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,

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State Street Global Advisors Employees

Employee
Years
Job
Industry
Jennifer Sachs Jennifer Sachs Boston, Massachusetts Details
Jennifer Sachs's State Street Global Advisors Experience June 2009 - August 2009
Job
Industry Financial Services
Experience
Acadian Asset Management  September 2014 - Present
BISON.co  April 2013 - August 2014
Business Intelligence Advisors  March 2012 - February 2013
Bessemer Trust  January 2011 - January 2012
Greenwood Research   November 2010 - January 2011
National Geographic Channel  January 2010 - May 2010
State Street Global Advisors   June 2009 - August 2009
State Street Global Advisors   June 2008 - August 2008
Fidelity Investments  2007 - 2007

Skills
Dreamweaver, Digital Media, Microsoft Office, Equities, Hedge Funds, Alternative Investments, PowerPoint, Microsoft Excel, Asset Management

Education
Boston University Questrom School of Business   2015 — 2018
Master of Business Administration (M.B.A.)

Georgetown University   2006 — 2010
BA

Bob Mulhall Bob Mulhall Greater Boston Area Details
Bob Mulhall's State Street Global Advisors Experience September 2014 - Present
Job Product Research Analyst at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   September 2014 - Present
Haber Trilix Advisors, LP  January 2012 - May 2013
Bracebridge Capital  June 2007 - July 2011

Skills
Bloomberg, Investments, Equities, Financial Modeling, Microsoft Excel, Financial Analysis, Equity Research, Consumer, Valuation, Capital Markets, Leading Meetings, Investment Decisions, Equity Valuation, Equity Capital Markets, DCF Valuation, Sensitivity Analysis, Energy Industry, Restaurants, Multiples, Sector Coverage, Stock Research, Alpha Generation, Long/Short Equity, Hedge Funds, Commodity, Alternative Investments, Bloomberg Terminal, Fixed Income, Securities, Derivatives

Education
Boston University - School of Management   2009 — 2010
Master of Science (M.S.), Investment Management

Villanova University   2003 — 2007
Bachelor of Science (B.S.), Finance

Boston College High School   1999 — 2003

Marty Hergert, MBA Marty Hergert, MBA Greater Boston Area Details
Marty Hergert, MBA's State Street Global Advisors Experience July 2011 - October 2013
Job Consultant Senior Project Manager, Capital and Risk Transformation Program
Industry Computer Software
Experience
Santander Bank, N.A.   June 2015 - Present
Omgeo LLC - DTCC   October 2013 - June 2015
State Street Global Advisors   July 2011 - October 2013
State Street  October 2010 - October 2011
State Street Global Advisors   January 2007 - September 2010
State Street Global Advisors   July 2004 - January 2007

Skills
SharePoint, Planning, MBA, Online Marketing, Social Media, Marketing Strategy, Web Analytics, Web Project Management, Software Project..., Product Management, Project Planning, Usability Testing, SDLC, Business Analysis, Project Management, Program Management, Requirements Analysis, Process Improvement, Web Development, Management, Strategy, Agile Methodologies, Scrum, Enterprise Software, User Experience, PMP, Software Documentation, Leadership

Education
Suffolk University - Sawyer School of Management   2008 — 2011
MBA, Business, Management, Marketing

Boston University   2005 — 2005
Certificate, Project Management

Colby College   1991 — 1993
BA, English

University of Missouri-Columbia   1989 — 1991
English

Laura Andreasson Laura Andreasson Canton, Massachusetts Details
Laura Andreasson's State Street Global Advisors Experience July 2010 - January 2012
Job Operations Manager at Vive Communications
Industry Telecommunications
Experience
Vive Communications  October 2012 - Present
UBS Financial Services Inc: Private Wealth Management   January 2012 - July 2012
State Street Global Advisors   July 2010 - January 2012
Thomson Reuters  May 2008 - August 2008
Brown Brothers Harriman & Co  May 2007 - August 2007
Harvard University Real Estate Services  June 2001 - August 2005

Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Asset Managment, Financial Services, Financial Modeling, Data Analysis, Banking, Avaya, Organizational..., Mutual Funds, Microsoft Word, Customer Service, Social Media, Sales, Public Speaking, Management, Account Management, Finance, Leadership, Event Planning

Education
Roger Williams University   2005 — 2009
Bachelor of Science, Finance

Boston Latin School   1999 — 2005

Alex Piré Alex Piré New York, New York Details
Alex Piré's State Street Global Advisors Experience July 2008 - August 2013
Job Vice President, Product Management at Jennison Associates
Industry Investment Management
Experience
Jennison Associates LLC  August 2015 - Present
Fidelity Investments  September 2013 - August 2015
State Street Global Advisors   July 2008 - August 2013
Moonzo Media   February 2002 - December 2012

Skills
Investment Strategies, Portfolio Management, Portfolio Analysis, Factset, Bloomberg, Equities, Institutional Asset..., Morningstar, Institutional..., Business Analysis, Investments, Business Development, Zephyr StyleAdvisor, Microsoft Office, Matlab, Series 7, Series 63, ETFs, eVestment, PHP, VBA, SQL, Capital Markets, Asset Management, Fixed Income, Mutual Funds

Education
Boston University   2004 — 2008
B.A.

Lycee Francais de New York   2001 — 2004
Baccalaureate

Level III Candidate in the CFA Program

Series 7, 63

Nick Elward Nick Elward Greater Boston Area Details
Nick Elward's State Street Global Advisors Experience June 2010 - March 2014
Job Senior Vice President, Head of Business Development at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management  March 2014 - Present
State Street Global Advisors   June 2010 - March 2014
Fidelity Personal and Workplace Investing   November 2006 - March 2010
Fidelity Investments Canada, LTD  November 2005 - November 2006
Fidelity Brokerage Company  May 2003 - November 2005
Fidelity Investments Institutional Services  August 1999 - May 2003
Fidelity Investments Institutional Services  April 1998 - August 1999
Fidelity Investments Institutional Services  November 1996 - April 1998
Fidelity Management and Research  December 1995 - November 1996
Merrill Lynch  January 1995 - May 1995

Skills
Product Management, Product Development, Product Strategy, Negotiation, Offshoring, Mutual Funds, Investments, Competitive Analysis, Business Strategy, Strategic Planning, Market Research, Product Marketing, Competitive Intelligence, Marketing Strategy, Cross-functional Team..., Management, Project Management, Mergers, Financial Services

Education
Boston University   2012 — 2013
School of Financial Planning

Northeastern University   1995 — 2000
Masters, Business Administration

College of the Holy Cross   1991 — 1995
BA, Political Science

St. John's Preparatory School   1987 — 1991

Harish Babbar, CFA Harish Babbar, CFA Greater Boston Area Details
Harish Babbar, CFA's State Street Global Advisors Experience October 2010 - Present
Job Vice President/Architect at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   October 2010 - Present
Charles River Development  January 2010 - October 2010
Fidelity Investments  December 2004 - January 2010
Yantra Corporation  January 2001 - November 2004
i2 Technologies  September 1999 - December 2000
Bell Labs Lucent Technologies  May 1998 - August 1999

Skills
Enterprise Integration, Web Technologies, SOA, Enterprise Architecture, Investment Management..., Weblogic, Agile SCRUM, Java Enterprise Edition, Web Services, Architecture, Unix, Perl, Sybase, Enterprise Software, Oracle PL/SQL, XML, CFA Level 2 Candidate, Multi asset class..., Trading OMS, Charles River IMS

Education
Boston University   2007 — 2007
Certificate Program, Project management

Stephen F. Austin State University   1996 — 1998
M.S., Computer Science

Panjab University   1991 — 1995
B.E., Computer Science & Engineering

Jeff Ringdahl Jeff Ringdahl Dallas/Fort Worth Area Details
Jeff Ringdahl's State Street Global Advisors Experience 1997 - 1999
Job
Industry Financial Services
Experience
American Beacon Advisors  2010 - Present
Touchstone Investments  2007 - 2010
Fidelity Investments  2005 - 2007
Western & Southern Financial Group  2004 - 2005
Western & Southern Financial Group  2002 - 2004
The Penobscot Group, Inc.   1999 - 2000
State Street Global Advisors   1997 - 1999
State Street Global Advisors   1997 - 1997

Skills
Change Management, Fixed Annuities, Strategic Planning, Asset Managment, Competitive Analysis, Series 7, Portfolio Management, Mutual Funds, Financial Services, Product Management, Process Improvement, Investments, Business Development, Alternative Investments, Asset Allocation, Equities, Investment Management, Risk Management, Asset Management, Hedge Funds, Securities

Education
Boston University
BA, Economics

University of Notre Dame - Mendoza College of Business
MBA

Jay Thorpe Jay Thorpe Greater Boston Area Details
Jay Thorpe's State Street Global Advisors Experience August 2013 - July 2014
Job Operations Associate, Pooled Vehicle Team at Partners Capital Investment Group
Industry Financial Services
Experience
Partners Capital Investment Group  July 2014 - Present
State Street Global Advisors   August 2013 - July 2014
State Street Bank  November 2012 - August 2013
State Street  August 2011 - October 2012

Skills
Banking, Financial Analysis, Corporate Actions, Bloomberg, Equities, Microsoft Office

Education
Boston College - Carroll School of Management   2013 — 2016
Master of Business Administration (M.B.A.), Finance

Worcester State University   2007 — 2011
Bachelor's Degree, Business Administration

Barb Shegog, CPA CFA Barb Shegog, CPA CFA Greater Boston Area Details
Barb Shegog, CPA CFA's State Street Global Advisors Experience November 1997 - September 2008
Job Consultant at Neu Group
Industry Financial Services
Experience
The Neu Group   April 2013 - Present
Arrowstreet Capital, L.P.   March 2012 - April 2013
BAS Capital Management, LLC   March 2009 - January 2011
State Street Global Advisors   November 1997 - September 2008
Scudder Insurance Asset Management   1994 - 1997
KPMG  1988 - 1989

Skills
Retirement Planning, Asset Management, Fixed Income, Investment Management, Financial Markets, Asset Managment, Investment Strategies, Investments, Relationship Management, Mutual Funds, Cash Management, Equities, Bloomberg, Portfolio Management, Stable Value, Alternative Investments, Quantitative Analytics, Securities, Risk Management, Financial Services, Capital Markets, Hedge Funds, Derivatives, Finance, Management

Education
Boston University Questrom School of Business   1993 — 1997
MBA

Lafayette College   1984 — 1988
BA Economics

Brad Waitsman, CFA Brad Waitsman, CFA Hartford, Connecticut Area Details
Brad Waitsman, CFA's State Street Global Advisors Experience 2000 - 2004
Job Manager at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies  2012 - Present
Webster Bank  2009 - 2012
Hartford Investment Management Co. (HIMCO)   2006 - 2009
Fidelity Investments  2004 - 2006
State Street Global Advisors   2000 - 2004
State Street  1995 - 2000

Skills
Financial Reporting, Financial Analysis, Business Analysis, Finance, Financial Modeling, Performance Measurement, Bloomberg, PowerPoint, Business Objects, Performance Attribution, Excel, Financial Planning, Factset, Financial Services

Education
Boston University   1991 — 1995
Bachelor of Science in Business Administration, Finance

