC June 2004 - February 2012
State Street Corporation July 2007 - February 2008
Investors Bank and Trust Company 2002 - 2007
Brown Brothers Harriman 2000 - 2002
Skills
Business Analysis, Asset Management, Management, Securities, Settlement, Account Reconciliation, Requirements Gathering, Trading, Portfolio Management, Relationship Management, Corporate Actions, Strategy, Software Project..., Investments, Quality Assurance, Integration, Process Improvement, Market Data, Securities Lending, Capital Markets, Visio, Middle Office, Hedge Funds, SDLC, Global Custody, Agile Methodologies, Requirements Analysis, Equities, Back Office, Derivatives, Financial Markets, Financial Services, SWIFT payments, Vendor Management, SWIFT messaging, Reference Data, User Acceptance Testing, PMO, Fixed Income, IT Strategy, Bloomberg, Banking, Risk Management, Project Management, Business Requirements, Payments, Program Management, Systems Analysis, Fund Accounting, Operational Risk
Education
Boston University
Bachelor of Arts (B.A.)
MEDITECH November 2012 - Present
Jones Day February 2011 - October 2012
Catholic Charities of the Archdiocese of Boston May 2010 - March 2011
WEIL, GOTSHAL & MANGES Law Firm 2002 - May 2009
STATE STREET CORPORATION 2005 - 2009
STATE STREET CORPORATION 1999 - 2005
HUTCHINS, WHEELER & DITTMAR Law Firm 1995 - 2002
STATE STREET CORPORATION 1997 - 1999
Skills
Project Management, Citrix, Servers, Technical Support, Disaster Recovery, Troubleshooting, Unix, Networking, Active Directory, Management, VMware, Enterprise Software, Business Analysis
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Project Management
Boston University 1996 — 1996
Novell Certification
Northeastern University 1988 — 1993
Bachelor of Science
State Street Global Markets August 2013 - Present
State Street Corporation August 2012 - August 2013
State Street Corporation November 2006 - August 2012
Skills
RFP, Project Management, Business Development, Procurement, Securities Lending, Transition Management, Agency Brokerage, Foreign Exchange, Interim Management..., Currency Overlay, Bloomberg, Fixed Income, Mutual Funds, Fund Accounting
Education
Boston College
MA, Political Science
Middlebury College
BA, History
Bank of America September 2011 - Present
State Street Corporation January 2011 - September 2011
State Street Corporation August 2004 - January 2011
Skills
Financial Analysis, Finance, Analysis, Financial Modeling, Strategy, Accounting, Mutual Funds, Financial Services, Risk Management, Bloomberg
Education
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Finance
Boston University 2000 — 2004
Bachelor of Arts, Mathematics
State Street Corporation September 2005 - Present
Investors Bank & Trust 1996 - 2005
Skills
Mutual Funds
Education
Boston College 1990 — 1994
Bachelors, Psychology
Northeastern University
Masters, Tax
ET7E Enterprises 1999 - Present
State Street Corporation 1967 - 1999
Skills
Strategic Planning, Public Speaking, Fundraising, Non-profits, Social Media, Photography, Marketing, Corporate Communications, Organizational..., Entrepreneurship, Social Networking, Start-ups, Marketing Strategy, Public Relations, Small Business, Coaching
Education
University of Wisconsin-Madison 1975 — 1977
Graduate, Banking
Boston College 1961 — 1965
BS, Accounting
State Street Corporation December 2003 - Present
State Street Corporation December 2003 - July 2010
Skills
Business Analysis, Risk Management, Financial Services, Process Improvement, CRM, Business Continuity, Relationship Management, Project Management, Business Continuity..., Financial Risk, Vendor Management
Education
Boston College - Carroll School of Management 1993 — 1994
BS, Marketing
Houston ISD July 2013 - Present
International Association of Fire Fighters July 2008 - July 2013
Marymount University August 2001 - July 2008
Bernard Hodes Advertising 2000 - 2001
Inventa 1999 - 2000
State Street Corporation 1998 - 1999
BankBoston 1996 - 1998
AmeriCorps*NCCC (Charleston, SC) 1995 - 1996
Skills
College Recruiting, Human Resources, Temporary Placement, Instructional Design, Leadership Development, Training, Organizational..., Public Speaking, Editing, Program Development, Curriculum Development, Research, E-Learning, Program Management, Nonprofits
Education
