State Street IMS
Description
Address: 46 Discovery #150, Irvine, CA 92618 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (949) 932-3000: Category: : : : Place name: Hours: : Website: : Website: http://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 question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of State Street IMS Posting publicly on the Web Write a review Reviews 2 Google reviews
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State Street IMS Employees
Employee
Years
Job
Industry
Tommy Fermin, CPA Tommy Fermin, CPA's State Street IMS Experience September 2006 - January 2010
Job Manager at Deloitte & Touche LLP
Industry Investment Management
Experience
Deloitte & Touche LLP November 2010 - Present
Grant Thornton LLP January 2010 - October 2010
State Street IMS September 2006 - January 2010
First American Title November 2002 - September 2006
Skills
Asset Management, Alternative Investments, Fixed Income, Equities, Derivatives, Hedge Funds, Fund Of Funds, Offshore Funds, Mutual Funds, Investment Company Act, Valuation, Bloomberg, Trade Operations, Fund Administration, SSAE16, Internal Controls, SOC 1, Financial Reporting, Financial Analysis, SEC reporting, Financial Modeling, Capital Markets, Investments, Audit, Accounting, CPA, Financial Services, Investment Management, US GAAP, SEC filings, Business Valuation, Auditing, Fund Accounting
Education
California State University-Fullerton - Mihaylo College of Business and Economics
MS, Accounting
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
University of California, Irvine
BA, Economics
Deloitte & Touche LLP November 2010 - Present
Grant Thornton LLP January 2010 - October 2010
State Street IMS September 2006 - January 2010
First American Title November 2002 - September 2006
Skills
Asset Management, Alternative Investments, Fixed Income, Equities, Derivatives, Hedge Funds, Fund Of Funds, Offshore Funds, Mutual Funds, Investment Company Act, Valuation, Bloomberg, Trade Operations, Fund Administration, SSAE16, Internal Controls, SOC 1, Financial Reporting, Financial Analysis, SEC reporting, Financial Modeling, Capital Markets, Investments, Audit, Accounting, CPA, Financial Services, Investment Management, US GAAP, SEC filings, Business Valuation, Auditing, Fund Accounting
Education
California State University-Fullerton - Mihaylo College of Business and Economics
MS, Accounting
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
University of California, Irvine
BA, Economics
SAMUEL AHN SAMUEL AHN's State Street IMS Experience June 2002 - January 2005
Job Sr. Investment Reporting Analyst
Industry Financial Services
Experience
Athene Asset Management March 2015 - Present
Athene Asset Management March 2015 - Present
Crescent Capital Group November 2014 - March 2015
Capital Group October 2013 - August 2014
Tradewinds Global Investors, LLC April 2005 - July 2013
State Street IMS June 2002 - January 2005
Wasington Mutual Financial Services Inc. March 2001 - May 2002
E-Dryfus Inc. May 1999 - March 2001
Skills
Trading, Operations Management, Portfolio Performance..., Account Reconciliation, Risk Analysis, Fixed Income, Back Office, Bloomberg, Mutual Funds, Equities, Options, Swaps, Portfolio Management, Investments, Investment Strategies, investment consulting, series 6, 7, 63, Equity Trading, Asset Management, Investment Banking, Financial Risk, Investment Advisory..., Securities, Bonds, FX Options, Investment Management, Finance, ETFs
Education
University of Minnesota-Twin Cities 1997 — 1999
Bachelor's degree, Econometrics and Quantitative Economics
Athene Asset Management March 2015 - Present
Athene Asset Management March 2015 - Present
Crescent Capital Group November 2014 - March 2015
Capital Group October 2013 - August 2014
Tradewinds Global Investors, LLC April 2005 - July 2013
State Street IMS June 2002 - January 2005
Wasington Mutual Financial Services Inc. March 2001 - May 2002
E-Dryfus Inc. May 1999 - March 2001
Skills
Trading, Operations Management, Portfolio Performance..., Account Reconciliation, Risk Analysis, Fixed Income, Back Office, Bloomberg, Mutual Funds, Equities, Options, Swaps, Portfolio Management, Investments, Investment Strategies, investment consulting, series 6, 7, 63, Equity Trading, Asset Management, Investment Banking, Financial Risk, Investment Advisory..., Securities, Bonds, FX Options, Investment Management, Finance, ETFs
Education
University of Minnesota-Twin Cities 1997 — 1999
Bachelor's degree, Econometrics and Quantitative Economics
Philip Le Tai Philip Le Tai's State Street IMS Experience October 2007 - November 2010
Job Analyst at Oaktree Capital Management, L.P.
Industry Investment Management
Experience
Oaktree Capital Management, L.P. July 2015 - Present
The TCW Group December 2013 - July 2015
The TCW Group December 2010 - November 2013
State Street IMS October 2007 - November 2010
Skills
Bloomberg, Mutual Funds, Series 7, Fixed Income, Equities, Derivatives, Investments, Salesforce.com, Corporate Actions, Middle Office, FX Options, FX, Alternative Investments, Settlement, Investment Operations, Asset Management, Hedge Funds, Trade Compliance, Swaps, Back Office, Bloomberg Terminal, Bonds, Euroclear, Securities, DTC, ISDA, MBS, ABS, WSO (Wall Street Office), Markit, Emerging Markets, Asset Set-up, Bank Loans, Money Market, Futures, Options, Municipal Bonds, US Treasuries, CMBS, Structured Products, Investment Strategies, Investment Advisory, Zephyr, Series 63, Series 65, Separately Managed..., Registered Investment..., Finance
Education
California State Polytechnic University-Pomona 2002 — 2007
Bachelor of Science, College of Finance, Real Estate, & Law: Emphasis in Finance
Oaktree Capital Management, L.P. July 2015 - Present
The TCW Group December 2013 - July 2015
The TCW Group December 2010 - November 2013
State Street IMS October 2007 - November 2010
Skills
Bloomberg, Mutual Funds, Series 7, Fixed Income, Equities, Derivatives, Investments, Salesforce.com, Corporate Actions, Middle Office, FX Options, FX, Alternative Investments, Settlement, Investment Operations, Asset Management, Hedge Funds, Trade Compliance, Swaps, Back Office, Bloomberg Terminal, Bonds, Euroclear, Securities, DTC, ISDA, MBS, ABS, WSO (Wall Street Office), Markit, Emerging Markets, Asset Set-up, Bank Loans, Money Market, Futures, Options, Municipal Bonds, US Treasuries, CMBS, Structured Products, Investment Strategies, Investment Advisory, Zephyr, Series 63, Series 65, Separately Managed..., Registered Investment..., Finance
Education
California State Polytechnic University-Pomona 2002 — 2007
Bachelor of Science, College of Finance, Real Estate, & Law: Emphasis in Finance
Sean Klein Sean Klein's State Street IMS Experience July 2007 - November 2007
Job
Industry Financial Services
Experience
Morgan Stanley Investment Management November 2007 - November 2014
State Street IMS July 2007 - November 2007
Interactive Brokers June 2004 - March 2007
Skills
Derivatives, Project Management, PMP, Portfolio Management, Risk Management, Asset Management, Equities, Fixed Income, Investments, Financial Services, Financial Modeling, Capital Markets, FX Trading, Futures Trading, Options, Swaps, Change Management, Business Transformation, Process Automation
Education
La Salle University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Morgan Stanley Investment Management November 2007 - November 2014
State Street IMS July 2007 - November 2007
Interactive Brokers June 2004 - March 2007
Skills
Derivatives, Project Management, PMP, Portfolio Management, Risk Management, Asset Management, Equities, Fixed Income, Investments, Financial Services, Financial Modeling, Capital Markets, FX Trading, Futures Trading, Options, Swaps, Change Management, Business Transformation, Process Automation
