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
Greg Zipoli Greg Zipoli Greater Chicago Area Details
Greg Zipoli's State Street Global Advisors Experience March 2007 - February 2014
Job Senior Vice President Institutional Intermediary Business at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments  August 2015 - Present
Cedar Capital  February 2014 - March 2015
State Street Global Advisors   March 2007 - February 2014
Pershing, LLC - Advisor Solutions   2005 - 2007
Fidelity Investments  1997 - 2005
Boston Capital  1994 - 1997

Skills
Series 7, Series 63, Mutual Funds, ETFs, Alternative Investments, Separately Managed..., Asset Allocation, Wealth Management, Asset Managment, Investment Advisory, Investments, Equities, Hedge Funds, Portfolio Management, Securities, Fixed Income, Investment Strategies, Financial Services, Investment Management, Asset Management, Equity Research, Pensions

Education
Ithaca College
Bachelor of Science (BS), Economics - Management

Tabor Academy - Marion, MA

David Settles David Settles Atlanta, Georgia Details
David Settles's State Street Global Advisors Experience June 2013 - Present
Job VP Business Development, SSgA Atlanta
Industry Investment Management
Experience
State Street Global Advisors   June 2013 - Present
Wellington Management Co., LLP   July 2002 - April 2012
Invesco  January 1996 - July 2002
BankSouth (NationsBank/Bank of America)   January 1990 - January 1996
Wheat First Securities  January 1988 - January 1990
Salomon Brothers  January 1985 - January 1987

Skills
Pension Funds, Defined Benefit, Defined Contribution, Capital Markets, Equities, Alternative Investments, Hedge Funds, Private Equity, Endowment Funds, Foundations, Fixed Income, Institutional..., Asset Allocation, Asset Management, Separately Managed...

Education
Georgia Southern University   1977 — 1982
BS - Communication

Shirley Medina Shirley Medina Greater New York City Area Details
Shirley Medina's State Street Global Advisors Experience July 2004 - August 2006
Job
Industry Health, Wellness and Fitness
Experience
SnapChef   September 2014 - December 2014
Meyerson Associates   June 2013 - January 2014
Spring Mountain Capital  October 2009 - June 2011
Pegasus Capital  May 2007 - March 2009
State Street Global Advisors   July 2004 - August 2006
Loomis, Sayles & Company   March 2003 - March 2004
Watermark Donut company (Dunkin Donuts)   January 2000 - February 2003

Skills
Social Media, Personal Training, Social Media Marketing, Fitness, Customer Service, Public Speaking, Sports, Microsoft Office, Sales, Fitness Training, Social Networking, Nutrition, Office Management, Executive..., Vegan, Pre/Post Natal Fitness, Entrepreneurship, Administrative Office..., Fixed Income, Trading, Trading Floor, Investment Banking, Finance, Private Equity, Securities, Microsoft Excel

Education
Northeastern University   2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Gibbs College-Boston   2002 — 2004
Associate's degree, Business Administration and Management, General

Nishant Kachawa Nishant Kachawa San Francisco Bay Area Details
Nishant Kachawa's State Street Global Advisors Experience October 2014 - March 2015
Job Investment Analyst at Strategic Investment Group
Industry Investment Management
Experience
Strategic Investment Group  May 2015 - Present
State Street Global Advisors   October 2014 - March 2015
Deutsche Bank  June 2011 - March 2014
The Placement Cell, IIT Bombay   April 2010 - April 2011
National Stock Exchange of India Limited  May 2010 - July 2010
Market Technicians Association, Inc.   2010 - 2010

Skills
FX trading, Proprietary Trading, Artificial Neural..., Trading Strategies, Options, Artificial Intelligence, Trading, Derivatives, Technical Analysis, Equities, Financial Markets, Financial Modeling, Bloomberg, Asset Managment, Capital Markets, Fixed Income, C++, Trading Systems, Asset Management, Portfolio Management, FX Options, Currency, Investments

Education
University of California, Berkeley, Haas School of Business   2014 — 2015
Master's Degree, Financial Engineering

Indian Institute of Technology, Bombay   2007 — 2011
Bachelor's Degree, Mechanical Engineering, Minor in Computer Science and Engineering

Nate Hanmer Nate Hanmer Greater Boston Area Details
Nate Hanmer's State Street Global Advisors Experience June 2013 - Present
Job Principal at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   June 2013 - Present
State Street Global Advisors   August 2012 - June 2013
State Street Global Advisors   February 2010 - August 2012
Philips Color Kinetics  October 2009 - February 2010
MFS Investment Management  June 2007 - August 2008

Skills
Relationship Management, Client Services, Project Management, Investments, Business Process..., Process Improvement, Financial Services, Lean Operations, Financial Reporting, Lean Thinking, Microsoft Excel, Customer Service, PowerPoint, Automated Work..., Microsoft Office, SharePoint

Education
General Assembly   2015 — 2015
Product Management

University of New Hampshire - Whittemore School of Business and Economics   2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance

Victoria University of Wellington   2008 — 2008

Amish Dholakia Amish Dholakia Greater Philadelphia Area Details
Amish Dholakia's State Street Global Advisors Experience July 2007 - February 2009
Job Senior Consultant (Deloitte Digital Group) at Deloitte
Industry Management Consulting
Experience
Deloitte Digital  April 2014 - Present
Deloitte  October 2013 - April 2014
Cloud Sherpas  January 2013 - October 2013
Innoveer Solutions  April 2012 - December 2012
Forrester Research  August 2011 - April 2012
Forrester Research  April 2010 - August 2011
South Asian Nation   April 2009 - March 2010
Netezza  May 2009 - November 2009
Dandia On Fire   August 2007 - April 2009
State Street Global Advisors   July 2007 - February 2009

Skills
Competitive Analysis, Strategic Consulting, Email Marketing, Market Research, Marketing Strategy, Salesforce.com..., Salesforce.com, Customer Intelligence, Management Consulting, Relationship Management, Database Marketing, Database Analysis, Event Management, Event Planning, Data Analysis, CRM, Project Management, Business Development, Lead Generation, Marketing, Leadership, Management, Cross-functional Team..., Cloud Computing, Business Strategy

Education
Isenberg School of Management, UMass Amherst   2003 — 2007
BBA, Marketing, Economics, Managment

Westford Academy   1999 — 2003
HS Diploma, General

Anthony Rochte Anthony Rochte Greater Boston Area Details
Anthony Rochte's State Street Global Advisors Experience September 2006 - March 2012
Job President Fidelity SelectCo, LLC at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2012 - Present
State Street Global Advisors   September 2006 - March 2012
Barclays Global Investors  February 2000 - September 2006
Fidelity Investments  May 1996 - February 2000
Nuveen Investments  May 1992 - May 1996

Education
Indiana University Bloomington   1987 — 1991
BA, Economics, Political Science

Leigh Ann Steele Leigh Ann Steele Greater Boston Area Details
Leigh Ann Steele's State Street Global Advisors Experience June 2005 - August 2005
Job Consultant/Community Investor
Industry Financial Services
Experience
Bee Market Insights   July 2014 - Present
Aegis, LLC  January 2011 - Present
Fidelity Investments  March 2008 - June 2014
John Hancock  October 2006 - February 2008
State Street Global Advisors   June 2005 - August 2005
Canaccord   June 1998 - August 2004

Skills
Market Research, Product Development, Product Management, Marketing Strategy, Strategy

Education
Massachusetts Institute of Technology - Sloan School of Management   2004 — 2006
MBA

Lehigh University - College of Business and Economics   1994 — 1998
B.S., Economics

Jennifer Guiliano Jennifer Guiliano Boston, Massachusetts Details
Jennifer Guiliano's State Street Global Advisors Experience June 2013 - August 2013
Job Global Markets PDP Senior Associate at State Street
Industry Investment Management
Experience
State Street  July 2014 - Present
State Street Global Advisors   June 2013 - August 2013
Gettysburg College  September 2011 - May 2013
State Street Global Advisors   June 2012 - December 2012

Skills
Microsoft Excel, PowerPoint, Social Media, Analysis, Social Networking, SPSS, Event Planning, Research, Public Speaking, SharePoint

Education
Gettysburg College   2010 — 2014
Bachelor of Arts degree, Organization and Management Studies

Simsbury High School   2006 — 2010

Singapore American School   1998 — 2006

Trevor Crispo Trevor Crispo Greater Boston Area Details
Trevor Crispo's State Street Global Advisors Experience September 2015 - Present
Job Client Implementation Officer at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   September 2015 - Present
State Street Global Advisors   March 2014 - September 2015
State Street Global Advisors   July 2008 - February 2014
State Street Bank  2007 - 2008
Investors Bank and Trust  2006 - 2007
Investors Bank and Trust  2005 - 2006

Education
Suffolk University - Sawyer School of Management   2009 — 2013
MBA, Finance

University of Massachusetts at Amherst - Isenberg School of Management   2000 — 2004
BAA, Accounting

Michael Thompson, CFA Michael Thompson, CFA Greater Boston Area Details
Michael Thompson, CFA's State Street Global Advisors Experience 2006 - 2010
Job Skilled Investment Management Leader
Industry Investment Management
Experience
Wellington Management Company, LLP  2010 - 2014
State Street Global Advisors   2006 - 2010
Insurevest Consulting   2004 - 2006
Standish Mellon Asset Management  2001 - 2003
Standish, Ayer & Wood, Inc.   1990 - 2001
Continental Asset Management (Continental Insurance)   1982 - 1990

Skills
Investments, Fixed Income, Asset Management, Portfolio Management, Equities, Financial Services, Alternative Investments, Hedge Funds, Bonds, Finance, Insurance, Banking, Due Diligence, Money Market, Management, Credit, Cash Management, Strategy

Education
New York University - Leonard N. Stern School of Business
MBA, Finance

Lehigh University
College of Business and Economics, BS, Double major in Accounting and Finance

James Ryder, CFA James Ryder, CFA Greater Boston Area Details
James Ryder, CFA's State Street Global Advisors Experience December 2014 - Present
Job Investment Strategist, Defined Contribution at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   December 2014 - Present
Pioneer Investments  April 2013 - December 2014
Pioneer Investments  November 2010 - March 2013
Pioneer Investments  October 2009 - November 2010
Pioneer Investments  October 2007 - October 2009
WEOS Radio   September 2005 - May 2007

Skills
Mutual Funds, Series 7, Fixed Income, Equities, Investments, Financial Services, Finance, Asset Allocation, Alternative Investments

Education
Hobart and William Smith Colleges   2003 — 2007
B.A., American Studies, English

Akiko Lindholm Akiko Lindholm Greater Boston Area Details
Akiko Lindholm's State Street Global Advisors Experience December 2007 - May 2012
Job Sr. Manager, Ethics Compliance at Putnam Investments
Industry Investment Management
Experience
Putnam Investments  December 2012 - Present
State Street Global Advisors   December 2007 - May 2012
Natixis Global Associates International  February 2007 - December 2007
Natixis Global Asset Management  March 2004 - January 2007
PIMCO  January 1999 - June 2003
Barclays Capital  March 1998 - December 1998

Skills
Project Management, Code of Ethics, Global Regulatory..., Regulatory compliance, Compliance programs

Education
Keio University
Master's degree, Law

Keio University
Bachelor's degree, Law

Geoffrey Groesbeck Geoffrey Groesbeck Greater Boston Area Details
Geoffrey Groesbeck's State Street Global Advisors Experience 2012 - Present
Job Global strategic communications
Industry International Affairs
Experience
State Street Global Advisors   2012 - Present
República de México   2011 - Present
Massachusetts Institute of Technology  2010 - 2011
Massachusetts Institute of Technology / ITESM   2003 - 2010
Putnam Investments  2001 - 2003
U.S. Global Investors   1998 - 2001
State Street Global Advisors   1990 - 1998

Skills
International..., Entrepreneurship, Strategic Communications, Emerging Markets, Strategic Planning, Program Management, Nonprofits, Sustainable Development, Research, Public Speaking, Technology Needs..., Management Consulting, Spanish, Marketing, Investor Relations, Start-ups, Latin America, Business Strategy

Education
Massachusetts Institute of Technology   2003 — 2011

Instituto Tecnológico y de Estudios Superiores de Monterrey   2008 — 2010

Harvard University   1998 — 2000

John Marrs John Marrs Greater Boston Area Details
John Marrs's State Street Global Advisors Experience 1992 - 2005
Job
Industry Human Resources
Experience
Marrs Associates   February 2012 - Present
Best Doctors  January 2011 - November 2011
Fidelity Investments  May 2005 - April 2010
State Street Global Advisors   1992 - 2005
Pepsi Cola  August 1989 - December 1991
Coltec   1981 - 1989

