State Street Research

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State Street Research Employees

Employee
Years
Job
Industry
Molly Campbell Molly Campbell Greater Denver Area Details
Molly Campbell's State Street Research Experience January 2005 - March 2005
Job Chief Compliance Officer at Resource Capital Funds
Industry Financial Services
Experience
Resource Capital Funds  January 2012 - Present
Independence Capital Asset Partners   May 2010 - December 2011
Bain Capital  January 2006 - May 2009
Sankaty Advisors  January 2006 - May 2009
State Street Research   January 2005 - March 2005
2004 Democratic National Convention Committee   January 2004 - July 2004
State Street Research   September 2000 - August 2002

Skills
Hedge Funds, Fixed Income, Valuation, Research, Trading

Education
Suffolk University Law School   2002 — 2005
JD, Law, Financial Services

University of Vermont   1996 — 2000
BA, English, Political Science, Secondary Education

Bellows Falls Union High School

Linda Bertelli Linda Bertelli Scottsdale, Arizona Details
Linda Bertelli's State Street Research Experience 1970 - 1974
Job Real Estate Agent at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Century 21 Goodnow, Realtors   1979 - 2003
Travelers Realty   1975 - 1978
State Street Research   1970 - 1974

Skills
Sellers, Real Estate, Residential Homes, First Time Home Buyers, Condos, Buyer Representation, REO, Referrals, Real Estate Transactions, Selling, Contract Negotiation, Sales

Education
University of New Hampshire   1965 — 1969
BA, Sociology

Concord Carlisle High School   1961 — 1965

Brendan Bizier Brendan Bizier Greater Boston Area Details
Brendan Bizier's State Street Research Experience 2000 - 2002
Job Treasury Business Manager at Citizens Bank
Industry Financial Services
Experience
Citizens Bank  February 2015 - Present
State Street  December 2011 - February 2015
State Street  2008 - 2011
Bank of America  2004 - 2008
Columbia Management  2001 - 2004
State Street Research   2000 - 2002

Skills
Funds Transfer Pricing, Business Transformation, Six Sigma, Balance Sheet, Corporate Finance, Liquidity Analysis, Customer Experience, QRM, Change Management, Team Leadership, Financial Analysis, interest rate risk, LCR, NSFR, P&L Management, Full P&L Responsibility, Business Process, Strategic Design, Performance Metrics, Treasury Management, Staff Development

Education
University of Massachusetts Boston   1996 — 1999

Paige Wallis Paige Wallis Greater Boston Area Details
Paige Wallis's State Street Research Experience 2002 - 2005
Job Painter/ Illustrator/Designer at
Industry Fine Art
Experience
soothed by rainfall studios   2008 - Present
State Street Research   2002 - 2005

Skills
Painting, Fine Art, Watercolor, Photoshop, Illustration, Illustrator, Art, Mac, Visual Arts, Drawing, Image Manipulation, Acrylic

Education
Savannah College of Art and Design   1994 — 1998
Bachelor's Degree

Rachel Rottersman Rachel Rottersman Greater Boston Area Details
Rachel Rottersman's State Street Research Experience September 1998 - January 2001
Job Administrator at Grace Lutheran Church
Industry Religious Institutions
Experience
Grace Lutheran Church  August 2007 - Present
State Street Research   September 1998 - January 2001
Wellington Management Company, LLP  May 1996 - September 1998
Wellington Management Company, LLP  1996 - 1998
PerSeptive Biosystems  February 1994 - May 1996
Thomson Financial Networks   October 1989 - August 1990
STATES NEWS SERVICE  August 1988 - August 1989
WASHINGTON DOCUMENT SERVICE BUREAU   December 1985 - August 1988

Skills
Microsoft Excel, Microsoft Word, Volunteer Management, Technical Support, SQL, Databases

Education
Tufts University   1990 — 1992
Master of Science, Domestic Food Policy

The Johns Hopkins University   1981 — 1985
Bachelor of Arts, Economics major

University of Essex
year abroad, economics

Nathaniel Adams Nathaniel Adams Greater Boston Area Details
Nathaniel Adams's State Street Research Experience November 1998 - October 2000
Job Senior Database Engineer at Charles River Development
Industry Financial Services
Experience
Charles River Development  September 2014 - Present
Infogroup  June 2013 - August 2014
ADP Taxware  February 2007 - June 2013
First Data Corporation  December 2005 - February 2007
Bottomline Technologies  November 2000 - December 2005
State Street Research   November 1998 - October 2000

Skills
PL/SQL, Databases, T-SQL, Data Warehousing, SQL Tuning, Performance Tuning, Data Modeling, Database Design, ETL, SQL Server, Business Intelligence, Database Administration, Application Development, SQL, Solaris, Unix, Crystal Reports, Oracle SQL, Database Development, Data Warehouse..., Systems Analysis, Linux, Data Migration, Data Marts, Software Development, Java, Disaster Recovery, Erwin, Microsoft SQL Server, Java Enterprise Edition, SOA, SharePoint, Requirements Analysis, SDLC, Cognos, Enterprise Architecture, Unix Shell Scripting, Agile Methodologies, Software Project..., Visual Basic, XML, Scrum, Integration, IIS, Web Services, Visio, .NET, Web Applications, ASP.NET

Education
San Diego State University-California State University   1992 — 1997
BS, Mathematics, Computer Science

University of New Hampshire - Whittemore School of Business and Economics

Sean Zent Sean Zent Buffalo/Niagara, New York Area Details
Sean Zent's State Street Research Experience November 2000 - May 2002
Job Regional Vice President CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions  August 2012 - Present
Touchstone Retirement Group, LLC   September 2011 - August 2012
P&A Retirement Plan Services   April 2003 - September 2011
Emplanet   May 2002 - November 2002
State Street Research   November 2000 - May 2002
Putnam Investments  1998 - 2001
Putnam Investments  August 1998 - November 2000

