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
Employee
Years
Job
Industry
Winda Hampton, RHIA Winda Hampton, RHIA's State Street Global Advisors Experience September 2003 - September 2007
Job OR Medical Coder II
Industry Hospital & Health Care
Experience
Duke University Hospital March 2014 - Present
Carter & Associates 2007 - 2009
State Street Global Advisors September 2003 - September 2007
Z. Bavelloni USA, Inc. January 2003 - August 2003
Lawrence, Kamin, Sanders & Uhlenhop LLC 2002 - 2002
Heller Financial, Inc. 2001 - 2002
Cap Gemini Ernst & Young 1989 - 2001
Skills
Customer Service, Microsoft Word, Administrative..., Office Management, Outlook, Access, Nonprofits, Research, Fundraising, Event Planning, Microsoft Excel, Data Entry, Editing, Microsoft Office, PowerPoint, Administration, Office Administration, Time Management
Education
University of Alabama at Birmingham 2009 — 2013
Bachelor of Science (B.S.), Health Information Management
University of Phoenix
Associate of Arts
Duke University Hospital March 2014 - Present
Carter & Associates 2007 - 2009
State Street Global Advisors September 2003 - September 2007
Z. Bavelloni USA, Inc. January 2003 - August 2003
Lawrence, Kamin, Sanders & Uhlenhop LLC 2002 - 2002
Heller Financial, Inc. 2001 - 2002
Cap Gemini Ernst & Young 1989 - 2001
Skills
Customer Service, Microsoft Word, Administrative..., Office Management, Outlook, Access, Nonprofits, Research, Fundraising, Event Planning, Microsoft Excel, Data Entry, Editing, Microsoft Office, PowerPoint, Administration, Office Administration, Time Management
Education
University of Alabama at Birmingham 2009 — 2013
Bachelor of Science (B.S.), Health Information Management
University of Phoenix
Associate of Arts
Alexa DiMario Alexa DiMario's State Street Global Advisors Experience December 2014 - Present
Job Executive Assistant at State Street
Industry Public Relations and Communications
Experience
State Street Global Advisors December 2014 - Present
Joi Salon and Spa Escape July 2012 - Present
State Street Global Advisors March 2014 - December 2014
Best Buddies International September 2013 - May 2014
Capitol Securities Management Inc. September 2012 - May 2013
Rugged Races LLC May 2012 - September 2012
Jumpstart September 2010 - September 2012
Skills
Microsoft Office, Office Operations, Social Media, Customer Service, Great communications..., Events Coordination, Client Relations Skills, Office Administration, Team Management, Computer Proficiency, Nonprofits, Social Networking, Management, Sales, Cision, Event Management, Public Relations, Press Releases, Facebook, Fundraising, Recruiting, Social Media Marketing, Publicity, Marketing Communications, Media Relations, Community Outreach, Communication
Education
Suffolk University 2010 — 2014
Bachelor's degree, Public Relations
State Street Global Advisors December 2014 - Present
Joi Salon and Spa Escape July 2012 - Present
State Street Global Advisors March 2014 - December 2014
Best Buddies International September 2013 - May 2014
Capitol Securities Management Inc. September 2012 - May 2013
Rugged Races LLC May 2012 - September 2012
Jumpstart September 2010 - September 2012
Skills
Microsoft Office, Office Operations, Social Media, Customer Service, Great communications..., Events Coordination, Client Relations Skills, Office Administration, Team Management, Computer Proficiency, Nonprofits, Social Networking, Management, Sales, Cision, Event Management, Public Relations, Press Releases, Facebook, Fundraising, Recruiting, Social Media Marketing, Publicity, Marketing Communications, Media Relations, Community Outreach, Communication
Education
Suffolk University 2010 — 2014
Bachelor's degree, Public Relations
Chris Celi's State Street Global Advisors Experience June 2012 - August 2012
Job Risk Associate at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company May 2014 - Present
Gray Associates, Inc July 2013 - May 2014
State Street Global Advisors June 2012 - August 2012
Gray Associates June 2011 - September 2011
Congressman Ed Markey's Office December 2009 - January 2010
Skills
Economics, Microsoft Excel, Research, Statistics, Data Analysis, Macroeconomics, Foreign Exchange, Econometrics, Fixed Income, Investment Management, Bloomberg, R, Risk Analysis, Emerging Markets, ETFs, Sovereign Debt, Central Banks, Monetary Policy, Equities
Education
University of New Hampshire - Paul College of Business and Economics 2009 — 2013
B.S., Economics, Summa Cum Laude
University of New Hampshire 2009 — 2013
Minor, Philosophy
London School of Economics and Political Science 2011 — 2012
General Course, Philosophy, Economics
Loomis, Sayles & Company May 2014 - Present
Gray Associates, Inc July 2013 - May 2014
State Street Global Advisors June 2012 - August 2012
Gray Associates June 2011 - September 2011
Congressman Ed Markey's Office December 2009 - January 2010
Skills
Economics, Microsoft Excel, Research, Statistics, Data Analysis, Macroeconomics, Foreign Exchange, Econometrics, Fixed Income, Investment Management, Bloomberg, R, Risk Analysis, Emerging Markets, ETFs, Sovereign Debt, Central Banks, Monetary Policy, Equities
Education
University of New Hampshire - Paul College of Business and Economics 2009 — 2013
B.S., Economics, Summa Cum Laude
University of New Hampshire 2009 — 2013
Minor, Philosophy
London School of Economics and Political Science 2011 — 2012
General Course, Philosophy, Economics
David Cvengros's State Street Global Advisors Experience June 2015 - Present
Job CoHead of the Alternative Exposures Group
Industry Investment Management
Experience
State Street Global Advisors June 2015 - Present
Alternative Core Exposure Advisors LLC June 2013 - May 2015
Investcorp April 2011 - May 2013
Blackrock (Barclays Global Investors) February 2003 - December 2009
Blackrock (Barclays Global Investors) May 2002 - February 2003
Blackrock (Barclays Global Investors) December 1999 - May 2002
A WPP COMPANY (Kestnbaum Consulting) September 1997 - November 1999
John Nuveen and Company April 1991 - May 1995
Skills
Investments, Asset Managment, Alternative Investments, Hedge Funds, Equities, Fixed Income, Investment Strategies, Asset Allocation, Series 7, Investment Management, Product Management, Product Development, Product Marketing, Product Design, Marketing Strategy, Financial Market..., Marketing Communications, Defined Contribution, Defined Benefit, Endowments, Foundations, Product Launch, Sales Management, Business Strategy, New Business Development, Business Planning, Business Development, Pension Funds, CRM, Asset Management, Institutional..., Management, Portfolio Management, Strategy, Mutual Funds, Start-ups
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Accounting, and Marketing
University of Wisconsin-Madison 1986 — 1990
BA, Economics and English
State Street Global Advisors June 2015 - Present
Alternative Core Exposure Advisors LLC June 2013 - May 2015
Investcorp April 2011 - May 2013
Blackrock (Barclays Global Investors) February 2003 - December 2009
Blackrock (Barclays Global Investors) May 2002 - February 2003
Blackrock (Barclays Global Investors) December 1999 - May 2002
A WPP COMPANY (Kestnbaum Consulting) September 1997 - November 1999
John Nuveen and Company April 1991 - May 1995
Skills
Investments, Asset Managment, Alternative Investments, Hedge Funds, Equities, Fixed Income, Investment Strategies, Asset Allocation, Series 7, Investment Management, Product Management, Product Development, Product Marketing, Product Design, Marketing Strategy, Financial Market..., Marketing Communications, Defined Contribution, Defined Benefit, Endowments, Foundations, Product Launch, Sales Management, Business Strategy, New Business Development, Business Planning, Business Development, Pension Funds, CRM, Asset Management, Institutional..., Management, Portfolio Management, Strategy, Mutual Funds, Start-ups
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Accounting, and Marketing
University of Wisconsin-Madison 1986 — 1990
BA, Economics and English
Joseph Raduazzo Joseph Raduazzo's State Street Global Advisors Experience February 2008 - October 2008
Job Associate at State Street Bank
Industry Financial Services
Experience
State Street Bank March 2010 - Present
State Street Bank January 2009 - March 2010
State Street Global Advisors February 2008 - October 2008
Skills
Financial Services, Business Analysis, Management, Auditing, Time Management, Analysis, Banking, Customer Service
Education
Suffolk University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Advertising
State Street Bank March 2010 - Present
State Street Bank January 2009 - March 2010
State Street Global Advisors February 2008 - October 2008
Skills
Financial Services, Business Analysis, Management, Auditing, Time Management, Analysis, Banking, Customer Service
Education
Suffolk University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Advertising
Owen Hughes Jr. Owen Hughes Jr.'s State Street Global Advisors Experience July 2015 - Present
Job Operational Risk Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors July 2015 - Present
State Street Global Advisors May 2014 - July 2015
State Street Global Services February 2013 - May 2014
State Street Global Services July 2011 - February 2013
State Street Global Services June 2009 - July 2011
Sovereign Bank June 2008 - June 2009
Sovereign Bank June 2006 - June 2008
Skills
Banking, Financial Analysis, Financial Services, Risk Management, Microsoft Excel, Finance, Business Analysis, Accounting, Process Improvement, Mutual Funds, Requirements Gathering, Equities, Fixed Income, Leadership, Securities, Auditing
Education
Suffolk University 2006 — 2008
Bachelor's degree, Business Management and Finance, 3.45
State Street Global Advisors July 2015 - Present
State Street Global Advisors May 2014 - July 2015
State Street Global Services February 2013 - May 2014
State Street Global Services July 2011 - February 2013
State Street Global Services June 2009 - July 2011
Sovereign Bank June 2008 - June 2009
Sovereign Bank June 2006 - June 2008
Skills
Banking, Financial Analysis, Financial Services, Risk Management, Microsoft Excel, Finance, Business Analysis, Accounting, Process Improvement, Mutual Funds, Requirements Gathering, Equities, Fixed Income, Leadership, Securities, Auditing
Education
Suffolk University 2006 — 2008
Bachelor's degree, Business Management and Finance, 3.45
Andrew Goodale Andrew Goodale's State Street Global Advisors Experience April 2008 - Present
Job Portfolio Strategist, Client Portfolio Manager, Fixed Income and Cash
Industry Financial Services
Experience
State Street Global Advisors April 2008 - Present
MBIA Asset Management March 1994 - April 2008
Skills
Financial Services, Portfolio Management, Strategic Planning, Asset Managment, Series 63, Bloomberg, Financial Analysis, Fixed Income, Investments, Hedge Funds, Relationship Management, Equities, Alternative Investments, Financial Modeling, Series 7, Securities, Mutual Funds, ETFs, Investment Management, Financial Advisory, FX Options, Asset Allocation, Options, Structured Products, Trading, Valuation, Credit, Private Equity, Credit Risk, Bonds, Equity Research, Due Diligence, Strategic Financial..., FINRA, Investment Strategies, Wealth Management, Capital Markets, Financial Risk, Finance, Corporate Finance, Financial Markets, Credit Analysis, Investment Advisory, Investment Banking, Emerging Markets, Investor Relations, Risk Management, Derivatives, Asset Management
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1991 — 1992
Master of Public Administration (MPA)
State Street Global Advisors April 2008 - Present
MBIA Asset Management March 1994 - April 2008
Skills
Financial Services, Portfolio Management, Strategic Planning, Asset Managment, Series 63, Bloomberg, Financial Analysis, Fixed Income, Investments, Hedge Funds, Relationship Management, Equities, Alternative Investments, Financial Modeling, Series 7, Securities, Mutual Funds, ETFs, Investment Management, Financial Advisory, FX Options, Asset Allocation, Options, Structured Products, Trading, Valuation, Credit, Private Equity, Credit Risk, Bonds, Equity Research, Due Diligence, Strategic Financial..., FINRA, Investment Strategies, Wealth Management, Capital Markets, Financial Risk, Finance, Corporate Finance, Financial Markets, Credit Analysis, Investment Advisory, Investment Banking, Emerging Markets, Investor Relations, Risk Management, Derivatives, Asset Management
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1991 — 1992
Master of Public Administration (MPA)
Casey Sullivan's State Street Global Advisors Experience March 2013 - April 2014
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2014 - Present
State Street Global Advisors March 2013 - April 2014
Bloomberg 2010 - March 2013
Puma June 2009 - July 2010
Skills
Bloomberg, Equities, Financial Analysis, Fixed Income, Microsoft Word, Microsoft Excel, Sales, Investments, Microsoft Office, CRM, PowerPoint, Spanish, Economics, Sales Prospecting, Key Account..., Excel, Word, Bloomberg Terminal
Education
Tufts University 2006 — 2010
BA, International Relations, Spanish
Suffield Academy 2002 — 2006
J.P. Morgan Asset Management May 2014 - Present
State Street Global Advisors March 2013 - April 2014
Bloomberg 2010 - March 2013
Puma June 2009 - July 2010
Skills
Bloomberg, Equities, Financial Analysis, Fixed Income, Microsoft Word, Microsoft Excel, Sales, Investments, Microsoft Office, CRM, PowerPoint, Spanish, Economics, Sales Prospecting, Key Account..., Excel, Word, Bloomberg Terminal
Education
Tufts University 2006 — 2010
BA, International Relations, Spanish
Suffield Academy 2002 — 2006
Pat Donoghue Pat Donoghue's State Street Global Advisors Experience February 2015 - Present
Job Principal at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors February 2015 - Present
State Street Global Advisors March 2013 - February 2015
State Street November 2010 - March 2013
The Thoreau Club 2006 - 2010
Skills
Investments, Financial Modeling, Alternative Investments, Equities, Financial Analysis, Derivatives, ETFs, Financial Services, Bloomberg, Investment Management, Series 7, Strategic Financial..., Trading
Education
Union College 2006 — 2010
Bachelor of Arts, Economics and Political Science
Lawrence Academy 2002 — 2006
State Street Global Advisors February 2015 - Present
State Street Global Advisors March 2013 - February 2015
State Street November 2010 - March 2013
The Thoreau Club 2006 - 2010
Skills
Investments, Financial Modeling, Alternative Investments, Equities, Financial Analysis, Derivatives, ETFs, Financial Services, Bloomberg, Investment Management, Series 7, Strategic Financial..., Trading
Education
Union College 2006 — 2010
Bachelor of Arts, Economics and Political Science
Lawrence Academy 2002 — 2006
Brian Talarczyk Brian Talarczyk's State Street Global Advisors Experience March 2014 - August 2014
Job Senior Vice President Program Management, Finance
Industry Financial Services
Experience
Santander Bank August 2014 - Present
State Street Global Advisors March 2014 - August 2014
Iron Mountain November 2012 - February 2014
State Street Global Advisors April 2011 - November 2012
Iron Mountain March 2010 - April 2011
TD Bank 2008 - 2010
CCAS 2007 - 2008
Digital Enterprise Consulting Services (DECS) 2000 - 2006
AERA, Inc. 1998 - 2000
Signal Corporation 1997 - 1998
Skills
Software Project..., Business Analysis, Program Management, Project Management, Process Improvement, Analysis, IT Management, Information Technology, Strategic Planning, Software Development, Consulting, Project Planning, Databases, Testing, Leadership, Microsoft SQL Server, Software Documentation, SQL, SDLC, PMO
Education
The University of Connecticut 1992 — 1996
BA, Communications
Santander Bank August 2014 - Present
State Street Global Advisors March 2014 - August 2014
Iron Mountain November 2012 - February 2014
State Street Global Advisors April 2011 - November 2012
Iron Mountain March 2010 - April 2011
TD Bank 2008 - 2010
CCAS 2007 - 2008
Digital Enterprise Consulting Services (DECS) 2000 - 2006
AERA, Inc. 1998 - 2000
Signal Corporation 1997 - 1998
Skills
Software Project..., Business Analysis, Program Management, Project Management, Process Improvement, Analysis, IT Management, Information Technology, Strategic Planning, Software Development, Consulting, Project Planning, Databases, Testing, Leadership, Microsoft SQL Server, Software Documentation, SQL, SDLC, PMO
Education
The University of Connecticut 1992 — 1996
BA, Communications