Skills
Global HR, Human Capital Management, HR Strategy, Talent Management, Deferred Compensation, Performance Management, Employee Relations, Succession Planning, Organizational..., Executive Pay, Employee Benefits, Talent Acquisition, Onboarding, Workforce Planning, Organizational..., Employee Engagement, HRIS, Organizational Design, HR Policies, Benefits Administration, Personnel Management, Compensation & Benefit, Recruiting, Human Resources, Leadership Development, Executive Search

Education
Rensselaer Polytechnic Institute   1983 — 1986
MS

Le Moyne College   1977 — 1981
BS

Modi Mohammad, MFin Modi Mohammad, MFin Toronto, Canada Area Details
Modi Mohammad, MFin's State Street Global Advisors Experience March 2012 - Present
Job Institutional Business Development & Consultant Relations
Industry Financial Services
Experience
State Street Global Advisors   March 2012 - Present
National Investment Banking Competition & Conference  October 2012 - January 2013
RBC Wealth Management  October 2011 - January 2012

Skills
Research, Securities, Financial Reporting, Accounting, Excel, Analysis, Leadership, Time Management, Financial Modeling, Financial Analysis, Equities, Wealth Management, Corporate Finance, Bloomberg, Investment Management, Asset Management, Business Strategy, Finance, Training, Derivatives, Hedge Funds, Accounts Receivable, Business Analysis, Data Analysis, Financial Risk, Alternative Investments, Credit Analysis, Financial Accounting, Trading, Budgets, Equity Research, Microsoft Office, Due Diligence, Economics, Strategic Financial..., Banking, Risk Management, Financial Services, Portfolio Management, Investments, Capital Markets, Accounts Payable, Mutual Funds, Private Equity, Investment Strategies, Fixed Income, Credit, Valuation, Investment Banking, Microsoft Excel

Education
Queen's University   2012 — 2013
Master of Finance (MFin), Finance and Accounting

Ryerson University   2008 — 2010
Bachelor of Commerce (BCom), Finance and Accounting

George Brown College   2006 — 2008
Advanced Diploma, Finance and Financial Management Services

Kristina Burke Kristina Burke Boston, Massachusetts Details
Kristina Burke's State Street Global Advisors Experience May 2011 - March 2013
Job Account Executive at Hill Holliday
Industry Marketing and Advertising
Experience
Hill Holliday  September 2015 - Present
Hill Holliday  October 2014 - Present
Hill Holliday  March 2013 - March 2015
Madewell  November 2011 - April 2013
State Street Global Advisors   May 2011 - March 2013
State Street Global Advisors   September 2010 - May 2011
State Street Global Advisors   January 2010 - September 2010
The Synergy Events  May 2009 - October 2009

Skills
Administrative..., PowerPoint, Event Planning, Outlook, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, Customer Service, Social Networking, Public Relations, Editing, Event Management, Recruiting, Training, Marketing Strategy, Time Management, Advertising, Marketing Communications, Strategic Planning, Leadership, Social Media Marketing, Project Management, Management

Education
University of New Hampshire
B.A., Communication, Business Administration

Griffith University
B.A., Communication

Winchester High School

Christopher M. Flynn Christopher M. Flynn Greater Boston Area Details
Christopher M. Flynn's State Street Global Advisors Experience January 2014 - September 2014
Job Compliance and Operations Leader in Financial Services
Industry Financial Services
Experience
State Street Corporation  April 2015 - Present
State Street Corporation  January 2015 - March 2015
State Street Global Advisors   January 2014 - September 2014
MFS Investment Management  2009 - November 2013
MFS Investment Management  2007 - 2008
MFS Investment Management  2003 - 2006
MFS Investment Management  2000 - 2002
MFS Investment Management  1998 - 1999
MFS Investment Management  1996 - 1997
MFS Investment Management  1993 - 1995

Skills
Series 7, Series 6, Series 24, Series 26, Mutual Funds, Financial Services, Client Services, Risk Management, Leading Diverse Teams, Operations Management, Business Process..., Collaborative Leadership, Regulatory Compliance, CRM, AML, Alternative Investments, Asset Management, Series 63, Strategy, Fixed Income, Insurance, FINRA, Investment Management, Securities, Anti Money Laundering, Equities, Finance, Management, Analysis, Investments, Asset Allocation

Education
Georgetown University - The McDonough School of Business   1985 — 1989
Bachelor of Science, Major: Finance Minor: Philosophy

Alli Morse Alli Morse Boston, Massachusetts Details
Alli Morse's State Street Global Advisors Experience July 2014 - Present
Job Global Cash Business Principal at State Street Global Advisors
Industry Higher Education
Experience
State Street Global Advisors   July 2014 - Present
State Street Global Advisors   May 2013 - July 2014
State Street Global Markets  June 2012 - April 2013
National Life Group  January 2012 - May 2012
University of Vermont  September 2009 - May 2012
Burlington Mayoral Campaign   October 2011 - December 2011

Skills
Series 7, Series 63, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Morningstar Direct, eVestment, Business Objects

Education
University of Vermont   2008 — 2012
Bachelor of Science in Mathematics and Minor in Business Administration, Mathematics, Cum Laude

Kings College London   2011 — 2011
Mathematics and Business

Bedford High School   2004 — 2008

Jennifer Kahane Jennifer Kahane Boston, Massachusetts Details
Jennifer Kahane's State Street Global Advisors Experience July 2011 - June 2013
Job Associate Director, Institutional Sales at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  May 2015 - Present
TripAdvisor  July 2013 - October 2014
State Street Global Advisors   July 2011 - June 2013
Integrated Design Group, Inc.   September 2010 - July 2011

Skills
Salesforce.com, ETFs, Series 63, Mutual Funds, Microsoft Excel, PowerPoint, Series 7, Social Media, Marketing Strategy, Spanish, International Business, Bilingual-Spanish, Microsoft Office, Excel, Salesforce, Adobe Creative Suite, 529 Plans, Wholesale, Cold Calling, Onyx, MyEmma, PeopleSoft, online media, Sales Management, Strategic Planning, Outside Sales, Presenting to Clients, client retention, Manage Client..., Global Business..., E-commerce, Start-ups

Education
University of Vermont   2007 — 2010
Bachelors, Spanish, Marketing

Universidad de Sevilla   2008 — 2008
Spanish Language and Literature

James Madison University   2006 — 2007
Bachelors, International Business, Spanish

Universidad de San José, Nicoya, Costa Rica   2005 — 2005
Spanish Language and Literature

Hingham High School

Paola Moquillaza Bello Paola Moquillaza Bello Montreal, Canada Area Details
Paola Moquillaza Bello's State Street Global Advisors Experience April 2014 - Present
Job Principal, Senior Client Service Manager at State Street Global Advisors
Industry Capital Markets
Experience
State Street Global Advisors   April 2014 - Present
State Street Global Advisors   September 2011 - June 2014
State Street Global Advisors   May 2011 - September 2011
Estudio Sergio Salinas Abogados SCRL   January 2005 - December 2006
Estudio Sergio Salinas Abogados SCRL   August 2003 - January 2005
COFOPRI   April 2002 - December 2002

Skills
Portfolio Management, Equities, Investments

Education
McGill University   2010 — 2011
Graduate Diploma, Finance

Université de Montréal   2009 — 2011
Bachelor, Economics and Finance

HEC Montreal   2008 — 2010
Minor, Finance

Universidad Nacional Mayor de San Marcos   1997 — 2002
Bachelor's Degree, Civil Law

Kevin Colas Kevin Colas Sunnyvale, California Details
Kevin Colas's State Street Global Advisors Experience January 1999 - December 1999
Job Strategy Consulting Engagement Manager
Industry Management Consulting
Experience
Vaxa Inc.   January 2007 - April 2015
GoHealth  April 2013 - April 2014
Lakeland College  June 2010 - June 2012
A2 Gestion Asset Management   January 2004 - December 2005
Credit Agricole CIB  January 2001 - December 2003
Merrill Lynch  February 2000 - December 2000
State Street Global Advisors   January 1999 - December 1999
Rothschild  June 1997 - October 1997
Credit Agricole  June 1996 - October 1996
Cetelem  January 1996 - April 1996

Skills
Equity Research, Portfolio Management, Stock Picking, Trading, Mergers, RFP, Equity Valuation, Asset Management, Equities, Investments, Valuation, Fundamental Research, Hedge Funds, Industry Analysis, Fixed Income, Financial Modeling, Investment Banking, Due Diligence, DCF, Private Equity, Asset, Risk Management, Asset Allocation, Wealth Management, Capital Markets, Investment Strategies, Bonds, Alternative Investments, Business Valuation, Divestitures, Dispositions, Buy-side, Value Investing, Financial Planning, Corporate Finance, RFI, Mutual Funds, Securities, Stocks, Equity Trading, Derivatives, Asset Managment, Mergers & Acquisitions, Strategy, Management Consulting, Competitive Analysis, Financial Analysis, Financial Markets, Finance, Emerging Markets

Education
Hult International Business School   2006 — 2007
Master of Business Administration (M.B.A.), Global Business Administration, GPA 3.5 over 4

Université Paris Dauphine   1999 — 2001
Doctor of Philosophy (Ph.D.), Finance, All but Dissertation

Université Paul Cézanne (Aix-Marseille III)   1997 — 1998
Master's Degree, MPhil in Banking & Finance, 3.6 over 4

CERAM Sophia Antipolis   1995 — 1997
Master's Degree, MS in Management, 3.8 over 4

Université Pierre Mendès-France (Grenoble II)   1991 — 1995
BS & BA, Economics and English (respectively), 3.6 over 4

Carol Rathbun Carol Rathbun Greater Boston Area Details
Carol Rathbun's State Street Global Advisors Experience 1993 - 1996
Job Independent Education Management Professional
Industry Education Management
Experience
Flagship Bank and Trust Company   1996 - 1998
State Street Global Advisors   1993 - 1996
Fleet Bank  1992 - 1994
Bank of New England  1988 - 1993

Education
Gordon College   1984 — 1988
BA Business Administration, Business and Music

Dodd Kittsley Dodd Kittsley New York, New York Details
Dodd Kittsley's State Street Global Advisors Experience 2005 - 2007
Job Head of ETF Strategy & National Accounts at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Bank  May 2014 - Present
BlackRock  May 2012 - May 2014
BlackRock  January 2009 - May 2012
Barclays Global Investors  April 2007 - January 2009
State Street Global Advisors   2005 - 2007
Morgan Stanley  1997 - 2005

Skills
Portfolio Management, Equities, ETFs, Fixed Income, Mutual Funds, Investments, Bloomberg, Strategy, Asset Allocation, Securities, Analytics

Education
University of Houston   1994 — 1996
MS, Sport Psychology

Hamilton College   1990 — 1994
BA, Psychology

Jay Karamourtopoulos Jay Karamourtopoulos Greater Boston Area Details
Jay Karamourtopoulos's State Street Global Advisors Experience July 2014 - May 2015
Job Portfolio Administrator at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management  May 2015 - Present
State Street Global Advisors   July 2014 - May 2015
State Street  December 2012 - July 2014

Skills
Finance, Accounting, Account Reconciliation, Investments, Auditing, Mutual Funds, Microsoft Word, PowerPoint, Microsoft Excel, Equities, Portfolio Management, Bloomberg, Fixed Income

Education
Isenberg School of Management, UMass Amherst   2008 — 2012
Bachelor of Business Administration (BBA), Finance

Siobhan Conlon Siobhan Conlon Greater Boston Area Details
Siobhan Conlon's State Street Global Advisors Experience January 2000 - August 2002
Job Marketing Director at Wellesley Chamber of Commerce
Industry Nonprofit Organization Management
Experience
Wellesley Chamber of Commerce   October 2010 - Present
Attorney  2009 - October 2010
Russell & Associates, LLP   December 2008 - August 2009
McCormick & Maitland   September 2005 - September 2008
United States District  May 2003 - August 2003
State Street Global Advisors   January 2000 - August 2002
State Street Bank & Trust Company  January 1998 - January 2000

Skills
Marketing, Strategic Planning, Management, Marketing Strategy, Social Media

Education
Suffolk University Law School   2002 — 2005
Doctor, Law

Lafayette College   1994 — 1998
Bachelor of Arts, History

Wellesley High School   1990 — 1994

Paul Aiman Paul Aiman Greater New York City Area Details
Paul Aiman's State Street Global Advisors Experience January 2002 - August 2008
Job Fixed Income Technology, Millennium
Industry Investment Banking
Experience
Millennium  July 2015 - Present
Deutsche Bank  August 2013 - Present
Charles River Development  September 2008 - July 2013
State Street Global Advisors   January 2002 - August 2008
Foliage Software Systems  July 2000 - August 2008
Pentafour Software and Exports Ltd   1998 - 2000

