State Street Global Advisors

Industry: Financial services company

Description

State 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,

State Street Global Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street Global Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

State Street Global Advisors Salaries. You can even request information on how much does State Street Global Advisors pay if you want to. Learn about salaries, pros and cons of working for State Street Global Advisors directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

1,649 State Street Global Advisors employees in database. Find out everything there's to know about State Street Global Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

State Street Global Advisors Employees

Employee
Years
Job
Industry
Brett Newcomb Brett Newcomb Greater Boston Area Details
Brett Newcomb's State Street Global Advisors Experience September 2009 - December 2010
Job Senior Associate at Beacon Consulting Group
Industry Management Consulting
Experience
Beacon Consulting Group  June 2013 - Present
BNP Paribas Investment Partners  December 2010 - May 2013
State Street Global Advisors   September 2009 - December 2010
State Street Global Advisors   March 2008 - September 2009
State Street Global Advisors   May 2007 - May 2008
Brown Brothers Harriman & Co  March 2007 - April 2007
Unica Corporation  September 2006 - March 2007
EMC Corporation  June 2005 - August 2005
EMC Corporation  February 2005 - May 2005

Skills
Financial Reporting, Financial Analysis, Financial Statements, Equities, Fixed Income, Risk Management, Securities, Trading, Financial Risk, Investments, Finance, Portfolio Management, Analysis, Financial Modeling, Management, Asset Management, Financial Services, Mutual Funds, Valuation, Alternative Investments, Internal Audit, Bloomberg, Auditing

Education
Bentley University   2002 — 2006
Bachelor of Science, Corporate Finance and Accounting

Jonathan Rivera, PMP Jonathan Rivera, PMP Greater Boston Area Details
Jonathan Rivera, PMP's State Street Global Advisors Experience September 2007 - April 2011
Job State Street Global Advisors
Industry Financial Services
Experience
State Street  May 2015 - Present
Deloitte  September 2012 - April 2015
Deloitte  May 2011 - September 2012
State Street Global Advisors   September 2007 - April 2011
Piper, Hawkins, and Company CPA   November 2006 - July 2007
Lewtan Technologies Inc   November 2005 - November 2006
Deutsche Investment Management Americas Inc   May 2005 - November 2005

Skills
Banking, Bloomberg, Valuation, Accounting, Portfolio Management, Structured Finance, Credit Risk, Financial Services, Risk Management, Investments, Mutual Funds, Management Consulting, Analysis, Strategy, Financial Modeling, CRM

Education
Bentley University   2002 — 2006
Bachelor of Science, Corporate Finance and Accounting

Christopher Whalen Christopher Whalen Greater Boston Area Details
Christopher Whalen's State Street Global Advisors Experience December 2007 - September 2010
Job Vice President at State Street Corporation
Industry Capital Markets
Experience
State Street Corporation  August 2015 - Present
State Street Corporation  May 2012 - August 2015
J.P. Morgan   September 2010 - May 2012
State Street Global Advisors   December 2007 - September 2010
State Street Corporation  March 2004 - December 2007
Pilkington N.A.   June 2000 - March 2004

Skills
Hedge Funds, Accounting, Corporate Finance, Capital Markets, Finance, Financial Services

Education
Cornell University
Graduate Certificate in Executive Leadership

Suffolk University
Master of Science, Accountancy

Bentley University
Bachelor of Science, Accountancy

Joe Lyons Joe Lyons Greater Boston Area Details
Joe Lyons's State Street Global Advisors Experience 1996 - 2008
Job Global Financial Executive and Investor
Industry Investment Management
Experience
Boston Boot Company   2013 - Present
LITTLE HARBOR MULTISTRATEGY COMPOSITE FUND   June 2014 - Present
RBC Global Asset Management Infrastructure Investment Group   2009 - 2011
Sectoral Asset Management  2007 - 2008
State Street Global Alliance, LLC   2004 - 2008
State Street Global Advisors   1996 - 2008
NatWest Investment Management   1995 - 1996
Working Assets Capital Management   1993 - 1995
The Boston Company  1983 - 1993

Skills
Asset Managment, Equities, Management, Asset Management, Investments, Alternative Investments, Hedge Funds, Private Equity, Fixed Income, Investment Strategies, Strategy, Asset Allocation, Investment Management, Structured Finance, Start-ups, Mergers & Acquisitions

Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA

Boston University - School of Management
BS/BA

Matthew Picco Matthew Picco Boston, Massachusetts Details
Matthew Picco's State Street Global Advisors Experience October 2014 - September 2015
Job Investment Compliance Analyst, State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   October 2014 - September 2015
State Street  December 2013 - October 2014

Skills
Finance, Accounting, Microsoft Excel, PowerPoint, Mutual Funds, Financial Services, Financial Analysis, Microsoft Office, Data Analysis, Microsoft Word, Bloomberg

Education
Bentley University   2007 — 2011
Bachelor of Science Degree, Corporate Finance and Accounting

Bentley University   2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Corporate Finance and Accounting

Paolo Villasenor, CIPM Paolo Villasenor, CIPM Newport Beach, California Details
Paolo Villasenor, CIPM's State Street Global Advisors Experience September 1999 - June 2003
Job Product Management Business Strategy Investment Product Development
Industry Investment Management
Experience
Pacific Funds   November 2011 - Present
Genworth Financial (Now AssetMark)   November 2010 - November 2011
Wells Capital Management  May 2005 - November 2010
Wells Capital Management  June 2004 - May 2005
Wellington Management Co   October 2003 - February 2004
State Street Global Advisors   September 1999 - June 2003
State Street Global Advisors   March 1998 - September 1999
Scudder Kemper Investments  January 1998 - March 1998
State Street  September 1996 - January 1998

Skills
Valuation, Positioning, Competitive Analysis, Product Development, Strategic Planning, Marketing Strategy, Thought Leadership, Transition Management, Sales, Portfolio Optimization, Strategy, Alternative Investments, Mutual Funds, Investments

Education
Boston University Questrom School of Business   1999 — 2002
MBA, Finance

Boston College   1992 — 1996
BS, Biochemistry

Christian Brothers Academy

Jeannie Shanahan Jeannie Shanahan Boston, Massachusetts Details
Jeannie Shanahan's State Street Global Advisors Experience 2009 - 2013
Job Chief Risk & Compliance Officer
Industry Computer Software
Experience
OMGEO LLC, a DTCC Company   2013 - 2015
STATE STREET GLOBAL ADVISORS   2009 - 2013
FIDELITY INVESTMENTS  1997 - 2009
BANK OF BOSTON  1991 - 1997
TEXAS INSTRUMENTS  1986 - 1989

Skills
Financial Risk, Credit, Due Diligence, Operational Risk, Compliance, Risk Assessment, Derivatives, Fixed Income, Enterprise Risk..., Investments, Governance, Business Continuity, Equities, Management, Leadership, Staff Development, Strategic Planning &..., Budget Management, Resource Allocation, Internal Consulting, Performance Management

Education
Bank of Boston
Credit Analyst Training Program

Boston College - Carroll School of Management
Master of Business Administration (MBA)

Simmons College
Bachelor of Applied Science, Math & Computer Science

Balaji Doraibabu Balaji Doraibabu Greater Boston Area Details
Balaji Doraibabu's State Street Global Advisors Experience November 2005 - Present
Job Vice President, Enterprise Information Management at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   November 2005 - Present
UMass Medical School  December 2002 - October 2005
Unitas Corporation   June 1998 - October 2002
Dharma Consulting Group   June 1997 - May 1998
Complete Business Solutions India Ltd   May 1996 - April 1997

Skills
Application Architecture, J2EE Application..., Data Management, Technical Support, System Architecture, Data Analysis, Enterprise Content..., J2EE Web Services, Exchange Traded Funds, Data Virtualization, Institutional..., Enterprise Information..., Business Intelligence..., Data Warehouse Toolkit, Dimensional Modeling..., SQL OLAP, Microsoft PowerPivot..., Tableau, Content Management, Data Supply Chain, Data Governance

Education
Bentley University
Master of Business Administration (MBA), Business Analytics

Boston University   1999 — 2002
Master of Science (MS), Computer Information Systems

Coimbatore Institute of Technology
Bachelor of Engineering (B.E.), Mechanical Engineering

Nehru Senior Secondary School

Amanda Hodes Amanda Hodes Greater Boston Area Details
Amanda Hodes's State Street Global Advisors Experience December 2010 - March 2013
Job Senior Business Consultant at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance  July 2014 - Present
Liberty Mutual Insurance  March 2013 - July 2014
State Street Global Advisors   December 2010 - March 2013
Alkermes, Inc.   June 2010 - August 2010
Centerbridge Partners, L.P.   August 2006 - August 2009
Stella's Cafe   May 2004 - October 2005
Weber Shandwick  June 2005 - August 2005

Skills
Hedge Funds

Education
Boston College - Wallace E. Carroll Graduate School of Management   2009 — 2011
MBA, Marketing Informatics

Cornell University   2002 — 2006
B.A., English

Alexandra Ciccariello Alexandra Ciccariello Greater Boston Area Details
Alexandra Ciccariello's State Street Global Advisors Experience April 2010 - Present
Job Global Trading Solutions Analyst at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   April 2010 - Present
State Street Global Advisors   January 2005 - March 2010
Clough Capital Partners   January 2004 - January 2005

Skills
Corporate Finance, Microsoft Excel, Investment Management, Fixed Income, Financial Reporting, Equities, Bloomberg, Budgets, Market Data, FX Options, Electronic Trading, Hedge Funds

Education
Boston College - Wallace E. Carroll Graduate School of Management   2014 — 2016
Master's degree, Finance

Northeastern University   2003 — 2008
Business, Finance and Entrepreneurship

American College of Thessaloniki
Modern Greek Language and Literature

Rossemary Calderon Rossemary Calderon Greater Boston Area Details
Rossemary Calderon's State Street Global Advisors Experience June 2014 - Present
Job Principal, Intermediary Business Group at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   June 2014 - Present
Sun Life Financial  June 2013 - June 2014
Sun Life Financial  March 2010 - June 2013
ZeroChaos, Contract at State Street Corporation   September 2009 - March 2010
Kelly Services & ZeroChaos, Contract at State Street Corporation   April 2009 - September 2009
State Street Corporation  July 2008 - January 2009
State Street Corporation  May 2007 - July 2008

Skills
Visio, PeopleSoft, Lotus Notes, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Microsoft Office, HTML, InDesign, Event Management, Bloomberg, Marketing Communications, Social Media, QuarkXPress, Access, Research, Program Management, Marketing, Fundraising, Recruiting, Customer Service, Public Speaking, Training, Twitter, Facebook, Pinterest, Public Relations, Marketing Strategy, Management, Spanish

Education
Simmons College - Simmons School of Management   2011 — 2013
Master, Communications Management

Bentley University   2003 — 2007
Bachelors of Science, Marketing

NEOMA Business School   2006 — 2006
Study Abroad, Marketing & French Culture

The Partnership 2015

John P. Manning Jr. John P. Manning Jr. Rowley, Massachusetts Details
John P. Manning Jr.'s State Street Global Advisors Experience 1997 - 2007
Job Associate Partner at Harvard Partners, LLP
Industry Information Technology and Services
Experience
Harvard Partners, LLP  July 2014 - Present
The Cavan Group  December 2013 - April 2014
EMC  August 2011 - November 2013
Harvard Partners, LLP  April 2010 - August 2011
JPM Consulting   June 2009 - April 2010
Wellington Management Co.   March 2007 - May 2009
State Street Global Advisors   1997 - 2007
State Street Bank (SSGA)   1997 - 2000
State Street Bank  1985 - 1997

Skills
Cloud Computing, Data Center..., Data Center Relocation, Investments, Data Center, Disaster Recovery, Infrastructure, Business Analysis, Business Continuity, Program Management, ITIL, Financial Services, Change Management, Project Management, Information Technology, Leadership, Management, Strategic Planning, Process Improvement, Consulting, Management Consulting, Vendor Management, Requirements Analysis, Project Planning, Business Continuity..., IT Strategy, SDLC, Project Portfolio..., IT Management

Education
Boston University   2007 — 2007
Certificate, Project Management

Disaster Recovery Institute   2005 — 2005
CBCP, Business Continuity Planning

Bentley University   1980 — 1984
BS Management, Information Systems

Caitlyn O'Keefe Caitlyn O'Keefe Boston, Massachusetts Details
Caitlyn O'Keefe's State Street Global Advisors Experience September 2003 - June 2005
Job Experienced Sales & Marketing Professional
Industry Marketing and Advertising
Experience
McNeil, Gray & Rice Strategic Communications   May 2011 - May 2013
EBI Consulting  November 2009 - April 2011
The Bank of New York Mellon Corporation  April 2007 - January 2009
The Bank of New York Mellon  June 2005 - March 2007
State Street Global Advisors   September 2003 - June 2005
Simmons College  2000 - 2003

Education
Boston College - Wallace E. Carroll Graduate School of Management   2009 — 2013
Master of Business Administration (M.B.A.)

