State Street Global Services
Description
Address: 770 Sherbrooke St W, Montreal, QC H3A 1G1, Canada Province: Québec Phone: +1 514-282-2400: : Place name: : Hours: Category: Website: : : : Website: http://www.statestreet.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of State Street Posting publicly on the Web Write a review Reviews 1 Google review
State Street Global Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street Global Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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State Street Global Services Employees
Employee
Years
Job
Industry
Jonathan Morin Jonathan Morin's State Street Global Services Experience September 2013 - Present
Job Processing Analyst at State Street Global Services
Industry Financial Services
Experience
State Street Global Services September 2013 - Present
Pine Grove Condominiums August 2011 - August 2014
Skills
Microsoft Word, Microsoft Excel, Teamwork, PowerPoint, Microsoft Office, Finance, Time Management
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Finance, Junior
Holyoke High School 2008 — 2012
State Street Global Services September 2013 - Present
Pine Grove Condominiums August 2011 - August 2014
Skills
Microsoft Word, Microsoft Excel, Teamwork, PowerPoint, Microsoft Office, Finance, Time Management
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Finance, Junior
Holyoke High School 2008 — 2012
Michela Summa Michela Summa's State Street Global Services Experience August 2014 - Present
Job Student at University of Massachusetts Boston
Industry Banking
Experience
State Street Global Services August 2014 - Present
State Street Global Services August 2014 - Present
The Walsh Family October 2012 - Present
Bikram Yoga Boston December 2013 - Present
The Bremer School of Irish Dancing June 2005 - July 2014
Melaine Murphy September 2008 - October 2013
Skills
PowerPoint, Microsoft Word, Dance, Microsoft Excel, Social Media, Foreign Languages, Microsoft Office, Yoga, International Relations, Social Networking, Communication, Event Planning, Risk Management, mapping files, Public Speaking, Teamwork, Leadership, Time Management
Education
University of Massachusetts 2012 — 2015
Business and International Management, Management; International Management
The American University of Rome 2010 — 2012
International Relations and Affairs
State Street Global Services August 2014 - Present
State Street Global Services August 2014 - Present
The Walsh Family October 2012 - Present
Bikram Yoga Boston December 2013 - Present
The Bremer School of Irish Dancing June 2005 - July 2014
Melaine Murphy September 2008 - October 2013
Skills
PowerPoint, Microsoft Word, Dance, Microsoft Excel, Social Media, Foreign Languages, Microsoft Office, Yoga, International Relations, Social Networking, Communication, Event Planning, Risk Management, mapping files, Public Speaking, Teamwork, Leadership, Time Management
Education
University of Massachusetts 2012 — 2015
Business and International Management, Management; International Management
The American University of Rome 2010 — 2012
International Relations and Affairs
Ankur Prabhakar Ankur Prabhakar's State Street Global Services Experience December 2014 - Present
Job Client Service Operations Lead, Senior Associate at State Street & MBA Candidate
Industry Financial Services
Experience
State Street Global Services December 2014 - Present
State Street Global Services May 2013 - December 2014
Equilar August 2012 - May 2013
Morgan Stanley July 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Leadership, Investments, Bloomberg, VBA, SQL
Education
University of California, Davis - Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of California, Davis 2009 — 2012
Bachelor of Science, Managerial Economics
State Street Global Services December 2014 - Present
State Street Global Services May 2013 - December 2014
Equilar August 2012 - May 2013
Morgan Stanley July 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Leadership, Investments, Bloomberg, VBA, SQL
Education
University of California, Davis - Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of California, Davis 2009 — 2012
Bachelor of Science, Managerial Economics
Elliott Lowe Elliott Lowe's State Street Global Services Experience 2002 - 2011
Job Voice Actor
Industry Media Production
Experience
Elliott Lowe Voice Talent 2014 - Present
Spireon 2013 - 2014
Pimco 2011 - 2013
State Street Global Services 2002 - 2011
Cisco 2000 - 2001
Access 360 2000 - 2000
Pimco 1998 - 2000
Corsair Communications 1997 - 1998
Taco Bell 1995 - 1997
KVB 1992 - 1995
Skills
Java, Groovy, Grails, SQL, Unix, C++, Perl, C, HTML 5, Spring, Java Enterprise Edition, Python, Hibernate, REST, JavaSc, Oracle, Sybase, Sybase IQ, Ruby, Integration, Agile Methodologies, Bash, HTML, Software Development, JavaScript, SDLC, Linux, XML, Software Engineering, Databases, MySQL, Software Design, Web Services
Education
University of California, Berkeley 1979 — 1983
Bachelor of Arts (BA), Computer Science
Del Mar Media Arts
Voice Acting
Elliott Lowe Voice Talent 2014 - Present
Spireon 2013 - 2014
Pimco 2011 - 2013
State Street Global Services 2002 - 2011
Cisco 2000 - 2001
Access 360 2000 - 2000
Pimco 1998 - 2000
Corsair Communications 1997 - 1998
Taco Bell 1995 - 1997
KVB 1992 - 1995
Skills
