A Cutter-facilitated webinar on State Street’s acquisition of Charles River Development. Senior leaders from State Street present the rationale behind the decision, discuss the potential impact on customers and on the industry as a whole, and answer questions from attendees.
Linda Bertone brings more than 25 years of experience in relationship management, consulting services, and organizational leadership in both the asset management community and investment software industry. She joined Cutter Associates in 2011 and is responsible for relationship management and for planning and facilitating our member meetings and events. She coordinates and moderates all CutterCasts, our regular member webcasts. Prior to joining Cutter Associates, Linda spent five years as a Project and Program Manager on the Enterprise Data Management team of Pioneer Investments. She also held roles as vice president of client and professional services for Thomson Investment Software, Linedata Services, and Advent Software. Linda holds a B.S. in Mathematics from Tufts University and is a certified Project Management Professional (PMP).
Prior to joining State Street, Jack spent almost 19 years at BNY Mellon most recently managing a group of Business and Relationship Executives who were responsible for the largest global financial institution clients. In his previous roles at BNY Mellon he held positions in which he was responsible for sales and sales management. In addition, Jack spent almost five years as an expatriate residing in locations within the Netherlands and UK where he held various roles including; Implementation Manager, Product Specialist, and Sales Manager. Jack earned a degree from the Boston College Carroll School of Management with concentrations in Finance and Marketing.