State Street Global Markets

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State Street Global Markets Employees

Employee
Years
Job
Industry
Bret Delaire Bret Delaire New York, New York Details
Bret Delaire's State Street Global Markets Experience March 1998 - June 2004
Job Business Owner
Industry Financial Services
Experience
Downing Street Financial, Inc.   August 2010 - Present
NYSE Euronext  November 2006 - March 2009
Fortis Clearing Americas, LLC   March 2006 - November 2006
LaBranche Financial Services, Inc   September 2004 - March 2006
State Street Global Markets   March 1998 - June 2004

Skills
Trading, Series 7, Equities, Securities, Options, Finance, Medical Billing, Bookkeeping, Billing Services, Business Planning, Financial Analysis, Capital Markets, Financial Markets, Asset Managment, Financial Services, Asset Management, Financial Modeling, Investments, Fixed Income, Valuation

Education
Georgetown University   1994 — 1997
Bachelor of Science, Business Administration; Finance

Delbarton   1989 — 1993

Old Turnpike School   1988 — 1989

Frehlenghuysen   1987 — 1988

Assumption   1986 — 1987

Harding Township School   1981 — 1986

Chris Carlin Chris Carlin Greater Boston Area Details
Chris Carlin's State Street Global Markets Experience January 2002 - June 2010
Job Managing Director and COO for Portfolio Solutions SSGM at State Street Bank
Industry Financial Services
Experience
State Street Bank  June 2010 - Present
State Street Bank  June 1992 - Present
State Street Global Markets   January 2002 - June 2010

Skills
Financial Services, Securities, Finance, Equities, Trading, Series 7, Fixed Income, Mutual Funds, FINRA, Bloomberg, Alternative Investments, Hedge Funds, Mergers & Acquisitions, Portfolio Management, Series 24, Series 3, Series 63, Asset Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   1989 — 1992
MBA, Finance

Miami University   1983 — 1987
BA, Political Science

Eamon Aghdasi Eamon Aghdasi Greater New York City Area Details
Eamon Aghdasi's State Street Global Markets Experience May 2015 - Present
Job Emerging Markets Strategist at Societe Generale
Industry Research
Experience
State Street Global Markets   May 2015 - Present
Societe Generale  December 2012 - March 2015
UBS Investment Bank  June 2010 - November 2012
Liberty Mutual  November 2009 - June 2010
The Boston Consulting Group  June 2008 - August 2008
Apple  June 2007 - August 2007
The Federal Reserve Bank of Boston  December 2002 - August 2005

Skills
Emerging Markets, International..., Strategy, Fixed Income, Finance, Economics

Education
Harvard University, John F. Kennedy School of Government   2007 — 2009
MPA/ID, International Development

Massachusetts Institute of Technology - Sloan School of Management   2006 — 2009
Master of Business Administration (MBA)

Tufts University   1998 — 2002
BA, Economics/International Relations

John Donohue, CRCP John Donohue, CRCP Greater Boston Area Details
John Donohue, CRCP's State Street Global Markets Experience 1998 - 1999
Job Chief Compliance Officer at Enspire Investments
Industry Financial Services
Experience
Enspire Investments   March 2015 - Present
Various BD, RIA and service providers   December 2011 - Present
SunGard Capital Markets Segment, Financial Systems   September 2004 - November 2011
LaBranche Structured Products  2003 - September 2004
PreferredTrade   1999 - 2002
State Street Global Markets   1998 - 1999
Fidelity Capital Markets  1994 - 1998
Consultant, Financial Srvc Operations,Compliance, Finance and Technology   1989 - 1994
Shearson Lehman Brothers  1986 - 1989
Bank of America  1981 - 1986

Skills
SEC compliance, FINRA, Trading Technology, Securities, Compliance Management, AML, OFAC, FFIEC, CFDs, Exotic Derivatives, Financial Risk, Regulated Industries, Securities Regulation, Regulatory Capital, Information Security..., Internal Controls, Counterparty Risk, Banking, Financial Markets, Derivatives, Fixed Income, Mutual Funds, FSA, Capital Markets, Asset Managment, Risk Management, Hedge Funds, Prime Brokerage, Back Office, Middle Office, Compliance, Electronic Trading, Dodd-Frank, Operational Risk, Operational Risk..., Financial Regulation, Securities Lending, Alternative Investments, Commodity, Options, Trading, Market Data, Financial Services, Equity Trading, Trading Systems, Settlement, SEC, Finance, Asset Management, Investments

Education
University of Pennsylvania - The Wharton School   2000 — 2002
Certified Regulatory Compliance Professional (CRCP), Compliance

Fordham University   1986 — 1991
economics/mathematics

Dr. Mohan K. Bavirisetty Dr. Mohan K. Bavirisetty Lexington, Massachusetts Details
Dr. Mohan K. Bavirisetty's State Street Global Markets Experience February 2010 - March 2011
Job Chief Scientist at Modern Renaissance
Industry Management Consulting
Experience
Modern Renaissance   November 2012 - Present
Innovation and Entrepreneurship Society   December 2007 - Present
Advanced Center of Excellence   January 2004 - Present
Modern Renaissance   March 2011 - November 2012
State Street Global Markets   February 2010 - March 2011
Leading Professional Services company - IBM Premium Partner   June 2008 - January 2010
IBM  January 2006 - May 2008
Modern Renaissance   August 2005 - January 2006
Modern Renaissance   1999 - August 2005
Horizon International  September 1994 - July 1998

Skills
Thought Leadership, Industrial Internet of..., Data Science, Advanced Analytics, Business Transformation, Cloud Computing, Enterprise Architecture, Business Intelligence, IT Strategy, Business Process Design, Program Management, Solution Architecture, Web Services, Distributed Systems, Technical Leadership, SaaS, Professional Services, Web 2.0, Knowledge Management, Business Alignment, Business Architecture, Integration Architecture, Social Enterprise, E-Business On Demand, Expert IT, BPM, SOA, Machine Learning, Artificial Intelligence, Smart Analytics, Smart Planet Solutions, Innovation Platforms, Event Driven..., Web 3.0, Open COE Method, Shining City, Semantic BPM, Expert Systems, Complex Event Processing, Enterprise Modernization, Agent-based Computing, BPM On Demand, Spinoza 3.0, Social Semantic Cloud, Internet of Things, Systems Engineering, Digital Transformation, Analytics, CRM, Business Process

Education
Regis University   2005 — 2007
MBA, Executive MBA with emphasis on Innovation and Leadership

University of Louisiana at Lafayette   1989 — 1992
MS, Computer Science

Indian Institute of Technology, Madras   1985 — 1989
Ph.D, Artificial Intelligence

Andhra University   1986 — 1988
M. Tech, Computer Science and Technology

Heidi (Verrill) Pickett Heidi (Verrill) Pickett Greater Boston Area Details
Heidi (Verrill) Pickett's State Street Global Markets Experience January 2007 - December 2008
Job Global executive with expertise in business strategy, corporate development, marketing and operations.
Industry Financial Services
Experience
MIT Sloan School of Management  November 2011 - Present
National Council on US-Arab Relations  March 2011 - March 2011
State Street Global Markets   January 2007 - December 2008
State Street Global Markets   January 2004 - December 2006
State Street  January 2002 - December 2003
State Street  January 1998 - December 2001

Skills
Financial Management, Executive Management, Acquisition Integration, Managerial Finance, Management, Global Business..., Financial Reporting, Due Diligence, Leadership, Budgets, Business Strategy, Forecasting, Strategy, Finance, Investments, Strategic Planning, Financial Services, Financial Modeling, Building Relationships, Relationship Management, Corporate Finance, Financial Analysis, CRM, Valuation

Education
Chartered Institute of Management Accountants   2015 — 2016
Diploma, Islamic Finance

University of Pennsylvania - The Wharton School   2006 — 2006
Executive Development Program

Bentley University   1994 — 1998
Master of Science (MS), Accountancy

Bryant University   1987 — 1991
Bachelor's degree, Finance

Brent Michaels Brent Michaels Greater Boston Area Details
Brent Michaels's State Street Global Markets Experience October 2009 - Present
Job Vice President Currency Management
Industry Financial Services
Experience
State Street Global Markets   October 2009 - Present
UGA Boston Alumni   2009 - 2014
State Street Global Markets   September 2008 - October 2009
Georgia Pacific  February 2003 - August 2006

Skills
Currency, Hedging, Derivatives, Bloomberg, Capital Markets, Trading, Securities, Financial Services, FX Hedging, Analysis, Financial Markets, Electronic Trading, Bloomberg Terminal, Foreign Exchange, FX trading, Swaps

Education
Brandeis International Business School   2006 — 2008
MBA, International Finance

University of Georgia - Terry College of Business   1998 — 2002
BBA, International Business, minor in Spanish

Steven Fenty, CFA Steven Fenty, CFA Greater Boston Area Details
Steven Fenty, CFA's State Street Global Markets Experience June 2008 - Present
Job Vice President at State Street Global Markets
Industry Investment Management
Experience
State Street Global Markets   June 2008 - Present

Skills
Quantitative Research, Excel-based modeling, Programming - VBA, Writing detailed..., Multi-Tasking, Adaptive

Education
Cornell University
B.S., Operations Research and Engineering

John Stewart John Stewart Greater New York City Area Details
John Stewart's State Street Global Markets Experience January 2004 - December 2008
Job International Operating Executive | Marketing | Strategy | Chief Customer Officer
Industry Financial Services
Experience
Thomson Reuters  March 2014 - Present
Citi  November 2010 - December 2013
Capital IQ (formerly TheMarkets.com)   April 2010 - November 2010
Global Client Strategies   December 2008 - October 2010
State Street Global Markets   January 2004 - December 2008
State Street Corporation  January 1994 - December 2003
State Street Bank Luxembourg S.A   January 1990 - December 1993

Skills
Strategy, Mergers & Acquisitions, Start-ups, Portfolio Management, CRM, Business Development, Investments, Financial Services, Product Management, Management, Asset Management, Finance, Trading, Hedge Funds, Investment Banking, Financial Markets, Asset Managment, Mergers, Analysis, Securities, Executive Management, Business Strategy, Program Management, Leadership, Mutual Funds, Banking, Equities, Fixed Income, Capital Markets, Analytics, Marketing Strategy, Marketing

Education
INSEAD   1993 — 1993
YMP, Business Administration and Management, General

Boston Latin School
Diploma

Boston University - School of Management
bs, Finance

Alli Morse Alli Morse Boston, Massachusetts Details
Alli Morse's State Street Global Markets Experience June 2012 - April 2013
Job Global Cash Business Principal at State Street Global Advisors
Industry Higher Education
Experience
State Street Global Advisors  July 2014 - Present
State Street Global Advisors  May 2013 - July 2014
State Street Global Markets   June 2012 - April 2013
National Life Group  January 2012 - May 2012
University of Vermont  September 2009 - May 2012
Burlington Mayoral Campaign   October 2011 - December 2011

Skills
Series 7, Series 63, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Morningstar Direct, eVestment, Business Objects

Education
University of Vermont   2008 — 2012
Bachelor of Science in Mathematics and Minor in Business Administration, Mathematics, Cum Laude

Kings College London   2011 — 2011
Mathematics and Business

Bedford High School   2004 — 2008

Peter Kok Peter Kok New York, New York Details
Peter Kok's State Street Global Markets Experience August 2014 - November 2014
Job FX Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  May 2015 - Present
State Street Global Markets   August 2014 - November 2014
American Express  December 2013 - April 2014
RiO Industrial Limited   January 2012 - August 2013
Forex Signs Inc.  February 2011 - May 2011
UBS  August 2010 - December 2010

Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Financial Analysis, Valuation, Economics, Corporate Finance, Microsoft Excel, Fixed Income, PowerPoint, Investments, Financial Markets, Management, Finance, Equity Research, Budgets, VBA, Equities, Financial Services

Education
City University of New York-Baruch College - Zicklin School of Business   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Investments

立教大学 / Rikkyo University   2011 — 2011
Study Abroad, Japanese and East Asian Business Management, Marketing Organization and Strategies

Shanghai University   2009 — 2009
Study Abroad, Chinese Economic Reform, Chinese Culture and Conversational Mandarin

Marielle Mendoza Rodriguez Marielle Mendoza Rodriguez New York, New York Details
Marielle Mendoza Rodriguez's State Street Global Markets Experience August 2001 - July 2004
Job Lead Mobile SQA at Medidata Solutions
Industry Information Technology and Services
Experience
Medidata Solutions  June 2015 - Present
WebMD  August 2011 - June 2015
Equinox  April 2010 - August 2011
Gerson Lehrman Group  January 2007 - April 2010
eCopy Inc  July 2004 - December 2006
State Street Global Markets   August 2001 - July 2004
State Street PLC   2000 - 2001

Skills
Agile Methodologies, Software Quality..., Quality Assurance, Scrum, Waterfall, Test Planning, JIRA, Web Applications, Mobile Devices, SDLC, Agile Project Management, Regression Testing, Test Automation, Quality Center, Selenium, User Acceptance Testing, QTP, Usability Testing, Manual Testing, Software Development, Testing, Databases, Microsoft SQL Server, Mobile Applications, Test Cases, SQL, Strategy, XML, Requirements Analysis, REST, Defect Tracking, Android