Education
La Salle University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Shamini Patel Shamini Patel's State Street IMS Experience September 2004 - March 2006
Job Health and Marketing Analyst at Livingstone Home Health Services
Industry Hospital & Health Care
Experience
Livingstone Home Health Services, Inc January 2008 - Present
Indymac Bank March 2006 - October 2007
State Street, IMS September 2004 - March 2006
Skills
Windows & Mac operating..., Microsoft Office, Financial Analysis, Financial Reporting, Financial Planning, Financial Projection, Databases, Financial Forecasting, Flexibility, Highly motivated..., Goal Oriented, Efficiency, Multitasking Skills, Enjoys a challenge
Education
University of California, Los Angeles 2011 — 2012
Certificate, Corporate Finance
California State University-Fullerton
Bachelor of Arts, Business Administration; Finance
Livingstone Home Health Services, Inc January 2008 - Present
Indymac Bank March 2006 - October 2007
State Street, IMS September 2004 - March 2006
Skills
Windows & Mac operating..., Microsoft Office, Financial Analysis, Financial Reporting, Financial Planning, Financial Projection, Databases, Financial Forecasting, Flexibility, Highly motivated..., Goal Oriented, Efficiency, Multitasking Skills, Enjoys a challenge
Education
University of California, Los Angeles 2011 — 2012
Certificate, Corporate Finance
California State University-Fullerton
Bachelor of Arts, Business Administration; Finance
Josh Dang Josh Dang's State Street IMS Experience August 2011 - October 2012
Job Sr. Systems Engineer at loanDepot
Industry Information Technology and Services
Experience
loanDepot June 2013 - Present
Wells Fargo Dealer Services January 2013 - June 2013
State Street IMS August 2011 - October 2012
Certain Software, Inc November 2010 - August 2011
Buy.com September 2007 - November 2010
Ameriquest Mortgage Company August 2003 - May 2007
Interwoven, Inc March 2000 - May 2003
Skills
Active Directory, Servers, VMware, Disaster Recovery, Microsoft Exchange, DNS, DHCP, Data Center, Operating Systems, TCP/IP, SAN, Network Administration
Education
University of California, Riverside 1990 — 1995
BS, Environmental Science
loanDepot June 2013 - Present
Wells Fargo Dealer Services January 2013 - June 2013
State Street IMS August 2011 - October 2012
Certain Software, Inc November 2010 - August 2011
Buy.com September 2007 - November 2010
Ameriquest Mortgage Company August 2003 - May 2007
Interwoven, Inc March 2000 - May 2003
Skills
Active Directory, Servers, VMware, Disaster Recovery, Microsoft Exchange, DNS, DHCP, Data Center, Operating Systems, TCP/IP, SAN, Network Administration
Education
University of California, Riverside 1990 — 1995
BS, Environmental Science
Christen Ahmad's State Street IMS Experience February 2010 - Present
Job Bank Loans Manager, Officer
Industry Investment Management
Experience
State Street September 2015 - Present
State Street IMS February 2010 - Present
State Street November 2008 - February 2010
Law Office of Connors & Bliss and Law Office of Leonard M. Singer 2007 - 2008
Nicole H Boudreau, MD pc 2006 - 2007
Skills
Offshore Management, Client Communication, Quality Auditing, Operational Oversight, Project Planning, Email Management, Issues Resolution, Cash Break Resolution, Staff Training, Research, Alternative Investments, Conflict Resolution, Mutual Funds, Equities
Education
Boston University 2004 — 2008
BA, Economics
State Street September 2015 - Present
State Street IMS February 2010 - Present
State Street November 2008 - February 2010
Law Office of Connors & Bliss and Law Office of Leonard M. Singer 2007 - 2008
Nicole H Boudreau, MD pc 2006 - 2007
Skills
Offshore Management, Client Communication, Quality Auditing, Operational Oversight, Project Planning, Email Management, Issues Resolution, Cash Break Resolution, Staff Training, Research, Alternative Investments, Conflict Resolution, Mutual Funds, Equities
Education
Boston University 2004 — 2008
BA, Economics
Daniel K. Bailey Daniel K. Bailey's State Street IMS Experience August 2007 - August 2008
Job Senior Manager of Corporate Actions
Industry Financial Services
Experience
Citigroup November 2009 - Present
NJDOL 2008 - 2009
State Street IMS August 2007 - August 2008
ING Direct, fsb. July 2005 - May 2007
PNC January 2001 - July 2005
PNC March 1997 - February 2001
Corestates Bank N.A. September 1994 - March 1997
BHC Securities Inc 1993 - 1994
Skills
Back Office, Middle Office, Settlement, Corporate Actions, Securities, Reconciliations, Cash, Settlements, SWIFT, Equities, Options, Account Reconciliation, Fixed Income, Financial Services, Portfolio Management, Banking, Business Analysis, Mutual Funds, SWIFT payments, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts (BA), Economics
Camden County College 2004 — 2012
Accounting, Computer Science
Rutgers, The State University of New Jersey-Camden 1986 — 1987
Engineering
Haddon Township HS 1981 — 1986
HS
Cranbrook College 1981 — 1982
Cumnor House 1976 — 1981
Citigroup November 2009 - Present
NJDOL 2008 - 2009
State Street IMS August 2007 - August 2008
ING Direct, fsb. July 2005 - May 2007
PNC January 2001 - July 2005
PNC March 1997 - February 2001
Corestates Bank N.A. September 1994 - March 1997
BHC Securities Inc 1993 - 1994
Skills
Back Office, Middle Office, Settlement, Corporate Actions, Securities, Reconciliations, Cash, Settlements, SWIFT, Equities, Options, Account Reconciliation, Fixed Income, Financial Services, Portfolio Management, Banking, Business Analysis, Mutual Funds, SWIFT payments, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts (BA), Economics
Camden County College 2004 — 2012
Accounting, Computer Science
Rutgers, The State University of New Jersey-Camden 1986 — 1987
Engineering
Haddon Township HS 1981 — 1986
HS
Cranbrook College 1981 — 1982
Cumnor House 1976 — 1981
Lisa Wingebach Lisa Wingebach's State Street IMS Experience August 2002 - December 2005
Job Client Account Transitions Specialist at Western Asset Management
Industry Financial Services
Experience
Western Asset Management June 2014 - Present
Northern Trust January 2006 - May 2014
State Street IMS August 2002 - December 2005
Banc of America Securities June 2000 - March 2001
Montgomery Securities January 1999 - June 2000
Skills
Fixed Income, Equities, Financial Services, Microsoft Excel, VBA, Asset Managment, Middle Office, Mutual Funds, Securities, Back Office, Global Custody, Risk Management, Hedge Funds, Business Analysis, Bloomberg, Asset Management, Corporate Actions, Trading Systems, Wealth Management, Alternative Investments, Settlement, Derivatives, Options, Trading, Electronic Trading, Bonds, Investment Management, Capital Markets
Education
University of California, Davis 1994 — 1998
B.A., Spanish & Communications
Universidad de Granada 1996 — 1997
Western Asset Management June 2014 - Present
Northern Trust January 2006 - May 2014
State Street IMS August 2002 - December 2005
Banc of America Securities June 2000 - March 2001
Montgomery Securities January 1999 - June 2000
Skills
Fixed Income, Equities, Financial Services, Microsoft Excel, VBA, Asset Managment, Middle Office, Mutual Funds, Securities, Back Office, Global Custody, Risk Management, Hedge Funds, Business Analysis, Bloomberg, Asset Management, Corporate Actions, Trading Systems, Wealth Management, Alternative Investments, Settlement, Derivatives, Options, Trading, Electronic Trading, Bonds, Investment Management, Capital Markets
Education
