State Street Global Advisors

Industry: Financial services company

Description

State Street Global Advisors is the investment management division of State Street Corporation and the world's fifth largest asset manager, with nearly $2.8 trillion in assets under management as of 31 December 2017. Assets under management: 2.8 trillion USD (2017) CEO: Cyrus Taraporevala (Nov 2017–) Headquarters: Boston, Massachusetts, United States Parent organization: State Street Corporation Number of employees: 2,500 Subsidiaries: SSGA FUNDS MANAGEMENT INC,

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

State Street Global Advisors Employees

Employee
Years
Job
Industry
Arsalan Akbari Arsalan Akbari Greater Boston Area Details
Arsalan Akbari's State Street Global Advisors Experience August 2015 - Present
Job Business Analyst Consultant at State Street Global Advisors
Industry Information Technology and Services
Experience
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

Steven Cheshire, CFA Steven Cheshire, CFA Miami/Fort Lauderdale Area Details
Steven Cheshire, CFA's State Street Global Advisors Experience April 1997 - June 2002
Job Equity Investment Consultant at Affinity Wealth Management, Inc.
Industry Investment Management
Experience
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

Ross Amato Ross Amato Worcester, Massachusetts Details
Ross Amato's State Street Global Advisors Experience January 2014 - Present
Job Financial Analyst II, The Hanover Insurance Group
Industry Financial Services
Experience
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

David Donovan David Donovan Scituate, Massachusetts Details
David Donovan's State Street Global Advisors Experience January 2000 - May 2002
Job Vice President, Territory Sales at American Century Investments
Industry Investment Management
Experience
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

Kent Lyle Kent Lyle Greater Boston Area Details
Kent Lyle's State Street Global Advisors Experience 2001 - 2002
Job Associate Director of Network and Support Services at Year Up
Industry Information Technology and Services
Experience
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

Nathan Tower Nathan Tower Greater New York City Area Details
Nathan Tower's State Street Global Advisors Experience June 2007 - August 2007
Job MBA candidate at Columbia Business School
Industry Management Consulting
Experience
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

Jeffrey Scribner Jeffrey Scribner San Francisco, California Details
Jeffrey Scribner's State Street Global Advisors Experience September 2012 - Present
Job
Industry Investment Management
Experience
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

Joseph Mallen Joseph Mallen Concord, Massachusetts Details
Joseph Mallen's State Street Global Advisors Experience May 2014 - August 2014
Job Investment Banking Intern at AGC Partners
Industry Financial Services
Experience
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

Amy Perrizo Amy Perrizo Greater Minneapolis-St. Paul Area Details
Amy Perrizo's State Street Global Advisors Experience 1996 - 1999
Job Client Marketing Consultant
Industry Financial Services
Experience
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

Chris Swaffar Chris Swaffar Greater Boston Area Details
Chris Swaffar's State Street Global Advisors Experience April 1998 - September 2000
Job Graphic Designer, Presentation Designer, Project Manager seeking work
Industry Graphic Design
Experience
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

Glenn Davis Glenn Davis New York, New York Details
Glenn Davis's State Street Global Advisors Experience 1989 - 1993
Job Managing Director, Portfolio Manager, US Fixed Income at TD Asset Management USA Inc.
Industry Investment Management
Experience
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

Anthony Morra III Anthony Morra III Boston, Massachusetts Details
Anthony Morra III's State Street Global Advisors Experience 2003 - 2007
Job Senior Manager, IT Product Management (Electronic Trading) at Fidelity Investments
Industry Financial Services
Experience
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

Matt Hamilton Matt Hamilton Boston, Massachusetts Details
Matt Hamilton's State Street Global Advisors Experience July 2014 - Present
Job Assistant Vice President SSGA
Industry Investment Management
Experience
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

