State Street Investment Analytics
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State Street Investment Analytics Employees
Employee
Years
Job
Industry
Kham Thirakoune Kham Thirakoune's State Street Investment Analytics Experience 2001 - Present
Job Assistant Vice President at State Street Investment Analytics
Industry Financial Services
Experience
State Street Investment Analytics 2001 - Present
Education
Assumption College 1997 — 2001
BA, International Business
State Street Investment Analytics 2001 - Present
Education
Assumption College 1997 — 2001
BA, International Business
Tom Martin, CFA Tom Martin, CFA's State Street Investment Analytics Experience January 2007 - August 2009
Job Investment Strategy Analyst at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman December 2011 - Present
Eaton Vance April 2010 - August 2010
State Street Investment Analytics January 2007 - August 2009
Mellon Financial July 2004 - January 2007
Skills
Fixed Income, Investments, Asset Allocation, Investment Strategies, Wealth Management, Financial Modeling, Bloomberg, Valuation, Financial Reporting, Equities, Asset Managment, Financial Analysis, Portfolio Management, Financial Risk
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA, Finance
Trinity College-Hartford 2000 — 2004
BA, Economics
Sea Education Association 2002 — 2002
Oceanography, Nautical Science
Belmont Hill 1994 — 2000
Brown Brothers Harriman December 2011 - Present
Eaton Vance April 2010 - August 2010
State Street Investment Analytics January 2007 - August 2009
Mellon Financial July 2004 - January 2007
Skills
Fixed Income, Investments, Asset Allocation, Investment Strategies, Wealth Management, Financial Modeling, Bloomberg, Valuation, Financial Reporting, Equities, Asset Managment, Financial Analysis, Portfolio Management, Financial Risk
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA, Finance
Trinity College-Hartford 2000 — 2004
BA, Economics
Sea Education Association 2002 — 2002
Oceanography, Nautical Science
Belmont Hill 1994 — 2000
Paul Graf Paul Graf's State Street Investment Analytics Experience May 1998 - March 2006
Job Property Manager at 501 FBP Realty Trust
Industry Information Technology and Services
Experience
501 FBP Realty Trust August 2012 - Present
Center Stage Performing Arts August 2009 - Present
The Adams Montessori School of Quincy May 2006 - Present
Quincy Youth Baseball March 2008 - October 2014
Granite Development Company November 2011 - August 2012
Olmstead Associates July 2010 - November 2011
State Rep. Steven Tobin March 2010 - September 2010
State Street Bank April 2006 - March 2009
State Street Investment Analytics May 1998 - March 2006
State Street Investment Analytics June 1995 - May 1998
Skills
Business Process, Fixed Income, PMP, Mutual Funds, SDLC, Business Analysis, Portfolio Management, Project Management, Financial Services, Equities, Management, Disaster Recovery, Fund Accounting, Access, Asset Management, ITIL, Technical Support
Education
Bentley University - Elkin B. McCallum Graduate School of Business 1989 — 1995
Master’s Degree, Accountancy, 3.2
University of Massachusetts, Amherst 1984 — 1988
BA, Economics
501 FBP Realty Trust August 2012 - Present
Center Stage Performing Arts August 2009 - Present
The Adams Montessori School of Quincy May 2006 - Present
Quincy Youth Baseball March 2008 - October 2014
Granite Development Company November 2011 - August 2012
Olmstead Associates July 2010 - November 2011
State Rep. Steven Tobin March 2010 - September 2010
State Street Bank April 2006 - March 2009
State Street Investment Analytics May 1998 - March 2006
State Street Investment Analytics June 1995 - May 1998
Skills
Business Process, Fixed Income, PMP, Mutual Funds, SDLC, Business Analysis, Portfolio Management, Project Management, Financial Services, Equities, Management, Disaster Recovery, Fund Accounting, Access, Asset Management, ITIL, Technical Support
Education
Bentley University - Elkin B. McCallum Graduate School of Business 1989 — 1995
Master’s Degree, Accountancy, 3.2
University of Massachusetts, Amherst 1984 — 1988
BA, Economics
Kelly Shortell, CFA Kelly Shortell, CFA's State Street Investment Analytics Experience September 2008 - August 2013
Job Senior Investment Analyst at Old Mutual Asset Management
Industry Financial Services
Experience
OMAM (Old Mutual Asset Management) March 2015 - Present