Maxwell Tabb Maxwell Tabb's State Street Global Advisors Experience June 2012 - August 2012
Job Associate Consultant at The Amundsen Group an IMS Health company
Industry Management Consulting
Experience
The Amundsen Group - an IMS Health company October 2014 - Present
The Amundsen Group - an IMS Health company December 2013 - October 2014
The Amundsen Group August 2013 - December 2013
State Street Global Advisors June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Stata, Research, Bloomberg, Data Analysis, Economics, Financial Analysis, SQL, Strategy, Quantitative Analytics, Business Strategy, Analysis, Analytics, Management Consulting, Financial Modeling, Public Speaking, Market Research, Teamwork, Customer Service
Education
Tufts University 2009 — 2013
BA, Economics
Westborough High School 2005 — 2009
The Amundsen Group - an IMS Health company October 2014 - Present
The Amundsen Group - an IMS Health company December 2013 - October 2014
The Amundsen Group August 2013 - December 2013
State Street Global Advisors June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Stata, Research, Bloomberg, Data Analysis, Economics, Financial Analysis, SQL, Strategy, Quantitative Analytics, Business Strategy, Analysis, Analytics, Management Consulting, Financial Modeling, Public Speaking, Market Research, Teamwork, Customer Service
Education
Tufts University 2009 — 2013
BA, Economics
Westborough High School 2005 — 2009
Angelo M. Lobosco, CFA Angelo M. Lobosco, CFA's State Street Global Advisors Experience 2001 - 2013
Job Quantitative Investment Analyst
Industry Investment Management
Experience
State Street Global Advisors 2001 - 2013
Putnam Investments 2000 - 2001
Fidelity Investments 1994 - 2000
Buck Consultants 1989 - 1994
Education
The Johns Hopkins University 1972 — 1976
Bachelor of Science (BS), Mathematical Sciences, cum laude
State Street Global Advisors 2001 - 2013
Putnam Investments 2000 - 2001
Fidelity Investments 1994 - 2000
Buck Consultants 1989 - 1994
Education
The Johns Hopkins University 1972 — 1976
Bachelor of Science (BS), Mathematical Sciences, cum laude
Jean Gauthier CFA Jean Gauthier CFA's State Street Global Advisors Experience 2002 - 2012
Job Portfolio Manager, Fixed Income and Alternative Investments at Ontario Teachers' Pension Plan
Industry Investment Management
Experience
Ontario Teachers' Pension Plan September 2014 - Present
State Street Global Advisors 2002 - 2012
Bank of Montreal 1998 - 2001
BMO Nesbitt Burns 1996 - 1998
Laurentian Bank of Canada 1992 - 1996
Skills
Portfolio Management, Risk Management, Liquidity Risk, Market Risk, Business Strategy, Fixed Income, Business Development, Management, Leadership, Strategy, Strategy Implementation, Risk Assessment, Product Development, Absolute Return, Indexing, Business Relationship..., Representation, Knowledge Sharing, Team Management, Derivatives, Credit Derivatives, Futures Trading, Options, Trading, Bonds, New Business Development, Investments, Team Leadership, Financial Services, Capital Markets
Education
CFA Institute 2002 — 2006
CFA, Charted Financial Analyst
Université du Québec à Montréal / UQAM 1985 — 1989
BAA, Finance and Financial Management Services
Ontario Teachers' Pension Plan September 2014 - Present
State Street Global Advisors 2002 - 2012
Bank of Montreal 1998 - 2001
BMO Nesbitt Burns 1996 - 1998
Laurentian Bank of Canada 1992 - 1996
Skills
Portfolio Management, Risk Management, Liquidity Risk, Market Risk, Business Strategy, Fixed Income, Business Development, Management, Leadership, Strategy, Strategy Implementation, Risk Assessment, Product Development, Absolute Return, Indexing, Business Relationship..., Representation, Knowledge Sharing, Team Management, Derivatives, Credit Derivatives, Futures Trading, Options, Trading, Bonds, New Business Development, Investments, Team Leadership, Financial Services, Capital Markets
Education
CFA Institute 2002 — 2006
CFA, Charted Financial Analyst
Université du Québec à Montréal / UQAM 1985 — 1989
BAA, Finance and Financial Management Services
Phillip Gillespie's State Street Global Advisors Experience June 2008 - Present
Job General Counsel and Executive Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 2008 - Present
OppenheimerFunds May 2004 - May 2008
Merrill Lynch Investment Managers 1997 - 2004
Education
Tulane Law School 1987 — 1990
Doctor of Law (J.D.), Law
Georgetown University 1982 — 1986
BSFS, International Relations and Affairs
State Street Global Advisors June 2008 - Present
OppenheimerFunds May 2004 - May 2008
Merrill Lynch Investment Managers 1997 - 2004
Education
Tulane Law School 1987 — 1990
Doctor of Law (J.D.), Law
Georgetown University 1982 — 1986
BSFS, International Relations and Affairs
Doris Lo Doris Lo's State Street Global Advisors Experience July 2010 - August 2010
Job Summer Associate, Investment Banking at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Tufts University Endowment July 2011 - July 2014
State Street Global Advisors July 2010 - August 2010
A Dozen Trees April 2009 - September 2009
Skills
Financial Modeling, Investments, Bloomberg, Private Equity, Hedge Funds, Due Diligence, Economics, Real Estate, Financial Analysis, Valuation, Salesforce.com, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Real Estate
Tufts University 2007 — 2011
B.S., Quantitative Economics; International Relations, cum laude
London School of Economics and Political Science 2009 — 2010
General Course; Finance
Lexington High School 2003 — 2007
Morgan Stanley June 2015 - August 2015
Tufts University Endowment July 2011 - July 2014
State Street Global Advisors July 2010 - August 2010
A Dozen Trees April 2009 - September 2009
Skills
Financial Modeling, Investments, Bloomberg, Private Equity, Hedge Funds, Due Diligence, Economics, Real Estate, Financial Analysis, Valuation, Salesforce.com, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Real Estate
Tufts University 2007 — 2011
B.S., Quantitative Economics; International Relations, cum laude
London School of Economics and Political Science 2009 — 2010
General Course; Finance
Lexington High School 2003 — 2007
Christina Burney Christina Burney's State Street Global Advisors Experience August 2003 - July 2005
Job Director of Career Services at Stonehill College
Industry Higher Education
Experience
Stonehill College October 2015 - Present
State Street February 2015 - Present
Stonehill College October 2007 - February 2015
PTC February 2006 - October 2007
State Street September 2005 - February 2006
State Street Global Advisors August 2003 - July 2005
iProspect January 2001 - August 2003
Skills
Employee Management, College Recruiting, Resume Writing, Recruiting, Talent Acquisition, Talent Management, Interviews, Training, Onboarding, Employee Benefits, Hiring, Management, New Hire Orientations, Strategy, Screening Resumes, Networking, Job Fairs, Interview Preparation, Cover Letters, Job Descriptions, Staff Development, Community Outreach, Personnel Management, Job Coaching, Nonprofits, Budgets, Student Development
Education
Susquehanna University 1995 — 1999
BA, Corporate Communications
Stonehill College October 2015 - Present
State Street February 2015 - Present
Stonehill College October 2007 - February 2015
PTC February 2006 - October 2007
State Street September 2005 - February 2006
State Street Global Advisors August 2003 - July 2005
iProspect January 2001 - August 2003
Skills
Employee Management, College Recruiting, Resume Writing, Recruiting, Talent Acquisition, Talent Management, Interviews, Training, Onboarding, Employee Benefits, Hiring, Management, New Hire Orientations, Strategy, Screening Resumes, Networking, Job Fairs, Interview Preparation, Cover Letters, Job Descriptions, Staff Development, Community Outreach, Personnel Management, Job Coaching, Nonprofits, Budgets, Student Development
Education
Susquehanna University 1995 — 1999
BA, Corporate Communications
Holly Clifford's State Street Global Advisors Experience 2007 - 2008
Job Business Development, Marketing and Product Leader
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
Thomson Reuters 2012 - 2014
Thomson Reuters 2009 - 2012
State Street Global Advisors 2007 - 2008
State Street 2003 - 2006
State Street Companies, Japan 1998 - 2002
Starwood Worldwide, Inc. 1995 - 1998
Citibank, N.A. 1992 - 1995
Skills
Team Leadership, Management, Business Strategy, Equities, CRM, Product Management, Trading, Fixed Income, ETFs, Financial Services, Strategic Planning, Relationship Management, Business Development, Analytics, Strategic Partnerships
Education
The George Washington University
MA, International Business & Japanese, with Distinction
Elliott School of International Affairs at The George Washington University
BA, International Relations
Sun Life Financial January 2015 - Present
Thomson Reuters 2012 - 2014
Thomson Reuters 2009 - 2012
State Street Global Advisors 2007 - 2008
State Street 2003 - 2006
State Street Companies, Japan 1998 - 2002
Starwood Worldwide, Inc. 1995 - 1998
Citibank, N.A. 1992 - 1995
Skills
Team Leadership, Management, Business Strategy, Equities, CRM, Product Management, Trading, Fixed Income, ETFs, Financial Services, Strategic Planning, Relationship Management, Business Development, Analytics, Strategic Partnerships
Education
The George Washington University
MA, International Business & Japanese, with Distinction
Elliott School of International Affairs at The George Washington University
BA, International Relations
Jacqui (Phelan) Walter Jacqui (Phelan) Walter's State Street Global Advisors Experience 2005 - November 2011
Job IT Asset Manager at Blue Cross Blue Shield of Massachusetts
Industry Insurance
Experience
Blue Cross Blue Shield of Massachusetts January 2014 - Present
Blue Cross Blue Shield of Massachusetts November 2011 - Present
State Street Global Advisors 2005 - November 2011
Portnoy and Greene May 2003 - February 2005
Massachusetts Bay Transportation Authority January 2001 - January 2003
Commonwealth of Massachusetts, Office of the Governor Paul Cellucci January 1992 - January 2001
Skills
Project Management, SharePoint, Vendor Management, Management, Leadership, Budgets, Enterprise Software, Business Process, Project Planning, Training, Auditing, Databases, Disaster Recovery, Team Building, IT Operations, Software Project..., IT Service Management, ITIL, IT Management, Information Technology, Marketing, Procurement, Software Documentation, Business Analysis, Process Improvement
Education
Suffolk University 1987 — 1991
Bachelor, Science
Blue Cross Blue Shield of Massachusetts January 2014 - Present
Blue Cross Blue Shield of Massachusetts November 2011 - Present
State Street Global Advisors 2005 - November 2011
Portnoy and Greene May 2003 - February 2005
Massachusetts Bay Transportation Authority January 2001 - January 2003
Commonwealth of Massachusetts, Office of the Governor Paul Cellucci January 1992 - January 2001
Skills
Project Management, SharePoint, Vendor Management, Management, Leadership, Budgets, Enterprise Software, Business Process, Project Planning, Training, Auditing, Databases, Disaster Recovery, Team Building, IT Operations, Software Project..., IT Service Management, ITIL, IT Management, Information Technology, Marketing, Procurement, Software Documentation, Business Analysis, Process Improvement
Education
Suffolk University 1987 — 1991
Bachelor, Science
Kyle F Weller Kyle F Weller's State Street Global Advisors Experience June 2011 - August 2011
Job Markets Risk Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Brown Brothers Harriman June 2012 - August 2012
State Street Global Advisors June 2011 - August 2011
Credit Tenant Capital, LLC June 2010 - August 2010
Skills
Financial Risk, Risk Management, Financial Modeling
Education
Tufts University 2009 — 2013
Bachelor's Degree, Quantitative Economics
Hingham High School 2005 — 2009
Merrill Lynch August 2013 - Present
Brown Brothers Harriman June 2012 - August 2012
State Street Global Advisors June 2011 - August 2011
Credit Tenant Capital, LLC June 2010 - August 2010
Skills
Financial Risk, Risk Management, Financial Modeling
Education
Tufts University 2009 — 2013
Bachelor's Degree, Quantitative Economics
Hingham High School 2005 — 2009
Jared Modica, CFA's State Street Global Advisors Experience July 2007 - April 2011
Job Assistant Vice President / Control Analyst at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. July 2014 - Present
StatPro April 2011 - July 2014
State Street Global Advisors July 2007 - April 2011
UBS September 2006 - December 2006
Skills
Asset Managment, Asset Management, Portfolio Management, Equities, Management, Investments, Valuation, Business Analysis, Fixed Income, Derivatives
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM, Finance
Santander Bank, N.A. July 2014 - Present
StatPro April 2011 - July 2014
State Street Global Advisors July 2007 - April 2011
UBS September 2006 - December 2006
Skills
Asset Managment, Asset Management, Portfolio Management, Equities, Management, Investments, Valuation, Business Analysis, Fixed Income, Derivatives
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM, Finance
Tracy Liu Byington, CFA Tracy Liu Byington, CFA's State Street Global Advisors Experience March 2015 - Present
Job Senior Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors March 2015 - Present
John Hancock/Manulife Asset Management October 2011 - September 2014
State Street Corporation October 2010 - October 2011
Bank of America U.S. Trust Private Wealth Management 2006 - 2009
Ameriprise Financial Services/Columbia Management 2002 - 2006
Emerson Investment Management 2000 - 2001
China Changchun Pepsi-Cola Beverage Company January 1995 - October 1998
Skills
Mutual Funds, Fixed Income, Portfolio Management, Investments, Asset Management, Equities, Asset Allocation, Bloomberg, Alternative Investments, Wealth Management, Hedge Funds, Investment Strategies, Investment Management
Education
Suffolk University - Sawyer Business School 2000 — 2002
Master, Business Administration; Finance
State Street Global Advisors March 2015 - Present
John Hancock/Manulife Asset Management October 2011 - September 2014
State Street Corporation October 2010 - October 2011
Bank of America U.S. Trust Private Wealth Management 2006 - 2009
Ameriprise Financial Services/Columbia Management 2002 - 2006
Emerson Investment Management 2000 - 2001
China Changchun Pepsi-Cola Beverage Company January 1995 - October 1998
Skills
Mutual Funds, Fixed Income, Portfolio Management, Investments, Asset Management, Equities, Asset Allocation, Bloomberg, Alternative Investments, Wealth Management, Hedge Funds, Investment Strategies, Investment Management
Education
Suffolk University - Sawyer Business School 2000 — 2002
Master, Business Administration; Finance
Crary Jagger Crary Jagger's State Street Global Advisors Experience 1999 - 2004
Job Stay at Home Mom
Industry Philanthropy
Experience
SSGA 1999 - 2004
State Street Global Advisors 1999 - 2004
Education
University of California, Los Angeles 1995 — 2000
SSGA 1999 - 2004
State Street Global Advisors 1999 - 2004
Education
University of California, Los Angeles 1995 — 2000
Rudi Schadt Rudi Schadt's State Street Global Advisors Experience May 1997 - August 2000
Job Head of Alternative Risk at Invesco
Industry Investment Management
Experience
Invesco Ltd. September 2010 - Present
OppenheimerFunds February 2002 - January 2009
UBS Global Asset Management (Brinson) September 2000 - April 2001
State Street Global Advisors May 1997 - August 2000
SMU Cox School of Business August 1995 - April 1997
Commerz International Capital Management February 1988 - September 1990
Commerzbank January 1985 - January 1988
Skills
Global Asset Allocation, Risk Management, Asset Management, Asset Allocation, Investment Strategies, Equities, Tactical Asset...
Education
The University of Chicago Booth School of Business 1990 — 1995
PhD, Finance
University of Mannheim 1981 — 1983
Diplom / Masters, Economics
University of California, Los Angeles 1979 — 1980
PhD - course work, Economics
University of Colorado Boulder 1978 — 1979
Masters, not complete, Economics, Journalism
Invesco Ltd. September 2010 - Present
OppenheimerFunds February 2002 - January 2009
UBS Global Asset Management (Brinson) September 2000 - April 2001
State Street Global Advisors May 1997 - August 2000
SMU Cox School of Business August 1995 - April 1997
Commerz International Capital Management February 1988 - September 1990
Commerzbank January 1985 - January 1988
Skills
Global Asset Allocation, Risk Management, Asset Management, Asset Allocation, Investment Strategies, Equities, Tactical Asset...