Java, Groovy, Grails, SQL, Unix, C++, Perl, C, HTML 5, Spring, Java Enterprise Edition, Python, Hibernate, REST, JavaSc, Oracle, Sybase, Sybase IQ, Ruby, Integration, Agile Methodologies, Bash, HTML, Software Development, JavaScript, SDLC, Linux, XML, Software Engineering, Databases, MySQL, Software Design, Web Services
Education
University of California, Berkeley 1979 — 1983
Bachelor of Arts (BA), Computer Science
Del Mar Media Arts
Voice Acting
Owen Hughes Jr. Owen Hughes Jr.'s State Street Global Services Experience February 2013 - May 2014
Job Operational Risk Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors July 2015 - Present
State Street Global Advisors May 2014 - July 2015
State Street Global Services February 2013 - May 2014
State Street Global Services July 2011 - February 2013
State Street Global Services June 2009 - July 2011
Sovereign Bank June 2008 - June 2009
Sovereign Bank June 2006 - June 2008
Skills
Banking, Financial Analysis, Financial Services, Risk Management, Microsoft Excel, Finance, Business Analysis, Accounting, Process Improvement, Mutual Funds, Requirements Gathering, Equities, Fixed Income, Leadership, Securities, Auditing
Education
Suffolk University 2006 — 2008
Bachelor's degree, Business Management and Finance, 3.45
State Street Global Advisors July 2015 - Present
State Street Global Advisors May 2014 - July 2015
State Street Global Services February 2013 - May 2014
State Street Global Services July 2011 - February 2013
State Street Global Services June 2009 - July 2011
Sovereign Bank June 2008 - June 2009
Sovereign Bank June 2006 - June 2008
Skills
Banking, Financial Analysis, Financial Services, Risk Management, Microsoft Excel, Finance, Business Analysis, Accounting, Process Improvement, Mutual Funds, Requirements Gathering, Equities, Fixed Income, Leadership, Securities, Auditing
Education
Suffolk University 2006 — 2008
Bachelor's degree, Business Management and Finance, 3.45
Sandy Alexandre's State Street Global Services Experience July 2014 - Present
Job Risk Monitor Associate at State Street, Determine Student
Industry Financial Services
Experience
State Street Global Services July 2014 - Present
Brigham and Women's Hospital June 2011 - September 2012
Skills
Microsoft Office, PowerPoint, Time Management, Organizational..., Public Speaking
Education
Cambridge College 2014 — 2015
State Street Global Services July 2014 - Present
Brigham and Women's Hospital June 2011 - September 2012
Skills
Microsoft Office, PowerPoint, Time Management, Organizational..., Public Speaking
Education
Cambridge College 2014 — 2015
Nathaly R Sanchez Nathaly R Sanchez's State Street Global Services Experience September 2013 - Present
Job Fund Accountant at State Street Global Services
Industry Financial Services
Experience
State Street Global Services September 2013 - Present
JPMorgan Chase September 2011 - December 2012
Waddell & Reed August 2009 - April 2010
Skills
Fixed Income, Investments, Superior Client Service, Derivatives, Equities, Financial Analysis, Economics, Mutual Funds, Bloomberg, Financial Reporting, Financial Modeling, Fund Accounting, Benefit Cost Analysis, Hedge Funds
Education
California State University-Sacramento 2013 — 2015
Master of Science (MS), Accountancy
California State University-Sacramento 2006 — 2011
Bachelor of Science (BS), Business/Finance/Economics
State Street Global Services September 2013 - Present
JPMorgan Chase September 2011 - December 2012
Waddell & Reed August 2009 - April 2010
Skills
Fixed Income, Investments, Superior Client Service, Derivatives, Equities, Financial Analysis, Economics, Mutual Funds, Bloomberg, Financial Reporting, Financial Modeling, Fund Accounting, Benefit Cost Analysis, Hedge Funds
Education
California State University-Sacramento 2013 — 2015
Master of Science (MS), Accountancy
California State University-Sacramento 2006 — 2011
Bachelor of Science (BS), Business/Finance/Economics
Austin Bucceri Austin Bucceri's State Street Global Services Experience October 2013 - Present
Job State Street Global Services
Industry Financial Services
Experience
State Street Global Services October 2013 - Present
Northwestern Mutual June 2012 - June 2013
Brown Brothers Harriman 2013 - 2013
Family Financial of Central Ohio June 2011 - August 2011
Skills
Investments, Morningstar, Retirement Planning, Estate Planning, Insurance, Securities, Long-term Care, Risk Management, Wealth Accumulation, Financial Analysis, Financial Modeling, Wealth Management..., Microsoft Excel, Economics
Education
Ohio Wesleyan University 2008 — 2012
Bachelor of Arts (B.A.), Economics
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (MBA), Investments and Securities
State Street Global Services October 2013 - Present
Northwestern Mutual June 2012 - June 2013
Brown Brothers Harriman 2013 - 2013
Family Financial of Central Ohio June 2011 - August 2011
Skills
Investments, Morningstar, Retirement Planning, Estate Planning, Insurance, Securities, Long-term Care, Risk Management, Wealth Accumulation, Financial Analysis, Financial Modeling, Wealth Management..., Microsoft Excel, Economics
Education
Ohio Wesleyan University 2008 — 2012
Bachelor of Arts (B.A.), Economics
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (MBA), Investments and Securities
Patrick Hayden Patrick Hayden's State Street Global Services Experience November 2012 - February 2014
Job CEE SuccessFactors/SAP
Industry Computer Software
Experience
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
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
