SEI Corporation
Industry: Financial services company
DescriptionSEI Investments Company, formerly Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". Headquarters: Oaks, PA CEO: Alfred P. West, Jr. (1968–) Founder: Alfred P. West, Jr. Subsidiaries: SEI Investments Inc, LSV ASSET MANAGEMENT,
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SEI Corporation Employees
Scottrade, Inc. January 2013 - Present
Verizon Communications, Inc. October 2007 - November 2012
Electronic Data Systems Corp. 2000 - October 2007
MCI WorldCom, Inc. November 1997 - 2000
Ajilon Services, Inc. May 1996 - November 1997
SEI Corporation 1993 - May 1996
SEI Corporation 1990 - 1993
Policy Management Systems 1986 - 1990
Skills
Automation, Business, Customer Service, Database Design, DB2, Microsoft Excel, Java, Java Enterprise Edition, Leadership, Microsoft Office, Microsoft Word, Organization, PowerPoint, Problem Solving, SDLC, User Interface Design, User Interface, Visual Basic, Windows, Web Development, Web Applications, XML, PowerBuilder, C++, C#, Aspect Portal and..., Avaya Agent API, Computer Telephony..., Object Oriented..., Call Center Application..., Aspect Telephony, Avaya/Mosaix Telephony, Development using COM..., PVCS, SQL, COBOL, Win CVS, Oracle WebLogic, SQL Developer, InterForm (Interactive..., Telecommunications, Databases, Business Analysis, Software Development, Troubleshooting, Requirements Analysis, Oracle SQL Developer
Education
Colorado State University 1979 — 1983
Bachelor of Science (BS), Business Administration/Computer Information Systems
Boston Trust & Investment Management Company December 2008 - Present
LNTyee July 2004 - February 2008
Laird Norton Tyee 2004 - 2008
Kenneth S. Pickering Consultant, Inc October 1996 - June 2004
SEI Investments January 1989 - October 1996
SEI Corporation 1989 - 1996
Washington Mutual May 1984 - September 1988
Skills
Investments, Mergers, Portfolio Management, Outsourcing
Education
Oregon State University 1970 — 1973
Lakeview Capital Partners August 2013 - Present
We Are One Designs April 2009 - April 2013
Colony Capital Management 1998 - 2001
Watson Wyatt Worldwide 1996 - 1998
Resource Advisory (now Aon Corp.) 1994 - 1996
SEI Corporation 1993 - 1994
Education
Emory University - Goizueta Business School 1998 — 2000
MBA, Finance, Graduated Beta Gamma Sigma
University of Michigan 1989 — 1993
BA, Economics
Cambridge Adult Education Center March 2015 - Present
Self Employed Telecommunications Consultant October 2014 - Present
Alcatel-Lucent 1998 - October 2014
Alcatel-Lucent 2000 - 2004
Ascend Communications Inc 1998 - 2000
Bull-HN Inc 1992 - 1998
Bolt Berenak & Newman Communications Inc 1985 - 1992
BBN, Inc. 1984 - 1992
SEI Corporation 1984 - 1985
Atex Systems Inc 1982 - 1984
Skills
Unix, Routers, Pre-sales, Integration, Testing, Software Development, Telecommunications, SNMP, TCP/IP, Databases, IP, Wireless, Switches, LTE, Ethernet
Education
Harvard University 1999 — 2008
Extension school student
Lesley University 1990 — 1992
Masters in Business Management Applications
La Trobe University 1978 — 1980
Bachelor Computer Science
The Australian National University 1974 — 1975
Vacation Scholarship
La Trobe University 1971 — 1975
Bachelor In Science
Macleod High School
SailPoint Technologies May 2007 - Present
Convio, Inc. June 2004 - September 2006
Kinzan, Inc. February 1999 - February 2004
iXL, Inc. February 1998 - February 1999
AT Kearney May 1997 - February 1998
Ernst & Young LLP June 1996 - August 1996
SEI Corporation October 1993 - July 1995
US Air Force October 1989 - October 1993
Education
McCombs School of Business - University of Texas at Austin 1995 — 1997
MBA, Entrepreneurship, Marketing
University of Virginia 1985 — 1989
BS, Systems Engineering