Education
University of Liverpool   2006 — 2008
Masters, Information Technology

Clark University   1996 — 2000
BA, International Relations

St Anthony's   1992 — 1996
High School Diploma

Antoine-Axel Roulot Antoine-Axel Roulot Boston, Massachusetts Details
Antoine-Axel Roulot's State Street Global Markets Experience August 2005 - July 2009
Job Vice President Structured Credit Research at State Street Corporation
Industry Investment Management
Experience
State Street Corporation  July 2009 - Present
State Street Global Markets   August 2005 - July 2009
HSBC  July 2004 - August 2004
HSBC  June 2003 - December 2003
Natixis  March 2001 - February 2002
Dexia Credit Local  March 2000 - June 2000

Skills
Fixed Income, Bonds, Structured Finance, CLOs, ABS, Derivatives, Credit Analysis, Portfolio Management, Capital Markets, Bloomberg, Leveraged Finance, Credit Derivatives, Financial Structuring, Corporate Credit, Intex, Visual Basic, Asset Management, Investments, Financial Modeling, Structured Products, Credit, Alternative Investments, Old Master Paintings, Old Master Drawings

Education
Brandeis International Business School   2004 — 2005
MA

Université Paris Dauphine   1997 — 2000
BA

Dan Reynolds, CFA Dan Reynolds, CFA Greater Boston Area Details
Dan Reynolds, CFA's State Street Global Markets Experience January 2011 - Present
Job Financial Solutions & Product Management Professional
Industry Financial Services
Experience
State Street Global Markets   January 2011 - Present
Fidelity Investments / National Financial   2006 - 2010
Fidelity Investments / National Financial   July 2002 - February 2006
Fidelity Investments / Institutional Brokerage Group   September 1999 - June 2002
Fidelity Investments / Institutional Brokerage Group   October 1997 - August 1999
Fidelity Investments / Institutional Brokerage Group   January 1997 - September 1997
Fidelity Investments / Retail Brokerage Group   August 1996 - December 1996
Fidelity Investments / Retail Brokerage Group   August 1995 - July 1996
Massachusetts Financial Services  December 1993 - July 1995

Skills
CRM, Contract Negotiation, Due Diligence, Equities, Financial Services, Fixed Income, Integration, Investments, Leadership, Management, Mergers, Mutual Funds, Portfolio Management, Process Improvement, Product Development, Product Management, Program Management, Risk Management, Strategic Financial..., Vendor Management, Strategic Planning, Asset Allocation, Relationship Management, Wealth Management, Series 63, Series 7, Trading, Securities

Education
Denison University   1989 — 1993
BA, Economics, Art & Design

Ying (Grace) Le, CFA, CAIA Ying (Grace) Le, CFA, CAIA Boston, Massachusetts Details
Ying (Grace) Le, CFA, CAIA's State Street Global Markets Experience 2011 - October 2014
Job Asset Allocation Portfolio Specialist
Industry Financial Services
Experience
Wellington Management  October 2014 - Present
State Street Global Markets   2011 - October 2014
State Street Associates  June 2008 - December 2010
State Street Global Markets   June 2007 - May 2008

Skills
Emerging Markets, Tactical Asset..., Matlab, VBA, Global Macro, Portfolio Management, Quantitative Research, Applied Behavioral..., Macroeconomics, Financial Markets, Risk Modeling, Currency, Fixed Income, Econometrics, Return on Investment..., Investments, Financial Modeling, Investment Strategies, Asset Allocation, Economics, Trading Strategies

Education
Brandeis University, Lemberg - International Business School   2005 — 2007
Master, International Economics and Finance

The University of Hong Kong   2002 — 2005
Bachelor, Accounting and Finance

Tsinghua University   2001 — 2002
Candidate for B.Eng, Automation

Sarah Johnson Sarah Johnson Greater Boston Area Details
Sarah Johnson's State Street Global Markets Experience August 2008 - December 2008
Job Web Marketing Strategy & Operations at Avid
Industry Online Media
Experience
Avid Technology  February 2015 - Present
Sarah Johnson Creative   December 2008 - Present
Philips Healthcare  January 2014 - January 2015
Trinity University  June 2011 - December 2012
USAA  December 2010 - February 2011
MIT's Convergence Culture Consortium (C3)   2007 - 2009
State Street Global Markets   August 2008 - December 2008
Fidelity Investments  January 1998 - June 2008
Inc. Business Resources, a division of Inc. Magazine   January 1997 - January 1998
Cahners Publishing, a Reed Elsevier company   1995 - 1997

Skills
Marketing Communications, Integrated Marketing, Strategic Creative..., Pre-press Experience, Management Of Creative..., Copywriting, Advertising, Creative Direction, Strategy, Public Relations, Market Research, InDesign, Marketing, Editing, Vendor Management, Strategic Planning, Project Management, Event Planning, Integrated Brand..., Creative Campaign..., Collateral Materials..., Collateral Production, Ad Development, Catalog Development, Catalog Layout, Magazine Layout Design, Designing Marketing..., Banner Designing, Mobile Interface Design, Logo Design, Editorial, Online Advertising, Magazines, Email Marketing, Social Media Marketing, Multimedia, Social Media, Sourcing, Art Direction, Digital Strategy, Video Production, Marketing Strategy, Digital Media, Leadership, Automation, Mac, Video, B2B, Brand Development, Online Marketing

Education
Brown University
B.A., Semiotics

Kearsarge Regional HS

S.I. Newhouse School of Communications, Syracuse University
Brown U. credit

The Interactive Factory
Certificate

Alexandra B. Pizzi Alexandra B. Pizzi Boston, Massachusetts Details
Alexandra B. Pizzi's State Street Global Markets Experience January 2012 - September 2014
Job Client Service Associate at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management LLC   September 2014 - Present
State Street Global Markets   January 2012 - September 2014
State Street Global Markets, LLC  August 2010 - January 2012

Skills
Bloomberg, Electronic Trading, Equities, Data Analysis, Financial Modeling, Valuation, Securities, FX Options, Mutual Funds, Analysis

Education
Boston College   2006 — 2010
Bachelor of Arts, Economics, Philosophy

Jeff Aonso Jeff Aonso Toronto, Canada Area Details
Jeff Aonso's State Street Global Markets Experience January 2015 - Present
Job Securities Finance Trader
Industry Financial Services
Experience
State Street Global Markets   January 2015 - Present
State Street  August 2013 - December 2014
State Street  August 2010 - August 2013

Skills
Finance, Marketing, Financial Analysis, Customer Satisfaction, Analysis, Budgets, Business Strategy, Accounts Receivable, Sales, Social Media, Variance Analysis, Financial Statements, Investments, Accounting, Economics, Forecasting, Customer Service

Education
Durham University Business School
Global MBA - Finance (Candidate)

State University of New York College at Fredonia   2006 — 2010
Bachelor of Science (B.Sc.), Business Administration - Marketing

Canadian Securities Institute
Chartered Investment Manager (CIM)

Canadian Securities Institute
Managing Client Relationships

Centennial College
Business Management-Sales, Certificate of Achievement, (with honours)

Sarah Norcott Sarah Norcott Boston, Massachusetts Details
Sarah Norcott's State Street Global Markets Experience March 2011 - October 2013
Job Licensed Esthetician
Industry Health, Wellness and Fitness
Experience
Elizabeth Grady School of Esthetics and Massage Therapy   September 2014 - Present
Coretelligent  October 2013 - February 2014
State Street Global Markets   March 2011 - October 2013
State Street Global Markets   February 2009 - March 2011
State Street Global Markets   November 2007 - December 2008
Williams Lea  December 2006 - November 2007
Liberty Mutual Insurance  January 2006 - December 2006
Lee Hecht Harrison  October 2004 - January 2006
Hairforce Salon   July 2003 - October 2004
Limited Brands  July 2002 - July 2003

Education
Elizabeth Grady School of Esthetics and Massage Therapy   2014 — 2014
Esthetics and Makeup

University of Rhode Island   1999 — 2002
BS, Textile, Fashion Merchandising and Design Minor: Art, GPA: 3.5, Deans List

Steven Sage, CPA Steven Sage, CPA Greater Boston Area Details
Steven Sage, CPA's State Street Global Markets Experience May 2008 - April 2012
Job Vice President at State Street Bank
Industry Investment Banking
Experience
State Street Bank  April 2012 - Present
State Street Global Markets   May 2008 - April 2012
Hartford Investment Management  January 2005 - May 2008
Hartford Investment Management  January 2000 - January 2005
The Hartford Insurance Group  1999 - 2000
PwC  1997 - 1999
Lester Halpern & Company P.C.   1996 - 1997

Skills
Accounting, Derivatives, Business Analysis, Fixed Income, Investments, Financial Analysis, Forecasting, GAAP, Financial Modeling, Bloomberg, Internal Controls, Risk Management, Financial Reporting, Business Intelligence, Tax, Trading, FX Trading, Regulatory Reporting, SEC Financial Reporting, IFRS, Equities

Education
University of Hartford
MS

Eastern Connecticut State University   1992 — 1996
BS

Christelle Mundele Christelle Mundele Greater Boston Area Details
Christelle Mundele's State Street Global Markets Experience September 2012 - September 2013
Job International Settlements Desk: Associate at State Street Global Markets
Industry Financial Services
Experience
Brown Brothers Harriman  March 2014 - Present
Best Buy  August 2009 - March 2015
State Street Global Markets   September 2012 - September 2013
New Wave Boston Real Estate  May 2011 - May 2012
C.B. Scoops Ice Cream & Candy   August 2004 - August 2009

Skills
Peachtree, Bloomberg, Excel, PowerPoint, Factset, Morningstar, S&P, QuickBooks, Data Entry, Access, Time Management, Outlook, Microsoft Excel

Education
Bentley University   2008 — 2012
Bachelor, Corporate Finance and Accounting

Universitat Pompeu Fabra   2011 — 2011
Hispanic Studies

Gregory Fortuna, CFA Gregory Fortuna, CFA Greater Boston Area Details
Gregory Fortuna, CFA's State Street Global Markets Experience 1998 - Present
Job Managing Director at State Street
Industry Financial Services
Experience
State Street  Managing DirectorState Street Global Markets - Global link2007 - Present
State Street Global Markets   1998 - Present
Thomson Financial  1995 - 1998

Skills
Alternative Investments, Asset Management, Fixed Income, Equities, Hedge Funds, Mutual Funds, Securities, Derivatives, Trading Systems, Series 7, Financial Markets, Investments, Financial Services, Capital Markets, Bloomberg, FX Options, Relationship Management, Electronic Trading, Asset Managment

Education
Boston College   1991 — 1995
BS, Finance, Philosophy

Boston College - Wallace E. Carroll Graduate School of Management   1991 — 1995

Karen Baldwin Karen Baldwin Greater Boston Area Details
Karen Baldwin's State Street Global Markets Experience January 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
State Street Global Markets   January 2014 - Present
State Street  March 2008 - July 2010
State Street  October 2006 - March 2008
State Street  September 2004 - October 2006

Skills
Fund Accounting, Microsoft Excel, Financial Analysis, Access, Financial Reporting, Accounting, Outlook, Bloomberg, Microsoft Word, Corporate Actions, Financial Services, Pricing, Foreign Exchange, Trade Settlement, Cash Management, Fixed Income Analysis, Investments

Education
Boston University   2000 — 2004
Bachelor's degree, Public Relations

Teresa Chuang Teresa Chuang Greater Boston Area Details
Teresa Chuang's State Street Global Markets Experience 2000 - 2007
Job Managing Director, Global Relationship Management at John Hancock Asset Management
Industry Investment Management
Experience
John Hancock Asset Management   2008 - Present
Manulife Asset Management  2008 - Present
State Street Global Markets   2000 - 2007
Ogilvy & Mather Results Advertising   1995 - 1999

Skills
Bloomberg, Trading Systems, Fixed Income, Asset Management, Mutual Funds, Equities, Series 7, Strategy, Electronic Trading, Financial Services, Alternative Investments, Asset Allocation, Securities, Series 63, Investment Strategies, Hedge Funds, Investments

Education
Boston University
MBA, Finance & International Business

University of Auckland
BSc, BCom, Computer Science, Marketing

Hansraj Bhukhmohan Hansraj Bhukhmohan Greater Boston Area Details
Hansraj Bhukhmohan's State Street Global Markets Experience September 2014 - Present
Job Compliance Analyst at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets   September 2014 - Present

Skills
Financial Operations, Global Custody, Corporate Actions, Retail Banking, Customer Service, Bloomberg, Canadian Securities...