Ingvar Sigurjonsson, FRM Ingvar Sigurjonsson, FRM Greater Boston Area Details
Ingvar Sigurjonsson, FRM's State Street Global Advisors Experience June 2011 - May 2012
Job Vice President at State Street
Industry Financial Services
Experience
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

Chuck LaPosta, CFA Chuck LaPosta, CFA Greater Boston Area Details
Chuck LaPosta, CFA's State Street Global Advisors Experience 2007 - May 2011
Job Senior Investment Officer at Massachusetts Pension Reserves Investment Management
Industry Investment Management
Experience
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

Joanna (Odella) Damp Joanna (Odella) Damp Boston, Massachusetts Details
Joanna (Odella) Damp's State Street Global Advisors Experience June 2013 - Present
Job Vice President, Intermediary Business Group at State Street Global Advisors
Industry Financial Services
Experience
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

Michael Emerson Michael Emerson Greater Boston Area Details
Michael Emerson's State Street Global Advisors Experience July 2014 - Present
Job VP, Head of North American Portfolio Specialists and Analysts at SSgA
Industry Financial Services
Experience
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

Frank Revelpulle Frank Revelpulle Toronto, Canada Area Details
Frank Revelpulle's State Street Global Advisors Experience October 2007 - April 2011
Job QA Lead at TD Bank Group
Industry Information Technology and Services
Experience
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

Michelle Cugini Michelle Cugini Braintree, Massachusetts Details
Michelle Cugini's State Street Global Advisors Experience January 2014 - Present
Job SSgA IBG Marketing Specialist at State Street
Industry Financial Services
Experience
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

Richard Curran Richard Curran Greater New York City Area Details
Richard Curran's State Street Global Advisors Experience July 2005 - June 2007
Job ETFs WisdomTree Asset Management
Industry Investment Management
Experience
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

Devika Mukherjee PMP, PgMP Devika Mukherjee PMP, PgMP Greater Boston Area Details
Devika Mukherjee PMP, PgMP's State Street Global Advisors Experience 2007 - 2009
Job Founder and President , mobileSPA (Wall Street Journal feature link: http://mobilespa.com/media.asp)
Industry Internet
Experience
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

Mike Fantin Mike Fantin Montreal, Canada Area Details
Mike Fantin's State Street Global Advisors Experience August 2007 - October 2010
Job Relationship Manager at Manulife Asset Management
Industry Investment Management
Experience
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

David Nieman David Nieman San Francisco Bay Area Details
David Nieman's State Street Global Advisors Experience June 2010 - June 2013
Job Fixed Income Asset Mangement
Industry Capital Markets
Experience
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

Jonathan Uldrikis Jonathan Uldrikis Hartford, Connecticut Area Details
Jonathan Uldrikis's State Street Global Advisors Experience September 1997 - March 2001
Job Onsite Education Team Manager at Voya Financial
Industry Financial Services
Experience
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

Carline Chery Carline Chery Greater Boston Area Details
Carline Chery's State Street Global Advisors Experience April 2008 - August 2011
Job Home Center Foreclosure Prevention Counselor and Educator at Nuestra Comunidad Development Corporation
Industry Accounting
Experience
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

Robert Tibert Robert Tibert Greater Boston Area Details
Robert Tibert's State Street Global Advisors Experience July 2013 - Present
Job Fixed Income and Equity Pricing Analyst at State Street Global Advisors
Industry Financial Services
Experience
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

Jessie Crozier Jessie Crozier Greater New York City Area Details
Jessie Crozier's State Street Global Advisors Experience June 2013 - August 2013
Job Equity Research Associate
Industry Investment Management
Experience
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

Tara Norton Tara Norton Greater Boston Area Details
Tara Norton's State Street Global Advisors Experience 2005 - 2007
Job Vice President, Manager, Hedge Fund Operations at Acadian Asset Management
Industry Financial Services
Experience
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

Connor Watson Connor Watson Greater Boston Area Details
Connor Watson's State Street Global Advisors Experience June 2011 - August 2011
Job Client Service Associate at BNY Mellon
Industry Financial Services
Experience
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

