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
Intel Corporation June 2013 - Present
State Street Corporation January 2008 - May 2013
Deloitte January 2006 - January 2008
United Bank for Africa Group December 2000 - July 2003
Skills
Certified Public..., Chartered Accountant, Financial Modeling, Due Diligence, Financial Analysis, CPA, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Internal Controls
Education
Cornell University 2010 — 2012
MBA, Finance
State Street Corporation 2012 - Present
Skills
Teamwork, Microsoft Office, PowerPoint, English, Research
Education
Cambridge College 2010 — 2012
Hattie B. Cooper Community Center March 2014 - Present
Event Temps September 2012 - Present
State Street Corporation August 2013 - January 2014
Victoria’s Secret February 2012 - February 2013
Bromley-Heath Developments June 2011 - September 2011
Skills
Project Management, Microsoft Office, PowerPoint, Microsoft Word, Team Leadership, Teamwork, Access
Education
Cambridge College 2013 — 2014
Bunker Hill Community College 2008 — 2009
Wells Fargo Securities June 2015 - August 2015
Eagle Investment Systems August 2010 - June 2014
State Street Corporation October 2008 - August 2010
Comcast May 2008 - September 2008
Camp Manitou June 2002 - August 2004
Skills
Securities, Valuation, Portfolio Management, Mutual Funds, Financial Modeling, Bloomberg, Equities, Account Reconciliation, FX Options, Investments, Fixed Income, Financial Analysis, Hedge Funds, Asset Management, Capital Markets, Private Equity, Derivatives
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Colby College 2004 — 2008
BA, International Studies with minors in Science, Technology & Society /Anthropology
Universidad de Salamanca 2004 — 2004
Beaver Country Day School 2001 — 2004
Lexington High School 2000 — 2001
PwC July 2014 - Present
PwC July 2011 - June 2014
Kostka Taylor, LLC June 2009 - January 2011
Sobel & Co., LLC 2011 - 2011
Kostka Taylor, LLC August 2008 - June 2009
State Street Corporation May 2008 - August 2008
Citi Hedge Fund Services, North America May 2007 - May 2008
Skills
Payroll, Accounting, Financial Statements, Funding, IT Audit, SAP, Oracle Applications, PeopleSoft, Hyperion Enterprise, Hedge Accounting, Personal Income Tax..., Tax Accounting, Corporate Tax, Financial Audits, Internal Controls, ITGC, Customer Service, Tax, Finance, Financial Reporting, US GAAP
Education
Caldwell University 2009 — 2011
Master's Degree, Accounting
Caldwell University 2005 — 2009
Bachelor's Degree, Accounting & International Business
Montego Bay Community College 2003 — 2005
Associate of Arts (A.A.), Law, American History and Literature
Year Up November 2014 - Present
Year Up March 2013 - November 2014
Year Up November 2010 - May 2013
State Street Corporation January 2007 - October 2010
Bank of America June 2006 - February 2007
Skills
Bloomberg, Equities, Fixed Income, Accounting, Microsoft Excel, Outlook, Lotus Notes, PowerPoint, Microsoft Word, Customer Service, Project Management, Networking, Technical Support, Programming, System Administration, Troubleshooting, Access, Windows 7, Software Documentation, Account Reconciliation, Accounts Payable, Training, Fund Accounting, Accounts Receivable, Financial Analysis, Time Management, Analysis, Finance, Salesforce.com, Software, Nonprofits, Bank Reconciliation, Computer Hardware, Data Entry, General Ledger, Invoicing, Financial Accounting, Financial Reporting, Auditing, Spreadsheets
Education
New England College of Business and Finance 2011 — 2014
Bachelor's degree, Accounting and Finance
Cambridge College 2006 — 2007
IT helpdesk, Computer networking, Business writing, project management, customer service
New England Institute of Art 2004 — 2006
Multimedia and Web Design
SS&C Technologies September 2011 - Present
Goldman Sachs Asset Management November 2010 - January 2011
J. & W. Seligman & Co. Incorporated 2007 - 2009
State Street Corporation 2006 - 2007
BISYS, Inc January 2001 - January 2005
Skills
General Ledger, Accounting, Fund Accounting, Mutual Funds, Hedge Funds, Financial Reporting, Auditing, Tax, Investments
Education
Montclair State University 2010 — 2012
Post-MBA Certificate, Accounting
Capital University 2000 — 2001
Master of Business Administration
Hebrew University of Jerusalem 1993 — 1997
B.S, Accounting
FTI Consulting September 2014 - Present
UC Davis Development Economics February 2014 - August 2014
Morgan Stanley Financial Training Program September 2013 - August 2014
Business Career & Networking Club September 2013 - July 2014
The California Aggie October 2012 - March 2014
State Street Corporation June 2013 - August 2013
Freelance Consulting February 2009 - July 2013
UC Davis Student Disability Center March 2011 - June 2011
Skills
Public Speaking, Research, Finance, Economics, Consulting, Leadership, Marketing, Web Development, Microsoft Excel, Microsoft Office, SQL, Data Analytics, R, Tableau, Stata, VBA, Data Visualization, Photoshop, Big Data, Econometrics, Statistics, Business Strategy, Graphic Design, WordPress, Entrepreneurship, CSS, C++, Accounting, Microsoft Access, Business Law, SAS, CRM, Networking, Commercial Litigation, Bloomberg
Education
University of California, Davis 2010 — 2014
Bachelor's Degree, Managerial Economics
California State Polytechnic University-Pomona
Introduction to Excel VBA Programming
Making Sense of Data
Goldman Sachs July 2013 - Present
Goldman Sachs June 2012 - August 2012
State Street Corporation June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, English, Team Leadership, Economics, Treasury Management
Education
Williams College 2009 — 2013
Bachelor of Arts (B.A.), Economics and English
Choate Rosemary Hall 2005 — 2009
Ipswich Town Hall July 2014 - Present
State Street August 2004 - Present
North Shore Community College August 2012 - July 2014
State Street Corporation January 2007 - July 2012
State Street Corporation January 2007 - July 2012
State Street Corporation February 2005 - January 2007
State Street Corporation February 2005 - January 2007
State Street Corporation January 2004 - February 2005
State Street Corporation January 2004 - February 2005
Myopia Hunt Club January 1999 - January 2004
Skills
Account Reconciliation, Investments, Accounting, Mutual Funds, Accounts Payable, Auditing, Microsoft Excel, Financial Services, Equities, Cash Flow, Trading, CRM, Journal Entries, Accruals, Bonds, Analysis
Education
California State University-San Bernardino 2003 — 2004
Student Exchange
Westfield State College 2000 — 2004
Bachelor of Science, Business Management
Westfield State University 2000 — 2004
Bachelor of Science, Business Management
State Street August 2013 - Present
State Street Corporation August 2005 - August 2013
State Street January 2003 - January 2005
State Street Bank January 1998 - January 2003
Skills
Project Management, Team Building, Vendor Management, Business Continuity, Risk Management, Financial Services, Incident Management, Event Planning, Plannning, Customer Relationship..., Skills / Application..., Problem Analysis and..., Incident Management..., Report Preparation and..., Event Simulation..., Strong Written and..., Client Relationship..., Training, Change Management, SDLC, CRM, Business Analysis, Business Continuity..., Budgets, Employee Relations, Process Improvement, Program Management, Analysis, ITIL, Project Portfolio..., Data Analysis, Fund Accounting, Visio, Software Documentation, Disaster Recovery, Operational Risk..., Security, Governance, Project Planning, Risk Assessment, Requirements Gathering, PeopleSoft, Business Process..., Auditing, Banking, Management, PMP, Access, Data Center, IT Management
Education
College of Charleston 1995 — 1998
University of Massachusetts 1994 — 1995
Liberal Arts
Emanuel College 1993 — 1994
The Coca-Cola Company May 2012 - Present
The Coca-Cola Company November 2012 - May 2015
The Coca-Cola Company October 2010 - May 2012
The Coca-Cola Company July 2007 - October 2010
State Street Corporation August 1998 - July 2003
Skills
Product Development, Innovation, Food Science, Food Service, Juice, Food, Sensory Evaluation, Ingredients, HACCP, Food Safety, Food Industry, Food Technology, Cross-functional Team..., Flavors, FMCG, Quality System, Food & Beverage, Quality Assurance
Education
College of the Holy Cross 1994 — 1998
BS, Economics
Framingham State University 2004 — 2007
MS, Food Science
Union Bank May 2015 - Present
Union Bank October 2012 - May 2015
State Street Bank January 2012 - October 2012
State Street January 2007 - February 2012
State Street Corporation May 2005 - January 2007
Harvey & Company LLC August 2004 - March 2005
RETIREMENT PROTECTION GROUP August 2003 - May 2004
Skills
Derivatives, Bloomberg, Swaps, Mutual Funds, Fixed Income, Trading, Finance, Banking, Bonds, Credit Derivatives, Corporate Actions, Middle Office, Bloomberg Terminal, Securities, Financial Markets, Equity Derivatives, Interest Rate Swaps, CDS, Collateral Management, Interest Rate..., Microsoft Excel, Calypso, Excel, Capital Markets, Total Return Swaps
Education
California State University-Long Beach 1999 — 2004
Finance, Investment Management, Finance
State Street Corporation May 2015 - Present
IHS Economics December 2011 - April 2015
Decision Economics Inc. August 2007 - December 2011
Federal Reserve Bank of New York June 2000 - July 2002
Skills
Federal Reserve, quantitative economic..., model building, forecasting, Macroeconomics, eocnomic writing, Economics, Financial Markets, Analysis
Education
University of Michigan 2002 — 2007
Ph.D, Economics
Cornell University 1996 — 2000