Education
UCL

Boston University Graduate School of Management   2012 — 2015
Master of Business Administration (MBA)

Hamilton College   2001 — 2005
Bachelor of Arts (B.A.), Economics

Hunter College High School   1995 — 2001
Diploma

Mike Pagliaro, CFA Mike Pagliaro, CFA Greater Philadelphia Area Details
Mike Pagliaro, CFA's State Street Global Markets Experience October 2005 - May 2006
Job Investment Officer at Hirtle Callaghan & Co
Industry Investment Management
Experience
Hirtle Callaghan & Co  September 2008 - Present
Community Foundation of Southern New Jersey   January 2013 - Present
Jewish Community Foundation Inc.   February 2013 - Present
Institutional Financial Markets, Inc. (formerly Cohen & Company)   June 2007 - June 2008
SEI Investments  June 2006 - June 2007
State Street Global Markets   October 2005 - May 2006

Skills
Asset Management, Investments, Portfolio Management, Equities, Asset Managment, ETFs, Capital Markets, Mergers & Acquisitions, Trading, Wealth Management, Valuation, Securities, Venture Capital, Mutual Funds, Financial Advisory

Education
CFA Institute

Bentley College - Elkin B. McCallum Graduate School of Business   2004 — 2006
MBA, Finance

Saint Joseph's University - Erivan K. Haub School of Business   2000 — 2004
Bachelor of Science, Marketing

Daniel Hand High School   1996 — 2000
Diploma

Brian C. Koeller, CFA Brian C. Koeller, CFA Greater Boston Area Details
Brian C. Koeller, CFA's State Street Global Markets Experience 1997 - 2002
Job CoFounding Partner
Industry Investment Management
Experience
Proxima, LLC   September 2014 - Present
Rosc Global Investments, LLC   September 2013 - August 2014
Pearl Street Capital Group  March 2008 - September 2013
Franconia Ski Club   March 2011 - March 2013
State Street Bank & Trust Company  2005 - 2007
State Street Corporation  2002 - 2005
State Street Global Markets   1997 - 2002
IBEX Capital Markets, LLC   1996 - 1997

Education
Yale School of Management

Bentley College - Elkin B. McCallum Graduate School of Business   1991 — 1994

Assumption College   1981 — 1986
Mathematics

Stephanie Papaleoni Stephanie Papaleoni Syracuse, New York Area Details
Stephanie Papaleoni's State Street Global Markets Experience November 2007 - April 2011
Job Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon  May 2011 - Present
State Street Global Markets   November 2007 - April 2011

Skills
Asset Managment, Mutual Funds, Equities, Trading, Investments

Education
Boston University   2003 — 2007
BA, Economics

Danielle Russell Danielle Russell Greater Boston Area Details
Danielle Russell's State Street Global Markets Experience January 2010 - July 2013
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group  September 2015 - Present
The Boston Consulting Group  June 2014 - August 2014
State Street Global Markets   January 2010 - July 2013
State Street Bank  September 2009 - May 2010
State Street Bank  June 2009 - September 2009
State Street Bank  June 2008 - May 2009
State Street  June 2007 - August 2007
Boston Bruins  January 2007 - May 2007

Skills
Foreign Exchange, Marketing, Capital Markets, Microsoft Excel, Portfolio Management, Project Management, Analysis, PowerPoint, Relationship Management, Client-focused, Microsoft Office, Cultural Awareness, Social Media, Conference Organization

Education
MIT Sloan School of Management   2013 — 2015
Master of Business Administration (MBA)

Boston College - Wallace E. Carroll Graduate School of Management   2005 — 2009
B.S., Management, Dual Concentrations in Finance and Marketing; Minor in French

Université Paris Dauphine   2007 — 2008
Study Abroad, Management, Marketing

Hingham High School   2001 — 2005

Joseph Sicree Joseph Sicree Greater Boston Area Details
Joseph Sicree's State Street Global Markets Experience November 2002 - June 2008
Job Principal Consultant, Technology & Architecture at Collaborative Consulting
Industry Information Technology and Services
Experience
Collaborative Consulting  October 2010 - Present
Partners Center for Personalized Genetic Medicine   April 2009 - October 2010
CaseNET  June 2008 - September 2008
State Street Global Markets   November 2002 - June 2008
Self-employed  June 2002 - November 2002
CertCo Inc.  May 2001 - May 2002
Sapient Corporation  October 2000 - April 2001
CSC Consulting  December 1998 - October 2000
Delcom Inc.   August 1996 - December 1998
Raytheon Company  June 1993 - July 1996

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2006 — 2012
MBA, Management of Operations and Technology

Clarkson University   1989 — 1993
BS, Computer Engineering

Jay Romano Jay Romano Greater Nashville Area Details
Jay Romano's State Street Global Markets Experience October 2011 - March 2013
Job MBA Candidate Vanderbilt 2017 | Former Senior Internal Auditor | International Business | Japanese Speaker
Industry International Trade and Development
Experience
State Street  April 2015 - July 2015
State Street  April 2014 - March 2015
State Street  March 2013 - March 2014
State Street Global Markets   October 2011 - March 2013
State Street  August 2010 - September 2011
Boston Financial Data Services  June 2009 - August 2009

Skills
Market Research, Management, Microsoft Excel, Finance, Project Planning, English, Entrepreneurship, Data Analysis, Customer Service, Leadership, Marketing, Internal Audit

Education
Vanderbilt University - Owen Graduate School of Management   2015 — 2017
Master of Business Administration (MBA), Strategy and Finance

Tufts University   2006 — 2010
Bachelor of Arts, Japanese and International Relations

関西外国語大学   2009 — 2009
Japanese

Noble and Greenough School   2002 — 2006
HS Diploma

Prince C. Mikado Prince C. Mikado United States Details
Prince C. Mikado's State Street Global Markets Experience March 2013 - April 2014
Job J.D. Candidate, Harvard Law School
Industry Financial Services
Experience
WilmerHale  May 2015 - July 2015
Sponsors for Educational Opportunity  May 2015 - July 2015
Faithful Fitness KC   April 2013 - March 2015
State Street Global Markets   March 2013 - April 2014
Phoenician Investment Fund   August 2010 - June 2012
Jack D. Gordon Institute   2011 - 2012
The Answer Group (TAG)   2010 - 2011
Dick's Sporting Goods  August 2006 - August 2009

Skills
Microsoft Excel, ArcGIS, Microsoft Word, Microsoft Publisher, Wall Street Office, Multi Currency Horizon, Financial Reporting, Financial Modeling, Financial Analysis, Data Analysis, Investments, Analysis, Finance, Banking

Education
Harvard Law School   2015 — 2018
Juris Doctorate

Florida International University   2008 — 2012
Bachelor of Business Administration (BBA) International Business Honors, BBA Finance

Jeff Monk Jeff Monk Greater Boston Area Details
Jeff Monk's State Street Global Markets Experience June 2011 - August 2011
Job Growth Private Equity Associate at Spectrum Equity
Industry Venture Capital & Private Equity
Experience
Spectrum Equity  July 2015 - Present
Shea & Company   November 2014 - June 2015
Falvey Partners, LLC   July 2012 - November 2014
State Street Global Markets   June 2011 - August 2011
Atlas Venture  October 2010 - May 2011
Thomson Reuters  June 2010 - September 2010

Education
Bentley University   2008 — 2012
Bachelor's degree, magna cum laude, Corporate Finance and Accounting. Minor in Mathematical Sciences

Peter Brackman Peter Brackman Greater New York City Area Details
Peter Brackman's State Street Global Markets Experience March 2015 - Present
Job Vice President, State Street Global Markets
Industry Capital Markets
Experience
State Street Global Markets   March 2015 - Present
J.P. Morgan   September 2012 - August 2014
Markit  August 2009 - August 2012
Morgan Stanley  June 2003 - February 2008
UBS/PaineWebber  June 1997 - June 2003
Deutsche Bank  1994 - 1996
Daiwa Securities  January 1991 - June 1994
Kidder Peabody  May 1988 - November 1989
Prudential Securities  February 1986 - April 1988

Skills
Fixed Income, Risk Management, Portfolio Management, Trading, Financial Risk, Structured Products, Analytics, MBS, Structured Finance, Software Development, Securitization, ABS, Management, Finance, Testing

Education
Polytechnic University   1988 — 1989
Operations Research

Clark University   1980 — 1984
Computer Science, Mathematics

Midwood High School   1978 — 1980

Scott Hockman Scott Hockman Greater Boston Area Details
Scott Hockman's State Street Global Markets Experience June 2006 - January 2008
Job State Street Global Markets
Industry Financial Services
Experience
State Street Bank  June 2009 - Present
State Street Bank Europe Limited   January 2008 - June 2009
State Street Global Markets   June 2006 - January 2008
Brown Brothers Harriman  October 2005 - June 2006

Education
Boston University Questrom School of Business   2003 — 2005
MBA

Curry College

Joshua McKenna Joshua McKenna Greater Boston Area Details
Joshua McKenna's State Street Global Markets Experience February 2015 - Present
Job Client Onboarding Consultant Officer
Industry Financial Services
Experience
State Street Global Markets   February 2015 - Present
State Street Global Markets   July 2014 - February 2015
State Street  December 2012 - July 2014
State Street  July 2011 - December 2012

Skills
Microsoft Office, Bloomberg, Finance, Quantitative Finance, Operations Management, Equity Research, Microsoft Excel, Time Management, Microsoft Word, Management, Customer Service, Financial Modeling, Data Analysis, Accounting, CRM, Financial Services

Education
University of Massachusetts Dartmouth   2007 — 2011
Bachelor of Science, Finance

Bond University   2010 — 2010
Finance, Study Abroad Program

Jessica Brown Jessica Brown Greater New York City Area Details
Jessica Brown's State Street Global Markets Experience April 2007 - October 2009
Job Vice President, Sales at Flextrade
Industry Financial Services
Experience
Flextrade  July 2014 - Present
BNP Paribas  June 2012 - June 2014
Traiana  September 2011 - June 2012
FXAll  October 2009 - September 2011
State Street Global Markets   April 2007 - October 2009
Cowen and Co.   November 2004 - April 2007
Tufts Health Plan  September 2002 - November 2004

Skills
FX, Account Management, Vendor Relations, Series 7, E-commerce, Equities, FX Options, Trading, Prime Brokerage, Series 63, Hedge Funds, Electronic Trading

Education
Bentley University   2003 — 2006
MBA, Marketing

University of Massachusetts, Amherst   2000 — 2002
BA, Management

Kyle Bartro Kyle Bartro Greater Boston Area Details
Kyle Bartro's State Street Global Markets Experience May 2012 - November 2012
Job Consultant at Cutter Associates
Industry Financial Services
Experience
Cutter Associates  August 2014 - Present
Acadian Asset Management  January 2014 - August 2014
Acadian Asset Management  November 2012 - December 2013
State Street Global Markets   May 2012 - November 2012
State Street Global Markets   September 2010 - November 2012
State Street  June 2008 - August 2010

Skills
Investments, Portfolio Management, Bloomberg, Equities, Fixed Income, Mutual Funds, Securities, Hedge Funds, Asset Management, Derivatives, Financial Modeling, Fund Accounting, Financial Services

Education
Connecticut College   2004 — 2008
Economics & Applied Statistics, Major

Kevin Feehily Kevin Feehily Greater Boston Area Details
Kevin Feehily's State Street Global Markets Experience September 1999 - August 2003
Job Consultant at Byrnes Consulting, LLC
Industry Financial Services
Experience
Byrnes Consulting, LLC   December 2011 - Present
Project Management Field Project   September 2010 - December 2010
Operations Management Field Project   January 2010 - May 2010
Commonwealth Financial Network  November 2008 - February 2010
The First Marblehead Corporation  February 2004 - February 2008
State Street Global Markets   September 1999 - August 2003
State Street  June 1998 - September 1999
State Street  October 1996 - May 1998
State Street  July 1995 - September 1996
Borg-Warner Protective Services Corporation   June 1994 - June 1995

Skills
Client Relationship..., Leading Projects, Presentation Development, Customer Presentations, Salesforce.com, Microsoft Office 2007, Account Management, Program Implementation, Business Analysis, Risk Management, Business Process..., Financial Services, Relationship Management, Process Improvement, Succession Planning, Online Articles, CRM, financial advisor, Financial Analysis, Leadership, Management, Portfolio Management, Investments, Business Planning

Education
Harvard University   2007 — 2011
ALM, Management & Operations

Boston University   1998 — 2000
Certificate, Financial Planning

Fairleigh Dickinson University-Florham Campus   1990 — 1995
Bachelor's Degree, Accounting

Boston Latin School   1985 — 1990

Peter Strassberg Peter Strassberg Boston, Massachusetts Details
Peter Strassberg's State Street Global Markets Experience February 2007 - March 2008
Job Vice President Talent Acquisition, Risk & Compliance at State Street
Industry Human Resources
Experience
State Street  March 2015 - Present
State Street  February 2014 - March 2015
Federal Reserve Bank of Boston  June 2012 - February 2014
Federal Reserve Bank of Boston  February 2011 - June 2012
Federal Reserve Bank of Boston  April 2010 - February 2011
Vertex Pharmaceuticals  April 2008 - May 2009
State Street Global Markets   February 2007 - March 2008
Liberty Mutual  May 2004 - February 2007

Skills
Internal Audit, Customer Service, Social Networking, Financial Recruiting, Business Intelligence, Information Technology, Corporate Finance, Executive Search, Management, Human Resources, Recruiting, Talent Acquisition, Vendor Management, Interviews, Screening Resumes, Performance Management, Hiring, Sourcing, Banking, Strategy, PeopleSoft, College Recruiting, Temporary Placement, Technical Recruiting, Talent Management, Leadership, Training, Account Management, SDLC, Access, Applicant Tracking..., Onboarding, Finance, Analysis, Internet Recruiting, Team Leadership, Policy, Employee Relations, Benefits Negotiation, Financial Services, Employee Benefits, Executive Management

Education
Elmira College   1996 — 2000
B.S

Hebron Academy   1992 — 1996

David Griesbauer David Griesbauer Boulder, Colorado Details
David Griesbauer's State Street Global Markets Experience December 2012 - September 2013
Job Vice President Client Solutions at Markit
Industry Information Technology and Services
Experience
Markit  July 2014 - Present
Artisan Partners  January 2014 - March 2014
State Street Global Markets   December 2012 - September 2013
Eaton Vance Management  February 2007 - December 2011
Batterymarch Financial Management  January 2001 - January 2007
State Street Research  July 1999 - December 2000
Ark Asset Management  June 1994 - June 1999
Booz Allen Hamilton  August 1992 - June 1994

Skills
Fixed Income, Trading Systems, Equities, Financial Services, Order Management, Business Analysis, Equity Research, Data Warehousing, Analysis, Integration, Investments, Transaction Support, Equity Trading, Systems Analysis, SQL, Project Management, Eagle PACE, Bloomberg Data License, Vendor Management, Back Office, JavaScript, Requirements Analysis, Business Requirements, Charles River IMS, MacGregor, Longview, FIX, Transaction Cost..., Compliance, TCL, Requirements Gathering, Project Planning, Large Systems..., Agile Environment, Agile Project Management, Agile Application..., Manage client..., Product Management, Product Development

Education
Loyola University Maryland   1988 — 1992
BBA, MIS

St. John's College High School   1983 — 1988

David Godwin David Godwin Greater Boston Area Details
David Godwin's State Street Global Markets Experience June 2004 - December 2010
Job DevOps Engineer at Humana
Industry Computer Software
Experience
Humana  June 2015 - Present
Rollerr   October 2014 - March 2015
Launch Academy, Inc  April 2014 - July 2014
Canecom   June 2011 - April 2014
State Street - Global Markets  June 2004 - December 2010
Washington Mutual  July 2002 - December 2003
New England Financial  June 1997 - January 2001

Skills
Ruby, Amazon Web Services..., Mobile Applications, DevOps, Ruby on Rails, PostgreSQL, Social Media, Xcode, JavaScript, HTML 5, Bash, Vagrant, CSS, Docker, Financial Services, Codeship, Securities, HockeyApp, Financial Analysis, Fixed Income, Derivatives, Customer Communication, Asset Management, Equities, App Store, SQL, Sinatra

Education
Fairfield University
Economics and Political Science, 128 credits (4+ years) completed.

