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
State Street Global Advisors August 2015 - Present
Commonwealth of Massachusetts July 2014 - August 2015
Commonwealth of Massachusetts May 2014 - August 2015
Commonwealth of Massachusetts June 2013 - June 2014
Bank of America / Merrill Lynch February 2013 - May 2013
Privo Technologies / MIT May 2012 - August 2012
Sonya-Soft June 2006 - August 2006
Sectra LLC April 2005 - June 2005
Skills
Databases, Networking, Cloud Computing, Project Management, Microsoft Exchange, Microsoft Office, HTML, ITIL, IT Operations, Business Analysis, Enterprise IT..., Windows 7, .NET, Microsoft SQL Server, Oracle SQL Developer, Wireless Networking, Quality Assurance, ASP.NET, SQL, Web Applications, Computer Hardware, Website Development, Dreamweaver, Microsoft Visual Studio..., Troubleshooting, Photoshop, Windows XP, Tableau, SPSS, UML, Python, Ubuntu, Shell Scripting, Automotive, Customer Service, Public Speaking, Access
Education
University of Massachusetts Boston 2013 — 2015
Bachelor's Degree, Information Technology, Business Intelligence, Senior
Bunker Hill Community College 2010 — 2012
Associates Degree, Information Technology
Newburyport High School 2002 — 2005
Affinity Wealth Management, Inc. Equity Investment ConsultantAffinity Wealth Management, Inc.November 2014 - Present
United Alpha May 2003 - December 2004
Gartmore Investments June 2002 - May 2003
State Street Global Advisors April 1997 - June 2002
Putnam Investments January 1994 - April 1997
Wellington Management September 1990 - January 1993
Skills
Portfolio Management, Equities, Hedge Funds, Fixed Income, Asset Management, Investments, Alternative Investments, Bloomberg, Asset Allocation, Equity Research, Valuation, Financial Modeling, Investment Strategies, Derivatives, Mutual Funds
Education
Boston University - School of Management 1990 — 1993
MBA, Finance
Virginia Polytechnic Institute and State University 1983 — 1988
BS, Finance
The Hanover Insurance Group May 2015 - Present
State Street Global Advisors January 2014 - Present
BNY Mellon May 2012 - January 2014
BNY Mellon May 2006 - May 2012
Skills
Finance, Property & Casualty..., Financial Analysis, Financial Services, Bloomberg, Fund Administration, Fund Accounting, Securities, Investments, Corporate Actions, Financial Modeling, Equities, Fixed Income, Hedge Funds, Mutual Funds, Bloomberg Terminal, Accounting, Asset Management, Microsoft Excel, Financial Reporting, Corporate Budgeting, Proformas, Tracking Budget Expenses, Financial Accounting, Ratios, Fund Of Funds, Treasury Management, Client Services
Education
Bryant University 2002 — 2006
B.A. Business Administration, Finance
Saint John's High School 1998 — 2002
American Century Investments June 2002 - Present
State Street Global Advisors January 2000 - May 2002
Natixis Global Asset Management May 1995 - December 1999
Skills
Financial Markets, Mutual Funds, Bloomberg, Investment Strategies, Asset Allocation, Investment Management, Investment Advisory, Financial Services, Alternative Investments, Retirement Planning, Asset Management, Series 7, Series 63, Wealth Management
Education
Bryant University 1988 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General
Southern New Hampshire University 1986 — 1988
Year Up January 2015 - Present
RegionalCare Hospital Partners April 2014 - January 2015
RegionalCare Hospital Partners July 2007 - April 2014
MCMCLLC March 2003 - June 2007
State Street Global Advisors 2001 - 2002
AimNet Solutions 1999 - 2001
CORE, Inc. April 1996 - June 1999
Skills
Microsoft Exchange, VPN, Active Directory, Windows Server, Troubleshooting, System Administration, Networking, Network Security, Technical Support, WAN, Network Design, IT Operations, Help Desk Support, VMware
Education
Minuteman Regional Technical High School 1985 — 1988
HS, Culinary Arts
Clark University
Novell CNE Program
Helpdesk 2000
Certified Helpdesk Manager
Newbury College
MCSE Program for Windows 2000
EY 2010 - Present
State Street Global Advisors June 2007 - August 2007
Skills
Strategy, Management Consulting, Financial Modeling, Process Improvement, Consulting, Strategic Planning, Management, Analytics, Business Process..., Project Management, Governance, Business Intelligence, Customer Experience, Business Strategy, Change Management, Segmentation, Market Access, Pricing Strategy, Quote to Cash, Future Trends, Financial Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Carnegie Mellon University
B.S., Economics
Carnegie Mellon University
B.S., Statistics
Noble and Greenough School
High School
State Street Global Advisors September 2012 - Present
San Francisco Treasury Management Association (SFTMA) January 2014 - Present
Neuberger Berman May 2010 - September 2012
UBS April 2009 - May 2010
Morgan Stanley September 2007 - April 2009
eMarketer Research November 2006 - September 2007
Symtrax Corporation September 2005 - October 2006
Skills
Mutual Funds, Business Development, Series 7, Investment Management, Sales, Financial Services, Marketing Strategy, Portfolio Management, Equities, High Net Worth..., SaaS, Solution Selling, Lead Generation, Asset Allocation, Strategic Financial..., Relationship Management, Investments, Fixed Income, Financial Planning, Money Market Funds, Liquidity Management, Risk Management, Institutional Sales, Building Relationships
Education
Bryant University 2001 — 2005
Bachelor of Science in Business Administration
Accademia Italiana 2001 — 2003
Cohasset High School 1997 — 2001
AGC Partners August 2015 - Present
Cleverhood September 2013 - Present
State Street Global Advisors May 2014 - August 2014
DeMoulas Super Markets Inc. November 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Public Speaking, Research, Marketing, Event Planning, Data Analysis, Strategy, Customer Service, Sales, Salesforce.com
Education
Brown University 2011 — 2015
American/United States Studies/Civilization
Concord Carlisle High School 2008 — 2010
High School
Middlesex School 2005 — 2007
High School
Securian Financial Group July 2005 - Present
Securian Financial Group 2002 - 2005
Securian Financial Group 1999 - 2001
State Street Global Advisors 1996 - 1999
Skills
Marketing Communications, Consultation, Project Management, Data Analysis, Business Requirements, Web Content, Communications Planning, Retirement, 401k, Copywriting, Employee Benefits, Business Analysis, Finance, Newsletters
Education
College of St. Benedict 1993 — 1997
Bachelor of Arts (BA), Business Management & Accounting
Freelance Designer September 2012 - Present
Freelance designer 2000 - Present
The Yacobian Group March 2011 - September 2012
State Street February 2010 - August 2010
Putnam Investments March 2006 - May 2009
Cramer April 2005 - February 2006
Bain & Company May 2004 - February 2005
State Street Global Advisors April 1998 - September 2000
Skills
Graphic Design, Adobe Creative Suite, Presentation Design, Photoshop, Illustrator, Typography, Multimedia, Creative Direction, Advertising, Adobe Acrobat, Creative Services, QuarkXPress, Social Media Marketing, Mac, InDesign, Photography, Art Direction, Keynote, Brochures, Graphics, Layout, Editing
Education
Colby College 1986 — 1990
BA, liberal arts
TD Asset Management USA Inc. January 2009 - Present
TD Banknorth Wealth Management March 2005 - January 2009
Freedom Capital Management 2002 - 2004
SAC Capital 2001 - 2002
Boston Partners Asset Management LP 1995 - 2000
The Boston Company 1993 - 1995
State Street Global Advisors 1989 - 1993
Skills
Fixed Income, Asset Allocation, Portfolio Management, Wealth Management, Asset Management, Mutual Funds, Bonds, Investments, Investment Strategies, High Yield, ETFs, Credit, Fixed Income Portfolio..., Institutional..., Trading, Core and Core Plus..., Investment Grade Fixed..., Relative Value, Interest Rate Hedging
Education
Colby College 1976 — 1980
BA, Economics
Hofstra University 1983 — 1985
MBA, Finance
Fidelity Investments December 2013 - Present
Fidelity Investments November 2011 - December 2013
Fidelity Investments May 2010 - November 2011
Eaton Vance 2007 - 2010
State Street Global Advisors 2003 - 2007
Skills
Series 7, Series 63, Trading, Fixed Income, Product Management, Investment Operations, Client Relationship..., Technology Project..., Investments, CRM, Project Management, Securities, Banking
Education
Bryant University
Business Analyst Certificate
Suffolk University
M.S. Finance
Bridgewater State University
B.S. Management Science
State Street Global Advisors July 2014 - Present
Morgan Stanley June 2013 - August 2013
PIMCO October 2010 - August 2012
PIMCO May 2008 - October 2010
FundingUniverse.com January 2008 - May 2008
FrontPoint Partners July 2007 - August 2007
Brigham Young University September 2006 - June 2007
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Brigham Young University 2002 — 2008
BA, Economics
State Street July 2014 - Present
State Street June 2012 - July 2014
STATE STREET GLOBAL ADVISORS June 2011 - May 2012
Risk Management Ltd October 2008 - August 2010
Reykjavik University January 2009 - May 2010
Kaupthing Bank August 2008 - October 2008
Skills