Old Mutual Asset Management September 2013 - Present
State Street Investment Analytics September 2008 - August 2013
Fidelity Investments September 2006 - June 2008
Investors Bank & Trust May 2005 - June 2006
Skills
Microsoft Excel
Education
Northeastern University 2000 — 2005
BSBA, Finance/Entrepreneurship
OMAM (Old Mutual Asset Management) March 2015 - Present
Old Mutual Asset Management September 2013 - Present
State Street Investment Analytics September 2008 - August 2013
Fidelity Investments September 2006 - June 2008
Investors Bank & Trust May 2005 - June 2006
Skills
Microsoft Excel
Education
Northeastern University 2000 — 2005
BSBA, Finance/Entrepreneurship
Don Marden Don Marden's State Street Investment Analytics Experience 2008 - 2015
Job Senior Director, Global Client Service at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates LLC July 2015 - Present
State Street Investment Analytics 2008 - 2015
BNY Mellon 2005 - 2007
Russell/Mellon Analytical Services 1999 - 2005
Mellon Trust, Investment Information Services 1993 - 1998
The Boston Company Asset Management, LLC 1990 - 1993
Skills
Financial Services, Investments, •Improving Sales and..., •Generating Superior..., Management, Relationship Management, •Excellent public..., Leadership, Mutual Funds, Risk Management, CRM, Analytics, Sales, Equities, Asset Management, Financial Risk, •Advanced negotiation..., •Strategic Contract..., Executive Management, Mergers & Acquisitions, Capital Markets, Due Diligence, Mergers, Entrepreneurship, •Dynamic..., •Building High..., •Business Planning and..., •Merger Assimilation..., •Product Design to..., •New Product Launches..., •Budgeting and P&L...
Education
University of Maine 1982 — 1987
Bachelor’s Degree, English Literature
Waterville Senior High School 1979 — 1982
Boston Security Analysts Society
Harvard Law School
The Program on Negotiation
Cambridge Associates LLC July 2015 - Present
State Street Investment Analytics 2008 - 2015
BNY Mellon 2005 - 2007
Russell/Mellon Analytical Services 1999 - 2005
Mellon Trust, Investment Information Services 1993 - 1998
The Boston Company Asset Management, LLC 1990 - 1993
Skills
Financial Services, Investments, •Improving Sales and..., •Generating Superior..., Management, Relationship Management, •Excellent public..., Leadership, Mutual Funds, Risk Management, CRM, Analytics, Sales, Equities, Asset Management, Financial Risk, •Advanced negotiation..., •Strategic Contract..., Executive Management, Mergers & Acquisitions, Capital Markets, Due Diligence, Mergers, Entrepreneurship, •Dynamic..., •Building High..., •Business Planning and..., •Merger Assimilation..., •Product Design to..., •New Product Launches..., •Budgeting and P&L...
Education
University of Maine 1982 — 1987
Bachelor’s Degree, English Literature
Waterville Senior High School 1979 — 1982
Boston Security Analysts Society
Harvard Law School
The Program on Negotiation
Dhinesh Ganapathiappan's State Street Investment Analytics Experience September 2013 - Present
Job Assistant Vice President at State Street Investment Analytics
Industry Investment Management
Experience
State Street Investment Analytics September 2013 - Present
State Street Investment Analytics April 2011 - September 2013
State Street May 2009 - April 2011
Finance & Investment Club at UC Davis May 2007 - June 2010
Global Heritage Fund June 2008 - September 2008
Morgan Stanley January 2008 - June 2008
Red Herring June 2007 - September 2007
Red Herring June 2006 - September 2006
Skills
Investments, Leadership, Start-ups, Equities, Bloomberg, Analysis, Management, Market Risk, Financial Analysis, Analytics, Bloomberg Terminal, Teamwork, Corporate Finance, Fund Of Funds, Alternative Investments, Hedge Funds, Valuation, Derivatives, Finance, Mutual Funds, Financial Modeling, Economics, Portfolio Management, Quantitative Analytics, Fund Accounting, Fixed Income, Training, Accounting
Education
University of California, Davis 2005 — 2009
Economics
State Street Investment Analytics September 2013 - Present
State Street Investment Analytics April 2011 - September 2013
State Street May 2009 - April 2011
Finance & Investment Club at UC Davis May 2007 - June 2010
Global Heritage Fund June 2008 - September 2008
Morgan Stanley January 2008 - June 2008
Red Herring June 2007 - September 2007
Red Herring June 2006 - September 2006
Skills
