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
Herman Miller September 2014 - Present
Knoll October 2013 - September 2014
Herman Miller June 2010 - September 2013
Marwood Group July 2007 - June 2010
State Street Corporation June 2006 - July 2007
Skills
Space planning, Strategic Planning, Furniture, Ergonomics, Space-planning, Hospitals, New Business Development, Healthcare, Public Speaking, Furnishings, Sales, Project Management, Interior Design, Sales Process, Marketing Strategy, Account Management, Sales Management, Product Design
Education
Bryant University 2002 — 2006
Rubicon Holdings Incorporated August 2012 - Present
Accelerant Inc. August 2012 - Present
One Group Inc May 2012 - December 2014
Expense Reduction Analysts August 2004 - August 2013
Nipmuc Regional High School March 2007 - September 2012
Rubicon Holdings Incorporated January 2003 - August 2012
State Street Corporation May 1999 - May 2005
JPMorgan Chase 1994 - 1998
Brown Brothers Harriman and Co. 1992 - 1995
Skills
Business Strategy, Investments, Analysis, Executive Management, Management Consulting, Strategic Planning, Financial Services, Business Planning, Start-ups, Entrepreneurship, Project Management, Consulting, Strategy, Business, Strategic Partnerships, Management, Business Development, Mergers & Acquisitions, Financial Analysis, New Business Development, Leadership, Forecasting, Business Process..., Competitive Analysis, Financial Modeling, Due Diligence, Managerial Finance, Finance, Outsourcing, Human Resources, Enterprise Software, Business Analysis, Process Improvement, Program Management, Team Building
Education
University of Phoenix 2002 — 2004
MBA, Management
Bryant University 1989 — 1992
BSBA, Finance
Bishop Feehan High School 1983 — 1987
High School Diploma, General
John J Ahern Middle School
State Street Corporation March 1994 - Present
Skills
SharePoint Designer, InfoPath, Microsoft Office, Business Analysis, SDLC, PMP, Program and Project..., SharePoint, PMO, Project Portfolio..., Risk Management, Governance, Process Improvement, Project Management, Agile Methodologies, Information Technology, Requirements Gathering, Business Continuity
Education
University of Massachusetts Dartmouth 1989 — 1993
Bridgewater State University
Obtained Massachusetts Educators' License
Project Management Institute
Current Time May 2012 - Present
State Street Corporation April 2000 - May 2012
Skills
Software Development, Computer Hardware, Computer Repair, Computer Architecture, Automated Software..., Computer Software..., Computer Maintenance, Geochemistry, Geology
Education
Bridgewater State College 1999 — 2002
Master of Science (MS), Computer Science
Bridgewater State College 1991 — 1995
Bachelor of Science (BS), Geochemistry
State Street Corporation August 2012 - Present
State Street Corporation November 2000 - August 2012
Hingham Little League October 2005 - October 2008
ENTEX Information Services June 1996 - November 2000
MFS June 1994 - June 1996
Corporate Software January 1992 - June 1994
Wolf and Company March 1990 - September 1991
ComputerLand August 1989 - February 1990
Radio Shack Computer Center June 1987 - July 1989
Tab Newspapers June 1986 - June 1987
Skills
Vendor Management, Program Management, Process Improvement, PMP, Project Management, Cross-functional Team..., Risk Management, Business Process, Project Planning, Management, Security, SDLC, PMO, Team Building, Business Analysis, Leadership, Product Management, Information Technology, Consulting, Financial Services, Banking, Software Development, IT Strategy, Business Process..., Disaster Recovery, Microsoft Project, Requirements Gathering, IT Management, Project Portfolio..., Information Security, Strategic Planning, Software Project..., Pre-sales, Professional Services, Budgets, Training, Public Speaking, Project Delivery, Outsourcing, Business Intelligence, Governance, Business Continuity, Certified Project..., Virtual Teams, SSO, Software Development..., Application Development, Budgeting, Lean Processes, Authentication
Education
Brandeis University 2004 — 2007
M.S., Management of Projects and Programs
The University of Connecticut 1982 — 1986
B.S., Business Administration
Windham High School 1979 — 1982
College Prep
Agency Spotter December 2011 - Present
American Express July 2010 - June 2012
American Express February 2009 - July 2010
American Express June 2008 - August 2008
State Street Corporation December 2005 - May 2006
State Street International (Ireland) Ltd. February 2005 - December 2005
State Street Corporation December 2003 - February 2005
State Street Corporation November 2002 - December 2003
Education
Boston University - School of Management 2007 — 2008
MBA, Marketing and International Management
College of Charleston 1996 — 2002
BS, Accounting and Business Administration (Double Major)
Norcross High School 1992 — 1996
NH Learning Solutions Corporation October 2013 - Present
New Horizons CLC May 2009 - Present
New Horizons Computer Learning Center April 2008 - May 2009
New Horizons of Boston August 2007 - April 2008
New Horizons of Boston January 2005 - August 2007
New Horizons of Boston July 2004 - January 2005
ExecuTrain June 2003 - June 2004
Talis Learning Solutions February 2001 - June 2003
Liberty Mutual October 1998 - January 2001
State Street Corporation June 1997 - October 1998
Skills
Training, Distance Learning, Blended Learning, Training Delivery, Hands-on Training, Instructor-led Training, Technical Training, Employee Training, Change Management, Business Intelligence, Business Process..., Leadership Development, Educational Leadership, Learning Management, Mobile Learning, Learning Management..., Learning Quickly, IT Service Management, IT Operations, IT Solutions, Organizational Learning, Leadership, Networking, Sales Management, Account Management, Sales, Direct Sales, Team Leadership, Team Building, Strategic Partnerships, Business Development, Cloud Computing, Salesforce.com, Business Strategy, Solution Selling, New Business Development, SharePoint, Budgets, Sales Process, Virtualization, Sales & Marketing..., Channel, Strategic Partner..., Organizational..., Organizational...
Education
Bryant University 1993 — 1997
Bachelors Degree, Finance, Computer Information Systems
Norwood High School 1990 — 1993
EnerNOC March 2015 - Present
BMC Software November 2010 - March 2015
State Street Corporation 2006 - 2010
Deloitte Consulting 1997 - 2005
Price Waterhouse 1995 - 1997
Skills
Enterprise Software, IT Management, Leadership, Risk Management, Data Center, Consulting, Financial Services, SDLC, Business Analysis, IT Strategy, Business Process..., Software Project..., Program Management, Project Portfolio..., Business Process, Process Improvement, Project Management, Integration
Education
Bournemouth University 1988 — 1992
BA (Hons), Business Studies
Norbridge, Inc. January 2014 - Present
Norbridge, Inc. June 2012 - December 2013
State Street Corporation June 2011 - August 2011
Education
Bowdoin College 2008 — 2012
Bachelor of Arts (B.A.), Economics, Spanish
Needham High School 2004 — 2008
State Street Corporation March 2014 - Present
State Street Corporation March 2011 - March 2014
New York Life Retirement Plan Services September 2009 - March 2011
Fidelity August 2006 - June 2009
Fidelity Investments March 2003 - August 2006
Fidelity Investments August 1999 - March 2003
Fidelity Investments March 1997 - November 1999
Hill Holliday March 1993 - March 1997
Skills
Product Management, Strategy, Marketing Strategy, Segmentation, Portfolio Management, Financial Services, Analytics, Competitive Analysis, Cross-functional Team..., Business Analysis, Product Marketing, Strategic Partnerships, Vendor Management, Business Strategy, Mergers & Acquisitions, Program Management, Business Development
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Continuing Education, Securities Industry Institute
Boston University Questrom School of Business 1998 — 2000
MBA, Business Management Program
University of Wisconsin-Madison
Bachelor of Arts (B.A.)