Skills
Software Development, Agile Methodologies, Market Data, Software Engineering, Unix, Java Enterprise Edition, Java, Multithreading, Java Concurrency, Object Oriented Design, Software Architectural..., SQL, C#, Testing, Requirements Gathering, SOA, Distributed Systems

Education
Harvard Extension School
Software Engineering

Karnatak University
Bachelor of Engineering (B.E.), Mechanical Engineering

Patricia Hudson Patricia Hudson Greater Boston Area Details
Patricia Hudson's State Street Global Advisors Experience 2004 - 2007
Job Managing Director, Head of Investment Communications at BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon Investment Management  August 2012 - Present
BNY Mellon Asset Management  2010 - Present
Bridgewater Associates  2009 - 2010
Wellington Management  2007 - 2008
State Street Global Advisors   2004 - 2007

Skills
Investment..., Asset Management, Investment Management, Strategic Planning, Investments, Financial Services, Portfolio Management, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Marketing Communications, Marketing Strategy, Equities, Management, Capital Markets, Strategy, Investment Strategies, Bloomberg, Series 7, Securities, Emerging Markets

Education
Harvard University
A.B., European History and German

UC Berkeley
East European Studies

Universität Hamburg / University of Hamburg
DAAD Fellow

Alozie Nwosu Alozie Nwosu Providence, Rhode Island Area Details
Alozie Nwosu's State Street Global Advisors Experience October 1998 - November 2002
Job drupalist web developer open source enthusiast
Industry Internet
Experience
Brown University  April 2011 - Present
Brown University  March 2009 - April 2011
Brown University  October 2007 - March 2009
Eascare Ambulance, LLC   March 2004 - October 2007
State Street Global Advisors   October 1998 - November 2002
International Thomson Publishing  August 1996 - July 1998
Satuit Technologies  1996 - 1996

Skills
Drupal, Web Applications, Web Development, CMS, LAMP, MySQL, PHP, Linux, Git, HTML, JavaScript, CSS, Open Source, System Administration, Technical Training, Agile Methodologies, Research, Subversion, Enterprise Content..., User Experience

Education
Harvard University Graduate School of Education   2004 — 2005
Technology in Education

Harvard University   1991 — 1995
BA, Biological Sciences

Renaissance High School   1988 — 1991

Holly Joy Holly Joy Greater Boston Area Details
Holly Joy's State Street Global Advisors Experience 1997 - 1999
Job Independent Computer Software Professional
Industry Computer Software
Experience
Putnam Investments  1999 - 2001
State Street Global Advisors   1997 - 1999
Putnam Investments  1993 - 1997
Harvard University  1991 - 1993

Education
Harvard University   1990 — 1993
CAS, Software Engineering

Wellesley College   1984 — 1988
BA

Taft   1981 — 1984

Stephen Petrin Stephen Petrin Greater Boston Area Details
Stephen Petrin's State Street Global Advisors Experience 2009 - May 2010
Job Analyst at ITG
Industry Financial Services
Experience
ITG  August 2011 - Present
Investment Technology Group  May 2010 - August 2010
State Street Global Advisors   2009 - May 2010
Steve Lawn Care   May 2005 - October 2009
Investment Technology Group  June 2008 - August 2008

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Customer Service, Microsoft Word, Time Management, Management

Education
Lasell College   2007 — 2011
Bachelors, Entrepreneurship

Steven Riordan, CFA, CIPM Steven Riordan, CFA, CIPM Greater Boston Area Details
Steven Riordan, CFA, CIPM's State Street Global Advisors Experience 1996 - 2001
Job President at Riordan Consulting, LLC
Industry Financial Services
Experience
Riordan Consulting, LLC   October 2006 - Present
Riordan Consulting, LLC   2006 - Present
Investors Bank & Trust  2004 - 2006
SSgA  1998 - 2003
State Street  1994 - 2003
State Street Global Advisors (SSgA)   1996 - 2002
State Street Global Advisors   1996 - 2001

Education
Isenberg School of Management, UMass Amherst   1989 — 1994
BS Finance, Finance

University of Colorado Boulder   1989 — 1992
none, economics

Sophie Mayrand Sophie Mayrand Montreal, Canada Area Details
Sophie Mayrand's State Street Global Advisors Experience August 2010 - September 2013
Job Owner, Investment and Communication SM
Industry Investment Management
Experience
Investment and Communication SM (www.investcomsm.com)   August 2015 - Present
Mercer - Investments  August 2014 - April 2015
State Street Global Advisors   August 2010 - September 2013
State Street Global Advisors   April 2002 - August 2010
State Street Global Advisors   April 1998 - April 2002
BMO Harris Bank  September 1996 - February 1998
BMO Financial Group  January 1995 - September 1996
National Bank of Canada  January 1993 - January 1995

Skills
Portfolio Management, Equities, Bloomberg, Fixed Income, Asset Management, Hedge Funds, Alternative Investments, Investments, Mutual Funds, Derivatives, Investment Strategies, Asset Allocation, Capital Markets, Financial Markets, Securities, Investment Management, Trading, Valuation, Bonds, Wealth Management, Structured Products, Asset Managment, Options, Currency

Education
Université de Sherbrooke   1991 — 1992
Master of Science (MS), Accounting and Finance

Université de Montréal - HEC Montréal   1988 — 1991
Bachelor of Business Administration (BBA), Finance, General

mont-st-louis   1980 — 1985

Stephen Blank Stephen Blank Boston, Massachusetts Details
Stephen Blank's State Street Global Advisors Experience March 2008 - Present
Job Senior Fixed Income Portfolio Analyst at SSgA
Industry Financial Services
Experience
State Street Global Advisors   March 2008 - Present
Loomis, Sayles & Company   February 2006 - January 2007
Mayan Resorts   June 2005 - August 2005
Walt Disney World  June 2002 - January 2003

Skills
Fixed Income, ETFs, Bloomberg Terminal, Portfolio Management, Microsoft Excel, VBA, Macro's, Investments, Mutual Funds, Microsoft Office, Barclays Point, Access, Financial Analysis, Valuation, Financial Reporting, Investment Banking, Portia, Citrix, MS Excel Pivot Tables, HTML5, CSS, Python, jQuery, JavaScript, Smartstream TLM, Cognos, IDC, Bloomberg, Finance, Financial Modeling

Education
General Assembly
Front End Web Development

Penn State University   2001 — 2005
Bachelor of Science, Finance

Universitat d'Alacant
Study Abroad Experience: CIEE: Language in Context, Alicante, Spain

Alex Caton Alex Caton Greater Boston Area Details
Alex Caton's State Street Global Advisors Experience March 2015 - Present
Job Associate at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   March 2015 - Present
Barclays  July 2013 - March 2015
Barclays  July 2012 - July 2013
English Lacrosse   August 2011 - July 2012

Skills
Sports, Excel, Word, PowerPoint, Coaching, Economics, New Business Development, Research, Microsoft Excel

Education
Hobart and William Smith Colleges   2007 — 2011
BA, Economics

McQuaid Jesuit

Seth Ward Seth Ward Greater Boston Area Details
Seth Ward's State Street Global Advisors Experience 1996 - 2006
Job Managing Director at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  August 2006 - Present
State Street Global Advisors   1996 - 2006
Advantage International  1988 - 1993

Skills
Wealth Management, Investments, Private Equity, Investment Advisory, Portfolio Management, Asset Management, Asset Allocation, Equities, Alternative Investments, Hedge Funds, Investment Management, Investment Strategies

Education
Harvard Business School   1986 — 1988
MBA

Yale University   1979 — 1983
BA, Political Science

St. Paul's School   1975 — 1979

Christy House Christy House Greater Boston Area Details
Christy House's State Street Global Advisors Experience January 2014 - Present
Job Senior Client Service Manager
Industry Financial Services
Experience
State Street Global Advisors   January 2014 - Present
Fidelity Charitable  January 2012 - January 2014
Jensen Investment Management  July 2010 - January 2012
Merrill Lynch  2007 - March 2010
Experience.com  2006 - 2007
Hamilton College  2002 - 2006

Skills
Solution Selling, Networking, Series 7, Leadership, Investments, Asset Managment, Mutual Funds, Time Management, Equities, Portfolio Management, Finance, Financial Services, Sales, Asset Allocation, Analysis

Education
Hamilton College   2002 — 2006
BA of Liberal Arts, Cultural Anthropology

Huguette Leboeuf Huguette Leboeuf Montreal, Canada Area Details
Huguette Leboeuf's State Street Global Advisors Experience 1997 - 1998
Job Your virtual assistant is just a click away....
Industry Consumer Services
Experience
VotreAssistante.ca   April 2011 - Present
TEVA Canada  2008 - 2011
Datacom Wireless  2005 - 2007
Topigen Pharmaceutical   2003 - 2004
GPC International  2001 - 2002
Travailleure autonome ( GLLF)   1998 - 2001
State Street Global Advisors   1997 - 1998
State Street Global Advisors   1993 - 1997
Banque Hapoalim (Canada)   1990 - 1993
Pascal inc.   1984 - 1990

Skills
Customer Service, Entrepreneurship, Time Management, Human Resources, Business Planning, Software Documentation, Research, Microsoft Excel, Microsoft Office, Team Leadership, Outlook, Project Management, Team Building, Strategic Planning, Coaching, Social Media, Budgets

Education
Université du Québec   2008 — 2012
Bacc. Es Arts, majeure en communication

Université du Québec   2006 — 2008
Programme de premier cycle en traduction, Language Interpretation and Translation

Université de Montréal - HEC Montréal   1982 — 1984
Certificat en gestion financière, Finance and Financial Management Services

Sébastien Guilbault Sébastien Guilbault Montreal, Canada Area Details
Sébastien Guilbault's State Street Global Advisors Experience August 2003 - February 2010
Job Senior Portfolio Manager Fixed Income at PSP Investments
Industry Financial Services
Experience
PSP Investments  February 2010 - Present
State Street Global Advisors   August 2003 - February 2010
Bank of Canada  August 2000 - June 2003
National Bank of Canada  September 1995 - May 2000
TD Securities  September 1994 - September 1995

Skills
Derivatives, Fixed Income, Portfolio Management, Investments, Bonds, Bloomberg, Asset Management, Trading, Financial Markets, Capital Markets, Economics, Investment Strategies, Asset Allocation

Education
HEC Montréal   1998 — 2000
MSc., Applied Economics

HEC Montréal   1990 — 1993
B.A.A., Applied Economics

Linda Stensgaard Linda Stensgaard Greater Boston Area Details
Linda Stensgaard's State Street Global Advisors Experience 2000 - 2001
Job Connecting Small Business to Big Talent
Industry Staffing and Recruiting
Experience
Supporting Strategies  January 2012 - August 2015
501 Partners   2012 - 2013
Emerson Ecologics  June 2009 - January 2010
Accellent  July 2008 - March 2009
Health Dialog  January 2006 - December 2007
Beth Israel Deaconess Medical Center  July 2002 - June 2005
Tofias   October 2001 - January 2002
State Street Global Advisors   2000 - 2001
King & Bishop  September 1999 - January 2000
Fidelity Investments  August 1990 - September 1999

Skills
Training, Recruiting, Sourcing, Human Resources, Employee Relations, Consulting, Search, Hiring, Management, Organizational..., Performance Management, SDLC, Temporary Placement, Onboarding, Talent Acquisition

Education
Lesley University
BS, Business Management

Sierra Rosen Sierra Rosen Greater Boston Area Details
Sierra Rosen's State Street Global Advisors Experience September 1997 - August 1999
Job Director of Gift Planning, Harvard Business School
Industry Law Practice
Experience
Harvard Business School  August 2015 - Present
Northeastern University  October 2013 - July 2015
Northeastern University  January 2013 - October 2013
Northeastern University  February 2011 - January 2013
Committee for Public Counsel Services  September 2006 - January 2011
Wellesley College  September 1999 - August 2003
State Street Global Advisors   September 1997 - August 1999

Skills
Estate Planning, Legal Research, Litigation, Legal Writing, Non-profits, Criminal Defense, Gift Planning, Legal Advice

Education
D'Amore-McKim School of Business - Northeastern University   2011 — 2014
Candidate Masters in Taxation - Summer 2014, Taxation