West Springfield High School 1983 — 1985
High school diploma
FMC Technologies April 2012 - Present
SEI Corporation June 2007 - April 2012
Education
Southern Methodist University - Cox School of Business 2000 — 2004
Bachelor of Business Administration (BBA)
Amdocs July 2010 - Present
Pinnacle Consultant @ Verizon June 2007 - Present
DG 2010 - 2011
AMDOCS April 2005 - June 2007
VarTec Telecom June 2000 - October 2004
VarTec Telecom 2000 - 2004
. American Telephone & Telegraph (AT&T) March 1994 - June 2000
SEI Corporation 1990 - 1994
Skills
Analysis, Management, Project Planning, SDLC, Strategy, Databases, Cross-functional Team..., Release Management, Testing, User Acceptance Testing, Vendor Management
Education
Dallas County Community College 1978 — 1980
Computer Science
University of North Texas
Computer Science
Wells Fargo Advisors January 2013 - Present
Wells Fargo June 2010 - January 2013
M&I Bank January 2010 - June 2010
JPMorgan December 1993 - December 2009
SEI Corporation February 1992 - December 1993
Strong Funds September 1985 - 1990
Skills
Investments, Financial Services, Retirement Planning, Estate Investment..., Strategic Planning, Marketing Strategy, Sales Management, Business Coaching, Sales Management...
Education
Marquette University 1988 — 1990
MBA, Marketing
Marquette University 1982 — 1986
BA, Economics & Political Science
Janesville Craig High School 1979 — 1982
Granahan Investment Management August 2014 - Present
Standard Life Investments November 2012 - August 2014
Baring Asset Management 2006 - 2011
Chartwell Investment Partners 2001 - 2005
Equinox Capitol Management 1998 - 2001
Templeton Investment Counsel 1994 - 1998
SEI Corporation 1990 - 1994
Skills
Institutional, EAFE Strategies, Emerging Markets, Consultant Relations, Product Rationalization, Equities, Asset Allocation, Alternative Investments, Business Development, Strategy, Investment Advisory, Investments, Institutional..., Finance, Asset Management, Hedge Funds
Education
University of Pennsylvania 2004 — 2014
Master of Science, Organizational Dynamics
Fordham University 1986 — 1990
Bachelor of Science, Finance
devon prep 1982 — 1986
Diploma
Aon Risk Services February 2015 - Present
Mary Kay Cosmetics January 2002 - Present
Marsh USA, Inc September 2007 - February 2015
Diamond Waste Industries January 2001 - January 2005
Aon Risk Services January 1998 - January 2002
Meridian Technology Corporation January 1997 - January 1999
SEi Corporation January 1995 - January 1996
Skills
Property & Casualty..., Insurance, Analysis, Claim, Claims Management, Customer Service, Sales
Education
American Institute for CPCU (AICPCU) and Insurance 2010 — 2012
ARM, AINS
Murray State University 1991 — 1995
Bachelor of Science, Professional Communication/Technical Writing
Knowledgent Group April 2012 - Present
SunGard Global Services October 2009 - August 2011
State Street Corporation July 2007 - December 2008
Investors Bank & Trust April 2001 - July 2007
SEI Corporation 2000 - 2001
Broadway & Seymour, Inc. 1994 - 1996
Independent Consulting Engagements 1993 - 1994
Multibank Financial Corporation 1988 - 1993
SEI Corporation 1986 - 1988
Fidelity Bank, NA 1980 - 1985
Skills
Project management, Business Analysis, Business Strategy, Cost Reduction, Managerial Experience, Process Improvement, Sales Support, Software Implementation, Data Conversion, Reconciliations, Trust Accounting, Global Custody, SWIFT, Euroclear, Securities Processing, Integration, Process Consulting, Securities, Project Management, SDLC, Financial Services, Management Consulting, Analysis, Banking, Leadership, Outsourcing, Business Requirements, Business Process..., Management
Education
Duquesne University
Bachelors
University of Exeter, England