Medway High School

Alexis Lempereur Alexis Lempereur Boston, Massachusetts Details
Alexis Lempereur's State Street Global Markets Experience April 2013 - June 2014
Job Assistant Vice President, Market Risk at State Street Global Markets
Industry Financial Services
Experience
State Street  July 2014 - Present
State Street Global Markets   April 2013 - June 2014
State Street Global Markets   June 2012 - March 2013
State Street  August 2011 - June 2012
State Street Associates  June 2011 - August 2011

Skills
New Business Development, Global Business..., FX, Developing Client..., Risk Management, Portfolio Management, Investments, VBA

Education
Boston University Questrom School of Business   2010 — 2011
MBA, Finance

EDHEC Business School - Espeme   2001 — 2005
Bachelor of Arts (BA), International Business Management

John P Schwartz John P Schwartz Greater Boston Area Details
John P Schwartz's State Street Global Markets Experience February 2004 - May 2010
Job Head of Sales and Marketing at Redwood Investments
Industry Financial Services
Experience
Redwood Investments, LLC  August 2010 - Present
State Street Global Markets   February 2004 - May 2010
Goldman Sachs  July 1987 - March 2003

Skills
Cross Functional Team..., Portfolio Management, Investments, Alternative Investments, Equities, Business Development, Hedge Funds, Asset Management, Entrepreneurship, Fixed Income, Financial Services, Mutual Funds, Valuation, Trading Systems, Strategic Planning, Venture Capital, Securities, Capital Markets, Investment Management, Trading, FX Options, Private Equity, Financial Markets, Equity Research, Electronic Trading, Investment Strategies, Series 7, Asset Allocation, CRM, Series 63, Management, Bloomberg, Investment Banking, Fund Of Funds, ETFs, Emerging Markets

Education
Harvard Business School   1985 — 1987
MBA

Georgetown University   1979 — 1983
BA, Economics

Southfield School

Southfield School

Jeff Dorigan Jeff Dorigan Greater Boston Area Details
Jeff Dorigan's State Street Global Markets Experience December 2010 - January 2012
Job Sector Solutions North America Alternatives
Industry Investment Management
Experience
State Street  April 2015 - Present
State Street  January 2012 - Present
State Street Global Markets   December 2010 - January 2012
SSgA  September 2007 - January 2011
PTC  October 2005 - August 2007
Nakoma Group, LLC   September 2003 - October 2005
Prosum  May 2000 - August 2003
Kforce  1997 - 2000

Skills
Talent Management, Management, Strategy, Operations Management, Sales, Strategic Planning, Start-ups, Entrepreneurship, Leadership Development, Financial Services

Education
University of California, Los Angeles - The Anderson School of Management   2001 — 2004
MBA

Lake Forest College   1994 — 1997
Bachelors

Tom Salemy, CFA, CAIA Tom Salemy, CFA, CAIA Chicago, Illinois Details
Tom Salemy, CFA, CAIA's State Street Global Markets Experience May 2007 - January 2010
Job Institutional Investment Consulting @ Marquette Associates
Industry Financial Services
Experience
Marquette Associates  October 2011 - Present
First Trust Portfolios  September 2010 - October 2011
Eaton Vance Management  January 2010 - September 2010
State Street Global Markets   May 2007 - January 2010

Skills
Investments, Bloomberg, Capital Markets, Asset Allocation, Portfolio Optimization, Valuation

Education
Colby College
BA, Economics

Arlan Wasik (Montalbine) Arlan Wasik (Montalbine) Greater Boston Area Details
Arlan Wasik (Montalbine)'s State Street Global Markets Experience November 2011 - Present
Job Portfolio Solutions Group | BlockCross at State Street Global Markets
Industry Financial Services
Experience
State Street GLobal Markets   November 2011 - Present
Pulse Trading/ BlockCross   October 2008 - November 2011

Skills
Equities, Equity Trading, Electronic Trading, Trading Systems, Trading

Education
University County Galway, Galway Ireland   1999 — 2000
Bachelor of Science (B.S.), Psychology

Hobart and William Smith Colleges   1996 — 2000
Bachelor of Science, Psychology/ Womens Studies

Jasmin Bynoe Jasmin Bynoe Greater Boston Area Details
Jasmin Bynoe's State Street Global Markets Experience September 2004 - Present
Job Assistant Vice President & Compliance Officer
Industry Financial Services
Experience
State Street  April 2015 - Present
State Street Global Markets   September 2004 - Present

Skills
OFAC, AML, Auditing, Analysis, Microsoft Excel, PowerPoint, Risk Management, Financial Analysis, Process Improvement, Microsoft Word, Microsoft Office, Securities, Accounting, Mutual Funds, Financial Services, Program Management, Research, Financial Reporting, Budgets, Risk Assessment, Financial Risk, Hedge Funds, Fund Accounting, Due Diligence, Outlook, Investments, Corporate Actions, Management, Asset Managment, Project Management, Strategic Planning, Customer Service, Training, Business Analysis, Banking, Equities, Asset Management, Leadership, Strategy

Education
Emmanuel College   1994 — 1998
Undergraduate, Sociology

Christ Church Foundation

Pia McCusker Pia McCusker Greater Boston Area Details
Pia McCusker's State Street Global Markets Experience June 2000 - August 2005
Job Managing Director Global Head of Cash Management at State Street Global Advisors Global Cash
Industry Investment Management
Experience
State Street Global Advisors - Global Cash   August 2015 - Present
State Street Global Advisors - Fixed Income, Currency & Cash   June 2013 - August 2015
State Street Global Advisors - Global Cash   March 2010 - June 2013
State Street Global Advisors - Global Cash   April 2006 - March 2010
State Street Global Advisors - Global Cash   August 2005 - April 2006
State Street Global Markets   June 2000 - August 2005
Brandeis University  August 1997 - June 2000
Molten Metal Technology  May 1996 - August 1997
Brandeis University  June 1994 - May 1996
Fleet Bank  June 1992 - June 1994

Skills
Securitization, Structured Finance, Credit, Structured Products, ABS, Research, Fixed Income, Asset Management, Risk Management, Valuation, Credit Analysis, Credit Risk, Risk, Capital Markets, Bloomberg, Hedge Funds, Derivatives, Bonds

Education
Brandeis International Business School   1998 — 2000
MSF

Brandeis University   1988 — 1992
BA

Joe Salvatore, CFA Joe Salvatore, CFA Greater Boston Area Details
Joe Salvatore, CFA's State Street Global Markets Experience August 2010 - November 2012
Job Chief Technology Officer/Senior Vice President at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman  December 2012 - Present
State Street Global Markets   August 2010 - November 2012
Wellington Management Corp   June 2000 - August 2010
Fidelity Management & Research Company  March 1999 - June 2000
Logica  March 1997 - March 1999
ITS Associates (Acquired by Eagle Investment Systems)   1994 - 1997
Digital Equipment Corp. (Acquired by Compaq which was later acquired by HP)   1984 - 1991

Skills
Portfolio Management, Market Data, Trading Systems, Asset Management, Fixed Income, Equities, Electronic Trading, Derivatives, Financial Markets, Risk Management, Capital Markets, Options, Securities, Hedge Funds, Equity Research, Emerging Markets, Trading, Performance Measurement, Investments, Vendor Management, Financial Modeling, Acquisition Integration, Mutual Funds, IT Strategy, Asset, Wealth Management, Outsourcing, Executive Reporting, Banking, Valuation, Business Transformation, Management Consulting, Business Process..., Compliance, Back Office, Mergers, Risk, Project Portfolio..., Buy-side, Sell Side, Quantitative Research, Asset Managment, Investment Management, Investment Banking, Business Analysis, Mergers & Acquisitions, Financial Services, Equity Trading, Financial Risk

Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA

McGill University

University of Massachusetts, Amherst
BS

Andrew Donahue Andrew Donahue Boston, Massachusetts Details
Andrew Donahue's State Street Global Markets Experience October 2009 - August 2013
Job Strategy Associate
Industry Financial Services
Experience
Santander Holdings USA  August 2013 - Present
State Street Global Markets   October 2009 - August 2013
Bank of America  2007 - 2009

Skills
Finance, Financial Analysis, Analysis, Budgets, Banking, Financial Reporting, Account Reconciliation, Financial Modeling, Bloomberg, Khalix, Essbase, Oracle 9i, Oracle E-Business Suite, Strategic Planning, Strategy

Education
Boston College   2003 — 2007
Bachelor of Science, Finance

Olesya Shubov Olesya Shubov Greater New York City Area Details
Olesya Shubov's State Street Global Markets Experience August 2009 - May 2011
Job Senior Quantitative Finance Analyst, Model Validation
Industry Financial Services
Experience
Bank of America  July 2014 - Present
Jennison Associates  August 2011 - February 2014
State Street  May 2011 - August 2011
State Street Global Markets   August 2009 - May 2011
State Street Associates  May 2009 - August 2009
State Street  March 2007 - September 2008
MA Department of Revenue  March 2006 - February 2007
MA Department of Correction  August 2005 - March 2006

Skills
Fixed Income, Quantitative Finance, Statistics, Equities, Analysis, Investments

Education
Boston University   2008 — 2009
Master's Degree, Mathematical Finance

Tomsk State University   2000 — 2002
Master's Degree, Physics

Tomsk State University   1996 — 2000
Bachelor's Degree, Radio Physics

Erin (Hickey) Sheehan Erin (Hickey) Sheehan Greater Boston Area Details
Erin (Hickey) Sheehan's State Street Global Markets Experience January 2001 - December 2002
Job Sales North East at Liquidnet, Inc
Industry Capital Markets
Experience
Liquidnet, Inc   August 2007 - Present
Pulse Trading  December 2002 - August 2007
State Street Global Markets   January 2001 - December 2002

Skills
Trading Systems, Series 7, Bloomberg, Equities, Trading, Series 63, Electronic Trading, Equity Trading, Financial Markets, Market Data, Sales, Securities, Options, Hedge Funds, Fixed Income, Investments, Capital Markets

Education
Babson College   1996 — 2000
Bachelor’s Degree

Jessica Rothschild Jessica Rothschild Greater Denver Area Details
Jessica Rothschild's State Street Global Markets Experience June 2001 - May 2003
Job CRO / Vice President, Auto Finance at KeyBank
Industry Financial Services
Experience
KeyBank  February 2007 - March 2013
Nordstrom fsb  April 2005 - February 2007
CoBank  June 2003 - April 2005
State Street Global Markets   June 2001 - May 2003

Skills
Financial Modeling, Portfolio Management, Credit Analysis, Credit, Commercial Lending, Credit Risk, Cash Management, Commercial Banking, Banking, Investments, Underwriting, Loans, Corporate Finance, Capital Markets, Relationship Management, Treasury Management, Finance, Financial Analysis, Fixed Income, Mortgage Lending, Financial Services, Risk Management, Management

Education
University of Colorado at Denver   2003 — 2005
MBA

Boston University   1998 — 2001
BSBA, Finance

Boston University Questrom School of Business   1998 — 2001
BSBA, Finance

Alfredo Achecar Alfredo Achecar Greater New York City Area Details
Alfredo Achecar's State Street Global Markets Experience April 2011 - September 2013
Job Business Development Executive at State Street Corporation
Industry Financial Services
Experience
State Street  October 2014 - Present
State Street Global Exchange  September 2013 - September 2014
State Street Global Markets   April 2011 - September 2013
State Street Global Markets   February 2010 - April 2011
State Street Global Markets   November 2008 - January 2010
State Street Global Markets   January 2008 - October 2008
Rock Crest Capital   June 2006 - September 2006
American International Group  April 2002 - March 2004
Bloomberg  January 2000 - April 2002