Northeastern University School of Law   2003 — 2006
JD

Gordon College

Northeastern University

Michael W Cao, CFA Michael W Cao, CFA Toronto, Canada Area Details
Michael W Cao, CFA's State Street Global Advisors Experience May 2010 - September 2010
Job Quantitative Research Analyst
Industry Investment Management
Experience
Connor, Clark & Lunn Investment Management Ltd.   December 2014 - Present
Connor, Clark & Lunn Investment Management Ltd.   February 2011 - Present
Morgan International  March 2014 - Present
State Street Global Advisors   May 2010 - September 2010
BMO Financial Group  July 2008 - September 2008

Education
University of Waterloo   2009 — 2010
Master of Quantitative Finance (MQF)

Imperial College London   2006 — 2009
Honours BSc

The High School Affiliated To Renmin University of China (RDFZ)   2003 — 2006

Nick Vignone ☁ Nick Vignone ☁ Greater Boston Area Details
Nick Vignone ☁'s State Street Global Advisors Experience June 2008 - August 2010
Job PeopleSoft & Workday Recruiter with ALKU Technologies
Industry Information Technology and Services
Experience
ALKU Technologies a Division of the Start Group   June 2011 - Present
ALKU Quality a Division of the Start Group   October 2012 - May 2013
State Street Global Advisors   June 2008 - August 2010

Skills
Technical Recruiting, PeopleSoft, SAP, ERP, Business Analysis, Management, Project Management, Requirements Analysis, Closing Candidates, Closing Abilities, Trapping, Twitter, Bird Watching, Closing Business, Deal Closure, Open Networker, Staffing Services, Staff Augmentation, Business Process, Permanent Placement, SDLC, Business Intelligence, CRM, Sourcing, Cold Calling, Vendor Management, Workday

Education
Isenberg School of Management, UMass Amherst   2007 — 2011

University of Massachusetts-Amherst, Isenberg School of Management May 2011   2007 — 2011
B.S, Resource Economics- Managerial Economics

Franklin High School

Bo Zhou Bo Zhou Greater New York City Area Details
Bo Zhou's State Street Global Advisors Experience June 2005 - August 2005
Job General Business Manager of Great China Area (Mainland China, Hong Kong and Taiwan) at Bloomberg LP
Industry Internet
Experience
Bloomberg LP  May 2014 - Present
www.TheChineseLink.com   September 2010 - Present
Bloomberg LP  March 2011 - May 2014
Boson Investments   August 2009 - March 2011
BNP Paribas  2007 - August 2009
Deutsche Bank - New York  2006 - 2007
State Street  2005 - 2006
State Street Global Advisors   June 2005 - August 2005

Skills
Trading, Derivatives, Management, Data Analysis, Equities, Portfolio Management, Start-ups, Credit, Sales, Valuation, Financial Modeling, Forecasting, Market Making, Entrepreneurship, Fixed Income, Trading Strategies, Strategy, Quantitative Analytics, Structured Products, FX Options, Hedging, Financial Markets, Bonds, Macroeconomics, VAR, Hedge Funds, Swaps, Social Networking, Economics, Securities, Financial Risk, Interest Rate..., Pricing, Monte Carlo Simulation, Credit Derivatives, Venture Capital, Analysis, Investment Strategies, Proprietary Trading, Investments, Finance, Financial Services

Education
Massachusetts Institute of Technology   2001 — 2006
PhD

Fudan University   1997 — 2001
BS

Massachusetts Institute of Technology - Sloan School of Management

Catherine Reilly Catherine Reilly Cambridge, Massachusetts Details
Catherine Reilly's State Street Global Advisors Experience August 2015 - Present
Job Vice President, Defined Contribution at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   August 2015 - Present
OP Group   August 2007 - May 2015
Pohjola   August 2002 - August 2007
Conventum Securities   November 1999 - August 2002
ETLA   1996 - November 1999
McKinsey & Company  1995 - 1996

Skills
CFA, Asset Allocation, Pensions, Defined Contribution, Policy Analysis, Public Policy, Behavioral Economics, Strategy, Financial Markets, Strategic Planning, Equities, Economics, Research, Capital Markets, Fixed Income, Corporate Finance, Valuation

Education
Harvard University Kennedy School of Government   2013 — 2015
Master in Public Administration

CFA Institute
Chartered Financial Analyst

Helsinki School of Economics   1991 — 1995
Master of Science (MS), Economics and Finance, Ranked among top 1.5 percent of class

Francisco Alonso Francisco Alonso Boston, Massachusetts Details
Francisco Alonso's State Street Global Advisors Experience 2015 - Present
Job Vice President CCAR, Market Stress
Industry Investment Management
Experience
State Street Global Advisors   2015 - Present
Oliver Wyman  2012 - 2014
MIT  2010 - 2012
Central Bank of Mexico   2006 - 2009
Instituto Tecnológico Autónomo de México   2005 - 2007

Skills
Matlab, System Dynamics, R, Simulations, Entrepreneurship, Operations Research, Energy Policy, Mathematical Modeling, Data Analysis, Statistics, LaTeX, Machine Learning, Optimization, Quantitative Analytics, Statistical Modeling, Research

Education
Massachusetts Institute of Technology
Master of science, Technology and Policy

Instituto Tecnológico Autónomo de México
Diploma, Business Intelligence

Instituto Tecnológico Autónomo de México
Bachelor's Degree, Applied Mathematics

Instituto Tecnológico Autónomo de México
Bachelor's Degree, Telecommunications Engineering

Cyril Costa Cyril Costa Greater Boston Area Details
Cyril Costa's State Street Global Advisors Experience December 2013 - Present
Job RKS Support Team, Manager at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   December 2013 - Present
State Street Global Advisors   March 2011 - November 2013
State Street Global Advisors   March 2010 - March 2011
State Street Global Advisors   September 2007 - March 2010
LCL  January 2006 - September 2006
Acofi Gestion   September 2004 - September 2005

Skills
Portfolio Management, RKS, Business Analysis, Problem Solving, Project Management, Access, Financial Services, Smartstream TLM, Microsoft Excel, Accounting, Microsoft Office, SWIFT messaging, Team Management

Education
Ecole de Management de Marseille   2000 — 2005
Master of Business Administration (MBA), Finance

Alex Emond Alex Emond Greater Boston Area Details
Alex Emond's State Street Global Advisors Experience 1990 - 1994
Job Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  January 2013 - Present
TIAA-CREF  August 2011 - Present
John Hancock Life Insurance Company (U.S.A.)   April 2011 - August 2011
SunGard Consulting Services  January 2010 - April 2011
SunGard Omni  April 1998 - January 2010
MetLife Insurance Company  2000 - 2007
State Street Global Advisors   1990 - 1994

Skills
OmniScripter, OmniVBA, Workflow Design, Business Analysis, PMP, MS Project, Product Management, Documentation, Process Improvement, SDLC, Requirements Analysis, Change Management, Program Management, Software Documentation, Software Project..., IT Strategy, Management, Financial Services, Requirements Gathering, Software Development, Vendor Management, Strategy, Business Requirements, PMO, Project Portfolio..., Business Process..., Business Process, Analysis, Integration, Business Intelligence, Risk Management

Education
University of Massachusetts at Amherst - Isenberg School of Management   2009 — 2010
Doctoral Research, Organizational Behavior, Strategy

Isenberg School of Management, UMass Amherst   2009 — 2009
MBA, Business

University of Massachusetts Boston   1991 — 2008
Bachelors, Economics, History

Harvard University   1993 — 1995
History

Timothy Keating Timothy Keating Greater Boston Area Details
Timothy Keating's State Street Global Advisors Experience 2012 - 2014
Job Operations Data Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management  2015 - Present
State Street Global Advisors   2012 - 2014
eSecLending  2010 - 2012
eSecLending  2008 - 2010
eSecLending  2006 - 2008
BBH  2005 - 2005

Skills
Securities Lending, Fixed Income, Collateral Management, Securities, Settlement, Analytics, Autosys, Data Analysis, Systems Analysis, Account Reconciliation, Trading, Derivatives

Education
Haverford College   2000 — 2005
Bachelor of Arts (B.A.), Economics

Alexander Onik Alexander Onik Greater Boston Area Details
Alexander Onik's State Street Global Advisors Experience 1996 - 1997
Job Head of Products, ScienceGL
Industry Computer Software
Experience
ScienceGL, Inc.   2006 - Present
VMware  2011 - 2011
Microsoft  2004 - 2006
Getronics  2002 - 2003
Technology and Finance   1997 - 2002
State Street Global Advisors   1996 - 1997

Skills
Product Development, Product Management, Data Visualization, Strategic Partnerships, Software Engineering, Virtualization, Distributed Systems, Parallel Computing, Scientific Visualization, Large Scale Systems, Technology..., Cloud Computing, Predictive Analytics, Entrepreneurship, Business Development, Enterprise Software, Big Data, Agile Methodologies, Financial Modeling, Leadership, Start-ups, Integration, Technology Evangelist, Architecture, Business Alliances, Mobile Applications, Go-to-market Strategy, Strategic Alliances, Mobile Devices, SaaS, Architectures

Education
Massachusetts Institute of Technology - Sloan School of Management
MBA, Innovation, Strategy, Analytics

Harvard University
Master's degree, Software Engineering

Rhode Island College
Bachelor of Science (BS), Computer Science

Mimi Locke Mimi Locke Greater Boston Area Details
Mimi Locke's State Street Global Advisors Experience 1997 - 2001
Job Financial advisor to individuals and nonprofits, specializing in international markets | Global Emerging Markets | RIA
Industry Investment Management
Experience
Lokida Capital Investment Advisors LLC   2012 - Present
Cambridge Center for Adult Education  2014 - Present
Locke Investment Advisory   2004 - 2009
State Street Global Advisors   1997 - 2001
State Street Global Advisors   1997 - 2001
Tucker Anthony, Inc  1982 - 1997

Skills
Emerging Markets, Frontier Markets, Portfolio Management, Risk Management, Wealth Management..., Retirement Planning, ETFs, Derivatives, Personal Finance, Financial Education, Bonds, Options, Mutual Funds, Asset Allocation

Education
Harvard University - Extension School
Certificate in Management and Administration

Loyola University New Orleans
BBA, Finance

Rachael Carey Rachael Carey Medfield, Massachusetts Details
Rachael Carey's State Street Global Advisors Experience November 2006 - March 2008
Job Sr Client Service Associate at Eaton Vance
Industry Investment Management
Experience
Eaton Vance  March 2008 - Present
State Street Global Advisors   November 2006 - March 2008
State Street  October 2005 - November 2006

Skills
Mutual Funds, Fixed Income, Equities, Bloomberg, Series 7, Series 63, Client Services, Alternative Investments

Education
James Madison University - College of Business   2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General

Arnold Boecklin Arnold Boecklin Old Orchard Beach, Maine Details
Arnold Boecklin's State Street Global Advisors Experience 1993 - 1997
Job Senior Interviewer at Anova Consulting Group
Industry Market Research
Experience
Anova Consulting Group  December 2011 - Present
STW Fixed Income Management  1998 - 2003
State Street Global Advisors   1993 - 1997
William M. Mercer Asset Planning, Inc.   1991 - 1993
Connecticut National Bank  1984 - 1991
Aetna  1964 - 1984

Education
Hanover College
Bachelor of Arts (B.A.), Business Administration and Management, General

Brijesh Goel, CFA Brijesh Goel, CFA New York, New York Details
Brijesh Goel, CFA's State Street Global Advisors Experience October 2012 - January 2013
Job Investment Banking Structured Finance
Industry Investment Banking
Experience
Goldman Sachs  April 2013 - Present
State Street Global Advisors   October 2012 - January 2013
Deutsche Bank Group  February 2009 - March 2012
HSBC  February 2008 - January 2009

Skills
Bloomberg

Education
Haas School of Business, UC Berkeley   2012 — 2013
Master's Degree, Finance (Valuation, DCF, Fundamental analysis, Investment Banking)

Indian Institute of Technology, Roorkee   2003 — 2007
B.Tech, Mechanical Engineering

CFA Institute
CFA, Finance, investments

GARP
FRM, Risk Management

Juan Carlos Morales Juan Carlos Morales Boston, Massachusetts Details
Juan Carlos Morales's State Street Global Advisors Experience May 2011 - March 2013
Job Global CFO TIAA Asset Management
Industry Financial Services
Experience
TIAA-CREF  January 2014 - Present
State Street Global Advisors   May 2011 - March 2013
BNY Mellon  2005 - 2011

Skills
Finance, Asset Management, Strategy, Managerial Finance, Financial Services, Financial Analysis, Accounting, Financial Advisory, Financial Modeling, Forecasting, Internal Controls, Investment Management, Investments, Leadership, Management, Strategic Planning, Mergers & Acquisitions, Risk Management

