SEI Private Trust Company
Industry: Company
DescriptionHeadquarters: Oaks, PA Founded: 2001 Parent organization: SEI Investments Company Subsidiary: SEI Private Trust Company, Asset Management Arm
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SEI Private Trust Company Employees
Employee
Years
Job
Industry
Leila Saddic Jury Leila Saddic Jury's SEI Private Trust Company Experience September 2004 - July 2009
Job Operations Manager, Quality and Global Data Controls at SEI
Industry
Experience
SEI April 2012 - Present
SEI July 2009 - April 2012
SEI Private Trust Company September 2004 - July 2009
PMG systems 1998 - 2004
Sheraton Society Hill 1994 - 1998
Skills
Financial Services, Mutual Funds, Business Analysis, Securities, Asset Management, Risk Management, Portfolio Management, Investments, Fixed Income, Alternative Investments, Hedge Funds, Equities
Education
Princeton University
SEI April 2012 - Present
SEI July 2009 - April 2012
SEI Private Trust Company September 2004 - July 2009
PMG systems 1998 - 2004
Sheraton Society Hill 1994 - 1998
Skills
Financial Services, Mutual Funds, Business Analysis, Securities, Asset Management, Risk Management, Portfolio Management, Investments, Fixed Income, Alternative Investments, Hedge Funds, Equities
Education
Princeton University
Mustapha Berkshan Mustapha Berkshan's SEI Private Trust Company Experience June 2007 - July 2010
Job TSU Product Specialist Banking (TSU eDelivery) at SEI Global Technology Services (GTS)
Industry Financial Services
Experience
SEI - Global Technology Services (GTS) June 2014 - Present
SEI - Global Technology Services (GTS) July 2012 - June 2014
SEI Wealth Platform June 2010 - July 2012
SEI Private Trust Company June 2007 - July 2010
SEI Investments November 2005 - June 2007
Skills
Business Analysis, Business Intelligence, Project Management, Microsoft SQL Server, Business Requirements, SQL, Management, Visio, Process Improvement, SAS, Oracle, Access, Visual Basic, VB.NET, Accounting, JMP, ExtendSim, Data Analysis, Data Mining, Data Modeling, Database Design, Database Administration, Data Warehousing, SQL Server, Reports, Training, VBA, Analysis, Analytics, Banking, Business Objects, Business Process..., CRM, Business Process, Financial Services, PL/SQL, Quality Assurance, Requirements Analysis, Requirements Gathering, SharePoint, Software Development, Software Documentation, Software Project..., T-SQL, Testing, User Acceptance Testing, Agile Methodologies
Education
Saint Joseph's University 2010 — 2012
Master of Science, Business Intelligence & Analytics ; Decision & System Sciences
Goldey-Beacom College 2003 — 2005
MBA, Information Technology & Marketing
Drexel University 2002 — 2003
ELC, English
L'Ecole Superieur De Commerce 1998 — 2002
Bachelor, Business Administration; International Business
SEI - Global Technology Services (GTS) June 2014 - Present
SEI - Global Technology Services (GTS) July 2012 - June 2014
SEI Wealth Platform June 2010 - July 2012
SEI Private Trust Company June 2007 - July 2010
SEI Investments November 2005 - June 2007
Skills
Business Analysis, Business Intelligence, Project Management, Microsoft SQL Server, Business Requirements, SQL, Management, Visio, Process Improvement, SAS, Oracle, Access, Visual Basic, VB.NET, Accounting, JMP, ExtendSim, Data Analysis, Data Mining, Data Modeling, Database Design, Database Administration, Data Warehousing, SQL Server, Reports, Training, VBA, Analysis, Analytics, Banking, Business Objects, Business Process..., CRM, Business Process, Financial Services, PL/SQL, Quality Assurance, Requirements Analysis, Requirements Gathering, SharePoint, Software Development, Software Documentation, Software Project..., T-SQL, Testing, User Acceptance Testing, Agile Methodologies
Education
Saint Joseph's University 2010 — 2012
Master of Science, Business Intelligence & Analytics ; Decision & System Sciences
Goldey-Beacom College 2003 — 2005
MBA, Information Technology & Marketing
Drexel University 2002 — 2003
ELC, English
L'Ecole Superieur De Commerce 1998 — 2002
Bachelor, Business Administration; International Business
Jesse Stolarcyk Jesse Stolarcyk's SEI Private Trust Company Experience March 2006 - Present
Job Senior Account Administrator at SEI Private Trust Company
Industry Investment Management
Experience
