State Street Global Advisors
Industry: Financial services company
DescriptionState Street Global Advisors is the investment management division of State Street Corporation and the world's fifth largest asset manager, with nearly $2.8 trillion in assets under management as of 31 December 2017. Assets under management: 2.8 trillion USD (2017) CEO: Cyrus Taraporevala (Nov 2017–) Headquarters: Boston, Massachusetts, United States Parent organization: State Street Corporation Number of employees: 2,500 Subsidiaries: SSGA FUNDS MANAGEMENT INC,
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State Street Global Advisors Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
State Street Global Advisors AnalystPutnam Investments1998 - 2000
Education
INSEAD 1997 — 1997
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
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
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
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
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
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
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
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
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
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
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
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
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
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
State Street Global Advisors Senior ManagerPricewaterhouseCoopers1995 - 2004
Education
Hartwick College 1985 — 1989
BA, Management
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
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)
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
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
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
Next Century Growth Investors July 2003 - Present
State Street Global Advisors October 2002 - June 2003
Education
Harvard University 1998 — 2002
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
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
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
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.
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
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
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
State Street Global Advisors Sr. Portfolio ManagerState Street Global AdvisorsSeptember 1992 - March 2011
Education
Lehigh University 1987 — 1991
B.S., Accounting
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
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
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
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
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
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