Marymount University 2002 — 2004
MA, Human Performance Systems
Boston University 1991 — 1995
Bachelor's degree, Mass Communication
State Street Corporation May 2008 - February 2013
State Street July 2005 - July 2008
Investors Bank & Trust 2000 - 2005
Bain & Company 1997 - 2000
Federal Home Loan Bank of Boston 1995 - 1997
Skills
VB.N, VBA, Fund Administration, Business Analysis, SDLC, Equities, Mutual Funds, CRM, Data Warehousing, Agile Methodologies
Education
Boston University
Bachelor of Science (BS)
State Street Corporation October 2002 - Present
Morgan Stanley January 2000 - October 2002
State Street Bank June 1998 - January 2000
Skills
Business Continuity, Global Custody, Disaster Recovery, Vendor Management, Data Center, Securities Lending, Business Analysis, Project Management, Cloud Computing, IT Management, Project Delivery, Virtualization, IT Strategy, VMware, Process Improvement, IT Service Management, Financial Services, SDLC, Risk Management, ITIL, Enterprise Architecture
Education
Boston University 1986 — 1990
John Hancock Financial Services September 2012 - Present
HSBC June 2007 - September 2012
JPMorgan Chase April 2005 - March 2007
JPMorgan 2005 - 2007
Bank of America July 2004 - April 2005
Fleet Bank April 2002 - July 2004
State Street Corporation July 2000 - April 2002
The Boston Company September 1991 - July 1997
Skills
Derivatives, FX Options, Portfolio Management, Fixed Income, Trading, Securities, Capital Markets, Finance, Swaps, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2007
MBA, Finance, General
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), Economics and Political Science
State Street Corporation 2005 - Present
State Street Corporation 2001 - 2005
State Street April 2000 - August 2000
State Street August 1998 - April 2000
Skills
Financial Services, Macros, Visual Basic for..., Business Analysis, Mutual Funds, Risk Management, Fixed Income, Equities, Banking, Fund Accounting, Microsoft Excel, Microsoft Access, Compliance, Reporting & Analysis, Financial Audits, Bloomberg, Business Transformation, Client Onboarding
Education
Boston University
Certification, Client/Server Development, Software Development
Salem State University
Bachelor of Science, Business Administration
ARDIAN February 2014 - Present
ARDIAN (formerly AXA Private Equity) November 2011 - January 2014
PCG Asset Management 2006 - November 2011
State Street Corporation 2002 - 2005
Education
Boston College 1998 — 2002
Finance, Economics
Santander Bank, N.A. August 2015 - Present
State Street January 2015 - Present
State Street Corporation December 2010 - Present
State Street June 2006 - December 2010
Freddie Mac 2002 - 2006
Capital Advisory Services 1999 - 2002
Arthur Andersen 1996 - 1999
Skills
Finance, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Internal Controls, Accounting, Corporate Finance, US GAAP, Business Process..., Process Improvement, Sarbanes-Oxley, Mergers & Acquisitions, Auditing, Forecasting, Strategic Financial...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MSF
William & Mary 1992 — 1996
BBA in Accounting
The Derryfield School 1988 — 1992
HS
MTN Guinea Bissau May 2015 - Present
Bank of America Merrill Lynch June 2014 - November 2014
Massachusetts Department of Unemployment September 2013 - April 2014
Aetna Student Health Insurance June 2013 - September 2013
AARP September 2012 - October 2012
Tracey and Company; First Help Financial January 2011 - March 2011
State Street Corporation June 2006 - September 2010
J.P. Morgan November 2001 - June 2006
J.P. Morgan November 2001 - June 2006
LTX Corporation April 1996 - September 2001
Skills
Working in a realiable..., Working continuously..., Effectively using..., Accepting change and..., Working cooperatively..., Avoid unethical..., Checking each item or..., understanding..., Focusing on task..., listening to what..., Fund Accounting, Equities, Alternative Investments, Finance, Mutual Funds, Account Reconciliation, Portfolio Management, Accounting, Financial Analysis, General Ledger, Financial Statements, Payroll, Cash Management, Budgets, Tax, Accounts Receivable, Accounts Payable, Financial Reporting, Banking, Fixed Assets, Journal Entries, Bank Reconciliation, Auditing, Sarbanes-Oxley Act, Bloomberg, Financial Accounting, Corporate Finance, Risk Management, Trading, Investments, Internal Audit, Internal Controls, Asset Management, Valuation, Fixed Income, Fund Administration, US GAAP, Private Equity, Invoicing, Microsoft Excel
