State Street Investment Manager Solutions
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State Street Investment Manager Solutions Employees
State Street Investment Manager Solutions March 2009 - Present
State Street Investment Manager Solutions July 2007 - March 2009
State Street Investment Manager Solutions June 2006 - July 2007
JPMorgan Chase July 2005 - May 2006
Wells Fargo July 2004 - May 2005
Target Corporation August 2003 - March 2004
GT Media May 1998 - October 2001
Kraft Foods October 1996 - May 1998
Philip Morris April 1995 - September 1996
Skills
Business Analysis, Banking, Financial Services, Back Office, Settlement, Fixed Income, Securities, Trading, Project Management, Process Improvement, Analysis, SWIFT messaging, Management, Leadership, Investments, Equities, Derivatives, FX Options, Bonds, Requirements Gathering, SQL, Team Management, Process Optimization, Mutual Funds, Risk Management, XML, FpML, Asset Managment, Financial Risk, Asset Management, Relationship Management, Options, Trading Systems, Capital Markets, Electronic Trading, Finance, SWIFT payments, Financial Markets, Payments, Middle Office, Market Data, Alternative Investments, Business Requirements, Lean Six Sigma
Education
Saint Joseph's University
Master of Science (M.S.), International Marketing
BlackRock August 2013 - Present
BlackRock December 2009 - July 2013
Barclays Global Investors June 2006 - November 2009
State Street Investment Manager Solutions January 2004 - May 2006
State Street Investment Manager Solutions September 2001 - December 2003
State Street Investment Manager Solutions February 2001 - December 2001
CBRE January 1998 - April 1999
Wells Fargo Bank, N.A. June 1987 - May 1995
Skills
Securities Operations, Risk Management, Internal Audit, Regulatory Compliance, Systems Management, Systems Implementation, Asset Management, Project Management
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
Master of Business Administration (MBA), Finance
Middlebury College 1983 — 1987
Bachelor of Arts (B.A.), Political Science and Economics
State Street Investment Manager Solutions March 2006 - Present
FutureTrade Technologies May 2005 - March 2006
Questerra October 2002 - March 2005
Stack Computer August 2000 - September 2002
TRW June 1996 - August 2000
Skills
Solaris, Red Hat Linux, Linux, RedHat, CentOS, RHEL, Sun, Veritas Cluster Server, System Administration
Education
California State University-Long Beach 1994 — 1996
B.S., Computer Science
State Street Global Markets June 2012 - Present
State Street Global Markets October 2011 - June 2012
State Street June 2004 - September 2011
State Street Investment Manager Solutions September 2001 - June 2004
Schroders January 1998 - September 2001
NatWest Bank 1995 - 1998
Skills
Operational Risk, Basel II, Asset Management, Risk Management, Compliance, Enterprise Risk..., Equity Trading, Securities Lending, FX trading, Stress Testing, Scenario Analysis, Reporting & Analysis, Securities, Financial Risk, Operational Risk..., Governance
Education
Griffith College Dublin 1992 — 1996
Fellow of the Chartered Association of Certified Accountants (FCCA), Accountancy
Bob Ferguson - Independent April 2011 - Present
State Street Investment Manager Solutions 1994 - March 2011
PIMCO 1994 - 2000
Shearson Lehman Mortgage 1989 - 1993
Skills
Microsoft Excel, Business Analysis, Process Improvement, Client Relations Skills, Presentation Development, Financial Accounting, Green Belt, Executive Reporting
Education
California State University-Fullerton 1983 — 1988
BA, Communication
State Street Investment Manager Solutions May 2005 - March 2011
Sie Asset Management January 2000 - February 2005
Samuel Asset Management November 1996 - December 1998
Skills
Asset Managment, Mutual Funds, Business Analysis, Alternative Investments, Securities, Investments, Valuation, Investment Management, Asset Management, Equities
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs
M.A., Economics
American Career College & West Coast University 2012 - Present
State Street Investment Manager Solutions 2009 - 2011
State Street Investment Manager Solutions 2008 - 2009
Pacific Cascade Group 2006 - 2006
Oakley 2005 - 2005
Education
University of California, Davis
University of California, Irvine