State Street Global Markets
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State Street Global Markets Employees
BNY Mellon May 2013 - Present
Bonds.com February 2013 - April 2013
State Street Global Markets June 2009 - April 2011
Tullett Prebon August 2006 - December 2007
eSpeed, Cantor Fitzgerald & Co., August 2003 - August 2006
Morgan Stanley September 1989 - August 2003
Skills
Client Acquisition, Cross Selling, Team..., Strategic Consulting, Contract Negotiation, Collaborative Practice, Relationship Cultivation, Vendor Relations &..., Customer Acquisition, CRM, Fixed Income, Derivatives, Equities, Trading, Hedge Funds, Financial Markets, Securities, Investments, Mergers & Acquisitions, Mutual Funds, Electronic Trading, Market Data, Asset Management, Investment Banking, Capital Markets, Trading Systems, Financial Services, E-commerce
Education
Saint Joseph's College
Bachelor of Arts, Political Science
State Street Global Markets October 2014 - Present
FTN Consulting January 2012 - Present
State Street Global Advisors May 2007 - November 2011
T. Rowe Price October 2002 - May 2007
INVESCO February 1999 - October 2002
Federal Reserve Bank March 1998 - April 1999
Kirkpatrick Pettis June 1997 - January 1998
Bank of America November 1994 - May 1997
Aegon September 1991 - October 1994
Skills
Asset Management, Series 7, Series 63, Mutual Funds, Strategic Planning, Consultative Selling, Bonds, Investments, Account Management, Professional Coaching, Energy Leadership Index..., Relationship Management, Fixed Income, Coaching, Equities, Asset Allocation, Alternative Investments, Leadership, Investment Strategies, Portfolio Management, Hedge Funds, Securities, Financial Services, Investment Advisory, Bloomberg, Selling
Education
Loyola College in Maryland 1993 — 1995
Business Administration and Management, General
The University of Texas at San Antonio 1988 — 1991
Bachelor of Business Administration, Business Management
St. Mary's College of Maryland 1987 — 1988
Liberal Arts and Sciences/Liberal Studies
State Street Global Markets July 2015 - Present
IFC - International Finance Corporation June 2014 - August 2014
HSBC September 2012 - July 2013
HSBC April 2012 - September 2012
HSBC December 2009 - April 2012
Skills
International Trade, Business Strategy, Relationship Management, Risk Management, Strategy, Corporate Finance, Investments, Finance, Portfolio Management, Banking, Credit, Trade Finance, Financial Modeling, Financial Services, Valuation, Financial Analysis, Strategic Financial..., Credit Risk, Commercial Banking, Business Development, MIS, Credit Analysis
Education
Tufts University - The Fletcher School of Law and Diplomacy 2013 — 2015
Master of International Business, Finance and Economics
Institute of Business Administration, University of Dhaka, Bangladesh 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Woodstock International School, Mussoorie, India 1998 — 2005
High School
State Street Global Markets May 2013 - Present
State Street February 2011 - May 2013
Eagle Asset Management August 2007 - December 2010
Skills
Investments, Equities, Financial Statement..., Cash Management, Financial Modeling, Financial Analysis, Securities, Asset Managment
Education
University of Florida - Warrington College Of Business 2011 — 2012
Masters, Business Administration
University of South Florida-St. Petersburg 2007 — 2010
Bachelor of Science, Economics, International Business (minor)
wolfson high
SuccessFactors/SAP October 2014 - Present
State Street Global Services November 2012 - February 2014
State Street Global Markets 2007 - 2012
Wedbush Morgan 2005 - 2007
Piper Jaffray 1997 - 2005
Skills
Bloomberg, Trading, Equity Research, Fixed Income, Series 7, Trading Systems, Mutual Funds, Electronic Trading, Equities, Alternative Investments, Risk Management, FX Options, Hedge Funds, Strategy, Asset Allocation, Sales, Capital Markets, Financial Markets, Portfolio Management, Series 63, Investment Management, Investments, Securities, Derivatives, Financial Modeling, Investment Strategies, Investment Banking, Relationship Management, FINRA, Financial Services, Valuation, Bonds
Education
Salisbury School
University of Colorado at Boulder
Business/French
Western Asset Management June 2015 - Present
Thomson Reuters Financial & Risk October 2013 - May 2014
Thomson Reuters Financial & Risk January 2012 - October 2013
Thomson Reuters Financial & Risk January 2011 - January 2012
Trinity College - Hartford September 2009 - December 2009
State Street Global Markets June 2009 - August 2009
Putnam Investments June 2007 - August 2007
Gottex Fund Management June 2005 - August 2005
Skills
Economics, Bloomberg Terminal, Fixed Income Analysis, Microsoft Excel, Financial Economics, Salesforce.com, Credit Derivatives, Econometric Modeling, Financial Statements, Sales Presentations, Mortgage Banking, Exotic Derivatives, Interest Rate Swaps, Reuters 3000, Fixed Income Technology, Problem Solving, Financial Markets, Java, Financial Calculations, Neuroscience, Statistical Software, Valuation, Trading, Portfolio Performance...
