State Street Global Advisors (SSgA)

Industry: Financial services company

Description

State Street Global Advisors is the investment management division of State Street Corporation and the world's fifth largest asset manager, with nearly $2.8 trillion in assets under management as of 31 December 2017. Assets under management: 2.8 trillion USD (2017) CEO: Cyrus Taraporevala (Nov 2017–) Headquarters: Boston, MA Parent organization: State Street Corporation Number of employees: 2,500 Subsidiaries: SSGA FUNDS MANAGEMENT INC,

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State Street Global Advisors (SSgA) Employees

Employee
Years
Job
Industry
Eric Valchuis Eric Valchuis San Francisco, California Details
Eric Valchuis's State Street Global Advisors (SSgA) Experience June 2009 - August 2010
Job Analyst and Project Manager
Industry Real Estate
Experience
Accenture  August 2012 - January 2015
Novatek Stock Feeds   June 2011 - July 2011
State Street Global Advisors (SSgA)   June 2009 - August 2010

Skills
Management Consulting, Analytics, Business Transformation, Project Management, Stakeholder Management, Strategy, Program Management, Business Intelligence, Corporate Social...

Education
Georgetown University   2008 — 2012
Bachelor of Arts (BA), History

University of Cape Town   2011 — 2011
Semester Abroad, History, Literature

Université Paris-Sorbonne   2010 — 2010
Semester Abroad, History, Literature

Maurice Levine Maurice Levine Greater Boston Area Details
Maurice Levine's State Street Global Advisors (SSgA) Experience July 2014 - Present
Job Compliance Analyst at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors (SSGA)   July 2014 - Present
State Street  November 2011 - July 2014
State Street Corporation  October 2010 - December 2011
State Street Corporation  June 2007 - October 2010

Skills
Account Reconciliation, Accounting, Internal Audit, Fixed Income, Microsoft Excel, Equities, Time Management, Software Documentation, Securities, Mutual Funds, Financial Statements, Trading, Bonds, Financial Analysis, Financial Modeling

Education
Bentley University   2003 — 2007
Bachelors, Finance

RMIT University   2006 — 2006
Bachelor's degree, Finance, General

Andrew Stockwell Andrew Stockwell Greater Boston Area Details
Andrew Stockwell's State Street Global Advisors (SSgA) Experience 1998 - 2000
Job Chief Research Officer at Kantar Retail Market Insights
Industry Market Research
Experience
Kantar Retail  June 2014 - Present
Forrester Research  January 2014 - May 2014
Forrester Research  March 2012 - December 2013
Forrester Research  January 2010 - February 2012
Forrester Research  October 2008 - December 2009
Forrester Research  February 2001 - September 2008
ForMyCause.com   2000 - 2000
State Street Global Advisors (SSgA)   1998 - 2000
Baltic Yachts   1996 - 1998

Skills
Digital Strategy, Market Research, E-commerce, Digital Marketing, Globalization, Competitive Intelligence, Strategy, Asia Pacific, Marketing Research, Marketing Strategy, CRM, New Business Development, Analytics, Marketing, Integrated Marketing, Online Marketing, Management Consulting, Leadership, Business Development, Competitive Analysis, Product Management, Product Development, Consulting, Management, Analysis, Strategic Partnerships, Sales, Segmentation, Sales & Marketing..., Market Analysis, Business Strategy, Customer Insight, Thought Leadership, Strategic Planning, Awesomeness

Education
Babson College   2004 — 2008
MBA, Marketing and Entrepreneurship

Hamilton College   1992 — 1996
BA

Fairfield University   1988 — 1992
Fairfield College Preparatory School (High School)

Michael Dalis Michael Dalis Greater Atlanta Area Details
Michael Dalis's State Street Global Advisors (SSgA) Experience January 2002 - March 2010
Job Senior Consultant, Sales Coach and Facilitator, The Richardson Company
Industry Financial Services
Experience
The Richardson Company  April 2010 - Present
State Street Global Advisors (SSgA)   January 2002 - March 2010
State Street Global Advisors (SSgA)   May 1996 - January 2002
State Street  July 1992 - April 1996
State Street  August 1987 - June 1992
Bank of New England  September 1985 - August 1987
Bradford Trust Company  May 1984 - August 1985

Skills
Coaching, CRM, Negotiation, Sales, Strategy, Qualifying Prospects, Asset Managment, Relationship Management, Financial Services, Investments, Equities, Investment Management, Asset Management, Selling, Training, Business Development, Business Strategy, Management, Banking, Program Management, Leadership, Sales Process, Consulting

Education
Syracuse University - Martin J. Whitman School of Management   1989 — 1992
M.B.A., Management and Marketing

Syracuse University - Martin J. Whitman School of Management   1980 — 1984
B.S., Finance

Harvard Law School   2014 — 2014
Harvard Negotiation Institute

PAMELA SCOTT PAMELA SCOTT Greater Boston Area Details
PAMELA SCOTT's State Street Global Advisors (SSgA) Experience August 1997 - July 2000
Job Business Consultant at LVCC, Inc.
Industry Management Consulting
Experience
Salem State University  November 2009 - Present
LVCC INC   August 2003 - Present
Salem State University  July 2012 - June 2015
LVCC TRAVEL   October 2008 - December 2012
DanversBancorp, Inc   November 2009 - June 2011
Beverly National Corp/Beverly National Bank   May 2006 - October 2009
State Street Corporation/Schoolhouse Capital   July 2000 - July 2003
State Street Global Advisors (SSgA)   August 1997 - July 2000
U.S. Trust Company of New York   1992 - 1996
Prudential Asset Management Company  December 1987 - June 1992

Skills
Strategic Planning, Customer Relations, Fundraising, Public Speaking, Change Management, Marketing Strategy, Product Development, Non-profits, New Business Development, Investments, Business Strategy, Customer Service, Nonprofits, Asset Management, Management Consulting, Organizational..., Start-ups, Public Relations, Program Management, Leadership Development, Entrepreneurship, Research, Financial Analysis, Team Building, Project Management, Leadership, Business Development, Management, Training, Marketing, Coaching, Strategy, CRM, Sales, Mergers & Acquisitions, Venture Capital, Business Planning, Small Business, Executive Coaching, Risk Management, Operations Management, Financial Services, Investment Management, Analysis, Strategic Partnerships, Finance, Fixed Income, Executive Management, Real Estate, Investment Strategies

Education
The Tuck School of Business at Dartmouth   1973 — 1975
MBA, Finance

Rice University   1969 — 1973
BA, Economics

Anqi Dong, CFA, CAIA Anqi Dong, CFA, CAIA Greater Boston Area Details
Anqi Dong, CFA, CAIA's State Street Global Advisors (SSgA) Experience June 2013 - Present
Job Senior Client Service Officer at State Street Global Advisors (SSgA)
Industry Financial Services
Experience
State Street Global Advisors (SSgA)   June 2013 - Present
State Street Global Advisors (SSgA)   June 2010 - May 2013
Eaton Vance  July 2009 - May 2010

Skills
Bloomberg, Morningstar Direct, Lipper, FactSet, Fixed Income, Morningstar, Performance Attribution, Quantitative Analytics, Mutual Funds, Asset Allocation, Investment Management, Financial Modeling, Investment Strategies

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2008 — 2009
Master of Science in Finance, Finance

Mark Bergin Mark Bergin Greater Boston Area Details
Mark Bergin's State Street Global Advisors (SSgA) Experience 1991 - 2013
Job Managing Director Business Development & Client Relations
Industry Financial Services
Experience
Nu Paradigm Investment Partners, LLC   2014 - Present
State Street Global Advisors (SSgA)   1991 - 2013
Shawmut Bank & Trust Co.   1985 - 1991
EF Hutton; and Dean Witter Reynolds   1983 - 1985
McGrath & Kane, Attorneys at Law   1980 - 1983

Skills
Relationship Management, Cross Selling, Team Mentoring, Investment Advisory, Asset Management, Asset Allocation, Securities, Leadership, Equities, Mutual Funds, Portfolio Management, Derivatives, Investments, Series 7, Financial Services, Client Services

Education
Georgetown University
Bachelor's degree

Suffolk University Law School
J.D.