University of California, Davis 1994 — 1998
B.A., Spanish & Communications
Universidad de Granada 1996 — 1997
David Lown's State Street IMS Experience May 2014 - July 2014
Job Hedge Fund Analyst Intern at RWR Investments
Industry Financial Services
Experience
RWR Investments September 2015 - Present
Golub Capital June 2015 - Present
Boulevard Investment Group April 2015 - Present
Boulevard Investment Group October 2014 - April 2015
State Street IMS May 2014 - July 2014
State Street IMS May 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Business Communications, Social Media, Corporate Finance, Capital Markets, Asset Management, Financial Services, Collateral Management, Swaps, Derivatives, Securities, Leadership, Customer Service, Public Speaking, Microsoft Word, Research, Equity Research, Investments, Access
Education
SMU 2012 — 2016
B.S.F.A, Economics with Financial Applications Specialization
RWR Investments September 2015 - Present
Golub Capital June 2015 - Present
Boulevard Investment Group April 2015 - Present
Boulevard Investment Group October 2014 - April 2015
State Street IMS May 2014 - July 2014
State Street IMS May 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Business Communications, Social Media, Corporate Finance, Capital Markets, Asset Management, Financial Services, Collateral Management, Swaps, Derivatives, Securities, Leadership, Customer Service, Public Speaking, Microsoft Word, Research, Equity Research, Investments, Access
Education
SMU 2012 — 2016
B.S.F.A, Economics with Financial Applications Specialization
Jonathan Tanner Jonathan Tanner's State Street IMS Experience November 2009 - April 2011
Job Senior Securities Pricing Analyst Enterprise Operations Division Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation September 2012 - Present
State Street IMS November 2009 - April 2011
State Street December 2003 - November 2009
Skills
Bloomberg, Microsoft Excel, Lotus Notes, Microsoft Word, Reuters, PDI, S&P, FTP, Enterprise Software, Fixed Income, Mutual Funds, Bloomberg Terminal, Equities, Municipal Bonds, Corporate Actions, Securities, Financial Services, Finance, Derivatives
Education
University of Rhode Island 2000 — 2003
Bachelors, Journalism, Political Science
Richmond, The American International University in London 2002 — 2002
Political Science
Northern Trust Corporation September 2012 - Present
State Street IMS November 2009 - April 2011
State Street December 2003 - November 2009
Skills
Bloomberg, Microsoft Excel, Lotus Notes, Microsoft Word, Reuters, PDI, S&P, FTP, Enterprise Software, Fixed Income, Mutual Funds, Bloomberg Terminal, Equities, Municipal Bonds, Corporate Actions, Securities, Financial Services, Finance, Derivatives
Education
University of Rhode Island 2000 — 2003
Bachelors, Journalism, Political Science
Richmond, The American International University in London 2002 — 2002
Political Science
Franky Handra Franky Handra's State Street IMS Experience May 2007 - June 2011
Job M.B.A. | Marketing Strategy Analyst
Industry Automotive
Experience
Mazda North American Operations May 2014 - Present
Mazda North American Operations July 2012 - April 2014
State Street IMS May 2007 - June 2011
YMCA Japan - Shinwa Girl's High School September 2004 - March 2007
Target September 2002 - February 2003
Skills
Financial Analysis, Cross-functional Team..., Data Analysis, Microsoft Excel, Budgets, Project Management, Process Improvement, Strategic Planning, Financial Modeling, Competitive Analysis, Forecasting, Market Research, PowerPoint, Marketing, Business Strategy, Leadership, Microsoft Office, Marketing Strategy, Team Leadership, Event Planning, Japanese culture, Japanese business..., Japanese, Bahasa Indonesia, Training, Finance, Sales, Program Management, Accounting, Public Speaking, Time Management
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA, Business, 3.64
California State University-Fullerton - College of Business and Economics 1997 — 2002
Bachelor of Arts, International Business & Japanese, 3.79
Mazda North American Operations May 2014 - Present
Mazda North American Operations July 2012 - April 2014
State Street IMS May 2007 - June 2011
YMCA Japan - Shinwa Girl's High School September 2004 - March 2007
Target September 2002 - February 2003
Skills
Financial Analysis, Cross-functional Team..., Data Analysis, Microsoft Excel, Budgets, Project Management, Process Improvement, Strategic Planning, Financial Modeling, Competitive Analysis, Forecasting, Market Research, PowerPoint, Marketing, Business Strategy, Leadership, Microsoft Office, Marketing Strategy, Team Leadership, Event Planning, Japanese culture, Japanese business..., Japanese, Bahasa Indonesia, Training, Finance, Sales, Program Management, Accounting, Public Speaking, Time Management
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA, Business, 3.64
California State University-Fullerton - College of Business and Economics 1997 — 2002
Bachelor of Arts, International Business & Japanese, 3.79
Thomas J. (T.J.) Kopkash II Thomas J. (T.J.) Kopkash II's State Street IMS Experience August 2000 - September 2013
Job Investment Manager Investment Operations Manager
Industry Investment Management
Experience
CalPERS September 2013 - Present
State Street IMS August 2000 - September 2013
PIMCO April 1999 - August 2000
Skills
Trading, Investments, Mutual Funds, Middle Office, Settlement, Fixed Income, Securities, Investment Management, Equities, Derivatives, Bonds, Asset Management, Financial Services, Back Office, Asset Allocation, Fund Of Funds, Electronic Trading, Global Custody, Management, Investment Strategies, Banking, Relationship Management, Cash Management, Bloomberg, Portfolio Management, Corporate Actions, Wealth Management
Education
University of Arizona 1994 — 1998
BS, Finance
University of Western Australia 1998 — 1998
BS, Finance
CalPERS September 2013 - Present
State Street IMS August 2000 - September 2013
PIMCO April 1999 - August 2000
Skills
Trading, Investments, Mutual Funds, Middle Office, Settlement, Fixed Income, Securities, Investment Management, Equities, Derivatives, Bonds, Asset Management, Financial Services, Back Office, Asset Allocation, Fund Of Funds, Electronic Trading, Global Custody, Management, Investment Strategies, Banking, Relationship Management, Cash Management, Bloomberg, Portfolio Management, Corporate Actions, Wealth Management
Education
University of Arizona 1994 — 1998
BS, Finance
University of Western Australia 1998 — 1998
BS, Finance
Tu (Tim) Pham's State Street IMS Experience November 2003 - December 2004
Job Caterer
Industry Restaurants
Experience
Top Catering January 2013 - Present
Clayton Fixed Income Services December 2004 - August 2007
State Street IMS November 2003 - December 2004
Western Asset Management May 2002 - November 2003
PIMCO/State Street IMS April 2000 - May 2002
Skills
Data Analysis, Process Improvement, Management, Accounting, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Research, Financial Analysis, Leadership, Event Planning, Hospitality, Social Media, Analysis, Catering, Guest Service Management, Event Management, Wedding Planning
Education
University of California, Irvine 1993 — 1998
Bachelor of Science (BS), Biology, General
Top Catering January 2013 - Present
Clayton Fixed Income Services December 2004 - August 2007
State Street IMS November 2003 - December 2004
Western Asset Management May 2002 - November 2003
PIMCO/State Street IMS April 2000 - May 2002
Skills
Data Analysis, Process Improvement, Management, Accounting, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Research, Financial Analysis, Leadership, Event Planning, Hospitality, Social Media, Analysis, Catering, Guest Service Management, Event Management, Wedding Planning
