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
Employee
Years
Job
Industry
Khushal Pushtoonyar, MBA Khushal Pushtoonyar, MBA's State Street Global Advisors Experience June 2007 - July 2011
Job Senior Product Manager Shared Services at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation November 2014 - Present
Scivantage August 2011 - August 2014
State Street Global Advisors June 2007 - July 2011
Liberty Mutual January 2006 - April 2007
Investors Bank & Trust May 2005 - December 2005
Skills
Risk Management, Financial Reporting, Financial Analysis, Valuation, Access, Excel, Database Design, Income Tax, Model Portfolios, Corporate Actions, Financial Statements, Due Diligence, Middle Office, Trading, Portfolio Management, Fund Accounting, Mutual Funds, Fund Administration, Tax Accounting, Cost Reporting, Cost Basis Reporting, Cost Basis, Account Reconciliation, Cost Accounting, Operating Systems, Operations Management, System Testing, Systems Analysis, Investment Management, Trade Operations, Pricing Analysis, NAV, Derivatives Trading, Derivatives, Equity Swaps, Swaps, Bonds, Microsoft Excel, Requirements Gathering, Equities, Financial Services, Fixed Income, Management
Education
Northeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Dual specilization in Finance and High Technology Management
Investment Banking Institute 2009 — 2009
Investments and Securities
Northeastern University 2001 — 2005
Bachelor of Science (B.Sc.), Economics
E*TRADE Financial Corporation November 2014 - Present
Scivantage August 2011 - August 2014
State Street Global Advisors June 2007 - July 2011
Liberty Mutual January 2006 - April 2007
Investors Bank & Trust May 2005 - December 2005
Skills
Risk Management, Financial Reporting, Financial Analysis, Valuation, Access, Excel, Database Design, Income Tax, Model Portfolios, Corporate Actions, Financial Statements, Due Diligence, Middle Office, Trading, Portfolio Management, Fund Accounting, Mutual Funds, Fund Administration, Tax Accounting, Cost Reporting, Cost Basis Reporting, Cost Basis, Account Reconciliation, Cost Accounting, Operating Systems, Operations Management, System Testing, Systems Analysis, Investment Management, Trade Operations, Pricing Analysis, NAV, Derivatives Trading, Derivatives, Equity Swaps, Swaps, Bonds, Microsoft Excel, Requirements Gathering, Equities, Financial Services, Fixed Income, Management
Education
Northeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Dual specilization in Finance and High Technology Management
Investment Banking Institute 2009 — 2009
Investments and Securities
Northeastern University 2001 — 2005
Bachelor of Science (B.Sc.), Economics
Andrew Duszlak Andrew Duszlak's State Street Global Advisors Experience 1995 - 2000
Job Senior IT Client Consultant at AT&T
Industry Internet
Experience
AT&T February 2007 - August 2015
Slick Doozer Technologies December 2000 - December 2011
USintetworking, Inc. May 2000 - February 2007
State Street Global Advisors 1995 - 2000
Skills
JSP, Eclipse, JavaScript, Oracle, E-commerce, Databases, Enterprise Software, Integration, HTML, Unix, DB2, SDLC, Testing, Requirements Analysis, Enterprise Architecture, Endeca, Solution Architecture, Agile Methodologies
Education
Nichols College 1992 — 1995
Bachelors, Management Information Systems
AT&T February 2007 - August 2015
Slick Doozer Technologies December 2000 - December 2011
USintetworking, Inc. May 2000 - February 2007
State Street Global Advisors 1995 - 2000
Skills
JSP, Eclipse, JavaScript, Oracle, E-commerce, Databases, Enterprise Software, Integration, HTML, Unix, DB2, SDLC, Testing, Requirements Analysis, Enterprise Architecture, Endeca, Solution Architecture, Agile Methodologies
Education
Nichols College 1992 — 1995
Bachelors, Management Information Systems
Ryan Gillan's State Street Global Advisors Experience April 2015 - Present
Job Assistant Vice President Data Privacy Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors April 2015 - Present
State Street July 2011 - April 2015
RBS Americas January 2011 - February 2011
FEMA January 2010 - February 2010
Skills
Business Continuity, Crisis Management, Risk Management, Risk Assessment, Disaster Recovery, Risk Analysis, Enterprise Risk..., Incident Management, Operational Risk, Security Management, Security, Physical Security, Business Continuity..., Emergency Management, Policy, Operational Risk..., Financial Risk, Program Management, Information Security...
Education
Massachusetts Maritime Academy 2007 — 2011
B.S., Emergency Management
Xaverian Brothers High School 2003 — 2007
State Street Global Advisors April 2015 - Present
State Street July 2011 - April 2015
RBS Americas January 2011 - February 2011
FEMA January 2010 - February 2010
Skills
Business Continuity, Crisis Management, Risk Management, Risk Assessment, Disaster Recovery, Risk Analysis, Enterprise Risk..., Incident Management, Operational Risk, Security Management, Security, Physical Security, Business Continuity..., Emergency Management, Policy, Operational Risk..., Financial Risk, Program Management, Information Security...
Education
Massachusetts Maritime Academy 2007 — 2011
B.S., Emergency Management
Xaverian Brothers High School 2003 — 2007
Benjamin Fenster's State Street Global Advisors Experience July 2013 - October 2013
Job Student at Northeastern University
Industry
Experience
State Street Global Advisors July 2013 - October 2013
Wendr June 2012 - August 2012
Lore (Formally Coursekit) January 2012 - April 2012
Aryeh Realty May 2011 - July 2011
Niche Media June 2008 - August 2009
Skills
Social Networking, Facebook, PowerPoint, Photoshop, Social Media, Blogging, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration, Entrepreneurship and Management
Abraham Joshua Heschel High School 2008 — 2011
State Street Global Advisors July 2013 - October 2013
Wendr June 2012 - August 2012
Lore (Formally Coursekit) January 2012 - April 2012
Aryeh Realty May 2011 - July 2011
Niche Media June 2008 - August 2009
Skills
Social Networking, Facebook, PowerPoint, Photoshop, Social Media, Blogging, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration, Entrepreneurship and Management
Abraham Joshua Heschel High School 2008 — 2011
Evan McDonald Evan McDonald's State Street Global Advisors Experience February 2011 - April 2014
Job Settlements Analyst at GMO
Industry Financial Services
Experience
GMO May 2014 - Present
State Street Global Advisors February 2011 - April 2014
State Street Bank February 2010 - February 2011
Royal Bank of Scotland May 2008 - February 2010
Skills
Fixed Income, Trading, Bloomberg, Middle Office, Securities, Trading Systems, Mutual Funds, Bloomberg Terminal, Back Office, Bonds, Equities, Settlement, Financial Services, Finance, Electronic Trading, Derivatives, Investments
Education
Merrimack College 2005 — 2009
BA, Economics
GMO May 2014 - Present
State Street Global Advisors February 2011 - April 2014
State Street Bank February 2010 - February 2011
Royal Bank of Scotland May 2008 - February 2010
Skills
Fixed Income, Trading, Bloomberg, Middle Office, Securities, Trading Systems, Mutual Funds, Bloomberg Terminal, Back Office, Bonds, Equities, Settlement, Financial Services, Finance, Electronic Trading, Derivatives, Investments
Education
Merrimack College 2005 — 2009
BA, Economics
Konstantin Kalinchenko Konstantin Kalinchenko's State Street Global Advisors Experience June 2011 - August 2011
Job Associate at Deutsche Bank Securities Inc., Global Equity Markets Algo Trading
Industry Investment Banking
Experience
Deutsche Bank October 2014 - Present
Deutsche Bank August 2013 - October 2014
Deutsche Bank June 2012 - June 2013
University of Florida July 2008 - May 2012
State Street Global Advisors June 2011 - August 2011
Savings Bank of Russian Federation September 2005 - June 2008
Skills
Statistics, Financial Engineering, Matlab, KDB+, Quantitative Finance, Stochastic Optimization, Optimization, Risk Management, C++, Optimizations, Analysis, Algorithms, Stochastic Calculus, SQL, Derivatives
Education
University of Florida 2008 — 2012
Ph.D, Operations Research, Quantitative Finance
University of Florida 2008 — 2011
Master of Science, Industrial and Systems Engineering
Lomonosov Moscow State University (MSU) 2002 — 2007
Specialist (5 yr), Mathematics: Probability Theory, Actuarial and Financial Mathematics
Deutsche Bank October 2014 - Present
Deutsche Bank August 2013 - October 2014
Deutsche Bank June 2012 - June 2013
University of Florida July 2008 - May 2012
State Street Global Advisors June 2011 - August 2011
Savings Bank of Russian Federation September 2005 - June 2008
Skills
Statistics, Financial Engineering, Matlab, KDB+, Quantitative Finance, Stochastic Optimization, Optimization, Risk Management, C++, Optimizations, Analysis, Algorithms, Stochastic Calculus, SQL, Derivatives
Education
University of Florida 2008 — 2012
Ph.D, Operations Research, Quantitative Finance
University of Florida 2008 — 2011
Master of Science, Industrial and Systems Engineering
Lomonosov Moscow State University (MSU) 2002 — 2007
Specialist (5 yr), Mathematics: Probability Theory, Actuarial and Financial Mathematics
Brittney Whitcomb Brittney Whitcomb's State Street Global Advisors Experience April 2015 - Present
Job Junior Marketing Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors April 2015 - Present
Team Beachbody Coach February 2014 - Present
State Street July 2014 - April 2015
Associated Home Care February 2014 - July 2014
The McNulty Family September 2007 - July 2014
State Street June 2013 - August 2013
Skills
Time Management, Microsoft Word, Microsoft Excel, Microsoft Office, Project Management, Data Entry, Communication, Copy Editing, Proofreading, Database Scrubbing, Data Profiling, Task Management, Filing, Online Research, Team Leadership, Adaptability, Enthusiasm to learn, Highly motivated..., Multi Tasking, Highly Dedicated, Goal Oriented, Bloomberg Terminal, Bloomberg Equity..., Mentoring
Education
Merrimack College 2010 — 2014
Bachelor's Degree, Business Administration, Management, 3.47
North Reading High School 2006 — 2010
High School Diploma
State Street Global Advisors April 2015 - Present
Team Beachbody Coach February 2014 - Present
State Street July 2014 - April 2015
Associated Home Care February 2014 - July 2014
The McNulty Family September 2007 - July 2014
State Street June 2013 - August 2013
Skills
Time Management, Microsoft Word, Microsoft Excel, Microsoft Office, Project Management, Data Entry, Communication, Copy Editing, Proofreading, Database Scrubbing, Data Profiling, Task Management, Filing, Online Research, Team Leadership, Adaptability, Enthusiasm to learn, Highly motivated..., Multi Tasking, Highly Dedicated, Goal Oriented, Bloomberg Terminal, Bloomberg Equity..., Mentoring
Education
Merrimack College 2010 — 2014
Bachelor's Degree, Business Administration, Management, 3.47
North Reading High School 2006 — 2010
High School Diploma
Matt Kowalski Matt Kowalski's State Street Global Advisors Experience January 2005 - July 2005
Job Director of Product Management at Intronis
Industry Computer Software
Experience
Intronis September 2014 - Present
One Funk Productions July 2005 - Present
Intronis August 2013 - September 2014
Intronis October 2012 - August 2013
Intronis January 2010 - September 2012
Intronis September 2009 - January 2010
Intronis February 2009 - September 2009
Boston Beer Company January 2006 - June 2006
State Street Global Advisors January 2005 - July 2005
Skills
Product Management, SaaS, Cloud Computing, Leadership, Enterprise Software, Management, Online Backup, Salesforce.com, Training, Usability Testing, Sales Operations, Product Requirement..., Scrum, Go-to-market Strategy, Product Requirements, Software Documentation, Competitive Analysis, Entrepreneurship, Strategic Partnerships, Sales Enablement, Backup & Restore, Wireframes, Bug Tracking, Market Research, Public Speaking, User Stories, Functional..., Photoshop, Bugzilla, Feature Prioritization, Balsamiq, Atlassian JIRA, Music Production, Music Recording, Agile Methodologies
Education
Northeastern University 2003 — 2008
BS in Business Administration, MIS, Entrepreneurship, Music Industry
Glens Falls High School 1999 — 2003
Intronis September 2014 - Present
One Funk Productions July 2005 - Present
Intronis August 2013 - September 2014
Intronis October 2012 - August 2013
Intronis January 2010 - September 2012
Intronis September 2009 - January 2010
Intronis February 2009 - September 2009
Boston Beer Company January 2006 - June 2006
State Street Global Advisors January 2005 - July 2005
Skills
Product Management, SaaS, Cloud Computing, Leadership, Enterprise Software, Management, Online Backup, Salesforce.com, Training, Usability Testing, Sales Operations, Product Requirement..., Scrum, Go-to-market Strategy, Product Requirements, Software Documentation, Competitive Analysis, Entrepreneurship, Strategic Partnerships, Sales Enablement, Backup & Restore, Wireframes, Bug Tracking, Market Research, Public Speaking, User Stories, Functional..., Photoshop, Bugzilla, Feature Prioritization, Balsamiq, Atlassian JIRA, Music Production, Music Recording, Agile Methodologies
Education
Northeastern University 2003 — 2008
BS in Business Administration, MIS, Entrepreneurship, Music Industry
Glens Falls High School 1999 — 2003
Charles Nerbak's State Street Global Advisors Experience May 2012 - August 2013
Job Business Development at NewsCred
Industry Marketing and Advertising
Experience
NewsCred March 2015 - Present
AGC Partners August 2013 - March 2015
State Street Global Advisors May 2012 - August 2013
Federal Home Loan Bank of New York June 2011 - July 2011
Skills
Microsoft Office, Research, Microsoft Excel, PowerPoint, Stata, Public Speaking, Higher Education, Teaching, SPSS, Social Media, Spanish, Strategy, Digital Media
Education
Middlebury College 2008 — 2012
Bachelor of Science (BS)
Delbarton 2004 — 2008
NewsCred March 2015 - Present
AGC Partners August 2013 - March 2015
State Street Global Advisors May 2012 - August 2013
Federal Home Loan Bank of New York June 2011 - July 2011
Skills
Microsoft Office, Research, Microsoft Excel, PowerPoint, Stata, Public Speaking, Higher Education, Teaching, SPSS, Social Media, Spanish, Strategy, Digital Media
Education
Middlebury College 2008 — 2012
Bachelor of Science (BS)
Delbarton 2004 — 2008
Richard Finnegan // Relocating to Raleigh, NC Richard Finnegan // Relocating to Raleigh, NC's State Street Global Advisors Experience August 1997 - April 1998
Job Senior Business Analyst / Product Owner
Industry Information Technology and Services
Experience
Spencer Stuart January 2014 - Present
IBRC May 2006 - September 2013
Bank of Ireland November 2000 - April 2006
State Street May 1999 - August 1999
State Street Canada May 1998 - April 1999
State Street Global Advisors August 1997 - April 1998
Skills
Business Analysis, Strategy, Financial Services, Banking, Portfolio Management, Change Management, Management, Business Strategy, Fixed Income, CRM, Stakeholder Management, Financial Modeling, Wealth Management, Equities, Asset Management, Business Process..., Project Management, Requirements Analysis, Program Management, Data Analytics, R, Tableau, Weka, Data Mining, Machine Learning, Python, MySQL, SQL Server Management..., Financial Analysis, Private Banking, Financial Advisory, Investments, Information Management..., Management Consulting, Social Media, Digital Strategy, User Experience, User Interaction, Usability, Cross-functional Team..., Virtual Teams, Team Management, Atlassian JIRA, Scrum, Agile & Waterfall..., Web Design, Corporate Communications, Executive Search, Soccer Coaching, Marathon
Education
National College of Ireland 2014 — 2015
Higer Diploma in Science in Data Analytics, Data Analytics, Machine Learning, First Class Honours
University College Dublin 1999 — 2000
Masters in Business Studies, Management Information Systems, 2nd class honours
University College Cork 1994 — 1997
BSc Finance, Economics, Accounting, Finance, 2nd class honours
LIA 2006 — 2009
Qualified Financial Advisor Diploma, Financial Planning and Services
National College of Ireland 2004 — 2005
Diploma in Business Analysis and Consultancy, Business Analysis, Consultancy, Communications, Distinction
FETAC 2012 — 2012
Diploma in Coaching, Coaching in Organisations
Sureskills 2012 — 2013
Diploma in Digital Marketing, Digital Marketing, Distinction
Spencer Stuart January 2014 - Present
IBRC May 2006 - September 2013
Bank of Ireland November 2000 - April 2006
State Street May 1999 - August 1999
State Street Canada May 1998 - April 1999
State Street Global Advisors August 1997 - April 1998
Skills
Business Analysis, Strategy, Financial Services, Banking, Portfolio Management, Change Management, Management, Business Strategy, Fixed Income, CRM, Stakeholder Management, Financial Modeling, Wealth Management, Equities, Asset Management, Business Process..., Project Management, Requirements Analysis, Program Management, Data Analytics, R, Tableau, Weka, Data Mining, Machine Learning, Python, MySQL, SQL Server Management..., Financial Analysis, Private Banking, Financial Advisory, Investments, Information Management..., Management Consulting, Social Media, Digital Strategy, User Experience, User Interaction, Usability, Cross-functional Team..., Virtual Teams, Team Management, Atlassian JIRA, Scrum, Agile & Waterfall..., Web Design, Corporate Communications, Executive Search, Soccer Coaching, Marathon
Education
National College of Ireland 2014 — 2015
Higer Diploma in Science in Data Analytics, Data Analytics, Machine Learning, First Class Honours
University College Dublin 1999 — 2000
Masters in Business Studies, Management Information Systems, 2nd class honours
University College Cork 1994 — 1997
BSc Finance, Economics, Accounting, Finance, 2nd class honours
LIA 2006 — 2009
Qualified Financial Advisor Diploma, Financial Planning and Services
National College of Ireland 2004 — 2005
Diploma in Business Analysis and Consultancy, Business Analysis, Consultancy, Communications, Distinction
FETAC 2012 — 2012
Diploma in Coaching, Coaching in Organisations
Sureskills 2012 — 2013
Diploma in Digital Marketing, Digital Marketing, Distinction
K. Stuart Peskin, CFA K. Stuart Peskin, CFA's State Street Global Advisors Experience August 1989 - July 2009
Job Investment Director at Standard Life Investments
Industry Investment Management
Experience
Standard Life Investments October 2012 - Present
Invesco Ltd. September 2009 - October 2011
State Street Global Advisors August 1989 - July 2009
State Street Global Advisors August 2005 - January 2009
Southeast Relationship Management January 1995 - January 2005
SunTrust Bank 1986 - 1987
Skills
Asset Management, Investments, Equities, Emerging Markets, Alternative Investments, Portfolio Management, Institutional, Thought Leadership, Asset Allocation, Investment Strategies, Fixed Income, Customer Relations, Strategy, Hedge Funds, Investment Management, Asset Managment, Mutual Funds, Competitive Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 1987 — 1989
MBA, Finance
Tulane University 1981 — 1985
B.S., Economics
Standard Life Investments October 2012 - Present
Invesco Ltd. September 2009 - October 2011
State Street Global Advisors August 1989 - July 2009
State Street Global Advisors August 2005 - January 2009
Southeast Relationship Management January 1995 - January 2005
SunTrust Bank 1986 - 1987
Skills
Asset Management, Investments, Equities, Emerging Markets, Alternative Investments, Portfolio Management, Institutional, Thought Leadership, Asset Allocation, Investment Strategies, Fixed Income, Customer Relations, Strategy, Hedge Funds, Investment Management, Asset Managment, Mutual Funds, Competitive Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 1987 — 1989
MBA, Finance
Tulane University 1981 — 1985
B.S., Economics
Pete Lada's State Street Global Advisors Experience January 2007 - July 2007
Job Cofounder & Creative Director at Guidebook, Inc
Industry Information Technology and Services
Experience
Guidebook Inc. April 2011 - Present
Proxima Labs January 1999 - April 2011
Cisco August 2010 - February 2011
Cisco January 2009 - August 2010
snoopr.net July 2007 - October 2008
State Street Global Advisors January 2007 - July 2007
State Street Global Advisors January 2006 - July 2006
Skills
User Experience, Web Standards, Graphic Design, Web Design, JavaScript, CSS, HTML, Web Development
Education
Northeastern University 2003 — 2008
B.S., Business Admin., MIS & Marketing
Guidebook Inc. April 2011 - Present
Proxima Labs January 1999 - April 2011
Cisco August 2010 - February 2011
Cisco January 2009 - August 2010
snoopr.net July 2007 - October 2008
State Street Global Advisors January 2007 - July 2007
State Street Global Advisors January 2006 - July 2006
Skills
User Experience, Web Standards, Graphic Design, Web Design, JavaScript, CSS, HTML, Web Development
Education
Northeastern University 2003 — 2008
B.S., Business Admin., MIS & Marketing
Venky Venkataramani Venky Venkataramani's State Street Global Advisors Experience September 2015 - Present
Job Senior Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors September 2015 - Present
Launchpad Venture Group 2015 - Present
Fidelity Investments 2000 - 2015
Fidelity Investments 1995 - 2000
Technology Solutions Company, New York 1992 - 1995
ITC Limited 1988 - 1992
NIIT 1987 - 1988
Skills
Management Consulting, Portfolio Management, Data Analysis, Requirements Analysis, Vendor Management, Bloomberg, Equity Research, Business Analysis, Asset Management, Equities, Fixed Income, Capital Markets, Fixed Income Analysis
Education
CFA Institute 1996 — 1998
CFA, Investment Management
XLRI Jamshedpur 1985 — 1987
MBA, Management
National Institute of Technology Karnataka 1978 — 1983
B.Tech, Mechanical Engg
State Street Global Advisors September 2015 - Present
Launchpad Venture Group 2015 - Present
Fidelity Investments 2000 - 2015
Fidelity Investments 1995 - 2000
Technology Solutions Company, New York 1992 - 1995
ITC Limited 1988 - 1992
NIIT 1987 - 1988
Skills
Management Consulting, Portfolio Management, Data Analysis, Requirements Analysis, Vendor Management, Bloomberg, Equity Research, Business Analysis, Asset Management, Equities, Fixed Income, Capital Markets, Fixed Income Analysis
Education
CFA Institute 1996 — 1998
CFA, Investment Management
XLRI Jamshedpur 1985 — 1987
MBA, Management
National Institute of Technology Karnataka 1978 — 1983
B.Tech, Mechanical Engg
Erinn Scammon's State Street Global Advisors Experience January 2014 - June 2014
Job Graphic Designer
Industry Graphic Design
Experience
Woof Magazine September 2013 - September 2015
Forge Worldwide January 2015 - July 2015
Northeastern University August 2014 - December 2014
State Street Global Advisors January 2014 - June 2014
Bose Corporation May 2013 - August 2013
Wright Design, Inc. March 2011 - May 2011
Skills
Layout, InDesign, Illustrator, Photoshop, Dreamweaver, Adobe Creative Suite, Typography, Photography, After Effects, Graphic Design, Final Cut Pro, HTML, CSS, Lightroom, PowerPoint, Social Media
Education
Northeastern University 2011 — 2016
Bachelor of Fine Arts, Graphic Design, 5th Year (Senior)
Woof Magazine September 2013 - September 2015
Forge Worldwide January 2015 - July 2015
Northeastern University August 2014 - December 2014
State Street Global Advisors January 2014 - June 2014
Bose Corporation May 2013 - August 2013
Wright Design, Inc. March 2011 - May 2011
Skills
Layout, InDesign, Illustrator, Photoshop, Dreamweaver, Adobe Creative Suite, Typography, Photography, After Effects, Graphic Design, Final Cut Pro, HTML, CSS, Lightroom, PowerPoint, Social Media
Education
Northeastern University 2011 — 2016
Bachelor of Fine Arts, Graphic Design, 5th Year (Senior)
Brian Barron, CFA Brian Barron, CFA's State Street Global Advisors Experience May 2008 - August 2008
Job Investment Risk Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2014 - Present
Pioneer Investments 2012 - June 2014
Brown Brothers Harriman June 2012 - July 2012
Brown Brothers Harriman March 2010 - June 2012
Verbatim Advisory Group December 2009 - March 2010
State Street Global Advisors May 2008 - August 2008
Skills
Investment Strategies, Competitive Analysis, Finance, Bloomberg, Financial Markets, Morningstar Direct, BlackRock Aladdin, Zephyr Style Advisor, Mutual Funds, Lipper, Portfolio Performance..., Portfolio Assessment, Asset Allocation, Investment Management, Investments, Fixed Income, Portfolio Management
Education
Middlebury College 2005 — 2009
Bachelor of Arts, American Studies, Economics
Noble & Greenough 2001 — 2005
Pioneer Investments June 2014 - Present
Pioneer Investments 2012 - June 2014
Brown Brothers Harriman June 2012 - July 2012
Brown Brothers Harriman March 2010 - June 2012
Verbatim Advisory Group December 2009 - March 2010
State Street Global Advisors May 2008 - August 2008
Skills
Investment Strategies, Competitive Analysis, Finance, Bloomberg, Financial Markets, Morningstar Direct, BlackRock Aladdin, Zephyr Style Advisor, Mutual Funds, Lipper, Portfolio Performance..., Portfolio Assessment, Asset Allocation, Investment Management, Investments, Fixed Income, Portfolio Management
Education
Middlebury College 2005 — 2009
Bachelor of Arts, American Studies, Economics
Noble & Greenough 2001 — 2005
Alexandra Hayden Alexandra Hayden's State Street Global Advisors Experience June 2006 - September 2006
Job Transaction Counsel at Harbor Group Consulting, Inc.
