State Street Global Advisors (SSgA)
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, 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
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
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
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)
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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