Education
University of California, Irvine 1993 — 1998
Bachelor of Science (BS), Biology, General
Christian A. Green, CFA Christian A. Green, CFA's State Street IMS Experience 2008 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
State Street IMS 2008 - 2011
United Behavioral Health 2007 - 2008
United Behavioral Health 2006 - 2007
Skills
Derivatives, Bloomberg, Equities, Fixed Income, Portfolio Management, Swaps, Microsoft Excel, Financial Modeling, Finance, Commodity, Foreign Exchange, Securities, Mutual Funds, Financial Services
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts, Psychology, Global Peace and Security
Edison High School
State Street IMS 2008 - 2011
United Behavioral Health 2007 - 2008
United Behavioral Health 2006 - 2007
Skills
Derivatives, Bloomberg, Equities, Fixed Income, Portfolio Management, Swaps, Microsoft Excel, Financial Modeling, Finance, Commodity, Foreign Exchange, Securities, Mutual Funds, Financial Services
Education
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts, Psychology, Global Peace and Security
Edison High School
Wayne Han's State Street IMS Experience August 2007 - Present
Job
Industry Financial Services
Experience
State Street IMS August 2007 - Present
State Street IMS March 2006 - August 2007
Argent Mortgage July 2005 - January 2006
Skills
Fixed Income, Bloomberg, Derivatives, Pricing, Excel, Options, Process Improvement, Business Analysis, Banking, Investments, Analytics
Education
University of California, Los Angeles 1999 — 2004
Bachelor of Science
State Street IMS August 2007 - Present
State Street IMS March 2006 - August 2007
Argent Mortgage July 2005 - January 2006
Skills
Fixed Income, Bloomberg, Derivatives, Pricing, Excel, Options, Process Improvement, Business Analysis, Banking, Investments, Analytics
Education
University of California, Los Angeles 1999 — 2004
Bachelor of Science
Stephanie Tseng's State Street IMS Experience February 2003 - September 2003
Job SVP / Credit Administration Manager at Grandpoint Bank
Industry Banking
Experience
Grandpoint Bank September 2013 - Present
Grandpoint Bank March 2010 - September 2013
Sumitomo Mitsui Banking Corporation December 2007 - March 2009
Preferred Bank May 2007 - December 2007
Far East National Bank August 2005 - May 2007
Far East National Bank September 2003 - August 2005
State Street IMS February 2003 - September 2003
Skills
Banking, Business Process..., Cash Management, Commercial Banking, Commercial Lending, Commercial Real Estate, Credit, Credit Analysis, Finance, Financial Analysis, Financial Risk, Leveraged Finance, Loans, New Business Development, Portfolio Management, Underwriting, Financial Modeling, Risk Management
Education
University of Washington 2014 — 2016
Pacific Coast Banking School
University of Southern California - Marshall School of Business 2005 — 2008
MBA, Corporate Finance / Real Estate Finance
University of California, Irvine 1999 — 2003
BA, Economics / Minor: Management
Grandpoint Bank September 2013 - Present
Grandpoint Bank March 2010 - September 2013
Sumitomo Mitsui Banking Corporation December 2007 - March 2009
Preferred Bank May 2007 - December 2007
Far East National Bank August 2005 - May 2007
Far East National Bank September 2003 - August 2005
State Street IMS February 2003 - September 2003
Skills
Banking, Business Process..., Cash Management, Commercial Banking, Commercial Lending, Commercial Real Estate, Credit, Credit Analysis, Finance, Financial Analysis, Financial Risk, Leveraged Finance, Loans, New Business Development, Portfolio Management, Underwriting, Financial Modeling, Risk Management
Education
University of Washington 2014 — 2016
Pacific Coast Banking School
University of Southern California - Marshall School of Business 2005 — 2008
MBA, Corporate Finance / Real Estate Finance
University of California, Irvine 1999 — 2003
BA, Economics / Minor: Management
Mark Ricketts's State Street IMS Experience January 2008 - April 2011
Job Senior Agile Transformation Program Manager / Scrum Master at Barclaycard
Industry Financial Services
Experience
Barclaycard / Entech December 2014 - Present
JPMorgan Chase September 2012 - December 2014
Wells Fargo May 2012 - August 2012
Urban Health Initiative Inc./Urban Solution Inc. April 2011 - May 2012
State Street IMS January 2008 - April 2011
Metro Dwellings LLC September 2006 - December 2008
Deutsche Bank Securities 2003 - 2006
Lehman Brothers 1999 - 2003
Skills
Certified Scrum Master...
Education
City University of New York City College 1992 — 2000
BA, Economics
City University of New York City College 1990 — 2000
economics
Cornwall College
Cornwall College
Barclaycard / Entech December 2014 - Present
JPMorgan Chase September 2012 - December 2014
Wells Fargo May 2012 - August 2012
Urban Health Initiative Inc./Urban Solution Inc. April 2011 - May 2012
State Street IMS January 2008 - April 2011
Metro Dwellings LLC September 2006 - December 2008
Deutsche Bank Securities 2003 - 2006
Lehman Brothers 1999 - 2003
Skills
Certified Scrum Master...
Education
City University of New York City College 1992 — 2000
BA, Economics
City University of New York City College 1990 — 2000
economics
Cornwall College
Cornwall College
Fred Dageforde's State Street IMS Experience March 2013 - Present
Job AVP, Trade Operations at State Street IMS
Industry Financial Services
Experience
State Street IMS March 2013 - Present
State Street IMS August 2010 - March 2013
State Street IMS January 2004 - November 2010
Litho Development & Research 1995 - 1997
Skills
Fixed Income, Equities, Bloomberg Terminal, Foreign Exchange, Bloomberg, Middle Office, Trading, Swaps, Derivatives, Project Management, Six Sigma, Management, Bonds, Corporate Actions, Back Office, Credit Derivatives, Asset Management, CDS, Interest Rate..., Interest Rate Swaps, Collateral Management, CTM, Omgeo Oasys, FX Connect, GTSS, System Requirements, Settlement, Securities, Mutual Funds, FX Options, Options, Investment Management, Financial Services, Equity Derivatives, Emerging Markets, Relationship Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2003
State Street IMS March 2013 - Present
State Street IMS August 2010 - March 2013
State Street IMS January 2004 - November 2010
Litho Development & Research 1995 - 1997
Skills
Fixed Income, Equities, Bloomberg Terminal, Foreign Exchange, Bloomberg, Middle Office, Trading, Swaps, Derivatives, Project Management, Six Sigma, Management, Bonds, Corporate Actions, Back Office, Credit Derivatives, Asset Management, CDS, Interest Rate..., Interest Rate Swaps, Collateral Management, CTM, Omgeo Oasys, FX Connect, GTSS, System Requirements, Settlement, Securities, Mutual Funds, FX Options, Options, Investment Management, Financial Services, Equity Derivatives, Emerging Markets, Relationship Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2003
Ed Matuga's State Street IMS Experience March 2010 - Present
Job Vice President OTC Derivative & Collateral Management at State Street IMS
Industry Investment Management
Experience
State Street IMS March 2010 - Present
State Street IMS March 2008 - March 2010
State Street IMS January 2007 - March 2008
State Street IMS March 2005 - January 2007
State Street IMS August 2004 - November 2005
State Street IMS May 2004 - March 2005
State Street IMS May 2002 - May 2004
Y-Pedal 2002 - 2004
Skills
Collateral Management, Middle Office, Derivative Operations, Fixed Income, Bloomberg, Derivatives, Equities, Securities, Hedge Funds, Mutual Funds, Bonds, Swaps, Asset Management, Options, Corporate Actions, Alternative Investments, Back Office, Financial Services, Settlement, Trading, Capital Markets, Credit Derivatives