BS, Public Policy
Vestmark June 2015 - Present
Vestmark December 2013 - June 2015
Brown Brothers Harriman July 2008 - December 2013
Robeco Investment Management January 2005 - July 2008
State Street Corporation February 2001 - January 2005
State Street Corp January 2000 - January 2001
Stop and Shop Supermarket Company January 1999 - January 2000
Skills
Fixed Income, Bloomberg, Performance Measurement, Mutual Funds, Alternative Investments, Hedge Funds, Performance Attribution, Equities, Financial Analysis, Fund Accounting, Financial Reporting, Portfolio Management, Asset Management
Education
Cornell University 1994 — 1998
BS, Consumer Economics and Housing
HP Enterprise Services/NHIC, Corp. December 2012 - May 2014
Career Collaborative April 2009 - December 2012
Boston Capital March 2012 - July 2012
Cambridge Savings Bank November 2011 - February 2012
State Street Corporation November 2008 - March 2009
SSGA March 2008 - September 2008
First Marblehead July 2005 - October 2007
State Street Research May 1999 - November 2002
Skills
Mutual Funds, Bloomberg, Investments, Banking, Financial Services, Financial Analysis
Education
Bunker Hill Community College 2002 — 2004
JSI Capital Advisors June 2011 - Present
Clark University August 2010 - May 2011
DCU September 2010 - December 2010
State Street Corporation April 2004 - July 2010
Skills
Financial Modeling, Valuation, Analysis, Financial Analysis, Business Strategy, Investments, Business Valuation, Management Consulting, Change Management, Due Diligence, Writing Skills, M&A due diligence, Portfolio Management, Accounting, Economics, Financial Services, Market Research, CRM, Bloomberg, Finance, Financial Reporting, Mutual Funds, Corporate Finance, Data Analysis, Business Planning, Mergers & Acquisitions, Asset Management
Education
Clark University 2010 — 2012
MBA, Finance
Syracuse University 1999 — 2003
BS, Economics
Tahanto
EY August 2015 - Present
State Street August 2012 - January 2015
State Street Corporation November 2010 - July 2012
State Street Corporation July 2008 - December 2010
Mid-Atlantic Financial Services May 2007 - June 2008
Skills
Mutual Funds, Financial Services, Fund Accounting, Corporate Actions, Investment Management, Bloomberg, Fixed Income, Securities, Equities, Derivatives, FX Options, Investments, Account Reconciliation, Financial Analysis, Financial Reporting, Accounting, Asset Managment, Business Analysis, Project Management
Education
Clark Atlanta University 2002 — 2006
Dual, Marketing, and Supply Chain Management
Milton High School 1998 — 2002
Milton High School
edible South Shore December 2010 - December 2014
Fuller Craft Museum June 2009 - November 2009
Holly Hill Farm April 2009 - October 2009
State Street Corporation 2005 - 2009
State Street Corporation 2001 - 2005
State Street Corporation 2000 - 2001
State Street Corporation 1997 - 2000
Junior Achievement 1995 - 1997
State Street Corporation 1994 - 1997
Digital Equipment Corporation 1988 - 1994
Skills
Project Management, Leadership, Cross-functional Team..., Strategy, Strategic Planning, Management, Digestive Disorders, Program Management, PMO, Change Management, Process Improvement, Outsourcing, Project Planning, Operations Management, CRM, Marketing, Analysis
Education
Nutritional Therapy Association 2010 — 2011
Nutritional Therapy Practitioner
Lesley University 1999 — 1999
Cambridge College 1993 — 1995
M.Ed.
Fitchburg State University 1988 — 1991
Business Certificate
Best Food Services, Inc. July 2015 - Present
Sunshine Supply Company October 2014 - July 2015
Todoroki October 2011 - October 2014
Phoenix Rising Management Group, LLC July 2008 - August 2011
State Street Corporation March 2006 - July 2007
Bank of America January 2005 - March 2006
Skills
Condos, Real Estate, Residential Homes, Accounting, Leases, Property Management, Yardi, Budgets, HUD, Tenant, Lease Administration, Due Diligence, Real Estate Economics, Contract Negotiation, Apartments, Investment Properties, Real Estate Development
Education
Bunker Hill Community College 2001 — 2003
Business Concentration
State Street Corporation 2006 - Present
State Street Corporation 1997 - 2006
Electronic Data Systems (EDS) [now HP Enterprise Services] 1994 - 1997
GTE Government Systems Corporation [now General Dynamics C4 Systems] 1985 - 1993
United States Air Force - Active Duty & CT, RI Air National Guard 1982 - 1988
Skills
15+ years quality..., Strong customer service..., Strong interpersonal,..., Unix, Financial Services, Operating Systems, Servers, Solaris, Disaster Recovery, AIX, BMC Remedy, Windows
Education
McMurry University 1983 — 1985
Communications
Community College of the Air Force 1983 — 1987
Course work
Solidus Technical Solutions April 2007 - June 2010
State Street Corporation December 2002 - May 2006
RSA Security Inc. July 1996 - July 2001
Additional Experience January 1995 - June 1996
Education
Harvard University 2010 — 2015
Pursuing Master of Liberal Arts in Information Technology, Computer Science
Additional Training
Computer Science
Carnegie Mellon University
B.S. Mathematics
Golden State Water Company June 2015 - Present
RJI International CPAs January 2012 - June 2015
State Street Corporation July 2011 - December 2011
Cal State Fullerton PASA Kaibigan December 2010 - May 2011
Cal State Fullerton PASA Kaibigan May 2010 - December 2010
Cal State Fullerton PASA Kaibigan December 2009 - May 2010
Skills
Accounting, Microsoft Excel, Organization, Team Leadership, Communication, Time Management, Lacerte, ProSystem fx Tax, QuickBooks, BNA Income Tax Planner, ProSystem fx Engagement, Personal Income Tax..., Corporate Income Tax..., Partnership Tax Returns, Budgets, Income Tax, Tax Accounting, Leadership, Public Speaking
Education
California State University-Fullerton - College of Business and Economics 2007 — 2011
B.A., Accounting
Federal Reserve Bank of Boston 2011 - Present
State Street Corporation 2007 - 2010
Aetna Inc 2004 - 2006
Prudential Financial, Inc 2003 - 2004
Prudential Financial, Inc 1996 - 2003
Prudential Financial, Inc 1993 - 1996
Prudential Financial, Inc 1988 - 1993
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance/Accounting, With Distinction
Dartmouth College
AB, Psychology/Biology
Hotchkiss School
JPMorgan Chase April 2013 - Present
JPMorgan Chase September 2012 - April 2013
JPMorgan Chase November 2011 - September 2012
Bank of New York Mellon July 2006 - May 2009
Evergreen Investments June 2004 - July 2006
State Street Corporation March 2001 - June 2004
Investors Bank and Trust September 1998 - March 2001
Benevolent and Protective Order of Elks June 1996 - June 1998
Skills
Financial Analysis, Accounting, Account Reconciliation, Auditing, Internal Controls, Analysis, General Ledger, Portfolio Management, Investments, Bloomberg, Mutual Funds, Management, Financial Services, Securities, Financial Risk, Microsoft Excel, Business Development, Project Management, Loans, Banking, Process Improvement, Financial Reporting, Cash Management, Forecasting, PowerPoint, Time Management, Business Process..., Recruiting, Internal Audit, Finance, Risk Management, Leadership, Fixed Income, Human Resources, Hedge Funds, Relationship Management, Asset Management, Credit, Credit Cards, Mortgage Banking, Access, Budgets, Customer Service, Trading, Performance Management, Business Analysis, Equities, Data Analysis, PeopleSoft, Mortgage Lending
Education
Chaminade University of Honolulu 1996 — 1997
Master of Business Administration (MBA), Finance, General
Chaminade University of Honolulu 1992 — 1997
Bachelor of Business Administration (BBA), Accounting
State Street October 2007 - Present
State Street GmbH October 2004 - 2007
State Street Corporation February 2003 - October 2004
State Street Corporation June 2001 - February 2003
State Street Corporation November 1999 - June 2001
State Street Corporation November 1998 - October 1999
Liberty Mutual Insurance/Litigation Management January 1997 - August 1997
Skills
Business Strategy, Investments, Vendor Management, Risk Management, Change Management, Mutual Funds, Bloomberg, Valuation, Cross-functional Team..., Business Transformation, Six Sigma, Project Management, Financial Analysis, Fund Accounting, Portfolio Management, Process Improvement, Management Consulting, Strategy, Accounting, Financial Risk, Leadership, Corporate Finance, Management, Asset Managment, Financial Reporting, Relationship Management, Strategic Planning, Team Building, Analysis, Market Research, Fixed Income, Business Analysis, Securities, Mergers, Due Diligence, Equities, Entrepreneurship, Financial Services, Global Custody, Strategic Financial..., Finance, Banking, Compliance, Fund Administration, Back Office, Financial Modeling, Hedge Funds, Mentoring, Derivatives, Corporate Actions
Education
Maastricht School of Management 1998 — 1998
Certificate, Global Operations Management
Clarkson University 1997 — 1998
MBA, Consulting
Saint Michael's College 1992 — 1996
BS, Business Administration, Psychology
Southern New Hampshire University
Boston Advisors, LLC December 2014 - Present
Cornerstone Financial Partners LLC May 2013 - December 2014
Raymond James Financial Services May 2012 - December 2014
Cornerstone Financial Partners LLC May 2012 - May 2013
State Street Corporation June 2011 - August 2011
Education
Level III Candidate in the CFA Program
College for Financial Planning
Accredited Wealth Management Advisor
Gordon College 2008 — 2012
Bachelor's, Finance, Economics
Town of North Stonington September 2010 - Present
SS&C Technologies, Inc. March 2007 - September 2008