Education
Boston University 2001 — 2004
Master in Administrative Studies, Finance Economics
Boston University 2001 — 2004
Masters in Administrative Studies, Finance Economics
University of Massachusetts Boston 1994 — 1998
BA, Accounting
University of Massachusetts Boston 1994 — 1998
Bachelor of Science (B.S.), Accounting/Finance
Hotel School of Management 1985 — 1989
Hotel Management, Business, Management, Marketing, and Related Support Services
liceu Domingos Ramos 1973 — 1982
High School, Science
Wellington Management June 2008 - Present
State Street Corporation January 2003 - May 2008
State Street Corporation January 2001 - January 2003
State Street Corporation January 1996 - January 2001
Education
Boston University 2001 — 2006
Masters in Administrative Studies, Concentration in Financial Economics
Massachusetts College of Liberal Arts
Bachelor of Science, Business Administration; Marketing & Management
State Street March 2015 - Present
J.P. Morgan October 2011 - November 2014
State Street Corporation November 2010 - October 2011
International Fund Services, a State Street Company May 2006 - November 2010
Skills
Bloomberg, Finance, Fund Accounting, Equities, Hedge Funds, Microsoft Excel, Financial Statements, Financial Reporting, Financial Analysis, Corporate Finance, Accounting, Valuation, Tax, Financial Modeling, Fund Administration, Leadership, Swaps, Microsoft Office, Investments, Fixed Income, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
MBA, Business
Boston College 2000 — 2004
Bachelor of Arts, English, Political Science
Boston University September 2009 - Present
TEK Systems, Contracting Company August 2008 - April 2009
Navic Networks May 2005 - May 2008
Navic Networks 2005 - 2008
Intel December 2004 - April 2005
Northeastern University September 2003 - November 2004
Navisite January 2000 - August 2003
State Street Corporation April 1999 - December 1999
Stream International November 1997 - March 1999
Education
Boston University
M.S, Computer Science specializing in Data Mining and Business Intelligence Software development
Punjab University
B.S, Chemistry, Physics and Mathematics
Worcester Polytechnic Institute
State Street Corporation June 2010 - Present
CEI 2009 - 2009
Veritude, a Fidelity Investments Company September 2000 - June 2008
TAC Worldwide 1989 - 2000
Skills
Social Recruiting, Technical Recruiting, Applicant Tracking..., Internet Recruiting, Talent Acquisition, College Recruiting, Contract Recruitment, Executive Search, Onboarding, Temporary Placement, Interviews, HRIS, Sourcing, Benefits Negotiation, PeopleSoft, Vendor Management, Process Improvement, Recruiting, Staffing Services
Education
Boston College 1982 — 1986
BA, Communications
State Street Corporation October 2007 - Present
Investors Bank & Trust October 2005 - October 2007
Investors Bank & Trust June 2004 - October 2005
SpiderSplat Consulting, Inc. March 2003 - August 2003
Skills
Microsoft Excel, Project Management, Strategic Planning, Marketing Strategy, Microsoft Office, Social Media, Business Analysis, PowerPoint, Competitive Analysis, Financial Analysis, Business Development, Marketing, Leadership, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
MBA, Finance, General
Boston University - School of Management 2000 — 2004
Bachelor of Science (BS), Management Information Systems, General
Concord Carlisle High School 1996 — 2002
J.P Morgan Chase June 2013 - Present
J.P Morgan Chase December 2001 - June 2013
Gillette Company March 2001 - July 2001
Fidelity Investments June 1999 - December 1999
State Street Corporation June 1998 - December 1998
Education
Boston University
Master’s of Science, Multinational Commerce
Northeastern University
Bachelor of Science Degree, Finance/ International Business
Kleinfelder/S E A. September 2015 - Present
Wilson Architects Inc. September 2013 - August 2015
Goody Clancy & Associates, Inc September 2008 - September 2013
CRA International, Inc December 2006 - July 2008
CRA International, Inc. January 2000 - November 2006
State Street Corporation December 1997 - December 1999
