State Street Global Advisors
Industry: Financial services company
DescriptionState Street Global Advisors is the investment management division of State Street Corporation and the world's fifth largest asset manager, with nearly $2.8 trillion in assets under management as of 31 December 2017. Assets under management: 2.8 trillion USD (2017) CEO: Cyrus Taraporevala (Nov 2017–) Headquarters: Boston, Massachusetts, United States Parent organization: State Street Corporation Number of employees: 2,500 Subsidiaries: SSGA FUNDS MANAGEMENT INC,
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State Street Global Advisors Employees
Atlantic Trust July 2013 - Present
State Street Global Advisors January 2011 - July 2013
State Street Global Advisors August 2008 - January 2011
Waldorf School of Garden City May 2005 - December 2006
Skills
Bloomberg, Portfolio Management, Equities
Education
LIU Post 2005 — 2008
MBA
Adelphi University
The Waldorf School of Garden City
Bank of the West (BNP Paribas) March 2011 - Present
OneBeacon Insurance April 2009 - December 2009
State Street Global Advisors June 2004 - December 2008
State Street Global Advisors October 2000 - June 2004
State Street 1997 - 2000
Skills
Valuation, Industry Analysis, Equity Research, Due Diligence, Corporate Development, Business Strategy, Investments, Corporate Strategy..., Corporate Finance, Mergers & Acquisitions
Education
Northeastern University 1997 — 2000
MBA
Babson College 1991 — 1995
BS
Reading Cooperative Bank May 2014 - Present
Enterprise Bank (Enterprise Bancorp) 2008 - May 2014
Chaston Associates, Inc. 2007 - 2008
TD Bank 2004 - 2007
Citizens Bank 1999 - 2004
State Street Global Advisors 1998 - 1999
The Bank of New York 1994 - 1999
BancBoston Financial Company 1989 - 1994
Bank of Boston 1986 - 1989
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Loans, Credit Analysis, Credit, Commercial Mortgages, Lines Of Credit, Asset Based Lending, Banking, Consumer Lending, Portfolio Management, Credit Risk, Retail Banking, Underwriting, Loan Origination, Investments, Mortgage Lending, Branch Management, Cash Management, Finance, SBA, Financial Analysis, Wealth Management, Residential Mortgages, Deposits, Financial Structuring, Mutual Funds, Cross Selling, Treasury Management, Home Equity Loans, Middle Market, Cash Flow Lending, Strategic Financial..., Private Banking, Funding, Mortgage Banking, Refinance, Relationship Management, Construction Loans, Financial Services, Risk Management, SBA 504, Commercial Real Estate, Real Estate
Education
Alfred University 1981 — 1985
B.S Finance/B.S Economics, Finance
International Entrepreneurship Center, IEC Partners, LLC 2011 - Present
Barrington Partners 2011 - 2013
Red Rock Strategic Partners November 2010 - February 2012
Boston Private Financial Holdings 2004 - 2010
State Street Global Alliance 1998 - 2004
State Street Global Advisors 1995 - 1998
PanAgora Asset Management June 1989 - December 1994
The Boston Company June 1978 - June 1989
Skills
Strategy, Asset Management, Hedge Funds, Alternative Investments, Start-ups, Private Equity, Investments, Financial Services, Entrepreneurship, Management, Equities, Mergers & Acquisitions, Portfolio Management, Emerging Markets, Fixed Income, Investment Banking, Valuation, Venture Capital, Investment Management, Financial Advisory, Financial Modeling, Due Diligence, Wealth Management, Capital Markets, Mutual Funds, Finance, Asset Allocation, Derivatives, Investment Advisory, Corporate Finance, Investment Strategies, Business Strategy, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Marketing
University of Maine
BA, Economics
Yarmouth High School
Yarmouth High School
Yarmouth High School
Richardson Financial Services, Inc. April 2015 - Present
Fund Evaluation Group (FEG) April 2010 - March 2015
Hirtle, Callaghan & Co. June 2007 - April 2010
Pelagos Capital Management, LLC 2005 - 2007
SSgA May 1991 - October 2005
State Street Global Advisors 1991 - 2005
State Street Bank 1991 - 1994
Skills
Endowments, Alternative Investments, Corporations, Performance Reporting, Asset Allocation, Investments, Program Management, Hedge Funds, Investment Strategies, Asset Managment, Fixed Income, Investment Advisory, Portfolio Management, Bloomberg, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2005
MBA, Finance
College of the Holy Cross 1986 — 1990
Bachelor of Arts, Psychology
Harvard Pilgrim Health Care August 2015 - Present
Center for Marketing Technology of Bentley University September 2013 - May 2015
Harvard Pilgrim Health Care June 2014 - August 2014
Good Sports, Inc. January 2013 - August 2013
The Talener Group August 2012 - January 2013
State Street Global Advisors June 2011 - August 2011
Skills
Social Media, Sports, Public Speaking, PowerPoint, Event Planning, Research, Fundraising, Editing, Facebook, Microsoft Office, Technology, 3D Printing, SPSS, Data Analysis, Market Research, Nonprofits, Qualitative Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Business Analytics
Dartmouth College 2008 — 2012
B.A., History & Government (International Relations)
Tabor Academy 2004 — 2008
Voya Financial 2007 - Present
State Street Global Advisors September 2004 - March 2007
CitiStreet October 1994 - September 2004
Skills
Asset Managment, Relationship Management, Investments, Bloomberg, Banking, Equities, Risk Management, Microsoft Excel, Corporate Finance, Business Analysis, Process Improvement, Financial Analysis, Portfolio Management
Education
University of Massachusetts Boston 1992 — 1999
Bachelor of Science (B.S.), Management
American University 1990 — 1991
NA, Liberal Arts
State Street Global Advisors January 2014 - Present
Liberty Mutual Insurance November 2013 - December 2013
Wilde Agency July 2013 - October 2013
Cartera Commerce, Inc December 2012 - May 2013
Epsilon December 2011 - November 2012
89 Degrees December 2008 - December 2011
Valassis December 2005 - November 2008
Swiss Watchmaker October 2000 - December 2005
Skills
Email Marketing, HTML, E-commerce, Web Analytics, Dreamweaver, SQL, Microsoft Office, Project Management, Direct Marketing, Analytics, XML, Databases, Silverpop Engage..., Photoshop, Perl, SharePoint, Account Management, Data Analysis, Web Development, Campaign Management, Visio, Digital Marketing, B2B Marketing, Salesforce.com, Pardot, B2C marketing, ExactTarget, Dream 8 Certified, SDLC, iHeat, Elementool, AMPscript, VB.NET, Requirements Analysis, Requirements Gathering, Segmentation, Business Development, Account Executives, Test Automation, Test Planning, Marketing Operations, Web Content, Database Design, Database Marketing, Relational Databases, Data.com, Business Intelligence, GoodData, Marketing Automation, Lead Generation
Education
Northeastern University 2003 — 2005
Bachelor of Science, Computer Engineering Technology
Benjamin Franklin Institute of Technology 2001 — 2003
Associate Degree, Computer Engineering Technology
Medford High School
High School
Staples December 2014 - Present
Boston Financial Data Services October 2013 - December 2014
State Street Global Advisors October 2011 - October 2013
D'Amore-McKim School of Business Corporate & Executive Education September 2011 - March 2012
State Street October 2010 - October 2011
State Street December 2006 - September 2010
State Street December 2006 - July 2008
State Street Corporation August 2005 - November 2006
Skills
Fixed Income, Equities, Portfolio Management, Alternative Investments, Investments, Analysis, Financial Analysis, Economics, Bloomberg, Financial Modeling, Mutual Funds, Data Analysis, Microsoft Excel, Finance, Research, Asset Managment, Business Development, Business Strategy, Product Development
