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
Allan Telenko Allan Telenko's State Street Global Advisors Experience 2013 - Present
Job Vice President, ETF and Mutual Fund Product Development at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors 2013 - Present
Fidelity Investments 2006 - 2013
Investors Group 1999 - 2006
Investors Group 1997 - 1999
Leo Burnett Toronto 1993 - 1997
Ogilvy & Mather 1992 - 1993
Williams, Moore & Harper 1987 - 1990
Skills
Financial Services, Wealth Management, Mutual Funds, Investments, Asset Allocation, Asset Managment, Retirement
Education
Yale University - Yale School of Management 1990 — 1992
MBA, Business
University of Manitoba - Robson Hall Law School 1983 — 1986
LL B, Law
University of Manitoba 1980 — 1983
BA, Economics
State Street Global Advisors 2013 - Present
Fidelity Investments 2006 - 2013
Investors Group 1999 - 2006
Investors Group 1997 - 1999
Leo Burnett Toronto 1993 - 1997
Ogilvy & Mather 1992 - 1993
Williams, Moore & Harper 1987 - 1990
Skills
Financial Services, Wealth Management, Mutual Funds, Investments, Asset Allocation, Asset Managment, Retirement
Education
Yale University - Yale School of Management 1990 — 1992
MBA, Business
University of Manitoba - Robson Hall Law School 1983 — 1986
LL B, Law
University of Manitoba 1980 — 1983
BA, Economics
John Whirley John Whirley's State Street Global Advisors Experience June 2015 - Present
Job Vice President Market Data Management and Benchmark Construction at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 2015 - Present
Deutsche Bank September 2013 - June 2015
S&P Dow Jones Indices February 2008 - June 2013
Citigroup Inc. - Yieldbook January 1998 - April 2007
Salomon Brothers April 1992 - January 1998
Skills
Fixed Income, Project Management, Six Sigma, Operations Management, Indexing, ETFs, Bond Markets, CDS, Municipal Bonds, Business Requirements, SQL, Fixed Income Portfolio..., Market Data, Fixed Income Technology, Fincad, Bloomberg, Trading, Equities, Leadership, Bonds, Capital Markets, Credit Derivatives, Derivatives, High Yield, Electronic Trading
Education
University of Florida 1987 — 1991
Bachelor of Science (B.S.), Economics
State Street Global Advisors June 2015 - Present
Deutsche Bank September 2013 - June 2015
S&P Dow Jones Indices February 2008 - June 2013
Citigroup Inc. - Yieldbook January 1998 - April 2007
Salomon Brothers April 1992 - January 1998
Skills
Fixed Income, Project Management, Six Sigma, Operations Management, Indexing, ETFs, Bond Markets, CDS, Municipal Bonds, Business Requirements, SQL, Fixed Income Portfolio..., Market Data, Fixed Income Technology, Fincad, Bloomberg, Trading, Equities, Leadership, Bonds, Capital Markets, Credit Derivatives, Derivatives, High Yield, Electronic Trading
Education
University of Florida 1987 — 1991
Bachelor of Science (B.S.), Economics
Abhrawashyu Awasthi Abhrawashyu Awasthi's State Street Global Advisors Experience March 2008 - April 2009
Job Director Client Services at Global Upside
Industry Accounting
Experience
Global Upside June 2015 - Present
West Plains LLC May 2013 - June 2015
Dr Fresh Inc January 2010 - April 2013
State Street Global Advisors March 2008 - April 2009
Skills
Financial Analysis, Auditing, Training, Equities, Finance, Financial Modeling, Analysis, Budgets, Accounting, Account Reconciliation, Internal Audit, Financial Statements, Cash Management, Forecasting, Variance Analysis, Cash Flow, Financial Services, Sarbanes-Oxley Act, Financial Statement..., Financial Variance...
Education
University of Massachusetts Dartmouth 2006 — 2007
MBA, Investment Analysis, Capital Markets & International Banking, International Financial Management.
Dr. V.S.E.C. Kidwai Nagar
Global Upside June 2015 - Present
West Plains LLC May 2013 - June 2015
Dr Fresh Inc January 2010 - April 2013
State Street Global Advisors March 2008 - April 2009
Skills
Financial Analysis, Auditing, Training, Equities, Finance, Financial Modeling, Analysis, Budgets, Accounting, Account Reconciliation, Internal Audit, Financial Statements, Cash Management, Forecasting, Variance Analysis, Cash Flow, Financial Services, Sarbanes-Oxley Act, Financial Statement..., Financial Variance...
Education
University of Massachusetts Dartmouth 2006 — 2007
MBA, Investment Analysis, Capital Markets & International Banking, International Financial Management.
Dr. V.S.E.C. Kidwai Nagar
Stella Ubaha Stella Ubaha's State Street Global Advisors Experience 2005 - 2007
Job Web Architect at Continuum Managed Services, LLC
Industry Computer Software
Experience
Continuum Managed Services, LLC April 2015 - Present
Continuum Managed Services, LLC April 2014 - April 2015
Partners HealthCare May 2011 - May 2014
Harvard Medical School, One to One Interactive, and Brunello Creative August 2010 - May 2011
Isobar June 2007 - August 2010
State Street Global Advisors 2005 - 2007
Education, Employment and Community programs, Education Development Center, Inc. July 2002 - October 2005
Skills
SDLC, CSS, HTML 5, jQuery, JavaScript, XML, Web Development, XHTML, Web Applications, HTML, Wordpress, Front-end, Interaction Design, Information Architecture, WordPress, User Interface, Usability, Databases, Drupal, XSLT, Accessibility
Education
University of Massachusetts Boston 2000 — 2002
B.Sc., College of Management Honors Program Recipient, Management Information Systems double major in Operations Information System
Continuum Managed Services, LLC April 2015 - Present
Continuum Managed Services, LLC April 2014 - April 2015
Partners HealthCare May 2011 - May 2014
Harvard Medical School, One to One Interactive, and Brunello Creative August 2010 - May 2011
Isobar June 2007 - August 2010
State Street Global Advisors 2005 - 2007
Education, Employment and Community programs, Education Development Center, Inc. July 2002 - October 2005
Skills
SDLC, CSS, HTML 5, jQuery, JavaScript, XML, Web Development, XHTML, Web Applications, HTML, Wordpress, Front-end, Interaction Design, Information Architecture, WordPress, User Interface, Usability, Databases, Drupal, XSLT, Accessibility
Education
University of Massachusetts Boston 2000 — 2002
B.Sc., College of Management Honors Program Recipient, Management Information Systems double major in Operations Information System
Paula Estrada Paula Estrada's State Street Global Advisors Experience August 1998 - December 2002
Job Training Coordinator at CALINC Training, LLC
Industry Professional Training & Coaching
Experience
PWJohnson Wealth Management June 2008 - May 2013
Osel Inc February 2006 - June 2008
Genmark Automation, Inc. January 2005 - January 2006
TechAmerica January 2003 - December 2004
State Street Global Advisors August 1998 - December 2002
Skills
Well-organized, Program Management, Cross-functional Team..., Project Management, Operations Management, Process Improvement, Outlook, Customer Service, Management, Budgets, Microsoft Office, Leadership, Microsoft Excel, Accounts Payable, Accounts Receivable, Training, Analysis, Human Resources, Customer Satisfaction, Payroll, CRM, Vendor Management
Education
University of Phoenix 2001 — 2003
Masters, Business Administration and Global Management
University of Phoenix 1999 — 2001
B.S., Business Administration
PWJohnson Wealth Management June 2008 - May 2013
Osel Inc February 2006 - June 2008
Genmark Automation, Inc. January 2005 - January 2006
TechAmerica January 2003 - December 2004
State Street Global Advisors August 1998 - December 2002
Skills
Well-organized, Program Management, Cross-functional Team..., Project Management, Operations Management, Process Improvement, Outlook, Customer Service, Management, Budgets, Microsoft Office, Leadership, Microsoft Excel, Accounts Payable, Accounts Receivable, Training, Analysis, Human Resources, Customer Satisfaction, Payroll, CRM, Vendor Management
Education
University of Phoenix 2001 — 2003
Masters, Business Administration and Global Management
University of Phoenix 1999 — 2001
B.S., Business Administration
Paul Stover, CFA Paul Stover, CFA's State Street Global Advisors Experience 1997 - 1999
Job Senior Relationship Manager at Principal Global Investors, LLC
Industry Investment Management
Experience
Principal Global Investors, LLC 2003 - Present
Grant Thornton LLP 1999 - 2003
State Street Global Advisors 1997 - 1999
Skills
Asset Management, Investments, Equities, Fixed Income, Financial Modeling, Securities, Financial Analysis, Capital Markets, Investment Management, Investment Strategies
Education
University of Iowa - Henry B. Tippie College of Business
MBA
University of Northern Iowa 1993 — 1997
B.A.
Principal Global Investors, LLC 2003 - Present
Grant Thornton LLP 1999 - 2003
State Street Global Advisors 1997 - 1999
Skills
Asset Management, Investments, Equities, Fixed Income, Financial Modeling, Securities, Financial Analysis, Capital Markets, Investment Management, Investment Strategies
Education
University of Iowa - Henry B. Tippie College of Business
MBA
University of Northern Iowa 1993 — 1997
B.A.
Chad Nettleship's State Street Global Advisors Experience March 2015 - Present
Job Institutional ETF Sales at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors March 2015 - Present
State Street Global Advisors January 2013 - March 2015
State Street Global Advisors June 2011 - January 2013
Rosenberg International Center of Franchising January 2011 - May 2011
Whittemore School of Business and Economics January 2011 - May 2011
Atkins Investment Group September 2009 - May 2011
Whittemore School of Business and Economics September 2010 - December 2010
Meat House Franchising LLC May 2010 - August 2010
Learfield Sports June 2009 - June 2010
Whittemore School of Business and Economics September 2009 - May 2010
Skills
Asset Management, Portfolio Management, Investments, Financial Modeling, Equities, ETFs, PowerPoint, Customer Relations, Financial Analysis, Marketing Strategy, Customer Service, Public Speaking, Leadership, Microsoft Excel, Microsoft Word, Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
B.S, Business Administration, Marketing and Finance
State Street Global Advisors March 2015 - Present
State Street Global Advisors January 2013 - March 2015
State Street Global Advisors June 2011 - January 2013
Rosenberg International Center of Franchising January 2011 - May 2011
Whittemore School of Business and Economics January 2011 - May 2011
Atkins Investment Group September 2009 - May 2011
Whittemore School of Business and Economics September 2010 - December 2010
Meat House Franchising LLC May 2010 - August 2010
Learfield Sports June 2009 - June 2010
Whittemore School of Business and Economics September 2009 - May 2010
Skills
Asset Management, Portfolio Management, Investments, Financial Modeling, Equities, ETFs, PowerPoint, Customer Relations, Financial Analysis, Marketing Strategy, Customer Service, Public Speaking, Leadership, Microsoft Excel, Microsoft Word, Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
B.S, Business Administration, Marketing and Finance
Shawn McCafferty's State Street Global Advisors Experience March 2004 - May 2006
Job Senior Vice President at Harvard Management Company
Industry Financial Services
Experience
Harvard Management Company July 2015 - Present
Harvard Management Company October 2013 - June 2015
Harvard Management Company July 2011 - October 2013
Harvard Management Company September 2009 - July 2011
Harvard Management Company March 2008 - September 2009
State Street Global Advisors - Captital Management January 2007 - March 2008
State Street Global Advisors - Capital Management May 2006 - January 2007
State Street Global Advisors March 2004 - May 2006
State Street Bank July 2002 - March 2004
State Street Bank July 2001 - July 2002
Skills
Bloomberg, Derivatives, Middle Office, Equities, Hedge Funds, Project Management, Fixed Income, Collateral Management, Operations Management, Trading, Settlement, Corporate Actions, Asset Management, Prime Brokerage, Financial Services, Portfolio Management, Valuation, Fund Accounting, Investments, Securities Lending, Alternative Investments, Fund Administration, Capital Markets, Finance
Education
University of Massachusetts, Amherst 1996 — 1999
Bachelor of Science (B.S.), Economics
Harvard Management Company July 2015 - Present
Harvard Management Company October 2013 - June 2015
Harvard Management Company July 2011 - October 2013
Harvard Management Company September 2009 - July 2011
Harvard Management Company March 2008 - September 2009
State Street Global Advisors - Captital Management January 2007 - March 2008
State Street Global Advisors - Capital Management May 2006 - January 2007
State Street Global Advisors March 2004 - May 2006
State Street Bank July 2002 - March 2004
State Street Bank July 2001 - July 2002
Skills
Bloomberg, Derivatives, Middle Office, Equities, Hedge Funds, Project Management, Fixed Income, Collateral Management, Operations Management, Trading, Settlement, Corporate Actions, Asset Management, Prime Brokerage, Financial Services, Portfolio Management, Valuation, Fund Accounting, Investments, Securities Lending, Alternative Investments, Fund Administration, Capital Markets, Finance
Education
University of Massachusetts, Amherst 1996 — 1999
Bachelor of Science (B.S.), Economics
Aaron Agarwal, CPA Aaron Agarwal, CPA's State Street Global Advisors Experience June 2011 - December 2013
Job Tax Auditor at NH Department of Revenue
Industry Government Administration
Experience
NH Department of Revenue December 2013 - Present
State Street Global Advisors June 2011 - December 2013
Skills
Mutual Funds, Fund Of Funds, Tax, Fixed Income, Equities, CPA, Tax Research, Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2014
Certificate in Taxation, Taxation
Suffolk University 2008 — 2010
Master of Business Administration (MBA)/ Master of Science in Accountancy (MSA), Accounting
The George Washington University 2007 — 2008
Master of Accountancy (Macc), Accounting
University of Pittsburgh 2003 — 2007
Bachelor of Science (BS), Psychology
NH Department of Revenue December 2013 - Present
State Street Global Advisors June 2011 - December 2013
Skills
Mutual Funds, Fund Of Funds, Tax, Fixed Income, Equities, CPA, Tax Research, Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2014
Certificate in Taxation, Taxation
Suffolk University 2008 — 2010
Master of Business Administration (MBA)/ Master of Science in Accountancy (MSA), Accounting
The George Washington University 2007 — 2008
Master of Accountancy (Macc), Accounting
University of Pittsburgh 2003 — 2007
Bachelor of Science (BS), Psychology
Robert Moles Robert Moles's State Street Global Advisors Experience February 2008 - October 2008
Job Investment Analytics, VP at State Street
Industry Financial Services
Experience
State Street Corp. November 2008 - Present
State Street Global Advisors February 2008 - October 2008
State Street Global Advisors September 2007 - February 2008
Investors Bank and Trust November 2006 - September 2007
State Street Corp December 2005 - November 2006
State Street Corp. February 2004 - December 2005
State Street Corp. September 2003 - February 2005
Skills
Performance Measurement, Fund Accounting, Strategic Planning, Performance Attribution, Institutional Investors, Client Service, Relationship Management, Client Services, CRM, Asset Allocation, Derivatives, Institutional..., Investment Strategies, Global Custody, Financial Markets, Investment Management, Financial Services, Financial Modeling, Risk Management, Fixed Income, Equities
Education
University of Massachusetts Dartmouth 1996 — 2001
Bachelor of Science, Finance
State Street Corp. November 2008 - Present
State Street Global Advisors February 2008 - October 2008
State Street Global Advisors September 2007 - February 2008
Investors Bank and Trust November 2006 - September 2007
State Street Corp December 2005 - November 2006
State Street Corp. February 2004 - December 2005
State Street Corp. September 2003 - February 2005
Skills
Performance Measurement, Fund Accounting, Strategic Planning, Performance Attribution, Institutional Investors, Client Service, Relationship Management, Client Services, CRM, Asset Allocation, Derivatives, Institutional..., Investment Strategies, Global Custody, Financial Markets, Investment Management, Financial Services, Financial Modeling, Risk Management, Fixed Income, Equities
Education
University of Massachusetts Dartmouth 1996 — 2001
Bachelor of Science, Finance
David Rittner, CFA David Rittner, CFA's State Street Global Advisors Experience June 2009 - August 2010
Job Fixed Income Portfolio Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2015 - Present
J.P. Morgan Asset Management July 2011 - July 2015
State Street Global Advisors June 2009 - August 2010
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
Wellington Management August 2015 - Present
J.P. Morgan Asset Management July 2011 - July 2015
State Street Global Advisors June 2009 - August 2010
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
Shripad Godbole, MBA, OCP Shripad Godbole, MBA, OCP's State Street Global Advisors Experience January 2011 - April 2013
Job Manager Database Administration
Industry Information Technology and Services
Experience
Merkle May 2013 - Present
State Street Global Advisors January 2011 - April 2013
Cambridge Interactive Development Corporation November 2007 - November 2010
Biogen September 2006 - November 2007
Harte-Hanks Data Technologies April 2004 - September 2006
Skills
Enterprise Architecture, Sarbanes-Oxley Act, SOA, Project Management, COBIT, SAS70, Oracle, IT Management, Security, Databases, Cloud Computing, Information Technology, Agile Methodologies, Project Planning, Master Data Management, Disaster Recovery, Data Warehousing, Data Modeling, SDLC, Leadership, Requirements Analysis, Enterprise Software, Performance Tuning, Microsoft SQL Server, Database Administration, Oracle RAC
Education
University of Phoenix 2005 — 2008
MBA, Technology Management
University of Pune 1978 — 1985
Master of Science (M.Sc.), Physics/Electronics
Merkle May 2013 - Present
State Street Global Advisors January 2011 - April 2013
Cambridge Interactive Development Corporation November 2007 - November 2010
Biogen September 2006 - November 2007
Harte-Hanks Data Technologies April 2004 - September 2006
Skills
Enterprise Architecture, Sarbanes-Oxley Act, SOA, Project Management, COBIT, SAS70, Oracle, IT Management, Security, Databases, Cloud Computing, Information Technology, Agile Methodologies, Project Planning, Master Data Management, Disaster Recovery, Data Warehousing, Data Modeling, SDLC, Leadership, Requirements Analysis, Enterprise Software, Performance Tuning, Microsoft SQL Server, Database Administration, Oracle RAC
Education
University of Phoenix 2005 — 2008
MBA, Technology Management
University of Pune 1978 — 1985
Master of Science (M.Sc.), Physics/Electronics
Jaclyn Gordon Jaclyn Gordon's State Street Global Advisors Experience November 2013 - Present
Job Senior Fixed Income Portfolio Analyst at SSgA
Industry Financial Services
Experience
State Street Global Advisors November 2013 - Present
State Street January 2009 - November 2013
Skills
ETFs, Fixed Income, Mutual Funds, Bloomberg, Securities, Portfolio Management, Derivatives, Financial Analysis, Equities, Investments
Education
University of Massachusetts Dartmouth
Bachelor of Science (B.S.), Accounting
State Street Global Advisors November 2013 - Present
State Street January 2009 - November 2013
Skills
ETFs, Fixed Income, Mutual Funds, Bloomberg, Securities, Portfolio Management, Derivatives, Financial Analysis, Equities, Investments
Education
University of Massachusetts Dartmouth
Bachelor of Science (B.S.), Accounting
Caroline Feeney Caroline Feeney's State Street Global Advisors Experience 2012 - Present
Job AVP, Global Product Management at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors 2012 - Present
Sun Life Financial July 2006 - March 2012
Mutual of America June 1997 - June 2006
Skills
Business Relationship..., Client Relationship..., Cross-functional Team..., Process Consulting, Strategic Consulting, Creative Problem Solving, Program Development, Strategic Thinking, Coaching, Sales Support, Internal Communications, Business Communications, Negotiation, Technical Liaison, Company Liaison, Client Advocate
Education
University of Massachusetts Boston 1993 — 1997
Bachelor of Arts, Psychology
State Street Global Advisors 2012 - Present
Sun Life Financial July 2006 - March 2012
Mutual of America June 1997 - June 2006
Skills
Business Relationship..., Client Relationship..., Cross-functional Team..., Process Consulting, Strategic Consulting, Creative Problem Solving, Program Development, Strategic Thinking, Coaching, Sales Support, Internal Communications, Business Communications, Negotiation, Technical Liaison, Company Liaison, Client Advocate
Education
University of Massachusetts Boston 1993 — 1997
Bachelor of Arts, Psychology
Han Bin Im Han Bin Im's State Street Global Advisors Experience June 2012 - December 2012
Job Quantitative Analyst at Boston Energy Trading and Marketing
Industry Financial Services
Experience
Boston Energy Trading and Marketing April 2014 - Present
Edison Mission Marketing & Trading August 2013 - March 2014
Liberty Mutual Group Asset Management May 2013 - August 2013
State Street Global Advisors June 2012 - December 2012
SK Securities July 2009 - August 2009
Skills
Matlab, Quantitative Finance, Time Series Analysis, Quantitative Analytics, Derivatives, Bloomberg, VBA, Trading Strategies, Statistical Modeling, Microsoft Office, C++, R, Stata, Mathematica, SQL, Statistical Data..., Market Microstructure, Python, Market Risk, Quantitative Risk..., Commodity Risk..., Stochastic Calculus, Monte Carlo Simulation
Education
Boston University - School of Management 2011 — 2013
MS, Mathematical Finance
University of Michigan 2007 — 2011
BS, Financial Mathematics, Economics
Mount Michael Benedictine High School 2004 — 2007
High School Diploma
Boston Energy Trading and Marketing April 2014 - Present
Edison Mission Marketing & Trading August 2013 - March 2014
Liberty Mutual Group Asset Management May 2013 - August 2013
State Street Global Advisors June 2012 - December 2012
SK Securities July 2009 - August 2009
Skills
Matlab, Quantitative Finance, Time Series Analysis, Quantitative Analytics, Derivatives, Bloomberg, VBA, Trading Strategies, Statistical Modeling, Microsoft Office, C++, R, Stata, Mathematica, SQL, Statistical Data..., Market Microstructure, Python, Market Risk, Quantitative Risk..., Commodity Risk..., Stochastic Calculus, Monte Carlo Simulation