Education
University of Massachusetts at Amherst - Isenberg School of Management   1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Mark Rinaldi Mark Rinaldi Greater Boston Area Details
Mark Rinaldi's State Street Global Advisors Experience June 2009 - February 2011
Job Contract Specialist at US General Services Administration
Industry Financial Services
Experience
US General Services Administration  October 2013 - Present
Harvard University Club Hockey   May 2009 - Present
US Army Contracting Command  July 2010 - October 2013
State Street Global Advisors   June 2009 - February 2011

Skills
Social Media, Microsoft Office, Negotiation, Leadership, Management, Statistical Modeling, Corporate Governance, Team Management, Proposal Writing, Event Management, Business Advisory, Contract Management, Business Planning, Business Plan Evaluation

Education
Harvard University   2006 — 2010
Honors Artium Baccalaureatus (A.B.), Economics and Mathematical Sciences, 3.53/4.00

Lacey Herchek Lacey Herchek Washington, District Of Columbia Details
Lacey Herchek's State Street Global Advisors Experience June 2009 - August 2010
Job Field Marketing Manager at HelloWallet
Industry Computer Software
Experience
HelloWallet (Morningstar)   April 2013 - Present
Mercer  July 2011 - April 2013
Cassidy Turley  September 2010 - December 2010
State Street Global Advisors   June 2009 - August 2010

Skills
Employee Benefits, Strategy, Competitive Analysis, Project Management, Market Research, Entrepreneurship, Healthcare, Personnel Management, Human Resources, Marketing, Marketing Automation, Marketing Strategy, Content Marketing, Event Based Marketing, Business Development, Social Media, Microsoft Excel, Management, Research, Lead Generation

Education
Georgetown University   2008 — 2011
Bachelor of Arts, Psychology, Economics

Concord Carlisle High School

UNSW Australia
Psychology, Economics

Sean O'Malley Sean O'Malley Boston, Massachusetts Details
Sean O'Malley's State Street Global Advisors Experience November 2013 - Present
Job Senior Vice President & Deputy General Counsel at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   November 2013 - Present
White & Case  March 2010 - October 2013
Goodwin Procter LLP  May 2007 - March 2010
Schulte Roth & Zabel LLP  May 2005 - April 2007
US Securities and Exchange Commission  January 1999 - May 2005

Skills
Mergers & Acquisitions, Securities, Private Equity, Financial Services, Hedge Funds, Legal Writing, Investment Management, Investments, Securities Regulation, Prime Brokerage, Corporate Governance, Corporate Law, Litigation, Joint Ventures, Mutual Funds

Education
Georgetown University Law Center
L.L.M., Securities and Financial Regulation

Pepperdine University School of Law
J.D.

University of North Carolina at Chapel Hill
B.A., Political Science

Greg Niland Greg Niland Greater Boston Area Details
Greg Niland's State Street Global Advisors Experience January 2009 - August 2009
Job Global Supply Chain Planning Analyst
Industry Information Technology and Services
Experience
Hasbro  December 2014 - Present
Reebok  February 2014 - December 2014
Arena Football League  January 2012 - October 2013
Hanson Insurance Agency, Inc.   September 2011 - January 2012
National Football League  July 2011 - August 2011
State Street Global Advisors   January 2009 - August 2009
Northeastern University  April 2008 - August 2008

Skills
Computer Proficiency, Windows XP/7, Microsoft Office, Microsoft Excel, Microsoft Word, BMC Remedy, Team-oriented, PowerPoint, Microsoft Publisher, Communication, Microsoft Office 2007, Outlook, Outlook Express, Final Cut Pro, Teamwork, Search Engine..., Social Media Marketing, Time Management, Microsoft FrontPage 2003, Sports, Databases, Interviews

Education
Northeastern University   2006 — 2011
Bachelor of Science (B.S.), Business Administration

University of Massachusetts at Amherst - Isenberg School of Management   2010 — 2010
Isenberg School of Management

Coyle and Cassidy High School   2002 — 2006
High School Diploma

Scott Powers Scott Powers Greater Boston Area Details
Scott Powers's State Street Global Advisors Experience May 2008 - Present
Job Retired President & CEO at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   May 2008 - Present
Old Mutual Asset Management  2001 - 2008
The Boston Company Asset Management/Mellon Institutional Asset Management   1988 - 2001

Skills
Asset Managment, Hedge Funds, Portfolio Management, Financial Analysis, Alternative Investments, Equities, Investments, Capital Markets, Fixed Income, Securities, Investment Strategies, Asset Management, Mutual Funds, Corporate Development, Investment Management, Asset Allocation, Financial Modeling, Strategic Planning, Business Strategy, Wealth Management, Bloomberg

Education
Harvard University   1978 — 1982
A.B., Economics

St. Paul's School   1975 — 1978

David Smith, CFA David Smith, CFA Greater Atlanta Area Details
David Smith, CFA's State Street Global Advisors Experience 2004 - March 2013
Job Vice President, Blackrock iShares
Industry Financial Services
Experience
BlackRock  March 2013 - Present
State Street Global Advisors   2004 - March 2013
Putnam Investments  April 2000 - April 2004

Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Hedge Funds, Insurance, Investments, Mutual Funds, Series 63, Series 7

Education
Isenberg School of Management, UMass Amherst   1994 — 1998

University of Massachusetts, Amherst   1994 — 1998

Michael Martin Kehoe Michael Martin Kehoe Toronto, Canada Area Details
Michael Martin Kehoe's State Street Global Advisors Experience October 2007 - November 2008
Job Investment Finance at Ontario Teachers' Pension Plan
Industry Accounting
Experience
Ontario Teachers' Pension Plan  May 2010 - Present
Intercon Security  January 2009 - May 2010
State Street Global Advisors   October 2007 - November 2008
OMERS  September 2003 - September 2007
OMERS  August 2000 - September 2003
Bank of Montreal  August 1998 - August 2000
Deloitte & Touche  September 1987 - January 1999
Deloitte & Touche Canada  September 1989 - August 1997
CIBC  September 1994 - September 1995

Skills
Accounting, Due Diligence, Essbase, Financial Reporting, Internal Controls, Investments, SOX, Pensions, Tax, Financial Accounting, Financial Modeling, Financial Analysis, Risk Management, IFRS, Corporate Governance, Corporate Finance, Compliance, Asset Management, Budgeting, Forecasting, Portfolio Management, Derivatives, Financial Management, Analysis, Auditing, GAAP, Financial Control, Mergers, Asset Managment, Managerial Finance, Business Process..., Internal Audit, Management Consulting, Mergers & Acquisitions, Process Improvement, US GAAP, Financial Services, Strategy, Sarbanes-Oxley Act

Education
Chartered Financial Analyst (CFA)
CFA

Institute of Chartered Accountants (CA Designation)
CA

University of Windsor   1985 — 1987
BComm, Finance

The University of Western Ontario - King's University College   1982 — 1985
Bachelor's degree, Finance and Financial Management Services

Michael Power High School   1977 — 1982

Rachel Stoloff Rachel Stoloff Greater Boston Area Details
Rachel Stoloff's State Street Global Advisors Experience August 2013 - Present
Job Principal, Portfolio Management Support/Currency Operations at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   August 2013 - Present
State Street Global Advisors   July 2008 - August 2013
Harvard Management Company  October 2006 - June 2008
State Street Bank  August 2003 - September 2006

Education
Isenberg School of Management, UMass Amherst   1998 — 2002
BBA, Management

Paul Ananth Paul Ananth Greater Boston Area Details
Paul Ananth's State Street Global Advisors Experience 2004 - Present
Job
Industry Financial Services
Experience
State Street Global Advisors   2004 - Present

Skills
Sybase, XML, Perl, Data Warehousing, Data Modeling, CRM, Business Analysis, Architecture, Trading Systems, Enterprise Architecture, Agile Methodologies, Management, Asset Allocation, Financial Services, Fixed Income, Equities, Data Aggregation, Business Intelligence, Data Management, Oracle, Derivatives, Activity Based Costing, Portfolio Management, Reporting & Analysis, Big Data, Flume, Hadoop, Oozie, Avro, HDFS, Apache Pig, Neo4j, Apache™ Storm, Apache Kafka, PL/SQL, Matlab, R, Predictive Analytics, Hive, HBase, Cassandra, Scrum, Information Security, Qualitative Research, BDD, Test Driven Development, SDLC, Software Development

Education
Madurai Kamaraj University   1985 — 1989
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering

The Indian Engineering College   1985 — 1989
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering

Harvard Extension School
Big Data Analytics

Dan Dempsey Dan Dempsey Norwell, Massachusetts Details
Dan Dempsey's State Street Global Advisors Experience June 2012 - August 2012
Job Business Development Rep (Managed Services, ERP, Database, Exchange and SharePoint)
Industry Computer Software
Experience
TriCore Solutions  January 2014 - Present
LVI Boston  October 2013 - January 2014
State Street Global Advisors   June 2012 - August 2012
NewFields  May 2010 - September 2011
Senna Painting   March 2008 - April 2010

Skills
Microsoft Excel, Research, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Environmental Awareness, Sustainability, Marketing, SPSS, Fundraising, Sales, Account Management, Leadership

Education
UMass Dartmouth   2010 — 2013
Bachelor of Science (BS), Marketing, Senior

Lebanon Valley College   2009 — 2010
Business/Commerce, General

Rick Iorio Rick Iorio Greater Boston Area Details
Rick Iorio's State Street Global Advisors Experience June 2012 - Present
Job Principal (AVP), Global Product & Marketing at SSgA, Fund Services
Industry Financial Services
Experience
State Street Global Advisors   June 2012 - Present
FundQuest (Acquired by Envestnet, Inc. December 2011)   January 2008 - December 2011
FundQuest  January 2007 - December 2008
FundQuest  January 2001 - December 2006
BFDS  1995 - 2000

Skills
SLA, Mutual Funds, Asset Management, Due Diligence, Customer Relations, Managed Accounts, Product Management, Asset Allocation, Financial Services, Relationship Management, Vendor Management, Separately Managed..., Investment Management, Investments, ETFs, Securities, Equities, Back Office, Managing Accounts, Asset Managment, Sla, Customer Service, Management, CRM, Wealth Management, Marketing, Strategic Planning, Leadership, Alternative Investments, Finance, Trading, Bloomberg, Fixed Income

Education
Georgetown University   1990 — 1994
BSBA, Business Administration

Seton Hall Prep   1986 — 1990

Jesse Filipi Jesse Filipi Houston, Texas Details
Jesse Filipi's State Street Global Advisors Experience June 2007 - June 2010
Job Reservoir Engineer at Marathon Oil Corporation
Industry Oil & Energy
Experience
Marathon Oil Corporation  August 2015 - Present
Marathon Oil Corporation  April 2014 - August 2015
Marathon Oil Corporation  July 2012 - April 2014
Marathon Oil Corporation  April 2011 - June 2012
State Street Global Advisors   June 2007 - June 2010
College of Nanoscale Science and Engineering of the University at Albany  May 2006 - December 2006
McGill University  2003 - 2004

Skills
Energy, Materials Science, Engineering, Program Management, Petroleum, Analysis, Six Sigma, Process Improvement, Materials, Energy Industry, Data Analysis, Strategic Planning, Oil & Gas Industry, Testing, Process Engineering, Management, Competitive Analysis, Oil & Gas

Education
Rice University - Jesse H. Jones Graduate School of Management   2010 — 2012
Master of Business Administration (MBA)

Rice University   2010 — 2012
MMS, Materials Science

McGill University   2001 — 2007
B.Eng, Materials Engineering

Don Goonetilleke Don Goonetilleke San Francisco Bay Area Details
Don Goonetilleke's State Street Global Advisors Experience November 2011 - January 2012
Job Jr Trader at Cutler Group LP
Industry Investment Management
Experience
Cutler Group LP  June 2012 - Present
State Street Global Advisors   November 2011 - January 2012
MacQuarrie & Associates INC   March 2008 - August 2010

Skills
Derivatives, Quantitative Finance, Options Market Making

Education
UNIVERSITY OF CALIFORNIA at BERKELEY, Haas School of Business   2011 — 2012
Master, Financial Engineering

University of California, Santa Barbara   2005 — 2007
Bachelors, Mathematical Sciences 2007

Fullerton College   2003 — 2005
Associates, Mathematics

Stan Wasilauski Stan Wasilauski Greater Boston Area Details
Stan Wasilauski's State Street Global Advisors Experience August 2010 - Present
Job
Industry Investment Management
Experience
State Street Global Advisors   August 2010 - Present
Pioneer Investments  January 2008 - August 2010
State Street Corporation  February 1992 - 2008
Computer Sciences Corporation  1985 - 1992

Skills
Financial Services, Asset Managment, Asset Management, Equities, Hedge Funds, Fixed Income, Portfolio Management, Derivatives, Business Strategy, Trading Systems, Process Improvement, Investments, Mutual Funds, Capital Markets, Business Analysis, IT Strategy, Vendor Management, Risk Management, Bloomberg, SDLC, Securities

Education
Isenberg School of Management, UMass Amherst   1983 — 1985
MBA

Massachusetts College of Liberal Arts   1979 — 1983
B.S.