Melissa Au Melissa Au Greater Boston Area Details
Melissa Au's State Street Global Advisors Experience October 2013 - March 2015
Job Compliance Officer at State Street
Industry Financial Services
Experience
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

Christopher B. Alt Christopher B. Alt Greater Boston Area Details
Christopher B. Alt's State Street Global Advisors Experience January 1995 - April 1996
Job Visiting Assistant Professor Finance at Clark University Graduate School of Management
Industry Investment Management
Experience
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

Amanda Woodgate Amanda Woodgate Greater Boston Area Details
Amanda Woodgate's State Street Global Advisors Experience June 2012 - May 2014
Job Client Service Analyst at Sapers & Wallack, Inc.
Industry Investment Management
Experience
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

Meredith Courtemanche Meredith Courtemanche Framingham, Massachusetts Details
Meredith Courtemanche's State Street Global Advisors Experience July 2010 - February 2014
Job Direct Marketing Supervisor at TJX
Industry Retail
Experience
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

Sujit Jalgaonkar Sujit Jalgaonkar Greater Boston Area Details
Sujit Jalgaonkar's State Street Global Advisors Experience January 2005 - Present
Job Consultant
Industry Information Technology and Services
Experience
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

Marc Ross, CFA, CFP®, CLU® Marc Ross, CFA, CFP®, CLU® Greater Boston Area Details
Marc Ross, CFA, CFP®, CLU®'s State Street Global Advisors Experience January 1991 - January 1999
Job Senior Compliance Consultant
Industry Financial Services
Experience
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

Andrea Anastasio Andrea Anastasio Greater Boston Area Details
Andrea Anastasio's State Street Global Advisors Experience April 2015 - Present
Job Managing Director, Global Business Strategy at State Street Global Advisors
Industry Financial Services
Experience
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

Suchan Sivam Suchan Sivam Boston, Massachusetts Details
Suchan Sivam's State Street Global Advisors Experience November 2006 - March 2009
Job Vice President at State Street Corporation
Industry Financial Services
Experience
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

Jeffrey Klug Jeffrey Klug Greater Boston Area Details
Jeffrey Klug's State Street Global Advisors Experience April 2015 - Present
Job Client Implementation Officer
Industry Financial Services
Experience
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

Yilun Qian Yilun Qian Greater Pittsburgh Area Details
Yilun Qian's State Street Global Advisors Experience June 2014 - August 2014
Job Quantitative Analytics and Model Development Analyst at PNC
Industry Financial Services
Experience
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

Elissa Levin Davis Elissa Levin Davis Greater Boston Area Details
Elissa Levin Davis's State Street Global Advisors Experience August 2005 - March 2011
Job Communications Specialist at Cambridge Associates
Industry Financial Services
Experience
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

Lisa Burrows, CFA Lisa Burrows, CFA Greater Boston Area Details
Lisa Burrows, CFA's State Street Global Advisors Experience August 2012 - September 2013
Job Senior National Accounts Manager at AQR Capital Management
Industry Financial Services
Experience
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

Rimma Sherman Rimma Sherman Greater Boston Area Details
Rimma Sherman's State Street Global Advisors Experience May 2006 - September 2006
Job Assistant Professor of Finance at Endicott College
Industry Financial Services
Experience
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

Jeffrey R. Boutin Jeffrey R. Boutin Boston, Massachusetts Details
Jeffrey R. Boutin's State Street Global Advisors Experience March 1996 - March 2000
Job Credit Research Professional
Industry Investment Management
Experience
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

Naomi DePina Naomi DePina Waltham, Massachusetts Details
Naomi DePina's State Street Global Advisors Experience June 2015 - August 2015
Job Business Unit Finance Summer Analyst at State Street Global Advisors
Industry Financial Services
Experience
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