SEI Private Trust Company March 2006 - Present
Gap Inc. November 2009 - 2012
Gap Inc. April 2001 - September 2007
LA Weightloss March 2004 - September 2004
Wilkes-Barre/Scranton Penguins April 2003 - September 2003
Skills
Program Management, Banking, Management, Time Management, Accounting, Customer Service, Investments, Retail, Cash Management
Education
Drexel University 2001 — 2005
Bachelor of Science in Mathematics, Minor in Business Administration
SEI Private Trust Company March 2006 - Present
Gap Inc. November 2009 - 2012
Gap Inc. April 2001 - September 2007
LA Weightloss March 2004 - September 2004
Wilkes-Barre/Scranton Penguins April 2003 - September 2003
Skills
Program Management, Banking, Management, Time Management, Accounting, Customer Service, Investments, Retail, Cash Management
Education
Drexel University 2001 — 2005
Bachelor of Science in Mathematics, Minor in Business Administration
Joseph Matteo's SEI Private Trust Company Experience June 2008 - May 2009
Job Vice President at The Rock Creek Group
Industry Real Estate
Experience
The Rock Creek Group June 2011 - Present
Maret School February 2011 - June 2011
Foulger-Pratt Companies, LLC May 2009 - October 2010
Xtreme Motors NYC May 2009 - November 2009
SEI Private Trust Company June 2008 - May 2009
Skills
Investments, Real Estate, Teamwork, Financial Analysis, Management, Competitive Analysis, Financial Modeling, Valuation, Microsoft Excel, Research, Asset Managment, Public Speaking, Bloomberg, New Business Development, Due Diligence, Strategy, Portfolio Management, Alternative Investments, Hedge Funds
Education
Georgetown University 2010 — 2011
Masters, Real Estate Finance and Development
Lehigh University - College of Business and Economics 2004 — 2008
BS, Finance
The Rock Creek Group June 2011 - Present
Maret School February 2011 - June 2011
Foulger-Pratt Companies, LLC May 2009 - October 2010
Xtreme Motors NYC May 2009 - November 2009
SEI Private Trust Company June 2008 - May 2009
Skills
Investments, Real Estate, Teamwork, Financial Analysis, Management, Competitive Analysis, Financial Modeling, Valuation, Microsoft Excel, Research, Asset Managment, Public Speaking, Bloomberg, New Business Development, Due Diligence, Strategy, Portfolio Management, Alternative Investments, Hedge Funds
Education
Georgetown University 2010 — 2011
Masters, Real Estate Finance and Development
Lehigh University - College of Business and Economics 2004 — 2008
BS, Finance
Adam Marsteller Adam Marsteller's SEI Private Trust Company Experience 2004 - 2005
Job Manager, Investment Accounting at Global Indemnity
Industry Accounting
Experience
Global Indemnity June 2010 - Present
Capmark May 2008 - June 2010
SEI February 2004 - 2008
SEI Private Trust Company 2004 - 2005
Skills
Financial Reporting, Financial Analysis, Mutual Funds, Finance, Accounting, Hedge Funds, Investments, Risk Management, Alternative Investments, Portfolio Management, Equities
Education
Pennsylvania State University-Great Valley Graduate Center 2005 — 2007
MBA, Finance
Moravian College 1999 — 2003
Bachelors, Mathematics, Finance
University of Wollongong 2002 — 2002
Global Indemnity June 2010 - Present
Capmark May 2008 - June 2010
SEI February 2004 - 2008
SEI Private Trust Company 2004 - 2005
Skills
Financial Reporting, Financial Analysis, Mutual Funds, Finance, Accounting, Hedge Funds, Investments, Risk Management, Alternative Investments, Portfolio Management, Equities
Education
Pennsylvania State University-Great Valley Graduate Center 2005 — 2007
MBA, Finance
Moravian College 1999 — 2003
Bachelors, Mathematics, Finance
University of Wollongong 2002 — 2002
Deborah He Deborah He's SEI Private Trust Company Experience June 2007 - Present
Job Specialist at SEI Investments
Industry Financial Services
Experience
SEI Private Trust Company June 2007 - Present
ETB Services Inc 2006 - 2007
Alling & Cory December 1994 - May 1997
Alling & Cory April 1994 - November 1995
Kroger Company November 1989 - May 1992
Department of Chemistry - Ohio State University September 1988 - June 1989
Skills
Excel, Outlook, Microsoft Office, Word, Customer Relations, Problem Solving, Microsoft Excel, Customer Service, PowerPoint, Leadership, Social Media, Microsoft Word, Team Building, Payroll, Accounts Payable, Management, Accounts Receivable, QuickBooks, Banking, Process Improvement, Customer Satisfaction, Marketing