State Street September 1996 - November 1997
Tucker, Biegel and Goldstein August 1992 - August 1996
Skills
Accounting, Accounts Payable, Budgets, Accounts Receivable, Contract Management, Software Documentation, Sarbanes-Oxley, General Ledger, Customer Service, Invoicing, Spanish, System Administration, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Process Improvement, Finance, Analysis, Training, Account Reconciliation, Auditing, Management, Business Process..., Project Management, Revenue Recognition, Internal Audit, Sarbanes-Oxley Act, Contract Negotiation, Microsoft Excel, Managerial Finance, Internal Controls, Microsoft Office, Journal Entries
Education
Harvard Extension School 2001 — 2005
CSS, Management
Boston College 1988 — 1992
BA, Psychology
Ansonia High School 1984 — 1988
Kaplan
New York County District Attorney's Office September 2013 - Present
Judge Torruella's Chambers - 1st Circuit May 2012 - July 2012
State Street Corporation July 2011 - August 2011
Suffolk County District Attorney's Office June 2011 - June 2011
Mercer November 2007 - April 2010
Education
Boston College Law School 2010 — 2013
JD
Wellesley College 2003 — 2007
BA, Political Science
Carrollton School of the Sacred Heart 1999 — 2003
State Street Corporation April 2003 - Present
Fidelity Investments November 2000 - November 2002
Computer Enterprises Inc March 1999 - October 2000
Datamatics Global Services Limited March 1997 - March 1999
Skills
Software Project..., Software Engineering, Electronic Trading, Business Analysis, FX trading, Agile Project Management, Agile Methodologies, Cross-functional Team..., PMO, Project Management
Education
Boston University 2011 — 2013
Executive Master of Business Administration (MBA)
University of Mumbai 1992 — 1996
B.S, Computer Science
State Street Corporation May 2006 - Present
State Street Corporation May 2006 - Present
Pearson Education June 1996 - May 2006
Thomson Financial October 1994 - June 1996
Bank of Boston January 1992 - October 1994
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Internal Controls, Financial Modeling, Auditing, Financial Services, Corporate Finance, Analysis, Financial Statements, Banking, Strategy, Finance, Risk Management, Sarbanes-Oxley Act, Executive Management, Consolidation, Financial Risk, SEC Filings, Business Analysis, Internal Audit, Basel III, Basel I, Regulatory Reporting, Forecasting
Education
Boston College 1985 — 1988
Bachelor's degree, Economics
Here and Now Studio 2005 - Present
STATE STREET CORPORATION 1986 - 2000
Skills
Oil Painting, Still Life, Illustration, Watercolor, Landscape Painting, Fine Art, Art, Portraits, Architectural Renderings, Calligraphy, Strategic..., Speech Writing, Editing, Strategic Public..., Painting, Sculpture
Education
Simmons College 1995 — 1998
M.S., Communications Management
Rivier College 1966 — 1967
Art
Boston University
Interdisciplinary Studies
Fidelity Investments February 2011 - December 2014
Counsel on Call April 2010 - January 2011
State Street Corporation January 2001 - December 2008
US Securities and Exchange Commission May 1989 - December 2000
Ruberto, Israel & Weiner, P.C. 1981 - 1989
Skills
Securities Regulation, Corporate Governance, Litigation, FINRA, Securities, FCPA, Commercial Litigation, Mutual Funds, Civil Litigation, Corporate Law, Legal Research, Internal Investigations
Education
Boston College Law School
J.D., Law
Brandeis University
B.A., Political Science
State Street Corporation July 2007 - Present
Investors Bank and Trust 2002 - 2007
Sun Life Financial 1996 - 2001
Education
Boston University
Information Technology
The Cooperative Bank of Cape Cod via JVT Advisors April 2014 - January 2015
RSMeans/Reed Construction Data February 2011 - May 2013
State Street Corporation December 2007 - January 2009
State Street Corporation September 2006 - November 2007
State Street Corporation 2002 - 2006
State Street Corporation 2000 - 2002
State Street Corporation 1994 - 1999
State Street Corporation 1992 - 1994
State Street Corporation 1991 - 1992
State Street Corporation 1988 - 1990
Skills
Training, Management, Salesforce.com, Project Management, CRM, Analysis, Leadership, SDLC, Business Analysis, Business Requirements, Testing, Process Improvement, Software Documentation, Visio, Human Resources, Requirements Gathering, Vendor Management, Requirements Analysis, Access, Security, Data Analysis, Six Sigma, Technical Writing