Education
The University of Chicago Booth School of Business 1990 — 1995
PhD, Finance
University of Mannheim 1981 — 1983
Diplom / Masters, Economics
University of California, Los Angeles 1979 — 1980
PhD - course work, Economics
University of Colorado Boulder 1978 — 1979
Masters, not complete, Economics, Journalism
Drew Cortez, CFA, CAIA Drew Cortez, CFA, CAIA's State Street Global Advisors Experience August 2006 - December 2010
Job Investment Analyst at SCB Global Capital Management, LLC
Industry Investment Management
Experience
Recap Real Estate Advisors September 2012 - September 2014
Aimco June 2011 - February 2012
State Street Global Advisors August 2006 - December 2010
State Street Bank April 2005 - August 2006
State Street Bank September 2003 - April 2005
The Lang Investment Group January 2000 - January 2002
Skills
Financial Modeling, Portfolio Management, Investments, Valuation, Due Diligence, Fixed Income, Finance, Mutual Funds, Management, Corporate Finance, Accounting, Securities, Analysis, Asset Management, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
B.S. - Business
Universitat d'Alacant 2001 — 2001
Cherry Creek High School 1994 — 1998
Recap Real Estate Advisors September 2012 - September 2014
Aimco June 2011 - February 2012
State Street Global Advisors August 2006 - December 2010
State Street Bank April 2005 - August 2006
State Street Bank September 2003 - April 2005
The Lang Investment Group January 2000 - January 2002
Skills
Financial Modeling, Portfolio Management, Investments, Valuation, Due Diligence, Fixed Income, Finance, Mutual Funds, Management, Corporate Finance, Accounting, Securities, Analysis, Asset Management, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
B.S. - Business
Universitat d'Alacant 2001 — 2001
Cherry Creek High School 1994 — 1998
Peter Lert, Ph.D., CFA's State Street Global Advisors Experience 2002 - 2003
Job Senior Financial Expert & Senior Analyst at Crowninshield Financial Research
Industry Investment Management
Experience
Crowninshield Financial Research 2014 - Present
US Securities and Exchange Commission 2013 - 2014
The Boston Company Asset Management, LLC 2012 - 2012
Aronson Johnson Ortiz 2011 - 2012
Wells Capital Management 2006 - 2011
Evergreen Investments 2006 - 2009
Sentinel Asset Management 2004 - 2006
State Street Global Advisors 2002 - 2003
Fidelity Management Trust Company 2002 - 2002
Fidelity Management & Research Company 1992 - 2002
Skills
Equities, Portfolio Management, Quantitative Research, Investment Strategies, Strategy Development, Marketing Strategy, Sales Presentations, Client Communication, Product Management, Business Strategy, Strategy, Fixed Income
Education
University of California, San Diego
Ph. D., Chemistry
University of Virginia
B.S., Chemistry
Crowninshield Financial Research 2014 - Present
US Securities and Exchange Commission 2013 - 2014
The Boston Company Asset Management, LLC 2012 - 2012
Aronson Johnson Ortiz 2011 - 2012
Wells Capital Management 2006 - 2011
Evergreen Investments 2006 - 2009
Sentinel Asset Management 2004 - 2006
State Street Global Advisors 2002 - 2003
Fidelity Management Trust Company 2002 - 2002
Fidelity Management & Research Company 1992 - 2002
Skills
Equities, Portfolio Management, Quantitative Research, Investment Strategies, Strategy Development, Marketing Strategy, Sales Presentations, Client Communication, Product Management, Business Strategy, Strategy, Fixed Income
Education
University of California, San Diego
Ph. D., Chemistry
University of Virginia
B.S., Chemistry
Paul Miney Paul Miney's State Street Global Advisors Experience June 2013 - August 2013
Job Project Management Consultant at Integrated Project Management
Industry Management Consulting
Experience
Integrated Project Management Company, Inc. (IPM) May 2014 - Present
Suffolk University Sawyer Business School August 2012 - January 2014
State Street Global Advisors June 2013 - August 2013
University College Dublin November 2011 - June 2012
CRANN February 2011 - November 2011
CRANN, Trinity College Dublin April 2008 - November 2011
Intel Ireland May 2005 - April 2008
University of South Carolina July 2002 - September 2004
University of Limerick February 2002 - June 2002
Skills
Program Management, Nanotechnology, Materials Science, Project Management, Electrochemistry, Nanomaterials, Strategy, Research, Team Leadership, Management, Leadership, Chemistry, Start-ups, Spectroscopy, Physical Chemistry, Physics, Center Management, Consulting, R&D, Science
Education
Suffolk University - Sawyer School of Management 2012 — 2014
Global MBA, International Business and Finance Concentration, 4.0 GPA
Institute of Project Management, Ireland 2010 — 2010
Certified Diploma in Project Management / International Project Management Association Certification
University of Limerick 1997 — 2001
PhD, Physical Chemistry / Semiconductor Electrochemistry
University of Limerick 1993 — 1997
B.Sc., Industrial Chemistry (Chemistry/Chemical Engineering), First Class Honours
St Clare's Comprehensive 1988 — 1993
Leaving Certificate
Integrated Project Management Company, Inc. (IPM) May 2014 - Present
Suffolk University Sawyer Business School August 2012 - January 2014
State Street Global Advisors June 2013 - August 2013
University College Dublin November 2011 - June 2012
CRANN February 2011 - November 2011
CRANN, Trinity College Dublin April 2008 - November 2011
Intel Ireland May 2005 - April 2008
University of South Carolina July 2002 - September 2004
University of Limerick February 2002 - June 2002
Skills
Program Management, Nanotechnology, Materials Science, Project Management, Electrochemistry, Nanomaterials, Strategy, Research, Team Leadership, Management, Leadership, Chemistry, Start-ups, Spectroscopy, Physical Chemistry, Physics, Center Management, Consulting, R&D, Science
Education
Suffolk University - Sawyer School of Management 2012 — 2014
Global MBA, International Business and Finance Concentration, 4.0 GPA
Institute of Project Management, Ireland 2010 — 2010
Certified Diploma in Project Management / International Project Management Association Certification
University of Limerick 1997 — 2001
PhD, Physical Chemistry / Semiconductor Electrochemistry
University of Limerick 1993 — 1997
B.Sc., Industrial Chemistry (Chemistry/Chemical Engineering), First Class Honours
St Clare's Comprehensive 1988 — 1993
Leaving Certificate
Anna Lentz's State Street Global Advisors Experience March 2014 - Present
Job Marketing Associate at State Street Global Advisors
Industry Marketing and Advertising
Teresa Morabito Moran Teresa Morabito Moran's State Street Global Advisors Experience 2007 - 2008
Job Business Consultant
Industry Real Estate
Experience
Keller Williams Realty 2010 - Present
Colonial Gardens Retirement Community 2011 - 2012
Bank of New York Mellon 2009 - 2009
State Street Global Advisors 2007 - 2008
Mass Financial Services 2006 - 2006
State of Massachusetts 2005 - 2006
Fidelity Investments 2001 - 2004
Skills
First Time Home Buyers, Real Estate, Sellers, Buyer Representation, Property, Business Analysis, QA Software Testing, QA Engineering, Marketing, Management, Seniors, Single Family Homes, New Home Sales, Condos, Real Estate Development, Sales, Requirements Gathering, Testing, Financial Services, Healthcare, Agile Methodologies, SDLC, Software Development, User Acceptance Testing
Education
Suffolk University 1976 — 1978
BSBA, Business
Bunker Hill Community College 1974 — 1976
Associate of Science (AS), Business Administration and Management, General
Keller Williams Realty 2010 - Present
Colonial Gardens Retirement Community 2011 - 2012
Bank of New York Mellon 2009 - 2009
State Street Global Advisors 2007 - 2008
Mass Financial Services 2006 - 2006
State of Massachusetts 2005 - 2006
Fidelity Investments 2001 - 2004
Skills
First Time Home Buyers, Real Estate, Sellers, Buyer Representation, Property, Business Analysis, QA Software Testing, QA Engineering, Marketing, Management, Seniors, Single Family Homes, New Home Sales, Condos, Real Estate Development, Sales, Requirements Gathering, Testing, Financial Services, Healthcare, Agile Methodologies, SDLC, Software Development, User Acceptance Testing
Education
Suffolk University 1976 — 1978
BSBA, Business
Bunker Hill Community College 1974 — 1976
Associate of Science (AS), Business Administration and Management, General
Randy Kravette Randy Kravette's State Street Global Advisors Experience January 1993 - Present
Job Vice President, Business Systems Analysis and Architecture at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors January 1993 - Present
Massachusetts Office for Victim Assistance 1991 - 1993
Massachusetts Office of Elder Affairs 1989 - 1991
Skills
Systems Analysis, Financial Systems, Application Architecture, Application Development, Functional..., Software Development, Database Design, Data Modeling, Business Analysis, Software Project..., Integration, Requirements Analysis, SDLC, Financial Services, Program Management, Project Management, Analysis, Management, Process Improvement
Education
Northeastern University, College of Professional Studies 2014 — 2018
Doctor of Education (EdD), Organizational Leadership
University of Massachusetts Boston 1989 — 1992
MBA, Finance
The University of Texas at Austin 1980 — 1983
MM, Music Composition
The Boston Conservatory 1976 — 1980
BM, Music Composition
State Street Global Advisors January 1993 - Present
Massachusetts Office for Victim Assistance 1991 - 1993
Massachusetts Office of Elder Affairs 1989 - 1991
Skills
Systems Analysis, Financial Systems, Application Architecture, Application Development, Functional..., Software Development, Database Design, Data Modeling, Business Analysis, Software Project..., Integration, Requirements Analysis, SDLC, Financial Services, Program Management, Project Management, Analysis, Management, Process Improvement
Education
Northeastern University, College of Professional Studies 2014 — 2018
Doctor of Education (EdD), Organizational Leadership
University of Massachusetts Boston 1989 — 1992
MBA, Finance
The University of Texas at Austin 1980 — 1983
MM, Music Composition
The Boston Conservatory 1976 — 1980
BM, Music Composition
Emeka Linton's State Street Global Advisors Experience June 2013 - Present
Job Institutional Sales/Relationship Management at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors June 2013 - Present
State Street Global Advisors July 2012 - June 2013
Credit Suisse June 2011 - August 2011
Novartis May 2007 - August 2010
GlaxoSmithKline August 2005 - May 2007
AMERICAN FAMILY LIFE INSURANCE August 2004 - July 2005
Skills
Competitive Analysis, Financial Modeling, Investments, Leadership, Strategy, Financial Analysis, Market Research, Sales, Valuation, Business Strategy, Asset Management, Portfolio Management, Strategic Planning, Business Development, Equities, Emerging Markets, Data Analysis, Marketing Strategy, Due Diligence, Corporate Finance, Analytics, FINRA Series 7, FINRA Series 63, FINRA Series 3
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Global Finance
Tufts University 1999 — 2003
Bachelor of Arts, Sociology
Morgan Park Academy
State Street Global Advisors June 2013 - Present
State Street Global Advisors July 2012 - June 2013
Credit Suisse June 2011 - August 2011
Novartis May 2007 - August 2010
GlaxoSmithKline August 2005 - May 2007
AMERICAN FAMILY LIFE INSURANCE August 2004 - July 2005
Skills
Competitive Analysis, Financial Modeling, Investments, Leadership, Strategy, Financial Analysis, Market Research, Sales, Valuation, Business Strategy, Asset Management, Portfolio Management, Strategic Planning, Business Development, Equities, Emerging Markets, Data Analysis, Marketing Strategy, Due Diligence, Corporate Finance, Analytics, FINRA Series 7, FINRA Series 63, FINRA Series 3
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Global Finance
Tufts University 1999 — 2003
Bachelor of Arts, Sociology
Morgan Park Academy
Bob Aller Bob Aller's State Street Global Advisors Experience June 2014 - Present
Job Asset Management Marketing Executive
Industry Financial Services
Experience
State Street Global Advisors June 2014 - Present
Independent Consultant April 2013 - June 2014
iShares October 2010 - December 2012
LifeCare Gateway August 2009 - October 2010
SEI Investments May 1991 - March 2009
Procter & Gamble September 1986 - May 1991
Skills
Strategy, Product Marketing, Start-ups, Mutual Funds, New Business Development, Asset Managment, Marketing Strategy, Management, Investments, Financial Services, ETFs, Sales Management, Asset Management, Leadership, Marketing Management, Business Development, Business Strategy, SaaS, Marketing, Separately Managed..., Strategic Partnerships, Cross-functional Team..., Training, Senior Executive..., Alternative Investments, International, Integrated Marketing, Marketing Communications
Education
United States Naval Academy
BS
State Street Global Advisors June 2014 - Present
Independent Consultant April 2013 - June 2014
iShares October 2010 - December 2012
LifeCare Gateway August 2009 - October 2010
SEI Investments May 1991 - March 2009
Procter & Gamble September 1986 - May 1991
Skills
Strategy, Product Marketing, Start-ups, Mutual Funds, New Business Development, Asset Managment, Marketing Strategy, Management, Investments, Financial Services, ETFs, Sales Management, Asset Management, Leadership, Marketing Management, Business Development, Business Strategy, SaaS, Marketing, Separately Managed..., Strategic Partnerships, Cross-functional Team..., Training, Senior Executive..., Alternative Investments, International, Integrated Marketing, Marketing Communications
Education
United States Naval Academy
BS
Dan Mahoney's State Street Global Advisors Experience January 2013 - July 2014
Job Financial Controller & Chief Accounting Officer at Old Mutual Asset Management
Industry Accounting
Experience
Old Mutual Asset Management July 2014 - Present
State Street Global Advisors January 2013 - July 2014
State Street Global Advisors February 2012 - December 2012
PricewaterhouseCoopers, LLP June 2001 - February 2012
Education
Tufts University 1997 — 2001
Old Mutual Asset Management July 2014 - Present
State Street Global Advisors January 2013 - July 2014
State Street Global Advisors February 2012 - December 2012
PricewaterhouseCoopers, LLP June 2001 - February 2012
Education
Tufts University 1997 — 2001
Brett Rockwood Brett Rockwood's State Street Global Advisors Experience May 2008 - Present
Job Knowledge Management and Training Manager at State Street Global Advisors
Industry Education Management
Experience
State Street Global Advisors May 2008 - Present
The First Marblehead Corporation November 2007 - May 2008
Nova Group Japan March 2007 - October 2007
Nova Group Boston February 2003 - March 2007
Nova Group Japan January 1995 - February 2003
Skills
Instructional Design, Training, E-Learning, Graphic Design, Recruiting, Blended Learning, Captivate, Employee Training, Organizational..., Adult Education, Staff Development, Training Delivery, PowerPoint, Interviews, Leadership Development, Curriculum Design, Marketing, Learning Management..., Photoshop, Technical Writing, Curriculum Development, Onboarding, Articulate Storyline, Articulate Studio, Adobe Creative Suite, InDesign, Interviewing, Editing, Teacher Training
Education
University of Cincinnati 1973 — 1977
Bachelor or Music, Music Composition
State Street Global Advisors May 2008 - Present
The First Marblehead Corporation November 2007 - May 2008
Nova Group Japan March 2007 - October 2007
Nova Group Boston February 2003 - March 2007
Nova Group Japan January 1995 - February 2003
Skills
Instructional Design, Training, E-Learning, Graphic Design, Recruiting, Blended Learning, Captivate, Employee Training, Organizational..., Adult Education, Staff Development, Training Delivery, PowerPoint, Interviews, Leadership Development, Curriculum Design, Marketing, Learning Management..., Photoshop, Technical Writing, Curriculum Development, Onboarding, Articulate Storyline, Articulate Studio, Adobe Creative Suite, InDesign, Interviewing, Editing, Teacher Training
Education
University of Cincinnati 1973 — 1977
Bachelor or Music, Music Composition
John Pickart, CFA John Pickart, CFA's State Street Global Advisors Experience May 2000 - May 2005
Job Partner, CFO & Chief Investment Officer at Pelagos Capital Management
Industry Investment Management
Experience
Pelagos Capital Management, LLC August 2005 - Present
State Street Global Advisors May 2000 - May 2005
Mesirow Financial July 1994 - May 2000
First of Michigan Corporation August 1991 - June 1994
T Rowe Price June 1990 - September 1990
Kemper Financial Services 1985 - June 1989
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Financial Management
University of Tampa 1979 — 1983
B.S., Finance
Pelagos Capital Management, LLC August 2005 - Present
State Street Global Advisors May 2000 - May 2005
Mesirow Financial July 1994 - May 2000
First of Michigan Corporation August 1991 - June 1994
T Rowe Price June 1990 - September 1990
Kemper Financial Services 1985 - June 1989
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Financial Management
University of Tampa 1979 — 1983
B.S., Finance
Paul Luttik Paul Luttik's State Street Global Advisors Experience March 2014 - Present
Job Compliance Officer at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors March 2014 - Present
State Street Global Advisors October 2012 - March 2014
Deloitte UK November 2011 - October 2012
Deloitte UK January 2011 - November 2011
Swapit.co.uk November 2010 - December 2010
Margaret Hodge MP January 2010 - March 2010
Center for Underprivileged Children, Accra, Ghana July 2009 - August 2009
Projects Abroad Human Rights Office Ghana June 2009 - August 2009
Skills
Internal Controls, Risk Assessment, Workshop Facilitation, Walkthroughs, Public Policy, Human Rights, International Relations, Research, International..., Data Analysis, SPSS, Project Management, Microsoft Office 2007, Regulatory Submissions, Global Regulatory..., database managent, Training Manuals, Microsoft Excel
Education
The London School of Economics and Political Science (LSE) 2009 — 2010
MSc, Human Rights
University of Oxford 2008 — 2009
MSc, Diplomacy
Utrecht University 2005 — 2008
BA, Social Science
Wolfert van Borselen
State Street Global Advisors March 2014 - Present
State Street Global Advisors October 2012 - March 2014
Deloitte UK November 2011 - October 2012
Deloitte UK January 2011 - November 2011
Swapit.co.uk November 2010 - December 2010
Margaret Hodge MP January 2010 - March 2010
Center for Underprivileged Children, Accra, Ghana July 2009 - August 2009
Projects Abroad Human Rights Office Ghana June 2009 - August 2009
Skills
Internal Controls, Risk Assessment, Workshop Facilitation, Walkthroughs, Public Policy, Human Rights, International Relations, Research, International..., Data Analysis, SPSS, Project Management, Microsoft Office 2007, Regulatory Submissions, Global Regulatory..., database managent, Training Manuals, Microsoft Excel
Education
The London School of Economics and Political Science (LSE) 2009 — 2010
MSc, Human Rights
University of Oxford 2008 — 2009
MSc, Diplomacy
Utrecht University 2005 — 2008
BA, Social Science
Wolfert van Borselen
Patrick Renehan Patrick Renehan's State Street Global Advisors Experience April 2014 - Present
Job Internal ETF Sales Associate at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors April 2014 - Present
State Street Bank April 2013 - April 2014
UBS December 2011 - January 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Finance, Photoshop, Training, Account Management, CRM, Sales, Portfolio Management, Management, Analysis, Investments, Time Management, Dark Pools, Event Planning, Digital Photography, Commodity Pools
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science (BS), Marketing
University College Dublin 2011 — 2011
Study Abroad Business Program at Quinn School of Business
Waterford High School 2004 — 2008
State Street Global Advisors April 2014 - Present
State Street Bank April 2013 - April 2014
UBS December 2011 - January 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Finance, Photoshop, Training, Account Management, CRM, Sales, Portfolio Management, Management, Analysis, Investments, Time Management, Dark Pools, Event Planning, Digital Photography, Commodity Pools
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science (BS), Marketing
University College Dublin 2011 — 2011
Study Abroad Business Program at Quinn School of Business
Waterford High School 2004 — 2008
April Malloy April Malloy's State Street Global Advisors Experience May 2008 - July 2008
Job Sourcing Manager at PwC
Industry Human Resources
Experience
PwC June 2012 - Present
Professional Talent Sourcers June 2011 - 2013
Accenture October 2011 - June 2012
PRTM October 2010 - July 2011
Innoveer Solutions May 2011 - June 2011
Liberty Mutual Insurance November 2008 - June 2010
Liberty Mutual Insurance August 2008 - November 2008
State Street Global Advisors May 2008 - July 2008
The Forum Corporation October 2007 - February 2008
Children's Hospital March 2007 - October 2007
Skills
Sourcing, Technical Recruiting, Contract Negotiation, Full-cycle Recruiting, Professional Services, Talent Management, PeopleSoft, Temporary Placement, Internet Recruiting, Hiring, Management, Personnel Management, ERP, CRM, Applicant Tracking..., Strategy, Change Management, Recruiting, Business Analysis, SDLC, Process Improvement, Negotiation, Business Process..., Management Consulting, Executive Search, Consulting, Vendor Management, Onboarding, College Recruiting, Outsourcing, Talent Acquisition, Program Management
Education
Suffolk University Law School 1991 — 1994
JD
Wheaton College (MA) 1987 — 1991
BA
PwC June 2012 - Present
Professional Talent Sourcers June 2011 - 2013
Accenture October 2011 - June 2012
PRTM October 2010 - July 2011
Innoveer Solutions May 2011 - June 2011
Liberty Mutual Insurance November 2008 - June 2010
Liberty Mutual Insurance August 2008 - November 2008
State Street Global Advisors May 2008 - July 2008
The Forum Corporation October 2007 - February 2008
Children's Hospital March 2007 - October 2007
Skills