R, Stata, Matlab, Economics, Data Analysis, Mathematical Modeling, Statistics, Econometrics, Research, LaTeX, SQL, Microsoft Excel
Education
Brandeis International Business School 2010 — 2012
Master of Arts, International Economics and Finance
Cornell University 2004 — 2007
Master of Science, Mathematics
UNIVERSITY OF ICELAND 2001 — 2004
B.S, Mathematics
Massachusetts Pension Reserves Investment Management September 2013 - Present
Holden Council on Aging February 2012 - September 2013
Harrison Fiduciary, LLC April 2012 - October 2012
State Street Global Advisors 2007 - May 2011
State Street Global Advisors 1998 - 2007
State Street Global Advisors 1997 - 1998
State Street Global Advisors 1996 - 1997
State Street 1994 - 1996
Skills
Portfolio Management, Investments, Fixed Income, Investment Strategies, Client Service, Excel, Financial Services, Microsoft Excel, Relationship Management, Business Development, Bloomberg, Asset Allocation, Risk Management, Alternative Investments, Derivatives, Client Services, Equities, Investment Management, Asset Management, Mutual Funds
Education
Clark University 1996 — 1998
MBA, Finance
College of the Holy Cross 1988 — 1992
BA, Economics
State Street Global Advisors June 2013 - Present
SunGard Financial Systems July 2012 - June 2013
Boston Technologies Inc September 2011 - March 2012
Old Mutual Asset Management Trust Company June 2008 - September 2011
Old Mutual Financial Network September 2007 - June 2008
Old Mutual Asset Management September 2003 - June 2008
Old Mutual Investment Group South Africa June 2005 - June 2006
FundQuest May 2002 - October 2003
NCR Corporation May 1998 - August 2001
Skills
Project Management, Event Management, Marketing Communications
Education
Emerson College 2001 — 2003
MA Integrated Marketing Communications
Clemson University 1994 — 1998
BS Marketing
Kettering Fairmont
•American InterContinental University
State Street Global Advisors July 2014 - Present
MFS Investment Management January 2007 - June 2014
MFS Investment Management January 2007 - January 2009
MFS Investment Management January 2005 - January 2007
Legg Mason Wood Walker June 2004 - January 2005
Mellon Financial June 1997 - September 2000
Skills
Trading Systems, Financial Accounting, Investments, Portfolio Management, Financial Services, Management, Equities, Mutual Funds, Fixed Income, Asset Management, Trading, Bloomberg, Finance
Education
Clark University 1991 — 1995
BA, Economics
TD Bank Group April 2011 - Present
State Street Global Advisors October 2007 - April 2011
SunGard January 2004 - September 2007
Skills
SDLC, SQL, Unix, Business Analysis, Autosys, XML, Requirements Analysis, Application Development, Requirements Gathering, CSTE, Business Requirements, Java, Software Development, User Acceptance Testing
Education
Brock University 1997 — 2000
BSc, Computer Science
State Street Global Advisors January 2014 - Present
State Street December 2011 - January 2014
State Street October 2009 - December 2011
Skills
Corporate Actions, Time Management, Research, Bloomberg, Bloomberg Terminal, Finance
Education
Colby-Sawyer College 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.45
WisdomTree Asset Management June 2013 - Present
Brown Brothers Harriman July 2012 - June 2013
MFS Investment Management April 2008 - July 2012
WisdomTree Asset Management June 2007 - April 2008
State Street Global Advisors July 2005 - June 2007
Investors Bank & Trust March 2002 - June 2005
Skills
Mutual Funds, Investments, Equities, ETFs, Alternative Investments, Financial Services, Series 63, Securities, Relationship Management, Investment Strategies, Bloomberg, Series 6, Asset Management, Asset Managment, Financial Markets, Financial Analysis, Strategic Financial..., Series 7, Financial Planning
Education
Brandeis University
Master of Science (MS), Finance
Saint Anselm College 1998 — 2001
BA, Business Administration
Northeastern University 1996 — 1998
Business Administration
Coyle & Cassidy 1992 — 1996
mobileSPA, LLC (www.mobilespa.com) January 2003 - Present
Globalbizsuite August 2010 - Present
State Street Global Advisors 2007 - 2009
Sovereign Bank 2006 - 2007
Investors Bank & Trust 2006 - 2007
Staples 2003 - 2006
Putnam Investments 2001 - 2002
JP Morgan Chase 2001 - 2002
Gateway 2000 - 2001
John Hancock Financial Services 2000 - 2000
Skills
Social Media Marketing, Marketing Strategy, Event Management, Social Media, Project Management, Event Planning, Marketing Communications, Marketing, Business Analysis, Public Relations, Vendor Management, Business Development, Integrated Marketing, Entrepreneurship, Digital Marketing, Online Advertising, E-commerce, Management
Education
ACS
Clark University
BS in Computer Science and Mathematics
Preston University
Executive MBA
Project Management Institute
PMP / PgMP
Manulife Asset Management February 2012 - Present
Manulife Asset Management August 2011 - February 2012
State Street Global Advisors August 2007 - October 2010
Standard Life May 2003 - February 2007
BMO Financial Group 1997 - 2003
Skills
Investments, Mutual Funds, CRM, Analysis, Finance, Investment Strategies, Portfolio Management, Asset Management, Client Relationship..., Business Development, Salesforce.com, Separately Managed..., Inside Sales, Institutional Sales, Management, Trading, Fixed Income, Performance Attribution, Leadership, Bloomberg, Financial Services, Institutional Relations, Operational Strategies, Operations Research, Equities, Investment Operations, Fund Analysis
Education
Université de Sherbrooke 2004 — 2004
Programme de Développement du Leadership
Université de Sherbrooke 2004 — 2004
Programme D’Éducation Économique
Canadian Securities Institute 1999 — 1999
Investment Representative License
Concordia University 1992 — 1996
B.A., Economics
Champlain College 1989 — 1992
Bachelor of Arts (BA), Economics
Mellon Capital June 2013 - Present
State Street Global Advisors June 2010 - June 2013
OpenBook by Yellowstone Hotel Systems May 2008 - February 2009
United Nations 2007 - 2007
HELP International February 2006 - September 2006
Skills
Portfolio Management, Fixed Income Portfolio..., ETFs, Asset Managment, SQL database design, Fixed Income, Investment Theory, Visual Basic, Stata, SPSS, Matlab, Bloomberg Terminal, Market Axess, POINT, unicycle, Barclays Live, Excel, PowerPoint, Sales Management, Qualitative Research, Rock Climbing, Indexing, Index Funds, Asset Management, Public Speaking, SQL
Education
Brandeis University, Lemberg - International Business School 2009 — 2011
Masters, International Economics and Finance
Brigham Young University - Idaho
BS, International Econ. / Finance
Voya Financial April 2014 - Present
ING U.S. February 2011 - April 2014
ING U.S. July 2008 - January 2011
CitiStreet June 2007 - June 2008
CitiStreet April 2001 - May 2007
State Street Global Advisors September 1997 - March 2001
State Street July 1996 - August 1997
Skills
Mutual Funds, Series 6, Investments, Series 63, 401k, Retirement, Series 65, Series 26, Asset Allocation, Employee Benefits, FINRA, Retirement Planning, Financial Services
Education
Bryant University 1992 — 1996
Bachelor of Science, Finance
Nuestra Comunidad Development Corporation September 2014 - Present
Massachusetts Attorney General's Office June 2012 - August 2014
State Street Global Advisors April 2008 - August 2011
The Cooperative Bank April 2006 - April 2008
L'Essence Art Gallery September 2004 - August 2007
JPMorgan Chase Bank June 2000 - January 2004
Boston Equiserve June 1999 - June 2000
Investors Bank and Trust February 1999 - June 1999
Mass Financial Services April 1997 - February 1999
Skills
Microsoft Excel, Investments, Real Estate, Account Reconciliation, General Ledger, Insurance
Education
Cambridge College 2002 — 2004
Master Management in E Commerce, Management
D'Amore-McKim School of Business at Northeastern University 1996 — 1997
Graduate Certificate, Finance
Northeastern University
BS, Business Administration
NeighborWorks Center for Homeownership Education and Counseling
State Street Global Advisors July 2013 - Present
State Street September 2012 - June 2013
State Street June 2011 - September 2011
Skills
Pricing Research, Equity Pricing, Equity Research, Fixed Income Research, Project Management, Data Management, Financial Services, Corporate Actions, Risk Analysis, Portfolio Monitoring, Fair Market Value, Asset Management, Investment Strategies, Foreign Currency, Corporate Finance, Customer Service, Global Industry..., Bloomberg, Rueters, Employee Training, PowerPoint, Microsoft Excel, Investments
Education
Bryant University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Rockport High School 2004 — 2008
Bank of America Merrill Lynch February 2015 - Present
Maize and Blue Fund September 2012 - May 2014
State Street Global Advisors June 2013 - August 2013
Franklin Templeton Investments March 2013 - April 2013
General Atomics June 2009 - July 2012
General Atomics June 2007 - June 2009
General Atomics June 2006 - December 2006
Skills