Arlene Rockefeller Arlene Rockefeller Greater Boston Area Details
Arlene Rockefeller's State Street Global Advisors Experience November 2007 - June 2010
Job Member Board of Directors at Geode
Industry Investment Management
Experience
Geode   June 2011 - Present
TruColor Capital Management, LLC   2010 - December 2013
State Street Global Advisors   November 2007 - June 2010
STATE STREET GLOBAL ADVISORS   November 2007 - June 2010
STATE STREET GLOBAL ADVISORS   November 2004 - November 2007
STATE STREET GLOBAL ADVISORS   June 2003 - November 2004
Head of Evaluation Group   June 2000 - June 2003
STATE STREET GLOBAL ADVISORS   June 1997 - June 2000
STATE STREET GLOBAL ADVISORS   June 1990 - June 1997
STATE STREET GLOBAL ADVISORS   January 1984 - June 1990

Skills
Portfolio Management, Equities, Asset Management, Investments, Mutual Funds, Strategy, Due Diligence, Financial Risk, Financial Services, Emerging Markets, Management, Leadership, Team Leadership, Negotiation, Fixed Income, Hedge Funds, Risk Management, Asset Managment, Investment Strategies, Corporate Finance, Quantitative Analytics, ETFs, Derivatives, Equity Derivatives, Investment Management, Financial Modeling, Private Equity

Education
Boston University Questrom School of Business   1978 — 1980
MBA, Finance and Investments

The University of Chicago
MS, Computer Science

The University of Chicago   1966 — 1970
BA, Statistics

Aaron Hensley Aaron Hensley Greater Boston Area Details
Aaron Hensley's State Street Global Advisors Experience June 2013 - August 2013
Job Quantitative Analyst, AVP at Citizens Financial Group
Industry Banking
Experience
Citizens Financial Group, Inc.   February 2015 - Present
Santander Bank, N.A.   January 2014 - February 2015
State Street Global Advisors   June 2013 - August 2013
ROADD Center at Boston University   October 2012 - February 2013
Michigan State University  May 2012 - August 2012

Skills
CCAR, Credit Risk, Stata, SAS, SQL, R, VBA, Matlab, Microsoft Excel, C++, Bloomberg, Markov Chain Monte Carlo, Time Series Analysis, Bayesian methods, Principal Component..., Panel Data Analysis, Optimization, Numerical Simulation, GLM, Hidden Markov Models

Education
Boston University   2012 — 2014
Master of Science, Mathematical Finance

Michigan State University   2010 — 2012
Master of Science, Statistics

University of North Carolina at Chapel Hill   2008 — 2010
Bachelor of Science, Mathematical Decision Sciences

Nicholas Spanos Nicholas Spanos New York, New York Details
Nicholas Spanos's State Street Global Advisors Experience April 2010 - August 2010
Job Senior Associate Risk Assurance at PwC
Industry Accounting
Experience
PwC  2014 - Present
Ernst & Young  2011 - 2013
State Street Global Advisors   April 2010 - August 2010

Skills
Bloomberg, Investment Valuation, Control Testing, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Reporting, Financial Analysis, Financial Modeling, Data Analysis, Derivatives, Internal Controls

Education
Boston University   2007 — 2011
Bachelor of Science, Business Administration, Finance and Accounting

Kelly Farrell MacLeod Kelly Farrell MacLeod Lakeville, Massachusetts Details
Kelly Farrell MacLeod's State Street Global Advisors Experience February 2000 - June 2003
Job Executive Administrative Assistant
Industry Financial Services
Experience
Medtronic/Covidien  June 2009 - Present
Jordan's Furniture Corporate Office   March 2004 - March 2007
State Street Global Advisors   February 2000 - June 2003
CIBC Oppenheimer Corporation   July 1998 - February 2000

Skills
Process Improvement, Microsoft Excel, Access, Microsoft Office, Account Management, Business Analysis, Marketing Strategy, Negotiation, Payroll, Microsoft Word, Time Management, Lotus Notes, Management, Customer Service, Tax Analysis, Human Resources, Sales, Project Management, Salesforce.com, Accounts Payable

Education
Boston University - Metropolitan College   1994 — 1998
Business Administration and Management, General

Lasell College   1984 — 1986
Associate of Science (A.S.)

Mark McGillivray Mark McGillivray Greater Boston Area Details
Mark McGillivray's State Street Global Advisors Experience January 2014 - August 2015
Job Director of Strategic Initiatives at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  September 2015 - Present
State Street Global Advisors   January 2014 - August 2015
Fidelity Investments  November 2006 - January 2014
Fidelity Investments  July 1996 - November 2006
Bank of Boston  June 1987 - July 1996

Skills
Product Management, Salesforce.com, Cloud Computing, Series 7, Program Management, Series 63, Customer Relations, Social Media, Email Marketing, Mobile Technology, Force.com, SaaS, Portfolio Management, New Business Development, Consultative Selling, Product Development, Competitive Analysis, Analytics, Agile, Business Strategy, Open Source Software, Agile Methodologies, Business Development, CRM, Enterprise Software, Technology Consulting, Vendor Management, Selling, Strategy, Financial Services, Start-ups, Strategic Partnerships, Business Analysis, Process Improvement, Business Intelligence, Cross-functional Team..., Mobile Devices, Customer Service, Relationship Management, Consulting, SDLC, Software Project..., Professional Services

Education
Suffolk University - Sawyer School of Management   1991 — 1995
MBA, Business

Boston University   1998 — 1999
Certificate, Project Management

Sharon Doherty-Clancy Sharon Doherty-Clancy Greater Boston Area Details
Sharon Doherty-Clancy's State Street Global Advisors Experience 1995 - 2003
Job Executive Consultant at Main Effort Financial, Inc.
Industry Financial Services
Experience
Main Effort Financial Inc.   February 2010 - Present
Bank of New York Mellon  December 2004 - January 2009
United Way of Central Mass   2003 - 2004
State Street Global Advisors   1995 - 2003
State Street  1984 - 1995

Skills
Wealth Management, Asset Managment, Mutual Funds, Fundraising, Tax, Program Management, Securities, Management, Nonprofits, Investments, Planned Giving, Financial Services, Portfolio Management, Asset Management, Banking, CRM, Estate Planning, Retirement Planning, Finance, Investment Management, Asset Allocation, Investment Advisory, Fixed Income, Relationship Management, Financial Advisory, Strategic Financial..., Investment Strategies

Education
Boston University   2009 — 2013
CFP, Financial Planning

Suffolk University - Sawyer Business School   1980 — 1985
B.S., Marketing

Alison Gardner, CAIA Alison Gardner, CAIA Greater Boston Area Details
Alison Gardner, CAIA's State Street Global Advisors Experience May 2015 - Present
Job VP, Global Product Research and Competitive Analysis at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   May 2015 - Present
Old Mutual Asset Management  May 2010 - April 2015
Pyramis Global Advisors  July 2006 - September 2008
Pyramis Global Advisors  August 2003 - July 2006
Fidelity Investments  February 2001 - August 2003
Russell/Mellon Analytical Services  February 1998 - June 2001
Putnam Investments  1988 - 1997

Skills
Alternative Investments, Investments, Product Management, Investment Management, Portfolio Management, Institutional..., Mutual Funds, Hedge Funds

Education
Boston University Questrom School of Business   1996 — 1998
M.B.A., Investments

Chunhui (Lisa) Li Chunhui (Lisa) Li Greater Boston Area Details
Chunhui (Lisa) Li's State Street Global Advisors Experience October 2012 - Present
Job Business/Data Analyst at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   October 2012 - Present
UMass Boston  September 2008 - May 2010

Skills
Microsoft Excel, VBA, SAS, SQL, Microsoft Word, PeopleSoft, PowerPoint, Actuarial Science, Access, Data Analysis, Software Documentation, Financial Modeling, Management

Education
Boston University   2010 — 2012
Master of Science (MS), Actuarial Science

University of Massachusetts Boston   2006 — 2010
Bachelor of Science (BS), Biology

Bob Dawson,CFP Bob Dawson,CFP Greater Boston Area Details
Bob Dawson,CFP's State Street Global Advisors Experience 1994 - 2000
Job Financial Advisor, CFP
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2012 - Present
AonHewitt  November 2010 - December 2011
ING  July 2008 - June 2009
CitiStreet  2003 - 2008
CitiStreet  2001 - 2002
State Street Global Advisors   1994 - 2000
State Street  1990 - 1993
Wang Labs  1981 - 1989
International Business Machines  1977 - 1981

Education
Boston University   1975 — 1977
MBA, Finance & Marketing

Colgate University   1970 — 1974
BA, Pol Sci. and History

Peter Stringer Peter Stringer Greater Boston Area Details
Peter Stringer's State Street Global Advisors Experience 2003 - 2003
Job Digital marketing, social media, mobile and content at Boston Celtics
Industry Sports
Experience
Boston Celtics  November 2005 - Present
Social Media Society   September 2011 - January 2014
BostInnovation  January 2011 - January 2013
Molecular  August 2003 - November 2005
State Street Global Advisors   2003 - 2003
TWI Interactive   2003 - 2003
Fidelity Investments  1999 - 2002
New England Sports Network  1996 - 2002

Skills
Content Strategy, Social Media, Social Media Marketing, SEO, Facebook, Digital Marketing, Digital Media, Blogging, Digital Strategy, Sports Marketing, Social Networking, Content Development, Social Media Measurement, Twitter, Mobile Marketing, Website Development, Conference Speaking, Content Management, YouTube, Sports Writing, Writing, CSS, Video, Google Analytics, Public Speaking, Professional Networking, Content Marketing, Omniture, Mobile Applications, Social Media Strategist, Integrated Marketing, Marketing Strategy, Online Advertising, Email Marketing, Marketing, Marketing Communications, Strategy, Public Relations, Search Engine..., Instagram, Social Media Analytics, Social Media Development, Social Media Consulting, Mobile Devices, Mobile Web Design, Video Content, Web Analytics, New Media, Podcasting

Education
Boston University   1994 — 1998
BS

Caspar Szulc Caspar Szulc Greater New York City Area Details
Caspar Szulc's State Street Global Advisors Experience December 2003 - October 2004
Job CoFounder, Innovative Medicine, LLC
Industry Health, Wellness and Fitness
Experience
Innovative Medicine   December 2004 - Present
State Street Global Advisors   December 2003 - October 2004

Skills
Financial Modeling, Valuation, Financial Analysis, Market Research, Entrepreneurship, Advertising, Entrepreneurial..., Analytics, Competitive Analysis, Leadership, Strategy, Start-ups, Strategic Partnerships, Online Marketing, Product Management, Mergers & Acquisitions, Business Development, Business Strategy, Strategic Planning

Education
Boston University   1999 — 2003
Bachelor of Science in Business Administration, Finance, Marketing

Boston University Questrom School of Business   1999 — 2003
Bachelor of Science in Business Administration, Marketing, Finance

Kevin O'Toole Kevin O'Toole Greater Boston Area Details
Kevin O'Toole's State Street Global Advisors Experience December 2014 - Present
Job Principal at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   December 2014 - Present
State Street Global Advisors   May 2013 - December 2014
Little Harbor Advisors LLC   August 2011 - May 2013
Merrill Lynch  May 2010 - July 2010
Tuckerbrook Alternative Investments  May 2009 - August 2009

Skills
Series 7, Series 63, Investments, Equities, Mutual Funds, Asset Allocation, Fixed Income, Hedge Funds, Alternative Investments, Investment Management, Trusting Relationships, Networking

