State Street Research

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State Street Research Employees

Employee
Years
Job
Industry
Lisa DiVasta Lisa DiVasta Plymouth, Massachusetts Details
Lisa DiVasta's State Street Research Experience May 1990 - February 1993
Job Owner at Plymouth Card Company
Industry Wholesale
Experience
Plymouth Card Company   2014 - Present
DiVasta Business Solutions   August 1995 - December 2014
Duxbury Gradnite, Inc.   March 2013 - November 2014
Duxbury High School PTO   September 2010 - March 2014
Duxbury Art Boosters   November 2012 - January 2014
Duxbury Interfaith Council   August 2008 - September 2013
D & H Print Management   September 2007 - August 2010
Smith & McCafferty   February 1993 - October 1995
State Street Research   May 1990 - February 1993

Skills
QuickBooks, Constant Contact, Excel, Bookkeeping, Small Business, Event Planning, Coordinating Events, Event Management, Fundraising, Organization, Public Relations, Budgets, Advertising, Microsoft Excel, Microsoft Word, Newsletters, Marketing, Accounting, Facebook, Management, Customer Service, Social Media, Marketing Strategy, Leadership, Team Building, Nonprofits, Microsoft Office, Sales, New Business Development, Entrepreneurship, Negotiation, Social Media Marketing, Sales Management, Communication, Retail, Marketing Communications, Social Networking, Online Marketing, Start-ups, Business Planning, Coaching, PowerPoint, Project Management, Email Marketing, Accounts Receivable, Account Management, Training, Business Strategy, Accounts Payable, Strategy

Education
Boston University Questrom School of Business   1991 — 1993
MBA, Accounting

University of Massachusetts Boston   1987 — 1989
BSBA, Marketing

Mary Ruth Moran Mary Ruth Moran Greater Boston Area Details
Mary Ruth Moran's State Street Research Experience 2001 - 2004
Job Digital Marketing Leader
Industry Marketing and Advertising
Experience
Consultant  2013 - Present
Boston Scientific  2005 - 2013
State Street Research   2001 - 2004
Precipio Partners   1999 - 2001
Strategic Interactive Group (SIG)/Digitas   1997 - 1998
Fidelity Investments  1995 - 1997
Fidelity Investments  1987 - 1995
Bank of New England Corporation  1980 - 1985

Skills
Strategic Planning, Strategy, Cross-functional Team..., Process Improvement, Marketing Strategy, Market Development, Product Management, Leadership, Competitive Analysis, Product Development, CRM, Market Research, Marketing Management, Digital Marketing

Education
Harvard Business School   1985 — 1987
MBA, Concentrations in Finance and Control

Wellesley College   1976 — 1980
BA, Political Science

Bruce Hoffmann Bruce Hoffmann Columbus, Ohio Area Details
Bruce Hoffmann's State Street Research Experience August 1994 - February 1997
Job Accomplished Strategic Marketing Executive
Industry Financial Services
Experience
TIAA-CREF  April 2010 - January 2013
Sentinel Investments  February 2007 - May 2009
T. Rowe Price  April 2005 - January 2007
Waddell & Reed/Ivy Funds   October 2003 - April 2005
Banc of America Capital Management/Nations Funds   May 1999 - February 2003
Evergreen Investments  April 1998 - November 1998
AIM Distributors, Inc.   February 1997 - March 1998
State Street Research   August 1994 - February 1997
Liberty Mutual Insurance  January 1992 - July 1994

Skills
Mutual Funds, Investments, Asset Managment, Asset Management, Competitive Analysis, Strategy, Marketing, Product Marketing, Marketing Communications, Marketing Strategy, Financial Services, Product Management, Market Research, Leadership, Management, Advertising, Business Development, Integrated Marketing

Education
Northeastern University   1987 — 1991
BS, Communications

Keri Urwin (Klontz), MBA Keri Urwin (Klontz), MBA Raleigh, North Carolina Details
Keri Urwin (Klontz), MBA's State Street Research Experience 1999 - 2000
Job Senior Consultant at Halloran Consulting Group, Inc.
Industry Pharmaceuticals
Experience
Halloran Consulting Group, Inc.   June 2013 - Present
Pfizer (Contractor)   July 2007 - June 2013
GSK  2005 - 2007
Biogen Idec  2000 - 2005
State Street Research   1999 - 2000

Skills
Pain, Neurology, Clinical Trials, FDA, Regulatory Submissions, Clinical Trial..., CRO, Clinical Development, GCP, Pharmaceuticals, Clinical, Clinical Research, EDC, Phase I, Budget Management, R&D, Pharmaceutical Industry, Clinical Monitoring, Clinical Operations, Protocol, 21 CFR Part 11, Lifesciences, Neuroscience, Clinical Study Design, ICH-GCP, Drug Development, Clinical Data Management, Sop, Oncology, Pain Management, Biotechnology, Life Sciences, CTMS, SOP

Education
Meredith College   2005 — 2008
MBA, MBA

University of Iowa   1994 — 1999
Bachelor of Arts (B.A.), Psychology and Physical Studies

Dean Poritzky Dean Poritzky Greater Boston Area Details
Dean Poritzky's State Street Research Experience 1988 - 2002
Job Sales Associate at Hammond Residential
Industry Real Estate
Experience
Hammond Residential  December 2013 - Present
Benoit Mizner Simon & Co. Real Estate   January 2013 - December 2013
Dean Poritzky Custom Homes   2002 - December 2013
State Street Research   1988 - 2002
Fidelity Investments  1987 - 1997
Fidelity Investments  1987 - 1997

Skills
Asset Managment, Investments, New Home Sales, Interior Design, Single Family Homes, Real Estate, Investment Properties, Construction, Renovation, Portfolio Management, Relocation

Education
Wharton Business School   1985 — 1987
MBA, Finance

SUNY Binghamton   1979 — 1983

Susan Drake Susan Drake Raleigh-Durham, North Carolina Area Details
Susan Drake's State Street Research Experience 1986 - 2000
Job Associate Director at University of North Carolina
Industry Education Management
Experience
University of North Carolina  May 2007 - Present
Coldwell Banker Realty Center   2003 - 2007
State Street Research   1986 - 2000
State Street Research & Management Company  1986 - 2000

Skills
Real Estate, Property Management, Valuation, Investments, Financial Modeling, Market Analysis, Negotiation, Real Estate Transactions, Contract Negotiation, Financial Analysis, Real Estate Development, Real Estate Economics, Investment Properties, Due Diligence, Public Speaking, Commercial Real Estate, Entrepreneurship, Private Equity, Portfolio Management, Finance

Education
Cornell University - Johnson Graduate School of Management   1979 — 1981
MBA, Finance

Skidmore College   1971 — 1975
BSBA, Management

Greens Farms Academy   1968 — 1971
High School Diploma

Ina Mehmeti Ina Mehmeti Greater Boston Area Details
Ina Mehmeti's State Street Research Experience May 1999 - November 2002
Job DME Overpayments at HP Enterprise Services
Industry Financial Services
Experience
HP Enterprise Services/NHIC, Corp.   December 2012 - May 2014
Career Collaborative  April 2009 - December 2012
Boston Capital  March 2012 - July 2012
Cambridge Savings Bank  November 2011 - February 2012
State Street Corporation  November 2008 - March 2009
SSGA  March 2008 - September 2008
First Marblehead  July 2005 - October 2007
State Street Research   May 1999 - November 2002

Skills
Mutual Funds, Bloomberg, Investments, Banking, Financial Services, Financial Analysis

Education
Bunker Hill Community College   2002 — 2004

Beth Favaloro Beth Favaloro Greater Boston Area Details
Beth Favaloro's State Street Research Experience 1993 - 1998
Job Senior Relationship Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  January 1999 - Present
State Street Research   1993 - 1998
MFS Investment Management  1987 - 1992

Skills
Mutual Funds, Wealth Management, Investment Advisory, Investments, Investment Strategies, IRAs, Financial Advisory, Equities, Alternative Investments

Education
Boston University - School of Management   1989 — 1991
Master of Business Administration (MBA)

University of New Hampshire   1981 — 1985
BS Admn, Business

Beverly High School   1979 — 1981

Norwood High School   1978 — 1979

Amy Healy Amy Healy Cincinnati Area Details
Amy Healy's State Street Research Experience October 1988 - March 2005
Job Financial Services
Industry Legal Services
Experience
State Street Research   October 1988 - March 2005

Skills
Securities

Education
Miami University   1982 — 1986
B. Phil., Interdisciplinary Studies

Henry B. Riter, CFA Henry B. Riter, CFA Greater Boston Area Details
Henry B. Riter, CFA's State Street Research Experience 2003 - 2005
Job Vice President, Senior Plan Advisor at Sentinel Benefits & Financial Group
Industry Financial Services
Experience
Sentinel Benefits & Financial Group  July 2015 - Present
New England Aquarium  August 2012 - June 2015
Bentley University  January 2014 - December 2014
BlackRock  2005 - 2011
State Street Research   2003 - 2005
MetLife  1997 - 2003
BSAS   1998 - 2001
New England Pension Consultants  1996 - 1997
EASCORP   1993 - 1996

Skills
Product Management, Fixed Income, Pensions, Insurance, Institutional, Mutual Funds, Series 7, Asset Management, Asset Allocation, Portfolio Management, Hedge Funds, Alternative Investments, Asset Managment, Investments, Investment Strategies, Equities, Finance, Relationship Management, Financial Services, Investment Management, Due Diligence, Management, Securities, Tax

Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science (MS), Taxation

Bentley College - Elkin B. McCallum Graduate School of Business   1989 — 1992
Master’s Degree, Finance

Salem State University   1984 — 1988
BS, Business

Kristen Solo Kristen Solo United States Details
Kristen Solo's State Street Research Experience December 1992 - August 1994
Job Attorney at The Standard
Industry Financial Services
Experience
The Standard  July 2015 - Present
Lexidyne LLC   May 2010 - June 2015
Scudder Investments  1999 - 2004
Arthur Andersen, LLP  June 1998 - June 1999
Putnam Investments  June 1995 - June 1998
State Street Research   December 1992 - August 1994

Skills
Defined Benefit, Legal Writing, Mutual Funds, Pensions, Securities, ERISA, Human Resources, 401k, Financial Services, Employee Benefits, Retirement, Investments, Mergers, Leadership

Education
Suffolk University Law School   1994 — 1997
JD, Law

Colorado College   1989 — 1992
BA, Political Economy

R. Dino Davis, CFA R. Dino Davis, CFA Greater Boston Area Details
R. Dino Davis, CFA's State Street Research Experience February 2001 - February 2005
Job Institutional Portfolio Manager at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management  June 2012 - Present
Numeric Investors  May 2010 - June 2012
Rampart Investment Management  February 2008 - August 2009
Pyramis Global Advisors (A Fidelity Investments Company)   March 2005 - June 2007
State Street Research   February 2001 - February 2005
Wellington Management  February 1995 - February 2001
The Boston Group Software Consultants(TBG)   August 1994 - February 1995
First American Real Estate Tax Service, Inc.   August 1993 - August 1994
United States Army  June 1985 - June 1992

Skills
Portfolio Management, Investments, Capital Markets, Series 7, Asset Management, Investment Management, Institutional..., Chartered Financial..., Series 63, Relationship Management, Trading, Fixed Income, Equities

Education
Babson College   1991 — 1993
MBA, International Finance/Marketing

Cornell University   1981 — 1985
BS, Agricultural Economics

Frankfurt American High School

Will Smith Will Smith Greater Boston Area Details
Will Smith's State Street Research Experience June 2004 - August 2004
Job
Industry Computer Software
Experience
Warner Bros. Games  November 2014 - Present
Fidelity Investments  February 2014 - November 2014
Nexage  November 2013 - February 2014
Nokia Analytics (Nokia Cloud Services) at Nokia   July 2011 - October 2013
MIT Lincoln Laboratory  September 2007 - April 2011
Novell Inc  April 2007 - July 2007
Axcelis Technologies Inc  March 2005 - April 2007
P and H   November 2004 - March 2005
State Street Research   June 2004 - August 2004
Eliassen Group Inc   August 2001 - November 2003

Skills
SOA, XML, Agile Methodologies, Tomcat, Eclipse, Java, Unix, Maven, JSP, Software Development, Spring, Perl, Hibernate, Web Services, MySQL, JavaScript, C#, SOAP, Ant, Microsoft SQL Server, Object Oriented Design, Oracle, Databases, Servlets, Integration, Java Enterprise Edition, Linux, Architecture, Shell Scripting, Visual Studio, Hadoop, Apache, JDBC, Cloud Computing, JBoss Application Server, CVS, Architectures, Amazon Web Services..., Big Data

Education
Daniel Webster College   1992 — 1998
Bachelors of Science

Jon Stephenson Jon Stephenson Greater Boston Area Details
Jon Stephenson's State Street Research Experience 1997 - 2003
Job Portfolio Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments  January 2013 - Present
Pioneer Investments  January 2011 - January 2013
Summer Street Research Partners  November 2008 - February 2011
Akasha Capital   April 2008 - October 2008
John Hancock  2007 - 2007
Sumer Street Research Partners   2003 - 2007
State Street Research   1997 - 2003
State Street Research   1997 - 1999

Skills
Investment Banking, Equities, Bloomberg, Healthcare, Mergers & Acquisitions, Mutual Funds, Valuation, Hedge Funds, Equity Research, Financial Services, Series 7, Strategy, Competitive Analysis, Entrepreneurship, Venture Capital, Investments, Capital Markets, Asset Management, Management, Financial Modeling