Radiological Society of North America (RSNA) December 2010 - Present
State Street Corporation January 2007 - December 2010
Skills
Solid computer skills, Creative Problem Solving, Project Planning, Editorial, Typing, Electronic Filing, Bookkeeping, Customer Service, Manuscript, Microsoft Office, Photography, Photoshop, Editing, Social Media, Healthcare Information..., Research, Teaching, Healthcare Management, Microsoft Word, Clinical Research, Healthcare, Microsoft Excel, Hospitals
Education
Bunker Hill Community College 2012 — 2015
Associate's degree, Radiologic Technology/Science - Radiographer, 3.9
Brooks Institute of Photography 2012 — 2014
certificate
Quincy College 2008 — 2010
Associate of Science (AS), Mathematics and Science, 3.5
DTCC February 2012 - Present
DTCC October 2010 - February 2012
DTCC July 2009 - October 2010
DTCC January 2009 - July 2009
DTCC June 2007 - June 2008
Citi July 2006 - June 2007
Citi May 2005 - July 2006
eSecLending March 2004 - May 2005
JPMorgan Chase November 2002 - March 2004
STATE STREET CORPORATION June 2001 - November 2002
Skills
Corporate Actions, Securities, Fixed Income, Settlement, Equities, Financial Services, Bloomberg, Risk Management, Process Improvement, Relationship Management, Bonds, Investments, Product Management, Capital Markets, Trading, Software Project..., Product Development, Banking
Education
Bryant University 1997 — 2001
Bachelor of Science, Business Administration; Marketing
Longmeadow High School 1993 — 1997
Keller Williams Realty Boston Metro August 2014 - Present
State Street Corporation March 2007 - August 2014
State Street Corporation March 2007 - August 2008
AES Corporation May 2003 - March 2007
Education
Bowling Green State University 2002 — 2006
Bachelor of Science, Economics
Bowling Green State UniversityBowling 2002 — 2006
Bachelor of Science, Economics
Boston Children's Hospital May 2013 - Present
East Boston Neighborhood Health Center May 2014 - Present
J.P. Morgan Chase January 2008 - May 2013
J.P. Morgan Chase January 2008 - February 2011
State Street Corporation October 2006 - January 2008
J.P Morgan Chase October 2005 - April 2006
Skills
Financial Services, CRM, Investments, Strategy, Business Analysis, Leadership, Management, Microsoft Excel, Microsoft Word, PowerPoint, Lean Management, Agile Project Management, Access Database, Relational Databases, Epic Systems, WebEx, Compliance, Account Management, R, Bloomberg Software, Spanish-speaking
Education
Boston University 2013 — 2015
Master's Degree, Health Policy and Management
Brandeis University 2001 — 2005
B.A., Economics
Vestmark August 2008 - Present
Putnam Investments LLC January 2007 - March 2008
SunGard Securities Processing April 2006 - January 2007
Sungard 2006 - 2007
Brown & Company (JPMorgan-Chase) July 2001 - April 2006
Brown & Company/JPMC 2001 - 2006
JP Morgan Invest 2001 - 2006
J. P. Morgan Invest, Inc. formerly known as Brown & Company Securities Corporation 2001 - 2006
JP Morgan Chase 2001 - 2006
State Street Corporation 1997 - 2001
Skills
Disaster Recovery, Unix, Vendor Management, Business Continuity, SQL, Business Analysis, Requirements Analysis, Process Improvement, Project Management, Visio, Operations Management, SDLC, Integration, Data Center, Outsourcing, Program Management, COBOL, Quality Assurance, XML, Operating Systems, Technical Support, Management, Servers, Analysis, Networking, SaaS, Financial Services, IT Management, IT Strategy
Education
B.S. 1977 — 1988
Bachelor of Science (BS), Mathematics
Bridgewater State University 1977 — 1984
B.S., Mathematics
ING Investment Management April 2012 - Present
Plymouth Networking Group April 2011 - Present
New England Business Education System July 2011 - Present
1 Life at a time 2011 - 2012
Computershare August 2007 - April 2011
State Street Corporation May 2002 - July 2007
Sovereign Bank (formerly Bank of Boston) January 1994 - January 2002
Skills
Database Management, Quickbooks, Excel, Workflow, Database Admin, Sales, Leadership, Account Reconciliation, Microsoft Excel, QuickBooks, Finance, Financial Analysis, General Ledger
Education
New England Business educational Systems 2011 — 2012
Certification, Advance Bookkeeping Certificate (Candidate)
Newbury College
Associates degree, Business Management
Bridgewater State University
Bachelor of Science, Financial Management
State Street Corporation July 2009 - Present
State Street Global Markets August 2005 - July 2009
HSBC July 2004 - August 2004
HSBC June 2003 - December 2003
Natixis March 2001 - February 2002
Dexia Credit Local March 2000 - June 2000
Skills
Fixed Income, Bonds, Structured Finance, CLOs, ABS, Derivatives, Credit Analysis, Portfolio Management, Capital Markets, Bloomberg, Leveraged Finance, Credit Derivatives, Financial Structuring, Corporate Credit, Intex, Visual Basic, Asset Management, Investments, Financial Modeling, Structured Products, Credit, Alternative Investments, Old Master Paintings, Old Master Drawings
Education
Brandeis International Business School 2004 — 2005
MA
Université Paris Dauphine 1997 — 2000
BA
Shire Pharmaceuticals December 2013 - Present
Novartis Institutes of BioMedical Research (NIBR) September 2011 - 2013
Cubist Pharmaceuticals March 2010 - September 2011
The TriZetto Group April 2008 - October 2010
The First Marblehed Educational Reasources May 2006 - February 2008
First Marblehead 2006 - 2008
John Hancock 2004 - 2006
State Street Corporation 2001 - 2005
Skills
Auditing, Medical Compliance, Process Improvement, Management, Vendor Management, SDLC, Business Analysis, Project Portfolio..., Cross-functional Team..., Program Management, Project Management, Business Process..., Leadership, Quality Assurance, Analysis, Enterprise Software, Business Strategy, Product Management
Education
Brandeis University 2006 — 2008
Masters, International Business and Finance
Brandeis University, Lemberg - International Business School 2006 — 2008
Master's degree, International Business and Finance
EMC May 2015 - Present
EMC May 2013 - May 2015
RBS Citizens October 2011 - May 2013
State Street Corporation March 2008 - October 2011
Deloitte & Touche December 2005 - March 2008
Wolf & Company, P.C. May 2004 - December 2005
MEDITECH July 2001 - May 2004
Skills
IT Audit, Information Security, Risk Management, Internal Audit, Enterprise Risk..., Security, CISA, Auditing, Information Technology, CISSP, IT Risk Management, CRISC, Risk Assessment, ITIL v3 Foundations..., Information Security..., Sarbanes-Oxley Act, SDLC, Governance, Financial Risk, Operational Risk..., Internal Controls, Business Continuity, SAS70, Management Consulting, Cloud Computing, IT Service Management, COBIT, Penetration Testing, Vulnerability Assessment, Business Continuity..., Security Awareness, ITIL, ISO27001
Education
Bryant University 1997 — 2001
Bachelor of Science in Business Administration, cum laude, Computer Information Systems
Smithfield High School 1993 — 1997
Smithfield, RI
Strategy& (Part of the PwC network) July 2013 - August 2015
PwC Advisory July 2011 - June 2013
PwC Advisory August 2010 - June 2011
State Street Corporation May 2008 - August 2009
Boston Red Sox April 2007 - October 2007
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA) - Candidate, Marketing, Management and Strategy, Management and Organizations
Boston University - School of Management 2006 — 2010
BS in Business and Administration, Finance and Business Law, Minor: History
Accenture 2014 - Present
State Street Corporation 2010 - 2014
PA Consulting Group 2005 - 2010
UBS Global Wealth Management 2003 - 2005
Education
Boston University Questrom School of Business 2001 — 2003
MBA, Finance
Boston University Questrom School of Business 2001 — 2003
MS, Information Systems
Göteborgs Högre Samskola
State Street Corporation May 2008 - July 2011
Skills
Fund Accounting, Corporate Actions, DTC, Healthcare Management, Public Health, Financial Analysis, Financial Reporting, Financial Accounting, Public Health Education
Education
Brandeis University 2011 — 2012
MS, International Health Policy and Management, 3.49
University of Massachusetts Boston 2005 — 2008
Bachelor of Arts (BA), Economics
Santander Bank, N.A. March 2015 - Present