Education
State University of New York College at Plattsburgh   1994 — 1998
Bachelor of Arts, Finance

Maureen Wittke Maureen Wittke Greater Memphis Area Details
Maureen Wittke's State Street Research Experience 1995 - 1999
Job Mom
Industry Events Services
Experience
MFS Investment Management  1999 - 2002
State Street Research   1995 - 1999
HIP  1993 - 1995

Education
State University of New York College at Oswego
BA, Communications

Thomas Hagstrom, CFA Thomas Hagstrom, CFA Greater Boston Area Details
Thomas Hagstrom, CFA's State Street Research Experience June 2001 - January 2005
Job SVPInvestments at FSquared Investments
Industry Financial Services
Experience
F-Squared Investments  July 2011 - Present
State Street  February 2008 - October 2010
RBS Greenwich Capital  January 2005 - February 2008
State Street Research   June 2001 - January 2005
Lehman Brothers  June 1998 - June 2001
Credit Suisse  June 1994 - June 1998
First Chicago Bank & Trust  June 1991 - June 1994
United States Army  May 1984 - October 1989

Skills
Asset Managment, Fixed Income, Portfolio Management, Hedge Funds, Derivatives, Trading, Emerging Markets, Alternative Investments, Series 7, Investment Strategies, Investments, Asset Allocation, Investment Management, Asset Management, Bloomberg, Mutual Funds, Capital Markets, Wealth Management, Bonds, Series 63, ETFs, Valuation

Education
The University of Chicago Booth School of Business   1989 — 1991
MBA, Finance

United States Military Academy at West Point   1980 — 1984
BS, Economics, Math

David Lafferty, CFA David Lafferty, CFA Greater Boston Area Details
David Lafferty, CFA's State Street Research Experience 2001 - 2004
Job Senior Vice President at Natixis Global Asset Management
Industry Investment Management
Experience
Natixis Global Asset Management  September 2004 - Present
State Street Research   2001 - 2004
MetLife  1998 - 2001

Education
Suffolk University - Sawyer Business School   1995 — 1997
MSF, Finance

University of New Hampshire -- Peter T. Paul College of Business and Economics   1988 — 1992
BA, Economics & Political Science

Ken Monahan Ken Monahan Greater Boston Area Details
Ken Monahan's State Street Research Experience 2001 - 2002
Job Institutional Sales and Relationship Management Executive,Financial Services
Industry Financial Services
Experience
.   January 2014 - Present
TIAA-CREF Boston   2011 - 2013
TIAA-CREF  2008 - January 2011
Fidelity Investments  2004 - 2008
Eastern Bank  2003 - 2004
State Street Research   2001 - 2002
Putnam Investments  2000 - 2001
Fidelity Investments  1995 - 2000
Fidelity Investments  January 1993 - December 1995
Fidelity Investments  January 1986 - December 1993

Skills
Strategy, Management, Retirement, Mergers & Acquisitions, Strategic Financial..., Relationship Management, New Business Development, Sales, Marketing Strategy, Sales Process, Integrated Marketing, Investment Management, Financial Services, Mutual Funds

Education
University of Massachusetts, Amherst   1973 — 1976
Buisness Adminstration

Archbishop Williams

Archbishop Williams

Archbishop Williams

Archbishop Williams

Northwood School

Susan Weeks, CRPS® Susan Weeks, CRPS® Miami/Fort Lauderdale Area Details
Susan Weeks, CRPS®'s State Street Research Experience 2003 - 2005
Job Vice President, Investment Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust  September 2012 - Present
Gibraltar Private Bank & Trust  September 2010 - September 2012
ING  March 2008 - July 2009
GE Asset Management  August 2005 - March 2008
State Street Research   2003 - 2005
Merrill Lynch  2002 - 2003
State Street Research   2001 - 2002
Merrill Lynch  1996 - 2001
Gensym Corporation  January 1993 - March 1996

Skills
National Accounts, Retirement Plan..., New Business Development, Contract Negotiation, Team Management, Relationship Management, Strategic Planning, Intermediary..., Intermediary, Investments, Leadership, Management, Sales, Wealth Management, Cross-functional Team..., Business Development, Sales Management, Portfolio Management, Financial Services, Mutual Funds, Retirement Planning

Education
State University of New York at Albany
Bachelor of Science (B.S.), Business Administration and Management, General

C Kim Goodwin C Kim Goodwin Princeton, New Jersey Details
C Kim Goodwin's State Street Research Experience 2002 - 2005
Job Board Director, Advisor and Private Investor
Industry Investment Management
Experience
PineBridge Investments  April 2011 - Present
Banco Popular de Puerto Rico  April 2011 - Present
Allianz Global Investors  June 2010 - October 2014
Akamai Technologies  October 2008 - May 2013
Credit Suisse  2006 - 2008
State Street Research   2002 - 2005
American Century Investments  1997 - 2002
Putnam Investments  1996 - 1997

Skills
Asset Management, Risk Management, Investments, Equities, Hedge Funds, Alternative Investments, Investment Management, Portfolio Management, Mutual Funds, Asset Allocation, Investment Strategies, Valuation, Asset Managment, Strategy, Financial Services, Corporate Governance, Mergers & Acquisitions, Financial Risk, Investment Banking, Due Diligence, Finance, Restructuring, Securities, Executive Management, Management, Team Motivation, Interpersonal...

