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
Joanna Demakis Joanna Demakis Greater Los Angeles Area Details
Joanna Demakis's State Street Global Advisors Experience August 2009 - June 2010
Job Assistant
Industry Entertainment
Experience
Davis Entertainment  January 2013 - Present
William Morris Endeavor  April 2011 - January 2013
WR Films Entertainment Group   February 2011 - April 2011
Cougar Town   August 2010 - December 2010
State Street Global Advisors   August 2009 - June 2010
Boston Red Sox  June 2003 - October 2009
State Street Bank  November 2007 - August 2009
Lankler Siffert & Wohl LLP  August 2006 - August 2007

Education
Williams College   2004 — 2006

Columbia College (NY)   2002 — 2004

University of California, Los Angeles
Professional Program in Producing

Anthony Spinelli Anthony Spinelli Milton, Massachusetts Details
Anthony Spinelli's State Street Global Advisors Experience August 2006 - January 2012
Job Accountant at Sharkansky LLP
Industry Accounting
Experience
Sharkansky LLP  August 2014 - Present
State Street Global Advisors   August 2006 - January 2012
State Street  December 2001 - May 2004

Education
University of Massachusetts Boston   2012 — 2014
Bachelor of Science (B.S.), Accounting, 3.94 GPA

Fairfield University   1992 — 1996
Bachelor of Science (B.S.), Marketing, 3.0 GPA

Nathan Mattingly Nathan Mattingly Boston, Massachusetts Details
Nathan Mattingly's State Street Global Advisors Experience June 2013 - August 2013
Job Investment Operations at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   June 2013 - August 2013
Cornell University  August 2012 - May 2013
Capital Bank, a division of CCTC   January 2013 - January 2013
Camp Barton, Baden-Powell Council   2007 - 2012

Skills
Public Speaking, Economics, Financial Economics, Econometrics, Microsoft Excel, Statistics, Stata, Economic History, Multivariable Calculus, Microsoft Office, Outlook, PowerPoint, Customer Service, Research

Education
Cornell University   2010 — 2014
Bachelor of Arts (B.A.)

Allison Bonds, CIMA®, CPWA® Allison Bonds, CIMA®, CPWA® Greater Los Angeles Area Details
Allison Bonds, CIMA®, CPWA®'s State Street Global Advisors Experience 2008 - Present
Job Regional Vice President, State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   2008 - Present
Prudential Investments  2004 - 2008
Prudential Investments  2003 - 2004
Prudential Securities  2001 - 2003
Prudential Financial  2000 - 2001

Skills
ETFs, Project Management, Mutual Funds, Series 7, Separately Managed..., Trading, Alternative Investments, Wealth Management..., Bonds, Wealth, Financial Advisory, Series 63, Asset Allocation, Portfolio Management, Investment Management, Investments, Wealth Management

Education
Cornell University

Giuliano Moschini Giuliano Moschini Greater Atlanta Area Details
Giuliano Moschini's State Street Global Advisors Experience 2002 - 2003
Job Senior Consultant, Infrastructure Systems Engineer at Avanade
Industry Information Technology and Services
Experience
Avanade  July 2015 - Present
Alston & Bird LLP  May 2011 - June 2015
NetApp  April 2005 - April 2011
The Home Depot  2004 - 2005
LandAmerica  2004 - 2004
State Street Global Advisors   2002 - 2003
Compaq  2000 - 2002
Genuity - Level 3 Communications   1998 - 2000

Skills
Virtualization, Storage Area Networks, NetApp, Storage, Disaster Recovery, Cisco Technologies, VMware, Windows, Microsoft Exchange, System Administration, Data Center, Windows Server, Microsoft SQL Server, SharePoint, SAN, Active Directory, NAS, Cloud Computing, Cluster, Operating Systems, Architecture, Servers, IIS, Infrastructure, System Deployment, SCCM, High Availability, Citrix, VMware ESX, Powershell, Hyper-V, VMware Infrastructure, Server Architecture, Microsoft Technologies, DNS, vSphere, Enterprise Architecture, Information Technology, Professional Services, Integration, Enterprise Software, Storage Virtualization, DHCP, Enterprise Storage, Consulting, Group Policy, Security, Networking, Troubleshooting, Solution Architecture

Education
County College of Morris   1993 — 1994
Electronics Engineering

University of Hartford   1992 — 1993
Computer Engineering

Tami Pester Tami Pester Greater Boston Area Details
Tami Pester's State Street Global Advisors Experience 1995 - 1998
Job Associate Counsel and Compliance Officer
Industry Investment Management
Experience
Foreside Financial Group, LLC  March 2014 - Present
Acadian Asset Management  June 2008 - December 2012
MetLife, Variable Annuity Products   2008 - 2008
Rice Hall James & Associates, LLC   December 2004 - January 2007
Standish Mellon Asset Management  June 1998 - December 2001
State Street Global Advisors   1995 - 1998
State Street Global Advisors   1992 - 1995

Skills
Hedge Funds, Securities, Mutual Funds, Alternative Investments, Asset Managment, Securities Regulation, Investments, Equities, Investment Management, Fixed Income, Trading, Due Diligence, Portfolio Management, Derivatives, Financial Services

Education
Suffolk University Law School   1996 — 2000
Doctor of Law (JD)

Emerson College   1990 — 1992
B.S

David Cuttino David Cuttino Greater Atlanta Area Details
David Cuttino's State Street Global Advisors Experience January 1996 - August 1999
Job Regional Director of Sales, Lattice Engines
Industry Computer Software
Experience
Lattice Engines  April 2015 - Present
Kenshoo  February 2014 - April 2015
LivePerson  October 2010 - February 2014
salesforce.com  December 2008 - October 2010
Callidus   December 2005 - November 2008
SunGard Data Systems  March 2001 - December 2005
Internet Security Systems, ISS (Now IBM)   August 1999 - March 2001
State Street Global Advisors   January 1996 - August 1999

Education
Duke University   1991 — 1995

Peter Miller Peter Miller Hartford, Connecticut Area Details
Peter Miller's State Street Global Advisors Experience March 1992 - May 1997
Job Change Management Leader at UIL Holdings Corporation
Industry Human Resources
Experience
UIL Holdings Corporation  November 2014 - Present
Change Management for Large Scale Business Change   January 2014 - November 2014
Aspen Insurance  May 2014 - July 2014
The Hartford  July 2011 - January 2014
The Hartford  November 2007 - July 2011
The Hartford  August 2004 - November 2007
The Hartford  May 2001 - July 2004
The Hartford  June 1997 - May 2001
State Street Global Advisors   March 1992 - May 1997
General Atomics  October 1989 - February 1992

Skills
Change Management, Program Management, Strategy Development, Project Management, Organization, User Experience, Business Readiness, Business Transition, Financial Services, Leadership, Project Portfolio..., Requirements Gathering, Business Process..., Vendor Management, Relationship Management, Strategic Planning, Process Improvement, Strategy, Business Process, IT Strategy, Training, Operations Management, Team Leadership, Enterprise Software, Business Strategy, IT Management, Management, Project Planning, Service Delivery, Competitive Analysis, Business Process..., Business Analysis, PMO, Business Transformation, Stakeholder Management, Project Delivery, Mentoring

Education
Indiana University - Kelley School of Business
MS, Strategic Management

Eastern Connecticut State University
Bachelor of Science, Computer Science

The University of Connecticut
Business Mastery Program

Daniel Pinheiro, CFA Daniel Pinheiro, CFA Greater Boston Area Details
Daniel Pinheiro, CFA's State Street Global Advisors Experience March 2005 - February 2011
Job Financial Analyst at Mansfield Bank
Industry Banking
Experience
Mansfield Bank  October 2013 - Present
Metalor Technologies SA  April 2012 - October 2013
Kaspick & Company  February 2011 - April 2012
State Street Global Advisors   March 2005 - February 2011

Skills
VBA, Bloomberg Terminal, Asset Allocation, Portfolio Management, Equities, Fixed Income, Capital Markets, Precious Metals, Equity Research, Trading, Investment Management

Education
D'Amore-McKim School of Business at Northeastern University   2008 — 2010
MSF, Finance

University of Massachusetts Dartmouth   2002 — 2004
Bachelors Degree, Business Information Systems

Aidan Donahue Aidan Donahue Boston, Massachusetts Details
Aidan Donahue's State Street Global Advisors Experience January 2013 - May 2013
Job Senior Analyst, Strategy and Planning, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2013 - Present
State Street Global Advisors   January 2013 - May 2013
State Street Global Advisors   June 2011 - August 2011
FundQuest, Inc.   2005 - 2010
Mellon Financial Corporation  2004 - 2005
Select Equity, Inc.   March 2002 - May 2002

Skills
Equities, Financial Modeling, Strategy, Budgets, Valuation, Sales, Investments, Financial Analysis, Analytics

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2012
Master of Business Administration (MBA), 3.93

Dartmouth College   2000 — 2004
Bachelor of Arts (BA), Economics and History

London School of Economics and Political Science
Term Abroad, Public Finance and European Integration

Chartered Financial Analyst - Passed Level 1 Exam for the CFA

Taylor Famiglietti Taylor Famiglietti Greater Boston Area Details
Taylor Famiglietti's State Street Global Advisors Experience September 2014 - Present
Job Senior Client Service Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   September 2014 - Present
State Street Global Advisors   June 2007 - Present
JPMorgan Chase  June 2006 - May 2007
State Street Corp  January 2005 - June 2006
Stormwatch   2000 - 2001
Eckerd College Soccer School   April 1994 - January 2000

Education
Florida International University   2003 — 2004
MBA, Int Business

Eckerd College   1998 — 2002
BA, Int Business

Matthew Dattilo Matthew Dattilo Chestnut Hill, Massachusetts Details
Matthew Dattilo's State Street Global Advisors Experience January 2015 - Present
Job Internal Sales Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   January 2015 - Present
Fidelity Investments  May 2014 - August 2014
Mountain Sky Guest Ranch  April 2013 - August 2013
Nashawtuc Country Club  May 2011 - August 2011
Pyramis Global Advisors  April 2010 - May 2010

Skills
Leadership, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Social Media, Microsoft Word, Public Relations, Public Speaking, Research

Education
Elon University   2010 — 2014
BSBA, Finance, General

Marcos Justine Marcos Justine Greater Boston Area Details
Marcos Justine's State Street Global Advisors Experience June 2014 - March 2015
Job Revenue Analytics Coop at State Street
Industry Financial Services
Experience
State Street  July 2015 - Present
State Street Global Advisors   June 2014 - March 2015
State Street Global Advisors   July 2013 - December 2013
DHL Express  May 2012 - July 2012

Skills
Microsoft Excel, Tableau, Spotfire, MATLAB, C++, Visio, Microsoft Access, Lean, Six Sigma, Data Analysis, R&D, Microsoft Word

Education
Northeastern University   2011 — 2016
Bachelor of Science (B.S.), Industrial Engineering, Minor in Mathematics

Columbia University in the City of New York
Summer Program, Engineering Design via Community Service Projects

John Reohr John Reohr Greater Boston Area Details
John Reohr's State Street Global Advisors Experience December 1996 - April 2002
Job Senior Fixed Income Portfolio Manager
Industry Investment Management
Experience
Self Employed  June 2010 - Present
Columbia Management Group  October 2008 - March 2009
Cambridge Place Investment Management  May 2003 - October 2007
Bracebridge Capital  April 2002 - May 2003
State Street Global Advisors   December 1996 - April 2002
State Street Global Advisors   April 1993 - December 1996
Federal Home Loan Bank  June 1992 - April 1993
Continental Bank and Trust Company   March 1989 - September 1990
Illinois Company Investments   June 1988 - March 1989
Lehman Brothers  October 1983 - January 1988

Skills
Fixed Income, Hedge Funds, Portfolio Management, Alternative Investments, Capital Markets, Asset Management, Bonds, Structured Products, Trading, ABS, Investment Banking, Securitization, Asset Managment, Credit Portfolio..., Credit Analysis, CMBS, MBS, Derivatives, Intex, Trepp, Yield book, Microsoft Excel, Enhanced Cash, Money Market, Structured Finance, Valuation, Investments, single name and index..., Financial Risk, Bloomberg, Portable Alpha, Asset Allocation, Client Presentation, Management, Risk Management, Team Leadership, Short-term bond, Corporate bond, Cash Flow Forecasting, Client Relations, Product Marketing