Education
University of California, Santa Barbara 1997 — 2001
Bachelor's degree, Economics
State Street IMS March 2010 - Present
State Street IMS March 2008 - March 2010
State Street IMS January 2007 - March 2008
State Street IMS March 2005 - January 2007
State Street IMS August 2004 - November 2005
State Street IMS May 2004 - March 2005
State Street IMS May 2002 - May 2004
Y-Pedal 2002 - 2004
Skills
Collateral Management, Middle Office, Derivative Operations, Fixed Income, Bloomberg, Derivatives, Equities, Securities, Hedge Funds, Mutual Funds, Bonds, Swaps, Asset Management, Options, Corporate Actions, Alternative Investments, Back Office, Financial Services, Settlement, Trading, Capital Markets, Credit Derivatives
Education
University of California, Santa Barbara 1997 — 2001
Bachelor's degree, Economics
Robert Tye's State Street IMS Experience May 2005 - October 2007
Job VP, Investment Systems Analyst at Mellon Capital Management
Industry Investment Management
Experience
Mellon Capital October 2012 - Present
Mellon Capital Management November 2009 - October 2012
Mellon Capital Management February 2008 - November 2009
State Street IMS May 2005 - October 2007
Skills
Portia, Swaps, Bloomberg, Trading Systems, Back Office, Derivatives, Fixed Income, Asset Allocation, Portfolio Management, VBA, Asset Management, Credit Derivatives, Equities, Hedge Funds, Investment Management, Options
Education
University of California, Los Angeles 1999 — 2003
Bachelor's of Science, Mechanical Engineering
Sacred Heart Cathedral Preparatory 1994 — 1998
Mellon Capital October 2012 - Present
Mellon Capital Management November 2009 - October 2012
Mellon Capital Management February 2008 - November 2009
State Street IMS May 2005 - October 2007
Skills
Portia, Swaps, Bloomberg, Trading Systems, Back Office, Derivatives, Fixed Income, Asset Allocation, Portfolio Management, VBA, Asset Management, Credit Derivatives, Equities, Hedge Funds, Investment Management, Options
Education
University of California, Los Angeles 1999 — 2003
Bachelor's of Science, Mechanical Engineering
Sacred Heart Cathedral Preparatory 1994 — 1998
Brownson, David's State Street IMS Experience 2004 - Present
Job Vice President at State Street IMS / PIMCO
Industry Financial Services
Experience
State Street IMS / PIMCO January 2004 - Present
State Street IMS 2004 - Present
Skills
Fixed Income, Corporate Actions, Equities, Bloomberg, Securities, Mutual Funds, Financial Services, Derivatives, Asset Management, Investments
Education
Pepperdine University 1997 — 2001
Bachelor of Science (B.S.), International Business
State Street IMS / PIMCO January 2004 - Present
State Street IMS 2004 - Present
Skills
Fixed Income, Corporate Actions, Equities, Bloomberg, Securities, Mutual Funds, Financial Services, Derivatives, Asset Management, Investments
Education
Pepperdine University 1997 — 2001
Bachelor of Science (B.S.), International Business
Evan Cathey's State Street IMS Experience July 2004 - November 2005
Job Supervisor at PIMCO
Industry Investment Management
Experience
PIMCO April 2008 - Present
Pacific Alternative Asset Management Company January 2006 - April 2008
State Street IMS July 2004 - November 2005
Skills
Financial Reporting, Securities, Bonds, Derivatives, Alternative Investments, Asset Management, Mutual Funds, Investments, Hedge Funds, Accounting, Due Diligence, Analysis
Education
University of California, Riverside 2000 — 2004
Bachelor of Arts (B.A.), Economics
PIMCO April 2008 - Present
Pacific Alternative Asset Management Company January 2006 - April 2008
State Street IMS July 2004 - November 2005
Skills
Financial Reporting, Securities, Bonds, Derivatives, Alternative Investments, Asset Management, Mutual Funds, Investments, Hedge Funds, Accounting, Due Diligence, Analysis
Education
University of California, Riverside 2000 — 2004
Bachelor of Arts (B.A.), Economics
Beth Cesari's State Street IMS Experience December 2007 - Present
Job VP at State Street IMS West
Industry Financial Services
Experience
State Street IMS December 2007 - Present
State Street IMS West 2004 - 2007
Skills
Management, Equities, Derivatives, Fixed Income, Mutual Funds, Bloomberg, Securities, Financial Services, Hedge Funds, Vendor Management, Asset Management, Investments
Education
University of Delaware 1990 — 1994
State Street IMS December 2007 - Present
State Street IMS West 2004 - 2007
Skills
Management, Equities, Derivatives, Fixed Income, Mutual Funds, Bloomberg, Securities, Financial Services, Hedge Funds, Vendor Management, Asset Management, Investments
Education
University of Delaware 1990 — 1994
Eddie Kim's State Street IMS Experience 1997 - 2006
Job IT Manager at Holthouse Carlin & Van Trigt LLP
Industry Information Technology and Services
Experience
Holthouse Carlin & Van Trigt LLP August 2008 - Present
Bristol Park Medical Group October 2006 - August 2008
State Street 2000 - 2006
State Street IMS 1997 - 2006
PIMCO 1997 - 2000
Skills
Process Improvement, Citrix, Disaster Recovery, Microsoft Office, Visio, Vendor Management, Active Directory, Microsoft Excel, SharePoint, Software Documentation, Project Management, SDLC, System Administration, Data Center, Sarbanes-Oxley Act, ITIL, Microsoft Exchange, Hyper-V, VMware Infrastructure, IT Infrastructure..., Network Administration, Microsoft RDS, Microsoft Server..., Sonicwall Administration
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2005
MBA, Information Systems Specialist
University of California, Irvine 1992 — 1997
Holthouse Carlin & Van Trigt LLP August 2008 - Present
Bristol Park Medical Group October 2006 - August 2008
State Street 2000 - 2006
State Street IMS 1997 - 2006
PIMCO 1997 - 2000
Skills
Process Improvement, Citrix, Disaster Recovery, Microsoft Office, Visio, Vendor Management, Active Directory, Microsoft Excel, SharePoint, Software Documentation, Project Management, SDLC, System Administration, Data Center, Sarbanes-Oxley Act, ITIL, Microsoft Exchange, Hyper-V, VMware Infrastructure, IT Infrastructure..., Network Administration, Microsoft RDS, Microsoft Server..., Sonicwall Administration
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2005
MBA, Information Systems Specialist
University of California, Irvine 1992 — 1997
Brian Ugale's State Street IMS Experience 2005 - 2006
Job Senior Pricing Associate | Pricing Specialist | Operations and Business Controls | Fixed Income and Derivative Analyst
Industry Investment Management
Experience
State Street Bank, Investment Manager Solutions 2006 - 2011
State Street IMS 2005 - 2006
People's Choice Home Loan, Inc 2005 - 2005
Education
University of California, Riverside 1999 — 2003
Bachelor of Arts, Business Economics
State Street Bank, Investment Manager Solutions 2006 - 2011
State Street IMS 2005 - 2006
People's Choice Home Loan, Inc 2005 - 2005
Education
University of California, Riverside 1999 — 2003
Bachelor of Arts, Business Economics
Steve Eisman's State Street IMS Experience November 2002 - November 2005
Job Strategy Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo March 2012 - Present
Walt Disney Company September 2008 - March 2012
XRoads Solutions Group May 2006 - May 2008
State Street IMS November 2002 - November 2005
Skills
Forecasting, General Ledger, Financial Modeling, Trend Analysis, Accruals, Account Reconciliation, Financial Analysis, Budgeting, Cash Flow, Valuation, Journal Entries, Financial Reporting, Accounting, Reconciliation, Excel, Strategic Planning, Analysis, Corporate Finance, Analytics, Budgets, Microsoft Excel, Financial Accounting, Strategic Financial...