Santander Bank, N.A. November 2013 - March 2015
Santander Bank, N.A. October 2010 - November 2013
State Street Corporation June 2008 - May 2010
Brandeis International Business School 2006 - 2008
Virtue June 2007 - September 2007
Momenta Pharmaceuticals 2004 - 2006
Skills
Credit Risk, Corporate Finance, Financial Modeling, Banking, Financial Analysis, Hedge Funds, Credit Analysis, Financial Risk, Finance, Portfolio Management, Credit, Risk Management, Data Analysis, Management, Investments, Analysis
Education
Brandeis International Business School 2006 — 2008
MA, Finance and International Business
University of Massachusetts Boston 1999 — 2003
BS, Biology
State Street Corporation August 1999 - Present
Education
Bridgewater State University 1982 — 1984
MFS Investment Management March 2015 - Present
State Street 2011 - December 2014
Boston Data Group December 2010 - May 2011
Bank of America May 2005 - February 2009
State Street Corporation May 2001 - April 2005
Thomson Financial Software Solutions April 2000 - May 2001
Liberty Financial/Colonial Management May 1995 - April 2000
New Development May 1988 - April 1995
Bain and Company May 1985 - May 1988
Massachusetts Department of Revenue April 1981 - May 1985
Skills
Business Analysis, Vendor Management, SDLC, Financial Services, Mutual Funds
Education
Northeastern University
Post Graduate courses
University of Massachusetts
Post Graduate courses, Information Technology
Bridgewater State University
Bachelor of Science
Catholic Memorial
CVS Health December 2014 - Present
CVS Caremark Corporation February 2013 - November 2014
State Street February 2011 - February 2013
State Street Bank September 2004 - March 2011
State Street Corporation January 1999 - January 2004
Harvard Pilgrim Health Care March 1996 - September 1999
Harvard Pilgrim Health Care January 1996 - January 1999
Skills
Ironport, Operation, Sametime, Blackberry Enterprise..., Lotus Domino, MobileIron, Office Communicator..., Exchange 2003 and 2010, Voltage, SMTP, IM Manager, Symantec Message Labs, Exchange ActiveSync, Microsoft Exchange, Project Management, Lotus Notes, Business Continuity, Disaster Recovery, Management, Blackberry, System Deployment, Incident Management, BMC Remedy, IT Management, Security, Infrastructure, IT Operations, Information Technology, IT Service Management, Enterprise Architecture, Technical Support, Messaging, Solaris, Visio, Business Analysis
Education
Brandeis University 2004 — 2007
Masters, Information Technology Management
Universidade do Vale do Rio dos Sinos 1985 — 1990
Law, Business Law
eSecLending February 2015 - Present
Barrington Partners October 2012 - February 2015
PREMIER GLOBAL SECURITIES LENDING, LLC 2010 - 2011
STATE STREET CORPORATION 2008 - 2010
STATE STREET CORPORATION January 1995 - January 2008
Skills
Securities Lending, Relationship Management, Business Development, Project Management, Marketing Communications, Securities, Asset Managment, Mutual Funds, Capital Markets, Hedge Funds, Collateral Management, Valuation, Business Analysis, Asset Management, Strategy
Education
Boston University Questrom School of Business
MBA
Suffolk University - Sawyer Business School
BS/BA
Dana-Farber Cancer Institute May 2013 - Present
Dana-Farber Cancer Institute September 2012 - April 2013
Dana-Farber Cancer Institute May 2011 - September 2012
Gilman Corporation October 2010 - April 2011
State Street June 2008 - June 2010
State Street Corporation June 2007 - June 2008
Skills
Account Reconciliation, Financial Analysis, Financial Reporting, Critical Thinking, Crisis Management, Project Management, Process Definition, Healthcare Management, Clinical Research, Staff Development, Professional Mentoring, Customer Service, Operations Management, Building Relationships, Maintaining..., Performance Improvement, Solution Development, Access, Bloomberg, Process Improvement
Education
Boston University Questrom School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Brandeis University 2003 — 2007
Bachelor's degree, Health: Science, Society and Policy
State Street Corporation May 2011 - Present
Liberty Tax Services September 2009 - April 2011
State Street Corporation January 2007 - April 2011
State Street Corporation June 2005 - December 2006
Harvard School of Business August 2002 - May 2003
Skills
Microsoft Office, DocStar, Peachtree
Education
Bridgewater State University 2001 — 2005
Bachelor's degree, Accounting
Turbine, Inc. August 2015 - Present
Turbine June 2012 - Present
Turbine, Inc. August 2007 - August 2012
State Street Corporation July 1990 - August 2007
Education
Bowdoin College 1986 — 1990
BA, Economics, Math, Computer Science
State Street Corporation April 2011 - Present
State Street Corporation May 2010 - April 2011
State Street Corporation May 2007 - August 2007
Skills
General Ledger, Credit, Portfolio Management, Excel, Cash Management, PowerPoint, Word, Financial Analysis, Risk Management, Client Service, Asset Management, Outlook, Customer Relations, Microsoft Office, Analysis, Valuation, Funding, Customer Service, Wealth Management, Equities, Fund Accounting, Financial Reporting, SQL
Education
Bryant University 2006 — 2009
Bachelor of Science, Business Administration, Finance
State Street Bank January 2000 - Present
State Street Corporation January 1998 - January 2000
State Street Corporation January 1996 - January 1998
Skills
Financial Services, Client Services, Mutual Funds, Investments, Management, Finance, Equities, Securities, Account Reconciliation, Customer Satisfaction, Accounting
Education
Bryant University 1992 — 1996
B.S., Finance, Cum Laude
Ann Grady Event Management Vice PresidentState Street Global Advisors1992 - 2003
State Street Corporation 1992 - 2003
Skills
Fundraising, Event Management, Leadership, Marketing Strategy, Nonprofits, Public Relations, Social Networking, Strategic Planning, Project Management, Marketing, Marketing Communications, Budgets, Social Media
Education
Bowdoin College 1982 — 1986
Bachelors, Government & Legal Studies
Putnam Investments January 2007 - Present
John Hancock September 2006 - January 2007
Investors Bank and Trust September 2004 - February 2006
JP Morgan FCS 2004 - 2004
State Street Corporation June 1995 - August 2003
Skills
Mutual Funds, Fixed Income, Equities, Investments, Portfolio Management, Hedge Funds, Derivatives, Financial Services, Alternative Investments, Corporate Actions, Trading, Fund Accounting, Bloomberg, Asset Management
Education
Bridgewater State College 1995 — 1999
Bachelor of Science (B.S.), Managment Science & Finance
Thermo Fisher Scientific July 2012 - Present
Thermo Fisher Scientific July 2005 - July 2012
State Street Corporation March 2004 - July 2005
State Street July 2003 - March 2004
Skills
Advanced Excel, Hyperion, Data Analysis, Accounting, SOX, Internal Audit, General Ledger..., Financial Analysis, Project Accounting, Fraud Investigations, Auditing, ERP, Audit, Process Improvement, Sarbanes-Oxley Act, Internal Controls, Microsoft Excel
Education
Bridgewater State College 1999 — 2003
Bachelor of Science, Accounting & Finance - Accounting Concentration
Altman Vilandrie & Company July 2011 - Present
State Street Corporation November 2010 - July 2011
Citi January 2007 - October 2010
Tabor Academy September 2005 - June 2007
Gotuit Media 2004 - 2005
Skills
Recruiting, Talent Acquisition, Interviews, College Recruiting, Applicant Tracking..., Technical Recruiting, Executive Search, Graduate Recruitment, Organizational Design, Employer Branding, Consulting, Sourcing, Management, Financial Modeling, Management Consulting, Strategy
Education
Brown University 2001 — 2005
B.A, Psychology
Liberty Mutual Insurance February 2015 - Present
Liberty Mutual Insurance Group May 2008 - Present
Liberty Mutual Group May 2008 - February 2015
JPreston Construction September 2004 - May 2008
State Street Corporation September 2003 - April 2004
Skills
Insurance, Claim, Property & Casualty..., Claims Management, Subrogation, General Insurance, Underwriting, Commercial Insurance, Property Damage, Risk Management, Liability, Casualty, Commercial Lines
Education
Bryant University 2004 — 2007