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Trinity College, Hartford CT 2006 — 2010
Bachelor of Arts, Economics
Duff & Phelps July 2015 - Present
State Street June 2014 - Present
Santa Clara University March 2014 - Present
Independent Strategic Research October 2013 - December 2013
Plantronics June 2013 - August 2013
State Street Global Markets June 2012 - August 2012
City of Palo Alto June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Social Media, Public Speaking, Customer Service, Event Planning, Facebook, Leadership, Research, Social Networking, Time Management, Spanish, Economics, Management
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Finance and Economics
Santa Clara University - Leavey School of Business 2011 — 2015
Foundation for International Education 2013 — 2013
Brown Brothers Harriman January 2013 - Present
State Street Global Markets October 2007 - January 2013
State Street Global Markets June 2007 - October 2007
Skills
Bloomberg, Equities, Derivatives, Capital Markets, Mutual Funds, Portfolio Management, Financial Modeling, Fixed Income, Securities, Currency, Foreign Exchange, Hedging, Trading
Education
University of Connecticut
State Street Global Markets January 2014 - Present
State Street Global Markets September 2007 - January 2014
State Street Global Advisors December 2006 - September 2007
State Street Global Advisors December 2003 - December 2006
State Street Global Advisors August 2001 - December 2003
State Street Bank December 1999 - August 2001
Skills
Bloomberg, Operations Management, Internal Controls, Operational Risk..., Operational Support, Equities, Derivative Operations, Middle Office, Corporate Actions, Mutual Funds, Trading, Financial Risk
Education
Saint Anselm College 1996 — 1999
B.A, Politics
Boston College High School
Wells Fargo Bank N.A. December 2014 - Present
Wells Fargo Bank N.A. October 2012 - December 2014
BJC HealthCare February 2005 - October 2012
State Street Global Markets June 2004 - August 2004
Bank One (now part of JP Morgan Chase) 1999 - 2000
ANZ 1998 - 1999
Skills
Financial Analysis, Financial Modeling, VBA, SQL, Portfolio Management, SAS, Business Analysis, Crystal Reports, Quantitative Analytics, Visual Studio, Market Research, Tableau, SSRS, SSIS, Bloomberg Terminal, Counterparty Risk
Education
University of Missouri-Saint Louis 2000 — 2004
Master
University of International Business and Economics
Bachelor's degree
Income Research + Management June 2009 - Present
State Street Global Markets October 1993 - May 2009
Skills
Fixed Income, Bloomberg, Asset Managment, Hedge Funds, Equities, Investments, Asset Management, Bonds, Trading Systems, Electronic Trading, FX Options, Derivatives, Asset Allocation, Investment Management, Trading, Alternative Investments, Mutual Funds, Securities, Investment Strategies, Capital Markets, Series 63, VBA, Equity Trading, Programming, Portfolio Management
Education
Providence College 1988 — 1992
BS, Business Administration/Business Law
State Street April 2013 - Present
State Street February 2011 - April 2013
State Street Global Markets January 2010 - January 2011
United Nations October 2009 - January 2010
Deutsche Bank May 2008 - August 2008
Bare Escentuals October 2006 - May 2008
State Street Global Markets May 2007 - August 2007
Skills
Mutual Funds, Microsoft Excel, Management, Trading, Credit Analysis, Financial Analysis, Investments, Budgets, Fixed Income, Bloomberg, Financial Modeling, Business Analysis, Access, Cash Management, FX Options
Education
Spelman College 2005 — 2009
BA Hons., Economics
State Street Bank Global Markets July 2014 - Present
State Street Bank Global Markets January 2014 - July 2014
State Street Global Markets July 2013 - January 2014
HSBC Global Banking and Markets June 2012 - August 2012
University of Oxford, Pembroke College September 2011 - June 2012
Fortune Link Co., Danfeng Fund June 2011 - August 2011
ku6.com June 2010 - July 2010
Skills
Flower-arranging, Visual Basic, PowerPoint, Chinese, Chinese culture, Market Research, Stata, Bloomberg, Due Diligence, VBA, Investments
Education
Tufts University 2009 — 2013
Bachelor of Science, Quantitative Economics and Mathematics, 3.8
University of Oxford 2011 — 2012
Bachelor of Science (BS), Quantitative Economics and Mathematics
Beijing No.101 Middle School 2003 — 2009
Rapid7 November 2014 - Present
Book&Table, Inc. March 2014 - October 2014
QuickMobile App Developer Hackathon 2014 - 2014
State Street Global Markets December 2007 - December 2009
State Street Corporation October 2006 - November 2007
Gap Inc. July 2003 - March 2005
Skills
User Experience, Interaction Design, Web Design, User Interface, Illustrator, InDesign, Wireframes, Problem Solving, Design Strategy, Information Architecture, Visual Design, Concept Development, Responsive Design, Prototype, Design Thinking, Process Flow, Mobile Design, HTML, CSS, Site Maps, Balsamiq, Team-oriented, Photoshop, Logo Design, Typography, Layout, Highly Detailed, Organization &..., HTML 5, CSS3, jQuery, WordPress, Dreamweaver, After Effects, Microsoft Office, Motion Graphics
Education
The New England School of Art & Design Suffolk University 2011 — 2013
Master of Arts (MA), Graphic Design
University of Massachusetts Boston 2002 — 2006
Bachelor of Science (BS), Management; Management Science and Information System
State Street Global Markets January 2013 - Present
State Street Global Markets June 2011 - January 2012
State Street June 2009 - May 2010
Skills
Accounting, Financial Analysis, Bloomberg, Analysis, Financial Modeling, Investments, Portfolio Management, FX trading, FX Hedging, Operational Risk..., Fund Accounting, Microsoft Excel, Access, Microsoft Word, Microsoft Office, Account Reconciliation, PowerPoint, Financial Reporting, Outlook, Financial Statements, FX Options, Banking
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (BBA), Finance and Entrepreneurship