Education
Bucknell University   1993 — 1997

Kelli Crump Capozzoli - RPA Kelli Crump Capozzoli - RPA Greater Boston Area Details
Kelli Crump Capozzoli - RPA's State Street Research Experience April 1998 - August 2001
Job CBRE Global Corporate Services on the Iron Mountain account
Industry Commercial Real Estate
Experience
CBRE / New England   November 2009 - April 2013
RREEF  August 2001 - November 2009
State Street Research   April 1998 - August 2001
Cabot, Cabot & Forbes   February 1989 - September 1991
Leggat McCall Properties  August 1987 - February 1989

Skills
Leasing, Financial Analysis, Property Management, Real Estate, Lease Administration, Tenant, Leases, Corporate Real Estate, Lease Negotiations, Landlord, Disposition, Investments, Real Estate Development, Real Estate Transactions, Brokerage, Rent Roll, Investment Properties, Facilities Management, Asset Management, Facilities Operations, CAM Reconciliation, Commercial Real Estate, Commercial Leasing, Due Diligence, Yardi, Shopping Centers, Tenant Retention, Building Management, Location Intelligence, Tenant Representation, Rentals, Real Estate Economics, Landlords, Residential Homes, Commercial Management, Contract Negotiation, Appraisals, Building Maintenance, Operating Budgets, Selling, Property, Budgets, Management, Customer Service, Sales, Dispositions

Education
Colby College   1982 — 1985
B.A, Biology, General

The MacDuffie School   1980 — 1981
Diploma

Northeastern University
Accounting

Elizabeth Geiler Elizabeth Geiler Greater Boston Area Details
Elizabeth Geiler's State Street Research Experience May 2001 - January 2005
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Edge   October 2010 - Present
Bank of America  May 2009 - October 2010
Bank of America  March 2005 - May 2009
State Street Research   May 2001 - January 2005
Credit Suisse First Boston  March 1992 - April 2000

Skills
Series 24, Series 7, Investment Products, Securities, Mutual Funds, Program Management, Process Improvement, Client Service, Compliance, Risk Management, Investments, Financial Services, Strategic Financial..., Equities, Investment Management, Fixed Income, Financial Planning

Education
Boston University   1985 — 1989
BA, International Relations - Business & Economics; Minor in French

Westhill High School

Alice Donisi-Feehan Alice Donisi-Feehan Falmouth, Massachusetts Details
Alice Donisi-Feehan's State Street Research Experience January 1985 - January 1994
Job Real Estate Broker at Kinlin Grover GMAC Real Estate
Industry Real Estate
Experience
Kinlin Grover GMAC Real Estate  April 2001 - Present
TJ Maxx  January 1995 - July 2001
State Street Research   January 1985 - January 1994

Skills
Banking, Retail Buyer, Real Estate Broker, First Time Home Buyers, Buyer Representation, Condos, Listings, Single Family Homes, Vacation Homes, 1031 Exchanges, Real Estate, New Home Sales, Buyers, Townhomes, Residential Homes, Waterfront, ABR, Investment Properties, e-PRO, Sellers, Investors, Real Property, New Homes, Real Estate Development, Luxury, Referrals, Listing Homes, Foreclosures, Relocation Buyers, Seller Representation, Seniors, Home Staging, Real Estate Transactions, National Association of..., Move Up Buyers, Income Properties, Real Estate Marketing, REO, Property, Real Estate License, FHA

Education
Framingham State College
Bachelor's degree, English Language and Literature/Letters

Framingham State College
BA English Literature

Christopher Austin, CFA Christopher Austin, CFA Greater New York City Area Details
Christopher Austin, CFA's State Street Research Experience 1999 - 2003
Job Global Head of Consultant Relations and Director of Marketing & Client Relations at Intermediate Capital Group (ICG)
Industry Investment Management
Experience
Standish Mellon Asset Management  2003 - May 2014
State Street Research   1999 - 2003
Mercer Investment Consulting  1996 - 1999

Skills
Investments, Alternative Investments, Institutional..., Asset Allocation, Hedge Funds, Fixed Income, Investment Management, Asset Managment, Mutual Funds, Investment Strategies, Equities, Financial Services, Strategy, Fund Of Funds, Portfolio Management, Series 7, Asset Management

Education
Lake Forest College   1992 — 1996
Bachelor's degree, Economics

The Gunnery School   1991 — 1992
Post Graduate

St. John's Prep   1987 — 1991

Scott Farden Scott Farden Greater Boston Area Details
Scott Farden's State Street Research Experience 2002 - 2004
Job Managing Director at Providence Equity Partners
Industry Investment Management
Experience
Providence Equity Partners  March 2012 - Present
Raptor Capital Management  January 2009 - 2011
Redbrick Capital   2004 - 2008
State Street Research   2002 - 2004
Morgan Stanley  1995 - 2000
Goldman Sachs  1992 - 1995

Skills
Business Management, Hedge Funds, Asset Management, Business Strategy, Sales Management, Marketing Strategy, Product Development, Institutional, Alternative Investments, Private Equity, Fund Of Funds, Client Service, Investor Relations, Strategic Planning, New Business Development

Education
Harvard University   1984 — 1989
BA, Economics

Nancy Briggs Nancy Briggs Hopkinton, Massachusetts Details
Nancy Briggs's State Street Research Experience January 1992 - January 2000
Job Sales and Marketing Specialist at Solect Energy Development, LLC
Industry Environmental Services
Experience
Solect Energy Development, LLC  September 2015 - Present
Igloo.com Limited   December 2014 - August 2015
ZeptoMetrix Corporation  2013 - 2014
Advest, Inc.   February 2000 - October 2001
State Street Research   January 1992 - January 2000

Skills
Relationship Management, Business Development, Sales, Marketing, Microsoft Office, Salesforce.com, CRM, New Business Development, Financial Advisory, Sales Operations, Account Management, Project Management, Strategic Planning

Education
Bridgewater State University   1987 — 1991
Bachelor's Degree, Business, Marketing

Joseph Bonaceto CPA, MBA Joseph Bonaceto CPA, MBA Greater Boston Area Details
Joseph Bonaceto CPA, MBA's State Street Research Experience August 2003 - August 2004
Job Associate at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  September 2013 - Present
Brown Brothers Harriman  March 2013 - September 2013
JPMorgan Chase  January 2013 - February 2013
BNY Mellon  October 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.)   October 2006 - August 2011
Investors Bank & Trust  August 2005 - October 2006
Investors Bank & Trust  August 2004 - August 2005
State Street Research   August 2003 - August 2004
State Street Research   July 2001 - August 2003
State Street Research   July 2000 - July 2001

Skills
N-CSR, N-SAR, N-MFP, N-Q, 24F-2, N-1A, Regulation S-X, The Investment Company..., FAS 157, FAS 161, Mutual Funds, Hedge Funds, Financial Reporting, IFRS, CFTC, Auditing, Derivatives, FAS 5, Finance, Fund Accounting, Internal Controls, Investments, Portfolio Management, Securities, Valuation, Bloomberg, Financial Analysis

Education
Clark University   2000 — 2004
MBA, Finance

Bryant University
Bachelor of Science (B.S.), Business Administration and Management, General

Vincent Pucillo Vincent Pucillo Greater Boston Area Details
Vincent Pucillo's State Street Research Experience November 1998 - June 2000
Job Learning Design Manager at Dunkin' Brands
Industry Retail
Experience
Dunkin' Brands  April 2012 - Present
BJ's Wholesale Club  January 2001 - January 2011
J. Baker  June 2000 - January 2001
State Street Research   November 1998 - June 2000
Putnam Investments  January 1996 - November 1998

Education
University of Miami - School of Business   1993 — 1994
MBA, Finance

Boston College - Carroll School of Management   1987 — 1991
BS, Finance

Sheldon J. Sherwood Sheldon J. Sherwood Greater New York City Area Details
Sheldon J. Sherwood's State Street Research Experience September 1998 - September 2001
Job Procurement/Office Administration Specialist
Industry Financial Services
Experience
First Trade Union Bank  May 2012 - May 2013
Agero, Inc.   September 2011 - May 2012
PSCH, Inc.   September 2009 - September 2011
Clear Channel Inc   August 2007 - September 2009
Island/Def Jam Music Group   September 2001 - December 2003
State Street Research   September 1998 - September 2001
Universal Music Group  June 1996 - June 1998

Skills
Microsoft Excel, Event Planning, Marketing, Social Media, Financial Analysis, Outlook, Access, Negotiation, Management, Sales, Microsoft Word, Advertising, Accounting, PowerPoint, Program Management, Leadership

Education
Bentley University
Bachelor of Science, Finance

Church Farm School (High School)

Johan Glozman Johan Glozman Greater New York City Area Details
Johan Glozman's State Street Research Experience July 2003 - March 2004
Job Managing Director, NorthPoint Financial / ACA Technology Solutions
Industry Financial Services
Experience
NorthPoint Financial / ACA Technology Solutions   February 2006 - Present
Philips  March 2005 - February 2006
Bisys Hedge Fund Services  March 2004 - March 2005
State Street Research   July 2003 - March 2004
Biogen Idec  December 2002 - July 2003
Granitar, Inc.   1999 - 2002
Kanda Software  1995 - 1999

Skills
Business Analysis, SQL, Requirements Management, Hedge Funds, Agile, SDLC, Customer Relations, Software Development, Bloomberg, SQL Server, SSRS, Requirements Analysis, ASP.NET, Data Warehousing, Equities, Fixed Income, Web Services, .NET, C#, Requirements Gathering, Architecture, Integration, XML, Visio, Java, VB.NET, IT Strategy, Team Leadership, Database Design, Software Project..., Scrum, SOA, Product Management, J2EE

Education
Brandeis University   1995 — 1999
BS, Mathematics

Maureen Chew Maureen Chew Greater Boston Area Details
Maureen Chew's State Street Research Experience May 1988 - May 1992
Job Retired at Commonwealth of Massachusetts
Industry Information Technology and Services
Experience
Commonwealth of Massachusetts  2014 - Present
Commonwealth of Massachusetts  March 2008 - January 2014
Commonwealth of Massachusetts  July 2001 - March 2008
Comm of Mass / Criminal History Systems Board   March 1998 - May 2000
ITD Commonwealth of Massachusetts   May 1992 - March 1998
State Street Research   May 1988 - May 1992
AT&T  September 1985 - May 1988
Western Electric  August 1979 - September 1985

Skills
Government, Policy, Community Outreach, Strategic Planning, Public Speaking, Qualitative Research, Fundraising, Leadership, Economic Development, Event Planning, Microsoft Office, Workforce Development, Environmental Policy, Local Government, Microsoft Excel, Proposal Writing, Program Management, Emergency Management, Volunteer Management, Editing, Legislation, Research, Higher Education, Program Development, Public Relations, Analysis, State Government, Public Policy, Workshop Facilitation, Project Management, Program Evaluation, Public Administration, Grants, Data Analysis, Policy Analysis, Non-profits, PowerPoint, Community Development, Grant Writing, Politics, Project Planning, Political Campaigns, System Administration, Strategic Communications, Governance, Budgets, Change Management, Organizational..., Enterprise Software

Education
Boston University   1975 — 1976
Masters, Urban Planning

Boston State College   1971 — 1975
BS, Science / Education

Nancy Place Nancy Place Greater Boston Area Details
Nancy Place's State Street Research Experience 1980 - 1982
Job Senior Vice President at Appleton Partners, Inc.
Industry Financial Services
Experience
Appleton Partners, Inc.   2003 - Present
USTrust Company of Boston   1996 - 2003
USTrust  1996 - 2003
BayBank  1986 - 1996
Gardner and Preston Moss   1982 - 1986
State Street Research   1980 - 1982

Skills
Portfolio Management, Investments, Alternative Investments, Asset Management, Finance, Asset Managment, Mutual Funds, Financial Analysis, Fixed Income, Strategic Planning, Securities, Equities, Banking, Financial Services, Financial and..., Wealth Preservation..., Multi-generational..., Private Equity, Private Banking, Trust Management, Family Office, Estate Planning

Education
Boston University   1998 — 2001
MFP, Financial Planning and Services

Northwestern University - Kellogg School of Management   1992 — 1994
Trust Administration

Simmons College - Simmons School of Management   1988 — 1991
MBA, Finance

Bentley University   1977 — 1981
BS, Finance

Sushama Dasari Sushama Dasari Baltimore, Maryland Details
Sushama Dasari's State Street Research Experience 2009 - 2009
Job Research Associate at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price  April 2013 - Present
Morgan Stanley  June 2012 - April 2013
Morgan Stanley  2010 - July 2012
State Street Research   2009 - 2009
UBS  2008 - 2008

Skills
Equities, Valuation, Capital Markets, Financial Modeling, Trading, Equity Research, Equity Derivatives, FX Options, Mutual Funds, Bloomberg, Investment Banking, Fixed Income, Hedge Funds, Derivatives, Private Equity

Education
Massachusetts Institute of Technology   2004 — 2008
BS, Electrical Engineering & Computer Science

Alison Shanahan Alison Shanahan Cleveland/Akron, Ohio Area Details
Alison Shanahan's State Street Research Experience February 1999 - August 1999
Job Business Development Manager for bloom at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  March 2011 - December 2012
Ameriprise Financial  March 2010 - March 2011
Merrill Lynch Investment Management  May 2000 - September 2001
State Street Research   February 1999 - August 1999
State Street Research   February 1998 - February 1999
Putnam Investments  July 1997 - February 1998
Putnam Investments  September 1996 - July 1997
Putnam Investments  June 1995 - September 1996

Education
Le Moyne College   1991 — 1995
BA, English

Distinctions and Community Activities
BA Degree, English Literature

Matt Overton Matt Overton Greater Boston Area Details
Matt Overton's State Street Research Experience April 2004 - January 2005
Job Vice President at j.m. Overton Sales and Marketing Co., Inc.
Industry Retail
Experience
j.m. Overton Sales and Marketing co., inc.   February 2010 - Present
BlackRock  October 2006 - May 2010
BlackRock  January 2005 - October 2006
State Street Research   April 2004 - January 2005
State Street Research   December 2003 - April 2004

Skills
Series 63, Asset Allocation, Product Management, Series 7, Mutual Funds, Marketing, Food Industry, Food Manufacturing, Sales, Sales Presentations, Grocery, Inventory Management, Food & Beverage, Food Processing, Food Preparation, Sales Management, Sales Operations, Sales Process, Grocery Industry, Food, Strategic Planning, Marketing Strategy, Series 6, Analysis, Forecasting, Investment Strategies, Fixed Income, Separately Managed..., Securities, Investment Management, FINRA, Asset Management, Equities, Hedge Funds, Relationship Management, Uniform Combined State...