Intensive foreign study program
Williams College/New England School of Banking
Trust & Fiduciary Program
FLSmidth April 2012 - Present
SEI Corporation October 2010 - April 2012
Office Depot June 2009 - August 2009
Skills
Access, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Word, Outlook, Process Improvement, Customer Service, Project Management, Time Management, Team Leadership, Teamwork, Primavera P6, Microsoft Office..., MS Office Suite, Oracle Applications, SharePoint, Business Objects, Financial Analysis, Research, Public Speaking, Windows, English
Education
Moravian College 2006 — 2010
Bachelor of Arts, Economics, Business Management Minor
University of Wollongong 2008 — 2008
5 Star Women May 2013 - Present
Brumbaugh Wealth Management an Office of MetLife May 2011 - October 2012
Morgan Stanley Smith Barney August 2010 - May 2011
SEI Corporation January 1998 - October 2003
SEI Asset Korea September 1999 - August 2000
SEI Corporation June 1994 - December 1997
U.S. Navy April 1988 - May 1994
US Navy 1981 - 1988
Skills
Global Strategy, International Joint..., International Business..., Change Management, Nonprofits, Fundraising, Program Management, Start-ups, Strategic Partnerships, Relationship Management, Business Development, Entrepreneurship, Strategic Planning, Team Building, Non-profit Leadership, Foundations, Veterans, Social Innovation, Philanthropy, Wealth Management, Financial Advisory, Investments, Financial Services, Mutual Funds
Education
Indiana University-Purdue University at Indianapolis 2015 — 2018
Post Graduate Certificate, Philanthropy
Florida Institute of Technology 1991 — 1994
MBA, Business
National University 1982 — 1986
BBA, Business
Sentinel Investments September 2007 - June 2012
Ryan Beck & Co. August 2003 - September 2007
GE Asset management June 2001 - July 2003
Morgan Stanley Dean Witter Advisors December 1996 - June 2001
Oppenheimer Capital November 1990 - December 1996
SEI Corporation August 1989 - November 1990
Sumitomo Bank of New York Trust Company March 1988 - August 1989
Skills
Financial Services, Consultative Sales..., Investment Sales, Relationship Management, Investments, Investment Strategies, Investment Research, Due Diligence, Competitive Analysis, Sales Presentation..., Peer Mentoring, Institutional Sales, Institutional..., New Business Development, Portfolio Management, Asset Allocation, Asset Management, Mutual Funds, Separately Managed..., Equities, Fixed Income, ETFs, Strategy, Finance, Securities, FINRA, 401k, Series 6, Series 7, Series 63, Series 65, Six Sigma, Certified Green Belt, Certified Investment..., Morningstar Direct, Bloomberg
Education
The University of Connecticut 1983 — 1987
BA, Economics
Staples High School 1981 — 1983
dba Daron Jacobs November 2010 - Present
Oracle Corporation October 1992 - March 2010
Logica North America April 1991 - October 1992
Softbridge Microsystems January 1987 - April 1991
SEI Corporation November 1985 - December 1986
New England Life Insurance Company March 1982 - November 1985
Skills
Databases, XML, Ruby on Rails, Software Development, Java, jQuery, SQL, JavaScript, MySQL, AJAX
Education
Berklee College of Music
Post graduate studies, Jazz composition and arranging
Data Institute - Computer Programming
Computer programming
University of Massachusetts Lowell
Bachelor of Arts, Music Education
Towers Watson June 2011 - Present
Crossings Animal Sanctuary (501C Non-profit) January 2011 - March 2011
The McGraw Hill Companies October 2001 - June 2009
Foamex International January 1985 - September 2001
SEI CORPORATION January 1983 - January 1985
Rider University 1980 - 1985
Education
Widener University 1990 — 1992
Certificate, Accounting
Bucks County Community College 1974 — 1976