Meryem Bourkibate Meryem Bourkibate's State Street Global Services Experience February 2012 - Present
Job Custody Specialist, Associate
Industry Financial Services
Experience
State Street global services February 2012 - Present
Dunkin Donuts October 2009 - December 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Outlook
Education
Year Up 2011 — 2012
Bunker Hill Community College 2009 — 2011
university hassan 2 morocco 2007 — 2009
associate degree
State Street global services February 2012 - Present
Dunkin Donuts October 2009 - December 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Outlook
Education
Year Up 2011 — 2012
Bunker Hill Community College 2009 — 2011
university hassan 2 morocco 2007 — 2009
associate degree
Bryan Albertelly's State Street Global Services Experience June 2012 - August 2012
Job Financial Analyst at Hunt Companies
Industry Accounting
Experience
Hunt Companies January 2014 - Present
State Street Global Services June 2012 - August 2012
Skills
Financial Accounting, Auditing
Education
Tulane University - A.B. Freeman School of Business 2008 — 2013
Bachelor of Science, Finance
HALL HIGH
Tulane University
Tulane University - A.B. Freeman School of Business
Master of Accounting
Hunt Companies January 2014 - Present
State Street Global Services June 2012 - August 2012
Skills
Financial Accounting, Auditing
Education
Tulane University - A.B. Freeman School of Business 2008 — 2013
Bachelor of Science, Finance
HALL HIGH
Tulane University
Tulane University - A.B. Freeman School of Business
Master of Accounting
Ian McLarney's State Street Global Services Experience January 2014 - June 2014
Job Student at Northeastern University
Industry Market Research
Experience
GE Healthcare January 2015 - Present
Scout Studio September 2014 - December 2014
State Street Global Services January 2014 - June 2014
Millennium Campus Network September 2013 - December 2013
Skills
Research, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Spanish, Teamwork, Management, Customer Service
Education
Northeastern University 2012 — 2017
Bachelor of Science in Business Administration (BSBA), Finance, Computer Science (Minor)
ESIC: Business & Marketing School
Study Abroad Program
Malvern Preparatory School 2008 — 2012
GE Healthcare January 2015 - Present
Scout Studio September 2014 - December 2014
State Street Global Services January 2014 - June 2014
Millennium Campus Network September 2013 - December 2013
Skills
Research, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Spanish, Teamwork, Management, Customer Service
Education
Northeastern University 2012 — 2017
Bachelor of Science in Business Administration (BSBA), Finance, Computer Science (Minor)
ESIC: Business & Marketing School
Study Abroad Program
Malvern Preparatory School 2008 — 2012
Paul Pokaski's State Street Global Services Experience May 2014 - Present
Job Associate at State Street Global Services
Industry Financial Services
Experience
State Street Global Services May 2014 - Present
State Street Global Services October 2012 - May 2014
Steve Murphy for State Treasurer June 2010 - August 2010
Wequassett Resort and Golf Club May 2008 - August 2008
City of Boston May 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Mutual Funds, Fund Accounting, Fund Administration, Stata, Microsoft Word, Microsoft Excel, Access, Adobe Creative Suite, PowerPoint, Query Resolution, Account Reconciliation, Reporting & Analysis, Report Writing, Account Administration, Economics, Econometrics, Game Theory, Industrial Organization, Global Custody, Maintaining Strong..., Client Service Oriented, Securities Lending, Corporate Actions, Compliance, Political Campaigns, Government, Local Government, State Government, Politics, Policy, Hospitality
Education
University of Notre Dame
Bachelor of Arts (B.A.), Economics
Boston Latin School
College Preparatory Curriculum
State Street Global Services May 2014 - Present
State Street Global Services October 2012 - May 2014
Steve Murphy for State Treasurer June 2010 - August 2010
Wequassett Resort and Golf Club May 2008 - August 2008
City of Boston May 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Mutual Funds, Fund Accounting, Fund Administration, Stata, Microsoft Word, Microsoft Excel, Access, Adobe Creative Suite, PowerPoint, Query Resolution, Account Reconciliation, Reporting & Analysis, Report Writing, Account Administration, Economics, Econometrics, Game Theory, Industrial Organization, Global Custody, Maintaining Strong..., Client Service Oriented, Securities Lending, Corporate Actions, Compliance, Political Campaigns, Government, Local Government, State Government, Politics, Policy, Hospitality
Education
University of Notre Dame
Bachelor of Arts (B.A.), Economics
Boston Latin School
College Preparatory Curriculum
Rakim Mendes's State Street Global Services Experience January 2011 - September 2014
Job Fund Accountant at State Street Corp
Industry Accounting
Experience
State Street Bank & Trust Co. September 2014 - Present
State Street Global Services January 2011 - September 2014
Boston Day & Evening 2006 - 2010
Education
Cambridge College
Bachlors of business and science
State Street Bank & Trust Co. September 2014 - Present
State Street Global Services January 2011 - September 2014
Boston Day & Evening 2006 - 2010
Education
Cambridge College
Bachlors of business and science
Samuel McGowen, CIMA®'s State Street Global Services Experience September 2008 - September 2010