Education
Boston College - Wallace E. Carroll Graduate School of Management   2014 — 2017
Master of Business Administration (MBA)

Ithaca College   2007 — 2011
Finance

St. John's Prep

Brian Lawrence Brian Lawrence New York, New York Details
Brian Lawrence's State Street Global Advisors Experience 2010 - 2012
Job Business Development, Equity Research & Portfolio Management
Industry Investment Management
Experience
Global Hunter Securities  2015 - Present
ClearRock Capital  2012 - 2014
State Street Global Advisors   2010 - 2012
MSIM Equity Fund   2010 - 2011
The Private Edge Group at State Street Bank   2008 - 2010
UBS  2007 - 2008
Smith Barney  2007 - 2007
ERA Boston Real Estate Group  2005 - 2007

Skills
Equity Research, Valuation, Financial Modeling, Alternative Investments, Fund Analysis, Marketing Strategy, Investor Relations, Real Estate, Accounting, Financial Analysis, Fundamental Research, Technical Analysis, Portfolio Management, Portfolio Optimization, Asset Allocation, Investment Strategies, Market Research, Research, Analysis, Equities, Private Equity, Hedge Funds, Asset Management

Education
Boston University - School of Management   2010 — 2011
Master of Science (MS), Investment Management

Investment Banking Institute

Harvard University
Financial accounting coursework

Fort Lewis College
Bachelor's, English-Communications

Francis Smith Francis Smith Greater Boston Area Details
Francis Smith's State Street Global Advisors Experience August 2011 - Present
Job Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   August 2011 - Present
First Marblehead  October 2010 - August 2011
PanAgora Asset Management  August 2004 - December 2009
Putnam Investments  July 2001 - August 2004
State Street Global Advisors   February 1998 - July 2001
State Street Global Advisors   July 1993 - February 1998

Education
Boston University
MS, Computer Science

Boston University Questrom School of Business

University of New Hampshire
BA, Mathematics

Eric Tempesta Eric Tempesta Greater Boston Area Details
Eric Tempesta's State Street Global Advisors Experience 2004 - 2006
Job Principal Product Specialist at Charles River Development
Industry Computer Software
Experience
Charles River Development  July 2006 - Present
State Street Global Advisors   2004 - 2006
State Street Global Advisors   2000 - 2003
Putnam Investments  1998 - 2000

Education
Boston College - Wallace E. Carroll Graduate School of Management   1996 — 1999
MSF, Masters of Science in Finance

University of Massachusetts, Amherst   1991 — 1995
BA, Political Science

Kyle Sullivan Kyle Sullivan Boston, Massachusetts Details
Kyle Sullivan's State Street Global Advisors Experience April 2015 - Present
Job Assistant Vice President at State Street Global Advisors
Industry Law Practice
Experience
State Street Global Advisors   April 2015 - Present
State Street Global Advisors   August 2014 - April 2015
Navigant  January 2014 - August 2014
Boston College Law School  September 2013 - December 2013
Boston College Journal of Law and Social Justice   August 2011 - May 2013
Boston College Law School  August 2012 - December 2012
United States Attorney’s Office  May 2012 - August 2012
Federal Bureau of Investigation  June 2011 - January 2012

Skills
Legal Writing, Editing, Public Speaking, Public Policy, Legal Research, Research, Proofreading, Nonprofits, Policy Analysis, Westlaw

Education
Boston College Law School   2010 — 2013
Doctor of Law (JD)

Suffolk University   2006 — 2011
Bachelor of Arts (BA)

Tiffany Luo Tiffany Luo Boston, Massachusetts Details
Tiffany Luo's State Street Global Advisors Experience June 2005 - August 2006
Job
Industry Information Technology and Services
Experience
IBM  May 2015 - Present
The Boston Group  January 2013 - May 2015
The Boston Group  August 2010 - January 2013
Massachusetts Department of Public Utilities  July 2009 - July 2010
Massachusetts Department of Public Utilities  December 2008 - December 2009
University of Massachusetts Amherst  November 2005 - May 2009
Henley Media Group  January 2008 - April 2008
State Street Global Advisors   June 2005 - August 2006

Skills
Advertising, Media Planning

Education
University of Massachusetts, Amherst   2005 — 2009
BA, Advertising and Public Relations

Boston Latin School   1999 — 2005
High School Diploma

Linda Hitchcock Linda Hitchcock Greater Seattle Area Details
Linda Hitchcock's State Street Global Advisors Experience October 2002 - December 2005
Job SENIOR INVESTMENT ANALYST | Investment Marketing |Trends Analysis | Vendor Relations
Industry Investment Management
Experience
Russell Investments  May 2008 - Present
Cleantech Capital Group, LLC,   May 2006 - April 2007
State Street Global Advisors   October 2002 - December 2005
Panagora Asset Management  October 2001 - September 2002
State Street Global Advisors   June 1999 - September 2002
Grantham, Mayo, Van Otterloo   November 1997 - June 1999
State Street Bank and Trust  November 1996 - November 1997
Massachusetts Casualty Insurance Company  March 1995 - November 1996
Hanover Insurance Group  1996 - 1996

Skills
Investments, Asset Managment, Alternative Investments, Mutual Funds, Portfolio Management, Asset Management, Equities, Bloomberg, Asset Allocation, Investment Management, ETFs, Investment Strategies, Hedge Funds, Fixed Income, Risk Management, Financial Analysis, Financial Services, Financial Modeling, Securities

Education
Boston University Questrom School of Business   1999 — 2000
MBA Candidate

University of Rhode Island   1990 — 1994
BS, ECN

Worcester Academy   1987 — 1990
Diploma, Prep School, Honor Student

Jesús Salgado Jesús Salgado Boston, Massachusetts Details
Jesús Salgado's State Street Global Advisors Experience June 2015 - Present
Job Senior Client Service Manager
Industry Investment Management
Experience
State Street Global Advisors   June 2015 - Present
F-Squared Investments  September 2013 - March 2015
BNY Mellon Asset Servicing  July 2011 - December 2012
BNY Mellon  July 2005 - June 2011
BNY Mellon  July 2003 - June 2005
BNY Mellon  July 2002 - June 2003
BNY Mellon  July 2000 - June 2002
BNY Mellon  July 1999 - June 2000

Education
Boston University - School of Management   1997 — 1999
Bachelor of Science (B.S.), Business Administration - International Management

Christopher South Christopher South Washington D.C. Metro Area Details
Christopher South's State Street Global Advisors Experience 2007 - 2009
Job Director, Strategic Client Finance
Industry Hospital & Health Care
Experience
Evolent Health  August 2015 - Present
Tufts Medical Center  2014 - August 2015
Tufts Medical Center  2011 - 2014
Jenzabar  2009 - 2011
James Madison University Duke Club (Boston Chapter)   2007 - 2011
State Street Global Advisors   2007 - 2009
State Street Global Advisors   2005 - 2007
Bank of America Investment Services (Quick & Reilly)   2004 - 2004
Myopia Hunt Club  1998 - 2004

Skills
Data Analysis, Project Management, Microsoft Excel, CRM, Marketing, Business Analysis, Access, PowerPoint, Competitive Analysis, Process Improvement, Market Research, Social Media

Education
Boston University - School of Management   2008 — 2012
MBA, Finance

James Madison University   2001 — 2005
BBA, Computer Information Systems

Hamilton-Wenham Regional High School   1997 — 2001

Jake O'Neil Jake O'Neil Burlington, Vermont Details
Jake O'Neil's State Street Global Advisors Experience June 2007 - September 2010
Job Sr. Program Manager at Burton Snowboards
Industry Internet
Experience
Burton Snowboards  May 2015 - Present
Burton Snowboards  April 2012 - April 2015
Burton Snowboards  September 2010 - March 2012
State Street Global Advisors   June 2007 - September 2010
Verndale  February 2007 - May 2007
Aviva  March 2006 - February 2007
On Point  September 2004 - March 2006
Actio Software Corporation   April 2002 - September 2004

Skills
Program Management, E-commerce, Project Management, Project Planning, Requirements Analysis, PMO, SDLC, Product Management, Software Project..., Change Management, User Experience, Business Planning, Business Analysis, Systems Analysis, Information Architecture, Digital Marketing, Digital Strategy, Process Improvement, Process Engineering, Software Quality..., Vendor Management, Team Management, Team Leadership

Education
Boston University
Certificate

Merrimack College
Bachelor of Arts (BA)

William (Bill) Thompson, Jr. William (Bill) Thompson, Jr. Greater Boston Area Details
William (Bill) Thompson, Jr.'s State Street Global Advisors Experience 1999 - 1999
Job Divisional Sales Director, MidMarket Distribution Team at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.)   2011 - Present
FIDELITY INVESTMENTS WORKPLACE INVESTING   2009 - February 2011
FIDELITY INVESTMENTS WORKPLACE INVESTING   2007 - 2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES  2006 - 2006
FIDELITY INVESTMENTS INSTUTTIONAL SERVICES   2000 - 2005
STATE STREET GLOBAL ADVISORS   1999 - 1999
RUTGERS UNIVERSITY, NORTHEASTERN UNIVERSITY AND BOSTON COLLEGE   1990 - 1998
THE PENNINGTON SCHOOL  1989 - 1989
DARTMOUTH COLLEGE  1988 - 1988

Skills
401k, Sales Process, Investments, Sales Presentations, Distribution Strategies, Licensed for Life,..., Hold Series 7, 63 & 24, Leadership, Marketing Strategy, Program Management, Sales Operations, Mutual Funds, Strategy, Management, Strategic Planning, Financial Services, Retirement, Asset Management, Sales, Finance, Insurance

Education
Boston College - Wallace E. Carroll Graduate School of Management   1998 — 2000
MBA, Business Administration and Management, General

Boston College - Carroll School of Management   1984 — 1988
BS, Business Administration and Management, General

The Pennington School   1978 — 1984
High School

Caroline Lushbough Caroline Lushbough Boston, Massachusetts Details
Caroline Lushbough's State Street Global Advisors Experience February 2015 - Present
Job Marketing Coordinator at State Street Global Advisors
Industry Public Relations and Communications
Experience
State Street Global Advisors   February 2015 - Present
To Cook Is to Love   February 2014 - May 2014
Weber Shandwick  March 2013 - May 2013
The Pollack PR Marketing Group  May 2012 - August 2012

Skills
Public Relations, Facebook, Cision, Social Media, Tumblr, Press Releases, Event Planning, Blogging, Social Networking, Pinterest

Education
Boston University   2010 — 2014
Bachelor's degree, Public Relations, Advertising, and Applied Communication

William Busch William Busch Boston, Massachusetts Details
William Busch's State Street Global Advisors Experience September 2011 - January 2015
Job Associate Director Consultant Relations at Parametric
Industry Investment Management
Experience
Parametric  January 2015 - Present
State Street Global Advisors   September 2011 - January 2015
State Street Global Advisors   March 2010 - September 2011
Bank of America  March 2005 - March 2010
Bank of America  January 2004 - February 2005

Skills
Microsoft Office, Series 7, Series 63

Education
Boston College - Carroll School of Management   2009 — 2012
Master of Business Administration (MBA)

Bowdoin College   1998 — 2002
Bachelor of Arts (B.A.)