Education
Boston University - School of Management 2011 — 2013
MS, Mathematical Finance
University of Michigan 2007 — 2011
BS, Financial Mathematics, Economics
Mount Michael Benedictine High School 2004 — 2007
High School Diploma
Brad White Jr. Brad White Jr.'s State Street Global Advisors Experience March 2013 - Present
Job Corporate Actions Accounting Analyst at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors March 2013 - Present
State Street Bank June 2008 - March 2013
Skills
Detail oriented worker, Excellent written and..., Proficient in Microsof..., Driven to achieve new..., Skilled researcher, Financial Services
Education
University of New Hampshire 2004 — 2008
Bachelor's degree
State Street Global Advisors March 2013 - Present
State Street Bank June 2008 - March 2013
Skills
Detail oriented worker, Excellent written and..., Proficient in Microsof..., Driven to achieve new..., Skilled researcher, Financial Services
Education
University of New Hampshire 2004 — 2008
Bachelor's degree
Emmanuel Ortega Emmanuel Ortega's State Street Global Advisors Experience March 2007 - December 2007
Job Data Analyst at Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management Company, LLP April 2012 - Present
Fidelity Investments February 2010 - January 2012
United States Air Force April 2002 - April 2010
Fidelity Investments October 2008 - February 2010
Platinum Trading Group December 2007 - October 2008
State Street Global Advisors March 2007 - December 2007
State Street October 2006 - March 2007
State Street August 2005 - October 2006
Skills
Excel, Data Analysis, Bloomberg, Investments, PowerPoint, Microsoft Office, Financial Reporting, Customer Relations, Financial Markets, Word, Business Analysis, Analysis
Education
University of Massachusetts, Amherst
Bachelor of Arts, Economics
Wellington Management Company, LLP April 2012 - Present
Fidelity Investments February 2010 - January 2012
United States Air Force April 2002 - April 2010
Fidelity Investments October 2008 - February 2010
Platinum Trading Group December 2007 - October 2008
State Street Global Advisors March 2007 - December 2007
State Street October 2006 - March 2007
State Street August 2005 - October 2006
Skills
Excel, Data Analysis, Bloomberg, Investments, PowerPoint, Microsoft Office, Financial Reporting, Customer Relations, Financial Markets, Word, Business Analysis, Analysis
Education
University of Massachusetts, Amherst
Bachelor of Arts, Economics
John C. Kuhn John C. Kuhn's State Street Global Advisors Experience 1997 - 1999
Job Account Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group 2012 - Present
The Talbots, Inc. 2008 - 2011
ACS Human Capital Management Solutions 2002 - 2008
ACS Human Capital Management Solutions 2000 - 2002
State Street Global Advisors 1997 - 1999
Putnam Investments 1995 - 1997
Putnam Investments 1993 - 1995
Fidelity Investments 1992 - 1993
Fidelity Investments 1989 - 1992
Skills
Employee Benefits, Management, Human Resources, Access, PowerPoint, Benefits Administration, 401k, Leadership
Education
University of Massachusetts, Amherst
BA, History
Lincoln Financial Group 2012 - Present
The Talbots, Inc. 2008 - 2011
ACS Human Capital Management Solutions 2002 - 2008
ACS Human Capital Management Solutions 2000 - 2002
State Street Global Advisors 1997 - 1999
Putnam Investments 1995 - 1997
Putnam Investments 1993 - 1995
Fidelity Investments 1992 - 1993
Fidelity Investments 1989 - 1992
Skills
Employee Benefits, Management, Human Resources, Access, PowerPoint, Benefits Administration, 401k, Leadership
Education
University of Massachusetts, Amherst
BA, History
Allison Ambrose Allison Ambrose's State Street Global Advisors Experience October 2005 - April 2007
Job Attorney at Wescott Law, PA
Industry Legal Services
Experience
Wescott Law, PA January 2010 - Present
State Street Global Advisors October 2005 - April 2007
Education
University of New Hampshire School of Law 2008 — 2011
JD
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
BS Business Managment, Business Managment
Holderness School, Plymouth, NH 1996 — 2000
Wescott Law, PA January 2010 - Present
State Street Global Advisors October 2005 - April 2007
Education
University of New Hampshire School of Law 2008 — 2011
JD
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
BS Business Managment, Business Managment
Holderness School, Plymouth, NH 1996 — 2000
Andrew McCarron Andrew McCarron's State Street Global Advisors Experience June 2009 - August 2009
Job Senior Financial Analyst at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates July 2015 - Present
Cambridge Associates August 2014 - July 2015
State Street August 2013 - August 2014
State Street August 2011 - August 2013
State Street Global Advisors June 2009 - August 2009
State Street Global Advisors June 2007 - August 2007
Skills
Financial Analysis, Investments, Analysis, Finance, Financial Reporting, Bloomberg, Capital Markets, Economics, Valuation Modeling, Financial Accounting
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Finance and Economics
Cambridge Associates July 2015 - Present
Cambridge Associates August 2014 - July 2015
State Street August 2013 - August 2014
State Street August 2011 - August 2013
State Street Global Advisors June 2009 - August 2009
State Street Global Advisors June 2007 - August 2007
Skills
Financial Analysis, Investments, Analysis, Finance, Financial Reporting, Bloomberg, Capital Markets, Economics, Valuation Modeling, Financial Accounting
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Finance and Economics
Karen Leonard Karen Leonard's State Street Global Advisors Experience March 2012 - Present
Job Vice President, Senior Marketing Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors March 2012 - Present
State Street Global Advisors October 2010 - March 2012
State Street Global Advisors January 2006 - October 2010
State Street Global Advisors November 2000 - January 2006
Scudder Kemper Investments April 1998 - November 2000
Scudder Kemper Investments July 1997 - April 1998
Scudder Kemper Investments March 1996 - July 1997
Scudder Kemper Investments October 1994 - March 1996
Scudder Kemper Investments June 1993 - October 1994
Education
University of New Hampshire
Bachelor of Arts (B.A.), Political Science and Government
State Street Global Advisors March 2012 - Present
State Street Global Advisors October 2010 - March 2012
State Street Global Advisors January 2006 - October 2010
State Street Global Advisors November 2000 - January 2006
Scudder Kemper Investments April 1998 - November 2000
Scudder Kemper Investments July 1997 - April 1998
Scudder Kemper Investments March 1996 - July 1997
Scudder Kemper Investments October 1994 - March 1996
Scudder Kemper Investments June 1993 - October 1994
Education
University of New Hampshire
Bachelor of Arts (B.A.), Political Science and Government
Jordan Higgs Jordan Higgs's State Street Global Advisors Experience August 2013 - Present
Job Principal, Business Continuity Planner at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors August 2013 - Present
University of Massachusetts Lowell July 2013 - August 2013
Self Employed June 2013 - August 2013
Celtics Town July 2012 - August 2013
Daily Times Chronicle: Reading July 2013 - July 2013
University of Massachusetts Amherst April 2010 - May 2013
MassLive.com January 2013 - January 2013
ESPN Boston September 2012 - November 2012
Wilmington Memorial Library March 2006 - July 2009
Skills
Social Media, Blogging, Information Technology, Customer Service, Editing, Journalism, Computer Repair, Public Speaking, Microsoft Office, Sports Media, Writing, Training, Microsoft Word, Business Continuity..., Microsoft Excel, Business Analysis, PowerPoint, Process Improvement, Research, Data Analysis, Risk Management
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Arts (BA), Communication and Media Studies
State Street Global Advisors August 2013 - Present
University of Massachusetts Lowell July 2013 - August 2013
Self Employed June 2013 - August 2013
Celtics Town July 2012 - August 2013
Daily Times Chronicle: Reading July 2013 - July 2013
University of Massachusetts Amherst April 2010 - May 2013
MassLive.com January 2013 - January 2013
ESPN Boston September 2012 - November 2012
Wilmington Memorial Library March 2006 - July 2009
Skills
Social Media, Blogging, Information Technology, Customer Service, Editing, Journalism, Computer Repair, Public Speaking, Microsoft Office, Sports Media, Writing, Training, Microsoft Word, Business Continuity..., Microsoft Excel, Business Analysis, PowerPoint, Process Improvement, Research, Data Analysis, Risk Management
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Arts (BA), Communication and Media Studies
Noah MacDonald Noah MacDonald's State Street Global Advisors Experience March 2015 - Present
Job Portfolio Admin Associate
Industry Financial Services
Experience
State Street Global Advisors March 2015 - Present
State Street February 2014 - Present
State Street Bank January 2013 - January 2014
Toplanguage October 2010 - June 2011
YellowCab Languages October 2010 - May 2011
Skills
Portuguese, Spanish-speaking, Trade Operations, Client Relations Skills, Corporate Finance, Customer Service, Data Analysis, Translation, Problem Solving, Oral & Written..., Microsoft Word, Microsoft Excel, Access, English, Time Management, Finance, Microsoft Office, Leadership, Financial Analysis, Investments
Education
University of Massachusetts, Amherst 2012 — 2013
Bachelor of Arts (BA), Portuguese Language and Literature, International Relations, 3.41/4.0 GPA
Universidade de São Paulo 2010 — 2011
International Relations and Affairs, Sociology, Translation
State Street Global Advisors March 2015 - Present
State Street February 2014 - Present
State Street Bank January 2013 - January 2014
Toplanguage October 2010 - June 2011
YellowCab Languages October 2010 - May 2011
Skills
Portuguese, Spanish-speaking, Trade Operations, Client Relations Skills, Corporate Finance, Customer Service, Data Analysis, Translation, Problem Solving, Oral & Written..., Microsoft Word, Microsoft Excel, Access, English, Time Management, Finance, Microsoft Office, Leadership, Financial Analysis, Investments
Education
University of Massachusetts, Amherst 2012 — 2013
Bachelor of Arts (BA), Portuguese Language and Literature, International Relations, 3.41/4.0 GPA
Universidade de São Paulo 2010 — 2011
International Relations and Affairs, Sociology, Translation
Anna Lebedeva's State Street Global Advisors Experience February 2015 - Present
Job Performance Analyst at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors February 2015 - Present
State Street October 2013 - February 2015
State Street January 2012 - October 2013
Skills
Mutual Funds, Financial Analysis, Account Reconciliation, Financial Reporting, Bloomberg, Fixed Income, Investments, Portfolio Management, Accounting, Equities, Valuation, Client Relations Skills, Finance, Corporate Finance, Auditing, Financial Services, Performance Measurement, Performance Metrics, Data Analysis, Analytics, Analysis, Asset Management, Securities, Trust Services, SEI Trust 3000, Microsoft Office, Performance Benchmarking, Alternative Investments, Performance Attribution, Financial Risk, Investment Management, Bloomberg Terminal, Corporate Actions, Financial Statements, Fund Accounting, Seismic Attributes, Fixed Income Analysis
Education
University of Massachusetts Boston 2007 — 2011
Bachelor of Science (B.S.), Finance and Financial Management Services
State Street Global Advisors February 2015 - Present
State Street October 2013 - February 2015
State Street January 2012 - October 2013
Skills
Mutual Funds, Financial Analysis, Account Reconciliation, Financial Reporting, Bloomberg, Fixed Income, Investments, Portfolio Management, Accounting, Equities, Valuation, Client Relations Skills, Finance, Corporate Finance, Auditing, Financial Services, Performance Measurement, Performance Metrics, Data Analysis, Analytics, Analysis, Asset Management, Securities, Trust Services, SEI Trust 3000, Microsoft Office, Performance Benchmarking, Alternative Investments, Performance Attribution, Financial Risk, Investment Management, Bloomberg Terminal, Corporate Actions, Financial Statements, Fund Accounting, Seismic Attributes, Fixed Income Analysis
Education
University of Massachusetts Boston 2007 — 2011
Bachelor of Science (B.S.), Finance and Financial Management Services
Eric Carrera Lowe Eric Carrera Lowe's State Street Global Advisors Experience May 1997 - January 2002
Job Associate of Washington China Center
Industry International Trade and Development
Experience
Fair Observer January 2012 - Present
Self - Employed October 2010 - Present
Mansion House Securities March 1990 - February 2003
State Street Global Advisors May 1997 - January 2002
Skills
Start-ups, Asset Managment, Entrepreneurship, Strategic Planning, Economics, Management, Mergers, International Business, Mandarin, Investments, Contract Negotiation, Financial Analysis, Market Research, Management Consulting, Strategy, Social Networking, Mergers & Acquisitions, Marketing Strategy, Business Strategy, Small Business, Strategic Partnerships, Business Planning, Leadership, Analysis, Writing, Editing, Marketing, Social Media, Public Relations, Asset Management, Public Speaking, Executive Management, Research, Business Development, Online Marketing, Project Management, Proactive self-starter, Fundraising, Nonprofits, Social Media Marketing, International Relations, Proposal Writing, Organizational..., Media Relations, Event Management, Strategic Communications, Politics, Chinese, Spanish, Marketing Communications
Education
University of San Francisco 1986 — 1990
BS, Management
DBS 1979 — 1983
High School, High School/Secondary Diplomas and Certificates
Fair Observer January 2012 - Present
Self - Employed October 2010 - Present
Mansion House Securities March 1990 - February 2003
State Street Global Advisors May 1997 - January 2002
Skills
Start-ups, Asset Managment, Entrepreneurship, Strategic Planning, Economics, Management, Mergers, International Business, Mandarin, Investments, Contract Negotiation, Financial Analysis, Market Research, Management Consulting, Strategy, Social Networking, Mergers & Acquisitions, Marketing Strategy, Business Strategy, Small Business, Strategic Partnerships, Business Planning, Leadership, Analysis, Writing, Editing, Marketing, Social Media, Public Relations, Asset Management, Public Speaking, Executive Management, Research, Business Development, Online Marketing, Project Management, Proactive self-starter, Fundraising, Nonprofits, Social Media Marketing, International Relations, Proposal Writing, Organizational..., Media Relations, Event Management, Strategic Communications, Politics, Chinese, Spanish, Marketing Communications
Education
University of San Francisco 1986 — 1990
BS, Management
DBS 1979 — 1983
High School, High School/Secondary Diplomas and Certificates
Daniel Plourde Daniel Plourde's State Street Global Advisors Experience May 2015 - Present
Job Principal/AVP Treasurers Office at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors May 2015 - Present
State Street Bank August 2012 - May 2015
JP Morgan Chase December 2010 - August 2012
State Street Corporation March 2009 - December 2010
State Street Corporation - Ireland March 2007 - March 2009
Investors Bank & Trust August 2003 - March 2007
Skills
Financial Reporting, Financial Services, Mutual Funds, Accounting, Finance, Microsoft Excel, Account Reconciliation
Education
University of Massachusetts Boston 2013 — 2016
MSA/MBA, Accounting and Business/Management
Eastern Connecticut State University Class of 2003 2002 — 2003
Bachelor of Science, Accounting
Cheshire High School 1995 — 1999
State Street Global Advisors May 2015 - Present
State Street Bank August 2012 - May 2015
JP Morgan Chase December 2010 - August 2012
State Street Corporation March 2009 - December 2010
State Street Corporation - Ireland March 2007 - March 2009
Investors Bank & Trust August 2003 - March 2007
Skills
Financial Reporting, Financial Services, Mutual Funds, Accounting, Finance, Microsoft Excel, Account Reconciliation
Education
University of Massachusetts Boston 2013 — 2016
MSA/MBA, Accounting and Business/Management
Eastern Connecticut State University Class of 2003 2002 — 2003
Bachelor of Science, Accounting
Cheshire High School 1995 — 1999
Chuck Stahl, MBA, CSM Chuck Stahl, MBA, CSM's State Street Global Advisors Experience November 2010 - April 2013
Job Sr. Business Analyst
Industry Information Technology and Services
Experience
Helge Capital Inc May 2014 - November 2014
State Street Global Advisors November 2010 - April 2013
State Street Global Advisors August 2005 - November 2010
State Street Global Advisors August 2003 - August 2005
Robertson Stephens & FleetBoston August 1999 - April 2003
Skills
Project Management, Process Improvement, Cross-functional Team..., Strategic Planning, Business Analysis, Risk Management, Operations Management, Agile Project Management, Iterative Design, Leadership, Cross-cultural..., Global Management, Business Requirements, Cross Cultural..., Requirements Gathering, Enterprise Software, SDLC, Scrum, PMP, Business Process..., Software Requirements, Requirements Analysis, Communication, Strategic Communications, Wealth Management, Qualitative Research, Enterprise Risk..., Cross-functional..., Management, Agile Methodologies, Marketing Communications, Relationship Management, Financial Analysis, Strategy, Financial Services, Enterprise Content..., Analysis, Software Project..., Marketing, Problem Solving, Project Planning, Business Continuity, Business Continuity..., Documentation, Business Strategy, Competitive Analysis, Financial Modeling, Investments, Market Analysis, Investment Management
Education
University of Illinois at Urbana-Champaign
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign
Master's Degree, Architecture
University of Illinois at Urbana-Champaign
Bachelor of Science in Architectural Studies
Helge Capital Inc May 2014 - November 2014
State Street Global Advisors November 2010 - April 2013
State Street Global Advisors August 2005 - November 2010
State Street Global Advisors August 2003 - August 2005
Robertson Stephens & FleetBoston August 1999 - April 2003
Skills
Project Management, Process Improvement, Cross-functional Team..., Strategic Planning, Business Analysis, Risk Management, Operations Management, Agile Project Management, Iterative Design, Leadership, Cross-cultural..., Global Management, Business Requirements, Cross Cultural..., Requirements Gathering, Enterprise Software, SDLC, Scrum, PMP, Business Process..., Software Requirements, Requirements Analysis, Communication, Strategic Communications, Wealth Management, Qualitative Research, Enterprise Risk..., Cross-functional..., Management, Agile Methodologies, Marketing Communications, Relationship Management, Financial Analysis, Strategy, Financial Services, Enterprise Content..., Analysis, Software Project..., Marketing, Problem Solving, Project Planning, Business Continuity, Business Continuity..., Documentation, Business Strategy, Competitive Analysis, Financial Modeling, Investments, Market Analysis, Investment Management
Education
University of Illinois at Urbana-Champaign
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign
Master's Degree, Architecture
University of Illinois at Urbana-Champaign
Bachelor of Science in Architectural Studies
Ryan Welch Ryan Welch's State Street Global Advisors Experience July 2006 - July 2007
Job Senior Regional Vice President Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. August 2009 - Present
Claymore Securities July 2007 - June 2009
State Street Global Advisors July 2006 - July 2007
ING Funds September 2005 - July 2006
Liberty Mutual June 2002 - September 2005
Skills
Separately Managed..., Investment Strategies, Financial Advisory, Series 7, Mutual Funds, ETFs, Series 63, Investments, Series 65, Relationship Management, Alternative Investments, Securities, Asset Allocation, Asset Management, Investment Advisory, Wealth Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
Bachelors, Economics
Advisors Asset Management, Inc. August 2009 - Present
Claymore Securities July 2007 - June 2009
State Street Global Advisors July 2006 - July 2007
ING Funds September 2005 - July 2006
Liberty Mutual June 2002 - September 2005
Skills
Separately Managed..., Investment Strategies, Financial Advisory, Series 7, Mutual Funds, ETFs, Series 63, Investments, Series 65, Relationship Management, Alternative Investments, Securities, Asset Allocation, Asset Management, Investment Advisory, Wealth Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
Bachelors, Economics
Nicholas Wons Nicholas Wons's State Street Global Advisors Experience May 2015 - Present
Job Portfolio Administrator at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors May 2015 - Present
State Street December 2013 - May 2015
New Hampshire Lakes Association June 2012 - September 2013
Skills
Analysis, Economics, Microsoft Excel, Access, SAS, Stata, PowerPoint, Research, Microsoft Word, Microsoft Office, Data Analysis, Financial Analysis
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
State Street Global Advisors May 2015 - Present
State Street December 2013 - May 2015
New Hampshire Lakes Association June 2012 - September 2013
Skills
Analysis, Economics, Microsoft Excel, Access, SAS, Stata, PowerPoint, Research, Microsoft Word, Microsoft Office, Data Analysis, Financial Analysis
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Michael Warlof Michael Warlof's State Street Global Advisors Experience January 1995 - April 1997
Job Pricing Analyst at Express Scripts
Industry Financial Services
Experience
Express Scripts January 2013 - Present
Clark Consulting August 2008 - December 2012
Clark Consulting April 2002 - August 2008
Stanton Group July 1999 - September 2001
Stanton Group April 1997 - July 1999
State Street Global Advisors January 1995 - April 1997
Skills
Employee Benefits, Insurance, Life Insurance, Universal Life, Investments, Retirement, Portfolio Management, Competitive Analysis, 401k, Financial Analysis, Actuarial Science, Retirement Planning, Financial Services, Executive Pay, Pensions, Sales, Defined Benefit, Mutual Funds, Retirement Plan...