Education
University of Southern California - Marshall School of Business 2010 — 2013
Master, Business Administration, 3.8
University of California, Santa Cruz 1998 — 2002
Bachelor of Arts, Business Management Economics
Notre Dame High School
Wells Fargo July 2013 - Present
Wells Fargo March 2012 - Present
Walt Disney Company September 2008 - March 2012
XRoads Solutions Group May 2006 - May 2008
State Street IMS November 2002 - November 2005
Skills
Forecasting, General Ledger, Financial Modeling, Trend Analysis, Accruals, Account Reconciliation, Financial Analysis, Budgeting, Cash Flow, Valuation, Journal Entries, Financial Reporting, Accounting, Reconciliation, Excel, Strategic Planning, Analysis, Corporate Finance, Analytics, Budgets, Microsoft Excel, Financial Accounting, Strategic Financial...
Education
University of Southern California - Marshall School of Business 2010 — 2013
Master, Business Administration, 3.8
University of California, Santa Cruz 1998 — 2002
Bachelor of Arts, Business Management Economics
Notre Dame High School
Mark Paschal's State Street IMS Experience January 2001 - January 2002
Job Bar Manager at The Brass Ring
Industry Restaurants
Experience
The Brass Ring August 2014 - Present
UC Santa Cruz September 2008 - Present
UC Santa Cruz April 2012 - June 2012
Graduate Professional Student Center @ Yale January 2005 - January 2008
Canavan Couriers May 2005 - September 2005
Blue Coffee Company January 2004 - January 2005
Hollywood Trading Co @ Fred Segal January 2003 - January 2004
State Street IMS January 2001 - January 2002
Virgin Megastore January 1999 - January 2001
The Harbor Church January 1998 - January 1999
Skills
Higher Education, Teaching, History, Research, Academic Writing, Community Outreach, Grant Writing, University Teaching, Tutoring, Public Speaking, Editing, Nonprofits, Program Development
Education
University of California, Santa Cruz 2008 — 2014
Doctor of Philosophy (Ph.D.), Higher Education
Yale Divinity School, Yale University 2005 — 2008
Master's degree, Philosophy of Religion
Vanguard University of Southern California 1996 — 2000
Bachelor of Arts, Religion, A
The Brass Ring August 2014 - Present
UC Santa Cruz September 2008 - Present
UC Santa Cruz April 2012 - June 2012
Graduate Professional Student Center @ Yale January 2005 - January 2008
Canavan Couriers May 2005 - September 2005
Blue Coffee Company January 2004 - January 2005
Hollywood Trading Co @ Fred Segal January 2003 - January 2004
State Street IMS January 2001 - January 2002
Virgin Megastore January 1999 - January 2001
The Harbor Church January 1998 - January 1999
Skills
Higher Education, Teaching, History, Research, Academic Writing, Community Outreach, Grant Writing, University Teaching, Tutoring, Public Speaking, Editing, Nonprofits, Program Development
Education
University of California, Santa Cruz 2008 — 2014
Doctor of Philosophy (Ph.D.), Higher Education
Yale Divinity School, Yale University 2005 — 2008
Master's degree, Philosophy of Religion
Vanguard University of Southern California 1996 — 2000
Bachelor of Arts, Religion, A
Brennan Prahler's State Street IMS Experience March 2007 - Present
Job Global Pricing Manager Officer at State Street
Industry Financial Services
Experience
State Street IMS March 2007 - Present
State Street March 2007 - August 2011
TOKYOPOP Inc June 2006 - March 2007
Wells Fargo Financial October 2004 - June 2005
Skills
Bloomberg, Investments, Mutual Funds, Bloomberg Terminal, Bonds, Fixed Income, Derivatives, Fund Accounting, Asset Managment, Financial Modeling, Loans, Asset Allocation, Financial Analysis, Corporate Actions, Alternative Investments
Education
University of California, Los Angeles 2000 — 2005
B.S., Mathematics & Economics
University of California, Los Angeles
Degree: Bachelor of Science, Mathematics and Economics
State Street IMS March 2007 - Present
State Street March 2007 - August 2011
TOKYOPOP Inc June 2006 - March 2007
Wells Fargo Financial October 2004 - June 2005
Skills
Bloomberg, Investments, Mutual Funds, Bloomberg Terminal, Bonds, Fixed Income, Derivatives, Fund Accounting, Asset Managment, Financial Modeling, Loans, Asset Allocation, Financial Analysis, Corporate Actions, Alternative Investments
Education
University of California, Los Angeles 2000 — 2005
B.S., Mathematics & Economics
University of California, Los Angeles
Degree: Bachelor of Science, Mathematics and Economics
Sara Oudin's State Street IMS Experience 2003 - 2004
Job SVP at Allianz Asset Management
Industry Investment Management
Experience
Allianz Asset Management 2004 - Present
State Street IMS 2003 - 2004
State Street IMS 2000 - 2002
PIMCO 1994 - 1999
Education
California State University-Fullerton - College of Business and Economics 1982 — 1986
Bachelor of Science (BS), Business/Finance
Allianz Asset Management 2004 - Present
State Street IMS 2003 - 2004
State Street IMS 2000 - 2002
PIMCO 1994 - 1999
Education
California State University-Fullerton - College of Business and Economics 1982 — 1986
Bachelor of Science (BS), Business/Finance
Bryan Odenwald's State Street IMS Experience April 2001 - December 2003
Job Vice President, Trust Operations & Controls at Ceridian
Industry Outsourcing/Offshoring
Experience
Ceridian December 2003 - Present
State Street IMS April 2001 - December 2003
PIMCO August 1998 - April 2001
Skills
Risk Management, Controllership, Credit Risk, Compliance, Collections, Account Reconciliation, Financial Operations, Sarbanes-Oxley Act, Analysis, Management, Employee Benefits, Outsourcing, Forecasting, Vendor Management, Payroll, Finance, Internal Controls, Credit, Banking, Financial Risk, Tax, Fraud, Human Resources, Leadership, CRM, Business Process, Performance Management, Financial Services, Strategy, Process Improvement, Training, Accounting, Managerial Finance, Financial Analysis, Product Management, Mergers & Acquisitions, Auditing, Change Management, Recruiting, Budgets, Executive Management, Business Process..., Business Analysis, Cash Management, Cross-functional Team...
Education
Occidental College 1979 — 1983
B.A., Economics
Ceridian December 2003 - Present
State Street IMS April 2001 - December 2003
PIMCO August 1998 - April 2001
Skills
Risk Management, Controllership, Credit Risk, Compliance, Collections, Account Reconciliation, Financial Operations, Sarbanes-Oxley Act, Analysis, Management, Employee Benefits, Outsourcing, Forecasting, Vendor Management, Payroll, Finance, Internal Controls, Credit, Banking, Financial Risk, Tax, Fraud, Human Resources, Leadership, CRM, Business Process, Performance Management, Financial Services, Strategy, Process Improvement, Training, Accounting, Managerial Finance, Financial Analysis, Product Management, Mergers & Acquisitions, Auditing, Change Management, Recruiting, Budgets, Executive Management, Business Process..., Business Analysis, Cash Management, Cross-functional Team...