Kyle Maddy Kyle Maddy Greater Boston Area Details
Kyle Maddy's State Street Global Advisors Experience July 2012 - August 2013
Job Officer Corporate Compliance at State Street
Industry Financial Services
Experience
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

Alexandra Dudley Alexandra Dudley Greater Boston Area Details
Alexandra Dudley's State Street Global Advisors Experience October 2013 - Present
Job Internal Sales Manager at State Street Global Advisors
Industry Financial Services
Experience
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

Bill Hughto Bill Hughto Greater Boston Area Details
Bill Hughto's State Street Global Advisors Experience June 2007 - November 2008
Job Global Account Executive
Industry Information Technology and Services
Experience
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

Trevor DeVitto Trevor DeVitto Greater Boston Area Details
Trevor DeVitto's State Street Global Advisors Experience June 2012 - August 2012
Job Operations Analyst at Highbridge Capital Management
Industry Financial Services
Experience
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

Mike Freeman MBA, REALTOR® Mike Freeman MBA, REALTOR® Greater Boston Area Details
Mike Freeman MBA, REALTOR®'s State Street Global Advisors Experience 2011 - 2013
Job Real Estate Salesperson at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
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

Andy Effron Andy Effron Greater Boston Area Details
Andy Effron's State Street Global Advisors Experience August 2011 - November 2012
Job Senior Corporate Recruiter at Sun Life Financial
Industry Financial Services
Experience
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

Nicole Tagher Nicole Tagher Monaco area Details
Nicole Tagher's State Street Global Advisors Experience August 2002 - August 2004
Job Technology
Industry Internet
Experience
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

William Bryce William Bryce Greater Los Angeles Area Details
William Bryce's State Street Global Advisors Experience June 2013 - August 2013
Job Master's in Finance Candidate at Claremont McKenna College
Industry Higher Education
Experience
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

Paul Lyons, CFA Paul Lyons, CFA Boston, Massachusetts Details
Paul Lyons, CFA's State Street Global Advisors Experience April 2011 - October 2014
Job Portfolio Analyst at SSgA
Industry Investment Management
Experience
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

Rym MacDonald Rym MacDonald Columbus, Ohio Area Details
Rym MacDonald's State Street Global Advisors Experience June 2007 - November 2011
Job Stated new job this month at the OAGO.
Industry Information Technology and Services
Experience
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

Armando Palomino Armando Palomino San Francisco Bay Area Details
Armando Palomino's State Street Global Advisors Experience February 2007 - December 2013
Job National Account Manager at Square Valley Technology 18Birdies
Industry Investment Management
Experience
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

Daniel Hermansson Daniel Hermansson New York, New York Details
Daniel Hermansson's State Street Global Advisors Experience June 2009 - August 2009
Job Consultant at Oliver Wyman
Industry Financial Services
Experience
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

Niket Patel Niket Patel Boston, Massachusetts Details
Niket Patel's State Street Global Advisors Experience December 2013 - Present
Job Applicaton Programmer at State Street Global Advisors
Industry Computer Software
Experience
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

Sara Cameron Sara Cameron Greater Boston Area Details
Sara Cameron's State Street Global Advisors Experience March 2011 - October 2013
Job Consultant Relations Associate at Acadian Asset Management
Industry Financial Services
Experience
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

Dan Fink Dan Fink Greater Boston Area Details
Dan Fink's State Street Global Advisors Experience September 2006 - January 2007
Job Director of Research at Shepherd Kaplan LLC
Industry Investment Management
Experience
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

John Gulino, CFA John Gulino, CFA Greater Boston Area Details
John Gulino, CFA's State Street Global Advisors Experience January 2012 - Present
Job Portfolio Manager at State Street Global Advisors
Industry Financial Services
Experience
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

Ray Donofrio Ray Donofrio Greater Boston Area Details
Ray Donofrio's State Street Global Advisors Experience September 2012 - Present
Job Portfolio Manager at State Street Global Advisors
Industry Investment Management
Experience
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