Education
The University of Chicago   1989 — 1991
M.B.A, Financial Management

Dickinson College   1979 — 1983
B.A, Political Science

Cara Marie Reading-Butman Cara Marie Reading-Butman Greater Boston Area Details
Cara Marie Reading-Butman's State Street Global Advisors Experience November 2010 - Present
Job Executive Assistant, Information Technology at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   November 2010 - Present
State Street Global Advisors   October 2009 - November 2010
State Street Corporation  2008 - 2009
State Street Corporation  2006 - 2008
South Shore Hospital  2005 - 2006
State Street Corporation  2001 - 2004
Arbella  1997 - 2000

Skills
Administrative..., Outlook, SharePoint, Recruiting, Management, Leadership, Training, Auditing, Customer Service

Education
University of Phoenix   2007 — 2009
MBA, Business Administration

Fisher College   2006 — 2008
BA, Management

Fisher College   1992 — 1994
Associates, Business Administration

Timothy Aldrich Timothy Aldrich Greater Boston Area Details
Timothy Aldrich's State Street Global Advisors Experience May 2014 - Present
Job Fixed Income Trade Operations at SSGA
Industry Financial Services
Experience
State Street Global Advisors   May 2014 - Present
BNY Mellon  December 2013 - Present
BNY Mellon  December 2011 - December 2013
Associated Home Care  August 2010 - December 2011

Skills
Investments, Mutual Funds, Asset Management, Bloomberg, Equities, Financial Services, Fixed Income, Portfolio Management, Microsoft Excel, Derivatives, Capital Markets, Management, Customer Service, Fund Accounting

Education
Connecticut College   2005 — 2009
Bachelor of Arts, Religious Studies

Belmont Hill School   2001 — 2005

Huy Ha Huy Ha Boston, Massachusetts Details
Huy Ha's State Street Global Advisors Experience January 2015 - June 2015
Job Developer & Analyst at State Street Global Advisors
Industry Information Technology and Services
Experience
State Street Global Advisors   January 2015 - June 2015
Tufts Health Plan  January 2014 - June 2014
Management Information System Department   August 2012 - December 2012
Arizona Football   March 2012 - December 2012

Skills
SQL, HTML, Access, Training, Microsoft Word, Excels, PowerPoint, Web Development, Visio, Leadership, Teamwork, Database Design, Microsoft Access, Informatica, Relational Data Modeling, Lotus Notes, Expression Web, CSS Javascript, ERD, Social Networking, Oracle SQL Developer, Photoshop, Systems Analysis, XML, DFD, Microsoft Excel, SDLC, PL/SQL, Fixed Income, Business Analysis, Unix, VBA

Education
D'Amore-McKim School of Business at Northeastern University   2013 — 2016
Bachelor of Business Administration (BBA), Management Information Systems, General, 3.4

University of Arizona, Eller College of Management   2011 — 2012
General Education, Management Information Systems, General, 3.6

Nishant SambhiReddy Nishant SambhiReddy Wilmington, Delaware Details
Nishant SambhiReddy's State Street Global Advisors Experience February 2007 - March 2010
Job Barclaycard USA
Industry Financial Services
Experience
Barclaycard US  July 2014 - Present
Capital One  February 2012 - Present
Medco Health Solutions  October 2011 - February 2012
RealityCorp   March 2010 - December 2010
State Street Global Advisors   February 2007 - March 2010
Purna Global Infotech   June 2004 - December 2004

Skills
ETL, SDLC, Informatica, Microsoft Excel, Data Warehousing, Data Integration

Education
Fairleigh Dickinson University   2005 — 2007
Master's degree, Computer Science, A

Vardhaman Engineering College   2000 — 2004
Bachelors Degree, Computer Science and Information Technology

Douglas Tengdin, CFA Douglas Tengdin, CFA Greater Boston Area Details
Douglas Tengdin, CFA's State Street Global Advisors Experience 1993 - 1994
Job Chief Investment Officer at Charter Trust Company
Industry Investment Management
Experience
Charter Trust  2000 - Present
CFA Institute  1996 - Present
Banknorth Group  1994 - 2000
State Street Global Advisors   1993 - 1994
Embrace Home Loans  1990 - 1993
Citi  1989 - 1991

Skills
Private Wealth..., Fixed Income Analysis, Equity Analysis, Asset Managment, Portfolio Management, Wealth Management, Investments, Fixed Income, Financial Analysis, Alternative Investments, Investment Strategies, Valuation, Financial Modeling, Investment Management, Equities, Wealth Management..., Credit, Asset Management, High Net Worth..., Estate Planning, Asset Allocation, Banking, Mergers & Acquisitions, Investment Banking, Financial Advisory, Private Equity, Institutional..., Strategic Financial..., Bonds, Fund Of Funds, Equity Research, Investment Advisory, Series 7, Trust Services, Hedge Funds, Mutual Funds, Family Office, Trust Management, Equity Valuation, Wealth, Funding, Securities, Trusts, Structured Products, Hedging, Capital Markets, Bloomberg, Finance, Risk Management

Education
Dartmouth College   1978 — 1982
AB

Trinity International University   1983 — 1986
MA

Blake School   1974 — 1978
High School

Joseph Patrick Nee Joseph Patrick Nee Greater Boston Area Details
Joseph Patrick Nee's State Street Global Advisors Experience 2013 - Present
Job Vice President Product Development & Research at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   2013 - Present
FUSE Research Network  January 2012 - August 2013
Columbia Asset Management  June 2007 - April 2011
J.P. Morgan Fleming Asset Management (USA) Inc.   October 2002 - June 2007
Fidelity Invesments  1993 - 2001

Skills
Product Strategy, Product Development, Product Management, Product Marketing, Process Improvement, P&L responsibility, New Business Development, Business Planning, Product Innovation, Employee Management, Market Research, Marketing Strategy, Mutual Funds, Private Banking, Private Wealth..., Alternative Investments, Mergers, Acquisition Analysis, Closed-end Funds, Fund Of Funds, Asset Allocation, Sub Advisory, Leading Cross..., Change Leadership, Financial Analysis, Thought Leadership, Financial Services, Business Analysis, Management, Strategy, Analytics, Program Management, Asset Management, Investments, Analysis, Finance

Education
Northeastern University - Graduate School of Business Administration
MBA, Business Administration and Management, General

University of Massachusetts, Amherst
BA, Finance and Accounting

Peter Willett Peter Willett Greater Boston Area Details
Peter Willett's State Street Global Advisors Experience January 1997 - February 2007
Job Principal, Manager Research at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting  August 2008 - Present
Adaptive Edge Capital   February 2007 - August 2008
State Street Global Advisors   January 1997 - February 2007
PanAgora Asset Management  January 1991 - January 1997

Skills
Financials, Hedge Funds, Alternative Investments, Investment Strategies, Asset Allocation, Equities, Asset Managment, Fixed Income, Investment Management, Investments, Portfolio Management, Mutual Funds, Fund Of Funds, Equity Research, Alpha Generation, Derivatives, Institutional Investors, Quantitative Analytics, Capital Markets, Emerging Markets

Education
Columbia University - Columbia Business School   1985 — 1987
Master of Business Administration (MBA)

Vassar College   1977 — 1982
Bachelor of Arts (B.A.), English

Meryl Nierman Meryl Nierman Greater Boston Area Details
Meryl Nierman's State Street Global Advisors Experience November 2002 - December 2010
Job Marketing Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  October 2013 - Present
Merrill Lynch  April 2013 - May 2013
Bank of America  September 2011 - June 2012
State Street Global Advisors   November 2002 - December 2010
Fidelity Investments  1996 - 2001
Prodigy Services Company (joint venture Sears & IBM)   1989 - 1996
NW Ayer  1980 - 1988

Education
Colorado State University
BS, Psychology

Nicholas Jones Nicholas Jones Greater New York City Area Details
Nicholas Jones's State Street Global Advisors Experience June 2009 - August 2009
Job Partnership Accountant at Bessemer Venture Partners
Industry Venture Capital & Private Equity
Experience
Bessemer Venture Partners  May 2014 - Present
Bessemer Venture Partners  November 2011 - May 2014
State Street Corporation  August 2010 - November 2011
State Street Global Advisors   June 2009 - August 2009
State Street Global Advisors   June 2008 - August 2008

Education
Fordham University - Graduate School of Business Administration   2012 — 2015
Master of Business Administration (M.B.A.), Finance

Muhlenberg College   2006 — 2010
Bachelors Degree, Finance

Alan Hongping Jiang Alan Hongping Jiang San Francisco Bay Area Details
Alan Hongping Jiang's State Street Global Advisors Experience April 2009 - March 2013
Job MBA+Programmer
Industry Internet
Experience
Google  July 2015 - Present
Amazon  June 2014 - August 2014
BR Venture Fund  October 2013 - May 2014
State Street Global Advisors   April 2009 - March 2013
State Street Global Advisors   April 2008 - March 2009
State Street Global Service   July 2004 - March 2008

Skills
SDLC, Project Management, Business Analysis, Product Management, Business Intelligence, Agile Methodologies, Requirements Analysis, Java, C++, HTML, Financial Services, Software Development, Software Project..., Management, Perl, UNIX, Oracle, Adobe Flex, SQL, SPSS, R, Cross-functional Team..., Testing, Linux, Databases, Java Enterprise Edition, Strategy, Financial Modeling, Data Analysis, Financial Analysis, Business Strategy

Education
Cornell University - Johnson Graduate School of Management   2013 — 2015
Master of Business Administration (M.B.A.)

Zhejiang University   2000 — 2004
Bachelor, Computer Science & Technology

Kelly DiNisco Kelly DiNisco Greater Los Angeles Area Details
Kelly DiNisco's State Street Global Advisors Experience November 1998 - September 1999
Job Digital Marketing Manager
Industry Apparel & Fashion
Experience
Rachel Ashwell Shabby Chic Couture  January 2014 - Present
Linea Pelle  October 2011 - December 2013
Tylie   February 2008 - October 2011
Women's Retail Store   January 2005 - February 2008
Tylie   August 2001 - October 2004
First Quadrant  October 1999 - July 2001
State Street Global Advisors   November 1998 - September 1999

Skills
Fashion, Blogging, Retail, Trend Analysis, E-commerce, Styling, Apparel, Marketing, Sales, Facebook, Trade Shows, Mobile Marketing, SEO, PPC, Online Advertising, Market Research, Social Media, Social Media Marketing, Handbags, Brand Development

Education
Fashion Institute of Design & Merchandising   2000 — 2003
BS, Fashion Design

State University of New York at Albany   1996 — 1998
BS

Jonathan B. Chandler Jonathan B. Chandler Greater Boston Area Details
Jonathan B. Chandler's State Street Global Advisors Experience March 2013 - August 2014
Job Research and Benchmarking Analyst at Cutter Associates
Industry Financial Services
Experience
Cutter Associates  August 2014 - Present
State Street Global Advisors   March 2013 - August 2014
State Street Global Advisors   February 2008 - March 2013
State Street  January 2007 - February 2008
State Street  August 2005 - January 2007

Skills
MBA, Leadership, Project Management, Promoting Change, Communication, Consulting, Management, Conducting Research, Business Process..., International Management, International Business, Operations, Business Process..., Financial Reporting, Test Management, Change Management, Fixed Income, Back Office, Test Planning, PMO, Finance, Middle Office, Bloomberg Terminal, Bloomberg, Process Improvement, Investments, Testing, Securities, Risk Management

Education
Northeastern University - Graduate School of Business Administration   2007 — 2010
MBA, International Business

University of Florida   2001 — 2005
Bachelor of Arts, History

Kristen (Quimby) Menhall Kristen (Quimby) Menhall Greater Boston Area Details
Kristen (Quimby) Menhall's State Street Global Advisors Experience 1994 - 1997
Job Independent Design & Marketing Professional
Industry Marketing and Advertising
Experience
Quimby Designs   2003 - April 2010
Spirit Into Life, Itsy Bitsy Yoga   December 2005 - May 2008
Putnam Investments  2000 - 2001
Tom Davis   1998 - 1999
State Street Global Advisors   1994 - 1997
BayBank  1993 - 1994
Healthtrax International, Inc.   1992 - 1993

Skills
Newsletters, Advertising, Corporate Communications, Graphic Design, Brochures, Market Research, Social Media, Direct Mail, Public Relations, Marketing