Education
Northeastern University - Graduate School of Business Administration 2009 — 2011
MBA, International Business
Bates College 2001 — 2005
B.A, Economics
WHV Investment Management, Inc. April 2013 - Present
Janus Capital Group September 2006 - April 2013
State Street Global Advisors January 2000 - September 2006
Skills
Mutual Funds, Investment Management, Equities, Fixed Income, Investments, Relationship Management, Asset Managment, Product Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
MBA, Finance and Marketing
University of Oregon 1992 — 1995
BA, History and Political Science
John Hancock Investments February 2014 - September 2014
Eaton Vance Management March 2012 - February 2014
Susan H. Murphy Communications July 1994 - February 2014
MFS Investment Management, Boston, Massachusetts 2013 - 2013
State Street Global Advisors December 1989 - June 1994
Constitution Capital Management January 1984 - January 1989
Baton Rouge Magazine June 1983 - January 1984
Skills
Brochures, Investments, Direct Mail, Management, Investment Strategies, Corporate Identity, Feature Articles, Marketing Strategy, Email Marketing, Product Marketing, Web Content, Company Newsletters, Branding & Identity, Sales Presentations, Quarterly Reviews, White Papers, Project Management
Education
Bates College
B.A., English
SapientNitro April 2015 - Present
Pegasystems January 2015 - April 2015
Pegasystems September 2011 - April 2015
General Dynamics Information Technology April 2009 - September 2011
State Street Global Advisors May 2008 - August 2008
SolidWorks-CADCAMCIM Inc. May 2007 - August 2007
Skills
Financial Analysis, Analysis, Financial Modeling, Market Analysis, Competitive Analysis, Analytics, Valuation, Microsoft Excel, Business Strategy, Corporate Finance, Strategic Planning, Finance, Strategic Financial..., Marketing
Education
Boston University Graduate School of Management 2011 — 2014
MBA, Marketing
Babson College 2004 — 2009
Bachelors of Science, Finance and Marketing
Gerson Lehrman Group September 2014 - Present
Bain Capital August 2012 - August 2014
State Street Global Advisors June 2011 - August 2012
Michael Page International, USA & Canada September 2010 - April 2011
UBS AG London August 2008 - August 2009
House of Commons 2007 - 2007
Skills
Securities, Due Diligence, FINRA, Capital Markets, Risk Management, Alternative Investments, Investment Banking, Asset Managment
Education
American International College 2008 — 2009
MBA, International Business Practice
University of Wisconsin-Madison 2004 — 2008
B.A., Political Science and Legal Studies (Double Major)
Mountbatten Institute
Woodstock Corporation August 2006 - Present
U.S. Trust Company 2003 - 2006
State Street Global Advisors 1997 - 2003
BancBoston Capital 1988 - 1996
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1987
MBA, Finance
Colby College
AB, Gov't, Economics
State Street Global Advisors 2013 - Present
Fidelity Investments / Pyramis Global Advisors May 2011 - June 2013
Fidelity Investments / Institutional Wealth Services 2006 - May 2011
TT International 2002 - 2006
Barclays Global 1999 - 2003
Fidelity Investments 1993 - 1999
Skills
Mutual Funds, Business Development, Investments, Hedge Funds, Strategy, New Business Development, Marketing Strategy, Wealth Management, Investment Strategies, Start-ups, Business Planning, Relationship Management, Product Development, Institutional..., Alternative Investments, Selling, Asset Managment, Series 7, Series 63, Fixed Income, Securities, Investment Management, Team Building, Asset Allocation, Capital Markets, Institutional, FINRA, ETFs, Retirement, 401k, Retirement Planning, Risk Management, Consulting, Asset Management, Financial Services, Portfolio Management, CRM, Finance, Series 6, Pensions, Investment Advisory, Separately Managed..., Bonds, Executive Management, Financial Advisory, Defined Contribution, Wealth Management..., Financial Markets, Defined Benefit, Fund Of Funds
Education
Boston College 1989 — 1991
Bachelors
Assumption College 1988 — 1988
Ithaca College, London Campus 1987 — 1988
Investment Cycle Engine, Inc. September 2014 - Present
Boston-Based Universities September 2010 - December 2014
State Street Global Advisors June 2006 - January 2009
State Street Research & Management 2002 - 2005
Grantham, Mayo, Van Otterloo & Co., LLC 1997 - 2002
State Street Bank & Trust 1995 - 1997
US Department of Treasury 1991 - 1995
Federal Reserve Bank of New York 1988 - 1991
US House of Representatives, Committee on Banking, Finance & Urban Affairs 1985 - 1988
Education
American University 1982 — 1984
MA, Economics
Bucknell University 1975 — 1978
BA, Economics
State Street Global Advisors April 2013 - Present
State Street Global Advisors March 2009 - March 2013
State Street Global Advisors September 2007 - March 2009
State Street Global Advisors July 2004 - August 2007
State Street Corporation July 2003 - July 2004
Babson College October 2002 - July 2003
Skills
Business Analysis, Financial Services, Mutual Funds, ETFs, Securities Lending, Board Presentations, AIF, Analysis, Foreign Registrations, PowerPoint, Microsoft Excel, Product Management, Multi Tasking, Financial Reporting, Task Management, Vendor Management, Finance, Business Intelligence, Financial Analysis, Financial Metrics, Performance Metrics, Tableau, Microsoft Word, hyperion essbase, Khalix, Essbase, SharePoint
Education
Boston College Caroll School of Management 2007 — 2010
a Masters, Business Administration; Leadership and Management
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA, Leadership & Management
Babson College 1999 — 2003
bachelor of science, Finance
Babson College 1999 — 2003
Bachelor of Science, Finance
Babson CollegeMay 2003 1999 — 2003
Bachelor of Science, Business Management; Finance
Oliver Ames High School 1995 — 1999
High School Diploma
Goldman Sachs May 2015 - Present
BNP Paribas September 2013 - May 2015
Wells Fargo Capital Finance May 2012 - September 2013
Spinnaker Capital LLC July 2011 - February 2012
State Street July 2010 - December 2010
State Street Global Advisors January 2009 - July 2009
Interactive Data Corporation May 2008 - August 2008
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Capital IQ, Financial Analysis, Credit Analysis, Bloomberg, Leveraged Finance, Investment Banking, Leveraged Lending, High Yield Bonds, Capital Structure, Fixed Income
Education
Northeastern University 2007 — 2012
Bachelor of Science, Business Administration: Finance
American College of Greece 2011 — 2011
Grenoble Ecole de Management - Grenoble Graduate School of Business 2009 — 2009
PwC April 2015 - Present
Citi August 2012 - December 2014
Citigroup May 2009 - October 2011
JPMorgan Chase August 2004 - August 2008
Bank of America January 2001 - July 2004
Bank of America January 2000 - December 2000
State Street Global Advisors January 1998 - December 1998
BNY Mellon October 1995 - January 1998
Skills
PMP, Compliance, Risk Management, Offshore Project..., Essbase, Business Objects, Strategic Planning, SAP, Microsoft Office, Budgeting, Project Portfolio..., Financial Reporting, Banking, SOX, Hyperion Enterprise, Windows 2000/XP, UNIX, (Oracle Solaris,..., LAN-WAN, TCP/IP, Cisco Routers, VoIP, Wireless Networking, Oracle 9i, Oracle Application..., Microsoft SQL Server, Access, IBM DB2, Sybase Adaptive Server, Visual Basic, Perl, HTML, JavaScript, Project Management, Budgets, Sarbanes-Oxley Act, Analysis, DB2, Requirements Analysis, Oracle, Business Analysis, Management, SDLC, Integration, Finance, Forecasting, Systems Engineering, Portfolio Management, Financial Services, Business Process, Financial Analysis