Xaverian Brothers High School 2003 — 2007
High School Diploma, College Preperatory Curriculum
State Street Global Markets June 2015 - Present
Cranfield Partners Limited May 2014 - June 2014
Credit Suisse - London, UK September 2007 - May 2011
GE Capital 2004 - 2007
Oracle Corporation 2002 - 2004
Toyota Motor Sales, USA 2001 - 2002
Andersen February 1999 - June 2001
Arden Realty, Inc. 1998 - 1999
Skills
Financial Reporting, Financial Analysis, Internal Controls, Strategic Financial..., Sarbanes-Oxley Act, Financial Audits, Internal Audit, Variance Analysis, Finance, Process Improvement, US GAAP, Analysis, Budgets, Business Process, Financial Planning, Financial Services
Education
University of Southern California 1992 — 1996
BA, Accounting
Local Initiatives Support Corporation (LISC) May 2014 - Present
Bao Viet Securities Company April 2012 - June 2013
T.I.M. Investment and Management Consulting JSC February 2012 - April 2012
Analysis Group, Inc. August 2007 - June 2011
State Street Global Markets May 2006 - August 2006
Skills
Quantitative Analysis, Research, Financial Modeling, Econometrics, SAS, Stata, Excel, PowerPoint, Word, Bloomberg, Capital IQ, Quantitative Analytics
Education
Tufts University 2003 — 2007
B.A., Quantitative Economics
Milton Academy 1999 — 2003
State Street Global Markets February 2008 - Present
Brown Brothers Harriman 1997 - 2007
Brown Brothers Harriman 1900 - 2000
Education
Suffolk University Law School 1999 — 2003
Merrill Lynch June 2014 - June 2015
State Street Global Markets January 2013 - June 2013
The Boston Consulting Group January 2012 - June 2012
Brown Brothers Harriman January 2011 - June 2011
Skills
Risk Management, PowerPoint, Microsoft Excel, Foreign Currency..., Access, Finance, Management, Bloomberg Terminal, Bloomberg
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Business Administration - Finance & Management
BNY Mellon June 2014 - Present
State Street Global Markets April 2013 - April 2014
John Hancock Life Insurance Company (U.S.A.) May 2012 - April 2013
Bank of America June 2006 - May 2012
Bank of America June 2006 - May 2012
Bank of America June 2006 - May 2012
JPMorgan Chase September 2005 - June 2006
Skills
Bloomberg, Derivatives, Fixed Income, Mutual Funds, Fund Accounting, Settlement, Investments, Asset Managment, Trading, Financial Analysis, Back Office, Swaps, Bonds, Asset Allocation, Bloomberg Terminal, Account Reconciliation
Education
University of Massachusetts, Amherst 1994 — 1999
Bachelor of Science (BS), Hospitality Administration/Management
State Street Global Markets November 2011 - Present
Eaton Vance April 2008 - November 2011
Eaton Vance December 2006 - April 2008
Eaton Vance July 2004 - December 2006
Eaton Vance September 2002 - July 2004
GWK, Bank of New York August 2001 - September 2002
Skills
Team Leadership, Financial Analysis, IT Project & Program..., Resource Management, Strategic Communications, Order Management Systems, Agile Methodologies, Agile Project Management, Foriegn Exchange, CRM Integration, Customer Segmentation..., Qualitative and..., Statistical Data..., Capital Markets, FX Options
Education
Suffolk University
Master's degree, Finance
University of New Hampshire
Bachelor of Business Administration (BBA)
Northeastern University's Alternative Investment Summit 2011 - May 2015
Credit Suisse July 2014 - December 2014
Wellington Management June 2013 - February 2014
State Street Global Markets July 2012 - March 2013
Northeastern University Entrepreneurs Club September 2011 - October 2012
Skills
Bloomberg, Finance, Microsoft Excel, Bloomberg Terminal, Entrepreneurship, Financial Analysis, PowerPoint, Investments, Valuation, Foreign Currency, Non-profit Leadership, Funding, Microsoft Word, Equities, Market Research, Trading, 401k, Alternative Investments, Equity Trading, Fixed Income, Microsoft Office, Financial Reporting, Outlook, Delivering on time, Time Management
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2015
Finance and Accounting, 4th year
Northeastern University
State Street Global Markets June 2010 - Present
Advogent (Formerly a division of Cardinal Health) February 2004 - April 2010
Healthways Communications June 2002 - February 2004
The Campus Center Hotel at The University of Massachusetts, Amherst January 2000 - January 2002
Skills
Research, Customer Service, Travel Arrangements, Logistics, Event Planning, Event Management, Microsoft Office, Outlook
Education
University of Massachusetts, Amherst 1998 — 2002
BS, Hotel, Restaurant and Travel Administration
State Street Global Markets November 2008 - January 2013
State Street January 2008 - July 2008
National Grid August 2007 - December 2007
KeySpan May 2006 - June 2007
Skills
Financial Analysis, Relationship Management, Capital Markets, New Product..., Client Presentation, Operational Systems, Series 7, Series 63
Education
St. Francis College 2004 — 2007
BS
Univerzitet u Beogradu 1999 — 2003
BA
Fidelity Investments August 2014 - Present
Natixis Global Asset Management 2012 - 2014
State Street Global Markets 2006 - 2012
Skills
Equities, Bloomberg, Financial Modeling, Equity Research, Financial Markets, Asset Allocation, Hedge Funds, Portfolio Management, Investments, Capital Markets, Alternative Investments, Investment Strategies, Research, Quantitative Analytics, Asset Management, VBA, Series 7, Quantitative Finance, Macroeconomics, Economics, Microsoft Excel, Bonds, Financial Analysis, Technical Analysis, Equity Valuation, Mutual Funds, Competitive Analysis, Equity Derivatives, Risk Management, Emerging Markets, Excel, Asset Managment, Commodity, Investment Management, Securities, Strategy, Bloomberg Terminal, Industry Analysis, Commodities, Quantitative Analysis, Risk Budgeting, R
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
M.B.A., Quantitative Finance, Accounting, Information Systems