Simmons College   1999 — 2003
Bachelor of Arts (B.A.)

School Year Abroad

Tabor Academy

Alexandra English Alexandra English Greater Boston Area Details
Alexandra English's State Street Global Advisors Experience October 2007 - May 2008
Job Marketing Communications Manager at Pixability
Industry Public Relations and Communications
Experience
Pixability  June 2014 - Present
CTP  April 2012 - May 2014
Conover Tuttle Pace  April 2010 - April 2012
Gray Rambusch Advertising   January 2010 - April 2010
Gray & Rice Public Relations  July 2008 - April 2010
State Street Global Advisors   October 2007 - May 2008
Mayor of Cambridge's Office   June 2007 - August 2007
Washington Parent Magazine  December 2005 - August 2006

Skills
Media Relations, Social Media Marketing, Marketing, Event Planning, Public Relations, Integrated Marketing, B2B, Management, Advertising, Marketing Communications, Social Media, Digital Marketing

Education
Boston College   2004 — 2008
B.A., Communication, English

Stephen DiCarlo Jr Stephen DiCarlo Jr Peabody, Massachusetts Details
Stephen DiCarlo Jr's State Street Global Advisors Experience June 2011 - August 2011
Job Finance Professional
Industry Financial Services
Experience
MFS Investment Management  March 2014 - July 2015
AXA Advisors  December 2013 - February 2014
Putnam Investments  June 2012 - October 2013
State Street Global Advisors   June 2011 - August 2011

Skills
Series 6, Series 63, Mutual Funds, Series 7, Financial Services

Education
Boston College   2008 — 2012
Bachelor of Arts (B.A.), Economics

St. John's Preparatory High School   2004 — 2008

Tim Jacques Tim Jacques Greater Boston Area Details
Tim Jacques's State Street Global Advisors Experience October 2003 - August 2007
Job Consultant at Edgewater Ranzal
Industry Financial Services
Experience
Edgewater Ranzal  November 2014 - Present
State Street  May 2008 - November 2014
First Marblehead  September 2007 - May 2008
State Street Global Advisors   October 2003 - August 2007
State Street  July 2000 - October 2003
State Street  May 1997 - July 2000
Mellon Bank  June 1991 - May 1997

Skills
Business Analysis, Financial Analysis, Oracle Financials, Business Process..., Financial Systems, Analysis, Oracle E-Business Suite, Accounting, Finance, Forecasting, Business Process, Management, Financial Modeling, Process Improvement, Financial Services, Business Process..., Financial Reporting, Risk Management, Integration, Consulting, Hyperion HFM, Hyperion

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1994 — 1998
MBA, Information Systems

Merrimack College   1986 — 1991
BS, Business Admin - Finance

Jonathan Farrow Jonathan Farrow New York, New York Details
Jonathan Farrow's State Street Global Advisors Experience May 2014 - August 2014
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2015 - Present
State Street Global Advisors   May 2014 - August 2014
Northern Bank & Trust Company  May 2013 - January 2014
Novaya Ventures   June 2012 - March 2013

Skills
Economics, Microsoft Office, Microsoft Excel, Mentoring, Leadership, Underwriting, Time Management, Lacrosse, Hockey, Finance

Education
Boston College   2011 — 2015
Bachelor’s Degree, Concentration: Management & Finance

The University of Queensland   2013 — 2013
Study Abroad - Fall Semester

St. John's Preparatory School   2007 — 2011
High School Diploma

John Menke John Menke New York, New York Details
John Menke's State Street Global Advisors Experience June 2014 - September 2014
Job Senior Associate at Nasdaq
Industry Financial Services
Experience
NASDAQ  September 2014 - Present
State Street Global Advisors   June 2014 - September 2014
State Street Associates  March 2014 - June 2014
Portfolio Evaluations, Inc.   December 2010 - August 2013
Bloomberg L.P. (via Ajilon)   July 2009 - July 2010
Lynx Capital Partners  July 2007 - July 2009

Skills
Investments, Mutual Funds, Equities, Asset Allocation, Valuation, Options, Finance, Trading, Equity Research, Bloomberg, Financial Modeling, VBA, SQL, Stata, Matlab, Defined Benefit, Defined Contribution

Education
Boston College - Wallace E. Carroll Graduate School of Management   2013 — 2014
Master's Degree, Finance, 3.67

Villanova University   2003 — 2007
Bachelor's Degree, Business Administration and Management, General, 3.12

Bill Doyle, JD Bill Doyle, JD Boston, Massachusetts Details
Bill Doyle, JD's State Street Global Advisors Experience July 2012 - February 2014
Job Associate at Arrowstreet Capital
Industry Legal Services
Experience
Arrowstreet Capital  February 2014 - Present
State Street Global Advisors   July 2012 - February 2014
Esdaile, Barrett, Jacobs & Mone   October 2011 - July 2012
Liberty Mutual Insurance  May 2011 - August 2011
Leavis & Rest   2009 - May 2011
Eurekahedge   2008 - 2008

Skills
Legal Research, Legal Writing, Westlaw, Corporate Law, Securities, Due Diligence, SEC filings, Securities Regulation, Legal Compliance, Compliance, Policy, Code of Ethics, Lexis, Financial Services, Research, Legal Issues, Mutual Funds, SEC, Private Equity, Hearings, Hedge Funds, Alternative Investments

Education
Suffolk University Law School   2009 — 2013
Juris Doctor, Law

Boston College   2003 — 2007
BA, English and Communications

Belmont Hill   1997 — 2003

Tuck Northrop Tuck Northrop Bridgeport, Connecticut Details
Tuck Northrop's State Street Global Advisors Experience 2009 - 2009
Job
Industry Education Management
Experience
Fairchild Wheeler Interdistrict Multi-Magnet - Aerospace/Hydrospace Engineering School   August 2015 - Present
Teach For America  March 2015 - Present
Hummock Island   October 2013 - Present
Guggenheim Securities  January 2013 - September 2013
Gleacher & Company  April 2012 - August 2012
Morgan Keegan Technology Group  July 2010 - April 2012
State Street Global Advisors   2009 - 2009
Black Rock Yacht Club  June 2006 - September 2008

Education
Boston College   2006 — 2010
Bachelor's Degree

Fairfield Prep   2002 — 2006
High School

Steve Fiedler Steve Fiedler Greater Boston Area Details
Steve Fiedler's State Street Global Advisors Experience August 2010 - June 2014
Job Strategic Product Management at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  August 2015 - Present
F-Squared Investments  June 2014 - March 2015
State Street Global Advisors   August 2010 - June 2014
Putnam Investments  August 2007 - August 2010
Putnam Investments  January 2003 - August 2007
Putnam Investments  April 1999 - January 2003

Skills
Mutual Funds, Equities, Fixed Income, Financial Services, Product Management, Hedge Funds, Alternative Investments, Product Development, Marketing Strategy, Product Marketing, FINRA, Securities, Product Launch, Hedge Fund Marketing, Institutional Marketing, Alternatives, Closed-end Funds, ETFs, Marketing, Asset Management, Investment Management, Series 7

Education
Boston College - Wallace E. Carroll Graduate School of Management   1998 — 2000
MBA, Finance

Hobart and William Smith Colleges   1989 — 1993
B.A, Economics, French

Lucille (Lucy) Blaschke Lucille (Lucy) Blaschke Hartford, Connecticut Area Details
Lucille (Lucy) Blaschke's State Street Global Advisors Experience April 2006 - September 2007
Job Lead Manager, Digital & Multichannel Programs at AXA US
Industry Internet
Experience
AXA US  November 2012 - Present
Simmons College  March 2007 - June 2013
AXA US  October 2007 - November 2012
Atomic Learning  2009 - 2011
State Street Global Advisors   April 2006 - September 2007
State Street Global Advisors   2003 - 2006
Zurich Scudder Investments  1999 - 2002
Scudder, Stevens & Clark, Inc.   1996 - 1998

Skills
Content Management, Project Management, Web Design, Management, Program Management, Adobe Creative Suite, Marketing, E-Learning, Strategic Planning, Marketing Communications, Teaching, Change Management, Internal Communications, Microsoft Office, Social Media, Digital Media, Digital Photography, Digital Video, Photoshop

Education
Simmons College   2004 — 2005
Master of Science in Education, Assistive Technology in Special Education

Northeastern University   2003 — 2004
Graduate Certification in Interactive Design, Accessible Web Design

Northeastern University   1998 — 1999
Certification in Webmaster Technology, Website Design

Berklee College of Music   1980 — 1983
Bachelor of Music, Professional Music and Composition

Catherine Ryan, CFA Catherine Ryan, CFA Greater Boston Area Details
Catherine Ryan, CFA's State Street Global Advisors Experience August 1994 - January 1996
Job Connecting People Wherever I Go
Industry Investment Management
Experience
IVES Group Inc  December 2012 - Present
Cedar Rock Investment Advisors   December 2005 - Present
David L Babson Investment Counsel   January 1996 - March 1999
State Street Global Advisors   August 1994 - January 1996
State Street Bank  June 1988 - August 1994

Skills
Portfolio Management, Equities, Investments, Asset Allocation, Financial Analysis, Mutual Funds, Alternative Investments, Strategic Financial..., Finance, Strategy, Investment Advisory, Financial Advisory, Investment Management, Retirement Planning, Financial Planning, Workflow, Asset Management, Problem Solving, Programming

Education
Boston College - Wallace E. Carroll Graduate School of Management   1990 — 1995
MBA, International Finance

State University of New York College at Plattsburgh   1981 — 1985
BS, Computer Science

University of Liverpool   1984 — 1984
Sabbatical, Computer Science - Art - History

Cody Germain Cody Germain Santa Monica, California Details
Cody Germain's State Street Global Advisors Experience November 2013 - August 2015
Job QA Analyst at Riot Games
Industry Computer Games
Experience
Riot Games  August 2015 - Present
State Street Global Advisors   November 2013 - August 2015
PricewaterhouseCoopers LLC  December 2010 - October 2013
Northwestern Mutual  June 2010 - October 2010

Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Accounting, Relationship Management, Analysis, Financial Risk, Business Analysis, Management, Data Analysis, Project Coordination, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Services

Education
Binghamton University - School of Management   2009 — 2010
M.S. in Accounting, Accounting