Trinity-Pawling

Doug Bertlesman Doug Bertlesman Portland, Maine Area Details
Doug Bertlesman's State Street Global Advisors Experience January 1991 - May 2000
Job
Industry Information Technology and Services
Experience
VONT Performance Digital Marketing  January 2014 - Present
Integra Strategic Technologies   July 2011 - January 2014
Digital Goat Consulting Services LLC   November 2009 - April 2011
Tilson Technology Management  April 2009 - April 2011
Digital Goat Consulting Services   2004 - June 2008
Bowdoin College  2001 - 2004
State Street Global Advisors   January 1991 - May 2000

Skills
Wordpress, MySQL, Usability, Drupal, JavaScript, CMS, PHP, SEO, Microsoft SQL Server, AJAX, E-commerce, Joomla, User Interface Design, Web Strategy, Ektron, CodeIgniter, VB.NET, Accessibility

Education
Hamilton College   1986 — 1990
BA, Computer Science

Boston University Graduate School of Management

Alyssa Albertelli Alyssa Albertelli Boston, Massachusetts Details
Alyssa Albertelli's State Street Global Advisors Experience October 2012 - Present
Job Chief Compliance Officer and SVP at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   October 2012 - Present
State Street Global Advisors   March 2012 - October 2012
Ropes & Gray LLP  July 1997 - January 2012
K&L Gates  1995 - 1997
State Street Bank  August 1991 - May 1993
Investors Bank & Trust  August 1990 - August 1991
Bank of New England  September 1989 - August 1990
Bank of New England  May 1988 - September 1989

Education
Boston University School of Law   1992 — 1995
J.D.

Boston University Questrom School of Business   1988 — 1992
MBA, Management

Simmons College   1983 — 1987
1987, B.A. in Economics and Finance

Jeff Bellavance, CFA Jeff Bellavance, CFA Greater Boston Area Details
Jeff Bellavance, CFA's State Street Global Advisors Experience September 2000 - June 2015
Job Manager Performance and Analytics at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management  June 2015 - Present
State Street Global Advisors   September 2000 - June 2015
Putnam Investments  September 1996 - September 2000

Skills
Attribution, Performance Analysis, Performance Attribution, Derivatives, Performance Measurement, Bloomberg, Mutual Funds, Alternative Investments, Hedge Funds, Investment Management, Fund Accounting, Asset Allocation, ETFs, Fixed Income

Education
Boston College - Wallace E. Carroll Graduate School of Management
Masters, Business/Finance

University of Massachusetts Dartmouth
Bachelors, Management

Peter Wiley, CFA Peter Wiley, CFA Greater Boston Area Details
Peter Wiley, CFA's State Street Global Advisors Experience April 1997 - March 1999
Job Managing Director at West Branch Capital LLC
Industry Financial Services
Experience
West Branch Capital LLC   September 2013 - Present
Blaine Capital Advisors LLC   March 2011 - August 2013
Pioneer Investments  June 2006 - February 2011
Trove Partners, LLC   June 2002 - June 2006
Liberty Funds Group  March 1999 - December 2001
State Street Global Advisors   April 1997 - March 1999
Liberty Funds Group  August 1992 - April 1997
State Street Bank  March 1992 - August 1992
MIT Lincoln Laboratory  September 1988 - March 1992

Skills
Statistics, Portfolio Management, Investment Strategies, Hedge Funds, Equities, Quantitative Analysis, Quantitative Research, Quantitative Modeling, Portfolio Optimization, Statistical Modeling, Model Portfolios, Mutual Funds, Institutional Investors, Alternative Investments, Investments, Investment Management, Securities, Equity Research, Bloomberg, Asset Managment, Quantitative Finance, Stock Picking, Financial Services, R, Financial Modeling, Wealth Management, Mergers & Acquisitions, Institutional..., Strategic Financial..., Quantitative Analytics, Finance, Asset Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   1992 — 1994
MS, Finance

The Ohio State University   1986 — 1988
MS, Computer Science

University of Notre Dame   1982 — 1986
BS, Preprofessional Studies and Information Science

Katia Kashkash Katia Kashkash Greater Boston Area Details
Katia Kashkash's State Street Global Advisors Experience November 2004 - August 2010
Job Principal, Performance & Analytics at SSgA
Industry Investment Management
Experience
State Street Global Advisors   November 2004 - August 2010
Newport Capital Advisers   October 2000 - June 2004

Education
Boston University Questrom School of Business   2008 — 2011
MSIM, Investment Management

Boston University Questrom School of Business   1998 — 2000
BSBA, Business Administration, Finance

Moscow Institute of Foreign Languages   1995 — 1998
Synchronic Translation/English, German, Latin

Patrick Angland Patrick Angland Greater Boston Area Details
Patrick Angland's State Street Global Advisors Experience January 2002 - August 2003
Job Experienced Applications Analyst & IT Professional
Industry Information Technology and Services
Experience
Mintz Levin  September 2011 - Present
Building & Construction Trades Council of the Metropolitan District   November 2013 - Present
Angland Innovations   August 2003 - Present
Marty Walsh for Mayor   September 2013 - November 2013
Edwards Angell Palmer & Dodge LLP  March 2005 - September 2011
Fresenius Medical Care  August 2003 - February 2005
State Street Global Advisors   January 2002 - August 2003
Staples  November 1998 - March 2002

Skills
Visio, Access, Lotus Notes, Active Directory, PowerPoint, SharePoint, Windows 7, VMware, Windows Server, Networking, Troubleshooting, Technical Support, Data Center, Network Administration, Information Technology, Windows XP, Help Desk Support, Project Management, Management, IT Operations, IT Service Management, Disaster Recovery

Education
Wentworth Institute of Technology   1999 — 2003
BS, Computer Science

Boston Latin School   1995 — 1999
High School, College Prepatory

Chad Whipple Chad Whipple Boston, Massachusetts Details
Chad Whipple's State Street Global Advisors Experience June 2005 - June 2007
Job Director of IT Infrastructure at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management  June 2014 - Present
Acadian Asset Management  September 2012 - May 2014
Acadian Asset Management  November 2011 - September 2012
Bain & Company  July 2007 - November 2011
State Street Global Advisors   June 2005 - June 2007

Skills
VMware ESX, VMware, Active Directory, Management, Windows Server, Data Center, Virtualization, Citrix Metaframe, Infrastructure, SharePoint, SAN, Microsoft Exchange, Microsoft SQL Server, CommVault, Disaster Recovery, SQL, IT Strategy

Education
Northeastern University   2001 — 2006
BS, Computer Engineering

Boston University - School of Management
Master of Business Administration (M.B.A.)

Suzanne Brick Suzanne Brick Sunnyvale, California Details
Suzanne Brick's State Street Global Advisors Experience June 2008 - November 2013
Job Online Programs Manager at LitePoint | LinkedIn Open Networker {LION}
Industry Marketing and Advertising
Experience
LitePoint  August 2014 - Present
CDI Corporation  August 2014 - Present
State Street Global Advisors   June 2008 - November 2013
State Street Global Advisors   March 2008 - June 2008
State Street Global Advisors   July 2006 - March 2008
Vantage Deluxe World Travel  August 2004 - July 2006
Freelance  January 2004 - August 2004
MedDev Corporation   February 2001 - January 2003
Peace Corps  September 1999 - October 2000

Skills
SharePoint, Internal Communications, Marketing, Program Management, Training, Marketing Communications, Product Marketing, Editing, Project Management, Web Content Management, Project Planning, Microsoft Excel, Web Content, Process Improvement, Integrated Marketing, Intranet, Access, Visio, Content Management, Microsoft Word, PowerPoint, French, Communication, Product Management, Building Relationships, Community Management, Organization, Research, SharePoint Designer, Writing, Martial Arts, Collaboration, Enterprise Search, Social Media, Corporate Communications, Leadership, Management, Newsletters, Blogging, Social Media Marketing, Social Networking, Online Marketing, Facebook, Business Process..., Business Planning, Email Marketing, Direct Mail, Publishing, Digital Marketing, Strategic Communications

Education
Boston University Questrom School of Business   1995 — 1999
BSBA, Business Management, Operations Management

University of California, Santa Cruz   2002 — 2002
Certificate, Program Management, Project Management

De Anza College   2002 — 2003
Art, Design, Furniture Design

Université Jean Moulin (Lyon III)   1997 — 1997
Management, French

Université de Bourgogne   1997 — 1997
Certificate, French

Jason Santelli Jason Santelli Greater Boston Area Details
Jason Santelli's State Street Global Advisors Experience May 1998 - August 1998
Job Vice President, Analytics at The Kessler Group
Industry Consumer Services
Experience
The Kessler Group  January 2013 - Present
Jason Santelli Enterprises LLC   October 2011 - Present
Vistaprint  November 2009 - April 2011
VistaPrint  November 2005 - December 2009
ARAMARK  November 2003 - November 2005
ARAMARK  November 2001 - November 2003
SAS  May 2000 - August 2000
MaPS  May 1998 - June 1999
State Street Global Advisors   May 1998 - August 1998
Staples Corporation  May 1997 - August 1997

Skills
Database Marketing, SQL, Visual Sciences, Talent Development, Analytics, sas, Unica, SAS, Strategy, Customer Analysis, Analysis, Segmentation, Web Analytics, Predictive Modeling, Integrated Marketing, CRM, Data Warehousing, SEM, Talent Management, Predictive Analytics, Marketing, Data Mining, Customer Acquisition, E-commerce, Google Analytics, Online Marketing, Multi-channel Marketing, Customer Insight, Marketing Research, Direct Marketing, Data Analysis, PPC, Email Marketing, Campaign Management, Competitive Analysis

Education
Boston University   1999 — 2001
MBA, Marketing, General Management

Boston University   1996 — 1998
MA, Statistics

Saint Anselm College   1992 — 1996
BA, Mathematics

Jared Baker Jared Baker Greater Boston Area Details
Jared Baker's State Street Global Advisors Experience 1998 - 2000
Job Vice President at Markit, thinkFolio
Industry Financial Services
Experience
Markit  September 2014 - Present
Tripleshot   April 2013 - September 2014
Charles River Development & Charles River Brokerage, LLC   August 2005 - April 2013
Thomson Financial  March 2001 - August 2005
ONEWORLD Software   2000 - 2001
State Street Global Advisors   1998 - 2000

Skills
Equities, FX, Order Management, Execution Management, Trading, Electronic Trading, Market Data, Low Latency, Securities, Exchange Connectivity, Smart Order Routing, Hedge Funds, Trading Systems, Alternative Trading..., Execution Management..., FX Options, SaaS, Equity Trading, Routing, Financial Markets, Solution Selling, Enterprise Software, Options, Portfolio Management, Financial Services, Foreign Exchange, Capital Markets, Business Development, Investment Management, Derivatives, Series 7, Analytics, Asset Management, Series 63, Relationship Management

Education
Boston University Questrom School of Business   2004 — 2006
Masters, Business Administration

Saint Michael's College   1994 — 1998
BS, Business Administration

Boston University   1996 — 1996
Study Abroad Program, London, Marketing, Advertising, Junior Year - Fall Semester