Education
Project Management Institute 2011 — 2011
PMP, Project Management
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA, Finance
University of Massachusetts Boston
BA, Economics
Beta Capital Advisors LLC March 2008 - Present
Beta Capital Advisors 2007 - 2008
ProFunds Group 2005 - 2006
State Street Global Advisors 2002 - 2005
State Street Global Advisors 1999 - 2002
State Street Global Advisors 1993 - 1999
State Street Global Advisors, Australia Limited 1991 - 1993
Education
Chartered Financial Analyst
CFA
Babson College
MBA, Finance
University of Pennsylvania - The Wharton School 1984 — 1987
BSE, Finance and Multi-national Management
State Street August 2013 - Present
State Street Global Advisors March 2007 - August 2013
IBT August 2006 - February 2007
Skills
Oracle, Agile Methodologies, SDLC, Requirements Analysis, Software Project..., Requirements Gathering, Business Analysis, Data Warehousing, Quality Center, Scrum, Software Quality..., SQL, SOA, Visio, Test Planning, Test Automation, Vendor Management, PL/SQL, Testing
Education
Bangalore University 2000 — 2004
Computer Science
Thermo Fisher Scientific June 2015 - Present
Thermo Fisher Scientific July 2013 - Present
EMD Serono, Inc. April 2012 - May 2013
Michael Page International April 2011 - August 2011
Income Research & Management September 2009 - August 2010
State Street Global Advisors April 2005 - November 2008
State Street Global Advisors April 2001 - March 2005
Putnam Investments August 2000 - March 2001
Skills
Bloomberg, Fixed Income, Financial Services, Investments, Research, Life Sciences, Healthcare Industry, Team Leadership, Market Research, Lifesciences, Portfolio Management, CRM, Financial Modeling, Entrepreneurship, Derivatives, Data Analysis, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Healthcare and Life Sciences
Tufts University 1994 — 1998
BS, Biology
Harvard University
Finance
SavingStar, Inc. January 2015 - Present
SavingStar, Inc. January 2014 - Present
SavingStar, Inc. March 2011 - January 2014
Hannaford Bros. Co. September 2010 - March 2011
Hannaford Bros. Co. June 2009 - September 2010
State Street Global Advisors 2007 - 2008
Skills
Marketing Strategy, Marketing, Online Advertising, Social Media Marketing, Management
Education
Babson College 2005 — 2009
Bachelor, Business
State Street Global Advisors November 2013 - Present
State Street Global Advisors March 2010 - November 2013
Skills
Bloomberg, Equities, Fixed Income, Mutual Funds, Securities, Investments, Financial Services, Financial Analysis, Asset Management, Derivatives, Portfolio Management, Hedge Funds, Asset Allocation
Education
Brandeis University 2009 — 2012
MSF, Finance, General
Babson College 1999 — 2003
BA, Finance
State Street Global Advisors March 2015 - Present
Simple Alternatives July 2014 - March 2015
John Hancock Investments January 2014 - June 2014
John Hancock Investments 2012 - December 2013
John Hancock Financial Services January 2011 - December 2012
John Hancock Investments May 2007 - December 2010
Columbia Management October 2006 - January 2007
State Street September 2005 - October 2006
Skills
Series 63, Series 7, Series 6, Mutual Funds, Series 65, FINRA, Uniform Combined State..., Retirement, Asset Allocation, Retirement Planning, 401k, Separately Managed..., Alternative Investments, Investment Advisory, Fixed Annuities, Investments, Securities, Wealth Management, Life Insurance
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Rollins College 2001 — 2005
Bachelor of Arts (B.A.), Economics
State Street Global Advisors November 2011 - Present
State Street Global Advisors June 2010 - November 2011
State Street Global Advisors June 2006 - February 2011
State Street Global Advisors September 2002 - June 2006
State Street Global Advisors June 1993 - September 2002
Skills
Asset Managment, Equities, Investments, Portfolio Management, Asset Management, Fixed Income, Alternative Investments, Bloomberg, Investment Strategies, Investment Management, Asset Allocation, Mutual Funds, Hedge Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1995
MBA, Finance
Stonehill College 1988 — 1992
BSBA, Finance, Economics
CFA Institute
CFA, Finance
State Street Global Advisors November 2013 - Present
MMB July 2013 - November 2013
EMI Strategic Marketing August 2009 - July 2013
EMI Strategic Marketing June 2007 - August 2009
StudyPoint May 2006 - September 2006
John Hancock November 2003 - July 2005
John Hancock November 2001 - November 2003
Red Bull Energy Drink January 1999 - June 2001
John Hancock June 1998 - December 1998
Skills
Management, Integrated Marketing, Relationship Marketing, Direct Mail, Marketing, Marketing Strategy, Direct Marketing, Social Media Marketing, Lead Generation, Competitive Analysis, Digital Marketing, Product Marketing, Strategy, Online Marketing, Product Launch, Account Management, Data Analysis, Market Research, Strategic Planning, Business Strategy, Analytics, Digital Strategy, Strategic Partnerships, Social Media, Marketing Communications, Advertising, Project Management, Product Development, Email Marketing, Online Advertising, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA
Northeastern University 1996 — 2001
BS, Communications
Standard & Poor's November 2010 - Present
UCLA Anderson School of Management February 2010 - May 2010
LA84 Foundation July 2009 - August 2009
State Street Global Advisors July 2005 - July 2008
Self Employed October 2004 - June 2005
Franklin Templeton Investments July 2004 - October 2004
Skills
Program Management, VBA, Finance, Market Research, Business Strategy
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Technology Management
Australian Graduate School of Management 2009 — 2009
MBA, Business
University of California, Santa Barbara 1999 — 2003
B.A, Psychology, Child Development
Crystal Springs Uplands 1995 — 1999
State Street Global Advisors August 2015 - Present
John Hancock Financial Services May 2014 - July 2015
Argopoint LLC October 2013 - February 2014
Boston University July 2013 - October 2013
Essence Securities Co., Ltd June 2011 - August 2011
Bank of China June 2009 - August 2009
Skills
Excel, Microsoft Office, Stata, Microsoft Excel, PowerPoint, Credit, Base SAS Certified, Public Speaking, Finance, Data Analysis, Analysis, Economics, Community Outreach, Financial Analysis, Nonprofits, Statistics, Business Analysis
Education
Boston University 2011 — 2012
master, economics
Cambridge College 2010 — 2011
BS, business management
Shandong University of Science and Technology 2007 — 2009
Bachelor's degree, International Business
undisclosed May 2014 - Present
Beacon Health Strategies June 2013 - March 2014
Dell 2005 - 2012
Dell Inc 1999 - 2005
State Street Global Advisors 1998 - 1999
John Hancock Financial Services 1993 - 1997
Various businesses 1980 - 1991
Education
Thunderbird School of Global Management
MBA, Finance, General
Florida International University
MA, Teaching English as a Second Language
Bates College
Bachelor's degree, History
Boston Latin
State Street Global Advisors March 2015 - Present
Putnam Investments September 2014 - March 2015
Amherst College September 2010 - May 2014
Colliers International Boston June 2013 - August 2013
New England Select Lacrosse League June 2009 - August 2013
Northwestern Mutual July 2012 - February 2013
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.)