Tufts University 1994 — 1998
B.A., Economics
Fidelity Capital Markets August 2013 - Present
State Street Global Markets May 2011 - August 2013
State Street June 2010 - May 2011
State Street December 2008 - June 2010
Education
University of Massachusetts, Amherst 2004 — 2008
Credit Suisse January 2014 - Present
State Street Global Markets January 2013 - July 2013
Northeastern University October 2012 - January 2013
MFS Investment Management January 2012 - June 2012
Skills
HOLT Lens, Investment Strategies, Backtesting, Bloomberg, Statistics, Microsoft Excel, Equity Research, Datastream, Macroeconomics, Asset Allocation, Financial Modeling, Factset, ClariFI, Quantitative Research
Education
Northeastern University
Bachelor of Science (BSc), Finance, minor in Economics, GPA: 3.97
State Street January 2015 - Present
Santander Bank, N.A. August 2013 - January 2015
Citizens Bank February 2010 - July 2013
State Street Global Markets January 2007 - December 2008
Citizens Bank January 2002 - April 2005
BizownerHQ.com September 2000 - October 2001
Skills
Series 7, Spanish, Bloomberg, Bonds, Series 63, Credit, Mortgage Lending, Banking, Securities, Fixed Income, Equities, Investments, Asset Allocation, Financial Analysis, Relationship Management, Competitive Analysis, Finance, Corporate Finance, Retail Banking, Private Banking, Loans, Commercial Banking, Insurance
Education
Suffolk University - Sawyer Business School 2005 — 2006
MBA, Finance
University of Massachusetts Lowell 1997 — 2001
BSBA, Corporate Finance/Marketing
SPDR Exchange Traded Funds (ETFs) September 2012 - Present
State Street Global Markets August 2011 - August 2012
State Street Global Markets May 2010 - January 2011
State Street Global Markets May 2009 - May 2010
Beth Israel Deaconess Medical Center, Boston, MA 2006 - 2007
Skills
Mutual Funds, Customer Service, Research, ETFs, Fixed Income, Equities, Customer Relations, Bloomberg, Finance, Financial Analysis, Portfolio Management, Investment Strategies, Series 7, Series 63, Business Development
Education
Stonehill College 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Saint Sebastian's School 2001 — 2007
7-12
State Street Global Markets January 2015 - Present
State Street Global Markets November 2013 - January 2015
State Street Global Markets July 2012 - November 2013
State Street January 2011 - June 2012
The 360 Huntington Fund September 2010 - December 2011
State Street October 2008 - January 2011
Skills
Investments, Mutual Funds, Finance, Securities, Asset Management, Banking, Trading, Auditing, Bloomberg, Accounting, Financial Services, Fixed Income, Hedge Funds, Equities, Microsoft Excel
Education
Providence College 2004 — 2008
BS, Business Management
Northeastern University
Currently Enrolled, MBA
Cutter Associates June 2013 - Present
Thomson Reuters February 2009 - May 2013
State Street Global Markets April 2008 - December 2008
Charles River Development May 2006 - April 2008
First Albany Capital March 2005 - April 2006
MFS Investment Management May 1999 - January 2005
Skills
Business Development, Equities, Portfolio Management, Asset Managment, Business Analysis, Investments, Financial Modeling, Salesforce.com, Derivatives, Financial Analysis, Risk Management, Business Strategy, Asset Management, Electronic Trading, FX Options, Finance, Financial Services, Hedge Funds, Investment Banking, Market Data, Relationship Management, Securities, Valuation, Investment Management, Fixed Income, Trading
Education
University of New Hampshire 1994 — 1998
BA, Economics & Political Science
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
Bachelor of Arts (B.A.), Economics
EY January 2015 - Present
State Street Global Markets March 2014 - January 2015
State Street Global Markets November 2012 - March 2014
Law Office of Matthew A. Jerome August 2012 - September 2013
Angele Restaurant & Bar January 2011 - November 2012
Natixis Global Associates September 2007 - September 2010
Grill 23 & Bar August 2001 - September 2010
Skills
Legal Research, Securities, Legal Writing, Mutual Funds
Education
Suffolk University Law School 2004 — 2007
JD
Northeastern University 1996 — 2001
BS, Criminal Justice
3rd coast art & antiques, photo arts, & lps April 2004 - Present
State Street Global Markets September 2014 - March 2015
The BlackBay Group June 2014 - December 2014
The BlackBay Group June 2011 - May 2014
Black Diamond Futures April 2009 - February 2011
CME Group, Inc 2004 - February 2009
Stein Capital Management LLC November 1999 - January 2004
First Continental Trading 1996 - 1999
Linnco Futures Group, LLC ( LFG ) March 1994 - October 1995
geldermann, LTD November 1992 - January 1994
Skills
Trading, Trading Systems, User Acceptance Testing, FX, Options, FX Options, Forwards, Derivatives, Proprietary Trading, Trading Strategies, Arbitrage, Commodities, Market Making, Electronic Trading, Technical Analysis, FX trading, Currency, Traders, Portfolio Management, Asset Management, Risk Management, Capital Markets, Managed Futures, Commodity, Asset Managment, Financial Markets, Equities, Hedging, Foreign Exchange, Equity Trading, Quantitative Finance, Financial Risk, Fixed Income, Bonds, Hedge Funds, Commodity Risk..., Volatility, Bloomberg, Securities, ETFs, Interest Rate..., Equity Derivatives, Alternative Investments, Asset Allocation, Investment Strategies, Options Strategies, Commodity Markets, Global Macro, Statistical Arbitrage, Social Media Marketing
Education
The University of Chicago - Booth School of Business 2005 — 2009
MBA, Finance and decision making
university of california at los angeles 1976 — 1980
BA, Business / Economics
Korn Ferry July 2014 - Present
CTPartners October 2012 - July 2014
Charles Sterling Group February 2011 - August 2012
State Street Global Markets September 2008 - February 2011
Skills