Investments, Leadership, Start-ups, Equities, Bloomberg, Analysis, Management, Market Risk, Financial Analysis, Analytics, Bloomberg Terminal, Teamwork, Corporate Finance, Fund Of Funds, Alternative Investments, Hedge Funds, Valuation, Derivatives, Finance, Mutual Funds, Financial Modeling, Economics, Portfolio Management, Quantitative Analytics, Fund Accounting, Fixed Income, Training, Accounting
Education
University of California, Davis 2005 — 2009
Economics
Kimberley (Owens) Downey's State Street Investment Analytics Experience September 2007 - October 2012
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street Global Advisors June 2013 - Present
State Street Wealth Manager Services November 2012 - June 2013
State Street Investment Analytics September 2007 - October 2012
State Street August 2006 - August 2007
Wells Fargo Financial 2005 - 2006
PCA 2003 - 2005
State Street Bank 2001 - 2003
Skills
Performance Measurement, Performance Attribution, Management, Leadership, Project Management, Sales, Credit, Loans, Business Process, Investments, Mutual Funds, Securities, Bloomberg, Fixed Income, Financial Analysis, Asset Management, Financial Services, Equities, Hedge Funds, Derivatives
Education
University of Massachusetts, Amherst
Bachelor's Degree, Economics
State Street Global Advisors June 2013 - Present
State Street Wealth Manager Services November 2012 - June 2013
State Street Investment Analytics September 2007 - October 2012
State Street August 2006 - August 2007
Wells Fargo Financial 2005 - 2006
PCA 2003 - 2005
State Street Bank 2001 - 2003
Skills
Performance Measurement, Performance Attribution, Management, Leadership, Project Management, Sales, Credit, Loans, Business Process, Investments, Mutual Funds, Securities, Bloomberg, Fixed Income, Financial Analysis, Asset Management, Financial Services, Equities, Hedge Funds, Derivatives
Education
University of Massachusetts, Amherst
Bachelor's Degree, Economics
Lukas Liang, MBA Lukas Liang, MBA's State Street Investment Analytics Experience November 2014 - Present
Job Performance Analyst at State Street Corp.
Industry Financial Services
Experience
State Street Investment Analytics November 2014 - Present
State Street Mutual Fund Services April 2012 - October 2014
State Street Mutual Fund Service December 2010 - March 2012
State Street Bank & Trust August 2006 - December 2010
State Street Bank & Trust September 2006 - August 2007
Skills
Accounting, Mutual Funds, Fund Accounting, Analysis, Equities, Access, Auditing, Internal Audit, Process Improvement, Sarbanes-Oxley Act, Banking, Management, Financial Analysis, Financial Reporting, Financial Modeling, Financial Services, Bloomberg, MS EXCEL, MS POWER POINT, MS WORD, Collaborative Practice, SWOT analysis, Strategic Planning, Forecasting, Supply Chain Management, Building Relationships, Account Reconciliation, Cost Accounting, Scenario Planning, Game Theory, Microsoft Excel, Securities, Strategic Financial..., Bloomberg Terminal, Corporate Actions, PowerPoint, Investments, Finance, Fund Administration, Leadership, Fixed Income, Risk Management, Valuation, General Ledger, Derivatives, Alternative Investments, Asset Management
Education
Northeastern University 2010 — 2013
Master of Business Administration (MBA), MBA
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2006
B.B.A, Accounting
State Street Investment Analytics November 2014 - Present
State Street Mutual Fund Services April 2012 - October 2014
State Street Mutual Fund Service December 2010 - March 2012
State Street Bank & Trust August 2006 - December 2010
State Street Bank & Trust September 2006 - August 2007
Skills
Accounting, Mutual Funds, Fund Accounting, Analysis, Equities, Access, Auditing, Internal Audit, Process Improvement, Sarbanes-Oxley Act, Banking, Management, Financial Analysis, Financial Reporting, Financial Modeling, Financial Services, Bloomberg, MS EXCEL, MS POWER POINT, MS WORD, Collaborative Practice, SWOT analysis, Strategic Planning, Forecasting, Supply Chain Management, Building Relationships, Account Reconciliation, Cost Accounting, Scenario Planning, Game Theory, Microsoft Excel, Securities, Strategic Financial..., Bloomberg Terminal, Corporate Actions, PowerPoint, Investments, Finance, Fund Administration, Leadership, Fixed Income, Risk Management, Valuation, General Ledger, Derivatives, Alternative Investments, Asset Management
Education
Northeastern University 2010 — 2013