Education
Colby College   1998 — 2002
BA, Economics, Spanish, Art

Northwestern University   2001 — 2002

Universidad de Salamanca   2001 — 2001

Thayer Academy   1994 — 1998

Ruthann Sullivan Ruthann Sullivan Montpelier, Vermont Details
Ruthann Sullivan's State Street Research Experience 1997 - 2000
Job Director Information Technology Infrastructure at Vemont Mutual
Industry Information Technology and Services
Experience
Vemont Mutual Insurance Group   August 2012 - Present
State of Vermont  August 2006 - August 2012
State of Vermont  January 2011 - July 2011
State of Vermont  2006 - 2010
BlackRock Solutions  2005 - 2006
MetLife  2004 - 2005
State Street Research and Management  2000 - 2004
State Street Research   1997 - 2000
State Street Research   1995 - 1997
Staples  1991 - 1995

Skills
Project Management, Vendor Management, Program Management, Process Improvement, Strategic Planning, Team Building, Change Management, Disaster Recovery, Leadership, Telecommunications, Project Planning, Team Leadership, Coaching, Contract Negotiation, Customer Service, Data Center, Enterprise Software, IT Management, ITIL, Integration, Management, Network Administration, Networking, Risk Management, Security, Software Documentation, Strategy, Testing, Training, Visio, VoIP, WAN

Education
Snelling Center for Government, Vermont Leadership Institute   2009 — 2010
Leadership

Nichols College   1987 — 1991
BS, Management

Bert Carabitses Bert Carabitses Providence, Rhode Island Area Details
Bert Carabitses's State Street Research Experience November 1998 - November 1999
Job at Allstate Insurance Company
Industry Financial Services
Experience
Allstate Insurance Company  December 2010 - Present
Fidelity Investments  November 1999 - October 2010
State Street Research   November 1998 - November 1999
First Data Corporation  1996 - 1998
Equitable Life  1995 - 1996

Skills
Insurance, Financial Planning, Retirement Planning, Investments, Mutual Funds, Series 7, Strategic Financial..., Retirement, Fixed Annuities, Life Insurance, Variable Annuities, Term Life Insurance, 529 Plans, Financial Services, Series 63, Wealth Management, 401k, Asset Allocation, Disability Insurance, IRAs, Long-term Care, FINRA

Education
Rhode Island College   1991 — 1992
Accounting, Management

Community College of Rhode Island   1987 — 1990
Associates, Management

La Salle Academy   1982 — 1986
High School

Brandon Harnois Brandon Harnois Greater Denver Area Details
Brandon Harnois's State Street Research Experience March 2000 - July 2000
Job Operations Finance Manager at ProBuild Holdings
Industry Consumer Electronics
Experience
ProBuild Holdings  October 2013 - Present
ProBuild Holdings  January 2012 - Present
Digicomm International, Inc.   January 2011 - December 2011
Arrow Electronics, Inc. (formerly Alternative Technology)   January 2007 - January 2011
Navigant International, Inc. (purchased by Carlson Wagonlit Travel)   March 2003 - January 2007
Expanets, Inc. (purchased by Avaya, Inc.)   July 2000 - March 2003
State Street Research   March 2000 - July 2000
KPMG  December 1996 - March 2000
Price Waterhouse  January 1992 - December 1996

Skills
Forecasting, SOX, Financial Analysis, Variance Analysis, Budgeting, AOP, Financial Modeling, Financial Reporting, Plant Closures, Data Analysis, Database Design, Database Management, Policy Writing, Accounting, Budgets, Management, Process Improvement, Acquisition Integration, Account Reconciliation, Access, Sarbanes-Oxley Act, Cash Flow, Analysis, Auditing, Pricing, Corporate Finance, Financial Accounting, Internal Audit

Education
Northeastern University   1998 — 2000
MSF, Finance

Northeastern University   1991 — 1996
Master's degree, Finance, General

Keene High School   1988 — 1991
graduated, General Studies

Chris Hinesley Chris Hinesley Hartford, Connecticut Area Details
Chris Hinesley's State Street Research Experience January 1998 - January 2000
Job Silent Partner H3PR (Neuromodulation) Manager Aetna
Industry Insurance
Experience
H3 Professional Resources, LLC   August 2008 - Present
Aetna  August 2007 - Present
BlackRock  January 2000 - January 2006
State Street Research   January 1998 - January 2000

Education
Central Connecticut State University   2008 — 2008
No, Economics

Arthur Hammarstrom Arthur Hammarstrom Montpelier, Vermont Details
Arthur Hammarstrom's State Street Research Experience June 1993 - May 2000
Job
Industry Financial Services
Experience
Sentinel Investments  April 2008 - Present
Citizens Funds  May 2000 - April 2008
State Street Research   June 1993 - May 2000
Boston Financial Data Services  May 1987 - June 1993

Skills
Database Design and..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Management, Business Analysis, Vendor Management, Operations Management, Call Centers, Risk Management, CRM, Banking, Business Development, Process Improvement, Database Development

Education
Bridgewater State University
Computer Science

Abdirahman Abdi Abdirahman Abdi Greater Boston Area Details
Abdirahman Abdi's State Street Research Experience June 2012 - September 2012
Job Student at Bunker Hill Community College
Industry Marketing and Advertising
Experience
City Hall Boston- New Bostonians   September 2014 - Present
Abdi photography   2014 - Present
State Street Research   June 2012 - September 2012

Skills
Customer Service, Microsoft Excel, Research, Leadership, Microsoft Word, Project Management, Strategic Planning, Social Media, Marketing, Team Leadership, Photoshop, Event Planning, Management, Microsoft Office

Education
Bunker Hill Community College   2011 — 2014
Associate of Arts and Sciences (A.A.S.), Digital Communication and Media/Multimedia

New England School of Photography   2010 — 2011
Associate of Arts (A.A.), Photography

Liz Devin West Liz Devin West Hingham, Massachusetts Details
Liz Devin West's State Street Research Experience 2000 - 2001
Job Head of Marketing Strategy Large Corporate Markets & the Investor Channel at Voya Financial
Industry Financial Services
Experience
Voya Financial  June 2015 - Present
TIAA-CREF  July 2012 - May 2015
Bank of America  January 2010 - July 2012
Bank of America  October 2007 - January 2010
John Hancock Funds  February 2006 - April 2007
Wachovia Retirement Services  2002 - 2006
State Street Research   2000 - 2001
Fidelity Investments  1993 - 2000

Skills
Consulting, Program Management, Product Management, Integrated Marketing, Management, Leadership, Marketing Strategy, Product Marketing, Marketing Management, Thought Leadership, Content Strategy, Marketing Communications, Strategic Planning, Product Development, Segmentation, Financial Services, Strategy, Strategic Partnerships, Analytics, Marketing, Competitive Analysis, Digital Marketing

Education
Boston College   2010 — 2014
MS, Business Communications

Babson College   2010 — 2010
Executive Education, Women's Leadership Program

Boston University   1998 — 1998
PMP, Project Management

Boston College   1988 — 1992
BA, Communications

Newton Country Day   1984 — 1988

Diane (Ferrara) Cappuccio Diane (Ferrara) Cappuccio Greater Boston Area Details
Diane (Ferrara) Cappuccio's State Street Research Experience September 1996 - May 2000
Job Lead Graphic Designer at Staples Corporation
Industry Graphic Design
Experience
Staples, Inc.   January 2005 - Present
State Street Research   September 1996 - May 2000
Pioneering Management Corporation   June 1990 - September 1996

Skills
InDesign, Photoshop, Illustrator, Graphic Design, Direct Mail, Catalogs, Adobe Acrobat, Layout, Flyers, Adobe Creative Suite, Brochures, Mac, Typography, Logo Design, Graphics

Education
Northeastern University   1994 — 1997
Certificate, Graphic Design

University of Massachusetts, Amherst   1986 — 1990
Bachelor of Arts, Industrial Psychology

Liang Meng Liang Meng Boston, Massachusetts Details
Liang Meng's State Street Research Experience January 2011 - May 2011
Job Travelers
Industry Research
Experience
Travelers  February 2013 - Present
Boston University  June 2009 - December 2012
Travelers  June 2012 - August 2012
State Street Research   January 2011 - May 2011
KPMG Advisory  August 2009 - September 2009

Skills
Matlab, R, Statistics, SAS, Data Analysis, Excel, Microsoft Office, Research, PowerPoint, Modeling, Financial Modeling, Problem Solving, Time Series Analysis, Algorithms, Stata, Quantitative Finance, Econometrics, Analysis, C++

Education
Boston University   2007 — 2012
PH.D., Statistics

Beihang University   2001 — 2005
B.A., Applied Math

shijiazhuang 2 zhong

David Record David Record Charlotte, North Carolina Area Details
David Record's State Street Research Experience 2001 - 2002
Job Partner at Adeptyx Consulting
Industry Financial Services
Experience
Adeptyx Consulting   April 2010 - Present
Evergreen Investments  January 2002 - June 2010
Bank of America  2010 - 2010
State Street Research   2001 - 2002
Symphoni Interactive  1999 - 2001
oechsle   1989 - 1998

Skills
Relationship Management, Process Improvement, Process Redesign, Acquisitions, Liaison, CRD, Portia, Financial Services, Team Building, Securities, Asset Managment, Risk Management, Financial Risk, Fixed Income, Mutual Funds, Asset Management, Derivatives, Trading

Education
Northeastern University
Computer Science

Will Swenson, CFP® CIMA® Will Swenson, CFP® CIMA® Greater Boston Area Details
Will Swenson, CFP® CIMA®'s State Street Research Experience January 2001 - February 2003
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  August 2005 - Present
Putnam Investments  February 2003 - August 2005
State Street Research   January 2001 - February 2003
John Hancock Life Insurance Company (U.S.A.)   January 2000 - February 2001
Pioneer Investments  April 1997 - January 2000

Skills
Personal Financial..., Investment Strategies, Investment Advisory, Relationship Management, Investment Management, Portfolio Management, Wealth Management..., Asset Management, Marathon, Asset Allocation

Education
Colorado College   1990 — 1994
BA, English

The William Penn Charter School   1986 — 1990

Ken Frey Ken Frey Montpelier, Vermont Details
Ken Frey's State Street Research Experience June 1999 - February 2005
Job SVP and Portfolio Manager at Maple Capital Management
Industry Investment Management
Experience
Maple Capital Management  May 2013 - August 2015
Standard & Poor's   April 2010 - May 2013
Dwight Asset Management  2006 - August 2009
Nationwide Insurance  March 2005 - June 2006
State Street Research   June 1999 - February 2005
The Boston Company Asset Management  1996 - 1999
New England Mutual Life  1988 - 1996

Skills
Fixed Income, Capital Markets, Portfolio Management, Bonds, Equities, Asset Management, Bloomberg, Derivatives, Credit Analysis, Alternative Investments, Investments, Securities, Structured Finance, Hedge Funds, Asset Allocation, Banking, Credit Risk

Education
New York University - Leonard N. Stern School of Business   1983 — 1985
MBA, Finance

Cornell University   1979 — 1982
MPS, Communications

Heidelberg University   1975 — 1979
BA, English

Francine Sallustio Francine Sallustio Greater Boston Area Details
Francine Sallustio's State Street Research Experience 1997 - 1999
Job at Saturn Management
Industry Accounting
Experience
Saturn Management   December 2009 - January 2013
LLM Capital   January 2005 - December 2009
Melalueca  2005 - 2007
Triumph  1998 - 2004
State Street Research   1997 - 1999
University Hosptial   1990 - 1992

Skills
Microsoft Excel, Start-ups, Management, Budgets, Training

Education
Northeastern University   1987 — 1992

Whitman-Hanson Regional   1983 — 1987

Kristen Maines Kristen Maines Greater Boston Area Details
Kristen Maines's State Street Research Experience 2000 - 2002
Job Certified Stylist at J. Hilburn Men's Clothier
Industry Accounting
Experience
J. Hilburn Men's Clothier   January 2015 - Present
Timberline Enterprises, LLC.   April 2014 - January 2015
Anna Jaques Hospital  August 2012 - April 2013
State Street Research   2000 - 2002
Deloitte  1996 - 2000

Skills
Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Reporting, Accounting, Depreciation, FRx, Consolidated Financial..., Year-end Close, Microsoft Dynamics SL, Monthly Close, Year End Accounts, Auditing, General Ledger, Financial Accounting, GAAP

Education
Babson College   1992 — 1996
Bachelor's degree, Accounting

Paul Giovanniello Paul Giovanniello Greater New York City Area Details
Paul Giovanniello's State Street Research Experience 2001 - December 2004
Job
Industry Financial Services
Experience
Calamos Investments  March 2014 - Present
Columbia Management  August 2005 - March 2014
BlackRock  January 2005 - August 2005
State Street Research   2001 - December 2004

Skills
Investments, Separately Managed..., Asset Management, Equities, Portfolio Management, Mutual Funds, Alternative Investments, Wealth Management, Series 63, Series 7, Asset Allocation, Securities

Education
Boston College   1995 — 1999
Bachelors, Finance

Thomas O'Shaughnessy, CFP® Thomas O'Shaughnessy, CFP® Greater Chicago Area Details
Thomas O'Shaughnessy, CFP®'s State Street Research Experience May 2001 - October 2002
Job Director BKD Wealth Advisors
Industry Financial Services
Experience
BKD Wealth Advisors  November 2014 - Present
Wolf & Company LLP  May 2014 - November 2014
Hunter Benefits Consulting Group, Inc.   March 2010 - April 2014
John Hancock Retirement Services  August 2003 - March 2010
John Hancock USA (aka Manulife Financial)   2003 - March 2010
State Street Research   May 2001 - October 2002
Scudder Investments  November 1996 - April 2000
H.D. Vest Financial Services   April 1996 - September 1999

Skills
Retirement, Retirement Planning, Mutual Funds, Pensions, Employee Benefits, Financial Advisory, Small Business, Fixed Annuities, Defined Benefit, Financial Services, ERISA, Retirement Plan..., Investments, Valuation, Marketing, Insurance, Life Insurance, Morningstar, Wealth Management, Series 7, Disability Insurance, 401k

Education
Benedictine University   2009 — 2012

University of Illinois at Urbana-Champaign   1988 — 1992
Bachelor of Arts (B.A.)