Education
Princeton University
BA, cum laude

The University of Texas at Austin - Red McCombs School of Business
MBA

The University of Texas at Austin - The LBJ School of Public Affairs
Master of

Chase Taggart Chase Taggart Syracuse, New York Area Details
Chase Taggart's State Street Research Experience 2000 - 2003
Job Sr. Manager Solutions & Integration at Virtucom Group
Industry Online Media
Experience
Virtucom Group  April 2013 - Present
Virtucom Group  September 2011 - April 2013
Virtucom Group  June 2010 - September 2011
Virtucom Group  2006 - August 2010
IKON Office Solutions  2005 - 2006
MetLife Financial Services  2003 - 2005
State Street Research   2000 - 2003

Skills
Analysis, Collaborative, Content Management, Web Content, E-commerce, Microsoft Excel, Professional Services, Teamwork, Product Knowledge, Learning, Enterprise Content..., Data Analysis, Excel, Communications, Web Content Management, Program Management, Process Improvement, SEO, CRM

Education
State University of New York College at Cortland   1997 — 1999
B.A., History

Onondaga Community College   1995 — 1997
A.A.S., Humanities

Skaneateles Central   1990 — 1993

Kemper Academy   1982 — 1988

G. Edward Graves G. Edward Graves Greater Boston Area Details
G. Edward Graves's State Street Research Experience June 2000 - June 2002
Job 17 year financial services professional
Industry Financial Services
Experience
Superfund USA, LLC   July 2015 - Present
BNY Mellon  May 2012 - November 2013
Sun Life Financial Distributors  August 2004 - December 2011
Rydex Investments  November 2002 - December 2003
State Street Research   June 2000 - June 2002
Putnam Investments  December 1997 - June 2000

Skills
Morningstar Advisor..., Morningstar Direct, Zephyr, Simplifying Complex..., Series 6, Series 63, Mutual Funds, Annuities, ETF's, Separate Accounts, Subadvisory, Tactical Asset..., Portfolio Construction, Competitive Analysis, Series 7, Portfolio Management, Investments, Fixed Annuities, Financial Advisory, ETFs, Asset Allocation, 401k, Capital Markets, Finance

Education
University of New Hampshire   1994 — 1997
Bachelor of Science, Microbiology

Richard Gervais Richard Gervais Greater Boston Area Details
Richard Gervais's State Street Research Experience March 1994 - September 1995
Job IT Business Analyst at Blue Cross Blue Shield
Industry Financial Services
Experience
Blue Cross Blue Shield  March 2012 - Present
ING (Formerly CITISTREET)   March 2007 - November 2011
MetLife (Formerly New England Financial)   February 2001 - March 2007
JOHN HANCOCK FUNDS  December 1998 - February 2001
MARCHIEL & ASSOCIATES   October 1998 - November 1998
NEW ENGLAND FUNDS  September 1995 - July 1998
State Street Research   March 1994 - September 1995
Colonial Investor Service Center   April 1993 - March 1994
BOSTON FINANCIAL DATA SERVICES, INC  November 1992 - April 1993
BFDS  May 1990 - November 1992

Skills
SDLC, Process Improvement, Requirements Analysis, Business Requirements, Project Management, Analysis, Access, User Acceptance Testing, Business Process, Program Management, Requirements Gathering, SQL, Visio, Business Analysis, Testing, MS Project, Software Documentation, Business Process..., Databases, Management, Business Intelligence, SharePoint

Education
Quincy College
degree, Computer Science

Kara Gilman Kara Gilman Greater Boston Area Details
Kara Gilman's State Street Research Experience 2003 - 2004
Job Senior Vice President at Income Research & Management
Industry Financial Services
Experience
Income Research & Management  February 2007 - Present
McKinley Capital Management  2005 - 2006
State Street Research   2003 - 2004
Putnam Investments  2001 - 2003
JP Morgan  1996 - 2001
Phoenix Life Insurance Company  1993 - 1995

Skills
Fixed Income, Asset Managment

Education
The American International University in London   1999 — 2000
MBA

University of Maine   1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General

Tilburg University   1990 — 1991

Heather Turner (Wilson) Heather Turner (Wilson) Raleigh-Durham, North Carolina Area Details
Heather Turner (Wilson)'s State Street Research Experience 1999 - 2000
Job Director, HR & Workforce Planning at Salix Pharmaceuticals
Industry Pharmaceuticals
Experience
Salix Pharmaceuticals  March 2004 - Present
BD  2002 - 2004
Digitas  2000 - 2002
State Street Research   1999 - 2000

Skills
Recruiting, Employee Relations, Performance Management, Talent Acquisition, Applicant Tracking..., HRIS, Training, Pharmaceutical Industry, Coaching, Change Management, Technical Recruiting, Executive Search, Talent Management, Onboarding, Human Resources, Workforce Planning, Management

Education
University of North Carolina at Chapel Hill   1995 — 1999
Bachelor's degree, Psychology

TC Roberson High School   1991 — 1995

C. Miyeko Keen C. Miyeko Keen Greater New York City Area Details
C. Miyeko Keen's State Street Research Experience July 1998 - September 2000
Job Director, Business Operations
Industry Financial Services
Experience
Guggenheim Investments  February 2012 - Present
RydexSGI   September 2009 - February 2012
Rydex Investments  July 2004 - September 2009
Rydex Investments  October 2002 - July 2004
Applied Predictive Technologies  September 2000 - September 2002
State Street Research   July 1998 - September 2000
Principal Financial Securities  May 1996 - July 1998
Sutro & Co.   June 1987 - May 1996

Skills
E-commerce, Instructional Design, Distance Education, Marketing Strategy, Budgeting, Business Analysis, Business Process

Education
The University of Dallas
MBA

University of the Pacific
BA

Jason Gantt Jason Gantt Greater New York City Area Details
Jason Gantt's State Street Research Experience July 1998 - July 1999
Job VP at Capstone Asset Management
Industry Financial Services
Experience
Capstone Asset Managment   January 2006 - Present
Boston Capital Securities   July 1999 - December 2005
State Street Research   July 1998 - July 1999

Skills
Investments, Asset Management, Portfolio Management, Equities, Fixed Income, Financial Advisory, FINRA, Series 7, Alternative Investments, Mutual Funds, Series 63, Wealth Management, Asset Allocation, Securities, Retirement Planning, Investment Advisory, Retirement, Investment Strategies, Strategic Financial...