Matthew Griswold, CFA Matthew Griswold, CFA Greater Boston Area Details
Matthew Griswold, CFA's State Street Global Advisors Experience October 1996 - December 2008
Job at Richard Bernstein Advisors LLC
Industry Investment Management
Experience
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

Matt Murdoch Matt Murdoch Greater Boston Area Details
Matt Murdoch's State Street Global Advisors Experience September 2011 - Present
Job Client Service Standard Life Investments
Industry Financial Services
Experience
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

Alison Doyle Alison Doyle Greater Boston Area Details
Alison Doyle's State Street Global Advisors Experience November 2014 - Present
Job Internal Sales Associate at State Street Global Advisors
Industry Financial Services
Experience
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

Carolee Burgess Carolee Burgess Greater Boston Area Details
Carolee Burgess's State Street Global Advisors Experience November 2003 - June 2010
Job at
Industry Financial Services
Experience
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

Hubert Thompson Hubert Thompson Greater Memphis Area Details
Hubert Thompson's State Street Global Advisors Experience April 2003 - October 2003
Job
Industry Information Technology and Services
Experience
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

Megan Yost Megan Yost Greater Boston Area Details
Megan Yost's State Street Global Advisors Experience November 2007 - Present
Job Vice President, Head of Participant Engagement
Industry Investment Management
Experience
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

Katherine Dickie Katherine Dickie Greater Boston Area Details
Katherine Dickie's State Street Global Advisors Experience March 2009 - Present
Job at State Street Global Advisors
Industry Apparel & Fashion
Experience
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

Henry Stern Henry Stern Greater Boston Area Details
Henry Stern's State Street Global Advisors Experience January 2001 - October 2001
Job Trading Systems Consultant
Industry Information Technology and Services
Experience
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)

Daniela Kolusheva Daniela Kolusheva Greater Boston Area Details
Daniela Kolusheva's State Street Global Advisors Experience 2007 - 2007
Job Student at Brandeis University, Lemberg International Business School
Industry Financial Services
Experience
State Street Global Advisors   2007 - 2007

Education
Brandeis International Business School   2004 — 2008

Lorne Johnson Lorne Johnson Boston, Massachusetts Details
Lorne Johnson's State Street Global Advisors Experience June 2011 - Present
Job Senior Portfolio Manager, Vice President at State Street Global Advisors
Industry Investment Management
Experience
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

Buddy DeMontier Buddy DeMontier Greater Boston Area Details
Buddy DeMontier's State Street Global Advisors Experience December 2000 - March 2013
Job Systems and Networking at Breuer & Co.
Industry Information Technology and Services
Experience
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

Patrice Santilli Patrice Santilli Providence, Rhode Island Area Details
Patrice Santilli's State Street Global Advisors Experience 2000 - 2006
Job Senior Client Manager, Director at Fidelity Investments
Industry Financial Services
Experience
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

Joyce Donadio Joyce Donadio Greater Boston Area Details
Joyce Donadio's State Street Global Advisors Experience June 2012 - Present
Job VP, Senior Relationship Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   June 2012 - Present

Education
College of the Holy Cross
BA, French

Notre Dame Academy
High School

Karishma Patel Karishma Patel New York, New York Details
Karishma Patel's State Street Global Advisors Experience July 2006 - August 2010
Job Global Marketing & Communications at BlackRock
Industry Marketing and Advertising
Experience
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

Jen Katstra Jen Katstra Greater Boston Area Details
Jen Katstra's State Street Global Advisors Experience April 2007 - January 2011
Job Operations Specialist and Compliance Officer at Zevin Asset Management (ZAM)
Industry Financial Services
Experience
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

Lara Loewenstein Lara Loewenstein Greater Boston Area Details
Lara Loewenstein's State Street Global Advisors Experience June 2012 - August 2012
Job PhD candidate in economics, Brandeis University
Industry Research
Experience
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