Daniel K. Oh Daniel K. Oh New York, New York Details
Daniel K. Oh's State Street Global Advisors (SSgA) Experience July 2013 - March 2014
Job Vice President, Americas, CGRI at BlackRock
Industry Investment Management
Experience
BlackRock  March 2014 - Present
State Street Global Advisors (SSgA)   July 2013 - March 2014
ISS Institutional Shareholder Services - Corporate Services, An MSCI Brand   November 2008 - June 2013
ISS Institutional Shareholder Services  February 2005 - October 2008
Bear Stearns  October 2002 - January 2005
Citigroup Asset Management  October 2000 - September 2002

Skills
Corporate Governance, Equity Research, Investor Relations, Valuation, Accounting, International..., Financial Statement..., Proxy Voting, Emerging Markets, Equities, Investments, Socially Responsible..., Economics, Portfolio Management, Business Strategy, Mergers & Acquisitions, Asset Management

Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)   1997 — 1999
M.A., International Economics and Relations

American University   1995 — 1997
B.A., International Relations

Massachusetts Institute of Technology   1993 — 1995
B.A., Economics

John Choe John Choe Greater Boston Area Details
John Choe's State Street Global Advisors (SSgA) Experience 2005 - 2008
Job Equity Research Analyst
Industry Investment Management
Experience
Liberty Mutual Group Asset Management, Inc  2009 - 2013
State Street Global Advisors (SSgA)   2005 - 2008

Education
Tuck School of Business at Dartmouth   2003 — 2005
Master of Business Administration (MBA)

Massachusetts Institute of Technology   1994 — 1998
Bachelor of Science (BS), Engineering

John de Luna John de Luna San Francisco Bay Area Details
John de Luna's State Street Global Advisors (SSgA) Experience 1998 - 2000
Job President & CEO, De Luna Partners
Industry Venture Capital & Private Equity
Experience
Penserra Securities LLC  October 2011 - Present
Penserra Securities LLC  October 2011 - Present
De Luna Partners   2002 - Present
State Street Research & Management, now Blackrock   2000 - 2002
State Street Global Advisors (SSgA)   1998 - 2000
Scudder, Stevens & Clark   1990 - 1998
Irving Trust  1987 - 1989
Crocker Bank  1979 - 1986

Skills
Private Equity Firms, Investments, Hedge Funds, Alternative Investments, Equities, Asset Management, Private Equity, Securities, Asset Allocation, Financial Advisory, Investment Advisory, Fund Of Funds, Investment Strategies, Venture Capital, Investment Management, Mutual Funds, Portfolio Management, Investor Relations, Fixed Income, Emerging Markets, Series 63, Series 7, Equity Research, ETFs, Valuation

Education
Santa Clara University School of Law   1976 — 1979
JD, Law

Santa Clara University   1972 — 1976
BS, Psychology

Amol AL Kaulgud Amol AL Kaulgud Greater Boston Area Details
Amol AL Kaulgud's State Street Global Advisors (SSgA) Experience October 2010 - March 2011
Job Full Stack Lead QA Consultant
Industry Information Technology and Services
Experience
Arrowstreet Capital  July 2015 - Present
Follett  December 2014 - June 2015
MFS Investment Management  April 2014 - November 2014
Forensic Risk Alliance  December 2011 - March 2014
LoJack Corporation  July 2011 - November 2011
Commonwealth of Massachusetts (Deloitte project)   March 2011 - July 2011
State Street Global Advisors (SSgA)   October 2010 - March 2011
Sovereign Bank  April 2008 - September 2010
People's United Bank  December 2006 - December 2007
CIGNA Healthcare  June 2006 - November 2006

Skills
Test Planning, Test Management, Quality Assurance, Testing, Effort Estimation, Test Automation, Software Quality..., Test Strategy, Test Cases, Test Estimation, Test Execution, System Testing, Regression Testing, Manual Testing, Quality Center, Bug Tracking, Requirements Analysis, Defect Tracking, Integration Testing, Black Box Testing, Regression, System Integration..., User Acceptance Testing, Exploratory Testing, Test Analysis, Automation, QC, Selenium, QTP, SDLC, Agile Testing, Test Director, Scrum, Risk Based Testing, Documentation, Analysis, Business Analysis, Change Management, Non-functional Testing, Process Improvement, ClearQuest, Waterfall, Business Requirements, Software Development, Web Applications, Software Documentation, Requirements Gathering, Agile Methodologies, SOA, Software Project...

Education
University of Bridgeport   2001 — 2003
Master's, Electrical Engineering

Christopher Glennon Christopher Glennon Portland, Oregon Area Details
Christopher Glennon's State Street Global Advisors (SSgA) Experience October 2006 - December 2006
Job IT Service Management (ITSM/ITIL), Process Improvement, and Project Management Consultant
Industry Information Technology and Services
Experience
Pepper Foster Consulting   February 2015 - Present
gPowered Consulting, LLC   October 2014 - Present
Nike  February 2014 - June 2014
Bonneville Power Administration  March 2011 - January 2014
SmartSymbols™   December 2007 - February 2011
Wellington Management  January 2007 - June 2007
State Street Global Advisors (SSgA)   October 2006 - December 2006
Blue River Associates   April 2006 - April 2006
Wellington Management  October 2005 - March 2006
State Street Global Advisors (SSgA)   March 2005 - September 2005

Skills
Disaster Recovery, Project Management, Process Improvement, IT Service Management, ITIL, SDLC, Change Management, Integration, Business Process, IT Strategy, Consulting, Infrastructure, Enterprise Architecture, Business Process..., Management, Cross-functional Team..., Team Leadership, Release Management, Business Development, Systems Engineering, IT Operations, Technology Solutions, Business Strategy, Culture Change, Configuration Management, Application Packaging, Globalization, Asset Managment, mof, Startup Development, Technology Roadmapping, Incident Management, Business Continuity, sla, Service Level Agreements, Service Catalog, Organizational Change..., Lean IT, Educational Technology, Strategy

Education
Northeastern University   1981 — 1986
BSCS

Barbara Saar Barbara Saar Washington D.C. Metro Area Details
Barbara Saar's State Street Global Advisors (SSgA) Experience November 2014 - Present
Job Graphic Designer at State Street Global Advisors (SSGA)
Industry Graphic Design
Experience
State Street Global Advisors (SSGA)   November 2014 - Present
Freelance  January 2006 - Present
19gale Design & Multimedia   October 2013 - November 2014
CCL Label do Brasil S/A   September 2011 - September 2013
Baha'i World Centre  March 2008 - September 2010
LAB Design e Comunicação   June 2006 - November 2006

Skills
Graphics, Logo Design, Image Manipulation, Web Design, Corporate Identity, Graphic Arts, Adobe Creative Suite, Packaging, Posters, Photography, Digital Imaging, Layout, Catalogs, Illustrator, Infographics, Proof, Publishing, Color Management, Prepress, Brochures, Banners, Stationery, Pre-press, Photoshop, Information Graphics, Graphic Design

Education
Universidade do Estado de Minas Gerais   2004 — 2007
Bachelor's degree, Graphic Design

Clemson University   2012 — 2012
Certificate, Color Management and Extended Gamut Color Seminar

