State Street Global Advisors
Industry: Financial services company
DescriptionState Street Global Advisors is the investment management division of State Street Corporation and the world's fifth largest asset manager, with nearly $2.8 trillion in assets under management as of 31 December 2017. Assets under management: 2.8 trillion USD (2017) CEO: Cyrus Taraporevala (Nov 2017–) Headquarters: Boston, Massachusetts, United States Parent organization: State Street Corporation Number of employees: 2,500 Subsidiaries: SSGA FUNDS MANAGEMENT INC,
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State Street Global Advisors Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
State Street Global Advisors October 2005 - Present
Education
Boston College
Bachelor's Degree
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
State Street Global Advisors 2000 - Present
Education
Bentley College - Elkin B. McCallum Graduate School of Business
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
State Street Global Advisors June 2008 - August 2008
Education
Bentley University 2005 — 2009
Bachelor of Science, Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
State Street Global Advisors November 2008 - Present
Education
Bentley University 1999 — 2003
Bachelor's Degree, Finance/Economics
State Street Global Advisors 1989 - Present
Education
Boston College 1985 — 1989
Bachelor's degree, Finance