Maria Marotta Maria Marotta Greater Boston Area Details
Maria Marotta's State Street Global Advisors Experience January 1999 - May 2006
Job Manager, Employee & Labor Relations at National Grid
Industry Human Resources
Experience
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

Salvatore Guerra, CFA Salvatore Guerra, CFA Greater Boston Area Details
Salvatore Guerra, CFA's State Street Global Advisors Experience 2006 - 2007
Job SVP, Managing Director at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  May 2007 - Present
State Street Global Advisors   2006 - 2007
Putnam Investments  October 1995 - May 2005

Education
Brandeis University   1986 — 1990

Chris Fiddner Chris Fiddner Greater Boston Area Details
Chris Fiddner's State Street Global Advisors Experience June 2008 - Present
Job Business Analyst Fixed Income at State street Global Advisors
Industry Computer Software
Experience
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

Paula Spencer Paula Spencer Greater Boston Area Details
Paula Spencer's State Street Global Advisors Experience June 1997 - April 2003
Job Director of Finance at German International School Boston
Industry Financial Services
Experience
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

Tara Taylor Tara Taylor Greater Boston Area Details
Tara Taylor's State Street Global Advisors Experience May 2011 - May 2013
Job Managing Director, Sales and Trading Business Management and Analysis at State Street Global Markets
Industry Financial Services
Experience
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

Aisling Toby Aisling Toby Ponte Vedra Beach, Florida Details
Aisling Toby's State Street Global Advisors Experience April 1996 - June 2003
Job at BELL
Industry Marketing and Advertising
Experience
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

Christopher Douglass Christopher Douglass Washington D.C. Metro Area Details
Christopher Douglass's State Street Global Advisors Experience October 2004 - September 2014
Job Special Counsel at Dechert LLP
Industry Financial Services
Experience
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

Linda (Breckenridge) Clifford, PMP, CSM Linda (Breckenridge) Clifford, PMP, CSM Greater Boston Area Details
Linda (Breckenridge) Clifford, PMP, CSM's State Street Global Advisors Experience 1996 - 2000
Job Principal Project Manager at PAREXEL Intl Corp
Industry Information Technology and Services
Experience
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

Tan Eng Tan Eng Greater Boston Area Details
Tan Eng's State Street Global Advisors Experience 2005 - 2013
Job Compliance Manager at Columbia Management
Industry Investment Management
Experience
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

John Wysocki John Wysocki Greater Boston Area Details
John Wysocki's State Street Global Advisors Experience August 2008 - Present
Job Head of Cash, Compliance, Fixed Income and Trading Technology at State Street Global Advisors
Industry Information Technology and Services
Experience
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

Jason Lan, CFA, FRM Jason Lan, CFA, FRM Greater Boston Area Details
Jason Lan, CFA, FRM's State Street Global Advisors Experience 2011 - Present
Job Vice President at State Street Global Advisors
Industry Investment Management
Experience
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.

Chad Tyson Chad Tyson Greater Boston Area Details
Chad Tyson's State Street Global Advisors Experience January 2006 - September 2013
Job Vice President & Counsel at Wellington Management
Industry Financial Services
Experience
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

Jeffrey Morrissey Jeffrey Morrissey Greater Boston Area Details
Jeffrey Morrissey's State Street Global Advisors Experience January 2011 - August 2013
Job Lead Systems Analyst at Wellington Management
Industry Financial Services
Experience
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

Jeanet Ladino-Otero Jeanet Ladino-Otero Greater Boston Area Details
Jeanet Ladino-Otero's State Street Global Advisors Experience December 2011 - Present
Job Sr. Information Security Analyst at State Street Global Advisors
Industry Information Technology and Services
Experience
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

Mark Rendini Mark Rendini Greater Boston Area Details
Mark Rendini's State Street Global Advisors Experience March 2007 - January 2009
Job Independent Consultant through InvestTech
Industry Investment Management
Experience
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