Thayer Academy   1991 — 1994

Robert Ruck Robert Ruck Greater Boston Area Details
Robert Ruck's State Street Global Advisors Experience April 2000 - June 2001
Job Strategic Client Director at SunGard
Industry Computer Software
Experience
SunGard  August 2010 - Present
The Forze Group LLC   2011 - 2014
Advent Software  January 2005 - August 2010
William Raveis Real Estste   August 2003 - January 2005
Omgeo  June 2001 - June 2002
State Street Global Advisors   April 2000 - June 2001
Thomson Financial  June 1991 - April 2000

Skills
Financial Services, Training, Product Management, Account Management, Strategy, Relationship Management, Portia, Equities, Outsourcing, Trading Systems, Professional Services, Business Analysis, Sales, Management, Business Strategy, Vendor Management

Education
University of Massachusetts Boston   1983 — 1987
Bachelor of Arts (B.A.), Economics & Religion

Boston Latin School   1975 — 1981

Michael Dirstine, CFA, CAIA Michael Dirstine, CFA, CAIA Greater Boston Area Details
Michael Dirstine, CFA, CAIA's State Street Global Advisors Experience January 2005 - May 2012
Job Senior Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments  June 2015 - Present
Eaton Vance  June 2012 - May 2015
State Street Global Advisors   January 2005 - May 2012
State Street Research  2003 - 2005
Putnam Investments  1991 - 2003

Skills
Alternative Investments, Hedge Funds, Asset Allocation, Fixed Income, Series 7, Institutional Sales, Investments, Investment Management, Financial Modeling, Equities, Investment Strategies, Series 63, Corporate Finance, Mutual Funds

Education
Boston College - Wallace E. Carroll Graduate School of Management   1994 — 1996
MS, Finance

University of Massachusetts Boston   1987 — 1991
BS, Management

Rachel DeLorie Galdones Rachel DeLorie Galdones Chicago, Illinois Details
Rachel DeLorie Galdones's State Street Global Advisors Experience December 2005 - December 2006
Job Vice President Global Operations at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Hedge Fund Services  August 2011 - Present
Citadel Investment Group  June 2008 - August 2011
GMO  December 2006 - June 2008
State Street Global Advisors   December 2005 - December 2006
JPMorgan Invest, LLC   2003 - 2005

Skills
Securities, Bloomberg, Fixed Income, Finance, Settlement, Investments, Middle Office, Financial Services, Corporate Actions, Equities

Education
Boston University
MS, Banking and Financial Service Management

McGill University   1998 — 2003
BA, Political Science

Jenna Giannelli Jenna Giannelli Greater New York City Area Details
Jenna Giannelli's State Street Global Advisors Experience July 2007 - April 2010
Job High Yield Analyst at Citi
Industry Investment Banking
Experience
Citi  August 2012 - Present
J.P. Morgan   April 2010 - August 2012
State Street Global Advisors   July 2007 - April 2010
State Street Global Markets  August 2005 - July 2007

Skills
High Yield, Fixed Income Research, Fixed Income, Bloomberg, Bonds, Fixed Income Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   2006 — 2008
Master of Science, Finance

Boston University - School of Management   2002 — 2005
Bachelor of Science, Business

Nancy Tolson Nancy Tolson Greater Boston Area Details
Nancy Tolson's State Street Global Advisors Experience September 2006 - May 2009
Job at Bright Horizons
Industry Education Management
Experience
Bright Horizons  May 2009 - Present
State Street Global Advisors   September 2006 - May 2009

Education
Boston University   2001 — 2003

Evan Scott Evan Scott Greater Boston Area Details
Evan Scott's State Street Global Advisors Experience July 1998 - December 1998
Job QA Manager Lead at Forrester Research
Industry Computer Software
Experience
MFS Investment Management  December 2014 - Present
Forrester Research  December 2010 - April 2014
Fidelity Investments  April 2004 - October 2010
Excelergy  September 2003 - April 2004
Banta Integrated Media  1998 - 2000
State Street Global Advisors   July 1998 - December 1998
Lotus Development  May 1989 - November 1993

Skills
Project Management, Test Planning, Test Strategy, Process Improvement, Quality Assurance, Software Quality..., Test Management, Quality Center, Test Automation, Testing, SDLC, Software Development, Requirements Analysis, Regression Testing, System Testing, Agile Methodologies, SQL, Business Analysis, Oracle, Unix, Web Services, Manual Testing, Java, QTP, Enterprise Software, HP Quality Center

Education
Boston University   1982 — 1986
BA, International Relations

Patricia Sanchez-Marin Patricia Sanchez-Marin New York, New York Details
Patricia Sanchez-Marin's State Street Global Advisors Experience June 2003 - April 2006
Job Executive Director at J. P. Morgan
Industry Investment Banking
Experience
J.P. Morgan   February 2014 - Present
J.P. Morgan   May 2012 - January 2014
Citi Private Bank  November 2009 - February 2012
Citi Private Bank  June 2006 - November 2009
State Street Global Advisors   June 2003 - April 2006
State Street Global Advisors   March 2000 - May 2003
Salem State College  1997 - 1999

Skills
Separately Managed..., Alternative Investments, Hedge Funds, Fixed Income, Equities, Wealth Management, Series 7, Mutual Funds, Asset Managment, ETFs, Portfolio Management, Investments, Investment Strategies, Asset Allocation, Investment Management, Investment Advisory, Emerging Markets, Asset Management, Bloomberg, Due Diligence, Financial Markets, Series 63

Education
Salem State University   1998 — 2000
BA, Finance

Boston College - Wallace E. Carroll Graduate School of Management
Working towards MSF, Finance

Daniel Pasto Daniel Pasto Greater Boston Area Details
Daniel Pasto's State Street Global Advisors Experience 1990 - 1998
Job
Industry Computer Software
Experience
EMC  July 2007 - Present
RSA Security Inc.  2004 - Present
RSA The Security Division of EMC  2003 - Present
Vividon  2001 - 2001
Open Market  1998 - 1999
State Street Global Advisors   1990 - 1998

Skills
Software Quality..., Agile Methodologies, Agile Project Management, Agile Testing, Test Automation, Java Enterprise Edition, C++ Language, Software Development, Release Engineering, Professional Services, Identity Management, Information Security, Unix, Scrum, Linux, Selenium

Education
Boston University   1995 — 1997

Cornell University   1984 — 1988
BS, Computer Science

Howard Winokur, CFA Howard Winokur, CFA Greater Boston Area Details
Howard Winokur, CFA's State Street Global Advisors Experience October 2007 - November 2010
Job Currency Management at State Street Global Markets
Industry Financial Services
Experience
State Street  July 2010 - Present
State Street Global Advisors   October 2007 - November 2010
State Street  July 2003 - October 2007

Education
Boston University Questrom School of Business   2004 — 2007
MBA, Finance Concentration

Syracuse University - Martin J. Whitman School of Management   1999 — 2003
BS, Finance / Accounting

Darrin Wizst Darrin Wizst Greater Boston Area Details
Darrin Wizst's State Street Global Advisors Experience 1994 - 1997
Job Business Development Professional
Industry Outsourcing/Offshoring
Experience
Surge Resources, Inc.   August 2012 - Present
Home Path Financial, L.P.   October 2009 - April 2011
IBM  October 2006 - February 2009
Manning & Napier Advisors  2003 - 2006
Citizens Advisors   2000 - 2002
Scudder Investments  1997 - 2000
State Street Global Advisors   1994 - 1997
Fidelity Investments  1991 - 1994
State Street Bank  1988 - 1991

Skills
Solution Selling, Account Management, Sales, CRM, Strategy, Business Development, Sales Operations, Program Management, Project Management, B2B, Portfolio Management, Risk Management, Business Strategy, Business Planning, Financial Services, Human Resources, Investments, Outsourcing, Marketing Strategy, Leadership

Education
Boston College - Wallace E. Carroll Graduate School of Management   1992 — 1996
Masters, Business Administration

University of Maine   1983 — 1988
BA, Public Management, Economics

Carol Chow Carson Carol Chow Carson Boston, Massachusetts Details
Carol Chow Carson's State Street Global Advisors Experience July 2008 - May 2012
Job Marketing & Sales
Industry Financial Services
Experience
Essex Investment Management  December 2012 - May 2013
State Street Global Advisors   July 2008 - May 2012
Financial Research Corporation  December 2005 - July 2008
Boston Sports Club  2004 - 2008

Skills
Product Management, Market Research, Competitive Analysis, Product Development, Marketing Strategy, Product Strategy, Data Analysis, Analytics, Consumer Insight, Project Management, Relationship Management, Cross-functional..., Financial Services, Investments, Market Analysis, Analysis

Education
Boston University - School of Management   2008 — 2012
MBA, Marketing and Strategy & Business Analysis

Boston University   2000 — 2004

Ami Teruya Ami Teruya Boston, Massachusetts Details
Ami Teruya's State Street Global Advisors Experience March 2012 - Present
Job Portfolio Manager at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   March 2012 - Present
State Street Global Advisors   April 2011 - February 2012
State Street Global Advisors   December 2009 - March 2011
State Street Global Advisors   May 2008 - November 2009
State Street Global Advisors   September 2007 - April 2008
State Street Global Advisors   February 2004 - August 2007

Skills
Equities, Investment Strategies, Research, Portfolio Optimization, Factset, SAS, Matlab, Bloomberg, Quantitative Research, Emerging Markets, Portfolio Management, Investments, Investment Management, Asset Management, Bloomberg Terminal, Valuation, Performance Attribution, Equity Research, Quantitative Finance, Equity Valuation, Quantitative Investing

Education
Boston University - School of Management   2001 — 2003
BSAS, Finance and MIS

Edward Resnick, AVA Edward Resnick, AVA United States Details
Edward Resnick, AVA's State Street Global Advisors Experience October 1993 - December 1998
Job Manager at Deloitte
Industry Investment Management
Experience
Deloitte  October 2013 - Present
Nautic Partners  July 2003 - October 2013
Pergament Advisors, LLC   January 2000 - December 2002
Gamma Capital Management   October 1999 - December 2000
FundQuest  January 1998 - September 1999
State Street Global Advisors   October 1993 - December 1998

Skills
Business Valuation, Private Equity, Hedge Funds, Equities, Venture Capital, Financial Modeling, Investments, Private Placements, Fund Of Funds, Buyouts, Asset Managment, Equity Valuation, Compliance, Registered Investment..., Securities Regulation, SEC regulations, Investment Advisers Act, Valuation

Education
Fordham University - Graduate School of Business Administration   2000 — 2002
Master of Business Administration (MBA), Finance

Boston College - Wallace E. Carroll Graduate School of Management   1997 — 1999
Business Administration and Management, General

Union College   1989 — 1993
BA, Economics

Robert Marchetti Robert Marchetti Greater Boston Area Details
Robert Marchetti's State Street Global Advisors Experience June 2004 - November 2006
Job Client Portfolio Director, Principal at Mercer Investments
Industry Financial Services
Experience
Mercer Investments  April 2014 - Present
Old Mutual  May 2012 - April 2014
Fidelity Investments  December 2006 - May 2012
State Street Global Advisors   June 2004 - November 2006
State Street Global Advisors   August 2001 - June 2004
Deutsche Bank  August 1998 - August 2001

Skills
Series 7, Series 63, Defined Contribution, Business Development, Investments, DCIO, Mutual Funds, Retirement, Sales, Marketing, Building Relationships, Competitive Analysis, Networking

Education
Boston College - Wallace E. Carroll Graduate School of Management   2002 — 2005
MBA, Finance