Industry Law Practice
Experience
Harbor Group Consulting, Inc. June 2014 - Present
Angelo & Banta, P.A. September 2013 - June 2014
WNF Law, P.L. - Waserstein Nunez & Foodman May 2011 - August 2011
Kings County Civil Court May 2010 - December 2010
New York City Teaching Fellows May 2007 - June 2009
State Street Global Advisors June 2006 - September 2006
Skills
Courts, Trademarks, Corporate Governance, Motions, Depositions, Legal Research, Legal Writing, Lexis, Contract Law, Real Estate Transactions, Contract Negotiation, Mediation, Tax Law
Education
New York Law School 2009 — 2012
Doctor of Law (J.D.)
Mercy College 2007 — 2009
Master of Science (M.S.), Urban Education
Pitzer College 2002 — 2006
Bachelor of Arts (B.A.), Political Studies
Newton South High School 1998 — 2002
Harbor Group Consulting, Inc. June 2014 - Present
Angelo & Banta, P.A. September 2013 - June 2014
WNF Law, P.L. - Waserstein Nunez & Foodman May 2011 - August 2011
Kings County Civil Court May 2010 - December 2010
New York City Teaching Fellows May 2007 - June 2009
State Street Global Advisors June 2006 - September 2006
Skills
Courts, Trademarks, Corporate Governance, Motions, Depositions, Legal Research, Legal Writing, Lexis, Contract Law, Real Estate Transactions, Contract Negotiation, Mediation, Tax Law
Education
New York Law School 2009 — 2012
Doctor of Law (J.D.)
Mercy College 2007 — 2009
Master of Science (M.S.), Urban Education
Pitzer College 2002 — 2006
Bachelor of Arts (B.A.), Political Studies
Newton South High School 1998 — 2002
Elise Jarvi Elise Jarvi's State Street Global Advisors Experience August 2014 - Present
Job Senior Client Service Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors August 2014 - Present
State Street Global Advisors October 2011 - July 2014
Business Intelligence Advisors (BIA) October 2010 - September 2011
Business Intelligence Advisors (BIA) September 2009 - October 2010
Morgan Stanley July 2008 - December 2008
Wellington Management January 2007 - June 2007
Federation for Children with Special Needs July 2006 - October 2006
Gillette January 2006 - August 2006
Make-A-Wish Foundation September 2003 - May 2004
Education
Northeastern University 2004 — 2009
Bachelor of Science Degree in Business Administration, Finance & Insurance and Marketing
Studio Arts Center International 2007 — 2007
Study Abroad Program, Art History, Italian, Writing
State Street Global Advisors August 2014 - Present
State Street Global Advisors October 2011 - July 2014
Business Intelligence Advisors (BIA) October 2010 - September 2011
Business Intelligence Advisors (BIA) September 2009 - October 2010
Morgan Stanley July 2008 - December 2008
Wellington Management January 2007 - June 2007
Federation for Children with Special Needs July 2006 - October 2006
Gillette January 2006 - August 2006
Make-A-Wish Foundation September 2003 - May 2004
Education
Northeastern University 2004 — 2009
Bachelor of Science Degree in Business Administration, Finance & Insurance and Marketing
Studio Arts Center International 2007 — 2007
Study Abroad Program, Art History, Italian, Writing
Rachid Haddi Rachid Haddi's State Street Global Advisors Experience May 2008 - April 2012
Job Vice President at State Street Corporation
Industry Investment Management
Experience
State Street February 2015 - Present
State Street April 2012 - Present
State Street Global Advisors May 2008 - April 2012
Brown Brothers Harriman June 2006 - May 2008
State Street Bank January 2000 - June 2006
Skills
Equities, Asset Management, Middle Office, Back Office, Fixed Income, Derivatives, Bloomberg, Fund Accounting, Securities, Valuation, Emerging Markets, Global Custody, Hedge Funds, Mutual Funds
Education
New England College of Business and Finance 1998 — 1999
Certificate-Pre-employment Program for Financial Services, Finance
EMSI 1996 — 1998
Bachelor, Computer Programming and Management
University Ben M'sik Sidi Othman, Morocco 1993 — 1996
A.S, Mathematics-Physics
State Street February 2015 - Present
State Street April 2012 - Present
State Street Global Advisors May 2008 - April 2012
Brown Brothers Harriman June 2006 - May 2008
State Street Bank January 2000 - June 2006
Skills
Equities, Asset Management, Middle Office, Back Office, Fixed Income, Derivatives, Bloomberg, Fund Accounting, Securities, Valuation, Emerging Markets, Global Custody, Hedge Funds, Mutual Funds
Education
New England College of Business and Finance 1998 — 1999
Certificate-Pre-employment Program for Financial Services, Finance
EMSI 1996 — 1998
Bachelor, Computer Programming and Management
University Ben M'sik Sidi Othman, Morocco 1993 — 1996
A.S, Mathematics-Physics
David Cardella's State Street Global Advisors Experience January 2009 - April 2010
Job Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture December 2013 - Present
Target February 2013 - November 2013
Accenture September 2011 - February 2013
Accenture April 2010 - September 2011
State Street Global Advisors January 2009 - April 2010
SAP September 2008 - December 2008
SAP May 2007 - December 2007
Skills
Business Analysis, Data Analysis, Analytics, Management Consulting, Project Management, Integration, Management, Process Improvement, ERP, Leadership, SAP, Consulting, Strategy, Business Process..., Business Process
Education
Northeastern University 2006 — 2010
BSBA, Business Administration, Finance
Accenture December 2013 - Present
Target February 2013 - November 2013
Accenture September 2011 - February 2013
Accenture April 2010 - September 2011
State Street Global Advisors January 2009 - April 2010
SAP September 2008 - December 2008
SAP May 2007 - December 2007
Skills
Business Analysis, Data Analysis, Analytics, Management Consulting, Project Management, Integration, Management, Process Improvement, ERP, Leadership, SAP, Consulting, Strategy, Business Process..., Business Process
Education
Northeastern University 2006 — 2010
BSBA, Business Administration, Finance
Jasmine N. Richards, CFA Jasmine N. Richards, CFA's State Street Global Advisors Experience July 2011 - September 2013
Job Fund of Funds Analyst Non US Equity at FIS Group
Industry Investment Management
Experience
FIS Group October 2013 - Present
State Street Global Advisors July 2011 - September 2013
J.P. Morgan June 2010 - August 2010
Oppenheimer & Co. September 2008 - March 2010
Oppenheimer & Co. 2006 - 2008
Bear Stearns 2003 - 2006
Skills
Equities, Equity Research, Asset Managment, Fixed Income, Securities, Financial Modeling, Accounting, Series 7, Series 63, Chartered Financial..., Investment Banking, Sales, Investment Management, Emerging Markets, Asset Management, Investments
Education
University of Chicago 2009 — 2011
MBA
University of the Witwatersrand - Wits Business School 2011 — 2011
MBA, International Exchange Program
Massachusetts Institute of Technology 1998 — 2002
Middlesex School 1994 — 1998
High School Diploma
FIS Group October 2013 - Present
State Street Global Advisors July 2011 - September 2013
J.P. Morgan June 2010 - August 2010
Oppenheimer & Co. September 2008 - March 2010
Oppenheimer & Co. 2006 - 2008
Bear Stearns 2003 - 2006
Skills
Equities, Equity Research, Asset Managment, Fixed Income, Securities, Financial Modeling, Accounting, Series 7, Series 63, Chartered Financial..., Investment Banking, Sales, Investment Management, Emerging Markets, Asset Management, Investments
Education
University of Chicago 2009 — 2011
MBA
University of the Witwatersrand - Wits Business School 2011 — 2011
MBA, International Exchange Program
Massachusetts Institute of Technology 1998 — 2002
Middlesex School 1994 — 1998
High School Diploma
Chelsea McCarthy's State Street Global Advisors Experience January 2011 - June 2011
Job Web Development
Industry Internet
Diem Phan's State Street Global Advisors Experience January 2015 - Present
Job Client Relationship Management, Business Analyst at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors January 2015 - Present
Marsh & McLennan Companies, Inc. February 2014 - August 2014
Mito Sushi July 2013 - August 2013
Plymouth Rock Assurance July 2012 - December 2012
City Life Vida Urbana February 2012 - April 2012
Diem Trinh Bridal June 2010 - August 2010
Skills
Customer Service, Teamwork, Microsoft Excel, Leadership, Data Entry, French, Project Planning, Data Analysis, Access, Microsoft Word, PowerPoint, Sales, Time Management, Financial Analysis, Finance, Outlook, MS Word, MS Excel, MS PowerPoint
Education
Northeastern University 2011 — 2015
Bachelor of Science in International Business - French, Finance
Reims Management School 2013 — 2013
Bishop Denis J. O'connell 2007 — 2009
High School Diploma
State Street Global Advisors January 2015 - Present
Marsh & McLennan Companies, Inc. February 2014 - August 2014
Mito Sushi July 2013 - August 2013
Plymouth Rock Assurance July 2012 - December 2012
City Life Vida Urbana February 2012 - April 2012
Diem Trinh Bridal June 2010 - August 2010
Skills
Customer Service, Teamwork, Microsoft Excel, Leadership, Data Entry, French, Project Planning, Data Analysis, Access, Microsoft Word, PowerPoint, Sales, Time Management, Financial Analysis, Finance, Outlook, MS Word, MS Excel, MS PowerPoint
Education
Northeastern University 2011 — 2015
Bachelor of Science in International Business - French, Finance
Reims Management School 2013 — 2013
Bishop Denis J. O'connell 2007 — 2009
High School Diploma
Jeanne Kessinger Brown Jeanne Kessinger Brown's State Street Global Advisors Experience 1994 - 1997
Job Senior Director, Marketing & Communications at Pacific Resources
Industry Marketing and Advertising
Experience
Pacific Resources January 2015 - Present
Freelance Contract September 2008 - December 2014
ITSMA May 2010 - March 2013
Accenture January 2009 - August 2010
Accenture January 1998 - June 2008
State Street Global Advisors 1994 - 1997
Skills
Writing, Strategic Communications, Internal Communications, Copywriting, Newsletters, Executive Communications, Blogging, B2B Marketing, Web Content Management, Social Media Marketing, Strategy, Social Media, Integrated Marketing, Marketing, Marketing Strategy
Education
Middlebury College 1988 — 1992
Bachelor's
Pacific Resources January 2015 - Present
Freelance Contract September 2008 - December 2014
ITSMA May 2010 - March 2013
Accenture January 2009 - August 2010
Accenture January 1998 - June 2008
State Street Global Advisors 1994 - 1997
Skills
Writing, Strategic Communications, Internal Communications, Copywriting, Newsletters, Executive Communications, Blogging, B2B Marketing, Web Content Management, Social Media Marketing, Strategy, Social Media, Integrated Marketing, Marketing, Marketing Strategy
Education
Middlebury College 1988 — 1992
Bachelor's
Catherina MacNeill Catherina MacNeill's State Street Global Advisors Experience 1996 - 1998
Job Compliance Analyst, Assistant Vice President at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
State Street Bank September 2010 - Present
State Street Bank 2007 - 2010
State Street Bank 1998 - 2007
State Street Global Advisors 1996 - 1998
State Street Global Advisors 1994 - 1996
Skills
Excel, Word, Power..., Mutual Funds, Project Management, Risk Management, Process Improvement, Lean Thinking, Customer Service, Strategic Communications, Corporate Actions, Derivatives, Banking, Accounting, Business Analysis, Financial Services
Education
Suffolk University 1993 — 1994
Master of Science (M.S.), Taxation
Westfield State College 1987 — 1990
Bachelor of Science (BS), Accounting
Massasoit Community College 1986 — 1987
State Street June 2015 - Present
State Street Bank September 2010 - Present
State Street Bank 2007 - 2010
State Street Bank 1998 - 2007
State Street Global Advisors 1996 - 1998
State Street Global Advisors 1994 - 1996
Skills
Excel, Word, Power..., Mutual Funds, Project Management, Risk Management, Process Improvement, Lean Thinking, Customer Service, Strategic Communications, Corporate Actions, Derivatives, Banking, Accounting, Business Analysis, Financial Services
Education
Suffolk University 1993 — 1994
Master of Science (M.S.), Taxation
Westfield State College 1987 — 1990
Bachelor of Science (BS), Accounting
Massasoit Community College 1986 — 1987
Cheryl McCaffrey's State Street Global Advisors Experience September 2014 - Present
Job Senior Production Artist, State Street Global Advisors
Industry Design
Experience
State Street Global Advisors September 2014 - Present
Cambridge BioMarketing 2011 - August 2014
Cambridge BioMarketing 2008 - 2011
MFS Investment Management 2008 - 2008
State Street 2006 - 2008
HomeWorks Media Group 2004 - 2006
Commonwealth Financial Network 2003 - 2004
Hull Creative Group 2000 - 2001
Hill Holliday 1998 - 2000
Skills
Graphic Design, Photoshop, Illustrator, Typography, Graphics, InDesign, Web Design, HTML 5, Interaction Design, CSS, Wireframes, Art Direction, User Experience, Art, User-centered Design, Logo Design, Layout, Creative Direction, HTML5, QuarkXPress, Corporate Identity, Adobe Creative Suite, Brochures, Creative Strategy, Corporate Branding, Mac, Brand Development, Collateral, Adobe Acrobat, Studio Art
Education
Loyola University New Orleans 1994 — 1998
Bachelor of Arts (BA), Advertising and Graphic Design
Massachusetts College of Art 2011 — 2012
Continuing Education, Web Design
State Street Global Advisors September 2014 - Present
Cambridge BioMarketing 2011 - August 2014
Cambridge BioMarketing 2008 - 2011
MFS Investment Management 2008 - 2008
State Street 2006 - 2008
HomeWorks Media Group 2004 - 2006
Commonwealth Financial Network 2003 - 2004
Hull Creative Group 2000 - 2001
Hill Holliday 1998 - 2000
Skills
Graphic Design, Photoshop, Illustrator, Typography, Graphics, InDesign, Web Design, HTML 5, Interaction Design, CSS, Wireframes, Art Direction, User Experience, Art, User-centered Design, Logo Design, Layout, Creative Direction, HTML5, QuarkXPress, Corporate Identity, Adobe Creative Suite, Brochures, Creative Strategy, Corporate Branding, Mac, Brand Development, Collateral, Adobe Acrobat, Studio Art
Education
Loyola University New Orleans 1994 — 1998
Bachelor of Arts (BA), Advertising and Graphic Design
Massachusetts College of Art 2011 — 2012
Continuing Education, Web Design
John C. Murphy John C. Murphy's State Street Global Advisors Experience April 2008 - April 2011
Job Vice President/Director at State Street
Industry Information Technology and Services
Experience
State Street Corporation December 2013 - Present
Local CIO Consulting February 2012 - Present
State Street Corporation February 2013 - December 2013
eSentio Technologies April 2011 - January 2012
State Street Global Advisors April 2008 - April 2011
Murphy Consulting August 2007 - April 2008
Goulston & Storrs July 2001 - July 2007
Hill & Barlow January 2000 - June 2001
BankBoston October 1994 - October 1999
Boston University 1992 - 1994
Skills
IT Strategy, Optimization, IT Management, Business Continuity, Infrastructure Planning, Process Improvement, Vendor Management, Budget Analysis, Project Execution, Client Service, Strategic Planning, Project Management, Infrastructure, Financial Services, ITIL, Servers, Budgets, Disaster Recovery, Optimizations, Data Center, Security, Enterprise Architecture, Windows Server, Active Directory, Information Technology, Virtualization, Networking, Program Management, Integration, SDLC, Management, System Administration, Leadership, SharePoint, Consulting, IT Operations, Cloud Computing, IT Service Management, Business Analysis, Enterprise Software, Outsourcing, Professional Services, SaaS, Project Portfolio...