Binghamton University - School of Management   2005 — 2009
B.S. Financial Management, Finance and MIS

Drew Tewksbury, CFA Drew Tewksbury, CFA Greater Boston Area Details
Drew Tewksbury, CFA's State Street Global Advisors Experience June 2008 - March 2010
Job Equity Portfolio Specialist at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management  June 2015 - Present
F-Squared Investments  March 2013 - June 2015
F&C Asset Management   March 2010 - December 2012
State Street Global Advisors   June 2008 - March 2010
VizQuest Ventures  2006 - 2007

Skills
RFP, Client Relations Skills, Sales, Financial Reporting, Consultant Relations, Database Managament, Equities, Fixed Income, Asset Management, Finance, Relationship Management

Education
Bentley University   2004 — 2008
Bachelors of Science, Marketing, Finance

Brian Shea Brian Shea Greater Boston Area Details
Brian Shea's State Street Global Advisors Experience December 2011 - September 2012
Job Simple Marketing Systems That Help Companies Get More Done.
Industry Internet
Experience
Shea Consulting, LLC.   July 2012 - Present
State Street Global Advisors   December 2011 - September 2012
State Street Global Advisors   June 2007 - December 2011
Simmons College  July 2006 - September 2006
Simmons College  December 2004 - September 2006

Skills
Business Analysis, SDLC, Requirements Analysis, SharePoint, Visio, Business Intelligence, Business Process..., Product Management, Financial Services, Project Planning, Software Project..., Consulting, Change Management, Organizational Behavior, Training, SQL, Project Management, Data Management, Data Modeling, Marketing Information..., CRM, Small Business

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2006 — 2008
Master of Science, Information Technology

Boston University   1998 — 2002
Bachelor of Arts, History

Andrew Fitzgerald Andrew Fitzgerald Greater Boston Area Details
Andrew Fitzgerald's State Street Global Advisors Experience November 2013 - December 2014
Job Analyst at GMO
Industry Investment Management
Experience
GMO  January 2015 - Present
State Street Global Advisors   November 2013 - December 2014
State Street Corporation  November 2012 - November 2013
State Street Corporation  June 2011 - November 2012
State Street Corporation  March 2010 - June 2011
Amigos de las Américas  March 2009 - August 2009
Bain & Company, Inc   September 2008 - December 2008

Skills
Bloomberg, Spanish, Valuation, Finance, Equities, Fixed Income, Analysis, Derivatives, Portfolio Management, Financial Analysis, Mutual Funds

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2011 — 2013
Master's Degree, Finance, 3.68

Bentley University   2005 — 2009
Bachelor's degree, Business Administration and Management, General, 3.7

William Baumann William Baumann Wellesley Hills, Massachusetts Details
William Baumann's State Street Global Advisors Experience June 2015 - August 2015
Job NA Funds Management Intern at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   June 2015 - August 2015
Charlie Baker for Governor 2014  June 2014 - August 2014
Baumann and Baumann CPAs   May 2013 - August 2013
Hanover Strategic Management   April 2013 - June 2013
Wellesley Little League   April 2010 - June 2013

Skills
Finance, Bloomberg, Microsoft Excel, Investments, PowerPoint, Social Networking, Strategy, Bloomberg Terminal, Microsoft Word, Facebook, Microsoft Office, Social Media, OS X, Equities, Financial Analysis, Time Management, Leadership, Fixed Income, Equity Trading, Valuation, Outlook, Teamwork, Team Leadership

Education
Bentley University   2013 — 2017
Bachelor of Science (BS), Finance, Cumulative GPA: 3.78 / 4.0

Wellesley High School   2009 — 2013
High School Diploma

Andrew Grillo Andrew Grillo Boston, Massachusetts Details
Andrew Grillo's State Street Global Advisors Experience May 2011 - Present
Job Currency Portfolio Manager at SSgA
Industry Investment Management
Experience
State Street Global Advisors   May 2011 - Present
State Street Global   February 2008 - May 2011
State Street Global Advisors Australia   November 2008 - August 2009
State Street Global Advisors   June 2005 - January 2008
Adobe  2003 - 2003

Skills
Portfolio Management, Equities, Investments, Asset Allocation, Bonds, Currency

Education
Boston College   2001 — 2005
of Arts and Sciences Bachelor of Arts, Political Science

Megan Linnemeier, CFA Megan Linnemeier, CFA Indianapolis, Indiana Area Details
Megan Linnemeier, CFA's State Street Global Advisors Experience June 2009 - August 2009
Job at
Industry Investment Management
Experience
4086 Advisors  July 2014 - Present
Income Research & Management  January 2013 - June 2014
Income Research & Management  June 2010 - January 2013
Kelley School of Business  August 2008 - July 2010
State Street Global Advisors   June 2009 - August 2009
State Street  October 2006 - July 2008
State Street  May 2005 - October 2006

Skills
Equities, Fixed Income, Mutual Funds, Investments, Bloomberg, Management, Finance, Investment Management, Securities, Alternative Investments, Analysis, Strategy, Financial Services, Due Diligence, Corporate Finance

Education
Indiana University - Kelley School of Business   2008 — 2010
MBA

Boston College   2001 — 2005
BS, Finance, Marketing

Joseph Dougherty, CFA Joseph Dougherty, CFA Boston, Massachusetts Details
Joseph Dougherty, CFA's State Street Global Advisors Experience June 2006 - September 2007
Job Institutional Relationship Manager at Columbia Management
Industry Investment Management
Experience
Columbia Threadneedle Investments, US  September 2007 - Present
State Street Global Advisors   June 2006 - September 2007
State Street Analytics   July 2004 - June 2006
State Street Bank and Trust  June 2002 - June 2004
Merrill Lynch Advisers   June 2001 - August 2001

Skills
Asset Management, Investments, Fixed Income, Portfolio Management, Equities, Client Relationship..., Client Service, Client Development, Team Motivator, Public Speaking, Bloomberg, Finance, Hedge Funds, Investment Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2006 — 2008
MBA, Asset Management

Boston College   1998 — 2002
BA, Economics

Karen (McDonnell) Drakos Karen (McDonnell) Drakos Greater Boston Area Details
Karen (McDonnell) Drakos's State Street Global Advisors Experience 2000 - 2002
Job Career Coach ~ Executive Coach
Industry Financial Services
Experience
Transition Solutions  November 2011 - Present
Grantham, Mayo & Van Otterloo & Co. LLC (GMO)   2006 - March 2011
Wachovia (Wells Fargo) - Evergreen Investments   2002 - 2006
State Street Global Advisors   2000 - 2002
State Street Global Advisors   1998 - 2000
Putnam Investments  1984 - 1996

Skills
Marketing Communications, Brand Management, RFP, Advertising, Web Marketing, Career Development..., Salary Negotiation, Interviewing Skills, Project Management, Mock Interviews, Leadership Development

Education
Bentley University
BS Marketing, Marketing and Computer Information Systems

Archbishop Wood High School for Girls   1970 — 1974

Rhodothea (Rhonda) Alepede Rhodothea (Rhonda) Alepede Winchester, Massachusetts Details
Rhodothea (Rhonda) Alepede's State Street Global Advisors Experience January 2012 - April 2012
Job Analyst, Operations Analytics at Wayfair
Industry Information Technology and Services
Experience
Wayfair  December 2014 - Present
Bentley University  September 2013 - May 2014
State Street Global Advisors   January 2012 - April 2012
First Investors Corporation  September 2011 - December 2011
Dunkin' Donuts  May 2008 - May 2010

Education
Bentley University   2012 — 2014
Master of Business Administration (MBA)

Simmons College   2008 — 2012
Bachelor of Arts (B.A.)

American College of Thessaloniki   2011 — 2011

Ann Gentile Ann Gentile Greater Boston Area Details
Ann Gentile's State Street Global Advisors Experience October 1997 - April 1998
Job Ethics Support Services at Beth Israel Deaconess Medical Center
Industry Financial Services
Experience
Beth Israel Deaconess Medical Center  March 2013 - Present
Boston Financial Data Services  July 2006 - October 2011
New York Life Retirement Plan Services  April 1998 - June 2006
State Street Global Advisors   October 1997 - April 1998

Skills
Retirement Planning, Retirement, Mutual Funds, Financial Services, 401k, Relationship Management, Investments, Employee Benefits, Process Improvement, Customer Service

Education
Bentley College   1993 — 1994
Pension Certificate

Eastern Nazarene College   1991 — 1993
BS, Business Administration

Boston Business School   1987 — 1989
Associates, Business Administration

Tony Fantasia Tony Fantasia Greater Boston Area Details
Tony Fantasia's State Street Global Advisors Experience March 2001 - May 2002
Job Service Delivery Implementation Manager at Commonwealth of Massachusetts
Industry Information Technology and Services
Experience
Commonwealth of Massachusetts (MassDOT)   April 2014 - Present
Euro-Pro  August 2013 - April 2014
Commonwealth of Massachusetts  January 2012 - August 2013
Fresenius Medical Care  March 2011 - January 2012
State Street  May 2002 - July 2008
State Street Global Advisors   March 2001 - May 2002
Brown Brothers Harriman  February 1998 - March 2001
Fidelity Investments  June 1995 - February 1998
TSSG  October 1989 - March 1995

Skills
SDLC, ITIL, ETL, Enterprise Integration, Informatica, Project Management, Vendor Management, Visio, Business Process, Software Project..., Business Analysis, Data Integration, Enterprise Architecture, Management, Requirements Analysis, Software Development, IT Strategy, Strategy, Analysis, IT Management, PMP, Requirements Gathering

Education
Bentley University   1977 — 1981
BS, Computer Information Systems

Boston University   1995 — 1995
Certificate, Project Management

Christopher DiStefano Christopher DiStefano Greater Boston Area Details
Christopher DiStefano's State Street Global Advisors Experience June 2013 - Present
Job Fixed Income Portfolio Manager at State Street Global Advisors
Industry Higher Education
Experience
State Street Global Advisors   June 2013 - Present
State Street Global Advisors   July 2011 - June 2013
State Street Global Advisors   June 2010 - June 2011
Fay, Spofford & Thorndike, Inc.   January 2009 - August 2009
Stantec  September 2007 - November 2008
Bergman and Associates, Inc.   March 2004 - September 2007
GMP Hawaii   October 2002 - October 2003

Skills
Valuation, Asset Management, Project Management, Data Analysis, Financial Analysis, Investments, Portfolio Management, Due Diligence

Education
Boston College - Wallace E. Carroll Graduate School of Management   2009 — 2011
MBA, Finance and Asset Management

University of Illinois at Urbana-Champaign   2000 — 2002
MSCE, Civil Engineering

Union College   1996 — 2000
BSCE, Civil Engineering

Brian Kinney Brian Kinney Greater Boston Area Details
Brian Kinney's State Street Global Advisors Experience November 2009 - Present
Job Senior Managing Director at State Street
Industry Financial Services
Experience
STATE STREET GLOBAL ADVISORS   November 2009 - Present
STATE STREET GLOBAL ADVISORS   September 2003 - March 2010
FIDELITY INVESTMENTS - CAPITAL MARKETS   January 2001 - January 2003
FIDELITY MANAGEMENT AND RESEARCH  January 1995 - January 2001
McCANN-ERICKSON  January 1994 - January 1995

Skills
Investments, Portfolio Management, MBS, Fixed Income, ETFs, Hedge Funds, Mutual Funds

Education
Boston College   1999 — 2003
MBA Degree, 2002

Fairfield University   1990 — 1994
BA

Alex McCarthy Alex McCarthy Greater Boston Area Details
Alex McCarthy's State Street Global Advisors Experience June 2014 - Present
Job Relationship Manager Defined Contribution at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   June 2014 - Present
State Street Global Advisors   August 2011 - May 2014
First National Bank of Ipswich  May 2010 - January 2011
Ameriprise Financial Services, Inc.   January 2010 - May 2010