Equity Research, Portfolio Management, Financial Modeling, Strategy, Nuclear, Risk Management, Monte Carlo Simulation, Equity Derivatives, Mathematical Modeling, Matlab, Data Analysis, Nuclear Engineering, Business Analysis, VBA, Fortran, Simulations, Program Management, Chemical Engineering, Energy, Corporate Finance, Numerical Analysis, Investments, Valuation, Financial Analysis, Bloomberg, Microsoft Excel, Equities, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
China Europe International Business School (CEIBS) 2014 — 2014
Study Abroad, Finance, General
University of Michigan 2005 — 2006
MSE, Nuclear Engineering
University of Michigan 2002 — 2005
BSE, Chemical Engineering
University of Michigan 2002 — 2005
BSE, Nuclear Engineering
Acadian Asset Management July 2015 - Present
Acadian Asset Management September 2014 - July 2015
Cutter Associates March 2012 - March 2014
Gartmore Global Partners March 2007 - June 2011
State Street Global Advisors 2005 - 2007
Investors Bank & Trust 2002 - 2004
Skills
Hedge Funds, Corporate Actions, Bloomberg, Securities Lending, Equities, Salesforce.com, Trading, Mutual Funds, Investments, Analysis, Asset Management, Alternative Investments, Fixed Income, Derivatives
Education
Clark University 1997 — 2001
BNY Mellon June 2014 - Present
The Boston Company April 2013 - June 2014
International Fund Services (Ireland) Ltd, A State Street Company June 2012 - April 2013
State Street Global Advisors June 2011 - August 2011
Skills
Mutual Funds, Securities, Accounting, Alternative Investments, Asset Allocation, Bloomberg, Hedge Funds, Valuation, Equities, Asset Management
Education
College of the Holy Cross 2008 — 2012
BA, Economics
National University of Ireland, Galway 2010 — 2011
Economics
Hingham High School 2004 — 2008
State Street April 2015 - Present
State Street Global Advisors October 2013 - March 2015
Bloomingdale's August 2013 - October 2013
Clark University Graduate School of Management September 2011 - April 2013
State Street Global Advisors June 2012 - August 2012
State Street Global Advisors June 2011 - August 2011
Bubba Gump Shrimp Co. May 2009 - August 2009
Central Pacific Bank June 2008 - July 2008
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Analysis, Access, Event Planning, Research, Sales, Data Analysis
Education
Clark University Graduate School of Management 2011 — 2013
MBA, Finance
Clark University 2008 — 2012
BA, Management
Saint Francis School 2004 — 2008
High School
Clark University August 2013 - Present
Brandeis University International Business School 1994 - Present
Providence College Business School September 2011 - June 2013
ING Financial Partners August 2010 - December 2010
Mercer Investment Consulting July 2008 - August 2009
Metropolitan Life Insurance Company 1997 - 2008
State Street Global Advisors January 1995 - April 1996
Skills
Valuation, Investments, Asset Allocation, Portfolio Management, Finance, Mutual Funds, Asset Management, Due Diligence, Investment Management, Corporate Finance, Financial Modeling, Financial Analysis, Derivatives, Equities, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 1976 — 1982
PhD, Management (finance and applied economics)
University of Pennsylvania - The Wharton School 1971 — 1973
MPA, Public administration
Bowdoin College
BA, Political science
Sapers & Wallack, Inc. June 2014 - Present
State Street Global Advisors June 2012 - May 2014
State Street Global Advisors June 2011 - August 2011
Crossroads for Kids June 2009 - August 2010
Skills
Series 6, Internal client..., Microsoft Office Suite, Performance and record..., Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Public Speaking, Investments, Marketing, Event Planning, Financial Analysis
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts, History, Cum Laude
Duxbury High School 2004 — 2008
TJX February 2014 - Present
State Street Global Advisors July 2010 - February 2014
State Street Global Advisors February 2007 - July 2010
The Bank of Western Massachusetts May 2005 - January 2007
Skills
CRM, Direct Marketing, Management, Marketing, Project Management, Budgets
Education
Clark University 2002 — 2006
BA, Business Management
Oracle Financial Services Software Inc January 2005 - Present
State Street Global Advisors January 2005 - Present
Oracle Financial Services Software Ltd November 2003 - January 2005
NIIT Technologies Limited July 1999 - November 2003
Skills
Requirements Analysis, SDLC, Solution Architecture, Spring, Software Project..., Business Analysis, Enterprise Architecture, Oracle, Agile Methodologies, Requirements Gathering, PL/SQL
Education
College of Engineering Pune 1995 — 1999
BE, Metallurgy
V G Vaze College, Mulund 1993 — 1995
HSC
John Hancock June 2013 - Present
New England Financial2007 June 2007 - June 2013
CFA Society of Orlando June 2006 - May 2013
LAMCO 2005-2007 January 2005 - February 2007
State Street Global Advisors/CitiStreet Advisors LLC January 1999 - August 2004
State Street Global Advisors January 1991 - January 1999
The Krupp Companies 1991 - 1991
Skills
Research, Financial Analysis, High level writing..., Asset Allocation, Business Development, Performance Reporting, Mutual Funds, Investments, Equities, Asset Managment, Portfolio Management, Securities, Investment Management, Alternative Investments, Investment Advisory, Hedge Funds, Fixed Income, Series 7, ETFs, Capital Markets, Bloomberg, Investment Strategies, Risk Management
Education
Yale University 1982 — 1986
Master of Arts, Slavic Linguistics
Brandeis University 1978 — 1982
AB, Russian
State Street Global Advisors April 2015 - Present
Wellington Management January 2012 - April 2015
Wellington Management April 2008 - January 2012
Wellington Management June 2004 - April 2008
Wellington Management January 2000 - June 2004
Skills
Investments, Hedge Funds, Equities, Asset Management, Fixed Income, Investment Management, Portfolio Management, Asset Managment, Derivatives, Corporate Development, Influence Without..., Strategic Planning, Leadership, Change Agent, Collaboration, Drive Results, Team Building, Coaching, Talent Developer, Management, Bringing Order to Chaos, Challenge Driven, Cross-functional Team..., Value Creation, Competitive Analysis, Strategy, Alternative Investments, Investment Strategies, Product Management, Business Strategy, Valuation, Public Speaking
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Analytic Finance, Statistics
College of the Holy Cross 1992 — 1996
BA, Economics
Hopkins School 1989 — 1992
New Haven, CT
State Street Corporation April 2009 - Present
State Street Global Advisors November 2006 - March 2009
Personnel Decisions International (PDI) 2004 - 2006
Computer Sciences Corporation 1990 - 1997
Skills
Change Management, Talent Management, Succession Planning, Organizational..., Organizational..., Business Analysis, Employee Engagement, Process Improvement, Program Management, Onboarding, Human Resources, Vendor Management, Strategy, Management, Consulting
Education
Carleton University
Bachelors, Electronics Engineering
State Street Global Advisors April 2015 - Present
Eagle Investment Systems May 2012 - March 2015
Standish Mellon Asset Management April 2010 - May 2012
Standish August 2007 - April 2010
Bank of New York Mellon August 2006 - August 2007
Skills
Bloomberg, Fund Accounting, Mutual Funds, Fixed Income, Securities, Investments, Equities, Financial Analysis, Asset Managment, Accounting, Financial Reporting, Forecasting, Valuation, Derivatives, Financial Modeling, Portfolio Management, Microsoft Excel, Risk Management, Access, Account Reconciliation, Alternative Investments, Corporate Actions, Hedge Funds
Education
Suffolk University 2008 — 2011
MBA, Finance
Bryant University 2002 — 2006
BA in Business Administration, Finance
PNC August 2015 - Present
Guggenheim Partners January 2015 - February 2015
DKI Capital September 2014 - December 2014
State Street Global Advisors June 2014 - August 2014
Citi June 2013 - August 2013
Skills
R, SAS, SQL, Derivatives, Data Mining, Data Analysis, Fixed Income, Quantitative Finance, Microsoft Excel, Statistics
Education
Cornell University 2012 — 2014
Master of Engineering (MEng), Financial Engineering
Carnegie Mellon University 2011 — 2012
Master of Statistical Practice, Statistics
Renmin University of China 2007 — 2011
Bachelor of Arts (BA), English Language and Literature/Letters
Nanjing Foreign Language School
Cambridge Associates February 2014 - Present
Fidelity Investments December 2013 - February 2014
elevindavis design June 2013 - February 2014
Eaton Vance 2011 - 2013
State Street Global Advisors August 2005 - March 2011
Custom Media Group January 2005 - March 2011
SSGA 2005 - March 2011
elevingraphics January 1999 - August 2005
Winokur Associates June 2002 - October 2004
O'Connor Constructors September 2001 - May 2002
Skills
Brochures, Logo Design, Graphic Design, InDesign, Web Design, Marketing Communications, Advertising, Illustrator, Adobe Acrobat, Creative Direction, Marketing, Newsletters, Email Marketing, PowerPoint, Adobe Creative Suite, User Experience, Information Graphics, Photoshop, Creative Writing, Creative Strategy, Motion Graphics, HTML, Dreamweaver, Corporate Branding, Graphics, Direct Mail, Brand Development, Corporate Identity, Microsoft Office, Customer Service, Layout, QuarkXPress, Corporate Communications, Social Media, Mac, Collateral, Publications, Catalogs, Typography, Flyers, Business Cards, Image Manipulation, Illustration, Marketing Strategy, WordPress, Content Management, Social Media Marketing