Education
Boston University
Other
Six Sigma Training
State Street Institute/State Street Learning Center
Financial Services
State University of New York College at Oneonta
B.S., Elementary Education
Up2Us Sports December 2013 - Present
State Street April 2010 - December 2013
State Street Corporation June 2006 - April 2010
State Street Corporation May 2005 - June 2006
Specialized Trust Services, State Street Corporation September 2003 - May 2005
Eastern Nazarene College September 2002 - September 2003
Eastern Nazarene College March 2002 - September 2002
AmeriCorps*National Civilian Community Corps November 2000 - November 2001
Skills
Instructional Design, Leadership Development, Project Management, E-Learning, Employee Engagement, Onboarding, Vendor Management, Learning Management..., Succession Planning, Talent Management, Change Management, Organizational..., Performance Management, Human Resources, Employee Relations, Organizational..., Management Consulting, Coaching, Talent Acquisition, Training, Leadership, Organizational Design, Process Improvement, Employee Training, Management Development, PeopleSoft, Training Delivery, HRIS, Workshop Facilitation, Recruiting, Performance Improvement, Career Development, Workforce Planning, College Recruiting, Culture Change, Personnel Management, HR Consulting, Executive Coaching, Program Management, Learning Management, Staff Development, Strategy, HR Transformation, HR Policies, Business Process..., Sourcing
Education
ASTD 2007 — 2007
Certificate, eLearning Instructional Design
Boston University 2006 — 2006
Certificate, Instructional Design
Eastern Nazarene College 1995 — 1999
Bachelor of Arts, Communication Arts
State Street March 2011 - Present
ING July 2008 - March 2011
State Street Bank 1988 - 2000
State Street Corporation 1988 - 2000
Skills
Defined Benefit, Defined Contribution, Mutual Funds, Securities, Financial Services, Equities, 401k, Risk Management, Fixed Income, Process Improvement, Business Analysis, Project Management, Customer Service, Account Management, Leadership
Education
Boston University
UMass Boston
Bachelor of Arts (B.A.)
Altisource Labs August 2015 - Present
Farglass Digital Studios December 2010 - Present
Foliage April 2015 - July 2015
Layer3 TV Inc. January 2014 - April 2015
State Street Corporation September 2013 - January 2014
SapientNitro June 2013 - August 2013
New Spin Digital March 2013 - June 2013
NASDAQ OMX July 2012 - September 2012
MyOmBody February 2012 - May 2012
Self-Employed 2000 - 2010
Skills
HTML, JavaScript, CSS, Front-end, User Interface, Dreamweaver, Web Design, ASP.NET, Photoshop, jQuery, XHTML, HTML 5, User Experience Design, User Research, OmniGraffle, jQuery Mobile, UI Prototyping, User Experience, Web Development, Mobile Applications, Information Architecture
Education
University of Massachusetts at Lowell 2011 — 2012
Undergraduate Certificate, Web Design and Development, 3.9
UCLA 2012 — 2012
User Experience Design
Boston University 1986 — 1988
M.A., English and American Literature
Brown University 1980 — 1984
B.A., English and American Literature
Walnut Hill Advisors, LLC 2013 - Present
Boston University Questrom School of Business 2012 - 2013
State Street Corporation 2007 - 2013
Home Funds Direct (defunct) 2007 - 2007
Plymouth State University 2004 - 2006
MegaPrint Inc. 2005 - 2005
Skills
Critical Thinking, Creative Problem Solving, Task Efficiency Analysis, Project Management, Excel Modeling, Search Engines, Strategic Data Analysis, Quantitative Analysis, Qualitative Analysis, Research Analysis, Business Analysis, Sales Management, Branding, Marketing, Market Research, Capital IQ, FactSet, Computer Hardware, Computer Maintenance, Electronic Technology, Tech Sector, Written Communication, Grammar and Editing, Verbal Communication, Independent Analysis, Multitasking, Team Leadership, Staff Mentoring, Staff Supervision, Staff Evaluation, Subjective Grading, Academic Tutoring, Conflict Mediation, Negotiation, Cold-calling, Pitch Development, Presentation Development, Ethical Inclination, Consistency, Diplomacy, Judiciousness, Punctuality, Trustworthiness
Education
Boston University Questrom School of Business 2012 — 2013