State Street Corporation February 2001 - March 2007
SATISS S.A. June 1993 - February 1997
Skills
Dynamics GP, ERP, Visio..., Access, Excel, Word, Microsoft Excel, Auditing, Microsoft Word, Accounts Receivable, Great Plains Software, Account Reconciliation, Accounts Payable, Financial Reporting, Internal Controls, Accounting, Managerial Finance, Analysis, Variance Analysis, Finance, Strategic Financial..., Budgets, Cost Accounting
Education
Eastern Connecticut State University 2009 — 2011
B.S., Accounting
Bunker Hill Community College 1997 — 2000
A.S. Degree in Business Administration, Accounting
DTCC January 2010 - Present
iMediaWerks February 2003 - Present
State Street Corporation December 1998 - February 2009
TPG Financial Systems February 1998 - December 1998
Indus Consultancy Services 1993 - 1998
Skills
Flyers, HTML, JavaScript, XML, J2EE, CSS, InDesign, Adobe Acrobat, Web Design, SQL, Mac, Wordpress, User Interface Design, Graphic Design, Logo Design, Software Project..., Business Cards, Project Management, Software Development, WordPress, Unix, MySQL, Java Enterprise Edition, Business Analysis, Requirements Analysis, Web Applications, SDLC, SharePoint, Integration, Content Management, Visio, Agile Methodologies, Java
Education
Rochester Institute of Technology 1991 — 1992
M.S., Instructional Technology
Rochester Institute of Technology 1991 — 1992
Advanced Graduate Certificate, Interactive Media Design
Cornell University 1987 — 1991
B.S., Communication
State Street Corporation December 2002 - Present
State Street September 2002 - Present
State Street December 2001 - September 2002
John Hancock Life Insurance Company (U.S.A.) August 1988 - March 2001
Skills
Problem Solving, Coordinating Meetings..., Administrative Work, Domestic &..., Travel & Expense Reports, Calendar Management, PowerPoint Presentations, Microsoft: Word, Excel,..., Iexpense, PeopleSoft, Onboarding, Bilingual -..., Outlook, Lotus Notes, Expenses, Equities, Process Improvement, Mutual Funds, Access, Financial Services, Visio, Vendor Management, Human Resources, PowerPoint, Calendaring, Administration, Disaster Recovery, Business Analysis
Education
Bunker Hill Community College 1987 — 1990
Bachelor of Applied Science (BASc)
State Street Corporation September 2015 - Present
MAX Ultimate Food September 2010 - Present
Legal Advice & Referral Center January 2014 - September 2015
The Crisp Law Firm, PLLC May 2013 - September 2015
Shaheen & Gordon, P.A. January 2013 - May 2013
The Crisp Law Firm, PLLC August 2011 - January 2013
UNH Law Consumer & Commercial Clinic May 2012 - December 2012
University of New Hampshire School of Law May 2012 - July 2012
University of New Hampshire School of Law January 2012 - May 2012
Concord City Prosecutor's Office May 2011 - August 2011
Skills
Legal Writing, Legal Research, Litigation, Mediation, Courts, Research, Editing, Hearings, Westlaw, Legal Issues, Motions, Bankruptcy, Civil Litigation, Legal Assistance, Family Law, Microsoft Office
Education
University of New Hampshire School of Law 2010 — 2013
J.D., Business Law, Family Law
Canisius College 2007 — 2010
B.A., Cum laude, Political Science, Communication Studies
Student Government Association, Illinois Institute of Technology January 2015 - Present
Residence & Greek Life, Illinois Institute of Technology August 2015 - Present
Residence & Greek Life, Illinois Institute of Technology August 2014 - August 2015
Student Activities Office, Bunker Hill Community College June 2013 - August 2014
State Street Corporation September 2013 - May 2014
Bunker Hill Community College - Disability Support Services January 2013 - May 2014
Partners In Health June 2011 - May 2012
SogeBank January 2011 - May 2011
American Airlines - PAP Team March 2010 - June 2010
Skills
Strategic Planning, Budgets, Marketing Strategy, Product Marketing, Marketing Management, Yield Management, Bloomberg, Data Analysis, Nonprofits, Public Speaking, Social Networking, SPSS, AutoCAD, GIS systems, Editing, Direct Marketing, Microsoft Office, Customer Service, Communication, Financial Markets
Education
Illinois Institute of Technology 2014 — 2016
Bachelor's Degree, Finance
Bunker Hill Community College 2012 — 2014
Associate's Degree, Business, 3.95
Ecole Nationale Supérieure de Technologie 2007 — 2010
Bachelor's Degree, Business Management
Shire Pharmaceuticals June 2014 - Present
Shire Pharmaceuticals August 2012 - June 2014
Shire Pharmaceuticals July 2011 - August 2012
Tufts Health Plan April 2010 - July 2011
State Street Corporation November 2007 - April 2010
Skills
MS Office Suite, Lotus Notes, Access, Adobe Acrobat, Process Improvement, Leadership, Data Analysis, Forecasting, Salesforce.com, CRM, Strategy, Customer Service, Customer Satisfaction, Account Management, Vendor Relationships, Data Stewardship, Program Management, Reimbursement, Trending, Strategic Planning, Project Management, Microsoft Office, Microsoft Excel, Marketing
Education
Curry College 2010 — 2012
MASTERS, BUSINESS ADMINSTRATION
Saint Joseph's College 2004 — 2007
BACHELOR OF ARTS, BUSINESS ADMINISTRATION
State Street Corporation April 2009 - Present
State Street Global Advisors November 2006 - March 2009
Personnel Decisions International (PDI) 2004 - 2006
Computer Sciences Corporation 1990 - 1997
Skills
Change Management, Talent Management, Succession Planning, Organizational..., Organizational..., Business Analysis, Employee Engagement, Process Improvement, Program Management, Onboarding, Human Resources, Vendor Management, Strategy, Management, Consulting
Education
Carleton University
Bachelors, Electronics Engineering
TheWrap.com March 2013 - Present
Freelance Writing and Reporting January 2007 - Present
Robert Half International January 2012 - August 2012
General Motors Asset Management May 2011 - January 2012
State Street Corporation October 2005 - June 2011
Skills
Hedge Funds, Equities, Fixed Income, Mutual Funds, Accounting, Bloomberg, Financial Services, Securities, Account Reconciliation, Financial Analysis, Asset Managment, Derivatives, Finance, Microsoft Excel, Investments, Cash Management, Journalism, Online Journalism, Broadcast Journalism, Business Journalism, Digital Journalism, Video Journalism, Music Journalism, Citizen Journalism, Financial Reporting, Investigative Reporting, Court Reporting, Writing, Creative Writing, Report Writing, News Writing, Editing, Newspapers, Blogging, Storytelling, Copy Editing, Proofreading, Asset Management, Fact-checking, Editorial
Education
Columbia University - Graduate School of Journalism 2012 — 2013
Master's degree, Journalism
Monmouth University 2003 — 2005
MBA, Marketing, Management, Finance, Accounting, Economics
Monmouth University 1999 — 2003
BS, Marketing, Management, Finance, Accounting, Economics
Year Up January 2014 - Present
Boston University August 2014 - January 2015
State Street Corporation July 2012 - June 2014
Brockton Area Workforce Investment Board May 2011 - November 2011
Obesity Prevention for Children and Youth June 2010 - September 2010
T.J. Maxx September 2009 - March 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, Outlook, Social Media, Windows 7, Leadership, Analysis, Lotus Notes, Access, Sales, Account Reconciliation, Training, Time Management, Fund Accounting, Data Analysis, Data Entry, Financial Analysis, Accounting, Mutual Funds
Education
Massasoit Community College 2013 — 2015
Bachelor of Business Administration (BBA), International Business Transfer Student
Cambridge College 2012 — 2013
Bachelor of Science, Management
Year Up, Inc 2012 — 2013
Graduate School of Professional Accounting, Northeastern University May 2013 - Present
State Street June 2012 - May 2013
The House of Findings August 2012 - October 2012
Romney for President January 2012 - May 2012
College of the Holy Cross August 2008 - May 2012
State Street Corporation June 2011 - August 2011
Sperry Topsiders May 2010 - May 2011
Kansas State Senate May 2010 - August 2010
Stonecreek Properties May 2009 - August 2009
Art Reach Educational Theatre May 2007 - August 2007
Skills
Problem Solving, Attention To Detail, Able To Multi-task, Advanced Excel, Microsoft Office, Adaptive, Social Media, Research, PowerPoint, Marketing, Data Analysis, Sales, Management, Microsoft Excel, Microsoft Word, Public Speaking, Teamwork, Leadership
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts Degree, Philosophy and Physics
Fenwick High School 2004 — 2008
Celent August 2015 - Present
Robert Half October 2011 - August 2015
Eaton Vance Management September 2009 - October 2011
Eaton Vance Management June 2006 - September 2009
State Street June 2005 - June 2006
State Street Corporation June 2003 - June 2005
Merrill Lynch January 2003 - May 2003
Skills
Mutual Funds, Securities, Bloomberg, Fixed Income, Investments, Contract Recruitment, Financial Recruiting, Recruiting, Alternative Investments, Management, Hedge Funds, Interviews, Finance, Temporary Placement, Banking, Asset Management, Portfolio Management, Equities, Financial Services, Derivatives, Relationship Management, Wealth Management, Series 7, Series 63, Investment Management, Trading, Financial Markets, Fund Administration, Term Loan
Education
Curry College 1999 — 2003
B.A., Business Management
Abington High 1996 — 1999
State Street Corporation November 2011 - Present
Skills
Microsoft Excel, PowerPoint, Bloomberg, Economics, Microsoft Office, Microsoft Word, Data Analysis, Bloomberg Terminal, Mutual Funds, Research, Accounting, Investments, Financial Reporting
Education
Vanderbilt University Law School 2015 — 2018
Juris Doctor (J.D.)