Hedge Funds, Asset Managment, Equities, Fixed Income, Alternative Investments, Investments, Financial Services, Capital Markets, Equity Research, Private Equity, Financial Analysis, Mutual Funds, Investment Management, Securities, Portfolio Management, Investment Banking, Emerging Markets, Finance
Education
University of Georgia - Terry College of Business 2004 — 2008
BA, Finance
State Street Global Markets September 2011 - Present
Education
Southern Methodist University
Bank of America Merrill Lynch June 2015 - August 2015
Credit Suisse January 2014 - June 2014
State Street Global Markets January 2013 - August 2013
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), Finance
Suffield High School 2007 — 2011
State Street Global Markets June 2013 - Present
Skills
Equities, Fixed Income, Asset Management, Bloomberg, Investments, Portfolio Management, Hedging, Series 7, Emerging Markets, Currency, Finance, Series 63
Education
Simmons College - Simmons School of Management 2009 — 2012
MBA
University of Rhode Island
BS, BA
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 October 2007 - Present
Melvin Securities 1998 - 2007
Boston Stck Exchange 1989 - 2007
Skills
Equities, Securities, Fixed Income, Capital Markets, Derivatives, Financial Services, Trading, Hedge Funds, Bloomberg
Education
Northeastern University 1989 — 1993
State Street January 2013 - Present
State Street Global Markets 2011 - Present
State Street Global Markets March 1994 - March 2011
Skills
Fixed Income, Equities, Hedge Funds, Securities, Bloomberg, Mutual Funds, Financial Services, Derivatives, Alternative Investments, Asset Management, Capital Markets, Electronic Trading, Trading Systems, Investments, Trading
Education
Tulane University 1989 — 1994
BA, Psychology
State Street Global Markets 2007 - Present
State Street Bank & Trust May 2004 - February 2007
State Street 2001 - 2004
Skills
Risk Management, Securities Lending, Financial Services, Operations Management, Analysis, Asset Managment, Financial Analysis, Asset Management, Financial Markets, Financial Modeling, Portfolio Management, Trading, Alternative Investments, Banking, Financial Risk, Finance, Investments, Relationship Management
Education
Massachusetts College of Liberal Arts 1996 — 2000
Bachelor of Science (BS), Finance
State Street Global Markets September 1992 - Present
American Management Systems 1991 - 1992
Alex. Brown & Sons 1986 - 1989
Skills
Fixed Income, Derivatives, Trading Systems, Hedge Funds, Bloomberg, Capital Markets, Trading, Securities, Foreign Exchange, Equities, FX Options, Asset Management, Electronic Trading, Investments, Financial Services, Business Analysis, Market Data, Options, Financial Markets, Bonds, Alternative Investments, Relationship Management, Prime Brokerage, Investment Management, Currency, Mutual Funds, Investment Banking, Emerging Markets, Portfolio Management, Equity Trading, Series 7, Structured Products, Asset Allocation
Education
Yale University - Yale School of Management 1989 — 1991
MBA
Trinity College-Hartford 1982 — 1986
BS, Math, Computer Science
Oppenheimer & Co. January 2013 - Present
Brown Brothers Harriman November 2010 - September 2012
State Street Global Markets September 2004 - November 2010
Ned Davis Research 1999 - 2004
Skills
Equity Research, Equities, Investment Strategies, Asset Allocation, Hedge Funds, Portfolio Management, Financial Markets, Bloomberg, FX Options, Capital Markets, Risk Management, Strategy, Macroeconomics, Mutual Funds, Fixed Income, Valuation, Quantitative Analytics, Alternative Investments, Investments, Technical Analysis, Institutional..., Financial Modeling, Series 63, Asset Management, Series 7, Options, Trading, Trading Systems, FINRA, Derivatives, Finance, Investment Management, Equity Trading, Emerging Markets, Equity Valuation, Securities
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA, Finance
Vanderbilt University 1990 — 1994
BA, Economics
Natixis Global Asset Management January 2015 - Present
Natixis Global Asset Management January 2013 - December 2014
Natixis Global Asset Management August 2008 - January 2013
Columbia Management May 2006 - August 2008
State Street Global Markets 2004 - 2005
Putnam 2000 - 2004
Skills
CAIA, Hedge Funds, Private Equity, Series 3, Series 7, Series 66, Alternative Investments, Wealth Management, Securities, Structured Products, Asset Managment, Derivatives, Due Diligence, Investment Management, Financial Services, Capital Markets
Education
University of Southern Maine 1994 — 2000
Bachelor of Arts (B.A.), English Literature
Rochester Institute of Technology 1992 — 1993
Computer Engineering
State Street Global Markets 2008 - Present
State Street June 2007 - January 2008
Education
Sacred Heart University 2003 — 2007
Bachelor of Science, Business/Finance
Boston Latin Academy 1999 — 2003
SoFi March 2015 - Present
Barclays Capital 2013 - 2015
Nomura Securities 2011 - 2013
State Street Global Markets June 2010 - May 2011
United Nations 2007 - 2008
Booz Allen Hamilton 2005 - 2007
Center for Strategic and International Studies 2005 - 2005
Skills
Economics, Emerging Markets, Research, Analysis, Finance, Foreign Policy, International..., Sustainability, International Relations, Trading, Credit Risk, Foreign Exchange, Entrepreneurship, Capital Markets, Fixed Income
Education
The Fletcher School, Tufts University 2009 — 2011
MIB
US-Jordanian Binational Fulbright Commission 2008 — 2009
Fulbright Scholar
The American University in Cairo 2007 — 2007
Certificate in Intermediate Classical Arabic and Islamic Studies
Yemen College of Middle Eastern Studies 2007 — 2007
Intensive Arabic program
University of Oxford 2005 — 2005
The University of Georgia 2001 — 2005
BA
Akamai Technologies November 2006 - Present
State Street Global Markets 2004 - 2006
AdvisorTech Corp. 2001 - 2004
Thomson Financial 1997 - 2001
Omgeo LLC 1999 - 2000
The Thomson Corporation 1997 - 2000