Education
Cape Cod Community College 2013 — 2013
WordPress Certificate Program, Web design using WordPress
Computer Career Institute at Clark University 1999 — 2000
Computer Graphics and Web Design, Web design
Castleton State College 1990 — 1994
Bachelor's of Science, Communications
Castleton University 1990 — 1994
BSCOMMS, Communications, Film Studies
Plymouth North High School
AQR Capital Management September 2013 - Present
State Street Global Advisors August 2012 - September 2013
Old Mutual Asset Management September 2009 - July 2012
Rinet Company, LLC September 2005 - September 2009
US Trust 2003 - 2005
Education
Colgate University 1998 — 2002
BA, Economics
Endicott College August 2013 - Present
Harvard University Business School December 2008 - Present
Brandeis University September 2007 - June 2009
State Street Associates 2009 - 2009
State Street Global Advisors May 2006 - September 2006
Oracle Corporation, Retail Division May 2004 - September 2004
Education
Brandeis University, Lemberg - International Business School 2006 — 2010
PhD, Finance
Brandeis International Business School 2004 — 2006
MS, Finance
The Hebrew University 1999 — 2002
BA, Economics
Eaton Vance February 2013 - Present
Dwight Asset Management July 2009 - May 2012
Neuberger Berman / Lehman Brothers Asset Management July 2003 - June 2009
Banc One Capital Markets January 2002 - July 2003
Freedom Capital Management March 2000 - January 2002
State Street Global Advisors March 1996 - March 2000
State Street Bank & Trust June 1993 - March 1996
Shawmut Bank July 1987 - June 1993
Education
University of Hartford 1990 — 1994
MBA, Finance/Computer Science
Central Connecticut State University 1982 — 1986
BS, Finance/Computer Science
Brandeis University Alumni Relations Office, September 2014 - Present
Brandeis Department of Community Living August 2014 - Present
State Street Global Advisors June 2015 - August 2015
Tom Lantos Human Rights Commission May 2014 - August 2014
Brandeis University Women’s Studies Research Center October 2013 - January 2014
Office of Congressman James P. McGovern August 2012 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Organizational..., Quantitative Research, English, Social Media, Data Analysis, Teamwork, Leadership, PowerPoint, Fundraising, Editing, Research, Community Outreach, Public Speaking, Nonprofits, Event Planning, SPSS
Education
Brandeis University 2012 — 2016
Bachelor's Degree, Major: Business and International and Global Studies Minor: Politics, Junior
State Street December 2014 - Present
Talbots August 2013 - December 2014
State Street Global Advisors July 2012 - August 2013
State Street September 2010 - July 2012
Skills
Analysis, Performance Reporting, Financial Analysis, Private Equity, Banking, Microsoft Excel, Compliance, Risk Assessment, Risk Management, Compliance Training, Privacy Compliance, Management Reporting, Management, Financial Services
Education
Bridgewater State University 2006 — 2009
BS, Finance
State Street Global Advisors October 2013 - Present
State Street Global Advisors June 2011 - Present
State Street Global Advisors June 2010 - June 2011
Skills
ETFs, Financial Advisory, Series 7, Portfolio Management, Wealth Management..., Mutual Funds, Alternative Investments, Asset Allocation, Securities, Series 63, Separately Managed..., Hedge Funds, Investment Strategies, Investment Advisory, Fixed Income, Equities, Investment Management, Bloomberg, Asset Management
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts, Psychology, French, 3.78
Newton Country Day School 2003 — 2006
High School
Globoforce March 2011 - Present
Cogent Communications April 2010 - March 2011
Cambridge Street Metal Corporation December 2008 - June 2010
State Street Global Advisors June 2007 - November 2008
Boston Red Sox March 2004 - October 2004
Skills
Sales, Performance Management, Salesforce.com, Sales Process, Account Management, Cold Calling, Sales Operations, SaaS, Qualifying Prospects, Human Resources, Employee Recognition, Social Networking, Lead Generation, Employee Engagement, Direct Sales, Cloud Computing, Email Marketing, Social Media, Siebel, Business Development, CRM, Solution Selling, Social Recognition, Retention Strategies, Enterprise Software, Prospecting, Writing, Start-ups, Enterprise Solution..., New Business Development, Leadership, Sense of Humor
Education
College of the Holy Cross
Bachelors, History, Philosophy
Wellesley High School
Fidelity Investments June 2015 - Present
Highbridge Capital Management September 2014 - June 2015
Highbridge Capital Management June 2013 - September 2014
Archway Investment Fund January 2013 - May 2013
Bryant Archway Investment Fund May 2012 - December 2012
State Street Global Advisors June 2012 - August 2012
Coca-Cola Refreshments June 2009 - May 2012
Skills
Financial Modeling, Financial Analysis, Analysis, Finance, Investments, Leadership, Mutual Funds, Portfolio Management, Options, Trading, Equities, Teamwork, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Risk, Economics, Accounting
Education
Bryant University 2009 — 2013
Bachelor of Science, Concentration: Finance Minor(s): Marketing and Environmental Science, 3.90 GPA
Coldwell Banker Residential Brokerage March 2015 - Present
Bingham McCutchen 2013 - 2014
State Street Global Advisors 2011 - 2013
Liberty Mutual 2008 - 2010
Fidelity ActionsXchange 2006 - 2008
Fidelity Brokerage Company (FBC) 2004 - 2006
Fidelity Brokerage Company 2002 - 2004
Fidelity Management and Research Company 1997 - 2002
Fidelity Investments Institutional Services 1995 - 1997
Skills
Financial Modeling, Financial Analysis, Finance, Strategic Financial..., Strategy, Financial Services, Portfolio Management, Investments, Analysis, Asset Management, Managerial Finance, Management, Business Planning, Strategic Planning, Mutual Funds, Budgets, Process Improvement, Executive Management, Leadership, Accounting, Valuation, Securities, Corporate Finance, Banking, Alternative Investments, Product Management, Equities, Fixed Income, Asset Allocation, Financial Planning, Pricing, Auditing, Real Estate License, Real Estate, Real Estate Economics
Education
Cornell University - S.C. Johnson Graduate School of Management 1993 — 1995
MBA, Finance
Brandeis University 1985 — 1989
Bachelor of Arts, Economics
Sun Life Financial April 2013 - Present
Liberty Mutual Insurance November 2012 - April 2013
State Street Global Advisors August 2011 - November 2012
Fidelity Investments 2010 - 2011
Ameriprise Financial Services, Inc. March 2009 - November 2009
Investors Capital 2005 - 2009
FundQuest 2002 - 2004
AccountPros 1996 - 2002
Skills
Financial Services, Investments, Recruiting, Executive Search, Broker-Dealer, Wholesale, Mutual Funds, Talent Acquisition, Fixed Income, Wealth Management, Relationship Management, Applicant Tracking..., College Recruiting, RIA, Asset Managment, Technical Recruiting, Securities, Asset Management, Insurance, Retirement, CRM, Human Resources, Onboarding, Screening, Internet Recruiting, Sourcing
Education
Bryant University 1990 — 1994
Finance, Investments
Experian MicroAnalytics February 2013 - October 2014
Iteso Initiatives March 2009 - February 2013
mBank March 2012 - January 2013
Yunus Fund Monaco / Monaco Social Business April 2010 - May 2011
BiD Network Foundation May 2009 - April 2010
Oikocredit Mexico February 2008 - June 2008
Russell Investment Group September 2004 - August 2007
State Street Global Advisors August 2002 - August 2004
Motorola SPS September 1999 - September 2000
Skills
Microfinance, Start-ups, Social Entrepreneurship, Strategy, Social Enterprise, Emerging Markets, Entrepreneurship, Asset Management, Banking, Investments, Project Management, Sustainable Development, Venture Capital, Business Analysis, Management Consulting, Finance, Strategic Consulting, Non-profits, Portfolio Management, Nonprofits, Strategic Planning, Social Business, Asset Managment, Consulting, mobile banking, IT, Negotiation, Communication, Social Media Blogging, Social Media...
Education
The Boulder Institute of Microfinance 2009 — 2009
Microfinance
University of Exeter 2000 — 2001
Masters
Cardiff University / Prifysgol Caerdydd 1996 — 1999
BSc.Econ (Hons)
AlbertIer 1993 — 1996
French Baccalaureate
Bank of America Merrill Lynch June 2015 - August 2015
Riparian Partners, LLC April 2015 - June 2015
Richline Group, a Berkshire Hathaway Company October 2014 - February 2015
Astrodyne TDI May 2014 - August 2014
State Street Global Advisors June 2013 - August 2013
Skills
Management, Microsoft Excel, Market Research, Customer Service, Spanish, Bloomberg, German, Business Strategy, Fixed Income, Equities, ITAR, Strategic Planning, Competitive Analysis, Pricing Strategy, FactSet, PowerPoint, Microsoft Office, Teamwork, Time Management, Leadership, Analysis, Due Diligence, Financial Modeling, Financial Statement...