Education
Occidental College 1979 — 1983
B.A., Economics
Linda Christoffersen's State Street IMS Experience Business AnalystState Street Bank & Trust1992 - Present
Job Business Analyst at State Street IMS
Industry Financial Services
Experience
State Street - IMS Business AnalystState Street Bank & Trust1992 - Present
Education
Chapman University, The George L. Argyros School of Business and Economics 1999 — 2002
State Street - IMS Business AnalystState Street Bank & Trust1992 - Present
Education
Chapman University, The George L. Argyros School of Business and Economics 1999 — 2002
Charlene Aguilar's State Street IMS Experience March 2002 - May 2010
Job Banking Operations and Service Manager at Bankruptcy Management Solutions, Inc
Industry Information Technology and Services
Experience
BMS Bankruptcy Management Solutions, Inc. 2010 - Present
State Street IMS March 2002 - May 2010
JPMorgan Chase 2000 - 2002
Fidelity Investments 1997 - 2000
Capital Group 1993 - 1997
Skills
Financial Services, Securities, Corporate Actions, Bloomberg, Fixed Income, Asset Management, Software Development, Process Improvement, Derivatives, SWIFT messaging, Management, Customer Service, Financial Analysis, Business Analysis, Mutual Funds, Banking, Equities, Back Office
Education
California State University-Long Beach 1984 — 1989
Bachelor of Science, Business Administration
BMS Bankruptcy Management Solutions, Inc. 2010 - Present
State Street IMS March 2002 - May 2010
JPMorgan Chase 2000 - 2002
Fidelity Investments 1997 - 2000
Capital Group 1993 - 1997
Skills
Financial Services, Securities, Corporate Actions, Bloomberg, Fixed Income, Asset Management, Software Development, Process Improvement, Derivatives, SWIFT messaging, Management, Customer Service, Financial Analysis, Business Analysis, Mutual Funds, Banking, Equities, Back Office
Education
California State University-Long Beach 1984 — 1989
Bachelor of Science, Business Administration
R. Scott Tajima's State Street IMS Experience March 2008 - February 2009
Job Digital Marketing Specialist at 24Hr HomeCare
Industry Hospital & Health Care
Experience
24Hr HomeCare January 2015 - Present
PopHealth Podcast July 2015 - Present
WebMetro January 2013 - January 2015
Automobile Club of Southern California December 2009 - January 2013
Crestline Funding May 2009 - December 2009
State Street IMS March 2008 - February 2009
Skills
Banking, Real Estate, Insurance, SEO, Sales, Online Marketing, PowerPoint, Social Media Marketing, Marketing, Outlook, Cold Calling, Customer Service, Loans, Microsoft Excel, Retail, Account Management, Microsoft Office, Market Research
Education
University of California, Irvine 2003 — 2007
Anthropology
24Hr HomeCare January 2015 - Present
PopHealth Podcast July 2015 - Present
WebMetro January 2013 - January 2015
Automobile Club of Southern California December 2009 - January 2013
Crestline Funding May 2009 - December 2009
State Street IMS March 2008 - February 2009
Skills
Banking, Real Estate, Insurance, SEO, Sales, Online Marketing, PowerPoint, Social Media Marketing, Marketing, Outlook, Cold Calling, Customer Service, Loans, Microsoft Excel, Retail, Account Management, Microsoft Office, Market Research
Education
University of California, Irvine 2003 — 2007
Anthropology
LyAnn Nguyen's State Street IMS Experience 2003 - 2005
Job Contract/Settlement at Southern California Edison
Industry Oil & Energy
Experience
Southern California Edison Gas SettlementPacific Summit Energy LLC2006 - 2008
Macquarie Cook Energy 2004 - 2006
State Street IMS 2003 - 2005
Skills
Commodity, Trading, Hedging, Energy, Commodity Markets, Gas, Renewable Energy, Derivatives, Natural Gas, Portfolio Management
Education
California State University-Northridge 1995 — 2001
BS, Business, Finance & Real Estate
Southern California Edison Gas SettlementPacific Summit Energy LLC2006 - 2008
Macquarie Cook Energy 2004 - 2006
State Street IMS 2003 - 2005
Skills
Commodity, Trading, Hedging, Energy, Commodity Markets, Gas, Renewable Energy, Derivatives, Natural Gas, Portfolio Management
Education
California State University-Northridge 1995 — 2001
BS, Business, Finance & Real Estate
Ben Chu, CFA's State Street IMS Experience 2003 - 2004
Job Vice President at Union Bank
Industry Banking
Experience
Union Bank April 2010 - Present
Wells Fargo Foothill January 2007 - August 2009
RBC Capital Markets March 2006 - December 2006
Fremont Investments & Loans November 2004 - March 2006
State Street IMS 2003 - 2004
Education
UCLA Anderson School of Management
Union Bank April 2010 - Present
Wells Fargo Foothill January 2007 - August 2009
RBC Capital Markets March 2006 - December 2006
Fremont Investments & Loans November 2004 - March 2006
State Street IMS 2003 - 2004
Education
UCLA Anderson School of Management
An Thien Vu's State Street IMS Experience October 2002 - December 2005
Job Sales Assistant at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Bank December 2008 - Present
Western Asset Management December 2005 - December 2008
State Street IMS October 2002 - December 2005
Education
University of California, Irvine 1997 — 2002
BA, ECONOMICS, DIGITAL ARTS
Deutsche Bank December 2008 - Present
Western Asset Management December 2005 - December 2008
State Street IMS October 2002 - December 2005
Education
University of California, Irvine 1997 — 2002
BA, ECONOMICS, DIGITAL ARTS
Daniel Wightman's State Street IMS Experience 2001 - 2008
Job retired at na
Industry Computer Software
Experience
na Software Integration EngineerYoh, a Day and Zimmerman CompanyMay 2011 - May 2012
State Street IMSWEST May 2001 - December 2008
State Street IMS 2001 - 2008
Fluor Signature Services 2000 - 2001
Sextant IFS 1995 - 2000
Matsushita Avionics Development Corp 1994 - 1995
Poway Computer Services 1993 - 1994
Sorrento Electronics 1983 - 1993
Sorrento Electronics 1983 - 1993
Honeywell 1973 - 1979
Skills
C++, Visual Basic, Java, HTML, PVCS, Software Development, Software Design, Databases, Electronics, Testing, Integration, Technical Support, C, Hardware
Education
Saint Louis University 1978 — 1979
MBA
Michigan State University 1961 — 1965
BSEE, Electronics Engineering
na Software Integration EngineerYoh, a Day and Zimmerman CompanyMay 2011 - May 2012
State Street IMSWEST May 2001 - December 2008
State Street IMS 2001 - 2008
Fluor Signature Services 2000 - 2001
Sextant IFS 1995 - 2000
Matsushita Avionics Development Corp 1994 - 1995
Poway Computer Services 1993 - 1994
Sorrento Electronics 1983 - 1993
Sorrento Electronics 1983 - 1993
Honeywell 1973 - 1979
Skills
C++, Visual Basic, Java, HTML, PVCS, Software Development, Software Design, Databases, Electronics, Testing, Integration, Technical Support, C, Hardware
Education
Saint Louis University 1978 — 1979
MBA
Michigan State University 1961 — 1965
BSEE, Electronics Engineering
Jude DSouza's State Street IMS Experience November 2000 - February 2013
Job Sr Business Systems Analyst at ITC Solutions & Services Group (ITC SSG)
Industry Information Technology and Services
Experience
ITC Solutions & Services Group (ITC SSG) April 2015 - Present
Assurant Specialty Property June 2014 - February 2015
QBE FIRST July 2013 - May 2014
State Street IMS November 2000 - February 2013
Nations Data.Com. June 1999 - September 2000
Deloitte February 1999 - June 1999
MetLife March 1998 - August 1998
Skills