Master of Business Administration (MBA), MBA
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2006
B.B.A, Accounting
Jam Luong's State Street Investment Analytics Experience February 2014 - Present
Job Client Service Analyst at State Street
Industry Investment Management
Experience
State Street Investment Analytics February 2014 - Present
State Street Investment Analytics October 2011 - February 2014
NEPC September 2010 - October 2011
State Street Corporation January 2008 - September 2010
Skills
Bloomberg, Portfolio Management, Equities, Mutual Funds, Alternative Investments, Fixed Income, Hedge Funds, Asset Allocation, Financial Analysis, Asset Management, Derivatives, Investments, Securities, Valuation, Financial Modeling, Bloomberg Terminal, Equity Research, Client Services, Client Relations
Education
Rhode Island College 2003 — 2007
Bachelor of Arts (B.A.), Economics
State Street Investment Analytics February 2014 - Present
State Street Investment Analytics October 2011 - February 2014
NEPC September 2010 - October 2011
State Street Corporation January 2008 - September 2010
Skills
Bloomberg, Portfolio Management, Equities, Mutual Funds, Alternative Investments, Fixed Income, Hedge Funds, Asset Allocation, Financial Analysis, Asset Management, Derivatives, Investments, Securities, Valuation, Financial Modeling, Bloomberg Terminal, Equity Research, Client Services, Client Relations
Education
Rhode Island College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Lindsey Durkin's State Street Investment Analytics Experience January 2009 - December 2011
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street December 2014 - Present
Pi Beta Phi Fraternity April 2007 - Present
State Street June 2013 - December 2014
State Street December 2011 - June 2013
State Street Investment Analytics January 2009 - December 2011
State Street January 2007 - December 2008
Skills
Leadership, Microsoft Office, Microsoft Excel, Social Media, Analytics, PowerPoint, Business Analysis, Research, Team Building, Data Analysis, Finance, Marketing, Public Speaking, Process Improvement, Management, Analysis, Customer Service, Financial Modeling, Financial Analysis
Education
Boston University Graduate School of Management
MBA Candidate, Finance, Strategy and Business Analysis
University of Maine 2002 — 2006
BA, English, History
State Street December 2014 - Present
Pi Beta Phi Fraternity April 2007 - Present
State Street June 2013 - December 2014
State Street December 2011 - June 2013
State Street Investment Analytics January 2009 - December 2011
State Street January 2007 - December 2008
Skills
Leadership, Microsoft Office, Microsoft Excel, Social Media, Analytics, PowerPoint, Business Analysis, Research, Team Building, Data Analysis, Finance, Marketing, Public Speaking, Process Improvement, Management, Analysis, Customer Service, Financial Modeling, Financial Analysis
Education
Boston University Graduate School of Management
MBA Candidate, Finance, Strategy and Business Analysis
University of Maine 2002 — 2006
BA, English, History
Emmanuel Mukwaya's State Street Investment Analytics Experience 2007 - Present
Job Senior Associate, STATE STREET INVESTMENT ANALYTICS
Industry Investment Management
Experience
State Street Investment Analytics 2007 - Present
Babson College 2006 - 2007
Education
Babson College 2006 — 2007
MBA, Finance
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2007
Boston College
State Street Investment Analytics 2007 - Present
Babson College 2006 - 2007
Education
Babson College 2006 — 2007
MBA, Finance
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2007
Boston College
Frank Liao's State Street Investment Analytics Experience June 2007 - May 2009
Job Associate at Debevoise & Plimpton LLP (not yet admitted)
Industry Law Practice
Experience
Debevoise & Plimpton September 2013 - Present
Debevoise & Plimpton May 2012 - August 2012
Debevoise & Plimpton May 2011 - August 2011
New York State Office of the Attorney General May 2010 - July 2010
State Street Investment Analytics June 2007 - May 2009
Nuance January 2007 - November 2007
Kansen Chu for San Jose City Council November 2006 - March 2007
United Planet August 2006 - August 2006
Fisher Investments August 2005 - July 2006
Fisher Investments October 2004 - August 2005
Education
Georgetown University - The McDonough School of Business 2009 — 2013
J.D. / M.B.A.