College of the Holy Cross 2007 — 2011
Bachelor of Arts, Economics
Saint John's High School
Office Resources, Inc. October 2010 - September 2012
State Street Corporation June 2009 - August 2009
Black Rock Country Club January 2001 - May 2008
Gibson Roofs, Inc June 2006 - August 2007
Skills
Microsoft Office, Sales, Microsoft Excel, PowerPoint, Microsoft Word, New Business Development, Business Development, Research, Account Management, Negotiation, Financial Analysis, Real Estate
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts, Economics; Peace and Conflict Studies; Economics
London School of Economics and Political Science 2008 — 2008
Econometrics
Boston College High School 2002 — 2006
High School Diploma
Integriti Solutions January 2015 - Present
Consultant September 2014 - Present
Janus Capital Group April 2011 - September 2014
CueVue June 2010 - September 2012
The Crepe Cake Company January 2010 - December 2010
Evergreen Investments - Wachovia November 2003 - January 2010
Politzer and Haney 1999 - 2003
State Street Corporation March 1998 - March 1999
Skills
Team Building, Management, SDLC, Start-ups, Analytics, Entrepreneurship, Agile Methodologies, Business Analysis, Process Improvement, Project Management, Software Development, Cloud Computing, Vendor Management, Visio, Enterprise Architecture, SaaS, Enterprise Software, Requirements Analysis, Software Project..., Integration, SharePoint, Cross-functional Team..., Program Management, IT Strategy, Leadership, Product Development
Education
University of Colorado at Boulder - Leeds School of Business
Marketing and Entrepreneurship, MBA
Carnegie Mellon University
BA, Creative Writing and Literary and Cultural Studies
Cooking and Hospitality Institute of Chicago
AS, Culinary Arts
Brigham and Women's Hospital June 2015 - Present
Weill Cornell Medical College April 2014 - May 2015
Brigham and Women's Hospital 2009 - 2014
Brigham and Women's Hospital 2007 - 2009
State Street Corporation 2003 - 2007
State Street Corporation 2001 - 2003
State Street 1995 - 2001
Skills
Financial Management, Healthcare Management, Strategic Planning, Program Management, Budgeting, Healthcare, Research, Managerial Finance, Budgets, Human Resources, Leadership, Policy, Management, Training, Project Planning, Recruiting, Analysis, Public Health, Nonprofits, Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (M.B.A.), Finance
The University of Connecticut
Bachelor of Science (B.S.), Mathematics
Steward Health Care December 2012 - Present
UMass Memorial Medical Center March 2012 - September 2012
Tri-County Medical Associates January 2011 - January 2012
Women and Brigham's Hospital October 2009 - May 2011
STATE STREET CORPORATION June 1996 - February 2009
Skills
Microsoft Office, Time Management, Event Planning, PowerPoint, Event Management, Customer Service, Outlook, Project Management, Office Management, Medical Terminology, EMR, IDX, SharePoint, NextGen, Management, Software Documentation, Healthcare, Microsoft Excel, Microsoft Word, Administration
Education
Cape Cod Community College
Associate's Program of Studies, Retail Management
Fisher College
Certificate; Associates, Office Administration and Secretarial; Program
Somerset Fire & Rescue Co. No.1 January 2014 - Present
Somerset Fire & Rescue Co. No.1 October 2012 - January 2014
State Street Corporation February 2005 - July 2011
State Street March 2004 - February 2005
Skills
Microsoft Excel, Operations Management, Process Improvement, Fund Accounting, Financial Reporting, Fixed Income, Account Reconciliation, Auditing, Teamwork, Customer Service, Data Analysis, Multi Tasking, Data Entry, 10 Key, Fire Inspections, Firefighting, Vehicle Extrication, Notary Public, Hazardous Materials
Education
Centenary College 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Centenary College
Bachelor of Science; minor, Business Administration
JPMorgan Chase April 2014 - Present
Brown Brothers Harriman April 2012 - April 2014
Brown Brothers Harriman & Co May 2007 - March 2012
State Street Corporation March 2004 - May 2007
Skills
Fund Accounting, Bloomberg Terminal, Financial Analysis, Business Analysis, Corporate Actions, Analysis, Project Management, Financial Services, Securities, Global Custody, Fund Administration, Fixed Income, Equities, Mutual Funds, Bloomberg, Investments, Portfolio Management
Education
Northeastern University - Graduate School of Business Administration 2011 — 2014
MBA/MSF
Central Connecticut State University 2001 — 2003
Bachelor of Science, Management Information System
Independent November 2013 - Present
Betsy Hines Realtors, LLC February 2009 - February 2014
Contractor June 2009 - November 2013
The Home Depot November 2011 - March 2013
JP Morgan Chase January 1994 - March 2009
State Street Corporation January 1985 - January 1991
Shaughnessy Crane Service, Inc. 1982 - 1984
U. S. Coast Guard 1976 - 1980
Skills
Real estate valuation..., Marketing Strategy, Techniques, Business Development, Sales, Investments, Portfolio Management, Mutual Funds, Analytics, Marketing, Management, Asset Managment, Due Diligence, Business Process..., CRM, Strategy, Finance, Risk Management, Project Management, Securities, New Business Development, Financial Analysis, Negotiation, Training, Recruiting, Financial Risk, Real Estate, Mergers & Acquisitions, Process Improvement, Relationship Management, Executive Management, Leadership, Vendor Management, Analysis, Banking, Forecasting, Pricing, Strategic Planning, Business Planning, Customer Satisfaction, Financial Services, Business Analysis, Corporate Finance, Insurance, Asset Management, Cash Management, Equities, Loans, Accounting, Time Management
Education
Northeastern University 1986 — 1989
BS
Cape Cod Community College 1980 — 1982
AS
Devine, Millimet & Branch, P.A. September 2006 - Present
Ernst & Young June 2005 - August 2005
State Street Corporation August 2000 - August 2003
PricewaterhouseCoopers September 1999 - August 2000
Skills
Mergers, Tax Law, Due Diligence, Non-profits, Corporate Governance, Accounting, Financial Reporting, Financial Analysis, Corporate Law, Tax, Corporate Tax, Banking, Start-ups, Joint Ventures, CPA, Venture Capital, Auditing, Private Equity
Education
Suffolk University Law School 2003 — 2006
J.D.