Job Northwest / Mountain Region Managed Account Specialist
Industry Financial Services
Experience
Federated Investors July 2014 - Present
Federated Investors September 2010 - July 2014
State Street Global Services September 2008 - September 2010
Hewlett-Packard June 2003 - August 2008
Enterprise Rent-A-Car May 2007 - May 2008
University of New Hampshire February 2006 - May 2008
Skills
Cold Calling, Loans, Financial Modeling, Fixed Income, Finance, Financial Analysis, Separately Managed..., Bloomberg, Relationship Management, Portfolio Management, Alternative Investments, Series 7, Mutual Funds, Investment Management, Investor Relations, Equities, Asset Managment, Asset Allocation, Financial Services, Inside Sales, Sales, Series 63, Sales Process, Wealth Management, Investments, Computer Hardware, Access, Securities, Strategic Financial..., Investment Strategies, Financial Markets, Valuation, Microsoft Excel, Bonds, Capital Markets, Investment Advisory, FINRA, Financial Advisory, PowerPoint, Fund Accounting, Economics
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
Business Administration, Finance
Federated Investors July 2014 - Present
Federated Investors September 2010 - July 2014
State Street Global Services September 2008 - September 2010
Hewlett-Packard June 2003 - August 2008
Enterprise Rent-A-Car May 2007 - May 2008
University of New Hampshire February 2006 - May 2008
Skills
Cold Calling, Loans, Financial Modeling, Fixed Income, Finance, Financial Analysis, Separately Managed..., Bloomberg, Relationship Management, Portfolio Management, Alternative Investments, Series 7, Mutual Funds, Investment Management, Investor Relations, Equities, Asset Managment, Asset Allocation, Financial Services, Inside Sales, Sales, Series 63, Sales Process, Wealth Management, Investments, Computer Hardware, Access, Securities, Strategic Financial..., Investment Strategies, Financial Markets, Valuation, Microsoft Excel, Bonds, Capital Markets, Investment Advisory, FINRA, Financial Advisory, PowerPoint, Fund Accounting, Economics
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
Business Administration, Finance
Flora Deng, CPA Flora Deng, CPA's State Street Global Services Experience June 2015 - Present
Job AVP at State Street Global Services
Industry Investment Management
Experience
State Street Global Services June 2015 - Present
Citigroup October 2011 - June 2015
ING Clarion September 2005 - October 2011
Friedman LLP June 2004 - August 2005
Malkin Holdings LLC August 1997 - May 2004
Skills
Financial Reporting, Due Diligence, Financial Accounting, Accounting, Financial Analysis, Portfolio Management, Valuation, Auditing, Financial Modeling, Private Equity, Finance, Corporate Finance, Asset Management
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1997
MS, Accountancy
Guangzhou No.2 Highschool
State Street Global Services June 2015 - Present
Citigroup October 2011 - June 2015
ING Clarion September 2005 - October 2011
Friedman LLP June 2004 - August 2005
Malkin Holdings LLC August 1997 - May 2004
Skills
Financial Reporting, Due Diligence, Financial Accounting, Accounting, Financial Analysis, Portfolio Management, Valuation, Auditing, Financial Modeling, Private Equity, Finance, Corporate Finance, Asset Management
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1997
MS, Accountancy
Guangzhou No.2 Highschool
Daniel P. Lattanzi's State Street Global Services Experience November 2010 - July 2012
Job Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
State Street Global Advisors July 2012 - June 2015
State Street Global Services November 2010 - July 2012
Skills
ETFs, Investment Strategies
Education
Suffolk University 2006 — 2010
Bachelor of Science, Cum Laude, Criminology & Law
Merrill Lynch June 2015 - Present
State Street Global Advisors July 2012 - June 2015
State Street Global Services November 2010 - July 2012
Skills
ETFs, Investment Strategies
Education
Suffolk University 2006 — 2010
Bachelor of Science, Cum Laude, Criminology & Law
Natashia M. Overfield's State Street Global Services Experience June 2012 - August 2012
Job Technical Recruiter at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek August 2013 - Present
Economics and Business Student Association September 2012 - March 2013
State Street Global Services June 2012 - August 2012
Navion Financial Advisors, LLC March 2012 - July 2012
Economics and Business Student Association January 2012 - June 2012
Elite Dental Concepts Inc. August 2006 - May 2012
Solano Community College January 2011 - May 2011
Skills
Managerial Economics, Applied Economics, Technical Analysis, Fund Accounting, Statistics, Microeconomics, Macroeconomics, Microsoft Office, Word, PowerPoint, Excel, Research, Microsoft Excel, Economics, Recruiting, Leadership, Management, Analysis, Microsoft Word, Resume Writing, Staffing Services, Temporary Placement, Training, Customer Service, Contract Recruitment, Public Speaking, Time Management, Temporary Staffing
Education
University of California, Davis
Bachelors of Science, Managerial Economics
Aerotek August 2013 - Present
Economics and Business Student Association September 2012 - March 2013
State Street Global Services June 2012 - August 2012
Navion Financial Advisors, LLC March 2012 - July 2012
Economics and Business Student Association January 2012 - June 2012
Elite Dental Concepts Inc. August 2006 - May 2012