Georgetown University Law Center 2009 — 2013
J.D. / M.B.A.
Santa Clara University 2001 — 2004
B.A., Economics
The University of Glasgow 2002 — 2003
Debevoise & Plimpton September 2013 - Present
Debevoise & Plimpton May 2012 - August 2012
Debevoise & Plimpton May 2011 - August 2011
New York State Office of the Attorney General May 2010 - July 2010
State Street Investment Analytics June 2007 - May 2009
Nuance January 2007 - November 2007
Kansen Chu for San Jose City Council November 2006 - March 2007
United Planet August 2006 - August 2006
Fisher Investments August 2005 - July 2006
Fisher Investments October 2004 - August 2005
Education
Georgetown University - The McDonough School of Business 2009 — 2013
J.D. / M.B.A.
Georgetown University Law Center 2009 — 2013
J.D. / M.B.A.
Santa Clara University 2001 — 2004
B.A., Economics
The University of Glasgow 2002 — 2003
David Owyoung's State Street Investment Analytics Experience 2008 - 2011
Job Senior Consultant/VP at Eagle Investment Systems, a subsidiary of BNY Mellon
Industry Financial Services
Experience
Eagle Investment Systems 2011 - Present
State Street Investment Analytics 2008 - 2011
Wells Fargo and Company 2003 - 2008
Ingram Micro 1995 - 2001
Skills
Financial Analysis, Investments, Financial Modeling, Equities, Portfolio Management, Fixed Income, Business Analysis, Bloomberg, Asset Management, Financial Services, Securities, Mutual Funds
Education
California State University-Hayward - School of Business and Economics
MBA, Finance
University of San Francisco
B.S., Applied Economics
Eagle Investment Systems 2011 - Present
State Street Investment Analytics 2008 - 2011
Wells Fargo and Company 2003 - 2008
Ingram Micro 1995 - 2001
Skills
Financial Analysis, Investments, Financial Modeling, Equities, Portfolio Management, Fixed Income, Business Analysis, Bloomberg, Asset Management, Financial Services, Securities, Mutual Funds
Education
California State University-Hayward - School of Business and Economics
MBA, Finance
University of San Francisco
B.S., Applied Economics
Alexander Zurflueh's State Street Investment Analytics Experience November 2009 - September 2011
Job Wellington Management
Industry Investment Management
Experience
Wellington Management October 2011 - Present
State Street Investment Analytics November 2009 - September 2011
SSB 2003 - 2011
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
University of Massachusetts, Amherst 1999 — 2003
B.A., Finance
Wellington Management October 2011 - Present
State Street Investment Analytics November 2009 - September 2011
SSB 2003 - 2011
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
University of Massachusetts, Amherst 1999 — 2003
B.A., Finance
Jane Burke's State Street Investment Analytics Experience July 2007 - Present
Job Assistant Vice President at State Street Investment Analytics
Industry Investment Banking
Experience
State Street Investment Analytics July 2007 - Present
State Street Investment Analytics July 2003 - July 2007
State Street Investment Analytics September 1998 - July 2003
State Street Bank July 1997 - September 1998
Citicorp Trustee Company (London) 1995 - July 1997
Royal Bank of Scotland Group 1993 - 1995
Skills
CRM, Business Analysis, Performance Measurement
Education
Lancaster University 1990 — 1993
BA, Politics and International Relations
State Street Investment Analytics July 2007 - Present
State Street Investment Analytics July 2003 - July 2007
State Street Investment Analytics September 1998 - July 2003
State Street Bank July 1997 - September 1998
Citicorp Trustee Company (London) 1995 - July 1997
Royal Bank of Scotland Group 1993 - 1995
Skills
CRM, Business Analysis, Performance Measurement
Education
Lancaster University 1990 — 1993
BA, Politics and International Relations
Darrow DiBattista's State Street Investment Analytics Experience July 2009 - Present
Job Manager Investment Analytics at State Street Investment Analytics
Industry Investment Management
Experience
State Street Investment Analytics July 2009 - Present
MFS Investment Management June 1999 - November 2008
MFS Investment Management June 1999 - November 2008
MFS Investment Management 1999 - 2008
Scudder Investments 1995 - 1999
Skills
Performance Attribution, Factset, Alternative Investments, Fixed Income, Equities, Asset Managment, Hedge Funds, Equity Research, Investment Management, Portfolio Management, Derivatives
Education