Chris Ouellette Chris Ouellette Greater Boston Area Details
Chris Ouellette's State Street Global Advisors Experience November 2009 - Present
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
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

Herschel DeCouto Herschel DeCouto Charlotte, North Carolina Area Details
Herschel DeCouto's State Street Global Advisors Experience June 2004 - March 2005
Job Test Solution Lead at Ally Financial Services
Industry Information Technology and Services
Experience
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

Dan Peirce Dan Peirce Greater Boston Area Details
Dan Peirce's State Street Global Advisors Experience 2000 - 2014
Job Portfolio Manager and Market Strategist
Industry Investment Management
Experience
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

Woo, Jeanne Woo, Jeanne Greater Boston Area Details
Woo, Jeanne's State Street Global Advisors Experience June 2007 - Present
Job Head of Project Management Office at State Street Global Advisors
Industry Financial Services
Experience
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

Karl Chalupa Karl Chalupa Jensen Beach, Florida Details
Karl Chalupa's State Street Global Advisors Experience 1996 - 1998
Job Director, Risk Management
Industry Financial Services
Experience
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

James Kase James Kase Providence, Rhode Island Area Details
James Kase's State Street Global Advisors Experience March 2009 - September 2012
Job Global Head of IR at Capula Investment Management LLP
Industry Financial Services
Experience
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

Thomas Connelley, CFA Thomas Connelley, CFA Greater Boston Area Details
Thomas Connelley, CFA's State Street Global Advisors Experience May 2003 - Present
Job Vice President at State Street Global Advisors
Industry Investment Management
Experience
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

Sara Smithson, CFA Sara Smithson, CFA Greater Boston Area Details
Sara Smithson, CFA's State Street Global Advisors Experience June 1990 - June 2000
Job DirectorFixed Income and DC Pension Plan Investments at Raytheon
Industry Financial Services
Experience
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

Amit Jhawar Amit Jhawar Greater Boston Area Details
Amit Jhawar's State Street Global Advisors Experience June 2005 - Present
Job Senior Investment Data Analyst at State Street Global Advisors
Industry Investment Management
Experience
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

Russell Ewing Russell Ewing Greater New York City Area Details
Russell Ewing's State Street Global Advisors Experience 1995 - 1997
Job Goldman Sachs Asset Management
Industry Investment Management
Experience
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

nancy mahler nancy mahler Greater Boston Area Details
nancy mahler's State Street Global Advisors Experience December 2004 - Present
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
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

Daniel Stachel Daniel Stachel Greater Boston Area Details
Daniel Stachel's State Street Global Advisors Experience 2008 - 2009
Job Investment Management Professional
Industry Investment Management
Experience
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

William Marr William Marr Greater New York City Area Details
William Marr's State Street Global Advisors Experience September 2014 - Present
Job Senior Managing Director, Head of Liquid Alternative Investments at State Street Global Advisors
Industry Investment Management
Experience
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

Deborah Pechet Quinan Deborah Pechet Quinan Greater Boston Area Details
Deborah Pechet Quinan's State Street Global Advisors Experience April 1997 - July 2002
Job Shareholder and Chair of the Trusts and Estates Group at Ruberto, Israel & Weiner, P.C.
Industry Law Practice
Experience
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

Arlyn E Whitelaw Arlyn E Whitelaw Bangor, Maine Area Details
Arlyn E Whitelaw's State Street Global Advisors Experience June 2015 - Present
Job Vice President, Compliance at State Street Global Advisors
Industry Financial Services
Experience
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

Kevin Nickerson Kevin Nickerson Greater Boston Area Details
Kevin Nickerson's State Street Global Advisors Experience November 2010 - November 2013
Job AVP State Street Investment Analytics at State Street
Industry Financial Services
Experience
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