Education
Ohio Wesleyan University   1994 — 1998
B.A., Economics

Ted Gallivan, CPA Ted Gallivan, CPA Philadelphia, Pennsylvania Details
Ted Gallivan, CPA's State Street Research Experience December 1988 - January 2005
Job Chief Financial Officer, FS Energy and Power Fund
Industry Venture Capital & Private Equity
Experience
Franklin Square Capital Partners  November 2012 - Present
BlackRock  January 2005 - October 2012
State Street Research   December 1988 - January 2005
PwC  September 1984 - December 1988

Skills
Mutual Funds, Alternative Investments, Fund Of Funds, Financial Reporting, Structured Finance, Fund Administration, Fund Accounting, SEC filings, Process Improvement, Sarbanes-Oxley Act, Financial Statements, Asset Managment, Private Equity, Accounting, Internal Controls, Tax, Auditing, Hedge Funds, Financial Services, Fixed Income, Equities, Asset Management, Derivatives, Finance, Valuation, Investment Management, Bloomberg, Investments, Securities, Due Diligence, Portfolio Management, Financial Analysis, Financial Modeling, Asset Allocation, Shareholder, ETFs, CPA, SEC Filings

Education
Stonehill College   1980 — 1984
BSBA, Accounting

Laura (Kling) Baffico Laura (Kling) Baffico Greater New York City Area Details
Laura (Kling) Baffico's State Street Research Experience September 2000 - June 2002
Job Regional Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management  March 2015 - Present
Four Wood Capital Partners  January 2014 - March 2015
Cohen & Steers  October 2010 - December 2013
New York Life Insurance Company/MainStay Investments   September 2007 - October 2010
NATIXIS Global Associates  June 2005 - June 2007
John Hancock Life Insurance Company (U.S.A.)   June 2002 - June 2005
State Street Research   September 2000 - June 2002

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

Education
St. Lawrence University   1995 — 1999

Agnes Irwin   1983 — 1995

Brad Voss, CFA Brad Voss, CFA Dallas/Fort Worth Area Details
Brad Voss, CFA's State Street Research Experience 2004 - 2004
Job
Industry Financial Services
Experience
Nationstar Mortgage  2011 - 2012
CSG Investments  2008 - 2011
Highland Capital Management  2005 - 2008
State Street Research   2004 - 2004
Bear Stearns & Co.   2000 - 2002
Donaldson, Lufkin & Jenrette   1998 - 2000
Luther King Capital Management  1997 - 1998

Education
The University of Texas at Austin - Red McCombs School of Business   2003 — 2005
MBA

University of Texas at Austin
MBA

Texas Christian University   1994 — 1998
BBA, Finance, Accounting

Texas Christian University - M.J. Neeley School of Business   1994 — 1998
BBA

Brian Hillery Brian Hillery Greater Boston Area Details
Brian Hillery's State Street Research Experience 1987 - 1995
Job Consultant Corporate Governance, Proxy Voting, and Sustainable Investing
Industry Financial Services
Experience
WCS Strategic Partners   2005 - Present
Wellington Management Company  1995 - 2005
State Street Research   1987 - 1995

Skills
Project Management, Investor Relations, Outsourcing, Equities, Asset Managment, Investments, Risk Management, Investment Advisory, Capital Markets, Alternative Investments, Bloomberg, Management, Corporate Governance, Securities, Portfolio Management, Analysis, Mutual Funds, Financial Services, Finance, Business Strategy, Investment Management

Education
The Ohio State University
BSBA, Finance

Charles Pluckhahn Charles Pluckhahn Greater Seattle Area Details
Charles Pluckhahn's State Street Research Experience June 1990 - May 1996
Job Owner, Charles Pluckhahn Inc.
Industry Leisure, Travel & Tourism
Experience
Charles Pluckhahn Inc.   August 2002 - Present
Paragon Networks  January 2002 - August 2002
Stephens Inc  June 1998 - August 2002
RBC Dain Rauscher  June 1996 - April 1998
State Street Research   June 1990 - May 1996
The Salt Mines   August 1979 - May 1990

Skills
Business Strategy, Strategic Planning, Entrepreneurship, Start-ups, Business Development, Project Management, Business Planning, Negotiation, Social Media, Public Speaking

Education
University of Pennsylvania - The Wharton School   1988 — 1990
Master of Business Administration (M.B.A.)