Melissa A. Duffy, AIF ® Melissa A. Duffy, AIF ® Portland, Maine Area Details
Melissa A. Duffy, AIF ®'s State Street Research Experience May 1997 - September 1999
Job Managing Director, Partner at Simmons Wilkes Investment Advisors HighTower
Industry Financial Services
Experience
HighTower  August 2015 - Present
Duffy Anderson Investment Management   October 2008 - August 2015
Wachovia Securities  November 2007 - October 2008
A.G. Edwards & Sons, Inc.   May 2002 - November 2007
Rydex Investments  February 2001 - May 2002
Charles Schwab  October 1999 - September 2000
State Street Research   May 1997 - September 1999
Fidelity Investments  October 1995 - May 1997

Skills
Small Business, Retirement Planning, Management, Marketing, Public Speaking, Training, Sales, Leadership, Nonprofits, Financial Analysis

Education
Miami University   1991 — 1995
Bachelor of Arts (B.A.), International/Global Studies

The Williston Northampton School

John D. Duffy, CPWA John D. Duffy, CPWA Cumberland Foreside, Maine Details
John D. Duffy, CPWA's State Street Research Experience July 1996 - April 1998
Job Partner, Director of Retirement Plan Services at Cribstone Capital Management, LLC
Industry Investment Management
Experience
Cribstone Capital Management, LLC   May 2015 - Present
Duffy Anderson Investment Management Inc., LPL Financial   October 2008 - May 2015
A.G. Edwards   April 2002 - October 2008
MFS Investment Management  May 1998 - April 2002
State Street Research   July 1996 - April 1998
New England Financial  November 1995 - July 1996

Skills
Investments, Asset Management, Alternative Investments, Equities, Portfolio Management, Due Diligence, Fixed Income, Financial Modeling, Business Strategy

Education
Dickinson College   1991 — 1995
Bachelor of Arts (B.A.)

Chaminade High School, Mineola, NY   1987 — 1991

Pavle Sabic, FRM Pavle Sabic, FRM New York, New York Details
Pavle Sabic, FRM's State Street Research Experience May 2007 - December 2007
Job Award Winning Thought Leader
Industry Financial Services
Experience
S&P Capital IQ  November 2013 - Present
S&P Capital IQ  April 2013 - November 2013
S&P Capital IQ  February 2011 - April 2013
State Street  January 2008 - December 2010
State Street Research   May 2007 - December 2007
Kames Capital   June 2007 - September 2007
Spanish Red Cross  September 2006 - December 2006

Skills
Fixed Income, Financial Markets, Capital Markets, Investment Banking, Portfolio Management, Equities, Risk Management, Thought Leadership, Presentations, Derivatives, Mergers & Acquisitions, Risk Management..., Credit Risk, Research, Hedge Funds, Panel Moderator, Financial Services, Analysis, Emerging Markets, Social Media, Market Risk, Product Development, Consulting, Asset Management, Corporate Finance, Business Strategy, University Relations, Strategic Planning, Credit, Business Development, International..., Asset Managment, Regional Integration, Macroeconomics, Bloomberg, Market Intelligence, Project Management, Strategic Partnerships, Economics, Music, Market Research, Writing

Education
The University of Edinburgh   2006 — 2007
Masters

Heriot-Watt University   2001 — 2005
Master's Degree

Waid Academy

Waid Academy

David Griesbauer David Griesbauer Boulder, Colorado Details
David Griesbauer's State Street Research Experience July 1999 - December 2000
Job Vice President Client Solutions at Markit
Industry Information Technology and Services
Experience
Markit  July 2014 - Present
Artisan Partners  January 2014 - March 2014
State Street Global Markets  December 2012 - September 2013
Eaton Vance Management  February 2007 - December 2011
Batterymarch Financial Management  January 2001 - January 2007
State Street Research   July 1999 - December 2000
Ark Asset Management  June 1994 - June 1999
Booz Allen Hamilton  August 1992 - June 1994

Skills
Fixed Income, Trading Systems, Equities, Financial Services, Order Management, Business Analysis, Equity Research, Data Warehousing, Analysis, Integration, Investments, Transaction Support, Equity Trading, Systems Analysis, SQL, Project Management, Eagle PACE, Bloomberg Data License, Vendor Management, Back Office, JavaScript, Requirements Analysis, Business Requirements, Charles River IMS, MacGregor, Longview, FIX, Transaction Cost..., Compliance, TCL, Requirements Gathering, Project Planning, Large Systems..., Agile Environment, Agile Project Management, Agile Application..., Manage client..., Product Management, Product Development

Education
Loyola University Maryland   1988 — 1992
BBA, MIS

St. John's College High School   1983 — 1988

Tricia Hajjar Tricia Hajjar Pompano Beach, Florida Details
Tricia Hajjar's State Street Research Experience April 2002 - May 2003
Job Wealth Management Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
Northwestern Mutual  February 2012 - March 2015
ING Investment Management  February 2007 - February 2012
Pioneer Investments  May 2003 - February 2007
State Street Research   April 2002 - May 2003
State Street Research   July 2000 - April 2002
State Street Research   March 1999 - July 2000

Skills
Consultative Sales..., Relationship Management, Public Speaking, Series 7, Series 24, Series 63, Series 66, Mutual Funds, Investments, Retirement, 401k, Separately Managed..., Financial Services, Insurance, FINRA, Asset Allocation, Fixed Annuities, Financial Advisory, Strategic Financial..., Retirement Planning, Securities, Alternative Investments, Wealth Management, Variable Annuities, Retirement Plan..., Financial Planning

Education
Florida Atlantic University
BS, Finance

James Yul, MBA James Yul, MBA Atlanta, Georgia Details
James Yul, MBA's State Street Research Experience September 2003 - November 2004
Job Regulatory Reporting Analyst, Consultant at RGP
Industry Banking
Experience
RGP  August 2013 - Present
Reliance Trust Company  December 2007 - January 2009
Pioneer Investments  September 2005 - July 2007
Investors Bank & Trust  November 2004 - September 2005
State Street Research   September 2003 - November 2004

Skills
Market Research, Ad Hoc Reporting, Market Analysis, Skilled Communicator, Emerging Trends, Financial Markets, Team-oriented, Microsoft Excel, SQL, Microsoft Access, Microsoft Office, MySQL, Data Mining, Financial Analysis

Education
Saint Joseph's University   2010 — 2012
Master of Business Administration (MBA), International Marketing, 3.66

Bentley University   1999 — 2003
Bachelors, Finance

Mike Sacilotto Mike Sacilotto Greater Boston Area Details
Mike Sacilotto's State Street Research Experience 1998 - 1999
Job
Industry Information Technology and Services
Experience
Santander Bank, N.A.   March 2015 - Present
State Street Corporation  January 2014 - March 2015
State Street Corporation  June 2012 - January 2014
State Street Corporation  January 2006 - June 2012
EMC  May 1999 - December 2005
State Street Research   1998 - 1999
IBM Corporation  1995 - 1998

Skills
IT Disaster Recovery..., Technical Project..., Disaster Recovery Gap..., Disaster Recovery, Business Continuity, Customer Service, Team Leadership, Cross-functional..., Visio, Technical Documentation, Client Relationship..., Cross-functional Team..., Technical Analysis, Technical Communication, Open Systems, Microsoft Office, Field Service, Technical Consultation, Technical Presentations, Account Management, CRM, Program Management, ITIL, Integration, Financial Services, Business Continuity..., Process Improvement, IT Strategy, Project Management, Leadership, Vendor Management, Storage, Troubleshooting, Technical Support, Project Planning, Risk Management, SDLC, Business Analysis, Management, Information Technology

Education
Boston College   1993 — 1997

BC High   1989 — 1993

Alexander Blumenfeld Alexander Blumenfeld Greater Boston Area Details
Alexander Blumenfeld's State Street Research Experience 1993 - 1997
Job CiscoWebEx Account ManagerManhattan
Industry Computer Software
Experience
Cisco Systems  2007 - Present
Forrester Research  2005 - 2007
Columbia Funds Distributor, Inc   1997 - 2005
State Street Research   1993 - 1997
Salomon  1991 - 1993

Skills
Solution Selling, Salesforce.com, SaaS, Direct Sales, Sales Process, Channel, Cold Calling, Sales Operations, New Business Development, Selling, Strategic Partnerships, Sales, Leadership

Education
Hobart and William Smith Colleges   1986 — 1990
BA, English

Laurie (Gerber) Wexler Laurie (Gerber) Wexler Greater Boston Area Details
Laurie (Gerber) Wexler's State Street Research Experience 1997 - 1998
Job Business Development at AACFL
Industry Financial Services
Experience
Wexler Consulting   April 2015 - Present
AACFL   April 2015 - Present
Birthday Wishes  January 2011 - Present
BiNA Farm   April 2014 - August 2015
GW & Wade, LLC   September 2005 - April 2015
Jewish Big Brothers Big Sisters of Greater Boston  September 2010 - July 2012
Exelergy   2000 - 2002
Cambridge Technology Partners  1999 - 2000
State Street Research   1997 - 1998
Evergreen Investments  1995 - 1997

Skills
Business Development, Marketing Communications, New Business Development, Investment Advisory, Social Media Marketing, Sales Management, Social Media, Marketing, Strategic Planning, Business Strategy, Event Planning, Entrepreneurship, Lead Generation

Education
Boston College - Wallace E. Carroll Graduate School of Management   1997 — 1999
MBA, Accounting and Finance

Boston University   1992 — 1995
Bachelor of Arts (B.A.)

newton south

Matthew Beaudry Matthew Beaudry Boston, Massachusetts Details
Matthew Beaudry's State Street Research Experience August 1998 - April 2000
Job Vice President, Institutional Portfolio Manager at Eaton Vance Management
Industry Financial Services
Experience
Eaton Vance Management  July 2006 - Present
Eaton Vance Management  December 2009 - June 2014
AllianceBernstein  January 2003 - June 2006
AllianceBernstein  May 2000 - December 2002
State Street Research   August 1998 - April 2000
Financial Research Corporation  April 1997 - July 1998
Putnam Investments  May 1990 - March 1997
Price Waterhouse  September 1984 - April 1990

Skills
Asset Management, Equities, Portfolio Management, Trading, Mutual Funds, Strategy, Financial Services, Fixed Income, Investment Management, Investments, Asset Managment, Asset Allocation, Investment Banking, Alternative Investments, Finance, Investment Strategies, Hedge Funds, Bloomberg, Financial Advisory

Education
College of the Holy Cross   1980 — 1984
BA, Economics and Accounting

Suffield Academy   1976 — 1980

University of Pennsylvania - The Wharton School
CIMA, Finance

Naena Rodriguez Naena Rodriguez Cambridge, Massachusetts Details
Naena Rodriguez's State Street Research Experience 2000 - 2005
Job Executive Administrative Assistant at Novartis Companion Diagnostics
Industry Pharmaceuticals
Experience
Novartis Companion Diagnostics  September 2009 - Present
Boston Church of Christ  2001 - September 2009
BlackRock  July 2000 - November 2008
State Street Research   2000 - 2005
Fitzhugh & Associates  1999 - 2000

Education
Center for Montessori Training and Education
Associates

Newbury College

Wheelock College

Karen Donnelly Karen Donnelly Greater Boston Area Details
Karen Donnelly's State Street Research Experience March 1999 - June 2001
Job Sr. Operations Manager at Delaware Life Holdings
Industry Financial Services
Experience
Delaware Life formerly Sun Life Assurance of Canada (US)   August 2013 - Present
Sun Life Financial  June 2001 - Present
State Street Research   March 1999 - June 2001
First Data Corporation  1996 - 1999

Skills
Insurance, Mutual Funds, Process Improvement, Financial Services, Vendor Management, Management, Business Analysis, Securities, Analysis, Series 63, Compliance, Risk Management, Series 7, SOX, Relationship Management, Investments, Sarbanes-Oxley Act, Series 24, Vendor Relations, Mentoring, Budget Management, Proxy Voting, Operational Excellence

Education
Massachusetts College of Liberal Arts   1990 — 1994
Bachelor of Arts (B.A.), Sociology and Community Development

Morse and CRLS

David van Gelder, CFP® David van Gelder, CFP® Greater Atlanta Area Details
David van Gelder, CFP®'s State Street Research Experience 1996 - 1997
Job President at van Gelder, Inc.
Industry Textiles
Experience
van Gelder, Inc.   August 2001 - Present
Aon Consulting  2000 - 2001
Wellington Management  1998 - 1999
Brown Brothers Harriman  1997 - 1998
State Street Research   1996 - 1997