Lisa Dickinson Russell Lisa Dickinson Russell Greater Boston Area Details
Lisa Dickinson Russell's State Street Global Advisors (SSgA) Experience March 1998 - March 1999
Job Director of Brand and Content Marketing at Taxware, A Sovos Compliance Company
Industry Computer Software
Experience
Taxware, A Sovos Compliance Company  July 2013 - Present
ZixCorp  March 2007 - July 2013
Jobs for the Future  March 1999 - February 2007
State Street Global Advisors (SSgA)   March 1998 - March 1999
Amresco Advisors   November 1997 - March 1998

Skills
Lead Generation, Demand Generation, Email Marketing, Marketing Communications, Public Relations, SaaS, Salesforce.com, Product Marketing, Account Management, Strategic Planning, Social Media, Sales Enablement, Go-to-market Strategy, Marketing Strategy, Marketing, Marketo, Marketing Management, Competitive Analysis, Strategic Partnerships, Product Management, Integrated Marketing, Online Marketing

Education
Simmons College - Simmons School of Management   1998 — 1999
MBA, Marketing

Allegheny College   1989 — 1993
BA, History, Russian

Roland dela Pena Roland dela Pena Los Angeles, California Details
Roland dela Pena's State Street Global Advisors (SSgA) Experience September 2003 - August 2007
Job Sr Financial Analyst at Pharmavite
Industry Consumer Goods
Experience
Pharmavite  2014 - Present
Stonebridge Capital Management   October 2009 - September 2013
State Street Global Advisors (SSgA)   September 2003 - August 2007
State Street  October 2001 - September 2003
Management Planning, Inc.   June 1999 - August 2000

Skills
Financial Modeling, Valuation, Due Diligence, Equities, Bloomberg, Equity Research, Corporate Finance, Microsoft Office, Financial Analysis, Business Strategy, Investments, Strategy, Strategic Planning, Finance, Management, Planning Budgeting &...

Education
UCLA Anderson School of Management   2007 — 2009
M.B.A

The College of New Jersey   1995 — 1999
B.S

Melissa Logan CPC Melissa Logan CPC Auburn, Maine Details
Melissa Logan CPC's State Street Global Advisors (SSgA) Experience 2005 - 2007
Job Account Executive at Sun Journal & SJjobs (MyJobWave/Employment Times)
Industry Marketing and Advertising
Experience
My Job Wave   July 2012 - Present
MOUNTAIN, LTD.   December 2010 - February 2012
Not Just Frosting!   2009 - 2010
ALG Partners   2008 - 2009
The Systems Group  2007 - 2008
State Street Global Advisors (SSgA)   2005 - 2007
State Street Bank  2003 - 2005

Skills
Consulting, Human Resources, Healthcare, Applicant Tracking..., Technical Recruiting, Process Improvement, Employee Relations, Talent Acquisition, Training, Team Building, Microsoft Office, Financial Services, Microsoft Excel, Customer Service, Account Management, Data Analysis

Education
Northeastern University   1997 — 2002
Bachelors, Psychology, Women's Studies & American Sign Language

Sanford High School   1994 — 1997

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

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

University of Colorado Boulder   1989 — 1992
none, economics

Alex Ryer, CFA, FRM, CAIA Alex Ryer, CFA, FRM, CAIA Princeton, New Jersey Details
Alex Ryer, CFA, FRM, CAIA's State Street Global Advisors (SSgA) Experience June 2000 - November 2003
Job Senior Quantitative Analyst at BlackRock
Industry Investment Management
Experience
BlackRock  September 2014 - Present
Northern Trust Asset Management  June 2013 - August 2014
Northern Trust Asset Management  June 2006 - June 2013
Northern Trust Global Investments  June 2005 - June 2006
RhumbLine Advisers  November 2003 - June 2005
State Street Global Advisors (SSgA)   June 2000 - November 2003
Katahdin Investment Partnership, LLC   March 1999 - June 2000
International Light, Inc.   August 1990 - March 1999

Skills
Financial Modeling, R, SAS, Trading System, Python, Equities, Hedge Funds, Fixed Income, Bloomberg, Asset Managment, Portfolio Management, Derivatives, Portfolio Optimization, Quantitative Analytics, Asset Allocation, Investment Strategies, Alternative Investments, ETFs, Investments, Global Macro, Asset Management, Investment Management

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   1996 — 1999
MBA, Finance

Bucknell University   1985 — 1990
BSEE, Electrical Engineering

Mary Timmons Mary Timmons Montreal, Canada Area Details
Mary Timmons's State Street Global Advisors (SSgA) Experience 1998 - 2003
Job Senior Customer Care Specialist at Sliq Media Technologies
Industry Information Technology and Services
Experience
Sliq Media Technologies   January 2014 - Present
VOCALCOM NORTH AMERICA   May 2013 - November 2013
ebrary, a ProQuest Company   December 2009 - May 2013
Boston Options Exchange  January 2008 - October 2009
SuccessFactors  June 2006 - January 2008
Thomson CompuMark  March 2005 - June 2006
Thomson CompuMark  August 2004 - March 2005
State Street Global Advisors (SSgA)   1998 - 2003
State Street Corporation  1993 - 1998

Skills
XML, CSS, PowerPoint, Visio, Outlook, Relational Databases, HTML, Access, Web Authoring Tools, SQL, JavaScript, Microsoft Excel, Lotus Notes, Training, Troubleshooting, Project Management, Salesforce Administrator, CRM, Software Documentation

Education
Northeastern University   2010 — 2014
Bachelor of Applied Science (BASc), Management Information Systems

YUNGUANG MIKE YANG, CFA, FRM YUNGUANG MIKE YANG, CFA, FRM Greater New York City Area Details
YUNGUANG MIKE YANG, CFA, FRM's State Street Global Advisors (SSgA) Experience 2006 - Present
Job Vice President at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein  October 2010 - Present
State Street Global Advisors  April 2006 - Present
State Street Global Advisors (SSgA)   2006 - Present
State Street Global Advisors, Advanced Research Center   2006 - Present
SSGA  2006 - Present

Skills
Equity Research, Equities, Derivatives, Hedge Funds, Emerging Markets, Bloomberg, Quantitative Research, Fixed Income, Quantitative Finance

Education
University of Rochester   2001 — 2006
MS, ABD, Finance

University of Rochester - Simon Business School   2001 — 2006

Peking University   1991 — 1996
B.S., Physics

Andrew Washburn Andrew Washburn Greater Boston Area Details
Andrew Washburn's State Street Global Advisors (SSgA) Experience January 2012 - March 2013
Job Senior Vice President Chief Marketing Officer
Industry Financial Services
Experience
MFS Investment Management  March 2013 - Present
State Street Global Advisors (SSgA)   January 2012 - March 2013
State Street Global Advisors (SSgA)   June 2008 - January 2012
RiverSource Investments  January 2001 - April 2007
Putnam Investments  April 1996 - December 2000

Skills
Marketing Strategy, Brand Management, Marketing Communications, Product Marketing

Education
Boston College - Carroll School of Management
Master of Science (MS), Finance, General

Ithaca College
Bachelor of Science (BS), Finance, General

Nicole Ramsay, MS Nicole Ramsay, MS Greater San Diego Area Details
Nicole Ramsay, MS's State Street Global Advisors (SSgA) Experience January 2003 - November 2004
Job MarCom Manager, Branding and Digital Marketing Consultant, Lead Generation Expert, Social Media Strategist
Industry Marketing and Advertising
Experience
5 Star Marketing Community Small Business Referral Group   December 2014 - Present
Affymetrix  August 2014 - Present
Independent School Management (ISM)   September 2013 - July 2014
Army and Navy Academy  January 2014 - June 2014
Army and Navy Academy  June 2007 - December 2013
Army and Navy Academy  June 2006 - July 2007
MINELLI, INC  October 2005 - December 2005
Sigma Sigma Sigma National Sorority  June 2004 - June 2005
STATE STREET GLOBAL ADVISORS (SSgA)   January 2003 - November 2004
Ron Bouchard's Auto Stores  June 1996 - September 2000