Education
University of Minnesota - Carlson School of Management 1990 — 1994
Bachelor of Science, Business Administration, Emphasis in Finance
Express Scripts January 2013 - Present
Clark Consulting August 2008 - December 2012
Clark Consulting April 2002 - August 2008
Stanton Group July 1999 - September 2001
Stanton Group April 1997 - July 1999
State Street Global Advisors January 1995 - April 1997
Skills
Employee Benefits, Insurance, Life Insurance, Universal Life, Investments, Retirement, Portfolio Management, Competitive Analysis, 401k, Financial Analysis, Actuarial Science, Retirement Planning, Financial Services, Executive Pay, Pensions, Sales, Defined Benefit, Mutual Funds, Retirement Plan...
Education
University of Minnesota - Carlson School of Management 1990 — 1994
Bachelor of Science, Business Administration, Emphasis in Finance
Grant Wilson's State Street Global Advisors Experience August 2012 - Present
Job Senior AssociatePortfolio Analyst at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors August 2012 - Present
US bank May 2012 - August 2012
US Bank September 2010 - May 2012
Atkins Investment Group September 2009 - May 2010
New England Orthopedic Specialists May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Investments, Credit Analysis, Banking, Credit, PowerPoint, Loans, Portfolio Management, Bloomberg, Commercial Banking, Commercial Lending, Credit Risk, Equities, Mutual Funds, Trading, Finance, Fixed Income
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Business, Finance and Economics
Austin Preparatory Highschool 2002 — 2006
Business
State Street Global Advisors August 2012 - Present
US bank May 2012 - August 2012
US Bank September 2010 - May 2012
Atkins Investment Group September 2009 - May 2010
New England Orthopedic Specialists May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Investments, Credit Analysis, Banking, Credit, PowerPoint, Loans, Portfolio Management, Bloomberg, Commercial Banking, Commercial Lending, Credit Risk, Equities, Mutual Funds, Trading, Finance, Fixed Income
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Business, Finance and Economics
Austin Preparatory Highschool 2002 — 2006
Business
Joy McCune Joy McCune's State Street Global Advisors Experience 2005 - 2009
Job Chief Human Resources Officer at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services 2015 - Present
State Street Corporation 1997 - 2015
State Street Global Advisors 2005 - 2009
Stream International 1995 - 1997
Managed Comp 1993 - 1995
Tufts Health Plan 1991 - 1993
BayBank 1989 - 1991
Skills
Human Resources, Management, Performance Management, Training, Onboarding, Talent Acquisition, Employee Relations, Strategy, Talent Management, Financial Services, HR Transformation, Succession Planning, HR Strategy, Employee Engagement, Organizational..., Mergers & Acquisitions, Recruiting, Turnaround Operations, Change Management, Workforce Planning, Executive Compensation..., Leadership Development, Performance Appraisal, Executive Search, Strategic Leadership, Employee Benefits, Deferred Compensation, Organizational Structure
Education
University of Massachusetts
University of Massachusetts Boston
Bachelor's Degree
Boston Financial Data Services 2015 - Present
State Street Corporation 1997 - 2015
State Street Global Advisors 2005 - 2009
Stream International 1995 - 1997
Managed Comp 1993 - 1995
Tufts Health Plan 1991 - 1993
BayBank 1989 - 1991
Skills
Human Resources, Management, Performance Management, Training, Onboarding, Talent Acquisition, Employee Relations, Strategy, Talent Management, Financial Services, HR Transformation, Succession Planning, HR Strategy, Employee Engagement, Organizational..., Mergers & Acquisitions, Recruiting, Turnaround Operations, Change Management, Workforce Planning, Executive Compensation..., Leadership Development, Performance Appraisal, Executive Search, Strategic Leadership, Employee Benefits, Deferred Compensation, Organizational Structure
Education
University of Massachusetts
University of Massachusetts Boston
Bachelor's Degree
Casey Richards's State Street Global Advisors Experience May 2007 - August 2007
Job Campus Recruiting Specialist at Deloitte
Industry Staffing and Recruiting
Experience
Deloitte July 2015 - Present
City Year May 2013 - July 2015
Forrester Research April 2012 - May 2013
Forrester Research September 2010 - July 2012
Regions Financial Corporation July 2008 - October 2010
Pinnacle Financial Partners January 2008 - May 2008
Nashville Children's Alliance May 2007 - August 2007
State Street Global Advisors May 2007 - August 2007
TransTech Consulting Services March 2007 - June 2007
Skills
Management, Nonprofits, Business Development, Leadership, Management Consulting, Marketing, Financial Analysis, Program Management
Education
Vanderbilt University 2004 — 2008
BA, Sociology, Special Education, Managerial Studies
University of Melbourne 2006 — 2007
Junior Year Abroad, Arts and Science
Deloitte July 2015 - Present
City Year May 2013 - July 2015
Forrester Research April 2012 - May 2013
Forrester Research September 2010 - July 2012
Regions Financial Corporation July 2008 - October 2010
Pinnacle Financial Partners January 2008 - May 2008
Nashville Children's Alliance May 2007 - August 2007
State Street Global Advisors May 2007 - August 2007
TransTech Consulting Services March 2007 - June 2007
Skills
Management, Nonprofits, Business Development, Leadership, Management Consulting, Marketing, Financial Analysis, Program Management
Education
Vanderbilt University 2004 — 2008
BA, Sociology, Special Education, Managerial Studies
University of Melbourne 2006 — 2007
Junior Year Abroad, Arts and Science
Timothy Barbis, CFA Timothy Barbis, CFA's State Street Global Advisors Experience 2010 - 2011
Job Managing Partner at Darby Creek Capital LLC
Industry Financial Services
Experience
Darby Creek Capital LLC August 2015 - Present
InVivoLink July 2013 - July 2015
InVivoLink May 2012 - June 2013
Heritage Group, LLC December 2011 - April 2012
Nashville Entrepreneur Center September 2011 - April 2012
State Street Global Advisors 2010 - 2011
State Street Global Advisors 2009 - 2010
State Street 2007 - 2009
MMI Associates 2006 - 2006
Skills
Valuation, Management, Financial Modeling, Healthcare, Venture Capital, Financial Services, Portfolio Management, Strategy, Investments, Business Planning, Start-ups, Process Improvement, Strategic Planning, Entrepreneurship, Finance, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Health Care Management, Strategy, Sustainability Management
University of North Carolina at Chapel Hill 2004 — 2006
Bachelor's Degree, Political Science, Mathematics
University of Oregon 2002 — 2004
Bachelor's Degree, Environmental Studies, Political Science
Darby Creek Capital LLC August 2015 - Present
InVivoLink July 2013 - July 2015
InVivoLink May 2012 - June 2013
Heritage Group, LLC December 2011 - April 2012
Nashville Entrepreneur Center September 2011 - April 2012
State Street Global Advisors 2010 - 2011
State Street Global Advisors 2009 - 2010
State Street 2007 - 2009
MMI Associates 2006 - 2006
Skills
Valuation, Management, Financial Modeling, Healthcare, Venture Capital, Financial Services, Portfolio Management, Strategy, Investments, Business Planning, Start-ups, Process Improvement, Strategic Planning, Entrepreneurship, Finance, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Health Care Management, Strategy, Sustainability Management
University of North Carolina at Chapel Hill 2004 — 2006
Bachelor's Degree, Political Science, Mathematics
University of Oregon 2002 — 2004
Bachelor's Degree, Environmental Studies, Political Science
Nicholas Glynn Nicholas Glynn's State Street Global Advisors Experience September 2015 - Present
Job Global Business Strategist, Defined Contribution
Industry Investment Management
Experience
State Street Global Advisors September 2015 - Present
State Street Global Advisors October 2013 - September 2015
State Street Global Advisors January 2013 - October 2013
New York Life & NYLIFE Securities LLC March 2012 - December 2012
Skills
Series 6, Financial Services, Financial Analysis, Series 63, Leadership, Wealth Management, Employee Benefits, Microsoft Office, PowerPoint, Microsoft Excel, Analysis, Customer Service, Asset Allocation, Securities, Asset Management, Equities
Education
University of Rhode Island 2007 — 2011
BSBA, Finance
State Street Global Advisors September 2015 - Present
State Street Global Advisors October 2013 - September 2015
State Street Global Advisors January 2013 - October 2013
New York Life & NYLIFE Securities LLC March 2012 - December 2012
Skills
Series 6, Financial Services, Financial Analysis, Series 63, Leadership, Wealth Management, Employee Benefits, Microsoft Office, PowerPoint, Microsoft Excel, Analysis, Customer Service, Asset Allocation, Securities, Asset Management, Equities
Education
University of Rhode Island 2007 — 2011
BSBA, Finance
Alex Cunningham Alex Cunningham's State Street Global Advisors Experience October 2011 - Present
Job Senior Information Security Officer at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors October 2011 - Present
Homesite Insurance February 2010 - September 2011
British Army Reserve January 2004 - June 2009
CELLO mruk research April 2003 - June 2009
DataCash August 2002 - April 2003
Martin Currie August 1997 - August 2002
Ivory & Sime December 1994 - August 1997
British Army August 1988 - December 1994
Education
ISACA 2011 — 2011
Certified Risk & Information Systems Control (CRISC)
ISACA 2010 — 2010
Certified Information Security Manager (CISM)
(ISC)² 2009 — 2009
Certified Information Systems Security Professional (CISSP)
Project Management Institute 2009 — 2009
Information Systems Examination Board 2007 — 2007
The Office of Government Commerce 2007 — 2007
University of Massachusetts at Lowell
Bachelor of Science (BS)
State Street Global Advisors October 2011 - Present
Homesite Insurance February 2010 - September 2011
British Army Reserve January 2004 - June 2009
CELLO mruk research April 2003 - June 2009
DataCash August 2002 - April 2003
Martin Currie August 1997 - August 2002
Ivory & Sime December 1994 - August 1997
British Army August 1988 - December 1994
Education
ISACA 2011 — 2011
Certified Risk & Information Systems Control (CRISC)
ISACA 2010 — 2010
Certified Information Security Manager (CISM)
(ISC)² 2009 — 2009
Certified Information Systems Security Professional (CISSP)
Project Management Institute 2009 — 2009
Information Systems Examination Board 2007 — 2007
The Office of Government Commerce 2007 — 2007
University of Massachusetts at Lowell
Bachelor of Science (BS)
Corinne Larson's State Street Global Advisors Experience 2010 - 2013
Job Principal, Director of Marketing at Longfellow Investment Management
Industry Financial Services
Experience
Longfellow Investment Management Co. October 2013 - Present
State Street Global Advisors 2010 - 2013
Tegrit Financial Group 2008 - 2009
Bear Stearns 2007 - 2008
MBIA 1999 - 2007
Government Finance Officers Association 1991 - 1998
Skills
Relationship Management, New Business Development, Direct Sales, Client Service, Marketing Strategy, Market Research, Product Marketing, Investments, Product Development, Public Finance, Public Sector, Treasury Management, Financial Services, CRM, Finance, Management, Mutual Funds, Investment Strategies, Fixed Income, Hedge Funds, Alternative Investments, Securities, Portfolio Management, Cash Management, Equities, Asset Allocation, Investment Management, Bonds, Asset Management, Capital Markets, Derivatives, Client Services, Institutional...
Education
University of Notre Dame - Mendoza College of Business
MBA
Longfellow Investment Management Co. October 2013 - Present
State Street Global Advisors 2010 - 2013
Tegrit Financial Group 2008 - 2009
Bear Stearns 2007 - 2008
MBIA 1999 - 2007
Government Finance Officers Association 1991 - 1998
Skills
Relationship Management, New Business Development, Direct Sales, Client Service, Marketing Strategy, Market Research, Product Marketing, Investments, Product Development, Public Finance, Public Sector, Treasury Management, Financial Services, CRM, Finance, Management, Mutual Funds, Investment Strategies, Fixed Income, Hedge Funds, Alternative Investments, Securities, Portfolio Management, Cash Management, Equities, Asset Allocation, Investment Management, Bonds, Asset Management, Capital Markets, Derivatives, Client Services, Institutional...