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, FactSet, Finance

Education
Bentley University   2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Economics Finance

Lorenzo de' Medici   2009 — 2009

Michael Arone, CFA Michael Arone, CFA Boston, Massachusetts Details
Michael Arone, CFA's State Street Global Advisors Experience November 2010 - Present
Job Managing Director at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   November 2010 - Present
State Street Global Advisors   August 2008 - June 2011
State Street Global Advisors   December 1999 - August 2008
State Street Global Advisors   December 1997 - December 1999
Frontier Capital Management Company   June 1995 - December 1997
First New England Advisors, Inc   June 1994 - May 1995

Skills
Strategy, Portfolio Management, Equities, Options, Private Equity, Trading, Fixed Income, Quantitative Analytics, Investment Strategies, Hedge Funds, Investments, Financial Services, Investment Management, Series 63, Bonds, Asset Allocation

Education
Bentley College   1991 — 1995
Bachelor of Science, Finance

Georgia Gould, CMP Georgia Gould, CMP Portland, Maine Details
Georgia Gould, CMP's State Street Global Advisors Experience 1992 - 1999
Job Corporate Meetings & Events Professional
Industry Events Services
Experience
HCPro, Inc.   2006 - May 2012
HelmsBriscoe  2005 - 2006
TechTarget  2001 - 2004
TechTarget  2001 - 2001
iBelong.com (now Verilytics Technologies)   2000 - 2000
TJX Companies  1999 - 2000
State Street Global Advisors   1992 - 1999
Maine Securities Corporation   1989 - 1991
Small Business Development Center at University of Southern Maine   1988 - 1989

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Event Management, Budget Management, Experiential Marketing, Integrated Marketing..., Event Marketing, Event Planning, Promotions, Account Management, Sponsorship Programs, Creative Development, Special Events, Vendor Relations, Contract Negotiation, Team Leadership, Program/Project..., Product Marketing, Trade Show and Exhibit..., Microsoft PowerPoint, Program Management, PowerPoint, Integrated Marketing, Creative Direction, Relationship Marketing, Budgets, Lead Generation, Trade Shows, Newsletters, Marketing Communications, Marketing Strategy

Education
Emerson College   1994 — 1998
MA, Integrated Marketing Communications, 3.8

University of Southern Maine   1985 — 1989
BS, Business Administration

Bentley College
Certificate in Meeting Management

Dan McInnes Dan McInnes Boston, Massachusetts Details
Dan McInnes's State Street Global Advisors Experience July 2013 - July 2015
Job Financial Analyst, Tax Advantaged Investments at State Street
Industry Financial Services
Experience
State Street  July 2015 - Present
State Street Global Advisors   July 2013 - July 2015
State Street  September 2007 - July 2013

Skills
Equities, Financial Services, Investments, Securities, Microsoft Office, Marketing

Education
Boston College
Bachelor of Arts (BA), History

Christine DiSerio Christine DiSerio Reading, Massachusetts Details
Christine DiSerio's State Street Global Advisors Experience November 2006 - December 2007
Job Business Analyst at Scivantage
Industry Computer Software
Experience
Scivantage  September 2011 - Present
State Street Global Advisors   November 2006 - December 2007
State Street Bank  October 2003 - November 2006
State Street Bank  June 2000 - October 2003
State Street Bank  June 1997 - June 2000

Skills
Business Analysis, SDLC, Mutual Funds, Financial Services, Equities, Bloomberg, Fixed Income, Microsoft Excel, Portfolio Management, Securities, Financial Analysis, Corporate Actions, Investments

Education
Boston College   1993 — 1997
Bachelor's degree, Accounting

Matthew Maskell Matthew Maskell Greater Boston Area Details
Matthew Maskell's State Street Global Advisors Experience Account ManagerOracleJuly 2013 - Present
Job Applications Account Manager at Oracle
Industry Information Technology and Services
Experience
State Street Global Advisors   Account ManagerOracleJuly 2013 - Present
Natixis Global Asset Management  June 2012 - August 2012
Boston College  June 2011 - May 2012

Skills
Fundraising, Event Management, Public Relations, Marketing, Salesforce.com, Blogging, Leadership, PowerPoint, Sales, Nonprofits, Management, Market Research

Education
Boston College   2009 — 2013
Bachelor of Arts (B.A.), Economics and English

St. Sebastian's School   2004 — 2009

Bobby Keane Bobby Keane Greater Boston Area Details
Bobby Keane's State Street Global Advisors Experience November 2005 - January 2012
Job Director of Distribution & Product Development at Clough Capital Partners, LP
Industry Financial Services
Experience
Clough Capital Partners, LP  June 2012 - Present
State Street Global Advisors   November 2005 - January 2012
Instinet Incorporated (Bridge Trading Company)   April 2004 - November 2005
Fleet Institutional Trading Services   July 2001 - April 2004
Bridge Trading Company  November 1999 - July 2001
Thomson Financial  March 1993 - November 1999

Education
Boston College   1982 — 1986
BA, Economics

East Greenwich High School   1978 — 1982

Kathryn Weintraub Kathryn Weintraub Greater Boston Area Details
Kathryn Weintraub's State Street Global Advisors Experience June 2013 - August 2014
Job Product Marketing Manager at Epsilon
Industry Marketing and Advertising
Experience
Epsilon  September 2014 - Present
State Street Global Advisors   June 2013 - August 2014
Epsilon  June 2012 - June 2013
Boston College  May 2011 - May 2012
The Madrigal Singers of Boston College   May 2011 - May 2012
Boston College  May 2009 - May 2012
Callanan & Klein Communications  June 2011 - August 2011
Boston College Television  September 2010 - May 2011

Skills
Social Media, Marketing Communications, Digital Marketing, Time Management, Marketing, Leadership, Public Relations, Competitive Analysis, Writing, Strategy, Press Releases, Email Marketing, Editing, Research, Public Speaking, Project Management, Product Marketing

Education
Boston College   2008 — 2012
Bachelor of Arts (B.A.), Communication major; HR Management concentration, 3.97/4.0

Fontbonne Academy   2004 — 2008
High School Diploma

Scott Conlon, CFA Scott Conlon, CFA Boston, Massachusetts Details
Scott Conlon, CFA's State Street Global Advisors Experience November 2005 - Present
Job Vice President, Portfolio Strategist at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   November 2005 - Present
Merrill Lynch Investment Managers  October 1999 - November 2005

Education
Boston College - Carroll School of Management   2000 — 2002
Master of Science (MS), Finance, General

Bentley College   1995 — 1999
Bachelor of Science (BS), Finance, General

Jennifer Pike, MBA Jennifer Pike, MBA Greater Boston Area Details
Jennifer Pike, MBA's State Street Global Advisors Experience November 2013 - Present
Job Investment Principal at SSgA
Industry Financial Services
Experience
State Street Global Advisors   November 2013 - Present
MFS Investment Management  June 2013 - November 2013
WELLS FARGO ADVISORS  July 2007 - June 2011
WELLS FARGO INVESTMENTS  2003 - 2007
Wells Fargo Company/Ragen MacKenzie   1999 - 2003

Skills
Series 7, Equities, Trading, Securities, Bloomberg, Equity Trading, Compliance, Investments, Financial Modeling, Portfolio Management, Risk Management, Marketing, Fixed Income, Business Process..., Asset Managment, Banking, Financial Analysis, Strategic Financial..., New Business Development, Project Management, Team Leadership, Finance, Business Strategy, Strategic Consulting, Operations Management, Written & Oral..., Capital Markets, Options, Derivatives, Investment Banking, Commodity, Bonds, Financial Services, Analysis, Electronic Trading, Back Office, Investment Management, Mutual Funds, Financial Markets, Wealth Management, Emerging Markets, Bloomberg Terminal, Investment Strategies, Trading Systems, Pricing, ETFs, FX Options, Economics, Settlement, Relationship Management

Education
Hult International Business School   2011 — 2012
MBA, International Business

Bentley University   1993 — 1997
Bachelor of Science, Economics and Finance

Royal Melbourne Institute of Technology   1996 — 1996
International Business

Ann Walsh Gentile Ann Walsh Gentile Dedham, Massachusetts Details
Ann Walsh Gentile's State Street Global Advisors Experience October 1996 - April 1997
Job Ethics Support Services AA III at Beth Israel Deaconess Medical Center
Industry Hospital & Health Care
Experience
Beth Israel Deaconess Medical Center  March 2013 - Present
DST Retirement Solutions  July 2006 - October 2011
New York Life Retirement Plan Services  April 1997 - June 2006
Trust Consultants, Inc.   April 1996 - October 1997
State Street Global Advisors   October 1996 - April 1997

Skills
Leadership, Team Leadership, Business Analysis, Process Improvement, Customer Service, Management, Relationship Management, Financial Services, CRM, Risk Management, Sales

Education
Bentley University   1993 — 1994
Pension Certificate, Retirement Plans

Eastern Nazarene College   1992 — 1994
Bachelor's Degree, Business Administration and Management, General

Boston Business   1988 — 1990
Associate's Degree, Business Administration and Management, General, A

Ann Carpenter Ann Carpenter Watertown, Massachusetts Details
Ann Carpenter's State Street Global Advisors Experience 2005 - Present
Job Vice President at State Street Global Advisors
Industry Investment Management
Experience
SSgA Funds Management, Inc.   2014 - Present
State Street Global Advisors   2005 - Present

Education
Bentley University   1984 — 1988
Bachelor's degree, Marketing

Bentley University   1984 — 1988
Associate's degree, Accounting

Gregory Howe Gregory Howe Greater Los Angeles Area Details
Gregory Howe's State Street Global Advisors Experience September 1996 - September 1998
Job EMC Sr. Account Executive
Industry Information Technology and Services
Experience
EMC  October 2011 - Present
Oracle  December 2008 - October 2011
VMware  June 2007 - December 2008
EMC  2000 - 2007
Independence Investment Advisors   September 1998 - January 2000
State Street Global Advisors   September 1996 - September 1998

Skills
Enterprise Software, Management, Storage Virtualization, Solution Selling, SaaS, Professional Services, ERP, Storage Area Networks, Strategic Partnerships, Virtualization, Cloud Computing, Channel, Storage, Channel Partners, Business Alliances, Salesforce.com, Managed Services, Software Industry, Enterprise Storage, Sales Enablement, Account Management, Pre-sales, CRM, Data Center, Direct Sales, PaaS, Selling, Partner Management, Go-to-market Strategy, Business Intelligence, Complex Sales, Sales Process

Education
Boston College

Mark Dacey Mark Dacey Greater Boston Area Details
Mark Dacey's State Street Global Advisors Experience November 2009 - January 2013
Job Senior Vice President, Head of Consultant Relations at Pyramis Global Advisors
Industry Investment Management
Experience
Pyramis Global Advisors  June 2015 - Present
Pioneer Investments  January 2013 - June 2015
State Street Global Advisors   November 2009 - January 2013
State Street Global Advisors   1998 - 2009

Skills
Alternative Investments, Building Relationships, Institutional Investors, Fixed Income, Equities, Absolute Return, Relationship Marketing, Investment Management, Asset Allocation

Education
Boston College
Bachelor of Science (BS), Finance and Marketing

Framingham North High School

Lynn Blake, CFA Lynn Blake, CFA Greater Boston Area Details
Lynn Blake, CFA's State Street Global Advisors Experience January 2011 - Present
Job CIO, Global Head of Equity Indexing at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   January 2011 - Present
State Street Global Advisors   1990 - April 2011
State Street  1990 - 2007