Adel Daghmouri Adel Daghmouri Greater Boston Area Details
Adel Daghmouri's State Street Global Advisors Experience March 2008 - Present
Job Senior Quantitative Portfolio Manager Global Equities
Industry Investment Management
Experience
State Street Global Advisors   March 2008 - Present
State Street Global Advisors Canada   November 1998 - March 2008
Caisse de depot et placement du Quebec  1997 - 1998

Skills
Equities, Portfolio Management, Asset Managment, Quantitative Research, Portfolio Optimization, Bloomberg, Investments, Investment Strategies, Capital Markets, Mutual Funds, Financial Markets, Quantitative Finance, Equity Research, Asset Management, Investment Management

Education
Université de Montréal - HEC Montréal   1994 — 1997
MSc, Finance

Université Laval   1990 — 1994

Lycee Secondaire Menzah VI

Peter Pustizzi Peter Pustizzi Greater Boston Area Details
Peter Pustizzi's State Street Global Advisors Experience May 1987 - Present
Job Assitant Vice President
Industry Information Technology and Services
Experience
State Street Global Advisors   May 1987 - Present
state street  1987 - Present

Skills
Risk Management, Technical Support, Process Improvement, Information Technology, Management, Blackberry, Service Delivery, SCCM

Education
Northeastern University   1989 — 1991
Associates, Accounting

Keene State College   1983 — 1987
BS, Management, Computer Science

Tim Gould Tim Gould Greater Boston Area Details
Tim Gould's State Street Global Advisors Experience June 2012 - Present
Job Client Advocacy Analyst at State Street
Industry Financial Services
Experience
State Street Global Advisors   June 2012 - Present
State Street Global Advisors   April 2008 - July 2012
State Street Corporation  August 2003 - April 2008

Skills
Bloomberg, Fixed Income, Business Analysis, Securities Lending, Bloomberg Terminal, Microsoft Excel, Mutual Funds, Analysis, Account Reconciliation, Management, Accounting, Asset Management

Education
University of Massachusetts, Amherst   1997 — 1999
BA, Journalism

Gettysburg College   1995 — 1997

Governor Dummer Academy   1992 — 1995

Ambika D'Souza PMP, CIPM Ambika D'Souza PMP, CIPM Greater Boston Area Details
Ambika D'Souza PMP, CIPM's State Street Global Advisors Experience March 2004 - Present
Job Experienced Senior Analytics Manager & Project Manager
Industry Investment Management
Experience
State Street Global Advisors   March 2004 - Present
Lucent Asset Management   August 2001 - March 2004
WestLB Asset Management (WestAM)   February 1998 - January 2001

Skills
Performance Measurement, Analytics, Certified Project..., GIPS, CIPM, Business Transformation, Operations Optimization, Equities, Fixed Income, Alternative Investments

Education
Imperial College London
BEng Hons

University of Warwick - Warwick Business School
MSc

Craig R. Oliver, CFA Craig R. Oliver, CFA Boston, Massachusetts Details
Craig R. Oliver, CFA's State Street Global Advisors Experience May 1998 - August 2000
Job Investment Management Putnam Investments
Industry Investment Management
Experience
Putnam Investments  2006 - Present
Putnam Investments  August 2000 - Present
State Street Global Advisors   May 1998 - August 2000
Marriott International  December 1995 - May 1998

Skills
Fixed Income, Investments, Asset Managment, Portfolio Management, Equities, Bonds, Hedge Funds, Mutual Funds, Alternative Investments, Series 7, Bloomberg, Equity Research, Asset Allocation, Capital Markets, Valuation, Investment Strategies, Investment Banking, Credit, Investment Management, Securities, Asset Management, Series 63, Risk Management, Finance, Derivatives, Fixed Income Analysis, Structured Products, Equity Valuation, Financial Markets, Emerging Markets, Trading, Financial Modeling, Options, Structured Finance, Equity Derivatives, Private Equity, Equity Trading, Financial Services, Wealth Management, Investment Advisory, FX Options

Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance

University of Massachusetts at Amherst - Isenberg School of Management
Bachelor's Degree, Marketing

Jennifer Callahan Kern Jennifer Callahan Kern San Francisco Bay Area Details
Jennifer Callahan Kern's State Street Global Advisors Experience July 1998 - September 2002
Job Institutional Marketing / Client Service at Artisan Partners
Industry Financial Services
Experience
Artisan Partners  February 2012 - Present
ChinaRock Capital   May 2009 - August 2011
Pantera Capital  October 2007 - May 2009
Mellon Capital Management  November 2005 - October 2007
RCM  April 2003 - October 2005
Epylon  2002 - 2003
State Street Global Advisors   July 1998 - September 2002

Skills
Asset Management, Asset Allocation, Asset Managment, Mutual Funds, Equities, Investor Relations, Hedge Funds

Education
Lehigh University   1993 — 1997

Lehigh University - College of Business and Economics   1993 — 1997

The University of Queensland   1996 — 1996
Commerce, Commerce

Choate Rosemary Hall   1990 — 1993

Jim McAllister Jim McAllister Greater Boston Area Details
Jim McAllister's State Street Global Advisors Experience 1998 - 2001
Job Director, Equity Research at Commonwealth Financial Network
Industry Investment Management
Experience
Commonwealth Financial Network  September 2014 - Present
Commonwealth Financial Network  October 2012 - Present
Commonwealth Financial Network  September 2008 - October 2012
Loomis Sayles & Co  May 2001 - June 2008
State Street Global Advisors   1998 - 2001

Skills
Equity Research, Investment Management, Alternative Investments, Valuation, Investment Research, Chartered Financial..., Equities, Investment Strategies, Retirement Planning, Asset Allocation, Financial Modeling, Mutual Funds, Bloomberg, Investments, Hedge Funds, Investment Advisory, Factset

Education
Lehigh University   1990 — 1994
BS, Finance

Lehigh University - College of Business and Economics   1990 — 1994
BS, Finance

Mike Cahill, CIMA® Mike Cahill, CIMA® Greater Boston Area Details
Mike Cahill, CIMA®'s State Street Global Advisors Experience February 2014 - Present
Job Head of US Intermediary Sales Operations at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   February 2014 - Present
State Street Global Advisors   November 2007 - February 2014
State Street Global Advisors   October 2005 - November 2007

Skills
Asset Allocation, Mutual Funds, Investments, Series 7, Wealth Management, ETFs, Separately Managed..., Equity Research, Valuation, Options, Finance, Trading, Portfolio Management, Alternative Investments, Financial Advisory, Equities, Series 63

Education
Gordon College   2001 — 2005
Finance, Economics, Business Administration

Christian Warner Christian Warner Greater Boston Area Details
Christian Warner's State Street Global Advisors Experience June 2006 - August 2006
Job Financial Services
Industry Banking
Experience
J.P. Morgan   June 2011 - May 2013
J.P. Morgan   January 2008 - June 2011
State Street Global Advisors   June 2006 - August 2006

Skills
Capital Markets, Wealth Management, Private Banking, Mutual Funds, Private Equity, Financial Analysis

Education
Stanford University   2007 — 2007
Summer institute for General Management

Hamilton College   2003 — 2007
Bachelor of Arts (B.A.), Economics, Art History

Thayer Academy   1999 — 2003

Devin Sullivan Devin Sullivan Greater Boston Area Details
Devin Sullivan's State Street Global Advisors Experience 1998 - 2000
Job Director, Institutional Services at Intercontinental Real Estate Corporation
Industry Investment Management
Experience
Intercontinental Real Estate Corporation  June 2002 - Present
State Street Global Advisors   1998 - 2000
Brown Brothers Harriman  1996 - 1998

Skills
Alternative Investments, Asset Management, Hedge Funds, Trading, Due Diligence, Real Estate, Investments, Asset Managment, Private Equity, Equities

Education
Hamilton College   1992 — 1996
BA, Government

The Governor's Academy   1990 — 1992

Christian Brothers Academy   1987 — 1990

Ivka Kalus-Bystricky Ivka Kalus-Bystricky Greater Boston Area Details
Ivka Kalus-Bystricky's State Street Global Advisors Experience AnalystPutnam Investments1998 - 2000
Job Senior Portfolio Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   AnalystPutnam Investments1998 - 2000

Education
INSEAD   1997 — 1997

Mark Sack, CIM Mark Sack, CIM Toronto, Canada Area Details
Mark Sack, CIM's State Street Global Advisors Experience July 2010 - April 2014
Job Client Advisor, VicePresident at J.P.Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan   April 2014 - Present
State Street Global Advisors   July 2010 - April 2014
Independent Consulting  January 2008 - July 2010
Tremont Capital Management  April 2005 - January 2008
Maple Bank GmbH   May 2003 - April 2005
Fidelity Investments  January 2001 - May 2003
Strategic Value Asset Management   April 1999 - January 2001
Educational & Healthcare Organizations (eg. University of Toronto)   June 1984 - April 1999

Education
University of Pennsylvania - The Wharton School   2001 — 2002
Executive Education

Harvard Business School   1988 — 1990
Executive Education

University of Toronto   1983 — 1984
Post Graduate Medical Research

University of Toronto   1980 — 1984
Honors BSc

Canadian Securities Institute
Chartered Investment Manager CIM

York Mills

Collin Crownover Collin Crownover Greater Boston Area Details
Collin Crownover's State Street Global Advisors Experience October 2006 - Present
Job Head of Currency Management and FICC Research at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   October 2006 - Present
Citigroup  December 2003 - October 2006
Putnam Investments  October 2000 - November 2003
Barclays Global Investors  May 1996 - October 2000

Skills
Foreign Exchange..., Investment Strategies, Currency, Derivatives, Portfolio Management, Global Macro, Asset Allocation, Portfolio Optimization, Emerging Markets, Foreign Exchange, Commodity, Investment Banking, Macroeconomics, Economics, Options, Bonds, Quantitative Analytics, Hedging

Education
University of California, Santa Barbara   1991 — 1995
MA, PhD

Graceland University   1987 — 1991
BA

Huntington Beach High School   1983 — 1987
High School Diploma

Jaysmika Patel Jaysmika Patel Greater Boston Area Details
Jaysmika Patel's State Street Global Advisors Experience December 2012 - Present
Job SSgA Principal at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   December 2012 - Present
State Street Corporation  August 2012 - January 2013
State Street Global Advisors   November 2005 - July 2012
JSMN International Inc  2005 - 2008
SVIT   1998 - 2002

Skills
SDLC, Requirements Gathering, User Acceptance Testing, Business Analysis, Requirements Analysis, Analysis, Business Requirements, Data Warehousing, Quality Assurance, Software Project...