MS, Investment Management
Plymouth State University 2001 — 2006
BS, Public Management; MBA, Investment and Finance
SHERATON ATLANTA HOTEL April 2014 - Present
SHERATON ATLANTA HOTEL July 2012 - April 2014
WESTIN RIVERWALK February 2010 - July 2012
RESORT AT SINGER ISLAND 2007 - 2009
YAGE BAY CLUB 2005 - 2006
MANDARIN ORIENTAL HOTEL 2004 - 2005
STATE STREET CORPORATION 2000 - 2004
STONEHEDGE INN & SPA 1995 - 2000
Skills
Microsoft Office, Lotus, Micros, HSI, TIPS Certified, Six Sigma Yellow Belt, Star Source, Time Saver, Delphi, Meeting Matrix, Dometic, Star-Guest, P&L Analysis, CPR First Aid Certified
Education
Boston University 2000 — 2002
Master of Science (M.S.), Economics, 3.6
University of New Hampshire 1996 — 2000
Bachelor of Science (B.S.), Business Administration & Hotel Management, Magna Cum Laude
Marmara University, Istanbul, Turkey 1992 — 1994
Associate's Degree, Hotel Management
State Street June 2010 - Present
State Street Corporation June 2008 - June 2010
Kraft Nabisco May 2003 - September 2007
Boston College Police Department September 2003 - May 2006
State Street Corporation June 2005 - August 2005
Education
Boston College 2002 — 2006
BS, Finance
Intellichief LLC March 2011 - Present
Foxborough Universalist Church 2002 - 2012
State Street Corporation June 1997 - December 2000
Wellington Management 1996 - 1997
MFS Investment Management 1989 - 1996
Education
Boston University 1982 — 1986
BS, Biomedical Engineering
U.S. Bank March 2012 - Present
Winter Wyman Financial Contracting March 2011 - February 2012
The Mergis Group June 2010 - August 2010
The Bank of New York Mellon March 2008 - April 2010
Accountemps November 2007 - March 2008
State Street Corporation July 2003 - August 2007
Skills
Human Resources, Analysis, Finance, Management, Investments, Forecasting, Portfolio Management, Accounting, Internal Audit, Mutual Funds
Education
Boston University 1997 — 2001
BA, Innternational Relations, Economics
CBRE April 2012 - Present
Crosswind Investments, LLC September 2011 - February 2012
State Street Corporation August 2010 - September 2011
Skills
Financial Analysis, Argus Modeling, Real Estate Transactions, Real Estate, Accounting, Microsoft Excel, Financial Reporting, PowerPoint, Analysis, Microsoft Office, Outlook, APL, Workbench, Excel, Bloomberg, Word
Education
Boston University 2013 — 2014
Graduate Certification, Real Estate Finance
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration, Finance
State Street Corporation August 1999 - Present
Education
Boston University
Master Of Science, Computer Info Systems
State Street Global Advisors August 2013 - Present
State Street Global Advisors September 2007 - July 2013
State Street Bank November 2003 - August 2007
U.S. Bancorp January 2003 - October 2003
State Street Corporation December 2001 - January 2003
State Street Corporation March 2001 - August 2001
The Gillette Company June 2000 - December 2000
Skills
Portfolio Management, Equities, Accounting, Financial Services, Trading, Business Analysis, Financial Reporting, Securities, Mutual Funds, Financial Analysis, Analysis, Analytics, Investments, Finance, Account Reconciliation
Education
Boston University
Masters Degree, Finance and Economics
Northeastern University
Bachelor of Science Degree, Finance/International Business
Massachusetts Division of Banks November 2014 - Present
State Street Corporation December 2008 - April 2013
Ropes & Gray LLP June 2007 - August 2007
WHDH-TV Channel 7 News May 2005 - August 2006
Skills
Mutual Funds, AML, Securities, KYC, FINRA, Series 24, Hedge Funds, Series 7, Financial Services, Securities Regulation, Operational Risk, Fund Administration, Equities, Fixed Income, Series 63, Bloomberg, Alternative Investments
Education
Suffolk University - Sawyer Business School 2013 — 2015
MBA
Boston University 2004 — 2008
Capgemini Consulting July 2014 - Present
First Steps Back September 2011 - Present
Genentech June 2013 - August 2013
Federal Court, Eastern District of Pennsylvania May 2010 - July 2010
Duane Reade May 2009 - August 2009
Digitas Inc January 2007 - June 2008
State Street Corporation November 2006 - January 2007
Boston University School of Management August 2004 - December 2005
Shishu Bharati School 1996 - 2002
Skills