Education
Claremont McKenna College
Master of Arts (M.A.), Finance
Bryant University
Bachelor of Science (B.S.), International Business; Finance
Universidad de Salamanca 2013 — 2013
Study Abroad, International Courses
SSgA November 2013 - Present
State Street Global Advisors April 2011 - October 2014
Brown Brothers Harriman June 2008 - April 2011
Education
Bryant University 2004 — 2008
Bachelor of Science in International Business, Finance
Cardinal Health August 2015 - Present
Ohio State Attorney General's office May 2015 - Present
Blue Cross Blue Shield of Massachusetts October 2013 - October 2014
Cengage Learning December 2012 - October 2013
W B Mason July 2012 - November 2012
Brown Brothers Harriman November 2011 - May 2012
Brown Brothers Harriman November 2011 - May 2012
State Street Global Advisors June 2007 - November 2011
State Street March 2004 - November 2011
Maxima Consulting Inc State Street Global Advisors March 2005 - June 2007
Skills
IT Management, Disaster Recovery, VMware, IT Operations, Windows Server, Servers, Hardware, Help Desk Support, Networking, Project Management, System Deployment, Technical Support, VPN, Information Technology, Windows, Troubleshooting, Windows 7, SCCM, Blackberry, Microsoft SQL Server, Software Installation, Access, Laptops, Software Development, Databases
Education
Cape Cod Community College 1990 — 1992
BS, Computer Science
Instructor at Future Media Concepts
Square Valley Technology - 18Birdies June 2015 - Present
Fisher Investments June 2014 - December 2014
State Street Global Advisors February 2007 - December 2013
Callaway Golf August 2011 - August 2012
Alchemy Search Partners 2006 - 2007
Robert Half International 2005 - 2006
EuroInka, Corp. - Beverage Company 2004 - 2006
State Street Bank and Trust 2001 - 2004
Skills
Financial Services, Fixed Income, Bloomberg, Accounting, Equities, Asset Managment, Investments, Mutual Funds, Financial Analysis, Finance, Management, Start-ups, Financial Reporting, Portfolio Management, Forecasting, Banking, New Business Development, Market Research, Retail Marketing, Sales, Asset Management, Securities, Hedge Funds, Relationship Management
Education
California State University-Stanislaus 1996 — 2000
B.A., Mathematics
Oliver Wyman February 2014 - Present
Oliver Wyman September 2010 - January 2014
State Street Global Advisors June 2009 - August 2009
Pixelj September 2007 - February 2008
HSBC June 2006 - August 2006
Microcare August 2005 - September 2005
Skills
Economics, Financial Modeling, Valuation, Strategy, Data Analysis, Bloomberg, Consulting, Finance, Business Strategy, Management, Market Research, Start-ups, Management Consulting, Analysis, Financial Analysis
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
MA, International Economics and Finance, 4.0
University of Nottingham 2004 — 2007
BSc, International Economics, 2:1, 66%
Sigtunaskolan Humanistiska Läroverket 2000 — 2004
IB Diploma
International School of Ouagadougou 1998 — 2000
State Street Global Advisors December 2013 - Present
State Street September 2013 - December 2013
California State University, Fullerton May 2012 - December 2012
California State University, Fullerton June 2012 - August 2012
Evosys August 2010 - October 2011
Skills
Java, JavaScript, jQuery, HTML, CSS, AJAX, Web Services, EJB, Spring, Hibernate, XML, Java Enterprise Edition, Eclipse, JBoss Application Server, JDBC, Tomcat, MySQL, C++, SQL, C, PHP, Web Development, Databases, Web Applications, Apache, JSON, Unix, Bash, IBM Websphere, Oracle
Education
California State University-Fullerton 2011 — 2013
M.S., Computer Science, 3.40
Gujarat University 2007 — 2011
Bachelor's degree, Computer Engineering, 3.30
Acadian Asset Management July 2015 - Present
Acadian Asset Management October 2013 - July 2015
State Street Global Advisors March 2011 - October 2013
State Street Global Advisors July 2010 - March 2011
NuVal LLC May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, FactSet
Education
Colby College 2006 — 2010
Psychology and Business Administration
Duxbury High School 2002 — 2006
Shepherd Kaplan LLC October 2009 - Present
Shepherd Kaplan LLC October 2008 - October 2009
Shepherd Kaplan LLC January 2007 - October 2008
State Street Global Advisors September 2006 - January 2007
Skills
Investments, Due Diligence, Corporate Finance, Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Investment Management, Equities
Education
College of the Holy Cross 1999 — 2003
Economics
Bryant University August 2012 - Present
State Street Global Advisors January 2012 - Present
Skills
Asset Allocation, Investment Management, Asset Management, Tactical Asset..., Commodity Markets, Equities, Fixed Income Analysis, Executive Development..., ETFs, Financial Markets
Education
Bryant University 1996 — 2000
Bachelor of Science, Finance
State Street Global Advisors September 2012 - Present
State Street Global Advisors November 2010 - October 2012
State Street Global Advisors August 2008 - November 2010
Skills
Portfolio Management, ETFs, Strategy, Bloomberg, Mutual Funds, Equities, Asset Allocation, Investments, Fixed Income, Alternative Investments, Asset Management, Securities, Series 7, Series 63, Investment Management, Equity Research, Bloomberg Terminal
Education
Boston University - School of Management 2013 — 2016
Master of Business Administration (MBA)
Bryant University
BS, Financial Services
Richard Bernstein Advisors LLC April 2010 - Present
State Street Global Advisors October 1996 - December 2008
State Street Corp 1989 - 1996
Skills
Bloomberg, Axioma Optimizer, Barra Risk Models, Factset, LatentZero investment..., Portfolio Management, Investments, Charles River IMS, Valuation, Mutual Funds, Fixed Income, Investment Strategies, Equities, Hedge Funds, Asset Allocation, Investment Banking, Trading, Risk Management, Asset Management, Investment Management
Education
Carnegie Mellon University 1985 — 1989
B.S.
Thayer Academy 1981 — 1985
Standard Life Investments May 2015 - Present
State Street Global Advisors September 2011 - Present
State Street Global Advisors June 2010 - August 2011
State Street January 2008 - June 2010
Verizon Information Services July 2005 - January 2008
U.S. House of Representatives November 2004 - March 2005
Center for the Study of the Presidency and Congress September 2004 - October 2004
Education
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Finance, Organizational Behavior
Colby College 2000 — 2004
BA, Government
State Street Global Advisors November 2014 - Present
State Street Global Advisors February 2013 - November 2014
Corporate Reimbursement Services, Inc. November 2012 - February 2013
Prudential Connecticut Realty July 2012 - November 2012
College of the Holy Cross September 2011 - December 2011
Cosmopolitan Magazine July 2011 - August 2011
University College Cork Alumni Office September 2010 - May 2011
Lochearn Camp for Girls 2009 - 2010
Skills
Human Resources, Higher Education, Event Management, SPSS, Microsoft Office, Fundraising, Alumni Relations
Education
College of the Holy Cross 2008 — 2012
Sociology
University College Cork 2010 — 2011
Greenwich Academy 2004 — 2008
State Street June 2015 - Present
State Street April 2015 - June 2015
State Street October 2014 - April 2015
State Street September 2013 - October 2014
State Street June 2011 - September 2013
State Street Bank June 2010 - June 2011
State Street Global Advisors November 2003 - June 2010
Regal Cinema July 2001 - November 2003
Skills
Visio, SharePoint, Business Continuity, Security, Risk Management, Information Security, Outlook, Lotus Notes, Management, Risk Assessment, Disaster Recovery, Business Analysis, Technical Writing, Cross-functional Team..., PowerPoint, Process Flow..., Information Technology, Governance, Analysis, Business Process
Education
Northeastern University Boston 2001 — 2003
Master's, Technical and Professional Writing
College of Our Lady of the Elms 1986 — 1990
Bachelor of Arts (BA), English Language and Literature, General, 3.88
Medtronic September 2008 - Present
Harrah's Entertainment July 2006 - September 2008
Citizens Bank February 2005 - July 2006
Bernich Consulting Inc October 2003 - January 2005
State Street Global Advisors April 2003 - October 2003
Compaq/HP Global Services- August 2001 - December 2002
Lucent Technologies May 2001 - August 2001
NaviSite Inc. September 1999 - April 2001
Digital Equipment Corporation July 1995 - September 1999
Skills
Operating Systems, System Administration, Windows, Windows Server 2003, Servers, SAN, SQL Server, Business Intelligence, Cognos, TCP/IP, Windows Server, Server Architecture
Education
Christian Brothers University 2009 — 2011
MBA, with a concentration in Project Management
Tennessee State University 1990 — 1995
BS, Computer Science
State Street Global Advisors November 2007 - Present
Houghton Mifflin Co. September 2006 - November 2007
McGraw-Hill November 2003 - September 2006
Skills
Equities, Investments, Asset Managment, Alternative Investments, Fixed Income, Asset Management
Education
Boston University Questrom School of Business 2005 — 2008
MBA, International Management
Colby College 1999 — 2003
B.A., English
State Street Global Advisors March 2009 - Present
Katydids 2003 - Present
Education
Caltech 1979 — 1980
MS, Engineering
University of California, Los Angeles 1976 — 1979
BS, Engineering
Trading Systems Consulting June 2010 - December 2014
Acadian Asset Management August 2007 - April 2009
Linedata Services, Inc. October 2001 - August 2007
State Street Global Advisors January 2001 - October 2001
The LongView Group September 1994 - December 2000
Financial Software Consulting September 1990 - September 1994
