Samantha W. Petrucelli
abiwu4@r.postjobfree.com
Work History:
State Street Corporation July 2007 - August
2010
Senior Associate
Back Bay. Boston MA
. Key contributor within the Middle Office/Investment Management group
at State Street Corporation, a liaison group between Investment Banks
and their sub-custodial banks.
. Lessened the risk of financial loss through consistent and accurate
verification of associate's work, including position reconciliation,
verification and release of instructions to sub-custodial banks on
behalf of our Clients; audit verification, risk management, and
ensured proper shares blocked from trading in market.
. Consistently provided a high level of client service through
meticulous attention to detail and communication between parties, both
external and internal. Clients were all high risk players in
international and domestic markets; Clients treated on confidential
level.
. Instrumental in the transition of the Global Operations team
(Investors Bank and Trust) to the State Street Investment Management
team. Ensured all employees were properly trained on Global Operation
functionality so that the transition would run smoothly. In addition,
acquired new clients at that time, therefore accurate and effective
crossover training imperative.
. Provided management and guidance to analysts within group.
. Participated in, and often ran, daily risk meetings regarding
favorability of offers in both the global and domestic markets and the
effects on our clients.
. Provided insight to upper management for new controls and projects,
such as putting a procedure into place ensuring sub-custodial banks
alert us of the last day of trading in market if client holds a short
position as it could become a liability if not covered.
. Executed monthly volume and trend reports, and attended annual
management meetings with senior management and above to review company
goals, status and earnings.
Reason for Leaving: Relocation to Fort Carson, Colorado due to significant
others active duty status in the United States Military.
Investors, Bank and Trust February 2006 -
July 2007
Analyst 1 and Analyst 2
Back Bay, Boston MA
. Mitigated risk through meticulous and detail oriented completion of
daily calculations and reconciliations, including control sheet
auditing, risk reporting, instruction processing, and ensuring shares
were blocked from trading through the blocking of encumbrances.
. Provided training and support for new employees.
. Participated in weekly meetings utilized to control risk incidents
within company between internal and external groups.
. Provided excellent client service to internal and external parties,
including high risk and confidential clients.
. As an Analyst 2, ensured I learned Senior Analyst job so once position
opened, I would be the first to be looked at as the best and most
effective candidate for position.
Reason for Leaving: Investors, Bank and Trust was acquired by State Street
Corporation. Recruited into Investment Management team at State Street
Bank.
Boston Partners Asset Management December 2005 -
February 2006
Reception
Downtown Boston, 28 State Street
. Greeted clients and guests for meetings.
. Booked conference rooms for meetings.
. Placed food orders for client meetings.
. Liaison between client and employee for meetings, calls and other
administrative duties.
. Updated calendar and schedules on a daily basis, including travel
plans for executives.
Reason for Leaving: Temporary employment until hired at permanent position
at Investors Bank and Trust.
Samantha W. Petrucelli
abiwu4@r.postjobfree.com
Carter::Burgess May 2005 - September
2005
Marketing Internship Cambridge, MA
. Provided Boston marketing coordinator with assistance in compiling,
writing, and editing Request for Proposals, as well as providing
marketing research on her behalf.
. Compiled marketing data and cut sheets for new business acquisition
packets.
. Provided internal data base updates for all employees.
. Organized annual golf outing for employees and clients.
. Took part in monthly marketing meetings with team members from around
the Country.
Reason for Leaving: Marketing internship.
Education:
Pikes Peak Community College January 2011 - May 2011
Remaining 3 credits
Bachelor of Arts: Political Science
Minor: Philosophy
University of Massachusetts Transfer January
2004
Bachelor of Arts: Political Science Boston, MA
Minor: Philosophy
Northeastern University September 2001 -
January 2004
Bachelor of Science - Criminal Justice Boston, MA
Minor: Political Science
Activities and Interests:
Soldier's Angels
. Deployed soldier adoption
Fort Carson, Colorado
. Family Readiness Leader training
. Army Family Team Building training
USO
. Volunteer at Logan Airport/greeter
. "What's Hot" web site contributor.
. Team USO 2010 - Team Leader
Dana Farber/Jimmy Fund
. Rally Against Cancer
. Jimmy Fund Walk
Proficient in Spanish and some Italian.