Sourcing, Technical Recruiting, Contract Negotiation, Full-cycle Recruiting, Professional Services, Talent Management, PeopleSoft, Temporary Placement, Internet Recruiting, Hiring, Management, Personnel Management, ERP, CRM, Applicant Tracking..., Strategy, Change Management, Recruiting, Business Analysis, SDLC, Process Improvement, Negotiation, Business Process..., Management Consulting, Executive Search, Consulting, Vendor Management, Onboarding, College Recruiting, Outsourcing, Talent Acquisition, Program Management
Education
Suffolk University Law School 1991 — 1994
JD
Wheaton College (MA) 1987 — 1991
BA
Selven Veeraragoo Selven Veeraragoo's State Street Global Advisors Experience June 2011 - August 2011
Job Associate Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service November 2012 - Present
Tufts University August 2010 - November 2012
State Street Global Advisors June 2011 - August 2011
The World Bank January 2010 - July 2010
The World Bank December 2008 - December 2009
Skills
Stata, Econometrics, Quantitative Research, Bloomberg, FactSet, StatPro Revolution, Financial Modeling
Education
Tufts University 2010 — 2012
M.S., Economics
Lafayette College 2004 — 2008
B.A. (Honors), Economics and Business
Moody's Investors Service November 2012 - Present
Tufts University August 2010 - November 2012
State Street Global Advisors June 2011 - August 2011
The World Bank January 2010 - July 2010
The World Bank December 2008 - December 2009
Skills
Stata, Econometrics, Quantitative Research, Bloomberg, FactSet, StatPro Revolution, Financial Modeling
Education
Tufts University 2010 — 2012
M.S., Economics
Lafayette College 2004 — 2008
B.A. (Honors), Economics and Business
Ben Weintraub Ben Weintraub's State Street Global Advisors Experience February 2004 - September 2004
Job Program Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF March 2013 - Present
UMass Medical School January 2013 - March 2013
Tufts Health Plan November 2011 - May 2012
ACI Worldwide March 2011 - December 2011
Tufts Health Plan November 2010 - March 2011
Partners HealthCare February 2010 - May 2010
ING October 2007 - November 2009
Harvard Pilgrim Health Care April 2006 - October 2007
MFS Investment Management November 2004 - February 2006
State Street Global Advisors February 2004 - September 2004
Skills
Project Management, Information Technology, Healthcare Information..., Business Analysis
Education
University of Florida
MS EE, Biomedical Engineering
University of Massachusetts, Amherst
BS EE
TIAA-CREF March 2013 - Present
UMass Medical School January 2013 - March 2013
Tufts Health Plan November 2011 - May 2012
ACI Worldwide March 2011 - December 2011
Tufts Health Plan November 2010 - March 2011
Partners HealthCare February 2010 - May 2010
ING October 2007 - November 2009
Harvard Pilgrim Health Care April 2006 - October 2007
MFS Investment Management November 2004 - February 2006
State Street Global Advisors February 2004 - September 2004
Skills
Project Management, Information Technology, Healthcare Information..., Business Analysis
Education
University of Florida
MS EE, Biomedical Engineering
University of Massachusetts, Amherst
BS EE
Lavina Talukdar Lavina Talukdar's State Street Global Advisors Experience 2001 - 2004
Job Research Analyst
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2007 - Present
Lord Abbett 2007 - Present
MFS Investment Management 2004 - 2007
State Street Global Advisors 2001 - 2004
Fiduciary Trust Company International 1998 - 2001
Skills
Equity Research, Equities, Investments, Mutual Funds, Pharmaceutical Industry, Valuation, Biotechnology, Hedge Funds, Bloomberg, Capital Markets, Asset Management, Equity Valuation, Financial Modeling, Investment Management
Education
Stony Brook University 1992 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Lord, Abbett & Co. LLC September 2007 - Present
Lord Abbett 2007 - Present
MFS Investment Management 2004 - 2007
State Street Global Advisors 2001 - 2004
Fiduciary Trust Company International 1998 - 2001
Skills
Equity Research, Equities, Investments, Mutual Funds, Pharmaceutical Industry, Valuation, Biotechnology, Hedge Funds, Bloomberg, Capital Markets, Asset Management, Equity Valuation, Financial Modeling, Investment Management
Education
Stony Brook University 1992 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Alex Rokicki Alex Rokicki's State Street Global Advisors Experience May 2015 - Present
Job Associate Regional Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors May 2015 - Present
State Street July 2013 - Present
State Street June 2011 - Present
Skills
Series 7, Series 63
Education
Trinity College-Hartford 2007 — 2011
B.A., History
Noble and Greenough School 2005 — 2007
State Street Global Advisors May 2015 - Present
State Street July 2013 - Present
State Street June 2011 - Present
Skills
Series 7, Series 63
Education
Trinity College-Hartford 2007 — 2011
B.A., History
Noble and Greenough School 2005 — 2007
Delia DeBlois Delia DeBlois's State Street Global Advisors Experience November 2013 - Present
Job National Accounts Manager at State Street Global Advisors, SPDR ETFs
Industry Financial Services
Experience
State Street Global Advisors November 2013 - Present
State Street Global Advisors January 2013 - November 2013
Solomon McCown & Co. January 2012 - December 2012
Solomon McCown & Co. November 2011 - January 2012
Solomon McCown & Co. October 2010 - October 2011
Conventures, Inc. March 2010 - September 2010
Education
Trinity College-Hartford 2005 — 2009
BS, Economics
Trinity College Rome Campus 2008 — 2008
Dover-Sherborn Regional High School 2001 — 2005
State Street Global Advisors November 2013 - Present
State Street Global Advisors January 2013 - November 2013
Solomon McCown & Co. January 2012 - December 2012
Solomon McCown & Co. November 2011 - January 2012
Solomon McCown & Co. October 2010 - October 2011
Conventures, Inc. March 2010 - September 2010
Education
Trinity College-Hartford 2005 — 2009
BS, Economics
Trinity College Rome Campus 2008 — 2008
Dover-Sherborn Regional High School 2001 — 2005
Daniel P. Lattanzi's State Street Global Advisors Experience July 2012 - June 2015
Job Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
State Street Global Advisors July 2012 - June 2015
State Street Global Services November 2010 - July 2012
Skills
ETFs, Investment Strategies
Education
Suffolk University 2006 — 2010
Bachelor of Science, Cum Laude, Criminology & Law
Merrill Lynch June 2015 - Present
State Street Global Advisors July 2012 - June 2015
State Street Global Services November 2010 - July 2012
Skills
ETFs, Investment Strategies
Education
Suffolk University 2006 — 2010
Bachelor of Science, Cum Laude, Criminology & Law
Alyssa McNeil's State Street Global Advisors Experience August 2000 - May 2006
Job Marketing Technology Specialist at Goodwin Procter LLP
Industry Financial Services
Experience
Goodwin Procter LLP October 2012 - Present
State Street Global Advisors (SSgA) June 2006 - September 2012
State Street Global Advisors August 2000 - May 2006
Putnam Investments 1999 - 2000
Stop & Shop 1995 - 2000
Skills
Analysis, CRM, Data Analysis, Business Analysis, Management, Microsoft Office, Teamwork, Portfolio Management, Finance, Software Documentation, Training, Google Analytics, Invoicing, SharePoint, Social Networking, CRM software, Reference Data, Billing, InterAction CRM, Web Analytics, Email Marketing, Project Management, Microsoft Excel
Education
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Business w/Marketing Concentration
University of Massachusetts, Amherst 1995 — 1999
BA, Psychology
Goodwin Procter LLP October 2012 - Present
State Street Global Advisors (SSgA) June 2006 - September 2012
State Street Global Advisors August 2000 - May 2006
Putnam Investments 1999 - 2000
Stop & Shop 1995 - 2000
Skills
Analysis, CRM, Data Analysis, Business Analysis, Management, Microsoft Office, Teamwork, Portfolio Management, Finance, Software Documentation, Training, Google Analytics, Invoicing, SharePoint, Social Networking, CRM software, Reference Data, Billing, InterAction CRM, Web Analytics, Email Marketing, Project Management, Microsoft Excel
Education
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Business w/Marketing Concentration
University of Massachusetts, Amherst 1995 — 1999
BA, Psychology
Matthew E. King's State Street Global Advisors Experience June 2015 - Present
Job State Street Global Advisors Compliance Intern
Industry Law Practice
Experience
State Street Global Advisors June 2015 - Present
Inter-Professional Council (IPC) May 2015 - Present
Inter-Professional Council (IPC) May 2014 - May 2015
Reminger Co. LPA May 2014 - August 2014
AlliedBarton Security Services April 2013 - August 2013
AlliedBarton Security Services May 2012 - April 2013
United States Marshals Service August 2012 - December 2012
Massachusetts Probation May 2012 - July 2012
Pomerleau-Wood LLP September 2010 - December 2011
Suffolk University January 2011 - September 2011
Skills
XHTML, Video Editing, Musician, Research, Legal Research, Surveillance, Investigation, SPSS, Executive Protection, Bloodstain Pattern..., Weapons Handling, Physical Security, Corporate Security, Supervisory Experience
Education
The Ohio State University Moritz College of Law 2013 — 2016
Doctor of Law (J.D.)
Suffolk University 2011 — 2012
Master of Science Degree, Crime and Justice Studies, 4.0
Suffolk University 2007 — 2011
Bachelor of Science Degree, Sociology; Crime and Justice, 3.42
Canton High School 2004 — 2007
State Street Global Advisors June 2015 - Present
Inter-Professional Council (IPC) May 2015 - Present
Inter-Professional Council (IPC) May 2014 - May 2015
Reminger Co. LPA May 2014 - August 2014
AlliedBarton Security Services April 2013 - August 2013
AlliedBarton Security Services May 2012 - April 2013
United States Marshals Service August 2012 - December 2012
Massachusetts Probation May 2012 - July 2012
Pomerleau-Wood LLP September 2010 - December 2011
Suffolk University January 2011 - September 2011
Skills
XHTML, Video Editing, Musician, Research, Legal Research, Surveillance, Investigation, SPSS, Executive Protection, Bloodstain Pattern..., Weapons Handling, Physical Security, Corporate Security, Supervisory Experience
Education
The Ohio State University Moritz College of Law 2013 — 2016
Doctor of Law (J.D.)
Suffolk University 2011 — 2012
Master of Science Degree, Crime and Justice Studies, 4.0
Suffolk University 2007 — 2011
Bachelor of Science Degree, Sociology; Crime and Justice, 3.42
Canton High School 2004 — 2007
Heather (Carnes) Bernstein Heather (Carnes) Bernstein's State Street Global Advisors Experience January 2010 - Present
Job State Street Global Advisors Charitable Asset Management
Industry Investment Management
Experience
State Street Global Advisors January 2010 - Present
State Street Global Advisors October 2008 - January 2010
State Street Global Advisors May 2003 - October 2008
Massachusetts Department of Public Health October 2001 - May 2003
Massachusetts Office of Child Care Services May 2001 - October 2001
Massacusetts Office of Child Care Services January 2000 - May 2001
Skills
Business Development, Relationship Management, Building Relationships, CRM, Salesforce.com, Marketing, Lead Generation, Strategic Partnerships, Competitive Analysis, Market Research, Sales Presentations, Financial Services, Consulting, Management, Investments, Mutual Funds
Education
Suffolk University
Bachelor of Science (BS), Public Relations
State Street Global Advisors January 2010 - Present
State Street Global Advisors October 2008 - January 2010
State Street Global Advisors May 2003 - October 2008
Massachusetts Department of Public Health October 2001 - May 2003
Massachusetts Office of Child Care Services May 2001 - October 2001
Massacusetts Office of Child Care Services January 2000 - May 2001
Skills
Business Development, Relationship Management, Building Relationships, CRM, Salesforce.com, Marketing, Lead Generation, Strategic Partnerships, Competitive Analysis, Market Research, Sales Presentations, Financial Services, Consulting, Management, Investments, Mutual Funds
Education
Suffolk University
Bachelor of Science (BS), Public Relations
Matthew Callahan's State Street Global Advisors Experience June 2011 - August 2012
Job Assistant Men's Lacrosse Coach at Tufts University
Industry Financial Services
Experience
Tufts University September 2014 - Present
Bridge Bank April 2014 - September 2014
RBS Citizens Group June 2013 - April 2014
State Street Global Advisors June 2011 - August 2012
Education
Tufts University 2010 — 2013
B.A., History
Phillips Exeter Academy
Tufts University September 2014 - Present
Bridge Bank April 2014 - September 2014
RBS Citizens Group June 2013 - April 2014
State Street Global Advisors June 2011 - August 2012
Education
Tufts University 2010 — 2013
B.A., History
Phillips Exeter Academy
Bill DeRoche Bill DeRoche's State Street Global Advisors Experience March 2003 - March 2010
Job Chief Investment Officer at FFCM LLC
Industry Investment Management
Experience
FFCM, LLC April 2010 - Present
State Street Global Advisors March 2003 - March 2010
Putnam Investments June 1995 - March 2003
US Navy May 1984 - September 1993
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Equities, Investment Banking, Bloomberg, Investments, Portfolio Management, Risk Management, Financial Risk, ETFs, Securities, Asset Allocation, Investment Strategies, Asset Management, Derivatives, Mutual Funds, Capital Markets, Private Equity, Valuation, Investment Management, Equity Research
Education
The Amos Tuck School of Business Administration,Dartmouth College
Distinction; Master of Business Administration
United States Naval Academy
Bachelor of Science degree, Electrical Engineering
FFCM, LLC April 2010 - Present
State Street Global Advisors March 2003 - March 2010
Putnam Investments June 1995 - March 2003
US Navy May 1984 - September 1993
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Equities, Investment Banking, Bloomberg, Investments, Portfolio Management, Risk Management, Financial Risk, ETFs, Securities, Asset Allocation, Investment Strategies, Asset Management, Derivatives, Mutual Funds, Capital Markets, Private Equity, Valuation, Investment Management, Equity Research
Education
The Amos Tuck School of Business Administration,Dartmouth College
Distinction; Master of Business Administration
United States Naval Academy
Bachelor of Science degree, Electrical Engineering
Rosalind Meade Jacobsen's State Street Global Advisors Experience January 2012 - Present
Job Managing Director, Institutional Client Group Western Region Team Leader at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors January 2012 - Present
State Street Global Advisors November 2010 - January 2012
State Street Global Advisors January 1998 - November 2010
Mellon Capital Management 1995 - 1997
Education
University of California, Irvine 1989 — 1993
BA, Economics
Louise S. McGehee School
State Street Global Advisors January 2012 - Present
State Street Global Advisors November 2010 - January 2012
State Street Global Advisors January 1998 - November 2010
Mellon Capital Management 1995 - 1997
Education
University of California, Irvine 1989 — 1993
BA, Economics
Louise S. McGehee School
Greg Donahue's State Street Global Advisors Experience April 1999 - April 2002
Job Lifestyle, Business & Investment Real Estate Broker
Industry Real Estate
Experience
Local Realty Advisors April 2009 - Present
Commercial Realty Advisors, Inc. May 2002 - May 2009
State Street Global Advisors April 1999 - April 2002
Skills
Investments, Investment Properties, Residential Homes, Investors, Real Estate, Real Estate Development, Brokerage, Asset Managment, Due Diligence, Location Intelligence, Property Management, Market Analysis, Disposition, Leases, Mergers & Acquisitions, Commercial Real Estate, Management
Education
Financial Modeling and Valuation Training 2009 — 2009
Financial Modeling and Valuation
Suffolk University 1994 — 1998
BS in Business Management, Major in Finance, Minor in International Business
Local Realty Advisors April 2009 - Present
Commercial Realty Advisors, Inc. May 2002 - May 2009
State Street Global Advisors April 1999 - April 2002
Skills
Investments, Investment Properties, Residential Homes, Investors, Real Estate, Real Estate Development, Brokerage, Asset Managment, Due Diligence, Location Intelligence, Property Management, Market Analysis, Disposition, Leases, Mergers & Acquisitions, Commercial Real Estate, Management
Education
Financial Modeling and Valuation Training 2009 — 2009
Financial Modeling and Valuation
Suffolk University 1994 — 1998
BS in Business Management, Major in Finance, Minor in International Business
Hall Richard Hall Richard's State Street Global Advisors Experience Deployment Services PrincipalSSgA2005 - Present
Job Win/Wintel Deployment at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors Deployment Services PrincipalSSgA2005 - Present
Consul Risk Management (acquired by IBM Software Group ) 2002 - 2003
Consul Risk Management 2000 - 2002
Massachusetts Department of Education 2000 - 2001
Education
Federal Aviation Administration 1980 — 1982
FAA A&P, Aviation Powerplants and Airframe
Trinity University
State Street Global Advisors Deployment Services PrincipalSSgA2005 - Present
Consul Risk Management (acquired by IBM Software Group ) 2002 - 2003
Consul Risk Management 2000 - 2002
Massachusetts Department of Education 2000 - 2001
Education
Federal Aviation Administration 1980 — 1982
FAA A&P, Aviation Powerplants and Airframe
Trinity University
Caruso Kristen Caruso Kristen's State Street Global Advisors Experience January 2012 - Present
Job Senior Associate at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors January 2012 - Present
Education
University of Arizona
State Street Global Advisors January 2012 - Present
Education
University of Arizona
Christopher Bilcz's State Street Global Advisors Experience 2005 - April 2013
Job Director of Quality Assurance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
State Street Global Advisors 2005 - April 2013
State Street Global Advisors September 2005 - February 2008
State Street Bank October 2002 - September 2005
State Street November 1999 - October 2002
State Street September 1998 - November 1999
JPMorgan Chase November 1997 - September 1998
JPMorgan Chase 1997 - 1997
State Street 1996 - 1997
State Street 1994 - 1996
Skills
Quality Assurance, SDLC, Software Quality..., Test Automation, Process Improvement, Test Management, Testing, Test Strategy, Team Management, Business Continuity, Test Planning, Requirements Analysis, Quality Center, Business Analysis, Software Project..., Project Management, QTP, Regression Testing, Test Cases
Education
The University of Connecticut 1989 — 1993
Bachelor of Science (B.S.), Finance
Thomaston High School 1986 — 1989
Fidelity Investments May 2013 - Present
State Street Global Advisors 2005 - April 2013
State Street Global Advisors September 2005 - February 2008
State Street Bank October 2002 - September 2005
State Street November 1999 - October 2002
State Street September 1998 - November 1999
JPMorgan Chase November 1997 - September 1998
JPMorgan Chase 1997 - 1997
State Street 1996 - 1997
State Street 1994 - 1996
Skills
Quality Assurance, SDLC, Software Quality..., Test Automation, Process Improvement, Test Management, Testing, Test Strategy, Team Management, Business Continuity, Test Planning, Requirements Analysis, Quality Center, Business Analysis, Software Project..., Project Management, QTP, Regression Testing, Test Cases
Education
The University of Connecticut 1989 — 1993
Bachelor of Science (B.S.), Finance
Thomaston High School 1986 — 1989
Conor Quinn Conor Quinn's State Street Global Advisors Experience June 2010 - June 2012
Job Institutional Sales at BlackRock
Industry Financial Services
Heather McGoldrick Dillon Heather McGoldrick Dillon's State Street Global Advisors Experience March 2000 - April 2011
Job Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors March 2000 - April 2011
State Street Securities Finance January 1995 - February 2000
Skills
Equities, Mutual Funds, Asset Managment, Hedge Funds, Bloomberg, Portfolio Management, Investments, Alternative Investments, Asset Allocation, Investment Management, ETFs, Investment Strategies, Securities, Derivatives, Capital Markets, Financial Services, Commodity, Structured Products, Asset Management
Education
Suffolk University - Sawyer Business School 1995 — 1997
MSF, Masters of Science in Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
BS, Business Administration
State Street Global Advisors March 2000 - April 2011
State Street Securities Finance January 1995 - February 2000
Skills
Equities, Mutual Funds, Asset Managment, Hedge Funds, Bloomberg, Portfolio Management, Investments, Alternative Investments, Asset Allocation, Investment Management, ETFs, Investment Strategies, Securities, Derivatives, Capital Markets, Financial Services, Commodity, Structured Products, Asset Management
Education
Suffolk University - Sawyer Business School 1995 — 1997
MSF, Masters of Science in Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
BS, Business Administration
Vivian Tran Vivian Tran's State Street Global Advisors Experience September 2012 - Present
Job
Industry Financial Services
Experience
State Street Global Advisors September 2012 - Present
Loomis, Sayles & Company June 2011 - September 2012
State Street Bank December 2008 - June 2011
ZUME'S COFFEEHOUSE July 2007 - December 2008
Education
Suffolk University - Sawyer Business School 2004 — 2008
BSBA, Global Business & Management
Suffolk University - Madrid Campus 2004 — 2006
BSBA, Global Business
State Street Global Advisors September 2012 - Present
Loomis, Sayles & Company June 2011 - September 2012
State Street Bank December 2008 - June 2011
ZUME'S COFFEEHOUSE July 2007 - December 2008
Education
Suffolk University - Sawyer Business School 2004 — 2008
BSBA, Global Business & Management
Suffolk University - Madrid Campus 2004 — 2006
BSBA, Global Business
Angelique D Tulloch Angelique D Tulloch's State Street Global Advisors Experience 2007 - 2011
Job Financial Services
Industry Financial Services
Experience
The McTigue Financial Group - Northwestern Mutual 2012 - 2013
State Street Global Advisors 2007 - 2011
Skills
To learn more about my...