Education
New England School of Law 1994 — 1998
Juris Doctor
University of Massachusetts Lowell 1987 — 1990
BS
University of Massachusetts, Amherst 1985 — 1986
State Street Corporation December 2013 - Present
Local CIO Consulting February 2012 - Present
State Street Corporation February 2013 - December 2013
eSentio Technologies April 2011 - January 2012
State Street Global Advisors April 2008 - April 2011
Murphy Consulting August 2007 - April 2008
Goulston & Storrs July 2001 - July 2007
Hill & Barlow January 2000 - June 2001
BankBoston October 1994 - October 1999
Boston University 1992 - 1994
Skills
IT Strategy, Optimization, IT Management, Business Continuity, Infrastructure Planning, Process Improvement, Vendor Management, Budget Analysis, Project Execution, Client Service, Strategic Planning, Project Management, Infrastructure, Financial Services, ITIL, Servers, Budgets, Disaster Recovery, Optimizations, Data Center, Security, Enterprise Architecture, Windows Server, Active Directory, Information Technology, Virtualization, Networking, Program Management, Integration, SDLC, Management, System Administration, Leadership, SharePoint, Consulting, IT Operations, Cloud Computing, IT Service Management, Business Analysis, Enterprise Software, Outsourcing, Professional Services, SaaS, Project Portfolio...
Education
New England School of Law 1994 — 1998
Juris Doctor
University of Massachusetts Lowell 1987 — 1990
BS
University of Massachusetts, Amherst 1985 — 1986
Andrea Au's State Street Global Advisors Experience 2015 - Present
Job Head of Risk Analytics at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors 2015 - Present
State Street Global Advisors 2009 - 2015
State Street Global Advisors 2007 - 2008
State Street Global Advisors 2004 - 2007
The Brattle Group 2002 - 2004
Massachusetts Institute of Technology - Sloan Business School 2002 - 2003
Skills
Portfolio Management, Equities, Capital Markets, Valuation, Risk Management, Quantitative Analytics, Investment Strategies, Investments, Financial Modeling, Asset Allocation, Investment Management, Financial Risk, Securities, Trading, Hedge Funds, ETFs, Oral & Written..., Project Management, Securities Lending, Finance, Asset Management, Derivatives, Stress Testing, Liquidity Risk, Model Risk
Education
Massachusetts Institute of Technology 1998 — 2002
Bachelor of Science
Punahou School 1992 — 1998
High School
State Street Global Advisors 2015 - Present
State Street Global Advisors 2009 - 2015
State Street Global Advisors 2007 - 2008
State Street Global Advisors 2004 - 2007
The Brattle Group 2002 - 2004
Massachusetts Institute of Technology - Sloan Business School 2002 - 2003
Skills
Portfolio Management, Equities, Capital Markets, Valuation, Risk Management, Quantitative Analytics, Investment Strategies, Investments, Financial Modeling, Asset Allocation, Investment Management, Financial Risk, Securities, Trading, Hedge Funds, ETFs, Oral & Written..., Project Management, Securities Lending, Finance, Asset Management, Derivatives, Stress Testing, Liquidity Risk, Model Risk
Education
Massachusetts Institute of Technology 1998 — 2002
Bachelor of Science
Punahou School 1992 — 1998
High School
Emily Montgomery Emily Montgomery's State Street Global Advisors Experience June 2015 - Present
Job IT Architecture Coop at State Street
Industry Computer Software
Experience
State Street Global Advisors June 2015 - Present
State Street Global Advisors June 2014 - December 2014
West Texas IT Consulting May 2012 - December 2013
Lone Star Abstract June 2009 - August 2011
Skills
Java, Eclipse, OS X, HTML, JavaScript, Scheme, Windows, Linux, ACL2S, Mac OS X, C, Programming, PowerPoint, Project Management, Windows Server, Scrum, Object Oriented Design, Git, IBM Rational, IBM Cognos, Tableau, Active Directory, SharePoint, MIPS Assembly
Education
Northeastern University 2011 — 2016
Bachelor of Science, Information Science
Robert E. Lee High School 2007 — 2011
High School Diploma, Honors/AP, 3.7
State Street Global Advisors June 2015 - Present
State Street Global Advisors June 2014 - December 2014
West Texas IT Consulting May 2012 - December 2013
Lone Star Abstract June 2009 - August 2011
Skills
Java, Eclipse, OS X, HTML, JavaScript, Scheme, Windows, Linux, ACL2S, Mac OS X, C, Programming, PowerPoint, Project Management, Windows Server, Scrum, Object Oriented Design, Git, IBM Rational, IBM Cognos, Tableau, Active Directory, SharePoint, MIPS Assembly
Education
Northeastern University 2011 — 2016
Bachelor of Science, Information Science
Robert E. Lee High School 2007 — 2011
High School Diploma, Honors/AP, 3.7
Syed Najeebuddin, CFA Syed Najeebuddin, CFA's State Street Global Advisors Experience June 2005 - Present
Job VP/Business Systems Development Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 2005 - Present
netNumina Solutions Inc/Keane, Inc./now as NTT Data February 2000 - June 2005
Millennium Software (Pvt) Limited 1998 - 1999
Skills
SDLC, Financial Services, Enterprise Architecture, Resource Management, Object Oriented Design, Business Analysis, Financial Statement..., Fixed Income, Equity Portfolio..., Risk Management, Alternative Investments, GIPS, Quantitative Analytics, Corporate Finance, Derivatives, Requirements Gathering, Java, Database Design, C++, Oracle, IT Strategy, Agile Methodologies, Business Requirements, Software Project..., ETL, Business Intelligence, Data Warehousing, Vendor Management
Education
NED University of Engineering and Technology 1993 — 1998
BE, Computer Systems Engineering
State Street Global Advisors June 2005 - Present
netNumina Solutions Inc/Keane, Inc./now as NTT Data February 2000 - June 2005
Millennium Software (Pvt) Limited 1998 - 1999
Skills
SDLC, Financial Services, Enterprise Architecture, Resource Management, Object Oriented Design, Business Analysis, Financial Statement..., Fixed Income, Equity Portfolio..., Risk Management, Alternative Investments, GIPS, Quantitative Analytics, Corporate Finance, Derivatives, Requirements Gathering, Java, Database Design, C++, Oracle, IT Strategy, Agile Methodologies, Business Requirements, Software Project..., ETL, Business Intelligence, Data Warehousing, Vendor Management
Education
NED University of Engineering and Technology 1993 — 1998
BE, Computer Systems Engineering
Tyler Calder's State Street Global Advisors Experience June 2012 - August 2012
Job Private Client Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management May 2015 - Present
U.S. Trust July 2013 - May 2015
State Street Global Advisors June 2012 - August 2012
State Street Bank June 2010 - August 2011
Ed Martin Plumbing May 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Hoovers, CRM, Morningstar, Teamwork, Bloomberg, Fixed Income, Portfolio Management
Education
Merrimack College 2009 — 2013
Bachelor of Science in Business Administration, Finance, General, Senior
Richmond, The American International University in Rome 2011 — 2011
Semester Abroad, Finance, General, N/A
Bernstein Private Wealth Management May 2015 - Present
U.S. Trust July 2013 - May 2015
State Street Global Advisors June 2012 - August 2012
State Street Bank June 2010 - August 2011
Ed Martin Plumbing May 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Hoovers, CRM, Morningstar, Teamwork, Bloomberg, Fixed Income, Portfolio Management
Education
Merrimack College 2009 — 2013
Bachelor of Science in Business Administration, Finance, General, Senior
Richmond, The American International University in Rome 2011 — 2011
Semester Abroad, Finance, General, N/A
David Nicosia's State Street Global Advisors Experience 2007 - 2010
Job Institutional Distribution
Industry Investment Management
Experience
PNC Capital Advisors, LLC 2015 - Present
Nook Gate Consulting 2013 - 2014
Maryland Capital Management 2011 - 2013
State Street Global Advisors 2007 - 2010
Old Mutual Asset Management 2002 - 2007
AllianceBernstein 2000 - 2002
Education
Mount St. Mary's University
Master of Business Administration (M.B.A.)
Mount St. Mary's University
Bachelor of Arts (B.A.), Rhetoric - Classics, Philosophy & Theology Emphasis
PNC Capital Advisors, LLC 2015 - Present
Nook Gate Consulting 2013 - 2014
Maryland Capital Management 2011 - 2013
State Street Global Advisors 2007 - 2010
Old Mutual Asset Management 2002 - 2007
AllianceBernstein 2000 - 2002
Education
Mount St. Mary's University
Master of Business Administration (M.B.A.)
Mount St. Mary's University
Bachelor of Arts (B.A.), Rhetoric - Classics, Philosophy & Theology Emphasis
Jason Dugdale Jason Dugdale's State Street Global Advisors Experience August 2014 - Present
Job Portfolio Admin Manager State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors August 2014 - Present
State Street Bank November 2010 - August 2014
State Street September 2006 - November 2010
State Street Bank October 2002 - June 2003
Skills
Leadership, Financial Analysis, Securities, Financial Services, Management, Fixed Income, Equities, Derivatives, Asset Management, Fund Accounting, Hedge Funds, Corporate Actions, Investments, Risk Management
Education
Newbury College 1990 — 1994
State Street Global Advisors August 2014 - Present
State Street Bank November 2010 - August 2014
State Street September 2006 - November 2010
State Street Bank October 2002 - June 2003
Skills
Leadership, Financial Analysis, Securities, Financial Services, Management, Fixed Income, Equities, Derivatives, Asset Management, Fund Accounting, Hedge Funds, Corporate Actions, Investments, Risk Management
Education
Newbury College 1990 — 1994
Cheryl Sullivan's State Street Global Advisors Experience April 2000 - June 2006
Job Field Support Coordinator, Dunkin' Brands
Industry Food & Beverages
Experience
Dunkin' Brands July 2013 - Present
Mortgage Master August 2012 - June 2013
Lincoln Peak Partners August 2011 - February 2012
State Street July 2006 - March 2011
State Street Global Advisors April 2000 - June 2006
State Street Global Advisors April 1998 - March 2002
Boston Financial Data Services 1997 - 1999
Boston Financial Data Services 1996 - 1997
Stanish Village at Lower Mills 1996 - 1997
Skills
Financial Services, Recruiting, Human Resources, Marketing, Event Planning, Administrative..., Onboarding, Social Media, Interviews, Office Management, CRM, Spreadsheets
Education
Massachusetts College of Liberal Arts 1991 — 1996
BA, Sociology
Milton High School 1987 — 1991
Dunkin' Brands July 2013 - Present
Mortgage Master August 2012 - June 2013
Lincoln Peak Partners August 2011 - February 2012
State Street July 2006 - March 2011
State Street Global Advisors April 2000 - June 2006
State Street Global Advisors April 1998 - March 2002
Boston Financial Data Services 1997 - 1999
Boston Financial Data Services 1996 - 1997
Stanish Village at Lower Mills 1996 - 1997
Skills
Financial Services, Recruiting, Human Resources, Marketing, Event Planning, Administrative..., Onboarding, Social Media, Interviews, Office Management, CRM, Spreadsheets
Education
Massachusetts College of Liberal Arts 1991 — 1996
BA, Sociology
Milton High School 1987 — 1991
Ornella Combaluzier, CFA Ornella Combaluzier, CFA's State Street Global Advisors Experience April 2012 - Present
Job Investment Risk Manager at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors April 2012 - Present
State Street Global Advisors March 2007 - March 2012
State Street Global Advisors March 2005 - March 2007
Skills
Market Risk, Risk Management, Capital Markets, Investment Strategies, Asset Allocation, MSCI BarraOne, Derivatives, BarCap POINT, Equities, Bloomberg, Currency, Factset, Mutual Funds, Collateral Management, SunGard APT
Education
CFA Institute
Chartered Financial Analyst
Canadian Securities Institute 2003 — 2004
CSC, Canadian Securities Course
McGill University 1999 — 2003
BCom, Management - Major in Finance
Montreal Stock Exchange 2002 — 2002
Certificate in Derivatives
State Street Global Advisors April 2012 - Present
State Street Global Advisors March 2007 - March 2012
State Street Global Advisors March 2005 - March 2007
Skills
Market Risk, Risk Management, Capital Markets, Investment Strategies, Asset Allocation, MSCI BarraOne, Derivatives, BarCap POINT, Equities, Bloomberg, Currency, Factset, Mutual Funds, Collateral Management, SunGard APT
Education
CFA Institute
Chartered Financial Analyst
Canadian Securities Institute 2003 — 2004
CSC, Canadian Securities Course
McGill University 1999 — 2003
BCom, Management - Major in Finance
Montreal Stock Exchange 2002 — 2002
Certificate in Derivatives
Michael Cullinan Michael Cullinan's State Street Global Advisors Experience 2007 - 2007
Job Sr. Product Manager, Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters June 2014 - June 2015
Thomson Reuters February 2012 - June 2014
Skunkworks.vn 2010 - 2011
BNY ConvergEx 2008 - 2009
State Street Global Advisors 2007 - 2007
Skills
Agile Methodologies, Business Analysis, Mobile Devices, Agile Project Management, Mobile Applications, Scrum, Project Management, Market Data, Product Development, Competitive Analysis, Product Marketing, Software Development, Financial Markets, Electronic Trading, Strategy, Trading Systems, User Experience, Fixed Income, Business Strategy, Equities, Web Applications, E-commerce, Java
Education
Northeastern University
B.S. Business Administration, M.S. International Affairs
Thomson Reuters June 2014 - June 2015
Thomson Reuters February 2012 - June 2014
Skunkworks.vn 2010 - 2011
BNY ConvergEx 2008 - 2009
State Street Global Advisors 2007 - 2007
Skills
Agile Methodologies, Business Analysis, Mobile Devices, Agile Project Management, Mobile Applications, Scrum, Project Management, Market Data, Product Development, Competitive Analysis, Product Marketing, Software Development, Financial Markets, Electronic Trading, Strategy, Trading Systems, User Experience, Fixed Income, Business Strategy, Equities, Web Applications, E-commerce, Java
Education
Northeastern University
B.S. Business Administration, M.S. International Affairs
Lee Aaron Cruz's State Street Global Advisors Experience June 2009 - January 2010
Job Associate, Investment Services at NYL Investors
Industry Investment Management
Experience
NYL Investors August 2012 - Present
Manulife Asset Management January 2012 - May 2012
John Hancock Life Insurance Company (U.S.A.) July 2011 - January 2012
Manulife Asset Management July 2010 - July 2011
State Street Global Advisors June 2009 - January 2010
Education
Northeastern University 2007 — 2012
Bachelor of Science
Brewster High School
NYL Investors August 2012 - Present
Manulife Asset Management January 2012 - May 2012
John Hancock Life Insurance Company (U.S.A.) July 2011 - January 2012
Manulife Asset Management July 2010 - July 2011
State Street Global Advisors June 2009 - January 2010
Education
Northeastern University 2007 — 2012
Bachelor of Science
Brewster High School
Robert Pellerin Robert Pellerin's State Street Global Advisors Experience June 1999 - August 2010
Job Vice President Manager of IT and Information Security
Industry Information Technology and Services
Experience
Breuer & Co. August 2012 - Present
Hewlett-Packard August 2010 - August 2012
State Street Global Advisors June 1999 - August 2010
Digital Equipment Corporation October 1995 - June 1999
Price Waterhouse Coopers 1990 - 1995
Skills
Cloud Computing, IT Strategy, Pre-sales, Data Center, Storage, Disaster Recovery, Vendor Management, Unix, Architecture, Information Security, Virtualization, HP, Information Technology, Enterprise Architecture, Infrastructure, Service Delivery, Management, IT Service Management, IT Management, Storage Area Networks, Project Delivery, Business Continuity, Enterprise Software, IT Operations, Outsourcing, IT Outsourcing, Strategic Partnerships, BPO, Requirements Analysis, Business Analysis, Professional Services, Solution Selling, High Availability, Business Process, VMware, SaaS, ITIL, Architectures
Education
Mount Washington College
Associate, Computer Science
Southern New Hampshire University
BS, Business
Breuer & Co. August 2012 - Present
Hewlett-Packard August 2010 - August 2012
State Street Global Advisors June 1999 - August 2010
Digital Equipment Corporation October 1995 - June 1999
Price Waterhouse Coopers 1990 - 1995
Skills
Cloud Computing, IT Strategy, Pre-sales, Data Center, Storage, Disaster Recovery, Vendor Management, Unix, Architecture, Information Security, Virtualization, HP, Information Technology, Enterprise Architecture, Infrastructure, Service Delivery, Management, IT Service Management, IT Management, Storage Area Networks, Project Delivery, Business Continuity, Enterprise Software, IT Operations, Outsourcing, IT Outsourcing, Strategic Partnerships, BPO, Requirements Analysis, Business Analysis, Professional Services, Solution Selling, High Availability, Business Process, VMware, SaaS, ITIL, Architectures
Education
Mount Washington College
Associate, Computer Science
Southern New Hampshire University
BS, Business
Richard Fontes, CFA Richard Fontes, CFA's State Street Global Advisors Experience September 2008 - March 2011
Job Client Advocacy Analyst at State Street Global Advisors
Industry Research
Experience