D'Amore-McKim School of Business at Northeastern University 1998 — 1999
M.S./M.B.A., Accounting and Business Administration
Colgate University 1994 — 1998
B.A., Economics
Citi October 2013 - Present
Citi July 2011 - October 2013
ClearLend Securities, a division of Wells Fargo June 2010 - July 2011
State Street Corporation December 2005 - June 2010
State Street Corporation October 2003 - November 2005
Education
Colby College 1999 — 2003
Bachelor of Arts (B.A.), International Studies, concentration Global Environmental Policy
The Winsor School 1991 — 1999
State Street Corporation August 2011 - Present
Spencer Gifts October 2009 - November 2011
Education
Cambridge College 2011 — 2012
Mattapan Tech
Year Up, Inc
B.S, Business Management
Commonwealth of Massachusetts April 2012 - Present
Access International November 2010 - April 2012
Wainwright Bank October 2008 - April 2011
TalentBurst November 2007 - October 2008
STATE STREET CORPORATION July 2005 - November 2007
Skills
Servers, Active Directory, Disaster Recovery, DNS, Windows, Blackberry Enterprise..., Windows Server, VPN, Windows 7, VMware, Group Policy, Microsoft Exchange, VDI, Powershell, Cisco IOS, Firewalls, Troubleshooting, VMware ESX
Education
Salem State College 2011 — 2011
B.S., Computer Science
Computer Traning 2009 — 2011
Cambridge College 2004 — 2011
Bachelor of Science, Business Management; Technology Management
NEPC, LLC April 2014 - Present
NEPC, LLC March 2014 - May 2014
NEPC March 2013 - February 2014
Brown Brothers Harriman March 2011 - February 2013
JP Morgan Chase October 2010 - January 2011
State Street Corporation June 2009 - August 2009
Education
College of the Holy Cross 2006 — 2010
Bachelor of the Arts, Economics, Deaf Studies minor
Boston College High School
Department of Transitional Assistance June 2015 - Present
Massachusetts Department of Public Health June 2014 - June 2015
CBMC-Charles River Landing July 2013 - December 2013
State Street Corporation June 2009 - May 2012
State Street Corporation January 2009 - June 2009
Skills
Financial Statements, Mutual Funds, Fund Accounting, General Ledger, Bloomberg, Fund Services, Financial Reporting, Account Reconciliation, Fund Of Funds, Accounting, Bloomberg Terminal, Fixed Income, Financial Accounting, NAV, Derivatives, Internal Controls, SEC filings, Accruals, Securities, Maven
Education
New England College of Business and Finance 2010 — 2011
Associate's degree, Accounting and Finance
Cambridge College 2008 — 2009
Bachelors of Science, Business Management
Year Up Inc 2008 — 2009
Associate of Science, Business Management
PwC June 2013 - Present
Academic Center for Excellence September 2012 - Present
State Street Corporation June 2012 - August 2012
Skills
Accounting
Education
Bryant University 2010 — 2013
Bachelor of Science, Business Administration; Accounting, 3.78
State Street Global Advisors October 2013 - Present
State Street Global Advisors January 2012 - Present
State Street Corporation January 2011 - September 2012
State Street Global Advisors January 2001 - February 2011
Rochdale Investment Management January 2000 - January 2001
ING FURMAN SELZ ASSET MANAGEMENT January 1999 - January 2000
DEUTSCHE MORGAN GRENFELL January 1994 - January 1997
KIDDER, PEABODY, & CO., INC January 1991 - January 1993
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
BARNARD COLLEGE, COLUMBIA UNIVERSITY
BA, Political Science
GrandView Analytics August 2015 - Present
Maven Wave Partners November 2011 - August 2015
Toyota Financial Services June 2010 - August 2010
Bank of America August 2007 - July 2009
C-BASS Loan Asset Management November 2006 - July 2007
State Street Corporation February 2006 - August 2006
State Street Corporation August 2003 - February 2006
Skills
Finance, Financial Modeling, Valuation, Financial Analysis, Management, Portfolio Management, Business Strategy, Investments, Fixed Income, Capital Markets, VBA, SQL, Consulting, MBS, ABS, CDO, CDS
Education
Stephen M. Ross School of Business 2009 — 2011
Master, Business Administration
Colgate University 1999 — 2003
BA, Economics
State Street Corporation July 2007 - December 2012
Investors Bank & Trust August 2001 - June 2007
First Data September 1997 - April 2001
Avenue Victor Hugo Books 1993 - 1999
First Data February 1995 - July 1997
Skills
Informatica, COBOLII, JCL, Easytrieve, Oracle SQL, Oracle PL/SQL..., Microfocus, Net Express, Visual Basic, Visual Basic 5.0/6.0, Microsoft Excel, IBM Utilities, Perl, Unix Shell Scripting, Java, VSAM, SDLC, Oracle, SQL, Data Analysis, COBOL, Systems Analysis, Mainframe, Analysis, Testing
Education
Bunker Hill Community College 2012 — 2013
Villanova University 1988 — 1992
Bachelor of Arts (B.A.), Philosophy
State Street Corporation September 2005 - Present
Education
Suffolk University - Sawyer Business School 2004 — 2006
MBA, Marketing
Bryant University 1996 — 2000
Business, Marketing
Ironwood Pharmaceuticals June 2013 - Present
AVEO Pharmaceuticals May 2010 - June 2013
Biogenidec June 2008 - June 2010
Novartis July 2007 - April 2008
Altus Pharmaceuticals February 2006 - July 2007
Mantra Restaurant January 2005 - April 2005
The Catered Affair November 2003 - January 2005
State Street Corporation January 2001 - September 2003
Skills
Microsoft Excel, Data Analysis, Microsoft Word, Outlook, Microsoft Office, Drug Development, Budgets, Pharmaceutical Industry, Project Management, Quality Assurance, Biotechnology, Strategic Planning, Visio, PowerPoint, MS Project, Process Improvement, Software Documentation, SharePoint, FDA, Sop, Clinical Development, Clinical Trials, CTMS, CRO
Education
Central Connecticut State University 1992 — 1994
BA
State Street 2005 - Present
State Street Corporation September 2002 - 2005
Skills
Equities, Full project lifecycle..., Strategic Planning, New Business Development, Project Management, Long Term Business..., Team Building, Increase Productivity, Custom Reports, Quality Assurance, User Interface Design, Operational Planning, Business Analysis, Functional..., Product Demonstration, Risk Reduction, Management
Education
Colgate University
Bachelor of Arts (B.A.), English and Sociology / Anthropology
TD December 2014 - Present
American Express April 2013 - November 2014
American Express October 2011 - April 2013
Ernst & Young September 2007 - October 2011
American Express Company May 2006 - August 2006
FBR National Trust Company September 2002 - July 2005
State Street Corporation May 2000 - August 2002
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA
Colby College 1994 — 1998
BA, International Studies and East Asian Studies
Fidelity Investments - Eliassen Group 2014 - Present
Veritude LLC October 2012 - November 2013
Veritude LLC August 2005 - November 2008
Fidelity Investments 2005 - 2008
State Street Corporation 1994 - 2004
State Street Bank 1994 - 2004
Skills
Analysis, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Business Requirements, Risk Management, Vendor Management, Project Management, Equities, Software Project..., Business Process..., Financial Services, Management, Process Improvement
Education
University of Maine
Graduate Certificate, Digital Curation
Cambridge College
M.Ed.
Kirkland & Ellis LLP February 2015 - Present
Thomson Reuters March 2013 - February 2015
Bain & Company, Inc July 2007 - February 2013
Bain and Company July 2006 - July 2007
Bain and Company December 2004 - July 2006
State Street Corporation May 2003 - December 2004
State Street Bank June 2002 - May 2003
State Street Bank May 2000 - June 2002
Skills
Project Management, Program Management, Business Process..., Change Management, Testing, Consulting, IT Strategy, Start-ups, Business Process, Project Planning, CRM, SharePoint, Software Project..., New Business Development, Entrepreneurship, Market Research, Governance, Outsourcing, Performance Management, Telecommunications, Requirements Analysis, Requirements Gathering
Education
Bryant University 1996 — 2000
BS, Marketing/Environmental Science
Medway High School 1992 — 1996
Commonwealth of Massachusetts April 2012 - Present
Commonwealth of Massachusetts October 2007 - April 2012
State Street Corporation April 2007 - September 2007
State Street June 2003 - April 2007
State Street February 2002 - June 2003
State Street December 2000 - February 2003
Education
University of Massachusetts, Amherst 1998 — 2000
Bachelor's Degree, Social Thought and Political Economy (STPEC), Magna Cum Laude, Departmental Honors
Cape Cod Community College 1992 — 1998
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, High Honors
State Street Corporation May 2015 - Present
State Street Corporation March 2011 - Present
State Street Corporation November 2007 - March 2011
Unica Corporation (currently an IBM company) August 2004 - October 2007
State Street Corporation September 1992 - August 2003
Skills
SaaS, Corporate Law, Contract Negotiation, Mergers & Acquisitions, Due Diligence, Securities, Corporate Governance, Executive Management, Start-ups, Strategy, Legal Research, Legal Writing, Management, Intellectual Property, Negotiation, Risk Management, Licensing, Financial Services, Strategic Partnerships, Investments, Process Improvement, Private Equity, Outsourcing, Capital Markets
Education
Suffolk University Law School 2000 — 2005
JD, Evening Program
Clark University
Bachelor's degree, Economics and Asian Studies
Societe Generale Corporate and Investment Banking - SGCIB April 2014 - Present
Chopper Trading July 2010 - April 2014
State Street Corporation July 2008 - July 2010
Fannie Mae May 2005 - July 2008
Barclays Capital September 2002 - April 2005
Credit Suisse First Boston February 1997 - September 2002
Lehman Brothers March 1993 - February 1997
Prudential Securities May 1991 - March 1993
Skills
Derivatives, High Frequency Trading, Electronic Trading, FX Options, Trading Systems, Financial Markets, Quantitative Analytics, Quantitative Finance, Hedge Funds, Fixed Income, Financial Risk, Options, Trading, Equity Derivatives, Capital Markets, Market Data, Equities, Hedging, Interest Rate..., Proprietary Trading, Commodity, Low Latency
Education
New York University 1986 — 1992
Ph.D., Physics
Stony Brook University 1985 — 1986
M.S., Applied Mathematics
Cornell University 1979 — 1983
B.S., Engineering Physics
State Street Corporation June 2014 - Present
State Street Corporation May 2008 - Present
State Street Corporation April 2001 - May 2008
Basic Instincts 1998 - 2000
Reebok International February 1994 - January 1998
Saunders Real Estate Corporation 1990 - 1994
WPLM 1986 - 1989
Skills
Project Management, Event Planning, Program Management, Customer Service, Time Management, MS Office, Mentoring, Problem Solving, Employee Relations, Process Improvement, Investments
Education
Curry College
Bachelor of Arts (B.A.), Management
University of Massachusetts Boston 2006 — 2006
Project Management
Northeast Human Resources Association 2004 — 2005
Human Resources Development Program
State Street April 2015 - Present
state street corporation December 2012 - Present
State Street February 2008 - December 2012
BMC HealthNet Plan 2003 - 2007
State Street Corporation January 1991 - October 2002
Skills
Alternative Investments, Bloomberg, Equities, Financial Analysis, Financial Services, Fixed Income, Fund Accounting, Insurance, Investments, Leadership, Management, Mutual Funds, Private Equity, Process Improvement, Team Management, Training, Finance, Hedge Funds
Education
Northeastern University 1994 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Bryant College 1988 — 2000
Accounting
Bryant University 1988 — 2000
Marketing
Scituate Highschool 1984 — 1988
Highschool Diploma
Akamai Technologies May 2014 - Present
State Street Corporation 2003 - May 2014
State Street Global Advisors 1995 - 2002
Skills
SDLC, Financial Services, Requirements Gathering, Equities, Software Development, Business Analysis, Vendor Management, Risk Management, Fixed Income, SQL, Data Warehousing, Visio, PL/SQL, Unix, Perl, T-SQL, Compliance, Business Intelligence, User Acceptance Testing, Business Requirements, Software Project..., Access, Requirements Analysis, Systems Analysis, PMO, Enterprise Architecture, Business Process, Disaster Recovery, Business Process...