Education
Emerson College   1997 — 1998
Masters, Global Marketing Communications

Massachusetts College of Art and Design   1996 — 1997
Certificate Program, Graphic Design

Eastern Connecticut State University   1988 — 1992
Batchelor of Arts, Communications and Business Administration

Thomas Di Stefano, CFA Thomas Di Stefano, CFA Montreal, Canada Area Details
Thomas Di Stefano, CFA's State Street Global Advisors Experience April 2005 - March 2008
Job Manager, Portfolio and Trading Compliance at Fiera Capital Corporation
Industry Investment Management
Experience
Fiera Capital Corporation  June 2014 - Present
Sectoral Asset Management  October 2012 - March 2014
Standard Life Investments  April 2008 - September 2012
State Street Global Advisors   April 2005 - March 2008
State Street Global Advisors   October 1999 - March 2005

Education
John Molson School of Business
Graduate Diploma in Business Administration

Concordia University
Certificate in Object-Oriented Programming

CFA Institute
Chartered Financial Analyst

Patricia Carroll Patricia Carroll Greater Boston Area Details
Patricia Carroll's State Street Global Advisors Experience December 2012 - Present
Job Consultant Relations at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   December 2012 - Present
SSgA  February 2012 - December 2012
State Street Global Advisors   July 2010 - February 2012
Wells Fargo Advisors  September 2006 - July 2010
New England Financial  December 2004 - September 2006

Skills
Series 63, Series 7, Microsoft Office, Risk Management, Investments, Valuation, Relationship Management, Financial Services, Financial Analysis, Investment Strategies, Financial Modeling, FINRA, Strategic Financial..., Capital Markets, Financial Markets, Equities

Education
Fordham University   2000 — 2004
Bachelor of Business Administration (BBA), Finance, Marketing

Jon Wolter Jon Wolter New York, New York Details
Jon Wolter's State Street Global Advisors Experience July 2011 - May 2012
Job Vice President: Corporate Finance at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank  September 2015 - Present
Silicon Valley Bank  May 2012 - September 2015
State Street Global Advisors   July 2011 - May 2012
Silicon Valley Bank  August 2010 - September 2010
DesMeules Olmstead & Ostler   April 2010 - May 2010

Skills
Financial Modeling, Financial Analysis

Education
Dartmouth College   2007 — 2011
B.A., Government

Tuck School of Business at Dartmouth   2010 — 2010
Summer Business Bridge Program

Westminster School   2002 — 2006

Conor O'Shea Conor O'Shea Greater Boston Area Details
Conor O'Shea's State Street Global Advisors Experience April 2015 - Present
Job Associate Regional Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   April 2015 - Present
State Street Global Advisors   March 2011 - April 2015
State Street  August 2009 - March 2011

Skills
Mutual Funds, Series 7, ETFs

Education
D'Amore-McKim School of Business at Northeastern University   2013 — 2015
Master of Business Administration (M.B.A.)

Western New England University   2005 — 2009
BS, Marketing

Erilda Muco, MBA, MSF Erilda Muco, MBA, MSF Boston, Massachusetts Details
Erilda Muco, MBA, MSF's State Street Global Advisors Experience April 2015 - Present
Job Vice President Senior Performance and Analytics Manager at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   April 2015 - Present
State Street Global Advisors   March 2011 - Present
State Street Corporation  September 2008 - February 2011
State Street Corporation  January 2008 - August 2008
State Street Corporation  May 2007 - December 2007

Skills
Performance Measurement, Fixed Income Analysis, Barclays Point, Performance Attribution, Fixed Income..., HiPerformance, Fixed Income, Analytics, Asset Management, Mutual Funds, Bloomberg, Investments, Alternative Investments, Hedge Funds, Investment Management, Financial Services, Professional Mentoring

Education
D'Amore-McKim School of Business at Northeastern University   2004 — 2006
Dual Masters Degree - MS in Finance / MBA

Beijing University - Law School   1998 — 2003
Bachelor of Laws, LL.B., International Economic Jurisprudence

Alicemarie Delao Alicemarie Delao Greater Boston Area Details
Alicemarie Delao's State Street Global Advisors Experience September 2010 - October 2010
Job Executive Coordinator at American Red Cross of Massachusetts
Industry Civic & Social Organization
Experience
American Red Cross Massachusetts  December 2014 - Present
Oracle University  January 2012 - December 2014
Liberty Mutual Insurance  June 2011 - December 2011
ACI Worldwide  January 2011 - April 2011
State Street Global Advisors   September 2010 - October 2010
AON RISK MANAGEMENT   June 2010 - July 2010
HARMON LAW OFFICES  December 2007 - February 2008
ERM  November 2000 - November 2003

Skills
Administrative..., Customer Service, Data Entry, Office Management, Microsoft Office, Human Resources, Outlook, Insurance, Legal Writing, Legal Research, Legal Technology, Recruiting, Microsoft Excel, PowerPoint, Microsoft Word, Research, Administrative...

Education
Fisher College   2009 — 2013
Bachelors in Science, Human Services

Boston University Center of Professional Studies   2007 — 2007
Certificate in, Paralagel Studies

Vijay Chopra Vijay Chopra Greater New York City Area Details
Vijay Chopra's State Street Global Advisors Experience 1996 - 1997
Job Managing Director at Lebenthal Asset Management
Industry Investment Management
Experience
Lebenthal Asset Management  February 2014 - Present
The Roosevelt Investment Group  February 2012 - January 2014
Mesirow Financial  November 2008 - January 2012
Bear Stearns Asset Management  August 2007 - October 2008
VKC Investments, LLC   January 2004 - July 2007
Jacobs Levy Equity Management  2002 - 2004
Deutsche Asset Management  1997 - 2002
State Street Global Advisors   1996 - 1997
Bankers Trust  1994 - 1996
Frank Russell  June 1990 - May 1994

Skills
Equities, Portfolio Management, Hedge Funds, Investments, Equity Research, Capital Markets, Bloomberg, Investment Management, Asset Managment, Investment Strategies, Financial Modeling, Alternative Investments, Factset, Trading, Mutual Funds, Investment Banking, Valuation, Emerging Markets, Due Diligence, Bonds, Asset Allocation, Quantitative Analytics, Finance

Education
CFA Institute   1993 — 1996
CFA, Finance

Vanderbilt University   1985 — 1990
PhD, Finance

Vanderbilt University - Owen Graduate School of Management   1985 — 1988
Master of Business Administration (M.B.A.), Finance

Indian Institute of Technology, Delhi   1981 — 1985
B Tech, Electrical Engineering

Delhi Public School - R. K. Puram
High School Diploma

Brendan Bergson Brendan Bergson Greater Boston Area Details
Brendan Bergson's State Street Global Advisors Experience July 2009 - December 2009
Job Sports Account Specialist at NormaTec
Industry Sporting Goods
Experience
NormaTec  April 2014 - Present
Bloomberg LP  June 2012 - October 2013
Bureau van Dijk  July 2011 - December 2011
Breckinridge Capital Advisors  July 2010 - December 2010
State Street Global Advisors   July 2009 - December 2009

Skills
Fixed Income, Interest Rate..., Bloomberg, CrossFit

Education
Northeastern University   2007 — 2012
Bachelor of Science in Business Administration, Finance and Economics

ESIC: Business & Marketing School   2010 — 2010
International Finance

St. John's Preparatory High School   2003 — 2007

Beau Barnett Beau Barnett Washington D.C. Metro Area Details
Beau Barnett's State Street Global Advisors Experience August 2015 - Present
Job VicePresident, Regional Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   August 2015 - Present
Loring Ward  August 2011 - August 2015
Lockwood Advisors, Inc.   January 2009 - July 2011
Lockwood Capital Management   January 2009 - December 2009
Lockwood Advisors, Inc.   January 2007 - December 2008
Lockwood Advisors, Inc.   January 2005 - December 2006
Lockwood Advisors, Inc.   November 2003 - December 2004
American Express Financial Advisors  July 2002 - November 2003

Education
Drexel University - LeBow College of Business   2006 — 2008
MBA, Business, Finance

University of Delaware   1997 — 2002
B.A., English and Economics

Robyn LaRaia Robyn LaRaia Greater Boston Area Details
Robyn LaRaia's State Street Global Advisors Experience January 1999 - January 2000
Job Officer at State Street Bank
Industry Financial Services
Experience
State Street Bank  June 2011 - Present
ING  September 2006 - November 2010
ING  January 2002 - August 2006
JOHN HANCOCK SIGNATURE SERVICES  January 2000 - January 2001
STATE STREET GLOBAL ADVISORS   January 1999 - January 2000
Putnam Investments  1992 - 1999

Skills
Project Management, Software Documentation, Training, Quality Assurance, Employee Benefits, Fundraising, Photography, 401k, Presentations, Analytics, Account Reconciliation, Continuous Improvement, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Social Networking, System Testing, Strategic Planning, PMO

Education
Eastern Nazarene College
BA, Management

Michael Ship QKA, CEBS, RPA, GBA Michael Ship QKA, CEBS, RPA, GBA Charlotte, North Carolina Area Details
Michael Ship QKA, CEBS, RPA, GBA's State Street Global Advisors Experience 1995 - 1998
Job Plan Admin/Conversion/Compliance Consultant & 401k PROJECT CONNECT Manager
Industry Financial Services
Experience
Enterprise Iron  2007 - Present
TIAA-CREF  2007 - 2009
RDC  2003 - 2006
Boston Financial Data Services  2000 - 2002
State Street Global Advisors (ING)   1998 - 2000
State Street Global Advisors   1995 - 1998
The Center for Business Intelligence  1993 - 1996

Education
Amercan Society of Pension Professionals & Actuaries

Fitchburg State University

University of Pennsylvania - The Wharton School

Christopher Bradbury Christopher Bradbury Charlotte, North Carolina Details
Christopher Bradbury's State Street Global Advisors Experience February 1996 - October 1996
Job Senior Manager, Managing Editor, Digital Marketing/Channels at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  April 2012 - Present
Bank of America  April 2010 - April 2012
TIAA-CREF  May 2008 - May 2009
Wachovia  July 2005 - May 2008
Wachovia Bank - Treasury Services Division   August 2005 - March 2006
Fidelity eBusiness   2001 - 2005
State Street Global Advisors   February 1996 - October 1996
Phoenix Home Life Insurance   December 1994 - February 1996

Skills
Strategy, Financial Services, Marketing Strategy, Digital Strategy, Digital Marketing, Marketing, Customer Experience, Relationship Management, E-commerce, Integrated Marketing, Thought Leadership, Strategic Partnerships, Product Management, Marketing Communications, Competitive Analysis, User Experience, Online Marketing, Analytics, Content Management

Education
Connecticut College   1980 — 1984
BA, English Literature, Art History

Connecticut College

Adam Branch Adam Branch Boston, Massachusetts Details
Adam Branch's State Street Global Advisors Experience January 2015 - Present
Job at
Industry Financial Services
Experience
State Street Global Advisors   January 2015 - Present
State Street  July 2007 - Present
State Street Global Advisors   May 2010 - January 2014
Guardian Life  June 2005 - July 2007

Skills
Finance, ETFs, Mutual Funds, Sales, Series 63, Investments, Alternative Investments, Equities, Retirement Planning, Financial Services, Fixed Income, Asset Allocation, Series 6, 401k, Series 7, Wealth Management, Investment Strategies, Fixed Annuities, Retirement, Portfolio Management, Investment Management, Insurance

Education
Dickinson College   2001 — 2005
Bachelor of Arts (BA), International Business and Management

Williston Northampton School   1998 — 2001

Caroline Schaeffer Caroline Schaeffer Boston, Massachusetts Details
Caroline Schaeffer's State Street Global Advisors Experience February 2012 - March 2014
Job Vice President, Finance Transformation at State Street
Industry Financial Services
Experience
State Street  March 2014 - Present
State Street Global Advisors   February 2012 - March 2014
BNP Paribas Asset Management  September 2008 - September 2011
Deloitte  September 2005 - September 2008
Ernst and Young  September 2000 - September 2005

Skills
IFRS, Audit, US GAAP, Internal Controls, Accounting, Auditing, Finance Transformation, Offshoring, Financial Reporting, Consolidation, Corporate Finance, Finance, Managerial Finance, Risk Management, Strategy

Education
Harvard Business School   2014 — 2015
Program for Leadership Development (PLD), Organizational Leadership