Skills
Equities

Education
D'Amore-McKim School of Business at Northeastern University
MBA, Finance

Boston College   1983 — 1987
BS, School of Management, Marketing, Finance

Samantha Zimmer Samantha Zimmer Boston, Massachusetts Details
Samantha Zimmer's State Street Global Advisors Experience September 2015 - Present
Job Associate at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   September 2015 - Present
Bridgewater Associates  July 2014 - July 2015
Bridgewater Associates  July 2014 - December 2014
Berenson & Company  October 2010 - June 2014

Skills
Microsoft Office Suite, QuickBooks, Event Planning, Social Media, CRM Databases

Education
Binghamton University - School of Management   2006 — 2010
BS, Business Administration and Management, General

Andrew Petrin Andrew Petrin Greater Boston Area Details
Andrew Petrin's State Street Global Advisors Experience June 2007 - August 2007
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   August 2013 - Present
Fidelity Investments  April 2011 - July 2013
State Street  March 2010 - April 2011
State Street  June 2008 - August 2008
State Street Global Advisors   June 2007 - August 2007
Lehman Brothers  January 2007 - May 2007

Skills
Bloomberg, Analysis, FactSet, Attention To Detail, Asset Allocation, Effective Communication

Education
CFA Program

Bentley University   2006 — 2010
Bachelor of Science, Economics Finance

Francis Lynch Francis Lynch Boston, Massachusetts Details
Francis Lynch's State Street Global Advisors Experience June 2007 - September 2007
Job Investment Research
Industry Investment Management
Experience
Genesis Corporation  March 2015 - Present
General Assembly  June 2015 - Present
United West Research   March 2015 - Present
Seeking Alpha  March 2014 - Present
Genesis Corporation  January 2013 - October 2014
John Lynch Architectural Consulting   July 2011 - November 2012
Ameriprise Financial Services, Inc.   January 2009 - May 2009
State Street Global Advisors   June 2007 - September 2007
Center for Retirement Research at Boston College  June 2006 - September 2006

Skills
Portfolio Management, Bloomberg Terminal, Quantative Analysis, Microsoft Office, Entrepreneurship, Trading, Financial Accounting, Fundamental Analysis, Valuation, Investment Analysis, Asset Allocation, Financial Risk..., Emerging Markets, Sensitivity Analysis, Portfolio Optimization, Economic Forecasting, Special Situations..., Covered Call Strategies, Business Strategy &..., Salesforce Administrator, Cash Flow Analysis, Pairs Trading

Education
Bentley University   2007 — 2011
Bachelor's degree

London School of Economics and Political Science   2010 — 2010

University of Massachusetts, Amherst   2006 — 2007

Ramanathan Sundaram Ramanathan Sundaram Chicago, Illinois Details
Ramanathan Sundaram's State Street Global Advisors Experience June 2011 - August 2011
Job Investment Management Professional
Industry Investment Management
Experience
Northern Trust Asset Management  November 2011 - Present
State Street Global Advisors   June 2011 - August 2011
Ativo Capital Management LLC  July 2010 - November 2010
Interactive Data Corporation  July 2006 - June 2010
Oracle Corporation  January 2001 - July 2006
Infosys Technologies Limited  May 1998 - January 2001

Skills
Quantitative Research, Portfolio Management, Equities, Investments, Financial Modeling, Asset Management, Software Development, Management, Leadership, Asset Managment

Education
The University of Chicago - Booth School of Business   2009 — 2012
MBA, Analytic Finance, Econometrics, Accounting and Strategic Management

Northeastern University   2001 — 2004
M.S, Computer Science

Birla Institute of Technology and Science   1994 — 1998
BS, Instrumentation Engineering

Dan Noonan Dan Noonan San Francisco Bay Area Details
Dan Noonan's State Street Global Advisors Experience October 2005 - Present
Job Managing Director, National Sales Manager
Industry Investment Management
Experience
State Street Global Advisors   October 2005 - Present

Education
Boston College
Bachelor's Degree

Edward Chengyuan Li Edward Chengyuan Li Greater Boston Area Details
Edward Chengyuan Li's State Street Global Advisors Experience August 2000 - June 2002
Job CFA, FRM, Vice President at State Street Bank
Industry Financial Services
Experience
Mount Ida College  January 2010 - Present
State Street Bank  June 1997 - Present
State Street Global Advisors   August 2000 - June 2002
Morgan Construction Company  1996 - 1997
Fudan University  1989 - 1993

Skills
Financial Analysis, Risk Management, Business Analysis, Project Management, Strategic Planning, Financial Modeling, Fixed Income, Bloomberg, Derivatives, Equities, Capital Markets, Valuation, Quantitative Analytics, Hedge Funds, Securities, Program Management, Asset Managment, Financial Services, Research, Economics

Education
Boston College   1993 — 2000
MA, MBA, MSF, International Relations, International Business, Finance

Fudan University   1982 — 1986
BA, MA, Law, International Relations

Robert Shapiro, CFA, CAIA Robert Shapiro, CFA, CAIA Greater Boston Area Details
Robert Shapiro, CFA, CAIA's State Street Global Advisors Experience September 2005 - Present
Job Portfolio Manager at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   September 2005 - Present
Putnam Investments  1998 - 2004
Investors Bank & Trust  October 1992 - May 1996

Skills
Asset Management, Equities, Portfolio Management, Bloomberg, Tactical Asset..., Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments

Education
Brandeis University   1988 — 1992
Bachelor's degree, Economics

Bentley University
Master of Business Administration (MBA), Finance, General

Andrew Mill Andrew Mill Greater Boston Area Details
Andrew Mill's State Street Global Advisors Experience October 2013 - Present
Job Principal Senior IT Risk and Control Audit Analyst at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   October 2013 - Present
State Street  October 2002 - October 2013

Skills
IT Audit, Sarbanes-Oxley Act, Information Security..., Internal Audit, Information Security, Disaster Recovery, Risk Management, Business Continuity, Governance, Enterprise Risk..., SAS70, ISO 27001

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1998 — 2000

Amy (Gilman) Grodin Amy (Gilman) Grodin Greater Boston Area Details
Amy (Gilman) Grodin's State Street Global Advisors Experience October 2008 - June 2010
Job Investor Relations at Weiss Asset Management
Industry Financial Services
Experience
Weiss Asset Management  June 2014 - Present
Grantham, Mayo, Van Otterloo & Co   July 2010 - June 2014
State Street Global Advisors   October 2008 - June 2010
State Street  August 2007 - September 2008

Education
Boston College - Wallace E. Carroll Graduate School of Management   2011 — 2013
MBA

Tufts University   2003 — 2007
BA, International Relations, French

Trevor Swanberg Trevor Swanberg Greater Boston Area Details
Trevor Swanberg's State Street Global Advisors Experience January 2015 - Present
Job Vice President Fund CCO Office at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   January 2015 - Present
ICMA-RC  December 2011 - January 2015
J.P. Morgan   February 2011 - December 2011
JPMorgan  September 2007 - February 2011
Investors Bank & Trust  September 2002 - August 2007

Skills
Mutual Funds, Fund Administration, Bloomberg, Asset Managment, Investments, ETFs, Derivatives, Financial Services, Asset Management, Investment Management, Bonds, Asset Allocation, Portfolio Management, Securities, Equities, Hedge Funds

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2011
MBA, Asset Management, Corporate Finance

Boston College   1998 — 2002
BS, Finance

Craig M. Orr, CFA Craig M. Orr, CFA Greater New York City Area Details
Craig M. Orr, CFA's State Street Global Advisors Experience September 1999 - September 2003
Job
Industry Investment Banking
Experience
Barclays Capital  October 2005 - November 2011
Deutsche Bank Asset Management  August 2004 - September 2005
Pursuit Partners, LLC   September 2003 - June 2004
STATE STREET GLOBAL ADVISORS   September 1999 - September 2003

Skills
Analysis, Asset Management, Banking, Bonds, Business Analysis, Capital Markets, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Financial Risk, Fixed Income, Hedge Funds, Interest Rate..., Investment Banking, Market Risk, Options, Portfolio Management, Risk Management, Trading

Education
Boston College
Master of Science, Finance

Boston College
Bachelor of Arts, Mathematics

Chen He Chen He Greater Boston Area Details
Chen He's State Street Global Advisors Experience July 2008 - Present
Job CFA, PhD, Senior Quantitative Equity Research Analyst and Vice President at SSgA
Industry Investment Management
Experience
State Street Global Advisors   July 2008 - Present
Numeric Investors  July 2005 - June 2008

Skills
Hedge Funds, Equities, Portfolio Management, Asset Management

Education
University of Wisconsin-Madison - School of Business   2000 — 2005
PhD, Finance

BI Norwegian School of Management

Shanghai Foreign Language School

Terence Condren Terence Condren Greater Boston Area Details
Terence Condren's State Street Global Advisors Experience November 1999 - May 2002
Job Senior Wealth Strategist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  March 2014 - Present
Daintree Advisors LLC  December 2012 - March 2014
Bank of America  April 2008 - December 2012
Bank of America  July 2007 - April 2008
Bank of America  May 2002 - June 2007
State Street Global Advisors   November 1999 - May 2002
Deloitte & Touche  September 1998 - November 1999
Hutchins, Wheeler & Dittmar   August 1994 - July 1998

Skills
Estate Planning, Six Sigma, Management, Wealth Management, Financial Planners, Banking, Wealth Management...

Education
Northeastern University School of Law   1991 — 1994
JD, Law

Ithaca College   1986 — 1990
Bachelor of Arts (B.A.), Psychology and English

Bentley College - Elkin B. McCallum Graduate School of Business

Bentley College - Elkin B. McCallum Graduate School of Business

Tracy (Morse) Soehle Tracy (Morse) Soehle Greater Boston Area Details
Tracy (Morse) Soehle's State Street Global Advisors Experience January 2007 - October 2007
Job Vice President and Counsel at Affiliated Managers Group
Industry Investment Management
Experience
Affiliated Managers Group  December 2012 - Present
Affiliated Managers Group  October 2007 - Present
State Street Global Advisors   January 2007 - October 2007
Wellington Management  September 2003 - December 2006
Dechert LLP  October 1997 - September 2003
Testa, Hurwitz & Thibeault, LLPBos   1996 - 1997
Scudder, Stevens & Clark   1989 - 1993
State Street Bank  1988 - 1989
Homeowners Federal Savings and Loan   September 1986 - August 1988
Weathervane  June 1983 - May 1986

Skills
Asset Managment, Equities, FINRA, Asset Management, Investments, Securities Regulation, Securities, Capital Markets, Corporate Governance, Hedge Funds, Mutual Funds, Private Equity, Mergers, Alternative Investments, Financial Services, Investment Management, Anti Money Laundering, Due Diligence

Education
Tulane University Law School   1993 — 1996
JD

Boston College   1984 — 1988
Finance and Marketing

Bangor High School   1980 — 1984

Chris Schultz Chris Schultz Greater Boston Area Details
Chris Schultz's State Street Global Advisors Experience September 2005 - September 2006
Job Finance Manager at Bain Capital
Industry Financial Services
Experience
Bain Capital/Sankaty Advisors   July 2013 - Present
Bain Capital/Sankaty Advisors   September 2006 - June 2013
State Street Global Advisors   September 2005 - September 2006
State Street  September 2004 - September 2005
State Street  March 2003 - September 2004

Skills
Fixed Income, Bonds, Equities, Bloomberg, Derivatives, Financial Analysis, Hedge Funds, CDS, Financial Services, Operations, Dodd-Frank, ISDA, SEF, Clearing, KYC, Finance

