State Street Global Advisors
Industry: Financial services company
DescriptionState Street Global Advisors is the investment management division of State Street Corporation and the world's fifth largest asset manager, with nearly $2.8 trillion in assets under management as of 31 December 2017. Assets under management: 2.8 trillion USD (2017) CEO: Cyrus Taraporevala (Nov 2017–) Headquarters: Boston, Massachusetts, United States Parent organization: State Street Corporation Number of employees: 2,500 Subsidiaries: SSGA FUNDS MANAGEMENT INC,
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State Street Global Advisors Employees
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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.)
State Street Global Advisors November 2010 - Present
Education
Massachusetts Institute of Technology 1991 — 1994
MS
Dartmouth College 1981 — 1985
BA
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
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
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
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
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
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
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
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
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
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
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
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
State Street Global Advisors March 2007 - Present
Education
Emory University - Goizueta Business School 1997 — 1999
AIS 1987 — 1989
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
State Street Global Advisors June 2007 - August 2007
Education
Elon University 2004 — 2008
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
KPMG Advisory April 2011 - Present
State Street Global Advisors March 2008 - March 2011
Education
Franklin & Marshall College 2002 — 2006
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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