Associate of Arts (A.A.), Elementary Education and Teaching
The College of New Jersey 1974 — 1976
Bachelors, Early Childhood Education
StudyPoint September 2007 - Present
St. Joseph HighSchool September 2007 - August 2013
Audubon High School March 2007 - June 2007
CommNet International February 2000 - January 2007
Comcast Commercial Online 1999 - 2000
Advanced Systems Consulting 1997 - 1999
SEI Corporation 1994 - 1997
Education
University of Phoenix 2005 — 2007
MA, Secondary Math Education
Bucknell University 1990 — 1994
BA, Computer Science
Manalapan High School 1986 — 1990
High School
Yanesko, LLC April 2011 - Present
Self Employed Information Technology and Services June 1996 - Present
Reliance Insurance Company June 1994 - June 1996
SEI Corporation May 1991 - June 1994
Skills
Information Technology, Software Development, Software Architectural..., Software Project..., Software Quality..., Programming, Product Development, Database-driven Web..., Continuous Improvement, Process Improvement, Software Documentation, Business Analysis, Business Development, Integration, Microsoft Excel, Training, Microsoft Certified..., Virtualization, Web Services, Multithreading, SharePoint, VB.NET, C#, C++, Objective-C, CSS, HTML, HTML5, XML, XAML, LINQ, Visual Basic, PLC Allen Bradley, PLC Siemens, SQL Server Management..., SQLite, Oracle, Android, Visual Studio, Pinnacle Studio, Google Analytics, Unix, Microsoft SQL Server
Education
Temple University - Fox School of Business and Management
Master of Business Administration (M.B.A.), Finance, General
Temple University 1988 — 1991
Bachelor’s Degree, Business Administration/Accounting
R.X. Shaughnessy & Company April 2012 - Present
Shaughnessy & Nalepka Associates February 1996 - Present
SEI Corporation 1992 - 1996
Unisys 1978 - 1992
US Navy 1973 - 1977
Skills
Management, Lifesciences, CRO, Recruiting, Pharmaceutical Industry, Clinical Trials, Clinical Development, Biotechnology, CTMS, Oncology, Sop, Clinical Research, Regulatory Affairs, Technology Transfer, Cardiology, Data Management, Regulatory Submissions, GCP, Diabetes, FDA, Dermatology, Biopharmaceuticals, Medical Devices, Pharmaceutics, Cross-functional Team..., Regulatory Requirements, Neurology
Education
Bentley University 1969 — 1973
B.S., Accounting and Finance
WealthTech Alliance January 2012 - Present
The City of Wilmington, DE January 2014 - June 2014
Glenmede Investment & Wealth Mangement 1994 - 2011
SEI Corporation May 1983 - April 1994
Skills
Strategic Planning, IT Strategy, Governance, IT Management, Team Building, Coaching Staff, Budgeting, Contract Negotiation, Vendor Management, Project Portfolio..., Compliance, FFIEC, OCC, GLBA, SEC, IT Risk Management, Risk Assessment, Security Policy, Security, Business Continuity, Change Management, Enterprise Architecture, Business Process..., Integration, Wealth Management, Investments, Public Speaking, Application Architecture, Solution Design, Website Development, KPI implementation, Customer Relations, Outsourcing, Intranet Strategy, Web 2.0, SharePoint, CRM, Unified Communications, Web Application Design, Enterprise Content..., Document Management, Banking, Trading Systems, Conflict Resolution, Budgets, Management, Customer Service, Financial Services, Leadership, ITIL
Education
Harvard Business School
Post MBA Certificate, Information Systems, Cambridge, MA
Gartner Group
CIO Academy, Information Systems Certificate, Boston, MA
Saint Joseph's University
MBA, Finance, Philadelphia, PA
Villanova University
BS, Commerce and Finance, Villanova, PA
PNC Bank, National Association July 1995 - Present
SEI Corporation May 1993 - June 1995