Education
University of Notre Dame - Mendoza College of Business
MBA
Carolyn Stiles Carolyn Stiles's State Street Global Advisors Experience March 2014 - Present
Job State Street Global Advisors / Charitable Asset Management
Industry Financial Services
Experience
State Street Global Advisors March 2014 - Present
SSgA Charitable Asset Management April 2008 - March 2014
The Collaborative Companies July 2004 - October 2006
Coldwell Banker Residential Brokerage March 2001 - July 2004
The Stiles Company/ Longfellow Construction January 1984 - January 2001
Skills
Real Estate, Condos, Asset Managment, Selling, Sales Management, Investment Properties, Direct Sales, Customer Service, Public Speaking, Business Development, Sellers, Contract Negotiation
Education
University of New Hampshire 1976 — 1980
Bachelor of Science (BS), Nutrition Sciences
State Street Global Advisors March 2014 - Present
SSgA Charitable Asset Management April 2008 - March 2014
The Collaborative Companies July 2004 - October 2006
Coldwell Banker Residential Brokerage March 2001 - July 2004
The Stiles Company/ Longfellow Construction January 1984 - January 2001
Skills
Real Estate, Condos, Asset Managment, Selling, Sales Management, Investment Properties, Direct Sales, Customer Service, Public Speaking, Business Development, Sellers, Contract Negotiation
Education
University of New Hampshire 1976 — 1980
Bachelor of Science (BS), Nutrition Sciences
Matthew Frinton's State Street Global Advisors Experience April 2015 - Present
Job Market Surveillance Analyst
Industry Financial Services
Experience
State Street Global Advisors April 2015 - Present
State Street May 2011 - April 2015
State Street Corporation July 2008 - May 2011
State Street Corporation September 2007 - July 2008
Meijer Inc July 2002 - August 2006
University of Kentucky 2004 - 2005
Skills
Bloomberg, Investments, Accounting, Analysis, Microsoft Excel, Mutual Funds, Management, Financial Services
Education
University of Kentucky 2001 — 2005
BBA, Finance/Economics
State Street Global Advisors April 2015 - Present
State Street May 2011 - April 2015
State Street Corporation July 2008 - May 2011
State Street Corporation September 2007 - July 2008
Meijer Inc July 2002 - August 2006
University of Kentucky 2004 - 2005
Skills
Bloomberg, Investments, Accounting, Analysis, Microsoft Excel, Mutual Funds, Management, Financial Services
Education
University of Kentucky 2001 — 2005
BBA, Finance/Economics
Robert Monaghan Robert Monaghan's State Street Global Advisors Experience April 2000 - October 2001
Job President at NanesMonaghan, Incorporated
Industry Executive Office
Experience
Aubinwood Furniture, aka Weathersby Guild -MA May 2004 - Present
Nanes-Monaghan, Incorporated March 2004 - Present
Cookson Electronics October 2001 - May 2004
State Street Global Advisors April 2000 - October 2001
Fleet Technology Solutions July 1995 - March 2000
Lotus Development September 1983 - June 1995
Education
University of Metaphysics 1997 — 1999
Ph.D., Metaphysics
University of Metaphysics 1995 — 1997
Masters, Metaphysics
University of Massachusetts, Amherst 1970 — 1974
BS, Psychology
Aubinwood Furniture, aka Weathersby Guild -MA May 2004 - Present
Nanes-Monaghan, Incorporated March 2004 - Present
Cookson Electronics October 2001 - May 2004
State Street Global Advisors April 2000 - October 2001
Fleet Technology Solutions July 1995 - March 2000
Lotus Development September 1983 - June 1995
Education
University of Metaphysics 1997 — 1999
Ph.D., Metaphysics
University of Metaphysics 1995 — 1997
Masters, Metaphysics
University of Massachusetts, Amherst 1970 — 1974
BS, Psychology
Kevin Scott, CIMA®, CFP® Kevin Scott, CIMA®, CFP®'s State Street Global Advisors Experience April 2015 - Present
Job Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors April 2015 - Present
USAA February 2014 - April 2015
BlackRock April 2011 - January 2014
Edward Jones September 2009 - April 2011
Education
Wake Forest University 2005 — 2009
BS, Calloway School of Business
Wake Forest University 2012 — 2013
Financial Planning Program
University of Pennsylvania - The Wharton School 2014 — 2014
CIMA®, Certified Investment Management Analyst®
State Street Global Advisors April 2015 - Present
USAA February 2014 - April 2015
BlackRock April 2011 - January 2014
Edward Jones September 2009 - April 2011
Education
Wake Forest University 2005 — 2009
BS, Calloway School of Business
Wake Forest University 2012 — 2013
Financial Planning Program
University of Pennsylvania - The Wharton School 2014 — 2014
CIMA®, Certified Investment Management Analyst®
Chris Connors Chris Connors's State Street Global Advisors Experience February 2004 - March 2008
Job Director Financial Services Advisory at PwC
Industry Investment Management
Experience
PwC March 2011 - Present
Citisoft March 2008 - February 2011
State Street Global Advisors February 2004 - March 2008
IBM Global Services October 2002 - February 2004
PricewaterhouseCoopers (PwC Consulting) September 1994 - October 2002
Investors Bank & Trust May 1989 - September 1994
Skills
Management Consulting, Financial Services, Business Analysis, Business Process..., Management, Asset Management, Risk Management, Due Diligence, Project Management, Strategy
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1985 — 1989
B.S., Business Administration
PwC March 2011 - Present
Citisoft March 2008 - February 2011
State Street Global Advisors February 2004 - March 2008
IBM Global Services October 2002 - February 2004
PricewaterhouseCoopers (PwC Consulting) September 1994 - October 2002
Investors Bank & Trust May 1989 - September 1994
Skills
Management Consulting, Financial Services, Business Analysis, Business Process..., Management, Asset Management, Risk Management, Due Diligence, Project Management, Strategy
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1985 — 1989
B.S., Business Administration
Keith Snell, CFA Keith Snell, CFA's State Street Global Advisors Experience May 2014 - Present
Job Business Development Consultant at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors May 2014 - Present
State Street Global Advisors February 2012 - May 2014
State Street Global Advisors October 2010 - February 2012
State Street Bank May 2008 - October 2010
International Group September 2007 - May 2008
Gary C Nardone, Building Contractor June 2005 - September 2007
Ford Motor Company January 2005 - May 2005
Skills
Comingled funds, ETFs,..., Investments, Equities, Futures,..., Portfolio Management, Accounting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
BS, Business Administratioin, Business Admin.
State Street Global Advisors May 2014 - Present
State Street Global Advisors February 2012 - May 2014
State Street Global Advisors October 2010 - February 2012
State Street Bank May 2008 - October 2010
International Group September 2007 - May 2008
Gary C Nardone, Building Contractor June 2005 - September 2007
Ford Motor Company January 2005 - May 2005
Skills
Comingled funds, ETFs,..., Investments, Equities, Futures,..., Portfolio Management, Accounting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
BS, Business Administratioin, Business Admin.
Chad Hallett Chad Hallett's State Street Global Advisors Experience November 2014 - Present
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors November 2014 - Present
State Street 1997 - Present
Skills
Exchange Traded Funds..., Mutual Funds, Fund Administration
Education
University of Massachusetts Boston
Bachelor of Science (BS), Finance
State Street Global Advisors November 2014 - Present
State Street 1997 - Present
Skills
Exchange Traded Funds..., Mutual Funds, Fund Administration
Education
University of Massachusetts Boston
Bachelor of Science (BS), Finance
Greg Porteous Greg Porteous's State Street Global Advisors Experience August 2015 - Present
Job Managing Director, Head of Defined Contribution Intermediary State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors August 2015 - Present
BlackRock February 2011 - August 2015
iShares November 2007 - February 2011
Evergreen Investments May 2007 - November 2007
UBS April 2001 - April 2007
PaineWebber August 1997 - April 2001
Skills
Fixed Income, Equities, Hedge Funds, Asset Management, Portfolio Management, Derivatives, Capital Markets, Investment Banking, Valuation, Asset Allocation, Retirement, Retirement Planning, Series 63, Series 7, Wealth Management
Education
University of Maine 1988 — 1992
Bachelor of Science (BS), Business Administration/Finance
State Street Global Advisors August 2015 - Present
BlackRock February 2011 - August 2015
iShares November 2007 - February 2011
Evergreen Investments May 2007 - November 2007
UBS April 2001 - April 2007
PaineWebber August 1997 - April 2001
Skills
Fixed Income, Equities, Hedge Funds, Asset Management, Portfolio Management, Derivatives, Capital Markets, Investment Banking, Valuation, Asset Allocation, Retirement, Retirement Planning, Series 63, Series 7, Wealth Management
Education
University of Maine 1988 — 1992
Bachelor of Science (BS), Business Administration/Finance
Neha Markanda, MBA Neha Markanda, MBA's State Street Global Advisors Experience November 1998 - March 2000
Job Seeking new opportunities l Bilingual, Operations Executive l Strategic Planning | Change Management l Lean/Six Sigma
Industry Financial Services
Experience
Target Corporate February 2013 - March 2015
Sabbatical December 2010 - February 2013
RSM McGladrey November 2007 - November 2010
RSM McGladrey August 2006 - November 2007
Ameriprise Financial November 2003 - August 2006
Ameriprise Financial August 2002 - November 2003
Ameriprise Financial March 2000 - August 2002
State Street Global Advisors November 1998 - March 2000
Parke Davis Warner Lambert (now Pfizer) August 1997 - October 1998
Skills
Business Process..., Strategic Planning, Program Management, Management Consulting, Change Management, Project Management, Business Development, Process Improvement, Project Planning, Six Sigma, Vendor Management, Business Strategy, Cross-functional Team..., Tax, PMP, Risk Management, Financial Modeling, Leadership, Finance
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Executive MBA, Strategy and Leadership, Magna Cum Laude
University of Minnesota-Morris 1993 — 1997
B.A., Finance and Management
Target Corporate February 2013 - March 2015
Sabbatical December 2010 - February 2013
RSM McGladrey November 2007 - November 2010
RSM McGladrey August 2006 - November 2007
Ameriprise Financial November 2003 - August 2006
Ameriprise Financial August 2002 - November 2003
Ameriprise Financial March 2000 - August 2002
State Street Global Advisors November 1998 - March 2000
Parke Davis Warner Lambert (now Pfizer) August 1997 - October 1998
Skills
Business Process..., Strategic Planning, Program Management, Management Consulting, Change Management, Project Management, Business Development, Process Improvement, Project Planning, Six Sigma, Vendor Management, Business Strategy, Cross-functional Team..., Tax, PMP, Risk Management, Financial Modeling, Leadership, Finance
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Executive MBA, Strategy and Leadership, Magna Cum Laude
University of Minnesota-Morris 1993 — 1997
B.A., Finance and Management
Stephen Krajewski's State Street Global Advisors Experience May 2004 - November 2008
Job Director of EI Market Data Inventory Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments June 2012 - May 2015
Fidelity Investments June 2011 - June 2012
Fidelity Investments March 2009 - June 2011
State Street Global Advisors May 2004 - November 2008
State Street Global Advisors June 1999 - May 2004
State Street Bank September 1997 - May 1999
Comp USA 1995 - 1997
Skills
Outlook, Microsoft Office, Auditing, DAC, Market Data, DACS, FITS, Excel, PowerPoint, Invoice Processing, General Ledger..., Budget Management, Budget Analysis, Budget Allocation, Bloomberg, Budgets, Business Analysis, Management, Microsoft Excel, Vendor Management, Forecasting, Account Reconciliation, Financial Services, Equities, Fixed Income, Analysis, Finance, Asset Management
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor's Degree, Sociology
Winchester High School 1987 — 1991
Diploma, High School Degree
Fidelity Investments June 2015 - Present
Fidelity Investments June 2012 - May 2015
Fidelity Investments June 2011 - June 2012
Fidelity Investments March 2009 - June 2011
State Street Global Advisors May 2004 - November 2008
State Street Global Advisors June 1999 - May 2004
State Street Bank September 1997 - May 1999
Comp USA 1995 - 1997
Skills
Outlook, Microsoft Office, Auditing, DAC, Market Data, DACS, FITS, Excel, PowerPoint, Invoice Processing, General Ledger..., Budget Management, Budget Analysis, Budget Allocation, Bloomberg, Budgets, Business Analysis, Management, Microsoft Excel, Vendor Management, Forecasting, Account Reconciliation, Financial Services, Equities, Fixed Income, Analysis, Finance, Asset Management
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor's Degree, Sociology
Winchester High School 1987 — 1991
Diploma, High School Degree
Ron Platt Ron Platt's State Street Global Advisors Experience October 2000 - July 2012
Job Managing Director, Leeds Associates, LLC
Industry Nonprofit Organization Management
Experience
Leeds Associates, LLC 2012 - Present
State Street Global Advisors October 2000 - July 2012
Harvard AIDS Institute, Harvard School of Public Health May 2000 - October 2000
AIDS Project Rhode Island March 1995 - June 1998
Human Services Corporation, Inc. 1989 - 1994
Family Service of Greater Lowell 1987 - 1989
Insights of Western Mass., Inc. 1985 - 1987
Commonwealth of Massachusetts – Office for Children - Region I 1977 - 1984
Town of Weymouth – Office of the Youth Coordinator 1974 - 1977
Education
University of Massachusetts, Amherst 1972 — 1974
Master of Education (M.Ed.), Organization Development and Leadership
Leeds Associates, LLC 2012 - Present
State Street Global Advisors October 2000 - July 2012
Harvard AIDS Institute, Harvard School of Public Health May 2000 - October 2000
AIDS Project Rhode Island March 1995 - June 1998
Human Services Corporation, Inc. 1989 - 1994
Family Service of Greater Lowell 1987 - 1989
Insights of Western Mass., Inc. 1985 - 1987
Commonwealth of Massachusetts – Office for Children - Region I 1977 - 1984
Town of Weymouth – Office of the Youth Coordinator 1974 - 1977
Education
University of Massachusetts, Amherst 1972 — 1974
Master of Education (M.Ed.), Organization Development and Leadership
David Grenier David Grenier's State Street Global Advisors Experience March 2013 - October 2013
Job DevOps Director at The Providence Plan
Industry Information Technology and Services
Experience
The Providence Plan March 2015 - Present
Oomph, Inc. October 2014 - February 2015
Oomph, Inc. October 2013 - October 2014
State Street Global Advisors March 2013 - October 2013
Embolden September 2009 - March 2013
Hull Grenier Studios May 2002 - July 2011
Seattle University 2000 - 2002
Wheaton College (MA) 1997 - 2000
Skills
Web Development, Web Project Management, Usability, Non-profits, Public Speaking, PHP, MySQL, Training, Manage Client..., Software Documentation, Photography, HTML, CSS, JavaScript, jQuery, Account Management, User Documentation, Photoshop, Google Adwords, Google Analytics, Autotask, Web Services, AJAX, XML, Constant Contact, DNN, Facebook Connect, Web Analytics, Social Media Marketing, Project Management, Nonprofits, Information Architecture, WordPress, Social Media, DotNetNuke, Web Applications, CMS, Vendor Management, WebTrends Analytics
Education
University of Pittsburgh
Bachelors of Arts & Sciences, Anthropology
The Providence Plan March 2015 - Present
Oomph, Inc. October 2014 - February 2015
Oomph, Inc. October 2013 - October 2014
State Street Global Advisors March 2013 - October 2013
Embolden September 2009 - March 2013
Hull Grenier Studios May 2002 - July 2011
Seattle University 2000 - 2002
Wheaton College (MA) 1997 - 2000
Skills
Web Development, Web Project Management, Usability, Non-profits, Public Speaking, PHP, MySQL, Training, Manage Client..., Software Documentation, Photography, HTML, CSS, JavaScript, jQuery, Account Management, User Documentation, Photoshop, Google Adwords, Google Analytics, Autotask, Web Services, AJAX, XML, Constant Contact, DNN, Facebook Connect, Web Analytics, Social Media Marketing, Project Management, Nonprofits, Information Architecture, WordPress, Social Media, DotNetNuke, Web Applications, CMS, Vendor Management, WebTrends Analytics
Education
University of Pittsburgh
Bachelors of Arts & Sciences, Anthropology
Lauren Auger Lauren Auger's State Street Global Advisors Experience February 2015 - Present
Job National Accounts Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors February 2015 - Present
State Street Global Advisors July 2011 - Present
State Street December 2007 - August 2011
State Street October 2006 - December 2007
Investors Bank and Trust Co. 2006 - 2007
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
BA, Economics
State Street Global Advisors February 2015 - Present
State Street Global Advisors July 2011 - Present
State Street December 2007 - August 2011
State Street October 2006 - December 2007
Investors Bank and Trust Co. 2006 - 2007
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
BA, Economics
Janie Dretler Janie Dretler's State Street Global Advisors Experience 1995 - 2003
Job Marketing Communications Consultant | Photographer
Industry Marketing and Advertising
Experience
Peter Noyes School September 2014 - October 2014
Sudbury Family Network January 2009 - March 2011
REACH Beyond Domestic Violence 2005 - 2011
KGA, Inc. (Kathleen Greer Associates) 2005 - 2008
State Street Global Advisors 1995 - 2003
State Street 1993 - 1995
Skills
Workshop Facilitation, Coaching, Project Management, Research, Event Planning, Marketing, Strategy, Marketing Strategy, Integrated Marketing, Nonprofits, Budgets, Strategic Planning, Event Management, Editing, Project Planning, Newsletters, Social Media, Competitive Analysis, Customer Service, Social Networking, Social Media Marketing, Business Development, Community Outreach, New Business Development, Fundraising, Photoshop, Digital Photography, Photography, Lightroom, Apple Aperture, Video Production, Management, Sales, Leadership, CRM, Proposal Writing, Marketing Communications, Program Management, Public Speaking, Public Relations, Advertising, Business Strategy, Online Marketing
Education
New England School of Photography
University of Massachusetts Dartmouth
BA
University of Pennsylvania - The Wharton School
Peter Noyes School September 2014 - October 2014
Sudbury Family Network January 2009 - March 2011
REACH Beyond Domestic Violence 2005 - 2011
KGA, Inc. (Kathleen Greer Associates) 2005 - 2008
State Street Global Advisors 1995 - 2003
State Street 1993 - 1995
Skills
Workshop Facilitation, Coaching, Project Management, Research, Event Planning, Marketing, Strategy, Marketing Strategy, Integrated Marketing, Nonprofits, Budgets, Strategic Planning, Event Management, Editing, Project Planning, Newsletters, Social Media, Competitive Analysis, Customer Service, Social Networking, Social Media Marketing, Business Development, Community Outreach, New Business Development, Fundraising, Photoshop, Digital Photography, Photography, Lightroom, Apple Aperture, Video Production, Management, Sales, Leadership, CRM, Proposal Writing, Marketing Communications, Program Management, Public Speaking, Public Relations, Advertising, Business Strategy, Online Marketing
Education
New England School of Photography
University of Massachusetts Dartmouth
BA
University of Pennsylvania - The Wharton School
Nupur Grover's State Street Global Advisors Experience June 2006 - July 2006
Job Consultant at ClearView Healthcare Partners
Industry Management Consulting
Experience
ClearView Healthcare Partners July 2012 - Present
ClearView Healthcare Partners June 2011 - August 2011
vSpring Capital June 2010 - August 2010
TheraTarget, Inc. June 2010 - August 2010
Fundamental Neuroscience Labs (Dr. Jannon L. Fuchs and Dr. Harris D. Schwark) October 2006 - August 2008
State Street Global Advisors June 2006 - July 2006
Skills
Data Analysis, Financial Modeling, Strategy, Research, Entrepreneurship, Analysis, Market Research, Valuation, Management
Education
University of Pennsylvania 2008 — 2012
B.A., Biology (Vagelos Program in Life Sciences and Management)
University of Pennsylvania - The Wharton School 2008 — 2012
B.S., Economics, Concentration in Healthcare Investment (Vagelos Program in Life Sciences and Management)
University of North Texas 2006 — 2008
Texas Academy of Mathematics and Science (TAMS)
ClearView Healthcare Partners July 2012 - Present
ClearView Healthcare Partners June 2011 - August 2011
vSpring Capital June 2010 - August 2010
TheraTarget, Inc. June 2010 - August 2010
Fundamental Neuroscience Labs (Dr. Jannon L. Fuchs and Dr. Harris D. Schwark) October 2006 - August 2008
State Street Global Advisors June 2006 - July 2006
Skills
Data Analysis, Financial Modeling, Strategy, Research, Entrepreneurship, Analysis, Market Research, Valuation, Management
Education
University of Pennsylvania 2008 — 2012
B.A., Biology (Vagelos Program in Life Sciences and Management)
University of Pennsylvania - The Wharton School 2008 — 2012
B.S., Economics, Concentration in Healthcare Investment (Vagelos Program in Life Sciences and Management)
University of North Texas 2006 — 2008
Texas Academy of Mathematics and Science (TAMS)
Kimberley (Owens) Downey's State Street Global Advisors Experience June 2013 - Present
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street Global Advisors June 2013 - Present
State Street Wealth Manager Services November 2012 - June 2013
State Street Investment Analytics September 2007 - October 2012
State Street August 2006 - August 2007
Wells Fargo Financial 2005 - 2006
PCA 2003 - 2005
State Street Bank 2001 - 2003
Skills
Performance Measurement, Performance Attribution, Management, Leadership, Project Management, Sales, Credit, Loans, Business Process, Investments, Mutual Funds, Securities, Bloomberg, Fixed Income, Financial Analysis, Asset Management, Financial Services, Equities, Hedge Funds, Derivatives
Education
University of Massachusetts, Amherst
Bachelor's Degree, Economics
State Street Global Advisors June 2013 - Present
State Street Wealth Manager Services November 2012 - June 2013
State Street Investment Analytics September 2007 - October 2012
State Street August 2006 - August 2007
Wells Fargo Financial 2005 - 2006
PCA 2003 - 2005
State Street Bank 2001 - 2003
Skills
Performance Measurement, Performance Attribution, Management, Leadership, Project Management, Sales, Credit, Loans, Business Process, Investments, Mutual Funds, Securities, Bloomberg, Fixed Income, Financial Analysis, Asset Management, Financial Services, Equities, Hedge Funds, Derivatives
Education
University of Massachusetts, Amherst
Bachelor's Degree, Economics
Shane Danis Shane Danis's State Street Global Advisors Experience June 2010 - July 2014
Job Business Development Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street July 2014 - Present
TD Bank Garden November 2008 - August 2014
State street global Advisors June 2010 - July 2014
Skills
Investments, Equities, Event Management, Microsoft Excel, Business Development, Asset Management, Microsoft Office, Management, Mutual Funds, Financial Services, Relationship Management, Financial Analysis, PowerPoint
Education
University of Massachusetts, Amherst
B.S., Management
State Street July 2014 - Present
TD Bank Garden November 2008 - August 2014
State street global Advisors June 2010 - July 2014
Skills
Investments, Equities, Event Management, Microsoft Excel, Business Development, Asset Management, Microsoft Office, Management, Mutual Funds, Financial Services, Relationship Management, Financial Analysis, PowerPoint
Education
University of Massachusetts, Amherst
B.S., Management
Peter Lindner Peter Lindner's State Street Global Advisors Experience November 2006 - January 2009
Job Senior Financial Sector Expert in the Debt Capital Markets Instruments Division at International Monetary Fund
Industry Capital Markets
Experience
International Monetary Fund March 2014 - Present
IMF July 2010 - Present
Babson Capital Management January 2010 - August 2010
Boston University School of Management September 2009 - December 2009
State Street Global Advisors November 2006 - January 2009
ASB Capital Management March 2004 - June 2006
Lehman Brothers Inc. March 2002 - February 2004
Lehman Brothers Inc July 1993 - February 2002
Lehman Brothers Inc. August 1992 - June 1993
Skills
Econometrics, Pricing, Fixed Income, Hedge Funds, Valuation, Asset Managment, Financial Modeling, Bloomberg, Derivatives, Portfolio Management, Equities, Asset Allocation, Quantitative Analytics, Capital Markets, Alternative Investments, Investments, Equity Research, Quantitative Finance, Trading, Emerging Markets
Education
University of Pennsylvania 1986 — 1991
Ph.D.