Skills
Capital Markets, Equities, Corporate Finance, Credit Risk, Fixed Income, Risk Management, Hedge Funds, Equity Research, Mutual Funds, Bloomberg, Financial Services, Relationship Management, Asset Management, Economics, Equity Derivatives, Financial Markets, International Sales, Derivatives, Currency, Alternative Investments, Econometrics, Series 7, Series 63, Investment Management, Emerging Markets, Valuation, Financial Modeling, Business Development, Transition Management, ETFs, Foreign Exchange, Latin America, Spanish, Italian, Portuguese

Education
Columbia University in the City of New York   2004 — 2007
Bachelor of Arts, Economics

Brown University
Organizational Behavior and Management

Nitish Gupta Nitish Gupta Boston, Massachusetts Details
Nitish Gupta's State Street Global Markets Experience November 2010 - June 2011
Job Experienced IT Project/ Program Manager
Industry Investment Management
Experience
State Street Global Advisors  February 2014 - Present
State Street Global Advisors  June 2011 - February 2014
State Street Global Markets   November 2010 - June 2011
State Street Global Markets   February 2008 - October 2010
FM Global  May 2005 - February 2008
Northeastern University's International Student & Scholar Institute (ISSI)   September 2003 - April 2006
EMC Corporation  June 2004 - August 2004
Tata Consultancy Services  December 2002 - May 2003

Skills
Business Analysis, Project Management, SDLC, Requirements Analysis, Analysis, Project Planning, Agile Methodologies, Software Project..., Business Requirements, Requirements Gathering, Leadership, Vendor Management, PMO, Visio, IT Strategy, ERP, Project Portfolio..., Agile Project Management, Management, Systems Analysis, Project Coordination, Project Delivery, Business Process, MS Project, Project Implementation, Project Execution, Process Improvement, Program Management, SharePoint, Team Leadership, Cross-functional Team..., FX, Offshore Project..., Relationship Management, Portfolio Management, Meeting Facilitation, Continuous Improvement, Continuous Integration, Agile Leadership, Agile Adoption

Education
Northeastern University   2003 — 2006
MS

Maharshi Dayanand University   1999 — 2003
B.Tech

Birla Vidya Niketan   1996 — 1998
High School

Christopher Valois, CFA Christopher Valois, CFA Greater Boston Area Details
Christopher Valois, CFA's State Street Global Markets Experience August 2013 - Present
Job Securities Finance Analyst at State Street Global Markets
Industry Investment Management
Experience
State Street Global Markets   August 2013 - Present
University of Rhode Island  January 2011 - Present
Harvard University  July 2008 - Present
State Street Global Services  November 2011 - August 2013
State Street Global Services  September 2007 - November 2011
Citigroup Private Bank  February 2007 - September 2007
Bentley College  September 2005 - August 2006
Bentley College - Elkin B. McCallum Graduate School of Business   September 2005 - August 2006
RamFund - Student Managed Equity Fund - University of Rhode Island   June 2004 - December 2004

Skills
Analysis, Fixed Income, Equities, Analytics, VBA, Bloomberg, Financial Modeling, Valuation, Financial Analysis, Economics, Data Analysis, Investments, Microsoft Excel

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2005 — 2006
Master of Science, Finance

University of Rhode Island - College of Business Administration   2000 — 2005
Bachelor's, Finance

CFA Institute

CFA Institute

Greg Mullen Greg Mullen Greater Boston Area Details
Greg Mullen's State Street Global Markets Experience May 2011 - Present
Job
Industry Financial Services
Experience
State Street Global Markets   May 2011 - Present

Skills
Series 7, Series 63

Education
Northeastern University - Graduate School of Business Administration   2007 — 2011
MBA

Merrimack College   2002 — 2006
BS, Finance

Thayer Academy   1998 — 2002

Brian Frick Brian Frick Greater Boston Area Details
Brian Frick's State Street Global Markets Experience 2012 - September 2014
Job Project Manager at Liberty Mutual Investments
Industry Financial Services
Experience
Liberty Mutual Investments  September 2014 - Present
State Street Global Markets   2012 - September 2014
State Street Global Markets   2007 - 2012
Investors Bank & Trust  2004 - 2007
Accenture  1999 - 2001
Accenture  1997 - 1999

Skills
Business Requirements, Financial Services, Business Analysis, Project Management, Trading Systems, Requirements Gathering, SDLC, Vendor Management, Risk Management, PMO, Requirements Analysis, Software Project..., IT Strategy, Project Portfolio..., Banking, Project Delivery, Visio

Education
Loyola University New Orleans   1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance

Stephen Crowell Stephen Crowell Greater Boston Area Details
Stephen Crowell's State Street Global Markets Experience 2007 - Present
Job Vice President, Project Manager at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets   2007 - Present

Skills
Trading Systems, Equities, Electronic Trading

Education
Bridgewater State University

Coaching

Coaching

Jay Gadbaw, CAIA Jay Gadbaw, CAIA Greater Boston Area Details
Jay Gadbaw, CAIA's State Street Global Markets Experience August 2009 - August 2010
Job Vice President Alternative Funds, Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  February 2014 - Present
Brown Brothers Harriman  January 2012 - January 2014
Brown Brothers Harriman  October 2010 - December 2012
State Street Global Markets   August 2009 - August 2010
State Street Alternative Investment Solutions  April 2008 - February 2009
Investors Bank & Trust  August 2007 - March 2008
IBT  April 2006 - August 2007
Investors Bank & Trust  2003 - 2007
Investors Bank & Trust  April 2005 - April 2006
Investors Bank & Trust  December 2003 - April 2005

Skills
Financial Reporting, Financial Analysis, Trading, Alternative Investments, Accounting, Mutual Funds, Investments, Financial Services, Hedge Funds, Private Equity, Finance, Bonds, Fund Of Funds, Fund Accounting, Equities, Securities, Fixed Income, Derivatives

Education
Hamilton College   1998 — 2003
Bachelor of Science, Philosophy

The Williams School   1991 — 1998

Ester Schiano-Brown, MBA Ester Schiano-Brown, MBA Boston, Massachusetts Details
Ester Schiano-Brown, MBA's State Street Global Markets Experience August 2011 - May 2013
Job VPForeign Exchange Sales at State Street
Industry Financial Services
Experience
State Street  May 2013 - Present
State Street Global Markets   August 2011 - May 2013
First Republic Bank  June 2008 - August 2011
State Street  2007 - 2008
Investors Bank & Trust  October 2004 - July 2007

Skills
Mutual Funds, FX Options, Trading, Financial Markets, FX trading, Series 7, Currency, Emerging Markets, Bloomberg, Foreign Exchange, Hedging

Education
Boston University
Master of Business Administration (M.B.A.), Finance, General

Assumption College   1998 — 2002
Bachelors Degree, International Business

Caroline Shi Caroline Shi Greater Boston Area Details
Caroline Shi's State Street Global Markets Experience January 2002 - June 2006
Job Portfolio Manager at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management  July 2006 - Present
State Street Global Markets   January 2002 - June 2006

Skills
Bloomberg, Portfolio Optimization, Equities

Education
Boston College   2002 — 2004

Boston College - Wallace E. Carroll Graduate School of Management   2002 — 2003
MBA&MSF, Finance

Jenna Giannelli Jenna Giannelli Greater New York City Area Details
Jenna Giannelli's State Street Global Markets Experience August 2005 - July 2007
Job High Yield Analyst at Citi
Industry Investment Banking
Experience
Citi  August 2012 - Present
J.P. Morgan   April 2010 - August 2012
State Street Global Advisors  July 2007 - April 2010
State Street Global Markets   August 2005 - July 2007

Skills
High Yield, Fixed Income Research, Fixed Income, Bloomberg, Bonds, Fixed Income Analysis

Education
Boston College - Wallace E. Carroll Graduate School of Management   2006 — 2008
Master of Science, Finance

Boston University - School of Management   2002 — 2005
Bachelor of Science, Business

Richard N. Hart III Richard N. Hart III Andover, Massachusetts Details
Richard N. Hart III's State Street Global Markets Experience June 2006 - April 2009
Job Senior Vice President Head of Platform Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2010 - Present
Fidelity Investments  April 2009 - April 2010
State Street Global Markets   June 2006 - April 2009
JPMorgan Chase  September 2004 - June 2006
Penson Financial Services  February 1999 - August 2004
Berry, Dunn, McNeil & Parker   July 1998 - January 1999
SunGard Financial Systems  1996 - 1998
SunGard Financial Systems  1994 - 1996
State Street  1991 - 1994

Skills
FINRA Licences Series..., Strategy, Risk Management, Start-ups, Management, Leadership, Process Improvement, Outsourcing, Portfolio Management, Financial Services, Finance, Banking, Investments, Equities, Strategic Planning, Fixed Income, Securities, Hedge Funds, Trading, Investment Banking

Education
Babson College - Franklin W. Olin Graduate School of Business   1994 — 1998
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies

Merrimack College   1986 — 1991
Bachelor of Science(B.S.) - Business Administration, Finance and Financial Management Services

Boston College High School   1982 — 1986

Thomas J. DeNardo Thomas J. DeNardo Greater Boston Area Details
Thomas J. DeNardo's State Street Global Markets Experience August 2013 - Present
Job RFP Writer at State Street Global Markets
Industry Banking
Experience
State Street Global Markets   August 2013 - Present
State Street Corporation  August 2012 - August 2013
State Street Corporation  November 2006 - August 2012

Skills
RFP, Project Management, Business Development, Procurement, Securities Lending, Transition Management, Agency Brokerage, Foreign Exchange, Interim Management..., Currency Overlay, Bloomberg, Fixed Income, Mutual Funds, Fund Accounting

Education
Boston College
MA, Political Science

Middlebury College
BA, History

Eric Schult Eric Schult Greater Boston Area Details
Eric Schult's State Street Global Markets Experience 2000 - 2009
Job Director, Architecture at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments  August 2010 - Present
State Street Bank  2000 - August 2010
State Street Corporation / Global Link   2000 - August 2010
State Street Global Markets/E-Exchange   2000 - August 2010
Global Link   2000 - January 2009
State Street Global Markets   2000 - 2009
State Street  2003 - 2006
Bridge Information Systems  June 1998 - March 2000
Market Vision  June 1991 - June 1998

Skills
Software Development, SDLC, Quality Assurance, Market Data, Unix, Agile Methodologies, Enterprise Architecture, Business Analysis

Education
Gordon College   1986 — 1990
Bachelor of Science (BS)

Luke Tashie Luke Tashie New York, New York Details
Luke Tashie's State Street Global Markets Experience May 2003 - December 2003
Job Investment Analyst, generalist with a TMT focus
Industry Investment Management
Experience
Amici Capital   July 2015 - Present
Investment Management  September 2013 - December 2014
Capstone Equity Partners / Yoforia   May 2010 - June 2013
POS Nation  March 2009 - May 2010
Farallon Capital Management / Noonday Asset Management   April 2005 - March 2009
Wachovia Securities, Healthcare Investment Banking   December 2003 - March 2005
State Street Global Markets   May 2003 - December 2003

Skills
Financial Modeling, Investments, Mergers & Acquisitions, Finance, Equities, Valuation, Investment Banking, Portfolio Management, Financial Analysis, Due Diligence, Private Equity, Entrepreneurship, Management, Corporate Finance, Investment Management, Hedge Funds, Capital Markets, Strategy, Asset Management

Education
Columbia Business School   2013 — 2015
Master of Business Administration (MBA), Value Investing

Boston College - Wallace E. Carroll Graduate School of Management   2003 — 2003
MSF, Finance

University of Alabama   1999 — 2002
Bachelor's degree, Accounting

John Moore CFA, CMT John Moore CFA, CMT Greater Boston Area Details
John Moore CFA, CMT's State Street Global Markets Experience July 1997 - Present
Job Vice President Foreign Exchange Sales at State Street Global Markets
Industry Capital Markets
Experience
State Street Global Markets   July 1997 - Present
Thomson Financial Services  July 1993 - July 1997

Skills
Bloomberg, Financial Markets, Electronic Trading, Currency, Foreign Exchange, Emerging Markets, Quantitative Analytics, Relationship Management, FX Hedging, Asset Management, Capital Markets, Derivatives, Equities, FX trading, Hedge Funds, Portfolio Management, Trading, Trading Systems, Alternative Investments, FX Trading

Education
Harvard University   1989 — 1993
Bachelor of Arts (BA), Economics

Boston Latin School   1983 — 1989

Martin Buoniconti Martin Buoniconti Greater Boston Area Details
Martin Buoniconti's State Street Global Markets Experience January 2000 - January 2006
Job VP Trading Systems
Industry Investment Management
Experience
Wellington Management Company  January 2006 - Present
State Street Global Markets   January 2000 - January 2006
J.L. Kaplan, Ltd.   June 1999 - June 2000
Pinnacle Associates, Ltd.   May 1998 - June 1999
J.P. Morgan Investment Management   May 1996 - May 1998
Wall Street Access  December 1993 - May 1996
Aetna Life & Casualty  June 1991 - December 1993

Skills
Trading Systems, Bloomberg, Fixed Income, Electronic Trading, Hedge Funds, Equities, Derivatives, FX Options, Mutual Funds, Series 7, Financial Markets, Trading, Credit Derivatives, Market Data, Series 63