State Street June 2014 - Present
Wellington Management February 2013 - June 2014
Strategy Analytics March 2011 - July 2012
State Street Global Advisors September 2008 - March 2011
Fidelity Investments January 2007 - June 2007
Harvard University Real Estate May 2005 - August 2006
Skills
Financial Analysis, Financial Modeling, Asset Allocation, Market Research, Market Analysis, Industry Analysis, Industry Research, Broadband Networks, Pay TV, Strategy, Competitive Analysis
Education
Merrimack College 2003 — 2008
Bachelor of Science, Business Administration; Finance
State Street June 2014 - Present
Wellington Management February 2013 - June 2014
Strategy Analytics March 2011 - July 2012
State Street Global Advisors September 2008 - March 2011
Fidelity Investments January 2007 - June 2007
Harvard University Real Estate May 2005 - August 2006
Skills
Financial Analysis, Financial Modeling, Asset Allocation, Market Research, Market Analysis, Industry Analysis, Industry Research, Broadband Networks, Pay TV, Strategy, Competitive Analysis
Education
Merrimack College 2003 — 2008
Bachelor of Science, Business Administration; Finance
Lisa Ziino-Mobilia Lisa Ziino-Mobilia's State Street Global Advisors Experience January 2014 - Present
Job State Street Global Advisors | Administration Assistant, Senior Associate
Industry Financial Services
Experience
State Street Global Advisors January 2014 - Present
Symmetric Capital January 2012 - September 2013
Putnam Investments January 2001 - January 2012
Flagship Ventures January 2000 - January 2001
KMI/PAREXEL January 1999 - January 2000
Dragon Systems Inc January 1998 - January 1999
Putnam Investments January 1997 - January 1998
Greater Boston Manufacturing Partnership, Inc January 1995 - January 1997
Wellesley Group Inc January 1985 - January 1995
Skills
Lotus Notes, Travel Arrangements, Invoicing, Human Resources, Calendars, Spreadsheets, Payroll, PowerPoint, Management, Process Scheduler, Finance, Accounting, Marketing, Training, Employee Benefits
Education
Massachusetts Bay Community College
Associates Degree, General Business
State Street Global Advisors January 2014 - Present
Symmetric Capital January 2012 - September 2013
Putnam Investments January 2001 - January 2012
Flagship Ventures January 2000 - January 2001
KMI/PAREXEL January 1999 - January 2000
Dragon Systems Inc January 1998 - January 1999
Putnam Investments January 1997 - January 1998
Greater Boston Manufacturing Partnership, Inc January 1995 - January 1997
Wellesley Group Inc January 1985 - January 1995
Skills
Lotus Notes, Travel Arrangements, Invoicing, Human Resources, Calendars, Spreadsheets, Payroll, PowerPoint, Management, Process Scheduler, Finance, Accounting, Marketing, Training, Employee Benefits
Education
Massachusetts Bay Community College
Associates Degree, General Business
Todd Hedrick Todd Hedrick's State Street Global Advisors Experience September 1999 - July 2000
Job Benefits Specialist at Covidien
Industry Human Resources
Experience
Covidien July 2012 - Present
Covidien 2009 - July 2012
Integrated Benefit Solutions, Inc. December 2007 - October 2008
Jack Conway & Company, Inc. Realtor August 2006 - September 2007
Integrated Benefit Solutions, Inc. June 2000 - June 2006
State Street Global Advisors September 1999 - July 2000
Putnam Investments 1998 - 1999
Skills
PeopleSoft, Employee Benefits, HRIS, Payroll, 401k, Human Resources, Onboarding, Employee Relations, Benefits Administration, Succession Planning, HR Policies, Leadership, Software Documentation, Finance, Workforce Planning, Training, HR Consulting, College Recruiting, Talent Acquisition, Talent Management, Recruiting, Performance Management, Applicant Tracking..., Personnel Management, Program Management
Education
Massasoit Community College 1993 — 1996
Associates, Business Administration
Covidien July 2012 - Present
Covidien 2009 - July 2012
Integrated Benefit Solutions, Inc. December 2007 - October 2008
Jack Conway & Company, Inc. Realtor August 2006 - September 2007
Integrated Benefit Solutions, Inc. June 2000 - June 2006
State Street Global Advisors September 1999 - July 2000
Putnam Investments 1998 - 1999
Skills
PeopleSoft, Employee Benefits, HRIS, Payroll, 401k, Human Resources, Onboarding, Employee Relations, Benefits Administration, Succession Planning, HR Policies, Leadership, Software Documentation, Finance, Workforce Planning, Training, HR Consulting, College Recruiting, Talent Acquisition, Talent Management, Recruiting, Performance Management, Applicant Tracking..., Personnel Management, Program Management
Education
Massasoit Community College 1993 — 1996
Associates, Business Administration
Lindsay Hirdt's State Street Global Advisors Experience April 2011 - May 2012
Job Marketing & Enrollment Coordinator at IvyWise
Industry Education Management
Experience
IvyWise May 2014 - Present
Defy Media March 2013 - April 2014
Defy Media (formerly Alloy Digital) October 2012 - March 2013
State Street Global Advisors April 2011 - May 2012
State Street Global Advisors March 2010 - April 2011
Skills
Technical Writing, Marketing Communications, Research, Microsoft Office, InDesign, Google Analytics, Social Media, Digital Media, Media Planning, Salesforce.com, comScore, Digital Strategy, Integrated Marketing
Education
Northeastern University 2005 — 2009
Bachelor of Arts
The University of Edinburgh
IvyWise May 2014 - Present
Defy Media March 2013 - April 2014
Defy Media (formerly Alloy Digital) October 2012 - March 2013
State Street Global Advisors April 2011 - May 2012
State Street Global Advisors March 2010 - April 2011
Skills
Technical Writing, Marketing Communications, Research, Microsoft Office, InDesign, Google Analytics, Social Media, Digital Media, Media Planning, Salesforce.com, comScore, Digital Strategy, Integrated Marketing
Education
Northeastern University 2005 — 2009
Bachelor of Arts
The University of Edinburgh
Jairo Minaya Jairo Minaya's State Street Global Advisors Experience January 2015 - July 2015
Job Accounts Payable Specialist at CrossRef
Industry Financial Services
Experience
Crossref August 2015 - Present
State Street Global Advisors January 2015 - July 2015
Year Up September 2014 - July 2015
All Checks Cashed March 2014 - August 2014
Equitable Co-op Bank October 2011 - July 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Leadership, Social Media, Research, Time Management, Teamwork, Event Planning, Team Leadership, Outlook
Education
Year Up 2014 — 2015
Accounting and Finance
North Shore Community College 2012 — 2014
General Studies
Lynn English High School 2007 — 2011
General Studies
Crossref August 2015 - Present
State Street Global Advisors January 2015 - July 2015
Year Up September 2014 - July 2015
All Checks Cashed March 2014 - August 2014
Equitable Co-op Bank October 2011 - July 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Leadership, Social Media, Research, Time Management, Teamwork, Event Planning, Team Leadership, Outlook
Education
Year Up 2014 — 2015
Accounting and Finance
North Shore Community College 2012 — 2014
General Studies
Lynn English High School 2007 — 2011
General Studies
Neil Wagner Neil Wagner's State Street Global Advisors Experience 2001 - 2004
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2011 - Present
Neil Wagner Financial Services December 2004 - October 2011
State Street Global Advisors 2001 - 2004
Skills
IRA's, Retirement Planning, Long Term Care, Estate Planning, 401k, College Funding, Training and Development, IRAs, Long-term Care, Disability Insurance, Finance, Financial Advisory, Financial Planners, Financial Planning, Financial Services, Fixed Annuities, Insurance
Education
Mars Hill College 1996 — 2000
BS, Marketing
Bridgton Academy 1995 — 1996
PG, Post Graduate
New Bedford High School 1991 — 1995
High School
New York Life Insurance Company October 2011 - Present
Neil Wagner Financial Services December 2004 - October 2011
State Street Global Advisors 2001 - 2004
Skills
IRA's, Retirement Planning, Long Term Care, Estate Planning, 401k, College Funding, Training and Development, IRAs, Long-term Care, Disability Insurance, Finance, Financial Advisory, Financial Planners, Financial Planning, Financial Services, Fixed Annuities, Insurance
Education
Mars Hill College 1996 — 2000
BS, Marketing
Bridgton Academy 1995 — 1996
PG, Post Graduate
New Bedford High School 1991 — 1995
High School
Jameson Dunn Jameson Dunn's State Street Global Advisors Experience June 2014 - August 2014
Job Trading/ Portfolio Management Specialist at John G. Ullman & Associates
Industry Investment Management
Experience
State Street Global Advisors June 2014 - August 2014
Northwestern Mutual September 2013 - May 2014
Northwestern Mutual May 2013 - August 2013
College Pro March 2012 - September 2012
Dunn’s Remolding June 2008 - August 2011
Skills
Teamwork, Leadership, Capital Markets, Equity Trading, Research, Asset Allocation, Market Analysis, Qualitative Research, Quantitative Analytics, Competitive Analysis, Financial Analysis, Public Speaking, Sales, Networking, Written & Oral..., Communication, Bloomberg Terminal, Microsoft Excel, PowerPoint, Advent
Education
Merrimack College 2011 — 2015
Bachelor of Science in Business Administration, Concentration: Finance, Secondary Major: Economics
Weymouth High School 2006 — 2010
State Street Global Advisors June 2014 - August 2014
Northwestern Mutual September 2013 - May 2014
Northwestern Mutual May 2013 - August 2013
College Pro March 2012 - September 2012
Dunn’s Remolding June 2008 - August 2011
Skills
Teamwork, Leadership, Capital Markets, Equity Trading, Research, Asset Allocation, Market Analysis, Qualitative Research, Quantitative Analytics, Competitive Analysis, Financial Analysis, Public Speaking, Sales, Networking, Written & Oral..., Communication, Bloomberg Terminal, Microsoft Excel, PowerPoint, Advent
Education
Merrimack College 2011 — 2015
Bachelor of Science in Business Administration, Concentration: Finance, Secondary Major: Economics
Weymouth High School 2006 — 2010
Eric Szymczyk Eric Szymczyk's State Street Global Advisors Experience June 2004 - December 2004
Job System Administrator at Biologics, Inc.
Industry Information Technology and Services
Experience
Biologics, Inc. April 2015 - Present
Biologics, Inc. April 2012 - March 2015
PAN Communications December 2009 - April 2012
MC Communications, LLC June 2007 - March 2009
Massachusetts Department of Industrial Accidents July 2006 - December 2006
The Gillette Company / Procter & Gamble June 2005 - June 2006
State Street Global Advisors June 2004 - December 2004
Skills
Windows Server, Disaster Recovery, Windows 7, Technical Support, Troubleshooting, Customer Service, Microsoft Exchange, Cloud Computing, Active Directory, Project Management, Servers
Education
Northeastern University 2002 — 2007
BS
Biologics, Inc. April 2015 - Present
Biologics, Inc. April 2012 - March 2015
PAN Communications December 2009 - April 2012
MC Communications, LLC June 2007 - March 2009
Massachusetts Department of Industrial Accidents July 2006 - December 2006
The Gillette Company / Procter & Gamble June 2005 - June 2006
State Street Global Advisors June 2004 - December 2004
Skills
Windows Server, Disaster Recovery, Windows 7, Technical Support, Troubleshooting, Customer Service, Microsoft Exchange, Cloud Computing, Active Directory, Project Management, Servers
Education
Northeastern University 2002 — 2007
BS
Christopher Cotter Christopher Cotter's State Street Global Advisors Experience February 2015 - Present
Job Vice President, ETF Sales at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors February 2015 - Present
State Street Global Advisors November 2005 - Present
Education
Middlebury College 2001 — 2005
B.A., History
Belmont Hill School 1995 — 2001
State Street Global Advisors February 2015 - Present
State Street Global Advisors November 2005 - Present
Education
Middlebury College 2001 — 2005
B.A., History
Belmont Hill School 1995 — 2001
Changliao Gao's State Street Global Advisors Experience July 2015 - Present
Job CRM Data Analyst at State Street Global Advisors
Industry Higher Education
Experience
State Street Global Advisors July 2015 - Present
Agricultural Bank of China May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Budgets, Time Management, Marketing, Corporate Social..., Critical Thinking, Public Speaking, Coordinating Events, Social Networking, Access
Education
Northeastern University 2011 — 2016
Finance and Management
NEOMA Business School 2013 — 2013
Summer Abroad, European Studies/Civilization
State Street Global Advisors July 2015 - Present
Agricultural Bank of China May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Budgets, Time Management, Marketing, Corporate Social..., Critical Thinking, Public Speaking, Coordinating Events, Social Networking, Access
Education
Northeastern University 2011 — 2016
Finance and Management
NEOMA Business School 2013 — 2013
Summer Abroad, European Studies/Civilization
Jessica McKeen Jessica McKeen's State Street Global Advisors Experience April 2013 - October 2013
Job Executive Assistant/Event Planner
Industry Marketing and Advertising
Experience
Velcro Industries February 2014 - September 2014
Related Beal November 2013 - February 2014
State Street Global Advisors April 2013 - October 2013
Meister Consultants Group August 2012 - April 2013
State Street Global Advisors March 2006 - August 2009
SSgA 2006 - 2009
Skills
Organization, Time Management, Microsoft Excel, Microsoft Word, Administrative..., Research, Microsoft Office, Administrative..., Cross-functional Team..., Customer Service, Event Management, Event Planning, Executive..., Leadership, Management, Marketing, Office Management, Operations Management, Organization Skills, Process Improvement, Process Scheduler, Sales, Social Media, Strategic Planning, Team Building, Travel Arrangements
Education
New England College 1996 — 2000
Velcro Industries February 2014 - September 2014
Related Beal November 2013 - February 2014
State Street Global Advisors April 2013 - October 2013
Meister Consultants Group August 2012 - April 2013
State Street Global Advisors March 2006 - August 2009
SSgA 2006 - 2009
Skills
Organization, Time Management, Microsoft Excel, Microsoft Word, Administrative..., Research, Microsoft Office, Administrative..., Cross-functional Team..., Customer Service, Event Management, Event Planning, Executive..., Leadership, Management, Marketing, Office Management, Operations Management, Organization Skills, Process Improvement, Process Scheduler, Sales, Social Media, Strategic Planning, Team Building, Travel Arrangements
Education
New England College 1996 — 2000
Soo Ji Jung, Esq. CAMS Soo Ji Jung, Esq. CAMS's State Street Global Advisors Experience January 2014 - April 2014
Job KYC Analyst
Industry Law Practice
Experience
JP Morgan Corporate & Investment Bank, Alternative Investment Services, Alternative IR Ops June 2015 - Present
State Street Alternative Investment Solutions, International Fund Services November 2014 - May 2015
Halström Law Offices, P.C. September 2013 - May 2014
State Street Global Advisors January 2014 - April 2014
BARBRI Inc. September 2011 - April 2014
The Korean Commercial Arbitration Board July 2013 - August 2013
Law Offices of Kwon & Moon May 2013 - June 2013
The Commonwealth of Massachusetts Operational Services Division January 2013 - April 2013
Suffolk District Attorney's Office January 2013 - April 2013
Executive Office of Health and Human Services September 2012 - December 2012
Skills
Languages, Westlaw, Legal Research Skills, Legal Writing, Arbitration, Due Diligence, Legal Research, Public Speaking, Corporate Law, Research, LexisNexis, Courts, Litigation, Civil Litigation, Lexis, Mediation, Microsoft Office
Education
New England School of Law 2011 — 2014
Juris Doctor (J.D.)
University of Hawaii at Manoa 2006 — 2011
Bachelor of Business Administration (B.B.A.) & Bachelor of Arts (B.A.), International Business, Management, Political Science & Korean
Korea University 2008 — 2008
Korean, US Legal System, US Corporations, and Comparative Law
Yonsei University 2007 — 2008
Korean Studies
JP Morgan Corporate & Investment Bank, Alternative Investment Services, Alternative IR Ops June 2015 - Present
State Street Alternative Investment Solutions, International Fund Services November 2014 - May 2015
Halström Law Offices, P.C. September 2013 - May 2014
State Street Global Advisors January 2014 - April 2014
BARBRI Inc. September 2011 - April 2014
The Korean Commercial Arbitration Board July 2013 - August 2013
Law Offices of Kwon & Moon May 2013 - June 2013
The Commonwealth of Massachusetts Operational Services Division January 2013 - April 2013
Suffolk District Attorney's Office January 2013 - April 2013
Executive Office of Health and Human Services September 2012 - December 2012
Skills
Languages, Westlaw, Legal Research Skills, Legal Writing, Arbitration, Due Diligence, Legal Research, Public Speaking, Corporate Law, Research, LexisNexis, Courts, Litigation, Civil Litigation, Lexis, Mediation, Microsoft Office
Education
New England School of Law 2011 — 2014
Juris Doctor (J.D.)