Massachussets CPA   2011 — 2011
Certified Public Accountant, CPA, Average 83

DEC (French Equivalent of CPA)   2008 — 2008
Diplôme d'Expertise Comptable / Commissariat aux Comptes

EDHEC Business School   1997 — 2000
Master in Management and MSC, Accounting and Business/Management

Thomas Vass Thomas Vass San Francisco, California Details
Thomas Vass's State Street Global Advisors Experience April 2013 - Present
Job Global Marketing, State Street Global Advisors
Industry Marketing and Advertising
Experience
State Street Global Advisors   April 2013 - Present
thomslist   March 2000 - Present
Visa  March 2008 - April 2013
American Automobile Association  January 2005 - November 2007
Wells Fargo  January 2004 - November 2004
Charles Schwab  August 1996 - November 2003
EURO RSCG  July 1993 - May 1996

Skills
Brand Management, Strategic Planning, Process Design, Customer Acquisition, Direct Marketing, Segmentation, Integrated Marketing, Marketing Strategy, Product Marketing, Multi-channel Marketing, Marketing Communications, Cross-functional Team..., Leadership, Competitive Analysis, Email Marketing, CRM

Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and International Business

Goethe Institut
German Studies

Western Michigan University
BBA, Marketing

Daniel J. Braz, CFA Daniel J. Braz, CFA Greater Boston Area Details
Daniel J. Braz, CFA's State Street Global Advisors Experience January 2015 - Present
Job Senior Strategist at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   January 2015 - Present
State Street Global Advisors   May 2013 - January 2015
Cole Real Estate Investments  February 2012 - November 2012
Columbia Management  September 2004 - February 2012
Columbia Management  April 2002 - September 2004
UBS  2001 - 2002

Skills
Mutual Funds, Product Development, Marketing Strategy, Separately Managed..., Fixed Income, Equities, Alternative Investments, Asset Allocation, Defined Contribution, Series 7, Investment Strategies, Series 63, Morningstar, ETFs, Investment Management, Investments, Investment Advisory, Strategy, Retirement

Education
Northwestern University - Kellogg School of Management   2008 — 2012
MBA, Finance, Marketing

Saint Lawrence University   1997 — 2001
BS, Psychology and Economics

Copenhagen Business School   2000 — 2000
Semester Abroad, International Business

Donald Cooley Donald Cooley Greater Boston Area Details
Donald Cooley's State Street Global Advisors Experience March 2008 - Present
Job Sales Director, Global Cash Business, State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   March 2008 - Present
Investors Bank & Trust  2001 - 2007
Credit Suisse  1999 - 2000
Citi  1988 - 1998

Skills
Financial Markets, Equities, Bonds, Financial Services, Fixed Income, Securities, Investment Management, Mutual Funds, Investments, Banking, Financial Analysis, Hedge Funds, Trading, Sales, Asset Management, Capital Markets, Treasury Management, Relationship Management, Asset Allocation, Portfolio Management, Series 7, Cash Management, Alternative Investments, Derivatives, Bloomberg, Financial Modeling, Risk Management, Series 63, FX Options

Education
Dowling College

State University of New York College at Oneonta

Mitesh Tank, CFA Mitesh Tank, CFA Boston, Massachusetts Details
Mitesh Tank, CFA's State Street Global Advisors Experience July 2015 - Present
Job Assistant Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   July 2015 - Present
DUMAC (Duke Management Company)   September 2014 - January 2015
KAUST Investment Management Company  June 2014 - August 2014
Encito Advisors   March 2013 - June 2013
Rang De   August 2012 - February 2013
Nomura India Services Private Limited   October 2008 - August 2012
Lehman Brothers India Services Private Limited   July 2006 - September 2008
Polaris Financial Technology Limited (erstwhile Polaris Software Lab Limited)   July 2004 - July 2006

Skills
Microfinance, Leadership, Team Building, Non-profits, Prime Brokerage, Financial Markets, Capital Markets, Equity Research, Derivatives, Fixed Income, Equities, Market Risk, Portfolio Management, Hedge Funds, Valuation, Nonprofits, Alternative Investments, Private Equity, Quantitative Analytics, Corporate Finance, Mergers & Acquisitions, Investments, Venture Capital, Strategy, Investment Banking, Emerging Markets, Financial Analysis, Asset Management, Finance, Financial Modeling, Analysis, Due Diligence

Education
Duke University - The Fuqua School of Business   2013 — 2015
Master of Business Administration (M.B.A.)

CFA Institute   2008 — 2010
CFA Program, Asset/Portfolio Management

Indian Institute of Management, Calcutta   2009 — 2010
Executive Program in Applied Finance (Synchronous Learning Program), Finance

GARP (Global Association of Risk Professionals)   2011 — 2011
FRM, Financial Risk Management

The Maharaja Sayajirao University of Baroda   2000 — 2004
B, E, (Electronics), Electronics Engineering, 3.93/4.00 (GPA)

Jessica Cannon Jessica Cannon Greater Boston Area Details
Jessica Cannon's State Street Global Advisors Experience September 2004 - March 2012
Job Knowledge Management and Web Content Specialist at Aspen Technology
Industry Computer Software
Experience
Aspen Technology  April 2012 - Present
State Street Global Advisors   September 2004 - March 2012
State Street Global Advisors   December 2002 - September 2004
Arthur D. Little  May 2000 - June 2002

Skills
Project Management, HTML, Content Management, Editing, SEO, Marketing Communications, Adobe Acrobat, Data Analysis, Analytics, Strategy, Management, Web Content Management, Internal Communications, Layout, Enterprise Content..., Microsoft Excel, Marketing, SharePoint, Business Analysis, Access, Social Media Marketing, Product Management, Social Media, Marketing Strategy, PowerPoint, Google Search Appliance, CSS, Front-end Coding, Web Development, WordPress, Microsoft Office, Web Content

Education
University of Edinburgh   1998 — 1999
MSc, Geology

Dickinson College   1994 — 1998
BS, Geology

Cynthia Zani Cynthia Zani Greater Boston Area Details
Cynthia Zani's State Street Global Advisors Experience June 2009 - March 2011
Job Executive Assistant, Global Services Americas Sales at State Street
Industry Financial Services
Experience
State Street  March 2011 - Present
State Street Global Advisors   June 2009 - March 2011
State Street  August 2008 - June 2009
State Street  April 2006 - August 2008
State Street  January 2002 - April 2006
Salience Associates, Inc   March 2000 - November 2001
Clark University  1997 - 1999

Skills
Program Management, Management, Onboarding, Financial Services, Microsoft Excel, Outlook, Lotus Notes, PowerPoint, Microsoft Office, Access, Microsoft Word, Administrative..., Event Planning, SharePoint, Customer Service, Adobe Acrobat, eCopy, Finance

Education
Emmanuel College   2008 — 2010
BS, Business Administration

Bay State College   2003 — 2005
AS, Business Administration

Louise Holbrook Louise Holbrook New York, New York Details
Louise Holbrook's State Street Global Advisors Experience April 2006 - April 2007
Job Senior Consultant, Financial Services Office, Ernst & Young
Industry Financial Services
Experience
EY  February 2014 - Present
Northern Trust  April 2007 - November 2013
State Street Global Advisors   April 2006 - April 2007
International Fund Services (NA) LLC, A State Street Company   September 2004 - March 2006

Skills
Valuation, Financial Services, Mutual Funds, Financial Reporting, Microsoft Office, Middle Office, Fund Accounting, Corporate Actions, Project Management, Team Leadership, Business Analysis, Relationship Management, Banking, Fixed Income, Equities, Derivatives, Hedge Funds, Securities, Fund Administration, Due Diligence, People Skills, Efficiency, Transfer Agency, Custodians, Client Relations Skills, Superior Client Service, Close Attention to..., Creative Problem Solving, Investments

Education
The Institute of Banking   2008 — 2009
Professional Diploma in Investment Fund Services

The Institute of Banking (Dublin)   2007 — 2008
Professional Certificate in Investment Fund Services

Dublin Business School   2002 — 2003
BA (Hons) in Business

University College Dublin   1999 — 2002
Bachelor of Commerce (B.Com.)

Mark Halliday Mark Halliday Greater Boston Area Details
Mark Halliday's State Street Global Advisors Experience November 2010 - Present
Job
Industry Online Media
Experience
State Street Global Advisors   November 2010 - Present

Education
Massachusetts Institute of Technology   1991 — 1994
MS

Dartmouth College   1981 — 1985
BA

Michelle Krejmas Michelle Krejmas Greater Boston Area Details
Michelle Krejmas's State Street Global Advisors Experience August 2013 - Present
Job Administrative Assistant at SSgA
Industry Financial Services
Experience
State Street Global Advisors   August 2013 - Present
State Street Bank  September 2010 - April 2013
State Street Bank  November 2005 - September 2010
State Street Bank  May 2004 - October 2005

Skills
Administrative..., Financial Services, Outlook, Access, Lotus Notes, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Vendor Management, Banking, Customer Service, Office Management, Project Management, Spreadsheets, Visio, Administrative...

Education
Fisher College   1998 — 2000
Associates Degree

Yeng Felipe Butler Yeng Felipe Butler Boston, Massachusetts Details
Yeng Felipe Butler's State Street Global Advisors Experience September 2010 - Present
Job Senior Managing Director at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   September 2010 - Present
State Farm Insurance  2007 - 2010
Merrill Lynch  1996 - 2004

Skills
Asset Management, Mutual Funds, Equities, Investments, Series 7, Series 63, Alternative Investments, Securities

Education
Harvard Kennedy School of Government
Masters in Public Administration

Dartmouth College
Bachelor of Arts (BA) with Honors, Government and Asian Studies

Milton Academy

Danielle Remis Hackel Danielle Remis Hackel Boston, Massachusetts Details
Danielle Remis Hackel's State Street Global Advisors Experience October 2013 - Present
Job Managing Director at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   October 2013 - Present
State Street Global Advisors   January 2012 - Present
State Street Corporation  January 2011 - September 2012
State Street Global Advisors   January 2001 - February 2011
Rochdale Investment Management  January 2000 - January 2001
ING FURMAN SELZ ASSET MANAGEMENT  January 1999 - January 2000
DEUTSCHE MORGAN GRENFELL  January 1994 - January 1997
KIDDER, PEABODY, & CO., INC   January 1991 - January 1993

Education
Columbia University - Columbia Business School   1997 — 1999
MBA, Finance

BARNARD COLLEGE, COLUMBIA UNIVERSITY
BA, Political Science

Bill Porter Bill Porter United States Details
Bill Porter's State Street Global Advisors Experience February 2002 - July 2008
Job Head of Institutional North America at Pioneer Investments
Industry
Experience
Pioneer Investments  August 2010 - Present
Pioneer Investments  August 2008 - July 2010
State Street Global Advisors   February 2002 - July 2008
State Street Global Advisors   July 1998 - January 2002

Education
St. Lawrence University   1988 — 1992
BA, Government, History

D'Amore-McKim School of Business at Northeastern University
MBA

Michelle Sui Michelle Sui Greater Boston Area Details
Michelle Sui's State Street Global Advisors Experience May 2011 - Present
Job MBA B.A.Sc.
Industry Financial Services
Experience
State Street Global Advisors   May 2011 - Present
IBM Global Services  October 2007 - May 2011
Ultra Electronics Tactical Communications   July 2010 - August 2010
Beaconsfield Golf Club   February 2010 - March 2010
IBM Software Group  May 2005 - August 2006

Skills
Business Analysis, Financial Modeling, Requirements Analysis, Business Intelligence, Testing, Project Management, Databases, Analysis, Quality Assurance, Telecommunications, Management, Software Project..., SDLC, Integration, SQL, Agile Methodologies, MS Project, Business Process, ITIL, Java, Software Documentation, Software Quality..., DB2, Software Engineering, Business Requirements

Education
Ecole de Management de Lyon   2010 — 2010
International MBA, Exchange

HEC Montréal   2009 — 2010
Master of Business Administration, Finance, General Management

University of Toronto   2002 — 2007
Bachelor of Applied Science and Engineering, Electrical Engineering