Deerfield Academy 2006 — 2010
American Well May 2015 - Present
American Well August 2013 - Present
Eze Software Group December 2010 - August 2013
Eze Castle Software October 2009 - December 2010
Bates College Advancement September 2006 - May 2009
Wellington Management Co. LLP June 2008 - August 2008
State Street Global Advisors June 2007 - August 2007
Education
Bates College 2005 — 2009
B.A., Political Science, Economics, Spanish
Bates College 2005 — 2009
2009B.A, Political Science
Pingree 2001 — 2005
Universidad Compultense
Data Intensity, LLC February 2015 - Present
Quintiles November 2013 - Present
Oracle October 2010 - November 2013
Phase Forward May 2009 - October 2010
HiWired, Inc March 2008 - November 2008
State Street Global Advisors June 2005 - March 2008
Tufts Health Plan October 2001 - June 2005
Deloitte Consulting January 1998 - September 2001
Skills
B2B, Cross-functional Team..., Forecasting, Strategy, Business Planning, Account Management, SaaS, Management, Program Management, Project Management, Security, CRM, Start-ups, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2008
MBA, Marketing Concentration
Babson College 1993 — 1997
BS, Entrepreneurial Studies
True Bearing Inc. May 2015 - Present
BlackRock April 2012 - April 2015
State Street Global Advisors July 2010 - January 2012
Morgan Stanley April 2007 - February 2009
Citigroup December 2006 - April 2007
Investors Bank & Trust March 2005 - December 2006
Northwestern Mutual January 2004 - December 2004
Skills
Fixed Income, Equities, Capital Markets, Derivatives, Public Speaking, Microsoft Excel, Bloomberg Terminal, Electronic Trading, Hedge Funds, Sales Presentations, Strategy, Salesforce.com, Finance, Management, Alternative Investments, Asset Management, SaaS, Social Media, Investments, Mutual Funds, Financial Analysis, Direct Sales, Decision Analysis, Marketing Research, Business Strategy, Creative Problem Solving, Strength Training, Series 7, Philanthropy, Investment Management, Portfolio Management, Excel, Investment Strategies, Analysis
Education
California State University-Sacramento 1999 — 2004
BS, Major in Finance minor in Economics
American River College 1999 — 2002
Associates, General Education
State Street March 2012 - Present
State Street Global Advisors November 2009 - March 2012
State Street Global Advisors October 2004 - November 2009
State Street Global Advisors January 2003 - October 2004
State Street Global Advisors March 1997 - January 2003
Synetics October 1995 - March 1997
Raytheon August 1989 - October 1995
Raytheon June 1986 - September 1989
Skills
SDLC, Financial Services, Portfolio Management, Process Improvement, Product Management, Risk Management, Project Management, Program Management, IT Strategy, PMP, Change Management, Quality Assurance, Requirements Analysis, Outsourcing, Project Portfolio..., Software Project..., Disaster Recovery, Software Development, PMO, Business Process..., Requirements Gathering
Education
Babson College 1988 — 1993
MBA, Business
Springfield College 1982 — 1986
BS, Math/Computer Science
Greenberg Traurig, LLP August 2013 - Present
Black Srebnick Kornspan & Stumpf, PA September 2010 - July 2013
InnerWorkings Consulting May 2009 - August 2010
Akerman Senterfitt 2005 - 2009
Liberty Power Corp 2006 - 2007
South Florida Paralegal Assoc. 2002 - 2004
Kozyak Tropin & Throckmorton 2001 - 2004
Latin Venture 2000 - 2001
State Street Global Advisors 1999 - 2000
Babson College 1999 - 2000
Skills
Public Relations, Social Media, Marketing Communications, Corporate Communications, Social Media Marketing, Marketing, Strategic Planning, Strategic Communications, Business Development, Civil Litigation, Intellectual Property, Corporate Law, Licensing, CRM, Leadership, Management, Joint Ventures, Commercial Litigation, Trademarks, Document Review, Trials, Legal Research, Litigation, Litigation Support, Westlaw, Legal Writing, Product Liability, Bankruptcy, Criminal Law, Legal Assistance, Criminal Defense, Appeals, White Collar Criminal...
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, International Marketing, cum laude
Georgetown University
BS, Russian, Minor: Government
Westwood High School
Westwood, Massachusetts
State Street Global Advisors August 2012 - Present
The Royal Bank of Scotland N.V. January 2010 - August 2012
Wellington Management Company March 2007 - June 2009
Standish Mellon Asset Management September 2005 - September 2006
Standish Mellon Asset Management January 1998 - August 2005
Standish Mellon Asset Management May 1994 - January 1998
Interac September 1990 - January 1994
State Street Bank September 1988 - June 1990
Skills
Compliance, Due Diligence, Asset Management, Financial Risk, Investments, Portfolio Management, Mutual Funds, Banking, Derivatives, AML, Trading, Investment Management, Corporate Governance, Insurance, Contract Negotiation, Asset Allocation, Internal Audit, Securities, Fixed Income, Asset Managment
Education
Boston University 1995 — 1998
Master of Business Administration, Management Communication
Providence College 1984 — 1988
BA, Economics, Languages
Kansai University of International Studies 1986 — 1987
Japanese
Fairfield College Preparatory School 1981 — 1984
State Street Global Advisors November 2014 - Present
State Street January 2013 - October 2014
State Street October 2011 - January 2013
State Street June 2010 - October 2011
State Street June 2009 - August 2009
Skills
Financial Analysis, Fixed Income, Mutual Funds, Fund Accounting, Bloomberg, Equities, Derivatives, Risk Management, Management, Microsoft Excel, Account Reconciliation, Corporate Actions, Defined Benefit, Banking, Team Leadership, Pricing, Accounting, Accruals, Microsoft Office
Education
Assumption College 2007 — 2010
Bachelor of Science (BS), Economics
Boston Latin School 2001 — 2006
High School
Dassault Systemes April 2012 - Present
Coloci Inc. 2011 - March 2012
State Street Global Advisors January 2008 - December 2010
State Street Global Advisors 2002 - 2007
Fundpeek Inc 2002 - 2002
Yantra Corp 2000 - 2002
Fidelity Investments 1996 - 2000
Keane Inc 1995 - 1996
Infosys 1993 - 1995
Skills
Fixed Income, Investment Strategies, Analytics, Financial Markets, Equity Trading, Risk Analysis, Equity Derivatives, Financial Technology, Business Intelligence, Product Management, IT Strategy, Fixed Income Analysis, Advanced Analytics, Enterprise Software, Strategy, Start-up Ventures, SaaS, Product Development, Start-ups, Competitive Analysis, Strategic Partnerships, Go-to-market Strategy, Portfolio Management, Business Strategy, Enterprise Architecture, Analysis, Pre-sales, Financial Services, Equities, Capital Markets, Valuation, Investments, E-commerce, Risk Management
Education
Babson College 1997 — 2003
MBA, Finance, Entrepreneurship
Indian Institute of Technology, Bombay 1989 — 1993
Bachelor of Technology, Electrical Engineering
Colvin Taluqadars College 1977 — 1989
High School+2, Maths, Physics
Essex Investment Management February 2009 - Present
The Journal of Environmental Investing December 2011 - Present
Energy + Environment Foundation August 2008 - Present
State Street Global Advisors March 1998 - December 2008
Wellington Management February 1994 - March 1998
Fidelity Investments Institutional Services 1993 - 1994
State Street Research and Management Co. 1989 - 1991
MFS Investment Management 1986 - 1987
Skills
Investment Management, Asset Managment, Environmental Investing, ESG, Clean Energy..., Cleantech, New Energy, SRI, Sustainable Energy, Energy, Investments, Sustainability, Equities, Strategy, Asset Management, Investment Strategies, Portfolio Management, Trading, Renewable Energy, Climate Change
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA
Boston University 1983 — 1986
BA
Hobart and William Smith Colleges 1982 — 1983
Tabor Academy 1979 — 1982
HS
State Street Global Advisors January 2003 - Present
State Street Global Advisors (SSgA) 2003 - Present
Skills
Access, Marketing Strategy, Financial Services, Social Media Marketing, Direct Marketing, Email Marketing, CRM, Public Speaking, Business Analysis, Analytics, Database Marketing, Microsoft Office, Data Analysis, New Business Development, Microsoft Word, Marketing Communications, Business Intelligence, SaaS, Management, Product Management, Business Strategy, PowerPoint, Fundraising, Vendor Management, Strategic Planning, Equities, Salesforce.com, Asset Managment, Lead Generation, Analysis, Series 63, Marketing, Relationship Management, Project Management, Process Improvement, Event Planning, Mutual Funds, SQL, Leadership, Customer Service, Microsoft Excel, Competitive Analysis, Event Management, Integrated Marketing, Sales, Social Media, Training, Product Marketing, Budgets, Market Research