Webhire 1996 - 1997
Webhire 1995 - 1996
Thomson Financial 1994 - 1995
Skills
RHEL, Solaris, Red Hat Linux, DNS, Web Infrastructure, Nagios, LDAP, SMTP, Unix, Perl, Shell Scripting, Apache, System Administration, Ruby on Rails, MySQL, Bind, Linux, Ubuntu, Ruby
Education
Northeastern University 1989 — 1993
BSBA, Finance & MIS
State Street Global Markets July 2000 - Present
Skills
Equities, Derivatives, Hedge Funds, Financial Analysis, Mutual Funds, Bloomberg, Fixed Income, Alternative Investments, Global Custody, Financial Services
Education
Suffolk University - Sawyer Business School 2006 — 2007
State Street Global Advisors 2009 - Present
State Street Securities Finance 2005 - 2009
State Street Global Markets 2002 - 2005
State Street Global Markets 2001 - 2002
Bank of America 1998 - 2000
Skills
Business Analysis, Fixed Income, Project Management, Trading Systems, Vendor Management, Full project lifecycle..., Order Management, Buy-side, Securities Lending, SDLC, Requirements Analysis, Software Implementation, Financial Technology, Financial Markets, FIX, ECN, Trading, Bloomberg, Asset Management, Electronic Trading, Hedge Funds
Education
Northeastern University 1999 — 2004
BSBA
Waltham High
State Street Global Markets
Skills
Relationship Management, Bloomberg, Equities, Securities, Derivatives, Risk Management, Trading, Financial Services, Financial Modeling, Mutual Funds, Financial Analysis, Capital Markets, Vendor Management, Microsoft Office, Data Analysis, Asset Management, Hedge Funds, Research, Investments, Fixed Income, Analysis, Microsoft Excel, Banking, Portfolio Management, Series 7, Project Management, PowerPoint, Business Analysis
Education
Smith College 2003 — 2007
Massachusetts Department of Revenue December 2012 - Present
Massachusetts Executive Office of Labor and Workforce Development August 2009 - December 2012
State Street Global Markets December 2006 - December 2008
State Street Corporation 2001 - 2006
Cadmus Communications 1996 - 1997
Marblehead Communications 1992 - 1995
Skills
Financial Analysis, Accounting, Asset Managment, Financial Reporting, Corporate Finance, General Ledger, Essbase, Cash Management, Financial Statements, US GAAP, Account Reconciliation, Variance Analysis, Internal Controls, Sarbanes-Oxley Act, Finance, Financial Modeling, SEC filings, Analysis, Asset Management, Financial Services, Fund Accounting, Hyperion Enterprise
Education
Suffolk University - Sawyer Business School 2006 — 2007
MS Finance, Finance
Suffolk University - Sawyer Business School 1994 — 1999
BSBA, Accounting
BC High
State Street Global Markets May 2008 - Present
Education
Suffolk University - Sawyer Business School 1998 — 2002
State Street 2009 - Present
State Street Global Markets 2007 - 2009
State Street Bank 2005 - 2007
State Street Bank 2003 - 2006
State Street Bank 1999 - 2003
State Street Bank 1995 - 1999
Skills
Client Integration, Process Redesign, Business Relationship..., Technical Product..., Project Management, Business Analysis, Product Support, Operating Models, Procedures Documentation, Risk Reduction, Audit Controls, Solution-driven, Client-focused, Collaboration, STP, Front Office Trading..., Sell Side, Third Party Lending, Global Custody, FIX, SWIFT messaging, SFTP, Securities, Fixed Income, Securities Lending, Equities, Financial Services, Corporate Actions, Bloomberg, Auditing, Trading Systems, Outsourcing, Middle Office, Equity Trading, Prime Brokerage, CRM, Mutual Funds, Reference Data, Financial Markets
Education
University of Massachusetts Boston
Bachelor's degree, Economics
State Street Global Markets June 2008 - January 2009
Citi Global Markets, Inc January 2001 - April 2008
US Equities Sales November 1993 - January 2001
Skills
Equities, Series 63, Series 7, Fixed Income, Securities, Hedge Funds, Equity Trading, Capital Markets, Electronic Trading, Options, Trading Systems, Market Data, Portfolio Management, Derivatives, Alternative Investments, Investment Banking, Bloomberg, Private Equity, Series 24, FINRA, Financial Services, Trading, Prime Brokerage, Bonds, FX Options, Middle Office, Financial Markets, Structured Products, Mutual Funds, Equity Research, Asset Management, Equity Derivatives, ETFs
Education
Manhattan College
BS, Finance/Computer Information Systems
UBS Investment Bank January 2014 - Present
State Street Global Markets October 2009 - December 2013
State Street January 2009 - January 2010
State Street June 2008 - December 2008
Skills
Fixed Income, Equities, Bloomberg, Financial Markets, Trading Systems, Electronic Trading, Hedge Funds, Capital Markets, Trading, Derivatives, Investments, Asset Management, FX Options
Education
Providence College 2004 — 2008
BS, Finance
Wellington Management February 2012 - Present
Highfields Capital August 2011 - February 2012
Wellington Management June 2009 - August 2011
State Street Global Markets April 2007 - December 2008
Deutsche Bank September 1992 - April 2007
Skills
Trading, Fixed Income, Alternative Investments, Hedge Funds, Series 7, Equities, Portfolio Management, Securities, Investments, Capital Markets, Derivatives, Asset Management, Bloomberg, Series 63, Mutual Funds
Education
State University of New York College at Geneseo 1988 — 1992
Bachelor of Science (B.S.), Audiology/Audiologist and Speech-Language Pathology/Pathologist
LeRoy High School
Stem, Inc. December 2012 - Present
State Street Global Advisors December 2007 - July 2012
State Street Global Markets February 2007 - December 2007
Maloney Properties February 2006 - February 2007
Skills
