SEI Investments, Inc
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SEI Investments, Inc Employees
Glenmede March 2014 - Present
SEI Investments, Inc May 2010 - March 2014
SEI Investments, Inc August 2005 - May 2010
SEI Investments, Inc February 2004 - July 2005
PFPC, Inc June 2002 - February 2004
PFPC, Inc June 2000 - June 2002
Skills
Hedge Fund Accounting &..., Accounting, Auditing, Due Diligence, Financial Statements, Fund Accounting, Hedge Funds, Investments, Mutual Funds, Alternative Investments, Hedge Accounting
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2003
M.B.A., Finance
Johnson & Wales University 1996 — 2000
B.S., Accounting
Transcelerate Biopharma Inc. January 2014 - September 2014
Accenture April 2012 - December 2013
UniTek Global Services December 2008 - April 2012
SEI Investments, Inc September 2006 - November 2008
Skills
Financial Analysis, Financial Reporting, Budgets, Accounting, Forecasting, Management, Leadership, Finance, Analysis, Human Resources, Accounts Payable, Payroll, Accounts Receivable, Strategic Financial..., Training, Financial Planning, Variance Analysis, Microsoft Excel, Strategy, Process Improvement, Microsoft Office, Team Building, Customer Service, Project Management, Vendor Management, Budgeting, Account Reconciliation, Business Analysis, Financial Modeling, Public Speaking, Coaching, SharePoint, Contract Negotiation, Program Management, PowerPoint, Operations Management, Team Leadership, Negotiation, Databases, Consulting, Cross-functional Team..., Analytics, Microsoft Word, Executive Management, Management Consulting, Strategic Planning, Business Process..., Sales, Internal Audit, Risk Management
Education
Penn State University
Bachelor of Science, Business and Accounting, 3.8
Christ For the Nations Institute
Associate's degree, Bible/Biblical Studies, 3.8
SEI Investments Inc April 2013 - Present
SEI Investments April 2013 - December 2014
SEI Investments August 2012 - December 2014
SEI Investments January 2009 - August 2012
SEI Investments December 2006 - January 2009
SEI Private Trust Company & SEI Trust Company 2005 - 2009
SEI December 1999 - September 2005
Stratton Management Company 1997 - 1999
Skills
Project Management, Mutual Funds, Portfolio Management, Asset Managment, Financial Services, Series 7, Asset Allocation, Investments, Business Analysis, Wealth Management, Fixed Income, Relationship Management, Bloomberg, Process Improvement, Hedge Funds, Vendor Management, Requirements Gathering, Investment Management, Requirements Analysis, Alternative Investments, Banking, Asset Management, Integration, Analysis, Securities, Software Documentation, Quality Assurance, Equities, Trading, Management, Risk Management
Education
Springhouse Education 2012 — 2012
Project Management
Penn State University 1982 — 1986
B.S., Finance and Economics, business
SunTrust March 2014 - Present
H&R Block December 2014 - April 2015
H&R Block December 2013 - April 2015
SEI Investments Inc January 2008 - October 2008
Penn State University January 2006 - May 2008
Penn State University August 2005 - January 2008
UGI Utilities, Inc. May 2007 - August 2007
Dun & Bradstreet June 2003 - August 2005
Skills
Customer Satisfaction, Team Building, Finance, Marketing, Event Planning, Business Development, Strategic Planning, Account Management, Sales, Sales Management, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Marketing Strategy, Social Media, Negotiation, Retail, Public Speaking, Access, Marketing Communications, Inventory Management, Automotive, Customer Retention, Profit, Invoicing, Market Planning, Analysis, CRM, Social Media Marketing, Email Marketing, Advertising, Contract Negotiation, Team Leadership, Sales Process, Editing, Medical Terminology, Cpr Certified, Human anatomy and..., Cold Calling, Pricing, basic life support, Information Systems..., Accounts Receivable, Accounting, C++, Financial Analysis, Budgeting