Masters, Business Administration
Westfield State University 1999 — 2003
BS, Economics, Finance
Financial Services January 2015 - Present
State Street April 2011 - December 2014
State Street Corporation January 2008 - April 2011
State Street November 2004 - January 2008
State Street Corporation July 2003 - November 2004
State Street Corporation November 2000 - July 2003
State Street Corporation June 1999 - November 2000
Skills
Fund Accounting, Financial Analysis, Mutual Funds, Finance, Internal Audit, Bloomberg, Fixed Income, Financial Reporting, Equities, Financial Services, Accounting, Sarbanes-Oxley Act, Corporate Finance, Financial Risk, Risk Management, Valuation
Education
Bryant University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Brockton High School 1991 — 1995
EMD - Affiliates of Merck KGaA, Darmstadt, Germany July 2015 - Present
EMD - Affiliates of Merck KGaA, Darmstadt, Germany August 2014 - Present
EMD - Affiliates of Merck KGaA, Darmstadt, Germany January 2012 - August 2014
EMD - Affiliates of Merck KGaA, Darmstadt, Germany May 2008 - January 2012
State Street Corporation October 2000 - May 2008
Scudder Investments 1996 - 2000
Skills
Process Improvement, Lotus Notes, Project Management, Business Analysis, Software Documentation, SharePoint, Troubleshooting, Team Leadership, Program Management, Change Management, Access, Visio, Sarbanes-Oxley Act, Data Analysis, Windows 7, Computer Hardware, Integration, CRM, Risk Management, Team Building, Active Directory, ITIL, Networking, Management, IT Operations, Internet Explorer
Education
Bridgewater State College 1994 — 1998
Bachelor of Science (B.S.), Management Information Systems, General
Bridgewater State University 1994 — 1998
Bachelor's degree, Management Information Systems, General
MLSAGENTSONLY September 2013 - April 2015
State Street Corporation July 2014 - September 2014
State Street Corporation March 2010 - July 2014
Keller Williams Realty, Cambridge MA July 2012 - July 2013
State Street Corporation January 2007 - March 2010
JPMorgan Chase July 2004 - July 2005
Skills
Mutual Funds, Bloomberg, Fund Administration, Securities, Fund Accounting, Equities, Bloomberg Terminal, Derivatives, Investments, Financial Analysis, Financial Services, Fixed Income, Valuation, Financial Reporting, Financial Modeling, Management, Analysis, Finance, Microsoft Excel, Risk Management, Accounting, Microsoft Office, Banking, Real Estate License, Real Estate
Education
Awarded the Claritas® Investment Certificate by CFA Institute
Cambridge College 2005 — 2007
Master of Management, Business, GPA: 3.95
Boston University Questrom School of Business 2000 — 2004
Bachelor of Science, Business Administration
American Embassy School 1994 — 2000
International Baccalaureate (IB program)
Knowledgent April 2015 - Present
John Hancock Financial Services February 2012 - April 2015
State Street Corporation (SSGM) October 2005 - February 2012
Bonaire Software Solutions, LLC 2000 - 2005
State Street Corporation 1996 - 2000
Skills
Fixed Income, Derivatives, Financial Services, Business Analysis, Trading, Bloomberg, PMP, Capital Markets, Project Management, Requirements Gathering, Agile Project Management, Settlement, Risk Management, Equities, Trading Systems, Software Documentation, Mutual Funds, Portfolio Management, Interest Rate..., Dodd-Frank, Market Data, Resource Management, StrengthsFinder, Business Process Mapping, Investment Banking, Financial Risk, Hedge Funds, Gloss, Project Planning, Collateral Management, Corporate Actions, Asset Management, Fund Accounting, Credit Derivatives, Back Office, Middle Office, Summit, Business Process..., MS Project, FX Options, Financial Markets, Market Risk, Investment Management, Regulatory Reporting, Findur, Bonds, Electronic Trading, Alternative Investments, Microsoft Project
Education
Bryant University 1992 — 1996
BS, Finance, Psychology
North Vista Hospital February 2015 - Present
Alta Vista Regional Hospital January 2015 - January 2015
Parkview Medical Center September 2013 - November 2014
Acadia Healthcare January 2013 - June 2013
Jordan Valley Medical Center September 2010 - January 2013
Pioneer Valley Hospital September 2010 - January 2013
North Vista Hospital July 2006 - August 2010
Parthenon Capital November 2004 - July 2006
Children's Hospital Boston April 2003 - November 2004
State Street Corporation 2001 - 2003
Skills
Accounting, Financial Reporting, Budgeting, Healthcare, Accounts Payable, General Ledger, Internal Controls, Reconciliation, Accruals, Journal Entries, Financial Accounting, Forecasting, Account Reconciliation, Auditing, Budgets, Accounts Receivable, Financial Analysis, Management, Fixed Assets, Financial Statements, Microsoft Excel, Bank Reconciliation, Variance Analysis, Finance, Internal Audit, Analysis, Training
Education
Brigham Young University 1993 — 1997
MAcc, Accounting
Provo High School 1985 — 1989
General Education, Business
Microdesk December 2014 - Present
Microdesk March 2014 - Present
Microdesk August 2011 - March 2014
Microdesk July 2009 - August 2011
Microdesk March 2006 - July 2009
State Street Corporation August 1999 - January 2006
Merrill Lynch December 1994 - August 1999
New York Life April 1992 - December 1994
John Hancock May 1990 - April 1992
Skills
Solution Selling, Strategic Partnerships, Sales Management, CRM, Management, Marketing Strategy, Strategy, Sales, Recruiting, Marketing, B2B, Project Planning, Negotiation, Salesforce.com, Customer Service, Sales Process, Account Management
Education
Boston University Questrom School of Business 2005 — 2009
Masters, Business Administration
College of the Holy Cross 1986 — 1990
Bachelor of Science, Economics
State Street Corporation November 2013 - Present
State Street Corporation July 2013 - November 2013
Global Atlantic Partners June 2012 - August 2012
Telvista Inc. May 2011 - August 2011
Amextra AC June 2009 - August 2009
Skills
SQL, HTML, Economics, Analysis, Microsoft Excel, Stata, Bloomberg Terminal, Microsoft Word, PowerPoint, Financial Analysis, Spanish, Event Planning, Corporate Finance, Teamwork, Risk Management, Fundraising
Education
Brandeis University 2009 — 2013
Double BA, in Economics and Business Administration
Pontificia Universidade Catolica de Sao Paulo 2011 — 2011
Exchange Semester
United World College of the Pacific 2007 — 2009
IB Diploma, IB
Sun Life Financial March 2015 - Present
State Street Corporation November 2010 - March 2015
Town of Barnstable May 2010 - September 2010
Bryant University September 2007 - May 2010
Town of Barnstable June 2007 - August 2009
Skills
Training, Financial Reporting, Accounting, Financial Modeling, Financial Analysis, Team Building, Human Resources, Internal Controls, Account Reconciliation, Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Finance, General Ledger, GAAP, Teamwork, Hedge Funds, Sarbanes-Oxley Act, US GAAP, Financial Services
Education
Bryant University 2006 — 2010
B.S., Business
State Street Corporation July 2011 - Present
The Watermill Group May 2007 - October 2010
Capital Restoration August 2006 - May 2007
Skills
Financial Modeling, Private Equity, Investment Management, Valuation, Economics, Financial Analysis, Alternative Investments, Due Diligence, M&A experience, Acquisitions, Management Consulting, Corporate Finance, Asset Management, Venture Capital, Corporate Development, Strategy, Competitive Analysis, Business Strategy, Fixed Income, Investments, Mergers, Equity Valuation, Portfolio Management, Equity Research, Equities, Hedge Funds, Investment Banking, Capital Markets, Finance, Bloomberg, Derivatives, Mergers & Acquisitions
Education
Brandeis University, Lemberg - International Business School 2005 — 2007
Master of Arts (MA), Economics
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science (BS), Corporate Finance, Strategic Management
State Street Corporation 2007 - Present
State Street Corporation 2006 - 2006
State Street 2000 - 2006
State Street 1998 - 2000
State Street Boston Corporation 1994 - 1998
Waldenbooks October 1990 - May 1994
State Street Bank & Trust 1990 - 1994
Skills