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2010
MBA

College of the Holy Cross   1998 — 2002
Bachelor of Arts (B.A.), History

Schenectady High School   1994 — 1998

Hillary Donnellan Repucci Hillary Donnellan Repucci Greater Boston Area Details
Hillary Donnellan Repucci's State Street Global Advisors Experience October 2006 - November 2010
Job Development
Industry Nonprofit Organization Management
Experience
Dana-Farber Cancer Institute  September 2014 - Present
Phillips Academy Andover  November 2010 - Present
Tailored For Success, Inc.   2003 - Present
State Street Global Advisors   October 2006 - November 2010
Boston College  2002 - 2006
Middlesex School  2001 - 2002

Skills
Fundraising, Nonprofits, Public Speaking, Annual Giving, Program Development, Higher Education, Leadership, Management, Volunteer Management, Leadership Development, Sales Presentations, Sales Process, Building Relationships, Grant Writing, Community Outreach, Data Analysis, Marketing Strategy, Cross-functional Team..., Philanthropy, Event Planning, Planned Giving, Editing, Coaching, Alumni Relations, Team Building, New Business Development, Stewardship

Education
Boston College - Wallace E. Carroll Graduate School of Management   2003 — 2005
MBA, Marketing/Marketing Management, General

Georgetown University   1997 — 2001
BA, Psychology

Lexington High School

David Brawley David Brawley Greater Boston Area Details
David Brawley's State Street Global Advisors Experience January 1995 - March 2000
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  February 2014 - Present
Colonial Life  November 2012 - April 2014
Baystate Financial Services  April 2011 - October 2012
Wells Fargo Advisors, LLC  February 2008 - November 2010
Philanthropic Strategic Planning, Inc.   August 2003 - February 2008
Dean College  September 2005 - October 2007
Archdiocese of Boston  August 2000 - August 2003
State Street Global Advisors   January 1995 - March 2000
State Street Bank  1981 - 1995

Skills
Asset Management, Charitable Giving..., Retirement Planning, Securities, Customer Relations, Non-profits, Fundraising, Relationship Management, Investment Management, Philanthropy, Strategy, Strategic Planning, Asset Managment, Nonprofits, Finance, Marketing, Customer Service, Leadership, Investments, Voluntary Employee..., Financial Services, Employee Benefits, Management, Retirement

Education
Bentley University   1976 — 1981
BS, Management

Westwood High School   1972 — 1976

Abhilasha Misra-Gupta, CFA Abhilasha Misra-Gupta, CFA Greater Boston Area Details
Abhilasha Misra-Gupta, CFA's State Street Global Advisors Experience 2000 - 2003
Job Sr. Investment Analyst at FM Global
Industry Financial Services
Experience
FM Global  July 2003 - Present
State Street Global Advisors   2000 - 2003
State Street  1997 - 2003

Skills
Valuation, Financial Modeling, Financial Analysis, Portfolio Management, Risk Management, Business Analysis, Equity Research

Education
Boston College - Wallace E. Carroll Graduate School of Management   1995 — 1997
MBA, Finance

Institute of Management Technology, Ghaziabad   1994 — 1996
PG DIPLOMA, 1 year of study

Shri Ram College of Commerce   1991 — 1994
Bachelor of Commerce

Shri Ram College of Commerce   1991 — 1994
BCOM

Sardar Patel Vidyalaya   1987 — 1991
High School, Commerce/Accounting/Finance

loreto convent   1981 — 1987
Elementary & Middle School

Krystal Gaboury Krystal Gaboury San Francisco, California Details
Krystal Gaboury's State Street Global Advisors Experience November 2007 - September 2010
Job Principal at CamberView Partners, LLC
Industry Investment Management
Experience
CamberView Partners, LLC  October 2013 - Present
Wellington Management Company, LLP  January 2012 - October 2013
Tapestry Networks  September 2010 - January 2012
State Street Global Advisors   November 2007 - September 2010
Wellington Management Company, LLP  October 2005 - November 2007

Skills
Corporate Governance, Equities, Securities, Investments, Valuation, Capital Markets, Hedge Funds, Asset Management, Mutual Funds, Alternative Investments, Bloomberg, Fixed Income, Equity Research, Portfolio Management, Private Equity

Education
Boston College   2001 — 2005
Bachelor of Science (BS), Finance

Matt Scarpato Matt Scarpato Greater Boston Area Details
Matt Scarpato's State Street Global Advisors Experience July 2011 - March 2012
Job Customer Engagement Manager at Altisource Labs
Industry Information Technology and Services
Experience
Altisource Labs  March 2014 - February 2015
Charles River Development  March 2012 - March 2014
State Street Global Advisors   July 2011 - March 2012
Charles River Development  April 2006 - June 2011
Lewtan Technologies  2003 - 2006

Skills
Order Management, Requirements Gathering, Business Analysis, Financial Markets, Pre-sales, Electronic Trading, Oracle, Options, Hedge Funds, Sybase, Software Project..., Middle Office, SDLC, Integration, Requirements Analysis, Trading, Risk Management, Fixed Income, Financial Services, Market Data, Portfolio Management, FX Options, PL/SQL, Business Process, Enterprise Architecture, Data Warehousing, Trading Systems, User Acceptance Testing, CRM, Derivatives, Business Requirements, Systems Analysis, Solution Architecture, Software Implementation, Business Intelligence, Back Office, Equities, Software Development, Vendor Management

Education
Bentley University
BS and MBA, Finance

Nicole Ricci Stonehouse Nicole Ricci Stonehouse Greater Boston Area Details
Nicole Ricci Stonehouse's State Street Global Advisors Experience January 2012 - Present
Job Vice President, Marketing Strategy & Research
Industry Financial Services
Experience
State Street Global Advisors   January 2012 - Present
State Street Global Advisors   January 2009 - December 2011
State Street Global Advisors   September 2005 - January 2009
U.S. Trust Company   June 2001 - August 2005
Mellon Private Wealth Management  December 2000 - June 2001
State Street Global Advisors   May 1999 - December 2000
Honeywell DMC Services Inc.   April 1997 - April 1999
The Charles W. Warner Company   August 1996 - April 1997
Southern Indiana Rural Electric Membership Corporation   August 1995 - August 1996

Skills
Social Media Marketing, Strategy, Integrated Marketing, Online Advertising, Marketing Strategy, Social Media, Program Management, Multi-channel Marketing, Marketing Communications, Marketing, Direct Mail, Marketing Research, Customer Insight, Asset Management, Financial Services, Analysis, Analytics, Email Marketing, Investments

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2000 — 2005
Master’s Degree, MBA, Financial & Estate Planning

Indiana University Bloomington   1991 — 1995
Bachelor's of Arts, Double Major: Journalism and Criminal Justice

Karen Muzi Karen Muzi Greater Boston Area Details
Karen Muzi's State Street Global Advisors Experience 2000 - Present
Job Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Global Advisors   2000 - Present

Education
Bentley College - Elkin B. McCallum Graduate School of Business

Carlos Coutinho, CFA Carlos Coutinho, CFA Greater Boston Area Details
Carlos Coutinho, CFA's State Street Global Advisors Experience June 2002 - January 2008
Job Portfolio Coordinator, Asset Allocation Strategies at Wellington Management
Industry Investment Management
Experience
Wellington Management  May 2008 - Present
State Street Global Advisors   June 2002 - January 2008

Skills
Fixed Income, Hedge Funds, Equities, Asset Managment, Bloomberg, Portfolio Management, Asset Allocation, Investment Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2000 — 2002

Boston College   1992 — 1996
BA, Mathematics

Bob Luiso Bob Luiso Greater Boston Area Details
Bob Luiso's State Street Global Advisors Experience January 1994 - Present
Job Vice President at State Street
Industry Investment Management
Experience
State Street Global Advisors   January 1994 - Present

Education
Boston University Questrom School of Business   1997 — 2001
MBA, Finance

Boston College   1989 — 1993
BS, Finance, Marketing

Romulus Carbunari Romulus Carbunari Greater Boston Area Details
Romulus Carbunari's State Street Global Advisors Experience April 2007 - October 2013
Job Implementation Consultant at Charles River Development
Industry Financial Services
Experience
State Street Global Markets  August 2015 - Present
Charles River Development  October 2013 - August 2015
State Street Global Advisors   April 2007 - October 2013
Fidelity Investments  August 2002 - April 2007

Skills
Trading, Portfolio Management, Options, Fixed Income, Equities, Securities, Technical Analysis, Currency, Foreign Exchange, Bloomberg, FX Options, Bloomberg Terminal, Derivatives, Mutual Funds, Hedge Funds, Financial Markets, Investments, ETFs, Asset Managment, Capital Markets, Trading Systems, Commodity, Asset Management

Education
Boston University - School of Management   2008 — 2011
Masters, Business Administration

Bentley University   1998 — 2002
Bachelor of Science, Finance

Boston College High School   1994 — 1998

Stephen Herrera Stephen Herrera Greater Boston Area Details
Stephen Herrera's State Street Global Advisors Experience July 2000 - December 2012
Job Sr Associate Principal Applications Developer at Harvard Management Company
Industry Financial Services
Experience
Harvard Management Company  December 2012 - Present
State Street Global Advisors   July 2000 - December 2012
Boston College  June 1999 - July 2000
Putnam Investments  July 1997 - May 1998

Skills
Asset Managment, Market Data, Financial Services, Portfolio Management, Business Analysis, Risk Management, SDLC, Leadership, Equities, Asset Management, Software Project..., Alternative Investments, Bloomberg, Fund Accounting, Hedge Funds, Mutual Funds, Fixed Income, Securities, Trading Systems, Asset Allocation, Investment Management

Education
Boston College   1993 — 1997
BS, Accounting, Computer Science

Mark LeVie, CFA Mark LeVie, CFA Greater Boston Area Details
Mark LeVie, CFA's State Street Global Advisors Experience April 2010 - Present
Job Global Head, Investment Data Systems at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   April 2010 - Present
State Street Global Advisors   2008 - April 2010
State Street Global Advisors   2006 - 2008
Fidelity Investments  2004 - 2006
State Street Global Advisors   2002 - June 2004
Fidelity Investments  1998 - 2002
Wellington Management  1996 - 1998
Lotus Development  1991 - 1996

Skills
Equities, Market Data, Hedge Funds, Capital Markets, Master Data Management, Data Modeling, Data Quality, Security Master, Data Governance, Fixed Income, Information Architecture, Data Architecture, Enterprise Data, Performance Management, Security, Software Development, Trading Systems, Financial Services, Oracle, Portfolio Management, Securities, Bloomberg, Mutual Funds, Requirements Analysis, Sybase, Reference Data, Corporate Actions, Trading, Strategy, Derivatives, Electronic Trading, Middle Office, Investment Banking, Asset Management, Settlement, Fund Accounting, Investments, Back Office, Financial Markets, FX Options, Alternative Investments

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1997 — 2001
MBA, Information Systems

Marist College   1986 — 1991
BS, Computer Information Systems

Brockton High School   1983 — 1986

Jim Bougioukos Jim Bougioukos Boston, Massachusetts Details
Jim Bougioukos's State Street Global Advisors Experience November 2007 - February 2012
Job Senior Quality Assurance Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  December 2012 - Present
Omgeo  February 2012 - December 2012
State Street Global Advisors   November 2007 - February 2012
Fidelity Investments  September 1996 - October 2007
First Data Investor Services   November 1994 - August 1996
Massachusetts General Hospital  July 1987 - October 1994

Skills
Testing, Agile Methodologies, Test Automation, Software Quality..., Software Development, SDLC, Quality Center, Quality Assurance, Requirements Analysis, Vendor Management, Regression Testing, User Acceptance Testing, Waterfall, Test Cases, Software Project..., HP Quality Center