Skills
Social Media, Social Networking, Social Media Marketing, Project Coordination, Website Administration, Website Management, Press Releases, Press Kits, Online Video, Strategic Planning, Customer Service, Customer Satisfaction, Survey Design, Survey Development, Webmaster Services, Email Marketing, Event Planning, Training, Event Management, Management, Copywriting, Advertising, Content Management, Creative Direction, Direct Mail, Editing, Exit Surveys, Facebook, Fundraising, Internal Communications, Market Planning, Marketing, Newsletters, Nonprofits, Online Advertising, Online Marketing, Research, SEO, Sales, Strategy, Time Management, Web Video, Leadership, Marketing Strategy, Marketing Communications, Media Relations, Public Relations, Corporate Communications, Strategic Communications, Website Development

Education
Boston College   2005 — 2006
Master of Science, Administrative Studies; Business and Communications

Fitchburg State University   1997 — 2000
Bachelor of Science, Business Administration; Management and Marketing

Anna WANG Anna WANG Greater Boston Area Details
Anna WANG's State Street Global Advisors (SSgA) Experience September 2013 - Present
Job Quantitative Research Analyst at SSgA
Industry Investment Management
Experience
State Street Global Advisors (SSgA)   September 2013 - Present
IBM  December 2010 - June 2012

Skills
Financial Modeling, Investment Management, Valuation, Investments, Fixed Income, Quantitative Research, Portfolio Management, Bloomberg, Financial Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   2012 — 2013
Master of Science (M.Sc.), Finance, General

National University of Singapore   2006 — 2010
Bachelor of Engineering (B.Eng.), Electrical and computer engineering

Luis E. Ferreira, CFA Luis E. Ferreira, CFA Greater New York City Area Details
Luis E. Ferreira, CFA's State Street Global Advisors (SSgA) Experience May 1996 - July 2003
Job Managing Director at Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management, Inc.   December 2006 - Present
Bear Stearns Asset Management  August 2003 - November 2006
State Street Global Advisors (SSgA)   May 1996 - July 2003
State Street Global Advisors (SSgA)   June 1993 - May 1996

Skills
Asset Allocation, Portfolio Management, Risk Management, Quantitative Research, Equities, Investment Management, Investments, Asset Managment, Mutual Funds, Asset Management, Investment Advisory, Capital Markets, Valuation, Financial Markets, Derivatives, Alternative Investments, Hedge Funds

Education
Babson College - Franklin W. Olin Graduate School of Business   1993 — 1996
MBA, Concentration in Finance

Universidad de Los Andes   1985 — 1990
Engineer, Computer Science and Engineering

Alyssa McNeil Alyssa McNeil Greater Boston Area Details
Alyssa McNeil's State Street Global Advisors (SSgA) Experience June 2006 - September 2012
Job Marketing Technology Specialist at Goodwin Procter LLP
Industry Financial Services
Experience
Goodwin Procter LLP  October 2012 - Present
State Street Global Advisors (SSgA)   June 2006 - September 2012
State Street Global Advisors  August 2000 - May 2006
Putnam Investments  1999 - 2000
Stop & Shop  1995 - 2000

Skills
Analysis, CRM, Data Analysis, Business Analysis, Management, Microsoft Office, Teamwork, Portfolio Management, Finance, Software Documentation, Training, Google Analytics, Invoicing, SharePoint, Social Networking, CRM software, Reference Data, Billing, InterAction CRM, Web Analytics, Email Marketing, Project Management, Microsoft Excel

Education
Suffolk University - Sawyer Business School   2002 — 2005
MBA, Business w/Marketing Concentration

University of Massachusetts, Amherst   1995 — 1999
BA, Psychology

David Smaltz, PMP David Smaltz, PMP Greater Boston Area Details
David Smaltz, PMP's State Street Global Advisors (SSgA) Experience 2010 - 2013
Job IT Architect, Technical Project Manager and Mobile Developer
Industry Information Technology and Services
Experience
Fenergo   June 2015 - Present
State Street Global Advisors (SSgA)   2010 - 2013
State Street Global Advisors (SSgA)   2008 - 2010
State Street Global Advisors (SSgA)   1995 - 2008
Sybase  1993 - 1995

Skills
Project Management, Business Intelligence, Offshore Management, Disaster Recovery, IT Management, Databases, Cloud Computing, ETL, Vendor Management, Oracle, Microsoft SQL Server, SDLC, Unix, Program Management, Database Design, Performance Tuning, Data Architecture, SharePoint

Education
Santa Clara University
MBA

Oakland University
Bachelor's degree

Northeastern University
Certificate of Advanced Study in Data Communications

Michael Clohisy Michael Clohisy Greater Boston Area Details
Michael Clohisy's State Street Global Advisors (SSgA) Experience January 1998 - January 2002
Job Attorney and Business Consultant
Industry Legal Services
Experience
Sapient Global Markets  May 2014 - Present
Law Office of Spillane and Mrowka   January 2002 - Present
Law Office of Spillane and Mrowka   January 1999 - Present
State Street Global Advisors (SSgA)   January 1998 - January 2002
Mula & Associates   January 1997 - January 1999
Bob Woolf Associates   January 1995 - January 1997
JAMS - Endispute   January 1993 - January 1995

Skills
Corporate Law, Legal Writing, Negotiation, Civil Litigation, Marketing, Arbitration, Real Estate, Strategy, Litigation, Real Estate Transactions, Legal Research, Intellectual Property, Commercial Litigation, Licensing, Courts, Wills, Sports Management, Sports Marketing, NFL, Contract Negotiation, Business Development, Sponsorship, Sports Law, Management, Leadership

Education
Boston College
Bachelor of Arts, Psychology/Business Management

Suffolk University Law School
J.D., Law

Jessica DeLeo (Charpentier) Jessica DeLeo (Charpentier) Greater Boston Area Details
Jessica DeLeo (Charpentier)'s State Street Global Advisors (SSgA) Experience 2003 - Present
Job Manager, CRM Support & Analytics North America at State Street Global Advisors
Industry Marketing and Advertising
Experience
State Street Global Advisors  January 2003 - Present
State Street Global Advisors (SSgA)   2003 - Present

Skills
Access, Marketing Strategy, Financial Services, Social Media Marketing, Direct Marketing, Email Marketing, CRM, Public Speaking, Business Analysis, Analytics, Database Marketing, Microsoft Office, Data Analysis, New Business Development, Microsoft Word, Marketing Communications, Business Intelligence, SaaS, Management, Product Management, Business Strategy, PowerPoint, Fundraising, Vendor Management, Strategic Planning, Equities, Salesforce.com, Asset Managment, Lead Generation, Analysis, Series 63, Marketing, Relationship Management, Project Management, Process Improvement, Event Planning, Mutual Funds, SQL, Leadership, Customer Service, Microsoft Excel, Competitive Analysis, Event Management, Integrated Marketing, Sales, Social Media, Training, Product Marketing, Budgets, Market Research

Education
Anna Maria College   2000 — 2002
Masters

Anna Maria College   1996 — 2000
BS

Tom Rawlings Tom Rawlings Greater New York City Area Details
Tom Rawlings's State Street Global Advisors (SSgA) Experience 1995 - 2005
Job Chief Operating Officer at Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management  August 2009 - Present
O'Shaughnessy Asset Management  August 2007 - July 2009
Bear Stearns Asset Management Inc.  2005 - January 2008
State Street Global Advisors (SSgA)   1995 - 2005

Skills
Hedge Funds, Asset Managment, Equities, Fixed Income, Alternative Investments, Portfolio Management, Investments, Investment Management, Derivatives, Capital Markets, Asset Allocation, Bloomberg, Mutual Funds, Investment Strategies