Argyl Associates, Inc. November 1984 - September 1990
Skills
Business Analysis, Trading Systems, Fixed Income, Derivatives, FX, Product Management, Equities, FX Options, Securities, Order Management, Financial Services, Trading, Requirements Analysis, Emerging Markets, Risk Management, Bonds
Education
Carnegie Mellon University - Tepper School of Business
M.S., Industrial Administration (finance, operations research, management information systems)
Massachusetts Institute of Technology
B.S., Electrical Engineering (computer science, management science)
State Street Global Advisors 2007 - 2007
Education
Brandeis International Business School 2004 — 2008
State Street Global Advisors June 2011 - Present
CalPERS June 2009 - June 2011
Numeric Investors April 2006 - December 2008
ABP Investments December 2003 - March 2006
Caxton Associates LLC June 2000 - December 2003
City of San Jose 1994 - 1996
Skills
Quantitative Modeling, Asset Allocation, Portfolio Management, Risk Analysis, Macroeconomics, matlab, SAS, SQL, Equities, Financial Modeling, Financial Markets, Time Series Analysis, Matlab, Fixed Income
Education
University of Washington 1996 — 2000
PhD, Economics
San Jose State University 1993 — 1995
MA, Economics
California State University-Chico 1987 — 1992
Bachelor of Arts (B.A.), History and Public Administration
Breuer & Co. March 2013 - Present
State Street Global Advisors December 2000 - March 2013
Fidelity Investments February 1995 - December 2000
PHCS February 1991 - February 1995
Skills
Solaris, Red Hat Linux, Veritas Cluster Server, Vendor Management, Data Center, AIX, Disaster Recovery, Unix, High Availability, Storage, Veritas Volume Manager, DNS, Storage Area Networks, Shell Scripting, Operating Systems, VMware, Technical Support, Networking, Unix Shell Scripting, SAN, Servers, Virtualization
Education
Bunker Hill Community College 1980 — 1981
Fidelity Investments October 2006 - Present
State Street Global Advisors 2000 - 2006
Skills
Strategic Financial..., Series 7, Asset Management, Retirement Planning, Mutual Funds, Asset Managment, Financial Markets, Back Office, Options, Finance, Financial Analysis, Financial Advisory, Investment Advisory, Wealth Management, Investment Management, Financial Services, Equities
Education
Bryant University 2006 — 2008
CFP, Certified Financial Planner
Northeastern University 1994 — 1999
Burrillville High School 1989 — 1993
High School
State Street Global Advisors June 2012 - Present
Education
College of the Holy Cross
BA, French
Notre Dame Academy
High School
BlackRock June 2015 - Present
Citi June 2014 - August 2014
Cambridge Associates September 2010 - June 2013
State Street Global Advisors July 2006 - August 2010
MSHC Partners 2004 - 2005
Education
Columbia Business School
Brandeis University
Bachelor of Arts (B.A.), Economics
Concord Carlisle High School
Zevin Asset Management (ZAM) May 2014 - Present
State Street Global Advisors Charitable Asset Management January 2011 - April 2014
State Street Global Advisors April 2007 - January 2011
Loring Wolcott & Coolidge Office July 2006 - April 2007
Boston Advisors LLC November 2004 - July 2006
B & L Asset Management LLC April 2002 - October 2004
MG Financial LLC June 2000 - January 2002
Skills
Auditing, CRM, Finance, Financial Services, Risk Management, Trading, Business Development, Strategic Planning, Management, Financial Reporting, Financial Markets, Hedge Funds, Alternative Investments, Relationship Management, Asset Management, Equities
Education
Colby College 1996 — 2000
B.A., East Asian Studies, International Studies, minor in Japanese
The World Bank February 2015 - Present
Federal Reserve Bank of Boston July 2014 - Present
State Street Global Advisors June 2012 - August 2012
United States International Trade Commission June 2011 - August 2011
United States International Trade Commission June 2010 - August 2010
Skills
Economic Research, Statistics, Matlab, SAS, Stata, Financial Economics, Economics, Web Scraping, Data Visualization, Research, International..., Econometrics, Policy Analysis, Data Analysis, Editing, International Economics, Public Policy, Politics, International Relations, Analysis
Education
Brandeis University, Lemberg - International Business School 2010 — 2016
PhD, International Economics & Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2010
SAIS Diploma, International Relations; International Economics
University of California, Los Angeles 2003 — 2007
BS, Mathematics
National Grid June 2012 - Present
City of Boston, Office of Labor Relations December 2009 - May 2012
City of Boston, Office of Labor Relations September 2008 - December 2009
Federal Home Loan Bank of Boston June 2006 - May 2008
State Street Global Advisors January 1999 - May 2006
Skills
Organizational..., Organizational..., Employee Benefits, Strategic Planning, Employee Relations, Mediation, Microsoft Office, Labor Relations, Research, Community Outreach, Legal Compliance, Performance Management, Financial Services, Conflict Resolution, Program Management, Leadership, Public Speaking, Microsoft Excel, Legal Research, Talent Management, Social Media, Training, Employment Law, Deferred Compensation, Human Resources, Leadership Development, Event Planning, Policy, Analysis, Non-profits, Coaching
Education
Suffolk University Law School 2005 — 2009
JD, Magna Cum Laude
Brandeis University 1994 — 1998
BA & BS, Cum Laude, English & American Literature, Psychology
Fidelity Investments May 2007 - Present
State Street Global Advisors 2006 - 2007
Putnam Investments October 1995 - May 2005
Education
Brandeis University 1986 — 1990
State Street Global Advisors June 2008 - Present
Thomson March 2006 - July 2008
Natixis March 2002 - March 2006
Skills
Portia, Bloomberg, Equities, Fixed Income, Securities, Middle Office, Microsoft Excel, Portfolio Management, Trading, Trading Systems, Derivatives, Asset Management, Settlement, Investments, Mutual Funds, Back Office
Education
Brandeis University 1994 — 1998
Bachelor of Science (BS), Economics
NMHS 1990 — 1994
German International School Boston October 2014 - Present
Federal Reserve Bank of Boston October 2012 - December 2012
State Street Global Advisors June 1997 - April 2003
Federal Reserve Bank of Boston June 1996 - June 1997
Federal Reserve Bank of Boston June 1991 - June 1996
Skills
Risk Management, Banking, Economics, Finance, Capital Markets, Corporate Finance, Financial Regulation, Financial Accounting, Investments, Management, Fixed Income, Portfolio Management, Bloomberg, Credit Risk, Financial Analysis, Equities, Financial Services, German-English, Stock Market, Bond Markets, Accounting, Cash Management, Billing Process, QuickBooks, Budget Management
Education
Brandeis International Business School 1989 — 1991
MA, Finance
Ludwig-Maximilians Universität München 1988 — 1989
Fulbright Scholar, International Political Economy, Post-grad
Michigan State University 1983 — 1987
BA, International Relations, Economics, German
The University of Freiburg 1985 — 1986
Political Science and German
State Street Global Markets April 2013 - Present
Suffolk University 2009 - Present
State Street Global Advisors May 2011 - May 2013
State Street Global Advisors June 2007 - August 2011
Brown Brothers Harriman 2004 - 2007
State Street Bank March 1997 - August 2003
Skills
Process Improvement, Project Management, Product Management, Business Process..., FX Options, Financial Services, Strategic Planning, Change Management, Investments, Vendor Management, Start-ups, Management Consulting, Business Development, Risk Management, Management, Integration, Analysis, Business Analysis, Strategy, Program Management, Governance, Leadership, Trading, Auditing
Education
Boston University - School of Management
BSBA, operations management
Suffolk University - Sawyer Business School
MBA
BELL (Building Educated Leaders for Life) August 2009 - Present
TMP Worldwide December 2004 - October 2008
State Street Global Advisors April 1996 - June 2003
Funk Software September 1994 - April 1996
Skills
Digital Marketing
Education
Brandeis International Business School 2000 — 2002
M.S., International Finance
UCD-Michael Smurfit School of Business 1993 — 1994
D.B.S, Business Studies
University College Dublin 1989 — 1993
B.A., Psychology
Dechert LLP October 2014 - Present
State Street Global Advisors October 2004 - September 2014
Ropes & Gray LLP September 1999 - October 2004
Education
Boston University School of Law 1996 — 1999
JD
Vanderbilt University 1992 — 1996
BA, Economics
PAREXEL July 2012 - Present
Axcelis Technologies March 2001 - February 2012
State Street Global Advisors 1996 - 2000
Skills
Project Management, SDLC, Business Analysis, Software Development, Project Planning, Troubleshooting, Cross-functional Team..., Business Process, Scrum, Quality Assurance
Education
Project Management Institute 2012 — 2012
Project Management Professional (PMP)
Scrum Alliance 2012 — 2012
Certified ScrumMaster (CSM)
Clark University
Columbia Management November 2013 - Present
State Street Global Advisors 2005 - 2013
MFS 1999 - 2005
Skills
Securities, Mutual Funds, Equities, Bloomberg, Fixed Income, Hedge Funds, Asset Management, Financial Services
Education
Boston University Questrom School of Business 1992 — 1996
BSBA
State Street Global Advisors August 2008 - Present
State Street Global Advisors March 2007 - August 2008
Putnam Investments April 1996 - September 2000
Skills
Trading Systems, Fixed Income, Electronic Trading, Bloomberg, Risk Management, Hedge Funds, Trading, Equities, Derivatives, Portfolio Management, Financial Markets, Securities, FX Options, Asset Management, Alternative Investments, Mutual Funds, Equity Trading