Skills
Strategic Planning, Business Strategy, Budgets, Finance, Investments, Negotiation, New Business Development, Portfolio Management, Sales, Sales Management, Team Building, Mutual Funds, Risk Management, Mergers, Financial Analysis, Account Management, Contract Negotiation, Customer Service

Education
Kennesaw State University   2002 — 2004
Financial Planning

Boston University   1997 — 1999
Masters, Finance and Economics

Boston University Questrom School of Business   1991 — 1995
BSBA, International Business

Michael DiPierro Michael DiPierro Greater New York City Area Details
Michael DiPierro's State Street Research Experience February 1996 - October 1997
Job Vice President, Product Advisor at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company  July 2013 - Present
Thomson Reuters  June 2011 - March 2013
SunGard  June 2007 - June 2011
IBM Global Services  January 2007 - June 2007
Capgemini  May 2005 - January 2007
BearingPoint  November 2003 - June 2005
Automated Financial Systems  July 2000 - November 2003
Trademine. com Securities, LLC   January 2000 - June 2000
US Clearing  October 1997 - December 1999
State Street Research   February 1996 - October 1997

Skills
Product Management, Wealth Management, Management Consulting, Customer Relations, Strategic Planning, Product Strategy, Digital Product..., Business Strategy, Customer Service, Business Development, Project Management, Strategy, Process Improvement, Management, Competitive Analysis, CRM, Product Development, Change Management, Strategic Partnerships, Integration, Analysis, Financial Services, Market Research, Business Analysis, Outsourcing, Agile Methodologies, Mobile Devices, Leadership, Team Leadership, Marketing, Training, Banking, B2B, Vendor Management, Sales, Start-ups, Product Marketing, SaaS, Analytics, Contract Negotiation, Salesforce.com, Mobile Applications, Market Analysis, Operations Management, Business Intelligence, Enterprise Software, Business Requirements, Business Process..., Program Management, Cloud Computing

Education
Hofstra University   1999 — 2002
MBA, Banking and Finance

Boston University   1991 — 1995
BA, Biology

James Pannell James Pannell San Francisco Bay Area Details
James Pannell's State Street Research Experience March 1997 - January 2001
Job Managing Director, Chief Operating Officer at Muskoka Capital Management, LLC
Industry Investment Management
Experience
Muskoka Capital Management, LLC   October 2009 - October 2014
Brook Street Press   March 2002 - October 2009
State Street Research & Management  January 2001 - September 2001
State Street Research   March 1997 - January 2001
State Street Research   September 1994 - March 1997
Batterymarch Financial Management  1990 - 1992
Trinity Investment Management   1985 - 1989
The Church of the Covenant   1982 - 1984

Skills
Business Strategy, Executive Management, Leadership, Start-ups, Strategic Planning, Investment Management, Hedge Funds, Equities, Investments, Finance, Business Development, Alternative Investments, Strategy, Fixed Income, Asset Management, Product Development, Project Management, Portfolio Management, Mutual Funds, Entrepreneurship, Mergers & Acquisitions, Management, Marketing Communications, Strategic Customer...

Education
Princeton Theological Seminary   1978 — 1981
M.Div., Theology

California State University-Fullerton   1976 — 1978
BA, Psychology

Maria (Goodney) White Maria (Goodney) White Greater Boston Area Details
Maria (Goodney) White's State Street Research Experience February 1996 - May 1997
Job Senior Business Analyst at Charles River Development
Industry Computer Software
Experience
Charles River Development  October 2012 - Present
BlockCross Holdings LLC   August 2009 - September 2012
thinkorswim  September 2000 - August 2009
Linedata Services  May 1997 - August 2000
The LongView Group   May 1997 - August 2000
State Street Research   February 1996 - May 1997

Skills
OATS, SQL, Quality Assurance, Electronic Trading, Trading Systems, FIX, Equities, Dark Pools, Block Trading, Business Analysis, Financial Markets, Market Data, Order Management, Equity Trading, Product Management

Education
Worcester Polytechnic Institute   1987 — 1991
M.S., Applied Mathematics

Bates College   1983 — 1987
Bachelor of Science (B.S.), Mathematics

Stan Jourdan Stan Jourdan Greater Boston Area Details
Stan Jourdan's State Street Research Experience 1998 - 2006
Job Systems Engineer at Beth Israel Deaconess Medical Center
Industry Hospital & Health Care
Experience
Beth Israel Deaconess Medical Center  September 2011 - Present
Acadian Asset Management  March 2006 - September 2011
State Street Research   1998 - 2006
City Sports  1994 - 1998

Skills
SharePoint, Disaster Recovery, Active Directory, Windows Server, VMware, Virtualization

Education
Boston University   1991 — 1993
General Studies

Maria Cassisi Maria Cassisi Greater New York City Area Details
Maria Cassisi's State Street Research Experience 2000 - 2001
Job SVP, Business Development Head Client Services, USA at Standard Life Investments
Industry Investment Management
Experience
Standard Life Investments  October 2010 - Present
JPMorgan Asset Management  October 2006 - October 2010
US Trust  September 2003 - October 2006
American Century  April 2001 - September 2003
American Century Investments  2001 - 2003
State Street Research   2000 - 2001
Baring Asset Management  1996 - 2000

Education
Boston University   1991 — 1995
BA, International Relations, Economics

Michael Dirstine, CFA, CAIA Michael Dirstine, CFA, CAIA Greater Boston Area Details
Michael Dirstine, CFA, CAIA's State Street Research Experience 2003 - 2005
Job Senior Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments  June 2015 - Present
Eaton Vance  June 2012 - May 2015
State Street Global Advisors  January 2005 - May 2012
State Street Research   2003 - 2005
Putnam Investments  1991 - 2003

Skills
Alternative Investments, Hedge Funds, Asset Allocation, Fixed Income, Series 7, Institutional Sales, Investments, Investment Management, Financial Modeling, Equities, Investment Strategies, Series 63, Corporate Finance, Mutual Funds

Education
Boston College - Wallace E. Carroll Graduate School of Management   1994 — 1996
MS, Finance

University of Massachusetts Boston   1987 — 1991
BS, Management

Laura Angus Laura Angus Greater Boston Area Details
Laura Angus's State Street Research Experience 2001 - March 2003
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  August 2014 - Present
Merrill Lynch  April 2003 - October 2013
State Street Research   2001 - March 2003
Fleet Bank  1998 - 2001

Skills
Equities, Investments, Series 7, Wealth Management, Fixed Income, Retirement Planning, Financial Modeling, Financial Analysis, Investment Banking, Mutual Funds

Education
University of Massachusetts at Lowell   1997 — 2000
Bachelor's degree, Corporate Finance

Middlesex Community College   1998 — 2000
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies

Molly Giffen Molly Giffen Greater Boston Area Details
Molly Giffen's State Street Research Experience March 1998 - January 2005
Job Vice President, Consultant Relations at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   May 2014 - Present
Janus Capital Group  November 2012 - April 2014
Lee Munder Capital Group  October 2008 - November 2012
Pioneer Investments  August 2005 - September 2008
Blackrock  January 2005 - July 2005
State Street Research   March 1998 - January 2005
State Street Global Advisors  August 1995 - February 1998

Education
Bates College   1991 — 1995
BA, Russian and Economics

Masconomet High School

Andrew Morey Andrew Morey Greater Boston Area Details
Andrew Morey's State Street Research Experience June 1995 - March 2005
Job Head of Small Cap Growth at LMCG Investments, LLC
Industry Investment Management
Experience
LMCG Investments, LLC  January 2012 - Present
Crosswind Investments LLC   November 2007 - January 2012
Tartan Partners LLC   March 2005 - November 2007
State Street Research   June 1995 - March 2005
Kidder Peabody  1991 - 1993

Education
Columbia University - Columbia Business School   1993 — 1995
Master of Business Administration (MBA)

Vanderbilt University   1987 — 1991
BA, Economics

Amy Choquette Amy Choquette Greater Boston Area Details
Amy Choquette's State Street Research Experience February 2001 - January 2005
Job Business Analyst at CoStar Group
Industry Real Estate
Experience
CoStar Group  May 2010 - Present
Year Up  2004 - May 2010
Self Employed  2008 - 2010
Boston University School of Management  September 2006 - May 2009
BlackRock  January 1999 - October 2008
State Street Research   February 2001 - January 2005
GE Capital  January 1999 - February 2001

Skills
Valuation, Real Estate, Financial Modeling, Equities, Business Planning, Financial Analysis, Asset Managment, Portfolio Management, Analysis, Finance

Education
Boston University Questrom School of Business   2006 — 2009
MBA, Finance, Marketing, Business Strategy

Boston College   1996 — 2000
Bachelor of Science, Finance

John R. Borzilleri, MD John R. Borzilleri, MD Greater New York City Area Details
John R. Borzilleri, MD's State Street Research Experience July 1997 - June 2003
Job Managing Director GRT Health Care LP (hedge fund: pharma, biotech, device, services)
Industry Financial Services
Experience
GRT Capital   June 2003 - Present
State Street Research   July 1997 - June 2003
Montgomery Securities/Bank of America Securities   1995 - 1996

Education
Columbia University - Columbia Business School   1990 — 1991
MBA

New York University School of Medicine   1981 — 1985
MD

Brown University   1977 — 1981

John McAnespie John McAnespie Nashua, New Hampshire Details
John McAnespie's State Street Research Experience March 1996 - March 1999
Job Software Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments - Contractor   August 2015 - Present
Software Consultant  April 2010 - Present
Waveguide Inc  April 2012 - July 2015
Daniel Webster College  September 2011 - April 2014
The Legacy Companies  March 1999 - April 2010
State Street Research   March 1996 - March 1999

Skills
Microsoft SQL Server, Visual Basic, Access, T-SQL, Crystal Reports, VBA, Integration, Testing, Technical Support, Software Development, Software Design, Project Management, HTML, Database Design, Software Documentation

Education
Boston University   1994 — 1994
·Software Application Developer Certificate Program, Computer Science

Boston University   1994 — 1994
·Client/Server Application Development Certificate Program, Computer Science

Salem State University   1984 — 1987
Computer Science

Austin Prep   1976 — 1980

Erica Bloom Erica Bloom Greater New York City Area Details
Erica Bloom's State Street Research Experience 2001 - 2002
Job Regional Business Manager at NCC Media
Industry Marketing and Advertising
Experience
NCC Media (formerly National Cable Communications)   June 2010 - Present
National Cable Communications  January 2006 - June 2010
National Cable Communications  September 2004 - December 2005
National Cable Communications  January 2003 - August 2004
State Street Research   2001 - 2002

Skills
Media Planning, Digital Media, Digital Strategy, Account Management, Advertising, Media Buying, Online Advertising, Mobile Marketing, Integrated Marketing, Digital Marketing, Lead Generation, SEM, Advertising Sales, Mobile Advertising, New Media

Education
Brandeis University   1997 — 2001
Bachelor of Arts, American Studies, Sociology

Andrea Buffum Andrea Buffum Greater Boston Area Details
Andrea Buffum's State Street Research Experience January 1997 - March 2005
Job Independent Consultant and Realtor
Industry Financial Services
Experience
Cyrus Technology Group   2006 - Present
Hingham Real Estate   2005 - Present
State Street Research   January 1997 - March 2005
BankBoston  1995 - 1997
State Street Bank  1987 - 1994

Skills
Management, Project Management, Portfolio Management, Process Improvement, Program Management, Business Analysis, Mutual Funds, SQL, Due Diligence, Asset Management, Equities, Trading, Financial Services, Integration, Business Strategy, Real Estate, Investment Management, Business Requirements, Microsoft Excel, Consulting, Financial Modeling, Strategic Planning

Education
Dartmouth College   1981 — 1983
MS, Computer Information Science

Trinity College-Hartford   1979 — 1981
BA, BS, Economics and Computer Science

Michael Fechter Michael Fechter Greater Boston Area Details
Michael Fechter's State Street Research Experience April 2001 - February 2005
Job Director of Client Relations at Northern Cross, LLC
Industry Investment Management
Experience
Northern Cross, LLC   August 2009 - Present
The Boston Company  November 2006 - February 2009
Babson Capital   April 2005 - October 2006
State Street Research   April 2001 - February 2005
Standish, Ayer & Wood   May 1998 - April 2001
Putnam Investments  December 1991 - May 1998

Education
Ithaca College   1984 — 1988
BS, Business

Marina Popov Marina Popov Greater Boston Area Details
Marina Popov's State Street Research Experience January 2000 - March 2005
Job Principal System Analyst
Industry Computer Software
Experience
BNY Mellon Wealth Management  March 2014 - Present
Fidelity Investments  April 2011 - December 2012
NSTAR  August 2006 - February 2011
Charles River Development  April 2005 - August 2006
State Street Research   January 2000 - March 2005
Federal Home Loan Bank Boston   June 1999 - September 2000

Skills
Microsoft SQL Server, Data Warehousing, Integration, Visual Basic, Data Analysis, Access, Business Process, Testing, Analysis, T-SQL, Data Migration, Data Modeling, Software Documentation, SDLC, Business Analysis, SQL, Agile Methodologies, Database Design, ETL, Business Requirements, Information Technology, Oracle, Project Management

Education
Boston University   2000 — 2003

Boston University Corporate Education Center

Boston Computer School

Tashkent State University of Economics   1983 — 1988
Master Degree, Economics

Brian Matthews Brian Matthews Greater Boston Area Details
Brian Matthews's State Street Research Experience July 1997 - November 2003
Job Director of Research Operations at Prime, Buchholz and Associates
Industry Investment Management
Experience
Prime, Buchholz and Associates   January 2006 - Present
Wellington Management Company, LLP  November 2002 - January 2006
State Street Research   July 1997 - November 2003