Education
Anna Maria College 2000 — 2002
Masters
Anna Maria College 1996 — 2000
BS
State Street Global Advisors May 2013 - Present
State Street Global Advisors July 2011 - May 2013
Skills
Series 63, Alternative Investments, Series 7, Microsoft Office, Outlook, Sales, Relationship Management, Customer Service, ETFs, Money Market Funds, Cash Management, Institutional Sales, Business Planning, Portfolio Management, Investments, Equities
Education
Assumption College 2007 — 2011
Management, Business
Assumption College 2007 — 2011
Bachelor of Business Administration (BBA)
SCS Financial July 2015 - Present
RBS Citizens May 2014 - July 2015
State Street Bank June 2011 - May 2014
NEPC 2007 - 2010
Bear Stearns 2003 - 2007
Putnam Investments 2001 - 2003
State Street Global Advisors July 1997 - February 2001
Skills
Alternative Investments, Hedge Funds, Due Diligence, Prime Brokerage, Fund Of Funds, Private Equity, Venture Capital, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA/MSF, Finance
Bates College 1993 — 1997
BA, Economics
ABRHS 1989 — 1993
State Street Global Advisors February 2013 - Present
State Street Global Advisors June 2010 - February 2013
Skills
Asset Management, Customer Service, Equities, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Public Speaking
Education
Austin College 2006 — 2010
Bachelor's Degree, Business Administration
Nuveen Investments January 2011 - Present
FAF Advisors October 2009 - January 2011
State Street Global Advisors May 2008 - January 2009
Pioneer Investments April 2006 - May 2008
Pioneer Investments November 2003 - April 2006
Cerulli Associates April 1999 - October 2002
Fidelity Investments June 1998 - April 1999
MFS Investment Management 1990 - 1998
Skills
Competitive Analysis, Investments, Financial Services, Strategy, Series 7, Mutual Funds, Business Strategy, Consulting, Asset Management, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1997
MBA, Finance, Research, and Strategic Planning
Florida State University 1987 — 1989
BS, Management
Clearwater High
Massachusetts Institute of Technology 2011 - Present
Wellington Management 2006 - 2011
State Street Corporation 2003 - 2006
State Street Corporation 2001 - 2003
State Street Global Advisors 1999 - 2001
Fleet Financial Group 1998 - 1999
Prudential Realty Group 1981 - 1986
Equitable Life Assurance Society of America 1980 - 1981
Skills
Procurement, Global Sourcing, Vendor Management, Risk Management, Strategic Sourcing, Management, Change Management, Sourcing, Business Development, Business Strategy, Leadership, Mergers & Acquisitions, New Business Development, Entrepreneurship, Portfolio Management
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance and Real Estate
Bates College 1973 — 1977
BA, Mathematics and Sociology
State Street Global Advisors January 2015 - Present
State Street October 2009 - January 2015
MFS Investment Management September 1999 - December 2008
MFS Investment Management November 2000 - September 2003
MFS Investment Management September 1999 - November 2000
Skills
Asset Management, Investments, Capital Markets, Mutual Funds, Financial Markets, Bloomberg, Equities, Excel, PowerPoint, Word, Risk Management, Financial Analysis, Microsoft Office, Fixed Income, Research, Trading, Finance, Investment Management
Education
Boston University Graduate School of Management 2007 — 2008
MS, Master of Science in Investment Mgmt
Bates College 1995 — 1999
BA, Psychology
State Street Global Advisors 1998 - 2013
Putnam Investments 1992 - 1998
Fidelity Investments 1984 - 1992
Skills
Fixed Income, Bonds, Pensions, Equities, Asset Managment, Hedge Funds, Alternative Investments, Mutual Funds, Investments, Bloomberg, Investment Management, Asset Allocation, Portfolio Management, Investment Strategies, Securities, Asset Management, Due Diligence, Relationship Marketing, ETFs, Capital Markets, Professional Mentoring, Client Development, Business Relationship..., Investment Advisory, Derivatives, Financial Services, Series 63, Financial Markets, Fund Of Funds
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Boston College
BA, Economics
CamberView Partners, LLC January 2014 - Present
State Street Global Advisors 2001 - Present
Education
Roger Williams University 1988 — 1992
Babson College - Franklin W. Olin Graduate School of Business
MBA
Manulife Asset Management April 2010 - Present
State Street Global Advisors January 2001 - July 2010
Babson Capital Management 1997 - 2001
Skills
Fixed Income, Asset Management, Investments, ALM, Business Development, Currency, Emerging Markets, Investment Management, Investment Strategies, Portfolio Management, Product Management, Strategy, Capital Markets, Hedge Funds, Valuation, Alternative Investments, Bloomberg, Equities, Mutual Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA
Bryant University 1993 — 1997
Bachelor of Science, Finance
State Street Global Advisors September 2006 - Present
State Street Global Advisors 2001 - 2006
Skills
Equities, Fixed Income, Asset Management, Investments, Relationship Management, Asset Allocation, Series 7, Financial Services, Series 63, Investment Management, Investment Strategies, FINRA, Mutual Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA
Colby College 1997 — 2001
Bachelor of Arts (B.A.), Biochemistry & Spanish
State Street Global Advisors 2013 - Present
Fidelity Investments 2012 - 2012
Career Sabbatical 2009 - 2011
Putnam Investments 1999 - 2009
The Hartford 1997 - 1999
Mastech 1994 - 1997
FEXCO 1989 - 1994
Education
Institute of Technology, Tralee
Computer Science
Boston Business Journal February 2015 - June 2015
TD Garden November 2008 - February 2015
Experience Sports May 2008 - November 2008
Fidelity Investments March 2006 - May 2008
Monster.com 2000 - 2006
State Street Global Advisors 1997 - 1998
McDermott/O'neill 1994 - 1996
Skills
Event Planning, Contract Negotiation, Budgets, Broadcast, Research, Sponsorship, Integrated Marketing, Brand Management, Advertising, Social Media Marketing, Social Media, Public Relations, Strategy, Event Management, Marketing, Sales, Marketing Communications, Marketing Strategy
Education
Boston College 1996 — 1997
Master's degree, Higher Education/Higher Education Administration
American University
Bachelor’s Degree, Communications, Law, Economics, & Government
State Street Global Advisors 2004 - Present
Independent 2001 - 2004
Kingsbury Wax Bova 1998 - 2001
Putnam Investments 1996 - 1998
CBS Inc. 1988 - 1996
Skills
Asset Management, Relationship Management, Financial Analysis, Investments, Financial Services, Fixed Income, Hedge Funds, Portfolio Management, Mutual Funds, Equities, Asset Allocation, Asset Managment, Fiduciary Services
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
University of Massachusetts at Lowell
B.S. Accounting
Loomis, Sayles & Company May 2014 - Present
Janus Capital Group November 2012 - April 2014
Lee Munder Capital Group October 2008 - November 2012
Pioneer Investments August 2005 - September 2008
Blackrock January 2005 - July 2005
State Street Research March 1998 - January 2005
State Street Global Advisors August 1995 - February 1998
Education
Bates College 1991 — 1995
BA, Russian and Economics
Masconomet High School
State Street Global Advisors May 2005 - Present
Dataware Solutions Inc August 2000 - May 2005
Datec Corp January 1999 - August 2000
Crompton Greaves November 1996 - December 1998
CDAC February 1995 - November 1996
Skills
SDLC, Market Data, Agile Methodologies, Requirements Analysis, Software Project..., Data Warehousing, Business Analysis, Project Portfolio..., Web Services, Java Enterprise Edition, SOA, Visio, Requirements Gathering, Unix, Integration, Program Management, Software Development, Business Intelligence, Vendor Management, Business Requirements, Oracle, Agile Project Management, Data Modeling, Business Process, Financial Services, Enterprise Architecture, IT Strategy, PMO, Solution Architecture, XML, ITIL
Education
Massachusetts School of Professional Psychology 2009 — 2010
GCEC, Organizational Development, Leadership Development, Executive Coaching
National Center for Software Technology 1994 — 1995
PGDST, Software Engineering
Barkatullah Vishwavidyalaya 1990 — 1994
SATI 1990 — 1994
BE, Electronics & Instrumentation
Christ jyoti 1978 — 1990
Bachelor of Engineering (B.E.), Electronics & Instrumentation Engineering
harvard extension
Hartford Investment Management 2006 - August 2014