Michel Malo Michel Malo Montreal, Canada Area Details
Michel Malo's State Street Global Advisors Experience 1994 - 2004
Job Vice President Investments at CN Investment Division
Industry Investment Management
Experience
CN Investment Division  August 2015 - Present
Qatar Foundation Endowment   October 2012 - July 2015
University of Toronto Asset Management   2009 - October 2012
Caisse de dépôt et placement du Québec   2006 - 2009
La Caisse de dépôt et placement   2004 - 2006
State Street Global Advisors   1994 - 2004

Education
Concordia University   1981 — 1985
bachelor, Commerce

Victoria High School

Brooke Bond Brooke Bond Naples, Florida Area Details
Brooke Bond's State Street Global Advisors Experience May 1998 - September 2000
Job Child welfare case manager at Family Preservation Services
Industry Civic & Social Organization
Experience
David Lawrence Center  September 2011 - Present
FamilyBondOnline.com   September 2009 - Present
South Bay Realty  January 2004 - September 2009
South Bay Realty  January 2003 - September 2009
State Street Global Advisors   May 1998 - September 2000
Prudential Securities  February 1998 - May 1998
United States Marine Corps  April 1995 - October 1997
United States Marine Corps  1995 - 1997

Skills
Computer Literate, Community, Administration, Online Marketing, Real Estate, Entrepreneurship, Nonprofits, Public Relations, System Administration, Condos, Listings, People Skills, Community Development, Communication Skills, People-oriented

Education
Hodges University   2009 — 2011
B.S., Applied Psychology

Edison Community College   2004 — 2006
Associates, Liberal Arts

Healdsburg High School   1988 — 1992
High School Diploma

Edison Community College
Associates of Arts Degree, Liberal Arts

Hodges University
Applied Psychology Bachelor of Science

L. Joshua Wein, CAIA L. Joshua Wein, CAIA Raleigh, North Carolina Details
L. Joshua Wein, CAIA's State Street Global Advisors Experience May 1999 - August 1999
Job Executive Director at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC  September 2008 - Present
Bellator Capital Partners LLC   July 2003 - September 2008
First Union Securities  2000 - 2001
State Street Global Advisors   May 1999 - August 1999
Adams Harkness  1997 - 1998
Mellon Trust  1995 - 1997

Skills
Alternative Investments, Equity Research, Hedge Funds, Portfolio Management, Asset Managment, Investment Strategies, Investments, Fixed Income, Asset Allocation, Mutual Funds, Wealth Management, Equities, Investment Management, Investment Advisory, Asset Management, Due Diligence, Series 63

Education
Vanderbilt University - Owen Graduate School of Management   1998 — 2000
MBA, Finance

Emory University   1991 — 1995
BBA, Finance

Choate Rosemary Hall   1988 — 1991

Applewild School   1977 — 1988

Joe Princi Joe Princi Greater Boston Area Details
Joe Princi's State Street Global Advisors Experience January 2000 - November 2000
Job SVP Treasury Business Manager at Citizens Bank
Industry Banking
Experience
Citizens Bank  June 2015 - Present
Santander Bank, N.A.   August 2009 - May 2015
Darling Consulting Group  January 2004 - July 2009
New England Medical Center  September 2002 - December 2003
Genuity, Inc  December 2000 - September 2002
State Street Global Advisors   January 2000 - November 2000
Safety Insurance  January 1999 - January 2000
Improv Asylum  1999 - 1999

Skills
Financial Analysis, Banking, Forecasting, Finance, Analysis, Leadership, Budgets, Mergers & Acquisitions, Strategic Financial..., Financial Risk, Credit, Training, Accounting, Fixed Income, Interest Rate Risk..., Risk Management, ALM, Financial Modeling, Management, Financial Services, Portfolio Management, Investments, Credit Risk, Capital Markets, Valuation, Corporate Finance, Cash Management, Loans, Derivatives, Consulting, Retail Banking, Bloomberg, Asset Management, Budgeting, Treasury Management, Treasury, Business Analysis, Commercial Banking, Commercial Lending, Securities, Strategic Planning, Strategy

Education
D'Amore-McKim School of Business at Northeastern University   2008 — 2009
MBA, Finance & International Management

Northeastern University   1997 — 2002
BSBA, Finance

Hamilton-Wenham

Daniel Glickman Daniel Glickman Greater New York City Area Details
Daniel Glickman's State Street Global Advisors Experience October 1999 - October 2001
Job
Industry Investment Management
Experience
Private Family Office  October 2011 - Present
Film Intelligence, LLC   October 2008 - Present
New York Life Investment Management  August 2006 - September 2008
TIAA-CREF  October 2001 - July 2006
State Street Global Advisors   October 1999 - October 2001
Integrity Capital Management   July 1998 - January 1999
Weiss, Peck & Greer   May 1997 - July 1998
AT&T Corporate Headquarters  April 1992 - September 1993
William M. Mercer, Inc   October 1989 - September 1990
Institute for Defense Analyses: Center for Communications Research   December 1988 - September 1989

Skills
Equities, Portfolio Management, Asset Managment, Asset Allocation, Valuation, Investments, Mutual Funds, Risk Management, Emerging Markets, Proprietary Trading, Economics, Portfolio Optimization, Hedge Funds, Investment Strategies, Alternative Investments, Strategy, Fixed Income, Finance, Bloomberg, Quantitative Finance

Education
The University of Chicago Booth School of Business   1993 — 1997
MBA

Columbia Engineering   1990 — 1992
MS

Massachusetts Institute of Technology   1985 — 1989
SB

Frank G. Lindsey

Roshan Khan, MBA Roshan Khan, MBA Toronto, Canada Area Details
Roshan Khan, MBA's State Street Global Advisors Experience 2007 - 2009
Job
Industry Hospital & Health Care
Experience
Cancer Care Ontario  2011 - 2012
State Street Global Advisors   2007 - 2009
Toronto Dominion Bank - Wealth Mangement   2006 - 2006
Eaton Consulting Group Llc   2005 - 2006
CAMH, Centre for Addictions and Mental Health   2000 - 2006

Education
University of Montreal   2013 — 2013
Health Impact Assessment

Ecole nationale des Ponts et Chaussées   2004 — 2005
MBA, International Business, Management and Leadership

Ryerson
Ethics in Healthcare

University of Toronto
Hons. B.A., Sociology, Diversity Studies

Angelo Calvello Angelo Calvello Greater Chicago Area Details
Angelo Calvello's State Street Global Advisors Experience March 2000 - October 2006
Job Thinking, writing, and speaking about innovation, beneficial investing, fiduciary duty, and the environment.
Industry Financial Services
Experience
Asset International  March 2009 - Present
Impact Investment Partners   2011 - Present
Journal of Environmental Investing Scholarship Program   July 2010 - Present
The Journal of Environmental Investing   May 2009 - Present
US Lacrosse  2010 - August 2014
Environmental Alpha LLC   June 2008 - 2011
Man Investments  October 2006 - June 2008
State Street Global Advisors   March 2000 - October 2006

Skills
Finance, Investments, Investment Strategies, Hedge Funds, Research, Equities, Change Management, Alternative Investments, Climate Change, Environmental Awareness, Asset Managment, Portfolio Management, Public Speaking, Derivatives, Risk Management, Corporate Social..., Editing, Trading, Financial Modeling, Management, Private Equity, Investor Relations, Emerging Markets, Asset Management, Institutional..., Venture Capital, Commodity, Fund Of Funds, Capital Markets, Financial Markets, Investment Management, Cleantech, Fixed Income

Education
DePaul University   1978 — 1983
Ph. D., Philosophy

Chris Laine Chris Laine Greater Boston Area Details
Chris Laine's State Street Global Advisors Experience March 2007 - Present
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   March 2007 - Present

Education
Emory University - Goizueta Business School   1997 — 1999

AIS   1987 — 1989

Jen Dickey Jen Dickey Greater Boston Area Details
Jen Dickey's State Street Global Advisors Experience June 2000 - June 2004
Job Assistant Vice President at State Street Corp
Industry Information Technology and Services
Experience
State Street Corp  June 2000 - Present
State Street Global Advisors   June 2000 - June 2004

Skills
Financial Services, Mutual Funds, Vendor Management, Business Continuity, Risk Management, Business Analysis, Securities, Process Improvement, Banking, Disaster Recovery, SDLC, Information Technology, Storage, Business Continuity..., Project Management, Risk Assessment, Business Relationship...

Education
Eastern Nazarene College   1988 — 1992

Carlyn Chase Carlyn Chase Greater Boston Area Details
Carlyn Chase's State Street Global Advisors Experience June 2007 - August 2007
Job IBG Marketing Intern at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   June 2007 - August 2007

Education
Elon University   2004 — 2008

Peter Breault, CFA Peter Breault, CFA Boston, Massachusetts Details
Peter Breault, CFA's State Street Global Advisors Experience 2012 - Present
Job Portfolio Manager at SSgA
Industry Investment Management
Experience
State Street Global Advisors   2012 - Present
Wellington Management  February 2007 - 2011
Wellington Management  2006 - 2007
Wellington Management  2002 - 2006

Skills
Fixed Income, Bloomberg, Derivatives, Portfolio Management, Swaps, Technical Analysis, Trend Analysis, Economics, Bonds, Investments, Hedging, Interest Rate Risk..., Securities, Investment Strategies, Mutual Funds

Education
Northeastern University - Graduate School of Business Administration   2005 — 2007
Masters of Science, Finance, 3.70 GPA

University of Massachusetts at Dartmouth - Charlton College of Business
Bachelors of Science, Finance

Rachel Johnson, CFA Rachel Johnson, CFA Greater Boston Area Details
Rachel Johnson, CFA's State Street Global Advisors Experience January 2008 - Present
Job at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   January 2008 - Present
Wellington Management  August 1997 - January 2008
Federal Reserve Board  1992 - 1995

Education
The University of Chicago Booth School of Business   1995 — 1997
MBA, Finance, Accounting

Dartmouth College   1988 — 1992
B.A., Economics

Chris Hynes Chris Hynes Greater Denver Area Details
Chris Hynes's State Street Global Advisors Experience December 1988 - December 2001
Job Owner, Hynes Capital
Industry Investment Management
Experience
Hynes Capital   January 2002 - Present
Hastings Equity Partners, LLC   March 2003 - August 2007
State Street Global Advisors   December 1988 - December 2001
Jefferies  1983 - 1988

Skills
Private Equity, Alternative Investments, Portfolio Management, Investments, Series 7, Fixed Income, Hedge Funds, Asset Management, Equities, Valuation, Asset Managment, Investment Banking, Capital Markets, Investment Strategies, Investment Management

Education
Columbia University - Columbia Business School   1972 — 1974
MBA, Finance

University of Southern California - Marshall School of Business   1968 — 1972

Tom Babcock Tom Babcock Greater Boston Area Details
Tom Babcock's State Street Global Advisors Experience July 2004 - December 2004
Job Internal Auditor
Industry Hospital & Health Care
Experience
Fresenius Medical Care  January 2015 - Present
Fresenius Medical Care  January 2013 - December 2014
Boston Scientific  May 2011 - December 2012
Fresenius Medical Care  January 2010 - April 2011
Fresenius Medical Care  May 2008 - January 2010
UHY LLP  September 2007 - March 2008
Matson, Driscoll & Damico LLP   September 2005 - August 2007
State Street Global Advisors   July 2004 - December 2004
State Street Global Advisors   January 2004 - June 2004
The Gillette Company  February 2003 - June 2003

Education
D'Amore-McKim School of Business at Northeastern University   2005 — 2006
Master of Science

Northeastern University   2000 — 2005
B.S.

Joe Arthur Joe Arthur Greater Boston Area Details
Joe Arthur's State Street Global Advisors Experience 1995 - 2002
Job Senior Application Software Engineer at Akamai Technologies
Industry Financial Services
Experience
Akamai Technologies  May 2014 - Present
State Street Corporation  2003 - May 2014
State Street Global Advisors   1995 - 2002

Skills
SDLC, Financial Services, Requirements Gathering, Equities, Software Development, Business Analysis, Vendor Management, Risk Management, Fixed Income, SQL, Data Warehousing, Visio, PL/SQL, Unix, Perl, T-SQL, Compliance, Business Intelligence, User Acceptance Testing, Business Requirements, Software Project..., Access, Requirements Analysis, Systems Analysis, PMO, Enterprise Architecture, Business Process, Disaster Recovery, Business Process...