University of Wisconsin-Madison   1975 — 1979
B.A., Journalism, History

Michelle Wolfe Michelle Wolfe Springfield, Massachusetts Area Details
Michelle Wolfe's State Street Research Experience April 1999 - October 2003
Job Experienced Marketing Project Manager
Industry Marketing and Advertising
Experience
TIAA-CREF  November 2012 - Present
Fidelity Investments  January 2011 - September 2011
Fidelity Investments  October 2003 - April 2010
State Street Research   April 1999 - October 2003

Skills
Direct Marketing, Vendor Management, Integrated Marketing, Relationship Management, Marketing Communications, Online Advertising, Email Marketing, Process Improvement, Strategic Planning, Advertising, Marketing Strategy, Account Management, Marketing, Corporate Communications, Management, Project Management, Program Management, Microsoft Excel, Data Analysis, SEO, Forms Processing, Budgets, Business Strategy, Business Analysis, CRM, Analytics, Leadership, Strategy, Market Research, Salesforce.com, Competitive Analysis, Product Management, Online Marketing, Digital Strategy, Lead Generation, Segmentation, Multi-channel Marketing, Digital Marketing, Interactive Marketing, Product Marketing, Web Analytics, E-commerce, Database Marketing, Direct Mail, Social Media Marketing, Creative Direction, Financial Services, Cross-functional Team..., Brand Development

Education
Providence College   1986 — 1990
Bachelor of Arts

Joanne (Amoruso) Pease Joanne (Amoruso) Pease Greater Boston Area Details
Joanne (Amoruso) Pease's State Street Research Experience November 1997 - February 2000
Job Manager, Global Training at Bain & Company, Inc
Industry Management Consulting
Experience
Bain & Company, Inc   February 2000 - Present
State Street Research   November 1997 - February 2000
Trust Insurance Company  September 1996 - November 1997

Skills
Organizational Design, Management Consulting, Organizational..., Strategy, Talent Management

Education
Roger Williams University   1992 — 1996
Bachelor of Arts, Communications

Old Rochester Regional High School   1988 — 1992

Patti Foley Patti Foley Greater Boston Area Details
Patti Foley's State Street Research Experience March 2000 - July 2004
Job Financial Services Professional
Industry Financial Services
Experience
ING Retirement Services  November 2011 - Present
ING Investment Management  September 2009 - January 2010
Banc of America Investment Services  March 2008 - March 2009
Wachovia Securities  August 2007 - March 2008
John Hancock Funds  August 2004 - May 2007
State Street Research   March 2000 - July 2004

Education
University of New Hampshire-Manchester   1991 — 1994

Lillian Sullivan Jacobs Lillian Sullivan Jacobs Greater Boston Area Details
Lillian Sullivan Jacobs's State Street Research Experience January 2003 - January 2005
Job Vice President at State Street
Industry Financial Services
Experience
State Street  June 2011 - Present
State Street Bank Global Markets   October 2007 - June 2011
Fidelity Investments  September 2005 - October 2007
Brown Brothers Harriman  January 2005 - September 2005
State Street Research   January 2003 - January 2005
Brown Brothers Harriman  August 2000 - December 2002
State Street Research & Management Co   October 1998 - August 2000
BankBoston  April 1996 - August 1998
State Street Global Advisors  August 1988 - April 1996

Education
University of Massachusetts Boston   1993 — 1999
BA, Psychology

University of Southern Maine   1977 — 1980
Fine Arts, Classical Studies

Brian Forth Brian Forth San Francisco Bay Area Details
Brian Forth's State Street Research Experience February 2001 - September 2002
Job Director, Relationship Manager
Industry Investment Management
Experience
WHV Investment Management, Inc.   September 2002 - Present
State Street Research   February 2001 - September 2002

Skills
Investment Strategies, Asset Management, Investments, Mutual Funds, Project Management, Equities, Portfolio Management, Investment Management, Financial Analysis, Financial Modeling, Fixed Income

Education
Tufts University   1995 — 1999
BA

Peter Yuen Peter Yuen Greater Boston Area Details
Peter Yuen's State Street Research Experience December 1999 - January 2005
Job Desktop Technician at Harvard Vanguard Medical Associates
Industry Information Technology and Services
Experience
Harvard Vanguard Medical Associates  2005 - Present
State Street Research   December 1999 - January 2005

Skills
Software Documentation, Process Improvement, Requirements Gathering, Windows Server, Patch Management, SCCM, Active Directory, SharePoint, McAfee, Troubleshooting

Education
Suffolk University - Sawyer Business School   1995 — 1999
BSBA, Computer Information Systems

Brenda Sieben Brenda Sieben Norwood, Massachusetts Details
Brenda Sieben's State Street Research Experience 2000 - 2002
Job Retirement Plan Services Professional
Industry Outsourcing/Offshoring
Experience
Chesapeake Benefit Partners  February 2015 - Present
Mercer  June 2002 - March 2013
Putnam Investments  1999 - 2005
State Street Research   2000 - 2002
Tofias PC  2000 - 2000
Sheldon Ganz   1991 - 1991

Skills
Employee Benefits, ERISA, Leadership, Benefits Administration, Process Improvement, Retirement, Training, Defined Contribution, Mergers & Acquisitions, Change Management, Retirement Planning, 401k, Financial Services, Management, Outsourcing

Education
Stonehill College   1994 — 1997

Mt. Ida College   1989 — 1991
AAS, Paralegal Studies

Sherry Fiore Sherry Fiore Greater Boston Area Details
Sherry Fiore's State Street Research Experience 1998 - 2003
Job Donor Relations Officer/Director's Office Administrative Manager at Hopkins Center for the Arts
Industry Higher Education
Experience
Hopkins Center for the Arts  December 2010 - Present
Dartmouth College  September 2008 - November 2010
National Museum of Wildlife Art  January 2007 - August 2008
National Museum of Wildlife Art  May 2003 - January 2007
State Street Research   1998 - 2003

Skills
Museums, Community Outreach, Nonprofits, Fundraising, Grant Writing, Program Development, Editing, Teaching, Copy Editing, Social Media, Volunteer Management