Education
Boston University - School of Management   1997 — 2003
MBA, Finance

UMass Boston   1992 — 1997
Bachelor of Science, Finance

Crisann Shair Crisann Shair New York, New York Details
Crisann Shair's State Street Global Advisors (SSgA) Experience June 2014 - August 2014
Job Associate, Leveraged Finance Research at TIAACREF
Industry Investment Management
Experience
TIAA-CREF  June 2015 - Present
State Street Global Advisors (SSgA)   June 2014 - August 2014
Deloitte  February 2012 - May 2013
Goldman Sachs  July 2008 - February 2012

Skills
Fixed Income, Investments, Equities, Portfolio Management, Analysis, Securities, Valuation

Education
New York University - Leonard N. Stern School of Business   2013 — 2015
Master of Business Administration (M.B.A.), Finance, Strategy

Baruch College, City University of New York (CUNY)
BBA, Finance and Investments

CFA Institute

Thomas Lennon Thomas Lennon Canton, Massachusetts Details
Thomas Lennon's State Street Global Advisors (SSgA) Experience January 2014 - June 2014
Job Student at Northeastern University
Industry
Experience
State Street Global Advisors (SSgA)   January 2014 - June 2014
State Street  January 2013 - December 2013

Skills
Microsoft Excel, PowerPoint, Microsoft Word, SharePoint, Barclays Point, FactSet, Time Management

Education
Northeastern University   2011 — 2016
Finance and Management Information Systems

Canton High School   2007 — 2011
High School

Stephen Rotondi Stephen Rotondi Greater Boston Area Details
Stephen Rotondi's State Street Global Advisors (SSgA) Experience May 2007 - September 2007
Job Account Executive at Microtech Staffing Group
Industry Staffing and Recruiting
Experience
Microtech Staffing Group  September 2011 - Present
South Shore Lacrosse League   April 2011 - Present
Plymouth Rock Assurance  July 2009 - September 2011
State Street Global Advisors (SSgA)   May 2007 - September 2007

Education
Southern New Hampshire University
Bachelor's, Economics/Finance

Weymouth High School

Edward J. Taylor Edward J. Taylor Greater Boston Area Details
Edward J. Taylor's State Street Global Advisors (SSgA) Experience 1997 - 2000
Job Senior Director
Industry Information Technology and Services
Experience
Top Talent Associates, LLC   March 2014 - Present
Suffolk University  2013 - Present
Liberty Mutual  April 2007 - February 2014
Investors Bank and Trust  2004 - 2007
Marsh Inc.  2000 - 2003
State Street Global Advisors (SSgA)   1997 - 2000
Scudder Investments  1994 - 1997
Colonial Management  1985 - 1993

Skills
CISA, CISSP, CISM, PMP, SDLC, Program Management, Vendor Management, IT Strategy, Process Improvement, CGEIT, Business Analysis, Business Intelligence, Disaster Recovery, Project Management, Enterprise Architecture

Education
Rochester Institute of Technology   1981 — 1984
M.S., Computer Science

University of Massachusetts at Lowell
B.S., Mathematics

Weymouth HS

Weymouth HS

Weymouth HS

John Councill John Councill New York, New York Details
John Councill's State Street Global Advisors (SSgA) Experience June 2008 - August 2008
Job Quantitative Investment Strategies at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs Asset Management  May 2014 - Present
Adaptive Capital Group, LLC   June 2011 - May 2014
Goldman Sachs  June 2010 - August 2010
Madison Parker Capital  June 2009 - August 2009
State Street Global Advisors (SSgA)   June 2008 - August 2008
US Army  March 2006 - May 2008
US Army  May 2003 - March 2006

Skills
Risk Management, Equities, Emerging Markets, Financial Services, Quantitative Finance, Alternative Investments, Research, Investment Strategies, Sales

Education
Massachusetts Institute of Technology - Sloan School of Management   2008 — 2011
MBA, Finance Concentration

Harvard University, John F. Kennedy School of Government   2009 — 2011
International Security and Political Economy

United States Military Academy at West Point   1999 — 2003
B.S., Mathematics

Sydney Marzeotti Sydney Marzeotti Greater Boston Area Details
Sydney Marzeotti's State Street Global Advisors (SSgA) Experience 2002 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street Global Advisors (SSgA)   2002 - Present
Zurich Scudder Investments  March 1998 - May 2002
Scudder Investments  1992 - 1998
Scudder Investments  June 1986 - March 1992

Education
Boston University School of Law   1994 — 1996
LLM, Taxation

Suffolk University Law School   1982 — 1986
JD, Law

University of Michigan   1977 — 1981
BBA, Finance

Danny Gold Danny Gold Boston, Massachusetts Details
Danny Gold's State Street Global Advisors (SSgA) Experience June 2011 - August 2011
Job Investment Professional at TA Associates
Industry Venture Capital & Private Equity
Experience
TA Associates  July 2015 - Present
J.P. Morgan   June 2013 - July 2015
J.P. Morgan   June 2012 - August 2012
State Street Global Advisors (SSgA)   June 2011 - August 2011

Skills
Valuation, Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Capital IQ, PowerPoint, Equity Valuation, DCF, Microsoft Excel, Bloomberg Terminal

Education
Amherst College   2009 — 2013
Mathematics, Economics

Medfield High School   2005 — 2009

Pooja Madan Pooja Madan Greater New York City Area Details
Pooja Madan's State Street Global Advisors (SSgA) Experience July 2007 - November 2008
Job Lead Information Architect
Industry Marketing and Advertising
Experience
Publishers Clearing House  August 2009 - Present
State Street Global Advisors (SSgA)   July 2007 - November 2008
InterContinental Hotels Group  October 2006 - July 2007
Satyam Computer Services Ltd.  March 2004 - October 2006
Fidelia Technologies   May 2003 - March 2004
WadcoInfotech Pvt. Ltd.   May 2000 - March 2003

Skills
User Experience, Information Architecture, Web Standards, User-centered Design, Heuristic Evaluation

Education
City University of New York   2013 — 2015

Delhi University   1996 — 1999
B.A. Honours

New Era Public School   1986 — 1999

Human Factors International
Certificate

NNg Training

NNg Training

T. Craig Watkins T. Craig Watkins Greater New York City Area Details
T. Craig Watkins's State Street Global Advisors (SSgA) Experience June 1997 - October 2001
Job Vice President, Institutional Marketing and Consultant Relations at Cohen & Steers Capital Management, Inc.
Industry Investment Management
Experience
Cohen & Steers Capital Management, Inc.   February 2007 - Present
Essex Investment Management Company, LLC   July 2002 - January 2007
State Street Global Advisors (SSgA)   June 1997 - October 2001

Education
Susquehanna University   1993 — 1997
BS, Finance

Københavns Universitet
International Business, Fall 1995 Semester

John McClain John McClain Greater Boston Area Details
John McClain's State Street Global Advisors (SSgA) Experience 1998 - Present
Job VP User Experience, SSgA
Industry Design
Experience
State Street Global Advisors (SSgA)   1998 - Present
The Agency at Fidelity Investments   July 1987 - January 1998

Skills
Interactive Creative..., User Experience, Concept Development, User Interface Design, Interaction Design, Mobile, Information Architecture, User-centered Design, Brand Development, Corporate Identity, Art Direction, Graphic Design, Logo Design, Creative Direction, Portrait Photography, Videography

Education
University of Illinois at Urbana-Champaign   1985 — 1987
MFA, Graphic Design