Solano Community College January 2011 - May 2011
Skills
Managerial Economics, Applied Economics, Technical Analysis, Fund Accounting, Statistics, Microeconomics, Macroeconomics, Microsoft Office, Word, PowerPoint, Excel, Research, Microsoft Excel, Economics, Recruiting, Leadership, Management, Analysis, Microsoft Word, Resume Writing, Staffing Services, Temporary Placement, Training, Customer Service, Contract Recruitment, Public Speaking, Time Management, Temporary Staffing
Education
University of California, Davis
Bachelors of Science, Managerial Economics
Andrew Roch M.P.M's State Street Global Services Experience 2010 - Present
Job Financial Consultant Capco
Industry Financial Services
Experience
Capco July 2015 - Present
State Street Global Services 2010 - Present
IGS 2010 - 2010
Skills
Self taught musician, Non-profit Volunteer, Hosted Services, Team Building, Team Leadership, Strategic Planning, Leadership, Microsoft Office
Education
Lasell College 2011 — 2013
Master's degree, Project Management
Lasell College 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Capco July 2015 - Present
State Street Global Services 2010 - Present
IGS 2010 - 2010
Skills
Self taught musician, Non-profit Volunteer, Hosted Services, Team Building, Team Leadership, Strategic Planning, Leadership, Microsoft Office
Education
Lasell College 2011 — 2013
Master's degree, Project Management
Lasell College 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Stephanie Tumbaga Stephanie Tumbaga's State Street Global Services Experience January 2012 - July 2012
Job Social Media and Marketing Manager at Salvadori Center
Industry Writing and Editing
Experience
Salvadori Center July 2015 - Present
Salvadori Center September 2013 - August 2015
The Worldview Project September 2012 - May 2013
State Street Global Services January 2012 - July 2012
Omniangle Technologies, LLC July 2011 - December 2011
Skills
Microsoft Office, HTML, Organized Multi-tasker, Highly detail oriented, Interpersonal..., Office Support, Online Editing, Marketing, Research, Public Speaking, Leadership, Microsoft Excel, Teamwork, Event Planning, Newsletters, Editorial, Editing, Microsoft Word
Education
California State University-Fullerton 2007 — 2012
Bachelor of Arts (BA), English
Salvadori Center July 2015 - Present
Salvadori Center September 2013 - August 2015
The Worldview Project September 2012 - May 2013
State Street Global Services January 2012 - July 2012
Omniangle Technologies, LLC July 2011 - December 2011
Skills
Microsoft Office, HTML, Organized Multi-tasker, Highly detail oriented, Interpersonal..., Office Support, Online Editing, Marketing, Research, Public Speaking, Leadership, Microsoft Excel, Teamwork, Event Planning, Newsletters, Editorial, Editing, Microsoft Word
Education
California State University-Fullerton 2007 — 2012
Bachelor of Arts (BA), English
Troy Woods Troy Woods's State Street Global Services Experience September 2007 - Present
Job Global Business Solutions Vice President
Industry Financial Services
Experience
State Street Global Services September 2007 - Present
AnalytX Software Inc October 2005 - September 2007
Investors Bank and Trust Company April 2004 - October 2005
Skills
SQL, Crystal Reports, ETL, Business Objects, Sungard, Investran, Stored Procedures, Data Mining, Data Warehousing, Hedge Funds, Alternative Investments, Fund Accounting, CRM, Financial Services
Education
St. Francis Xavier University
BA, Economics & International Relations
State Street Global Services September 2007 - Present
AnalytX Software Inc October 2005 - September 2007
Investors Bank and Trust Company April 2004 - October 2005
Skills
SQL, Crystal Reports, ETL, Business Objects, Sungard, Investran, Stored Procedures, Data Mining, Data Warehousing, Hedge Funds, Alternative Investments, Fund Accounting, CRM, Financial Services
Education
St. Francis Xavier University
BA, Economics & International Relations
Emily Lin's State Street Global Services Experience February 2014 - May 2015
Job Operations Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Chase & Co. July 2015 - Present
State Street Global Services February 2014 - May 2015
The National Society of Leadership and Success August 2014 - February 2015
Boston Earned Income Tax Coalition January 2014 - April 2014
Cambridge Systematics, Inc. September 2012 - August 2013
PerkStreet Financial July 2011 - August 2012
CHIN AUGEN LAW GROUP June 2010 - June 2011
Skills
Microsoft Excel, Data Analysis, Customer Service, Lotus Notes, Microsoft Office, Microsoft Word, Teamwork, PowerPoint, Demand Management, Project Management, Financial Modeling, Data Analytics, Qualitative Research, Qualitative Data, Oracle Financials, ProSight, Corporate Finance, Multi-cultural team..., Cross-functional..., Deltek, Impromptu, Dreamweaver, Macro, Globalization, Independent Thinking, Time Management, Financial Accounting
Education
Suffolk University - Sawyer Business School 2011 — 2015
Bachelor of Science (BS) in Business Administration, Accounting and Global Business
City University of Hong Kong 2013 — 2013
Bachelor of Business Administration (B.B.A.), International Business
North Quincy High School 2008 — 2011
Diamond Bar High School 2007 — 2008
J.P. Morgan Chase & Co. July 2015 - Present
State Street Global Services February 2014 - May 2015
The National Society of Leadership and Success August 2014 - February 2015
Boston Earned Income Tax Coalition January 2014 - April 2014