Education
New Jersey Institute of Technology   2004 — 2005
Master of Science (M.S.), Computer and Information Sciences, General

Gujarat University

St. Xaviers High School Gandhinagar

Angela Madsen Angela Madsen Greater Boston Area Details
Angela Madsen's State Street Global Advisors Experience May 2011 - July 2012
Job Marketing Content Manager, Team Lead at Manulife Asset Management
Industry Graphic Design
Experience
Manulife Asset Management  July 2013 - Present
Self-employed  July 2012 - July 2013
State Street Global Advisors   May 2011 - July 2012
State Street Global Advisors   January 2011 - May 2011
Robeco Investment Management  December 2008 - January 2011
Deutsche Bank, IT Mergers and Acquisitions Group via Williams Lea and Aquent   May 2006 - September 2008
Trillium Asset Management  January 2003 - May 2006
Croes-Oliva Group   January 2002 - January 2003
Dewey Square Investors   1998 - 2001
Carlyle Capital Markets, Inc.   1998 - 1999

Skills
Graphic Design, Presentation Design, Presentation Development, Illustration, Information Graphics, Proposal Writing, Data Management, Data Manipulation, Project Management, Content Management, Asset Managment, Adobe Creative Suite, Advertising, InDesign, Adobe Illustrator, Adobe Acrobat, Adobe Photoshop, Layout, Typography, Illustrator, SharePoint, Photoshop, Editing, Asset Management, QuarkXPress, Marketing Communications, Microsoft Office, WordPress, Logo Design, Graphics, Dreamweaver, Creative Writing, Mac, Web Design, Collateral, PowerPoint, Newsletters

Education
Grinnell College   1990 — 1994
BA, Art, concentrating in 3-d studio

Mariusz Zielinski Mariusz Zielinski Greater Boston Area Details
Mariusz Zielinski's State Street Global Advisors Experience June 2007 - April 2009
Job Assistant Vice President Derivatives Operations at Harvard Management Company
Industry Financial Services
Experience
Harvard Management Company  October 2013 - Present
Harvard Management Company  July 2011 - October 2013
Harvard Management Company  May 2010 - July 2011
Harvard Management Company  April 2009 - May 2010
State Street Global Advisors   June 2007 - April 2009
State Street Global Advisors   May 2005 - June 2007

Skills
Equities, Alternative Investments, Derivatives, Fixed Income, Hedge Funds, Middle Office, Process Improvement, Corporate Actions, Data Management, Collateral Management, Data Reconciliation, P&L reconciliation, Security Operations, Analysis, AIM, Bloomberg, Reuters, XSP, Investment Management, Market Data, Options, Securities, Asset Management, Financial Risk, Financial Markets, Capital Markets

Education
Harvard University   2009 — 2011
ALM, Management

Penn State University   1993 — 1995
BS, Finance

University of Warsaw   1991 — 1993
economics

Marie Millien Marie Millien Toronto, Canada Area Details
Marie Millien's State Street Global Advisors Experience January 2001 - November 2003
Job Analyst at MM Research
Industry Financial Services
Experience
MM Research   August 2009 - Present
RBC CM   May 2006 - June 2008
Westwind Partners  2004 - 2006
State Street Global Advisors   January 2001 - November 2003
Bimcor Inc   1998 - 2000
Hydro Québec  1995 - 1998
Caisse de dépôt et placement du Québec   1988 - 1995

Skills
Investments, Portfolio Management, Equity Research, Equities, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Real Estate, Financial Markets, Investment Strategies, Trading, Finance, Bloomberg, Financial Services, Investment Banking, Hedge Funds, Equity Valuation, Fixed Income

Education
CFA Institute   1987 — 1989
CFA, Finance

Ordre des CGA du Québec   1985 — 1986
cga, Accounting

HEC Montréal   1980 — 1983
BAA, Accounting

Lycee Labourdonnais
Maths and Physics

Roberta Sydney Roberta Sydney Greater Boston Area Details
Roberta Sydney's State Street Global Advisors Experience 1996 - 1997
Job President at Sydney Associates, Inc.
Industry Real Estate
Experience
Sydney Associates, Inc.   July 1997 - Present
State Street Global Advisors   1996 - 1997
BayBank  1993 - 1996
Leisure Technologies, Inc.   1988 - 1990
The Boston Company  1979 - 1987

Skills
Entitlements, Mixed-use, Disposition, Real Estate Development, Real Estate Economics, Property Management, Real Estate, Leases, Mergers & Acquisitions, Corporate Real Estate, Shopping Centers, Brokerage, Location Intelligence, Lease Negotiations, Real Estate Financing, Tenant, Redevelopment, Affordable Housing, Land Acquisition, Landlords, Tenant Representation, Dispositions

Education
Massachusetts Institute of Technology   1987 — 1988
MS, Real Estate Development

Harvard Business School   1981 — 1983
MBA, Business Administration and Management, General

Wellesley College   1976 — 1980
BA, French Language and Literature

David Lapointe David Lapointe Springfield, Massachusetts Area Details
David Lapointe's State Street Global Advisors Experience 1992 - 1994
Job Database Administrator at Big Y Foods, Inc
Industry Retail
Experience
Big Y Foods, Inc  January 2012 - Present
Projections   1999 - Present
Travelers  August 2010 - January 2012
MassMutual Financial Group  2005 - 2009
MassMutual Financial Group  1997 - 2005
Harvard Pilgrim Health Care  1994 - 1997
State Street Global Advisors   1992 - 1994
Harvard Community Health Plan  1990 - 1992
Hedberg Data Systems, Inc   1989 - 1990
Tele-Composition, Inc   1987 - 1989

Skills
Database Administration, Microsoft SQL Server, Database Design, Unix, Data Warehousing, SQL, Data Modeling, SDLC, Disaster Recovery, Databases, SSIS, Testing, Unix Shell Scripting, Shell Scripting, Sybase, HTML, Systems Analysis, SQL Server, Process Automation, SQL Tuning, Teradata, Mentoring, Database Development

Education
Hofstra University
Bachelor's Degree, Computer Science

Carolina Samudio-Ortega Carolina Samudio-Ortega Greater Boston Area Details
Carolina Samudio-Ortega's State Street Global Advisors Experience May 2011 - Present
Job Coordinator of Marketing, Outreach and New Initiatives at NorthStar Asset Management, Inc.
Industry Investment Management
Experience
NorthStar Asset Management, Inc.   July 2013 - Present
State Street Global Advisors   May 2011 - Present
State Street Global Markets  January 2010 - March 2011
State Street Global Advisors   June 2007 - December 2009
State Street Corporation  2004 - 2007

Education
Suffolk University - Sawyer Business School   2005 — 2007

Buckingham Browne & Nichols   1996 — 1999

Isenberg School of Management, UMass Amherst

The Park School

Kishore Sinha Kishore Sinha Greater Boston Area Details
Kishore Sinha's State Street Global Advisors Experience August 1997 - April 2000
Job Self Employed at Sinhas Consulting
Industry Financial Services
Experience
Sinhas Consulting   May 2000 - Present
State Street Global Advisors   August 1997 - April 2000
BayBank/Bank Boston   February 1986 - April 1997
Colorado National Bank, Denver Colorado   May 1981 - January 1986
Ceat Tires Of India Ltd.   September 1977 - January 1981

Education
Harvard University Graduate School of Education   1988 — 1991
Admn. & Mgmt., Taxation, Business Management

Institute of Banking, Denver Chapter   1981 — 1983
Corporate Banking

University of Calcutta   1972 — 1975
BS in Accounting, Business, Economics, Accounting

South Point High

Michael Sullivan, MBA Michael Sullivan, MBA Greater Boston Area Details
Michael Sullivan, MBA's State Street Global Advisors Experience September 2015 - Present
Job Vice President at State Street Global Advisors and cofounder of The Make Life Good Company
Industry Financial Services
Experience
State Street Global Advisors   September 2015 - Present
State Street  March 2013 - Present
State Street Global Advisors   March 2007 - March 2013
State Street Global Advisors   March 2007 - March 2011
Sowood Capital Management  October 2006 - February 2007
BISYS Hedge Fund Services, Inc   October 2005 - April 2006
BISYS Hedge Fund Services, Inc   July 2004 - October 2005

Skills
Hedge Funds, Mutual Funds, Securities, Equities, Bloomberg, Investments, Microsoft Office, Bloomberg Terminal, Citrix, Fund Accounting, Investment Management, Corporate Actions, Fixed Income, Asset Managment, Valuation, FactSet, Cognos, Tableau, PowerPivot, Business Intelligence, Project Management, Portia, Performance Management, Performance Attribution, Team Management, Change Management, Strategic Planning, Strategic Thinking, Analysis

Education
University of Massachusetts Boston   2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General

James Madison University   2000 — 2004
Bachelors in Business Administratoin, Technology, Innovation, and Entrepreneurship

Meredith Birdsall, CFA Meredith Birdsall, CFA Greater Boston Area Details
Meredith Birdsall, CFA's State Street Global Advisors Experience December 2001 - April 2007
Job Senior Fixed Income Client Portfolio Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments  April 2007 - Present
State Street Global Advisors   December 2001 - April 2007
Hirtle Callaghan   1998 - 2000
Drexel Burnham Lambert  1982 - 1987

Skills
Fixed Income, Investments, Credit, Hedge Funds, High Yield, Loans

Education
Harvard Business School   1980 — 1982
MBA

Harvard University   1974 — 1978
BA

Fernando Carrillo, CFA Fernando Carrillo, CFA Greater New York City Area Details
Fernando Carrillo, CFA's State Street Global Advisors Experience June 2015 - August 2015
Job Summer Associate, Investments Solutions Group
Industry Investment Management
Experience
State Street Global Advisors   June 2015 - August 2015
InverCap Afore   July 2013 - June 2014
InverCap Afore   January 2011 - July 2013
InverCap Afore   May 2008 - December 2010
Proveedora Odontologica SA   January 2004 - May 2008

Skills
Access, Excel, VBA, Bloomberg, C++, Matlab, Visual Basic, Investment Banking, Asset Managment, Financial Modeling, Microsoft Excel, Derivatives, Investments, Economics, Portfolio Management, Private Equity, Financial Analysis, Fixed Income, Asset Management, Corporate Finance, Analysis, Finance, Risk Management, Trading, Financial Risk, Investment Management, Mutual Funds, Financial Markets, Equities, Valuation, Bonds, Asset Allocation, Microsoft Office, Investment Strategies, Capital Markets, Emerging Markets

Education
Yale University - Yale School of Management   2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General

Tecnológico de Monterrey   2007 — 2011
B.A., Economics

Instituto Tecnológico Autónomo de México   2009 — 2009
Diploma: Financial Derivative Instruments

Oleksandr Nakonechnyi Oleksandr Nakonechnyi Greater Boston Area Details
Oleksandr Nakonechnyi's State Street Global Advisors Experience December 2007 - Present
Job Jr Quantitative Analyst at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   December 2007 - Present
State Street Global Advisors   June 2007 - December 2007

Education
University of Florida   2006 — 2007
MS, Engineering

Kyiv National Taras Shevchenko University   2001 — 2005
BS, Mathematics/Statistics

Julie Piatelli Julie Piatelli Greater Boston Area Details
Julie Piatelli's State Street Global Advisors Experience Senior ManagerPricewaterhouseCoopers1995 - 2004
Job Senior Compliance Officer at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   Senior ManagerPricewaterhouseCoopers1995 - 2004

Education
Hartwick College   1985 — 1989
BA, Management

David Finamore David Finamore Greater Boston Area Details
David Finamore's State Street Global Advisors Experience October 1998 - Present
Job Infrastructure Application Engineering Support at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   October 1998 - Present
SSgA  1998 - Present
Darimus Corporation   1996 - 1998

Education
Keene State College   1989 — 1993
Bachelors of Science, Business Management

Jonathan Barcus Jonathan Barcus Greater New York City Area Details
Jonathan Barcus's State Street Global Advisors Experience July 2005 - March 2006
Job FullStack Web Developer | Aspiring Entrepreneur | DesignThinker | Budding Homebrewer
Industry Computer Software
Experience
Viking Code School   April 2015 - Present
Northeastern University  May 2015 - June 2015
General Assemb.ly  February 2014 - May 2014
United Nations  September 2010 - February 2014
Chartis  October 2009 - August 2010
John Hancock  July 2006 - December 2006
State Street Global Advisors   July 2005 - March 2006
EB Games  September 2001 - May 2004

Skills
Troubleshooting, JavaScript, Git, Ruby, Ruby on Rails, HTML 5, Test Driven Development, Event Management, Analysis, Github, RSpec, PostgreSQL, Agile Methodolgy, Customer Service, Disaster Recovery, Microsoft Office, Data Analysis, CSS3, International Relations, Business Analysis, Public Speaking, Information Technology, Event Planning, ITIL, Foreign Policy Analysis, Policy Analysis, jQuery, Behavior Driven..., Sinatra

Education
Northeastern University   2012 — 2014
Master of Business Administration (M.B.A.), High Technology Management/Innovation & Entrepreneurship

General Assembly   2014 — 2014
Web Development Immersive

Northeastern University   2004 — 2008
Bachelor's Degree, Business Administration (BSBA)

Melissa Cannata Melissa Cannata Greater Boston Area Details
Melissa Cannata's State Street Global Advisors Experience February 2011 - June 2014
Job Portfolio Associate at State Street Global Advisors
Industry Financial Services
Experience
Aramark at Fenway Park  April 2003 - Present
State Street Global Advisors   February 2011 - June 2014
State Street Corporation  May 2008 - February 2011
Nuveen Group   August 2007 - May 2008
Window Wear   January 2004 - January 2007

Skills
Mutual Funds, Investments, Management, Financial Services, Accounting, Customer Service, Account Reconciliation, Research, Bloomberg, Financial Analysis, Equities, Securities, Financial Modeling

Education
Lesley University
Master's Degree, Early Childhood Education and Teaching

George R. Hoguet, CFA, FRM George R. Hoguet, CFA, FRM Greater Boston Area Details
George R. Hoguet, CFA, FRM's State Street Global Advisors Experience February 1998 - Present
Job MD at SSgA
Industry Investment Management
Experience
State Street Global Advisors   February 1998 - Present
Baring Asset Management  1995 - 1998
Frank Russell Company  1992 - 1995
U.S. Department of the Treasury   1982 - 1985