University of Hawaii at Manoa 2006 — 2011
Bachelor of Business Administration (B.B.A.) & Bachelor of Arts (B.A.), International Business, Management, Political Science & Korean
Korea University 2008 — 2008
Korean, US Legal System, US Corporations, and Comparative Law
Yonsei University 2007 — 2008
Korean Studies
Didier Rosenfeld, CFA Didier Rosenfeld, CFA's State Street Global Advisors Experience 2007 - 2013
Job Portfolio Manager & Senior Analyst at Cornerstone Capital Management Holdings LLC
Industry Investment Management
Experience
Cornerstone Capital Management Holdings LLC March 2014 - Present
SSgA - Summary December 2007 - 2013
State Street Global Advisors 2007 - 2013
State Street Global Advisors 2007 - 2007
State Street Global Advisors 2000 - 2007
BCEN EUROBANK 1998 - 1998
Arthur Andersen Management 1998 - 1998
Investment Club October 1996 - September 1997
Skills
Programming: Pascal &..., Honors: Awarded a 2007..., Programming, Equities, Bloomberg, Mergers & Acquisitions, Investments, Emerging Markets, Portfolio Management, Strategy, Options, Fixed Income, Quantitative Finance, Mergers, Financial Modeling, Trading, Due Diligence, Commodity, Bonds, Alternative Investments, Derivatives, Asset Allocation, Hedge Funds, Equity Research, Investment Strategies, Investment Management, ETFs, Portfolio Optimization, Asset Management, Financial Services, Global Macro, Global Strategy, Capital Markets, Financial Markets, Mutual Funds, Fund Of Funds, Currency, Equity Derivatives, Structured Products, FX Options
Education
Northeastern University 1999 — 1999
Master of Business Administration, Investment Finance, 3.9
REIMS Management School (One of France’s top School of Management; Sup de Co Reims) 1996 — 1998
Master in Management, Finance, Economics, Statistics
Lycee Pierre de Fermat, Toulouse, FRANCE 1994 — 1996
Preparation classes for France’s Graduate Business Schools entrance examination
Lycee Pierre d'Aragon, Muret, FRANCE 1991 — 1994
Baccalaureate C, Mathematics and Physics, First class honors (top 1%): Mention ”Tres Bien”
Cornerstone Capital Management Holdings LLC March 2014 - Present
SSgA - Summary December 2007 - 2013
State Street Global Advisors 2007 - 2013
State Street Global Advisors 2007 - 2007
State Street Global Advisors 2000 - 2007
BCEN EUROBANK 1998 - 1998
Arthur Andersen Management 1998 - 1998
Investment Club October 1996 - September 1997
Skills
Programming: Pascal &..., Honors: Awarded a 2007..., Programming, Equities, Bloomberg, Mergers & Acquisitions, Investments, Emerging Markets, Portfolio Management, Strategy, Options, Fixed Income, Quantitative Finance, Mergers, Financial Modeling, Trading, Due Diligence, Commodity, Bonds, Alternative Investments, Derivatives, Asset Allocation, Hedge Funds, Equity Research, Investment Strategies, Investment Management, ETFs, Portfolio Optimization, Asset Management, Financial Services, Global Macro, Global Strategy, Capital Markets, Financial Markets, Mutual Funds, Fund Of Funds, Currency, Equity Derivatives, Structured Products, FX Options
Education
Northeastern University 1999 — 1999
Master of Business Administration, Investment Finance, 3.9
REIMS Management School (One of France’s top School of Management; Sup de Co Reims) 1996 — 1998
Master in Management, Finance, Economics, Statistics
Lycee Pierre de Fermat, Toulouse, FRANCE 1994 — 1996
Preparation classes for France’s Graduate Business Schools entrance examination
Lycee Pierre d'Aragon, Muret, FRANCE 1991 — 1994
Baccalaureate C, Mathematics and Physics, First class honors (top 1%): Mention ”Tres Bien”
Brianna Ferrera's State Street Global Advisors Experience January 2015 - June 2015
Job Graphic Design Intern at State Street Global Advisors
Industry Graphic Design
Experience
Paint Maintenance Pros January 2015 - Present
NU Sign Shop January 2014 - Present
State Street Global Advisors January 2015 - June 2015
Belmont Hill Club April 2013 - September 2014
BF Designs April 2013 - September 2014
United South End Settlements January 2013 - April 2013
Skills
Illustrator, InDesign, Photoshop, After Effects, QuickBooks, Microsoft Office, Typography, Graphics, Adobe Creative Suite
Education
Northeastern University 2012 — 2016
Paint Maintenance Pros January 2015 - Present
NU Sign Shop January 2014 - Present
State Street Global Advisors January 2015 - June 2015
Belmont Hill Club April 2013 - September 2014
BF Designs April 2013 - September 2014
United South End Settlements January 2013 - April 2013
Skills
Illustrator, InDesign, Photoshop, After Effects, QuickBooks, Microsoft Office, Typography, Graphics, Adobe Creative Suite
Education
Northeastern University 2012 — 2016
Carolyn Wheatley's State Street Global Advisors Experience October 2013 - April 2015
Job Associate at CBRE
Industry Real Estate
Experience
State Street Global Advisors October 2013 - April 2015
Hydros Bottle LLC August 2011 - April 2013
Empowerment Group August 2010 - August 2011
Messiah College 2009 - 2010
Education
Messiah College 2006 — 2010
Bachelor of Arts (B.A.), Writing, General
Lexington Christian Academy 2002 — 2006
State Street Global Advisors October 2013 - April 2015
Hydros Bottle LLC August 2011 - April 2013
Empowerment Group August 2010 - August 2011
Messiah College 2009 - 2010
Education
Messiah College 2006 — 2010
Bachelor of Arts (B.A.), Writing, General
Lexington Christian Academy 2002 — 2006
Amy Monkiewicz Amy Monkiewicz's State Street Global Advisors Experience June 2008 - December 2008
Job Customs Compliance Coordinator at Alliance Tire Group
Industry Logistics and Supply Chain
Experience
Alliance Tire Group April 2014 - Present
Global Organics, Ltd. January 2013 - April 2014
Global Organics, Ltd. July 2011 - December 2012
Phoenix International February 2011 - July 2011
Phoenix International August 2010 - January 2011
Gexpro July 2009 - December 2009
Kayem Foods Inc. January 2005 - January 2009
State Street Global Advisors June 2008 - December 2008
Polartec July 2007 - December 2007
Camp Leslie January 2003 - January 2006
Skills
Logistics, Management, Process Improvement, Analysis, Product Development, Supply Chain Management, Project Management, Training, Data Analysis, Customer Service, Inventory Management, Forecasting, Microsoft Excel, Warehousing, Software Documentation, Sales, Supply Chain
Education
Northeastern University 2005 — 2010
Bachelor of Science, Industrial Engineering, 3.565
Alliance Tire Group April 2014 - Present
Global Organics, Ltd. January 2013 - April 2014
Global Organics, Ltd. July 2011 - December 2012
Phoenix International February 2011 - July 2011
Phoenix International August 2010 - January 2011
Gexpro July 2009 - December 2009
Kayem Foods Inc. January 2005 - January 2009
State Street Global Advisors June 2008 - December 2008
Polartec July 2007 - December 2007
Camp Leslie January 2003 - January 2006
Skills
Logistics, Management, Process Improvement, Analysis, Product Development, Supply Chain Management, Project Management, Training, Data Analysis, Customer Service, Inventory Management, Forecasting, Microsoft Excel, Warehousing, Software Documentation, Sales, Supply Chain
Education
Northeastern University 2005 — 2010
Bachelor of Science, Industrial Engineering, 3.565
Brian Harris Brian Harris's State Street Global Advisors Experience November 2013 - Present
Job Funds Chief Compliance Officer at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors November 2013 - Present
State Street Global Advisors June 2013 - November 2013
BofA Global Capital Management September 2010 - May 2013
AARP Financial July 2008 - September 2010
State Street 2007 - 2008
IBT 1998 - 2007
KPMG Audit 1996 - 1998
Skills
Compliance, Series 6, Mutual Funds, Series 63, Series 65, Financial Reporting, Regulatory Reporting
Education
Merrimack College 1991 — 1995
BS in Business Administration, Accounting
Austin Prep 1987 — 1991
State Street Global Advisors November 2013 - Present
State Street Global Advisors June 2013 - November 2013
BofA Global Capital Management September 2010 - May 2013
AARP Financial July 2008 - September 2010
State Street 2007 - 2008
IBT 1998 - 2007
KPMG Audit 1996 - 1998
Skills
Compliance, Series 6, Mutual Funds, Series 63, Series 65, Financial Reporting, Regulatory Reporting
Education
Merrimack College 1991 — 1995
BS in Business Administration, Accounting
Austin Prep 1987 — 1991
John Spence's State Street Global Advisors Experience October 2014 - Present
Job Senior Content Developer at State Street Global Advisors
Industry Online Media
Experience
State Street Global Advisors October 2014 - Present
Covestor October 2013 - October 2014
ETF Trends April 2011 - September 2013
MarketWatch July 2004 - March 2011
Skills
ETFs, Asset Managment, Editorial, Equities, Journalism, Investments, Asset Management, Breaking News, Alternative Investments, Financial Markets, Trading Systems, Online Publishing, AP Style, Options, Newspapers, Publishing, Mutual Funds, New Media, Editing, Equity Research, Commodity, Bloomberg, Investment Strategies, Content Strategy, Copy Editing, Business Journalism, Web Content, Online Journalism, Investment Management, Online News, Storytelling, News Writing, Investor Relations, Digital Media, Trading, Hedge Funds, Feature Articles, Personal Finance, Emerging Markets, Asset Allocation, Blogging, Content Management, Content Development, Capital Markets, Financial Services
Education
Middlebury College 1993 — 1997
BA
University of San Francisco
MFA, Writing (nonfiction)
State Street Global Advisors October 2014 - Present
Covestor October 2013 - October 2014
ETF Trends April 2011 - September 2013
MarketWatch July 2004 - March 2011
Skills
ETFs, Asset Managment, Editorial, Equities, Journalism, Investments, Asset Management, Breaking News, Alternative Investments, Financial Markets, Trading Systems, Online Publishing, AP Style, Options, Newspapers, Publishing, Mutual Funds, New Media, Editing, Equity Research, Commodity, Bloomberg, Investment Strategies, Content Strategy, Copy Editing, Business Journalism, Web Content, Online Journalism, Investment Management, Online News, Storytelling, News Writing, Investor Relations, Digital Media, Trading, Hedge Funds, Feature Articles, Personal Finance, Emerging Markets, Asset Allocation, Blogging, Content Management, Content Development, Capital Markets, Financial Services
Education
Middlebury College 1993 — 1997
BA
University of San Francisco
MFA, Writing (nonfiction)
Alita Pasnenco, CFA Alita Pasnenco, CFA's State Street Global Advisors Experience October 2007 - April 2011
Job Performance Associate at CPP Investment Board
Industry Investment Management
Experience
CPP Investment Board April 2011 - Present
State Street Global Advisors October 2007 - April 2011
PSP Investments July 2006 - September 2007
State Street Global Advisors September 2005 - July 2006
State Street Global Advisors September 2004 - August 2005
Skills
Bloomberg, Fixed Income, Equities, Financial Markets, Investment Management, Derivatives, Equity Research, Asset Management, Asset Allocation, Investment Strategies, Capital Markets
Education
University of Toronto - Rotman School of Management 2009 — 2011
MFin
McGill University 2001 — 2004
BCom, Finance Major, International Business Concentration
CPP Investment Board April 2011 - Present
State Street Global Advisors October 2007 - April 2011
PSP Investments July 2006 - September 2007
State Street Global Advisors September 2005 - July 2006
State Street Global Advisors September 2004 - August 2005
Skills
Bloomberg, Fixed Income, Equities, Financial Markets, Investment Management, Derivatives, Equity Research, Asset Management, Asset Allocation, Investment Strategies, Capital Markets
Education
University of Toronto - Rotman School of Management 2009 — 2011
MFin
McGill University 2001 — 2004
BCom, Finance Major, International Business Concentration
Eric Wimer, CFA Eric Wimer, CFA's State Street Global Advisors Experience May 2008 - Present
Job VP, Product Development at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors May 2008 - Present
Old Mutual Asset Management 2000 - April 2008
United Asset Management May 1997 - December 1999
Mercer Investment Consulting 1992 - 1997
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Product Management, Fixed Income, Equities, Asset Management, Investments, Investment Strategies, Financial Services, Derivatives, Product Development, Asset Allocation
Education
Northeastern University 1991 — 1997
MBA, Finance
Middlebury College 1985 — 1989
BA, Economics
State Street Global Advisors May 2008 - Present
Old Mutual Asset Management 2000 - April 2008
United Asset Management May 1997 - December 1999
Mercer Investment Consulting 1992 - 1997
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Product Management, Fixed Income, Equities, Asset Management, Investments, Investment Strategies, Financial Services, Derivatives, Product Development, Asset Allocation
Education
Northeastern University 1991 — 1997
MBA, Finance
Middlebury College 1985 — 1989
BA, Economics
Devon Lambert Devon Lambert's State Street Global Advisors Experience January 2004 - June 2004
Job Sr Developer with Front and Backend Experience
Industry Information Technology and Services
Experience
Charles Schwab November 2007 - Present
Reality Knights LLC August 2005 - Present
Aviva Life Insurance July 2005 - October 2007
State Street Global Advisors January 2004 - June 2004
Tidalwire/Network Engines January 2003 - June 2003
Skills
HTML, PHP, CSS, Web Development, CMS, SEO, JavaScript, SQL, XML, MySQL, Linux, Social Media, Word, Microsoft Office, Online Marketing, Problem Solving, Excel, Cloud Computing, AJAX, Product Development, Email Marketing, Agile, Customer Service, Photoshop, Quality Assurance, PowerPoint, Outlook, jQuery, Wordpress, Information Architecture, User Experience, Flash, Social Media Marketing, Ruby on Rails, Content Management, Front-end, Web 2.0, Agile Project Management, Management
Education
Northeastern University 2000 — 2005
Bachelor of of Science in Business Administration, Management in Information Systems
Charles Schwab November 2007 - Present
Reality Knights LLC August 2005 - Present
Aviva Life Insurance July 2005 - October 2007
State Street Global Advisors January 2004 - June 2004
Tidalwire/Network Engines January 2003 - June 2003
Skills
HTML, PHP, CSS, Web Development, CMS, SEO, JavaScript, SQL, XML, MySQL, Linux, Social Media, Word, Microsoft Office, Online Marketing, Problem Solving, Excel, Cloud Computing, AJAX, Product Development, Email Marketing, Agile, Customer Service, Photoshop, Quality Assurance, PowerPoint, Outlook, jQuery, Wordpress, Information Architecture, User Experience, Flash, Social Media Marketing, Ruby on Rails, Content Management, Front-end, Web 2.0, Agile Project Management, Management
Education
Northeastern University 2000 — 2005
Bachelor of of Science in Business Administration, Management in Information Systems
Jonathan Main Jonathan Main's State Street Global Advisors Experience September 2013 - Present
Job Principal Global Cash Team at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors September 2013 - Present
Income Research & Management August 2012 - September 2013
State Street Bank March 2010 - August 2012
State Street Bank May 2007 - March 2010
Skills
Fixed Income, Equities, Financial Analysis, Relationship Management, Asset Management, Finance, Sales Process, Microsoft Office, Cash, Multi Tasking, Asset Managment, Basketball, Analysis, Mutual Funds, Cash Flow, Money, Client Services, Cash Handling Experience, Series 7, Hold Series 7, Series 63, Bloomberg, Investments, Financial Services
Education
Boston College, Carroll School of Management 2011 — 2015
MSF, Finance
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2010
Certificate in Understanding and Solving Complex Business Problems, Executive Education
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Organizational Behavior
Wentworth Institute of Technology / Simmons College 2001 — 2006
Dual Degrees: Bachelor of Science; Bachelor of Art, Environmental Engineering; Sociology
The Minuteman Tech 1997 — 2001
Environmental Science
State Street Global Advisors September 2013 - Present
Income Research & Management August 2012 - September 2013
State Street Bank March 2010 - August 2012
State Street Bank May 2007 - March 2010
Skills
Fixed Income, Equities, Financial Analysis, Relationship Management, Asset Management, Finance, Sales Process, Microsoft Office, Cash, Multi Tasking, Asset Managment, Basketball, Analysis, Mutual Funds, Cash Flow, Money, Client Services, Cash Handling Experience, Series 7, Hold Series 7, Series 63, Bloomberg, Investments, Financial Services
Education
Boston College, Carroll School of Management 2011 — 2015
MSF, Finance
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2010
Certificate in Understanding and Solving Complex Business Problems, Executive Education
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Organizational Behavior
Wentworth Institute of Technology / Simmons College 2001 — 2006
Dual Degrees: Bachelor of Science; Bachelor of Art, Environmental Engineering; Sociology
The Minuteman Tech 1997 — 2001
Environmental Science
J. Blake Estes, CIMA®'s State Street Global Advisors Experience April 2014 - Present
Job Vice President at SSgA (SPDR ETFs)
Industry Financial Services
Experience
State Street Global Advisors April 2014 - Present
GBI, LLC October 2011 - April 2014
Morgan Stanley Smith Barney May 2009 - October 2011
Waddell & Reed May 2008 - March 2009
Skills
Investments, Wealth Management, Financial Analysis, Sales, Social Media, Marketing, Strategic Financial..., Microsoft Excel, Alternative Investments, Financial Services, Financial Advisory, Asset Allocation, Series 7, Business Development, Wealth Management...
Education
Miami University
Business, Finance and Economics
St. Xavier High School
State Street Global Advisors April 2014 - Present
GBI, LLC October 2011 - April 2014
Morgan Stanley Smith Barney May 2009 - October 2011
Waddell & Reed May 2008 - March 2009
Skills
Investments, Wealth Management, Financial Analysis, Sales, Social Media, Marketing, Strategic Financial..., Microsoft Excel, Alternative Investments, Financial Services, Financial Advisory, Asset Allocation, Series 7, Business Development, Wealth Management...
Education
Miami University
Business, Finance and Economics
St. Xavier High School
Sarah Huyck Sarah Huyck's State Street Global Advisors Experience July 2009 - April 2010
Job Senior Project Manager, AVP at SSgA
Industry Information Technology and Services
Experience
State Street October 2012 - Present
Produban September 2011 - October 2012
Harvard Law School May 2011 - September 2011
Northeastern University August 2010 - May 2011
Harvard Law School July 2010 - December 2010
State Street Global Advisors July 2009 - April 2010
John Hancock July 2008 - June 2009
Northeastern University September 2008 - December 2008
Schering Plough June 2007 - August 2007
Massachusetts Institute of Technology January 2007 - April 2007
Skills
Process Development, Process Improvement, Executive Reporting, Proofreading, Efficiencies, Excel, Pivot Tables, Analysis, Blackberry Enterprise..., Blackberry, AT&T, Mobile Devices, Cost Analysis, Relationship Management, Organization, Microsoft Excel, Program Management, Project Management
Education
New England College of Business and Finance 2013 — 2015
Master of Business Ethics and Compliance
Northeastern University 2006 — 2011
Bachelors of Science
Governor Livingston High School 2002 — 2006
High School Dipolma
State Street October 2012 - Present
Produban September 2011 - October 2012
Harvard Law School May 2011 - September 2011
Northeastern University August 2010 - May 2011
Harvard Law School July 2010 - December 2010
State Street Global Advisors July 2009 - April 2010
John Hancock July 2008 - June 2009
Northeastern University September 2008 - December 2008
Schering Plough June 2007 - August 2007
Massachusetts Institute of Technology January 2007 - April 2007
Skills
Process Development, Process Improvement, Executive Reporting, Proofreading, Efficiencies, Excel, Pivot Tables, Analysis, Blackberry Enterprise..., Blackberry, AT&T, Mobile Devices, Cost Analysis, Relationship Management, Organization, Microsoft Excel, Program Management, Project Management
Education
New England College of Business and Finance 2013 — 2015
Master of Business Ethics and Compliance
Northeastern University 2006 — 2011
Bachelors of Science
Governor Livingston High School 2002 — 2006
High School Dipolma
Kelly Trihey, CFA's State Street Global Advisors Experience 2003 - 2005
Job Investment AdvisorPortfolio Manager IAS / PartnerTrihey Financial Group
Industry Investment Management
Experience
Industrial Alliance Securities Inc May 2008 - Present
Trihey Financial Group Inc April 2005 - Present
McGill University School of Continuing Studies September 2012 - Present
CFA Montréal 2007 - 2015
CFA Montréal 2006 - 2015
CFA Montréal 2006 - 2015
State Street Global Advisors 2003 - 2005
State Street Global Advisors November 2001 - March 2003
Royal Bank of Canada June 2000 - November 2001
Skills
Wealth Management, Retirement Planning, Portfolio Management, Finance, Investments, Asset Management, Equities, Fixed Income, Mutual Funds, Asset Allocation, Financial Analysis, Investment Strategies
Education
CFA Institute 2006 — 2006
McGill University 1997 — 2000
Bcom, Finance and International Business
Universidad de Salamanca 1999 — 1999
Spanish Language and Literature
College Stanislas 1985 — 1997
Bacc Français, Economics
Industrial Alliance Securities Inc May 2008 - Present
Trihey Financial Group Inc April 2005 - Present
McGill University School of Continuing Studies September 2012 - Present
CFA Montréal 2007 - 2015
CFA Montréal 2006 - 2015
CFA Montréal 2006 - 2015
State Street Global Advisors 2003 - 2005
State Street Global Advisors November 2001 - March 2003
Royal Bank of Canada June 2000 - November 2001
Skills
Wealth Management, Retirement Planning, Portfolio Management, Finance, Investments, Asset Management, Equities, Fixed Income, Mutual Funds, Asset Allocation, Financial Analysis, Investment Strategies
Education
CFA Institute 2006 — 2006
McGill University 1997 — 2000
Bcom, Finance and International Business
Universidad de Salamanca 1999 — 1999
Spanish Language and Literature
College Stanislas 1985 — 1997
Bacc Français, Economics
Nitish Gupta's State Street Global Advisors Experience February 2014 - Present
Job Experienced IT Project/ Program Manager
Industry Investment Management
Experience
State Street Global Advisors February 2014 - Present
State Street Global Advisors June 2011 - February 2014
State Street Global Markets November 2010 - June 2011
State Street Global Markets February 2008 - October 2010
FM Global May 2005 - February 2008
Northeastern University's International Student & Scholar Institute (ISSI) September 2003 - April 2006
EMC Corporation June 2004 - August 2004
Tata Consultancy Services December 2002 - May 2003
Skills
Business Analysis, Project Management, SDLC, Requirements Analysis, Analysis, Project Planning, Agile Methodologies, Software Project..., Business Requirements, Requirements Gathering, Leadership, Vendor Management, PMO, Visio, IT Strategy, ERP, Project Portfolio..., Agile Project Management, Management, Systems Analysis, Project Coordination, Project Delivery, Business Process, MS Project, Project Implementation, Project Execution, Process Improvement, Program Management, SharePoint, Team Leadership, Cross-functional Team..., FX, Offshore Project..., Relationship Management, Portfolio Management, Meeting Facilitation, Continuous Improvement, Continuous Integration, Agile Leadership, Agile Adoption
Education
Northeastern University 2003 — 2006
MS
Maharshi Dayanand University 1999 — 2003
B.Tech
Birla Vidya Niketan 1996 — 1998
High School
State Street Global Advisors February 2014 - Present
State Street Global Advisors June 2011 - February 2014
State Street Global Markets November 2010 - June 2011
State Street Global Markets February 2008 - October 2010
FM Global May 2005 - February 2008
Northeastern University's International Student & Scholar Institute (ISSI) September 2003 - April 2006
EMC Corporation June 2004 - August 2004
Tata Consultancy Services December 2002 - May 2003
Skills
Business Analysis, Project Management, SDLC, Requirements Analysis, Analysis, Project Planning, Agile Methodologies, Software Project..., Business Requirements, Requirements Gathering, Leadership, Vendor Management, PMO, Visio, IT Strategy, ERP, Project Portfolio..., Agile Project Management, Management, Systems Analysis, Project Coordination, Project Delivery, Business Process, MS Project, Project Implementation, Project Execution, Process Improvement, Program Management, SharePoint, Team Leadership, Cross-functional Team..., FX, Offshore Project..., Relationship Management, Portfolio Management, Meeting Facilitation, Continuous Improvement, Continuous Integration, Agile Leadership, Agile Adoption
Education
Northeastern University 2003 — 2006
MS
Maharshi Dayanand University 1999 — 2003
B.Tech
Birla Vidya Niketan 1996 — 1998
High School
Dmitry Missiuro Vasilyev, PhD's State Street Global Advisors Experience June 2007 - August 2007
Job computational scientist/engineer
Industry Computer Software
Experience
Facebook August 2015 - Present
The MathWorks July 2012 - August 2015
Selventa April 2011 - June 2012
CasePick Systems August 2010 - August 2011
Oracle August 2010 - January 2011
CasePick Systems LLC January 2008 - August 2010
Massachusetts Institute of Technology August 2002 - December 2007
State Street Global Advisors June 2007 - August 2007
Cadence Design Systems June 2006 - August 2006
Ansoft Corp. June 2003 - August 2003
Skills
Matlab, Computational Biology, Linear Algebra, Scientific Computing, Numerical Analysis, R, Control Theory, Device Physics, Dynamical Systems, Algorithms, Differential Equations, Bioinformatics, Systems Biology, Physics, C++, CORBA, Mathematical Modeling, Optimizations, Machine Learning, LaTeX, Statistics, Simulations, Modeling, Optimization, High Performance..., Parallel Computing, Artificial Intelligence, Software Development, Robotics, Pattern Recognition, Image Processing, Applied Mathematics, Computer Vision, Python, Fortran, Computer Science, Distributed Systems, MPI, Perl, Neural Networks, Data Mining, Signal Processing, Programming
Education
Massachusetts Institute of Technology 2002 — 2007
Ph.D., Electrical Engineering and Computer Science
Санкт-Петербургский Государственный Политехнический Университет 1994 — 2000
MS, Physics
Facebook August 2015 - Present
The MathWorks July 2012 - August 2015
Selventa April 2011 - June 2012
CasePick Systems August 2010 - August 2011
Oracle August 2010 - January 2011
CasePick Systems LLC January 2008 - August 2010
Massachusetts Institute of Technology August 2002 - December 2007
State Street Global Advisors June 2007 - August 2007
Cadence Design Systems June 2006 - August 2006
Ansoft Corp. June 2003 - August 2003
Skills
Matlab, Computational Biology, Linear Algebra, Scientific Computing, Numerical Analysis, R, Control Theory, Device Physics, Dynamical Systems, Algorithms, Differential Equations, Bioinformatics, Systems Biology, Physics, C++, CORBA, Mathematical Modeling, Optimizations, Machine Learning, LaTeX, Statistics, Simulations, Modeling, Optimization, High Performance..., Parallel Computing, Artificial Intelligence, Software Development, Robotics, Pattern Recognition, Image Processing, Applied Mathematics, Computer Vision, Python, Fortran, Computer Science, Distributed Systems, MPI, Perl, Neural Networks, Data Mining, Signal Processing, Programming
Education
Massachusetts Institute of Technology 2002 — 2007
Ph.D., Electrical Engineering and Computer Science
Санкт-Петербургский Государственный Политехнический Университет 1994 — 2000
MS, Physics
Scott Gregory's State Street Global Advisors Experience September 1997 - March 2004
Job Partner, Snowbridge Advisors
Industry Investment Management
Experience
Darby Private Equity February 2012 - March 2015
Knight Capital Partners March 2011 - January 2012
Mallory Capital Group, LLC June 2010 - March 2011
AllCapital / Abatis Capital November 2007 - July 2010
Morgan Stanley Investment Management March 2004 - July 2007
State Street Global Advisors September 1997 - March 2004
GE Capital December 1990 - August 1997
Skills
Fixed Income, Hedge Funds, Portfolio Management, Equities, Alternative Investments, Management, Private Equity, Investments, Financial Modeling, Asset Management, Due Diligence, Capital Markets, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 1985 — 1987
MBA
Miami University 1977 — 1981
BS Business, Finance
Wyoming High School
Darby Private Equity February 2012 - March 2015
Knight Capital Partners March 2011 - January 2012
Mallory Capital Group, LLC June 2010 - March 2011
AllCapital / Abatis Capital November 2007 - July 2010
Morgan Stanley Investment Management March 2004 - July 2007
State Street Global Advisors September 1997 - March 2004
GE Capital December 1990 - August 1997
Skills
Fixed Income, Hedge Funds, Portfolio Management, Equities, Alternative Investments, Management, Private Equity, Investments, Financial Modeling, Asset Management, Due Diligence, Capital Markets, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 1985 — 1987
MBA
Miami University 1977 — 1981
BS Business, Finance
Wyoming High School
Athyna Papachristou's State Street Global Advisors Experience April 2003 - June 2007
Job Real Estate Broker at RE/MAX 2000 CP
Industry Investment Management
Experience
RE/MAX 2000 CP October 2010 - Present
National Bank Financial August 2007 - September 2010
State Street Global Advisors April 2003 - June 2007
Skills
Investments, Asset Management, Analytics, Investment Strategies, Portfolio Management
Education
McGill University 2000 — 2002
RE/MAX 2000 CP October 2010 - Present
National Bank Financial August 2007 - September 2010
State Street Global Advisors April 2003 - June 2007
Skills
Investments, Asset Management, Analytics, Investment Strategies, Portfolio Management
Education
McGill University 2000 — 2002
James Goundrey's State Street Global Advisors Experience August 2015 - Present
Job Vice President and Counsel at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors August 2015 - Present
MFS Investment Management March 2012 - August 2015
MFS Investment Management December 2003 - February 2012
MFS Service Center, Inc. September 2001 - December 2003
NOVA Technology Corporation September 1998 - October 2000
Education
New England School of Law 2006 — 2010
J.D.