Education
Suffolk University   2004 — 2006
MSIE, Economics

Hamilton College   1993 — 1997

Nicole (Belanger) Kirwan Nicole (Belanger) Kirwan Greater Boston Area Details
Nicole (Belanger) Kirwan's State Street Research Experience 2000 - 2004
Job Business Systems Architect
Industry Financial Services
Experience
MFS Investment Management  2006 - Present
Eaton Vance Managed Investments   2005 - 2006
State Street Research   2000 - 2004

Skills
Software Documentation, Project Management, Training, Business Analysis, Analysis, SDLC, Financial Services, Visio, Access, Process Improvement, Integration, Requirements Gathering, Business Process..., Vendor Management, Asset Management, Equities, Fixed Income, Portfolio Management

Education
St, John's Seminary   2001 — 2006
Master of Arts in Ministry, Catholic Ministry

Bentley University   1989 — 1993
Bachelor of Science, Accounting

Braintree High School

Brenda Dassoni Brenda Dassoni Boston, Massachusetts Details
Brenda Dassoni's State Street Research Experience 2004 - 2005
Job Sales Contract Coordinator
Industry Real Estate
Experience
Related Companies  October 2007 - Present
Downtown Boston Realty   March 2002 - Present
State Street Research   2004 - 2005

Education
Bentley University   1999 — 2003

David Monks David Monks Greater Boston Area Details
David Monks's State Street Research Experience 2002 - 2006
Job Managing Director BlackRock
Industry Financial Services
Experience
BlackRock  December 2012 - Present
BlackRock  January 2013 - September 2013
State Street Research   2002 - 2006
Zurich Scudder Investments  July 2001 - April 2002
Putnam Investments  1999 - 2001
Fidelity Investments  1994 - 1999

Skills
Mutual Funds, Fixed Income, Middle Office, Back Office, Investments, Asset Managment, Equities, Derivatives, ETFs, Corporate Actions, Alternative Investments, Fund Administration, Hedge Funds, Securities, Bloomberg, Series 7, Investment Management, Leading Organizational..., Organizational Change..., Operational Turnaround, Asset Management, Settlement, Trading Systems, Trading, Options, Fund Of Funds, Financial Services, Prime Brokerage, Securities Lending, Asset Allocation, Bonds, Operational Risk..., Equity Derivatives, Fund Accounting, Risk Management

Education
Babson College
Executive Program - Business Acumen

Charter Oak State College
Bachelor of Science (BS), Business / Accounting Minor

Ralph Verni Ralph Verni Greater Boston Area Details
Ralph Verni's State Street Research Experience 1992 - 2000
Job Chairperson of Board of Trustees at Eaton Vance Mutual Funds
Industry Investment Management
Experience
Eaton Vance Mutual Funds   October 2005 - Present
Zurich Financial Services  2003 - Present
Self-employed  December 2000 - Present
State Street Research   1992 - 2000
State Street Research & Management Company  1992 - 2000
New England Invesment Companies/NVEST   January 1990 - July 1992
New England Mutual Life Insurance Company  May 1982 - July 1992
Equitable Life  1980 - 1982
The Equitable Life Assurance Society  1966 - 1982

Skills
Mutual Funds, Venture Capital, Investments, Investment Management, Finance, Financial Services, Strategy, Financial Advisory, Portfolio Management, Alternative Investments, Asset Management, Hedge Funds, Management

Education
Columbia University in the City of New York   1964 — 1966
Master of Business Administration (MBA), Finance and Quantitative Methods

Colgate University   1960 — 1964

Tonya Melillo Tonya Melillo Greater Boston Area Details
Tonya Melillo's State Street Research Experience 2000 - 2003
Job Local Childcare Coordinator at Cultural Care Au Pair
Industry Financial Services
Experience
Cultural Care Au Pair  November 2013 - Present
Mercer  June 2012 - June 2015
Fidelity Investments  November 2007 - February 2009
Fidelity Investments  2005 - 2007
Fidelity Investments  2003 - 2005
State Street Research   2000 - 2003
Putnam Investments  1997 - 2000

Skills
Training, Management, Operations Management, Six Sigma, Retirement, Defined Contribution, Pensions, Defined Benefit, Benefits Administration

Education
Bryant University   2005 — 2007
MBA, Business

Bryant University   1993 — 1997
BS Business Administration, Finance

Joanne Dodd Joanne Dodd Greater Chicago Area Details
Joanne Dodd's State Street Research Experience January 1998 - December 2002
Job Senior Vice President / Relationship Manager at Capital Group
Industry Investment Management
Experience
Capital Group  March 2014 - Present
Northern Trust  August 2009 - March 2014
UBS Global Asset Management  January 2003 - August 2009
State Street Research   January 1998 - December 2002
Ennis Knupp & Associates  1984 - 1993

Education
Loyola University of Chicago   1985 — 1988
MBA

Elmhurst College   1980 — 1984
BS, Finance/Economics

Brian Brelinsky Brian Brelinsky Greater Boston Area Details
Brian Brelinsky's State Street Research Experience December 1999 - September 2002
Job Investment Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  November 2005 - Present
Eaton Vance  September 2002 - November 2005
State Street Research   December 1999 - September 2002

Education
Isenberg School of Management, UMass Amherst   2009 — 2011
MBA

State University of New York College at Oswego   1995 — 1999

Mark Flinn, CFA Mark Flinn, CFA United States Details
Mark Flinn, CFA's State Street Research Experience 2004 - 2005
Job Managing Director, Head of US Relationship Management
Industry Investment Management
Experience
Manulife Asset Management  2009 - Present
State Street Global Advisors  2005 - 2008
State Street Research   2004 - 2005
Standish Mellon Asset Management  2000 - 2004

Skills
Management, Alternative Investments, Asset Allocation, Investment Management, Relationship Management, Pensions, Mutual Funds, Investments, Fixed Income, Persuasive Presentations, Asset Managment, Asset Management

Education
CFA Institute   2005 — 2008
CFA, Finance

Assumption College   1993 — 1997
BA, Economics

Jeffrey Sung Jeffrey Sung Greater Boston Area Details
Jeffrey Sung's State Street Research Experience 2003 - 2004
Job Investment professional
Industry Investment Management
Experience
Method Advisors   July 2007 - August 2013
Meketa Investment Group  2004 - 2007
State Street Research   2003 - 2004
Wellington Management  1997 - 2003
US Army  1989 - 1994

Skills
Alternative Investments, Hedge Funds, Asset Allocation, Private Equity, Asset Management, Investment Management, Investments, Equities, Fixed Income, Investment Strategies, Portfolio Management, Mutual Funds, Series 7, Valuation, Venture Capital, Due Diligence, Institutional..., Securities, Fund Of Funds

Education
University of Virginia - Darden Graduate School of Business Administration   1993 — 1995
Master of Business Administration (MBA)

Cornell University   1985 — 1989
BA, History

Craig McKenna Craig McKenna Greater Boston Area Details
Craig McKenna's State Street Research Experience 1998 - 2005
Job VP, Director National Accounts at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  November 2009 - Present
AllianceBernstein  February 2005 - October 2009
State Street Research   1998 - 2005

Education
Babson College   1990 — 1994

Christopher Abernathy Christopher Abernathy Greater Boston Area Details
Christopher Abernathy's State Street Research Experience 2002 - 2005
Job Business Analyst at BlackRock
Industry Financial Services
Experience
BlackRock  2006 - Present
State Street Research   2002 - 2005

Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Investments, Series 63

Education
Florida State University - College of Business   1997 — 2000

Carolyn Rutkowski Carolyn Rutkowski Greater Boston Area Details
Carolyn Rutkowski's State Street Research Experience July 2000 - January 2005
Job Graphic Designer, Print and Web Designer, Graphic Communications Instructor
Industry Education Management
Experience
Carolyn Rutkowski   January 2001 - Present
South Shore Reg. Voc. Tech. High School   January 2013 - Present
South Shore Reg. Voc. Tech. High School   August 2007 - June 2012
Greenberg Traurig, LLP  February 2005 - August 2007
Weymouth High School  February 2006 - February 2006
State Street Research   July 2000 - January 2005
Daily Local Newspaper   September 1999 - May 2000

Skills
Adobe Creative Suite, Graphic Design, Web Design, Microsoft Office, Teaching, Digital Photography, Digital Printing, Offset Printing, Curriculum Mapping, Photoshop, Mac, Public Speaking, InDesign

Education
West Chester University of Pennsylvania   1994 — 1998
Bachelor of Fine Arts (B.F.A.), General Studio

Rutgers, The State University of New Jersey-Camden   1998 — 1999
Graphic Design

University of Massachusetts Boston   2005 — 2008
Vocational Education

Fitchburg State University   2010 — 2011
Vocational Education

Brendan Tierney Brendan Tierney Philadelphia, Pennsylvania Details
Brendan Tierney's State Street Research Experience September 1993 - February 1997
Job Managing Director Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott  June 2008 - Present
Citi  March 2006 - May 2008
Rabobank Nederland  May 2000 - February 2006
SG Cowen  June 1999 - August 1999
Merrill Lynch  February 1997 - July 1998
State Street Research   September 1993 - February 1997

Skills
Management, Valuation, Investments, Mergers, Banking, Financial Analysis, Energy, Strategy, Investment Banking, Equities, Private Equity, Capital Markets, Mergers & Acquisitions, Due Diligence, Private Placements, Corporate Finance, Venture Capital, LBO, Corporate Development, Alternative Investments, Hedge Funds, Fixed Income, Finance, Financial Modeling

Education
Cornell University - S.C. Johnson Graduate School of Management   1998 — 2000
MBA, Finance

Tufts University   1989 — 1993
BA, Economics

Tabor Academy   1985 — 1989
High School, High School/Secondary Diplomas and Certificates

Barbara Wipf Barbara Wipf Greater Boston Area Details
Barbara Wipf's State Street Research Experience 2000 - 2002
Job Homemaker
Industry Financial Services
Experience
State Street Research   2000 - 2002
Fidelity Management & Research  1996 - 1998
State Street Bank & Trust  1994 - 1996

Skills
Investments, Financial Risk, Equities, Fixed Income, Asset Management, Financial Modeling, High Yield, Valuation, Due Diligence, Private Equity, Sales, Management, Marketing, Leadership, Securities Lending, Business Strategy

Education
Columbia University - Columbia Business School   1998 — 2000
Masters of Business Administration, Finance

University of Virginia   1988 — 1992
Bachelor of Arts (B.A.), History, Economics

Kevin Kilbride Kevin Kilbride Rockland, Maine Details
Kevin Kilbride's State Street Research Experience August 2000 - December 2002
Job Business Readiness Relationship Manager at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions  August 2011 - Present
Boston Financial Data Services  May 2008 - November 2011
Boston Financial Data Services  January 2003 - May 2008
State Street Research   August 2000 - December 2002

Skills
Financial Services, Mutual Funds, Risk Management, Business Analysis, Process Improvement, 401k, CRM, Retirement, Vendor Management, Relationship Management, Business Requirements, Investments, Microsoft Excel, Visio

Education
Massachusetts College of Liberal Arts   1995 — 2000

Danette Mazzarelli Danette Mazzarelli Greater Boston Area Details
Danette Mazzarelli's State Street Research Experience October 1997 - March 2003
Job Homemaker & Caregiver
Industry Executive Office
Experience
PFPC  April 2003 - April 2008
State Street Research   October 1997 - March 2003
First Data Corp  1996 - 1997

Education
Nichols College   1992 — 1996
Bachelors, Accounting (Minor in English)

Christo Gerontidis Christo Gerontidis Greater Boston Area Details
Christo Gerontidis's State Street Research Experience January 2000 - August 2003
Job Business Consultant at Tufts Health Plan
Industry Financial Services
Experience
Tufts Health Plan  2012 - Present
Sun Life Financial  2010 - 2011
Deloitte  2005 - 2009
John Hancock  June 2004 - July 2005
State Street Research   January 2000 - August 2003

Skills
Requirements Analysis, Risk Management, Requirements Gathering, Data Analysis, Visio, Sarbanes-Oxley Act, SDLC, Business Analysis, Process Improvement, Business Process, Analysis, Business Intelligence, Business Process..., Management Consulting, Vendor Management

Education
Suffolk University - Sawyer Business School   2002 — 2004
MBA

Northeastern University   1992 — 1997

Eric Fischman Eric Fischman Greater Boston Area Details
Eric Fischman's State Street Research Experience 1998 - 1999
Job Portfolio Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  January 2000 - Present
state street research   1998 - 1999
Federal Reserve Board  1992 - 1994
Securities Data Company  1986 - 1989

Skills
Equity Research, Equities, Hedge Funds, Investments, Portfolio Management, Bloomberg, Asset Managment, Mutual Funds, Valuation, Financial Modeling, Alternative Investments, Investment Management

Education
Columbia University - Columbia Business School   1996 — 1998
mba, Finance, General

Boston University School of Law   1990 — 1992
JD, Law

Cornell University   1982 — 1986
BA, Political Science and Government

Robyn Tice Robyn Tice Greater Boston Area Details
Robyn Tice's State Street Research Experience 1997 - 2005
Job Director, Media Relations
Industry Financial Services
Experience
Eaton Vance  October 2008 - Present
Bank of America  October 2005 - September 2008
State Street Research   1997 - 2005
Fidelity Investments  1993 - 1997
Pioneer Investments  1988 - 1993

Skills
Media Relations, Marketing Communications, Investor Relations, Financial Services, Social Media, Corporate Communications, Internal Communications, Editing, Investments, Integrated Marketing, Asset Managment, Thought Leadership, Relationship Management, Public Relations, Advertising, Alternative Investments, Strategic Communications, Strategic Planning, Crisis Communications, Portfolio Management, Press Releases

Education
Cornell University   1984 — 1988
BS, Communications, Veterinary Medicine

Suffern High School

Jeffrey Mellecker Jeffrey Mellecker Baltimore, Maryland Area Details
Jeffrey Mellecker's State Street Research Experience 1992 - 1996
Job Regional Marketing Expert at Apartment Services, Inc.
Industry Investment Management
Experience
Apartment Services, Inc.   February 2011 - Present
Casco Consultants   October 2008 - November 2011
The Reserve Funds  September 2007 - October 2008
JPMorgan Asset Management  April 2001 - June 2007
USAllianz Investor Services   October 1999 - April 2001
State Street Research   1992 - 1996

Skills
Mutual Funds, Asset Management, Investments, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Equities, Series 63, Securities, Portfolio Management, Financial Services, Investment Strategies, Hedge Funds, Investment Advisory, Fixed Income

Education
Northeastern University

Fletcher Crandall Fletcher Crandall Greater Boston Area Details
Fletcher Crandall's State Street Research Experience 2001 - 2005
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors  January 2008 - Present
Brown Brothers Harriman  2006 - 2008
BlackRock  2005 - 2006
State Street Research   2001 - 2005
Dalbar  2000 - 2001

Skills
Middle Office, Fixed Income, Equities, Trading, Settlement, Risk Management, Root Cause Problem...