Education
Cornell University 1976 — 1980
Bachelor's degree, History
IHS
BT Conferencing 2008 - Present
Ropes & Gray LLP 2004 - 2007
State Street Corporation 1993 - 2003
AT&T 1990 - 1993
Skills
Video Conferencing, Telecommunications, Capacity Planning
Education
Syracuse University - Martin J. Whitman School of Management 1989 — 1990
MBA, Business/Information Systems
Cornell University 1983 — 1987
BSEE, Electrical Engineering
Loomis Sayles & Company March 2012 - Present
State Street Corporation January 2006 - January 2012
Banc of America Investments September 2002 - January 2005
Fleet Bank May 1996 - November 2001
Skills
Word, Excel, Customer Relations, Problem Solving, Microsoft Office, Customer Service, Analysis, Accounting, Outlook, PowerPoint, Research, Team Building, Compliance, Data Analysis, Internal Audit, External Audit, Project Planning, Project Coordination, Project Documentation, Project Implementation, Project Execution, Project Delivery, Access, Microsoft Word, Project Management, Microsoft Excel, Financial Services, Leadership, Financial Reporting, Strategic Planning, Financial Modeling, Mutual Funds, Documentations, Management, Investments, Process Improvement, Finance, Vendor Management, Financial Analysis, Asset Management, Equities
Education
University of Massachusetts at Lowell
Bryant University 2000 — 2001
Northern Essex Community College
Associates in Science
University of Florida
Bishop Guertin High School
College Prep
SSB AuditorStateStreet2006 - Present
State Street Corporation 2005 - Present
Education
College of the Holy Cross 1995 — 1999
State Street Corporation April 2004 - May 2011
State Street Corporation January 2002 - March 2004
State Street Corporation January 2001 - December 2001
State Street Corporation July 1996 - October 1999
Skills
Relationship Management, Treasury, Financial Reporting, Finance, Accounting, Fund Accounting, Global Custody, Fund Administration, Corporate Actions, Cash Flow, Financial Services, Financial Analysis, Banking, Valuation, Treasury Management, Corporate Finance, Asset Managment, Fixed Income, Asset Management, Mutual Funds, Investments
Education
California State University-East Bay 1992 — 1996
Business Administration, Finance & Accounting
State Street Corporation June 1994 - Present
Skills
Risk Management, Credit Risk, Mutual Funds, Financial Services, Fixed Income, Basel II, Securities, Hedge Funds, Bloomberg, Capital Markets, Equities, Financial Risk, Derivatives, Financial Analysis
Education
Colgate University 1975 — 1979
Vertex Pharmaceuticals October 2012 - Present
Vertex Pharmaceuticals August 2010 - September 2012
Ernst & Young January 2004 - August 2010
State Street Corporation September 2000 - May 2003
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2004
MSA / MBA, Accounting
Colgate University 1996 — 2000
BA, History
State Street April 2011 - Present
State Street Corporation July 2007 - June 2011
State Street Corporation June 2009 - April 2011
Investors Bank & Trust February 2006 - June 2007
Skills
Financial Services, Mutual Funds, Global Custody, Fixed Income
Education
Bucknell University 1987 — 1991
SC3D - Second Calvary Center for Community Development July 2013 - Present
Bank of America June 2011 - August 2014
Melaleuca:The Wellness Company 2012 - 2013
Chrohn's & Colitis Foundation of America, Carolina Chapter 2012 - 2012
Bank of America October 2009 - June 2011
Bank of America December 2004 - October 2009
MBNA December 2004 - October 2009
United Way of Delaware 2001 - 2007
Bank of America June 2000 - December 2004
STATE STREET CORPORATION May 1997 - April 2000
Skills
Banking, Financial Risk, Leadership, Auditing, Financial Services, Internal Audit, Management, Finance, Risk Management, Program Management, Policy, Strategic Planning, Process Improvement, Credit
Education
Central Piedmont Community College 2015 — 2015
Corporate & Continuing Education Program Certificate, Project Management, Program Certificate
Wake Forest University School of Business, Charlotte, North Carolina 2014 — 2015
Certificate of Program Completion, Essentials of Business for Non-Profit Organizations
Wilmington College 2000 — 2015
MS, Public Administration
Northeastern University 1983 — 1988
BS, Economics
State Street Corporation
Skills
Financial Services, Fixed Income, Mutual Funds, Risk Management, Business Analysis, Equities, Vendor Management, Process Improvement, Disaster Recovery, Securities, Bloomberg, Asset Management, Derivatives, Portfolio Management, Fund Accounting, Corporate Actions, Back Office, Middle Office
Education
College of the Holy Cross 1991 — 1995
Economics/Accounting
Rockland High School 1987 — 1991
High School Diploma, 12th Grade
State Street Corporation January 2007 - March 2008
pacific grove partners llc August 2004 - December 2006
Putnam Investments / PanAgora Advisory LLC April 2006 - June 2006
Fidelity Investments / Fidelity Management Trust Co. December 1998 - June 2004
Financial Management Advisors LLC March 1997 - November 1998
Baring Asset Management June 1996 - September 1996
Loomis Sayles March 1996 - May 1996
Skills
Portfolio Management, Investments, Equities, Fixed Income, Financial Modeling, Investment Management, Asset Allocation, Mutual Funds, Private Equity, Valuation, Asset Management
Education
UCLA Anderson School of Management 1995 — 1997
MBA, General Management Finance
Cornell University 1989 — 1991
Master, Industrial and Labor Relations
Williams College 1985 — 1989
BA, Double Major: Economics and Spanish Literature.