Education
Fordham Gabelli School of Business   1994 — 1998
MBA, Finance

Union College   1986 — 1990
BA, Economics

Shamieh Wall Shamieh Wall Greater Boston Area Details
Shamieh Wall's State Street Global Markets Experience April 2008 - January 2009
Job SharePoint Configuration and Implementation Specialist
Industry Financial Services
Experience
Liberty Mutual Insurance  October 2010 - October 2011
State Street  October 2009 - July 2010
State Street Global Markets   April 2008 - January 2009
State Street Global Markets   June 2007 - April 2008

Skills
SharePoint, User Acceptance Testing, Software Documentation, Business Analysis, Visio, Requirements Gathering, SDLC, Delivering Technical..., UAT coordination, Leadership, Business Requirements, Project Management, Strategy, Training, Quality Assurance, Management, Financial Services, Analysis

Education
Clark Atlanta University   2003 — 2007
BA

Jon Kaplan Jon Kaplan Greater Boston Area Details
Jon Kaplan's State Street Global Markets Experience 2008 - 2010
Job Director, Customer Success at Badgeville
Industry Information Technology and Services
Experience
Badgeville  October 2014 - Present
Badgeville  January 2014 - October 2014
Badgeville  April 2013 - October 2014
Autonomy, an HP company  2012 - 2013
Advent Software  2010 - 2012
State Street Global Markets   2008 - 2010
State Street Global Markets   2006 - 2008
State Street Corporation  2004 - 2006
E.S. Originals Branded Group/Roots Footwear   2002 - 2003
The Rockport Company  1999 - 2000

Skills
Account Management, Business Analysis, Customer Service, New Business Development, Problem Solving, Analysis, Microsoft Office, Team Building, Relationship Management, Project Planning, Technology Management, Manage Client..., Business Process..., Dispute Resolution, Logistics, Infrastructure..., Product Development, Software Implementation, Troubleshooting, Client Onboarding, Process Improvement, Cross-functional Team..., Management, Enterprise Software, Integration, Training, Business Strategy, Software Documentation, CRM, Strategy, Project Management, Operations Management, SaaS, Strategic Planning, Vendor Management, Product Management, Salesforce.com, Cloud Computing, Business Intelligence, Solution Selling

Education
Babson College - Franklin W. Olin Graduate School of Business   2011 — 2014
Master of Business Administration (M.B.A.), Magna Cum Laude

Wentworth Institute of Technology   1998 — 2002
Technology Management, Business, IT, Client Relationships

Anna Semakhin, CFA Anna Semakhin, CFA Greater Boston Area Details
Anna Semakhin, CFA's State Street Global Markets Experience May 2006 - August 2006
Job Senior Global Trader at Eaton Vance
Industry Financial Services
Experience
Eaton Vance  October 2013 - Present
Eaton Vance  February 2011 - October 2013
State Street  May 2009 - December 2010
Rabobank International  June 2008 - August 2008
Rabobank International  June 2007 - August 2007
State Street Global Markets   May 2006 - August 2006

Skills
Passed all 3 levels of..., Fixed Income, Capital Markets, Equities, FX Options, Options, Trading, Emerging Markets, Market Risk, Global Macro, Bloomberg, Derivatives, Portfolio Management, Asset Management, Investments, Financial Markets, Equity Research

Education
McGill University   2005 — 2008
Bachelor of Commerce (BCom), Jt Honors Economics and Finance, Math Minor

ESADE Business & Law School

Nancy Rego Nancy Rego Greater Boston Area Details
Nancy Rego's State Street Global Markets Experience Portfolio AcctState Street1996 - 1998
Job VP at State Street Global Markets
Industry Capital Markets
Experience
State Street Global Markets   Portfolio AcctState Street1996 - 1998

Education
Bryant University   1992 — 1996

Craig Emrick Craig Emrick Greater Boston Area Details
Craig Emrick's State Street Global Markets Experience 1995 - 2009
Job President/Founder Nautical Scout LLC
Industry Consumer Goods
Experience
Nautical Scout LLC   September 2014 - Present
PIER7mobile LLC   March 2012 - September 2014
gtgVentures, LLC   2009 - 2012
Alivia Capital LLC   2010 - 2011
State Street Global Markets   1995 - 2009
Lehman Brothers  1984 - 1995
Bank of Boston  1981 - 1984

Skills
Electronic Trading, Derivatives, Financial Services, Investment Banking, Risk Management, Trading, Management, Entrepreneurship, Start-ups, Portfolio Management, Fixed Income, Hedge Funds, Securities, Asset Managment, Strategy, Financial Analysis, Business Development, Asset Management

Education
CFA Charterholder   2000 — 2000

University of Pennsylvania - The Wharton School   2000 — 2000
Executive Education Program

Boston College   1977 — 1981
BS, Finance and Computer Science

Jennifer Santaguida Jennifer Santaguida Greater Boston Area Details
Jennifer Santaguida's State Street Global Markets Experience June 2007 - Present
Job VP at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets   June 2007 - Present
State Street  January 2001 - June 2007

Skills
Equities, Mutual Funds

Education
Assumption College   1992 — 1996
BA, Accounting

Elizabeth Kobrenski Elizabeth Kobrenski Greater Boston Area Details
Elizabeth Kobrenski's State Street Global Markets Experience OfficerState Street2005 - Present
Job Officer at State Street Global Markets
Industry Banking
Experience
State Street Global Markets   OfficerState Street2005 - Present
State Street Global Markets   2005 - 2008

Education
Boston University   2004 — 2007
BSBA, Finance

Boston University Questrom School of Business   2004 — 2007

Katharine Churchill Katharine Churchill Greater Boston Area Details
Katharine Churchill's State Street Global Markets Experience November 2006 - Present
Job Officer at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets   November 2006 - Present

Education
Dartmouth College   2002 — 2006
A.B., English

Kristin Zekis Kristin Zekis New York, New York Details
Kristin Zekis's State Street Global Markets Experience June 2007 - April 2011
Job VP FX Sales and Trading at BNP Paribas
Industry Financial Services
Experience
BNP Paribas  April 2011 - Present
State Street Global Markets   June 2007 - April 2011

Education
Bentley University   2003 — 2007

Maureen Nobile Maureen Nobile Greater New York City Area Details
Maureen Nobile's State Street Global Markets Experience October 2013 - December 2014
Job Financial Services Professional
Industry Investment Banking
Experience
State Street Global Markets   October 2013 - December 2014
State Street  November 2011 - April 2013
Alliance Bernstein  November 2010 - November 2011
BNY Mellon Capital Markets  May 2005 - October 2010
Landesbank Hessen Thuringen ("Helaba")   2003 - May 2005
Barclays Capital  2001 - 2003
Good Humor   1999 - 2001
Bryant University  1996 - 1999

Skills
Bloomberg, Project Management, Lotus Notes, OFAC, System Testing, Fixed Income, Risk Management, Series 7, Series 63, Investments, Equities, Asset Managment, Financial Analysis, Microsoft Excel, Securities, Hedge Funds, Banking, Customer Service, Database Administration, Derivatives, Disaster Recovery, Finance, Foreign Exchange, Futures, Access, Microsoft Word, PowerPoint, Policy Analysis, Workflow Management, Workflow Applications, Visio, Anti Money Laundering, Know Your Customer, Mutual Funds, Asset Management

Education
Bryant University   1996 — 1999
Bachelor of Science, Finance

John S. Burke   1995 — 1999
Regents Diploma

Jonathan Sliney Jonathan Sliney Greater Boston Area Details
Jonathan Sliney's State Street Global Markets Experience June 2005 - June 2006
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

Jacqueline (Dilley) Kepple Jacqueline (Dilley) Kepple Greater Boston Area Details
Jacqueline (Dilley) Kepple's State Street Global Markets Experience January 2008 - May 2009
Job Human Resources Generalist
Industry Human Resources
Experience
PerkinElmer  July 2013 - Present
State Street Global Advisors  January 2013 - July 2013
State Street Global Advisors  May 2011 - December 2012
State Street Global Advisors  May 2009 - May 2011
State Street Global Markets   January 2008 - May 2009
JetBlue Airways  May 2007 - January 2008
JetBlue Airways  August 2005 - July 2007
JetBlue Airways  January 2005 - August 2005
Massachusetts Institute of Technology  September 2003 - December 2004
Massachusetts Institute of Technology  September 2002 - September 2003

Skills
Training, Aviation, Process Improvement, PeopleSoft, Airlines, Workforce Planning, Airports, Team Building, Commercial Aviation, Employee Engagement, Employee Benefits, Reporting & Analysis

Education
Daniel Webster College
B.S., Aviation Management

Pomperaug High School

Petr Chovanec Petr Chovanec Greater Boston Area Details
Petr Chovanec's State Street Global Markets Experience April 2011 - January 2012
Job Vice President, Central Model Development (PPNR) at Citizens Bank
Industry Banking
Experience
Citizens Bank  September 2015 - Present
RBS Citizens  April 2014 - September 2015
State Street  October 2012 - April 2014
State Street Global Markets   April 2011 - January 2012
International Power America  September 2008 - April 2011
Suez LNG NA (GDF SUEZ, SA)   March 2007 - September 2008
Academy of Sciences of the Czech Republic  July 2005 - December 2006
CERGE-EI, Prague   2004 - 2005

Skills
Risk Management, Fixed Income, Portfolio Management, Due Diligence, Bloomberg, Financial Structuring, Investments, Valuation, Econometrics, Enterprise Risk..., VBA, Financial Modeling, Structured Finance, Data Analysis, Trading, Market Risk, Derivatives, Economics

Education
Harvard University
Master's Degree

Charles University in Prague

Kansas State University

Jeff Metivier Jeff Metivier Greater Boston Area Details
Jeff Metivier's State Street Global Markets Experience November 2013 - Present
Job AVP, RFP Production Team Manager at State Street Global Markets
Industry Staffing and Recruiting
Experience
State Street Global Markets   November 2013 - Present
Advantage Technical Resourcing  July 2009 - November 2013
Columbia Management  December 2006 - March 2009
Bank of America  2006 - March 2009
Sovereign Bank  2001 - 2006

Skills
Strategic Planning, Vendor Management, Account Management, Business Development, Recruiting, Program Management, Management, Project Management, Change Management, Leadership, Strategy, Training, CRM, Salesforce.com, Sales, Process Improvement, Technical Recruiting

Education
Ithaca College   1987 — 1992
BA, English

Jason Custodie Jason Custodie Boston, Massachusetts Details
Jason Custodie's State Street Global Markets Experience November 2011 - Present
Job Global Markets Business/Project Manager,VP
Industry Financial Services
Experience
STATE STREET GLOBAL MARKETS   November 2011 - Present
Pulse Trading  April 2002 - November 2011
State Street  November 1996 - April 2002
Fidelity Investments  September 1994 - November 1996

Skills
Series 7, Series 63, Series 55, FINRA, Securities, Electronic Trading, Trading, Trading Systems, Equities, Series 24, Investments, Options, Hedge Funds, Capital Markets, Derivatives, Alternative Investments, Fixed Income, Financial Markets, Asset Management, Middle Office

Education
Dean College

University of Nevada-Las Vegas

harwich

Moore-kesselly Tito Moore-kesselly Tito Providence, Rhode Island Area Details
Moore-kesselly Tito's State Street Global Markets Experience October 2005 - Present
Job Vice President at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets   October 2005 - Present
State Street Global Markets   2005 - Present

Skills
Bloomberg, Derivatives, Fixed Income, Portfolio Management, Mutual Funds, Securities, Financial Analysis, Hedge Funds, Equities, Alternative Investments

Education
D'Amore-McKim School of Business at Northeastern University

John Velis John Velis Boston, Massachusetts Details
John Velis's State Street Global Markets Experience July 2014 - Present
Job Multi Asset Strategy at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets   July 2014 - Present
Vanguard Asset Management   August 2013 - Present
Russell Investments  September 2006 - November 2012

Skills
Global Macro, Equities, Bloomberg, Portfolio Management, Financial Markets, Tactical Asset..., Investment Management, Capital Markets

Education
Indiana University - Kelley School of Business   1994 — 1998
Ph.D., Business Economics

University of Pennsylvania   1984 — 1988
BA, Economics

Marc Beran Marc Beran Greater Boston Area Details
Marc Beran's State Street Global Markets Experience November 2011 - Present
Job Managing Director
Industry Financial Services
Experience
State Street Global Markets   November 2011 - Present
Pulse Trading  November 2005 - November 2011
Piper Jaffray  January 2005 - October 2005
Fidelity Investments  January 1999 - January 2005
Fidelity Capital Markets  June 1994 - January 1999

Skills
Series 7, Series 63, Customer Service, series 55, Electronic Trading, Bloomberg, Equities, Trading, Trading Systems, Securities, Hedge Funds, Capital Markets, Series 24, Fidessa, Bloomberg Terminal, Institutional Sales

Education
Boston College   1989 — 1993
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Lawrence Academy   1985 — 1989

Tara Taylor Tara Taylor Greater Boston Area Details
Tara Taylor's State Street Global Markets Experience April 2013 - Present
Job Managing Director, Sales and Trading Business Management and Analysis at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets   April 2013 - Present
Suffolk University  2009 - Present
State Street Global Advisors  May 2011 - May 2013
State Street Global Advisors  June 2007 - August 2011
Brown Brothers Harriman  2004 - 2007
State Street Bank  March 1997 - August 2003