State Street Global Advisors June 2005 - September 2006
State Street Global Advisors March 2004 - June 2005
State Street Global Advisors September 1996 - March 2004
State Street Global Advisors March 1994 - September 1996
Brown Brothers Harriman November 1992 - March 1994
State Street Bank & Trust July 1990 - November 1992
Skills
Equities, Investments, Portfolio Management, Asset Allocation, Trading, Risk Management, Mutual Funds, Valuation, Emerging Markets, ETFs, Financial Services, Asset Management
Education
Babson College 1997 — 2001
MBA
Bentley University 1986 — 1990
Finance & Economics
ANC 1983 — 1986
State Street Global Advisors July 2006 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2009
MBA
The University of Kansas 1995 — 1999
BS, Business
Standish Mellon Asset Management October 2010 - Present
State Street Global Advisors September 2008 - October 2010
KDP Investment Advisors November 1998 - September 2008
Education
Babson College 1983 — 1984
BS, Finance
OppenheimerFunds May 2013 - Present
Natixis Global Asset Management 2012 - May 2013
Almanac Capital Management May 2007 - May 2012
State Street Global Advisors 2003 - 2007
Skills
Risk, Alternative Investments, Commodity, Hedge Funds, Portfolio Management, Mutual Funds, Asset Management, Bloomberg, Investments, Derivatives, Finance, Asset Allocation, Equities, Equity Research, Financial Analysis, Financial Modeling, Financial Risk, Fixed Income, Investment Strategies, Commodity Markets
Education
Babson College 1999 — 2003
Manulife Asset Management 2009 - Present
State Street Global Advisors 2005 - 2008
State Street Research 2004 - 2005
Standish Mellon Asset Management 2000 - 2004
Skills
Management, Alternative Investments, Asset Allocation, Investment Management, Relationship Management, Pensions, Mutual Funds, Investments, Fixed Income, Persuasive Presentations, Asset Managment, Asset Management
Education
CFA Institute 2005 — 2008
CFA, Finance
Assumption College 1993 — 1997
BA, Economics
LMCG Investments June 2007 - Present
State Street Global Advisors October 1994 - June 2007
SSgA 1996 - 2007
Skills
Alternative Investments, Investment Management, Asset Management, Investments, Equities, Fixed Income, Investment Strategies, Asset Allocation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
MBA
Bates College 1987 — 1991
Bachelor of Arts (B.A.), International Relations and Affairs
State Street Global Advisors August 2003 - Present
Skills
Agile Methodologies, SQL, Unix, SDLC, C#, Requirements Analysis, Software Project..., Java Enterprise Edition, Business Analysis, Microsoft SQL Server, Oracle, Weblogic
Education
New Jersey Institute of Technology 2002 — 2004
MS, computer science
Bangalore University 1996 — 2000
computer science
University of Texas at Dallas - Naveen Jindal School of Management
University of Texas at Dallas - Naveen Jindal School of Management
Ventiv Technology October 2008 - Present
Chamberlain Consulting January 2007 - December 2008
State Street Corp - Investment Manager Solutions November 2007 - May 2008
Crescendo Consulting Solutions 2007 - 2008
State Street Global Advisors February 2007 - October 2007
British American Tobacco plc (London) 2003 - 2004
British American Tobacco - Australia 2001 - 2003
KPMG Australia 1997 - 2001
Angus & Coote Pty Ltd 1996 - 1997
Hanover Insurance 1989 - 1994
Skills
Program Management, PMO, Software Project..., Consulting, Project Portfolio..., Business Analysis, Training, Vendor Management, Enterprise Software, Change Management, SDLC, Business Process..., PMP, Project Management, Process Improvement, Requirements Analysis, Management, Coaching, IT Strategy, Risk Management, Project Delivery, Analysis, Business Process, Agile Methodologies, Visio, IT Management, Software Development, Requirements Gathering, Integration, Strategic Planning, Cross-functional Team..., Business Intelligence, CRM, Strategy, Healthcare Information..., Health Insurance, Manufacturing, Cloud Computing
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
University of Massachusetts Lowell 1979 — 1981
BS
Cape Cod Community College 1977 — 1979
Associates
State Street Global Advisors December 2014 - Present
State Street Bank and Trust Co, NA January 2009 - December 2014
State Street Bank and Trust Co of California, NA January 2009 - December 2014
State Street Bank July 2008 - December 2014
Elkins McSherry January 2010 - December 2013
Pioneer Investments January 2001 - July 2008
Harvard Management Company 1996 - 2001
Skills
Portfolio Management, Enterprise Risk..., Financial Risk, Mutual Funds, Risk Management, Hedge Funds, Securities, Alternative Investments, Fixed Income, Series 7, Bloomberg, Credit Risk, Mergers, Insurance, Equities, Derivatives, Asset Management, Financial Services, Operational Risk..., Investments
Education
Baylor University - Hankamer School of Business 1995 — 1996
Masters in International Management, International Business
The Citadel 1985 — 1989
BSBA, Business Administration
Daintree Advisors LLC 2010 - Present
The Boston Company 2001 - 2009
Mellon Growth Advisors 2001 - 2003
State Street Global Advisors 1998 - 2001
Alex. Brown & Company 1996 - 1998
Skills
Wealth Management, Investments, Alternative Investments, Equities, Equity Research, Hedge Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
Wheaton College 1986 — 1990
BA
Wipro September 2012 - Present
Wipro Technologies November 2008 - July 2012
State Street Global Advisors November 2008 - July 2012
Consultant at State Street through Wipro September 2007 - October 2008
Wipro Technologies October 2003 - August 2006
Span Systems Corporation November 2000 - July 2003
Kirloskar Toyoda Textile Machinery 1997 - 2000
Skills
Software Project..., Global Delivery, Solution Architecture, Requirements Analysis, SDLC, Requirements Gathering, PMO, Agile Methodologies, Vendor Management, IT Strategy, Integration, Enterprise Architecture, Project Delivery, Resource Management
Education
B. M. S. College of Engineering 1993 — 1997
Bachelor of Engineering (BE), Mechanical Engineering
Holy Saint English School, SBM Colony 1980 — 1987
Holy Saint English School, SBM Colony
State Street Global Advisors 2007 - Present
Skills
Equities, Mutual Funds, Fixed Income, Financial Services, Relationship Management, Securities, Bloomberg, Investment Management, Alternative Investments, Asset Management, Hedge Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2006
University of Vermont 1996 — 2000
State Street Global Advisors 2007 - Present
State Street Global Advisors 2005 - 2007
State Street Global Advisors 2001 - 2005
State Street Global Advisors 1997 - 2001
State Street Bank June 1994 - 1997
Skills
Investment Operations, Process Improvement, Equities, Lean Management, Lean Thinking, Financial Services, Financial Markets, Financial Audits, Account Reconciliation, Management, International..., Microsoft Excel, Investments, Portfolio Management, Derivatives, Fixed Income, Valuation
Education
Babson College 1990 — 1994
BS, Accounting
Wachovia Bank March 2003 - Present
Evergreen Investments March 2003 - March 2007
State Street Global Advisors April 1998 - October 2003
Education
American InterContinental University 2004 — 2006
Associates, Business Administration
AARP April 2012 - Present
PHH Arval May 2011 - February 2012
State Street Global Advisors July 2008 - May 2011
Verizon Business July 2007 - June 2008
Education
Andhra University
AllianceBernstein 2010 - Present
AllianceBernstein 2009 - 2010
State Street Global Advisors 2006 - 2008
State Street Global Advisors 2005 - 2006
Bates White, LLC 2003 - 2004
Skills
Applied Econometrics, Asset Pricing, Backtesting, Bayesian methods, Buy-side, Data Management, Econometrics, Economic Research, Electronic Trading, Equity Trading, Factor Analysis, Financial Modeling, Fixed Income Trading, Industrial Organization, Investment Strategies, Liquidity, Market Data, Market Microstructure, Mathematics, Multivariate Analysis, Performance Attribution, Portfolio Management, Portfolio Optimization, Predictive Modeling, Probability Theory, Quant, Quantitative Analysis, Quantitative Finance, Quantitative Research, Relative Value, Research, Robust, Statistical Arbitrage, Statistical Modeling, Statistical Programming, Survival Analysis, Time Series Analysis, Trading Strategies, Trading Technology, Quantitative Investing, Quantitative Analytics, Equity Derivatives, Fixed Income, Financial Markets, Options, Hedge Funds, Trading Systems, Derivatives, Proprietary Trading, Valuation
Education
University of Wisconsin-Madison 1998 — 2003
PhD, Economics
Indiana University Bloomington 1994 — 1998