University of New Hampshire 1995 — 1999
B.A., English
State Street Global Advisors August 2015 - Present
MFS Investment Management March 2012 - August 2015
MFS Investment Management December 2003 - February 2012
MFS Service Center, Inc. September 2001 - December 2003
NOVA Technology Corporation September 1998 - October 2000
Education
New England School of Law 2006 — 2010
J.D.
University of New Hampshire 1995 — 1999
B.A., English
Paul Souza's State Street Global Advisors Experience June 2008 - Present
Job AVP
Industry Financial Services
Experience
State Street Global Advisors June 2008 - Present
Reuters February 1999 - June 2008
Enterprise Service Management August 1996 - February 1999
RISCmanagement January 1992 - July 1996
Education
Wentworth Technical School 1990 — 1991
Certificate, Computer Repair 900 Hour Course
Massasoit Community College 1984 — 1985
General Courses
State Street Global Advisors June 2008 - Present
Reuters February 1999 - June 2008
Enterprise Service Management August 1996 - February 1999
RISCmanagement January 1992 - July 1996
Education
Wentworth Technical School 1990 — 1991
Certificate, Computer Repair 900 Hour Course
Massasoit Community College 1984 — 1985
General Courses
Janelle Iudice, PMP's State Street Global Advisors Experience January 1996 - December 2002
Job Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Corporation January 2009 - Present
State Street Corporation January 2008 - December 2008
State Street Corporation 2003 - 2007
State Street Global Advisors January 1996 - December 2002
State Street January 1992 - December 1995
Skills
Six Sigma Green Belt..., Process Improvement, Accounting, Financial Analysis, Change Management, Visio, Problem Solving, Supervisory Skills, Analysis, Financial Reporting, Team Leadership, Mentoring, Training, Vendor Management, Business Intelligence, Project Management, Cash Management, Software Documentation, Corporate Finance, Accounts Payable, Banking, Risk Management, Access, Finance, Financial Services, Financial Modeling, Business Analysis, Business Process..., Portfolio Management
Education
Merrimack College 1984 — 1988
Bachelor of Science, Business Management / MInor in Organizational Psychology
State Street Corporation January 2009 - Present
State Street Corporation January 2008 - December 2008
State Street Corporation 2003 - 2007
State Street Global Advisors January 1996 - December 2002
State Street January 1992 - December 1995
Skills
Six Sigma Green Belt..., Process Improvement, Accounting, Financial Analysis, Change Management, Visio, Problem Solving, Supervisory Skills, Analysis, Financial Reporting, Team Leadership, Mentoring, Training, Vendor Management, Business Intelligence, Project Management, Cash Management, Software Documentation, Corporate Finance, Accounts Payable, Banking, Risk Management, Access, Finance, Financial Services, Financial Modeling, Business Analysis, Business Process..., Portfolio Management
Education
Merrimack College 1984 — 1988
Bachelor of Science, Business Management / MInor in Organizational Psychology
Denise Dickenson's State Street Global Advisors Experience July 1995 - April 1999
Job Value delivery through Scrum
Industry Information Technology and Services
Experience
EMC March 2010 - Present
IDC November 2008 - April 2009
Thomson Reuters November 2000 - October 2008
Wellington Management April 1999 - November 2000
State Street Global Advisors July 1995 - April 1999
Putnam Investments September 1988 - July 1995
Skills
Program Management, Project Management, SDLC, Software Project..., MS Project, Management, Agile Methodologies, Information Technology, Leadership, PMP, Risk Management, Integration, SQL, Software Quality..., Business Analysis, IT Strategy, Scrum, Cross-functional Team..., Agile Application..., Project Estimation, Metrics Definition, Metrics Reporting
Education
Michigan State University
EMC March 2010 - Present
IDC November 2008 - April 2009
Thomson Reuters November 2000 - October 2008
Wellington Management April 1999 - November 2000
State Street Global Advisors July 1995 - April 1999
Putnam Investments September 1988 - July 1995
Skills
Program Management, Project Management, SDLC, Software Project..., MS Project, Management, Agile Methodologies, Information Technology, Leadership, PMP, Risk Management, Integration, SQL, Software Quality..., Business Analysis, IT Strategy, Scrum, Cross-functional Team..., Agile Application..., Project Estimation, Metrics Definition, Metrics Reporting
Education
Michigan State University
Jay Leu's State Street Global Advisors Experience April 1987 - October 1995
Job Portfolio Manager
Industry Investment Management
Experience
Brandeis University - International Business School 2012 - Present
Lee Munder Capital Group July 2009 - August 2012
Independence Investment May 2001 - July 2009
Independence Investments 1997 - July 2009
Independence Investment Associates, Inc. November 1997 - May 2001
Pacific Capital Fixed Income Advisors October 1995 - November 1997
State Street Global Advisors April 1987 - October 1995
State Street Bank 1987 - 1995
Skills
Equities, Portfolio Management, Asset Managment, Hedge Funds, Investment Management, Equity Research, Investments, Securities, Investment Advisory, Structured Finance, Currency, Asset Management, Strategy, Mutual Funds, Alternative Investments, Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
1987, Finance
Massachusetts Institute of Technology 1981 — 1987
Bachelor of Science (BS), Chemical Engineering
Brandeis University - International Business School 2012 - Present
Lee Munder Capital Group July 2009 - August 2012
Independence Investment May 2001 - July 2009
Independence Investments 1997 - July 2009
Independence Investment Associates, Inc. November 1997 - May 2001
Pacific Capital Fixed Income Advisors October 1995 - November 1997
State Street Global Advisors April 1987 - October 1995
State Street Bank 1987 - 1995
Skills
Equities, Portfolio Management, Asset Managment, Hedge Funds, Investment Management, Equity Research, Investments, Securities, Investment Advisory, Structured Finance, Currency, Asset Management, Strategy, Mutual Funds, Alternative Investments, Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
1987, Finance
Massachusetts Institute of Technology 1981 — 1987
Bachelor of Science (BS), Chemical Engineering
Taras Ivanenko's State Street Global Advisors Experience March 2000 - December 2007
Job Senior Vice President at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management December 2007 - Present
State Street Global Advisors March 2000 - December 2007
SSgA 2000 - 2007
Education
Massachusetts Institute of Technology 1992 — 1997
Moscow Institute of Physics and Technology (State University) (MIPT) 1985 — 1992
Engineer, Physics
Lazard Asset Management December 2007 - Present
State Street Global Advisors March 2000 - December 2007
SSgA 2000 - 2007
Education
Massachusetts Institute of Technology 1992 — 1997
Moscow Institute of Physics and Technology (State University) (MIPT) 1985 — 1992
Engineer, Physics
Laura Weiler's State Street Global Advisors Experience September 2014 - June 2015
Job Senior Graphic Designer at Fidelity Investments Creative Services
Industry Graphic Design
Experience
Fidelity Investments - Creative Services July 2015 - Present
Laura Weiler Design March 2009 - Present
State Street Global Advisors September 2014 - June 2015
Marquis Design, Inc. September 2010 - April 2013
Hecht Design March 2006 - March 2009
Thomson Learning (Course Technology) July 2004 - March 2006
MDG Brand Innovation January 2001 - July 2004
Skills
Art Direction, Logo Design, Annual Reports, Graphic Design, Photoshop, Illustrator, InDesign, Brochures, Concept Development, Catalogs, Graphics, Advertising, Photography, Corporate Identity, Typography
Education
North Carolina State University 1996 — 2000
Bachelor of Graphic Design, graphic design
Fidelity Investments - Creative Services July 2015 - Present
Laura Weiler Design March 2009 - Present
State Street Global Advisors September 2014 - June 2015
Marquis Design, Inc. September 2010 - April 2013
Hecht Design March 2006 - March 2009
Thomson Learning (Course Technology) July 2004 - March 2006
MDG Brand Innovation January 2001 - July 2004
Skills
Art Direction, Logo Design, Annual Reports, Graphic Design, Photoshop, Illustrator, InDesign, Brochures, Concept Development, Catalogs, Graphics, Advertising, Photography, Corporate Identity, Typography
Education
North Carolina State University 1996 — 2000
Bachelor of Graphic Design, graphic design
Sean Lussier's State Street Global Advisors Experience March 2007 - Present
Job Portfolio Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors March 2007 - Present
State Street Bank and Trust 2000 - 2003
Education
Massachusetts College of Liberal Arts 1997 — 2000
Bachelor, Business Administration
State Street Global Advisors March 2007 - Present
State Street Bank and Trust 2000 - 2003
Education
Massachusetts College of Liberal Arts 1997 — 2000
Bachelor, Business Administration
Elizabeth Corcoran-Hunt's State Street Global Advisors Experience March 2001 - June 2003
Job Legislative Aide at Mass House of Representatives
Industry Government Administration
Experience
Mass House of Representatives April 2007 - Present
Massachusetts Women's Political Caucus May 2005 - March 2007
American Fund Raising Group May 2004 - September 2004
State Street Global Advisors March 2001 - June 2003
State Street Corporation December 1999 - March 2001
Education
Suffolk University
Master of Science, Economic Policy; State Budget Policy
Mount Holyoke College
Bachelor of Arts, Politics
Governor Dummer Academy 1993 — 1995
London School of Economics
Mass House of Representatives April 2007 - Present
Massachusetts Women's Political Caucus May 2005 - March 2007
American Fund Raising Group May 2004 - September 2004
State Street Global Advisors March 2001 - June 2003
State Street Corporation December 1999 - March 2001
Education
Suffolk University
Master of Science, Economic Policy; State Budget Policy
Mount Holyoke College
Bachelor of Arts, Politics
Governor Dummer Academy 1993 — 1995
London School of Economics
Pat Craig's State Street Global Advisors Experience 2006 - 2007
Job Actively Seeking New Opportunities
Industry Information Technology and Services
Experience
Maximus, Inc. April 2014 - Present
Total Domain Data Group April 2013 - June 2013
Senior Whole Health 2012 - 2013
Public Consulting Group December 2011 - November 2012
Ameriprise Financial Services, Inc. 2011 - 2011
Bank of America 2009 - 2010
Compliance Technologies International, LLP 2008 - 2009
State Street Global Advisors 2006 - 2007
Thomson Financial 2005 - 2005
NetNumina 2003 - 2004
Skills
SDLC, Business Intelligence, SQL, Testing, Risk Management, Software Development, Quality Assurance, SharePoint, Unix, User Acceptance Testing, Project Management, Fixed Income, Data Warehousing, Oracle, Agile Methodologies, Financial Services, Business Analysis, Visio, Analysis, Business Strategy, Change Management, PMO, Strategy, Software Documentation, Start-ups, Databases, Vendor Management, Requirements Gathering, Leadership
Education
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1984
Masters, Business
Northeastern University 1979 — 1982
Bachelor of Science, Accounting and Finance
Maximus, Inc. April 2014 - Present
Total Domain Data Group April 2013 - June 2013
Senior Whole Health 2012 - 2013
Public Consulting Group December 2011 - November 2012
Ameriprise Financial Services, Inc. 2011 - 2011
Bank of America 2009 - 2010
Compliance Technologies International, LLP 2008 - 2009
State Street Global Advisors 2006 - 2007
Thomson Financial 2005 - 2005
NetNumina 2003 - 2004
Skills
SDLC, Business Intelligence, SQL, Testing, Risk Management, Software Development, Quality Assurance, SharePoint, Unix, User Acceptance Testing, Project Management, Fixed Income, Data Warehousing, Oracle, Agile Methodologies, Financial Services, Business Analysis, Visio, Analysis, Business Strategy, Change Management, PMO, Strategy, Software Documentation, Start-ups, Databases, Vendor Management, Requirements Gathering, Leadership
Education
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1984
Masters, Business
Northeastern University 1979 — 1982
Bachelor of Science, Accounting and Finance
Frank Dahlman's State Street Global Advisors Experience 1995 - 1999
Job Project Manager at AmeriPride Services
Industry Information Technology and Services
Experience
AmeriPride Services June 2007 - Present
Primerica 2002 - 2012
Dahlman Computer Services 2002 - 2007
Norstan, Inc. 1999 - 2002
State Street Global Advisors 1995 - 1999
Skills
Business Analysis, System Administration, Data Center, Vendor Management, IT Management, MS Project, Management, Sales Management, Product Development, Microsoft Office, Project Management, Troubleshooting, Team Building, ERP, Customer Service, Operations Management, Disaster Recovery, Microsoft Excel, Access, Process Improvement, Team Leadership, Inventory Management, Leadership
Education
Minnesota State University, Moorhead 1968 — 1969
Math
AmeriPride Services June 2007 - Present
Primerica 2002 - 2012
Dahlman Computer Services 2002 - 2007
Norstan, Inc. 1999 - 2002
State Street Global Advisors 1995 - 1999
Skills
Business Analysis, System Administration, Data Center, Vendor Management, IT Management, MS Project, Management, Sales Management, Product Development, Microsoft Office, Project Management, Troubleshooting, Team Building, ERP, Customer Service, Operations Management, Disaster Recovery, Microsoft Excel, Access, Process Improvement, Team Leadership, Inventory Management, Leadership
Education
Minnesota State University, Moorhead 1968 — 1969
Math
Don Ortloff's State Street Global Advisors Experience 1996 - 1999
Job Senior Project Leader Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo May 2000 - Present
Wells Fargo May 2000 - November 2005
State Street Global Advisors 1996 - 1999
Skills
401k
Education
Minnesota School of Business 1993 — 2005
Business Administration
Wells Fargo May 2000 - Present
Wells Fargo May 2000 - November 2005
State Street Global Advisors 1996 - 1999
Skills
401k
Education
Minnesota School of Business 1993 — 2005
Business Administration
Elizabeth Cady, CFA's State Street Global Advisors Experience September 1998 - March 2003
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS Financial Services March 2013 - Present
JP Morgan September 2006 - March 2013
US Trust 2003 - 2006
State Street Global Advisors September 1998 - March 2003
Education
Middlebury College 1986 — 1990
B.A., English
UBS Financial Services March 2013 - Present
JP Morgan September 2006 - March 2013
US Trust 2003 - 2006
State Street Global Advisors September 1998 - March 2003
Education
Middlebury College 1986 — 1990
B.A., English
Ron Dagostino's State Street Global Advisors Experience June 1996 - Present
Job VP/Senior Software Architect at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 1996 - Present
Vineyard Power 2010 - Present
ACEMV.org 2008 - 2011
Fidelity Investments January 1991 - June 1996
Skills
Program Management, Project Management, Cloud Computing, Public Speaking, Integration, Shell Scripting, Disaster Recovery, Java, Python
Education
Northeastern University 1993 — 1995
M.B.A., High Tech Program
Massachusetts Institute of Technology 1985 — 1989
B.S., Physics
State Street Global Advisors June 1996 - Present
Vineyard Power 2010 - Present
ACEMV.org 2008 - 2011
Fidelity Investments January 1991 - June 1996
Skills
Program Management, Project Management, Cloud Computing, Public Speaking, Integration, Shell Scripting, Disaster Recovery, Java, Python
Education
Northeastern University 1993 — 1995
M.B.A., High Tech Program
Massachusetts Institute of Technology 1985 — 1989
B.S., Physics
Deborah Trask's State Street Global Advisors Experience 1990 - 1994
Job Chief Operating Officer at HIllcrest Asset Management
Industry Financial Services
Experience
Hillcrest Asset Management October 2007 - Present
Center for Investment Research 1995 - Present
Institutional Investor 1995 - Present
Journal of Behavioral Finance 1999 - 2011
Institutional Investor Journals 1996 - 2011
RPF Equity Advisors 2005 - 2006
Dana Investment Advisors 1999 - 2005
Intercoast Capital Company 1994 - 1996
State Street Global Advisors 1990 - 1994
The Boston Company 1988 - 1989
Education
University of Texas at Dallas - Naveen Jindal School of Management 1997 — 2001
MBA, Finance
Northeastern University 1980 — 1984
BS, Business Administration
Middlesex Community College 1974 — 1976
AS, Dental Hygiene
Hillcrest Asset Management October 2007 - Present
Center for Investment Research 1995 - Present
Institutional Investor 1995 - Present
Journal of Behavioral Finance 1999 - 2011
Institutional Investor Journals 1996 - 2011
RPF Equity Advisors 2005 - 2006
Dana Investment Advisors 1999 - 2005
Intercoast Capital Company 1994 - 1996
State Street Global Advisors 1990 - 1994
The Boston Company 1988 - 1989
Education
University of Texas at Dallas - Naveen Jindal School of Management 1997 — 2001
MBA, Finance
Northeastern University 1980 — 1984
BS, Business Administration
Middlesex Community College 1974 — 1976
AS, Dental Hygiene
Minkyu Kim's State Street Global Advisors Experience September 2008 - Present
Job Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors September 2008 - Present
State Street Global Advisors June 2007 - August 2007
Samsung Advanced Institute of Technology August 2005 - January 2006
N'ser Community July 1998 - August 2001
Education
Massachusetts Institute of Technology 2001 — 2008
Ph.D. and S.M., Electrical Engineering and Computer Science (Minor in Finance)
Seoul National University
B.S., Electrical Engineering
State Street Global Advisors September 2008 - Present
State Street Global Advisors June 2007 - August 2007
Samsung Advanced Institute of Technology August 2005 - January 2006
N'ser Community July 1998 - August 2001
Education
Massachusetts Institute of Technology 2001 — 2008
Ph.D. and S.M., Electrical Engineering and Computer Science (Minor in Finance)
Seoul National University
B.S., Electrical Engineering
Paul Thayer's State Street Global Advisors Experience April 2009 - June 2012
Job Backup and Recovery Specialist at IBM
Industry Financial Services
Experience
IBM July 2012 - February 2013
State Street Global Advisors April 2009 - June 2012
State Street Global Advisors July 2005 - April 2009
State Street Global Advisors August 1998 - July 2005
Digital Equipment Corp/HP August 1980 - August 1998
Skills
Unix, Disaster Recovery, Solaris, System Deployment, TSM Administration, Backup and Recovery, Autosys, AIX, Storage Area Networks, Cluster, Business Continuity, TSM, Storage, High Availability, Red Hat Linux, SAN, IBM AIX, Data Center, Vendor Management, System Administration
Education
Massasoit Community College
Associate of Science (AS), Business Administration
Suffolk University
Bachelor of Science (BS), Banking and Finance
IBM July 2012 - February 2013
State Street Global Advisors April 2009 - June 2012
State Street Global Advisors July 2005 - April 2009
State Street Global Advisors August 1998 - July 2005
Digital Equipment Corp/HP August 1980 - August 1998
Skills
Unix, Disaster Recovery, Solaris, System Deployment, TSM Administration, Backup and Recovery, Autosys, AIX, Storage Area Networks, Cluster, Business Continuity, TSM, Storage, High Availability, Red Hat Linux, SAN, IBM AIX, Data Center, Vendor Management, System Administration