Education
The Ohio State University 1988 — 1992
B.A., Communications
The Ohio State University 1988 — 1992
Bachelor of Arts, Communications
SEI Private Trust Company June 2007 - Present
ETB Services Inc 2006 - 2007
Alling & Cory December 1994 - May 1997
Alling & Cory April 1994 - November 1995
Kroger Company November 1989 - May 1992
Department of Chemistry - Ohio State University September 1988 - June 1989
Skills
Excel, Outlook, Microsoft Office, Word, Customer Relations, Problem Solving, Microsoft Excel, Customer Service, PowerPoint, Leadership, Social Media, Microsoft Word, Team Building, Payroll, Accounts Payable, Management, Accounts Receivable, QuickBooks, Banking, Process Improvement, Customer Satisfaction, Marketing
Education
The Ohio State University 1988 — 1992
B.A., Communications
The Ohio State University 1988 — 1992
Bachelor of Arts, Communications
Robert G Muse Robert G Muse's SEI Private Trust Company Experience January 2009 - December 2009
Job Senior Vice President at SEI Trust Company
Industry Financial Services
Experience
SEI Trust Company May 2015 - Present
Habitat for Humanity of Montgomery County, PA July 2013 - Present
SEI Private Trust Company & SEI Trust Company January 2010 - Present
SEI Investments / SEI Cares 2005 - Present
Family Guidance Center 2010 - December 2012
SEI Private Trust Company January 2009 - December 2009
SEI Investments August 2006 - January 2009
SEI (SEI Private Trust Co.) 2000 - 2008
Allfirst Bank August 1998 - January 2000
CoreStates Bank / First Union National Bank November 1996 - August 1998
Skills
Financial Services, ERISA, Vendor Management, Tax, Investments, Retirement, Pensions, 401k, Securities, Strategic Financial..., Mutual Funds, Strategic Planning, Relationship Management, Hedge Funds, Asset Management, Fixed Income, Fiduciary, Process Improvement, Investment Advisory, Project Management, Retirement Planning, Asset Allocation, Alternative Investments, Wealth Management, Series 63, Investment Management, Series 7, Portfolio Management, Investment Strategies
Education
Eastern University 2001 — 2003
BA, Organizational Business Mgt
Warwick Valley High School 1983 — 1987
Regents High School Diploma
SEI Trust Company May 2015 - Present
Habitat for Humanity of Montgomery County, PA July 2013 - Present
SEI Private Trust Company & SEI Trust Company January 2010 - Present
SEI Investments / SEI Cares 2005 - Present
Family Guidance Center 2010 - December 2012
SEI Private Trust Company January 2009 - December 2009
SEI Investments August 2006 - January 2009
SEI (SEI Private Trust Co.) 2000 - 2008
Allfirst Bank August 1998 - January 2000
CoreStates Bank / First Union National Bank November 1996 - August 1998
Skills
Financial Services, ERISA, Vendor Management, Tax, Investments, Retirement, Pensions, 401k, Securities, Strategic Financial..., Mutual Funds, Strategic Planning, Relationship Management, Hedge Funds, Asset Management, Fixed Income, Fiduciary, Process Improvement, Investment Advisory, Project Management, Retirement Planning, Asset Allocation, Alternative Investments, Wealth Management, Series 63, Investment Management, Series 7, Portfolio Management, Investment Strategies
Education
Eastern University 2001 — 2003
BA, Organizational Business Mgt
Warwick Valley High School 1983 — 1987
Regents High School Diploma
Bill Jollie's SEI Private Trust Company Experience 2000 - 2006
Job Senior Vice President Operations & Investment Management at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher July 2011 - Present
GersteinFisher February 2006 - July 2011
SEI Private Trust Company 2000 - 2006
SEI Investments 2000 - 2005
Skills
Investments, Bloomberg, Alternative Investments, Asset Management, Portfolio Management, Financial Modeling, Fixed Income, Mutual Funds, Derivatives, Hedge Funds, Wealth Management, Valuation, Series 7, Investment Advisory, Risk Management, Equities, Financial Analysis, Asset Allocation, Investment Strategies
Education
Villanova University 2001 — 2005
Master of Business Administration (M.B.A.), Finance, General
University of Scranton 1994 — 1998
Bachelor of Science (BS), Finance, General
Gerstein Fisher July 2011 - Present
GersteinFisher February 2006 - July 2011
SEI Private Trust Company 2000 - 2006
SEI Investments 2000 - 2005