West Virginia University   1980 — 1985
BFA, Graphic Design and Fine Art

Erica Carney Erica Carney Greater Boston Area Details
Erica Carney's State Street Global Advisors (SSgA) Experience June 2013 - Present
Job Senior Client Service ManagerSubAdvisory at State Street Global Advisors (SSgA)
Industry Investment Management
Experience
State Street Global Advisors (SSgA)   June 2013 - Present
State Street Global Advisors (SSgA)   April 2012 - Present
SSGA  August 2010 - April 2012
Eagle Investment Systems  January 2010 - August 2010
State Street Corp.  November 2006 - December 2009
State Street Corp.  July 2005 - November 2006
State Street Corp.  July 2004 - June 2005

Skills
Hold Series 7, Series 63, Mutual Funds, Fixed Income, Financial Services, Business Development, Bloomberg

Education
Bentley University   2006 — 2008
Masters of Business Administration, Management, Business Ethics and Social Responsibility

Fairfield University   2000 — 2004
BS, Marketing

Needham High School

Michael Narkiewicz Michael Narkiewicz Boston, Massachusetts Details
Michael Narkiewicz's State Street Global Advisors (SSgA) Experience January 2014 - Present
Job Portfolio Specialist at State Street Global Advisors (SSgA)
Industry Financial Services
Experience
State Street Global Advisors (SSgA)   January 2014 - Present
State Street Global Advisors (SSgA)   May 2013 - January 2014
Shepherd Kaplan LLC  June 2011 - April 2013
Congress Asset Management  May 2007 - June 2011
Nation One Mortgage  September 2005 - May 2007
State Street Bank  2004 - 2005

Skills
Alternative Investments, Fixed Income, Asset Management, Private Equity, Wealth Management, Bloomberg, Finance, Hedge Funds, Mutual Funds, Equities, Investments

Education
Northeastern University, D'Amore-McKim School of Business   2010 — 2012
MBA, Finance

Bentley University   2000 — 2004
BS, Finance

Peter van Hengel Peter van Hengel Greater New York City Area Details
Peter van Hengel's State Street Global Advisors (SSgA) Experience January 2003 - August 2010
Job OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  August 2010 - Present
Highmount Capital LLC.   September 2001 - December 2011
State Street Global Advisors (SSgA)   January 2003 - August 2010
SSgA  2001 - August 2010
State Street  February 2002 - February 2007

Skills
Data Warehousing, Portfolio Management, Fixed Income, Equities, Bloomberg, Cognos, Business Analysis, Metrics, Excel, Risk Management, Project Portfolio..., Informatica, Business Intelligence, Financial Planning

Education
Northeastern University   2001 — 2006
BS

Masters

Abhijit Panse Abhijit Panse Greater Boston Area Details
Abhijit Panse's State Street Global Advisors (SSgA) Experience October 2006 - Present
Job Consultant at Oracle Financial Services Software
Industry Computer Software
Experience
State Street Global Advisors (SSgA)   October 2006 - Present
Oracle Financial Services Software  2005 - 2006
Citigroup USA   2004 - 2005
Oracle Financial Service Software ltd.   2001 - 2004

Skills
Java Enterprise Edition, Software Development, Software Project...

Education
Maharashtra Institute of Technology   1997 — 2001
B.E

John Rathke John Rathke Greater Boston Area Details
John Rathke's State Street Global Advisors (SSgA) Experience September 2010 - Present
Job Principal, Audit Oversight at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors (SSgA)   September 2010 - Present
SSgA  March 2009 - September 2010
Sharpridge Capital Management, LP.   January 2007 - March 2009
JP Morgan Chase  September 2006 - January 2007
JP Morgan Chase  March 2005 - September 2006
State Street Corporation  September 2000 - July 2003

Skills
Fund Administration, Financial Services, Corporate Actions, Securities, Investments, Fixed Income, Account Reconciliation, Auditing, Accounting, Bloomberg, Fund Accounting, Mutual Funds, Equities

Education
Hesser College   1989 — 1992

Paul Deng Paul Deng Greater Boston Area Details
Paul Deng's State Street Global Advisors (SSgA) Experience June 2006 - December 2006
Job Assistant Professor of Economics at Copenhagen Business School
Industry Higher Education
Experience
Copenhagen Business School (CBS)   September 2009 - Present
The World Bank  2009 - 2009
Department of Economics, Brandeis University   January 2007 - May 2008
PanAgora Asset Management  June 2007 - September 2007
State Street Global Advisors (SSgA)   June 2006 - December 2006
The World Bank  2006 - 2006

Education
Brandeis University   2004 — 2009
PhD

Baylor University - Hankamer School of Business
Master of Science (M.S.)

Zhengzhou Institute of Aeronautics
BA

Juan Acevedo Juan Acevedo Greater Boston Area Details
Juan Acevedo's State Street Global Advisors (SSgA) Experience June 2007 - Present
Job Portfolio Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors (SSgA)   June 2007 - Present

Skills
Equities, Fixed Income, Portfolio Management, Bloomberg, Strategy

Education
Boston University - School of Management   2002 — 2006
Master of Business Administration (MBA), Finance

Boston University - School of Management   2002 — 2006
Master of Science (M.S.) in Investment Management

Providence College   1994 — 1998
BA, International Business

Adam Zouroulidis Adam Zouroulidis Greater Boston Area Details
Adam Zouroulidis's State Street Global Advisors (SSgA) Experience September 2012 - Present
Job CRM Support & Analytics AVP at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors (SSgA)   September 2012 - Present
State Street  June 2010 - September 2012
State Street  May 2007 - May 2010
State Street  October 2004 - April 2007
State Street  April 1999 - September 2004

Skills
Database Mining, Data Analysis, Data Reporting, Access, Process Improvement, Cognos, Requirements Analysis, Financial Reporting, Requirements Gathering, Analysis, Back Office, Business Intelligence, Data Fusion, SQL, CRM, SDLC, Data Mining, Corporate Actions, Financial Services, Derivatives, Business Analysis

Education
Suffolk University - Sawyer Business School   2000 — 2003
MBA, MIS

Clark University   1998 — 1999
Certificate on Client/Server Programming & Web Developing

University of Massachusetts Boston   1993 — 1997
Economics

Brett Bickford Brett Bickford Greater Boston Area Details
Brett Bickford's State Street Global Advisors (SSgA) Experience July 2011 - October 2012
Job Client Service Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management  June 2014 - Present
Eaton Vance  October 2012 - June 2014
State Street Global Advisors (SSgA)   July 2011 - October 2012
State Street Global Advisors (SSgA)   April 2009 - July 2011
State Street  December 2007 - April 2009

Skills
Business Development, Portfolio Management, Investments, Asset Management, Fixed Income, Hedge Funds, Investment Strategies, Financial Services, Asset Allocation, Equities, Bloomberg, Series 63, Series 7, Mutual Funds

Education
St. Lawrence University   2003 — 2007
Bachelor of Arts, English and Government

Jonathan Sliney Jonathan Sliney Greater Boston Area Details
Jonathan Sliney's State Street Global Advisors (SSgA) Experience July 2010 - Present
Job Principal Institutional Sales at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors (SSgA)   July 2010 - Present
State Street Global Advisors (SSgA)   June 2006 - July 2010
State Street Global Markets  June 2005 - June 2006

Education
Elon University   2001 — 2005
Business Administration, Marketing

Simina Petrusa Simina Petrusa Montreal, Canada Area Details
Simina Petrusa's State Street Global Advisors (SSgA) Experience September 2009 - February 2013
Job Portfolio Analyst at Richter
Industry Financial Services
Experience
Richter  November 2014 - Present
Itergy  February 2013 - October 2014
State Street Global Advisors (SSgA)   September 2009 - February 2013
Pratt & Whitney Canada  September 2008 - December 2008
Matson, Driscoll & Damico LLP   January 2008 - April 2008
Pratt & Whitney Canada  May 2007 - September 2007
Telus Quebec   March 2004 - May 2004

Skills
Bloomberg: cash..., Portia, Bondman, PRKS, Trade Portal, Microsoft Office..., Programming: VBA, web..., Strong problem solving, Work Well Independently, Multitasking Skills, Prioritize Workload, Meet Deadlines, ConnectWise, Process Improvement, Bloomberg, Analysis, SAP, Portfolio Management, SharePoint, Project Management, Fixed Income, Romanian, English, French, Account Reconciliation, Finance, Variance Analysis, Investments, Management, Business Analysis

Education
Concordia University   2006 — 2010
Bachelor of Commerce, Finance, 3.66 GPA

CDI College for Business and Technology   2002 — 2004
AEC, Computers Programming, 92.72% avg.