Business Analysis, Back Office, Process Improvement, Settlement, Program Management, Banking, Analysis, Vendor Management, Bloomberg, Middle Office, Mutual Funds, Data Analysis, Securities, SWIFT payments, Corporate Actions, Fixed Income, Project Management, Risk Management, Access, Financial Services, Visio, Sybase, Software Project..., SDLC, SharePoint, IT Strategy, System Administration, Business Process..., Business Requirements, Testing, Information Technology, Business Process, PMO, Requirements Analysis, Performance Tuning, AML, Disaster Recovery, Leadership, COBOL, Integration, Databases, DB2, SQL, Unix
Education
Osmania University 1986 — 1989
Bachelor of Arts (B.A.), Public Administration
St Andrews Junior College, Mumbai 1983 — 1985
Higher Secondary Certificate
St Xavier's High School, vile parle, Mumbai 1972 — 1982
Secondary School Certificate, 10th
ITC Solutions & Services Group (ITC SSG) April 2015 - Present
Assurant Specialty Property June 2014 - February 2015
QBE FIRST July 2013 - May 2014
State Street IMS November 2000 - February 2013
Nations Data.Com. June 1999 - September 2000
Deloitte February 1999 - June 1999
MetLife March 1998 - August 1998
Skills
Business Analysis, Back Office, Process Improvement, Settlement, Program Management, Banking, Analysis, Vendor Management, Bloomberg, Middle Office, Mutual Funds, Data Analysis, Securities, SWIFT payments, Corporate Actions, Fixed Income, Project Management, Risk Management, Access, Financial Services, Visio, Sybase, Software Project..., SDLC, SharePoint, IT Strategy, System Administration, Business Process..., Business Requirements, Testing, Information Technology, Business Process, PMO, Requirements Analysis, Performance Tuning, AML, Disaster Recovery, Leadership, COBOL, Integration, Databases, DB2, SQL, Unix
Education
Osmania University 1986 — 1989
Bachelor of Arts (B.A.), Public Administration
St Andrews Junior College, Mumbai 1983 — 1985
Higher Secondary Certificate
St Xavier's High School, vile parle, Mumbai 1972 — 1982
Secondary School Certificate, 10th
Robert Bautista's State Street IMS Experience October 2007 - March 2008
Job Planning Analyst at Toshiba
Industry Investment Management
Experience
Toshiba America Electronic Components, Inc. October 2013 - Present
Toshiba America Electronic Components, Inc April 2011 - September 2013
Toshiba America Electronic Components, Inc August 2010 - September 2013
State Street IMS October 2007 - March 2008
State Street IMS September 2004 - September 2007
State Street IMS January 2001 - August 2004
Skills
Product Management, Competitive Analysis, Cross-functional Team..., Analytics, Financial Modeling, Project Management
Education
University of Southern California - Marshall School of Business 2007 — 2010
M.B.A., Corporate Finance
University of California, Irvine 1996 — 2000
B.A., Economics
Toshiba America Electronic Components, Inc. October 2013 - Present
Toshiba America Electronic Components, Inc April 2011 - September 2013
Toshiba America Electronic Components, Inc August 2010 - September 2013
State Street IMS October 2007 - March 2008
State Street IMS September 2004 - September 2007
State Street IMS January 2001 - August 2004
Skills
Product Management, Competitive Analysis, Cross-functional Team..., Analytics, Financial Modeling, Project Management
Education
University of Southern California - Marshall School of Business 2007 — 2010
M.B.A., Corporate Finance
University of California, Irvine 1996 — 2000
B.A., Economics
Tamara Molinary's State Street IMS Experience November 2011 - Present
Job Vice President at State Street
Industry Financial Services
Experience
State Street IMS November 2011 - Present
Alliance Bernstein April 2006 - January 2012
AllianceBernstein December 2002 - April 2006
Financial Security Assurance March 1996 - March 1998
Eagle Insurance January 1993 - March 1996
Skills
Equities, Settlement, Collateral Management, Middle Office, Key Performance..., Outsourcing, User Acceptance Testing, Fixed Income, Derivatives, FX Options, FX Operations, FX Spot, Globalization, Options, Asset Management, Investment Banking, Market Data, Risk Management, Money Market, SWIFT payments, Portfolio Management, Trading, Financial Services, Corporate Actions, Series 7, Credit Derivatives, Global Custody, Bonds, Bloomberg, Securities, Reference Data, Asset Allocation, Prime Brokerage, Currency, Swaps, Investment Management, Alternative Investments, Financial Markets, Hedge Funds, Structured Products, Banking, Back Office, Interest Rate..., Bloomberg Terminal, CDS, Securities Lending, Fund Administration, ETFs, Mutual Funds, Electronic Trading
Education
Saint John's University 1988 — 1992
Bachelor of Science, Finance
MVHS 1984 — 1988
State Street IMS November 2011 - Present
Alliance Bernstein April 2006 - January 2012
AllianceBernstein December 2002 - April 2006
Financial Security Assurance March 1996 - March 1998
Eagle Insurance January 1993 - March 1996
Skills
Equities, Settlement, Collateral Management, Middle Office, Key Performance..., Outsourcing, User Acceptance Testing, Fixed Income, Derivatives, FX Options, FX Operations, FX Spot, Globalization, Options, Asset Management, Investment Banking, Market Data, Risk Management, Money Market, SWIFT payments, Portfolio Management, Trading, Financial Services, Corporate Actions, Series 7, Credit Derivatives, Global Custody, Bonds, Bloomberg, Securities, Reference Data, Asset Allocation, Prime Brokerage, Currency, Swaps, Investment Management, Alternative Investments, Financial Markets, Hedge Funds, Structured Products, Banking, Back Office, Interest Rate..., Bloomberg Terminal, CDS, Securities Lending, Fund Administration, ETFs, Mutual Funds, Electronic Trading
Education
Saint John's University 1988 — 1992
Bachelor of Science, Finance
MVHS 1984 — 1988
Melissa Muramoto's State Street IMS Experience August 2004 - March 2011
Job Senior AR Research Analyst at Allianz Global Investors
Industry Accounting
Experience
Allianz Global Investors April 2011 - Present
State Street IMS August 2004 - March 2011
Skills
Accounting, Management, Training
Education
University of California, Los Angeles 1995 — 2000
Bachelors, English
Allianz Global Investors April 2011 - Present
State Street IMS August 2004 - March 2011
Skills
Accounting, Management, Training
Education
University of California, Los Angeles 1995 — 2000
Bachelors, English
Roxanne Tadios's State Street IMS Experience December 2005 - Present
Job Performance & Analytics Analyst at State Street IMS
Industry Investment Management
Experience
State Street IMS December 2005 - Present
Capital Group August 1998 - December 2005
Education
University of La Verne
Business Administration
State Street IMS December 2005 - Present
Capital Group August 1998 - December 2005
Education
University of La Verne
Business Administration
Linda Christoffersen's State Street IMS Experience 1992 - 2011
Job Currently, a retired Business Analyst pursuing new opportunity
Industry Financial Services
Experience
State Street Bank June 2000 - May 2011
State Street IMS 1992 - 2011
State Street IMS 1992 - 2011
State Street IMS 1992 - 2011
PIMCO March 1992 - June 2000
Skills
Equities, Financial Modeling, Derivatives, Bloomberg, Fixed Income
Education
Chapman University 2000 — 2002
Executive Master, Business Administration
CSUN 1985 — 1991
B.S., Statistics Mathematics
State Street Bank June 2000 - May 2011
State Street IMS 1992 - 2011
State Street IMS 1992 - 2011
State Street IMS 1992 - 2011
PIMCO March 1992 - June 2000
Skills
Equities, Financial Modeling, Derivatives, Bloomberg, Fixed Income
Education
Chapman University 2000 — 2002
Executive Master, Business Administration
CSUN 1985 — 1991
B.S., Statistics Mathematics