Education
College of the Holy Cross 1989 — 1993
State Street Global Advisors 2011 - Present
OppenheimerFunds 2009 - 2011
MFS Investment Management 2006 - 2008
Putnam Investments 2004 - 2006
Education
New York University
MS, Mathematical Finance
Carleton University
MS, Mathematics
Tongji University
B. Eng.
Wellington Management September 2013 - Present
State Street Global Advisors January 2006 - September 2013
State Street 2006 - 2010
State Street Global Advisors 2006 - March 2009
Bingham McCutchen 2002 - 2006
Education
Vermont Law School 1999 — 2002
JD
Colby College 1991 — 1995
Wellington Management August 2013 - Present
State Street Global Advisors January 2011 - August 2013
State Street Global Advisors October 2008 - December 2010
State Street Global Advisors July 2006 - October 2008
State Street Global Markets September 2000 - July 2006
Fidelity Capital Markets June 1998 - September 2000
Cambridge Soundworks 1994 - 1998
Skills
Fixed Income, Credit Derivatives, Interest Rate..., International Equities, Convertible Bonds, Convertible Arbitrage, Risk Management, Counterparty Risk, Commodities, Hedge Funds, Interest Rate Swaps, Equities, Alternative Investments, Securities Lending, SQL, Software Development, Software Design, Scalable Web..., Agile Methodologies, Derivatives, Quantitative Analytics, Valuation, Prime Brokerage, Commodity, Portfolio Management, Investments
Education
Brandeis International Business School 2005 — 2008
MsF, Finance - International Investments
University of Massachusetts Boston 1997 — 2001
BA, Computer Science
State Street Global Advisors December 2011 - Present
Market America 2010 - Present
SSGA September 2008 - December 2011
First American Title November 2003 - August 2008
Skills
Servers, Active Directory, Microsoft Exchange, Operating Systems, Troubleshooting, Microsoft Office, Security, Disaster Recovery, Information Technology, Cybercrime, Information Security..., Viruses, Virus Removal, Databases, Network Security, Information Security, Networking, Technical Support, Unix, Citrix, Computer Hardware
Education
Cambridge College 2001 — 2003
Master, Information Technology and E-Commerce
Self-Employed February 2015 - Present
Eagle Investment Systems September 2013 - February 2015
Whitridge Associates April 2011 - July 2013
TEKsystems October 2010 - April 2011
State Street Global Advisors March 2007 - January 2009
State Street Global Advisors January 2001 - February 2007
Thomson Financial April 1998 - December 2000
Thomson Financial March 1997 - February 1998
Thomson Financial August 1995 - February 1997
Investors Bank & Trust June 1994 - July 1995
Skills
Fixed Income, Equities, Financial Services, Asset Managment, Business Analysis, Trading Systems, Vendor Management, Project Management, Program Management, SQL, SharePoint, Requirements Analysis, Business Process
Education
Boston University Questrom School of Business 1980 — 1982
MBA, Finance
College of the Holy Cross 1976 — 1980
BA, History
State Street Global Advisors November 2009 - Present
Columbia Management August 2008 - December 2009
IBT April 2005 - August 2008
State Street October 1996 - April 2005
Skills
Mutual Funds, Fixed Income, Client Service, Bloomberg, Fund Accounting, Financial Services, Hedge Funds, Securities, Equities, Corporate Actions, Asset Management, Client Services, Derivatives, Fund Administration, Alternative Investments, Investments, Middle Office, Portfolio Management
Education
Bryant College 1992 — 1996
bs, accounting
Ally Financial Services (via Diag Partners) March 2015 - Present
Working Order Tech Services, LLC February 2015 - Present
TIAA-CREF September 2014 - February 2015
Microsoft Corporation March 2011 - September 2014
Collabera July 2010 - March 2011
DeCouto Professional Services May 2010 - July 2010
JPMorgan Chase & Co. August 2005 - May 2010
State Street Global Advisors June 2004 - March 2005
DPS LLC 2002 - 2005
United States Tennis Association May 2003 - March 2004
Skills
Visio, LoadRunner, SNMP, Data Profiling, Query Analyzer, Netflow, Service Levels, Netscout, Perfmon, InfoVista, NetQoS, SAR, Unix, Networking, Servers, Networking Software, Windows Server, TCP/IP, Data Center, Integration, VMware, Troubleshooting, DNS, Switches, Windows 7, Enterprise Architecture, Virtualization, Quality Assurance, IT Management, Testing, Performance Tuning, DHCP, Software Documentation, Software Development, Oracle, Enterprise Software, Technical Support, Microsoft Exchange, Storage, Databases, System Deployment, Operating Systems, Solaris, Microsoft SQL Server, Hardware, Cloud Computing, WAN, Cluster, Disaster Recovery, Routers
Education
University of North Carolina at Charlotte 2015 — 2017
Graduate Certificate in Information Security and Privacy, Computer and Information Systems Security/Information Assurance
New York University - Polytechnic School of Engineering 1990 — 1992
MS TCM, Telecomm & Computing Management
City University of New York-Brooklyn College 1977 — 1990
BS CompSci, Computer Science
State Street Global Advisors 2000 - 2014
BankBoston September 1995 - November 1999
DuPont January 1988 - September 1995
Arthur D. Little September 1982 - January 1988
Skills
Emerging Markets, Fixed Income, Alternative Investments, Bloomberg, Equities, Investments, Financial Modeling, Investment Strategies, Portfolio Management, Investment Management, Asset Allocation, Mutual Funds, Asset Management, Bonds, Securities, Derivatives, ETFs, Hedge Funds, Equity Research, FX Options, Financial Markets, Series 63
Education
Brown University 1978 — 1982
MS, PhD, Engineering, Applied Mathematics
Harvard University 1974 — 1978
BSc, Engineering and Applied Science
BHS
BHS
State Street Global Advisors June 2007 - Present
Skills
Mutual Funds, Asset Managment
Education
Boston University - School of Management
Master of Business Administration (M.B.A.)
Columbia University in the City of New York
Bachelor's Degree
Titan Advisors 2007 - Present
Gamma Capital Management 1998 - 2006
State Street Global Advisors 1996 - 1998
ABN AMRO Bank N.V. 1983 - 1996
Federal Reserve Bank of Chicago 1979 - 1981
Skills
Portfolio Management, Alternative Investments, Hedge Funds, Investor Relations, Equities, Fixed Income, Investments, Asset Management, Securities, Private Equity, Derivatives, Due Diligence, Asset Managment, Fund Of Funds
Education
Brown University 1981 — 1983
Master of Arts (MA), Economics
Northern Illinois University 1976 — 1979
Bachelor of Arts (BA), Economics
Capula Investment Management LLP September 2013 - Present
STATE STREET GLOBAL ADVISORS March 2009 - September 2012
ING Investment Management Americas October 2005 - January 2009
MERRILL LYNCH INVESTMENT MANAGERS March 2000 - October 2005
LEHMAN BROTHERS INC October 1995 - March 2000
SWISS BANK CORPORATION October 1993 - October 1995
BANKERS TRUST COMPANY October 1986 - October 1993
SALOMON BROTHERS INC February 1983 - October 1986
Skills
Business Strategy, Strategic Partnerships, Relationship Marketing, Sales Management, Alternative Investments, Asset Managment, Innovation, Change Management, Revenue & Profit Growth, Fixed Income, Hedge Funds, Equities, Derivatives, Investments, ETFs, Financial Services, Management, Commodity, Bonds, Series 7, Institutional..., Strategy, Portfolio Management, Finance, Capital Markets, Relationship Management, Business Development, Financial Markets, Structured Products, Investment Management, Investment Banking, Securities, Asset Allocation, Mutual Funds, Structured Finance, Strategic Planning
Education
Brown University
BA, Political Science
Hamden Hall Country Day School 1975 — 1978
State Street Global Advisors May 2003 - Present
Standish Mellon Asset Management 2001 - 2003
The Boston Company Asset Management 1994 - 2001
Skills
Fixed Income, Portfolio Management, Asset Management, Bonds, Trading, ETFs, Structured Products, Credit, Securities Lending, MBS, ABS, Money Market
Education
Bryant University 1987 — 1990
BS, Finance
Raytheon November 2009 - Present
Deutsche Asset Management November 2006 - December 2008
Deutsche Asset Management June 2000 - November 2006
State Street Global Advisors June 1990 - June 2000
Skills
Investments, Mutual Funds, Portfolio Management, Investment Strategies
Education
Suffolk University - Sawyer Business School 1986 — 1990
MBA, Finance
College of the Holy Cross 1980 — 1984
BA, Spanish and Sociology
Notre Dame Academy-Hingham,MA 1976 — 1980
College Prep
State Street Global Advisors June 2005 - Present
Skills
Equities, Fixed Income, Bloomberg, Asset Managment, Capital Markets, Financial Analysis, Performance Attribution, Asset Management, Securities
Education
Clark University 2001 — 2003
MBA, Finance & Accounting
Goldman Sachs August 2013 - Present
SEI 2009 - July 2013
Columbia Management February 2006 - March 2009
Barbour Capital 2003 - 2006
Paradigm Asset Management 1997 - 2003
State Street Global Advisors 1995 - 1997
Riggs Bank 1993 - 1994
Barnett Bank of South Florida 1990 - 1993
Skills
Equities, Alternative Investments, Asset Allocation, Portfolio Management, Investment Management, Institutional...