Education
Cornell University   1976 — 1980
Bachelor's degree, History

IHS

Pam Hegarty Pam Hegarty Greater Boston Area Details
Pam Hegarty's State Street Global Advisors Experience April 2005 - December 2008
Job Global Equity Analyst at Boston Common Asset Management
Industry Investment Management
Experience
Boston Common Asset Management  November 2013 - Present
Intergeneration Capital Management   July 2011 - October 2013
First Solar  April 2009 - July 2011
State Street Global Advisors   April 2005 - December 2008
Baring Asset Management  June 2003 - April 2005
Janus Capital Group  December 1995 - April 2003

Skills
Equity Research, Valuation, Asset Management, Financial Analysis, Portfolio Management

Education
Cornell University - S.C. Johnson Graduate School of Management   1990 — 1992
MBA With Distinction, Finance and Operations Management

Harvard University   1983 — 1987
AB Cum Laude, Applied Mathematics with a concentration in Economics

Jacqueline (Dilley) Kepple Jacqueline (Dilley) Kepple Greater Boston Area Details
Jacqueline (Dilley) Kepple's State Street Global Advisors Experience January 2013 - July 2013
Job Human Resources Generalist
Industry Human Resources
Experience
PerkinElmer  July 2013 - Present
State Street Global Advisors   January 2013 - July 2013
State Street Global Advisors   May 2011 - December 2012
State Street Global Advisors   May 2009 - May 2011
State Street Global Markets  January 2008 - May 2009
JetBlue Airways  May 2007 - January 2008
JetBlue Airways  August 2005 - July 2007
JetBlue Airways  January 2005 - August 2005
Massachusetts Institute of Technology  September 2003 - December 2004
Massachusetts Institute of Technology  September 2002 - September 2003

Skills
Training, Aviation, Process Improvement, PeopleSoft, Airlines, Workforce Planning, Airports, Team Building, Commercial Aviation, Employee Engagement, Employee Benefits, Reporting & Analysis

Education
Daniel Webster College
B.S., Aviation Management

Pomperaug High School

Jane Flaherty Jane Flaherty Greater Boston Area Details
Jane Flaherty's State Street Global Advisors Experience June 2006 - Present
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   June 2006 - Present
State Street Global Advisors   October 2002 - June 2006

Skills
Investment Management, Asset Management, Equities, Fixed Income, Mutual Funds, Relationship Management

Education
Cornell University   1999 — 2002

Max Cann Max Cann Greater Boston Area Details
Max Cann's State Street Global Advisors Experience January 2012 - June 2014
Job Institutional Sales at ProShare Advisors LLC
Industry Investment Management
Experience
ProShare Advisors LLC  June 2014 - Present
State Street Global Advisors   January 2012 - June 2014
State Street Global Advisors   March 2011 - January 2012
State Street Global Advisors   July 2010 - July 2011
State Street Associates  2009 - 2010
Sovereign Bank  2009 - 2009
BR Ventures   July 2007 - May 2008
Provenir  November 2006 - May 2007
Provenir  October 2002 - November 2006

Skills
Financial Modeling, Business Development, Risk Management, Equities, Valuation, Business Analysis, Leadership, Mutual Funds

Education
Cornell University - S.C. Johnson Graduate School of Management   2007 — 2008
MBA, Finance

Cornell University   2001 — 2002
MEng, Operations Research

Cornell University   1997 — 2001
BS, Engineering - Operations Research

Kent Finkle Kent Finkle Boston, Massachusetts Details
Kent Finkle's State Street Global Advisors Experience 2004 - Present
Job Vicepresident at SSgA
Industry Investment Management
Experience
State Street Global Advisors   2004 - Present

Skills
MATLAB, VB.NET, Powershell, Visual C#, SQL

Education
Rensselaer Polytechnic Institute   1976 — 1980

Cornell University - Johnson Graduate School of Management
MBA

Sheldon Tang Sheldon Tang Greater Minneapolis-St. Paul Area Details
Sheldon Tang's State Street Global Advisors Experience 1998 - 1999
Job Data Architect at Prime Therapeutics
Industry Insurance
Experience
Prime Therapeutics  March 2013 - Present
Prime Therapeutics  October 2006 - March 2013
NLKM   January 2000 - October 2006
American Express Financial Advisors  2000 - 2003
Analyst International  September 1992 - January 2000
State Street Global Advisors   1998 - 1999

Skills
SDLC, Process Improvement, Business Intelligence, Visio, Requirements Analysis, Requirements Gathering, Integration, Data Warehousing, Data Modeling, data profiling

Education
Concordia College   1980 — 1984

Erika Driscoll Erika Driscoll Greater Boston Area Details
Erika Driscoll's State Street Global Advisors Experience July 2010 - Present
Job Principal / Executive Assistant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   July 2010 - Present
State Street  March 2009 - July 2010
State Street  February 1999 - March 2009
State Street Global Advisors   1999 - March 2009
Unicare  April 1997 - February 1999
St. Mary's Woman and Infant Center   July 1996 - April 1998
Progressive Insurance  January 1991 - July 1996

Skills
Administrative..., Executive Management, Lotus Notes, Outlook, Office Administration, Visio, PeopleSoft, Customer Service, Accounts Receivable, Microsoft Office, Microsoft Excel, Training, Recruiting, Insurance, Payroll, Accounting, SharePoint, Human Resources, Office Management, Professional Services, Interviews, Calendaring, Employee Benefits, Invoicing, Management, Adobe Acrobat, Vendor Management, Employee Relations, PowerPoint, Microsoft Word, Travel Arrangements, Process Scheduler, Leadership, Software Documentation, Data Entry, Expense Reports, Executive Support, Analysis, Confidentiality, Budgets, College Recruiting, Onboarding, Financial Services, Process Improvement, Time Management

Education
Eastern Nazarene College   1994 — 1996
BSBA, Small Business Administration/Management

Lesley University   1993 — 1993
Business Administration and Management, General

Quincy College   1992 — 1993
Associates, Business

Newbury College   1985 — 1986
Accounting

Ali Pasqual Ali Pasqual Greater New York City Area Details
Ali Pasqual's State Street Global Advisors Experience August 2000 - July 2001
Job Chief Merchant at Accent Accessories
Industry Apparel & Fashion
Experience
Accent Accessories   August 2015 - Present
Ballet Jewels  May 2011 - August 2015
Capelli New York  August 2010 - April 2011
Crimzon Rose International  July 2007 - April 2010
Crimzon Rose International  September 2005 - June 2007
Jones Apparel Group  July 2002 - August 2005
Trends International  July 2001 - August 2002
State Street Global Advisors   August 2000 - July 2001

Skills
Merchandising, Fashion, Trend Analysis, Apparel, Visual Merchandising, Trend, Product Development, Brand Development, Styling, Wholesale, Sales

Education
Fashion Institute of Technology   2003 — 2005

Salem State College   1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations

Holly Sabourin Holly Sabourin San Francisco, California Details
Holly Sabourin's State Street Global Advisors Experience December 2007 - August 2011
Job Analytics Client Consultant at MSCI Inc.
Industry Investment Management
Experience
MSCI Inc.  August 2015 - Present
State Street Global Advisors Limited   September 2011 - January 2014
State Street Global Advisors   December 2007 - August 2011
State Street Global Advisors   May 2005 - November 2007
State Street Global Advisors   October 2001 - April 2005

Skills
Bloomberg, Fixed Income, Equities, Investments, Asset Management, Mutual Funds, Investment Strategies, Investment Management, Portfolio Management

Education
Northeastern University - Graduate School of Business Administration   2005 — 2008
MBA, Investments & Corporate Finance

Northeastern University   2000 — 2005
B.S.B.A., Finance & Management

2016 Level III Candidate in the CFA Program

Brendan Curran, CFA Brendan Curran, CFA Greater Boston Area Details
Brendan Curran, CFA's State Street Global Advisors Experience June 2011 - Present
Job Defined Contribution Investment Strategist
Industry Financial Services
Experience
State Street Global Advisors   June 2011 - Present
State Street Global Advisors   August 2008 - June 2011
Merrill Lynch  June 2007 - August 2007
Investors Bank & Trust  June 2006 - August 2006
Boston Stock Exchange  June 2005 - August 2005

Education
Connecticut College   2004 — 2008
BA, Economics

Charlise Whiteside Charlise Whiteside Greater San Diego Area Details
Charlise Whiteside's State Street Global Advisors Experience 1993 - 2000
Job Manager Partner; CEO at Stonehaven Private Wealth Management LLC
Industry Investment Management
Experience
Stonehaven Private Wealth Management LLC   June 2013 - Present
Charlise Brown Whiteside CFP   October 2012 - Present
Morgan Stanley Smith Barney  June 2010 - October 2012
PNC Advisors  December 2004 - June 2008
Eastern Bank  2000 - 2002
State Street Global Advisors   1993 - 2000
Phase II Acquisitions   1987 - 1993
State Street Global Advisors   1981 - 1987
First Bank  1979 - 1981
IBM  1976 - 1979

Skills
Investment Management, Wealth Management, Wealth Management..., Investment Advisory, Asset Management, Asset Allocation, Retirement Planning, Trusts, Mutual Funds, Asset Managment, Trust Services, Investment Strategies, Strategic Planning, Financial Analysis, Securities, Credit, Due Diligence, Financial Planning, Portfolio Management, Investments, Venture Capital

Education
Yale University   1972 — 1976
Bachelor's Degree

West Islip High School

Boston University College of Financial Planning
Certificate in Financial Planning, Financial Planning

Kennedy Sinclair   1980 — 1981
trusts, estate, and financial planning

New York State Pension School
Erisa

Emerson College
graduate certificate, Writing

Susan Reigel Susan Reigel Denver, Colorado Details
Susan Reigel's State Street Global Advisors Experience 1999 - 2008
Job Investment Management Professional
Industry Investment Management
Experience
Fidelity Global Asset Allocation division   2008 - Present
Fidelity Investments  2008 - Present
State Street Global Advisors   1999 - 2008

Skills
Fixed Income, Investments, Mutual Funds, Asset Allocation, Valuation, Portfolio Management, Equities, Investment Strategies, Equity Research, Bloomberg, Asset Managment, Investment Management, Derivatives, Bonds, Hedge Funds

Education
Florida State University   1989 — 1994

Karen E. Beech Karen E. Beech Greater Milwaukee Area Details
Karen E. Beech's State Street Global Advisors Experience October 2007 - January 2009
Job Global HR Leader, Rockwell Automation HQ
Industry Industrial Automation
Experience
Rockwell Automation  October 2013 - Present
Rockwell Automation  January 2012 - Present
Research In Motion  May 2009 - January 2012
State Street Global Advisors   October 2007 - January 2009
TD Securities  2006 - 2007
TD Securities  2005 - 2006
TD Commercial Banking  2002 - 2004
TD Bank  2000 - 2002
Canada Trust  1999 - 2000
Canada Trust  1996 - 1998

Skills
Performance Management, Employee Engagement, Workshop Facilitation, Organizational Design, Organizational..., Recruiting, Employee Relations, Human Resources, Leadership Development, Strategy, Personnel Management, Change Management, Budgets, Employee Training, Talent Management, Leadership, Employer Branding, Succession Planning, Workforce Planning

Education
Fielding Graduate University
Master's Degree, Large scale organizational change, leadership development, coaching, performance consulting.