Fairfield University   1994 — 1998
BS, Finance

St. John's High School

Philip Reardon Philip Reardon Greater Denver Area Details
Philip Reardon's State Street Global Advisors Experience February 2008 - November 2008
Job Assistant Vice President, Portfolio Construction & Product Management at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group  January 2015 - Present
Janus Capital Group  December 2010 - December 2014
Evolution Media Capital LLC   December 2009 - December 2010
State Street Global Advisors   February 2008 - November 2008
State Street Global Advisors   August 2005 - February 2008
State Street Global Advisors   June 2000 - August 2005
State Street Global Advisors   June 1999 - June 2000
BARRA RogersCasey  January 1997 - January 1998
BARRA RogersCasey  January 1996 - January 1997

Skills
Portfolio Management, Equities, Investments, Competitive Analysis, Asset Allocation, Mutual Funds, Investment Management, Strategy, Securities, Financial Services, Investment Banking, Business Strategy, Analytics, Finance, Strategic Financial..., Alternative Investments, Series 7, ETFs, Asset Management, Fixed Income, Hedge Funds

Education
Boston College - Wallace E. Carroll Graduate School of Management   1998 — 2000
Master of Business Administration (MBA), Finance, General

Boston College, Carroll Graduate School of Management   1998 — 2000
Master, Business Administration; Finance

Trinity College   1992 — 1996
Bachelor of Arts, Economics

Trinity College-Hartford   1992 — 1996
BA, Economics

Christopher Thome Christopher Thome Greater Boston Area Details
Christopher Thome's State Street Global Advisors Experience July 2000 - August 2007
Job Assistant General Counsel & Vice President at Bank of America
Industry Law Practice
Experience
Bank of America  July 2013 - Present
Putnam Investments  September 2011 - July 2013
eSecLending  December 2007 - January 2011
State Street Global Advisors   July 2000 - August 2007
Goodwin Procter LLP  July 1995 - June 2000
Harter Secrest & Emery LLP  September 1993 - June 1995
United States Marine Corps  May 1986 - September 1990

Skills
Securities, Risk Management, Securities Regulation, Corporate Governance, Alternative Investments, Mutual Funds, Due Diligence, Mergers & Acquisitions, Asset Management, Hedge Funds, Investments, Financial Services, Capital Markets

Education
Boston College Law School   1990 — 1993
JD

University of Rochester   1982 — 1986
BA, Anthropology and History

Sherry Hui, CFA Sherry Hui, CFA Greater Boston Area Details
Sherry Hui, CFA's State Street Global Advisors Experience January 2011 - Present
Job Managing Director at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   January 2011 - Present
State Street Global Advisors   1995 - 2010
MIT  November 1993 - November 1995

Skills
Equities, Portfolio Optimization, Fixed Income, Derivatives, Trading Systems, Asset Management, Portfolio Management, Quantitative Finance, Alternative Investments, Hedge Funds, Bloomberg, Market Data

Education
Boston University
Ph.D, Astrophysics

Ken Kubec Ken Kubec Greater Boston Area Details
Ken Kubec's State Street Global Advisors Experience June 2006 - December 2007
Job Director, Investment Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management  November 2013 - Present
Pyramis Global Advisors  May 2009 - October 2013
State Streeet Global Advisors   January 2008 - November 2009
State Street Global Advisors   June 2006 - December 2007
State Street Global Advisors   October 2003 - June 2006

Education
Boston University Questrom School of Business   2007 — 2009
MBA, Finance

Boston University   2006 — 2009
MBA

Colgate University   1998 — 2002
English

St. Ignatius   1994 — 1998

Jason Brafman Jason Brafman Greater Boston Area Details
Jason Brafman's State Street Global Advisors Experience 2001 - 2003
Job Sr. Manager at John Hancock
Industry Financial Services
Experience
John Hancock - Retirement Plan Services  November 2012 - Present
John Hancock - Retirement Plan Services  January 2011 - November 2012
John Hancock Retirement Services  June 2007 - December 2010
John Hancock - Investment Management Services   2005 - December 2010
State Street Global Advisors   2001 - 2003

Skills
Series 7, Series 63, Morningstar, Investments, CRPS, Mutual Funds, 401k, Retirement Planning, Asset Allocation, Financial Services, Series 6, Wealth Management, Retirement

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2004
MBA, Finance

University of Maryland College Park   1990 — 1994
BA, History

Carlos Morales Carlos Morales Greater Boston Area Details
Carlos Morales's State Street Global Advisors Experience 2005 - 2007
Job Quantitative Investor
Industry Financial Services
Experience
GMO  August 2013 - Present
Wellington Management  February 2007 - August 2013
State Street  February 2005 - January 2007
State Street Global Advisors   2005 - 2007
Worcester Polytechnic Institute  September 2002 - January 2005
Edison Mission Energy  February 1999 - May 2002

Skills
Statistics, Risk Management, Quantitative Investing, Monte Carlo Simulation, Matlab, Financial Risk, Credit Derivatives

Education
Boston University   1997 — 2002
Ph.D., Mathematics

University of Houston   1987 — 1995
BA, math, philosophy

Henry Lanza Henry Lanza Greater Boston Area Details
Henry Lanza's State Street Global Advisors Experience 2003 - 2009
Job Capital Planning Manager, Vice President at Rockland Trust
Industry Financial Services
Experience
Rockland Trust  September 2015 - Present
Santander Bank, N.A.   April 2014 - September 2015
State Street  July 2009 - April 2014
State Street Global Advisors   2003 - 2009

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2010
MSF

Northeastern University   1997 — 2002

Susan Crimmins Susan Crimmins Greater Boston Area Details
Susan Crimmins's State Street Global Advisors Experience April 2009 - Present
Job Vice President at State Street Global Advisors
Industry Information Technology and Services
Experience
State Street Global Advisors   April 2009 - Present
Fidelity Investments  July 2007 - December 2008
BearingPoint  July 2002 - July 2007
PwC Consulting  January 1995 - July 2002
Pitney Bowes Management Services  1988 - 1994

Education
Boston College - Wallace E. Carroll Graduate School of Management   1990 — 1992
MBA

Trinity University-Washington   1983 — 1987
BA, Biology / Psychology

Pierre E. Auguste Pierre E. Auguste Greater Los Angeles Area Details
Pierre E. Auguste's State Street Global Advisors Experience January 2004 - July 2005
Job MBA, Financial Services & Analysis Professional
Industry Financial Services
Experience
Enterprise Holdings  September 2012 - June 2015
Enterprise Holdings Inc.  June 2009 - September 2012
State Street Global Advisors   January 2004 - July 2005
Hyams Foundation  2002 - 2005
State Street Global Advisors   1998 - 2003

Skills
Portfolio Management, Equities, Fixed Income, Bloomberg, Hedge Funds, Asset Management, Capital Markets, Trading, Investments, Alternative Investments, Financial Statement..., Microsoft Excel, Asset Managment, Finance, Investment Management, Accounting, Financial Markets, Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2001 — 2003
MBA, Finance, 3.5 GPA

Boston College - Carroll School of Management
B.S., Marketing/Finance

Bruce Walbridge Bruce Walbridge Greater Boston Area Details
Bruce Walbridge's State Street Global Advisors Experience March 1987 - May 2006
Job Vice President at Smitty's Pub
Industry Investment Management
Experience
Smitty's Pub, Burlington, VT   August 2014 - Present
Town of Stow Finance Committee   June 2010 - Present
NewDay Real Estate   2010 - Present
Fischer Francis Trees & Watts, Inc   January 2010 - June 2015
Fortis Investments  May 2006 - January 2010
AVLL   2003 - 2007
State Street Global Advisors   March 1987 - May 2006

Skills
Portfolio Management, Investments, Trading, Credit Analysis, Finance, Bonds, Asset Allocation, High Yield, Fixed Income, Asset Management, Management, Asset Managment, Credit

Education
Boston University Questrom School of Business   1990 — 1993
MBA, Finance

Boston University - School of Management   1984 — 1987
BS, Business Administration - Finance

Champlain College   1982 — 1983
Associates, Business Administration

Abdi Yusuf Abdi Yusuf Greater Boston Area Details
Abdi Yusuf's State Street Global Advisors Experience 2000 - Present
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   2000 - Present
Acacia-tree Beverages Company   2013 - 2014
Acacia-tree Beverages Company   2013 - 2014

Skills
Middle Office, Corporate Actions, Fixed Income, Equities, Bloomberg, Performance Measurement, Data Management, Financial Services, Business Analysis, Securities, Mutual Funds, Derivatives, Global Custody, Back Office, Hedge Funds, Alternative Investments, Asset Management

Education
Boston University - School of Management   1989 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General

Barb Shegog Barb Shegog Greater Boston Area Details
Barb Shegog's State Street Global Advisors Experience November 1997 - Present
Job portfolio manager at ssga
Industry Investment Management
Experience
State Street Global Advisors   November 1997 - Present
Scudder Investments  July 1994 - November 1997

Education
Boston University Questrom School of Business   1994 — 1997
MBA, Busines

Lafayette College   1984 — 1988

John Veit, CFA John Veit, CFA New York, New York Details
John Veit, CFA's State Street Global Advisors Experience May 2009 - August 2009
Job Vice President, Global Wealth Investment Management and Guidance at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch  February 2012 - Present
Merrill Lynch  August 2010 - January 2012
State Street Global Advisors   May 2009 - August 2009
JP Morgan  July 2005 - June 2008

Education
Duke University - The Fuqua School of Business   2008 — 2010
MBA, Investments, Financial Analysis

Boston University   2001 — 2005
BSBA, Finance

Samantha Carleton Samantha Carleton Greater Philadelphia Area Details
Samantha Carleton's State Street Global Advisors Experience May 2001 - November 2004
Job Senior Relationship Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management  November 2006 - Present
TIAA-CREF  May 2005 - November 2006
State Street Global Advisors   May 2001 - November 2004
Mercer Investment Consulting  January 2000 - May 2001
Wellington Management  June 1996 - December 1999

Skills
Portfolio Management, Financial Services, Mutual Funds, Strategy, Asset Allocation, Alternative Investments, Fixed Income, Asset Managment, Investment Strategies, Investment Management, Investments, Series 7, Series 63, Wealth Management, Securities, Institutional...