Skills
Portfolio Management, Investments, Investment Banking, Business Strategy, Management, Product Management, Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Capital Markets, Bloomberg, Asset Allocation, Mutual Funds, Investment Management, Economics, Investment Strategies, Financial Markets, Asset Managment, Emerging Markets, Securities, Private Equity, Equity Research, Derivatives, ETFs

Education
Harvard Business School
MBA, Finance

Harvard College
BA, Russian History and Literature

Christopher McNeillie Christopher McNeillie Greater Atlanta Area Details
Christopher McNeillie's State Street Global Advisors Experience May 2005 - Present
Job Managing Director at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors   May 2005 - Present
Cingular Wireless  January 2002 - May 2005
BellSouth  November 1999 - January 2002

Skills
FINRA Series 3,7, 30..., Relationship Management, Strategic Planning, Business Analysis, Business Development, Investments, Sales, Retirement Planning, Asset Management, Management, Leadership, Portfolio Management, Mutual Funds

Education
Georgia State University - J. Mack Robinson College of Business   1999 — 2001
MBA, Finance

Messiah College   1989 — 1993
BA, Political Science

Peter Capouch Peter Capouch Greater Minneapolis-St. Paul Area Details
Peter Capouch's State Street Global Advisors Experience October 2002 - June 2003
Job PM at NCG
Industry Investment Management
Experience
Next Century Growth Investors   July 2003 - Present
State Street Global Advisors   October 2002 - June 2003

Education
Harvard University   1998 — 2002

Cynthia Jacobsen Cynthia Jacobsen Greater New York City Area Details
Cynthia Jacobsen's State Street Global Advisors Experience 1996 - 1998
Job at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  June 2010 - Present
Evaluation Associates  April 1998 - June 2009
State Street Global Advisors   1996 - 1998
Robertson Stephens & Company  1995 - 1996
International Executive Service Corps  1991 - 1995

Skills
Fixed Annuities, Equities, Fixed Income, Mutual Funds, Investments, Insurance, Program Management, Strategy, Asset Allocation, Financial Services, FINRA, Hedge Funds, Budgets, Finance

Education
Sacred Heart University   1992 — 1993
BA, International Business

Ithaca College   1986 — 1990
International Business

Bjorn Larson Bjorn Larson Lansing, Michigan Area Details
Bjorn Larson's State Street Global Advisors Experience 2008 - 2008
Job IT Business Services Engineer at Peckham, Inc.
Industry Information Technology and Services
Experience
Peckham, Inc.   April 2015 - Present
State of Michigan  April 2011 - Present
RightStar Systems  October 2014 - February 2015
CSC  February 2011 - April 2011
CSC  March 2010 - November 2010
Credit Suisse  December 2009 - March 2010
Burntsand  June 2009 - December 2009
Research In Motion  September 2008 - May 2009
State Street Global Advisors   2008 - 2008
Vivatas, Inc.   2006 - 2007

Skills
IT Service Management, Incident Management, ITIL, BMC Remedy, Software Development, Disaster Recovery, Requirements Analysis, Integration, Software Documentation, Data Migration, Program Management, ITIL v3 Foundations..., IT Management, IT Strategy, Solution Architecture, Service Desk, Configuration Management, Sla, Service Management, SDLC, Problem Management, Requirements Gathering, CMDB, Enterprise Architecture, Visio, Change Management, SharePoint, System Administration, Vendor Management, Business Analysis, Unix

Education
Michigan State University   1991 — 1993
Master of Arts, Labor and Industrial Relations

Michigan State University   1987 — 1991
Bachelor of Arts, International Relations

Kellogg Community College   2002 — 2003
Oracle 8i Certification Training - dba, 4.0

Gerald Nightingale, MBCP, CISM, CRISC, ITIL Gerald Nightingale, MBCP, CISM, CRISC, ITIL Greater Boston Area Details
Gerald Nightingale, MBCP, CISM, CRISC, ITIL's State Street Global Advisors Experience October 2010 - January 2014
Job Vice President Information Security Officer at State Street
Industry Financial Services
Experience
State Street  February 2014 - Present
State Street Global Advisors   October 2010 - January 2014
State Street Global Advisors   August 2006 - October 2010
Astea  October 2005 - March 2006
Sentri  February 2005 - October 2005
ViryaNet  March 2003 - February 2005
One Bird Restoration and Woodworking, Inc.   October 2001 - December 2003
ViryaNet  March 2000 - October 2001

Skills
Risk Management, Program Management, SDLC, Disaster Recovery, Business Process..., Business Analysis, Security, ITIL, Strategy, Project Planning, Business Continuity, Governance, Vendor Management, Information Technology, Data Center, Incident Management, Management, Leadership, Product Management, Business Intelligence, Outsourcing, Risk Assessment, Information Security

Education
University of Massachusetts Dartmouth   1983 — 1984
Political Science

Keene State College   1981 — 1983
Business/Economics

DRII
Master Business Continuity Professional, Business Continuity, MBCP

DRII
Certified Business Continuity Practitioner, Business Continuity, CBCP

ISACA
Certified Information Security Manager, CISM

ISACA
Certified in Risk and Information Systems Control, CRISC

APMG International
ITIL, Foundation Level

Duxbury High School

Randy Oswald Randy Oswald Toronto, Canada Area Details
Randy Oswald's State Street Global Advisors Experience January 2008 - Present
Job Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors   January 2008 - Present
TD Asset Management  1995 - January 2008
TD Bank Financial Group, Commercial Banking   1995 - 2001

Education
Other   1998 — 2001
CFA, Finance

Ivey Business School at Western University   1992 — 1995
MBA, Business

Michigan Technological University   1983 — 1987
Bachelor of Science, Business and Communications.

Michigan Technological University   1983 — 1987
Bachelor of Science, Business and Communications.

Allyson O'Connor Allyson O'Connor San Francisco, California Details
Allyson O'Connor's State Street Global Advisors Experience December 2012 - April 2014
Job Account Manager, Institutional Sales for iShares at BlackRock
Industry Financial Services
Experience
BlackRock  June 2015 - Present
BlackRock  April 2014 - Present
State Street Global Advisors   December 2012 - April 2014
State Street Global Advisors   September 2010 - December 2012
State Street Global Advisors   June 2009 - August 2010

Skills
Equities, Mutual Funds, Fixed Income

Education
Lehigh University - College of Business and Economics   2005 — 2009
Bachelor of Science (BS), Finance

Ed Fothergill Ed Fothergill Greater Boston Area Details
Ed Fothergill's State Street Global Advisors Experience May 2015 - Present
Job Principal at State Street Global Advisors SPDR ETFs
Industry Financial Services
Experience
State Street Global Advisors   May 2015 - Present
State Street Global Advisors   May 2013 - May 2015
The Massachusetts Daily Collegian  January 2011 - May 2013
TicketLeap  January 2013 - March 2013
State Street Global Advisors   June 2010 - August 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Social Media, Access, Research, Business Development

Education
University of Massachusetts at Amherst - Isenberg School of Management   2009 — 2013
Bachelor of Business Administration (BBA), Finance, General

Austin Preparatory School

University of Massachusetts, Amherst

Julie Piatelli Julie Piatelli Greater Boston Area Details
Julie Piatelli's State Street Global Advisors Experience July 2004 - December 2010
Job Financial Services Professional
Industry Financial Services
Experience
State Street Global Advisors   July 2004 - December 2010
PricewaterhouseCoopers  January 1995 - July 2004

Education
Hartwick College   1985 — 1989
BA, Business Management

Hartwick College   1985 — 1989

Kala Croce Kala Croce Greater Boston Area Details
Kala Croce's State Street Global Advisors Experience Sr. Portfolio ManagerState Street Global AdvisorsSeptember 1992 - March 2011
Job Sr. Portfolio Manager at State Street Global Advisors
Industry Investment Banking
Experience
State Street Global Advisors   Sr. Portfolio ManagerState Street Global AdvisorsSeptember 1992 - March 2011

Education
Lehigh University   1987 — 1991
B.S., Accounting

Kerry Edwards Kerry Edwards Naples, Florida Area Details
Kerry Edwards's State Street Global Advisors Experience January 1999 - December 2002
Job Group Managing Director, Investment Advisory Group at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank  October 2013 - Present
Sabadell Bank and Trust, Formerly Lydian Bank and Trust   January 2010 - Present
Bank of Florida Trust Company   March 2007 - January 2010
Regions Morgan Keegan Wealth Management   January 2003 - March 2007
State Street Global Advisors   January 1999 - December 2002

Skills
Financial Advisory, Wealth Management, Asset Allocation, Alternative Investments, Certified Financial..., Wealth Management..., Investment Advisory, Asset Management, Securities, Private Banking, Investment Management, Portfolio Management, Mutual Funds, Investments, Investment Strategies, Hedge Funds, Financial Services, Series 7, Bonds

Education
Hillsdale College   1988 — 1992
Finance, Economics, History

Chagrin Falls High School   1985 — 1988

Grosse Pointe South High School   1985 — 1985

Adam Chrissis Adam Chrissis Boston, Massachusetts Details
Adam Chrissis's State Street Global Advisors Experience June 2011 - August 2011
Job State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors (SSGA)   July 2014 - Present
State Street Global Markets  July 2012 - June 2014
State Street Global Advisors   June 2011 - August 2011
State Street Global Advisors   June 2010 - August 2010

Skills
Asset Management, Fixed Income, Foreign Exchange, Quantitative Research, Portfolio Optimization, Matlab, VBA, SQL, Bloomberg, Barclays Point, Datastream

Education
Harvard University   2008 — 2012
Bachelor's Degree, Applied Mathematics - Operations Research

Upper St. Clair High School   2005 — 2008
High School

Joseph Mulkern Joseph Mulkern Greater Boston Area Details
Joseph Mulkern's State Street Global Advisors Experience February 2014 - Present
Job
Industry Financial Services
Experience
State Street Global Advisors   February 2014 - Present
Fidelity Investments  January 2012 - February 2014
LPL Financial  2005 - 2011
Bank of America/FleetBoston Financial   1999 - 2004
Massachusetts Division of Insurance  1995 - 1999

Skills
Financial Services, RIA, Broker-Dealer Compliance, Custodial Services, Alternative Investments

Education
Suffolk University Law School   1990 — 1993
JD

University of Massachusetts at Amherst - Isenberg School of Management   1984 — 1988
B.S., Marketing

Malcolm Bryan Malcolm Bryan Greater Atlanta Area Details
Malcolm Bryan's State Street Global Advisors Experience December 2013 - Present
Job !
Industry Real Estate
Experience
State Street Global Advisors   December 2013 - Present
Various companies  November 2012 - August 2015
State Properties Commission   April 2011 - November 2012
Parmenter Realty Partners  November 2007 - November 2010
DBSI - Discovery Real Estate Services   May 2006 - October 2007
Prudential Real Estate Investors  October 1997 - May 2006

Skills
Real Estate Economics, Real Estate, Financial Analysis, Leases, Property Management, Valuation, Tenant, Investments, Asset Managment, Commercial Real Estate, Investment Properties, Private Equity, Accounting, Finance, Brokerage, Disposition, Due Diligence, Real Estate Development, Real Estate Transactions, Budgets, Asset Management

Education
GSU
BBA, Finance

Georgia State University
Bachelor of Business Administration, Finance

James Gramolini James Gramolini Cambridge, Massachusetts Details
James Gramolini's State Street Global Advisors Experience May 2014 - August 2014
Job Legal Intern at NEPC, LLC
Industry Law Practice
Experience
NEPC, LLC  May 2015 - Present
State Street Global Advisors   May 2014 - August 2014

Education
New England Law Boston   2013 — 2016
Doctor of Law (J.D.)

Hobart and William Smith Colleges   2009 — 2013
Bachelor of Arts (B.A.), Political Science

Julien Bastien Julien Bastien Montreal, Canada Area Details
Julien Bastien's State Street Global Advisors Experience May 2012 - May 2013
Job Currently looking for new opportunities
Industry Financial Services
Experience
State Street Global Advisors   May 2012 - May 2013
Natcan Investment Management  August 2006 - April 2012
Natcan Investment Management  January 2002 - August 2006
Natcan Investment Management  October 2000 - January 2002

Skills
Bloomberg, Fixed Income, Portfolio Management, Bonds, Asset Managment, Capital Markets, Trading, Investments, Investment Strategies, Securities, Financial Analysis

Education
CFA Institute   2001 — 2003
CFA Charterholder

HEC Montréal   1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance

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