Assistant Vice President at State Street Corporation
Greater Boston Area
Assistant Vice President at State Street Corporation
Greater Boston Area
Financial Executive with broad experience in the areas of Strategy Generation, Market Segmentation, Strategy Implementation, Consulting, Marketing, Market Sizing, Messaging, and Client Capture and Retention. Interested in startups of all types, helping folks to maximize their corporations and business's assets and client bases, and helping companies to succeed.
(Public Company; 10,001 or more employees; STT; Financial Services industry)
September 2005 — Present (3 years 11 months)
Analyzed and identified strategically important clients, and collaborated on strategies to retain existing business, or generate new business with those clients.
(Public Company; 10,001 or more employees; STT; Financial Services industry)
January 2004 — September 2005 (1 year 9 months)
Evaluated market and client opportunities and made tactical recommendations to senior management in support of State Street Global Market’s business development efforts, including being the key point of contact for all client metrics and product usage data.
(Public Company; 10,001 or more employees; STT; Financial Services industry)
June 2001 — January 2004 (2 years 8 months)
Analyzed and identified strategically important technologies in the institutional e-commerce and e-finance markets space, as well as potential revenues from e-commerce initiatives, and potential acquisitions to enable State Street Global Markets to compete in that area.
MBA , Finance , 1999 — 2001
1993 — 1996
1991 — 1993
investing, new technology, open source, weightlifting, tennis, skiing, gaming