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
State Street Global Markets October 2014 - Present
FTN Consulting January 2012 - Present
State Street Global Advisors May 2007 - November 2011
T. Rowe Price October 2002 - May 2007
INVESCO February 1999 - October 2002
Federal Reserve Bank March 1998 - April 1999
Kirkpatrick Pettis June 1997 - January 1998
Bank of America November 1994 - May 1997
Aegon September 1991 - October 1994
Skills
Asset Management, Series 7, Series 63, Mutual Funds, Strategic Planning, Consultative Selling, Bonds, Investments, Account Management, Professional Coaching, Energy Leadership Index..., Relationship Management, Fixed Income, Coaching, Equities, Asset Allocation, Alternative Investments, Leadership, Investment Strategies, Portfolio Management, Hedge Funds, Securities, Financial Services, Investment Advisory, Bloomberg, Selling
Education
Loyola College in Maryland 1993 — 1995
Business Administration and Management, General
The University of Texas at San Antonio 1988 — 1991
Bachelor of Business Administration, Business Management
St. Mary's College of Maryland 1987 — 1988
Liberal Arts and Sciences/Liberal Studies
IBM December 2012 - Present
State Street Global Advisors August 2004 - December 2012
Fidelity Investments May 1997 - August 2004
Raytheon August 1983 - May 1997
Electromagnetic Compatibility Analysis Center June 1980 - August 1983
Skills
Solaris, Red Hat Linux, Solaris Zones, AIX, System Administration, Operating Systems, Unix Shell Scripting, Disaster Recovery, Ksh, Veritas, Veritas Volume Manager, Veritas Cluster Server, Computer Hardware, Troubleshooting, High Availability, Servers, Unix, Storage Area Networks, TSM, VMware ESX, Storage, Shell Scripting, Perl, Virtualization, IBM AIX, Linux
Education
Saint Joseph's University 1976 — 1980
BS, Physics, GPA 3.69/4.0
Matrix Capital Management Company, L.P. June 2013 - July 2015
Kaufman Rossin Fund Services May 2010 - June 2013
State Street Global Advisors June 2009 - August 2009
Education
University of Notre Dame - Mendoza College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Providence College 2006 — 2010
B.S.
State Street Global Markets January 2014 - Present
State Street Global Markets September 2007 - January 2014
State Street Global Advisors December 2006 - September 2007
State Street Global Advisors December 2003 - December 2006
State Street Global Advisors August 2001 - December 2003
State Street Bank December 1999 - August 2001
Skills
Bloomberg, Operations Management, Internal Controls, Operational Risk..., Operational Support, Equities, Derivative Operations, Middle Office, Corporate Actions, Mutual Funds, Trading, Financial Risk
Education
Saint Anselm College 1996 — 1999
B.A, Politics
Boston College High School
Leveque Financial, LLC July 2006 - Present
Bank of America August 2003 - June 2006
State Street Global Advisors April 1998 - May 2003
Education
Salem State University 1995 — 2000
Bachelor of Science
Ruckus Wireless December 2011 - Present
Maverick Integration December 2009 - December 2011
Gemini Telemanagement Systems, Inc. May 2002 - December 2009
GTS, Inc. / Single Digits May 2002 - December 2009
Saint Anselm College April 2001 - May 2002
· Maintained computer laboratory October 1999 - May 2002
State Street Global Advisors January 2000 - January 2001
Skills
Account Management, CRM, Wireless, Product Management, WiFi, Cloud Computing, Wireless Networking, Networking, Security, Telecommunications, Team Leadership, Salesforce.com, Business Development, Channel Partners, Customer Satisfaction, Data Center, Direct Sales, Enterprise Software, Ethernet, Go-to-market Strategy, IP, IPTV, Integration, Leadership, Managed Services, Management, Mobile Devices, Network Architecture, Network Design, Network Security, New Business Development, Operating Systems, Pre-sales, Product Development, Product Marketing, Professional Services, Sales, Sales Process, Solution Selling, Strategic Partnerships, System Deployment, TCP/IP, Team Building, Technical Support, Troubleshooting, Unified Communications, Vendor Management, VoIP, WAN
Education
Saint Anselm College 1998 — 2002
Bachelor of Arts, Computer Science w/Business
Brockton High School 1994 — 1998
High School, High School
State Street Global Advisors June 2014 - Present
Henkel May 2013 - September 2013
Distinctive Janitorial Services December 2011 - August 2012
Premier Property Solutions, LLC May 2011 - August 2011
Natick Outdoor Store August 2008 - May 2011
Skills
CFA Level 1 Candidate -..., Finance, Equity Trading, Portfolio Management, Analysis, Cash Flow, Invoicing, Accounts Payable, Customer Service, Time Management, Management, Microsoft Office, Social Networking, Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word
Education
Quinnipiac University - School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Charted Financial Analyst Track
Quinnipiac University - School of Business 2009 — 2013
Bachelor's Degree, Finance, General
Toast, Inc. July 2015 - Present
State Street Global Advisors July 2013 - June 2015
State Street Global Advisors July 2011 - July 2013
Credit Suisse December 2010 - January 2011
Credit Suisse June 2010 - August 2010
Skills
Sales, Relationship Management, Series 7, Series 63, Financial Services, ETFs, Securities, Asset Management, Investment Strategies, Investments, Asset Allocation, Bloomberg
Education
Quinnipiac University 2007 — 2011
BS, Economics
Suffolk Construction April 2014 - Present
Turner Construction April 2013 - April 2014
Turner Construction Company April 2011 - April 2013
HCPro, Inc. April 2005 - November 2010
The Greeley Company, a division of HCPro, Inc. July 2000 - April 2005
Charles River Associates 2000 - 2002
Charles River Associates 1999 - 2000
The Boston Consulting Group 1998 - 1999
State Street Global Advisors 1996 - 1998
State Street Global Advisors 1996 - 1997
Skills
InDesign, Photoshop, Illustrator, PowerPoint, Microsoft Office, Flash, SketchUp, Adobe Acrobat, QuarkXPress, Adobe Creative Suite, Newsletters, Dreamweaver, Market Research, Layout, Graphic Design, Brochures, Project Management, Marketing, Management
Education
Salem State University 2002 — 2009
M.Ed., Elementary Education
University of Kansas 1987 — 1991
B.GS., Communications
Riverstone Holdings LLC February 2014 - Present
JP Morgan Asset Management April 2011 - February 2014
State Street Global Advisors June 2009 - August 2009
Education
St. Lawrence University 2006 — 2010
B.A., Economics, Chemistry
Numeric Investors June 2012 - September 2014
State Street Global Advisors February 2007 - January 2012
State Street Global Advisors March 2006 - February 2007
State Street August 2003 - September 2004
Peace Corps June 2002 - May 2003
MFS Investment Management October 2000 - August 2001
Skills
Investments, Equities, Mutual Funds, New Business Development, Investment Management, Alternative Investments, Series 7, Asset Managment, Relationship Management, Fixed Income, Hedge Funds, Asset Allocation, Business Development, Investment Strategies, Portfolio Management, Securities
Education
Saint Anselm College 1996 — 2000
BA, Politics
J.P. Morgan August 2014 - Present
Positive Retirement Outcomes, LLC September 2011 - August 2014
Samuel Financial, Inc. May 2009 - September 2011
BenefitStreet August 2004 - April 2009
State Street Global Advisors 2000 - 2003
State Street Global Advisors 1996 - 2000
Putnam Investments 1995 - 1996
Skills
Series 66, Mutual Funds, Investments, Financial Services, 401k, Retirement, Series 63, Retirement Planning, Pensions, Finance, Series 6
Education
Stonehill College 1986 — 1990
BA, Communications
Tradeweb 2013 - Present
Van Eck Global 2011 - 2013
State Street Global Advisors 2010 - 2011
State Street Global Advisors 2007 - 2010
Skills
Fixed Income, Hedge Funds, ETFs, Trading Systems, Trading, Alternative Investments, Bonds, Investments, Asset Managment, Series 7, Equities, Financial Services, Mutual Funds, Series 63, Securities, Bloomberg, Financial Markets, Asset Allocation, Derivatives, Asset Management
Education
Providence College
BS
Chaminade High School
State Street April 2010 - Present
ING July 2008 - June 2009
CitiStreet April 2000 - July 2008
State Street Global Advisors January 1993 - March 2000
State Street Bank July 1984 - December 1992
Education
Salem State University 1980 — 1984
BS, Business
State Street Global Advisors April 2015 - Present
State Street June 2014 - August 2014
State Street June 2013 - August 2013
State Street Bank June 2012 - August 2012
Skills
Finance, Mutual Funds, Financial Services, Securities, Alternative Investments, Trading, Bloomberg, Equities, Hedge Funds
Education
Salem State College 2013 — 2015
Master of Business Administration (MBA)
West Virginia University 2009 — 2013
BSBA, Finance, General
State Street Global Advisors September 2012 - Present
State Street Global Advisors February 2010 - Present
BlackRock October 2006 - January 2010
Merrill Lynch Investment Managers June 1987 - September 2006
Skills
Global Cash Management, Asset Managment, Cash Management, Series 7, Mutual Funds, Series 63, Relationship Management, Separately Managed..., Series 24, Investment Management, Financial Services, Investment Advisory, Treasury Management, Series 6, Money Market, Cash, Institutional Sales
Education
Saint Anselm College 1983 — 1987
Bachelor of Arts (B.A.), Business/Financial Economics
Boston College High School 1979 — 1983
State Street Global Advisors February 2008 - Present
Putnam Investments March 2000 - February 2008
Skills
Investment Operations, Portfolio Management, Analysis, Process Engineering, Corporate Actions, Project Management, Investment Operations...
Education
Salve Regina University 1983 — 1987
B.S, Finance
State Street Global Advisors May 2014 - Present
State Street Global Advisors June 2010 - May 2014
State Street Global Advisors August 2004 - June 2010
FactSet Research Systems Inc. 2000 - 2004
Skills
Portfolio Management, Asset Allocation, Equities, Investment Strategies, Product Management
Education
Skidmore College 1994 — 1998
Business
State Street Global Advisors April 2013 - Present
State Street October 2012 - April 2013
State Street March 2004 - October 2012
Ernst & Young 1997 - 2000
Skills
Due Diligence, Investments, Private Equity, Strategy, Equities, Finance, Mergers, Valuation, Securities, Capital Markets, Joint Ventures, Banking, Financial Services, Hedge Funds, Mergers & Acquisitions, Funding, Financial Markets, Executive Management, Alternative Investments, Corporate Finance, Asset Management
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1994 — 1996
Masters of Science, Finance
The University of Connecticut School of Business 1986 — 1990
Bachelor of Science, Accounting
Enterprise Rent-A-Car October 2013 - Present
Chaucer Syndicates Ltd September 2012 - October 2012
State Street Global Advisors May 2011 - August 2012
Enterprise Rent-A-Car November 2011 - July 2012
LexisNexis UK August 2011 - August 2011
Big Pink April 2011 - August 2011
Enterprise Rent-A-Car April 2011 - April 2011
Chaucer Syndicates Ltd March 2011 - March 2011
Big Pink February 2011 - March 2011
Chaucer Syndicates Ltd September 2010 - October 2010
Skills
VBA, Microsoft SQL Server, Fixed Income, Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Office, Microsoft Outlook, RAD, Back Office, T-SQL Stored Procedures
Education
Royal Holloway, U. of London 1997 — 2001
Computer Science and Electronics BSc(Hons), Second Class Honours (Lower Division)
San Jose State University 2002 — 2003
Masters in Computer Engineering
Genki 元気 Jacs 2013 — 2013
Japanese Language, Japanese Private Classes
Genki 元気 Jacs
Japanese Language, Japanese Private Classes and Group Classes
State Street Global Advisors September 2013 - Present
State Street September 2005 - August 2013
State Street 2001 - August 2005
State Street 1995 - 2001
Education
Providence College 1990 — 1994
Business Administration and Management, General
WEX Inc. January 2012 - Present
Maine Medical Center March 2008 - January 2012
Maine Medical Center June 1999 - March 2008
INC MAGAZINE August 1998 - June 1999
STATE STREET GLOBAL ADVISORS January 1996 - August 1998
Skills
HIPAA, NIST, PCI DSS, Vendor Management, Risk Management, ISO, Disaster Recovery, Security, Active Directory, Business Continuity, IT Management, System Administration, Integration, Network Security, VMware, Information Technology, Project Management, Information Security, Citrix, Servers, Computer Security, Network Administration, CISSP, VPN, Hardware, Networking, IT Audit, Technical Support, DNS, Enterprise Software, VMware ESX, Information Security..., Security Awareness, Windows Server, Data Center, IT Strategy, Virtualization, Governance, Microsoft Exchange, Identity Management, Program Management, Troubleshooting, Management, Process Improvement, Leadership, Software Documentation, Business Process, Strategy
Education
Wentworth Institute of Technology 1994 — 1998
BS, Computer Science
Rochester Institute of Technology 1993 — 1996
Computer Science
Massachusetts Department of Unemployment Assistance January 2013 - April 2013
Sovereign Bank May 2012 - August 2012
State Street December 2011 - April 2012
Fidelity Investments April 2011 - December 2011
State Street Bank 2003 - 2010
State Street Global Advisors 1999 - 2003
Federal Reserve Bank of Boston 1990 - 1999
Skills
HP Quality Center, SQL, MS Project, MS Visio, MS Excel, Visio, Quality Center, Business Requirements, Software Documentation, Microsoft Excel, User Acceptance Testing, MS Access, Testing, Quality Assurance, Requirements Gathering, Change Management, Software Quality..., Business Process, SDLC, Business Analysis, Access, Analysis
Education
Northeastern University 2014 — 2016
Graduate Certificate in Health Informatics, Health Informatics
Simmons College - Simmons School of Management 1989 — 1991
MBA, General
Wolters Kluwer Financial Services May 2011 - Present
OrigiNation, Inc January 2004 - Present
US Trust/Bank of America Co November 2003 - March 2009
State Street Global Advisors March 2001 - November 2003
State Street Global Advisors October 1999 - March 2001
State Street Bank and Trust Company January 1995 - October 1999
State Street Bank & Trust January 1988 - January 1999
Skills
Bloomberg, Financial Services, Fixed Income, Securities, CRM, Leadership, Fund Accounting, Equities, Portfolio Management, Banking, Risk Management, Mutual Funds, Business Analysis, Management, Investments
Education
Salem State College 1989 — 1993
Political Science
Mike McGonegal Voice-Overs June 2008 - Present
Global 360 August 2000 - September 2008
Lexign 2000 - 2008
State Street Global Advisors 1997 - 2000
Skills
Voice Acting, Sound Editing, Sound Production, Pro Tools, Adobe Audition, Sound Reinforcement, Live Sound, Windows Server, Commercials, Narration, Promos, Character, Sound, Voice Over, Acting, Animation, Medical Education, Camtasia, Premiere, Photoshop, Singing, Video, Character Animation, Editing, Film, Audio Editing, Radio, Broadcast, Sound Design, Post Production, Media Production, Digital Video, HD Video, Multimedia, Documentaries, Audio Engineering, Podcasting, Web Video, Recording, Television, Radio Broadcasting, Producing, Video Editing, Directing, Videography, Professional Audio, Broadcast Television, Screenwriting, Video Production, Camera
Education
Stevens Institute of Technology 1986 — 1990
Bachelor of Engineering (BE), Electrical Engineering
Ledyard High School 1982 — 1986
Dominique Strategic Consulting November 2013 - Present
SAR Bahamas Consulting August 2013 - Present
UBS Global Asset Management June 2010 - February 2011
State Street Global Advisors October 2007 - June 2010
State Street Bank September 2005 - October 2007
Skills
Credit Analysis, Portfolio Management, Fixed Income Trading, Fixed Income, Risk Management, Bloomberg, Money Market, Financial Modeling, Trading, Asset Management, Asset Managment, Regression modeling, DCF Valuation, Financial Analysis, Analysis, Finance, Capital Markets, Regression Analysis, Financial Markets, Corporate Finance, Investments, Mutual Funds, Financial Risk, Due Diligence, Investment Management, Credit, Valuation, Equities, FX Options, Derivatives, Hedge Funds, Investment Banking, Relationship Management, Alternative Investments, Securities, Financial Services, Equity Research, Strategic Financial..., Private Equity, Interest Rate..., Credit Risk, Banking, Bonds, Emerging Markets, Economics, Quantitative Analytics, Asset Allocation, Private Banking, Investment Strategies, Wealth Management
Education
CFA Institute 2011 — 2015
CFA level 3 candidate, Chartered Financial Analyst program
Queen's University 2012 — 2013
MFin, Master of Finance, Finance, General
FRM student 2011 — 2012
FRM level 2 candidate, Risk Management
University of Toronto 2009 — 2012
School of continuing education, CFA and Financial Risk Management program
YORK UNIVERSITY 2002 — 2006
Honors BA, Business Economics; Econometrics
State Street Global Advisors March 2014 - Present
State Street Global Advisors April 2011 - March 2014
State Street Global Advisors August 2008 - June 2011
Education
Providence College 2003 — 2007
BA, Business Economics
State Street Global Advisors May 2013 - August 2015
State Street Corporation March 2007 - September 2011
Skills
Financial Markets, Investments, Trading, Risk Management, Settlement, Operational Risk, Cash Management, Money Market, Management, Asset Allocation, Cash Flow Forecasting, Business Strategy, Financial Reporting, Reporting & Analysis, SWIFT Messaging, NAV, Fund Accounting, Financial Calculations, Investment Advisory, Financial Risk, Investment Banking, Mutual Funds, Fixed Income, Equities, Portfolio Management
Education
University of Brighton 2011 — 2012
Master’s Degree, International Management
Rider University 2002 — 2007
Bachelor’s Degree, Finance, General
WordStream June 2015 - Present
Stonehill College May 2014 - Present
Stonehill College March 2013 - March 2015
State Street Global Advisors June 2014 - August 2014
Stonehill College December 2012 - September 2013
State Street Global Advisors June 2013 - August 2013
AIG/Chartis PCG May 2012 - August 2012
Skills
Leadership, Social Media, Communication, Networking, Marketing, Building Relationships, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Team Building, Training, Facebook, Microsoft Publisher, Problem Solving, Community Outreach
Education
Stonehill College 2011 — 2015
B.S.B.A., Business Administration, Marketing
Universitat Autònoma de Barcelona
International Business
University of International Business and Economics
Regina Dominican HS 2007 — 2011
Bonaire -a Broadridge Company April 2014 - Present
State Street Global Advisors November 2012 - April 2014
State Street Corporation August 2011 - October 2012
State Street Corporation June 2008 - July 2011
Skills
Mutual Funds, Equities, Financial Services, Fixed Income, Asset Management, Investments, Microsoft Excel, Financial Analysis, Bloomberg, Hedge Funds
Education
Roger Williams University 2004 — 2008
Bachelor of Science (B.S.), Finance
Allstate November 2011 - Present
State Street Global Advisors February 2008 - September 2011
LPL Financial September 2003 - February 2008
Rosenthal Financial October 2001 - September 2003
MFS Investment Management September 1999 - August 2001
Skills
Mutual Funds, Property & Casualty..., Retirement Planning, ETFs, Insurance, Financial Services, Investments, Life Insurance
Education
Providence College 1996 — 1999
BS, Finance
Seton Hall University 1995 — 1996
St Bernard High School
State Street Global Advisors May 2013 - Present
State Street Global Advisors June 2011 - May 2013
Merrill Lynch September 2010 - May 2011
E. S. Schwartz & Co. May 2010 - September 2010
Skills
Fixed Income, Bloomberg, Alternative Investments, Equities, Mutual Funds, Hedge Funds, Series 63, Cash Management, Separately Managed..., Asset Management, Financial Modeling, Corporate Finance, Series 7, Investment Management, Securities
Education
Saint Anselm College
Bachelor of Arts (BA), Financial Economics
State Street Global Advisors July 2015 - Present
F-Squared Investments September 2014 - March 2015
Education
Saint Michael's College 2010 — 2014
Bachelor of Arts (B.A.), Philosophy
Xaverian brothers
State Street Global Advisors September 2012 - Present
Skills
Program Management, Leadership, Risk Management, Project Management, Vendor Management, Business Analysis, Management, Strategy, Project Planning, Information Technology, Change Management, SDLC, Contract Negotiation, Consulting, IT Strategy, Team Leadership
Education
Suffolk University - Sawyer School of Management 1999 — 2004
MBA
Salem State College 1986 — 1991
Bachelor of Science
CIO.com's Pathway's Management Program 2009 — 2010
Bishop Fenwick 1983 — 1986
High School
SpaceFitters January 2011 - Present
Pilot Freight Services January 2008 - January 2011
Intechra (formerly Chasm, Inc., formerly SpaceFitters, Inc.) August 1996 - November 2007
State Street Global Advisors 1994 - 1996
Skills
Recycling, Operations Management, Logistics, Contract Negotiation, Account Management, New Business Development, Sales Management, Waste, Negotiation, Waste Management, Team Building, Strategic Planning, Business Strategy, Business Development, Environmental Awareness
Education
Saint Michael's College 1989 — 1993
BS
Kennebunk High School 1986 — 1989
State Street Global Advisors June 2015 - Present
Providence Bruins October 2014 - Present
Freedom Boat Club May 2012 - Present
Aero Dynamics Inc June 2009 - September 2011
Skills
Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Writing, Creative Writing, Teamwork, Leadership, Public Speaking, PowerPoint, Customer Service, Research, Time Management, Social Networking, Marketing
Education
Providence College 2012 — 2016
Providence College 2012 — 2016
Bachelor of Arts (B.A.), Business Administration and Management, General
State Street Global Advisors February 2015 - Present
State Street Global Advisors June 2012 - February 2015
State Street Global Advisors March 2011 - June 2012
Barclays Global Investors/BlackRock January 2008 - October 2010
Cystic Fibrosis Foundation 2005 - 2008
Skills
Fundraising, Excel, Customer Relations, PowerPoint, Microsoft Excel, Marketing, Program Management, Human Resources, Project Management, Customer Service, Project Planning
Education
Roger Williams University 1999 — 2003
Bachelor's degree, Journalism and Public Relations
The Institute of Fine and Liberal Arts at Palazzo Rucellai 2001 — 2001
Italian Studies
Lynnfield High
State Street Global Advisors December 2014 - Present
State Street Global Advisors July 2012 - December 2014
State Street Global Advisors July 2011 - July 2012
State Street Global Advisors June 2010 - July 2011
Education
Quinnipiac University - School of Business 2004 — 2008
BS, Marketing
Boston University January 2013 - Present
Northeastern University September 2010 - Present
Bentley University September 2006 - Present
Boston University School of Management September 2010 - December 2012
F.W. Olin School of Business Babson College September 2006 - September 2010
State Street Global Advisors 1996 - 2003
Abu Dhabi Investment Authority 1993 - 1996
Chase Manhattan Corporation 1988 - 1993
Equitable Life 1981 - 1987
Citibank 1976 - 1980
Skills
Quantitative Finance, Investments, University Teaching, Strategic Planning, Client Relations Skills, Presentations, Economics, Finance, Management, Quantitative Analytics, Marketing Strategy, Econometrics, Financial Modeling, Time Series Analysis, Portfolio Management, Financial Analysis, Equities, Asset Management, Financial Services
Education
Bishop Ford high School
Wagner College
B.S. Economics and Business Administration, Economics
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Arts (M.A.), Economics
State Street Global Advisors March 2014 - Present
State Street Global Advisors August 2012 - Present
State Street Global Advisors June 2010 - August 2012
State Street Global Advisors May 2008 - June 2010
State Street Global Advisors July 2007 - May 2008
Skills
Mutual Funds
Education
Providence College 2003 — 2007
BS, Marketing
Canton High School
Eaton Vance August 2012 - Present
State Street Global Advisors February 2012 - June 2012
State Street Global Advisors April 2009 - June 2012
State Street Global Advisors April 2006 - June 2012
State Street Global Advisors January 2011 - February 2012
State Street Global Adviosrs January 2009 - February 2012
State Street Global Advisors March 2004 - April 2006
Salem State College September 2000 - May 2002
Skills
Microsoft Office, PowerPoint, Outlook, Microsoft Word, Research, Customer Service, Project Management, Management, Marketing, Training, Marketing Communications, Event Management
Education
Salem State College 1999 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Southshore Software QA/BA Group February 2014 - Present
Mass Mutual Financial Group March 2014 - June 2014
Citizens Bank September 2013 - December 2013
Senior Whole Health March 2013 - August 2013
State Street - Global Product Management February 2012 - December 2012
State Street - Retiree Services Product Development July 2010 - February 2012
State Street - Retiree Services Product Development February 2008 - May 2010
State Street Global Advisors February 2005 - February 2008
CitiStreet – Implementation Services September 2004 - January 2005
Investors Bank & Trust June 2004 - September 2004
Skills
Quality Assurance, Software Quality..., Integration, Business Analysis, Business Requirements, SDLC, Financial Services, Product Management, Process Improvement, Requirements Gathering, Product Development, Risk Management, QA Experienced Software..., BA Data Requirements..., TECHNICAL SKILLS..., Testing, Software Documentation
Education
State University of New York College at Purchase 1979 — 1982
Bachelor's degree, Environmental Science
State Street June 2011 - Present
JP Morgan Chase October 2010 - December 2010
Brown Brothers Harriman March 2007 - March 2010
Pepsi Bottling Group November 2005 - November 2006
Merrill Lynch January 2004 - October 2005
Citizens Bank June 2000 - December 2003
State Street Global Advisors January 2000 - June 2000
Education
Harvard University Extension School 2000 — 2000
Accounting
Quinnipiac University 1995 — 2000
B.S, Economics
State Street Global Advisors June 2014 - Present
Boston Realty May 2014 - June 2014
Quinnipiac University January 2012 - May 2014
Global Affairs Association October 2010 - May 2014
Quinnipiac University January 2014 - March 2014
Quinnipiac University August 2013 - December 2013
The Kessler Group May 2012 - August 2013
Skills
Financial Modeling, Finance, Mergers & Acquisitions, Elementary Education, Data Analysis, Portfolio Performance..., Project Portfolio..., Valuation
Education
Quinnipiac University - School of Business 2010 — 2014
Bachelor's of Science, Finance, 3.5, Dean's List
Liberty Mutual Insurance July 2014 - Present
Boston Advisors September 2013 - December 2013
Income Research & Management July 2011 - May 2013
State Street Global Advisors December 2009 - July 2011
State Street Securities Finance June 2008 - December 2009
State Street Global Advisors June 2007 - January 2008
Skills
Bloomberg Terminal, Excel - VBA, Access, Fixed Income, Microsoft Excel, VBA, Bloomberg, Financial Reporting, ABS, Analysis, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Investments, Management, Portfolio Management, Securities, Settlement, Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance Concentration, Magna Cum Laude
Saint Anselm College 2004 — 2008
BA, Business
State Street Global Advisors June 2009 - Present
State Street Global Advisors September 2007 - June 2009
State Street June 2004 - September 2007
Skills
Taft-Hartley, Institutional, Relationship Management, Business Development, Client Service, Sales, Investments, Asset Management, Series 3, Series 7, Series 63, Investor Relations, Fundraising, Asset Allocation, Investment Advisory, Investment Strategies, Commodity Markets, Futures, Commodity, Marketing
Education
Saint Anselm College 2000 — 2004
B.A., Financial Economics
Boston College High School 1996 — 2000
Wells Fargo Bank August 2005 - Present
Wells Fargo Bank August 2005 - Present
Wells Fargo Bank August 2005 - Present
Wells Fargo Bank July 2001 - August 2005
Retirement Plan Services November 1997 - July 2001
State Street Global Advisors September 1995 - November 1997
State Street Global Advisors 1995 - 1997
American Express Financial Advisors January 1993 - September 1995
United States Army Reserve April 1987 - May 1994
Skills
Mutual Funds, Investments, Asset Management, Pensions, Retirement, 401k, Asset Allocation, Portfolio Management, Wealth Management, Fixed Income, Equities, Investment Strategies, Client Service, Bonds, Financial Analysis, Banking, Wealth, Financial Markets, Funding, Analysis, Employee Benefits, Asset, Retirement Planning, Financial Planning, Alternative Investments, Financial Advisory, Strategic Financial...
Education
St. Cloud State University 1993 — 1995
Bachelor of Science, Business Finance
Senior Sales and Relationship Professional March 2015 - Present
Old Mutual Global Index Trackers October 2013 - February 2015
ESC of New England January 2012 - October 2013
State Street Global Advisors April 1995 - January 2012
State Street January 1993 - April 1995
State Street January 1988 - June 1991
Goodmeasure, Inc. 1984 - 1986
United States Senate June 1978 - August 1982
Skills
Investment Management, Investments, Endowments, Institutional Investors, Investment Advisory, Series 7, Series 63, Relationship Management, Institutional Sales, Consultant Relations, Institutional..., Hedge Funds, Asset Management, Mutual Funds, Asset Allocation, Investment Strategies, Securities, Management, Alternative Investments, Fixed Income, Bloomberg, Capital Markets, Financial Services, Portfolio Management, ETFs, Emerging Markets, Derivatives, Bonds, Private Equity, Valuation, Financial Markets, Fund Of Funds, Equity Research, Wealth Management, Equities, Trading, Frontier Markets, Institutional, Investor Relations, Pension Funds
Education
Yale University - Yale School of Management 1982 — 1984
MBA, Finance
Stanford University 1973 — 1977
BA, International Relations
Middlesex School 1969 — 1973
High School
St Bernards 1960 — 1969
EMC March 2015 - Present
EMC January 2014 - March 2015
EMC August 2013 - December 2013
Boston Capital January 2013 - June 2013
State Street Global Advisors January 2012 - May 2012
Baystate Financial Services May 2011 - September 2011
CAM HVAC May 2010 - September 2010
Superior Plumbing Inc May 2007 - September 2009
Skills
Cloud Computing, Sales, Business Development, Microsoft Excel, Salesforce.com, Microsoft Word, PowerPoint, Sales Process, Microsoft Office, Bloomberg, Leadership, Morningstar, Information Technology, Solution Selling, SaaS, Photoshop, Word, Cold Calling, Management, Excel, IT Management, Sales Operations, Lead Generation, Sales Prospecting, Customer Service, Factset, Series 63, Training, Enterprise Software, Strategy, Sales Presentations, Channel Partners, Go-to-market Strategy
Education
Dexter School
St. Sebastians
Stonehill College
Bachelor of Science in Business Administration, Finance and Economics
Income Research + Management April 2015 - Present
F-Squared Investments November 2013 - March 2015
EMI Strategic Marketing December 2011 - February 2013
State Street Global Advisors June 2012 - August 2012
State Street Global Advisors June 2011 - August 2011
Chipotle Mexican Grill February 2010 - May 2011
Skills
Creative Writing, Analysis, Analytics, Reading Comprehension, Marketing, Social Media, Marketing Strategy, Market Research, Digital Marketing, Email Marketing, Social Media Marketing, Strategy, Competitive Analysis, Direct Marketing, Business Strategy, Microsoft Office, Integrated Marketing, Financial Analysis, Account Management
Education
Salisbury University 2009 — 2013
Bachelor of Arts (B.A.), Marketing and Communications, Senior
Hopkinton High School 2005 — 2009
Wells Fargo Funds Management June 2011 - Present
Fidelity Investments / Pyramis Global Advisors November 2009 - June 2011
State Street Global Advisors January 2008 - June 2009
State Street Corp, InterSec Research February 2004 - December 2007
Skills
Equities, Portfolio Management, Asset Management, Investments, Product Development, Emerging Markets, Investment Analysis, Risk Management, Mutual Funds, Securities, Financial Services, Product Management
Education
Suffolk University - Sawyer School of Management
MBA
Shanghai Normal University
BA/BS
iShares July 2012 - Present
State Street Global Advisors April 2006 - February 2012
State Street Global Advisors February 2004 - April 2006
Putnam Investments October 2000 - January 2004
Putnam Investments October 1999 - October 2000
Putnam Investments 1999 - 2000
Stericycle, Inc August 1998 - October 1999
Skills
ETFs, Mutual Funds, SMA, VA, 529 Plans, Private Placements, Asset Allocation
Education
Providence College 1994 — 1998
B.S. Business Management
State Street Global Advisors August 2013 - Present
State Street February 2011 - August 2013
State Street Securities Finance January 2008 - February 2011
State Street Securities Finance January 2007 - February 2011
Brendan Wood International May 2006 - September 2006
Skills
Mutual Funds, Equities, Investments, Securities, Securities Lending, Bloomberg, Fixed Income, Financial Services, Derivatives, Investment Banking, Financial Risk, Capital Markets, Trading, Settlement, Analysis, Risk Management, Asset Managment, Hedge Funds, Treasury Management, Middle Office, Financial Markets, Relationship Management, Back Office
Education
Queen's University 2001 — 2006
BScH, Chemistry
CFA Institute - Level 3 Candidate
Passed Level 3 of CFA exams
State Street Global Advisors January 2013 - Present
State Street Global Advisors January 2010 - December 2012
State Street Global Advisors July 2008 - January 2010
State Street Global Advisors July 2006 - July 2008
State Street Global Advisors August 2004 - July 2006
Skills
Series 63, Series 7, Bloomberg, Fixed Income, Equities, ETFs, Institutional, Capital Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Global Management Concentration
Rollins College 2000 — 2004
BA, Economics
Middlesex School 1997 — 2000
Fay School 1994 — 1997
Meadowbrook School 1987 — 1994
Self Employed October 2012 - Present
Wellington Management Company June 2007 - October 2012
IGEFI US, LLC July 2006 - May 2007
SSgA April 2000 - July 2006
State Street Global Advisors 2000 - 2006
SSgA 1997 - 2006
State Street Bank 1997 - 1999
Education
Stonehill College 1993 — 1997
Columbia Threadneedle Investments, US April 2015 - Present
State Street Global Advisors July 2014 - March 2015
United States Bankruptcy Court July 2013 - July 2014
Eaton Vance May 2013 - May 2014
Davis & Davis, P.C. May 2013 - July 2013
Greater Boston Legal Services August 2012 - May 2013
Windhaven Investment Management May 2010 - September 2011
Committee to Elect Scott Olson June 2008 - December 2008
Office of Senator John F. Kerry January 2008 - June 2008
Skills
Legal Writing, Lexis, Legal Research, Westlaw, Securities Regulation, Due Diligence, Corporate Law, Bankruptcy, Investment Management, Corporate Governance, Securities, Investments, Asset Management, Document Drafting, Estate Planning, Legal Compliance, Wealth Management, Management
Education
Suffolk University Law School 2011 — 2014
Doctor of Law (J.D.), Business and Financial Services Law
Regis College
Bachelor of Arts (BA), Business Administration and Management & Economics
Cargometrics September 2014 - Present
Arrowstreet Capital December 2005 - September 2014
State Street Global Advisors April 1999 - November 2005
Skills
Asset Management, Equities, Hedge Funds, Bloomberg, Securities, Investments, Investment Management, Fixed Income
Education
Saint Joseph's University
University of Denver
State Street Global Advisors 2006 - Present
Sovereign Bank November 2002 - June 2006
Skills
Banking, Mutual Funds, ETFs, Financial Advisory, Portfolio Management, Wealth Management..., Alternative Investments, Marketing
Education
Providence College 1998 — 2002
Platinum Pensions APTofias PC2005 - 2007
The Pension Service, LLC 2000 - 2005
State Street Global Advisors 1998 - 2000
Mount Saint Charles Academy 1996 - 1998
Mascenic Regional High School 1995 - 1996
Education
Saint Anselm College 1991 — 1995
Harvard Management Company July 2013 - Present
Harvard Management Company May 2010 - June 2013
Harvard Management Company February 2008 - May 2010
State Street Global Advisors January 2005 - 2008
Robert Half International September 2003 - January 2005
State Street September 2000 - September 2003
Skills
Hedge Funds, Derivatives, Financial Services, Fixed Income, Bloomberg, Equities, Alternative Investments, Asset Management, Securities, Mutual Funds, Capital Markets, Portfolio Management, Investments, Fund Accounting, Valuation, Trading, Trading Systems, Investment Management, Middle Office
Education
Providence College 1996 — 2000
BS, Finance
State Street Global Advisors
Skills
Derivatives, Fixed Income, Business Analysis
Education
State University of New York College at Fredonia 1968 — 1972
AlphaOne Capital Partners LLC September 2015 - Present
State Street Global Advisors September 2013 - August 2015
Horizon Investments August 2011 - December 2012
Delaware Investments June 2007 - July 2011
Lincoln Financial Distributors January 2005 - June 2007
Skills
Marketing, Management, Variable Annuities, Mutual Funds, Asset Allocation, Leadership, Separately Managed..., Equities, Sales, Investments, Series 63, Series 65, Series 7, Series 6, Fixed Income, Fixed Annuities, Insurance, Strategic Planning, Wealth Management, Securities, Asset Management, Portfolio Management
Education
Saint Joseph's University
State Street Global Advisors August 2014 - Present
State Street Global Advisors July 2009 - Present
State Street Global Advisors September 2007 - July 2009
State Street Bank January 2006 - September 2007
State Street Bank January 2005 - January 2006
State Street July 2004 - January 2005
Education
Suffolk University - Sawyer School of Management 2004 — 2008
MBA
Saint Michael's College 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Business Administration
State Street Global Advisors March 2012 - Present
State Street Global Advisors March 2011 - February 2012
State Street Global Advisors August 2008 - March 2011
State Street Global Advisors September 2006 - August 2008
State Street Corp September 2003 - May 2005
Skills
Chartered Financial..., Valuation, Financial Analysis, Investments, Capital Markets, Due Diligence, Fixed Income, Portfolio Management, Derivatives, Asset Managment, Bloomberg, Securities, Risk Management
Education
Suffolk University 2004 — 2006
Master's degree, Finance, General
Stonehill College 1999 — 2003
Bachelor's degree, Finance, General
Eastern Shore Capital Management (ESCM) May 2013 - Present
Moody Aldrich Partners, LLC. April 2007 - May 2013
State Street Global Advisors May 2005 - April 2007
State Street August 2001 - May 2005
Education
Saint Anselm College 1997 — 2001
BA, Business
Jane Street January 2014 - Present
State Street Global Advisors October 2005 - December 2013
State Street Global Advisors May 2004 - October 2005
Education
Providence College 2000 — 2004
B.S., Finance
U.S. Bank May 2012 - Present
The Willow Group June 2004 - May 2012
PFPC -- Subsidiary of PNC bank -- TPA 401(k) 2002 - 2003
Wachovia Bank 2002 - 2003
PwC Consulting September 2000 - September 2002
State Street Global Advisors September 1993 - September 1998
Watson Wyatt 1993 - 1995
Skills
Business Analysis, Business Requirements, Business Process, Requirements Analysis, Retirement, Visio, Process Development, RFP, MS Project, Business Process..., Business Process Design, SDLC, PMO, Vendor Management, User Acceptance Testing, Requirements Gathering, Project Portfolio..., Process Improvement
Education
Southwest Minnesota State University 1984 — 1989
DIRECTV October 2014 - Present
DIRECTV June 2010 - October 2014
Comcast Entertainment Group August 2008 - October 2009
Fidelity Investments July 2007 - August 2008
State Street Global Advisors July 2006 - July 2007
State Street Global Advisors January 2005 - July 2006
BAIN CAPITAL, LLC April 2001 - December 2004
Bain Capital April 2000 - January 2002
THE GOLDEN GROUP August 1998 - February 2001
HEBERT COMMUNICATIONS August 1999 - April 2000
Skills
Project Management, Strategy, E-commerce, Management, Agile Methodologies, Product Management, Leadership, Analytics, User Experience, Digital Strategy, Cross-functional Team..., Strategic Partnerships, Software Documentation, Mobile Applications, Mobile Devices
Education
SIMMONS SCHOOL OF MANAGEMENT 2001 — 2004
Masters, Business Administration
Simmons College
Bachelor of Arts, Public Relations and Marketing Communications
Copper Rock Capital February 2012 - Present
Putnam Investments May 2011 - December 2011
Old Mutual Asset Management November 2010 - May 2011
State Street Global Advisors February 2009 - December 2009
State Street Bank July 2007 - December 2008
Columbia Management January 2001 - December 2006
Putnam Investments January 1998 - January 2001
Skills
Equities, Fixed Income, Portfolio Management, Business Analysis, Mutual Funds, Asset Management, Investments, Financial Services, Process Improvement
Education
Purdue University 1993 — 1997
BS, Accounting
State Street Global Advisors February 2008 - Present
Guardian December 2005 - February 2008
Morgan Stanley November 2004 - December 2005
Skills
Alternative Investments, Asset Allocation, ETFs, Equities, Finance, Investment Banking, Investments, Marketing, Series 7, Sales, Portfolio Management, Mutual Funds, Fixed Income, Securities
Education
Providence College 2002 — 2004
MBA, Finance
Providence College 1998 — 2002
BS, Marketing
State Street August 2013 - Present
State Street Global Advisors June 2012 - August 2013
Bank of New York Mellon December 2007 - May 2012
Brown Brothers Harriman May 2005 - December 2007
Mellon Financial June 2004 - May 2005
Mellon Financial June 2003 - June 2004
Mellon Financial November 2001 - June 2003
Skills
Client Services, Relationship Management, Sales, Sales Presentations, Sales Presentation..., Public Speaking, Banking Relationships, Project Management, Investment Operations, Fund Accounting, Securities, Corporate Actions, Bloomberg, Conversion Optimization, Investments, Financial Services, Alternative Investments, Leadership, Management
Education
Saint Anselm College 1997 — 2001
Bachelors, Business
Marian High School 1993 — 1997
State Street Global Advisors June 2006 - December 2010
Skills
Global Custody, Hedge Funds, Fixed Income, Fund Accounting, Mutual Funds, Securities, Bloomberg, Financial Services, Performance Attribution, Trading Systems, Accounting, Bloomberg Terminal
Education
Providence College 1981 — 1985
BS and BA, Accounting, Biology (Pre-Med)
Stem, Inc. December 2012 - Present
State Street Global Advisors December 2007 - July 2012
State Street Global Markets February 2007 - December 2007
Maloney Properties February 2006 - February 2007
Skills
Executive Support, Office Administration, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Heavy Calendaring, Travel Planning, Event Planning, High Level Of..., Expense Reports, Communication Skills, Customer Service, Dependable Team Player, Leadership, Accounting, Event Management, Administrative..., Budgets, Nonprofits, Software Documentation, Time Management, Office Management, Public Speaking, Access, Team Leadership, Lotus Notes, Human Resources, Data Entry, Training, Social Media, Interviews, Management, Editing, Team Building, Project Planning, Research, Fundraising, Social Networking, Recruiting, Newsletters, Spreadsheets, Analysis, Employee Relations, Adobe Acrobat, Visio, Policy, System Administration, Data Analysis
Education
San Jose State University 1999 — 2003
BS, Environmental Studies/Renewable Energy
George Washington University March 2012 - Present
NIRI Capital Area Chapter 2012 - Present
Intelsat April 2011 - Present
Torbay Advisory Group, LLC 2008 - Present
USAG Walter Reed 2009 - 2011
NIRI Capital Area Chapter 2007 - 2010
SAVVIS, Inc. 2004 - 2008
State Street Corporation 1995 - 2003
State Street Global Advisors 1990 - 1995
Skills
Strategy, Investor Relations, Strategic Communications, Strategic Planning, Leadership, Financial Analysis, Management, Event Planning, Event Management, Internal Communications, Program Management, Budgets, Project Planning, Training, Marketing, Corporate Communications, Editing, Social Media, Coaching
Education
Trinity College Dublin 1989 — 1992
M.Phil, Anglo-Irish Literature
Simon's Rock College 1980 — 1985
A.A., liberal arts
Simmons College
B.A., Communications & English
State Street Global Advisors Operational Risk SpecialistADIA2012 - Present
State Street Global Advisors 2006 - April 2012
State Street 2005 - 2006
Education
Southern New Hampshire University 1996 — 1998
MBA
State Street Global Advisors 2009 - 2013
Fidelity Investments 2005 - 2009
Legg Mason 2004 - 2005
Independent Consultant 2003 - 2004
Scudder Investments 1999 - 2003
Putnam Investments 1995 - 1999
Vanguard 1987 - 1995
Skills
Financial Services, Investment Management, Investments, Mutual Funds, Insurance, Business Analysis, Retirement, ERISA, Relationship Management, Back Office, Finance, Leadership, Risk Management, 401k, Asset Allocation, Strategy, Management, Asset Management
Education
Saint Joseph's University
Master of Business Administration (MBA), Finance
West Chester University of Pennsylvania
Bachelor's degree, Accounting
State Street Global Advisors November 2000 - Present
Independence Investments 1996 - 2000
PanAgora Asset Management 1991 - 1996
Skills
Equities, Portfolio Management, Asset Management, Investments, Investment Management, Bloomberg, Financial Services
Education
Suffolk University - Sawyer School of Management 1999 — 2001
MBA
St. Lawrence University 1985 — 1989
BA, Economics
Liberty Mutual Insurance July 2009 - Present
State Street Global Advisors June 2006 - February 2009
Deutsche Bank 2002 - 2006
Scudder Investments 1996 - 2002
Zurich Scudder Investments 1996 - 2002
Education
Providence College 1992 — 1996
BA, Social Science
MIT August 2008 - July 2009
Harvard Alumni Association 2008 - 2008
Fidelity September 2005 - April 2007
State Street Global Advisors September 2002 - June 2005
Education
Salem State University 1979 — 1983
B.A., psychology
State Street Global Advisors April 2015 - Present
State Street Global Advisors 2007 - Present
State Street Global Advisors 2004 - 2007
Skills
Fixed Income, Asset Managment, Banking, Bonds, Equities, Credit Analysis, Investments, Structured Finance, Valuation, Financial Risk, Financial Modeling, Credit, Mutual Funds, Financial Analysis, Bloomberg Terminal, Derivatives, Risk Management, Portfolio Management, Asset Management, Securities, Hedge Funds
Education
Stonehill College 2002 — 2005
BA, Business (Acctg/Finance)
John Cabot University 2003 — 2003
Business
Hingham High School 1998 — 2001
State Street Global Advisors January 2011 - Present
Pioneer Investments January 2006 - July 2007
BNY Mellon January 2001 - December 2005
State Street Bank & Trust Co. April 1999 - December 2000
Education
Southern New Hampshire University 2001 — 2003
MBA
BNY Mellon November 2010 - Present
Prime, Buchholz & Associates February 2007 - November 2010
Fidelity Investments May 1999 - January 2007
State Street Global Advisors 1994 - 1995
Skills