Education
Smith College   1993 — 1997
BA, History

Myra (Ellis) Flanagan Myra (Ellis) Flanagan Greater Boston Area Details
Myra (Ellis) Flanagan's State Street Research Experience January 1994 - April 2000
Job Manager Sales Administration: Compensation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  September 2012 - Present
Fidelity Investmets   July 2001 - Present
Fidelity Investments  August 2004 - September 2006
Fidelity Investments  November 2003 - August 2004
Fidelity Investments  July 2001 - October 2003
Charles Schwab  June 2000 - April 2001
State Street Research   January 1994 - April 2000

Education
Saint Michael's College   1989 — 1993
Bachelor of Science (B.S.), Accounting

Peter M. Sullivan Peter M. Sullivan Greater Seattle Area Details
Peter M. Sullivan's State Street Research Experience 1996 - 1998
Job Regional Director/MultiFunds
Industry Financial Services
Experience
Multi-Funds   2010 - Present
Wells Fargo Advisors  2008 - 2010
Clark Capital Management Group  2007 - 2008
LEGG MASON INC. (Formerly Salomon Brothers Asset Management)   2003 - 2007
Phoenix Investment Partners  2000 - 2003
OppenheimerFunds  1998 - 2000
State Street Research   1996 - 1998
Keystone Mutual Funds   June 1989 - October 1996
Fidelity Investments  1986 - 1989

Skills
Separately Managed..., Series 7, Wealth Management, Financial Advisory, Business Planning, CRM, Investment Strategies, Financial Analysis, Series 63, Mutual Funds, Asset Managment, Marketing, Sales Operations, Alternative Investments, Investment Advisory, Series 65, Asset Allocation, Asset Management, Retirement Planning, Securities, ETFs, Series 24, Uniform Combined State..., Retirement, Investments

Education
St. Lawrence University   1975 — 1979
BA, French

Jon Stagnone Jon Stagnone Greater Boston Area Details
Jon Stagnone's State Street Research Experience 1992 - 1997
Job Vice President, Regional Planning Consultant at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments  May 2013 - Present
Fidelity Charitable Services  April 2011 - April 2013
Fidelity Investments  July 2010 - March 2011
Fidelity Investments  February 2007 - June 2010
The Colony Group  November 2003 - December 2006
G.W. & Wade, Inc.   July 1999 - October 2003
State Street Research   1992 - 1997

Skills
Estate Planning, Wealth Management, Retirement, Retirement Planning, High Net Worth..., Trusts

Education
Suffolk University Law School   1995 — 1999
Doctor of Law (J.D.)

Providence College   1987 — 1991
BA, History

Brad Eilert Brad Eilert Greater New York City Area Details
Brad Eilert's State Street Research Experience 1995 - 1997
Job Senior High Yield / Distressed Analyst at Nomura Securities
Industry Investment Management
Experience
Nomura Securities  June 2011 - Present
Arrowgrass Capital Partners   April 2007 - March 2011
Societe Generale  2002 - 2007
UBS Investment Bank  2001 - 2002
ING  2000 - 2001
Banc of America Securities  1997 - 2000
State Street Research   1995 - 1997

Skills
High Yield, Portfolio Management, Credit Rating, Fixed Income, Hedge Funds, Bloomberg, Equities, Derivatives, Capital Markets, Investment Banking, Alternative Investments, Bonds, Equity Research, Asset Managment, Structured Products

Education
University of Southern California   1990 — 1994
Bachelor of Science (BS), Finance, General

Jesuit High School   1987 — 1990

Ken Gregg Ken Gregg Indianapolis, Indiana Area Details
Ken Gregg's State Street Research Experience June 2000 - December 2001
Job President at Analytical Intelligence, LLC
Industry Insurance
Experience
Analytical Intelligence, LLC   January 2012 - Present
CITON GROUP, INC   January 2007 - March 2011
AXA Distributors  March 2002 - March 2005
State Street Research   June 2000 - December 2001
Allianz  1999 - 2000
CNA  1997 - 1999

Skills
Management, Program Management, Risk Management, Marketing, Strategy, Strategic Financial..., New Business Development, Investments

Education
University of Central Florida   1995 — 1996
MASTERS OF BUSINESS ADMINISTRATION, FINANCE

University of Central Florida   1995 — 1996
BACHELOR OF SCIENCE, ECONOMICS

Ruthanne Brodeur Ruthanne Brodeur Greater Boston Area Details
Ruthanne Brodeur's State Street Research Experience 1999 - 2001
Job Owner at Brodeur Consulting
Industry E-Learning
Experience
Brodeur Consulting   April 2015 - Present
Premier Designs  March 2013 - Present
Linedata  July 2010 - April 2015
Pioneer Investments  April 2003 - June 2010
Signitas   2001 - 2002
State Street Research   1999 - 2001
Putnam Investments  July 1997 - December 1999

Skills
Business Analysis, Customer Service, Process Improvement, Training, Software Documentation, Vendor Management, SDLC, Team Building, Project Management, Leadership Development, Coaching, Change Management, Program Management, Management, CRM

Education
Rensselaer Polytechnic Institute   1988 — 1992
BS Management, Civil Engineering, Management, Marketing

Rensselaer Polytechnic Institute - The Lally School of Management and Technology   1988 — 1992
Management, Marketing, Engineering

Jesus (JC) Cabrera Jesus (JC) Cabrera Miami/Fort Lauderdale Area Details
Jesus (JC) Cabrera's State Street Research Experience 1996 - 1999
Job Senior Vice President/ Senior Portfolio Manager at UBS Private Wealth Management
Industry Investment Management
Experience
UBS Wealth Management  April 2014 - Present
AllianceBernstein  March 2007 - April 2014
Entrust Management LLC   2002 - 2007
Scudder Investments  1999 - 2002
State Street Research   1996 - 1999
JP Morgan Chase  1989 - 1996
SunTrust Bank  1984 - 1989