University of Toronto - Rotman School of Management   2009 — 2009
Advanced Program in Human Resources Management

Adler School of Professional Coaching
Foundations of Professional Coaching, 2008

University of Toronto
Bachelor of Arts, Political Science and History

Jeffrey P. Davis, CFA Jeffrey P. Davis, CFA Greater Boston Area Details
Jeffrey P. Davis, CFA's State Street Global Advisors Experience 1992 - 2001
Job Chief Investment Officer at LMCG Investments
Industry Investment Management
Experience
LMCG Investments  April 2005 - Present
Rockefeller & Co., Inc.   August 2001 - April 2005
State Street  November 1992 - August 2001
State Street Global Advisors   1992 - 2001
State Street Global Advisors (SSgA)   1992 - 2001
PanAgora Asset Management  October 1987 - November 1992
Wilmington Trust  July 1983 - October 1987

Skills
Investments, Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Hedge Funds, Equities, Emerging Markets, Fixed Income, Investment Management

Education
Vanderbilt University - Owen Graduate School of Management   1980 — 1982
MBA, Finance

Duke University   1977 — 1980
Bachelor of Arts (BA), Philosophy and Economics

Tom Favazza Tom Favazza Greater Boston Area Details
Tom Favazza's State Street Global Advisors Experience June 1997 - Present
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   June 1997 - Present
Andersen Consulting  June 1996 - June 1997
JP Morgan  June 1994 - June 1996

Skills
Bloomberg, Securities, Equities, Fixed Income, Derivatives, Financial Modeling, Financial Services, Portfolio Optimization, Market Data, Hedge Funds, Investments

Education
Duke University   1990 — 1994
Bachelor of Science of Engineering, Electrical & Computer Engineering

Brian Murtagh, CFA Brian Murtagh, CFA Greater Boston Area Details
Brian Murtagh, CFA's State Street Global Advisors Experience May 2013 - Present
Job Investment Strategist, Defined Contribution at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   May 2013 - Present
State Street Global Advisors   February 2012 - May 2013
State Street  September 2009 - February 2012
Smith Barney  June 2008 - August 2008

Skills
Alternative Investments, Equities, Fund Administration, Fund Accounting, Hedge Funds, Mutual Funds, Fixed Income, Valuation, Financial Modeling, Securities, Economics, Financial Analysis, Investments, Finance

Education
Connecticut College   2005 — 2009
BA, Economics

St. John's Prep   2001 — 2005

Douglas Glennon, CIMA® Douglas Glennon, CIMA® Naples, Florida Area Details
Douglas Glennon, CIMA®'s State Street Global Advisors Experience April 2014 - Present
Job Vice President, Regional Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   April 2014 - Present
Astor Investment Management  December 2012 - March 2014
Alternative Wholesaling Group   August 2008 - December 2012
ING Funds Distributor, LLC   October 2007 - July 2008
Alliannz Life Financial Services   March 2007 - October 2007
Old Mutual Investment Partners  September 2004 - March 2007
Transamerica Capital  October 2002 - September 2004
GE Financial  April 2000 - October 2002
Delaware Investments  March 1986 - April 2000

Skills
Series 7, Series 63, Series 24, Annuities, Mutual Funds, Wholesaling, Alternative Investments, Separately Managed..., Securities, Variable Annuities, Fixed Annuities, Insurance, Hedge Funds, Retirement Planning, Structured Porducts, ETF Portfolios, Series 66, Wholesale, Uniform Combined State..., Portfolio Management, ETFs

Education
Drake University
Bachelor of Science, Business Administration

University of Pennsylvania - The Wharton School
IMCA: CIMA® Program

Laura Finn Laura Finn Greater New York City Area Details
Laura Finn's State Street Global Advisors Experience December 2003 - September 2007
Job VP at Central Park Group
Industry Financial Services
Experience
Central Park Group, LLC  October 2007 - Present
State Street Global Advisors   December 2003 - September 2007
MFS Investment Management  September 2002 - December 2003

Education
Fairfield University   1998 — 2002
BA

Nicole Weckesser Nicole Weckesser Greater Boston Area Details
Nicole Weckesser's State Street Global Advisors Experience March 2010 - March 2014
Job Account Executive, Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors  March 2014 - Present
State Street Global Advisors   March 2010 - March 2014
State Street Global Advisors   February 2007 - March 2010
Mellon Financial  July 2004 - July 2005

Skills
Service Delivery, Series 63, Hold Series 7, Series 7

Education
Suffolk University - Sawyer Business School   2006 — 2010
M.B.A, Finance

Fairfield University   2000 — 2004
B.S., Finance

Kerstin Ramstrom Kerstin Ramstrom New York, New York Details
Kerstin Ramstrom's State Street Global Advisors Experience June 2006 - December 2008
Job Senior Equity Research Analyst at Mutual of America
Industry Financial Services
Experience
Mutual of America  August 2014 - Present
Northern Trust  November 2011 - July 2014
K&L Ventures Ltd.   April 2009 - March 2011
State Street Global Advisors   June 2006 - December 2008
Bear Stearns  September 2001 - June 2006
Fidelity Investments  June 1994 - August 2000
Fidelity Investments Institutional Services (FIIS)   1994 - 1999
Fidelity Investments Institutional Services, Co, Inc.   1994 - 1999

Education
Cornell University - Johnson Graduate School of Management   1999 — 2001
MBA, Finance

Skidmore College   1987 — 1991
BA, Physics and Math

St. Mark's School

Liza Stewart, MBA Liza Stewart, MBA Greater Boston Area Details
Liza Stewart, MBA's State Street Global Advisors Experience February 2015 - Present
Job Principal/Marketing Manager, Institutional Marketing at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   February 2015 - Present
Natixis Global Asset Management  October 2011 - February 2015
Natixis Global Asset Management  August 2010 - October 2011
Morrissey & Company  February 2009 - August 2010
Fidelity Ventures  April 2006 - February 2009
The Enterprise Forum   2004 - 2004

Skills
Marketing, Business Development, Negotiation, Account Management, Event Management, Business Strategy, New Business Development, Investments, Strategy, Strategic Planning, Financial Analysis, Marketing Strategy, Aprimo, Salesforce.com, Constant Contact, Management, Mutual Funds, Competitive Analysis

Education
Northeastern University - Graduate School of Business Administration   2007 — 2010
MBA, Marketing, International Business

Indiana University Bloomington   2001 — 2005
BS, Business Management

Manchester Central High School   1997 — 2001

Jacey Bokuniewicz Jacey Bokuniewicz Greater Boston Area Details
Jacey Bokuniewicz's State Street Global Advisors Experience 2005 - 2006
Job Sr Associate I, Reporting & Submissions, SABR, Biogen Idec
Industry Pharmaceuticals
Experience
Biogen Idec  November 2011 - Present
ImprovBoston  August 2003 - Present
Vertex Pharmaceuticals  January 2009 - November 2011
Molecular Insight Pharmaceuticals  April 2007 - December 2008
Boston University, School of Medicine  2006 - 2006
State Street Global Advisors   2005 - 2006
SolidWorks Corporation  November 2002 - May 2005
BYOBroadcast   2000 - 2001

Skills
Improvisation, Microsoft Excel, Microsoft Office, Video Production, Research, Social Media, Acting, Copywriting, Editing, Theatre, Public Speaking, Biotechnology, Clinical Trials, Event Planning, Social Media Marketing, Clinical Development, Blogging, GCP, Pharmaceutical Industry, Microsoft Word, Creative Writing, Entertainment, Clinical Research

Education
Emerson College   1994 — 1996
Mass Communications - Film Production

Middlesex Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies

George Stamboulis George Stamboulis Greater New York City Area Details
George Stamboulis's State Street Global Advisors Experience March 2008 - March 2011
Job KPMG Advisory
Industry Investment Management
Experience
KPMG Advisory  April 2011 - Present
State Street Global Advisors   March 2008 - March 2011

Education
Franklin & Marshall College   2002 — 2006

Toni Delgado-Green Toni Delgado-Green Providence, Rhode Island Area Details
Toni Delgado-Green's State Street Global Advisors Experience June 2007 - November 2008
Job Custom Media Production
Industry Newspapers
Experience
The Standard-Times/SouthCoastToday.com   January 2010 - Present
KPMG  April 2009 - December 2009
State Street Global Advisors   June 2007 - November 2008
Robert Half International  2006 - 2008
Digital People  December 2006 - June 2007
Horace Mann Insurance  June 2006 - November 2006
SuperCoups  July 2005 - November 2005
Monitor Company  May 1999 - June 2002
Vertex Partners  April 1996 - March 1998
Texas Instruments  July 1994 - July 1995

Skills
QuarkXPress, Social Media, Graphic Design, Adobe Acrobat, InDesign, Illustrator, Photoshop, Layout, InCopy, Jazbox, Graphics, Photography, Web Content, Advertising, Editing, Desktop Publishing, Pre-press, Copy Editing, Marketing Communications, Adobe Creative Suite, Brochures, PowerPoint, Logo Design, Illustration, Social Networking, Facebook, Editorial, Newspapers, Email Marketing, Newsletters, Publications, Blogging, Marketing, Proofreading, Copywriting

Education
Fitchburg State University
Bachelor's, English - Professional Writing

Fitchburg State University   1990 — 1992
English, Professional Writing

Rhode Island School of Design
Certificate, Children's Book Illustration

Rhode Island School of Design

Andy Donohue Andy Donohue Greater Boston Area Details
Andy Donohue's State Street Global Advisors Experience January 2008 - December 2008
Job Vice President, Instutional Sales at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   January 2013 - Present
RBC Global Asset Management (U.S.) Inc.   February 2012 - Present
Pyramis Global Advisors  January 2009 - January 2012
State Street Global Advisors   January 2008 - December 2008
Wellington Management  June 2005 - January 2008
International Client Service   January 2005 - June 2005
Deutsche Bank  August 2001 - July 2003
State Street Bank and Trust  August 2000 - August 2001

Education
D'Amore-McKim School of Business at Northeastern University   2003 — 2005
MBA, MBA

Union College   1996 — 2000
BA, Economics and Modern Languages

Paul Dudley Paul Dudley Raleigh-Durham, North Carolina Area Details
Paul Dudley's State Street Global Advisors Experience March 2001 - June 2004
Job IT Professional
Industry Information Technology and Services
Experience
Apptio  September 2011 - November 2014
CDI IT Solutions  April 2011 - September 2011
State Street  July 2004 - December 2010
State Street Global Advisors   March 2001 - June 2004
Middleware Consulting   1999 - February 2001
Sybase  February 1997 - December 1998
Stream International  August 1995 - February 1997

Skills
Business Analysis, Systems Analysis, Process Mapping, Business Process Design, Lean Sigma, Agile, Software Development

Education
D'Amore-McKim School of Business at Northeastern University
MSF/MBA, Finance, Business Administration

San Diego State University-California State University
BA, Transportation and Urban Geography

University of New Hampshire
Civil engineering

University of Pittsburgh
Semester at Sea program

Jeffrey Megar Jeffrey Megar Greater Boston Area Details
Jeffrey Megar's State Street Global Advisors Experience 2007 - 2012
Job Senior Investment Professional with Product and Portfolio Managment Experience
Industry Investment Management
Experience
F-Squared Investments  September 2014 - March 2015
STATE STREET GLOBAL ADVISORS   2007 - 2012
FORTIS INVESTMENT MANAGEMENT CO., INC   2005 - 2007
CYPRESSTREE INVESTMENT MGMT. CO., INC   2001 - 2005
PROSPECT STREET INVESTMENT MANAGEMENT   1996 - 2001

Skills
Fixed Income, High Yield, Leveraged Finance, Bonds, Portfolio Management, Bloomberg, Asset Managment, Investments, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Derivatives, Investment Research, Financial Services, Finance, Proprietary Trading, Separately Managed..., Asset Management, Trading

Education
Northeastern University
Master of Business Administration, Financial Management

Framingham State University
Bachelor of Arts, Business Economics

Geoffrey Kelley, CFA Geoffrey Kelley, CFA Boston, Massachusetts Details
Geoffrey Kelley, CFA's State Street Global Advisors Experience July 2013 - Present
Job Head of Strategic Investment Research at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   July 2013 - Present
Vernon Square Capital   December 2008 - February 2012
Putnam Investments  July 1994 - November 2008
The Boeing Company  March 1988 - August 1992

Skills
Asset Allocation, Portfolio Management, Equities, Investments, Mutual Funds, Management, Alternative Investments, Hedge Funds, Tactical Asset..., Asset Management, Fixed Income, Bloomberg, Investment Management, Investment Strategies, High Yield

Education
Duke University - The Fuqua School of Business   1992 — 1994
MBA, General Business/Finance

Washington State University - College of Business and Economics   1983 — 1987
BA, Business/Finance

Angela Nimer Angela Nimer Greater Chicago Area Details
Angela Nimer's State Street Global Advisors Experience 2006 - 2007
Job Consultant at Seraph Group, Inc.
Industry Computer Software
Experience
Seraph Group, Inc.   September 2014 - Present
Perminova, Inc.   September 2011 - Present
New York University  2006 - Present
August Hill Winery   2005 - Present
Pearson Education  2008 - October 2010
State Street Global Advisors   2006 - 2007
Motionbox  2006 - 2006
Children's Hospital Boston  2005 - 2006
Tapper.net   2005 - 2006
NorthPoint Domain  June 2004 - February 2005