Suffolk University 1995 — 1998
Master of Science (MS), Finance
Suffolk University - Sawyer School of Management 1988 — 1992
BSBA, Finance
State Street Investment Analytics July 2009 - Present
MFS Investment Management June 1999 - November 2008
MFS Investment Management June 1999 - November 2008
MFS Investment Management 1999 - 2008
Scudder Investments 1995 - 1999
Skills
Performance Attribution, Factset, Alternative Investments, Fixed Income, Equities, Asset Managment, Hedge Funds, Equity Research, Investment Management, Portfolio Management, Derivatives
Education
Suffolk University 1995 — 1998
Master of Science (MS), Finance
Suffolk University - Sawyer School of Management 1988 — 1992
BSBA, Finance
Peter Storment's State Street Investment Analytics Experience April 2012 - Present
Job Senior Investment Analytics Consultant at State Street Investment Analytics
Industry Financial Services
Experience
State Street Investment Analytics April 2012 - Present
Shepherd Kaplan LLC April 2010 - March 2012
State Street September 1993 - March 2010
The Hannah Group September 1991 - August 1993
Skills
Fixed Income, Mutual Funds, Equities, Asset Management, Financial Services, Alternative Investments, Investments, Hedge Funds
Education
Bryant University 1987 — 1991
Bachelor of Science (BS), Accounting
State Street Investment Analytics April 2012 - Present
Shepherd Kaplan LLC April 2010 - March 2012
State Street September 1993 - March 2010
The Hannah Group September 1991 - August 1993
Skills
Fixed Income, Mutual Funds, Equities, Asset Management, Financial Services, Alternative Investments, Investments, Hedge Funds
Education
Bryant University 1987 — 1991
Bachelor of Science (BS), Accounting
Anita Huang's State Street Investment Analytics Experience 2000 - Present
Job Assistant Vice President
Industry Financial Services
Experience
State Street Investment Analytics 2000 - Present
Skills
Fixed Income
Education
California State University-East Bay 1993 — 1995
B.S., Finance
State Street Investment Analytics 2000 - Present
Skills
Fixed Income
Education
California State University-East Bay 1993 — 1995
B.S., Finance
Stephen Crisan's State Street Investment Analytics Experience August 2009 - November 2011
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
Justin Rozek's State Street Investment Analytics Experience January 2011 - October 2012
Job Client Service Officer Investment Analytics at State Street Bank
Industry Financial Services
Experience
State Street Bank October 2012 - Present
State Street Bank September 2012 - Present
State Street Investment Analytics January 2011 - October 2012
State Street Bank & Trust January 2009 - January 2011
Investors Bank & Trust, Sacramento January 2006 - January 2009
Barclays Global Investors, Sacramento/SF January 2001 - January 2004
Barclays Global Investors, Sacramento January 2000 - January 2001
Skills
Visual Basic 5.0/6.0, Equities, Bonds, Account Reconciliation, Investments, Valuation, Financial Modeling, Derivatives, Management, Securities Lending, Financial Risk, Quantitative Analytics, MBS, Portfolio Management, CDS, Asset Management, Mutual Funds, Financial Analysis, Settlement, Trading, Internal Controls, Bloomberg, Money Market, Swaps, Risk Management, Fixed Income, Securities, Alternative Investments, Fund Accounting, Asset Allocation, Middle Office
Education
California State University, Fresno 1995 — 1999
Bachelor of Science (BS), Finance, General
State Street Bank October 2012 - Present
State Street Bank September 2012 - Present
State Street Investment Analytics January 2011 - October 2012
State Street Bank & Trust January 2009 - January 2011
Investors Bank & Trust, Sacramento January 2006 - January 2009
Barclays Global Investors, Sacramento/SF January 2001 - January 2004
Barclays Global Investors, Sacramento January 2000 - January 2001
Skills
Visual Basic 5.0/6.0, Equities, Bonds, Account Reconciliation, Investments, Valuation, Financial Modeling, Derivatives, Management, Securities Lending, Financial Risk, Quantitative Analytics, MBS, Portfolio Management, CDS, Asset Management, Mutual Funds, Financial Analysis, Settlement, Trading, Internal Controls, Bloomberg, Money Market, Swaps, Risk Management, Fixed Income, Securities, Alternative Investments, Fund Accounting, Asset Allocation, Middle Office
Education
California State University, Fresno 1995 — 1999
Bachelor of Science (BS), Finance, General