Education
Massasoit Community College
Associate of Science (AS), Business Administration
Suffolk University
Bachelor of Science (BS), Banking and Finance
Josh Brenner's State Street Global Advisors Experience December 2013 - February 2014
Job Contract Production Designer at New Balance
Industry Graphic Design
Experience
New Balance July 2014 - Present
George P Johnson Experience Marketing April 2014 - May 2014
State Street Global Advisors December 2013 - February 2014
Canton Chai Center June 2013 - January 2014
Casual Male Retail Group July 2010 - June 2013
Canton Chai Center June 2009 - September 2010
CVS Caremark February 2009 - May 2009
PRA Architects February 2008 - May 2009
Motiv (formerly known as Proteus Design) 2005 - 2008
Larry Aaronson/SJW August 2007 - September 2007
Skills
Graphic Design, Layout, Adobe Creative Suite, Photoshop, QuarkXPress, Brochures, Pre-press, Illustrator, Typography, Graphics, Logo Design, Color Management, Offset Printing, Mac, InDesign, Posters, Art, Web Design, Painting, Illustration, Image Editing
Education
Massachusetts College of Art and Design 1997 — 2000
BFA, Film, Video, Graphics
Pratt Institute 1988 — 1988
Foundation Fine Art, Light Color & Design, Drawing, Painting, 3D Design and Art History
Cambridge Rindge & Latin
New Balance July 2014 - Present
George P Johnson Experience Marketing April 2014 - May 2014
State Street Global Advisors December 2013 - February 2014
Canton Chai Center June 2013 - January 2014
Casual Male Retail Group July 2010 - June 2013
Canton Chai Center June 2009 - September 2010
CVS Caremark February 2009 - May 2009
PRA Architects February 2008 - May 2009
Motiv (formerly known as Proteus Design) 2005 - 2008
Larry Aaronson/SJW August 2007 - September 2007
Skills
Graphic Design, Layout, Adobe Creative Suite, Photoshop, QuarkXPress, Brochures, Pre-press, Illustrator, Typography, Graphics, Logo Design, Color Management, Offset Printing, Mac, InDesign, Posters, Art, Web Design, Painting, Illustration, Image Editing
Education
Massachusetts College of Art and Design 1997 — 2000
BFA, Film, Video, Graphics
Pratt Institute 1988 — 1988
Foundation Fine Art, Light Color & Design, Drawing, Painting, 3D Design and Art History
Cambridge Rindge & Latin
Richard B. Weed, CFA's State Street Global Advisors Experience March 1993 - December 2000
Job Senior Vice President at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments July 2015 - Present
F-Squared Investments September 2011 - July 2015
Vernon Square Capital LLC January 2009 - December 2010
Putnam Investments December 2000 - December 2008
State Street Global Advisors March 1993 - December 2000
Skills
Capital, Equities, Investment Management, Alternative Investments, Hedge Funds, Portfolio Management, Emerging Markets, Investment Strategies, Asset Allocation, Investments, Bloomberg, Mutual Funds, Asset Managment, Quantitative Finance, Venture Capital, Securities, Structured Products, Options, Investment Advisory, Capital Markets, Financial Markets, Portfolio Optimization, Investment Banking, ETFs, Series 63, Trading, Asset Management, Trading Systems, Financial Modeling, Bonds, Fund Of Funds, Derivatives, Institutional..., Global Macro, Series 7, Financial Services, Wealth Management, Fixed Income, Quantitative Analytics, Private Equity, Equity Research, Equity Trading, Equity Derivatives, Electronic Trading, Valuation, Equity Valuation, Hedging, Market Risk, Separately Managed..., Structured Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1992
MS, Finance
Northeastern University 1986 — 1989
MS, Chem. Eng
Worcester Polytechnic Institute 1981 — 1985
BS, Chem. Eng
Marblehead High School 1979 — 1981
Mackenzie Investments July 2015 - Present
F-Squared Investments September 2011 - July 2015
Vernon Square Capital LLC January 2009 - December 2010
Putnam Investments December 2000 - December 2008
State Street Global Advisors March 1993 - December 2000
Skills
Capital, Equities, Investment Management, Alternative Investments, Hedge Funds, Portfolio Management, Emerging Markets, Investment Strategies, Asset Allocation, Investments, Bloomberg, Mutual Funds, Asset Managment, Quantitative Finance, Venture Capital, Securities, Structured Products, Options, Investment Advisory, Capital Markets, Financial Markets, Portfolio Optimization, Investment Banking, ETFs, Series 63, Trading, Asset Management, Trading Systems, Financial Modeling, Bonds, Fund Of Funds, Derivatives, Institutional..., Global Macro, Series 7, Financial Services, Wealth Management, Fixed Income, Quantitative Analytics, Private Equity, Equity Research, Equity Trading, Equity Derivatives, Electronic Trading, Valuation, Equity Valuation, Hedging, Market Risk, Separately Managed..., Structured Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1992
MS, Finance
Northeastern University 1986 — 1989
MS, Chem. Eng
Worcester Polytechnic Institute 1981 — 1985
BS, Chem. Eng
Marblehead High School 1979 — 1981
Ed Chang's State Street Global Advisors Experience March 2001 - January 2009
Job Distributed Systems capacity planner & Performance Engineer
Industry Information Technology and Services
Experience
UnitedHealth Group October 2010 - Present
BNY Mellon December 2009 - October 2010
Ajilon Consulting March 2009 - December 2009
State Street Global Advisors March 2001 - January 2009
Fidelity Investments August 1998 - March 2001
Millipore August 1995 - February 1998
Earth Tech Environmental LLC September 1992 - January 1995
Systems Applications 1989 - 1991
Skills
ITIL, BMC Patrol, HP Openview, Unix Shell Scripting, Perl, Performance Management, Capacity Building, Capacity Planning, VMware, LPAR, BMc Performance..., SAS
Education
McGill University
M. Sc., Meteorology
National Taiwan University
B. Sc., Atmospheric Sciences
UnitedHealth Group October 2010 - Present
BNY Mellon December 2009 - October 2010
Ajilon Consulting March 2009 - December 2009
State Street Global Advisors March 2001 - January 2009
Fidelity Investments August 1998 - March 2001
Millipore August 1995 - February 1998
Earth Tech Environmental LLC September 1992 - January 1995
Systems Applications 1989 - 1991
Skills
ITIL, BMC Patrol, HP Openview, Unix Shell Scripting, Perl, Performance Management, Capacity Building, Capacity Planning, VMware, LPAR, BMc Performance..., SAS
Education
McGill University
M. Sc., Meteorology
National Taiwan University
B. Sc., Atmospheric Sciences
Christina Bruneau's State Street Global Advisors Experience PrincipalState StreetMarch 2000 - Present
Job Principal at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors PrincipalState StreetMarch 2000 - Present
Education
Nazareth College 1985 — 1989
BS, Business, Marketing
State Street Global Advisors PrincipalState StreetMarch 2000 - Present
Education
Nazareth College 1985 — 1989
BS, Business, Marketing
Jennifer (Merrill) Smith's State Street Global Advisors Experience June 2012 - March 2013
Job Project/Program Manager
Industry Financial Services
Experience
Hagar's Sisters August 2013 - August 2014
State Street Global Advisors June 2012 - March 2013
State Street Global Advisors May 2011 - March 2013
State Street Global Advisors June 2007 - June 2012
State Street Global Advisors May 2005 - December 2006
State Street Global Advisors May 2004 - May 2005
Skills
SharePoint, Project Management, Change Management, Troubleshooting, Visio, IT Service Management, Management, Databases, Business Process, Quality Assurance, Software Documentation, Security, Program Management, Operations Management
Education
Northeastern University 1999 — 2004
BSBA, Marketing/MIS
Hagar's Sisters August 2013 - August 2014
State Street Global Advisors June 2012 - March 2013
State Street Global Advisors May 2011 - March 2013
State Street Global Advisors June 2007 - June 2012
State Street Global Advisors May 2005 - December 2006
State Street Global Advisors May 2004 - May 2005
Skills
SharePoint, Project Management, Change Management, Troubleshooting, Visio, IT Service Management, Management, Databases, Business Process, Quality Assurance, Software Documentation, Security, Program Management, Operations Management
Education
Northeastern University 1999 — 2004
BSBA, Marketing/MIS
Dodd Lyles's State Street Global Advisors Experience 2002 - 2008
Job IT Security Analyst at TJX
Industry Information Technology and Services
Experience
TJX Corp April 2008 - Present
State Street Bank January 2002 - April 2008
State Street Global Advisors 2002 - 2008
Education
Miami Dade College 1991 — 1992
Computer Science
TJX Corp April 2008 - Present
State Street Bank January 2002 - April 2008
State Street Global Advisors 2002 - 2008
Education
Miami Dade College 1991 — 1992
Computer Science
Robert Fort's State Street Global Advisors Experience 1995 - 2004
Job MD at BNY Mellon Cash Investment Strategies
Industry Investment Management
Experience
BNY Mellon March 2006 - Present
Reserve Funds March 2005 - May 2006
State Street Global Advisors 1995 - 2004
State Street 2000 - 2003
Dreyfus January 1985 - February 1995
Skills
Fixed Income, Bonds, Alternative Investments, Securities Lending, Hedge Funds, Securities, Asset Managment, Bloomberg, Portfolio Management, Capital Markets, ABS, Trading, Series 63, Asset Management
Education
New York Institute of Technology 1980 — 1985
B.S., Business Administration
BNY Mellon March 2006 - Present
Reserve Funds March 2005 - May 2006
State Street Global Advisors 1995 - 2004
State Street 2000 - 2003
Dreyfus January 1985 - February 1995
Skills
Fixed Income, Bonds, Alternative Investments, Securities Lending, Hedge Funds, Securities, Asset Managment, Bloomberg, Portfolio Management, Capital Markets, ABS, Trading, Series 63, Asset Management
Education
New York Institute of Technology 1980 — 1985
B.S., Business Administration
Liz Kindseth's State Street Global Advisors Experience May 1996 - October 1998
Job Sr. Manager, Retirement Services & Benefits Compliance at G4S
Industry Human Resources
Experience
G4S Secure Solutions (USA) Inc. July 2015 - Present
ADP Totalsource May 2012 - January 2015
Wachovia, A Wells Fargo Company September 2011 - May 2012
Wachovia, A Wells Fargo Company June 2009 - August 2011
WyStar (Wachovia) January 2005 - May 2009
PFPC/WyStar June 2002 - December 2004
American Express October 1998 - May 2002
State Street Global Advisors May 1996 - October 1998
Skills
Financial Services, 401k, Mutual Funds, Investments, Relationship Management, Retirement Planning, Securities, Banking, Management, Process Improvement, Retirement, Microsoft Excel, Customer Service
Education
Minnesota State University, Moorhead 1990 — 1995
B.A., Political Science
G4S Secure Solutions (USA) Inc. July 2015 - Present
ADP Totalsource May 2012 - January 2015
Wachovia, A Wells Fargo Company September 2011 - May 2012
Wachovia, A Wells Fargo Company June 2009 - August 2011
WyStar (Wachovia) January 2005 - May 2009
PFPC/WyStar June 2002 - December 2004
American Express October 1998 - May 2002
State Street Global Advisors May 1996 - October 1998
Skills
Financial Services, 401k, Mutual Funds, Investments, Relationship Management, Retirement Planning, Securities, Banking, Management, Process Improvement, Retirement, Microsoft Excel, Customer Service
Education
Minnesota State University, Moorhead 1990 — 1995
B.A., Political Science
Peter Leahy's State Street Global Advisors Experience 2005 - October 2008
Job President at Stuart Street Consulting
Industry Investment Management
Experience
Stuart Street Consulting September 2011 - Present
Grantham, Mayo, Van Otterloo January 2009 - August 2011
State Street Global Advisors 2005 - October 2008
State Street Global Advisors 2004 - 2005
State Street Global Advisors 1997 - 2004
State Street Global Advisors 1994 - 1997
State Street Global Advisors 1991 - 1994
Bankers Trust 1989 - 1991
Bankers Trust 1987 - 1989
Skills
Strategic Consulting
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
Middlebury College 1979 — 1983
BA, cum laude, Economics
Stuart Street Consulting September 2011 - Present
Grantham, Mayo, Van Otterloo January 2009 - August 2011
State Street Global Advisors 2005 - October 2008
State Street Global Advisors 2004 - 2005
State Street Global Advisors 1997 - 2004
State Street Global Advisors 1994 - 1997
State Street Global Advisors 1991 - 1994
Bankers Trust 1989 - 1991
Bankers Trust 1987 - 1989
Skills
Strategic Consulting
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
Middlebury College 1979 — 1983
BA, cum laude, Economics
Lance Burnet's State Street Global Advisors Experience 2000 - 2003
Job Lead Application Support Analyst at Rue La La
Industry Information Technology and Services
Experience
Rue La La March 2013 - Present
Rue La La May 2011 - March 2013
PatientKeeper May 2009 - May 2011
Harvard Graduate School of Education July 2007 - May 2009
State Street Bank 2003 - 2007
State Street Global Advisors 2000 - 2003
Skills
WMS Implementations, Databases, SQL, SQL PL, Troubleshooting, Order Management, HTML, Windows, XML, Unix, JavaScript, Oracle, Process Improvement, Business Analysis, Warehouse Management
Education
Loyola University New Orleans 1995 — 1997
MBA, Business
Tulane University 1990 — 1994
BA, History
Rue La La March 2013 - Present
Rue La La May 2011 - March 2013
PatientKeeper May 2009 - May 2011
Harvard Graduate School of Education July 2007 - May 2009
State Street Bank 2003 - 2007
State Street Global Advisors 2000 - 2003
Skills
WMS Implementations, Databases, SQL, SQL PL, Troubleshooting, Order Management, HTML, Windows, XML, Unix, JavaScript, Oracle, Process Improvement, Business Analysis, Warehouse Management
Education
Loyola University New Orleans 1995 — 1997
MBA, Business
Tulane University 1990 — 1994
BA, History
Sharon Moore-Gill's State Street Global Advisors Experience July 2012 - Present
Job Executive Assistant at State Street (SSgA)
Industry Financial Services
Experience
State Street Global Advisors July 2012 - Present
State Street (SSgA) July 2012 - Present
Fidelity February 2011 - June 2012
Tufts-New England Medical Center February 2009 - February 2011
State Street 2001 - 2009
Skills
Administrative..., Calendaring, Travel Arrangements, Spreadsheets, Microsoft Excel, PowerPoint, Data Entry, Access, Lotus Notes, Microsoft Word, Office Management, Microsoft Office, PeopleSoft, Office Administration, Customer Service, Visio, File Management, Research, Event Planning
Education
Massasoit Community College
Associate's degree
State Street Global Advisors July 2012 - Present
State Street (SSgA) July 2012 - Present
Fidelity February 2011 - June 2012
Tufts-New England Medical Center February 2009 - February 2011
State Street 2001 - 2009
Skills
Administrative..., Calendaring, Travel Arrangements, Spreadsheets, Microsoft Excel, PowerPoint, Data Entry, Access, Lotus Notes, Microsoft Word, Office Management, Microsoft Office, PeopleSoft, Office Administration, Customer Service, Visio, File Management, Research, Event Planning
Education
Massasoit Community College
Associate's degree
Chiew Sing (Cindy) Ling, CFA's State Street Global Advisors Experience 1998 - 2000
Job Branch Office Manager, Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
World Financial Group (WFG) June 2001 - Present
New Frontiers Computing Solutions November 2000 - Present
Investment Advisors International 2006 - December 2011
State Street Global Advisors 1998 - 2000
Advance Investment Technologies 1996 - 1998
Bank of America 1994 - 1996
ITI 1990 - 1993
Information Tecnology Institute 1990 - 1992
Skills
Global Investment..., Investments, Strategic Financial..., Quantitative Investing, Retirement Planning, Equities, Fixed Income, Foreign Exchange, Variable Annuities, Insurance, Leadership, Multi-cultural team..., IRAs, Investment Strategies
Education
UNSW Australia 1988 — 1990
Master of Engineering Science, Advance Robotics and Signal Processing
Monash University 1984 — 1986
Bachelor of Science, Applied Mathematics & Computer Science
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division January 2012 - Present
World Financial Group (WFG) June 2001 - Present
New Frontiers Computing Solutions November 2000 - Present
Investment Advisors International 2006 - December 2011
State Street Global Advisors 1998 - 2000
Advance Investment Technologies 1996 - 1998
Bank of America 1994 - 1996
ITI 1990 - 1993
Information Tecnology Institute 1990 - 1992
Skills
Global Investment..., Investments, Strategic Financial..., Quantitative Investing, Retirement Planning, Equities, Fixed Income, Foreign Exchange, Variable Annuities, Insurance, Leadership, Multi-cultural team..., IRAs, Investment Strategies
Education
UNSW Australia 1988 — 1990
Master of Engineering Science, Advance Robotics and Signal Processing
Monash University 1984 — 1986
Bachelor of Science, Applied Mathematics & Computer Science
Kevin Tuttle's State Street Global Advisors Experience August 2009 - Present
Job Principal Manager Portfolio Administration at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors August 2009 - Present
State Street Global Advisors 2006 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 1999 - 2004
Skills
Bloomberg, Portfolio Management, Accounting, Fixed Income, Mutual Funds, Fund Accounting, Equities, Securities
Education
Merrimack College 1994 — 1999
Bachelor of Business Administration (BBA), Concentration- Finance and Business Management
Central Catholic 1990 — 1994
Central Catholic High School 1990 — 1994
State Street Global Advisors August 2009 - Present
State Street Global Advisors 2006 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 1999 - 2004
Skills
Bloomberg, Portfolio Management, Accounting, Fixed Income, Mutual Funds, Fund Accounting, Equities, Securities
Education
Merrimack College 1994 — 1999
Bachelor of Business Administration (BBA), Concentration- Finance and Business Management
Central Catholic 1990 — 1994
Central Catholic High School 1990 — 1994
Rick Tyson's State Street Global Advisors Experience February 2005 - March 2008
Job Senior Vice President at U.S. Trust
Industry Investment Management
Experience
U.S. Trust December 2014 - Present
Boston Private Bank & Trust Company April 2008 - December 2014
State Street Global Advisors February 2005 - March 2008
Boston College 2003 - 2005
Fidelity Investments, Charitable Services 1995 - 2003
Merrill Lynch February 1992 - February 1995
Skills
Asset Management, Endowments, Succession Planning, Planned Giving, Non-profits, Financial Planning, Estate Planning, Asset Managment, Strategic Financial..., Financial Analysis, Nonprofits, Finance, Investment Management, Investments, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Investment Strategies, Retirement Planning, Wealth Management..., Investment Advisory, Series 7, Equities, Financial Services, Charitable Giving
Education
Lynchburg College 1987 — 1991
BA, Economics
Lawrence Academy 1983 — 1987
U.S. Trust December 2014 - Present
Boston Private Bank & Trust Company April 2008 - December 2014
State Street Global Advisors February 2005 - March 2008
Boston College 2003 - 2005
Fidelity Investments, Charitable Services 1995 - 2003
Merrill Lynch February 1992 - February 1995
Skills
Asset Management, Endowments, Succession Planning, Planned Giving, Non-profits, Financial Planning, Estate Planning, Asset Managment, Strategic Financial..., Financial Analysis, Nonprofits, Finance, Investment Management, Investments, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Investment Strategies, Retirement Planning, Wealth Management..., Investment Advisory, Series 7, Equities, Financial Services, Charitable Giving