Skills
Process Improvement, Project Management, Product Management, Business Process..., FX Options, Financial Services, Strategic Planning, Change Management, Investments, Vendor Management, Start-ups, Management Consulting, Business Development, Risk Management, Management, Integration, Analysis, Business Analysis, Strategy, Program Management, Governance, Leadership, Trading, Auditing

Education
Boston University - School of Management
BSBA, operations management

Suffolk University - Sawyer Business School
MBA

Anna Bialkowska, MBA Anna Bialkowska, MBA Greater Boston Area Details
Anna Bialkowska, MBA's State Street Global Markets Experience August 2009 - Present
Job Portfolio Transition Manager at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets   August 2009 - Present
State Street Global Markets   September 2008 - July 2009
UniCredit Markets & Investment Banking  May 2007 - September 2007
Welser Profile AG   May 2003 - August 2005
Commerzbank AG  September 2002 - December 2002

Skills
Financial Analysis, Risk Management, International Sales, Project Management, Portfolio Management, Portfolio Optimization, Business Strategy, Data Analysis, Microsoft Excel, Bloomberg, PowerPoint

Education
Brandeis International Business School   2006 — 2008
MBA, International Finance and Business

   2003 — 2004
MA, International Trade

   1997 — 2001
MA, Banking and Insurance

Romulus Carbunari Romulus Carbunari Greater Boston Area Details
Romulus Carbunari's State Street Global Markets Experience August 2015 - Present
Job Implementation Consultant at Charles River Development
Industry Financial Services
Experience
State Street Global Markets   August 2015 - Present
Charles River Development  October 2013 - August 2015
State Street Global Advisors  April 2007 - October 2013
Fidelity Investments  August 2002 - April 2007

Skills
Trading, Portfolio Management, Options, Fixed Income, Equities, Securities, Technical Analysis, Currency, Foreign Exchange, Bloomberg, FX Options, Bloomberg Terminal, Derivatives, Mutual Funds, Hedge Funds, Financial Markets, Investments, ETFs, Asset Managment, Capital Markets, Trading Systems, Commodity, Asset Management

Education
Boston University - School of Management   2008 — 2011
Masters, Business Administration

Bentley University   1998 — 2002
Bachelor of Science, Finance

Boston College High School   1994 — 1998

Carolina Samudio-Ortega Carolina Samudio-Ortega Greater Boston Area Details
Carolina Samudio-Ortega's State Street Global Markets Experience January 2010 - March 2011
Job Coordinator of Marketing, Outreach and New Initiatives at NorthStar Asset Management, Inc.
Industry Investment Management
Experience
NorthStar Asset Management, Inc.   July 2013 - Present
State Street Global Advisors  May 2011 - Present
State Street Global Markets   January 2010 - March 2011
State Street Global Advisors  June 2007 - December 2009
State Street Corporation  2004 - 2007

Education
Suffolk University - Sawyer Business School   2005 — 2007

Buckingham Browne & Nichols   1996 — 1999

Isenberg School of Management, UMass Amherst

The Park School

Dale Haver Dale Haver Greater Los Angeles Area Details
Dale Haver's State Street Global Markets Experience October 2010 - Present
Job Head of West Coast FX Sales at State Street Global Markets
Industry Investment Management
Experience
State Street  March 2015 - Present
State Street Global Markets   October 2010 - Present
State Street Global Markets   2003 - Present
State Street Bank & Trust Company  2003 - Present
State Street Bank  2003 - Present
State Street  February 2006 - September 2010
SunTrust Bank  2000 - 2003
JPMorgan Chase  1995 - 2000

Skills
Fixed Income, Currency, Hedge Funds, Foreign Exchange, Investments, FX Options, Asset Management, Bloomberg, Derivatives, Capital Markets, Trading, Equities, Financial Markets, Options, Electronic Trading

Education
Emory University - Goizueta Business School   2001 — 2004
MBA

Duke University   1988 — 1992

Darren A. De Gennaro Darren A. De Gennaro Greater New York City Area Details
Darren A. De Gennaro's State Street Global Markets Experience January 2002 - August 2007
Job Head of Not for Profit Healthcare
Industry Banking
Experience
Scotia Capital  September 2007 - November 2011
State Street Global Markets   January 2002 - August 2007
ICI Mutual  August 1999 - December 2001

Skills
Portfolio Management, Credit Analysis, Bonds, Capital Markets, Due Diligence, Trading, Financial Structuring, Fixed Income, Structured Finance, Investments, Derivatives, Structured Products, Credit, Securities, Syndications

Education
University at Albany, SUNY   1996 — 1999
MBA, Finance

Bryant University   1992 — 1996
BSBA, Finance & Management (double)

Alexis Greiner Alexis Greiner Greater Boston Area Details
Alexis Greiner's State Street Global Markets Experience 2007 - May 2012
Job VP Enterprise Risk Management, Alternative Funds at State Street Bank
Industry Financial Services
Experience
State Street Bank  May 2012 - Present
State Street Global Markets   2007 - May 2012
Citigroup  2004 - 2007
Citibank Global Markets Ltd.   2004 - 2007
Morgan Stanley  2000 - 2004

Skills
Alternative Investments, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Securities, Investments, Investment Banking, Investment Management, Private Equity

Education
Colby College   1996 — 2000
BA, Economics

Kevin Crooks, CFA Kevin Crooks, CFA Greater Boston Area Details
Kevin Crooks, CFA's State Street Global Markets Experience 1986 - Present
Job Managing Director at State Street
Industry Financial Services
Experience
State Street Global Markets   1986 - Present
State Street Bank  September 1986 - September 2005

Skills
Fixed Income, Foreign Exchange, FX Options, Hedge Funds, Financial Risk, Proprietary Trading, Trading, Finance, Hedging, Asset Management, Bloomberg, Risk Management, Derivatives, Capital Markets, Financial Markets, Investment Banking, Equities, Securities

Education
Cornell University   1982 — 1986

Jeffrey Morrissey Jeffrey Morrissey Greater Boston Area Details
Jeffrey Morrissey's State Street Global Markets Experience September 2000 - July 2006
Job Lead Systems Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management  August 2013 - Present
State Street Global Advisors  January 2011 - August 2013
State Street Global Advisors  October 2008 - December 2010
State Street Global Advisors  July 2006 - October 2008
State Street Global Markets   September 2000 - July 2006
Fidelity Capital Markets  June 1998 - September 2000
Cambridge Soundworks  1994 - 1998

Skills
Fixed Income, Credit Derivatives, Interest Rate..., International Equities, Convertible Bonds, Convertible Arbitrage, Risk Management, Counterparty Risk, Commodities, Hedge Funds, Interest Rate Swaps, Equities, Alternative Investments, Securities Lending, SQL, Software Development, Software Design, Scalable Web..., Agile Methodologies, Derivatives, Quantitative Analytics, Valuation, Prime Brokerage, Commodity, Portfolio Management, Investments

Education
Brandeis International Business School   2005 — 2008
MsF, Finance - International Investments

University of Massachusetts Boston   1997 — 2001
BA, Computer Science

Kenneth Zhou Kenneth Zhou Boston, Massachusetts Details
Kenneth Zhou's State Street Global Markets Experience August 2011 - Present
Job Currency Management, Street Street Global Markets
Industry Financial Services
Experience
State Street Global Markets   August 2011 - Present
Chimera Securities  June 2008 - June 2010
Chimera Securities  June 2008 - June 2010
W.R.Hambrecht & Co.   October 2007 - April 2008
Raytheon Integrated Defense  June 2007 - September 2007

Skills
C++, Matlab, SQL, VBA, C#, ADO.NET, OLEDB, ADO/ADO.NET, Oracle SQL, Equities, Trading, Databases, Bloomberg, Currency Overlay, FX Hedging, Flow book arbitrage

Education
Brandeis University   2006 — 2008
Master, Finance

Cornell University   2000 — 2005
Bachelor, Electrical Engineering

Boston Latin School   1996 — 2000

Sean Burbank Sean Burbank Durham, North Carolina Details
Sean Burbank's State Street Global Markets Experience June 2008 - May 2009
Job
Industry Financial Services
Experience
Macquarie Capital  June 2015 - August 2015
Cambridge Associates  October 2010 - July 2014
State Street Global Markets   June 2008 - May 2009
Business Logic Consulting   June 2004 - August 2006

Education
Duke University - The Fuqua School of Business   2014 — 2016
Master of Business Administration (M.B.A.)

Bentley College - Elkin B. McCallum Graduate School of Business   2007 — 2008
Masters of Science, Finance

Bentley University   2003 — 2007
Bachelors, Economics-Finance

Bradley Zancanaro Bradley Zancanaro Greater Boston Area Details
Bradley Zancanaro's State Street Global Markets Experience December 2011 - August 2013
Job Equity Trader at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  September 2015 - Present
U.S. Trust   August 2013 - August 2015
State Street Global Markets   December 2011 - August 2013
Pulse Trading  December 2008 - November 2011
Essex Investment Management  September 2010 - December 2010
Knob Hill Partners   June 2010 - August 2010
Florida Everblades  2006 - 2008
RBS Greenwich Capital  June 2007 - August 2007

Skills
Bloomberg, Series 7, Series 63, Capital Markets, Equity Trading, Series 55, Series 3, Series 4

Education
Babson College - Franklin W. Olin Graduate School of Business   2009 — 2011
MBA, Investment Management

Boston University   2002 — 2006
BA, Business Management/Marketing

Colin Carey Colin Carey Greater Boston Area Details
Colin Carey's State Street Global Markets Experience September 2010 - December 2011
Job Structured Products at State Street
Industry Financial Services
Experience
State Street  December 2011 - Present
State Street Global Markets   September 2010 - December 2011
State Street Global Markets   October 2006 - September 2010

Skills
Leadership, Business Development, Investment Management, Product Management, Defined Contribution, Fixed Income, Manager Selection, 401k, Stable Value, Risk Analysis, Trading, Financial Risk, Capital, Basel III, Financial Modeling, Capital Markets, Cash Management

Education
University of Massachusetts Boston   2014 — 2015
Fellow, 2015 Emerging Leadership Program

Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2011
MBA, Corporate Finance

Boston College   2001 — 2005
Bachelor of Arts (B.A.), Economics

Boston College High School

David Flight, CFA David Flight, CFA Greater Boston Area Details
David Flight, CFA's State Street Global Markets Experience July 2013 - Present
Job FX Sales & Trading at State Street Global Markets
Industry Capital Markets
Experience
State Street Global Markets   July 2013 - Present
State Street Global Treasury Investment Management   August 2010 - July 2013
State Street Rotational Program   September 2009 - August 2010

Skills
Fixed Income, Bloomberg, Investments, Trading, Equities, Portfolio Management, Capital Markets, Financial Analysis, Financial Modeling, Asset Management

Education
Gordon College   2005 — 2009
Bachelor of Arts (B.A.), Economics & Finance

Craig Snell Craig Snell Greater Boston Area Details
Craig Snell's State Street Global Markets Experience April 2008 - Present
Job Product Manager at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets   April 2008 - Present
Investment Technology Group  April 2005 - April 2008

Education
Bentley University   1991 — 1995
Bachelors

Sam Singer, CFA, CPA Sam Singer, CFA, CPA Greater Boston Area Details
Sam Singer, CFA, CPA's State Street Global Markets Experience March 2006 - December 2006
Job Small Cap Equity Research Analyst at Granahan Investment Management
Industry Investment Management
Experience
Granahan Investment Management  June 2013 - Present
Mistral Capital Partners   January 2007 - December 2011
State Street Global Markets   March 2006 - December 2006
Lehman Brothers Asset Management  March 2005 - March 2006
Wellington Management  January 2001 - January 2005
Loomis, Sayles & Company L.P   January 1996 - January 2001
The Boston Company Asset Management  January 1993 - January 1996
Shawmut National Corporation  January 1989 - January 1993
Tofias   January 1987 - January 1989

Skills
Capital Structure, Fixed Income, Industry Analysis, Fundamental Research, High Yield, Credit, Equities, Valuation, Investments, Financial Modeling, Securities, Factset, Asset Management, Equity Research, Hedge Funds, Asset Allocation, Bonds, Competitive Analysis, Investment Management, Research

Education
Bentley College - Elkin B. McCallum Graduate School of Business
Masters Degree, Finance

Bentley University   1983 — 1987
Bachelor of Science Degree, Accounting

Kevin Weir Kevin Weir Greater Boston Area Details
Kevin Weir's State Street Global Markets Experience February 1997 - December 2008
Job Owner at KDW Consulting
Industry Financial Services
Experience
KDW Consulting   June 2013 - Present
Scotia Capital  December 2010 - January 2013
Thomson Reuters  November 2009 - December 2010
State Street Global Markets   February 1997 - December 2008
ABN-Amro  1994 - 1997
CIBC  May 1990 - December 1993
Lloyds Bank Group   1985 - 1990

Skills
Fixed Income, Equities, Alternative Investments, Bloomberg, Financial Markets, Capital Markets, Hedge Funds, Investment Management, Derivatives, Trading Systems, Electronic Trading, Currency, Mutual Funds, Investment Banking, Asset Management, Investments, Foreign Exchange, Financial Modeling, FX Options, Trading, Options, Emerging Markets, Securities, Relationship Management, Asset Allocation, Portfolio Management, Series 7, Investment Strategies, Financial Services, Structured Products, Bonds, Equity Research, Valuation, Series 63, FX trading, Swaps, Hedging, Equity Trading, Wealth Management, Private Equity, Commodity, Financial Risk, Investment Advisory, Market Data, Equity Derivatives, Interest Rate..., Bloomberg Terminal, ETFs, Risk Management, Technical Analysis