Education
The University of Chicago - Booth School of Business   1987 — 1989
MBA, Finance

University of Pennsylvania - The Wharton School   1980 — 1984
Bachelor of Science and Economics (BSE), Finance

Scott Castiglia Scott Castiglia Greater Boston Area Details
Scott Castiglia's State Street Research Experience July 2001 - October 2002
Job Plan Administration Manager at The Angell Pension Group, Inc.
Industry Financial Services
Experience
The Angell Pension Group, Inc.   November 2002 - Present
State Street Research   July 2001 - October 2002
Mid-Atlantic Pension Group   May 1997 - July 2001

Skills
Pensions, Retirement, Defined Benefit, 401k, Retirement Planning

Education
University of Richmond   1993 — 1997
Accounting

John F. Kennedy High School   1989 — 1993

Karen Reggiannini Karen Reggiannini Longmeadow, Massachusetts Details
Karen Reggiannini's State Street Research Experience 1994 - 1999
Job Realtor at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis-Real Estate, Mortgage, Insurance   2009 - Present
State Street Research   1994 - 1999
Putnam Investments  1989 - 1994
Putnam  1989 - 1994

Skills
Residential Real..., Short Sales, Condos, Sellers, Investments, Buyer Representation, Real Estate, First Time Home Buyers, Loans, Marketing Strategy, Selling

Education
Providence College   1985 — 1989
BA

Hingham

Tom Garofoli Tom Garofoli Greater Boston Area Details
Tom Garofoli's State Street Research Experience 1993 - 1994
Job Vice President, Securities Lending at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  May 2015 - Present
Interactive Data  January 2011 - April 2015
Thomson Reuters  September 2010 - January 2011
Thomson Reuters  2008 - 2010
Thomson Financial  2003 - 2008
Liquidnet  2000 - 2002
Bridge Information Systems  1998 - 2000
ADP  1996 - 1998
State Street Research   1993 - 1994
State Street Research   1993 - 1994

Skills
Market Data, Business Development, Equities, Financial Markets, Financial Services, Selling, Relationship Management, Mutual Funds, Electronic Trading, Fixed Income, Solution Selling, New Business Development, Sales, Securities, Portfolio Management, Trading Systems, Capital Markets, ETFs, Consultative Selling..., Reference Data, Web Services, Mobile Applications, Business Analysis, B2B, Securities Lending

Education
University of Maine
BS, Finance - Corbett School of Business, Finance, General

Tilton School

Cathy Dudley, CFA Cathy Dudley, CFA Greater Boston Area Details
Cathy Dudley, CFA's State Street Research Experience January 1998 - September 2002
Job Sr. Relationship Manager, Retired
Industry Investment Management
Experience
Wells Capital Management  August 2009 - May 2014
Evergreen Investments  March 2005 - August 2009
Evergreen Investments  September 2002 - August 2009
Evergreen Investments  September 2002 - March 2005
State Street Research   January 1998 - September 2002
State Street Research & Management  January 1998 - September 2002
Chancellor Capital Management  October 1995 - January 1998
Chancellor Capital Management  October 1995 - January 1998
The Phoenix Companies  April 1985 - October 1995
Phoenix Investment Counsel   January 1985 - January 1995

Skills
Asset Managment, CRM, New Business Development, Portfolio Management, Equities, Investments, Investment Management, Mutual Funds, Asset Allocation, Alternative Investments, Series 7, Fixed Income

Education
The University of Connecticut
BA, German; Economics

University of Vermont
Economics, German

Universität Salzburg
German

Jake A. King, CSA Jake A. King, CSA Greater Boston Area Details
Jake A. King, CSA's State Street Research Experience 1995 - 1999
Job Vice President, Intermediary Sales at Schwab Institutional
Industry Financial Services
Experience
Charles Schwab  August 2009 - Present
SunAmerica Asset Management  July 2007 - February 2009
Touchstone Investments  2004 - 2007
Conseco  1999 - 2003
4086 Advisors (Formerly Conseco Capital Managment)   1999 - 2003
State Street Research   1995 - 1999

Education
Roanoke College   1989 — 1993
BA, Political Science

David Reilly, CFA David Reilly, CFA Greater Boston Area Details
David Reilly, CFA's State Street Research Experience April 2001 - September 2002
Job Institutional Portfolio Manager Strategic Advisors at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  May 2012 - Present
Decision Critical Resources, Inc.   April 2009 - May 2012
Rydex Investments  December 2004 - January 2009
LPL  November 2002 - November 2004
State Street Research   April 2001 - September 2002
Prudential Investments  1997 - 2001
Eaton Vance Management  1991 - 1996
Scudder Investments  1984 - 1991

Skills
Finance, Mutual Funds, Equities, Investments, Valuation, Hedge Funds, Investment Strategies, Risk Management, Investment Management, Securities, Strategy, Financial Markets, Due Diligence, Financial Services, Financial Modeling, ETFs, Economics, Series 63, Strategic Financial..., Private Equity, Fixed Income, Leadership

Education
Skidmore College   1978 — 1980
BA, Political Science

Skidmore College
BA, Government

Michael Carmen Michael Carmen Greater Boston Area Details
Michael Carmen's State Street Research Experience May 1992 - August 1997
Job Equity Portfolio Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management  April 1999 - Present
Kobrick Capital Management   August 1997 - April 1999
State Street Research   May 1992 - August 1997
Cigna Investment Management  September 1991 - May 1992
Sanford C. Bernstein  July 1988 - August 1990
Drexel Burnham Lambert  October 1986 - July 1988
Goldstein Golub Kessler LLP  September 1984 - October 1986