Education
Harvard University Extension School 2011 — 2014
Master of Science (MS), Finance
Tufts University 2003 — 2007
Bachelor of Arts (B.A.), Economics
providencest mel
The McTigue Financial Group - Northwestern Mutual 2012 - 2013
State Street Global Advisors 2007 - 2011
Skills
To learn more about my...
Education
Harvard University Extension School 2011 — 2014
Master of Science (MS), Finance
Tufts University 2003 — 2007
Bachelor of Arts (B.A.), Economics
providencest mel
Claire Kurmel's State Street Global Advisors Experience June 2012 - Present
Job Marketing Manager
Industry Financial Services
Experience
State Street Global Advisors June 2012 - Present
Skills
Marketing Management, Financial Services, E-commerce, Direct Marketing, Strategic Communications, Start-ups, Collateral, Institutional..., Credit Cards, Project Management, Competitive Analysis, Marketing, Analytics, Integrated Marketing, Segmentation, Database Marketing, Strategy, Web Analytics, Marketing Strategy, Multi-channel Marketing, Product Marketing
Education
University of California, Davis - Graduate School of Management 2002 — 2004
MBA, Marketing
State Street Global Advisors June 2012 - Present
Skills
Marketing Management, Financial Services, E-commerce, Direct Marketing, Strategic Communications, Start-ups, Collateral, Institutional..., Credit Cards, Project Management, Competitive Analysis, Marketing, Analytics, Integrated Marketing, Segmentation, Database Marketing, Strategy, Web Analytics, Marketing Strategy, Multi-channel Marketing, Product Marketing
Education
University of California, Davis - Graduate School of Management 2002 — 2004
MBA, Marketing
Chris Ingle, CFA's State Street Global Advisors Experience April 2014 - Present
Job
Industry Investment Management
Experience
State Street Global Advisors April 2014 - Present
Wells Fargo Bank May 2010 - March 2014
Morley Financial May 2009 - June 2010
Loomis Sayles August 2005 - May 2009
Invesco Funds Group 1999 - 2005
INVESCO 1999 - 2004
Skills
Equities, Fixed Income, Investments, Portfolio Management, Securities, Asset Management, High Yield, Alternative Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 1999
MBA
Texas Christian University - M.J. Neeley School of Business 1989 — 1993
BBA
State Street Global Advisors April 2014 - Present
Wells Fargo Bank May 2010 - March 2014
Morley Financial May 2009 - June 2010
Loomis Sayles August 2005 - May 2009
Invesco Funds Group 1999 - 2005
INVESCO 1999 - 2004
Skills
Equities, Fixed Income, Investments, Portfolio Management, Securities, Asset Management, High Yield, Alternative Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 1999
MBA
Texas Christian University - M.J. Neeley School of Business 1989 — 1993
BBA
Jose Annunziato's State Street Global Advisors Experience July 2006 - June 2008
Job Senior Software Consultant at Harvard Medical School
Industry Information Technology and Services
Experience
Harvard Medical School January 2015 - Present
Northeastern University June 2012 - Present
American Tower February 2014 - December 2014
Harvard University July 2013 - December 2013
University of Massachusetts September 1999 - May 2013
Lycos, Inc. January 2012 - June 2012
Aquent 2011 - 2012
Percussion Software September 2009 - December 2011
Foliage July 2006 - February 2009
State Street Global Advisors July 2006 - June 2008
Skills
J2EE, JavaScript, jQuery, SOA, XML, Unix, Web Services, SQL, Agile Methodologies, Requirements Analysis, Perforce, Subversion, Eclipse, Java, AJAX, MySQL, Hibernate, Software Engineering, C++, Distributed Systems, Java Enterprise Edition, Linux, Oracle, UML, Scrum, Software Development, Git, Apache, C, Tomcat, Software Design, Spring, Ruby on Rails, Agile Project Management, JBoss Application Server, OOP, Python, Architecture, Object Oriented Design, JSP, CSS, REST, Databases
Education
University of Massachusetts Lowell 1993 — 1998
DSc., Computer Science
Universidad Metropolitana (VE) 1986 — 1991
BS, Electrical Engineering
Saunders Trade and Technical High School 1982 — 1986
High School, Electronics
Harvard Medical School January 2015 - Present
Northeastern University June 2012 - Present
American Tower February 2014 - December 2014
Harvard University July 2013 - December 2013
University of Massachusetts September 1999 - May 2013
Lycos, Inc. January 2012 - June 2012
Aquent 2011 - 2012
Percussion Software September 2009 - December 2011
Foliage July 2006 - February 2009
State Street Global Advisors July 2006 - June 2008
Skills
J2EE, JavaScript, jQuery, SOA, XML, Unix, Web Services, SQL, Agile Methodologies, Requirements Analysis, Perforce, Subversion, Eclipse, Java, AJAX, MySQL, Hibernate, Software Engineering, C++, Distributed Systems, Java Enterprise Edition, Linux, Oracle, UML, Scrum, Software Development, Git, Apache, C, Tomcat, Software Design, Spring, Ruby on Rails, Agile Project Management, JBoss Application Server, OOP, Python, Architecture, Object Oriented Design, JSP, CSS, REST, Databases
Education
University of Massachusetts Lowell 1993 — 1998
DSc., Computer Science
Universidad Metropolitana (VE) 1986 — 1991
BS, Electrical Engineering
Saunders Trade and Technical High School 1982 — 1986
High School, Electronics
Pamela Shipp's State Street Global Advisors Experience April 1997 - April 2005
Job AVP Enterprise Technical Services at State Street
Industry Information Technology and Services
Experience
State Street March 2013 - Present
SSgA March 2011 - March 2013
SSgA March 2009 - March 2011
SSgA (State Street Global Advisors) April 2005 - March 2009
State Street Global Advisors April 1997 - April 2005
State Street Global Advisors January 1996 - April 1997
Lechmere 1987 - 1995
Lechmere 1984 - 1987
Opera Company of Boston 1981 - 1987
American Repertory Theatre 1984 - 1986
Skills
ITIL, Change Management, Management, Conflict Resolution, Disaster Recovery, Unix, Team Building, Project Management, IT Management, Oracle, Technical Training, Requirements Analysis, Information Technology, Databases, Operating Systems, Microsoft SQL Server, Training, Solaris, Leadership, Performance Tuning, Testing, Sybase, System Deployment, Database Administration, Networking, Technical Support, SDLC, Servers, SharePoint, Vendor Management, Business Intelligence, Integration, Software Project..., IT Service Management, SQL, Business Analysis, IT Strategy, Systems Analysis, Data Migration, Agile Methodologies, Requirements Gathering, Software Documentation, Enterprise Software
Education
The Catholic University of America 1978 — 1981
Theater
Reading Memorial High School 1974 — 1978
HS, College Prep
State Street March 2013 - Present
SSgA March 2011 - March 2013
SSgA March 2009 - March 2011
SSgA (State Street Global Advisors) April 2005 - March 2009
State Street Global Advisors April 1997 - April 2005
State Street Global Advisors January 1996 - April 1997
Lechmere 1987 - 1995
Lechmere 1984 - 1987
Opera Company of Boston 1981 - 1987
American Repertory Theatre 1984 - 1986
Skills
ITIL, Change Management, Management, Conflict Resolution, Disaster Recovery, Unix, Team Building, Project Management, IT Management, Oracle, Technical Training, Requirements Analysis, Information Technology, Databases, Operating Systems, Microsoft SQL Server, Training, Solaris, Leadership, Performance Tuning, Testing, Sybase, System Deployment, Database Administration, Networking, Technical Support, SDLC, Servers, SharePoint, Vendor Management, Business Intelligence, Integration, Software Project..., IT Service Management, SQL, Business Analysis, IT Strategy, Systems Analysis, Data Migration, Agile Methodologies, Requirements Gathering, Software Documentation, Enterprise Software
Education
The Catholic University of America 1978 — 1981
Theater
Reading Memorial High School 1974 — 1978
HS, College Prep
Jeremie Bourque's State Street Global Advisors Experience September 2000 - June 2005
Job Sr. Project Manager at BlueMatrix
Industry Financial Services
Experience
Ipreo April 2012 - July 2013
FBR & Co. March 2011 - November 2011
FBR & Co. July 2005 - May 2011
State Street Global Advisors September 2000 - June 2005
State Street Global Advisors June 1995 - September 2000
Skills
Software Project..., Business Analysis, Staff Supervision, Vendor Management, User Acceptance Testing, ITIL, Asset Management, Asset Managment, Project Management, Process Improvement, CRM, Program Management, Budgets, Leadership, Agile Methodologies, Management, Financial Services, Banking, Business Intelligence, Project Planning, Databases, Securities, Portfolio Management, Product Development, Investments, Contract Negotiation, Training, Software Development, Risk Management, Capital Markets, Quality Assurance, SDLC, Bloomberg, Requirements Gathering, Market Data, Strategy, Trading, Equities, Product Management, SaaS, Relationship Management, Trading Systems, Analysis, Business Process..., Investment Banking
Education
O'Sullivan College 1992 — 1995
Business Administration Degree, Marketing Co-Op Program
Université de Moncton 1990 — 1992
Business Administration (Partial), Marketing
Ipreo April 2012 - July 2013
FBR & Co. March 2011 - November 2011
FBR & Co. July 2005 - May 2011
State Street Global Advisors September 2000 - June 2005
State Street Global Advisors June 1995 - September 2000
Skills
Software Project..., Business Analysis, Staff Supervision, Vendor Management, User Acceptance Testing, ITIL, Asset Management, Asset Managment, Project Management, Process Improvement, CRM, Program Management, Budgets, Leadership, Agile Methodologies, Management, Financial Services, Banking, Business Intelligence, Project Planning, Databases, Securities, Portfolio Management, Product Development, Investments, Contract Negotiation, Training, Software Development, Risk Management, Capital Markets, Quality Assurance, SDLC, Bloomberg, Requirements Gathering, Market Data, Strategy, Trading, Equities, Product Management, SaaS, Relationship Management, Trading Systems, Analysis, Business Process..., Investment Banking
Education
O'Sullivan College 1992 — 1995
Business Administration Degree, Marketing Co-Op Program
Université de Moncton 1990 — 1992
Business Administration (Partial), Marketing
James Haviet's State Street Global Advisors Experience October 2008 - Present
Job Senior Performance Measurement Analyst
Industry Financial Services
Experience
State Street Global Advisors October 2008 - Present
Education
Suffolk University 1989 — 1992
State Street Global Advisors October 2008 - Present
Education
Suffolk University 1989 — 1992
Coleen Howard's State Street Global Advisors Experience September 2012 - November 2013
Job Vice President, Prime Services at Pershing LLC, a BNY Mellon company
Industry Financial Services
Experience
100 Women In Hedge Funds July 2014 - Present
Pershing LLC, a BNY Mellon company November 2013 - Present
State Street Global Advisors September 2012 - November 2013
Bank of America Merrill Lynch January 2010 - July 2011
Fidelity Prime Services February 2006 - December 2009
Bear Stearns May 2000 - 2006
State Street Global Advisors 1996 - 2000
Skills
Prime Brokerage, Capital Markets, Series 7, Equities, Fixed Income, Alternative Investments, Hedge Funds, Mutual Funds, Securities, Series 63, Securities Lending, Derivatives, Bloomberg, Electronic Trading, Trading Systems, Finance, Options, Asset Management, Relationship Management
Education
Syracuse University 1992 — 1996
BS
100 Women In Hedge Funds July 2014 - Present
Pershing LLC, a BNY Mellon company November 2013 - Present
State Street Global Advisors September 2012 - November 2013
Bank of America Merrill Lynch January 2010 - July 2011
Fidelity Prime Services February 2006 - December 2009
Bear Stearns May 2000 - 2006
State Street Global Advisors 1996 - 2000
Skills
Prime Brokerage, Capital Markets, Series 7, Equities, Fixed Income, Alternative Investments, Hedge Funds, Mutual Funds, Securities, Series 63, Securities Lending, Derivatives, Bloomberg, Electronic Trading, Trading Systems, Finance, Options, Asset Management, Relationship Management
Education
Syracuse University 1992 — 1996
BS
David B. Smith, CFA's State Street Global Advisors Experience September 1990 - September 2001
Job Chief Investment Officer at Rockland Trust Company/Bright Rock Capital Management
Industry Investment Management
Experience
Rockland Trust Company December 2003 - Present
Mellon Growth Advisors September 2001 - March 2003
State Street Global Advisors September 1990 - September 2001
Skills
Investments, Wealth Management, Portfolio Management, Investment Management, Fixed Income, Asset Management, Investment Strategies, Separately Managed..., Institutional..., Alternative Investments, Equities, Asset Allocation, Mutual Funds, Hedge Funds, Equity Research, Series 7, Investment Advisory
Education
Suffolk University - Sawyer School of Management 1993 — 1999
Master of Science (MS), Finance, General, Masters
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
Rockland Trust Company December 2003 - Present
Mellon Growth Advisors September 2001 - March 2003
State Street Global Advisors September 1990 - September 2001
Skills
Investments, Wealth Management, Portfolio Management, Investment Management, Fixed Income, Asset Management, Investment Strategies, Separately Managed..., Institutional..., Alternative Investments, Equities, Asset Allocation, Mutual Funds, Hedge Funds, Equity Research, Series 7, Investment Advisory
Education
Suffolk University - Sawyer School of Management 1993 — 1999
Master of Science (MS), Finance, General, Masters
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
Elizabeth Marshall Murphy's State Street Global Advisors Experience February 2014 - Present
Job Managing Director, Marketing Technology
Industry Financial Services
Experience
State Street Global Advisors February 2014 - Present
State Street January 2012 - February 2014
State Street March 2007 - January 2012
State Street March 2002 - March 2007
State Street Research/State Street Global Advisors December 1998 - April 2001
Skills
Analytics, Asset Management, Bloomberg, Competitive Analysis, ETFs, Equities, Financial Services, Fixed Income, Investments, Marketing, Mutual Funds, Project Management, Securities, Strategy, Management
Education
Suffolk University - Sawyer Business School 2001 — 2003
Executive MBA, Marketing, Finance
Tufts University 1993 — 1997
BS, Mathematics
State Street Global Advisors February 2014 - Present
State Street January 2012 - February 2014
State Street March 2007 - January 2012
State Street March 2002 - March 2007
State Street Research/State Street Global Advisors December 1998 - April 2001
Skills
Analytics, Asset Management, Bloomberg, Competitive Analysis, ETFs, Equities, Financial Services, Fixed Income, Investments, Marketing, Mutual Funds, Project Management, Securities, Strategy, Management
Education
Suffolk University - Sawyer Business School 2001 — 2003
Executive MBA, Marketing, Finance
Tufts University 1993 — 1997
BS, Mathematics
Kate E. McCabe's State Street Global Advisors Experience January 2007 - March 2008
Job Vice President, Global Product Development and Management at SSgA
Industry Financial Services
Experience
SSgA September 2010 - Present
SSgA April 2008 - January 2011
State Street Global Advisors January 2007 - March 2008
State Street Bank GmbH January 2006 - December 2006
State Street Bank GmbH 2003 - 2005
State Street Bank August 2001 - August 2003
Skills
Management Consulting, Strategy, Analysis, Integration, Management, Product Management, Fixed Income, Banking
Education
Trinity College-Hartford 1993 — 1997
Noble and Greenough 1988 — 1993
SSgA September 2010 - Present
SSgA April 2008 - January 2011
State Street Global Advisors January 2007 - March 2008
State Street Bank GmbH January 2006 - December 2006
State Street Bank GmbH 2003 - 2005
State Street Bank August 2001 - August 2003
Skills
Management Consulting, Strategy, Analysis, Integration, Management, Product Management, Fixed Income, Banking
Education
Trinity College-Hartford 1993 — 1997
Noble and Greenough 1988 — 1993
Jim Nelson, CFA's State Street Global Advisors Experience 2004 - Present
Job Institutional Sales/Relationship Management at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors 2004 - Present
Skills
Equities, Asset Management, Fixed Income, Management, Marketing, Investment Management
Education
University of Richmond - Robins School of Business 1997 — 2001
BS, Finance
The University of Queensland 2000 — 2000
State Street Global Advisors 2004 - Present
Skills
Equities, Asset Management, Fixed Income, Management, Marketing, Investment Management
Education