MA, Economics
Indiana University Bloomington 1994 — 1998
MA, Mathematics
Bashkir State University 1988 — 1993
Diploma with Honors, Mathematics
Wellington Management March 2013 - Present
Wellington Management August 2011 - March 2013
O'Brien Management July 2010 - July 2011
State Street Global Advisors February 2009 - July 2010
State Street Global Advisors June 2008 - January 2009
Skills
Equities, Bloomberg, Financial Modeling, Valuation, Fixed Income
Education
Boston University 2013 — 2015
Master of Arts (MA), Economics
Bates College 2004 — 2008
BA, Double Major in Economics & Politics
The American University in Cairo
State Street Global Advisors July 2013 - Present
State Street Global Advisors April 2010 - June 2013
MetLife Home Loans, a Division of MetLife Bank, N.A. 2008 - May 2010
Money Concepts June 2008 - August 2008
Skills
Portfolio Management, Mutual Funds, Finance, Real Estate, Investments
Education
Boston University Questrom School of Business 2011 — 2014
MBA, Finance
Bates College 2004 — 2008
Bachelor of Arts, Chinese/Economics
St. George's School 2000 — 2004
Graduate
Millennium Group Inc. 2009 - 2011
Wellington Management 2008 - 2008
State Street Global Advisors 2000 - 2008
Federated Investors 1998 - 2000
Skills
Mutual Funds, Leadership, Financial Analysis, Equities, Financial Services, Investments, Portfolio Management, Customer Service, Asset Management, Team Building, Risk Management, Relationship Management, Strategic Planning
Education
Assumption College 1991 — 1997
Credit Suisse August 2010 - Present
PAREXEL International January 2010 - August 2010
State Street Global Advisors March 2005 - April 2009
State Street 2006 - 2009
State Street 1991 - 2009
State Street 1999 - 2006
State Street September 2002 - March 2005
State Street December 1991 - September 2002
Skills
Organizational..., Employee Relations, Leadership Development, Change Management, Employee Engagement, Personnel Management, Human Resources, Performance Management, Recruiting, Organizational..., Workforce Planning, Team Building
Education
Babson College
BS, Management and Organizational Behavior
Babson College
State Street Global Advisors 2008 - 2013
Morley Fund Management 2005 - 2008
State Street Research 2003 - 2005
Fleet Boston Financial Group August 1999 - August 2003
US House of Representatives August 1991 - August 1997
Skills
Credit, Fixed Income, Investments, Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance, General
Bates College
BA
Quantitative Management Associates LLC October 2007 - Present
State Street Global Advisors 2001 - 2007
Fidelity Investments June 1991 - December 2000
Skills
Alternative Investments, Asset Management, Hedge Funds, Equities, Fixed Income, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Investment Management
Education
Arizona State University
State Street Global Advisors July 2006 - Present
Skills
Fixed Income, Mutual Funds, Equities, Bloomberg, Alternative Investments, Financial Services, Hedge Funds
Education
Bates College 2002 — 2006
BA, Economics
State Street Global Advisors February 2015 - Present
State Street Global Advisors June 2014 - February 2015
State Street Global Advisors July 2012 - May 2014
State Street Global Advisors June 2008 - June 2012
State Street Global Advisors January 2008 - May 2008
Skills
Mutual Funds, Fixed Income, Equities, Investments, Bloomberg, Series 7, Hedge Funds, Asset Management, Alternative Investments, Series 63, Portfolio Management, Securities, Asset Allocation, Financial Analysis, Financial Services, ETFs, Microsoft Excel, Capital Markets, Financial Modeling, Derivatives, Public Speaking, Market Research, Management, Marketing, Project Management, Valuation, Marketing Strategy, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Northeastern University 2011 — 2012
Certificate of Advanced Study in Management
Bates College 2003 — 2007
Bachelor of Arts (BA), English Language and Literature
Portsmouth Abbey 1999 — 2003
State Street Global Markets November 2006 - Present
State Street Global Advisors December 1997 - December 2006
State Street Securities Finance January 1995 - November 1997
Skills
Bloomberg, Performance Attribution, Portfolio Management, Middle Office, Fund Accounting, Equities, Derivatives, Asset Managment, Corporate Actions, Investment Strategies, Currency, Series 7, ETFs, Investment Management, Securities Lending
Education
Babson College 1989 — 1993
BS, Accounting, Finance
Suffolk University - Sawyer Business School 1999 — 2003
MBA, Finance
Wipro March 2015 - Present
GuruCul Solutions July 2014 - March 2015
Wipro Technologies October 2010 - July 2014
State Street Global Advisors October 2010 - July 2014
Starmark Services Pvt. Ltd. June 2007 - September 2010
Skills
Web Services, Struts, Java Enterprise Edition, Spring, Hibernate, Java, JSP, Requirements Analysis, Microsoft SQL Server, .NET, Unix, JavaScript, Agile Methodologies, XML, ClearCase, ASP.NET, PL/SQL, Core Java, Oracle, Servlets, Tomcat, Weblogic, SOA, JMS, Software Project...
Education
Bangalore University 2003 — 2007
Master of Computer Applications (MCA), Computer Science
Kendriya Vidyalaya
Health Advances March 2013 - Present
State Street Global Advisors May 2007 - March 2013
State Street Global Advisors December 2009 - April 2012
State Street Global Advisors July 2008 - December 2009
State Street Global Advisors May 2007 - July 2008
Skills
Interpersonal..., Problem Solving, Coordinating Meetings, Administrative..., Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Event Planning, Training, Outlook, Microsoft Word
Education
Regis College 2014 — 2015
Master’s Degree, Health/Health Care Administration/Management
Assumption College 2004 — 2008
2008 Bachelor of Arts, Organizational Communication
University of Richmond
Italian Studies
Cognizant Technology Solutions June 2014 - Present
State Street Global Advisors June 2013 - May 2014
Brandywine Asset Management August 2011 - August 2012
Brunello Cucinelli November 2009 - August 2011
Janney Montgomery Scott April 2009 - November 2009
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Valuation, Bloomberg, Asset Management, Equity Research, Financial Markets, Investments, Portfolio Management, Trading, Private Equity, Equity Valuation, Emerging Markets, Financial Modeling, Derivatives, Options, Fixed Income, Investment Management, Investment Strategies, Commodity, Finance, Asset Allocation, Bonds, Financial Analysis, Bloomberg Terminal
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
The University of Connecticut
Bachelor of Arts, Economics
Altium Wealth Management, LLC March 2014 - February 2015
Altium Wealth Management, LLC March 2013 - March 2014
State Street Global Advisors May 2011 - January 2013
State Street Global Advisors June 2010 - August 2010
Worcester Art Museum January 2010 - May 2010
White Light Advertising June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Fixed Income, Mutual Funds, Outlook
Education
Fairfield University 2013 — 2015
Masters of Arts, Communication
Assumption College 2007 — 2011
Bachelor of Arts (B.A.), Organizational Communication
Cognizant Technology Solutions February 2013 - Present
State Street Global Advisors February 2011 - January 2013
State Street January 2010 - February 2011
State Street May 2009 - January 2010
State Street January 2009 - April 2009
State Street April 2008 - December 2008
State Street October 2007 - March 2008
State Street November 2005 - September 2007
Skills
Requirements Analysis, SDLC, Databases, Java Enterprise Edition, Sybase, JSP, CRM, Agile Methodologies, Java, Struts, HP Quality Center, SQL
Education
Birla Institute of Technology and Science, Pilani 2005 — 2008
MS, Software Engineering
Avinashilingam Institute for Home Science and Higher Education for Women 2002 — 2005
Bachelor's degree, Mathematics and Physics
Susan H. Murphy Communications July 1994 - Present
State Street Global Advisors December 1989 - July 1994
Constitution Capital Management January 1983 - November 1989
Education
Bates College 1979 — 1983
B.A. English
Salo LLC March 2015 - Present
Laurie Rossin July 2013 - Present
Doherty Employer Services September 2002 - June 2013
US Bank May 2000 - December 2001
State Street Global Advisors March 1998 - May 2000
Universal Pensions January 1995 - February 1998
Skills
Human Resources, HRIS, Pension Administration, Retirement Benefits, Retirement Plan..., 401k, Benefits Management, Software Solutions, Client-centric, Process Improvement, Management, Deferred Compensation, Team Building, Public Speaking, Training, Leadership, CRM, Customer Service, Organizational...