Education
Lynchburg College 1987 — 1991
BA, Economics
Lawrence Academy 1983 — 1987
Ning Wang's State Street Global Advisors Experience August 2015 - Present
Job Senior Associate, PDP Fixed Income, Cash and Currency (FICC) Group at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors August 2015 - Present
State Street July 2014 - August 2015
Grove Street Advisors January 2014 - March 2014
Guotai Junan Securities Co., Ltd February 2013 - April 2013
CITIC Private Equity Funds Management May 2012 - June 2012
CITIC Private Equity Funds Management February 2012 - May 2012
Roland Berger Strategy Consultants October 2011 - December 2011
RESEARCH ABOUT CHINA’S HOUSING MORTGAGE DEFAULT RISK PROJECT March 2011 - May 2011
Skills
Bloomberg, Valuation, Financial Modeling, Corporate Finance, Equity Research, Private Equity, Investment Banking, Equities, Financial Analysis, Investments, Consulting, Matlab, SAS, SQL, Economic Research, Finance, Microsoft Excel, Access, Capital IQ, SPSS, Mandarin
Education
MIT Sloan School of Management 2013 — 2014
Master's degree, Finance
Tsinghua University 2012 — 2013
Master of Finance, Corporate Finance Concentration
Renmin University of China 2008 — 2012
Bachelor, Financial Managment, 3.7
Sabancı Üniversitesi / Sabanci University 2010 — 2011
Exchange student, Erasmus scholarship, Business Administration and Management, General
Université catholique de Lille 2010 — 2010
Exchange student
State Street Global Advisors August 2015 - Present
State Street July 2014 - August 2015
Grove Street Advisors January 2014 - March 2014
Guotai Junan Securities Co., Ltd February 2013 - April 2013
CITIC Private Equity Funds Management May 2012 - June 2012
CITIC Private Equity Funds Management February 2012 - May 2012
Roland Berger Strategy Consultants October 2011 - December 2011
RESEARCH ABOUT CHINA’S HOUSING MORTGAGE DEFAULT RISK PROJECT March 2011 - May 2011
Skills
Bloomberg, Valuation, Financial Modeling, Corporate Finance, Equity Research, Private Equity, Investment Banking, Equities, Financial Analysis, Investments, Consulting, Matlab, SAS, SQL, Economic Research, Finance, Microsoft Excel, Access, Capital IQ, SPSS, Mandarin
Education
MIT Sloan School of Management 2013 — 2014
Master's degree, Finance
Tsinghua University 2012 — 2013
Master of Finance, Corporate Finance Concentration
Renmin University of China 2008 — 2012
Bachelor, Financial Managment, 3.7
Sabancı Üniversitesi / Sabanci University 2010 — 2011
Exchange student, Erasmus scholarship, Business Administration and Management, General
Université catholique de Lille 2010 — 2010
Exchange student
Yuedan Liu's State Street Global Advisors Experience October 2007 - July 2009
Job Analyst at PSP Investments
Industry Financial Services
Experience
PSP Investments October 2011 - Present
PSP Investments May 2011 - October 2011
State Street Global Advisors October 2007 - July 2009
Skills
Portfolio Management, Bloomberg, Analysis
Education
Society of Actuaries 2007 — 2012
The University of Western Ontario 2009 — 2010
MSc
McGill University 2003 — 2007
BSc
PSP Investments October 2011 - Present
PSP Investments May 2011 - October 2011
State Street Global Advisors October 2007 - July 2009
Skills
Portfolio Management, Bloomberg, Analysis
Education
Society of Actuaries 2007 — 2012
The University of Western Ontario 2009 — 2010
MSc
McGill University 2003 — 2007
BSc
venkata naga rentachinthala's State Street Global Advisors Experience 2006 - Present
Job Sr Application Developer at state street global advisors
Industry Computer Software
Experience
state street global advisors 2006 - Present
Skills
SDLC, Requirements Analysis, Oracle, Agile Methodologies, Data Warehousing, SQL, Business Analysis, Enterprise Architecture, Weblogic, Unix, PL/SQL, Data Modeling
Education
McNeese State University 2003 — 2005
Masters, Electrical Engineering
state street global advisors 2006 - Present
Skills
SDLC, Requirements Analysis, Oracle, Agile Methodologies, Data Warehousing, SQL, Business Analysis, Enterprise Architecture, Weblogic, Unix, PL/SQL, Data Modeling
Education
McNeese State University 2003 — 2005
Masters, Electrical Engineering
Lin Liu, CFA's State Street Global Advisors Experience February 2014 - Present
Job High Yield Credit Analyst at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors February 2014 - Present
State Street Global Advisors July 2012 - July 2014
Mubadala Development Company June 2011 - August 2011
CICC January 2007 - June 2010
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Fixed Income, Investments, Derivatives, Equity Research, Financial Analysis, Emerging Markets, Portfolio Management, Capital Markets, Alternative Investments, Asset Managment, Risk Management, FX Options
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Finance, General
Tsinghua University 2003 — 2007
BS, Finance
State Street Global Advisors February 2014 - Present
State Street Global Advisors July 2012 - July 2014
Mubadala Development Company June 2011 - August 2011
CICC January 2007 - June 2010
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Fixed Income, Investments, Derivatives, Equity Research, Financial Analysis, Emerging Markets, Portfolio Management, Capital Markets, Alternative Investments, Asset Managment, Risk Management, FX Options
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Finance, General
Tsinghua University 2003 — 2007
BS, Finance
Sebastjan Smodis, CFA, FRM's State Street Global Advisors Experience July 2015 - Present
Job Global Head of Liquidity Risk Management at State Street Global Advisors Vice President, Lecturer at LBS
Industry Investment Management
Experience
State Street Global Advisors July 2015 - Present
State Street Global Advisors January 2015 - July 2015
CFA Society of the UK 2011 - July 2015
London Business School January 2013 - June 2015
State Street Global Advisors January 2013 - January 2015
LNG Capital LLP October 2012 - December 2012
London Business School August 2011 - September 2012
Fidelity Worldwide Investment February 2012 - August 2012
ALTA Group (previously Poteza d.d.) July 2007 - July 2011
Poteza d.d. 2007 - 2010
Skills
Investment Strategies, Risk Management, Derivatives, Credit Analysis, Financial Engineering, Credit Risk, Corporate Finance, Consulting, Leadership, Project Management, Corporate Strategy..., Change Management, Fixed Income, Asset Management, Valuation, Portfolio Management, Investments, Credit Derivatives, Financial Risk, Finance, Financial Modeling, Capital Markets
Education
London Business School 2011 — 2012
Masters in Finance, Finance and Strategy
Univerza v Ljubljani 1999 — 2004
BSc Economics, Banking and Finance concentration, Graduated with honours (10/10)
Vienna University of Economics and Business (WU) 2004 — 2004
International Summer University, Accounting and Finance, Entrepreneurship
Paris Graduate School of Management 2003 — 2003
Erasmus exchange program, Financial Management and Investments
State Street Global Advisors July 2015 - Present
State Street Global Advisors January 2015 - July 2015
CFA Society of the UK 2011 - July 2015
London Business School January 2013 - June 2015
State Street Global Advisors January 2013 - January 2015
LNG Capital LLP October 2012 - December 2012
London Business School August 2011 - September 2012
Fidelity Worldwide Investment February 2012 - August 2012
ALTA Group (previously Poteza d.d.) July 2007 - July 2011
Poteza d.d. 2007 - 2010
Skills
Investment Strategies, Risk Management, Derivatives, Credit Analysis, Financial Engineering, Credit Risk, Corporate Finance, Consulting, Leadership, Project Management, Corporate Strategy..., Change Management, Fixed Income, Asset Management, Valuation, Portfolio Management, Investments, Credit Derivatives, Financial Risk, Finance, Financial Modeling, Capital Markets
Education
London Business School 2011 — 2012
Masters in Finance, Finance and Strategy
Univerza v Ljubljani 1999 — 2004
BSc Economics, Banking and Finance concentration, Graduated with honours (10/10)
Vienna University of Economics and Business (WU) 2004 — 2004
International Summer University, Accounting and Finance, Entrepreneurship
Paris Graduate School of Management 2003 — 2003
Erasmus exchange program, Financial Management and Investments
Edith Rathé, CFA's State Street Global Advisors Experience January 2002 - December 2011
Job VicePresident, Compliance at Fiera Capital Corporation
Industry Investment Management
Experience
Fiera Capital Corporation December 2011 - Present
State Street Global Advisors January 2002 - December 2011
Education
CFA Institute
CFA charterholder, CFA charterholder
McGill University 1994 — 1996
B.Comm, Finance & International Business
Fiera Capital Corporation December 2011 - Present
State Street Global Advisors January 2002 - December 2011
Education
CFA Institute
CFA charterholder, CFA charterholder
McGill University 1994 — 1996
B.Comm, Finance & International Business
Mark Pazdyk, CIPM's State Street Global Advisors Experience 2008 - 2010
Job Consultant at Meradia
Industry Financial Services
Experience
Meradia Group October 2012 - Present
Wellington Management November 2010 - September 2012
State Street Global Advisors 2008 - 2010
Woodstock Corporation 2007 - 2008
Skills
Financial Services, Investment Management, Management, Hedge Funds, Project Management, Performance Measurement, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Investments
Education
Newbury College 2001 — 2004
Bachelor's degree, Accounting
Meradia Group October 2012 - Present
Wellington Management November 2010 - September 2012
State Street Global Advisors 2008 - 2010
Woodstock Corporation 2007 - 2008
Skills
Financial Services, Investment Management, Management, Hedge Funds, Project Management, Performance Measurement, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Investments
Education
Newbury College 2001 — 2004
Bachelor's degree, Accounting
Tim Rivotto's State Street Global Advisors Experience June 2012 - August 2012
Job Student at MGH Institute of Health Professionals (DPT)
Industry Higher Education
Experience
MGH Institute of Health Professions May 2014 - Present
Cetrulo LLP November 2013 - May 2014
University of Richmond March 2010 - May 2013
University of Richmond August 2009 - May 2013
State Street Global Advisors June 2012 - August 2012
State Street Global Advisors June 2011 - August 2011
Northeast Tennis Center 2005 - 2011
Skills
SPSS, Statistics, Microsoft Office, Research, Public Speaking, ETFs, Organizing, CRM (Onyx), PowerPoint, Microsoft Excel
Education
MGH Institute of Health Professions 2014 — 2017
Doctor of Physical Therapy (DPT)
University of Richmond 2009 — 2013
Bachelor of Science, Psychology
Institute for International Education of Students - Rome 2012 — 2012
History, Art History, International Relations, Italian, 1 Semester
Austin Preparatory School 2002 — 2009
High School
MGH Institute of Health Professions May 2014 - Present
Cetrulo LLP November 2013 - May 2014
University of Richmond March 2010 - May 2013
University of Richmond August 2009 - May 2013
State Street Global Advisors June 2012 - August 2012
State Street Global Advisors June 2011 - August 2011
Northeast Tennis Center 2005 - 2011
Skills
SPSS, Statistics, Microsoft Office, Research, Public Speaking, ETFs, Organizing, CRM (Onyx), PowerPoint, Microsoft Excel
Education
MGH Institute of Health Professions 2014 — 2017
Doctor of Physical Therapy (DPT)
University of Richmond 2009 — 2013
Bachelor of Science, Psychology
Institute for International Education of Students - Rome 2012 — 2012
History, Art History, International Relations, Italian, 1 Semester
Austin Preparatory School 2002 — 2009
High School
Jeffrey Boucher's State Street Global Advisors Experience August 2000 - May 2009
Job Associate Consultant at Marsh & McLennan Agency
Industry Insurance
Experience
Marsh & McLennan Agency December 2014 - Present
USI Insurance Services May 2014 - November 2014
Hub International New England July 2011 - April 2014
Hub International July 2011 - April 2014
State Street Global Advisors August 2000 - May 2009
Skills
Customer Service, Insurance, Investments, Risk Management, CRM, Employee Benefits, Account Management, Mutual Funds, Series 7, Banking, Relationship Management, Securities
Education
Nichols College 1994 — 1998
Bachelor of Science in Business Administration, Business Management
Marsh & McLennan Agency December 2014 - Present
USI Insurance Services May 2014 - November 2014
Hub International New England July 2011 - April 2014
Hub International July 2011 - April 2014
State Street Global Advisors August 2000 - May 2009
Skills
Customer Service, Insurance, Investments, Risk Management, CRM, Employee Benefits, Account Management, Mutual Funds, Series 7, Banking, Relationship Management, Securities
Education
Nichols College 1994 — 1998
Bachelor of Science in Business Administration, Business Management
Marcus Chuan Sin Goh's State Street Global Advisors Experience August 2015 - Present
Job Liquidity Risk, AVP at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors August 2015 - Present
Manulife Financial August 2011 - August 2015
DST Global Solutions (North America) October 2008 - August 2011
Citi January 2006 - June 2008
Monetary Authority of Singapore 2005 - 2007
Skills
Structured Products, Fixed Income, Market Risk, Derivatives
Education
National University of Singapore / NUS
MSc, Financial Engineering
National University of Singapore / NUS
BSc, Electrical Engineering
State Street Global Advisors August 2015 - Present
Manulife Financial August 2011 - August 2015
DST Global Solutions (North America) October 2008 - August 2011
Citi January 2006 - June 2008
Monetary Authority of Singapore 2005 - 2007
Skills
Structured Products, Fixed Income, Market Risk, Derivatives
Education
National University of Singapore / NUS
MSc, Financial Engineering
National University of Singapore / NUS
BSc, Electrical Engineering
Charles Voelker's State Street Global Advisors Experience January 2012 - December 2012
Job IT Audit Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
State Street Global Advisors January 2012 - December 2012
EF Education First January 2011 - July 2011
Education
Northeastern University 2009 — 2013
Business Administration
Loch Raven High School 2005 — 2009
Fidelity Investments January 2013 - Present
State Street Global Advisors January 2012 - December 2012
EF Education First January 2011 - July 2011
Education
Northeastern University 2009 — 2013
Business Administration
Loch Raven High School 2005 — 2009
Alejandro Gaba's State Street Global Advisors Experience June 2015 - Present
Job Deputy Head of Research / Senior Portfolio Manager at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors June 2015 - Present
State Street Global Advisors March 2010 - April 2015
State Street Global Advisors April 2007 - March 2010
State Street Global Advisors November 2005 - April 2007
Moody's Investors Service 2005 - 2005
Skills
Equities, Bloomberg, Mutual Funds, Portfolio Management, Asset Management, Hedge Funds, Investments, Alternative Investments, Derivatives, Asset Allocation, Securities, Capital Markets, Investment Strategies, Financial Markets, Investment Management, Valuation, Wealth Management, Financial Modeling
Education
William E. Simon School of Business 2001 — 2005
PhD (ABD - All But Dissertation), Finance
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2005
Master of Business Administration (MBA), Finance, General
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2005
Master of Science (M.S.), Applied Economics
University of North Carolina at Chapel Hill 1997 — 2001
Master of Science (M.S.), Astrophysics
McGill University 1994 — 1997
Bachelor of Science (B.Sc.), Physics
State Street Global Advisors June 2015 - Present
State Street Global Advisors March 2010 - April 2015
State Street Global Advisors April 2007 - March 2010
State Street Global Advisors November 2005 - April 2007
Moody's Investors Service 2005 - 2005
Skills
Equities, Bloomberg, Mutual Funds, Portfolio Management, Asset Management, Hedge Funds, Investments, Alternative Investments, Derivatives, Asset Allocation, Securities, Capital Markets, Investment Strategies, Financial Markets, Investment Management, Valuation, Wealth Management, Financial Modeling
Education
William E. Simon School of Business 2001 — 2005
PhD (ABD - All But Dissertation), Finance
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2005
Master of Business Administration (MBA), Finance, General
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2005
Master of Science (M.S.), Applied Economics
University of North Carolina at Chapel Hill 1997 — 2001
Master of Science (M.S.), Astrophysics
McGill University 1994 — 1997
Bachelor of Science (B.Sc.), Physics
Shawn Dye's State Street Global Advisors Experience May 1996 - January 2000
Job Owner at D&K Properties
Industry Banking
Experience
Bank of the West March 2004 - Present
D&K Properties August 2001 - Present
U.S. Bank July 2001 - October 2003
Wells Fargo January 2000 - July 2001
State Street Global Advisors May 1996 - January 2000
Skills
Wealth Management, Series 63, Investments, Series 7, Cross Selling, Banking, Retail Banking, Relationship Management, Risk Management, Series 66, Credit
Education
Minnesota State University, Moorhead
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Bank of the West March 2004 - Present
D&K Properties August 2001 - Present
U.S. Bank July 2001 - October 2003
Wells Fargo January 2000 - July 2001
State Street Global Advisors May 1996 - January 2000
Skills
Wealth Management, Series 63, Investments, Series 7, Cross Selling, Banking, Retail Banking, Relationship Management, Risk Management, Series 66, Credit
Education
Minnesota State University, Moorhead
Bachelor's degree, Business, Management, Marketing, and Related Support Services
John Furtado's State Street Global Advisors Experience 2007 - 2010
Job Investment Operations
Industry Investment Management
Experience
Prime, Buchholz & Associates 2010 - 2015
State Street Global Advisors 2007 - 2010
State Street Corporation 2000 - 2007
Skills
Fixed Income, Bloomberg, Equities, Mutual Funds, Asset Management, Alternative Investments, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Trading, Derivatives, Visual Basic, Financial Services, Securities, Financial Analysis, Fund Accounting, Investment Management, Operational Analysis, Operational Risk, Anti Money Laundering, Private Equity, Wealth Management..., Operational Planning, Logistics Management, Operations Management, Microsoft Excel, Financial Reporting, Relationship Management
Education
Middlesex Community College
Prime, Buchholz & Associates 2010 - 2015
State Street Global Advisors 2007 - 2010
State Street Corporation 2000 - 2007
Skills
Fixed Income, Bloomberg, Equities, Mutual Funds, Asset Management, Alternative Investments, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Trading, Derivatives, Visual Basic, Financial Services, Securities, Financial Analysis, Fund Accounting, Investment Management, Operational Analysis, Operational Risk, Anti Money Laundering, Private Equity, Wealth Management..., Operational Planning, Logistics Management, Operations Management, Microsoft Excel, Financial Reporting, Relationship Management
Education
Middlesex Community College
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.