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Credit, Loans, Financial Analysis, Financial Modeling, Financial Accounting, Risk Management, Financial Risk, Credit Risk, Portfolio Management, Middle Market, Corporate Finance, Large Corporate Lending, Banking, Treasury Management, Accounting, Finance, Structured Finance, Leveraged Finance, Leveraged Lending, Project Management
Education
Drexel University - LeBow College of Business 1990 — 1995
Holy Ghost Preparatory High School 1986 — 1990
Frozen Knoll Consulting LLC September 2013 - Present
Fannie Mae May 2012 - August 2013
Fannie Mae April 2008 - April 2012
Fannie Mae April 2001 - May 2007
Fannie Mae November 1993 - March 2001
Independent March 1992 - February 1993
TSSG/American Express December 1990 - March 1992
SEI Corporation December 1988 - June 1990
Fidelity Investments February 1987 - December 1988
Bancware, Inc. September 1986 - February 1987
Skills
SDLC, SOA, Unix, Agile Methodologies, Enterprise Architecture, Program Management, Requirements Analysis, Weblogic, Data Warehousing, Software Project..., Sybase, ClearQuest, Ab Initio, Business Process, ETL, Requirements Gathering, Software Development, Data Modeling
Education
Tufts University 1976 — 1980
Bachelor of Science (BS), Computational Mathematics and Economics
AmerisourceBergen May 2012 - Present
RCB Consulting September 2011 - Present
Managed Services April 2001 - August 2011
Siemens Medical Solutions January 2001 - August 2011
Fannie Mae January 1997 - January 2000
Fannie Mae January 1996 - January 1997
SEI CORPORATION January 1993 - January 1995
Skills
Forecasting, Finance, Financial Reporting, Financial Modeling, Analysis, Budgets, Management, Variance Analysis, Account Reconciliation, Business Development, General Ledger, Credit, Internal Audit, Microsoft Office, PeopleSoft, Invoicing, Financial Statements, Leadership, Sarbanes-Oxley Act
Education
The George Washington University 1995 — 1997
MBA, Finance and Investments
Penn State University 1988 — 1992
Bachelor of Science (BS), Labor and Industrial Relations
The Hill School 1984 — 1988
SunGard Loanet September 2008 - October 2011
SunGard Phase3 December 2000 - June 2008
BankBoston, now Bank of America June 1997 - October 2000
BayBank Systems Inc, now Bank of America August 1991 - June 1997
BayBank Systems Inc, now Bank of America December 1984 - August 1991
SEI Corporation October 1983 - December 1984
BayBank Data Services, now Bank of America August 1979 - October 1983
Skills
COBOL, SQL, Program Management, Troubleshooting, Networking, Technical Support, Project Planning, SDLC, Requirements Analysis, Software Project..., Software Development, Integration, Requirements Gathering, Product Development, Business Analysis
Education
Tufts University 1974 — 1979
Bachelor of Science, Applied Math/Computer Science
Northeastern University 1984 — 1988
Certificate, Telecommunications
Boston Trust & Investment Management Company January 2013 - Present
Boston Trust & Investment Management Company January 1998 - January 2013
SEI Corporation 1994 - 1997
IBM 1981 - 1994
Skills
Investments, Asset Management, Portfolio Management, Mutual Funds, Financial Analysis, Valuation, Asset Allocation, Strategic Planning, Risk Management, Business Strategy
Education
Harvard University 1978 — 1980
MTS, Theology
Colgate University 1974 — 1978
BA, English
SunGard Omni June 2006 - Present
United States Army Reserve August 1993 - November 2008
SunGard May 2004 - June 2006
CIGNA Healthcare July 2003 - May 2004
CIGNA International April 1999 - July 2003
CIGNA Retirements and Investment Services March 1997 - April 1999
KPMG Peat Marwick January 1996 - March 1997
SEI Corporation June 1993 - December 1995
US Army May 1984 - June 1993
Skills
Business Requirements, SDLC, Requirements Analysis, Management, Business Analysis, Requirements Gathering, Leadership, Software Project...