Bayina Bashtaeva Bayina Bashtaeva New York, New York Details
Bayina Bashtaeva's State Street Global Advisors Experience June 2010 - August 2010
Job VP, EM Credit Research at Barclays
Industry Financial Services
Experience
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

Yining Gu Yining Gu Orange County, California Area Details
Yining Gu's State Street Global Advisors Experience 2006 - 2007
Job Senior Portfolio Associate at PIMCO
Industry Investment Management
Experience
PIMCO  2008 - Present
State Street Global Advisors   2006 - 2007

Education
Brandeis International Business School   2004 — 2006
MA, International Finance and Economics

Matthew Natale Matthew Natale Toronto, Canada Area Details
Matthew Natale's State Street Global Advisors Experience August 2008 - Present
Job Associate at State Street Global Advisors (SSgA)
Industry Investment Management
Experience
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

Diane Hanley Diane Hanley Boston, Massachusetts Details
Diane Hanley's State Street Global Advisors Experience July 2010 - Present
Job Credit Research Analyst at State Street Global Advisors
Industry Investment Management
Experience
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

James DuPont James DuPont Greater Boston Area Details
James DuPont's State Street Global Advisors Experience 2004 - 2007
Job Director, Institutional Sales at LMCG Investments, LLC
Industry Investment Management
Experience
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

Meghann Peterson Meghann Peterson Greater Chicago Area Details
Meghann Peterson's State Street Global Advisors Experience June 2000 - October 2004
Job RIA Business Development at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments  November 2004 - Present
State Street Global Advisors   June 2000 - October 2004

Education
Brown University   1996 — 2000
AB, Business Economics and International Relations

Carolee Burgess Carolee Burgess Greater Boston Area Details
Carolee Burgess's State Street Global Advisors Experience November 2003 - June 2010
Job Information Security Analyst at State Street
Industry Financial Services
Experience
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

Hao Zhou, CFA Hao Zhou, CFA Greater Boston Area Details
Hao Zhou, CFA's State Street Global Advisors Experience May 2005 - Present
Job Vice President Global Equities at State Street Global Advisors
Industry Investment Management
Experience
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.)

Enri Azizaj Enri Azizaj Greater Boston Area Details
Enri Azizaj's State Street Global Advisors Experience May 2008 - November 2011
Job Experienced Associate at PwC
Industry Financial Services
Experience
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

Matthew Capen Matthew Capen Greater Boston Area Details
Matthew Capen's State Street Global Advisors Experience January 2015 - Present
Job Internal Project Consultant at State Street Global Advisors
Industry Financial Services
Experience
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

Lori Heinel Lori Heinel Greater New York City Area Details
Lori Heinel's State Street Global Advisors Experience October 2014 - Present
Job Chief Portfolio Strategist at State Street Global Advisors
Industry Financial Services
Experience
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

Ryan Ciampa Ryan Ciampa Greater Boston Area Details
Ryan Ciampa's State Street Global Advisors Experience February 2010 - Present
Job Senior Relationship Manager/Institutional Sales at State Street Global Advisors
Industry Investment Management
Experience
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

carmen assang carmen assang Greater Boston Area Details
carmen assang's State Street Global Advisors Experience November 2006 - May 2008
Job Analyst at BNY Mellon
Industry Accounting
Experience
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

Don Tam Don Tam Waltham, Massachusetts Details
Don Tam's State Street Global Advisors Experience September 1995 - September 1997
Job DBA at Commonwealth Financial Network
Industry Financial Services
Experience
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

Michael P. Jewkes Michael P. Jewkes Boston, Massachusetts Details
Michael P. Jewkes's State Street Global Advisors Experience 2012 - Present
Job Vice President and Senior Counsel at State Street Global Advisors
Industry Financial Services
Experience
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.)

Sheila Donnelly Sheila Donnelly United States Details
Sheila Donnelly's State Street Global Advisors Experience May 2012 - May 2014
Job Asset Management/Financial Services Compliance Professional
Industry
Experience
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

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