The Polytechnic Institute - Bucharest   1993 — 1998
Bachelor of Science in Power Engineering, Hydro - Energy, 87%

"Gh. Lazar" High School
Secondary School certificate, Mathematics/Physics

Matthew D'Agata Matthew D'Agata Greater Boston Area Details
Matthew D'Agata's State Street Global Advisors (SSgA) Experience March 2011 - Present
Job Senior Benchmark Performance Analyst at State Street Global Advisors (SSgA)
Industry Financial Services
Experience
State Street Global Advisors (SSgA)   March 2011 - Present
State Street  May 2009 - March 2011
JPMorgan Chase  February 2008 - May 2009
Gryphon Networks  May 2007 - 2008
International Business Machines  May 2006 - August 2006

Education
The University of Connecticut   2003 — 2007
BA, Economics

Langley High School   1999 — 2003

Melissa Hieger Melissa Hieger Greater New York City Area Details
Melissa Hieger's State Street Global Advisors (SSgA) Experience 1996 - 1998
Job Director of Research at Risk Premium Investment Management Company, LLC
Industry Financial Services
Experience
Risk Premium Investment Management Company, LLC   September 2014 - Present
Burroughs Wellcome Fund  2007 - Present
Cloverdale Advisors   2007 - September 2014
Deutsche Asset Management  2003 - 2006
Deutsche Asset Management  2000 - 2003
Merrill Lynch  1998 - 2000
State Street Global Advisors (SSgA)   1996 - 1998
Boston University  1990 - 1996

Skills
Alternative Investments, Asset Managment, Hedge Funds, Strategy, Entrepreneurship, Equities, Fixed Income, Portfolio Management, Investments, Asset Management, Investment Management, Mutual Funds, Investment Strategies, Asset Allocation, Derivatives, Financial Risk, Capital Markets, Private Equity, Risk Management, Financial Modeling

Education
Boston University   1990 — 1996
Doctor of Philosophy (Ph.D.), Economics

Miami University   1989 — 1990
Master's Degree, Economics

Miami University
Bachelor's Degree, Political Science, Latin American Studies and Spanish

Jeffrey P. Davis, CFA Jeffrey P. Davis, CFA Greater Boston Area Details
Jeffrey P. Davis, CFA's State Street Global Advisors (SSgA) Experience 1992 - 2001
Job Chief Investment Officer at LMCG Investments
Industry Investment Management
Experience
LMCG Investments  April 2005 - Present
Rockefeller & Co., Inc.   August 2001 - April 2005
State Street  November 1992 - August 2001
State Street Global Advisors  1992 - 2001
State Street Global Advisors (SSgA)   1992 - 2001
PanAgora Asset Management  October 1987 - November 1992
Wilmington Trust  July 1983 - October 1987

Skills
Investments, Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Hedge Funds, Equities, Emerging Markets, Fixed Income, Investment Management

Education
Vanderbilt University - Owen Graduate School of Management   1980 — 1982
MBA, Finance

Duke University   1977 — 1980
Bachelor of Arts (BA), Philosophy and Economics

Thomas Clancy Thomas Clancy Greater Boston Area Details
Thomas Clancy's State Street Global Advisors (SSgA) Experience 2003 - 2009
Job Senior Vice President at Fiera Capital Global Asset Management
Industry Investment Management
Experience
Fiera Capital Global Asset Management   June 2015 - Present
Mackenzie Investments  2014 - 2015
AGF Management Limited  2009 - 2014
State Street Global Advisors (SSgA)   2003 - 2009
State Street  1999 - 2003

Skills
Asset Managment, Investments, Fixed Income, Mutual Funds, Equities, Alternative Investments, Hedge Funds, Investment Management, Portfolio Management, Investment Strategies, Asset Allocation, ETFs, Series 7, Bloomberg, Series 63, Financial Modeling, Investment Advisory, Financial Analysis, Wealth Management, Trading, Derivatives, Institutional..., Financial Services, Bonds, Asset Management, Capital Markets, Financial Markets, Securities

Education
Northeastern University   2010 — 2012
Master of Business Administration (M.B.A.)

Framingham State University   1997 — 2001
Bachelor's Degree

Christopher Flosi Christopher Flosi Greater New York City Area Details
Christopher Flosi's State Street Global Advisors (SSgA) Experience March 2008 - July 2010
Job Municipal Credit Analyst at Build America Mutual
Industry Financial Services
Experience
Build America Mutual   October 2012 - Present
BofA Global Capital Management  July 2010 - October 2012
State Street Global Advisors (SSgA)   March 2008 - July 2010
State Street  May 2006 - March 2008

Education
Suffolk University - Sawyer Business School   2008 — 2009
MBA, Finance & Accounting

Iona College   2002 — 2006
BBA, Finance

Fernando Calle Fernando Calle Providence, Rhode Island Area Details
Fernando Calle's State Street Global Advisors (SSgA) Experience July 2001 - August 2010
Job IT Security Manager, VP
Industry Information Technology and Services
Experience
Citizens Bank  June 2011 - Present
102nd Network Warfare Squadron, RI Air National Guard   1995 - Present
State Street Corporation  August 2010 - June 2011
State Street Global Advisors (SSgA)   July 2001 - August 2010
Stream International  1996 - 2000

Skills
CISSP, Information Security, Business Continuity, Disaster Recovery, Security, Information Security..., Vulnerability Assessment, Active Directory, Information Assurance, Windows Server, Intrusion Detection, Security Management, Security Clearance, DoD, Infrastructure, CISA, Computer Security, Network Security, Vulnerability Management, Information Technology, IT Management, ISO 27001, ITIL, IT Strategy, Virtualization, IT Operations, VMware, COBIT, CISM, Security Audits, Risk Management, Servers, Risk Assessment, Auditing, IT Audit, PCI DSS, Penetration Testing

Education
Community College of Rhode Island

New England Institute of Technology

William Hunt William Hunt Greater Boston Area Details
William Hunt's State Street Global Advisors (SSgA) Experience 2005 - 2008
Job President and Founder at TRN Capital, LLC
Industry Financial Services
Experience
TRN Capital, LLC   2008 - Present
Harvard Law School, Program on International Financial Systems   2009 - 2010
State Street Corporation  2006 - 2008
State Street Global Advisors (SSgA)   2005 - 2008
State Street Global Advisors (SSgA)   2001 - 2005
State Street Companies, Japan   1994 - 2001
AIG, Japan & Korea   1990 - 1994

Skills
Investments, Equities, Hedge Funds, Alternative Investments, Private Equity, Asset Management, Mutual Funds, Financial Services, Valuation, Portfolio Management, Securities, Venture Capital

Education
University of South Carolina - Darla Moore School of Business   1985 — 1988
M.I.B.S, International Business/Finance

Bates College   1980 — 1984
B.A.