Skills
AngularJS, XML, JavaScript, Flex, Software Development, CSS, ColdFusion, Java, ASP, HTML, DHTML, Eclipse, SQL, Crystal Reports, Visual Basic, Jasper Reports, Bootstrap, Subversion, Databases, Web Applications

Education
DePaul University   1995 — 1998
B.S., Computer Science

Alina Coman Alina Coman Montreal, Canada Area Details
Alina Coman's State Street Global Advisors Experience February 2011 - September 2014
Job Senior Associate at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt  October 2014 - Present
State Street Global Advisors   February 2011 - September 2014
Peak Financial Services  June 2010 - September 2010
NCO FINANCIAL SERVICES, Montreal   December 2006 - October 2008

Skills
Equities, Fixed Income, Asset Management, Financial Services, Project Management

Education
Canadian Securities Institute   2011 — 2011
CSC, Canadian Securities Course

Concordia University   2007 — 2010
BComm, Finance(major), Management(minor)

HEC Montréal
Certificat en vente relationnelle, Business, Management, Marketing, and Related Support Services

Laura Sullivan Laura Sullivan Greater Boston Area Details
Laura Sullivan's State Street Global Advisors Experience 2002 - 2007
Job Museum of Fine Arts, Leadership Gifts
Industry Philanthropy
Experience
Museum of Fine Arts, Boston  July 2014 - Present
Och-Ziff Capital Management  February 2010 - July 2014
Central Park Group LLC  September 2007 - February 2010
State Street Global Advisors   2002 - 2007

Skills
Relationship Management, Fundraising, Investor Relations, Client Services, Business Development, ETFs, Bloomberg, Securities, Valuation, Financial Services, Derivatives, Due Diligence, Investment Management, Emerging Markets, Financial Markets, Options

Education
Fairfield University   1998 — 2002
Bachelor of Arts (B.A.), English, Art History

Joe Cachuela Joe Cachuela Greater Boston Area Details
Joe Cachuela's State Street Global Advisors Experience 2006 - 2009
Job Risk Manager, Global Restructuring Group at RBS Citizens, NA
Industry Financial Services
Experience
RBS Citizens, NA  2013 - Present
RBS Citizens, NA  2011 - 2013
IntePros Consulting  2009 - 2011
State Street Global Advisors   2006 - 2009
State Street Bank and Trust, Investor Services Operations/ERM   1997 - 2006

Skills
Program Management, Risk Management, SDLC, Leadership, Management, Change Management, Outsourcing, Internal Audit, Financial Risk, Analysis, PMO, Process Improvement, Cross-functional Team..., Securities, Project Management, Risk Assessment

Education
Drexel University - LeBow College of Business
BSBA, Accounting

West Chester University of Pennsylvania
MBA, Management

Caroline McKenzie Caroline McKenzie Birmingham, Alabama Details
Caroline McKenzie's State Street Global Advisors Experience February 2007 - May 2009
Job Executive Editor at Country Living
Industry Writing and Editing
Experience
Country Living  November 2013 - Present
Southern Living  January 2012 - November 2013
Southern Living  September 2010 - January 2012
Freelance  January 2010 - October 2010
Body+Soul magazine, Martha Stewart Omnimedia   May 2009 - May 2010
Martha Stewart Living Omnimedia  August 2008 - May 2009
State Street Global Advisors   February 2007 - May 2009

Skills
Editorial, Editing, Magazines, Publications, Storytelling, Freelance Writing, Research, Fact-checking, Fashion, Blogging, Journalism, Social Media, Web Content, Feature Articles, Market Work, Lifestyle, Travel, Interiors, Homes/Design

Education
Emerson College   2007 — 2009
M.A., Writing, Publishing and Literature

Vanderbilt University   2001 — 2005
B.A., American and Southern Studies

Daniel TenPas, CFA Daniel TenPas, CFA Greater Boston Area Details
Daniel TenPas, CFA's State Street Global Advisors Experience August 2015 - Present
Job Portfolio Manager Passive Equity at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   August 2015 - Present
State Street Global Advisors   September 2012 - August 2015
State Street Global Advisors   December 2009 - September 2012
Eaton Vance  March 2008 - August 2009
Eaton Vance  January 2007 - March 2008
AEW Capital Management  September 2005 - January 2007
Goulston & Storrs  July 2004 - June 2005
Palmer & Dodge LLP  September 2003 - June 2004

Skills
Fixed Income, Equities, Investments, Investment Strategies, Investment Management, Modern Portfolio Theory, Financial Analysis, Financial Markets, Derivatives, Microsoft Office, Real Estate, Team Building, Mutual Funds, Financial Modeling, Financial Services, Portfolio Management

Education
Dartmouth College
B.A., Economics

Harvard Law School
J.D.

Lexington High School

David Ely, CFA David Ely, CFA Greater Boston Area Details
David Ely, CFA's State Street Global Advisors Experience November 2013 - June 2015
Job Vice President Portfolio Manager
Industry Investment Management
Experience
Wilmington Trust  June 2015 - Present
American Council on Gift Annuities   April 2009 - Present
State Street Global Advisors   November 2013 - June 2015
State Street Global Advisors   June 2007 - November 2013
State Street Global Advisors   2007 - 2009
State Street Global Advisors   December 1999 - June 2007
Smith Barney  December 1995 - November 1999

Skills
Investments, Fixed Income, Asset Managment, Finance, Investment Management, Capital Markets, Portfolio Management, Asset Management, Securities, Mutual Funds, Hedge Funds, Asset Allocation, Series 63, Bloomberg, Valuation, Financial Services, Alternative Investments, Equities, Series 7, Derivatives, New Business Development, Investment Strategies, Wealth Management, Emerging Markets, Investment Advisory, Private Equity, Bonds, Relationship Management, Financial Modeling, Financial Markets

Education
D'Amore-McKim School of Business at Northeastern University   1999 — 2003
Masters, Finance

University of North Carolina at Chapel Hill   1985 — 1989
BA, Economics

CFA Institute
CFA, Finance

Ryan G Kenny, CFA Ryan G Kenny, CFA Boston, Massachusetts Details
Ryan G Kenny, CFA's State Street Global Advisors Experience June 2008 - November 2008
Job Portfolio Manager at Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC  June 2015 - Present
Wealth and Investment Management at Barclays  May 2012 - December 2014
JP Morgan  May 2010 - May 2012
State Street Global Advisors   June 2008 - November 2008

Education
College of the Holy Cross   2004 — 2008
BA, Economics

Deirdre Carroll Deirdre Carroll Colorado Springs, Colorado Area Details
Deirdre Carroll's State Street Global Advisors Experience December 2000 - June 2002
Job Retirement Plan Consultant at Envoy Financial
Industry Financial Services
Experience
Envoy Financial  November 2013 - Present
Proshares  October 2010 - June 2011
US Boston Corporation   January 2006 - March 2010
Captial Advisors Group   March 2004 - August 2005
Independence Investments  June 2002 - June 2003
State Street Global Advisors   December 2000 - June 2002
Nvest Companies, LP   January 1998 - December 2000
John Hancock  January 1994 - January 1998

Skills
Investments, Strategy, Business Development, CRM, Mutual Funds, Marketing, Sales, New Business Development, Due Diligence, Venture Capital, Customer Retention, Asset Management, Portfolio Management, Series 7, Performance Management

Education
Emerson College   1996 — 1998
Master of Arts, Marketing Communications

William Smith College   1988 — 1992
Bachelor of Arts, Sociology

Bruce Letendre Bruce Letendre Greater Boston Area Details
Bruce Letendre's State Street Global Advisors Experience January 1997 - October 2002
Job AVP at State Street
Industry Financial Services
Experience
State Street Bank  January 1997 - Present
State Street Global Advisors   January 1997 - October 2002
Raytheon  1985 - 1996

Skills
Risk Management, SDLC, Fixed Income, Databases, Java Enterprise Edition, Requirements Gathering

Education
Framingham State University   1993 — 1996
Bachelor of Science (BS), Computer Science

Framingham State University   1990 — 1996
Bachelor's degree, Computer Science

Nicole Gonzalez Nicole Gonzalez Greater Boston Area Details
Nicole Gonzalez's State Street Global Advisors Experience March 2005 - November 2009
Job Executive Assistant at ACI Worldwide
Industry Computer & Network Security
Experience
ACI Worldwide  October 2014 - Present
Rapid7  June 2013 - October 2014
PTC  November 2009 - June 2013
State Street Global Advisors   March 2005 - November 2009
Wachovia Securities, LLC  October 2001 - January 2005
United States Army Reserves  January 1996 - January 2004
Parcel Connections   August 2000 - October 2001

Skills
PowerPoint, Outlook, Management, Software Documentation, Customer Service, Project Management, Human Resources, Program Management, Process Improvement, Access, Salesforce.com, Microsoft Excel, Microsoft Office, Marketing, Project Planning, Windows, Administrative..., Database Administration, Microsoft Word, Social Networking, Employee Engagement, Time Management, SharePoint, Account Management, Requirements Analysis, Social Skills, Public Speaking

Education
Framingham State College   2009 — 2014
Bachelors degree, Business Management

University of Phoenix   2004 — 2006
Bachelors degree, Business Administration

Mass Bay Community College   1999 — 2001
Associates Degree, Business Management

Marian High School   1992 — 1996

Nadia Cambridge Nadia Cambridge Montreal, Canada Area Details
Nadia Cambridge's State Street Global Advisors Experience 2008 - 2009
Job Associate Account Executive at Aon Risk Solutions
Industry Insurance
Experience
Aon Risk Solutions  April 2014 - Present
Aon Risk Solutions  June 2010 - March 2014
World Trade Securities  2009 - 2010
State Street Global Advisors   2008 - 2009
State Street Trust Montreal   2008 - 2008

Skills
Microsoft Excel, Customer Service, Developing and..., French, English, Spanish Literature, Enterprise Risk..., PowerPoint, Presentation Development, Leadership, Crunching Numbers, Insurance Brokerage, Microsoft Office, Documentations, Financial Risk

Education
McGill University   2013 — 2014
Canadian Risk Management designation

Concordia University   2004 — 2008
Bachelor of Commerce (BCom), Accounting

Bart Hellwig Bart Hellwig Greater Boston Area Details
Bart Hellwig's State Street Global Advisors Experience February 1997 - June 2003
Job Financials analyst at Bank of America
Industry Financial Services
Experience
Bank of America  March 2008 - Present
Columbia Capital Management, LLC  June 2003 - March 2008
State Street Global Advisors   February 1997 - June 2003

Skills
Bloomberg, Financial Modeling, Credit Analysis, Valuation, Fixed Income

Education
Wake Forest University   1990 — 1992
MBA

Drew University   1983 — 1987
Bachelor of Arts, Political Science

Andrew Chodorow Andrew Chodorow Boston, Massachusetts Details
Andrew Chodorow's State Street Global Advisors Experience 2003 - Present
Job Senior Developer at State Street Global Advisers
Industry Financial Services
Experience
State Street Global Advisers   2003 - Present
State Street Global Advisors   2003 - Present
Zurich Scudder Investments  1983 - 2002
Price Waterhouse Management Consultants  1982 - 1983

Skills
Trading Systems, Databases

Education
University of Massachusetts, Amherst   1980 — 1982
MBA, Information Systems / Finance

Cornell University
AB, English / Medieval Literature

Alexander Barera Alexander Barera Montreal, Canada Area Details
Alexander Barera's State Street Global Advisors Experience April 2012 - July 2013
Job Portfolio Administration & Fund Operations Associate at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   April 2012 - July 2013
Gap Inc./Old Navy   August 2009 - August 2011
Club de Soccer Rivière-des-Prairies   2004 - 2004

Skills
Analysis, Investments, Portfolio Management, Teamwork, Auditing, Fund Accounting, Fixed Income

Education
Georgetown University   2014 — 2015
Master's degree, 3.93/4.0

Concordia University   2008 — 2011
Bachelor of Commerce (B.Com.), Finance, Marketing

Champlain College   2006 — 2008
Diploma of Collegial Studies, Health Sciences

Jennifer Manning Jennifer Manning Greater Boston Area Details
Jennifer Manning's State Street Global Advisors Experience April 2015 - Present
Job Compliance Officer at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   April 2015 - Present
Adviser Investments  July 2013 - April 2015
Apollo Global Management LLC  June 2012 - July 2013
Sidley Austin LLP  January 2010 - June 2012

Education
Fordham University   2004 — 2008

Fontbonne Academy   2000 — 2004

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