University of Richmond - Robins School of Business 1997 — 2001
BS, Finance
The University of Queensland 2000 — 2000
Heidi Singleton's State Street Global Advisors Experience June 2008 - March 2013
Job IT Vendor Management, Contract Manager at State Street
Industry Financial Services
Experience
State Street March 2013 - Present
State Street Global Advisors June 2008 - March 2013
Michaels, Ward & Rabinovitz January 2006 - November 2007
State Street October 1996 - June 2000
Skills
Corporate Governance, Proxy Contests, Litigation, Investments, Arbitration, Financial Services, Analysis
Education
The Catholic University of America, Columbus School of Law 2000 — 2003
JD
University of New Hampshire 1992 — 1996
State Street March 2013 - Present
State Street Global Advisors June 2008 - March 2013
Michaels, Ward & Rabinovitz January 2006 - November 2007
State Street October 1996 - June 2000
Skills
Corporate Governance, Proxy Contests, Litigation, Investments, Arbitration, Financial Services, Analysis
Education
The Catholic University of America, Columbus School of Law 2000 — 2003
JD
University of New Hampshire 1992 — 1996
Mercedeh Shahbodaghi's State Street Global Advisors Experience October 1999 - June 2003
Job Vice President at U.S. Trust
Industry Investment Management
Experience
U.S. Trust June 2003 - Present
United States Trust Co, N.A. 1999 - Present
State Street Global Advisors October 1999 - June 2003
BankBoston 1982 - 1990
Education
Suffolk University - Sawyer Business School 1978 — 1981
U.S. Trust June 2003 - Present
United States Trust Co, N.A. 1999 - Present
State Street Global Advisors October 1999 - June 2003
BankBoston 1982 - 1990
Education
Suffolk University - Sawyer Business School 1978 — 1981
Julie Fleming's State Street Global Advisors Experience September 2004 - Present
Job Principal at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors September 2004 - Present
State Street Corporation 2001 - 2004
Skills
Bloomberg, Equities
Education
Union College 1997 — 2001
BA, Modern Languages
Pingree 1997 — 1997
State Street Global Advisors September 2004 - Present
State Street Corporation 2001 - 2004
Skills
Bloomberg, Equities
Education
Union College 1997 — 2001
BA, Modern Languages
Pingree 1997 — 1997
Tracy Hawkins's State Street Global Advisors Experience 2010 - 2012
Job Senior Investment Management Attorney
Industry Financial Services
Experience
State Street Global Advisors 2010 - 2012
Barclays Global Investors April 2001 - March 2010
Skills
Hedge Funds, Securities, Securities Regulation, Alternative Investments, ERISA, Derivatives, Options, Risk Management, Equities, Corporate Finance, Fixed Income, Capital Markets, Asset Management, Financial Markets, Financial Risk, Credit Derivatives, Swaps, Equity Derivatives, FINRA, Financial Services, Investment Management, Corporate Governance, Mutual Funds, Financial Regulation, Investments, AML, ETFs, Structured Finance, Fund Of Funds
Education
The University of Birmingham 1984 — 1987
Bachelor of Laws (LL.B.) (Honours)
State Street Global Advisors 2010 - 2012
Barclays Global Investors April 2001 - March 2010
Skills
Hedge Funds, Securities, Securities Regulation, Alternative Investments, ERISA, Derivatives, Options, Risk Management, Equities, Corporate Finance, Fixed Income, Capital Markets, Asset Management, Financial Markets, Financial Risk, Credit Derivatives, Swaps, Equity Derivatives, FINRA, Financial Services, Investment Management, Corporate Governance, Mutual Funds, Financial Regulation, Investments, AML, ETFs, Structured Finance, Fund Of Funds
Education
The University of Birmingham 1984 — 1987
Bachelor of Laws (LL.B.) (Honours)
T.J. Gardner's State Street Global Advisors Experience May 2014 - Present
Job Associate Regional Consultant with State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors May 2014 - Present
State Street Global Advisors March 2013 - April 2014
State Street Bank February 2011 - February 2013
State Street Global Advisors September 2009 - February 2011
State Street January 2008 - September 2009
Skills
Fixed Income, Portfolio Management, Asset Allocation, Fund Accounting, Relationship Management, Mutual Funds, Equities, Corporate Actions, Microsoft Excel, FINRA, Analysis, Business Analysis, PowerPoint, Microsoft Office, Cash Flow, Bloomberg, Customer Service, Series 7, Series 63
Education
The George Washington University - School of Business 2003 — 2007
Bachelor of Science (BS), Marketing
State Street Global Advisors May 2014 - Present
State Street Global Advisors March 2013 - April 2014
State Street Bank February 2011 - February 2013
State Street Global Advisors September 2009 - February 2011
State Street January 2008 - September 2009
Skills
Fixed Income, Portfolio Management, Asset Allocation, Fund Accounting, Relationship Management, Mutual Funds, Equities, Corporate Actions, Microsoft Excel, FINRA, Analysis, Business Analysis, PowerPoint, Microsoft Office, Cash Flow, Bloomberg, Customer Service, Series 7, Series 63
Education
The George Washington University - School of Business 2003 — 2007
Bachelor of Science (BS), Marketing
Navin Adnani's State Street Global Advisors Experience June 2008 - Present
Job Project Manager/ Operations Lead – Corporate and Investment Bank
Industry Investment Management
Experience
JPMorgan Chase March 2013 - Present
State Street Global Advisors June 2008 - Present
State Street Global Advisors June 2009 - June 2010
State Street Global Advisors June 2008 - June 2009
Citigroup Global Services Ltd now TCS e-Serve International Ltd. April 2001 - July 2007
Skills
Business Analysis, Risk Management, Fixed Income, Investments, Leadership, Portfolio Management, Equities, Project Management, PMO
Education
Suffolk University - Sawyer Business School 2007 — 2009
Global MBA, International Finance
JPMorgan Chase March 2013 - Present
State Street Global Advisors June 2008 - Present
State Street Global Advisors June 2009 - June 2010
State Street Global Advisors June 2008 - June 2009
Citigroup Global Services Ltd now TCS e-Serve International Ltd. April 2001 - July 2007
Skills
Business Analysis, Risk Management, Fixed Income, Investments, Leadership, Portfolio Management, Equities, Project Management, PMO
Education
Suffolk University - Sawyer Business School 2007 — 2009
Global MBA, International Finance
Denise Heffron's State Street Global Advisors Experience August 2008 - Present
Job Relationship Manager
Industry Financial Services
Experience
State Street Global Advisors August 2008 - Present
US Trust 2004 - 2008
State Street Global Advisors 2001 - 2004
Skills
Wealth Management, Financial Services, Finance, Equities, Portfolio Management
Education
Suffolk University - Sawyer Business School 1996 — 2000
State Street Global Advisors August 2008 - Present
US Trust 2004 - 2008
State Street Global Advisors 2001 - 2004
Skills
Wealth Management, Financial Services, Finance, Equities, Portfolio Management
Education
Suffolk University - Sawyer Business School 1996 — 2000
Anthony Marchesiani's State Street Global Advisors Experience March 2001 - Present
Job Principal at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors March 2001 - Present
State Street Global Advisers 2001 - Present
Skills
Mutual Funds, CRM, Securities, Bloomberg, Investments, Market Research, Account Management, Fixed Income, Derivatives, Equities
Education
Suffolk University - Sawyer Business School 2004 — 2010
MBA
Suffolk University - Sawyer Business School 1997 — 2001
BSBA, FINANCE
State Street Global Advisors March 2001 - Present
State Street Global Advisers 2001 - Present
Skills
Mutual Funds, CRM, Securities, Bloomberg, Investments, Market Research, Account Management, Fixed Income, Derivatives, Equities
Education
Suffolk University - Sawyer Business School 2004 — 2010
MBA
Suffolk University - Sawyer Business School 1997 — 2001
BSBA, FINANCE
Anne Noga's State Street Global Advisors Experience September 2010 - July 2013
Job Sr. Business Systems Analyst at Epsilon
Industry Information Technology and Services
Experience
Epsilon July 2013 - Present
State Street Global Advisors September 2010 - July 2013
VENTURE FINANCIAL SYSTEMS GROUP February 2001 - March 2010
Wellington Management Company February 2005 - February 2010
Fidelity Investments January 2004 - January 2005
Putnam Investments June 2001 - December 2003
Brown Brothers Harriman & Co February 2001 - June 2001
DST SYSTEMS INC January 1998 - January 2001
Putnam Investments June 1992 - October 1998
Skills
Financial Services, SDLC, Business Analysis, Business Requirements, User Acceptance Testing, Systems Analysis, Process Improvement, Project Management, Reference Data, Corporate Actions, Business Process..., Visio, Mutual Funds, Fixed Income, Swaps and Derivatives, Equities, XML, SoapUI
Education
Suffolk University
MBA
Worcester Polytechnic Institute
BSME
Epsilon July 2013 - Present
State Street Global Advisors September 2010 - July 2013
VENTURE FINANCIAL SYSTEMS GROUP February 2001 - March 2010
Wellington Management Company February 2005 - February 2010
Fidelity Investments January 2004 - January 2005
Putnam Investments June 2001 - December 2003
Brown Brothers Harriman & Co February 2001 - June 2001
DST SYSTEMS INC January 1998 - January 2001
Putnam Investments June 1992 - October 1998
Skills
Financial Services, SDLC, Business Analysis, Business Requirements, User Acceptance Testing, Systems Analysis, Process Improvement, Project Management, Reference Data, Corporate Actions, Business Process..., Visio, Mutual Funds, Fixed Income, Swaps and Derivatives, Equities, XML, SoapUI
Education
Suffolk University
MBA
Worcester Polytechnic Institute
BSME
Louis Basque's State Street Global Advisors Experience March 2000 - Present
Job Vice President, Porfolio Strategist at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors March 2000 - Present
Synergy Asset Management June 1998 - April 2000
Bank of Montreal 1996 - 1998
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Equities, ETFs, Product Development, Asset Management, Bonds, Mutual Funds, Capital Markets, Investments, Asset Allocation
Education
Université du Québec à Montréal 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, Economics
College du Bois de Boulogne 1986 — 1989
DEC, Administration
College Notre Dame 1981 — 1986
DES
State Street Global Advisors March 2000 - Present
Synergy Asset Management June 1998 - April 2000
Bank of Montreal 1996 - 1998
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Equities, ETFs, Product Development, Asset Management, Bonds, Mutual Funds, Capital Markets, Investments, Asset Allocation
Education
Université du Québec à Montréal 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, Economics
College du Bois de Boulogne 1986 — 1989
DEC, Administration
College Notre Dame 1981 — 1986
DES
Richard Noonan's State Street Global Advisors Experience April 2007 - Present
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors April 2007 - Present
Fidelity Investments March 2006 - April 2007
Fidelity 1990 - 2007
Fidelity Investments December 2002 - December 2005
Fidelity Investments March 1998 - October 2002
Fidelity Investments March 1994 - March 1998
Fidelity Investments August 1990 - March 1994
Education
Suffolk University 1976 — 1980
BS, Business
State Street Global Advisors April 2007 - Present
Fidelity Investments March 2006 - April 2007
Fidelity 1990 - 2007
Fidelity Investments December 2002 - December 2005
Fidelity Investments March 1998 - October 2002
Fidelity Investments March 1994 - March 1998
Fidelity Investments August 1990 - March 1994
Education
Suffolk University 1976 — 1980
BS, Business
Kristine Hodlin's State Street Global Advisors Experience 1998 - 2008
Job Vice President at State Street Corporation
Industry Information Technology and Services
Experience
State Street Corporation April 2008 - Present
State Street Global Advisors 1998 - 2008
Fidelity Investments 1994 - 1999
State Street Corporation 1995 - 1995
Bradford National Corp. 1978 - 1985
Skills
Securities Lending, Fixed Income
Education
The University of Connecticut
Bachelor of Sciences, Mathematics and Computer Science
State Street Corporation April 2008 - Present
State Street Global Advisors 1998 - 2008
Fidelity Investments 1994 - 1999
State Street Corporation 1995 - 1995
Bradford National Corp. 1978 - 1985
Skills
Securities Lending, Fixed Income
Education
The University of Connecticut
Bachelor of Sciences, Mathematics and Computer Science
Linda Bendok's State Street Global Advisors Experience July 2015 - Present
Job KYCAML Risk Assessment Officer at SSgA
Industry Financial Services
Experience
State Street Global Advisors July 2015 - Present
State Street Global Advisors March 2015 - Present
Pioneer Institutional Asset Management, Inc. November 2013 - March 2015
Pioneer Institutional Asset Management, Inc. October 2012 - October 2013
Pioneer Investments January 2004 - October 2012
Fidelity Investments 1998 - 2001
Testa, Hurwitz & Thibeault, LLP 1995 - 1997
Skills
Mutual Funds, Series 7, Series 63, Relationship Management, Fixed Annuities, Retirement Planning, Retirement, Series 6, Fixed Income, Business Development, Management
Education
Suffolk University 1991 — 1997
MA, Communication / Public Relations
Suffolk University 1985 — 1989
BS, Sociology
State Street Global Advisors July 2015 - Present
State Street Global Advisors March 2015 - Present
Pioneer Institutional Asset Management, Inc. November 2013 - March 2015
Pioneer Institutional Asset Management, Inc. October 2012 - October 2013
Pioneer Investments January 2004 - October 2012
Fidelity Investments 1998 - 2001
Testa, Hurwitz & Thibeault, LLP 1995 - 1997
Skills
Mutual Funds, Series 7, Series 63, Relationship Management, Fixed Annuities, Retirement Planning, Retirement, Series 6, Fixed Income, Business Development, Management
Education
Suffolk University 1991 — 1997
MA, Communication / Public Relations
Suffolk University 1985 — 1989
BS, Sociology
Edwin Batista's State Street Global Advisors Experience August 2014 - February 2015
Job Compliance Specialist
Industry Law Practice
Experience
GMO February 2015 - Present
State Street Global Advisors August 2014 - February 2015
Natixis Global Asset Management February 2014 - July 2014
Aceto, Bonner & Prager, P.C. May 2013 - February 2014
Zolio Investment Management September 2013 - November 2013
Office of Consumer Affairs and Business Regulation May 2013 - August 2013
Massachusetts District Court June 2012 - August 2012
Suffolk University Law School Professor Frank Cooper June 2012 - August 2012
State Street Corporation/Investors Bank and Trust July 2009 - July 2011
iProducts Group September 2007 - July 2009
Skills
Financial Reporting, LexisNexis, Westlaw, fluent in Spanish, Intellectual Property, PowerPoint, Legal Research, Civil Litigation, Criminal Law, Research, Arbitration, Litigation, Lexis, Legal Writing, Trials, Corporate Tax, Microsoft Excel, Corporate Finance
Education
Suffolk University Law School 2011 — 2014
Juris Doctor (J.D.), Business Law and Financial Services Concentration with Distinction, cum laude
Salem State College 2003 — 2007
B.A, Business management; economics minor
Revere High School 1999 — 2003
GMO February 2015 - Present
State Street Global Advisors August 2014 - February 2015
Natixis Global Asset Management February 2014 - July 2014
Aceto, Bonner & Prager, P.C. May 2013 - February 2014
Zolio Investment Management September 2013 - November 2013
Office of Consumer Affairs and Business Regulation May 2013 - August 2013
Massachusetts District Court June 2012 - August 2012
Suffolk University Law School Professor Frank Cooper June 2012 - August 2012
State Street Corporation/Investors Bank and Trust July 2009 - July 2011
iProducts Group September 2007 - July 2009
Skills
Financial Reporting, LexisNexis, Westlaw, fluent in Spanish, Intellectual Property, PowerPoint, Legal Research, Civil Litigation, Criminal Law, Research, Arbitration, Litigation, Lexis, Legal Writing, Trials, Corporate Tax, Microsoft Excel, Corporate Finance
Education
Suffolk University Law School 2011 — 2014
Juris Doctor (J.D.), Business Law and Financial Services Concentration with Distinction, cum laude
Salem State College 2003 — 2007
B.A, Business management; economics minor
Revere High School 1999 — 2003
Robert Furdak's State Street Global Advisors Experience June 1989 - November 1997
Job Chief Investment Officer at Numeric Investors
Industry Investment Management
Experience
Numeric Investors November 1997 - Present
State Street Global Advisors June 1989 - November 1997
Harvard Management Company 1985 - 1987
Skills