Cross-functional Team..., Strategy, Management, Leadership, Marketing Strategy
Education
University of Southern California - Marshall School of Business 2012 — 2014
Master of Business Administration (MBA)
Villanova University School of Law 2008 — 2011
JD, Law
Boston University - School of Management 2002 — 2006
BS, Business Administration, concentration in Finance & Marketing
Grantham Mayo Van Otterloo July 2005 - Present
State Street Corporation 1997 - 2005
Goldman Sachs July 1995 - July 1997
Putnam Investments September 1993 - July 1995
Skills
Mutual Funds, Equities, Corporate Actions, Securities, Fixed Income, Back Office, Middle Office, Hedge Funds, Derivatives, Bloomberg, Asset Management, Financial Services, Fund Accounting, Settlement, Global Custody, Financial Markets, Trading Systems, Relationship Management
Education
Isenberg School of Management, UMass Amherst 2006 — 2008
MBA, Business
Boston University 1989 — 1993
BA, History; Business
State Street April 2013 - Present
State Street Corporation November 2008 - April 2013
State Street Corporation May 2005 - October 2008
Skills
Accounting, Analysis, Fixed Income, Leadership, Mutual Funds, Performance Measurement, Superior Client Service
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2008
Masters, Finance
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelors, Finance
John Hancock Financial Services November 2013 - Present
Liberty Mutual Group January 2012 - January 2013
State Street Corporation March 2011 - December 2011
State Street Global Advisors September 2009 - April 2010
Wellington Management Company October 2005 - January 2009
State Street Bank April 2005 - September 2005
Fidelity Investments February 2000 - February 2005
State Street Bank August 1997 - January 2000
Mellon Trust / The Boston Company 1994 - 1997
Fidelity Investments 1988 - 1993
Skills
Quality Assurance, Budgets, Testing, Business Analysis, User Acceptance Testing
Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance and Financial Management Services
University of Massachusetts at Lowell
Certificate in Website Design and Development, Web Page, Digital/Multimedia and Information Resources Design
APG Asset Management US September 2011 - Present
APG Asset Management US July 2010 - September 2011
ABP Investments / APG Investments December 2005 - July 2010
Citigroup Asset Management June 2004 - December 2005
State Street Corporation December 2001 - June 2004
Skills
Portfolio Management, Fund Administration
Education
Boston University 2001 — 2005
Masters, Financial Markets and Institutions
State University of New York at Buffalo 1993 — 1997
Bachelor of Arts, Economics
JPMorgan Chase September 2011 - April 2012
J.P. Morgan 2010 - 2010
STATE STREET CORPORATION 2006 - 2009
Skills
Microsoft Office
Education
Boston University 2008 — 2012
Master's degree, Financial Economics
Valley View University, Ghana 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
State Street April 2014 - Present
State Street January 2013 - April 2014
State Street Corporation December 2009 - January 2013
State Street Corporation August 2007 - December 2009
Travel Indochina January 2007 - May 2007
Skills
Microsoft Excel, Financial Statement..., US GAAP reporting, IFRS, Hedge Funds, Private Equity, Financial Analysis, Data Analysis, Financial Services, Microsoft Office, Marketing Strategy, Marketing Research, Bloomberg, Accounting, Client Services
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Business Administration, Marketing
Boston Latin School 1997 — 2003
High School Diploma
American-Moroccan for Solidarity March 2013 - Present
State Street Corp February 2009 - Present
State Street Corporation February 2009 - March 2013
Vance Uniform Protection Services January 2005 - February 2009
Skills
Financial Analysis, Project Management, Analysis, Strategic Planning, Management, Data Analysis, Risk Management, Business Analysis, Business Strategy, Program Management, Portfolio Management, Business Process..., Business Planning, Management Consulting, Financial Risk, Mutual Funds, Time Management, Auditing, Leadership, Financial Reporting, Finance, Financial Services, Corporate Actions, Training, Enterprise Risk...
Education
Boston University 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General