Education
Bentley University   1979 — 1983
Bachelor's degree, Computer Information Systems

Ray Perry, CIPM Ray Perry, CIPM Greater Boston Area Details
Ray Perry, CIPM's State Street Global Advisors Experience June 2007 - January 2008
Job Business Systems Consultant at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  August 2015 - Present
Loring, Wolcott & Coolidge Trust, LLC.   August 2012 - June 2015
Loring, Wolcott & Coolidge   February 2008 - July 2012
State Street Global Advisors   June 2007 - January 2008
MFC Global Investments   March 2004 - June 2007
Investors Bank & Trust  February 2001 - March 2004
PFPC  1997 - 2001
State Street Research and Management  1992 - 1997

Skills
Mutual Funds, Investments, Asset Management, Equities, Financial Services, Analytics, Process Improvement, Risk Management, Fixed Income, Private Equity, Middle Office, Performance Attribution, Financial Reporting, Investment Strategies, Financial Modeling, Estate Planning, Securities, Performance Measurement, ETFs, Banking, Hedge Funds, Institutional..., Microsoft Excel, Credit, Portfolio Management, Access, Microsoft Office, Alternative Investments, Financial Analysis, Performance Analysis, Fund Accounting, Relationship Management, Investment Advisory, Bloomberg, Corporate Actions, Wealth Management, Derivatives, Due Diligence, SQL, Business Analysis, Equity Research, Series 7, Investment Management, Asset Allocation

Education
Suffolk University - Sawyer School of Management   1994 — 1998
MBA

Bentley University   1988 — 1992
BS, Finance

AMA Training

Gregory Frazier, CFA, CAIA Gregory Frazier, CFA, CAIA Greater Boston Area Details
Gregory Frazier, CFA, CAIA's State Street Global Advisors Experience January 2000 - December 2003
Job Senior Product Manager at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  September 2014 - Present
Pioneer Investments  September 2012 - September 2014
Pioneer Investments  February 2008 - September 2012
InterSec Research/ State Street   January 2004 - February 2008
State Street Global Advisors   January 2000 - December 2003

Skills
ETFs, Equity Research, Bloomberg, Series 63, Investment Advisory, Securities, Bonds, Portfolio Management, Wealth Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2005 — 2008
Master of Science, Finance

Boston College   1996 — 1999
BA, Business Administration

College of the Holy Cross   1988 — 1992
BA, Biology/Pre Med

Joe Caron Joe Caron Greater Boston Area Details
Joe Caron's State Street Global Advisors Experience November 2006 - November 2008
Job Financial Analyst at Public Consulting Group
Industry Investment Management
Experience
Public Consulting Group  March 2010 - Present
State Street Global Advisors   November 2006 - November 2008
State Street Bank  June 2005 - November 2006

Skills
Microsoft Excel, Customer Service, Sales, Accounting, Finance

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2008 — 2010
MBA, Accounting

Bentley University   2008 — 2010
MBA, Accounting

James Madison University - College of Business   2001 — 2005
Bachelor of Business Administration (BBA), Marketing

Craig McCullough, CFA Craig McCullough, CFA Greater Boston Area Details
Craig McCullough, CFA's State Street Global Advisors Experience August 2007 - July 2010
Job Portfolio Manager at ThomasPartners
Industry Investment Management
Experience
ThomasPartners   April 2010 - Present
State Street Global Advisors   August 2007 - July 2010
State Street Global Advisors   April 2006 - July 2007
General Dynamics  June 2004 - March 2006
American Express Financial Advisors  October 2002 - May 2004

Education
Bentley University   2009 — 2012
MBA, Management

University of Vermont   1997 — 2001
BS, Business Administration

Andrew Killian, CAIA Andrew Killian, CAIA Greater New York City Area Details
Andrew Killian, CAIA's State Street Global Advisors Experience July 2005 - May 2010
Job Product Manager at Macquarie Group
Industry Investment Management
Experience
Macquarie Group  October 2014 - Present
Cohen & Steers  May 2010 - October 2014
State Street Global Advisors   July 2005 - May 2010

Skills
Alternative Investments, Hedge Funds, Fixed Income, Mutual Funds, Equities

Education
Boston College   2000 — 2004
BA

Gary Fong Gary Fong Greater Boston Area Details
Gary Fong's State Street Global Advisors Experience 2011 - Present
Job Performance Measurement
Industry Consumer Electronics
Experience
State Street Global Advisors   2011 - Present
State Street Bank  January 2003 - August 2010
John Hancock Mutual Funds  December 2000 - November 2002
Granahan Investment Management, Inc.   January 1998 - November 2000

Education
Boston University   1995 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance

UCLA   1993 — 1994
Certificate of film, television and video, Arts, Entertainment, and Media Management

Boston College
BS Finance, Finance, General

Brookline High School

Qi Xian Guan, CFA Qi Xian Guan, CFA Greater Boston Area Details
Qi Xian Guan, CFA's State Street Global Advisors Experience November 2006 - May 2010
Job Credit Analyst at BofA Global Capital Mgmt
Industry Research
Experience
BofA Global Capital Mgmt   May 2010 - Present
State Street Global Advisors   November 2006 - May 2010
State Street Global Advisors   2005 - 2006
State Street Bank  2003 - 2005

Education
Boston College   1999 — 2003
Bachelor, Finance and Accounting

Marilyn Gazard Marilyn Gazard Greater Boston Area Details
Marilyn Gazard's State Street Global Advisors Experience 1999 - 2004
Job Director Compensation and Performance Systems at Alkermes, Inc.
Industry Pharmaceuticals
Experience
Alkermes, Inc.   December 2012 - Present
Management Sciences for Health  December 2009 - December 2012
BNY Mellon  July 2007 - December 2009
Pioneer  2004 - July 2007
State Street Global Advisors   1999 - 2004
SystemSoft  1996 - 1999
Hewlett-Packard  1982 - 1994

Skills
Financial Analysis, Deferred Compensation, Incentive Programs, HRIS, Talent Management, Change Management, Succession Planning, Personnel Management, Performance Management, Management, Onboarding, Talent Acquisition, Employee Relations, Employee Benefits, Organizational..., Compensation, Leadership

Education
Bentley University
BS Mktg

Simmons College - Simmons School of Management
MBA

Anthony Scola Anthony Scola Greater Boston Area Details
Anthony Scola's State Street Global Advisors Experience September 2012 - Present
Job Head OCIO Sales & Strategy at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   September 2012 - Present
SSgA  March 2011 - September 2012
SSgA  October 1991 - June 2011
SSgA  1991 - 2009

Skills
Strategy, Relationship Management, Sales, Equities, Asset Management, Portfolio Management, Investments, Series 7, Mutual Funds, Fixed Income, Alternative Investments, Hedge Funds

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1997 — 2000
Master of Business Administration (MBA), Finance, General

University of Massachusetts Dartmouth   1987 — 1991
Bachelor of Arts (BA), Political Science and Government

Dianne Cincotta Dianne Cincotta Greater Boston Area Details
Dianne Cincotta's State Street Global Advisors Experience 1992 - 2000
Job Independent Consultant
Industry Financial Services
Experience
OMO Consulting   May 2010 - Present
Investment Technology Group (ITG), Inc   January 2006 - December 2009
Macgregor Group   January 2001 - December 2005
State Street Global Advisors   1992 - 2000
State Street Bank  1985 - 1992

Education
Boston College
BS, Finance

Dwayne Parmley, CFA Dwayne Parmley, CFA Greater Boston Area Details
Dwayne Parmley, CFA's State Street Global Advisors Experience July 2004 - November 2008
Job Investment Analyst at Arbella Insurance Group
Industry Investment Management
Experience
Arbella Insurance Group  December 2009 - Present
State Street Global Advisors   July 2004 - November 2008
State Street Global Advisors   June 1999 - July 2004
State Street  April 1998 - June 1999
State Street  May 1997 - April 1998
LEGO Group  May 1996 - December 1996

Skills
Asset Management, Financial Analysis, Fixed Income, Alternative Investments, Equities, Financial Modeling, Bloomberg, Mutual Funds, Investments, Hedge Funds, Portfolio Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2000 — 2003
MBA, Finance

University of Massachusetts, Amherst   1993 — 1997
BBA, Finance

North Middlesex   1989 — 1993

Burky Chiang Burky Chiang Greater Boston Area Details
Burky Chiang's State Street Global Advisors Experience April 2004 - Present
Job Application Development Architect at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   April 2004 - Present
FAME Information Services  February 1996 - October 2003
Leading Market Technologies  November 1994 - February 1996
Exa Corporation  October 1993 - September 1994

Skills
Software Development

Education
Boston College - Wallace E. Carroll Graduate School of Management   1998 — 2001
MBA, Finance

Carnegie Mellon University   1986 — 1990
BS, Electrical Engineering, Computer Engineering, Economics, Biomedical

Ramsey High School

Tim Garry Tim Garry San Francisco Bay Area Details
Tim Garry's State Street Global Advisors Experience September 2000 - October 2007
Job Portfolio Manager at Passport Capital
Industry Investment Management
Experience
Passport Capital  December 2007 - Present
State Street Global Advisors   September 2000 - October 2007

Education
Boston College - Wallace E. Carroll Graduate School of Management   2004 — 2005
MSF, Finance

Boston College   1996 — 2000
AB, Philosophy, English

Charles Haley, CFA Charles Haley, CFA Greater Boston Area Details
Charles Haley, CFA's State Street Global Advisors Experience January 2007 - March 2008
Job Senior Vice President at Putnam Investments
Industry Investment Management
Experience
Putnam Investments  April 2008 - Present
State Street Global Advisors   January 2007 - March 2008
Boldwater Capital Management LP   2004 - 2007
Columbia Management  June 1998 - April 2004

Skills
Fixed Income, Hedge Funds, High Yield, Equities, Alternative Investments, Capital Markets, Investment Management, Valuation, Mutual Funds, Asset Management, Portfolio Management, Bonds, Asset Allocation, Securities, Equity Research

Education
Boston College   1992 — 1996
BA, Classics, Mathematics

St. Sebastian's   1988 — 1992

Monica Hyett Monica Hyett Greater Boston Area Details
Monica Hyett's State Street Global Advisors Experience March 2010 - April 2012
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street  August 2013 - Present
State Street  September 2014 - October 2015
State Street  September 2013 - October 2015
State Street Global Advisors   March 2010 - April 2012
State Street  May 2008 - March 2010
Jefferies & Company  May 2007 - May 2008
Morgan Stanley  May 2007 - August 2007

Skills
Microsoft Excel, Outlook, SharePoint, Microsoft Office, Microsoft Word, Process Management, Series 7, Series 24, Series 63, Series 3

Education
Bentley University   2004 — 2008
B.S., Finance

The London School of Economics and Political Science (LSE)   2005 — 2005
Economics

Paul Norton Paul Norton Greater Boston Area Details
Paul Norton's State Street Global Advisors Experience May 2015 - Present
Job Talent Acquisition Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   May 2015 - Present
The Boston Globe Media Partners   May 2014 - December 2014
Fenway Search Group   July 2012 - April 2014
The Winter Wyman Companies   August 2009 - May 2012
Eaton Vance Management  October 2005 - January 2009
Winter Wyman  January 2003 - October 2005
Kforce  June 1988 - January 2002
Arthur Andersen & Company  1986 - 1988