Alisal High School 1981 — 1985
HS Diploma, General Education
SSB August 2004 - Present
State Street Corporation 2004 - Present
Skills
Mutual Funds, Financial Services, Fund Accounting, Fixed Income, Bloomberg, Equities, Derivatives, Securities, Corporate Actions, Investments, FX Options, Financial Analysis
Education
Clark University
Little Rock School District June 2011 - Present
Remax Properties 2010 - Present
Arkansas Supreme Court November 2006 - June 2011
State Street Corporation August 1998 - November 2006
Bell Atlantic 1987 - 1999
Skills
Drupal, Photoshop, Web Design, Windows Server, Contingency Planning, HTML, Graphic Design, Illustrator, InDesign, ColdFusion, Network Repair and..., Google Adwords, Bing Search Advertising, Malware and Virus..., Linux System..., MySQL, Microsoft SQL Server, Microsoft Office, VirtualBox, Adobe LiveCycle Designer, PHP4/5, Encryption Software, GIS, GIMP, Hardware Diagnostics, Web Hosting, Video Production, Software Configuration..., MailChimp, Stylizer, listhub, CARMLS, Top Producer, Visual Tour, DOS commands, Google Analytics, Visual Basic for..., Mailing List Management, Real Estate Technology..., Microsoft Excel, Flash Animation, Adobe Acrobat, Real Estate Advertising, Unix Shell Scripting, PHP, Web Development, Locksmithing
Education
Blue HIlls Technical Institute
Certification - Electronic Technician, Integrated and discrete circuit components, component theory, circuit design and construction, 3.7
Clark University
Certification - Client/Server Programming, Web/Multimedia Management and Webmaster, 4.0
Clark University
Certificate - Web Design, 4.0
Clark University
Certificate - Web Development, 4.0
Clark University
Certicate - Windows Server Administration, Web/Multimedia Management and Webmaster, 4.0
Quincy College
Certification - Computer Programming, 3.5
Old Mutual Global Index Trackers February 2011 - Present
Batterymarch Financial Management February 2006 - February 2011
Fidelity Investments December 2003 - February 2006
Fidelity Investments September 2000 - December 2003
State Street Corporation February 1998 - September 2000
State Street Corporation August 1996 - February 1998
Skills
Mutual Funds
Education
Creighton University 1992 — 1996
BSBA, Finance
Beloit Memorial High School
Citizens Bank June 2011 - Present
102nd Network Warfare Squadron, RI Air National Guard 1995 - Present
State Street Corporation August 2010 - June 2011
State Street Global Advisors (SSgA) July 2001 - August 2010
Stream International 1996 - 2000
Skills
CISSP, Information Security, Business Continuity, Disaster Recovery, Security, Information Security..., Vulnerability Assessment, Active Directory, Information Assurance, Windows Server, Intrusion Detection, Security Management, Security Clearance, DoD, Infrastructure, CISA, Computer Security, Network Security, Vulnerability Management, Information Technology, IT Management, ISO 27001, ITIL, IT Strategy, Virtualization, IT Operations, VMware, COBIT, CISM, Security Audits, Risk Management, Servers, Risk Assessment, Auditing, IT Audit, PCI DSS, Penetration Testing
Education
Community College of Rhode Island
New England Institute of Technology
Massachusetts General Hospital October 2014 - Present
Dress for Success October 2013 - December 2014
State Street Corporation September 2011 - April 2013
Confidential Consulting Group March 2007 - July 2010
Commonwealth Financial Network June 2005 - June 2006
Commonwealth Financial Network October 1997 - June 2005
Commonwealth Financial Network June 1996 - October 1997
Capital Analysts of New England, Inc. March 1989 - May 1996
First Winthrop Corporation 1987 - 1988
Skills
Financial Services, Process Improvement, Leadership, Management, Asset Management, Mutual Funds, Equities, Team Building, Relationship Management, Risk Management, Strategic Planning, Behavioral Interviewing, Career Development, Program Facilitation, Due Diligence, Operations Management, Resume Writing, Coaching Staff, Compliance, Leadership Development, Career Counseling, Outsourcing, Project Management, Manage Client..., Cross Functional Teams, Oral & Written..., Development Of Employees, Superior Client Service, Business Analysis, Investments, Regulatory Audits, Global Custody, Organizational..., Increasing Operational..., Training, Cross-functional Team..., Client Services
Education
Cambridge College 2002 — 2004
Master's Degree in Management, Management/Organizational Development
University of Massachusetts at Boston
Bachelor of Arts (B.A.)
State Street Corporation February 1999 - December 2008
Fidelity Investments March 1987 - February 1999
Fidelity Investments February 1987 - February 1999
Education
Bunker Hill Community College
Associate, Criminal Justice
Northeastern University
A.S, Criminal Justice Studies; Criminal Justice
Goldstein Hill & West Architects June 2014 - Present
Gruzen Samton LLP March 2014 - June 2014
Ila May 2013 - April 2014
KBA Architecture May 2011 - June 2013
Northbrook Partners September 2009 - February 2010
State Street Corporation September 2008 - August 2009
Rochester Regional Design Center October 2007 - May 2008
Skills
Analysis, AutoCAD, Research, Microsoft Excel, Access, Microsoft Word, Statistics, InDesign, Outlook, Illustrator, Architecture, Photoshop, Microsoft Office, Economics, PowerPoint, Architectural Design, Accounting, Sustainability, Matlab, Project Management, Project Planning, Construction Management, SPSS, Rhinoceros, Ecotect, Revit, Navisworks, design review, vasari, iesve 2012, tekla bimsight, Grasshopper, Rendering, Architectures, BIM, SketchUp, Rhino, 3D Studio Max, Interior Architecture, AutoCAD Architecture, Design Research, Architectural Drawings, Sustainable Design, 3D visualization, Construction, Submittals, Urban Design, Mixed-use, Drawing, Comprehensive Planning
Education
Illinois Institute of Technology 2010 — 2013
Master of Arts (M.A.), Architecture
Columbia University in the City of New York 2010 — 2010
Graduate Course Work, Public Housing and Public Housing Policy
Pratt Institute 2009 — 2010
Graduate Course Work
New York University SCPS 2009 — 2009
Continuing Education in Construction Management
YESTERMORROW DESIGN/BUILD SCHOOL 2009 — 2009
Deconstruction and Material Re-use
University of Rochester 2004 — 2008
Bachelor of Arts (BA), Economics
WILLIAM E. SIMON SCHOOL OF BUSINESS ADMINISTRATION 2004 — 2008
Certificate, Management Studies; ECONOMICS QUANTITATIVE
Santander Bank, N.A. April 2011 - Present
Citizens Financial Group (CFG) January 2010 - April 2011
Citizens Financial Group (CFG) May 2008 - January 2010
Humana Inc 2007 - 2008
State Street Corporation 1998 - May 2007
Skills
Talent Management, Workforce Planning, Leadership, Project Planning, Call Centers, Succession Planning, Employee Relations, Recruiting, Performance Management, Change Management, Human Resources, Employee Benefits, Coaching, Team Building, Organizational..., Deferred Compensation, Process Improvement, Mergers & Acquisitions, PeopleSoft, Onboarding, Hiring, Conflict Resolution
Education
Northeastern University 1997 — 2006
Business Management-Major & Human Resources Minor, Magna Cum Laude (GPA 3.8)
Curry College
Professional Development - SHRM Learning System
State Street Corporation January 2010 - Present
RMSBG, P.C. January 2008 - December 2009
Education
University of Illinois at Urbana-Champaign 2004 — 2005
Master, Accounting
China University of Petroleum (Beijing)
Citizens Financial Group October 2011 - Present
State Street Corporation 2005 - 2007
Shawmut Bank / FleetBoston Financial / Bank Of America 1989 - 2005
Connecticut Bank & Trust / Bank Of New England 1972 - 1989
Skills
Banking, Change Management, Financial Risk, Finance, SDLC, Process Improvement
Education
Bucknell University
BA, Economics
Viridian Energy June 2015 - Present
William Raveis Real Estate May 2015 - Present
Food Dr. March 2014 - Present
State Street Corporation 2008 - 2012
Fidelity Investments August 1998 - July 2008
Pioneer Investments May 1996 - August 1998
Brown Brothers Harriman & Company March 1994 - May 1996
Skills
Relationship Management, Superior Client Service, P&L Responsibility, Written & Oral..., Risk Management, CRM, Management, Analytics, Operations Management, Strategy, P&L Management, Client Services, Securities, Equities, Product Development, Portfolio Management, Alternative Investments, Financial Services, Investments, Vendor Management
Education
College of the Holy Cross
BA
Weymouth South
JPMorgan Chase January 2009 - January 2010
STATE STREET CORPORATION January 2005 - January 2009
STATE STREET CORPORATION April 2003 - January 2005
STATE STREET CORPORATION January 1999 - January 2003
USTRUST BANK January 1996 - January 1999
SUNRISE HEALTHCARE CORPORATION January 1996 - January 1999
SUMMIT SERVICES January 1993 - January 1996
Citibank January 1988 - January 1990
Education
Cambridge College
Masters, Management of Business
Bunker Hill Community College
Bachelor; Associate's degree, Science of Finance; Banking Administration; marketing and industrial management
PerkinElmer, Inc. February 2015 - Present
Alere Inc August 2013 - February 2015
Dassault Systemes January 2012 - August 2013
Diamond Resorts International October 2009 - October 2011
STATE STREET CORPORATION June 2008 - July 2009
BELLAGIO, MGM Corp September 2007 - March 2008
GINO MAURIELLO & CO December 2006 - April 2007
Skills
Accounting, PeopleSoft, Oracle, Microsoft Office, SQL, SAP, Visual Basic, Quickbooks, GAAS, GAAP, Hyperion Financial...