Cambridge Systematics, Inc. September 2012 - August 2013
PerkStreet Financial July 2011 - August 2012
CHIN AUGEN LAW GROUP June 2010 - June 2011
Skills
Microsoft Excel, Data Analysis, Customer Service, Lotus Notes, Microsoft Office, Microsoft Word, Teamwork, PowerPoint, Demand Management, Project Management, Financial Modeling, Data Analytics, Qualitative Research, Qualitative Data, Oracle Financials, ProSight, Corporate Finance, Multi-cultural team..., Cross-functional..., Deltek, Impromptu, Dreamweaver, Macro, Globalization, Independent Thinking, Time Management, Financial Accounting
Education
Suffolk University - Sawyer Business School 2011 — 2015
Bachelor of Science (BS) in Business Administration, Accounting and Global Business
City University of Hong Kong 2013 — 2013
Bachelor of Business Administration (B.B.A.), International Business
North Quincy High School 2008 — 2011
Diamond Bar High School 2007 — 2008
Ken Muir's State Street Global Services Experience May 2010 - September 2010
Job Associate Investor Relations at Private Investment Firm
Industry Financial Services
Experience
Private Investment Management Firm June 2014 - Present
Morgan Stanley January 2013 - June 2014
PepsiCo October 2012 - January 2013
State Street Global Services May 2010 - September 2010
Skills
Microsoft Excel, MS Excel Pivot Tables, PowerPoint, Team Leadership, People Skills, Problem Solving, Financial Services, Investor Relations, Hedge Funds, Writing Skills, Volunteering, V Lookups, Group Dynamics
Education
Fairfield University 2008 — 2012
Bachelor of Arts, Economics, Management
Florence University of the Arts 2010 — 2010
Private Investment Management Firm June 2014 - Present
Morgan Stanley January 2013 - June 2014
PepsiCo October 2012 - January 2013
State Street Global Services May 2010 - September 2010
Skills
Microsoft Excel, MS Excel Pivot Tables, PowerPoint, Team Leadership, People Skills, Problem Solving, Financial Services, Investor Relations, Hedge Funds, Writing Skills, Volunteering, V Lookups, Group Dynamics
Education
Fairfield University 2008 — 2012
Bachelor of Arts, Economics, Management
Florence University of the Arts 2010 — 2010
Michael Bench Michael Bench's State Street Global Services Experience August 2011 - October 2012
Job Officer Performance and Analytics Manager at State Street
Industry Financial Services
Experience
State Street October 2012 - Present
State Street Global Services August 2011 - October 2012
State Street December 2010 - August 2011
BlackRock March 2009 - September 2010
BlackRock January 2008 - March 2009
BlackRock November 2006 - January 2008
Investors Bank & Trust December 2004 - November 2006
Putnam Investments January 2004 - December 2004
Skills
Fixed Income, Portfolio Management, Equities, Mutual Funds, Securities, Bloomberg, Corporate Actions, Finance, Financial Services, Analysis, Trading, Middle Office, Investments
Education
University of Hartford 1998 — 2003
BS, Marketing
State Street October 2012 - Present
State Street Global Services August 2011 - October 2012
State Street December 2010 - August 2011
BlackRock March 2009 - September 2010
BlackRock January 2008 - March 2009
BlackRock November 2006 - January 2008
Investors Bank & Trust December 2004 - November 2006
Putnam Investments January 2004 - December 2004
Skills
Fixed Income, Portfolio Management, Equities, Mutual Funds, Securities, Bloomberg, Corporate Actions, Finance, Financial Services, Analysis, Trading, Middle Office, Investments
Education
University of Hartford 1998 — 2003
BS, Marketing
Christopher Valois, CFA's State Street Global Services Experience November 2011 - August 2013
Job Securities Finance Analyst at State Street Global Markets
Industry Investment Management
Experience
State Street Global Markets August 2013 - Present
University of Rhode Island January 2011 - Present
Harvard University July 2008 - Present
State Street Global Services November 2011 - August 2013
State Street Global Services September 2007 - November 2011
Citigroup Private Bank February 2007 - September 2007
Bentley College September 2005 - August 2006
Bentley College - Elkin B. McCallum Graduate School of Business September 2005 - August 2006
RamFund - Student Managed Equity Fund - University of Rhode Island June 2004 - December 2004
Skills
Analysis, Fixed Income, Equities, Analytics, VBA, Bloomberg, Financial Modeling, Valuation, Financial Analysis, Economics, Data Analysis, Investments, Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
Master of Science, Finance
University of Rhode Island - College of Business Administration 2000 — 2005
Bachelor's, Finance
CFA Institute
CFA Institute
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
Evan Fowler's State Street Global Services Experience April 2013 - May 2014
Job Partner at SAGA Group, LLC
Industry Accounting
Experience
SAGA Group, LLC June 2014 - Present
State Street Global Services April 2013 - May 2014
Morgan Stanley November 2008 - April 2013
EWM Group, PC July 2005 - November 2008
UBS Wealth Management May 2003 - August 2003
Skills
Real estate accounting, Commercial Real Estate, Auditing, Investments, Mutual Funds, Financial Analysis, CPA, Valuation, Tax, Real Estate, Insurance, Financial Modeling, Budgets, Accounting
Education
The University of Georgia 2007 — 2009
Graduate, Master's of Business Administration
University of Georgia - Terry College of Business 2007 — 2009
MBA, Business Administration