Skills
Recruiting, Financial Services, Financial Analysis, Asset Management, Management, Corporate Finance, Accounting, Investments, Mutual Funds, Talent Acquisition, Risk Management, Fixed Income, Applicant Tracking..., Fund Administration, Auditing, Executive Search, Internal Audit, Fund Accounting, Part-Time CFO Services, CPA, Corporate Budgeting, SEC Financial Reporting, Hedge Accounting, 1940 Act, Talent Management, CFOs, Controllers, Treasury Management, Securities Exchange Act..., IT Recruitment, Software Development, Project Management, Strategy

Education
Boston College   1982 — 1986
BS, Accounting

CM   1978 — 1982

Mark Cole, CFA Mark Cole, CFA Greater Boston Area Details
Mark Cole, CFA's State Street Global Advisors Experience July 2004 - June 2005
Job Senior Credit Analyst at State Street Bank
Industry Investment Management
Experience
State Street Bank  June 2005 - Present
State Street Global Advisors   July 2004 - June 2005
State Street  August 2000 - July 2004
PNC Financial Services Group  August 1997 - August 2000

Skills
Fixed Income, Bloomberg, Valuation, Credit Analysis, Portfolio Management, Structured Products, Credit, Credit Risk, Investments, Financial Analysis, Financial Risk, Bonds, Trading, Securities, Financial Services, Loans

Education
Boston College - Wallace E. Carroll Graduate School of Management   2002 — 2004
MS, Finance

Boston College   1993 — 1997
BS, Management

Celia Shea Celia Shea Greater Boston Area Details
Celia Shea's State Street Global Advisors Experience June 2008 - August 2008
Job Financial Services Professional
Industry Financial Services
Experience
State Street Global Advisors   June 2008 - August 2008

Education
Bentley University   2005 — 2009
Bachelor of Science, Finance

Jared Rowley, CFA Jared Rowley, CFA Greater Boston Area Details
Jared Rowley, CFA's State Street Global Advisors Experience July 2012 - Present
Job Sales Strategist, SPDR ETFs & SSgA Funds
Industry Investment Management
Experience
State Street Global Advisors   July 2012 - Present
State Street Global Advisors   June 2011 - July 2012
State Street Global Advisors   August 2009 - June 2011
State Street Global Advisors   June 2008 - August 2008

Skills
FactSet, Bloomberg, Barclays Point, Equities, ETFs, Fixed Income

Education
CFA Institute
Chartered Financial Analyst

FINRA Licenses
Series 7 and Series 63

Berea College   2005 — 2009
Business Administration, Accounting and Economics

Michael Marella Michael Marella Greater Boston Area Details
Michael Marella's State Street Global Advisors Experience June 2008 - May 2012
Job President / Owner at Northeast Stonescapes, Inc.
Industry Construction
Experience
Northeast Stonescapes, Inc.   May 2012 - Present
State Street Global Advisors   June 2008 - May 2012
State Street Global Advisors   June 2007 - 2008

Skills
Bloomberg, Fund Accounting, Fixed Income, Mutual Funds, Equities, Securities, Asset Managment, Portfolio Management, CMBS, Financial Analysis, Bloomberg Terminal, Economics, Options, Hedge Funds, Macroeconomics, Alternative Investments, Fixed Income Analysis, ETFs, Financial Risk, Equity Research, Hardscape, Landscaping, Landscape Design, Landscape Construction, Pavers, Excavation, Outdoor Kitchens, Outdoor Living, Outdoor Living Areas, Landscape Lighting, Pergolas, Landscape Planning, Paver Sealant

Education
Bentley University   2003 — 2008
BA, Economics - Finance

Craig DeGiacomo Craig DeGiacomo Boston, Massachusetts Details
Craig DeGiacomo's State Street Global Advisors Experience March 2010 - September 2011
Job Senior Vice President, Head of Institutional Relationship Management at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments  September 2011 - Present
State Street Global Advisors   March 2010 - September 2011
State Street Global Advisors   October 2006 - March 2010
State Street Global Advisors   January 2001 - October 2006

Education
Boston College - Carroll School of Management
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Providence College
B.S., Business Management

Braintree High School

David Mazza David Mazza Boston, Massachusetts Details
David Mazza's State Street Global Advisors Experience January 2014 - Present
Job Head of Research, SPDR ETFs and SSGA Funds at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   January 2014 - Present
State Street Global Advisors   August 2012 - December 2013
State Street Global Advisors   May 2011 - August 2012
State Street Global Advisors   May 2007 - May 2011
State Street Global Advisors   June 2005 - May 2007

Skills
Equities, ETFs, Investment Strategies, Bloomberg, Asset Management, Fixed Income, Alternative Investments, Strategy, Derivatives, Mutual Funds, Investments, Hedge Funds, Strategic Financial..., Financial Markets, Portfolio Management, Trading

Education
Suffolk University - Sawyer School of Management   2009 — 2015
MBA, Finance

Boston College   2001 — 2005
BA, Politcal Science, Philosophy

Lawrence Academy   1997 — 2001

Kelly Ryan Kelly Ryan Greater Boston Area Details
Kelly Ryan's State Street Global Advisors Experience March 2014 - Present
Job Managing Director, Independent and Regional Broker/Dealer Channel
Industry Financial Services
Experience
State Street Global Advisors   March 2014 - Present
State Street Global Advisors   January 2007 - March 2014
Morgan Stanley Smith Barney  January 2005 - January 2007
Merrill Lynch  September 2000 - January 2005

Education
Boston College   1996 — 2000

Kyle Kelly, CFA, FRM Kyle Kelly, CFA, FRM Greater Boston Area Details
Kyle Kelly, CFA, FRM's State Street Global Advisors Experience April 2012 - Present
Job Portfolio Manager at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   April 2012 - Present
State Street Global Advisors   September 2007 - April 2012

Skills
Fixed Income, Risk Management, Bloomberg, Portfolio Management, Python, R, VBA, Excel, MySQL, Golf, Factset, ETFs

Education
Boston College   2002 — 2007
BA, MS, Communication, Economics, Administrative Studies

Namho Kang Namho Kang Greater Boston Area Details
Namho Kang's State Street Global Advisors Experience June 2007 - August 2007
Job Assistant Professor at University of Connecticut
Industry Financial Services
Experience
University of Connecticut  August 2013 - Present
State Street Global Advisors   June 2007 - August 2007
Hanssem Corporation   2002 - 2006
PwC  1999 - 2002
Kyobo Securities Co., LTD   1998 - 1999

Skills
Microsoft Office, Data Analysis, Valuation, Finance, Corporate Finance, Equities, Financial Modeling, Management, Financial Analysis, Investments

Education
Boston College   2008 — 2013
Doctor of Philosophy (Ph.D.), Finance

Boston College   2006 — 2008
MBA, MSF, Finance

Matthew Ghiloni Matthew Ghiloni Greater Boston Area Details
Matthew Ghiloni's State Street Global Advisors Experience 2008 - 2009
Job Assistant District Attorney at Plymouth County District Attorney
Industry Law Practice
Experience
Plymouth County District Attorney  2011 - Present
State Street Global Advisors   2008 - 2009

Education
California Western School of Law   2010 — 2011
Law

New England School of Law   2007 — 2011
J.D., Law

Saint Anselm College   2003 — 2006
B.A., Political Science

Bond University   2005 — 2005
Australian Studies

Bert Tsang Bert Tsang Greater Boston Area Details
Bert Tsang's State Street Global Advisors Experience September 2009 - April 2010
Job Consultant | Business Analyst | Business Systems Analyst | Quality Assurance
Industry Financial Services
Experience
John Hancock Financial Services  November 2013 - Present
Liberty Mutual Group  January 2012 - January 2013
State Street Corporation  March 2011 - December 2011
State Street Global Advisors   September 2009 - April 2010
Wellington Management Company  October 2005 - January 2009
State Street Bank  April 2005 - September 2005
Fidelity Investments  February 2000 - February 2005
State Street Bank  August 1997 - January 2000
Mellon Trust / The Boston Company   1994 - 1997
Fidelity Investments  1988 - 1993

Skills
Quality Assurance, Budgets, Testing, Business Analysis, User Acceptance Testing

Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance and Financial Management Services

University of Massachusetts at Lowell
Certificate in Website Design and Development, Web Page, Digital/Multimedia and Information Resources Design

Anthony Forcione Anthony Forcione Greater Boston Area Details
Anthony Forcione's State Street Global Advisors Experience July 2013 - June 2015
Job Vice President, Senior Equity Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   July 2015 - Present
State Street Global Advisors   July 2013 - June 2015
BlackRock  January 2010 - July 2012
BLACKROCK, INC  January 2005 - July 2012
BlackRock  2005 - July 2012
BlackRock  January 2005 - January 2010
State Street Research  January 2003 - January 2005
STATE STREET RESEARCH & MANAGEMENT  January 1992 - January 2005
State Street Research  2003 - 2005
State Street Research  1996 - 2003

Skills
CFA, Chartered Financial..., Portfolio Management, Equity Research, Investments, Hedge Funds, Equities, Asset Management

Education
Boston College   1988 — 1992
Bachelor of Science (B.S.), Finance, General

Malden Catholic High School   1984 — 1988

Boston College
B.S, Finance

Malden Catholic High School

Thomas Dion Thomas Dion Marshfield, Massachusetts Details
Thomas Dion's State Street Global Advisors Experience August 2010 - Present
Job Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   August 2010 - Present
Mellon Capital Management  July 2007 - July 2010

Skills
Fixed Income, Investments, Hedge Funds, Sales, Asset Management, Mutual Funds, Alternative Investments, Bloomberg, Equities, Series 7, Asset Allocation

Education
Bentley College   1996 — 1998
Master of Business Administration (M.B.A.), Concentration: Business Ethics

Boston University   1987 — 1991
Bachelor of Science, Business Administration:Finance

Hiu L. Chow, C.P.A. Hiu L. Chow, C.P.A. Cambridge, Massachusetts Details
Hiu L. Chow, C.P.A.'s State Street Global Advisors Experience January 2004 - Present
Job Senior Tax Analyst at State Street
Industry Financial Services
Experience
State Street Global Advisors   January 2004 - Present
Kevin P. Martin & Associates PC   2003 - 2003
Arthur Andersen LLP  October 2001 - April 2002
East Cambridge Savings Bank  1997 - 2001

Skills
Taxation of Trusts, Personal Financial..., Tax, Auditing, Accounting, Investments, Tax Returns, Asset Management, Management, Income Tax, Tax Advisory, Tax Preparation, CPA, Tax Research, High Net Worth..., Tax Accounting, International Tax, Corporate Tax, Financial Planners, Partnership Taxation, Tax Law, Estate Planning

Education
Bentley College
Bachelor of Science (BS), Accounting, 3.82

Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (MS), Taxation

Anthony Braccio Anthony Braccio Boston, Massachusetts Details
Anthony Braccio's State Street Global Advisors Experience March 2015 - Present
Job Vice President, Investment Compliance at State Street Global Advisor's
Industry Investment Management
Experience
State Street Global Advisor's  March 2015 - Present
JPMorgan Chase  November 2013 - February 2015
Loomis, Sayles & Company   August 2008 - August 2013
Columbia Management  July 2006 - August 2008

Education
Boston College   1986 — 1990
Bachelor's degree, Economics

Dave Wladkowski Dave Wladkowski Wakefield, Massachusetts Details
Dave Wladkowski's State Street Global Advisors Experience November 2008 - Present
Job Associate at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   November 2008 - Present

Education
Bentley University   1999 — 2003
Bachelor's Degree, Finance/Economics

Ellen Needham Ellen Needham Milton, Massachusetts Details
Ellen Needham's State Street Global Advisors Experience 1989 - Present
Job Senior Managing Director at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   1989 - Present

Education
Boston College   1985 — 1989
Bachelor's degree, Finance

Select page

1 2 3 4 5 6 7 8 9 10 11


Similar Companies