Skills
Investments, Bloomberg, Alternative Investments, Asset Management, Portfolio Management, Financial Modeling, Fixed Income, Mutual Funds, Derivatives, Hedge Funds, Wealth Management, Valuation, Series 7, Investment Advisory, Risk Management, Equities, Financial Analysis, Asset Allocation, Investment Strategies
Education
Villanova University 2001 — 2005
Master of Business Administration (M.B.A.), Finance, General
University of Scranton 1994 — 1998
Bachelor of Science (BS), Finance, General
Barbara Rushing's SEI Private Trust Company Experience October 2000 - December 2009
Job Wealth Planning Consultant
Industry Financial Services
Experience
Wealth Planning and Product Management Consultant January 2013 - Present
First Niagara Financial Group January 2011 - December 2012
Rushing Planning Services January 2010 - January 2011
SEI Private Trust Company October 2000 - December 2009
SEI 2000 - 2009
MetLife Trust Company August 1998 - October 2000
American Express Trust Company June 1997 - July 1998
Rushing May 1989 - May 1997
M. Weisser, Inc January 1987 - January 1989
IDS Financial Services January 1981 - January 1987
Skills
Strategic Financial..., Investments
Education
The American College 2007 — 2008
CAP, Philanthropy
University of Wisconsin 1967 — 1968
M.A, Counseling and Behavioral Studies
Duke University 1962 — 1966
Bachelor of Arts
Duke University 1962 — 1966
B.A, Sociology
Wealth Planning and Product Management Consultant January 2013 - Present
First Niagara Financial Group January 2011 - December 2012
Rushing Planning Services January 2010 - January 2011
SEI Private Trust Company October 2000 - December 2009
SEI 2000 - 2009
MetLife Trust Company August 1998 - October 2000
American Express Trust Company June 1997 - July 1998
Rushing May 1989 - May 1997
M. Weisser, Inc January 1987 - January 1989
IDS Financial Services January 1981 - January 1987
Skills
Strategic Financial..., Investments
Education
The American College 2007 — 2008
CAP, Philanthropy
University of Wisconsin 1967 — 1968
M.A, Counseling and Behavioral Studies
Duke University 1962 — 1966
Bachelor of Arts
Duke University 1962 — 1966
B.A, Sociology
Doug Liberi's SEI Private Trust Company Experience June 2002 - May 2006
Job Vice President of Operations at YPrime
Industry Management Consulting
Experience
Y-Prime January 2012 - Present
Y Prime Technologies June 2010 - January 2012
Y Prime March 2008 - May 2010
Delaware Valley Industrial Resource Center November 2006 - January 2008
USC Consulting Group May 2006 - November 2006
SEI Private Trust Company June 2002 - May 2006
Skills
Lean Manufacturing, Process Improvement, Strategic Planning, Business Strategy, Change Management, Project Management, Manufacturing
Education
Penn State University-University Park 1997 — 2001
Strath Haven
Y-Prime January 2012 - Present
Y Prime Technologies June 2010 - January 2012
Y Prime March 2008 - May 2010
Delaware Valley Industrial Resource Center November 2006 - January 2008
USC Consulting Group May 2006 - November 2006
SEI Private Trust Company June 2002 - May 2006
Skills
Lean Manufacturing, Process Improvement, Strategic Planning, Business Strategy, Change Management, Project Management, Manufacturing
Education
Penn State University-University Park 1997 — 2001
Strath Haven
Marva Jernigan's SEI Private Trust Company Experience November 2004 - May 2007
Job Plan Account Manager I at Benefits Consultants Group (BCG)
Industry Financial Services
Experience
Benefit Consultants Group June 2015 - Present
Benefits Consultants Group (BCG) November 2012 - Present
Open Solutions January 2009 - March 2012
Sea Gull Lighting LLC September 2007 - December 2008
SEI Private Trust Company November 2004 - May 2007
Delaware Investments April 1988 - October 2004
Marva L. Jernigan April 1988 - October 2004
Delaware Investments January 1988 - January 2004
Skills
Microsoft Word, Management, Business Development, Customer Service, Financial Services, Leadership, Team Leadership, Microsoft Excel, Business Analysis, Microsoft Office, Banking, Mutual Funds, Account Reconciliation, Retirement Planning, Analysis, Sales, Training, Marketing, Financial Analysis, Process Improvement, Time Management, Outlook
Education
DeVry University 2010 — 2014
Business Management/Human Resource Management, Business Management/Compliance