Education
Boston University 1987 — 1989
MSBA, Business Administration
United States Military Academy at West Point 1980 — 1984
BS, Electrical Engineering
Ozark Exploration, Inc. January 2006 - Present
Joint Resources Company May 2003 - December 2005
SEI Corporation May 1986 - December 1998
Education
Kilgore College 1963 — 1964
Independence Home Care March 2014 - Present
Battenkill Capital Management, Inc. April 2011 - February 2013
Datek Online February 2000 - October 2001
Dreyfus Service Corporation January 1997 - April 2000
Harris Bank January 1995 - March 1997
LaSalle National Trust January 1994 - January 1995
SEI Corporation June 1990 - August 1994
Skills
Marketing Communications, Product Marketing, Marketing, Sales Management, Project Management, Digital Marketing, Marketing Strategy, Lead Generation, Event Planning, Financial Services, Strategic Communications, New Business Development, Strategic Planning
Education
Northeastern University
BS, Communications Marketing
Marriott International January 2013 - Present
Marriott International May 2011 - January 2013
CG Alliance, Inc. May 2009 - May 2011
RJ Crowley 2005 - 2009
SEI Corporation May 2006 - August 2006
Skills
Customer Service, Event Management, Event Planning, Hospitality, Microsoft Office, PowerPoint, Time Management
Education
High Point University 2005 — 2009
BA, Business, Interior Design
Our Lady of Good Counsel
Navman Wireless USA September 2009 - January 2015
Corpak Medsystems, Inc June 2004 - June 2009
World's Finest Chocolate, Inc September 1998 - June 2004
Trans Union June 1996 - September 1998
Trans Union Corp June 1995 - June 1996
SEI Corporation April 1994 - June 1995
Skills
Financial Statements, Account Reconciliation, Accounting, Accounts Payable, General Ledger, Auditing, Journal Entries, Accounts Receivable, Payroll, Finance, Month End Close
Education
DePaul University 1990 — 1995
Bachelor of Science, Accountancy
DePaul University 1990 — 1995
Bachelor of Applied Science (B.A.Sc.), Accounting
The Feinman Group LLC March 2013 - Present
Managers Investment Group, LLC January 2005 - May 2005
Rorer Asset Management 1998 - 2005
Miller, Anderson & Sherrerd, LLP June 1995 - January 1998
SEI Corporation October 1992 - June 1995
Skills
Asset Managment, Investments, Relationship Management, Risk Management, Hedge Funds, Investment Management, 401k, Insurance, Fixed Income, Equities, Investment Strategies, Strategic Planning, Asset Allocation, Finance, Private Equity, Trading, Mutual Funds, Investor Relations, Asset Management, Strategic Financial..., Series 65, Portfolio Management, Process Improvement, Securities, Separately Managed..., Series 63, Wealth Management, Microsoft Excel, Due Diligence, Project Management, Institutional, Bloomberg, Investment Advisory, Business Analysis, Series 6, Financial Reporting, Financial Services, Financial Analysis, Client Services, Fund Of Funds
Education
Villanova University, MBA 1994 — 1997
MBA
The Catholic University of America 1987 — 1991
Bachelor of Arts, Finance
Mater Dei Catholic School July 2012 - Present
St. Stanislaus Elementary School August 2010 - November 2012
ST. JOHN BOSCO SCHOOL September 1999 - August 2010
Keystone Computer Associates July 1984 - July 1989
Intelligent Electronics June 1983 - July 1984
SEI CORPORATION September 1980 - June 1983
St. Cecilia School January 1977 - January 1980
Skills
Microsoft Office, Software Documentation, Public Speaking, Microsoft Word, Teaching, Grant Writing, Staff Development, Classroom, Curriculum Development, Nonprofits, Instructional Technology, Curriculum Design, Community Outreach
Education
Drexel University
Computer-Data Processing I and II
Immaculata College
AB, Psychology; Early Childhood Education
Pennsylvania Department of Education
Act 48 Compliance
Temple University
Early Childhood Master's Program