Education
University of Illinois Springfield 2011 — 2015
Master of Science, Management Information Systems
College of Southern Nevada 2001 — 2004
Associate, Business Administration
2004 -2007UNIVERSITY OF NEVADA AT
Bachelor of Science, Business Administration Accounting
JPMorgan Chase January 2007 - July 2015
JPMorgan Chase October 2004 - December 2006
State Street Corporation October 2000 - June 2003
State Street Corporation October 1997 - September 2000
Skills
Banking, Process Improvement, Business Analysis, Quality Assurance, Requirements Analysis, Portfolio Management, Risk Management, SDLC, Credit, Vendor Management, Business Intelligence, Software Documentation, Management, Customer Service, Sales
Education
Colby-Sawyer College 1993 — 1997
Bachelor of Science in Business Administration, Business Administration and Management, General
Guggenheim Partners July 2015 - Present
Guggenheim Partners September 2013 - Present
State Street Corporation June 2010 - September 2013
Fidelity Investments June 2009 - August 2009
MFS Investment Management June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Microsoft Excel, BlackRock Aladdin, Wall Street Office, Microsoft Office, PowerPoint, Microsoft Word, Windows, Outlook, Bloomberg Software, Team Leadership, Hedge Funds
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics
Cumberland High School
Brown Brothers Harriman October 2010 - Present
State Street Corporation February 2009 - July 2010
Investors Bank & Trust December 2005 - February 2009
University of Connecticut September 2004 - September 2005
Naismith Memorial Basketball Hall of Fame January 2004 - September 2004
Brown Brothers Harriman June 1995 - August 2003
Skills
Trading, Strategy, Risk Management, Program Management, Process Improvement, Financial Services, Project Management, Project Planning, Corporate Actions, Foreign Exchange, Business Analysis, Finance, Business Strategy, Analysis, Accounting, Integration, Management, Leadership
Education
The University of Connecticut 2003 — 2005
Master's of Arts, Education; Sport Management & Sociology of
Bryant University 1991 — 1995
Bachelor of Science, Business Administration, Finance
Pioneer Investments Compliance DirectorPioneer Investments2003 - 2010
State Street Corporation 1989 - 2003
Skills
Mutual Funds, Customer Service
Education
Curry College 2003 — 2010
Business Administration
Tritower Financial Group, LLC May 2013 - Present
Suffolk University April 2012 - Present
Suffolk University June 2008 - March 2012
BlackRock, Inc January 2007 - October 2007
State Street Corporation October 2005 - December 2006
Envision Leadership, Inc July 2005 - September 2005
State Street Corporation December 2004 - July 2005
Skills
Financial Analysis, Organizational..., Change Management, Policy Analysis, Program Development, Event Planning, Financial Modeling, Excel, Word, PowerPoint, Outlook
Education
Suffolk University, Sawyer Business School 2009 — 2012
Master of Business Administration, Management & Organizational Behavior
College of the Holy Cross 2000 — 2004
Bachelor of Arts, Political Science
The Community Builders, Inc. August 2015 - Present
Loring, Wolcott, & Coolidge Trust, LLC April 2007 - July 2015
REIT Management & Research LLC January 2005 - April 2007
STATE STREET CORPORATION January 2004 - January 2005
STATE STREET CORPORATION July 2001 - January 2004
Skills
Management, Microsoft Excel, Microsoft Word, Outlook, Accounting, Internal Controls, Budgets, Income Tax, PowerPoint, Accounts Receivable, Customer Service, Tax, Financial Reporting, Process Improvement, Account Reconciliation, Leadership, Payroll, Project Management, Microsoft Office, Analysis, Team Building, Cash Management, Change Management, Tax Accounting, Business Analysis
Education
Curry College 1997 — 2001
B.S, Business Administration; Finance
Town of Abington July 2011 - Present
Crowdrise November 2009 - Present
Aegis Protection Group February 2003 - Present
State Street Corporation March 2008 - June 2010
State Street Corporation August 2006 - June 2010
UNIFEM - USNC Boston Chapter June 2005 - January 2009
State Street Corporation August 2006 - March 2008
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Fundraising, Non-profits, Microsoft Word, Public Speaking, Event Planning, Social Media, Research, Accounting, Community Outreach, Project Management, Leadership, Nonprofits, Social Media Marketing
Education
Curry College 2009 — 2010
MBA
Fitchburg State University 2001 — 2006
BS
Archway Technology Partners May 2011 - Present
State Street Corporation June 2010 - July 2010
Education
Corvinus University of Budapest
Direct Admit, Kelley School of Business, Indiana University
Mitte Business
Indiana University - Kelley School of Business
B.S., Finance, International Business
Denkar Realty Group May 2014 - Present
Beacon Hospice November 2012 - August 2014
Quincy Medical Center August 2010 - February 2013
U.S. Census Bureau March 2010 - August 2010
Bunker Hill Community College January 2005 - December 2008
State Street Corporation April 2008 - September 2008
Guangzhou Private Tutoring Center December 2001 - April 2004
Education
University of Massachusetts Boston 2009 — 2010
Bachelor, Economics
CultureSmart
Medical Interpreter Certificate
Bunker Hill Community College 2005 — 2008
Associate of Arts (AA), Business Administration and Management, General
STATE STREET CORPORATION August 2013 - Present
GMO-GRANTHAM, MAYO, VAN OTTERLOO & CO., L.L.C. December 2000 - February 2012
MERCURY INVESTMENTS, INC. September 1999 - September 2000
MERRILL LYNCH & CO., INC. June 1998 - September 1998
PAINE WEBBER June 1998 - September 1998
Education
Clarkson University 1995 — 1999
Bachelor of Science (B.S.), Finance & Economics
Canton High School, Canton, MA 1991 — 1995
High School Diploma
State Street Corporation January 2005 - Present
State Street Corporation June 1999 - January 2005
Skills
Equities, Bloomberg, Fixed Income, Mutual Funds, Financial Analysis, Derivatives, Fund Accounting, Accounting, Finance
Education
Caldwell University
MBA with a, Accounting
Caldwell University
BS, Accounting
John Hancock Life Insurance Company (U.S.A.) October 2011 - Present
State Street Corporation August 2008 - April 2010
Skills
Series 7, Equities, Securities, Mutual Funds, Series 63, Bloomberg, Finance, Auditing, Alternative Investments, Strategic Financial..., Hedge Funds, Derivatives, Financial Advisory, Series 6, Private Equity, Due Diligence, Credit Analysis, Equity Derivatives, Funding
Education
New England Business Education Systems 2010 — 2011
Advanced Bookkeeping Program, Green and Managerial Accounting
Bryant University 1999 — 2003
Bachelor of Science, Finance, Psychology, 3.77
Università degli Studi di Roma 'La Sapienza' 1975 — 1979
Humanities
Bunker Hill Community College
Associate, Business Administration, Computer Programming
Corporate [IT] Solutions March 2014 - Present
Artech Information Systems August 2013 - October 2013
State Street Corporation August 2011 - November 2012
Boston Election Department September 2008 - November 2011
Dimock Early Head November 2006 - February 2007
Dimock Early Head Start August 2006 - November 2006
Skills
Troubleshooting, Customer Service, Remote Desktop, Microsoft Office, Information Technology, Computer Repair, Computer Hardware, Microsoft Office 2007, Critical Thinking, Fast Learner, Windows Vista, Mac OS X, Technical Support, Data Center, Help Desk Support, SQL, BMC Remedy, SCCM, Printers, SharePoint, Software Installation
Education
Cambridge College 2011 — 2012
Business Management, Computer and Information Sciences and Support Services
Year Up, Inc 2011 — 2012
Technical Certificate; B.S, Information Technology; Business Management
Roxbury Community College
S, Computer Science
Boston, MA September 2011 - Present
STATE STREET CORPORATION October 2003 - December 2010
Bunker Hill Community College February 2000 - May 2000
Education
Bunker Hill Community College
Associate of Science, Business Administration, Accounting
Cambridge College
Master of Management, Business
Suffolk University
Bachelor of Science, Business Administration, Accounting
Teach For America 2012 - Present
Travelers Insurance June 2011 - August 2011
Travelers Insurance June 2010 - August 2010
State Street Corporation June 2009 - August 2009
Harvard Graduate School of Education July 2008 - August 2008
Skills
Research, Analysis, Data Analysis, Economics, Statistics, Financial Analysis, Financial Modeling, Nonprofits, Qualitative Research, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Teaching, Microsoft Excel, Databases, Spanish, Marketing Research, Insurance, Social Enterprise, Secondary Education, Team Leadership
Education
Johns Hopkins University School of Education 2015 — 2017
Master’s Degree, Educational Studies, Secondary Education
Bryn Mawr College 2008 — 2012
Bachelor's Degree, Economics
Harvard Business School 2011 — 2011
Summer Venture in Management Program
State Street Corporation September 2011 - Present
Education
College of the Holy Cross 1993 — 1997
Bachelor of Arts, English
State Street Global Advisors May 2012 - May 2014
State Street Global Advisors October 2008 - May 2012
JPMorgan Chase October 2007 - October 2008
State Street Back Bay May 2005 - September 2007
State Street Corporation April 2003 - May 2005
State Street Corporation April 2001 - April 2003
State Street Corporation April 1998 - April 2001
State Street Corporation February 1994 - April 1998
Watchmaker & Co., P.C., CPA April 1990 - August 1992
Skills
Securities, Mutual Funds, Investments, Equities
Education
Central Connecticut State University
Bachelor of Science, Finance
Brown Brothers Harriman December 2007 - Present
Brown Brothers Harriman December 2007 - Present
Brown Brothers Harriman December 2007 - Present
Brown Brothers Harriman & Co January 2004 - Present
Brown Brothers Harriman October 2005 - December 2007
Brown Brothers Harriman May 2005 - December 2007
Brown Brothers Harriman July 2004 - October 2005
State Street Corporation January 2000 - January 2003
Education
Curry College 1994 — 1999
B.A, English
State Street June 2014 - Present
State Street Corporation January 2014 - June 2014
Hersha Hospitality March 2003 - June 2014
Raytheon June 2013 - August 2013
Education
Bunker Hill Community College 2011 — 2014
Associate's degree, Business Administration - Accounting
Wentworth Institute of Technology 1996 — 2001