State Street Global Advisors
Industry: Financial services company
DescriptionState Street Global Advisors is the investment management division of State Street Corporation and the world's fifth largest asset manager, with nearly $2.8 trillion in assets under management as of 31 December 2017. Assets under management: 2.8 trillion USD (2017) CEO: Cyrus Taraporevala (Nov 2017–) Headquarters: Boston, Massachusetts, United States Parent organization: State Street Corporation Number of employees: 2,500 Subsidiaries: SSGA FUNDS MANAGEMENT INC,
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State Street Global Advisors Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
Bright Horizons May 2009 - Present
State Street Global Advisors September 2006 - May 2009
Education
Boston University 2001 — 2003
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Pioneer Investments September 2011 - Present
State Street Global Advisors March 2010 - September 2011
State Street Global Advisors October 2006 - March 2010
State Street Global Advisors January 2001 - October 2006
Education
Boston College - Carroll School of Management
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Providence College
B.S., Business Management
Braintree High School
State Street 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
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
State Street Global Advisors September 1994 - Present
Skills
Mutual Funds, ETFs
Education
Boston University Questrom School of Business
B.S.
Concord Carlisle High School
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
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
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
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
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
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
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
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
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
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
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
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
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)