Skills
Equity Research, Equities, Hedge Funds, Investments, Asset Managment, Portfolio Management, Mutual Funds, Valuation, Capital Markets, Financial Analysis, Financial Markets, Private Equity, Asset Management, Investment Management

Education
New York University - Leonard N. Stern School of Business   1987 — 1991
MBA, Finance and International Business

State University of New York at Albany   1980 — 1984
BS, Accounting

Lawrence High School

Kristin Wardour Kristin Wardour Washington D.C. Metro Area Details
Kristin Wardour's State Street Research Experience January 1992 - June 2000
Job Recruiting
Industry Human Resources
Experience
Technology Executive Group  April 2010 - Present
Babson College  June 2000 - August 2001
State Street Research   January 1992 - June 2000

Skills
Recruiting, Technical Recruiting, Cloud Computing, Finance, Wireless, Executive Search, IT Service Management, Exit Surveys, Strategic Sourcing, Quantitative Research, Analytics, Survey Design, Data Analysis, Online Research, Questionnaires, Salesforce.com, Strategy, Program Management, Enterprise Software, Professional Services, Interviews, Management, Business Development, Start-ups, CRM, Leadership, Market Research, SaaS, Strategic Partnerships

Education
St. Lawrence University   1987 — 1991
BS, Psychology

Georgetown Visitation   1983 — 1987

Kristen Gray (Connolly) Kristen Gray (Connolly) Greater Boston Area Details
Kristen Gray (Connolly)'s State Street Research Experience 2000 - 2002
Job Co Owner, DK Painting
Industry Construction
Experience
DK Painting   OwnerDK Painting2009 - Present
Whitman Homes   2002 - 2006
State Street Research   2000 - 2002
SkyWorld Interactive  1999 - 2000

Education
University of Massachusetts Dartmouth   1995 — 1999
Marketing

Brett Wander Brett Wander San Francisco, California Details
Brett Wander's State Street Research Experience 2003 - 2005
Job Chief Investment Officer Fixed Income at Charles Schwab Investment Management
Industry Investment Management
Experience
Charles Schwab Investment Management  June 2011 - Present
State Street  2008 - 2010
Loomis, Sayles & Company   2006 - 2008
State Street Research   2003 - 2005
Payden & Rygel  1996 - 2001
Mellon Capital Management  1994 - 1996

Education
The University of Chicago   1984 — 1986
MBA, Finance

University of California, Los Angeles   1979 — 1984
B.S., Engneering

Thomas Coleman Thomas Coleman Greater Boston Area Details
Thomas Coleman's State Street Research Experience 1996 - 2002
Job Fixed Income Investment Specialist
Industry Investment Management
Experience
Standard Life Investments  April 2015 - Present
Wellington Management  November 2002 - March 2015
State Street Research   1996 - 2002

Skills
Fixed Income, Asset Management, Hedge Funds, Alternative Investments, Equities, Investment Management, Bloomberg, Investments, Portfolio Management, Asset Allocation

Education
New York University - Leonard N. Stern School of Business   1991 — 1994
MBA, Finance

Syracuse University   1983 — 1987
BS, Finance

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

Birhanu Dererei Birhanu Dererei Greater Boston Area Details
Birhanu Dererei's State Street Research Experience May 2004 - September 2004
Job Infrastructure Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture  February 2014 - Present
Staples  August 2013 - January 2014
Staples  March 2012 - August 2013
athenahealth  May 2007 - July 2012
Rebook   May 2008 - November 2008
TJX  May 2007 - November 2007
Children's Hospital Boston  January 2005 - September 2005
Abt Associates  October 2004 - January 2005
State Street Research   May 2004 - September 2004

Skills
VPN, Altiris, Troubleshooting, Windows 7, Network Connectivity, Microsoft Exchange, Service Desk, Active Directory, SCCM 2012, Wise Packaging Studio, Technical Support, Firewalls, Project Management, Operating Systems, ITIL, Citrix, Servers, TCP/IP, SharePoint, Networking, IIS, Security, Computer Hardware, System Deployment, DHCP, DNS, Network Security, Microsoft SQL Server, Linux

Education
UMass Lowell   2006 — 2012
BSC, Electrical Engineering

James Buono James Buono Greater Boston Area Details
James Buono's State Street Research Experience July 2002 - January 2005
Job AVP Performance & Analytics Investment Management Services at State Street
Industry Financial Services
Experience
State Street  April 2011 - Present
BlackRock Financial Management  January 2005 - August 2010
State Street Research   July 2002 - January 2005
Scudder Investments  August 2001 - July 2002
MFS Investment Management  August 2000 - August 2001

Skills
Portfolio Management, Hedge Funds, Fixed Income, Equities, Investments

Education
Suffolk University - Sawyer Business School   1996 — 2000
BSBA, Finance

Joseph Marchant Joseph Marchant Greater Boston Area Details
Joseph Marchant's State Street Research Experience April 2004 - April 2005
Job Senior Tax Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  August 2005 - Present
State Street Research   April 2004 - April 2005
State Street  August 2001 - April 2004

Education
Suffolk University   1984 — 1988
BSBA, Accounting

Jeff Puntney, CIMA Jeff Puntney, CIMA Greater Seattle Area Details
Jeff Puntney, CIMA's State Street Research Experience 2003 - 2005
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock  December 2005 - Present
State Street Research and Management  February 2003 - December 2005
State Street Research   2003 - 2005
LPL Financial  March 2001 - January 2003

Skills
Mutual Funds, Asset Allocation, Alternative Investments, Asset Management, Series 7, Investments, Series 63, Fixed Income, Equities, Wealth Management

Education
Wharton School, University of Pennsylvania   2006 — 2007
CIMA

University of Wisconsin-Madison   1989 — 1993
Bachelor of Arts, Political Science

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