Investment Management, Alternative Investments, Asset Allocation, Hedge Funds
Education
The University of Chicago - Booth School of Business 1987 — 1989
Master of Business Administration (MBA), Finance
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
bba, finance
Numeric Investors November 1997 - Present
State Street Global Advisors June 1989 - November 1997
Harvard Management Company 1985 - 1987
Skills
Investment Management, Alternative Investments, Asset Allocation, Hedge Funds
Education
The University of Chicago - Booth School of Business 1987 — 1989
Master of Business Administration (MBA), Finance
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
bba, finance
Thomas E. O'Brien, CFA's State Street Global Advisors Experience January 2000 - November 2004
Job Senior Global Equity Portfolio Manager
Industry Investment Management
Experience
Northern Trust November 2004 - Present
State Street Global Advisors January 2000 - November 2004
State Street Global Advisors January 1997 - January 2000
State Street January 1992 - January 1997
State Street October 1987 - January 1992
Education
Suffolk University - Sawyer Business School
MBA, Finance
University of Rhode Island - College of Business Administration
BS, Finance
Northern Trust November 2004 - Present
State Street Global Advisors January 2000 - November 2004
State Street Global Advisors January 1997 - January 2000
State Street January 1992 - January 1997
State Street October 1987 - January 1992
Education
Suffolk University - Sawyer Business School
MBA, Finance
University of Rhode Island - College of Business Administration
BS, Finance
Ivy Callender's State Street Global Advisors Experience 2000 - 2002
Job Sales | Client Relationships | Retail | Profitability | Logistical Operations
Industry Retail
Experience
IvyDesignsNYC May 2014 - Present
IKEA February 2008 - August 2014
IKEA July 2010 - May 2014
IKEA February 2006 - February 2008
Arts & Crafts Fine Interior Design March 2002 - January 2006
State Street Global Advisors 2000 - 2002
YMCA of Greater Boston 1994 - 2002
Skills
Business Relationship..., Creative Services, Risk Management, Training and Development, Training Delivery, Development Of Employees, New Business Development, Sales Management, Sales Operations, Sales Presentations, Interior Design, Kitchen & Bath Design, Non-profit Board..., Advisory Boards, Customer Service, Program Management, Management, Strategic Planning, Budgets, Leadership Development, Recruiting, Leadership, Sales, Training, Public Speaking, Nonprofits
Education
Suffolk University - Sawyer School of Management 1986 — 1988
M.B.A., Finance
University of Massachusetts, Amherst 1977 — 1981
B.A., History, Economics
Elma Lewis School of Fine Arts
IvyDesignsNYC May 2014 - Present
IKEA February 2008 - August 2014
IKEA July 2010 - May 2014
IKEA February 2006 - February 2008
Arts & Crafts Fine Interior Design March 2002 - January 2006
State Street Global Advisors 2000 - 2002
YMCA of Greater Boston 1994 - 2002
Skills
Business Relationship..., Creative Services, Risk Management, Training and Development, Training Delivery, Development Of Employees, New Business Development, Sales Management, Sales Operations, Sales Presentations, Interior Design, Kitchen & Bath Design, Non-profit Board..., Advisory Boards, Customer Service, Program Management, Management, Strategic Planning, Budgets, Leadership Development, Recruiting, Leadership, Sales, Training, Public Speaking, Nonprofits
Education
Suffolk University - Sawyer School of Management 1986 — 1988
M.B.A., Finance
University of Massachusetts, Amherst 1977 — 1981
B.A., History, Economics
Elma Lewis School of Fine Arts
Judith Saryan's State Street Global Advisors Experience December 1980 - March 2009
Job Project Manager at AIWA
Industry Financial Services
Experience
AIWA January 2014 - Present
Eaton Vance March 1999 - January 2014
Eaton Vance Investment Managers 1999 - January 2014
State Street Global Advisors December 1980 - March 2009
State Street Global Advisors December 1980 - March 1999
Education
Wellesley College 1970 — 1975
BA, Economics
University of East Anglia 1973 — 1974
Economic Development
AIWA January 2014 - Present
Eaton Vance March 1999 - January 2014
Eaton Vance Investment Managers 1999 - January 2014
State Street Global Advisors December 1980 - March 2009
State Street Global Advisors December 1980 - March 1999
Education
Wellesley College 1970 — 1975
BA, Economics
University of East Anglia 1973 — 1974
Economic Development
Jocelyn Ross-Goldberg's State Street Global Advisors Experience January 1995 - Present
Job Manager of Special Events at State Street Global Advisors
Industry Events Services
Experience
State Street Global Advisors January 1995 - Present
The Boston Consulting Group April 1992 - February 1993
Cunningham Communications 1990 - 1992
Skills
Event Planning, Social Media, Microsoft Office, Strategy, Marketing, Event Management, Marketing Communications, Strategic Planning, Project Management, Financial Services, Marketing Strategy, Corporate Events, Social Media Marketing, Fundraising, CRM, Customer Service, Social Networking, Market Research, Email Marketing
Education
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Psychology
State Street Global Advisors January 1995 - Present
The Boston Consulting Group April 1992 - February 1993
Cunningham Communications 1990 - 1992
Skills
Event Planning, Social Media, Microsoft Office, Strategy, Marketing, Event Management, Marketing Communications, Strategic Planning, Project Management, Financial Services, Marketing Strategy, Corporate Events, Social Media Marketing, Fundraising, CRM, Customer Service, Social Networking, Market Research, Email Marketing
Education
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Psychology
Steven Russo, CFA's State Street Global Advisors Experience March 1997 - July 2003
Job Executive Vice President
Industry Investment Management
Experience
Plimoth Investment Advisors January 2005 - Present
State Street Global Advisors March 1997 - July 2003
Scuder Stevens & Clark 1992 - 1997
Education
Suffolk University 1987 — 1990
MSF / BS, Finance / Economics
Plimoth Investment Advisors January 2005 - Present
State Street Global Advisors March 1997 - July 2003
Scuder Stevens & Clark 1992 - 1997
Education
Suffolk University 1987 — 1990
MSF / BS, Finance / Economics
Alistair Lowe's State Street Global Advisors Experience June 2010 - January 2014
Job Chief Investment Officer and Business Leader
Industry Investment Management
Experience
Multiple Companies January 2014 - Present
State Street Global Advisors June 2010 - January 2014
State Street Global Advisors October 2003 - June 2010
State Street Global Advisors September 1996 - October 2003
NatWest Investment Management October 1985 - August 1996
Skills
Equities, Asset Allocation, Investment Strategies, Investments, Talent Management, Currency, Institutional, HNW, Hedge Funds, ETFs, Risk Management, Trading, Asset Management, Management, Fixed Income, Options, Emerging Markets, Mutual Funds, Commodity, Portfolio Management, Strategy, Market Risk, Quantitative Analytics, Portfolio Optimization, Bloomberg, Alternative Investments, Derivatives, Financial Risk, Investment Management, Quantitative Investing
Education
University of Cambridge 1984 — 1985
Diploma in Computer Science, Computer Science
University of Cambridge 1981 — 1984
M.A. (Hons), Economics
Multiple Companies January 2014 - Present
State Street Global Advisors June 2010 - January 2014
State Street Global Advisors October 2003 - June 2010
State Street Global Advisors September 1996 - October 2003
NatWest Investment Management October 1985 - August 1996
Skills
Equities, Asset Allocation, Investment Strategies, Investments, Talent Management, Currency, Institutional, HNW, Hedge Funds, ETFs, Risk Management, Trading, Asset Management, Management, Fixed Income, Options, Emerging Markets, Mutual Funds, Commodity, Portfolio Management, Strategy, Market Risk, Quantitative Analytics, Portfolio Optimization, Bloomberg, Alternative Investments, Derivatives, Financial Risk, Investment Management, Quantitative Investing
Education
University of Cambridge 1984 — 1985
Diploma in Computer Science, Computer Science
University of Cambridge 1981 — 1984
M.A. (Hons), Economics
Darren McDonald's State Street Global Advisors Experience March 2015 - Present
Job Corporate Actions & Proxy Manager at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors March 2015 - Present
Grantham, Mayo, Van Otterloo & Co. March 2004 - Present
Deutsche Bank (London) March 2000 - September 2002
State Street March 1998 - December 1999
Skills
Corporate Actions, Business Analysis, Equities, Fixed Income, Securities
Education
University of Massachusetts, Amherst 1993 — 1997
Honors Degree in Finance
The University of Stirling 1995 — 1996
International Business
State Street Global Advisors March 2015 - Present
Grantham, Mayo, Van Otterloo & Co. March 2004 - Present
Deutsche Bank (London) March 2000 - September 2002
State Street March 1998 - December 1999
Skills
Corporate Actions, Business Analysis, Equities, Fixed Income, Securities
Education
University of Massachusetts, Amherst 1993 — 1997
Honors Degree in Finance
The University of Stirling 1995 — 1996
International Business
David Swallow, CFA's State Street Global Advisors Experience 2000 - Present
Job Portfolio Manager at SSgA
Industry Investment Management
Experience
SSgA Portfolio ManagerState Street2000 - Present
State Street Global Advisors 2000 - Present
Education
The College of William and Mary - The Mason School of Business 1982 — 1984
MBA
SSgA Portfolio ManagerState Street2000 - Present
State Street Global Advisors 2000 - Present
Education
The College of William and Mary - The Mason School of Business 1982 — 1984
MBA
Nischal Pai, CFA's State Street Global Advisors Experience 1992 - 1997
Job Managing Director at Intelligent Edge Advisors
Industry Capital Markets
Experience
Intelligent Edge Advisors 2009 - Present
Columbia Management 2007 - 2008
US Trust 2000 - 2007
Deutsche Asset Management 1999 - 2000
Bankers Trust 1997 - 1999
State Street Global Advisors 1992 - 1997
Skills
Equities, Asset Management, Capital Markets, Mutual Funds, Hedging, Fixed Income, Derivatives, Hedge Funds, Structured Products, Wealth Management, Private Wealth..., Portfolio Management, Institutional, Options, Investment Strategies, Alternative Investments, Quantitative Analytics, ETFs, Bloomberg, Investment Management, Investments, Asset Allocation, Structured Finance, Securities, Management, Financial Services
Education
The University of Akron
MBA, Finance
The University of Akron
MS, Physics
The University of Bombay
BS, Physics
Intelligent Edge Advisors 2009 - Present
Columbia Management 2007 - 2008
US Trust 2000 - 2007
Deutsche Asset Management 1999 - 2000
Bankers Trust 1997 - 1999
State Street Global Advisors 1992 - 1997
Skills
Equities, Asset Management, Capital Markets, Mutual Funds, Hedging, Fixed Income, Derivatives, Hedge Funds, Structured Products, Wealth Management, Private Wealth..., Portfolio Management, Institutional, Options, Investment Strategies, Alternative Investments, Quantitative Analytics, ETFs, Bloomberg, Investment Management, Investments, Asset Allocation, Structured Finance, Securities, Management, Financial Services
Education
The University of Akron
MBA, Finance
The University of Akron
MS, Physics
The University of Bombay
BS, Physics
Kristin Vigneaux's State Street Global Advisors Experience 2006 - 2008
Job Compliance Consultant/Attorney
Industry Financial Services
Experience
State Street Global Advisors 2006 - 2008
Natixis Asset Management Advisors Group 2004 - 2006
Natixis Asset Management Advisors Group 1998 - 2003
Natixis Asset Management Advisors Group 1995 - 1998
Manulife Financial 1992 - 1995
Skills
Compliance Officers, Compliance, Legal Compliance, Compliance Oversight, Mutual Funds, Investment Management, Financial Services, Asset Management, Securities, Equities, Fixed Income, Investments, Due Diligence, Risk Management, Corporate Governance, Hedge Funds, Alternative Investments
Education
Suffolk University Law School
Juris Doctor
University of Massachusetts, Amherst
Bachelor of Arts
State Street Global Advisors 2006 - 2008
Natixis Asset Management Advisors Group 2004 - 2006
Natixis Asset Management Advisors Group 1998 - 2003
Natixis Asset Management Advisors Group 1995 - 1998
Manulife Financial 1992 - 1995
Skills
Compliance Officers, Compliance, Legal Compliance, Compliance Oversight, Mutual Funds, Investment Management, Financial Services, Asset Management, Securities, Equities, Fixed Income, Investments, Due Diligence, Risk Management, Corporate Governance, Hedge Funds, Alternative Investments
Education
Suffolk University Law School
Juris Doctor
University of Massachusetts, Amherst
Bachelor of Arts
Craig Holloway's State Street Global Advisors Experience 1994 - 2003
Job VPSenior Trader at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds July 2008 - Present
OppenheimerFunds 2008 - Present
Columbia Management 2003 - 2008
State Street Global Advisors 1994 - 2003
Skills
Fixed Income
Education
Syracuse University 1990 — 1994
BS, Finance/Economics
Oppenheimer Funds July 2008 - Present
OppenheimerFunds 2008 - Present
Columbia Management 2003 - 2008
State Street Global Advisors 1994 - 2003
Skills
Fixed Income
Education
Syracuse University 1990 — 1994
BS, Finance/Economics
Lauren B. Steinberg's State Street Global Advisors Experience 2010 - 2011
Job Communications Strategist, Mega Market, Retirement Plan Services
Industry Financial Services
Experience
EMPOWER Retirement (formerly J.P. Morgan Retirement Plan Services) October 2012 - Present
J.P. Morgan October 2012 - September 2014
State Street Global Advisors 2010 - 2011
Citizens Financial Group 2009 - 2010
Bank of America 2003 - 2009
Charles Schwab 2000 - 2002
Putnam Investments 1993 - 2000
Skills
Series 6, Series 63, Series 7, Relationship Management, Strategic Communications, 401k, Wealth Management..., Public Speaking, Retirement, Financial Services, Mutual Funds, Banking, Retirement Planning, Wealth Management
Education
Danvers High School
Tufts University
Bachelor of Arts (BA)
EMPOWER Retirement (formerly J.P. Morgan Retirement Plan Services) October 2012 - Present
J.P. Morgan October 2012 - September 2014
State Street Global Advisors 2010 - 2011
Citizens Financial Group 2009 - 2010
Bank of America 2003 - 2009
Charles Schwab 2000 - 2002
Putnam Investments 1993 - 2000
Skills
Series 6, Series 63, Series 7, Relationship Management, Strategic Communications, 401k, Wealth Management..., Public Speaking, Retirement, Financial Services, Mutual Funds, Banking, Retirement Planning, Wealth Management
Education
Danvers High School
Tufts University
Bachelor of Arts (BA)
Lisa Hatfield's State Street Global Advisors Experience August 1986 - April 2004
Job Director of Market & Community Development at BMC HealthNet Plan/Well Sense Health Plan
Industry Insurance
Experience
BMC HealthNet Plan/Well Sense Health Plan July 2015 - Present
BMC HealthNet Plan/Well Sense Health Plan October 2014 - Present
Shionogi Inc. April 2013 - January 2014
Cumberland Pharmaceuticals August 2009 - November 2012
Merck April 2004 - July 2008
State Street Global Advisors August 1986 - April 2004
Skills
Sales Operations, Management, Pharmaceutical Sales, Urology, Portfolio Management, Product Launch, CRM, Sales Effectiveness, Pharmaceutical Industry, Cardiology, Business Planning, Hospital Sales, OB/GYN, Orthopedic, Competitive Analysis, Sales, Pulmonology, Selling, Gastroenterology, Account Management, Investments, Market Research, Healthcare, Strategic Planning, Leadership, Neurology, Hospitals, Business Development, Manage Client...
Education
Suffolk University 1982 — 1986
Bachelor of Science in Business Administration, Marketing
BMC HealthNet Plan/Well Sense Health Plan July 2015 - Present
BMC HealthNet Plan/Well Sense Health Plan October 2014 - Present
Shionogi Inc. April 2013 - January 2014
Cumberland Pharmaceuticals August 2009 - November 2012
Merck April 2004 - July 2008
State Street Global Advisors August 1986 - April 2004
Skills
Sales Operations, Management, Pharmaceutical Sales, Urology, Portfolio Management, Product Launch, CRM, Sales Effectiveness, Pharmaceutical Industry, Cardiology, Business Planning, Hospital Sales, OB/GYN, Orthopedic, Competitive Analysis, Sales, Pulmonology, Selling, Gastroenterology, Account Management, Investments, Market Research, Healthcare, Strategic Planning, Leadership, Neurology, Hospitals, Business Development, Manage Client...