Business Analysis, Process Improvement, SDLC, Vendor Management, Business Process, Mutual Funds, Mobile Devices, Integration, CRM, Cloud Computing, Project Management, Management, Financial Services, Agile Methodologies, Analysis, Visio, Web Development, Program Management, IT Strategy, Analytics, Risk Management, Testing, PMP, Disaster Recovery, Human Resources, Software Project..., Change Management, Enterprise Architecture, Start-ups, Cross-functional Team..., Management Consulting, SharePoint, Requirements Analysis, Business Requirements, Business Process..., Web Applications, Internet, Web Analytics, Business Intelligence, Software Documentation, PMO, Lean Six Sigma, Lean Thinking, Continuous Improvement, User Experience
Education
Bryant University
Certificate, Lean SIx Sigma Green/Black Belt
Moresteam University / State Street Institute 2012 — 2012
IT Lean
Bryant University 2007 — 2007
Project Management Program Certificate
Providence College 2003 — 2005
MA, History
University of Rhode Island 1984 — 1989
BA, Economics
University of Rhode Island 1984 — 1989
BS, Finance
Aldrich Jr. High School
SXA
Santander Bank, N.A. August 2014 - Present
J.P. Morgan November 2012 - August 2014
State Street Corporation February 2010 - November 2012
Bryant University Archway Investment Fund January 2009 - May 2009
Skills
Portfolio Management, Mutual Funds, Series 7, Financial Markets, Financial Services, Banking, Finance, Investments, Hedge Funds
Education
Bryant University 2005 — 2009
BSBA, Finance, Economics, Sociology
Deloitte September 2008 - Present
State Street Corporation June 2006 - August 2006
Skills
Accounting, Auditing, Internal Controls, US GAAP, Analysis, Sarbanes-Oxley Act, Financial Reporting, Finance, Financial Analysis, Management
Education
Boston University Questrom School of Business 2004 — 2008
Business Administration, Accounting, Finance
JPMorgan Chase October 2013 - Present
Team Rubicon April 2015 - Present
Team Rubicon February 2014 - April 2015
Virtusa May 2013 - October 2013
Virtusa April 2012 - April 2013
Virtusa July 2011 - May 2012
ALaS Consulting July 2008 - July 2011
Morgan Stanley Investment Management July 2007 - July 2008
State Street Bank 2006 - 2007
State Street Corporation 2004 - 2006
Skills
Financial Services, Fixed Income, Financial Risk, Analytics, Accounting, Change Management, Budgets, Business Analysis
Education
Boston University Questrom School of Business 2002 — 2005
MBA, Corporate Finance & Investments
Northeastern University 1995 — 2000
B.S., Physical Therapy
Tatum, a Randstad company February 2015 - Present
State Street Corporation August 2013 - November 2014
Robert Half Management Resources October 2010 - June 2013
WiPro Technologies at MindCircuit May 2010 - September 2010
Titus July 2008 - February 2009
State Street Corporation February 2007 - April 2008
Boylston Search / Scott-Wayne Associates January 2001 - December 2006
Alko Diagnostic Corp., a division of Thermo Fisher Scientific November 1995 - July 2000
Prudential Financial April 1993 - November 1995
Skills
Human Resources, Recruiting, Management, Start-ups, Strategy, Leadership, Business Process..., Business Strategy, Training, Applicant Tracking..., Talent Acquisition, Accounting, Mergers & Acquisitions, Finance, Interviews, Consulting, Sales, ERP, Screening, Negotiation, Strategic Planning, Temporary Placement, Hiring, Deferred Compensation, Executive Management, Sourcing, Executive Search, Internet Recruiting, Contract Recruitment, Staffing Services, Technical Recruiting, College Recruiting, Financial Services
Education
Harvard University 1998 — 2000
Certificate (not completed)
Bryant University 1989 — 1991
BSBA
Promontory Financial Group, LLC March 2013 - Present
State Street Corporation July 2010 - March 2013
State Street Corporation June 2007 - February 2011
State Street Corporation June 2006 - June 2007
Bank of America 2004 - 2005
state street 2000 - 2004
Skills
Basel II, AML, Strategy, Financial Risk, Risk Management, Legal Issues, Credit Risk, Fixed Income, Mutual Funds, Banking, Bloomberg, Securities
Education
Boston University - School of Management 2007 — 2009
MBA, Finance and Strategy Concentrations
Northeastern University 2005 — 2006
Bachelor of Science, Organizational Leadership
NewFed Mortgage f/k/a Consolidated Mortgage Services, LLC June 2011 - Present
Madavor Media April 2011 - March 2012
Consolidated Mortgage Services, Inc November 2003 - June 2011
State Street Corporation March 2001 - June 2003
State Street Corporation February 2000 - February 2001
State Street Corporation June 1997 - January 2000
Skills
FHA, Mortgage Lending, Loans, Finance, Residential Homes, Real Estate Economics, Sales, Management, CRM, Refinance, USDA, Real Estate, FHA financing, Investment Properties, Residential Mortgages
Education
Bryant University 1993 — 1997
Finance
Rockland High School 1989 — 1993
State Street Corporation 2007 - Present
Investors Bank & Trust Company 2006 - 2007
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Securities, Equities
Education
Simmons College - Simmons School of Management 2004 — 2006
MBA
Brown University 1995 — 1999
BNY Mellon April 2013 - May 2014
JPMorgan Chase February 2013 - April 2013
State Street Bank September 2009 - December 2012
KPMG May 2008 - October 2009
State Street Corporation 2004 - May 2008
Investors August 2003 - October 2004
Education
Bridgewater State University 2005 — 2006
Masters
Johnson & Wales University 2001 — 2003
Primaire
State Street Corporation April 2009 - Present
State Street Corporation December 2007 - April 2009
Skills
Microsoft Excel, Access, Hyperian Essbase, Longview, Data Management, Data Processing, Data Analysis, System Administration, Corporate Finance, Financial Reporting, Management Reporting, Profit & Loss Analysis, Trend Analysis, Cost Allocation, Microsoft SQL Server, Oracle Database, Financial Analysis, Financial Modeling, Derivatives, Mutual Funds, Bloomberg, Stata, Financial Data..., Multi-Currency Horizon
Education
Brandeis University 2011 — 2013
Master of Science in Finance
Northeastern University 2003 — 2007
BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION, FINANCE
Lowell Gallery November 2014 - Present
Engelfoto January 2007 - Present
Engelgrafik September 1995 - Present
Raytheon Integrated Defense Systems October 2011 - June 2012
Asian Boston Magazine 2007 - 2010
EDS January 2008 - July 2009
Panospin Studios August 2005 - 2009
CGI September 2005 - April 2008
State Street Corporation June 2004 - October 2004
IBM April 2001 - September 2001
Skills
XHTML, Photoshop, CSS, Photography, User Interface Design, Web Design, User Experience, Graphics, Graphic Design, Creative Direction, Concept Development, Multimedia, Advertising, Adobe Creative Suite, Web Development, Dreamweaver, SEO, Art, Flash, Usability, Illustrator, HTML, Website Development, Layout, Start-ups, QuarkXPress, Marketing, WordPress, Wireframes, Logo Design, Interaction Design, Strategy, Web Applications, User Interface, Digital Photography, Information Architecture, InDesign
Education
Florida State University 1993 — 1994
BS, Art / Graphic Design
Florida Atlantic University 1992 — 1993
Art, Graphic Design
Broward College 1989 — 1992
AA, Art / Graphic Design
Western High 1987 — 1989
High School Diploma, Art
State Street Corporation June 2011 - Present
State Street Bank November 1996 - Present
Skills
Fund Accounting, Mutual Funds, Fund Administration, Fixed Income
Education
Bridgewater State University 1992 — 1996
John Hancock Financial Services January 2014 - Present
John Hancock Life Insurance Company (U.S.A.) November 2010 - January 2014
John Hancock January 2008 - November 2010
State Street Corporation July 2006 - January 2008
Ciber January 2006 - June 2006
Aviva 2002 - 2006
Skills
Analysis, Project Management, Business Analysis, Vendor Management, Risk Management, Business Requirements, Visio, Requirements Analysis, Business Process, Competitive Analysis, Relationship Management, Business Intelligence, Management, Strategic Planning, Requirements Gathering, Insurance, Change Management, Budgets, SDLC, PMP, SharePoint, Financial Services, Process Improvement, IT Strategy, Program Management, Business Process..., PMO, Software Project..., Project Portfolio...