Christian-Albrechts-Universität zu Kiel / University of Kiel
Diplom
International Monetary Fund March 2014 - Present
IMF July 2010 - Present
Babson Capital Management January 2010 - August 2010
Boston University School of Management September 2009 - December 2009
State Street Global Advisors November 2006 - January 2009
ASB Capital Management March 2004 - June 2006
Lehman Brothers Inc. March 2002 - February 2004
Lehman Brothers Inc July 1993 - February 2002
Lehman Brothers Inc. August 1992 - June 1993
Skills
Econometrics, Pricing, Fixed Income, Hedge Funds, Valuation, Asset Managment, Financial Modeling, Bloomberg, Derivatives, Portfolio Management, Equities, Asset Allocation, Quantitative Analytics, Capital Markets, Alternative Investments, Investments, Equity Research, Quantitative Finance, Trading, Emerging Markets
Education
University of Pennsylvania 1986 — 1991
Ph.D.
Christian-Albrechts-Universität zu Kiel / University of Kiel
Diplom
Alexandra Trafford Alexandra Trafford's State Street Global Advisors Experience November 2013 - Present
Job Marketing Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors November 2013 - Present
State Street Global Advisors July 2010 - June 2012
State Street Global Advisors October 2009 - July 2010
Skills
Excel, PowerPoint, Word, Marketing Communications, Leadership, CRM, Strategic Planning, Direct Marketing, Teamwork, Event Planning, Social Networking, Customer Service, Social Media Marketing, Facebook, Market Research, Research, Salesforce.com, Marketing Strategy, Public Speaking, Public Relations, Event Management, Budgets, Fundraising, Project Management, Microsoft Excel
Education
University of Massachusetts, Amherst 2004 — 2008
Communications
Harvard Extension School
State Street Global Advisors November 2013 - Present
State Street Global Advisors July 2010 - June 2012
State Street Global Advisors October 2009 - July 2010
Skills
Excel, PowerPoint, Word, Marketing Communications, Leadership, CRM, Strategic Planning, Direct Marketing, Teamwork, Event Planning, Social Networking, Customer Service, Social Media Marketing, Facebook, Market Research, Research, Salesforce.com, Marketing Strategy, Public Speaking, Public Relations, Event Management, Budgets, Fundraising, Project Management, Microsoft Excel
Education
University of Massachusetts, Amherst 2004 — 2008
Communications
Harvard Extension School
James Tutko Jr. James Tutko Jr.'s State Street Global Advisors Experience February 2011 - August 2012
Job Vice President at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services August 2012 - Present
State Street Global Advisors February 2011 - August 2012
State Street Global Advisors December 2007 - February 2011
Brown Brothers Harriman & Co May 2005 - December 2007
Ameriquest Mortgage Co. July 2004 - February 2005
Skills
Hedge Funds, Bloomberg, Financial Analysis, Investments, Equities, Fixed Income, Securities, Alternative Investments, Portfolio Management, Finance, Financial Modeling, Analysis, Management, Financial Services, CRM, Mutual Funds, Accounting
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor, Economics
Conifer Financial Services August 2012 - Present
State Street Global Advisors February 2011 - August 2012
State Street Global Advisors December 2007 - February 2011
Brown Brothers Harriman & Co May 2005 - December 2007
Ameriquest Mortgage Co. July 2004 - February 2005
Skills
Hedge Funds, Bloomberg, Financial Analysis, Investments, Equities, Fixed Income, Securities, Alternative Investments, Portfolio Management, Finance, Financial Modeling, Analysis, Management, Financial Services, CRM, Mutual Funds, Accounting
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor, Economics
Stacy Reinhart's State Street Global Advisors Experience 1999 - October 2004
Job Managing Director at Emerson Investment Management
Industry Investment Management
Experience
Emerson Investment Management April 2009 - Present
US Trust October 2004 - April 2009
State Street Global Advisors 1999 - October 2004
Cape Cod Bank and Trust 1994 - 1999
PaineWebber 1987 - 1990
PepsiCo 1983 - 1986
E.F. Hutton 1980 - 1982
Education
University of Pennsylvania - The Wharton School
M.B.A., Business
Yale University
B.A., Economics
Emerson Investment Management April 2009 - Present
US Trust October 2004 - April 2009
State Street Global Advisors 1999 - October 2004
Cape Cod Bank and Trust 1994 - 1999
PaineWebber 1987 - 1990
PepsiCo 1983 - 1986
E.F. Hutton 1980 - 1982
Education
University of Pennsylvania - The Wharton School
M.B.A., Business
Yale University
B.A., Economics
Jack Ivezaj Jack Ivezaj's State Street Global Advisors Experience June 2011 - Present
Job Head, Compensation & Benefits at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 2011 - Present
The D. E. Shaw group September 2007 - June 2011
UBS 1999 - 2007
Skills
Executive Pay, Deferred Compensation, Expatriate Management, Talent Management, Employee Engagement, Onboarding, HR Policies, Talent Acquisition, Compensation & Benefit, Personnel Management, Employee Relations, HR Transformation, Job Evaluation, PeopleSoft, HR Consulting, Workforce Planning, Benefits Administration, Salary, Benchmarking, Employment Law, Mergers & Acquisitions, Organizational..., Employer Branding, Job Descriptions
Education
European University
MBA
University of Michigan
B.A., Political Science
State Street Global Advisors June 2011 - Present
The D. E. Shaw group September 2007 - June 2011
UBS 1999 - 2007
Skills
Executive Pay, Deferred Compensation, Expatriate Management, Talent Management, Employee Engagement, Onboarding, HR Policies, Talent Acquisition, Compensation & Benefit, Personnel Management, Employee Relations, HR Transformation, Job Evaluation, PeopleSoft, HR Consulting, Workforce Planning, Benefits Administration, Salary, Benchmarking, Employment Law, Mergers & Acquisitions, Organizational..., Employer Branding, Job Descriptions
Education
European University
MBA
University of Michigan
B.A., Political Science
Marc Touchette, CFA Marc Touchette, CFA's State Street Global Advisors Experience February 2004 - Present
Job Fixed Income Portfolio Manager at State Street
Industry Financial Services
Experience
State Street Global Advisors February 2004 - Present
Skills
Fixed Income, Asset Management, Mutual Funds, Portfolio Management
Education
University of Massachusetts, Amherst 1998 — 2002
B.A., Economics
State Street Global Advisors February 2004 - Present
Skills
Fixed Income, Asset Management, Mutual Funds, Portfolio Management
Education
University of Massachusetts, Amherst 1998 — 2002
B.A., Economics
Eric Baggesen, CFA, CAIA Eric Baggesen, CFA, CAIA's State Street Global Advisors Experience 1995 - 2003
Job Asset & Portfolio Management Executive
Industry Investment Management
Experience
CalPERS 2008 - Present
CalPERS 2004 - 2008
State Street Global Advisors 1995 - 2003
PanAgora Asset Management 1989 - 1995
Normal L. Barnett & Co. 1987 - 1989
Brown & Sharpe 1982 - 1987
Education
University of Rhode Island - College of Business Administration
MBA, Finance
University of Rhode Island - College of Business Administration
Bachelor of Science, Finance
CalPERS 2008 - Present
CalPERS 2004 - 2008
State Street Global Advisors 1995 - 2003
PanAgora Asset Management 1989 - 1995
Normal L. Barnett & Co. 1987 - 1989
Brown & Sharpe 1982 - 1987
Education
University of Rhode Island - College of Business Administration
MBA, Finance
University of Rhode Island - College of Business Administration
Bachelor of Science, Finance
Marc DiCosimo Marc DiCosimo's State Street Global Advisors Experience August 2013 - Present
Job Senior Portfolio Manager, CFA, Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors August 2013 - Present
Wellington Management September 2004 - August 2013
Linedata Services January 2003 - September 2004
Loomis Sayles November 2000 - December 2002
Saxon Mortgage May 1996 - October 2000
Skills
MBS, Fixed Income, ABS, Structured Products, Agency MBS, Hedge Funds, Equities, Derivatives, Bloomberg, Portfolio Management, Asset Managment, Capital Markets, Investment Management, Alternative Investments, Mutual Funds, Securities, Trading Systems, Electronic Trading, Investments, Bonds
Education
University of Richmond 1992 — 1996
Bachelor of Science (BS), Accounting
State Street Global Advisors August 2013 - Present
Wellington Management September 2004 - August 2013
Linedata Services January 2003 - September 2004
Loomis Sayles November 2000 - December 2002
Saxon Mortgage May 1996 - October 2000
Skills
MBS, Fixed Income, ABS, Structured Products, Agency MBS, Hedge Funds, Equities, Derivatives, Bloomberg, Portfolio Management, Asset Managment, Capital Markets, Investment Management, Alternative Investments, Mutual Funds, Securities, Trading Systems, Electronic Trading, Investments, Bonds
Education
University of Richmond 1992 — 1996
Bachelor of Science (BS), Accounting
Alexander Edelman's State Street Global Advisors Experience July 2015 - Present
Job Fixed Income Trader at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors July 2015 - Present
State Street Global Advisors December 2012 - July 2015
Wipro Technologies June 2011 - December 2012
State Street Bank June 2010 - August 2010
State Street Bank June 2009 - August 2009
State Street Bank June 2008 - August 2008
Skills
Analysis, Microsoft Excel, Microsoft Office, Minerva, Portia, Access, CTM, Omgeo Oasys, Market Access, Bloomberg
Education
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Science, Business Administration, Finance
2016 Level II Candidate in the CFA Program
State Street Global Advisors July 2015 - Present
State Street Global Advisors December 2012 - July 2015
Wipro Technologies June 2011 - December 2012
State Street Bank June 2010 - August 2010
State Street Bank June 2009 - August 2009
State Street Bank June 2008 - August 2008
Skills
Analysis, Microsoft Excel, Microsoft Office, Minerva, Portia, Access, CTM, Omgeo Oasys, Market Access, Bloomberg
Education
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Science, Business Administration, Finance
2016 Level II Candidate in the CFA Program
Jennifer Plaza Jennifer Plaza's State Street Global Advisors Experience July 2012 - Present
Job Corporate Actions Associate at State Street Global Advisors (SSgA)
Industry Investment Management
Experience
State Street Global Advisors July 2012 - Present
State Street April 2012 - July 2012
BlackRock March 2009 - September 2010
BlackRock November 2007 - March 2009
State Street Global Advisors June 2006 - November 2007
State Street July 2004 - June 2006
State Street July 2003 - July 2004
Skills
Accounting, Bloomberg, Customer Relations, Excel, Compliance, Mutual Funds, Fixed Income, General Ledger, Financial Reporting, Microsoft Office, Investments, Equities, Mergers, Asset Management, PowerPoint, Derivatives, FX, Pricing, Outlook, Word, Process Improvement, Audit, Access, Portfolio Management, Forecasting, Budgeting, Valuation, Securities, Reconciliation, Problem Solving, Funding, Alternative Investments, Customer Service, Corporate Actions, Bloomberg Terminal, Financial Services, ETFs
Education
University of Massachusetts Boston 2000 — 2003
Master of Business Administration, Finance
University of Massachusetts, Amherst 1996 — 2000
Bachelors of Arts, Psychology
State Street Global Advisors July 2012 - Present
State Street April 2012 - July 2012
BlackRock March 2009 - September 2010
BlackRock November 2007 - March 2009
State Street Global Advisors June 2006 - November 2007
State Street July 2004 - June 2006
State Street July 2003 - July 2004
Skills
Accounting, Bloomberg, Customer Relations, Excel, Compliance, Mutual Funds, Fixed Income, General Ledger, Financial Reporting, Microsoft Office, Investments, Equities, Mergers, Asset Management, PowerPoint, Derivatives, FX, Pricing, Outlook, Word, Process Improvement, Audit, Access, Portfolio Management, Forecasting, Budgeting, Valuation, Securities, Reconciliation, Problem Solving, Funding, Alternative Investments, Customer Service, Corporate Actions, Bloomberg Terminal, Financial Services, ETFs
Education
University of Massachusetts Boston 2000 — 2003
Master of Business Administration, Finance
University of Massachusetts, Amherst 1996 — 2000
Bachelors of Arts, Psychology
Anna Song, CFA Anna Song, CFA's State Street Global Advisors Experience October 2009 - October 2010
Job Assistant Portfolio Manager at Jarislowsky, Fraser Ltd.
Industry Investment Management
Experience
Jarislowsky Fraser Limited February 2013 - Present
University of Toronto "Passing the CFA" September 2013 - Present
Greenfield Mining Capital February 2012 - August 2012
Golden Grassland Resources Ltd. November 2010 - November 2011
State Street Global Advisors October 2009 - October 2010
Jarislowsky Fraser Limited August 2007 - October 2009
Skills
Investment consulting, Performance Measurement, Performance attribuition, Asset valuation..., Monte Carlo Simulation, Fundamental analysis, multi-factor linear..., Word, Excel, GIPS, money market funds..., Investments, Capital Markets, Equities, Financial Modeling, Fundamental Analysis, Investment Advisory..., Microsoft Excel, Mutual Funds, Trading
Education
CFA Institute
CFA charter holder
University of Guelph
Masters, Economics
University of Toronto
Jarislowsky Fraser Limited February 2013 - Present
University of Toronto "Passing the CFA" September 2013 - Present
Greenfield Mining Capital February 2012 - August 2012
Golden Grassland Resources Ltd. November 2010 - November 2011
State Street Global Advisors October 2009 - October 2010
Jarislowsky Fraser Limited August 2007 - October 2009
Skills
Investment consulting, Performance Measurement, Performance attribuition, Asset valuation..., Monte Carlo Simulation, Fundamental analysis, multi-factor linear..., Word, Excel, GIPS, money market funds..., Investments, Capital Markets, Equities, Financial Modeling, Fundamental Analysis, Investment Advisory..., Microsoft Excel, Mutual Funds, Trading
Education
CFA Institute
CFA charter holder
University of Guelph
Masters, Economics
University of Toronto
Sally Nellson/Barrett's State Street Global Advisors Experience 1992 - 1997
Job Filmmaker
Industry Motion Pictures and Film
Experience
Malone and Co. January 2010 - Present
S.A. Nellson Consulting September 1997 - December 2009
State Street Global Advisors 1992 - 1997
Colonial Mutual Funds 1989 - 1992
HMJ & Associates 1988 - 1989
Skills
Editing, Directing, On-camera Interviews, Marketing Communications, Product Marketing, Final Cut Pro, Video, Content Strategy, Creative Direction, Copywriting, Photography, Video Production, Documentaries, Public Speaking, Adobe Creative Suite, Writing, Creative Problem Solving, Media Production..., Film, Advertising, Producing, Film Production, Casting, Digital Photography, Feature Films, Video Editing, Creative Writing
Education
University of Nebraska-Lincoln 1984 — 1988
B.S., Marketing and Finance
Malone and Co. January 2010 - Present
S.A. Nellson Consulting September 1997 - December 2009
State Street Global Advisors 1992 - 1997
Colonial Mutual Funds 1989 - 1992
HMJ & Associates 1988 - 1989
Skills
Editing, Directing, On-camera Interviews, Marketing Communications, Product Marketing, Final Cut Pro, Video, Content Strategy, Creative Direction, Copywriting, Photography, Video Production, Documentaries, Public Speaking, Adobe Creative Suite, Writing, Creative Problem Solving, Media Production..., Film, Advertising, Producing, Film Production, Casting, Digital Photography, Feature Films, Video Editing, Creative Writing
Education
University of Nebraska-Lincoln 1984 — 1988
B.S., Marketing and Finance
Richard Gatnik Richard Gatnik's State Street Global Advisors Experience November 2010 - October 2012
Job Vice President, Enterprise Technology Architecture at State Street
Industry Information Technology and Services
Experience
State Street October 2012 - Present
State Street Global Advisors November 2010 - October 2012
State Street Global Advisors October 2008 - November 2010
State Street Global Advisors June 2003 - October 2008
Fidelity Investments July 1999 - June 2003
Bank of Boston February 1996 - June 1999
Bank of Boston June 1993 - January 1996
Bank of Boston July 1991 - June 1993
Bank of Boston April 1990 - July 1991
Bank of Boston July 1989 - April 1990
Skills
Financial Services, Information Technology, Project Management, Vendor Management, Cloud Computing, Outsourcing, Infrastructure, Technical Support, Disaster Recovery, Leadership, Enterprise Architecture, Software Documentation, Strategy, Data Center, Management, Program Management, IT Service Management, Business Intelligence, Risk Management, Budgets, Business Analysis, SDLC, Networking, IT Strategy, Servers, Process Improvement, Project Planning, Integration, IT Management, Operations Management, ITIL, Project Portfolio..., Business Continuity, PMO, Security, IT Operations, SharePoint, Governance, Enterprise Software, Visio, Business Process..., Operating Systems, PMP, Software Project...
Education
U.S. Army Non Commissioned Officer Academy 1988 — 1988
NA, Military leadership
University of Massachusetts, Amherst 1983 — 1987
BA, Economics
Hingham High School 1981 — 1983
Diploma, general
State Street October 2012 - Present
State Street Global Advisors November 2010 - October 2012
State Street Global Advisors October 2008 - November 2010
State Street Global Advisors June 2003 - October 2008
Fidelity Investments July 1999 - June 2003
Bank of Boston February 1996 - June 1999
Bank of Boston June 1993 - January 1996
Bank of Boston July 1991 - June 1993
Bank of Boston April 1990 - July 1991
Bank of Boston July 1989 - April 1990
Skills
Financial Services, Information Technology, Project Management, Vendor Management, Cloud Computing, Outsourcing, Infrastructure, Technical Support, Disaster Recovery, Leadership, Enterprise Architecture, Software Documentation, Strategy, Data Center, Management, Program Management, IT Service Management, Business Intelligence, Risk Management, Budgets, Business Analysis, SDLC, Networking, IT Strategy, Servers, Process Improvement, Project Planning, Integration, IT Management, Operations Management, ITIL, Project Portfolio..., Business Continuity, PMO, Security, IT Operations, SharePoint, Governance, Enterprise Software, Visio, Business Process..., Operating Systems, PMP, Software Project...