Education
Salem State University   1998 — 2000
Bachelor of Science, B.S. Political Science

Northeastern University   1995 — 1997
Bachelor of Science, Political Science and Government

Kathleen Langley Kathleen Langley Greater Boston Area Details
Kathleen Langley's State Street Research Experience 1995 - 2005
Job Product Development Analyst at Eagle
Industry Computer Software
Experience
Eagle Investment Systems  January 2006 - Present
State Street Research   1995 - 2005

Education
Bridgewater State University

Xu Fan 樊旭 Xu Fan 樊旭 Greater New York City Area Details
Xu Fan 樊旭's State Street Research Experience 2001 - 2003
Job Quantitative Analysis
Industry Investment Banking
Experience
JP Morgan  June 2008 - Present
Bear Stearns  September 2007 - June 2008
Countrywide  2003 - 2007
State Street Research   2001 - 2003
AlphaMetrics Capital Management   1999 - 2000

Skills
Quantitative Finance

Education
Carnegie Mellon University
Ph.D.

University of Science and Technology of China
BS

Richard T. Farquharson Jr., CFA Richard T. Farquharson Jr., CFA New York, New York Details
Richard T. Farquharson Jr., CFA's State Street Research Experience October 1986 - September 1997
Job Global CLevel Executive | Information Technology | Asset Management & Banking
Industry Financial Services
Experience
Braemar Advisors, LLC   January 2015 - Present
UBS  January 2014 - November 2014
UBS  February 2011 - January 2014
Braemar, LLC   October 2008 - February 2011
Babson Capital Management  October 2000 - September 2008
Loomis Sayles  September 1997 - September 2000
State Street Research   October 1986 - September 1997

Skills
IT Strategy, Vendor Management, Risk Management, Fixed Income, Business Intelligence, Investments, Securities, Financial Services, Portfolio Management, Equities, Business Analysis, Asset Management, Strategic Planning, Hedge Funds, Investment Banking, Derivatives, Capital Markets, Project Management

Education
Boston University Questrom School of Business
MS/MIS

University of Notre Dame
BBA

Ian Green, CFA Ian Green, CFA Hartford, Connecticut Area Details
Ian Green, CFA's State Street Research Experience 1994 - 1998
Job Director, Investment Strategies at ING US
Industry Investment Management
Experience
Voya Financial  May 2005 - Present
Lucent Asset Management   2000 - 2003
State Street Research   1994 - 1998

Skills
Series 7

Education
Boston College - Carroll School of Management
Master of Science (M.S.), Finance

Northeastern University

University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (B.S.), Dual Major in Business Administration and International Affairs, Minor in German

Kimberley Feeney Zollo, CFP® Kimberley Feeney Zollo, CFP® Lynnfield, Massachusetts Details
Kimberley Feeney Zollo, CFP®'s State Street Research Experience April 1992 - February 2005
Job Owner at Essex Capital Management, LLC
Industry Financial Services
Experience
Essex Capital Management, LLC   2012 - Present
North Shore Community College  2009 - Present
Power in Lynn   2008 - Present
Maloy Financial Services   April 2007 - June 2012
Commonwealth Financial Network  2007 - June 2012
North Shore Women in Business   2010 - 2010
State Street Research   April 1992 - February 2005
State Street Research & Management  1992 - 2004

Skills
Wealth Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1997 — 2000
MBA, Finance

Scott St John Scott St John Greater Boston Area Details
Scott St John's State Street Research Experience 2001 - 2003
Job Partner Wellington Management
Industry Financial Services
Experience
Wellington Management  February 2003 - Present
State Street Research   2001 - 2003
Eaton Vance Management  1995 - 1999

Skills
Portfolio Management, Asset Management, Valuation, Financial Modeling, Bloomberg, Investments, Equities, Hedge Funds, Alternative Investments, Mutual Funds, Investment Management, Asset Allocation, Investment Strategies, Fixed Income Analysis, Bonds, Derivatives, Capital Markets, Equity Research, Securities, High Yield, Series 7, Chartered Financial..., Trading

Education
University of Rochester - William E. Simon Graduate School of Business Administration   1992 — 1994
MBA, Accounting and Finance

Cornell University   1986 — 1990
BS, Applied Economics and Business Management

Cooperstown High School   1982 — 1986

Peter Hadelman Peter Hadelman Greater Boston Area Details
Peter Hadelman's State Street Research Experience 2000 - 2004
Job Principal Copper Rock Capital
Industry Investment Management
Experience
Copper Rock Capital Partners, LLC.   February 2005 - Present
State Street Research   2000 - 2004

Education
Isenberg School of Management, UMass Amherst   1984 — 1988
BBA, Finance

Matthew Vroom Matthew Vroom Greater New York City Area Details
Matthew Vroom's State Street Research Experience October 2001 - October 2004
Job Principal at Atrium Real Estate Group
Industry Real Estate
Experience
Atrium Real Estate Group, LLC   September 2014 - Present
Madison CM Group   September 2014 - Present
Time Square Development   June 2009 - September 2014
Archstone-Smith  February 2008 - January 2009
Forest City Enterprises  May 2007 - December 2007
Gannett Welsh & Kotler  October 2004 - September 2006
State Street Research   October 2001 - October 2004

Education
New York University   2006 — 2007
MS, Real Estate Development

Bentley University   2002 — 2006
MBA, Management

Bentley University   1999 — 2001
BS, Finance

Westfield State University

Jackie Maurer Jackie Maurer Greater Boston Area Details
Jackie Maurer's State Street Research Experience April 1992 - May 2000
Job Seasoned product management & marketing leader specializing in change situations and creative solutions
Industry Investment Management
Experience
Standish Mellon Asset Management  March 2010 - March 2012
MFS Investment Management  March 2007 - November 2008
Babson Capital Management  May 2000 - October 2006
State Street Research   April 1992 - May 2000

Education
Babson College - Franklin W. Olin Graduate School of Business   1994 — 1999
MBA, Marketing, Finance, Organization

Bryn Mawr College   1982 — 1986
A.B., Economics, Political Science

Jeffrey Oliphant Jeffrey Oliphant Greater Boston Area Details
Jeffrey Oliphant's State Street Research Experience September 2000 - February 2004
Job Inside Sales at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  January 2009 - Present
BlackRock  February 2004 - December 2008
State Street Research   September 2000 - February 2004
American Scandia   September 1999 - September 2000

Education
Bridgewater State University   1984 — 1986
Communications

Paul Proscia, CFA, CIPM Paul Proscia, CFA, CIPM Greater Boston Area Details
Paul Proscia, CFA, CIPM's State Street Research Experience January 2001 - November 2002
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   July 2012 - Present
Bank of America  May 2006 - July 2012
Citigroup  April 2003 - May 2006
State Street Research   January 2001 - November 2002
State Street Research   March 1999 - December 2000

Skills
Investments, Alternative Investments, Securities, Hedge Funds, Asset Managment, Mutual Funds, Financial Analysis, Portfolio Management, Equities, Financial Modeling, Wealth Management, Fixed Income, Strategic Financial..., Banking

Education
Boston College   1990 — 1994
B.S., Marketing

Mary Lomasney Mary Lomasney Greater Boston Area Details
Mary Lomasney's State Street Research Experience 1997 - 2005
Job Asset Managment Sector Compliance Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  March 2005 - Present
State Street Research   1997 - 2005
Fidelity Investments  1996 - 1997
Scudder Investments  1994 - 1996
John Hancock Advisers/Patriot Funds   1991 - 1994
Patriot Group   1986 - 1991
State Street Bank  1978 - 1986

Skills
Asset Management, Management, Securities, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Series 7, Fixed Income, Investments, FINRA, Financial Services, Series 63, Investment Management, Capital Markets, Bloomberg, AML, Portfolio Management, Risk Management, Derivatives, Asset Managment, Due Diligence, Investment Advisory, Relationship Management, SEC filings, Wealth Management

Education
Suffolk University Law School   1993 — 1997
JD, Securitries and Corporate Law

Boston College - Wallace E. Carroll Graduate School of Management   1985 — 1987
MSF, Finance

Suffolk University - Sawyer Business School   1979 — 1983
MBA, Business

University of Massachusetts Boston   1974 — 1978
BA, Business Management

Tom Holland Tom Holland Greater Boston Area Details
Tom Holland's State Street Research Experience March 2001 - February 2005
Job President at Sun Capsule
Industry Financial Services
Experience
Sun Capsule   October 2014 - Present
Santander Investment  January 2013 - Present
SANTANDER INVESTMENT SECURITIES  January 2013 - May 2014
Sovereign Bank  June 2010 - December 2012
RMB   October 2009 - June 2010
Bank of America  January 2007 - March 2009
Resource Management of Boston   March 2005 - January 2007
State Street Research   March 2001 - February 2005
Putnam Investments  1996 - 1999
Stride Rite  1986 - 1996

Skills
Strategy, Business Development, Product Management, Leadership, Financial Services, Investments, Mutual Funds, Management, Mergers & Acquisitions, Asset Management, Strategic Planning, Process Improvement, Series 7, Sales Management, Marketing Strategy, Sales, Operations Management, Training, Sales Process, Team Leadership, Asset Managment, Analysis, Insurance, Change Management

Education
Merrimack College   1982 — 1986
B.S, Finance

Rebecca Meyer Monteiro Rebecca Meyer Monteiro Greater Boston Area Details
Rebecca Meyer Monteiro's State Street Research Experience 2004 - 2005
Job Vice President, Internet Marketing at Citizens Bank
Industry Financial Services
Experience
Citizens Bank  September 2009 - Present
BlackRock  January 2005 - March 2009
State Street Research   2004 - 2005
New England Financial  2000 - 2004
Deutsche Financial Services  1999 - 2000
Bentley College  July 1997 - August 1999
AT&T Capital  1996 - 1997

Skills
Email Marketing, Marketing, E-commerce, Management, Strategy, Financial Services, Marketing Communications, Lead Generation, Cross-functional Team..., Digital Marketing, Customer Insight, Data Analysis, Relationship Building

Education
Bentley University   1992 — 1996
B.S., Marketing

Brett Sommerville Brett Sommerville Greater Atlanta Area Details
Brett Sommerville's State Street Research Experience March 2000 - May 2002
Job National Accounts Sales at Federal Home Loan Bank of Atlanta
Industry Financial Services
Experience
Federal Home Loan Bank of Atlanta  June 2007 - Present
Lehman Brothers  May 2002 - August 2005
State Street Research   March 2000 - May 2002

Skills
Banking, Derivatives, Capital Markets, Bloomberg, Fixed Income, Structured Products, Swaps, Trading, ALM, Funding

Education
Vanderbilt University - Owen Graduate School of Management   2005 — 2007
Master of Business Administration (MBA), Finance, General

Newberry College   1997 — 1999
BS, Business Administration and Management, General

The Citadel   1995 — 1997

Jay Contis Jay Contis Greater Boston Area Details
Jay Contis's State Street Research Experience 2003 - 2005
Job Senior Credit Analyst
Industry Investment Management
Experience
State Street Global Advisors  2008 - 2013
Morley Fund Management  2005 - 2008
State Street Research   2003 - 2005
Fleet Boston Financial Group   August 1999 - August 2003
US House of Representatives  August 1991 - August 1997

Skills
Credit, Fixed Income, Investments, Valuation

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance, General

Bates College
BA

Maxim Fields Maxim Fields Greater Los Angeles Area Details
Maxim Fields's State Street Research Experience January 1993 - June 1996
Job Exec. VP, Director at International Commercial Credit Corporation
Industry Real Estate
Experience
International Commercial Credit Corporation   February 2009 - Present
Spectro Properties LLC   March 2008 - Present
Wells Fargo  February 2008 - March 2008
Goldrush Getaways  2007 - 2008
Goldrush Getaways  2007 - 2008
State Street Research   January 1993 - June 1996

Education
La Sierra University   1976 — 1979

Barbara Ryan Clark Barbara Ryan Clark Greater Boston Area Details
Barbara Ryan Clark's State Street Research Experience 1994 - 2000
Job Independent Higher Education Professional
Industry Higher Education
Experience
lesley University  2000 - 2005
state street research   1994 - 2000

Education
Lesley University   2001 — 2004
MEd., Elementary Education

University of New Hampshire   1989 — 1993
BA, Engleish / Women's Studies

Longmeadow High School

Michelle Carney Michelle Carney Greater Boston Area Details
Michelle Carney's State Street Research Experience August 1999 - January 2005
Job at BlackRock
Industry Financial Services
Experience
BlackRock  August 1999 - Present
State Street Research   August 1999 - January 2005