University of South Alabama 2000 — 2005
SAGA Group, LLC June 2014 - Present
State Street Global Services April 2013 - May 2014
Morgan Stanley November 2008 - April 2013
EWM Group, PC July 2005 - November 2008
UBS Wealth Management May 2003 - August 2003
Skills
Real estate accounting, Commercial Real Estate, Auditing, Investments, Mutual Funds, Financial Analysis, CPA, Valuation, Tax, Real Estate, Insurance, Financial Modeling, Budgets, Accounting
Education
The University of Georgia 2007 — 2009
Graduate, Master's of Business Administration
University of Georgia - Terry College of Business 2007 — 2009
MBA, Business Administration
University of South Alabama 2000 — 2005
Ava Schnock's State Street Global Services Experience 1995 - 2003
Job Human Resources at Volpe Center
Industry Hospital & Health Care
Experience
Volpe Center August 2012 - Present
Veterans Healthcare System November 2011 - July 2012
Cambridge College June 2005 - September 2011
State Street Global Services 1995 - 2003
Skills
Research, Program Management, Process Improvement, Leadership, Policy, Strategic Planning, Customer Service, Analysis, Data Analysis, Higher Education, Project Management, Organizational..., PowerPoint, Event Planning, Microsoft Office, Access
Education
Cambridge College 2005 — 2007
Master of Management, General Management
Boston University 1991 — 1995
BA, Psychology
Volpe Center August 2012 - Present
Veterans Healthcare System November 2011 - July 2012
Cambridge College June 2005 - September 2011
State Street Global Services 1995 - 2003
Skills
Research, Program Management, Process Improvement, Leadership, Policy, Strategic Planning, Customer Service, Analysis, Data Analysis, Higher Education, Project Management, Organizational..., PowerPoint, Event Planning, Microsoft Office, Access
Education
Cambridge College 2005 — 2007
Master of Management, General Management
Boston University 1991 — 1995
BA, Psychology
Adam Carlow's State Street Global Services Experience February 2006 - September 2011
Job Alternative Fund Services
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
J.P. Morgan September 2011 - December 2014
State Street Global Services February 2006 - September 2011
Skills
Securities, Corporate Finance, Financial Analysis, Microsoft Excel, Fixed Income, Customer Service, Insurance, Business Analysis, Microsoft Office, Outlook, Sales, Microsoft Word, Accounting, Management, Bloomberg Terminal, SQL, Project Management, Change Management, Business Transformation
Education
Bentley University
BS, Business Management
J.P. Morgan December 2014 - Present
J.P. Morgan September 2011 - December 2014
State Street Global Services February 2006 - September 2011
Skills
Securities, Corporate Finance, Financial Analysis, Microsoft Excel, Fixed Income, Customer Service, Insurance, Business Analysis, Microsoft Office, Outlook, Sales, Microsoft Word, Accounting, Management, Bloomberg Terminal, SQL, Project Management, Change Management, Business Transformation
Education
Bentley University
BS, Business Management
Betty Lo's State Street Global Services Experience June 2011 - May 2012
Job Accounts Payable Clerk at Tufts University
Industry Financial Services
Experience
Tufts University August 2015 - Present
Barefoot Books April 2015 - July 2015
J.P. Morgan October 2012 - November 2013
State Street Bank June 2012 - October 2012
State Street Global Services June 2011 - May 2012
Skills
Analysis, Leadership, Finance, Business Analysis, Bloomberg Terminal, Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, Microsoft Word, Management, Research, Financial Statements, Access, Data Analysis, Bloomberg, Time Management, Budgets, Word, Excel, Writing Skills, QuickBooks, Salesforce.com, PeopleSoft Financial
Education
Suffolk University 2009 — 2012
Bachelor's
Tufts University August 2015 - Present
Barefoot Books April 2015 - July 2015
J.P. Morgan October 2012 - November 2013
State Street Bank June 2012 - October 2012
State Street Global Services June 2011 - May 2012
Skills
Analysis, Leadership, Finance, Business Analysis, Bloomberg Terminal, Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, Microsoft Word, Management, Research, Financial Statements, Access, Data Analysis, Bloomberg, Time Management, Budgets, Word, Excel, Writing Skills, QuickBooks, Salesforce.com, PeopleSoft Financial
Education
Suffolk University 2009 — 2012
Bachelor's
Ralston Queensborough's State Street Global Services Experience 2009 - Present
Job Senior Pricing Analyst at State Street Global Services
Industry Financial Services
Experience
State Street Global Services 2009 - Present
Brown Brothers and Harriman October 2008 - January 2009
State Street Corporation March 2006 - July 2007
State Street Corporation May 2005 - March 2006
Skills
Bloomberg, Fixed Income, Financial Analysis, Equities, Financial Modeling, Mutual Funds, Derivatives, Portfolio Management, Securities, Financial Services, Investments, Pricing, Valuation, Hedge Funds, Forecasting, Finance, Analysis, Risk Management, Asset Management, Business Analysis
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law, 3.8
Umass Amherst 2002 — 2004
Bachelor of Arts (B.A.), Economics
Dean College 2000 — 2002
Associate of Arts (AA), Business/Managerial Economics, 3.0
State Street Global Services 2009 - Present
Brown Brothers and Harriman October 2008 - January 2009
State Street Corporation March 2006 - July 2007
State Street Corporation May 2005 - March 2006