Education
University of Massachusetts Boston 2006 — 2009
MBA, Business
Brandeis University 1998 — 2002
Bachelor's degree, Economics
National Grid December 2014 - Present
PricewaterhouseCoopers August 2011 - March 2014
PricewaterhouseCoopers July 2008 - August 2011
PricewaterhouseCoopers August 2005 - July 2008
State Street Corporation June 2004 - August 2004
Skills
Financial Analysis, Project Management, MS Excel Pivot Tables, Microsoft Excel, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Audit
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2007
MSA, Accounting
Bryant University 2001 — 2005
BSBA, Accounting
McKesson Medical-Surgical April 2004 - Present
Support Analytics January 2004 - May 2012
State Street Corporation October 2002 - October 2003
State Street Corporation 1999 - 2002
Skills
Sales Compensation, Compensation Plan Design, Data Analysis, Analytics, Excel, Statistics, Microsoft Excel, Analysis, Business Intelligence, Leadership, Business Process..., Strategic Planning, Management, Financial Analysis, Risk Management, Project Management, Business Process, Access
Education
Bryant University 1996 — 1999
BSBA
Strayer University (VA) 2004 — 2006
MBA
Agawam High School 1994 — 1996
Archdiocese of Boston January 2009 - August 2010
Financial Engines February 2005 - June 2007
Fidelity Investments January 2000 - January 2005
GETRONICS/WANG January 1999 - January 2000
STATE STREET CORPORATION January 1996 - January 1999
Citizens Financial Group January 1993 - January 1996
SAINT-GOBAIN CORPORATION January 1989 - January 1993
AMCA INTERNATIONAL CORPORATION January 1980 - January 1989
ALLIED CHEMICAL CORPORATION January 1976 - January 1980
United States Marine Corps August 1966 - November 1969
Skills
Employee Benefits, Defined Benefit, Retirement, Program Management, Investments, Team Building, Employee Relations, Defined Contribution, Mergers, Retirement Planning, Deferred Compensation, Pensions, Insurance, Relationship Management, Human Resources
Education
Ohio Northern University—Claude W. Pettit College of Law 1970 — 1973
J.D
Bowling Green State University 1962 — 1966
BA, History
Maranon Capital June 2013 - Present
TA Associates July 2012 - June 2013
TA Associates July 2010 - June 2012
TA Associates May 2008 - September 2010
State Street Corporation August 2006 - April 2008
State Street Corporation January 2006 - July 2006
State Street Corporation September 2004 - December 2005
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Investments, Due Diligence, Corporate Finance, Financial Reporting, Equities, Venture Capital, Accounting, Fund Of Funds, Asset Managment, Fund Accounting, Alternative Investments, Finance, Analysis, SEC filings, GAAP, Asset Management
Education
Boston University Questrom School of Business 2005 — 2008
MBA, Finance
Yeshiva University 2000 — 2004
BA, Economics
State Street Corporation 2000 - Present
Skills
Equities, Bloomberg, Risk Management, Asset Management, Fixed Income, Capital Markets, Portfolio Management, Securities, Mutual Funds, Financial Services, Financial Modeling, Derivatives, Trading Systems, Investments
Education
Boston University - School of Management
MBA, Finance
Clark University
BA, Management
The River Valley Charter School July 2011 - June 2014
Mahalo.com August 2010 - March 2011
Apple, Inc. September 2009 - March 2010
Putnam Investments 1999 - 2000
State Street Corporation 1997 - 1999
JPMorgan Chase December 1991 - November 1997
Skills
Non-profit Leadership, Content Strategy, Strategic Planning, Financial Services, Management, Training, Social Media, Blogging, Fundraising, Event Planning, Web Content Creation
Education
Bowdoin College 1984 — 1988
B.A.
The University of Stirling 1986 — 1986
Foreign Semester
Holderness School 1980 — 1984
Mercer June 2015 - Present
Mercer March 2010 - Present
Mercer October 2007 - March 2010
Mercer September 2005 - October 2007
State Street Corporation 2003 - 2005
Skills
Benefits Administration, Deferred Compensation, Employee Benefits, Employee Relations, FMLA, HR Consulting, HRIS, Human Resources, Onboarding, Performance Management, Recruiting, Talent Acquisition, Talent Management
Education
Bridgewater State University 2000 — 2003
Plymouth State University 1998 — 2000
Coyle and Cassidy High School 1994 — 1998
State Street Corporation April 2015 - Present
BAO, Inc. October 2014 - March 2015
State Street Corporation February 2014 - October 2014
State Street Corportation July 2006 - February 2014
State Street Corporation 2002 - 2006
State Street Corporation 2000 - 2002
State Street Corporation 1999 - 2000
Skills
Finance, Financial Reporting, Accounting, Banking, Microsoft Excel, Mutual Funds, Financial Services, Fund Accounting, Auditing, Bloomberg, Financial Statements, Fund Administration, Management, Training
Education
Boston University - School of Management 2005 — 2009
MBA, Finance
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Marketing
State Street Alternative Investment Solutions December 2012 - Present
State Street Alternative Investment Solutions August 2006 - December 2012
Investors Bank & Trust August 2005 - August 2006
State Street Corporation August 2004 - August 2005
Skills
Fixed Income, Financial Reporting, Financial Analysis, Banking, Bloomberg, Derivatives, Equities, Accounting, Asset Management, Auditing, Financial Modeling, Financial Services, Hedge Funds, Investments, Risk Management, Valuation
Education
Bridgewater State College 2000 — 2004
BS, Management, Minor in Finance
State Street Corporation August 2015 - Present
State Street December 2007 - August 2015
State Street May 2002 - December 2007
State Street December 2000 - May 2002
Skills
Account Reconciliation, Financial Reporting, Financial Analysis, Financial Statements, Fund Accounting, Accounting, General Ledger, Process Improvement, Financial Accounting, Internal Controls, Microsoft Excel, Business Analysis, Auditing, Bloomberg, Mutual Funds, Microsoft Access, Microsoft SQL Server, GAAP, Pivot Tables, Bloomberg Terminal, Equities, Fixed Income, Securities, Fund Of Funds, Corporate Finance, Derivatives, Billing Systems, Corporate Billing, Accounts Receivable, Ad Hoc Reporting, SharePoint, Access, Financial Modeling
Education
Bridgewater State University 1995 — 1995
Accounting
Massasoit Community College 1992 — 1994
Liberal Arts
Bridgewater State University 1991 — 1992
Accounting
State Street May 2015 - Present
State Street June 2011 - Present
State Street Corporation April 2009 - July 2011
State Street Corporation January 2006 - March 2009
State Street January 2005 - January 2006
State Street November 2003 - December 2004
StateStreet Corporation July 2001 - November 2003
State Street May 1998 - June 2001
State Street Corporation December 1988 - April 1998
State Street February 1984 - November 1988
Skills
Basel II, Enterprise Risk..., Treasury, Financial Services, Banking, Credit Risk, Securities, Operational Risk, Data Management, Global Regulatory..., Analysis, Business Analysis
Education
Boston University - School of Management 2007 — 2008
MBA
William & Mary 1978 — 1981
B.B.A., Business Administration
State Street Corporation Custody OperationsState Street Bank1999 - 2008
State Street 1999 - 2008
Education
Bridgewater State University 1992 — 1996
State Street Corporation 2008 - Present
Putnam Investments 2006 - 2008
DST International 2003 - 2006
Askari (State Street Corporation) 2000 - 2003
Skills
Fixed Income, Requirements Analysis, Bloomberg, Portfolio Optimization, Financial Risk, Market Risk, Risk Management, SDLC, Derivatives, Hedge Funds, Quantitative Finance, Equities, Equity Derivatives, Credit Derivatives
Education
Boston University - School of Management
MBA
State University of New York College at Potsdam
BA, Physics
IBM May 2011 - Present
State Street Bank 2009 - May 2011
State Street Corporation 2002 - 2009
MQSoftware 2000 - 2002
Education
Northeastern University 2009 — 2010
Masters, Information Systems
Bridgewater State University 1998 — 2002
State Street Corporation April 2011 - Present
The Hanover Insurance Group October 2009 - March 2011
Capital One June 2005 - October 2009
JPMorgan Chase October 2004 - April 2005
Skills
Risk Management, Financial Analysis, Financial Services, Equities, Business Analysis
Education
Boston University - School of Management 2002 — 2004
MBA, Finance
State Street Corporation January 2012 - Present
Skills
Talent Acquisition, Financial Services, Talent Management, Onboarding, Employee Engagement, College Recruiting, Metrics, Applicant Tracking..., Relationship Management, Succession Planning, Recruiting, Vendor Management
Education
Bridgewater State University 1988 — 1990
M.Ed, Counseling / Higher Education
Bridgewater State University 1983 — 1987
B.S., Political Science
Boston Medical Center January 2011 - Present
State Street Corporation January 2009 - January 2011
State Street Bank August 2007 - December 2008
Investors Bank & Trust (Now State Street) July 2005 - August 2007