Mutual Funds, Hedge Funds, Investments, Bloomberg, ETFs, Asset Managment, Investment Strategies, Portfolio Management, Investment Advisory, Equity Research, Valuation, Bloomberg Terminal, Wealth Management, Asset Allocation, Performance Attribution, Fixed Income, Performance Measurement, Financial Analysis, Alternative Investments, Equities, Bonds, Asset Management, Derivatives, Financial Markets, Financial Services, Investment Management, Private Equity, Securities
Education
University of New Haven 1991 — 1992
MBA
State University of New York at New Paltz 1986 — 1990
BS, Psychology
AOL Inc July 2010 - Present
UMass Boston January 2009 - December 2009
State Street Global Advisors October 2007 - January 2008
W.R.Grace January 2007 - September 2007
Research ILD June 2006 - August 2006
Skills
Management
Education
University of Massachusetts Boston 2008 — 2009
MBA, Finance, Accounting
Purdue University - Krannert School of Management 2003 — 2006
BS, Management
State Street Global Advisors February 2007 - Present
Skills
Financial Services, Financial Reporting, Superior Client Service
Education
Saint Michael's College 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
State Street Global Advisors October 2014 - Present
Pioneer Investments May 2014 - October 2014
State Street June 2013 - August 2013
State Street June 2012 - August 2012
Daily Printing, Inc. May 2011 - July 2011
Chapmans Floral, LLC May 2010 - August 2010
Skills
Financial Analysis, Equities, Fixed Income, Investments, Trading, Account Reconciliation, Mutual Funds, Leadership, Team Leadership, Strategic Planning, Team Building, Financial Services, Asset Management, Banking, Analysis, Valuation, Oral Communication
Education
Saint Michael's College 2010 — 2014
Manchester Essex Regional High School 2006 — 2010
Atlantic Trust August 2007 - Present
State Street Global Advisors 2003 - 2007
Skills
Equities, Asset Management, Mutual Funds, Asset Allocation
Education
St. Lawrence University 1995 — 1999
Government & Economics
Newfleet Asset Management July 2014 - Present
Fidelity Investments & Pyramis Global Advisors January 2010 - July 2014
State Street Global Advisors July 2007 - December 2010
Fidelity Investments September 2002 - July 2007
Education
Stonehill College 1998 — 2002
BS BA, Finance
State Street Global Advisors August 2012 - Present
State Street Bank May 2010 - August 2012
State Street Bank January 2008 - May 2010
Skills
Mutual Funds, Equities, Financial Services
Education
St. Lawrence University 2003 — 2007
BS, Mathematics-Economics, Statistics
State Street Global Advisors July 2007 - Present
Fidelity Investments June 2006 - June 2007
State Street Global Advisors June 2005 - May 2006
State Street Global Advisors 2002 - 2005
Skills
Investments, Asset Management, Portfolio Management, Fixed Income
Education
Suffolk University 2003 — 2005
MS, Finance
Stonehill College 1992 — 1996
BA, Communication
Arrowgrass Capital Partners LLP December 2011 - Present
Man Investments, Inc. November 2006 - February 2011
State Street Global Advisors June 1998 - October 2006
Skills
Asset Managment, Fund Of Funds, Alternative Investments, Fixed Income, Hedge Funds, Institutional..., Investments, Investor Relations, Equities, Private Equity, Investment Management, New Business Development, Pension Funds, Strategic Planning, Financial Services, Strategy
Education
Rutgers University-New Brunswick 1995 — 1998
Bachelor of Arts, Financial Economics
State Street Global Advisors November 2014 - Present
State Street Global Advisors May 2014 - November 2014
State Street Global Advisors January 2013 - May 2014
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2012
Bachelor's Degree, Finance
State Street Global Advisors November 2014 - Present
State Street Global Advisors August 2012 - November 2014
State Street Global Advisors April 2011 - August 2012
State Street December 2008 - March 2011
Education
Stetson University 2004 — 2008
State Street Global Advisors September 2011 - Present
BNY Mellon March 2006 - August 2011
Skills
Fixed Income, Pension Funds, Investments, Hedge Funds, Equities, Financial Risk, Financial Markets, Derivatives, Bloomberg, Bonds, Investment Management, Mutual Funds, Securities, Bloomberg Terminal
Education
SUNY Potsdam 1995 — 1999
Bachelor of Arts (B.A.), Economics
BMO Capital Markets May 2015 - Present
State Street Global Advisors June 2014 - August 2014
Skills
Microsoft Office, Management, Event Planning, Team Building, Team Leadership, Leadership, Outlook, Windows, Public Relations, Facebook, Social Networking, Time Management, Inventory Management, Data Entry, Customer Satisfaction, Microsoft Windows 98
Education
Williams College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Queen Mary, U. of London 2014 — 2014
Economics
Medfield High School 2008 — 2012
State Street Global Advisors December 2012 - Present
State Street December 2005 - December 2012
State Street August 2001 - December 2005
Quick & Reilly/Fleet Boston Financial May 1999 - August 2001
Skills
Performance Attribution, Fixed Income, Equities, Business Analysis
Education
Providence College 1995 — 1999
BS, Finance
State Street Global Advisors July 2013 - Present
State Street January 2011 - June 2013
State Street March 2009 - December 2010
State Street May 2007 - February 2009
Skills
Passed CFA Level 1 Exam, Financial Modeling, Strategic Financial...
Education
Suffolk University 2009 — 2011
Master of Business Administration (MBA), International Business
Roger Williams University 2003 — 2007
Bachelor of Science (BS), Finance, Spanish
State Street Global Advisors August 2015 - Present
State Street February 2014 - August 2015
J.P. Morgan July 2013 - January 2014
John Hancock Financial Services May 2011 - June 2013
John Hancock Financial Services May 2010 - May 2011
John Hancock Financial Services April 2008 - May 2010
John Hancock Financial Services July 2007 - April 2008
Skills
Risk Assessment, Operational Excellence, Operational Risk, SOX 404, Derivatives, Internal Audit, Internal Controls, Business Process..., Hedge Accounting, Asset Allocation, Trading, Fund Accounting, Valuation, FAS 133, FAS 157, GLBA, Anti Money Laundering, Project Management, People Skills, Fund Of Funds, Natural Resources, Mutual Funds, Equities, Fixed Income, Value Added Analysis, reinsurance, Asset Management, Front Office, Middle Office, Back Office, Global Custody
Education
Salem State University 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General