Education
Columbia College (NY)
Core Curriculum

The Johns Hopkins University
M.A., History

University of California, Riverside
B.A., History

Tanzina Zafar Tanzina Zafar Quincy, Massachusetts Details
Tanzina Zafar's State Street Global Markets Experience September 2011 - August 2013
Job Account Opening and Market Entrance Analyst at State Street Bank & Trust
Industry Financial Services
Experience
State Street  August 2013 - Present
State Street Global Markets   September 2011 - August 2013
The Bostonian Group  July 2010 - September 2011
The Bostonian Group  March 2009 - July 2010
JPMorgan Chase  October 2007 - April 2008

Skills
PowerPoint, Insurance, Risk Management, Human Resources, Project Management, Analysis, Investments, Customer Service, Strategic Planning, Microsoft Excel, Performance Management, Employee Benefits, Market Research, FX trading, Databases, Data Analysis, Bloomberg, SWIFT messaging, Procedure Development, Macro, Pivot Tables

Education
City University of New York-Baruch College - Zicklin School of Business   2004 — 2008
BBA, Finance and Investment, Minor in Anthropology

William J. Doran William J. Doran Greater Boston Area Details
William J. Doran's State Street Global Markets Experience January 2009 - February 2013
Job IT QA Analyst at State Street
Industry Financial Services
Experience
State Street Global Markets   January 2009 - February 2013
State Street Global Markets   January 2006 - January 2009
Fidelity Capital Markets  January 1998 - January 2006
Fidelity Capital Markets  January 1991 - January 1998
Fidelity Capital Markets  January 1990 - January 1991

Education
Assumption College

University of Massachusetts

Matt Bonina Matt Bonina Greater Boston Area Details
Matt Bonina's State Street Global Markets Experience January 2010 - Present
Job Assistant Vice President State Street
Industry Financial Services
Experience
State Street Global Markets   January 2010 - Present
Fidelity Investments  March 2002 - January 2010

Skills
Process Improvement, Training, Change Management, Testing, Management

Education
Framingham State University   1996 — 2000
BA, Business Administration

Milford High

Milford High

Peter Hecht Peter Hecht Greater Chicago Area Details
Peter Hecht's State Street Global Markets Experience 2003 - March 2005
Job Managing Director Senior Investment Strategist at Evanston Capital Management
Industry Investment Management
Experience
Evanston Capital Management   September 2013 - Present
Allstate Investments  2005 - August 2013
Harvard Business School  2000 - July 2005
State Street Global Markets   2003 - March 2005

Skills
Investments, Asset Management, Portfolio Management, Investment Strategies, Asset Allocation, Pension Funds, Hedge Funds, Foundations, Insurance, Overlays, Portfolio Assessment, Portfolio Optimization, Portfolio Performance..., Portfolio Construction, Manager Selection &..., Risk Assessment, Financial Risk

Education
University of Chicago Graduate School of Business   1995 — 2000
Doctor of Philosophy (PhD), MBA, Finance

Dartmouth College   1991 — 1995
BA, Engineering & Economics

Harvard Business School

Christina Senter Christina Senter Boston, Massachusetts Details
Christina Senter's State Street Global Markets Experience October 2014 - Present
Job Data Governance Program Manager at State Street Global Markets
Industry Banking
Experience
State Street Global Markets   October 2014 - Present
State Street Global Markets   July 2013 - October 2014
State Street Global Markets   May 2012 - July 2013
State Street Global Markets   March 2010 - May 2012
Peace Corps  June 2007 - July 2009
City of Torrance  February 2006 - June 2007
Applied Computer Solutions  December 2004 - February 2006
Cypress Point Insurance Services   December 2003 - September 2004

Skills
Policy Analysis, Data Analysis, Analysis, Research, International Relations, Public Speaking, Program Evaluation, Proposal Writing, Economics, Credit Analysis, Qualitative Research, Data Governance, Business Analysis, Quantitative Research, Project Management, Process Improvement, Data Mining, Data Intelligence, Presentations, Collaborative Problem..., Communication, Program Oversight, Cross-functional Team..., Solution Implementation, Quality Improvement, Risk Management, Risk Assessment, Interpreting Data, Customer Data..., Global Coordination, Global Strategy, Data Structures, Data Stewardship, Foreign Exchange, Securities Lending, FX Trading, Electronic Trading, Trading Systems, FX Derivatives, Regulatory Requirements, KYC, Dodd-Frank, Banking, Financial Regulation, Business Intelligence, Fundraising

Education
Boston College - Carroll School of Management   2013 — 2017
Master of Business Administration (MBA) & Master of Finance (MSF)

California State University-Long Beach - College of Business Administration   2004 — 2007
BS, Double Major: Accounting & Financial Management

Matthew Whittier Matthew Whittier Greater Boston Area Details
Matthew Whittier's State Street Global Markets Experience March 2004 - May 2006
Job
Industry Investment Management
Experience
Wellington Management Company  May 2006 - Present
State Street Global Markets   March 2004 - May 2006
State Street Corporation  November 2001 - March 2004

Skills
Fixed Income, Bloomberg, Trading, Foreign Exchange, Customer Service, Oasys, Hedge Funds, Investments, Mutual Funds, Derivatives, Bonds, Asset Managment, Investment Management

Education
D'Amore-McKim School of Business at Northeastern University   2004 — 2008
MBA, Investments

Babson College   1997 — 2001
Bachelor of Science, Business Administration; Entrepreneurial Studies

Brian Moniz Brian Moniz Greater Boston Area Details
Brian Moniz's State Street Global Markets Experience November 2006 - Present
Job Vice President at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets   November 2006 - Present
State Street Global Advisors  December 1997 - December 2006
State Street Securities Finance  January 1995 - November 1997

Skills
Bloomberg, Performance Attribution, Portfolio Management, Middle Office, Fund Accounting, Equities, Derivatives, Asset Managment, Corporate Actions, Investment Strategies, Currency, Series 7, ETFs, Investment Management, Securities Lending

Education
Babson College   1989 — 1993
BS, Accounting, Finance

Suffolk University - Sawyer Business School   1999 — 2003
MBA, Finance

William Keim, CFA, FRM William Keim, CFA, FRM Greater Boston Area Details
William Keim, CFA, FRM's State Street Global Markets Experience 1998 - 2007
Job Enterprise Risk Officer responsible for several risk projects for an enterprisewide risk management system
Industry Financial Services
Experience
BNY Mellon  March 2011 - Present
State Street Associates  2008 - 2010
State Street Global Markets   1998 - 2007
Hong Kong Shanghai Bank Securities Inc.   1996 - 1998
Salomon Brothers  1993 - 1996
General Electric  1979 - 1993

Skills
CFA, FRM, Fixed Income, Valuation, Credit, Economics, Quantitative Analysis, Basel, Dodd-Frank

Education
Boston University   1987 — 1990
M.B.A., Business

Massachusetts Institute of Technology   1981 — 1983
Master of Science, Mechanical Engineering

University of Massachusetts Dartmouth   1976 — 1979
Bachelor of Science, Mechanical Engineering

David Kenny David Kenny Greater Boston Area Details
David Kenny's State Street Global Markets Experience June 2012 - Present
Job Global Head of Operational Risk at State Street Global Markets and State Street Global Exchange
Industry Financial Services
Experience
State Street Global Markets   June 2012 - Present
State Street Global Markets   October 2011 - June 2012
State Street  June 2004 - September 2011
State Street Investment Manager Solutions  September 2001 - June 2004
Schroders  January 1998 - September 2001
NatWest Bank  1995 - 1998

Skills
Operational Risk, Basel II, Asset Management, Risk Management, Compliance, Enterprise Risk..., Equity Trading, Securities Lending, FX trading, Stress Testing, Scenario Analysis, Reporting & Analysis, Securities, Financial Risk, Operational Risk..., Governance

Education
Griffith College Dublin   1992 — 1996
Fellow of the Chartered Association of Certified Accountants (FCCA), Accountancy

Ryan O'Flanagan, CFA Ryan O'Flanagan, CFA Toronto, Canada Area Details
Ryan O'Flanagan, CFA's State Street Global Markets Experience July 2006 - November 2009
Job Institutional Equity Trader
Industry Capital Markets
Experience
Cormark Securities  November 2009 - Present
State Street Global Markets   July 2006 - November 2009

Education
Colby College

Gordon S. Brown Gordon S. Brown Toronto, Canada Area Details
Gordon S. Brown's State Street Global Markets Experience 2011 - Present
Job Vice President, Institutional Equity Sales Trader at State Street Global Markets
Industry Banking
Experience
State Street Global Markets   2011 - Present
Bank of America  2002 - 2010

Skills
Equities, Electronic Trading, Alternative Investments, Investments, Equity Trading, Trading, Mutual Funds, Valuation, Asset Allocation, Hedge Funds, Series 7, Fixed Income, Investment Strategies, Bloomberg, FINRA, Capital Markets, Hedging, Series 63, Investment Banking, Derivatives, Risk Management, Bonds, Financial Markets, Equity Research, Proprietary Trading, Financial Analysis, Trading Systems, Securities, ETFs, Portfolio Management, FX Options, Asset Managment, Wealth Management, Options, Financial Modeling

Education
Carleton University
Bachelor of Arts, Economics

Carleton University
Bachelor of Arts, Political Science

Sonja Kivi Sonja Kivi Toronto, Canada Area Details
Sonja Kivi's State Street Global Markets Experience March 2008 - September 2010
Job Vice President at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets  May 2014 - Present
BMO Financial Group  September 2010 - May 2014
State Street Global Markets   March 2008 - September 2010
State Street Global Markets   March 2006 - March 2008
State Street Global Markets   January 2004 - March 2006
State Street  November 1998 - January 2004

Skills
Securities, Mutual Funds, Equity Trading, Asset Allocation, Equities, Risk Management, Securities Lending, FX Options, Fixed Income, Electronic Trading, Portfolio Management

Education
Lakehead University   1995 — 1998
BSc

Vincent Starck Vincent Starck Greater Boston Area Details
Vincent Starck's State Street Global Markets Experience October 2006 - Present
Job Managing Director at State Street
Industry Financial Services
Experience
State Street Global Markets   October 2006 - Present
State Street Bank  1999 - Present
State Street Global Markets   February 2004 - October 2006
State Street Global Markets   March 2002 - January 2004

Skills
Counterparty Risk..., Foreign Exchange..., Commercial Lending, Credit Analysis, Client Acquisition, Project Execution, Project Coordination, Credit Risk, Capital Markets, Derivatives, Hedge Funds, Credit, Financial Markets, Risk Management, Risk, Banking, Counterparty Risk, Financial Risk, Equities, Bloomberg, Trading Systems, Financial Services

Education
Boston College - Wallace E. Carroll Graduate School of Management   1994 — 1995
Master of Business Administration, Finance

EDHEC   1986 — 1989
Master in Business, Marketing

Adam Chrissis Adam Chrissis Boston, Massachusetts Details
Adam Chrissis's State Street Global Markets Experience July 2012 - June 2014
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

Susan Mullen Susan Mullen Quincy, Massachusetts Details
Susan Mullen's State Street Global Markets Experience April 2013 - Present
Job Consultant at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets   April 2013 - Present
Fidelity Investments  January 2008 - February 2012
National Financial, a Fidelity Investments Company  March 2001 - January 2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES  June 1993 - March 2001
FIDELITY BROKERAGE Brokerage Trader   February 1992 - June 1993

Skills
Series 7 and 63 Licenses

Education
Aquinas College

Quincy College

Ramanand Kushangi Ramanand Kushangi Boston, Massachusetts Details
Ramanand Kushangi's State Street Global Markets Experience December 2012 - Present
Job Sr ETL Developer at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets   December 2012 - Present
UBS Investment Bank  January 2009 - November 2012
Lehman Brothers  August 2008 - January 2009
UBS Investment Bank  July 2007 - July 2008
RBS  2006 - 2007
Xsillica   May 2005 - August 2006

Skills
Informatica, Oracle PL/SQL..., Unix Shell Scripting, Autosys, Release Management, Release Engineering, Data Warehousing, SDLC, ETL, Tortoise SVN, Regression Testing, 24x7 Production Support, SQL, Databases, Oracle, Data Integration, Shell Scripting, PL/SQL, Oracle SQL Developer

Education
Dublin Institute of Technology   2003 — 2004
Master's degree, International Business, A Grade

Osmania University   1997 — 2001
Bachelor's in Engineering

William Andrade William Andrade Andover, Massachusetts Details
William Andrade's State Street Global Markets Experience March 2001 - Present
Job Global Head of Client Reporting Portfolio Solutions at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets   March 2001 - Present
Strategic Investment Solutions  2000 - 2001
NEPC  1998 - 2000

Skills
Mutual Funds, Equities, Fixed Income, Financial Services, Investments, Portfolio Management, Bloomberg, Financial Analysis, Derivatives, Banking, Asset Management, Securities, Risk Management, Business Analysis, Relationship Management, Financial Modeling, Microsoft Excel, Capital Markets, Finance

Education
Bridgewater State University   1995 — 1998
Bachelor of Science (BS), Finance, General

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