State Street Global Markets
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State Street Global Markets Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
State Street Global Advisors February 2014 - Present
State Street Global Advisors June 2011 - February 2014
State Street Global Markets November 2010 - June 2011
State Street Global Markets February 2008 - October 2010
FM Global May 2005 - February 2008
Northeastern University's International Student & Scholar Institute (ISSI) September 2003 - April 2006
EMC Corporation June 2004 - August 2004
Tata Consultancy Services December 2002 - May 2003
Skills
Business Analysis, Project Management, SDLC, Requirements Analysis, Analysis, Project Planning, Agile Methodologies, Software Project..., Business Requirements, Requirements Gathering, Leadership, Vendor Management, PMO, Visio, IT Strategy, ERP, Project Portfolio..., Agile Project Management, Management, Systems Analysis, Project Coordination, Project Delivery, Business Process, MS Project, Project Implementation, Project Execution, Process Improvement, Program Management, SharePoint, Team Leadership, Cross-functional Team..., FX, Offshore Project..., Relationship Management, Portfolio Management, Meeting Facilitation, Continuous Improvement, Continuous Integration, Agile Leadership, Agile Adoption
Education
Northeastern University 2003 — 2006
MS
Maharshi Dayanand University 1999 — 2003
B.Tech
Birla Vidya Niketan 1996 — 1998
High School
State Street Global 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
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
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
State Street Global Markets 2007 - Present
Skills
Trading Systems, Equities, Electronic Trading
Education
Bridgewater State University
Coaching
Coaching
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
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
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
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
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
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
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)
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
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
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
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
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
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
State Street Global Markets Portfolio AcctState Street1996 - 1998
Education
Bryant University 1992 — 1996
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
State Street Global Markets June 2007 - Present
State Street January 2001 - June 2007
Skills
Equities, Mutual Funds
Education
Assumption College 1992 — 1996
BA, Accounting
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
State Street Global Markets November 2006 - Present
Education
Dartmouth College 2002 — 2006
A.B., English
BNP Paribas April 2011 - Present
State Street Global Markets June 2007 - April 2011
Education
Bentley University 2003 — 2007
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
State Street Global Markets April 2008 - Present
Investment Technology Group April 2005 - April 2008
Education
Bentley University 1991 — 1995
Bachelors
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
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
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
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
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
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
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
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
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
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
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
Cormark Securities November 2009 - Present
State Street Global Markets July 2006 - November 2009
Education
Colby College
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
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
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
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
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
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
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