Education
Pennsylvania State University-Penn State Berks 2004 — 2008
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, 3.21 cumulative 3.76 in major
Siemens Healthcare February 2012 - Present
SEI Investments, Inc June 2005 - February 2012
Orrstown Bank April 2004 - April 2005
Education
Saint Joseph's University 2007 — 2010
MBA, Finance
Shippensburg University of Pennsylvania 2001 — 2005
BSBA, Business Administration
PVH, INC July 2004 - Present
BAUER COMFORT LLC May 2003 - July 2004
AVENTIS BEHRING LLC December 2001 - April 2003
VSPAN, INC September 2000 - October 2001
SEI INVESTMENTS, INC December 1999 - September 2000
QVC, Inc May 1999 - December 1999
GMACCM August 1998 - May 1999
BULL INFORMATION SYSTEMS, INC. September 1997 - August 1998
CIGNA Corporation April 1996 - September 1997
Education
Drexel University 1993 — 1997
State University 'Lviv Polytechnics' 1990 — 1992
HVAC
home November 2009 - Present
Troubleshooters, Inc January 1998 - Present
Comcast January 2006 - October 2007
SEI Investments, Inc October 1993 - March 2004
Unisys 1991 - 1993
Engineered Arresting Systems June 1986 - July 1991
Skills
Accounting, Microsoft Excel, Account Reconciliation, Financial Reporting, Financial Analysis, Forecasting, Customer Service, Budgets, Tax, Outlook, Strategic Planning, Accounts Receivable, Process Improvement, Microsoft Office, Accounts Payable, Auditing, General Ledger, Microsoft Word, Financial Statements, Accruals, Internal Controls, Bank Reconciliation, Sarbanes-Oxley Act, Financial Accounting, Analysis, Payroll, Business Analysis, Insurance, Risk Management
Education
Penn State University 1977 — 1979
Media High School 1950 — 1964
Cox Communications August 2011 - Present
Manheim June 2010 - August 2011
Cox Communications, Inc December 2008 - May 2010
Cox Communications, Inc March 2007 - December 2008
Cox Communications, Inc October 2006 - March 2007
Canon Financial Services September 2005 - June 2006
SAP Software, Inc September 2003 - September 2005
SAP Software, Inc April 2001 - September 2003
SEI Investments, Inc September 2000 - April 2001
Margaret V. Kent September 1997 - February 2000
Skills
General Ledger, Process Improvement, Payroll, Account Reconciliation, Accounting
Education
Rutgers University-New Brunswick 1988 — 1992
B.S., Business and Environmental Economics Degree
Hammonton High School
Rutgers University
B.S, Business and Environmental Economics
St. Joseph's University
stephano slack August 2012 - Present
Heffler, Radetich & Saitta LLP March 2012 - August 2012
SEI Investments Inc. May 2011 - March 2012
J. Craig Venter Institute June 2010 - August 2010
E Ten Broeck LLP July 2009 - October 2009
Glorious Care LLP May 2008 - July 2009
Education
Philadelphia University 2006 — 2011
Bachelor of Science, Finance and Accounting
PNC Capital Advisors, LLC January 2015 - Present
UBS Global Asset Management June 2010 - January 2015
Northern Trust Asset Management September 2005 - June 2010
SEI Investments, Inc January 2000 - August 2005
Skills
Mutual Funds, Liquid Alternatives,..., Strategic Marketing, Management, Business Strategy, New Business Development, Asset Allocation, Sales Presentations, Writing, Active Equity, Quantitative Management, Indexing, ETFs, Tactical Asset..., Risk Management, Risk Analytics, Financial Modeling, Fixed Income, RIA, Wealth Management, Institutional, Relationship Management, Hedge Funds, Portfolio Management, Equities, Liquid Alternatives, Smart Beta
Education
Arizona State University 1994 — 1996
Bachelor of Science (B.S.), Finance, 3.5