Executive Support, Office Administration, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Heavy Calendaring, Travel Planning, Event Planning, High Level Of..., Expense Reports, Communication Skills, Customer Service, Dependable Team Player, Leadership, Accounting, Event Management, Administrative..., Budgets, Nonprofits, Software Documentation, Time Management, Office Management, Public Speaking, Access, Team Leadership, Lotus Notes, Human Resources, Data Entry, Training, Social Media, Interviews, Management, Editing, Team Building, Project Planning, Research, Fundraising, Social Networking, Recruiting, Newsletters, Spreadsheets, Analysis, Employee Relations, Adobe Acrobat, Visio, Policy, System Administration, Data Analysis
Education
San Jose State University 1999 — 2003
BS, Environmental Studies/Renewable Energy
State Street September 2015 - Present
Sonus PR May 2015 - August 2015
Driehaus Capital Management June 2013 - August 2014
State Street Global Markets September 2010 - June 2013
Brown Brothers Harriman October 2008 - August 2010
Investors Bank & Trust June 2007 - October 2008
Governor Mitt Romney May 2005 - September 2005
Education
Suffolk University - Sawyer Business School 2014 — 2016
Global MBA, International Marketing
University of Massachusetts, Amherst 2003 — 2007
BA, Economics/Political Science
Mansfield High 1999 — 2003
State Street Global Markets November 2007 - Present
Fidelity Investments 1992 - 2007
National Financial 1992 - 2007
Skills
Series 7, Series 63, Equities, Mutual Funds, Securities, Fixed Income, Series 24, Financial Services, Asset Managment, Investments, Hedge Funds, Alternative Investments, Capital Markets, Wealth Management, Trading
Education
Salve Regina University 1985 — 1989
Bachelor's degree, Finance and Financial Management Services
The Hotchkiss School May 2014 - Present
The Hotchkiss School July 2013 - May 2014
Blair Academy June 2005 - June 2013
Burns McClellan March 2004 - June 2005
State Street Global Markets January 2002 - March 2004
American Overseas School of Rome August 2000 - August 2001
Skills
Admissions, Non-profits, Editing, Higher Education, Event Planning, Public Speaking, Enrollment Management, Team Building, Student Financial Aid, Student Affairs, Educational Leadership
Education
University of Pennsylvania 2009 — 2010
M.S.Ed., Educational Leadership
Williams College 1996 — 2000
BA, History
The Loomis Chaffee School 1993 — 1996
JPMorganChase May 2014 - Present
Viacom April 2014 - May 2014
Delaware North Company August 2010 - February 2014
State Street Global Markets July 2013 - December 2013
Abine, Inc. 2012 - 2012
Columbia Management Group July 2005 - June 2008
JP Morgan Invest LLC May 2001 - July 2005
Brown & Company September 1998 - May 2001
Skills
Trading, Hedge Funds, Settlement, Equities, Cash, Reconciliation, Fixed Income, FX, Traders, Securities, Mutual Funds, Account Reconciliation, FX Options
Education
Salem State College
RBS Markets and International Banking November 2013 - Present
State Street Global Markets October 2010 - October 2013
Stifel Nicolaus & Company February 2010 - October 2010
Cambridge Associates, LLC August 2009 - February 2010
Lemma Senbet Fund May 2008 - May 2009
Constellation Energy June 2008 - August 2008
Skills
Microsoft Office Suite..., Bloomberg, Summit, MarketWire, Equities, Fixed Income, Portfolio Management, Investments, Hedge Funds, Derivatives, Financial Modeling, Trading, Finance, Mutual Funds
Education
University of Maryland College Park 2005 — 2009
BS, Finance
NHS
State Street July 2012 - Present
State Street February 2009 - July 2012
State Street Global Markets December 2007 - July 2008
State Street January 2007 - September 2007
Putnam Investments January 2006 - July 2006
Education
Northeastern University 2004 — 2008
Finance
Societe Generale July 2013 - June 2015
Natixis Global Asset Management April 2013 - June 2013
State Street Global Markets February 2010 - June 2012
State Street July 2009 - August 2010
PMFM, inc January 2006 - August 2007
Skills
Bloomberg, Equities, Capital Markets, Financial Modeling, Microsoft Excel, Social Media, Foreign Exchange, Excel, Bartending, Project Management, Account Management, Digital Marketing, Brand to Retailer..., Social Media Marketing, Portfolio Management, Investments, Hedge Funds, CRM
Education
The University of Georgia 2005 — 2009
Bachelor of Business Administration, Finance
Hingham High School 2002 — 2005
GE Capital August 2013 - August 2015
State Street January 2012 - May 2013
State Street September 2010 - January 2012
State Street Global Markets June 2009 - June 2010
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Access, Capital Markets, Pivot Tables, VBA, Quantitative Analytics, Asset Managment, PowerPoint
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA)
Northeastern University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
State Street Global Markets February 2015 - Present
State Street Global Markets November 2000 - Present
Skills
Equities, Fixed Income, Bloomberg, Derivatives, Hedge Funds, Asset Management, Investments, Middle Office, Relationship Management, Mutual Funds, Securities, Portfolio Management, Corporate Actions, Alternative Investments, Financial Markets, Fund Administration
Education
University of Massachusetts, Amherst 1994 — 1998
BA
State Street Global Markets August 2011 - Present
State Street Global Markets July 2007 - August 2011
State Street January 2000 - July 2007
State Street January 1998 - January 2000
Royal Trust December 1997 - January 1998
Skills
Equities, Fixed Income, Asset Managment, Capital Markets, Relationship Management, Financial Analysis, Asset Management, Financial Risk, Investments, Asset Allocation, Investment Strategies, Portfolio Management, Derivatives, Middle Office, Risk Management, Global Custody, Electronic Trading, Financial Services, Bloomberg, Financial Markets
Education
CFA Institute
CFA Charter
McGill University
Microsoft
Microsoft Certified Systems Engineer
State Street Global Markets September 2014 - Present
Boston Technologies Inc May 2012 - July 2014
Boston Technologies Inc September 2010 - April 2012
Sunshine Solar Technologies September 2007 - July 2010