Education
U.S. Army Non Commissioned Officer Academy 1988 — 1988
NA, Military leadership
University of Massachusetts, Amherst 1983 — 1987
BA, Economics
Hingham High School 1981 — 1983
Diploma, general
Sumanth Molakala's State Street Global Advisors Experience 2008 - 2011
Job ECM/Documentum Consultant
Industry Information Technology and Services
Experience
Commonwealth of Massachusetts 2011 - Present
TJT Corporation 2011 - Present
State Street Global Advisors 2008 - 2011
Swift Technologies Inc (Broadfusion) 2002 - 2008
Spectrum Technologies Inc 1997 - 2002
Education
University of Madras 1993 — 1997
Bachelors of Engineering
Commonwealth of Massachusetts 2011 - Present
TJT Corporation 2011 - Present
State Street Global Advisors 2008 - 2011
Swift Technologies Inc (Broadfusion) 2002 - 2008
Spectrum Technologies Inc 1997 - 2002
Education
University of Madras 1993 — 1997
Bachelors of Engineering
Latchoumi Selvacanapathy's State Street Global Advisors Experience June 2006 - November 2006
Job IT Specialist at Citi
Industry Financial Services
Experience
Citi September 2013 - Present
Federal Reserve Bank of New York September 2010 - August 2013
Citigroup May 2010 - September 2010
ING November 2008 - September 2010
Akamai Technologies December 2006 - November 2008
State Street Global Advisors June 2006 - November 2006
Hewlett-Packard December 2004 - April 2006
CrimsonLogic October 2003 - February 2005
Navo Infotech Pvt. Ltd. December 2002 - September 2003
Skills
J2EE, Spring, Struts, Application Development, Unix, Hibernate, Agile, JSP, Weblogic, SQL Server, XML, SQL, Java, PL/SQL, JavaScript, SOA, Database Design, Business Analysis, Linux, Web Services, Software Development, Tomcat, SDLC, Websphere, UML, EJB, AJAX, Visio, Databases, Requirements Analysis, Integration, HTML, Enterprise Architecture, Architecture, Java Enterprise Edition, Software Project..., Solution Architecture, Dependable Team Player, Microsoft SQL Server, Agile Methodologies
Education
University of Madras 1992 — 1998
Bachelor of Computer Science and Engineering, Computer Science
Citi September 2013 - Present
Federal Reserve Bank of New York September 2010 - August 2013
Citigroup May 2010 - September 2010
ING November 2008 - September 2010
Akamai Technologies December 2006 - November 2008
State Street Global Advisors June 2006 - November 2006
Hewlett-Packard December 2004 - April 2006
CrimsonLogic October 2003 - February 2005
Navo Infotech Pvt. Ltd. December 2002 - September 2003
Skills
J2EE, Spring, Struts, Application Development, Unix, Hibernate, Agile, JSP, Weblogic, SQL Server, XML, SQL, Java, PL/SQL, JavaScript, SOA, Database Design, Business Analysis, Linux, Web Services, Software Development, Tomcat, SDLC, Websphere, UML, EJB, AJAX, Visio, Databases, Requirements Analysis, Integration, HTML, Enterprise Architecture, Architecture, Java Enterprise Edition, Software Project..., Solution Architecture, Dependable Team Player, Microsoft SQL Server, Agile Methodologies
Education
University of Madras 1992 — 1998
Bachelor of Computer Science and Engineering, Computer Science
Suzanne Nystrom's State Street Global Advisors Experience September 2005 - September 2006
Job Portfolio Analyst at Omgeo
Industry Computer Software
Experience
Omgeo September 2006 - Present
State Street Global Advisors September 2005 - September 2006
Putnam Investment August 2002 - September 2005
Techonline 2000 - 2001
Education
University of Massachusetts Lowell 1997 — 2001
Omgeo September 2006 - Present
State Street Global Advisors September 2005 - September 2006
Putnam Investment August 2002 - September 2005
Techonline 2000 - 2001
Education
University of Massachusetts Lowell 1997 — 2001
Erika Maguire, CPA's State Street Global Advisors Experience September 2013 - Present
Job Compliance VP at State Street Global Advisors
Industry Accounting
Experience
State Street Global Advisors September 2013 - Present
State Street July 2012 - September 2013
RBS Citizens Financial Group 2010 - 2012
State Street Corporation August 2006 - October 2010
PricewaterhouseCoopers 2003 - 2005
Moody, Famiglietti & Andronico 2002 - 2003
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Reporting, Financial Analysis, Accounting, SEC filings, Internal Audit, GAAP, Financial Risk, Governance, Investments, Asset Management, Banking, Big 4, Risk Management, Financial Services, COSO, CPA, US GAAP, Enterprise Risk...
Education
University of Massachusetts Lowell 1997 — 2001
Bachelor of Science in Business Administration, Accounting
Burlington High School 1993 — 1997
State Street Global Advisors September 2013 - Present
State Street July 2012 - September 2013
RBS Citizens Financial Group 2010 - 2012
State Street Corporation August 2006 - October 2010
PricewaterhouseCoopers 2003 - 2005
Moody, Famiglietti & Andronico 2002 - 2003
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Reporting, Financial Analysis, Accounting, SEC filings, Internal Audit, GAAP, Financial Risk, Governance, Investments, Asset Management, Banking, Big 4, Risk Management, Financial Services, COSO, CPA, US GAAP, Enterprise Risk...
Education
University of Massachusetts Lowell 1997 — 2001
Bachelor of Science in Business Administration, Accounting
Burlington High School 1993 — 1997
Lillian Sullivan Jacobs's State Street Global Advisors Experience August 1988 - April 1996
Job Vice President at State Street
Industry Financial Services
Experience
State Street June 2011 - Present
State Street Bank Global Markets October 2007 - June 2011
Fidelity Investments September 2005 - October 2007
Brown Brothers Harriman January 2005 - September 2005
State Street Research January 2003 - January 2005
Brown Brothers Harriman August 2000 - December 2002
State Street Research & Management Co October 1998 - August 2000
BankBoston April 1996 - August 1998
State Street Global Advisors August 1988 - April 1996
Education
University of Massachusetts Boston 1993 — 1999
BA, Psychology
University of Southern Maine 1977 — 1980
Fine Arts, Classical Studies
State Street June 2011 - Present
State Street Bank Global Markets October 2007 - June 2011
Fidelity Investments September 2005 - October 2007
Brown Brothers Harriman January 2005 - September 2005
State Street Research January 2003 - January 2005
Brown Brothers Harriman August 2000 - December 2002
State Street Research & Management Co October 1998 - August 2000
BankBoston April 1996 - August 1998
State Street Global Advisors August 1988 - April 1996
Education
University of Massachusetts Boston 1993 — 1999
BA, Psychology
University of Southern Maine 1977 — 1980
Fine Arts, Classical Studies
Lisa Reininger's State Street Global Advisors Experience 1994 - 1997
Job Project Manager, Consultant
Industry Financial Services
Experience
Wells Fargo December 2006 - Present
Troup Consulting Services LLC March 2004 - Present
SFA Solutions, Inc. 2003 - 2003
Metris Companies, Inc. 1997 - 2003
State Street Global Advisors 1994 - 1997
Norwest Mortgage 1992 - 1994
Skills
Business Analysis, Financial Services, Project Management, Vendor Management, Credit Cards, Process Improvement, Cross-functional Team..., Risk Management, Management
Education
University of San Diego 1987 — 1991
Wells Fargo December 2006 - Present
Troup Consulting Services LLC March 2004 - Present
SFA Solutions, Inc. 2003 - 2003
Metris Companies, Inc. 1997 - 2003
State Street Global Advisors 1994 - 1997
Norwest Mortgage 1992 - 1994
Skills
Business Analysis, Financial Services, Project Management, Vendor Management, Credit Cards, Process Improvement, Cross-functional Team..., Risk Management, Management
Education
University of San Diego 1987 — 1991
Ed Allinson's State Street Global Advisors Experience 1999 - 2001
Job International Portfolio Manager at Lord Abbett
Industry Financial Services
Experience
Lord Abbett 2005 - Present
Allianz Rcm 2003 - 2005
State Street Global Advisors 1999 - 2001
brown brothers harriman 1991 - 1999
Skills
Asset Allocation, Asset Management, Equities, Bloomberg, Equity Research, Fixed Income, Hedge Funds, Investments, Portfolio Management, Valuation, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1989 — 1991
mba
University of Pennsylvania
Lord Abbett 2005 - Present
Allianz Rcm 2003 - 2005
State Street Global Advisors 1999 - 2001
brown brothers harriman 1991 - 1999
Skills
Asset Allocation, Asset Management, Equities, Bloomberg, Equity Research, Fixed Income, Hedge Funds, Investments, Portfolio Management, Valuation, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1989 — 1991
mba
University of Pennsylvania
Chad Haywood's State Street Global Advisors Experience September 2002 - December 2007
Job State Street Global Storage Lead
Industry Information Technology and Services
Experience
State Street August 2012 - Present
State Street August 2012 - Present
Citizens Bank January 2010 - August 2012
MMC January 2008 - January 2010
State Street Global Advisors September 2002 - December 2007
Storability September 2000 - August 2002
Houghton Mifflin July 1998 - August 2000
Analog Devices October 1997 - July 1998
Open Software Foundation July 1996 - October 1997
Columbia National Inc. September 1993 - June 1996
Skills
Vendor Management, Budgets, Data Center, SAN, Storage, Windows Server, ITIL, HP-UX, Shell Scripting, Integration, Oracle, Team Leadership, Solaris, Operating Systems, Solution Architecture, Databases, Unix, Servers, Leadership, Virtualization, Apache, Disaster Recovery, Networking, Netbackup, Unix Shell Scripting, Event Management, Business Continuity, NetApp
Education
University of Maryland College Park 1993 — 1994
BS, Computer Management of Information
University of Maryland University College 1987 — 1992
BA, German and Political Science
State Street August 2012 - Present
State Street August 2012 - Present
Citizens Bank January 2010 - August 2012
MMC January 2008 - January 2010
State Street Global Advisors September 2002 - December 2007
Storability September 2000 - August 2002
Houghton Mifflin July 1998 - August 2000
Analog Devices October 1997 - July 1998
Open Software Foundation July 1996 - October 1997
Columbia National Inc. September 1993 - June 1996
Skills
Vendor Management, Budgets, Data Center, SAN, Storage, Windows Server, ITIL, HP-UX, Shell Scripting, Integration, Oracle, Team Leadership, Solaris, Operating Systems, Solution Architecture, Databases, Unix, Servers, Leadership, Virtualization, Apache, Disaster Recovery, Networking, Netbackup, Unix Shell Scripting, Event Management, Business Continuity, NetApp
Education
University of Maryland College Park 1993 — 1994
BS, Computer Management of Information
University of Maryland University College 1987 — 1992
BA, German and Political Science
Velma Chang's State Street Global Advisors Experience 1998 - 2002
Job Investment Research
Industry Investment Management
Experience
Vantage Marketplace LLC 2008 - 2010
State Street Global Advisors 1998 - 2002
J.P. Morgan Securities Inc. 1990 - 1998
Skills
Fixed Income, Financial Analysis, Financial Reporting, Financial Modeling, Investment Management, Financial Accounting, Credit Analysis, High Yield
Education
Columbia University - The Graduate School of Business
Executive Education, Merrill Lynch Greater Returns
University of Pennsylvania - The Wharton School
Executive Education, UBS Fellowship Program
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA Finance (May 1993); MS Accounting (December 1991)
Cornell University, College of Arts and Sciences
BA Economics, Dean's List
Vantage Marketplace LLC 2008 - 2010
State Street Global Advisors 1998 - 2002
J.P. Morgan Securities Inc. 1990 - 1998
Skills
Fixed Income, Financial Analysis, Financial Reporting, Financial Modeling, Investment Management, Financial Accounting, Credit Analysis, High Yield
Education
Columbia University - The Graduate School of Business
Executive Education, Merrill Lynch Greater Returns
University of Pennsylvania - The Wharton School
Executive Education, UBS Fellowship Program
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA Finance (May 1993); MS Accounting (December 1991)
Cornell University, College of Arts and Sciences
BA Economics, Dean's List
Daniel Feeley's State Street Global Advisors Experience March 2012 - Present
Job Vice President, Data Quality State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors March 2012 - Present
State Street Global Advisors August 2010 - March 2012
DST Global Solutions 2005 - 2010
BISYS 2000 - 2005
Putnam Investments 1994 - 2000
Skills
Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Project Management, Integration, Financial Services, Software Project..., Asset Management, Vendor Management, Risk Management, Equities, Process Improvement, Management, Portfolio Management
Education
University of Massachusetts, Amherst 1987 — 1992
State Street Global Advisors March 2012 - Present
State Street Global Advisors August 2010 - March 2012
DST Global Solutions 2005 - 2010
BISYS 2000 - 2005
Putnam Investments 1994 - 2000
Skills
Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Project Management, Integration, Financial Services, Software Project..., Asset Management, Vendor Management, Risk Management, Equities, Process Improvement, Management, Portfolio Management
Education
University of Massachusetts, Amherst 1987 — 1992
Jim Santiago's State Street Global Advisors Experience February 2000 - February 2009
Job Director at Flir Systems
Industry Information Technology and Services
Experience
FLIR Systems 2014 - Present
The New England Center for Children September 2009 - 2013
State Street Global Advisors February 2000 - February 2009
AEW Capital Management June 1998 - December 1999
Beacon Properties Corporation July 1996 - June 1998
Epsilon June 1995 - July 1996
Southern New England Telephone (SNET) September 1987 - June 1995
Skills
Vendor Management, Program Management, CRM, IT Strategy, Project Management, Strategy, Operations Management, Business Strategy, SDLC, Software Development, Business Process, System Administration, Product Management, IT Management, Leadership, Information Technology, SharePoint, Business Process..., Consulting, Enterprise Software, IT Service Management, Agile Methodologies, SaaS, Negotiation, Networking, Data Center, Change Management, Business Development, Business Analysis, Process Improvement, Strategic Planning, Management, Integration, PMO, Management Consulting, Start-ups, Team Leadership, Business Intelligence, Enterprise Architecture, Project Portfolio..., Outsourcing, Governance, Disaster Recovery, ITIL, Cloud Computing, PMP, Software Project..., IT Operations, Security, ERP
Education
University of New Haven 1982 — 1984
Bachelor of Science (BS), Applied Mathematics with a Computer Science Concentration
The Stony Brook School 1978 — 1982
Grace Church
FLIR Systems 2014 - Present
The New England Center for Children September 2009 - 2013
State Street Global Advisors February 2000 - February 2009
AEW Capital Management June 1998 - December 1999
Beacon Properties Corporation July 1996 - June 1998
Epsilon June 1995 - July 1996
Southern New England Telephone (SNET) September 1987 - June 1995
Skills
Vendor Management, Program Management, CRM, IT Strategy, Project Management, Strategy, Operations Management, Business Strategy, SDLC, Software Development, Business Process, System Administration, Product Management, IT Management, Leadership, Information Technology, SharePoint, Business Process..., Consulting, Enterprise Software, IT Service Management, Agile Methodologies, SaaS, Negotiation, Networking, Data Center, Change Management, Business Development, Business Analysis, Process Improvement, Strategic Planning, Management, Integration, PMO, Management Consulting, Start-ups, Team Leadership, Business Intelligence, Enterprise Architecture, Project Portfolio..., Outsourcing, Governance, Disaster Recovery, ITIL, Cloud Computing, PMP, Software Project..., IT Operations, Security, ERP
Education
University of New Haven 1982 — 1984
Bachelor of Science (BS), Applied Mathematics with a Computer Science Concentration
The Stony Brook School 1978 — 1982
Grace Church
Ola Folarin, CFA's State Street Global Advisors Experience 2013 - Present
Job Senior Portfolio Manager at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors 2013 - Present
State Street Global Advisors 2007 - 2013
ProFunds Mutual Funds 2005 - 2007
PNC Advisors 2003 - 2005
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA), Finance
California State University - Los Angeles
Bachelor of Science (BS), Electrical Enginnering
State Street Global Advisors 2013 - Present
State Street Global Advisors 2007 - 2013
ProFunds Mutual Funds 2005 - 2007
PNC Advisors 2003 - 2005
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA), Finance
California State University - Los Angeles
Bachelor of Science (BS), Electrical Enginnering
Jim Everett-Wilson's State Street Global Advisors Experience June 2008 - March 2012
Job Enterprise Architect at Harvard Management Company
Industry Computer Software
Experience
Harvard Management Company October 2013 - Present
Fidelity Investments March 2012 - October 2013
State Street Global Advisors June 2008 - March 2012
Foliage Software Systems April 1993 - May 2008
Voicetek January 1988 - April 1993
Ion Beam Technologies August 1987 - January 1988
Skills
Requirements Analysis, Software Development, SDLC, Agile Methodologies, Software Project..., Distributed Systems, Java, Web Services, Enterprise Architecture, Integration, Cloud Computing, SOA, Unix, Program Management, Oracle, Data Modeling, SaaS, SQL, Product Management, Architecture
Education
University of Massachusetts Lowell 1984 — 1987
BS, Physics
Worcester Polytechnic Institute 1982 — 1984
Lexington High School 1979 — 1982
Harvard Management Company October 2013 - Present
Fidelity Investments March 2012 - October 2013
State Street Global Advisors June 2008 - March 2012
Foliage Software Systems April 1993 - May 2008
Voicetek January 1988 - April 1993
Ion Beam Technologies August 1987 - January 1988
Skills
Requirements Analysis, Software Development, SDLC, Agile Methodologies, Software Project..., Distributed Systems, Java, Web Services, Enterprise Architecture, Integration, Cloud Computing, SOA, Unix, Program Management, Oracle, Data Modeling, SaaS, SQL, Product Management, Architecture
Education
University of Massachusetts Lowell 1984 — 1987
BS, Physics
Worcester Polytechnic Institute 1982 — 1984
Lexington High School 1979 — 1982
Holly Quinn's State Street Global Advisors Experience June 2014 - Present
Job Marketing Compliance Officer
Industry Financial Services
Experience
State Street Global Advisors June 2014 - Present
State Street Global Advisors July 2012 - June 2014
Eaton Vance November 2011 - July 2012
Eaton Vance March 2010 - November 2011
Eaton Vance February 2008 - March 2010
Eaton Vance October 2006 - February 2008
Skills
Securities, Series 63, Mutual Funds, FINRA, Series 7, Series 24, Series 6, Investment Management, Equities, Alternative Investments, Asset Management, Fixed Income, Hedge Funds
Education
University of New Hampshire 2002 — 2006
State Street Global Advisors June 2014 - Present
State Street Global Advisors July 2012 - June 2014
Eaton Vance November 2011 - July 2012
Eaton Vance March 2010 - November 2011
Eaton Vance February 2008 - March 2010
Eaton Vance October 2006 - February 2008
Skills
Securities, Series 63, Mutual Funds, FINRA, Series 7, Series 24, Series 6, Investment Management, Equities, Alternative Investments, Asset Management, Fixed Income, Hedge Funds
Education
University of New Hampshire 2002 — 2006
Joseph Geraci's State Street Global Advisors Experience August 2011 - Present
Job Vice President, Finance
Industry Financial Services
Experience
State Street Global Advisors August 2011 - Present
State Street Global Advisors March 2004 - July 2011
State Street Global Advisors January 2000 - February 2004
Skills
Business Analysis, Financial Analysis, Financial Modeling
Education
University of Massachusetts, Amherst 1995 — 1999
State Street Global Advisors August 2011 - Present
State Street Global Advisors March 2004 - July 2011
State Street Global Advisors January 2000 - February 2004
Skills
Business Analysis, Financial Analysis, Financial Modeling
Education
University of Massachusetts, Amherst 1995 — 1999
Peggy Penz's State Street Global Advisors Experience 1997 - 1999
Job Vice President Client Services Manager, Institutional Retirement & Trust at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2011 - Present
Wells Fargo January 1997 - May 2012
Wachovia, A Wells Fargo Company 2003 - 2009
PFPC 1999 - 2003
State Street Global Advisors 1997 - 1999
Skills
FINRA, Financial Services, Mutual Funds, 401k, Series 7, Recruiting, Retirement, Microsoft Excel, Business Analysis, Relationship Management, Investments, Series 6, Project Management, Series 63
Education
University of Minnesota-Twin Cities
Bachelor of Science
Wells Fargo December 2011 - Present
Wells Fargo January 1997 - May 2012
Wachovia, A Wells Fargo Company 2003 - 2009
PFPC 1999 - 2003
State Street Global Advisors 1997 - 1999
Skills
FINRA, Financial Services, Mutual Funds, 401k, Series 7, Recruiting, Retirement, Microsoft Excel, Business Analysis, Relationship Management, Investments, Series 6, Project Management, Series 63
Education
University of Minnesota-Twin Cities
Bachelor of Science
Bernice Stacy's State Street Global Advisors Experience November 2005 - Present
Job Principal at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors November 2005 - Present
FundQuest February 2004 - November 2005
State Street April 1995 - May 2003
Education
University of Massachusetts Boston 1991 — 1995
State Street Global Advisors November 2005 - Present
FundQuest February 2004 - November 2005
State Street April 1995 - May 2003
Education
University of Massachusetts Boston 1991 — 1995
AJ Cerrone's State Street Global Advisors Experience October 2013 - January 2014
Job International Trade Support Analyst at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets January 2014 - Present
State Street Global Advisors October 2013 - January 2014
Morgan Stanley December 2011 - October 2013
Morgan Stanley July 2010 - December 2011
State Street Corporation April 2008 - July 2010
Cerrone Exterior January 2004 - July 2010
Skills
Financial Services, Derivatives, Securities, Settlement, Trading, Prime Brokerage, Trading Operations, Middle Office, Bloomberg, Client Services, Mutual Funds, Omgeo Oasys, DTC, Trade Support, Equity Securities, FIX, Order Routing, SWIFT messaging, NASDAQ ACT Workstation, Foreign Exchange, SSEOMS, Series 7, Equities, Series 63
Education
University of Rhode Island
Bachelor of Science, Business Administration
Wayland High School 2001 — 2002
Naperville Central High School 1998 — 2001
Fidelity Capital Markets January 2014 - Present
State Street Global Advisors October 2013 - January 2014
Morgan Stanley December 2011 - October 2013
Morgan Stanley July 2010 - December 2011
State Street Corporation April 2008 - July 2010
Cerrone Exterior January 2004 - July 2010
Skills
Financial Services, Derivatives, Securities, Settlement, Trading, Prime Brokerage, Trading Operations, Middle Office, Bloomberg, Client Services, Mutual Funds, Omgeo Oasys, DTC, Trade Support, Equity Securities, FIX, Order Routing, SWIFT messaging, NASDAQ ACT Workstation, Foreign Exchange, SSEOMS, Series 7, Equities, Series 63
Education
University of Rhode Island
Bachelor of Science, Business Administration
Wayland High School 2001 — 2002
Naperville Central High School 1998 — 2001
Rick Kampersal's State Street Global Advisors Experience June 2014 - August 2015
Job Principal at The Wordsmith Writing Company
Industry Writing and Editing
Experience
The Wordsmith Writing Company October 2015 - Present
The Wordsmith Writing Company October 2015 - Present
State Street Global Advisors June 2014 - August 2015
The Hubbell Group February 2013 - May 2014
MFS Investment Management May 2005 - January 2013
Fidelity Investments August 2000 - May 2005
Fidelity Investments June 1996 - August 2000
Fidelity Investments December 1993 - June 1996
Scudder Stevens and Clark 1991 - 1993
Various newspapers July 1989 - November 1991
Skills
Financial Services, Corporate Communications, Internal Communications, Thought Leadership, Strategic Communications, Mutual Funds, Marketing Communications, Investor Relations, Communication Training, Investments, Integrated Marketing, Media Relations, Speech Writing, Newsletters, Marketing
Education
University of New Hampshire 1985 — 1989
BA, English/Journalism
The Wordsmith Writing Company October 2015 - Present
The Wordsmith Writing Company October 2015 - Present
State Street Global Advisors June 2014 - August 2015
The Hubbell Group February 2013 - May 2014
MFS Investment Management May 2005 - January 2013
Fidelity Investments August 2000 - May 2005
Fidelity Investments June 1996 - August 2000
Fidelity Investments December 1993 - June 1996
Scudder Stevens and Clark 1991 - 1993
Various newspapers July 1989 - November 1991
Skills
Financial Services, Corporate Communications, Internal Communications, Thought Leadership, Strategic Communications, Mutual Funds, Marketing Communications, Investor Relations, Communication Training, Investments, Integrated Marketing, Media Relations, Speech Writing, Newsletters, Marketing
Education
University of New Hampshire 1985 — 1989
BA, English/Journalism
Quang La's State Street Global Advisors Experience August 2010 - Present
Job
Industry Investment Management
Experience
State Street Global Advisors August 2010 - Present
State Street Global Advisors December 2002 - August 2010
State Street Global Advisors June 1997 - December 2002
Education
University of Massachusetts, Amherst 1989 — 1995
State Street Global Advisors August 2010 - Present
State Street Global Advisors December 2002 - August 2010
State Street Global Advisors June 1997 - December 2002
Education
University of Massachusetts, Amherst 1989 — 1995
Jason Randlett's State Street Global Advisors Experience September 2008 - March 2013
Job Performance Manager
Industry Financial Services
Experience
Numeric Investors LLC March 2013 - Present
Numeric Investors LLC March 2013 - Present
State Street Global Advisors September 2008 - March 2013
State Street Global Advisors April 2006 - September 2008
TA Associates, Inc January 2005 - April 2006
State Street Corporation August 2004 - January 2005
Skills
Attribution, Hedge Funds, Equities, Securities, Fixed Income, Performance Measurement, Mutual Funds, Performance Attribution, Derivatives, Strategic Planning, Financial Analysis, Project Management, Business Analysis, Process Improvement, Pricing
Education
University of Maine
B.S, Business Administration-Finance
Numeric Investors LLC March 2013 - Present
Numeric Investors LLC March 2013 - Present
State Street Global Advisors September 2008 - March 2013
State Street Global Advisors April 2006 - September 2008
TA Associates, Inc January 2005 - April 2006
State Street Corporation August 2004 - January 2005
Skills
Attribution, Hedge Funds, Equities, Securities, Fixed Income, Performance Measurement, Mutual Funds, Performance Attribution, Derivatives, Strategic Planning, Financial Analysis, Project Management, Business Analysis, Process Improvement, Pricing
Education
University of Maine
B.S, Business Administration-Finance
Muriel Nichols's State Street Global Advisors Experience 1993 - 2003
Job Vice President and Senior Wealth Strategist at Eaton Vance Investment Counsel
Industry Investment Management
Experience
Eaton Vance Investment Counsel Vice President- Senior Wealth StrategistUS Trust2003 - 2008
State Street Global Advisors 1993 - 2003
Boston Safe Deposit and Trust Company (now BNY Mellon) 1989 - 1993
Education
University of Michigan Law School
Juris Doctor
University of Wisconsin-Madison
Bachelor of Arts (B.A.), Political Science and Government
Eaton Vance Investment Counsel Vice President- Senior Wealth StrategistUS Trust2003 - 2008
State Street Global Advisors 1993 - 2003
Boston Safe Deposit and Trust Company (now BNY Mellon) 1989 - 1993
Education
University of Michigan Law School
Juris Doctor
University of Wisconsin-Madison
Bachelor of Arts (B.A.), Political Science and Government
James Johnson, CFA's State Street Global Advisors Experience November 2005 - 2012
Job Managing Director at TIAACREF
Industry Investment Management
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF September 2012 - Present
State Street Global Advisors November 2005 - 2012
Ameriprise Financial May 1994 - November 2005
Piper Capital Management June 1990 - May 1994
Education
University of Minnesota - Carlson School of Management
MBA
University of Miami 1986 — 1990
BM
TIAA-CREF March 2015 - Present
TIAA-CREF September 2012 - Present
State Street Global Advisors November 2005 - 2012
Ameriprise Financial May 1994 - November 2005
Piper Capital Management June 1990 - May 1994
Education
University of Minnesota - Carlson School of Management
MBA
University of Miami 1986 — 1990
BM
Clare Boretti's State Street Global Advisors Experience September 2006 - January 2012
Job Assistant Vice President, Global Treasury State Street Bank
Industry Banking
Experience
State Street Bank and Trust Company July 2014 - Present
State Street Bank January 2012 - July 2014
State Street Global Advisors September 2006 - January 2012
State Street Corporation January 2003 - September 2006
State Street Corporation October 1999 - January 2003
State Street Corporation January 1994 - October 1999
Skills
Financial Services, Securities Lending, Mutual Funds, Securities, Account Management, Client Services, Fixed Income
Education
University of Massachusetts Boston 1980 — 1987
B.S., Management
State Street Bank and Trust Company July 2014 - Present
State Street Bank January 2012 - July 2014
State Street Global Advisors September 2006 - January 2012
State Street Corporation January 2003 - September 2006
State Street Corporation October 1999 - January 2003
State Street Corporation January 1994 - October 1999
Skills
Financial Services, Securities Lending, Mutual Funds, Securities, Account Management, Client Services, Fixed Income
Education
University of Massachusetts Boston 1980 — 1987
B.S., Management
Serena Grooms's State Street Global Advisors Experience 1999 - 2000
Job Administrative Assistant Level III at BIDMC
Industry Hospital & Health Care
Experience
BIDMC 2007 - Present
Little Brothers Friends of The Elderly 1990 - Present
Cambridge Health Alliance 2008 - 2010
Chapman Waterproofing Comany 2000 - 2006
State Street Global Advisors 1999 - 2000
Skills
Microsoft Office, Healthcare, Public Speaking, Program Management, Community Outreach, PowerPoint, Sales, Nonprofits, Fundraising, Program Development, Leadership Development, Event Planning, Administrative..., Volunteer Management, Administrative..., Customer Service
Education
BIDMC Employee Career Initiative 2008 — 2012
University of Massachusetts, Amherst 1983 — 1987
Electrical Engineering
Boston Latin Academy 1978 — 1983
BIDMC 2007 - Present
Little Brothers Friends of The Elderly 1990 - Present
Cambridge Health Alliance 2008 - 2010
Chapman Waterproofing Comany 2000 - 2006
State Street Global Advisors 1999 - 2000
Skills
Microsoft Office, Healthcare, Public Speaking, Program Management, Community Outreach, PowerPoint, Sales, Nonprofits, Fundraising, Program Development, Leadership Development, Event Planning, Administrative..., Volunteer Management, Administrative..., Customer Service
Education
BIDMC Employee Career Initiative 2008 — 2012
University of Massachusetts, Amherst 1983 — 1987
Electrical Engineering
Boston Latin Academy 1978 — 1983
Barry R. Allen's State Street Global Advisors Experience July 2005 - December 2008
Job Investment Professional, Investor, Business Manager
Industry Investment Management
Experience
Peace of Mind Home Care Services, LLC January 2011 - July 2014
Scottsdale Energy December 2008 - March 2012
State Street Global Advisors July 2005 - December 2008
Columbia Management 2000 - 2005
Putnam Investments January 1998 - December 1999
Harbor Capital Management Company, Inc May 1995 - December 1997
Harbor Capital Mgt. January 1991 - May 1995
MassMutual January 1983 - December 1990
Skills
Investment Advisory, Mergers & Acquisitions, Trading, Wealth Management, Corporate Finance, Investment Banking, Venture Capital, Emerging Markets, Finance, Series 63, Financial Services, Financial Markets, Risk Management, Corporate Development, Securities, Series 7, Investment Management, Investment Strategies, Fixed Income, Equity Valuation, Investments, Equities
Education
Columbia University Graduate School of Business 1980 — 1982
MBA, Business Administration - Investment Finance
University of Massachusetts, Amherst 1969 — 1980
BA, Economics, Business
Peace of Mind Home Care Services, LLC January 2011 - July 2014
Scottsdale Energy December 2008 - March 2012
State Street Global Advisors July 2005 - December 2008
Columbia Management 2000 - 2005
Putnam Investments January 1998 - December 1999
Harbor Capital Management Company, Inc May 1995 - December 1997
Harbor Capital Mgt. January 1991 - May 1995
MassMutual January 1983 - December 1990
Skills
Investment Advisory, Mergers & Acquisitions, Trading, Wealth Management, Corporate Finance, Investment Banking, Venture Capital, Emerging Markets, Finance, Series 63, Financial Services, Financial Markets, Risk Management, Corporate Development, Securities, Series 7, Investment Management, Investment Strategies, Fixed Income, Equity Valuation, Investments, Equities
Education
Columbia University Graduate School of Business 1980 — 1982
MBA, Business Administration - Investment Finance
University of Massachusetts, Amherst 1969 — 1980
BA, Economics, Business
David Whigham's State Street Global Advisors Experience March 2011 - December 2012
Job Operations Analyst at Pine River Capital Management
Industry Investment Management
Experience
Pine River Capital Management July 2013 - Present
State Street Global Advisors March 2011 - December 2012
State Street May 2006 - March 2011
Skills
IDC, Bloomberg,..., All Microsoft suite..., Problem Solving, Customer Service, Corporate Actions, Analysis, Fixed Income, Bloomberg
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
BS, Business Administration with option in Finance
Pine River Capital Management July 2013 - Present
State Street Global Advisors March 2011 - December 2012
State Street May 2006 - March 2011
Skills
IDC, Bloomberg,..., All Microsoft suite..., Problem Solving, Customer Service, Corporate Actions, Analysis, Fixed Income, Bloomberg
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
BS, Business Administration with option in Finance
Lucy Kondry's State Street Global Advisors Experience July 2006 - June 2013
Job Vice President, Senior Relationship Manager
Industry Financial Services
Experience
State Street Global Advisors July 2006 - June 2013
State Street Corporation August 1994 - July 2006
Hegarty & Hurley September 1993 - August 1994
Skills
CRM, Investments, Relationship Management, Mutual Funds, Financial Services, Equities, Fixed Income, Series 7, Bloomberg, Portfolio Management
Education
University of Massachusetts Dartmouth 1989 — 1993
Bachelor of Science, Accounting
State Street Global Advisors July 2006 - June 2013
State Street Corporation August 1994 - July 2006
Hegarty & Hurley September 1993 - August 1994
Skills
CRM, Investments, Relationship Management, Mutual Funds, Financial Services, Equities, Fixed Income, Series 7, Bloomberg, Portfolio Management
Education
University of Massachusetts Dartmouth 1989 — 1993
Bachelor of Science, Accounting
Jeffrey Wilburn's State Street Global Advisors Experience September 2007 - December 2010
Job Digital Marketing Solutions at BlueConic
Industry Computer Software
Experience
BlueConic November 2014 - Present
Oracle October 2012 - November 2014
McGraw Hill Financial Communications May 2011 - May 2012
State Street Global Advisors September 2007 - December 2010
Boston Capital June 2005 - May 2007
DirectoryM December 2004 - May 2005
Skills
Mutual Funds, ETFs, Software Industry, Sales Process, Business Development, Relationship Management, Strategic Partnerships, Lead Generation, CRM, Financial Services, Sales, Salesforce.com
Education
University of Richmond - Robins School of Business 1998 — 2002
Business, Finance and Marketing
BlueConic November 2014 - Present
Oracle October 2012 - November 2014
McGraw Hill Financial Communications May 2011 - May 2012
State Street Global Advisors September 2007 - December 2010
Boston Capital June 2005 - May 2007
DirectoryM December 2004 - May 2005
Skills
Mutual Funds, ETFs, Software Industry, Sales Process, Business Development, Relationship Management, Strategic Partnerships, Lead Generation, CRM, Financial Services, Sales, Salesforce.com
Education
University of Richmond - Robins School of Business 1998 — 2002
Business, Finance and Marketing
John Paulson's State Street Global Advisors Experience December 1997 - August 1998
Job Systems Administrator at Mall Networks
Industry Computer Software
Experience
Cartera Commerce, Inc June 2010 - Present
Xactly/Centive April 2003 - February 2010
Incentivesystems inc January 2002 - April 2003
Ozro Inc May 2000 - August 2001
WorldStreet Corp August 1998 - May 2000
State Street Global Advisors December 1997 - August 1998
NEC Computer Systems Division September 1996 - December 1997
Skills
Network Security, Servers, DNS, VMware, System Administration, Security, VPN, Active Directory, Cisco IOS, Firewalls, Cisco Technologies, Solaris, Network Architecture
Education
Northeastern University
Certificate Program in Information Systems, Information Systems
University of New Hampshire 1986 — 1992
BA, English
Cartera Commerce, Inc June 2010 - Present
Xactly/Centive April 2003 - February 2010
Incentivesystems inc January 2002 - April 2003
Ozro Inc May 2000 - August 2001
WorldStreet Corp August 1998 - May 2000
State Street Global Advisors December 1997 - August 1998
NEC Computer Systems Division September 1996 - December 1997
Skills
Network Security, Servers, DNS, VMware, System Administration, Security, VPN, Active Directory, Cisco IOS, Firewalls, Cisco Technologies, Solaris, Network Architecture
Education
Northeastern University
Certificate Program in Information Systems, Information Systems
University of New Hampshire 1986 — 1992
BA, English
Dave Schiller's State Street Global Advisors Experience 2007 - Present
Job Vice President and Team Leader Relationship Management at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors 2007 - Present
State Street Global Advisors March 1999 - Present
Skills
Relationship Management, Mutual Funds, Asset Allocation, Hedge Funds, Bloomberg, Equities, Asset Management, Leadership, Fixed Income, Financial Services, Portfolio Management, Alternative Investments, Investments, Investment Strategies
Education
University of Richmond 1983 — 1987
BA
State Street Global Advisors 2007 - Present
State Street Global Advisors March 1999 - Present
Skills
Relationship Management, Mutual Funds, Asset Allocation, Hedge Funds, Bloomberg, Equities, Asset Management, Leadership, Fixed Income, Financial Services, Portfolio Management, Alternative Investments, Investments, Investment Strategies
Education
University of Richmond 1983 — 1987
BA
Matt Hogan's State Street Global Advisors Experience May 2008 - August 2008
Job Account Executive
Industry Staffing and Recruiting
Experience
Bullhorn January 2015 - Present
RBS Markets & International Banking June 2013 - January 2015
Fidelity Investments November 2011 - June 2013
The Bank of New York Mellon November 2009 - November 2011
The Bank of New York Mellon January 2009 - December 2009
State Street Global Advisors May 2008 - August 2008
Skills
Fixed Income, Finance, Portfolio Management, Equities, Sales, Bloomberg, Trading, Inside Sales, Salesforce.com, Software Sales, SaaS, Leadership
Education
University of Massachusetts, Amherst 2004 — 2008
B.A., Economics
Bullhorn January 2015 - Present
RBS Markets & International Banking June 2013 - January 2015
Fidelity Investments November 2011 - June 2013
The Bank of New York Mellon November 2009 - November 2011
The Bank of New York Mellon January 2009 - December 2009
State Street Global Advisors May 2008 - August 2008
Skills
Fixed Income, Finance, Portfolio Management, Equities, Sales, Bloomberg, Trading, Inside Sales, Salesforce.com, Software Sales, SaaS, Leadership
Education
University of Massachusetts, Amherst 2004 — 2008
B.A., Economics
Alexander Rudin's State Street Global Advisors Experience September 2014 - Present
Job Managing Director, Liquid Alternative Investments at State Street
Industry Investment Management
Experience
State Street Global Advisors September 2014 - Present
Ramius Trading Strategies June 2009 - September 2014
Merrill Lynch May 2006 - June 2009
Julius Baer September 2003 - May 2006
WorldCo LLC February 2002 - August 2003
FSA April 2001 - February 2002
Rabobank June 1998 - March 2001
Skills
Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Management, Investments, Commodity, FX Options, Global Macro, Securities, Mutual Funds, Trading Strategies, Risk Management, Due Diligence
Education
University of Minnesota-Twin Cities 1995 — 1997
PhD, Theoretical Physics
Ioffe Institute for Physics and Technology 1992 — 1995
PhD, theoretical physics
State Street Global Advisors September 2014 - Present
Ramius Trading Strategies June 2009 - September 2014
Merrill Lynch May 2006 - June 2009
Julius Baer September 2003 - May 2006
WorldCo LLC February 2002 - August 2003
FSA April 2001 - February 2002
Rabobank June 1998 - March 2001
Skills
Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Management, Investments, Commodity, FX Options, Global Macro, Securities, Mutual Funds, Trading Strategies, Risk Management, Due Diligence
Education
University of Minnesota-Twin Cities 1995 — 1997
PhD, Theoretical Physics
Ioffe Institute for Physics and Technology 1992 — 1995
PhD, theoretical physics
Michael Ferrick MBA, ITIL's State Street Global Advisors Experience November 2006 - Present
Job Principal at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors November 2006 - Present
Thomson Reuters September 2001 - November 2006
Bridge Information Systems March 1992 - April 2002
Skills
RMDS, Market Data, Fixed Income, Bloomberg, Financial Markets, Electronic Trading, Product Management, Factset, Requirements Analysis, Vendor Management, Analysis, Business Analysis, Software Project..., Trading Systems, Financial Services, Hedge Funds, Derivatives, Equities, Integration, Management
Education
University of Southern California 2002 — 2004
Master of Business Administration, Information Technology
University of Southern California 1993 — 1997
Business Administration, Business
State Street Global Advisors November 2006 - Present
Thomson Reuters September 2001 - November 2006
Bridge Information Systems March 1992 - April 2002
Skills
RMDS, Market Data, Fixed Income, Bloomberg, Financial Markets, Electronic Trading, Product Management, Factset, Requirements Analysis, Vendor Management, Analysis, Business Analysis, Software Project..., Trading Systems, Financial Services, Hedge Funds, Derivatives, Equities, Integration, Management
Education
University of Southern California 2002 — 2004
Master of Business Administration, Information Technology
University of Southern California 1993 — 1997
Business Administration, Business
Pauline Dowell's State Street Global Advisors Experience 2005 - 2011
Job Presentations Specialist
Industry Financial Services
Experience
Freelance 2011 - Present
State Street Global Advisors 2005 - 2011
Selbert Perkins Design 1995 - 2003
Skills
Adobe Creative Suite, Web Design, Marketing Strategy, Social Media, PowerPoint, Graphic Design, Information Design, Adobe Acrobat, Information Architecture, InDesign, Social Networking, Art Direction, Advertising, Financial Services, Microsoft Office, Illustrator, QuarkXPress, Photoshop
Education
University of Massachusetts, Amherst 1989 — 1992
BFA, Art
Freelance 2011 - Present
State Street Global Advisors 2005 - 2011
Selbert Perkins Design 1995 - 2003
Skills
Adobe Creative Suite, Web Design, Marketing Strategy, Social Media, PowerPoint, Graphic Design, Information Design, Adobe Acrobat, Information Architecture, InDesign, Social Networking, Art Direction, Advertising, Financial Services, Microsoft Office, Illustrator, QuarkXPress, Photoshop
Education
University of Massachusetts, Amherst 1989 — 1992
BFA, Art
Joanne (Wong) Ko's State Street Global Advisors Experience November 1998 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
UMass Medical School - Commonwealth of Massachusetts - EOHHS May 2010 - December 2011
State Street Global Advisors November 1998 - March 2009
Skills
Asset Managment, Asset Management, Financial Services, Mutual Funds, Management
Education
University of Massachusetts, Amherst
BA, Economics
UMass Medical School - Commonwealth of Massachusetts - EOHHS May 2010 - December 2011
State Street Global Advisors November 1998 - March 2009
Skills
Asset Managment, Asset Management, Financial Services, Mutual Funds, Management
Education
University of Massachusetts, Amherst
BA, Economics
Stephen MacLellan, CFA's State Street Global Advisors Experience April 2012 - June 2013
Job Investment Analyst at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group June 2013 - Present
State Street Global Advisors April 2012 - June 2013
State Street Global Advisors June 2008 - April 2012
Regional Economic Models Inc October 2006 - May 2008
SSgA Capital Management June 2007 - September 2007
Skills
Economics, Data Analysis, Research, VBA, Microsoft Excel, Excel, Word, Python, Financial Statement..., Expense/Revenue Analysis, Product Development, Asset Allocation, Investment Management, Investments
Education
University of Massachusetts, Amherst 2005 — 2008
Bachelor's Degree, Economics, Political Science, International Relations
Meketa Investment Group June 2013 - Present
State Street Global Advisors April 2012 - June 2013
State Street Global Advisors June 2008 - April 2012
Regional Economic Models Inc October 2006 - May 2008
SSgA Capital Management June 2007 - September 2007
Skills
Economics, Data Analysis, Research, VBA, Microsoft Excel, Excel, Word, Python, Financial Statement..., Expense/Revenue Analysis, Product Development, Asset Allocation, Investment Management, Investments
Education
University of Massachusetts, Amherst 2005 — 2008
Bachelor's Degree, Economics, Political Science, International Relations
Kesav Valluru's State Street Global Advisors Experience July 2005 - July 2008
Job Sr. Software Engineer at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2011 - Present
Compliance Technologies International, LLP February 2009 - October 2011
Brown Brothers Harriman August 2008 - February 2009
State Street Global Advisors July 2005 - July 2008
Wellington Management 2001 - 2005
Key Commerce Inc 2000 - 2001
Education
University of Mysore 1992 — 1996
Bachelors in Computer Science Engineering
Wellington Management October 2011 - Present
Compliance Technologies International, LLP February 2009 - October 2011
Brown Brothers Harriman August 2008 - February 2009
State Street Global Advisors July 2005 - July 2008
Wellington Management 2001 - 2005
Key Commerce Inc 2000 - 2001
Education
University of Mysore 1992 — 1996
Bachelors in Computer Science Engineering
Ellen Moran's State Street Global Advisors Experience August 2007 - February 2010
Job Senior Product Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial February 2014 - Present
Fidelity Investments January 2012 - January 2014
Fideity Investments June 1999 - January 2014
State Street Corporation February 2010 - December 2011
State Street Global Advisors August 2007 - February 2010
ByAll Accounts April 2002 - June 2004
Moors & Cabot February 2000 - April 2002
Skills
FINRA Series 7, FINRA Series 63, Securities, Hedge Funds, Equities, Relationship Management, Mutual Funds, Options, Finance, Financial Services, Alternative Investments, Investments, Back Office, FINRA, Trading, Fixed Income, Asset Management, Asset Allocation, Wealth Management, Risk Management, Series 7, Series 63
Education
University of Massachusetts Boston
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sun Life Financial February 2014 - Present
Fidelity Investments January 2012 - January 2014
Fideity Investments June 1999 - January 2014
State Street Corporation February 2010 - December 2011
State Street Global Advisors August 2007 - February 2010
ByAll Accounts April 2002 - June 2004
Moors & Cabot February 2000 - April 2002
Skills
FINRA Series 7, FINRA Series 63, Securities, Hedge Funds, Equities, Relationship Management, Mutual Funds, Options, Finance, Financial Services, Alternative Investments, Investments, Back Office, FINRA, Trading, Fixed Income, Asset Management, Asset Allocation, Wealth Management, Risk Management, Series 7, Series 63
Education
University of Massachusetts Boston
Bachelor of Business Administration (BBA), Business Administration and Management, General
Laura MacHaffie Kouri's State Street Global Advisors Experience May 2012 - Present
Job Senior Event Manager, Principal at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors May 2012 - Present
State Street February 2011 - May 2012
State Street September 2007 - February 2011
Tillinger's Concierge August 2006 - August 2007
The PGA TOUR’s Champions Tour, Bank of America Championship May 2006 - May 2006
Skills
Budget, Executive Management, Project Planning, Outlook, Marketing Communications, Budgets, Event Management, Management, Contract Negotiation, Forecasting, Analysis, Public Speaking, Marketing, Event Planning, Sponsorship
Education
University of Richmond 2002 — 2006
Bachelor of Arts, Sociology and Business Administration
State Street Global Advisors May 2012 - Present
State Street February 2011 - May 2012
State Street September 2007 - February 2011
Tillinger's Concierge August 2006 - August 2007
The PGA TOUR’s Champions Tour, Bank of America Championship May 2006 - May 2006
Skills
Budget, Executive Management, Project Planning, Outlook, Marketing Communications, Budgets, Event Management, Management, Contract Negotiation, Forecasting, Analysis, Public Speaking, Marketing, Event Planning, Sponsorship
Education
University of Richmond 2002 — 2006
Bachelor of Arts, Sociology and Business Administration
Frederick Heidler's State Street Global Advisors Experience October 2011 - October 2012
Job Business Development Associate at Aperio Group, LLC
Industry Financial Services
Experience
Aperio Group, LLC November 2013 - October 2014
State Street Global Advisors October 2011 - October 2012
BCA Research September 2010 - September 2011
Rothstein Kass October 2008 - April 2010
Skills
Hedge Funds, Equities, Alternative Investments, Bloomberg, Asset Management, Fixed Income, Asset Managment, Investment Strategies, Management, Strategy, Financial Analysis
Education
University of San Francisco 2010 — 2012
M.Sc. in Finance
University of San Francisco 2006 — 2008
Bachelor of Science (B.S.)
Bellarmine College Preparatory 1999 — 2003
Aperio Group, LLC November 2013 - October 2014
State Street Global Advisors October 2011 - October 2012
BCA Research September 2010 - September 2011
Rothstein Kass October 2008 - April 2010
Skills
Hedge Funds, Equities, Alternative Investments, Bloomberg, Asset Management, Fixed Income, Asset Managment, Investment Strategies, Management, Strategy, Financial Analysis
Education
University of San Francisco 2010 — 2012
M.Sc. in Finance
University of San Francisco 2006 — 2008
Bachelor of Science (B.S.)
Bellarmine College Preparatory 1999 — 2003
Bryon Dana's State Street Global Advisors Experience September 2013 - Present
Job Presentation Specialist at SSgA
Industry Graphic Design
Experience
State Street Global Advisors September 2013 - Present
State Street Global Advisors February 2013 - September 2013
PRTM Management Consultants December 2010 - August 2011
Bank of America May 2006 - June 2010
Education
University of Hartford 1992 — 1996
BA, Mass Communication
State Street Global Advisors September 2013 - Present
State Street Global Advisors February 2013 - September 2013
PRTM Management Consultants December 2010 - August 2011
Bank of America May 2006 - June 2010
Education
University of Hartford 1992 — 1996
BA, Mass Communication
Alexandra Post's State Street Global Advisors Experience April 2015 - Present
Job Internal Sales Associate at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors April 2015 - Present
F-Squared Investments June 2014 - March 2015
Morgan Stanley Wealth Management January 2014 - May 2014
Meridian Realty July 2010 - August 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
Skills
CRM, Marketing, Social Media Marketing
Education
University of Miami - School of Business 2009 — 2013
B.B.A., Finance, Marketing
Brooks School 2005 — 2009
State Street Global Advisors April 2015 - Present
F-Squared Investments June 2014 - March 2015
Morgan Stanley Wealth Management January 2014 - May 2014
Meridian Realty July 2010 - August 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
Skills
CRM, Marketing, Social Media Marketing
Education
University of Miami - School of Business 2009 — 2013
B.B.A., Finance, Marketing
Brooks School 2005 — 2009
Lisa Tracey's State Street Global Advisors Experience April 2007 - March 2009
Job Senior Business Application Delivery Manager
Industry Nonprofit Organization Management
Experience
Virtual, Inc. July 2009 - Present
State Street Global Advisors April 2007 - March 2009
Tyco Fire and Security September 1996 - April 2007
Skills
Project Management, Business Analysis, Database Design, Relational Databases, SaaS, Salesforce.com, Software Project..., Enterprise Software
Education
University of Massachusetts Dartmouth 1988 — 1992
BS, Management
Virtual, Inc. July 2009 - Present
State Street Global Advisors April 2007 - March 2009
Tyco Fire and Security September 1996 - April 2007
Skills
Project Management, Business Analysis, Database Design, Relational Databases, SaaS, Salesforce.com, Software Project..., Enterprise Software
Education
University of Massachusetts Dartmouth 1988 — 1992
BS, Management
Tom Shors's State Street Global Advisors Experience October 2010 - April 2012
Job NY Admitted Attorney
Industry Financial Services
Experience
AXA Equitable Funds Management Group, LLC March 2015 - June 2015
Piscataqua Capital Management, LLC May 2012 - June 2014
State Street Global Advisors October 2010 - April 2012
UBS Global Asset Management September 2004 - September 2010
Skills
Excel, Word, Fluent in Japanese
Education
University of Iowa
Juris Doctor, Law
AXA Equitable Funds Management Group, LLC March 2015 - June 2015
Piscataqua Capital Management, LLC May 2012 - June 2014
State Street Global Advisors October 2010 - April 2012
UBS Global Asset Management September 2004 - September 2010
Skills
Excel, Word, Fluent in Japanese
Education
University of Iowa
Juris Doctor, Law
MARIA MERCEDES PICA's State Street Global Advisors Experience May 2008 - June 2012
Job Salamander's Coffee Place New Investor and Manager
Industry Public Relations and Communications
Experience
State Street Global Advisors May 2008 - June 2012
Blue Cross Blue Shield of Massachusetts September 2007 - April 2008
Don Quijote Tours of New England January 2006 - September 2007
Sika January 2004 - January 2006
Bayer May 2000 - January 2004
Siemens October 1998 - March 2000
Shering Plough January 1995 - August 1998
Education
University of Massachusetts Boston 2006 — 2007
Business English
Universidad Politecnico Grancolombiano 2000 — 2005
Bachelor of Business Administration (BBA), Finance, General
Danthe Aligheri School 1992 — 1994
Italian
Deutsche Schule - Colegio Andino 1980 — 1987
Bilingual High School, German
State Street Global Advisors May 2008 - June 2012
Blue Cross Blue Shield of Massachusetts September 2007 - April 2008
Don Quijote Tours of New England January 2006 - September 2007
Sika January 2004 - January 2006
Bayer May 2000 - January 2004
Siemens October 1998 - March 2000
Shering Plough January 1995 - August 1998
Education
University of Massachusetts Boston 2006 — 2007
Business English
Universidad Politecnico Grancolombiano 2000 — 2005
Bachelor of Business Administration (BBA), Finance, General
Danthe Aligheri School 1992 — 1994
Italian
Deutsche Schule - Colegio Andino 1980 — 1987
Bilingual High School, German
Nicole Perona's State Street Global Advisors Experience 2007 - 2010
Job Vice President/ Project Manager at State Strret
Industry Financial Services
Experience
State Street Corporation April 2010 - Present
State Street global Advisors 2007 - 2010
State Street Corporation 2004 - 2007
Beta Group, Inc January 2001 - January 2003
Skills
Business & Financial..., Project Coordination &..., Process Improvement &..., Training & Development, Business/ Technology..., Dashboard & Metric..., Policy Creation &..., High Level & Detailed..., Program Implementation..., Client & Supplier..., Audit Coordination &..., Risk Mitigation..., RFI/ RFP/ Contract..., Budget Accountability, Risk Management, Program Management, Project Management, Employee Training, Training, Management, Business Analysis, Accountability
Education
University of Massachusetts Dartmouth 1994 — 1998
BS, Civil & Environmental Engineering
NQHS
State Street Corporation April 2010 - Present
State Street global Advisors 2007 - 2010
State Street Corporation 2004 - 2007
Beta Group, Inc January 2001 - January 2003
Skills
Business & Financial..., Project Coordination &..., Process Improvement &..., Training & Development, Business/ Technology..., Dashboard & Metric..., Policy Creation &..., High Level & Detailed..., Program Implementation..., Client & Supplier..., Audit Coordination &..., Risk Mitigation..., RFI/ RFP/ Contract..., Budget Accountability, Risk Management, Program Management, Project Management, Employee Training, Training, Management, Business Analysis, Accountability
Education
University of Massachusetts Dartmouth 1994 — 1998
BS, Civil & Environmental Engineering
NQHS
Julie Hammond's State Street Global Advisors Experience March 1999 - June 2002
Job Assistant Director of Marketing at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - July 2014
The Hartford January 2008 - December 2012
MFS Investment Management July 2002 - December 2007
State Street Global Advisors March 1999 - June 2002
New York Life Benefit Services March 1996 - February 1999
Fidelity Investments June 1991 - February 1996
Skills
Marketing, Project Management, Direct Marketing, Series 6, 401k, Marketing Communications, Marketing Strategy, Series 63, Financial Services, Relationship Management, Retirement, Retirement Planning, Email Marketing, Mutual Funds
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
MassMutual Financial Group January 2013 - July 2014
The Hartford January 2008 - December 2012
MFS Investment Management July 2002 - December 2007
State Street Global Advisors March 1999 - June 2002
New York Life Benefit Services March 1996 - February 1999
Fidelity Investments June 1991 - February 1996
Skills
Marketing, Project Management, Direct Marketing, Series 6, 401k, Marketing Communications, Marketing Strategy, Series 63, Financial Services, Relationship Management, Retirement, Retirement Planning, Email Marketing, Mutual Funds
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.