Skills
Relationship Management

Education
Bridgewater State University   1996 — 1999
Bachelor of Arts, Spanish

Ben DiSarcina Ben DiSarcina Greater Boston Area Details
Ben DiSarcina's State Street Research Experience January 1999 - December 1999
Job Creative Director with Sette Tredici
Industry Graphic Design
Experience
Sette Tredici   January 2009 - Present
Barrington Partners  March 2002 - October 2008
CDC/IXIS ASSET MANAGEMENT   December 1999 - December 2001
State Street Research   January 1999 - December 1999
INVESTMENT MANAGEMENT AND RESEARCH   May 1996 - August 1998
Merrill Lynch  May 1994 - May 1996

Skills
Investments, Portfolio Management, Mutual Funds, Management, Marketing, CRM, Leadership, Finance, Due Diligence, Sales Operations, Sales Management, Series 7, Sales, Analytics, Asset Allocation, Customer Service, Marketing Management, PowerPoint, Retail, Microsoft Office, Adobe Creative Suite, Photoshop, Graphic Design, Fine Art, Art Direction

Education
Florida Institute of Technology   1985 — 1989
Bachelor of Science, Administration and Finance

Jason Moore, CFA Jason Moore, CFA Greater Boston Area Details
Jason Moore, CFA's State Street Research Experience July 2003 - February 2005
Job Client Portfolio Manager at Numeric Investors LLC
Industry Investment Management
Experience
Numeric Investors LLC  January 2015 - Present
GL  June 2013 - April 2014
BlackRock  November 2007 - May 2013
BlackRock  February 2005 - November 2007
State Street Research   July 2003 - February 2005
State Street Research   October 2002 - July 2003
State Street Research   October 2001 - October 2002

Skills
Mutual Funds, Series 7, Equities, Separately Managed..., Series 63, Asset Allocation, Asset Managment, Investment Strategies, Chartered Financial..., Alternative Investments, Institutional..., Investments, Asset Management, Bloomberg

Education
Connecticut College   1996 — 2000
BA, Economics

william Shean william Shean Greater Boston Area Details
william Shean's State Street Research Experience August 1992 - August 2002
Job Managing Director at CYS Investments
Industry Investment Management
Experience
CYS Investments, Inc.   February 2006 - Present
Citizens Bank  September 2002 - February 2006
State Street Research   August 1992 - August 2002

Skills
Fixed Income, Portfolio Management, Investments, Mutual Funds, Hedge Funds, Asset Managment, Alternative Investments, Asset Allocation, Bloomberg, Economic analysis

Education
Duke University - The Fuqua School of Business   1982 — 1984
MBA, Investments

University of Vermont   1975 — 1979
BA, Economics

Brendan Murphy Brendan Murphy Boston, Massachusetts Details
Brendan Murphy's State Street Research Experience August 1996 - January 2005
Job Senior Portfolio Manager at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management  May 2005 - Present
State Street Research   August 1996 - January 2005
State Street Research   1997 - 2005

Skills
Fixed Income, Bloomberg, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Portfolio Management, Mutual Funds, Bonds, Derivatives, Securities, Investments, Capital Markets, High Yield

Education
School name:   1990 — 1994
Bachelor's degree, Economics

Trinity College-Hartford   1990 — 1994
BA, Economics

Choate Rosemary Hall   1986 — 1990

Chong Cho Chong Cho Greater Boston Area Details
Chong Cho's State Street Research Experience 1996 - 2005
Job Network Architect at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  September 2013 - Present
RocketSoftware   December 2012 - Present
FundQuest  March 2007 - Present
Massachusetts Eye and Ear Infirmary  2005 - 2007
State Street Research   1996 - 2005

Skills
Data Center, Firewalls, Virtualization, Disaster Recovery, VMware

Education
Northeastern University   1987 — 1993
BS, EE

Northeastern University
Bachelor Science of Electrical Engineer

Kristi Coleman Kristi Coleman Greater New York City Area Details
Kristi Coleman's State Street Research Experience June 2000 - June 2002
Job PR Manager/Program Manager
Industry Marketing and Advertising
Experience
Blueliner Marketing, LLC  March 2013 - Present
Self employed  February 2011 - Present
Sole9   March 2014 - August 2014
Avanade  May 2013 - March 2014
JFYNetWorks Boston  June 2008 - February 2011
Quant Funds   December 2006 - July 2007
Columbia Management  July 2002 - July 2006
State Street Research   June 2000 - June 2002

Skills
Asset Managment, Investments, Strategic Financial..., Marketing Communications, Marketing Event Planning, Digital Marketing, Sales, Program Management, Marketing, Asset Management, Facebook, Fundraising, Marketing Strategy, Nonprofits, Social Media, Project Management, CRM, Public Relations, Social Media Marketing, Event Planning, Business Development

Education
Hartwick College   1996 — 2000
BA, Economics

Eric Zeigler Eric Zeigler Greater Boston Area Details
Eric Zeigler's State Street Research Experience May 2001 - July 2004
Job Senior Sales and Advertising Analysts at Eaton Vance
Industry Financial Services
Experience
Eaton Vance  August 2012 - Present
Cantella  July 2006 - August 2012
MetLife  July 2004 - November 2005
State Street Research   May 2001 - July 2004
State Street Research   September 2000 - April 2001

Skills
FINRA, Mutual Funds, Investments, Insurance, Trading, Series 63, Series 7, Series 24, Securities, Investment Advisory, Wealth Management, Asset Managment, Retirement Planning, Series 6, Portfolio Management, Strategic Financial..., Fixed Annuities, ETFs, Alternative Investments, Retirement

Education
Suffolk University Law School   1991 — 1994
JD, Securities and Corporate Law

Northeastern University   1986 — 1991
BS, Political Science

Jean Weinshel Jean Weinshel Greater Boston Area Details
Jean Weinshel's State Street Research Experience January 2000 - January 2002
Job Traffic coordinator at Ropes & Gray LLP
Industry Marketing and Advertising
Experience
Ropes & Gray LLP  May 2012 - Present
Greenberg Traurig, LLP  October 2006 - October 2011
Quinn Printing  2005 - 2006
Fidelity Communications  2002 - 2005
State Street Research   January 2000 - January 2002

Skills
Budgeting, Customer Relations, Vendor Relations, Excel, Word, Outlook, Scheduling, Customer Service, PrintStream..., PSI (printing..., Microsoft Excel, Budgets

Education
Boston University
B.S., Journalism

Printing Institute of New England
Management Education Programs, Production Planning and Control, Introduction to Printing Estimating, Basics of Buying and Using Pap

Janet Clay, CFA Janet Clay, CFA Boston, Massachusetts Details
Janet Clay, CFA's State Street Research Experience October 2001 - October 2004
Job Managing Director at Liberty Mutual Investments
Industry Investment Management
Experience
Liberty Mutual Insurance  October 2004 - Present
State Street Research   October 2001 - October 2004
John Hancock Investments  1995 - 2001
Putnam Investments  June 1993 - June 1995

Skills
Leveraged Finance, Investment Management, High Yield Bonds, Fixed Income, Financial Modeling, Asset Management, Bloomberg

Education
Massachusetts Institute of Technology - Sloan School of Management   1991 — 1993
Master's Degree, Finance, General

Dartmouth College   1982 — 1986
Bachelor's Degree, Computer Science

Nick Cardello, CFA Nick Cardello, CFA Greater Boston Area Details
Nick Cardello, CFA's State Street Research Experience September 2002 - October 2004
Job Director Product Development & Strategy at Columbia Management
Industry Financial Services
Experience
Columbia Management  July 2007 - Present
Columbia Management  October 2004 - July 2007
State Street Research   September 2002 - October 2004

Education
Emory University   1998 — 2002
BBA, Finance, Management

robert scuzzarella robert scuzzarella Greater Boston Area Details
robert scuzzarella's State Street Research Experience January 1992 - February 1997
Job trader at Anchor Capital Advisors
Industry Investment Management
Experience
Anchor Capital Advisors  February 1999 - Present
Boston Land Company   February 1997 - February 1999
State Street Research   January 1992 - February 1997
State Street Research   January 1992 - February 1997

Education
Northeastern University
Bachelor's Degree, Finance, General

Jon Wales Jon Wales Greater Boston Area Details
Jon Wales's State Street Research Experience April 2000 - March 2002
Job Sales and Operations Manager at Research Plastics Marketing, Inc.
Industry Construction
Experience
Research Plastics Marketing, Inc.   January 2003 - Present
State Street Research   April 2000 - March 2002

Skills
Customer Service, Negotiation, Sales Management, Budgets, Strategic Planning, Outlook, Sales, English, Microsoft Excel, PowerPoint, Account Management, Sales Operations, Microsoft Word, Retail, Microsoft Office, Product Development

Education
Connecticut College   1989 — 1993
BA, Political Science and History

Holderness School   1988 — 1989

Kimberly Tirrell Kimberly Tirrell Greater Boston Area Details
Kimberly Tirrell's State Street Research Experience 1998 - 1999
Job
Industry Investment Management
Experience
American Research & Management Co.   August 2005 - Present
Coalition for Buzzards Bay   2004 - 2005
The Marion Institute  2000 - 2004
Magnet Brand Planning Group   1999 - 2000
State Street Research   1998 - 1999
Loomis, Sayles & Company   1993 - 1998

Education
Boston University

Licences: Series 7, 63 and 27

St. Lawrence University
B.A.

Westminster School
High School

Garo Norian, CFA Garo Norian, CFA Greater New York City Area Details
Garo Norian, CFA's State Street Research Experience 2002 - 2005
Job Senior Vice President of Research at Palisade Capital Management
Industry Financial Services
Experience
Palisade Capital Management  August 2012 - Present
BlackRock  January 2005 - August 2012
State Street Research   2002 - 2005
Brandes Investment Partners  June 2001 - August 2001
J.P. Morgan   1996 - 2000

Skills
Factset, Equities, Investment Management, Investments, Equity Research, Equity Valuation, Bloomberg, Thomson One, Thomson/Baseline, Asset Management, Valuation, Hedge Funds, Portfolio Management, Due Diligence

Education
Columbia Business School   2000 — 2002
Master of Business Administration (M.B.A.)

Stanford University   1992 — 1996
Bachelor of Arts (B.A.), Economics and East Asian Studies

Anthony Forcione Anthony Forcione Greater Boston Area Details
Anthony Forcione's State Street Research Experience January 2003 - January 2005
Job Vice President, Senior Equity Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company   July 2015 - Present
State Street Global Advisors  July 2013 - June 2015
BlackRock  January 2010 - July 2012
BLACKROCK, INC  January 2005 - July 2012
BlackRock  2005 - July 2012
BlackRock  January 2005 - January 2010
State Street Research   January 2003 - January 2005
STATE STREET RESEARCH & MANAGEMENT  January 1992 - January 2005
State Street Research   2003 - 2005
State Street Research   1996 - 2003

Skills
CFA, Chartered Financial..., Portfolio Management, Equity Research, Investments, Hedge Funds, Equities, Asset Management

Education
Boston College   1988 — 1992
Bachelor of Science (B.S.), Finance, General

Malden Catholic High School   1984 — 1988

Boston College
B.S, Finance

Malden Catholic High School

Chris Barris Chris Barris Greater Boston Area Details
Chris Barris's State Street Research Experience 2003 - 2005
Job Head of Global High Yield Alcentra
Industry Investment Management
Experience
Alcentra  January 2013 - Present
Standish Mellon Asset Management  2005 - Present
State Street Research   2003 - 2005
Credit Suisse  July 2000 - July 2003
Fidelity Investments  July 1996 - August 1998

Skills
High Yield Bonds, Portfolio Management, Fixed Income, High Yield, Leveraged Finance, Bloomberg, Bonds, Alternative Investments, Financial Modeling, Hedge Funds

Education
Columbia Business School   1998 — 2000
Master of Business Administration (MBA), Finance

Hamilton College
Bachelor of Arts (B.A.)

Frank McNamara Frank McNamara Wenham, Massachusetts Details
Frank McNamara's State Street Research Experience 1995 - 2004
Job Lawyer
Industry Investment Management
Experience
Private Practice  May 2011 - Present
Putnam Investments  2004 - 2011
State Street Research   1995 - 2004
The Boston Company  1987 - 1995
Ropes & Gray LLP  1981 - 1987
Office of US Senator Lowell Weicker   1977 - 1978

Education
University of Michigan Law School   1978 — 1981
Doctor of Law (J.D.)

Dartmouth College   1973 — 1977
Bachelor of Arts (B.A.), Economics

Fairfield Prep   1969 — 1973

Christopher Newland Christopher Newland Greater Boston Area Details
Christopher Newland's State Street Research Experience July 2000 - January 2006
Job Senior Telecommunications Analyst
Industry Telecommunications
Experience
Boston Financial Data Services  March 2008 - June 2014
State Street Research   July 2000 - January 2006
EquiServe  November 1997 - July 2000

Skills
Avaya Site..., Avaya Communication..., Avaya AES, Project Management, Technical Documentation, Microsoft Office, Lync, SharePoint, Creative Problem Solving, Customer Service, Disaster Recovery, Avaya CMS Supervisor, Software Documentation

Education
Florida Community College at Jacksonville

David Cavanaugh David Cavanaugh Winchester, Massachusetts Details
David Cavanaugh's State Street Research Experience July 1997 - May 1999
Job Partner, Senior Research Analyst, Assistant Portfolio Manager
Industry Financial Services
Experience
Copper Rock Capital Partners   July 2005 - Present
MFS Investment Management  May 1999 - June 2005
State Street Research   July 1997 - May 1999

Skills
Asset Management, Equities, Portfolio Management

Education
University of Pennsylvania - The Wharton School   1995 — 1997
Master of Business Administration (MBA), Accounting and Finance

Boston College   1988 — 1992
Bachelor of Science (BS), Finance, General

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