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
MSIA, Finance
Morehouse College 1986 — 1990
B.A., Finance
State Street Global Advisors December 2004 - Present
Tufts University March 1999 - November 2004
Cherwin Glickman & Theise December 1996 - February 1999
Campbell Campbell Edwards & Conroy July 1995 - November 1996
Rawle & Henderson August 1993 - July 1995
Education
Boston University School of Law
JD
The London School of Economics and Political Science (LSE)
Tufts University
BA, Political Science
State Street Global Advisors 2008 - 2009
State Street Global Advisors 2006 - 2008
State Street Global Advisors 1995 - 2006
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Financial Markets
Brandeis University 1976 — 1980
BA, Politics
State Street Global Advisors September 2014 - Present
Ramius Trading Strategies July 2009 - September 2014
Merrill Lynch Alternative Investments May 2006 - July 2009
Julius Baer Investment Management July 1998 - May 2006
Education
Bowdoin College 1981 — 1985
BA
Ruberto, Israel & Weiner, P.C. January 2010 - Present
Rackemann, Sawyer & Brewster August 2002 - January 2010
State Street Global Advisors April 1997 - July 2002
Ernst & Young September 1992 - April 1997
Skills
Estate Planning, Trusts, Wills, Estate Administration, Estate Tax Planning, Corporate Law, High Net Worth..., Succession Planning, Estate Law, Financial Advisory, Strategic Financial..., Financial Planners, Investment Management, Asset Allocation, Financial Planning, Portfolio Management, Tax, Retirement Planning, Mergers & Acquisitions
Education
Boston University School of Law 1987 — 1990
LL.M., Taxation
Suffolk University Law School 1982 — 1985
J.D., Law
Hamilton College 1978 — 1982
B.A., Comparative Literature
Commonwealth School 1975 — 1978
High School
State Street Global Advisors June 2015 - Present
Ameriprise Financial, Inc. May 2010 - June 2015
Bank of America September 2007 - May 2010
Massachusetts Mutual Life Insurance Company June 2001 - September 2007
Babson Capital Management 2001 - 2007
Investors Bank & Trust Company April 2000 - May 2001
Putnam Investments April 1999 - April 2000
Skills
Securities, FINRA, Mutual Funds, Hedge Funds, Investments, Series 7, Series 24, Corporate Governance, Estate Planning, Alternative Investments, Private Equity, Fixed Income, Equities, Investment Management, Finance, Portfolio Management
Education
Suffolk University Law School 1990 — 1994
JD, Law
Brown University 1980 — 1984
BA, Liberal Arts
State Street November 2013 - Present
State Street Global Advisors November 2010 - November 2013
State Street Global Advisors April 2008 - October 2010
State Street July 2003 - March 2008
State Street April 1999 - July 2003
Skills
Performance Measurement, Performance Attribution, Performance Reporting, Equities, Fund Accounting, Management, Client Services, Relationship Management, Bloomberg, Performance Analysis, Fixed Income, Mutual Funds, Microsoft Excel, Hedge Funds, Securities, Asset Management, Investments, Portfolio Management, Derivatives, Accounting, Factset
Education
Bridgewater State University 1994 — 1999
Bachelor of Science, General Management
Barclays March 2015 - Present
Barclays October 2013 - February 2015
J.P. Morgan February 2013 - September 2013
J.P. Morgan September 2010 - February 2013
State Street Global Advisors June 2010 - August 2010
Brandeis University August 2009 - May 2010
Brandeis University August 2009 - December 2009
Swedbank July 2009 - August 2009
Antanta Capital March 2008 - April 2008
Skills
Investments, High Yield Bonds, Fixed Income, Russian, Distressed Debt, Metals, Mining, Utility, Statistics, Econometrics, Macroeconomics, Financial Modeling, Corporate Finance, Bloomberg Terminal, Quantitative Analytics, Capital Markets, Investment Banking, DCF, Emerging Markets
Education
Brandeis International Business School 2008 — 2010
MA, International Economics and Finance
State University - Higher School of Economics 2004 — 2008
BS, Economics
PIMCO 2008 - Present
State Street Global Advisors 2006 - 2007
Education
Brandeis International Business School 2004 — 2006
MA, International Finance and Economics
State Street Global Advisors August 2008 - Present
Hewitt Investment Consulting May 2007 - August 2008
Education
Brock University 2002 — 2007
BBE, Economics and Finance
CFA Institute Candidate
State Street Global Advisors July 2010 - Present
State Street Global Advisors May 2007 - July 2010
State Street March 2003 - May 2007
Skills
Bloomberg, Credit, Credit Analysis, Fixed Income, Investments, Bonds, Microsoft Excel
Education
Bridgewater State University 1998 — 2002
B.S., Finance
LMCG Investments, LLC 2009 - Present
Independence Investments 2007 - 2009
State Street Global Advisors 2004 - 2007
Skills
Asset Management, Alternative Investments, Equities, Mutual Funds, Hedge Funds, Investment Management, Investments, Fixed Income, Asset Allocation, Portfolio Management
Education
Bryant University 1994 — 1998
B.S., Finance
Suffolk University - Sawyer Business School
MBA
Nuveen Investments November 2004 - Present
State Street Global Advisors June 2000 - October 2004
Education
Brown University 1996 — 2000
AB, Business Economics and International Relations
State Street July 2010 - Present
State Street July 2010 - June 2011
State Street Global Advisors November 2003 - June 2010
Education
Northeastern University 2001 — 2003
Master's degree, Professional, Technical, Business, and Scientific Writing
College of Our Lady of the Elms 1986 — 1990
Bachelor's degree, English Language and Literature, General, 3.88
State Street Global Advisors May 2005 - Present
Putnam Investments May 2004 - May 2005
Affinnova December 2002 - June 2004
Skills
Bloomberg, Fixed Income, Java, Asset Management, Portfolio Management, Equities, Investments, Risk Management, Financial Risk, Axioma, Matlab, SAS, Factset,..., Derivatives, Perl, Analysis, Finance, C++
Education
City University of New York
Master of Science (M.S.)
Peking University
Master of Science (M.S.)
PwC November 2011 - Present
State Street Global Advisors May 2008 - November 2011
State Street February 2007 - May 2008
State Street September 2006 - February 2007
Doonan, Graves & Longoria September 2005 - September 2006
LGDA Albania July 2005 - August 2005
Education
Salem State University 2007 — 2011
Bachelor of Science, Accounting
College of the Holy Cross 2001 — 2005
BA, Political Science
State Street Global Advisors January 2015 - Present
State Street May 2011 - Present
BNY Mellon November 2004 - May 2011
Investors Bank & Trust 2001 - 2004
Allmerica Financial 1998 - 2001
Skills
Business Analysis, Mutual Funds, Derivatives, Financial Analysis, Fixed Income, Financial Services, Equities, Bloomberg, Securities, Analysis
Education
Boston University - School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Concentrations in Finance & Strategy and Business Analysis
Clark University
B.A., Management
State Street Global Advisors October 2014 - Present
OppenheimerFunds July 2010 - October 2014
Citi Private Bank 2005 - 2010
SEI 1997 - 2005
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management, Investment Strategies, Hedge Funds, Investment Management, Portfolio Management, Investment Advisory, Investments, Series 63, Asset Management, Equities, Securities, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 1989 — 1992
MBA, Finance
Princeton University 1980 — 1984
AB, Religion
State Street Global Advisors February 2010 - Present
State Street Global Advisors February 2008 - February 2010
Wellington Management Company, LLP 2004 - February 2008
Education
College of the Holy Cross
Bachelors, Economics
BNY Mellon December 2010 - Present
Citi May 2008 - December 2010
State Street Global Advisors November 2006 - May 2008
State Street Bank April 2004 - November 2006
Skills
Fund Accounting, Accounting, Bloomberg, Fixed Income, Hedge Funds
Education
Clark University
Commonwealth Financial Network February 2007 - Present
Commonwealth Financial Network May 2004 - February 2007
TechSquare, Inc August 2002 - May 2004
Black Ink Systems January 2000 - July 2002
Pioneer Investments November 1998 - January 2000
Workgroup Solution Incorporation September 1997 - November 1998
State Street Global Advisors September 1995 - September 1997
Skills
Microsoft NT4 Certified..., Citrix WinFrame..., Hewlett Packard..., Certified Hewlett..., Certified Hewlett...
Education
Brandeis University 2007 — 2009
Master's degree, Software Engineering
Northeastern University 1996 — 1998
Certificate in Data Communications System Technology
Wentworth Institute of Technology 1992 — 1995
Bachelor of Science (BS), Computer Science
Boston Technical High 1989 — 1992
High School/Secondary Diplomas and Certificates
State Street Global Advisors 2012 - Present
Fidelity Investments June 2011 - July 2012
John Hancock Life Insurance Company (U.S.A.) December 2010 - June 2011
WilmerHale July 2008 - December 2010
Fidelity Investments April 2005 - June 2008
Education
Boston University School of Law 2006 — 2008
Master of Laws (LL.M.), Banking and Financial Laws (Concentration: Securities Transactions)
Suffolk University Law School 1999 — 2002
Doctor of Law (JD), Law
Saint Anselm College 1993 — 1997
Bachelor of Arts (B.A.)
State Street Global Advisors May 2012 - May 2014
State Street Global Advisors October 2008 - May 2012
JPMorgan Chase October 2007 - October 2008
State Street Back Bay May 2005 - September 2007
State Street Corporation April 2003 - May 2005
State Street Corporation April 2001 - April 2003
State Street Corporation April 1998 - April 2001
State Street Corporation February 1994 - April 1998
Watchmaker & Co., P.C., CPA April 1990 - August 1992
Skills
Securities, Mutual Funds, Investments, Equities
Education
Central Connecticut State University
Bachelor of Science, Finance