Investors Bank & Trust January 2004 - June 2005
Investors Bank & Trust January 2004 - July 2004
The Patriot Ledger April 2000 - December 2003
Skills
Financial Modeling, Financial Reporting, Fund Accounting, Financial Analysis, Account Reconciliation, Auditing, Analysis, Portfolio Management, Asset Management, Accounting, Investments, Fixed Income, Finance, General Ledger
Education
Brandeis International Business School 2006 — 2008
Finance, Master of Science in Finance
Merrimack CollegeNorth 1999 — 2003
Bachelor of Arts, English
Xaverian Brothers High School 1995 — 1999
IHS July 2014 - Present
State Street Corporation February 2008 - July 2014
Countrywide Home Loans February 2003 - October 2007
Countrywide Full Spectrum Lending January 2004 - July 2006
Education
Boston University Questrom School of Business 2011 — 2012
MS, Investment Management
Northeastern University 1995 — 2001
BS
Boston College High School 1990 — 1994
College Prep
State Street Corporation
Education
Boston University - School of Management
BSBA, Finance, Organizational Behavior
Suffolk University (MBA)
MBA
State Street Corporation September 2010 - Present
Barclays Capital July 2008 - August 2010
JPMorgan Chase - Investment Bank July 2005 - July 2008
Bank of America 2004 - 2004
Bank of America 2004 - 2004
Skills
Fixed Income, Derivatives, Credit Derivatives, Trading, Swaps, Bloomberg
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
Master of Science - Finance, Financial Markets, Corporate Finance
University of Massachusetts at Lowell 2000 — 2005
Bachelor of Business Administration - Finance, Business Strategy, Marketing, Economics, Corporate Finance, Financial Markets/Investments
CVS Caremark Corporation December 2011 - Present
State Street Corporation November 1985 - November 2011
State Street November 1985 - November 2011
Skills
SDLC, Six Sigma, Business Analysis, Leadership, Process Improvement, Risk Management, Project Management, Program Management, Business Process..., Vendor Management, Requirements Gathering, Project Portfolio..., Visio, Financial Services, Fixed Income, Equities
Education
Bryant University
Hasbro February 2013 - Present
State Street 2012 - 2012
JPMorgan Chase 2011 - 2012
State Street Corporation February 1998 - May 2011
Skills
Financial Services, Management, Mutual Funds, Fixed Income, Equities, Middle Office
Education
NECF / UC Berkley 2003 — 2005
Graduate Certificate, Finance
Bridgewater State University 1994 — 1998
Bachelors, Management Science
Fidelity Investments Senior Manager - Accounting Policy & ResearchInvestors Bank & TrustNovember 2005 - April 2007
John Hancock Financial Services, Inc. 2004 - 2005
State Street Corporation 1999 - 2005
Education
Bryant University 1991 — 1995
Burlington High 1987 — 1991
State Street March 2008 - Present
STATE STREET CORPORATION August 1997 - February 2008
STATE STREET BANK GmbH, MUNICH GERMANY July 1994 - July 1997
Skills
Strategy, Project Management, Process Improvement, SDLC, Software Project..., Business Analysis, Requirements Analysis, Budgets, Vendor Management, Management, Financial Services, Change Management, Leadership, Analysis, Recruiting, Business Process..., Business Process, Business Process..., Operations Management, Human Resources, Training, Project Portfolio..., Financial Risk, Systems Analysis, Financial Reporting, Technical Writing, Social Media Marketing, Employer Branding, Talent Management, Project Planning, Forecasting, Risk Management, Outsourcing, Performance Management, Strategic Planning, Program Management, Talent Acquisition, Cross-functional Team..., Business Requirements, PMO, Process Engineering, PeopleSoft, Team Leadership, Management Consulting, Resource Management, Relationship Management, PMP, Mentoring, CRM, Communications Planning...
Education
The George Washington University 2008 — 2011
Masters Certificate, Project Management
Bryant University 1987 — 1991
Batchelors of Science, Business - Accounting
BNP Paribas May 2013 - Present
J.P. Morgan January 2011 - May 2013
J.P. Morgan December 2007 - December 2010
Citi 2002 - December 2007
FundWatchDog LLC 2001 - 2003
State Street Corporation 2000 - 2001
Arthur Andersen & Co. 1998 - 2000
BISYS Fund Services 1995 - 1998
AllianceBernstein 1988 - 1995
U.S. Securities and Exchange Commission 1985 - 1988
Skills
Fund Administration, Securities, Mutual Funds, Hedge Funds, Investment Management, Alternative Investments, Financial Services, Asset Management, Securities Regulation, Asset Managment, FINRA, Due Diligence, Private Equity, Risk Management, Corporate Governance, Investments
Education
Georgetown University Law Center 1985 — 1989
LLM, Securities Regulation
Boston University School of Law 1981 — 1984
J.D., Law
John Carroll University 1977 — 1981
Bachelor's Degree, Political Science
IBM March 2015 - Present
IBM July 2014 - March 2015
IBM July 2013 - July 2014
Partners Healthcare at MGH February 2013 - July 2013
Granite Telecommunications December 2011 - November 2012
State Street Bank November 2006 - December 2011
State Street Corporation August 2005 - November 2006
Skills
BMC Remedy, Windows 7, Blackberry, Active Directory, Troubleshooting, Lotus Notes, Disaster Recovery, XP, Technical Support, Service Desk, Computer Hardware, SharePoint, Citrix, Incident Management, Laptops, Antivirus, Software Documentation, Desktop Computers, IT Management, Networking, Desktop Deployment, Help Desk Support, IT Service Management, Data Center, Windows Server, Software Installation, Servers, IT Operations, Remote Desktop, Printers, Microsoft Certified..., VPN, System Administration, Windows, Hardware, SCCM, VMware, Process Improvement, Operating Systems, Microsoft Exchange, TCP/IP, Citrix Metaframe, Network Security, ITIL, DHCP, Group Policy, Visio, Blackberry Enterprise..., Windows XP
Education
Clark University CCI 2004 — 2005
Master Certificate, PC & Networking Design with Security
Bridgewater State College 1985 — 1990
Bachelor of Arts, Communication Arts & Sciences
Brown Brothers Harriman August 2010 - Present
State Street Corporation May 2008 - July 2010
State Street Bank November 2006 - May 2008
EF Education August 2006 - October 2006
Boston University School of Management Graduate Admissions Office February 2003 - June 2006
Troy Corporation January 2001 - January 2005
Skills
Analysis, Auditing, Fixed Income, Business Process..., Accounts Payable, Accounting, Fund Accounting, Financial Reporting, Project Planning, Management, Account Reconciliation, Leadership, Internal Audit, Financial Modeling, Finance, Mutual Funds, Microsoft Excel
Education
Boston University Questrom School of Business 2002 — 2006
BSBA, Management
Sanofi April 2013 - Present
Genzyme September 2010 - March 2013
Genzyme June 2009 - August 2010
State Street Corporation 2005 - January 2009
State Street Bank 2000 - 2005
Skills
Accounting, Integration, Outsourcing, SDLC, Change Management
Education
Boston University Questrom School of Business 2007 — 2008
MBA
Suffolk University - Sawyer Business School 1986 — 1989
BSBA, Accounting
State Street Corporation WICSS SpecialistRR Donnelley2004 - November 2006
Skills
Financial Analysis, Mutual Funds, Time Management, Finance, Fund Accounting, Fixed Income, Accounting, Financial Services, Financial Reporting, Bloomberg, Securities, Investments, Equities, Fund Administration, Analysis, Microsoft Excel
Education
University of Massachusetts Boston 2002 — 2006
Economics
Bridgewater State University
Early Childhood Education
State Street Corporation March 2001 - January 2015
State Street Corporation 1996 - 2001
Metropolitan Life Insurance Company 1995 - 1997
State Street Corporation 1994 - 1996
Boston Harbor Hotel 1990 - 1994
Skills
Compensation, Executive Compensation, Insurance, Payroll Taxes, Expatriate Management, Payroll, PeopleSoft, Stock, Benefits, HRIS, Analysis, Financial Planning, Deferred Compensation, Executive Pay, Strategic Financial..., Employee Benefits, Human Resources, Stocks, New Hires, Visas, Investments, Accounting, Accounts Receivable, Business Analysis, Vendor Management, Talent Management, Financial Services, Asset Management, 401k, Relationship Management, Finance, Risk Management, Financial Reporting, Retirement, Financial Analysis, Oracle Applications, Securities, Process Improvement, Fund Accounting, Business Process..., Mutual Funds, Equities, Fixed Income, Payroll Analysis, Leadership, Management, Onboarding, Performance Management, HR Policies, Employee Relations
Education
Bryant University 2004 — 2006
CERTIFICATE, FINANCIAL PLANNING
Bryant University 1998 — 2000
CERTIFICATE, HUMAN RESOURCES
Johnson and Wales University
BS, MANAGEMENT
Ropes & Gray LLP October 2012 - Present
State Street Corporation February 2008 - March 2012
Bank of America June 2005 - February 2008
EquiServe 2000 - 2005
The Barrett Group 2000 - 2000
BankBoston 1994 - 2000
Rhode Island Hospital Trust 1993 - 1995
Rhode Island Hospital Trust 1993 - 1995