Education
Boston College - Wallace E. Carroll Graduate School of Management   1991 — 1993
mba, Finance, General

Erasmus Universiteit Rotterdam   1991 — 1992
mba, General Studies

University of Vermont   1986 — 1990
BA Economics, Economics

Hanover high

Nick Trépanier Nick Trépanier Ithaca, New York Details
Nick Trépanier's State Street Global Advisors Experience May 2015 - Present
Job Enterprise Data Management System Architect
Industry Financial Services
Experience
State Street Global Advisors   May 2015 - Present
State Street Global Advisors   March 2012 - Present

Skills
Unix, Software Development, Sybase, Linux, Databases, Java, SQL, Visual Basic, Software Project..., Market Data, Python, Oracle, Database Design, Data Analysis, .NET, Equities, Java Enterprise Edition, C, C++, Oracle SQL, Sybase ASE, MS Project, Cadis, MarkIT EDM, Microsoft Project, Microsoft SQL Server, PL/SQL, SDLC, Business Analysis, Agile Methodologies, Fixed Income, Vendor Management, Derivatives, Bloomberg, Financial Services, Requirements Analysis, Analysis

Education
Boston University   1997 — 2001
Bachelor of Arts, Computer Science

Lewiston High School   1993 — 1997

James Rita III James Rita III Greater Boston Area Details
James Rita III's State Street Global Advisors Experience 2001 - 2007
Job Asst Vice President at Eastern Bank
Industry Financial Services
Experience
Eastern Bank  April 2014 - Present
State Street  2010 - April 2014
JPMorgan Chase  October 2007 - August 2010
Financial Research Corporation  February 2007 - October 2007
State Street Global Advisors   2001 - 2007

Skills
Financial Analysis, Equities

Education
Boston University   2005 — 2007
MS, Finance

Villanova University   1997 — 2001
BS, Management

Nicholas Sacca III Nicholas Sacca III Greater Boston Area Details
Nicholas Sacca III's State Street Global Advisors Experience September 2012 - Present
Job Analyst, Global Product Research & Competitive Analysis
Industry Financial Services
Experience
State Street Global Advisors   September 2012 - Present
State Street Global Advisors   March 2011 - September 2012
State Street Global Advisors   July 2010 - March 2011
State Street Global Advisors   July 2007 - July 2010

Skills
ETFs, Series 7, Series 63

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

Saint Anselm College   2003 — 2007
BA, Financial Economics

Rocco Romano Rocco Romano Greater New York City Area Details
Rocco Romano's State Street Global Advisors Experience October 2005 - March 2006
Job Vice President at State Street
Industry Financial Services
Experience
State Street  October 2012 - Present
Goldman Sachs  September 2007 - October 2012
State Street  April 2007 - August 2007
Citco  April 2006 - April 2007
State Street Global Advisors   October 2005 - March 2006
State Street  March 2001 - October 2005
All Star Staffing, LLC  January 2001 - March 2001
County Line Mason Supplies   June 1996 - December 2000

Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Alternative Investments, Derivatives, Asset Management, Private Equity, Capital Markets, Valuation, Securities, Financial Modeling, Investment Banking, Investments, Portfolio Management, Due Diligence, Investment Management

Education
Boston University   2002 — 2005
MS, Finance

State University of New York at Old Westbury   1997 — 2000
B.A, American History

Suffolk County Community College   1996 — 1997
A.A., Liberal Arts

State University of New York at Albany   1993 — 1995
Anthropology

Walt Whitman   1989 — 1993

Greg Crellin Greg Crellin Providence, Rhode Island Area Details
Greg Crellin's State Street Global Advisors Experience August 2011 - June 2013
Job Consultant Business Process Management and Business Process Improvement
Industry Information Technology and Services
Experience
Harvard University  February 2015 - June 2015
State Street Global Advisors   August 2011 - June 2013
Biogen Idec  February 2010 - December 2010
EMC  January 2006 - March 2009
Boston Industrial Consulting  January 1996 - November 2005
Industrial Data Technologies   January 1990 - December 1995
Crellin Handling Equipment   January 1975 - December 1989

Skills
Process Mapping, Business Process..., Business Process, Lean Sigma, Business Analysis, Business Process Mapping, Six Sigma, Requirements Analysis, Requirements Gathering, Continuous Improvement, Consulting, Process Improvement, Software Project..., Lean Manufacturing, Business Process Design, Document Management, Management, Analysis, Leadership, Pre-sales, Business Process..., Operational Excellence, SDLC, IT Strategy, Business Process..., Strategy, Program Management, Business Transformation

Education
Boston University
BA, Psychology

Bryant University
MBA, Incomplete

Maria F. Pino, CFA Maria F. Pino, CFA Greater Boston Area Details
Maria F. Pino, CFA's State Street Global Advisors Experience May 1997 - Present
Job Senior Portfolio Manager at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   May 1997 - Present
Partners HealthCare System  October 1993 - April 1997
Commonwealth of Massachusetts State Treasurer's Office   June 1977 - May 1991

Skills
Asset Management, Cash Management, Fixed Income, Investments, Money Market, Mutual Funds, Portfolio Management, Securities, Securities Lending, Bonds, Equities, Management

Education
Northeastern University   2001 — 2009
BS, Biological Science

Boston University   1994 — 1997
MBA

Northeastern University   1991 — 1993
MA, Economics

Providence College   1977 — 1981
BS, Accounting

Sandy Tam Sandy Tam Greater Boston Area Details
Sandy Tam's State Street Global Advisors Experience March 2011 - July 2015
Job Senior Business Systems Analyst
Industry Financial Services
Experience
Eaton Vance  July 2015 - Present
State Street Global Advisors   March 2011 - July 2015
Eze Castle Software  January 2005 - March 2011
State Street  September 2003 - December 2004

Skills
Trading Systems, Business Analysis, Requirements Analysis, User Acceptance Testing, Troubleshooting, Order Management, SQL, Banking, Quality Assurance, Trading

Education
Boston College - Wallace E. Carroll Graduate School of Management   1999 — 2003
Bachelor of Science, Finance and Information Systems

Boston Latin Academy

David Marchetti David Marchetti Boston, Massachusetts Details
David Marchetti's State Street Global Advisors Experience December 2013 - Present
Job Senior Associate Fixed Income Portfolio Operations Analyst at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   December 2013 - Present
State Street  September 2011 - November 2013
State Street  February 2010 - September 2011
State Street  February 2009 - February 2010

Skills
Investments, Financial Analysis, Mutual Funds, Equities, Securities

Education
Boston University   2004 — 2008
Bachelor's degree, Business Administration and Management, Finance

2016 Level II Candidate in the CFA Program

Mark D'Alfonso Mark D'Alfonso Greater Boston Area Details
Mark D'Alfonso's State Street Global Advisors Experience March 2010 - Present
Job Vice President Application Group Lead at State Street Global Advisors
Industry Information Technology and Services
Experience
State Street Global Advisors   March 2010 - Present
State Street Global Advisors   January 2004 - April 2010
Gillette  2003 - 2003
Boston Beer Company  January 2002 - June 2002

Skills
Mutual Funds, Derivatives, Bloomberg, Business Analysis, Fixed Income, Asset Managment, Equities

Education
Boston University - School of Management   2008 — 2011
MBA, Finance

Northeastern University   2000 — 2005
BS, Business, IT and Finance

Steve Canter, Jr. CFA Steve Canter, Jr. CFA Greater New York City Area Details
Steve Canter, Jr. CFA's State Street Global Advisors Experience 1994 - 2007
Job Director at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management  May 2013 - Present
UBS Investment Bank  June 2009 - May 2013
Ellington Management Group  2007 - November 2009
State Street Global Advisors   1994 - 2007

Skills
Emerging Markets, Investments, Debt, Trading, Valuation, Credit Analysis, Fixed Income, High Yield, Hedge Funds, Wealth Management, Series 7, Credit, Credit Risk, Financial Risk

Education
Boston University   1990 — 1994
BA, Economics

Suffield Academy   1986 — 1990

John Tucker John Tucker Greater Boston Area Details
John Tucker's State Street Global Advisors Experience 1988 - Present
Job Managing Director at SSGA
Industry Investment Management
Experience
SSGA  1988 - Present
State Street Global Advisors   1988 - Present

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

Trinity College-Hartford   1983 — 1987
BA, Economics

Robert Mallion Robert Mallion Greater Boston Area Details
Robert Mallion's State Street Global Advisors Experience January 2005 - November 2008
Job Computer & Network Security Professional
Industry Computer & Network Security
Experience
State Street Global Advisors   January 2005 - November 2008
Northeastern University  1975 - 1998

Education
Northeastern University   1961 — 1966
B.S. Ed., Sciences, Math

Boston University
M. Ed., Communications Technology

David Umstead David Umstead Greater Boston Area Details
David Umstead's State Street Global Advisors Experience June 1984 - June 1986
Job President, Cape Ann Capital, Inc.
Industry Financial Services
Experience
Cape Ann Capital, Inc.   April 1999 - Present
Independence International Associates, Inc.   October 1996 - January 1999
Independence International Associates   1996 - 1999
Boston International Advisors, Inc.   June 1986 - October 1996
State Street Global Advisors   June 1984 - June 1986
Putnam Management Company, Inc.   January 1978 - June 1984
The Wharton School of Finance   September 1975 - June 1978

Skills
Returns-based style..., Asset Allocation, Portfolio Management, Investments, Mutual Funds, Portfolio Optimization, Asset Management

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1972 — 1975
Ph.D., Finance

Boston University Questrom School of Business   1969 — 1972
MBA, Finance

Massachusetts Institute of Technology   1964 — 1966
MS, Mechanical Engineering

University of Vermont   1960 — 1964
BS, Mechanical Engineering

Hui Tin Chua Hui Tin Chua Providence, Rhode Island Area Details
Hui Tin Chua's State Street Global Advisors Experience 1997 - 2004
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Fidelity Investments  2005 - 2009
State Street Global Advisors   1997 - 2004
State Street  1991 - 1997

Skills
Database Marketing, Mutual Funds

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

National University of Singapore
BA, Architecture

Christian Heckendorf Christian Heckendorf Greater Boston Area Details
Christian Heckendorf's State Street Global Advisors Experience January 2008 - May 2008
Job Research Fellow at Boston University
Industry Computer Software
Experience
Boston University  October 2010 - Present
Center for Community & Learning Partnerships   September 2008 - December 2008
State Street Global Advisors   January 2008 - May 2008

Skills
Linux, Java, JavaScript, Perl, Software Development, C, FreeBSD, Parallel Programming, Scientific Computing, System Administration

Education
Boston University   2011 — 2014
Master of Science (MS), Computer Science, 3.83

Wentworth Institute of Technology   2005 — 2009
Bachelor of Science, Computer Network and Information Systems

Cheryl Klim Cheryl Klim United States Details
Cheryl Klim's State Street Global Advisors Experience January 1999 - January 2000
Job Founder at ALANIS Relationship Associates, Hanover, MA
Industry Management Consulting
Experience
ALANIS Relationship Associates, Hanover, MA   2004 - Present
Omgeo/Thomson Financial ESG   January 2000 - January 2003
STATE STREET GLOBAL ADVISORS   January 1999 - January 2000
STATE STREET CORP  January 1994 - January 1999
STATE STREET CORP  January 1992 - January 1994

Education
Boston University
MBA

University of Nevada-Las Vegas
Bachelor of Arts & Sciences

Boston University
MBA

Peter Ambrosini Peter Ambrosini Greater Boston Area Details
Peter Ambrosini's State Street Global Advisors Experience 2001 - 2007
Job Principal at Dover Consultants LLC
Industry Financial Services
Experience
Dover Consultants LLC   2007 - Present
State Street Global Advisors   2001 - 2007
PricewaterhouseCoopers LLP  1985 - 2001

Skills
Mutual Funds, Securities, Private Equity, Asset Management, Corporate Governance, Investment Advisory, Asset Managment, Investment Management, Auditing, Management, Alternative Investments, Hedge Funds, Investments, SEC, Financial Services, Due Diligence

Education
Boston College Law School   1965 — 1968
Juris Doctor, Law

College of the Holy Cross
BA, History and Classics

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

Yaonan Zhang Yaonan Zhang United States Details
Yaonan Zhang's State Street Global Advisors Experience June 2014 - August 2014
Job Quantitative Researcher at State Street Associates
Industry Financial Services
Experience
State Street Associates  May 2015 - Present
Boston University  September 2011 - May 2015
State Street Global Advisors   June 2014 - August 2014
State Street Global Advisors   June 2013 - August 2013
RBC Capital Markets  June 2012 - August 2012