Vineyard Vines August 2004 - May 2007
Skills
Salesforce.com, Trading Systems, Microsoft Excel, Start-ups, Electronic Trading, Microsoft Office, Project Management, Risk Management, Trading, Customer Service, Leadership, Business Strategy, FX trading, FX Hedging, Portfolio Management, Analysis, Management, CRM, Team Building, FX Options, Foreign Exchange, Capital Markets, FX Trading
Education
Saint Michael's College 2000 — 2004
BA/BS, Economics and Biochemistry
Voya Financial (formerly ING U.S.) July 2008 - Present
CitiStreet July 2000 - June 2008
State Street Global Markets January 1997 - June 2000
Fidelity Investments June 1994 - December 1996
Fidelity Investments July 1990 - December 1994
Skills
Business Analysis, Business Requirements, Vendor Management, Process Improvement, Relationship Management, Risk Management, User Acceptance Testing, SDLC, Requirements Analysis, Project Portfolio..., Financial Services, PMO, Requirements Gathering, Business Process..., Strategy
Education
University of Florida
BSBA, Finance
Wellington Management Company, LLP October 2007 - Present
Brown Brothers Harriman & Co. July 2006 - September 2007
Wellington Management Company, LLP January 2004 - July 2005
State Street Global Markets January 2003 - August 2003
Skills
FX Options, SWIFT messages, Fixed Income, Equities, Foreign Exchange, Settlement, Back Office
Education
Northeastern University 2001 — 2006
BS, Finance and International Business
Cantor Fitzgerald 2012 - Present
Alta Capital Group, llc 2004 - 2008
State Street Global Markets 1998 - 2003
Lehman Brothers, Inc. 1983 - 1998
Skills
Derivatives, Bonds, Private Equity, Equities, Series 7, Fixed Income, Bloomberg, Securities, Competitive Analysis, Portfolio Management, Management, Capital Markets, Trading, Municipal Bonds, Asset Management, Alternative Investments, Hedge Funds, Investment Banking, Investments, Structured Finance, Financial Modeling, Financial Markets, Series 63, Electronic Trading
Education
University of Massachusetts, Amherst 1978 — 1982
BS, Economics
State Street Global Markets June 2012 - Present
J.P. Morgan May 2008 - May 2012
Deutsche Asset Management November 2004 - May 2008
State Street September 1996 - October 2004
Skills
Superior Client Service, Business Relationship..., Project Management, Organized Multi-tasker, Process Improvement, Procedure Development
Education
Providence College 1992 — 1996
Bachelor of Arts (BA), Mathematical Economics, 3.3
State Street Global Markets May 2008 - Present
State Street Global Markets August 2005 - April 2008
Skills
Capital Markets, Bloomberg, Risk Management, Equities, Investments, Portfolio Management, Mutual Funds, Investment Strategies, Equity Trading, Asset Management, Electronic Trading, Equity Research, Asset Allocation, FX Options, Financial Markets, Trading Systems, Trading, Securities, FX trading, Fixed Income, Technical Analysis, Derivatives, Hedge Funds, ETFs, Alternative Investments, Financial Services, Wealth Management, Investment Management, Bonds, Options, Investment Banking, Bloomberg Terminal, Back Office, Fund Accounting, Securities Lending
Education
McMaster University 2000 — 2005
Honours B. Comm, Commerce
U.S. Department of the Treasury June 2014 - Present
FDIC November 2009 - May 2014
Structured Capital funding July 2007 - October 2009
NorthMarq Capital, Inc. October 2005 - July 2007
State Street Global Markets February 2001 - July 2003
Commerzbank, AG February 1998 - March 1999
Standard & Poor's April 1993 - February 1998
New York State Banking Department November 1991 - April 1993
Citibank September 1988 - April 1991
Skills
Structured Finance, Due Diligence, Asset Management, Investment Banking, Banking, Credit Analysis, Loans, Derivatives, Financial Structuring, Securitization, Management, Restructuring, Structured Products, Portfolio Management, Risk Management, Investments, Financial Analysis, Financial Modeling, Credit, Capital Markets
Education
State University of New York at Albany 1986 — 1988
Master of Business Administration (MBA), Finance, Management
State University of New York at Albany 1980 — 1984
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
State Street Global Markets July 2011 - Present
State Street Global Markets June 2005 - June 2011
State Street Global Markets February 2002 - June 2005
State Street July 1999 - February 2002
Skills
Fixed Income, Mutual Funds, Equities, Capital Markets, Bloomberg, Hedge Funds, Financial Markets, FX Options, Securities, Derivatives, Electronic Trading, Trading Systems
Education
Roanoke College 1995 — 1999
BBA
Wayland High School 1991 — 1995
State Street Global Markets December 2013 - Present
The Boston Company Asset Management, LLC June 1998 - December 2013
Skills
Equities, Bloomberg, Mutual Funds, Securities, Trading, Fixed Income, Asset Management, Investments, Investment Management
Education
Suffolk University 2002 — 2004
Master of Business Administration (MBA), Finance and Financial Management Services
Hiram College 1991 — 1995
Bachelor's degree, Business Administration and Management, General
State Street Global Markets August 2010 - Present
State Street June 2007 - July 2010
State Street February 2004 - June 2007
State Street April 2001 - February 2004
State Street August 2000 - April 2001
Skills
Portfolio Management, Accounting, Fund Accounting, Finance, Financial Services, Fund Administration, Corporate Actions, Bloomberg, Investments, Securities, Financial Analysis, Asset Management
Education
University of Maine 1996 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
State Street Bank June 2015 - Present
Fidelity Investments September 2013 - June 2015
State Street Global Markets March 2013 - August 2013
John Hancock Life Insurance Company (U.S.A.) 2009 - 2011
Education
State University of New York at Buffalo 2007 — 2012
Master of Arts (M.A.), Political Science