Rhode Island Hospital Trust 1993 - 1995
Rhode Island Hospital Trust 1993 - 1995
Skills
Financial Services, Business Continuity, Business Analysis, Business Continuity..., Information Security, Disaster Recovery, Risk Management, Vendor Management, Training, Information Technology, Banking, Governance, SDLC, IT Management, Security, Process Improvement, Management
Education
Bryant University 1993 — 1995
MBA, Business Management
Providence College 1989 — 1993
B.S., Business Administration
State Street Corporation April 2015 - Present
DST Systems January 2013 - August 2015
Boston Financial Data Services June 2012 - January 2013
Kelly Services February 2012 - April 2012
Kelly Services October 2007 - December 2007
Energy Services Group October 2005 - January 2007
Nellie Mae November 2004 - June 2005
Softworld April 2000 - February 2004
DST Output June 1991 - March 2000
Skills
Software Documentation, Quality Assurance, Management, Testing, CRM, Analysis, Account Management, User Acceptance Testing, Marketing, Test Planning, Microsoft Office, Customer Service, Project Management, Data Analysis, Microsoft Excel, Process Improvement
Education
Bridgewater State College
Bachelor of Science (BS), Business, Management, Marketing
Northeastern University
Certificate, Advertising
Loomis Sayles 2007 - Present
Loomis, Sayles & Company 2003 - 2006
Loomis, Sayles & Company 2001 - 2004
Putnam Investments 1994 - 2001
Putnam Investments 1993 - 1994
Putnam Investments 1991 - 1992
State Street Corporation 1986 - 1990
Education
Boston University Graduate School of Management
MBA
University of Rochester
BA, Economics
Bank of America Merrill Lynch 2010 - Present
State Street Corporation October 2005 - December 2008
Health Works Fitness Centers for Women July 2004 - March 2005
Investors Bank & Trust September 2000 - July 2004
Boston EquiServe December 1997 - September 2000
East Cambridge Savings Bank March 1994 - December 1997
Skills
Banking, Mutual Funds, Portfolio Management, Loans, Customer Service, Risk Management, Financial Analysis
Education
Suffolk University - Sawyer Business School
MBA, Executive Program
Bridgewater State University
Bachelor of Science Degree, Management Science; Marketing / Aviation Management
State Street Corporation March 2010 - Present
Massachusetts General Hospital March 2006 - May 2009
Partners HealthCare January 2004 - February 2006
PricewaterhouseCoopers October 2001 - October 2002
Idenix Pharmaceuticals July 2000 - October 2001
Skills
Research, Management Consulting, Vendor Management, Business Strategy, French, Auditing, Credit, Analysis, Business Analysis, Risk Management, Financial Accounting, Banking, Strategic Financial..., Account Reconciliation, Corporate Finance, New Business Development, Investments, PeopleSoft, SAP, Finance, Entrepreneurship
Education
Northeastern University 2013 — 2015
Master of Business Administration (MBA)
Northeastern University 1997 — 2001
Business
Boston University - School of Management 2001 — 2002
Delaware Investments Family of Funds January 2013 - Present
Boston Children's Museum June 2011 - Present
Hercules Technology Growth Capital, Inc. (HTGC) 2004 - July 2014
State Street Corporation 2008 - 2011
State Street Corporation 2004 - 2006
State Street Corporation 1997 - 2003
Skills
Investments, Fixed Income, Risk Management, Equities, Hedge Funds, Asset Managment, Mutual Funds, Financial Analysis, Financial Modeling, Securities, Capital Markets, Derivatives, Financial Risk, Credit Risk, Bloomberg, Corporate Governance, FX Options, Investment Banking, Portfolio Management, Alternative Investments, Corporate Finance, Valuation, Strategy, Banking, Private Equity, Financial Services, Emerging Markets, Venture Capital, Corporate Development, Due Diligence, Structured Finance, Financial Structuring, LBO, Credit, Finance, Financial Markets, Leveraged Finance, Executive Management, Asset Management, IPO, Funding
Education
MIT Sloan School of Management 1977 — 1981
Master of Science in Management, Finance and International Business
Massachusetts Institute of Technology 1977 — 1981
Master in City Planning, Urban Development
Brandeis University 1971 — 1975
BA, Economics
State Street Corporation April 2013 - Present
State Street Corporation March 2012 - April 2013
State Street Corporation June 2007 - March 2012
State Street Corporation July 2005 - June 2007
State Street Corporation December 1997 - July 2005
State Street Corporation May 1990 - November 1997
Town of Scituate February 1988 - May 1990
State Street Corporation April 1986 - January 1988
State Street Corporation April 1985 - April 1986
Skills
Research, Account Reconciliation, Reconciling Reports, Document Review, Training, System Testing, Auditing, Corporate Actions, Payroll
Education
Bridgewater State College
Bachelor of Science (BS), Management
New England College of Business and Finance
Certificate, Accounting and Finance
CIBC Mellon July 2015 - Present
State Street September 2013 - Present
State Street Corporation April 2011 - September 2013
State Street Corporation June 2008 - April 2011
Skills
Bloomberg Terminal, Reuters, Credit Derivatives, Valuation, Derivatives, Analysis, Bloomberg, Financial Services, Fund Accounting, Account Reconciliation, Accounting, Auditing, Equities, Financial Risk, Fixed Income, Financial Analysis
Education
Brock University 2003 — 2008
Business Administration
Brock University
Bachelor, Business Administration; Business Management program
State Street Corporation 1988 - Present
Education
Brown University 1984 — 1988
Business Economics
US Bank Corporate Trust Servic August 2014 - Present
Brockton Public Schools October 2012 - July 2014
State Street September 2011 - October 2012
State Street Corporation May 2008 - September 2011
State Street May 2007 - May 2008
Skills
Financial Analysis, Financial Reporting, Accounting, Bloomberg, Mutual Funds, Financial Modeling, Equities, Fixed Income, Fund Accounting, Account Reconciliation, Hedge Funds, Investments, Financial Services, Derivatives, Risk Management, Fund Administration
Education
Bridgewater State University 2004 — 2006
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Bridgewater State University 2004 — 2006
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
State Street Corporation November 2006 - Present
State Street Corporation February 2006 - November 2006
Putnam Investments Transfer Agency 2003 - 2005
Milford Federal Savings Bank January 1998 - January 2003
Education
Bridgewater State University
Dean College
Northeastern University
University of Massachusetts
BNY Mellon February 2015 - Present
State Street Corporation June 2006 - May 2014
Healthways March 2003 - June 2006
Tufts Health Plan February 2002 - March 2003
Pfizer January 2001 - December 2001
Verizon Wireless January 2000 - January 2001
Skills
Financial Modeling, Business Analysis, Financial Risk, Analysis, Valuation, Banking, Forecasting, Capital Markets, Capital and RWA..., Regulatory & Economic..., Budgeting & Forecasting, Financial Planning &..., SNL, Spotfire, Khalix..., Financial Services, Due Diligence, Capital Structure, Balance Sheet Strategy, New Business and..., Basel I/II/III, Finance, Corporate Finance, Management, Economics, Financial Planning
Education
Brandeis International Business School 2004 — 2005
Master of Science, Finance
University of Massachusetts at Lowell 1996 — 2000
Barchelor of Science, Finance / MIS
St. Mary's College, Kisubi (Uganda) 1983 — 1990
High School Certificate (HSC), French, Economics, Math & Art, HSC (Form 6))
Broadridge, Inc May 2011 - June 2012
Boston College May 2010 - August 2010
State Street Corporation January 1999 - January 2009
PNC Financial Services Group January 1996 - January 1999
J. Baker, Inc January 1994 - January 1996
Marshall's Corporation January 1991 - January 1993
Education
Bridgewater State University
Bachelor of Science
Cambridge Institute for Computer Programming
State Street Corporation December 2013 - Present
McCaffrey Stoneworks January 2012 - December 2013
Self Employment September 2009 - December 2013
Self Employment June 2008 - December 2013
McCaffrey Stoneworks June 2001 - December 2009
Home Depot June 2005 - September 2007
Education
Bryant University 2005 — 2009
Bachelors of Science in Business Administration, Financial Services
TeamOps, LLC November 2012 - Present
State Street Corporation March 2010 - December 2012
Professional Salon Products April 2009 - March 2010
Paradigm Associates January 2008 - April 2008
Skills
Programming Languages, C++, Java, Databases, Microsoft Access, SQL, Data Analysis, Research, Leadership, Customer Service, Communication, Training, Process Improvement, Security, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Time Management, Team Leadership, Project Management, Teamwork
Education
Quincy College 2013 — 2014
Certificate, Computer Science, 3.83/ 4.0
Bridgewater State College 2003 — 2009
Bachelor's Degree, Accounting & Finance; Finance Concentration