Skills
R, Matlab, Quantitative Finance, Statistics, Quantitative Analytics, Monte Carlo Simulation, SAS, VBA, Statistical Modeling, Mathematical Modeling, Data Mining, Probability, Portfolio Optimization, Time Series Analysis, Valuation, Python, Econometrics, Economics, Data Analysis, SQL, Linear Regression, Financial Modeling, Optimization, LaTeX, SAS programming, Mandarin, Financial Engineering, Fixed Income, Bloomberg Terminal, Credit Risk, Derivatives, Logistic Regression, Machine Learning, Equity Derivatives, Market Risk, Operations Research, Options, Predictive Modeling, Mathematica, Equity Research, Bloomberg, Applied Mathematics, Stata, Credit Derivatives

Education
Boston University   2010 — 2015
Doctor of Philosophy (Ph.D.), Mathematics and Statistics

University of Michigan   2008 — 2009
Master of Science (M.S.), Financial Engineering

Wuhan University   2004 — 2008
BA, Mathematical Finance

Todd McFarland Todd McFarland Greater Boston Area Details
Todd McFarland's State Street Global Advisors Experience June 2001 - Present
Job Head of IT Architecture at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   June 2001 - Present
Fidelity Investments  May 1998 - June 2001

Skills
Fixed Income, Portfolio Management, Equities, Bloomberg

Education
Boston College - Carroll School of Management   1992 — 1995
Master of Finance, Finance, General, Cumulative GPA 3.8

Jack Watts Jack Watts Boston, Massachusetts Details
Jack Watts's State Street Global Advisors Experience September 1994 - Present
Job Vice President State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   September 1994 - Present

Skills
Mutual Funds, ETFs

Education
Boston University Questrom School of Business
B.S.

Concord Carlisle High School

James Horrocks CFP® AIF® MBA James Horrocks CFP® AIF® MBA Greater Boston Area Details
James Horrocks CFP® AIF® MBA's State Street Global Advisors Experience 1996 - 1997
Job CEO/Managing Partner at Coastal Capital Group, LLC
Industry Financial Services
Experience
Coastal Capital Group, LLC  January 2010 - Present
Integrated Financial Partners  1997 - Present
State Street Global Advisors   1996 - 1997
New England Mutual   1994 - 1995

Skills
Financial Analysis, Strategic Financial..., Wealth Management, Financial Advisory, Wealth Management..., Certified Financial..., AIF, Accredited Investment...

Education
Boston University Graduate School of Management
Master of Business Administration (MBA), Finance and Financial Management Services

University of Massachusetts, Amherst
Bachelor of Science Degree, Finance and Financial Management Services, Minors in Economics and Spanish

Elisabet Schimmel Elisabet Schimmel Greater Boston Area Details
Elisabet Schimmel's State Street Global Advisors Experience August 2013 - Present
Job Principal, Investment Operations Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   August 2013 - Present
State Street Global Advisors   September 2007 - July 2013
State Street Bank  November 2003 - August 2007
U.S. Bancorp   January 2003 - October 2003
State Street Corporation  December 2001 - January 2003
State Street Corporation  March 2001 - August 2001
The Gillette Company  June 2000 - December 2000

Skills
Portfolio Management, Equities, Accounting, Financial Services, Trading, Business Analysis, Financial Reporting, Securities, Mutual Funds, Financial Analysis, Analysis, Analytics, Investments, Finance, Account Reconciliation

Education
Boston University
Masters Degree, Finance and Economics

Northeastern University
Bachelor of Science Degree, Finance/International Business

Carl Hanson Carl Hanson Greater Boston Area Details
Carl Hanson's State Street Global Advisors Experience 2004 - 2006
Job Equity Trader at LMCG Investments, LLC
Industry Investment Management
Experience
LMCG Investments, LLC  December 2010 - Present
Lee Munder Capital Group  December 2006 - December 2010
State Street Global Advisors   2004 - 2006

Skills
Bloomberg, Valuation, Trading, Portfolio Management, Investments, Fixed Income, Equities, Asset Management, Mutual Funds, Alternative Investments, Series 7, Equity Research, Hedge Funds

Education
Boston University   2007 — 2011
MS, Financial Economics

University of Colorado at Boulder   1999 — 2003
BS, Finance

Staci Reardon Staci Reardon Greater Boston Area Details
Staci Reardon's State Street Global Advisors Experience August 1990 - December 2011
Job Former Head of Institutional Relationship Management at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   August 1990 - December 2011

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

University of St. Thomas
BA, Finance

Kenneth Berlin, CFA Kenneth Berlin, CFA Chicago, Illinois Details
Kenneth Berlin, CFA's State Street Global Advisors Experience October 2009 - August 2012
Job Senior Research Analyst at Legal & General Investment Management
Industry Investment Management
Experience
Legal & General  August 2012 - Present
State Street Global Advisors   October 2009 - August 2012
Aviva Investors  February 2002 - October 2009

Skills
High Yield, Fixed Income, Credit Analysis, Credit, Asset Management

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

Union College   1994 — 1997
MS, Engineering

Syracuse University   1988 — 1992
BS, Engineering

Chris Pullman Chris Pullman Chicago, Illinois Details
Chris Pullman's State Street Global Advisors Experience June 2013 - August 2013
Job Term Clerk
Industry Judiciary
Experience
U.S. Judiciary   May 2015 - Present
Office of the Chapter 13 Trustee  May 2014 - December 2014
U.S. Judiciary   June 2014 - August 2014
State Street Global Advisors   June 2013 - August 2013
Nova 401(k) Associates   January 2011 - June 2012
Loren D. Stark Company, Inc.   April 2009 - January 2011
TDH Personalized Pensions, Inc.   September 2007 - December 2008
The Vanguard Group, Inc.   July 2005 - September 2007

Skills
Series 6, Series 63, Pensions, Mutual Funds, 401k, Retirement, Retirement Planning, Retirement Plan..., ERISA, Defined Contribution, Defined Benefit, Profit Sharing

Education
Boston College Law School   2012 — 2015
Juris Doctor (J.D.)

Indiana University Bloomington   2003 — 2005
Master's Degree, Composition, Japanese Linguistics

Indiana University Bloomington   1999 — 2003
Bachelor's Degree, Flute Performance, Japanese Language and Literature

Cheuk Wan Cheuk Wan Greater Boston Area Details
Cheuk Wan's State Street Global Advisors Experience April 2013 - January 2014
Job Staff Accountant Eze Software Group
Industry Financial Services
Experience
Eze Castle Software Group   January 2014 - June 2014
State Street Global Advisors   April 2013 - January 2014
State Street  March 2012 - April 2013

Skills
Fund Accounting, Bloomberg, Financial Reporting, Access, Auditing, Microsoft Excel, Process Improvement, Data Analysis, PowerPoint, Outlook, Microsoft Word, Financial Statements, Microsoft Office, Customer Service, Financial Analysis, Financial Accounting, Accounting, Fixed Income, Mutual Funds, Financial Services, Finance, Analysis

Education
UMass Boston   2009 — 2012
Master of Science (M.S.), Accounting

Boston University   2000 — 2005
Bachelor, Human Physiology

Brad Aham, CFA Brad Aham, CFA Greater Boston Area Details
Brad Aham, CFA's State Street Global Advisors Experience June 1993 - December 2011
Job Chief Investment Officer at Bluefish Property Group LLC
Industry Real Estate
Experience
Bluefish Property Group LLC   December 2011 - Present
State Street Global Advisors   June 1993 - December 2011

Education
Boston University Graduate School of Management
MBA

Brandeis University
BA, Mathematics, Economics

Jessica Joseph Jessica Joseph Greater Boston Area Details
Jessica Joseph's State Street Global Advisors Experience 2006 - 2007
Job Admissions Counselor at Northeastern University
Industry Higher Education
Experience
Northeastern University  August 2013 - Present
Northeastern University  September 2011 - August 2013
Brown University  June 2011 - August 2011
Salem State University  July 2010 - May 2011
State Street Global Advisors   2006 - 2007

Skills
Data Entry, Higher Education, Public Speaking, Group Presentations, Staff Supervision, Student Staff Training, Reception, Student Recruitment, Customer Service, Telephone Skills, Student Recruiting, Recruiting, Residence Life, Student Affairs, Admissions, Research, Employee Training, Leadership, Interviews

Education
Curry College   2007 — 2010
Bachelor’s Degree, Health

Boston Latin School   2000 — 2006
High School Diploma, High School/Secondary Diploma Programs

Ann Diep Ann Diep Greater Boston Area Details
Ann Diep's State Street Global Advisors Experience September 2000 - April 2005
Job
Industry Computer Software
Experience
Demandware  January 2013 - Present
Kronos  May 2005 - June 2012
State Street Global Advisors   September 2000 - April 2005
State Street  1999 - 2000
Logica  1997 - 1999
Xyvision  1996 - 1997
Raytheon  1993 - 1996

Skills
C#, Java, JSP, SQL, XML, Perl, Tcl-Tk, Unix Shell Scripting, Agile Methodologies, Selenium, JUnit, VMware Lab Manager 4.0, Web Applications, Testing, Databases, JBoss Application Server, Microsoft SQL Server, Enterprise Software, Scrum, Solaris

Education
Boston University
Bachelor of Science (BS), Computer Engineering

Andrew Tricco Andrew Tricco West Roxbury, Massachusetts Details
Andrew Tricco's State Street Global Advisors Experience July 2015 - Present
Job CAM Account Associate at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   July 2015 - Present
State Street  July 2010 - July 2015
State Street  June 2007 - June 2010

Skills
Securities, SQL, Mutual Funds, Financial Services

Education
Wentworth Institute of Technology   1999 — 2004
Bachelor of Science (BS), Computer Science

Boston Latin School   1993 — 1999

Courtney Canter Courtney Canter Greater New York City Area Details
Courtney Canter's State Street Global Advisors Experience April 2003 - November 2004
Job Design Associate at Pimlico
Industry Financial Services
Experience
Pimlico   September 2014 - Present
Rosemary Hallgarten Inc   June 2012 - June 2014
Columbia Management  November 2004 - March 2007
State Street Global Advisors   April 2003 - November 2004
State Street Global Advisors   April 1999 - March 2003
State Street Global Advisors   November 1997 - March 1999

Skills
Investments, Securities, Trading, Mutual Funds, Credit, Analysis, Bonds, Management, Accounting, Account Reconciliation, Asset Allocation, Economics, Investment Banking

Education
University of Massachusetts, Amherst   1992 — 1996
Bachelor's degree, Finance, General

Boston Latin School   1987 — 1992

Robert Dudley, CIPM Robert Dudley, CIPM Boston, Massachusetts Details
Robert Dudley, CIPM's State Street Global Advisors Experience August 2007 - Present
Job Senior Performance Analyst at SSgA
Industry Investment Management
Experience
State Street Global Advisors   August 2007 - Present

Skills
Bloomberg, Fixed Income, Asset Allocation, Equities, Portfolio Management, Investments, Asset Management, Mutual Funds, Financial Analysis, Valuation

Education
Boston University
Master of Business Administration (MBA), Finance

Northeastern University
BSBA, Marketing, summa cum laude, Highest GPA in Major (3.77)

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