Education
Augsburg College 1985 — 1987
Bachelor of Business Administration (BBA), Business Administration and Management, General
Concordia College, St. Paul MN
English and Music
UpToDate January 2015 - Present
The NPD Group January 2014 - December 2014
The NPD Group June 2012 - December 2013
IDC September 2010 - June 2012
Focus Data Inc. June 2007 - July 2010
State Street Global Advisors June 2008 - August 2009
Skills
Customer Service, Market Research, Competitive Analysis, Data Analysis, Microsoft Excel, PowerPoint, Online Research, Microsoft Office, Market Analysis, Social Media, Marketing Research, Qualitative Research, Competitive Intelligence, Quantitative Research, Salesforce.com, Analytics
Education
Babson College 2006 — 2010
Business Management, Global Business Management
Trinity College Dublin 2008 — 2009
Study Abroad, BESS: Business, Economics and Social Sciences
Assumption College Office of Public Affairs January 2011 - Present
Assumption College September 2007 - Present
Assumption College Information Technology Center September 2007 - Present
State Street Global Advisors June 2010 - August 2010
Worcester Art Museum January 2010 - May 2010
White Light Advertising June 2009 - August 2009
Polo Ralph Lauren June 2005 - August 2007
Education
Assumption College 2010 — 2011
B.A, Communications
Assumption College
Bachelor of Arts, Organizational Communications
State Street Global Advisors 2006 - Present
State Street Global Advisors 2003 - 2006
Teradyne 1998 - 2002
Skills
Alternative Investments, Fixed Income, Equities, Asset Management, Investment Strategies, Investment Management, Derivatives, Securities, ETFs, Bloomberg
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2003
MBA
Boston College 1994 — 1998
BS, Finance; Operations & Strategic Management
State Street Global Advisors February 2011 - Present
State Street Global Advisors April 2005 - June 2010
Bankers Trust/Deutsche Bank January 1994 - April 2005
Bankers Trust 1977 - 1993
Education
Adelphi University 1980 — 1985
Accounting
Income Research + Management October 2014 - Present
Income Research + Management May 2013 - October 2014
State Street Global Advisors July 2011 - May 2013
FinArc Investment Management September 2010 - December 2010
State Street June 2008 - May 2010
Skills
VBA, SQL
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA, Concentration in Finance and Investments
University of Massachusetts Dartmouth 2004 — 2008
Bachelor of Science, Business Management
Bond University
Semester Abroad
State Street Global Advisors April 2015 - Present
State Street Global Advisors 2011 - 2015
State Street Global Advisors 2008 - 2011
State Street Global Advisors August 2004 - 2008
State Street Global Advisors 2002 - 2004
State Street Global Advisors 1999 - 2002
Investors Bank and Trust Company 1997 - 1999
Skills
Investment Management, Management, Marketing, Sales, Asset Managment, Fixed Income, Series 7, Due Diligence, Investments, Mutual Funds, Securities, Hedge Funds, Private Equity, Finance, Capital Markets
Education
Suffolk University Law School 2000 — 2004
JD, with honors
Bates College 1993 — 1997
BA, Political Science
Athena Capital Advisors January 2014 - Present
Athena Capital Advisors January 2012 - Present
Lincoln Vale LLC April 2008 - December 2011
State Street Global Advisors September 2003 - April 2008
State Street October 1998 - September 2003
Pratt & Whitney July 1996 - August 1998
Skills
Financial Reporting, Finance, Financial Analysis, Budgets, General Ledger, Hedge Funds, Financial Modeling, Strategic Financial..., Managerial Finance, Accounting, Cash Flow, Alternative Investments, Asset Management, Private Equity, Investments, Financial Planning, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2002
MBA, Business
Babson College 1992 — 1996
BS, Finance, Investments & Economics
Northern Trust Asset Management October 2014 - Present
State Street Global Advisors 2007 - July 2013
Metropolitan Water Reclamation District Of Greater Chicago 2003 - 2007
Skills
Strategy, Management, Asset Management, Investments, Product Management, Leadership, Mutual Funds
Education
Ball State University 1999 — 2003
Bachelor of Science (BS), Corporate Finance / Bank Management
State Street Global Advisors 2008 - Present
Skills
Leadership, Asset Management, Governance, Vendor Management, SaaS, Financial Services, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Management Leadership
UMass Dartmouth
Economics / Finance
Colburn Hill Group February 2015 - Present
Connance February 2014 - January 2015
Connance April 2013 - February 2014
Salvum Group, LLC February 2013 - April 2013
State Street Global Advisors July 2012 - October 2012
Federal Street Advisors June 2011 - May 2012
Bard College February 2010 - May 2012
Auriel Capital Management June 2010 - July 2010
Rancatore's Ice Cream April 2008 - August 2008
Skills
Matlab, Python, MS Office Suite, Access, Unix, PF, Windows 7, Windows XP Professional, Microsoft SQL Server, SQL Server Management..., MySQL, SAS, Powershell, Windows 8, Digital Signal..., Microsoft Office, Research, Plato, Qualitative Research, Statistics
Education
Bard College 2008 — 2012
B.A, Mathematics; Applied Mathematics
Lexington High School 2003 — 2007
Southbank International School 2000 — 2003
Wellington Management February 2013 - Present
EMC Corporation June 2010 - February 2013
State Street Global Advisors May 2008 - June 2010
EMC Corporation January 2004 - May 2008
EMC Corporation January 1999 - January 2004
Skills
SAN, Clariion, NAS, NetApp, VMware
Education
Northeastern University 2003 — 2010
BSET Computer Engineering Technology
Boston University 2002 — 2003
Certificate, UNIX Administration
Northern Essex Community College 1997 — 1999
Associate of Science (AS), Computer Science
Arizona State University 1994 — 1995
Mechanical Engineering
Bentley University
Finance
Power Development International, LLC December 2014 - Present
Free Flow Power January 2013 - December 2014
Concentric Energy Advisors June 2004 - January 2013
State Street Global Advisors July 2000 - May 2004
State Street Global Advisors November 1997 - June 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
Master of Business Administration (MBA)
Union College 1994 — 1998
Bachelor of Arts (B.A.)
Needham High School
State Street Global Advisors August 2015 - Present
State Street September 2011 - August 2015
Skills
Mutual Funds, Equities, Securities, Financial Services, Fund Accounting, Accounting, Investments, Hedge Funds, Financial Reporting, Microsoft Excel, Tax Accounting
Education
Assumption College 2007 — 2011
Bachelor's degree, Economics
Institutional Asset Management December 2013 - Present
State Street Global Advisors February 2012 - December 2013
State Street Global Advisors 2003 - 2012
State Street Global Advisors 1998 - 2003
State Street Global Advisors 1996 - 1998
State Street Bank and Trust Co. 1994 - 1996
Skills
Asset Management, CRM, Alternative Investments, Fixed Income, Management, Sales, Hedge Funds, Investments, Financial Services, Equities, Portfolio Management, Asset Allocation, Mutual Funds, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), cum laude
Bridgewater State University 1989 — 1992
Bachelor of Science in Management, Finance Concentration