Education
Suffolk University 1982 — 1986
Bachelor of Science in Business Administration, Marketing
Michael Milano, CFA's State Street Global Advisors Experience October 2006 - Present
Job Senior Analyst, State Street Global Advisors
Industry Investment Management
Experience
STATE STREET GLOBAL ADVISORS October 2006 - Present
FIRST FAX September 2005 - August 2006
PCS Research Services (formerly INS Research Services) September 2004 - June 2005
SEEDLINGS LIFE SCIENCE VENTURES May 2003 - September 2003
Skills
Excel, Forecasting, Financial Modeling, Cash Flow, Research, Derivatives, Hedging, Performance Analysis, Bloomberg, Accounting, Flash, Quantitative Research, Equities, Financial Analysis, Valuation, Economics, Quantitative Analysis, Asset Management, Data Analysis, Statistics, Portfolio Management, Capital Markets, Hedge Funds, Investments, Quantitative Analytics, Emerging Markets
Education
Syracuse University 2000 — 2004
Bachelor of Science, INFORMATION STUDIES
NEW YORK UNIVERSITY, TISCH SCHOOL OF ARTS INTERACTIVE TELECOMMUNICATIONS
STATE STREET GLOBAL ADVISORS October 2006 - Present
FIRST FAX September 2005 - August 2006
PCS Research Services (formerly INS Research Services) September 2004 - June 2005
SEEDLINGS LIFE SCIENCE VENTURES May 2003 - September 2003
Skills
Excel, Forecasting, Financial Modeling, Cash Flow, Research, Derivatives, Hedging, Performance Analysis, Bloomberg, Accounting, Flash, Quantitative Research, Equities, Financial Analysis, Valuation, Economics, Quantitative Analysis, Asset Management, Data Analysis, Statistics, Portfolio Management, Capital Markets, Hedge Funds, Investments, Quantitative Analytics, Emerging Markets
Education
Syracuse University 2000 — 2004
Bachelor of Science, INFORMATION STUDIES
NEW YORK UNIVERSITY, TISCH SCHOOL OF ARTS INTERACTIVE TELECOMMUNICATIONS
Kevin Sullivan, CFA, CAIA's State Street Global Advisors Experience August 2004 - August 2013
Job Vice President at BNY Mellon Investment Management
Industry Investment Management
Experience
BNY Mellon Investment Management September 2013 - Present
State Street Global Advisors August 2004 - August 2013
Putnam Investments 1994 - 2004
The Travelers 1985 - 1989
The Travelers 1985 - 1989
The Travelers 1985 - 1989
The Travelers 1985 - 1989
Skills
Alternative Investments, Hedge Funds, Strategic Financial..., Mutual Funds, Fixed Income, Series 63, Investments, Equities, Retirement Planning, Asset Allocation, Asset Management, Portfolio Management, Series 7, Investment Management, Bloomberg, Retirement
Education
Trinity College-Hartford 1979 — 1983
BA
BNY Mellon Investment Management September 2013 - Present
State Street Global Advisors August 2004 - August 2013
Putnam Investments 1994 - 2004
The Travelers 1985 - 1989
The Travelers 1985 - 1989
The Travelers 1985 - 1989
The Travelers 1985 - 1989
Skills
Alternative Investments, Hedge Funds, Strategic Financial..., Mutual Funds, Fixed Income, Series 63, Investments, Equities, Retirement Planning, Asset Allocation, Asset Management, Portfolio Management, Series 7, Investment Management, Bloomberg, Retirement
Education
Trinity College-Hartford 1979 — 1983
BA
Melissa Crawford's State Street Global Advisors Experience June 2009 - August 2009
Job BlackRock Platform and Integration Associate at BlackRock
Industry Financial Services
Experience
BlackRock June 2014 - Present
BlackRock May 2013 - May 2014
BlackRock September 2010 - May 2013
Clothes in the Past Lane February 2008 - May 2010
State Street Global Advisors June 2009 - August 2009
South Shore Community Center & Derby Academy September 2004 - August 2008
Skills
Knowledge of Microsoft..., Basic Knowledge of..., Skill with CPR and Red..., Excel, PowerPoint, Word, Merchandising, Retail, Operations Management, Leadership
Education
University of Delaware 2006 — 2010
Bachelors of Science, Fashion Merchandising
Paris American Academy 2009 — 2009
Study Abroad, Fashion Merchandising, Junior
Cohasset High School 2002 — 2006
High School Diploma
BlackRock June 2014 - Present
BlackRock May 2013 - May 2014
BlackRock September 2010 - May 2013
Clothes in the Past Lane February 2008 - May 2010
State Street Global Advisors June 2009 - August 2009
South Shore Community Center & Derby Academy September 2004 - August 2008
Skills
Knowledge of Microsoft..., Basic Knowledge of..., Skill with CPR and Red..., Excel, PowerPoint, Word, Merchandising, Retail, Operations Management, Leadership
Education
University of Delaware 2006 — 2010
Bachelors of Science, Fashion Merchandising
Paris American Academy 2009 — 2009
Study Abroad, Fashion Merchandising, Junior
Cohasset High School 2002 — 2006
High School Diploma
John Meyer, CFA, CAIA, FRM's State Street Global Advisors Experience June 2007 - February 2011
Job Alternatives & Customized Strategies at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company July 2012 - Present
Pioneer Investments February 2011 - July 2012
State Street Global Advisors June 2007 - February 2011
Institute of Living May 2005 - September 2005
Education
Trinity College-Hartford
Bachelor of Science
Loomis, Sayles & Company July 2012 - Present
Pioneer Investments February 2011 - July 2012
State Street Global Advisors June 2007 - February 2011
Institute of Living May 2005 - September 2005
Education
Trinity College-Hartford
Bachelor of Science
Konstantina Tsouroufli's State Street Global Advisors Experience June 2010 - March 2014
Job Associate Director, Portfolio Management at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2014 - Present
State Street Global Advisors June 2010 - March 2014
Smith & Wesson July 2008 - August 2009
Smith & Wesson July 2006 - June 2008
Smith & Wesson October 2003 - June 2006
Skills
Process Improvement, Team Leadership, Project Management, Product Management, Competitive Analysis, Change Management, Investments, Fixed Income, Leadership, Management, Lean Manufacturing, Program Management, Financial Analysis, Financial Modeling, Finance, Budgets, Business Development, Due Diligence, Strategic Planning, Manufacturing, Bloomberg, Market Research, Problem Solving, Barclays Point
Education
Suffolk University - Sawyer School of Management 2009 — 2010
Global Master of Business Administration, International Finance concentration
Worcester Polytechnic Institute 1998 — 2003
Bachelor of Science, Mechanical Engineering, With Distinction
Sun Life Financial April 2014 - Present
State Street Global Advisors June 2010 - March 2014
Smith & Wesson July 2008 - August 2009
Smith & Wesson July 2006 - June 2008
Smith & Wesson October 2003 - June 2006
Skills
Process Improvement, Team Leadership, Project Management, Product Management, Competitive Analysis, Change Management, Investments, Fixed Income, Leadership, Management, Lean Manufacturing, Program Management, Financial Analysis, Financial Modeling, Finance, Budgets, Business Development, Due Diligence, Strategic Planning, Manufacturing, Bloomberg, Market Research, Problem Solving, Barclays Point
Education
Suffolk University - Sawyer School of Management 2009 — 2010
Global Master of Business Administration, International Finance concentration
Worcester Polytechnic Institute 1998 — 2003
Bachelor of Science, Mechanical Engineering, With Distinction
Pauline Ju, CFA's State Street Global Advisors Experience June 2008 - September 2010
Job Director of Quantitative Strategies
Industry Investment Management
Experience
Sentinel Asset Management November 2013 - Present
Shanghai Yikang Investment Management, Ltd October 2012 - October 2013
JT Capital Management September 2010 - July 2012
State Street Global Advisors June 2008 - September 2010
MFS Investment Management June 2003 - June 2008
Putnam Investments 2002 - 2002
Skills
Equities, Hedge Funds, Bloomberg, Portfolio Optimization, Derivatives, Alternative Investments, Equity Research, Investment Strategies, Tactical Asset..., Asset Managment, Global Macro, Emerging Markets, Asset Allocation, Valuation, Portfolio Management, Asset Management, Financial Modeling, Investments
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Analytic Finance, Accounting, International Business, Economics
University of Notre Dame 1998 — 2001
Master of Science (M.S.), Political Economy
Sentinel Asset Management November 2013 - Present
Shanghai Yikang Investment Management, Ltd October 2012 - October 2013
JT Capital Management September 2010 - July 2012
State Street Global Advisors June 2008 - September 2010
MFS Investment Management June 2003 - June 2008
Putnam Investments 2002 - 2002
Skills
Equities, Hedge Funds, Bloomberg, Portfolio Optimization, Derivatives, Alternative Investments, Equity Research, Investment Strategies, Tactical Asset..., Asset Managment, Global Macro, Emerging Markets, Asset Allocation, Valuation, Portfolio Management, Asset Management, Financial Modeling, Investments
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Analytic Finance, Accounting, International Business, Economics
University of Notre Dame 1998 — 2001
Master of Science (M.S.), Political Economy
Fraser McHardy's State Street Global Advisors Experience January 2013 - Present
Job Managing Director, SSGA Finance Head of Global Financial Performance Measurement at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors January 2013 - Present
State Street Global Advisors August 2011 - December 2012
BNY Mellon Wealth Management March 2010 - August 2011
Bank of Scotland Corporate - Joint Ventures February 2007 - August 2009
Deloitte 2002 - 2007
Education
The University of Edinburgh 1998 — 2002
BCom, Business Studies & Accounting
State Street Global Advisors January 2013 - Present
State Street Global Advisors August 2011 - December 2012
BNY Mellon Wealth Management March 2010 - August 2011
Bank of Scotland Corporate - Joint Ventures February 2007 - August 2009
Deloitte 2002 - 2007
Education
The University of Edinburgh 1998 — 2002
BCom, Business Studies & Accounting
Christopher Doran's State Street Global Advisors Experience August 2010 - August 2011
Job Institutional Equity Sales at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray 2011 - Present
State Street Global Advisors August 2010 - August 2011
Fiduciary Investment Advisors LLC January 2009 - May 2009
Skills
Equities
Education
Trinity College-Hartford 2006 — 2010
BA, Political Science
Piper Jaffray 2011 - Present
State Street Global Advisors August 2010 - August 2011
Fiduciary Investment Advisors LLC January 2009 - May 2009
Skills
Equities
Education
Trinity College-Hartford 2006 — 2010
BA, Political Science
Michael McNabb's State Street Global Advisors Experience 2001 - 2003
Job Senior Vice President Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank March 2014 - Present
GB Merchant Partners Debt Team January 2011 - June 2013
Capital Allocation Partners December 2006 - February 2011
Citi Group Private Bank, Boston 2003 - 2005
State Street Global Advisors 2001 - 2003
State Street Global Advisors 1998 - 2001
State Street Global Advisors 1996 - 1998
State Street Global Advisors 1993 - 1996
Skills
Investment Management, Equities, Investments, Asset Managment, Investment Strategies, Alternative Investments, Mutual Funds, Hedge Funds, Wealth Management, Asset Allocation, Financial Services, Fixed Income, Portfolio Management, Asset Management, Banking, Financial Advisory, Investor Relations, Strategy, Private Banking, Risk Management
Education
MBA Suffolk University 1981 — 1985
MBA, Management
Suffolk University 1977 — 1981
BS Honors, Public Adminstration
Series 7 and 63
Wells Fargo Private Bank March 2014 - Present
GB Merchant Partners Debt Team January 2011 - June 2013
Capital Allocation Partners December 2006 - February 2011
Citi Group Private Bank, Boston 2003 - 2005
State Street Global Advisors 2001 - 2003
State Street Global Advisors 1998 - 2001
State Street Global Advisors 1996 - 1998
State Street Global Advisors 1993 - 1996
Skills
Investment Management, Equities, Investments, Asset Managment, Investment Strategies, Alternative Investments, Mutual Funds, Hedge Funds, Wealth Management, Asset Allocation, Financial Services, Fixed Income, Portfolio Management, Asset Management, Banking, Financial Advisory, Investor Relations, Strategy, Private Banking, Risk Management
Education
MBA Suffolk University 1981 — 1985
MBA, Management
Suffolk University 1977 — 1981
BS Honors, Public Adminstration
Series 7 and 63
Garrett Diggins's State Street Global Advisors Experience June 2007 - Present
Job Principal at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 2007 - Present
State Street Bank August 2004 - July 2007
Skills
Fixed Income, Bloomberg, Investments, Fund Accounting, Trading, Hedge Funds, Derivatives, Securities, Mutual Funds, Settlement, Equities, Asset Management, Alternative Investments, Capital Markets, Corporate Actions, Financial Analysis, Financial Services, Portfolio Management
Education
Suffolk University 2008 — 2011
Master of Business Administration (M.B.A.), Finance
Westfield State College 1999 — 2003
Bachelor's degree, Accounting and Finance
State Street Global Advisors June 2007 - Present
State Street Bank August 2004 - July 2007
Skills
Fixed Income, Bloomberg, Investments, Fund Accounting, Trading, Hedge Funds, Derivatives, Securities, Mutual Funds, Settlement, Equities, Asset Management, Alternative Investments, Capital Markets, Corporate Actions, Financial Analysis, Financial Services, Portfolio Management
Education
Suffolk University 2008 — 2011
Master of Business Administration (M.B.A.), Finance
Westfield State College 1999 — 2003
Bachelor's degree, Accounting and Finance
Molly Mao's State Street Global Advisors Experience August 2007 - October 2014
Job Hedge Fund Analyst, AVP at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2014 - Present
State Street Global Advisors August 2007 - October 2014
PNC Global Investment Serving December 2006 - August 2007
Hancock Natural Resource Group - Subsidiary of John Hancock April 2005 - December 2006
Sun Life Financial April 2004 - April 2005
Daniel Dennis & Company, LLP January 2000 - April 2004
Skills
Quantitative Analytics, Financial Reporting, Accounting, Cash Management, Financial Accounting, Microsoft Excel, Accounts Receivable, QuickBooks, Microsoft Word, Microsoft Office, Management, Financial Modeling, Financial Analysis, Bloomberg, Bookkeeping, Internal Audit, Fund Accounting
Education
Suffolk University 1998 — 1999
Master of Science in Accounting
Wellington Management October 2014 - Present
State Street Global Advisors August 2007 - October 2014
PNC Global Investment Serving December 2006 - August 2007
Hancock Natural Resource Group - Subsidiary of John Hancock April 2005 - December 2006
Sun Life Financial April 2004 - April 2005
Daniel Dennis & Company, LLP January 2000 - April 2004
Skills
Quantitative Analytics, Financial Reporting, Accounting, Cash Management, Financial Accounting, Microsoft Excel, Accounts Receivable, QuickBooks, Microsoft Word, Microsoft Office, Management, Financial Modeling, Financial Analysis, Bloomberg, Bookkeeping, Internal Audit, Fund Accounting
Education
Suffolk University 1998 — 1999
Master of Science in Accounting
Tim Furbush, CMT, CFA's State Street Global Advisors Experience July 2007 - Present
Job Senior Portfolio Manager at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors July 2007 - Present
Fidelity Investments June 2006 - June 2007
State Street Global Advisors June 2005 - May 2006
State Street Global Advisors 2002 - 2005
Skills
Investments, Asset Management, Portfolio Management, Fixed Income
Education
Suffolk University 2003 — 2005
MS, Finance
Stonehill College 1992 — 1996
BA, Communication
State Street Global Advisors July 2007 - Present
Fidelity Investments June 2006 - June 2007
State Street Global Advisors June 2005 - May 2006
State Street Global Advisors 2002 - 2005
Skills
Investments, Asset Management, Portfolio Management, Fixed Income
Education
Suffolk University 2003 — 2005
MS, Finance
Stonehill College 1992 — 1996
BA, Communication
Xuesong Hu, Ph.D., CFA's State Street Global Advisors Experience October 2007 - Present
Job Vice President, Senior Quantitative Analyst at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors October 2007 - Present
Ronin Capital, LLC June 2007 - October 2007
National Institute of Standards and Technology August 2005 - August 2006
Argonne National Laboratory June 2003 - August 2006
Chinese Academy of Sciences (Institute of High Energy Physics) July 1993 - June 1996
Skills
Fixed Income, Equities, Trading Strategies, Quantitative Finance, Bloomberg, Derivatives, Quantitative Analytics, Hedge Funds, Financial Modeling, Portfolio Management, Monte Carlo Simulation
Education
University of Chicago 2006 — 2007
Master's Degree, Financial Mathematics
State University of New York at Stony Brook 1996 — 2002
Doctor of Philosophy (Ph.D.), Polymer Physics; MS, Computer Science
University of Science and Technology of China
Bachelor's Degree, Material Science
State Street Global Advisors October 2007 - Present
Ronin Capital, LLC June 2007 - October 2007
National Institute of Standards and Technology August 2005 - August 2006
Argonne National Laboratory June 2003 - August 2006
Chinese Academy of Sciences (Institute of High Energy Physics) July 1993 - June 1996
Skills
Fixed Income, Equities, Trading Strategies, Quantitative Finance, Bloomberg, Derivatives, Quantitative Analytics, Hedge Funds, Financial Modeling, Portfolio Management, Monte Carlo Simulation
Education
University of Chicago 2006 — 2007
Master's Degree, Financial Mathematics
State University of New York at Stony Brook 1996 — 2002
Doctor of Philosophy (Ph.D.), Polymer Physics; MS, Computer Science
University of Science and Technology of China
Bachelor's Degree, Material Science
Ellen Rieman's State Street Global Advisors Experience July 2011 - Present
Job Vice President, SSgA Program Management Office at State Street Global Advisors
Industry Information Technology and Services
Experience
State Street Global Advisors July 2011 - Present
State Street May 1998 - December 2010
PricewaterhouseCoopers July 1995 - May 1998
Lotus Development July 1983 - February 1995
Education
Suffolk University - Sawyer Business School 1979 — 1983
BSBA, Computer Information Systems
State Street Global Advisors July 2011 - Present
State Street May 1998 - December 2010
PricewaterhouseCoopers July 1995 - May 1998
Lotus Development July 1983 - February 1995
Education
Suffolk University - Sawyer Business School 1979 — 1983
BSBA, Computer Information Systems
Amy Hung's State Street Global Advisors Experience June 2008 - October 2010
Job Accounting & Financial Analyst at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. July 2014 - Present
State Street Bank October 2010 - July 2014
State Street Global Advisors June 2008 - October 2010
State Street Bank July 2006 - June 2008
Skills
Accounts Receivable, Account Reconciliation, Inter-Company Accounts, Oracle General Ledger, Financial Accounting, Accruals, Financial Analysis, Financial Reporting, Corporate Finance, Global Cash Management, Mutual Funds, Month End Close, Essbase, Hyperion Enterprise, Accounting, Risk Management, Fund Accounting
Education
UC San Diego
Bachelor's degree, Economics
Santander Bank, N.A. July 2014 - Present
State Street Bank October 2010 - July 2014
State Street Global Advisors June 2008 - October 2010
State Street Bank July 2006 - June 2008
Skills
Accounts Receivable, Account Reconciliation, Inter-Company Accounts, Oracle General Ledger, Financial Accounting, Accruals, Financial Analysis, Financial Reporting, Corporate Finance, Global Cash Management, Mutual Funds, Month End Close, Essbase, Hyperion Enterprise, Accounting, Risk Management, Fund Accounting
Education
UC San Diego
Bachelor's degree, Economics
Scott Taitelbaum's State Street Global Advisors Experience February 2010 - August 2013
Job Account Project Manager at American Tower
Industry Telecommunications
Experience
American Tower April 2015 - Present
American Tower August 2013 - April 2015
State Street Global Advisors February 2010 - August 2013
State Street Global Advisors August 2005 - February 2010
Guardian Life Insurance Company March 2004 - May 2005
SSgA / CitiStreet May 1999 - August 2003
State Street Corporation September 1997 - May 1999
Education
Suffolk University
MBA, Marketing
University of Alabama
Bachelors, Marketing
American Tower April 2015 - Present
American Tower August 2013 - April 2015
State Street Global Advisors February 2010 - August 2013
State Street Global Advisors August 2005 - February 2010
Guardian Life Insurance Company March 2004 - May 2005
SSgA / CitiStreet May 1999 - August 2003
State Street Corporation September 1997 - May 1999
Education
Suffolk University
MBA, Marketing
University of Alabama
Bachelors, Marketing
Rachel Downey's State Street Global Advisors Experience April 2012 - Present
Job Vice President Regulatory Compliance at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors April 2012 - Present
State Street Global Advisors August 2008 - March 2012
State Street Global Advisors September 2006 - July 2008
IXIS Asset Management Advisors, L.P. May 2005 - August 2006
IXIS Asset Management Advisors, L.P. March 2001 - May 2005
Skills
Compliance Program..., 1940 Act, Investment Advisers Act, Mutual Funds, ETFs, Financial Markets, Financial Services, Risk Management, Investment Management, Alternative Investments
Education
Suffolk University Law School
Doctor of Law (J.D.)
University of Michigan
Bachelor of Arts (B.A.)
State Street Global Advisors April 2012 - Present
State Street Global Advisors August 2008 - March 2012
State Street Global Advisors September 2006 - July 2008
IXIS Asset Management Advisors, L.P. May 2005 - August 2006
IXIS Asset Management Advisors, L.P. March 2001 - May 2005
Skills
Compliance Program..., 1940 Act, Investment Advisers Act, Mutual Funds, ETFs, Financial Markets, Financial Services, Risk Management, Investment Management, Alternative Investments
Education
Suffolk University Law School
Doctor of Law (J.D.)
University of Michigan
Bachelor of Arts (B.A.)
Jim Klocek's State Street Global Advisors Experience November 2003 - July 2008
Job Foreign Exchange Trader at Wellington Management
Industry Investment Management
Experience
Wellington Management cid:3C8071C6-0187-40D9-A362-026F0EC0AE84Foreign Exchange Portfolio AnalystWellington ManagementJuly 2008 - April 2010
State Street Global Advisors November 2003 - July 2008
State Street Global Advisors September 2001 - November 2003
Skills
Portfolio Management, Trading, Fixed Income, Equities, Bloomberg, Derivatives, Hedge Funds, Asset Management, Foreign Exchange, Investments
Education
Trinity College-Hartford
Bachelor of Arts (BA), Economics
Wellington Management cid:3C8071C6-0187-40D9-A362-026F0EC0AE84Foreign Exchange Portfolio AnalystWellington ManagementJuly 2008 - April 2010
State Street Global Advisors November 2003 - July 2008
State Street Global Advisors September 2001 - November 2003
Skills
Portfolio Management, Trading, Fixed Income, Equities, Bloomberg, Derivatives, Hedge Funds, Asset Management, Foreign Exchange, Investments
Education
Trinity College-Hartford
Bachelor of Arts (BA), Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.