Denise Sisk Denise Sisk Greater Boston Area Details
Denise Sisk's State Street Global Advisors (SSgA) Experience 2005 - Present
Job Managing Director at SSgA
Industry Financial Services
Experience
State Street Global Advisors (SSgA)   2005 - Present
CitiStreet  2000 - 2005
State Street  1991 - 2000

Skills
Investments, Compliance, Risk Management, Financial Services, Asset Management, Defined Contribution, Fiduciary Services, Alternative Investments, Portfolio Management

Education
Suffolk University Law School   1988 — 1991
JD, Law

Fairfield University   1984 — 1988
BS, Finance

Syed K Zaidi Syed K Zaidi Greater Boston Area Details
Syed K Zaidi's State Street Global Advisors (SSgA) Experience February 2014 - Present
Job Vice President at State Street Global Advisors (SSgA)
Industry Financial Services
Experience
State Street Global Advisors (SSgA)   February 2014 - Present
State Street Global Advisors (SSgA)   May 2010 - February 2014
State Street Global Advisors (SSgA)   September 2006 - June 2010
Business Management Systems  March 2000 - August 2006

Skills
Agile Methodologies, SQL, SDLC, SOA, Sybase, Requirements Analysis, Enterprise Architecture, Software Project..., PL/SQL, Oracle, Java Enterprise Edition, Web Services, Data Modeling, Unix, Business Analysis

Education
Karachi University   1996 — 1998
MCS, Computer Science

Monique Labbe Monique Labbe Greater Boston Area Details
Monique Labbe's State Street Global Advisors (SSgA) Experience November 2012 - September 2014
Job Fund Principal Financial Officer at Foreside Financial Group, LLC
Industry Financial Services
Experience
Foreside Financial Group, LLC  September 2014 - Present
State Street Global Advisors (SSgA)   November 2012 - September 2014
State Street  October 1995 - November 2012

Skills
Fund Accounting, Mutual Funds, Fund Administration, Global Custody, Corporate Actions, Relationship Management, Financial Services, Asset Management, Alternative Investments

Education
Boston College - Wallace E. Carroll Graduate School of Management   1999 — 2002
MBA, Finance

University of Massachusetts Dartmouth   1991 — 1995
BOS, Accounting

William Bernard William Bernard Greater Boston Area Details
William Bernard's State Street Global Advisors (SSgA) Experience 2003 - Present
Job Relationship Manager at SSgA
Industry Investment Management
Experience
State Street Global Advisors (SSgA)   2003 - Present

Skills
Portfolio Management, Equities, Investments, Asset Management, Mutual Funds, Fixed Income, Alternative Investments, Series 7, Investment Management, Relationship Management, Hedge Funds, Bloomberg, Series 63, Securities, Investment Strategies, Asset Managment

Education
Hamilton College
BA

Masco

Michael F. Collins Jr., MBA Michael F. Collins Jr., MBA Boston, Massachusetts Details
Michael F. Collins Jr., MBA's State Street Global Advisors (SSgA) Experience June 2007 - May 2012
Job MBA Graduate at Trinity College, Dublin
Industry Higher Education
Experience
Trinity College Dublin  September 2014 - August 2015
Dovetail Health  January 2013 - August 2014
Dovetail Health  May 2012 - August 2014
State Street Global Advisors (SSgA)   June 2007 - May 2012

Skills
Marketing Strategy, Customer Service, Strategy, Business Development, Account Management, Mergers & Acquisitions, Product Management, Project Management, Product Marketing, Market Research, Start-ups, Leadership, Marketing, Cross-functional Team..., Pitching Ideas, Research, Management, Strategic Planning, Investments, Social Media

Education
College of the Holy Cross   2003 — 2007
BA, Economics

Trinity College, Dublin
Master of Business Administration (M.B.A.), Second Class Honors

Xaverian Brothers High School   1999 — 2003

Collette Kenneally Collette Kenneally Greater Boston Area Details
Collette Kenneally's State Street Global Advisors (SSgA) Experience October 1995 - April 1999
Job Business Systems Analyst
Industry Financial Services
Experience
Educators Publishing Service  December 2007 - January 2014
UPROMISE INC. / HUDSON GLOBAL RESOURCES / FISH & RICHARDSON / MILLENNIUM PHARMACEUTICALS / THE BOSTO   August 2003 - April 2005
LOWER MANHATTAN DEVELOPMENT CORPORATION (LMDC)   February 2002 - March 2003
PIMCO ADVISORS / OPPENHEIMER CAPITAL (OPCAP)   February 2000 - June 2001
State Street Global Advisors (SSgA)   October 1995 - April 1999
MORGAN STANLEY  September 1992 - October 1995

Skills
Windows XP, Excel 2003, Lotus 1-2-3 5.0, Word 2003, WordPerfect 6.1, Access 97/ 2002, Hyperion Pillar 4.6, PeopleSoft, Crystal Reports 6.0, PowerPoint 2002, Freelance Graphics 2.0, MS Project, Oracle 8.1, Cognos Impromptu 7.1, MS Outlook 2002, Lotus Notes, Lotus Organizer, MS Schedule Plus, RTQuotes, MSRealTime, MSNews, Bloomberg, VAX, SUN, SmartTerm 32bit: Client..., SmartTerm 32bit: Assets..., SmartTerm 32bit:..., Mac Pages, Mac Numbers

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA Entrepreneurial Studies

Fordham University
B.S., Child Psychology Major; Theology Minor

Subramanian Kumar Subramanian Kumar Greater Boston Area Details
Subramanian Kumar's State Street Global Advisors (SSgA) Experience May 2001 - February 2011
Job Sr. Oracle DBA at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  July 2012 - Present
Fidelity Investments  February 2011 - June 2012
State Street Global Advisors (SSgA)   May 2001 - February 2011
Wipro Infotech Ltd  May 1999 - May 2001
Mascon Global  May 1997 - May 1999

Skills
Data Modeling, TimesTen, Disaster Recovery, Data Warehousing, Databases, High Availability, Clustering, PL/SQL, Oracle SQL, Unix, Business Intelligence, Performance Tuning, Database Design, Unix Shell Scripting, Solaris, AIX, Oracle RAC, Troubleshooting, Database Administration, Agile, Creative Strategy, Critical Thinking, Database Security, Oracle, Data Architecture, SQL Tuning, Microsoft SQL Server, Integration, Enterprise Architecture, Agile Methodologies, SQL, ETL, SDLC

Education
University of Madras   1994 — 1997
Master of Computer Applications, IT

University of Madras   1991 — 1994
Bachelor of Science, Mathematics

Crystal Raymond Crystal Raymond Boston, Massachusetts Details
Crystal Raymond's State Street Global Advisors (SSgA) Experience April 2013 - Present
Job Account Manager at State Street
Industry Financial Services
Experience
State Street Global Advisors (SSgA)   April 2013 - Present
State Street  June 2010 - May 2013

Skills
Bloomberg, Fund Accounting, Fixed Income, Financial Analysis, Portfolio Management, Banking, Equities, Executive Support, Financial Services, Asset Management

Education
University of Massachusetts, Amherst   2001 — 2005
BS - Isenberg School of Management

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

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

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

Upper St. Clair High School   2005 — 2008
High School

Edward Astrachan Edward Astrachan Waban, Massachusetts Details
Edward Astrachan's State Street Global Advisors (SSgA) Experience April 2000 - June 2003
Job AVP & Actuary, Asset Liability Management (ALM) at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  March 2004 - Present
Sun Life Financial  2004 - 2012
State Street Global Advisors (SSgA)   April 2000 - June 2003

Skills
Stochastic Modeling, Actuarial, Investments, Bonds, Financial Modeling, ALM, Insurance, Actuarial Science, Derivatives, Risk Management, Financial Risk, Asset Allocation, Financial Markets, Hedging, Life Insurance, Strategy

Education
SUNY Stony Brook   1973 — 1977
MA, Biology (Mathematical Population)

MIT   1969 — 1973
BS, Biology

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