Skills
Bloomberg, Fixed Income, Financial Analysis, Equities, Financial Modeling, Mutual Funds, Derivatives, Portfolio Management, Securities, Financial Services, Investments, Pricing, Valuation, Hedge Funds, Forecasting, Finance, Analysis, Risk Management, Asset Management, Business Analysis
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law, 3.8
Umass Amherst 2002 — 2004
Bachelor of Arts (B.A.), Economics
Dean College 2000 — 2002
Associate of Arts (AA), Business/Managerial Economics, 3.0
Christopher N. Smith, CFA's State Street Global Services Experience June 2008 - October 2010
Job Fixed Income Portfolio Specialist at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management January 2012 - Present
Pioneer Investment Management Inc October 2010 - January 2012
State Street Global Services June 2008 - October 2010
Merrimack College Finance Department October 2007 - June 2008
Putnam Investments June 2005 - September 2005
Skills
Fixed Income, Capital Markets, Finance, Bloomberg, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Microsoft Excel, Equities, Microsoft Office, Financial Services
Education
Merrimack College 2004 — 2008
BS, Finance
Merrimack College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Manulife Asset Management January 2012 - Present
Pioneer Investment Management Inc October 2010 - January 2012
State Street Global Services June 2008 - October 2010
Merrimack College Finance Department October 2007 - June 2008
Putnam Investments June 2005 - September 2005
Skills
Fixed Income, Capital Markets, Finance, Bloomberg, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Microsoft Excel, Equities, Microsoft Office, Financial Services
Education
Merrimack College 2004 — 2008
BS, Finance
Merrimack College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Stephen Crisan's State Street Global Services Experience June 2008 - August 2009
Job Client Service Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2012 - Present
State Street December 2011 - August 2012
State Street Investment Analytics August 2009 - November 2011
State Street Global Services June 2008 - August 2009
State Street Global Services January 2008 - June 2008
State Street Global Services August 2006 - January 2008
Education
Case Western Reserve University 2002 — 2006
Bachelor of Arts, Economics, Accounting, Finance
Wellington Management August 2012 - Present
State Street December 2011 - August 2012
State Street Investment Analytics August 2009 - November 2011
State Street Global Services June 2008 - August 2009
State Street Global Services January 2008 - June 2008
State Street Global Services August 2006 - January 2008
Education
Case Western Reserve University 2002 — 2006
Bachelor of Arts, Economics, Accounting, Finance
Sara Srey's State Street Global Services Experience January 2008 - December 2010
Job Experienced Fund Administrator
Industry Financial Services
Experience
STATE STREET GLOBAL SERVICES January 2008 - December 2010
State Street Bank 2008 - 2010
MELLON FINANCIAL CORPORATION June 2006 - July 2007
REAL ESTATE ACCOUNTING SERVICES June 2004 - May 2006
Education
Suffolk University 1999 — 2006
BSBA, Accounting
Suffolk University
Bachelor of Science, Business Administration, Accounting
STATE STREET GLOBAL SERVICES January 2008 - December 2010
State Street Bank 2008 - 2010
MELLON FINANCIAL CORPORATION June 2006 - July 2007
REAL ESTATE ACCOUNTING SERVICES June 2004 - May 2006
Education
Suffolk University 1999 — 2006
BSBA, Accounting
Suffolk University
Bachelor of Science, Business Administration, Accounting
Lynne Wan's State Street Global Services Experience January 2015 - Present
Job Senior Analyst, Inventory Control Analytics at Scotiabank Global Banking and Markets
Industry Financial Services
Experience
State Street Global Services January 2015 - Present
Scotiabank Global Banking and Markets January 2014 - December 2014
State Street Alternative Investment Solutions July 2011 - January 2014
State Street Alternative Investment Solutions August 2009 - July 2011
State Street Alternative Investment Solutions July 2008 - July 2009
Skills
Fund Accounting, Fund Services, Financial Accounting, Bloomberg, Capital Markets, Alternative Investments, Fixed Income Analysis, Mutual Funds, Loan Servicing, Financial Analysis, Hedge Funds, Securities, Fixed Income, Equities, Financial Services, Corporate Actions
Education
York University - Schulich School of Business 2003 — 2007
International Bachelor of Business Administration, Accounting
Hong Kong University of Science and Technology - School of Business and Management 2006 — 2006
Business
State Street Global Services January 2015 - Present
Scotiabank Global Banking and Markets January 2014 - December 2014
State Street Alternative Investment Solutions July 2011 - January 2014
State Street Alternative Investment Solutions August 2009 - July 2011
State Street Alternative Investment Solutions July 2008 - July 2009
Skills
Fund Accounting, Fund Services, Financial Accounting, Bloomberg, Capital Markets, Alternative Investments, Fixed Income Analysis, Mutual Funds, Loan Servicing, Financial Analysis, Hedge Funds, Securities, Fixed Income, Equities, Financial Services, Corporate Actions
Education
York University - Schulich School of Business 2003 — 2007
International Bachelor of Business Administration, Accounting
Hong Kong University of Science and Technology - School of Business and Management 2006 — 2006
Business