Mercer County Community College 1984 — 1985
DeVry University
Mercer County Community College
Benefit Consultants Group June 2015 - Present
Benefits Consultants Group (BCG) November 2012 - Present
Open Solutions January 2009 - March 2012
Sea Gull Lighting LLC September 2007 - December 2008
SEI Private Trust Company November 2004 - May 2007
Delaware Investments April 1988 - October 2004
Marva L. Jernigan April 1988 - October 2004
Delaware Investments January 1988 - January 2004
Skills
Microsoft Word, Management, Business Development, Customer Service, Financial Services, Leadership, Team Leadership, Microsoft Excel, Business Analysis, Microsoft Office, Banking, Mutual Funds, Account Reconciliation, Retirement Planning, Analysis, Sales, Training, Marketing, Financial Analysis, Process Improvement, Time Management, Outlook
Education
DeVry University 2010 — 2014
Business Management/Human Resource Management, Business Management/Compliance
Mercer County Community College 1984 — 1985
DeVry University
Mercer County Community College
Neil McGuinness's SEI Private Trust Company Experience 2001 - Present
Job Realtor, Investor at Keller Williams RealtyAtlantic Partners
Industry Investment Management
Experience
Keller Williams Realty-Atlantic Partners November 2012 - Present
SEI Private Trust Company 2001 - Present
Murphy Business & Financial Services/First Coast October 2008 - October 2012
Prudential Investments 1996 - 1999
Skills
Venture Capital, Private Equity, Investments, Mergers, Asset Management, Business Brokerage, Marketing, General Management, Investment Product..., Real Estate, Mergers & Acquisitions, Small Business, Asset Managment, Start-ups, Wealth Management, Valuation, Business Development, Investment Properties, Investors, Selling, Estate Planning, Financial Services, Property, Funding
Education
University of Florida
BA, Applied Mathematics
Wharton School, University of Pennsylvania
MBA, Finance, General
Keller Williams Realty-Atlantic Partners November 2012 - Present
SEI Private Trust Company 2001 - Present
Murphy Business & Financial Services/First Coast October 2008 - October 2012
Prudential Investments 1996 - 1999
Skills
Venture Capital, Private Equity, Investments, Mergers, Asset Management, Business Brokerage, Marketing, General Management, Investment Product..., Real Estate, Mergers & Acquisitions, Small Business, Asset Managment, Start-ups, Wealth Management, Valuation, Business Development, Investment Properties, Investors, Selling, Estate Planning, Financial Services, Property, Funding
Education
University of Florida
BA, Applied Mathematics
Wharton School, University of Pennsylvania
MBA, Finance, General
Sherri Cobb's SEI Private Trust Company Experience October 2002 - Present
Job Compliance Officer at SEI Private Trust Company
Industry Financial Services
Experience
SEI Private Trust Company October 2002 - Present
Investors Trust Company, a division of National Penn Bancshares September 2000 - October 2002
Fulton Financial Advisors, a division of Fulton Financial Corporation April 1995 - September 2000
Crestar Bank August 1994 - April 1995
Crestar Bank June 1990 - June 1994
Williams Mullen April 1988 - June 1990
Skills
Investments, Financial Services, Securities, ERISA
Education
Duquesne University
General Business, Magna Cum Laude
University of Richmond
Paralegal
SEI Private Trust Company October 2002 - Present
Investors Trust Company, a division of National Penn Bancshares September 2000 - October 2002
Fulton Financial Advisors, a division of Fulton Financial Corporation April 1995 - September 2000
Crestar Bank August 1994 - April 1995
Crestar Bank June 1990 - June 1994
Williams Mullen April 1988 - June 1990
Skills
Investments, Financial Services, Securities, ERISA
Education
Duquesne University
General Business, Magna Cum Laude
University of Richmond
Paralegal
Michelle Hendricks's SEI Private Trust Company Experience
Job Manager, Tax Reporting at SEI Private Trust Company
Industry Financial Services
Experience
SEI Private Trust Company
Skills
Banking, Financial Services
Education
East Stroudsburg University of Pennsylvania 1988 — 1992
BA, Economics
SEI Private Trust Company
Skills
Banking, Financial Services
Education
East Stroudsburg University of Pennsylvania 1988 — 1992
BA, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY