SEI Company
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. Founded: 1968 Subsidiaries: SEI Investments Inc, LSV ASSET MANAGEMENT,
SEI List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SEI. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,206 SEI employees in database. Find out everything there's to know about SEI employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
SEI Employees
Employee
Years
Job
Industry
Jessica Bemis Jessica Bemis's SEI Experience June 2014 - Present
Job Project Manager
Industry Financial Services
Experience
SEI June 2014 - Present
Hope For Young Widows August 2013 - July 2014
Solstice Consulting Group, LLC August 2013 - June 2014
SEI Investments March 2013 - March 2014
Vanguard Group January 2006 - February 2007
The Vanguard Group January 2000 - January 2006
RPA Associates September 1998 - March 2000
Right Management Consultants February 1997 - September 1998
Dale E. Anstine, PC September 1995 - February 1997
Skills
Process Improvement, Business Analysis, Project Management, Leadership, Analysis, Marketing, Integration, Budgets, Testing, Management Consulting, Customer Service, Negotiation, Microsoft SQL Server, Newsletters, Program Management, Microsoft Office, Microsoft Excel, Training, Management, Project Planning, Social Media, Vendor Management, Product Management, Strategy, Email Marketing, Change Management
Education
Alvernia College
Bachelor of Science (B.S.), Computer Information Systems
Penn State University
Associates Degree, Liberal Arts
Penn State University
Paralegal, Paralegal Certificate
SEI June 2014 - Present
Hope For Young Widows August 2013 - July 2014
Solstice Consulting Group, LLC August 2013 - June 2014
SEI Investments March 2013 - March 2014
Vanguard Group January 2006 - February 2007
The Vanguard Group January 2000 - January 2006
RPA Associates September 1998 - March 2000
Right Management Consultants February 1997 - September 1998
Dale E. Anstine, PC September 1995 - February 1997
Skills
Process Improvement, Business Analysis, Project Management, Leadership, Analysis, Marketing, Integration, Budgets, Testing, Management Consulting, Customer Service, Negotiation, Microsoft SQL Server, Newsletters, Program Management, Microsoft Office, Microsoft Excel, Training, Management, Project Planning, Social Media, Vendor Management, Product Management, Strategy, Email Marketing, Change Management
Education
Alvernia College
Bachelor of Science (B.S.), Computer Information Systems
Penn State University
Associates Degree, Liberal Arts
Penn State University
Paralegal, Paralegal Certificate
Geralynn Johnson Geralynn Johnson's SEI Experience June 2012 - Present
Job Customer Service at SEI
Industry Information Services
Experience
SEI June 2012 - Present
Centegra Health System November 2012 - August 2013
HSBC October 2008 - July 2010
Jewel Osco January 2003 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Negotiation
Education
Aurora University 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General, Senior
Triton College 2005 — 2009
Associate's degree, Mass Communication/Media Studies
Holy Trinity 2001 — 2005
High School
SEI June 2012 - Present
Centegra Health System November 2012 - August 2013
HSBC October 2008 - July 2010
Jewel Osco January 2003 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Negotiation
Education
Aurora University 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General, Senior
Triton College 2005 — 2009
Associate's degree, Mass Communication/Media Studies
Holy Trinity 2001 — 2005
High School
TULAY BAN TULAY BAN's SEI Experience November 2007 - April 2008
Job Marketing Communications Campaign Specialist
Industry Semiconductors
Experience
Cascade Microtech April 2015 - Present
Regence BlueCross BlueShield of Oregon April 2014 - March 2015
Expand YOUR Brand Consulting May 2013 - January 2014
Johnstone Supply September 2011 - April 2012
Expand Your Brand Consulting March 2011 - September 2011
Mindful Insights LLC August 2010 - November 2010
Intel Corporation March 2008 - August 2010
SEI November 2007 - April 2008
John R. Jurgens & Associates Inc. March 2007 - November 2007
Skills
Marketing, Market Research, Marketing Strategy, Strategy, Competitive Analysis, Advertising, Branding & Identity, Brand Development, Project Management, Social Media Marketing, Product Development, Market Planning, Social Media, Strategic Planning, Marketing Research, Project Planning, Business Strategy
Education
University of Portland 2008 — 2009
Master of Business Administration (M.B.A.), Marketing Management and Entrepreneurship
Portland State University 2003 — 2007
BA, Architecture
Trakya Üniversitesi 1996 — 2001
BA, English
Cascade Microtech April 2015 - Present
Regence BlueCross BlueShield of Oregon April 2014 - March 2015
Expand YOUR Brand Consulting May 2013 - January 2014
Johnstone Supply September 2011 - April 2012
Expand Your Brand Consulting March 2011 - September 2011
Mindful Insights LLC August 2010 - November 2010
Intel Corporation March 2008 - August 2010
SEI November 2007 - April 2008
John R. Jurgens & Associates Inc. March 2007 - November 2007
Skills
Marketing, Market Research, Marketing Strategy, Strategy, Competitive Analysis, Advertising, Branding & Identity, Brand Development, Project Management, Social Media Marketing, Product Development, Market Planning, Social Media, Strategic Planning, Marketing Research, Project Planning, Business Strategy
Education
University of Portland 2008 — 2009
Master of Business Administration (M.B.A.), Marketing Management and Entrepreneurship
Portland State University 2003 — 2007
BA, Architecture
Trakya Üniversitesi 1996 — 2001
BA, English
Mindy Kern's SEI Experience October 2006 - June 2008
Job Administrative Assistant Compliance at Dollar Financial Group
Industry Health, Wellness and Fitness
Experience
AmerisourceBergen November 2014 - Present
Dollar Financial Group October 2010 - October 2013
Nova Bank November 2008 - July 2010
SEI October 2006 - June 2008
Phoenix Rehabilitation March 2004 - August 2006
APS Wireless 2000 - 2004
TSR Wireless October 2000 - December 2001
Skills
Employee Relations, Customer Service, Human Resources, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Performance Management, PowerPoint, Recruiting, Team Building, Training, Time Management, Vendor Management
Education
Penn State University 2008 — 2010
MS, Human Resources
Albright College 2006 — 2008
BS, Business Administration
Boyertown
AmerisourceBergen November 2014 - Present
Dollar Financial Group October 2010 - October 2013
Nova Bank November 2008 - July 2010
SEI October 2006 - June 2008
Phoenix Rehabilitation March 2004 - August 2006
APS Wireless 2000 - 2004
TSR Wireless October 2000 - December 2001
Skills
Employee Relations, Customer Service, Human Resources, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Performance Management, PowerPoint, Recruiting, Team Building, Training, Time Management, Vendor Management
Education
Penn State University 2008 — 2010
MS, Human Resources
Albright College 2006 — 2008
BS, Business Administration
Boyertown
Bridghet Donato's SEI Experience January 2006 - September 2008
Job Technical Director
Industry Financial Services
Experience
Nationwide Insurance June 2015 - Present
Hartford Funds August 2013 - June 2015
Cipperman Compliance Services, LLC April 2012 - July 2013
Ethos Health Communications May 2011 - April 2012
Ashfield Healthcare March 2010 - October 2010
Old Mutual Asset Management September 2008 - December 2008
SEI January 2006 - September 2008
SEI September 2003 - January 2006
SEI April 2001 - September 2003
Skills
Financial Analysis, Mutual Funds, Investments, Forecasting, Management, Budgets, Analysis, Accounting, Business Planning, Portfolio Management, Contract Negotiation, New Business Development
Education
Saint Joseph's University 2003 — 2007
MBA
Arcadia University
MS in BA
Arcadia University
Bachelor's Degree
Neshaminy High School
Nationwide Insurance June 2015 - Present
Hartford Funds August 2013 - June 2015
Cipperman Compliance Services, LLC April 2012 - July 2013
Ethos Health Communications May 2011 - April 2012
Ashfield Healthcare March 2010 - October 2010
Old Mutual Asset Management September 2008 - December 2008
SEI January 2006 - September 2008
SEI September 2003 - January 2006
SEI April 2001 - September 2003
Skills
Financial Analysis, Mutual Funds, Investments, Forecasting, Management, Budgets, Analysis, Accounting, Business Planning, Portfolio Management, Contract Negotiation, New Business Development
Education
Saint Joseph's University 2003 — 2007
MBA
Arcadia University
MS in BA
Arcadia University
Bachelor's Degree
Neshaminy High School
Matthew Ashcroft Matthew Ashcroft's SEI Experience July 2013 - Present
Job Internal Account Executive at SEI
Industry Financial Services
Chelsea Wohlrab Chelsea Wohlrab's SEI Experience April 2015 - Present
Job Account Administrator
Industry Financial Services
Experience
SEI April 2015 - Present
SEI November 2014 - April 2015
SEI August 2013 - November 2014
Resource Associates Corporation April 2011 - August 2013
Resource Associates Corporation July 2010 - August 2013
Cedar Crest College August 2007 - December 2007
Skills
Graphic Design, Graphic Arts, Photoshop, Illustrator, InDesign, Dreamweaver, Constant Contact, Eventbrite, QuarkXPress, FileMaker, Social Media Marketing, Social Networking, Networking, Newsletter Production, Website Updating, Customized Audio CD's, Production Support, Goldmine, Administrative Assistant, Customer Service, Customer Support, Sales, Direct Sales, Invoice Processing, Online Processes, Saleslogix, DIALOG, Exams, Corporate Events, Communication, Hotel Reservations, Ground Transportation, Librarian, Online Advertising, Leadership Development, Leadership, Web Design, Organizational..., Organizational..., Coaching, Strategy, Team Building, Public Speaking, Strategic Planning, CRM, Newsletters, Entrepreneurship, Brand Loyalty, Consulting
Education
Berks Technical Institute 2008 — 2010
A.S, Specialized Technology; Graphic Design
Hamburg Area High School 2004 — 2007
SEI April 2015 - Present
SEI November 2014 - April 2015
SEI August 2013 - November 2014
Resource Associates Corporation April 2011 - August 2013
Resource Associates Corporation July 2010 - August 2013
Cedar Crest College August 2007 - December 2007
Skills
Graphic Design, Graphic Arts, Photoshop, Illustrator, InDesign, Dreamweaver, Constant Contact, Eventbrite, QuarkXPress, FileMaker, Social Media Marketing, Social Networking, Networking, Newsletter Production, Website Updating, Customized Audio CD's, Production Support, Goldmine, Administrative Assistant, Customer Service, Customer Support, Sales, Direct Sales, Invoice Processing, Online Processes, Saleslogix, DIALOG, Exams, Corporate Events, Communication, Hotel Reservations, Ground Transportation, Librarian, Online Advertising, Leadership Development, Leadership, Web Design, Organizational..., Organizational..., Coaching, Strategy, Team Building, Public Speaking, Strategic Planning, CRM, Newsletters, Entrepreneurship, Brand Loyalty, Consulting
Education
Berks Technical Institute 2008 — 2010
A.S, Specialized Technology; Graphic Design
Hamburg Area High School 2004 — 2007
Jared Skurla CFP® Jared Skurla CFP®'s SEI Experience December 2013 - Present
Job Relationship Manager, Southeast Region at SEI Investments CFP®
Industry Financial Services
Experience
SEI December 2013 - Present
SEI Investments January 2011 - December 2013
Citizens Bank December 2008 - January 2011
National Financial Network May 2007 - June 2008
Education
Saint Joseph's University 2010 — 2012
Master
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelor of Science (BS)
High School
High School
Vernon Township
SEI December 2013 - Present
SEI Investments January 2011 - December 2013
Citizens Bank December 2008 - January 2011
National Financial Network May 2007 - June 2008
Education
Saint Joseph's University 2010 — 2012
Master
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelor of Science (BS)
High School
High School
Vernon Township
Ana Puig Ana Puig's SEI Experience August 1994 - August 1995
Job Director of Legislative Affairs at LeadingAge PA
Industry Government Relations
Experience
LeadingAge PA October 2014 - Present
Commonwealth of Pennsylvania August 2013 - October 2014
FreedomWorks August 2010 - August 2013
The Kitchen Table Patriots April 2009 - April 2013
Nickelodeon August 1998 - August 2000
The Sabre Group/American Airlines August 1995 - August 1998
SEI August 1994 - August 1995
Skills
Political Campaigns, Grassroots Organizing, Political Consulting, Politics, Coalitions, Political Communication, Fundraising, Public Relations, Strategic Communications, Public Speaking, Public Policy, Campaigns, Blogging, Campaign Management, Community Development, Community Organizing, Community Outreach, Copywriting, Crisis Communications, Crisis Management, Economic Development, Editing, English, Event Planning, Facebook, Foreign Policy, Government, Grant Writing, International Relations, Journalism, Leadership, Legislation, Legislative Relations, Media Relations, Message Development, New Media, Nonprofits, Policy, Policy Analysis, Political Science, Press Releases, Program Development, Public Administration, Public Affairs, Publicity, Research, Social Media, Social Media Marketing, Social Networking, Spanish
Education
Baylor University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Marketing and International Business
Baylor University - Hankamer School of Business 1990 — 1994
Bachelor of Business Administration, Marketing/International Business
LeadingAge PA October 2014 - Present
Commonwealth of Pennsylvania August 2013 - October 2014
FreedomWorks August 2010 - August 2013
The Kitchen Table Patriots April 2009 - April 2013
Nickelodeon August 1998 - August 2000
The Sabre Group/American Airlines August 1995 - August 1998
SEI August 1994 - August 1995
Skills
Political Campaigns, Grassroots Organizing, Political Consulting, Politics, Coalitions, Political Communication, Fundraising, Public Relations, Strategic Communications, Public Speaking, Public Policy, Campaigns, Blogging, Campaign Management, Community Development, Community Organizing, Community Outreach, Copywriting, Crisis Communications, Crisis Management, Economic Development, Editing, English, Event Planning, Facebook, Foreign Policy, Government, Grant Writing, International Relations, Journalism, Leadership, Legislation, Legislative Relations, Media Relations, Message Development, New Media, Nonprofits, Policy, Policy Analysis, Political Science, Press Releases, Program Development, Public Administration, Public Affairs, Publicity, Research, Social Media, Social Media Marketing, Social Networking, Spanish
Education
Baylor University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Marketing and International Business
Baylor University - Hankamer School of Business 1990 — 1994
Bachelor of Business Administration, Marketing/International Business
Nicholas Behney Nicholas Behney's SEI Experience June 2012 - April 2013
Job Financial Analyst
Industry Consumer Goods
Experience
L'Oréal USA - Kiehl's July 2015 - Present
L'Oreal USA April 2014 - July 2015
L'Oréal USA April 2013 - March 2014
SEI June 2012 - April 2013
Pi Kappa Phi Fraternity Zeta Chi Chapter December 2010 - December 2011
The Boston Consulting Group May 2011 - August 2011
Albright College Department of Student Activites January 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Marketing, Financial Analysis, Social Media, PowerPoint, Microsoft Office, Financial Modeling, Microsoft Excel, Accounting
Education
Albright College 2008 — 2012
BS, Finance and Marketing
L'Oréal USA - Kiehl's July 2015 - Present
L'Oreal USA April 2014 - July 2015
L'Oréal USA April 2013 - March 2014
SEI June 2012 - April 2013
Pi Kappa Phi Fraternity Zeta Chi Chapter December 2010 - December 2011
The Boston Consulting Group May 2011 - August 2011
Albright College Department of Student Activites January 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Marketing, Financial Analysis, Social Media, PowerPoint, Microsoft Office, Financial Modeling, Microsoft Excel, Accounting
Education
Albright College 2008 — 2012
BS, Finance and Marketing
Lore Gordon Lore Gordon's SEI Experience 2011 - 2014
Job Financial Consultant
Industry Financial Services
Experience
RMR Wealth Management LLC February 2011 - Present
SEI 2011 - 2014
SEI 2011 - 2014
Fifth Avenue Financial February 2009 - November 2010
Cowan Financial Group February 2001 - February 2009
Skills
Retirement Planning, Estate Planning, Fixed Annuities, Strategic Financial..., Wealth Management, Mutual Funds, Retirement, Financial Advisory, Disability Insurance, Life Insurance, Investments, Investment Advisory, Portfolio Management, Long-term Care, Asset Allocation, Securities, Insurance, Series 7
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
SUNY Fashion Institute of Technology 1977 — 1979
Associate in Applied Science, Fashion Business
RMR Wealth Management LLC February 2011 - Present
SEI 2011 - 2014
SEI 2011 - 2014
Fifth Avenue Financial February 2009 - November 2010
Cowan Financial Group February 2001 - February 2009
Skills
Retirement Planning, Estate Planning, Fixed Annuities, Strategic Financial..., Wealth Management, Mutual Funds, Retirement, Financial Advisory, Disability Insurance, Life Insurance, Investments, Investment Advisory, Portfolio Management, Long-term Care, Asset Allocation, Securities, Insurance, Series 7
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
SUNY Fashion Institute of Technology 1977 — 1979
Associate in Applied Science, Fashion Business
Meryem Kalic Meryem Kalic's SEI Experience September 2006 - January 2007
Job FP&A Analyst at VWR International
Industry Business Supplies and Equipment
Experience
VWR January 2014 - Present
Delaware Investments October 2009 - December 2013
Delaware Investments February 2007 - September 2009
SEI September 2006 - January 2007
Education
West Chester University of Pennsylvania 2006 — 2009
Master's, Business Administration
Fatih Üniversitesi
Bachelor of Arts (B.A.), International Relations
Villanova University
VWR January 2014 - Present
Delaware Investments October 2009 - December 2013
Delaware Investments February 2007 - September 2009
SEI September 2006 - January 2007
Education
West Chester University of Pennsylvania 2006 — 2009
Master's, Business Administration
Fatih Üniversitesi
Bachelor of Arts (B.A.), International Relations
Villanova University
Bryan Dunlap Bryan Dunlap's SEI Experience December 2010 - December 2012
Job Senior Accountant at Corcoran Hegarty & Associates
Industry Accounting
Experience
Corcoran Hegarty & Associates January 2013 - Present
SEI December 2010 - December 2012
Skills
Accounting, Financial Reporting, Tax Preparation, Corporate Tax, Tax Returns, Account Reconciliation, GAAP, US GAAP
Education
Bloomsburg University of Pennsylvania 2008 — 2010
BSBA, Accounting with a Concentration in Fraud Examination
Northampton Community College 2005 — 2008
Associate of Arts (AA), Business Administration
Corcoran Hegarty & Associates January 2013 - Present
SEI December 2010 - December 2012
Skills
Accounting, Financial Reporting, Tax Preparation, Corporate Tax, Tax Returns, Account Reconciliation, GAAP, US GAAP
Education
Bloomsburg University of Pennsylvania 2008 — 2010
BSBA, Accounting with a Concentration in Fraud Examination
Northampton Community College 2005 — 2008
Associate of Arts (AA), Business Administration
David Robinson Jr's SEI Experience August 2011 - February 2012
Job Executive Search Consultant at JM Search
Industry Staffing and Recruiting
Experience
JM Search 2012 - Present
SEI August 2011 - February 2012
SEI December 2007 - August 2011
SEI November 2006 - November 2007
Ocean City Fire Department 1998 - 2006
SARVODAYA, RE-BUILD SRI LANKAN VILLAGES December 2004 - March 2005
Skills
Microsoft Office, Excel, Word, Customer Relations, PowerPoint, Sales, Microsoft Excel, Customer Service, Sales Operations, Mutual Funds, Leadership, Data Analysis, Private Equity, Management, Microsoft Word, Strategy, Training, Competitive Analysis, Investments, Financial Services, Human Resources, Recruiting, Communication Skills, Executive Management, Sales Process, Finance, Due Diligence
Education
Villanova University 2009 — 2012
Master of Business Administration (M.B.A.), Strategic Managment
Bloomsburg University of Pennsylvania 1998 — 2003
Bachelor of Arts (BA), Mathematics
Bloomsburg University of Pennsylvania 1998 — 2003
Bachelor of Science (B.S.), Business Administration - Finance
Methacton High School 1994 — 1998
JM Search 2012 - Present
SEI August 2011 - February 2012
SEI December 2007 - August 2011
SEI November 2006 - November 2007
Ocean City Fire Department 1998 - 2006
SARVODAYA, RE-BUILD SRI LANKAN VILLAGES December 2004 - March 2005
Skills
Microsoft Office, Excel, Word, Customer Relations, PowerPoint, Sales, Microsoft Excel, Customer Service, Sales Operations, Mutual Funds, Leadership, Data Analysis, Private Equity, Management, Microsoft Word, Strategy, Training, Competitive Analysis, Investments, Financial Services, Human Resources, Recruiting, Communication Skills, Executive Management, Sales Process, Finance, Due Diligence
Education
Villanova University 2009 — 2012
Master of Business Administration (M.B.A.), Strategic Managment
Bloomsburg University of Pennsylvania 1998 — 2003
Bachelor of Arts (BA), Mathematics
Bloomsburg University of Pennsylvania 1998 — 2003
Bachelor of Science (B.S.), Business Administration - Finance
Methacton High School 1994 — 1998
Ines Ramos Ines Ramos's SEI Experience February 2015 - Present
Job Private Equity Supervisor at SEI
Industry Accounting
Experience
SEI February 2015 - Present
SEI September 2013 - February 2015
SEI June 2012 - September 2013
Albright College Public Safety July 2010 - May 2012
G. L. Public Services January 2012 - February 2012
Albright College Accounting Dept. August 2011 - December 2011
Albright College Food Services September 2009 - December 2010
Sovereign Bank June 2007 - July 2007
Skills
Mandarin, SPSS, PowerPoint, Facebook, Community Outreach, Non-profits, Research, Microsoft Word, Event Planning, Data Analysis, Microsoft Office, Fundraising, Microsoft Excel, Social Networking, Customer Service, Accounting, Data Entry
Education
Albright College 2008 — 2012
Bachelor of Science (B.S.), Accounting
SEI February 2015 - Present
SEI September 2013 - February 2015
SEI June 2012 - September 2013
Albright College Public Safety July 2010 - May 2012
G. L. Public Services January 2012 - February 2012
Albright College Accounting Dept. August 2011 - December 2011
Albright College Food Services September 2009 - December 2010
Sovereign Bank June 2007 - July 2007
Skills
Mandarin, SPSS, PowerPoint, Facebook, Community Outreach, Non-profits, Research, Microsoft Word, Event Planning, Data Analysis, Microsoft Office, Fundraising, Microsoft Excel, Social Networking, Customer Service, Accounting, Data Entry
Education
Albright College 2008 — 2012
Bachelor of Science (B.S.), Accounting
Kimberly Curll Kimberly Curll's SEI Experience June 2012 - Present
Job Sr. Account Analysis
Industry Investment Management
Experience
NASCAR April 2015 - Present
SEI June 2012 - Present
Bridgeport Vol. Fire Co. No. 1 December 2005 - Present
Swedesburg Vol. Fire Co. November 2009 - Present
Valley Forge Consulting Corporation August 2007 - June 2012
Albright College Alumni Relations February 2009 - May 2012
Amalgamated Life Insurance 2009 - 2010
Valley Forge Gift Shop/ K&L Retail August 2007 - August 2008
Skills
PowerPoint, Word, Excel, Data Entry, Microsoft Office, Team Player, Independent worker, Teamwork, Microsoft Excel, Independent Contractors, Payroll, Microsoft Word, Customer Service, Sales, Marketing, Event Planning, Facebook, Time Management, Social Networking, Public Speaking, Social Media
Education
Albright College 2008 — 2012
Bachelor's of Science, Business Administration/Marketing
Upper Merion Area High School 2004 — 2008
Diploma
NASCAR April 2015 - Present
SEI June 2012 - Present
Bridgeport Vol. Fire Co. No. 1 December 2005 - Present
Swedesburg Vol. Fire Co. November 2009 - Present
Valley Forge Consulting Corporation August 2007 - June 2012
Albright College Alumni Relations February 2009 - May 2012
Amalgamated Life Insurance 2009 - 2010
Valley Forge Gift Shop/ K&L Retail August 2007 - August 2008
Skills
PowerPoint, Word, Excel, Data Entry, Microsoft Office, Team Player, Independent worker, Teamwork, Microsoft Excel, Independent Contractors, Payroll, Microsoft Word, Customer Service, Sales, Marketing, Event Planning, Facebook, Time Management, Social Networking, Public Speaking, Social Media
Education
Albright College 2008 — 2012
Bachelor's of Science, Business Administration/Marketing
Upper Merion Area High School 2004 — 2008
Diploma
Devon M. Wagner Devon M. Wagner's SEI Experience 2001 - 2003
Job Digital Outdoor Advertising
Industry Marketing and Advertising
Experience
Digital Outdoor Advertising January 2015 - Present
Premier Media Pa, LLC October 2011 - Present
Lamar Advertising June 2003 - Present
SEI Investments 2001 - 2003
SEI 2001 - 2003
Skills
Account Management, Marketing Strategy, Sales, Marketing, New Business Development, Strategic Planning, Project Management, Business Strategy, Digital Media, Outdoor Advertising, Public Relations, Advertising Sales, Entrepreneurship, Strategy, Sales Operations, Training, Budgets, Contract Negotiation, Advertising, Marketing Communications, Social Media Marketing
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Economics and Finance
Albright College 1997 — 2001
Bachelor of Science (B.S.), Finance and Marketing
Digital Outdoor Advertising January 2015 - Present
Premier Media Pa, LLC October 2011 - Present
Lamar Advertising June 2003 - Present
SEI Investments 2001 - 2003
SEI 2001 - 2003
Skills
Account Management, Marketing Strategy, Sales, Marketing, New Business Development, Strategic Planning, Project Management, Business Strategy, Digital Media, Outdoor Advertising, Public Relations, Advertising Sales, Entrepreneurship, Strategy, Sales Operations, Training, Budgets, Contract Negotiation, Advertising, Marketing Communications, Social Media Marketing
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Economics and Finance
Albright College 1997 — 2001
Bachelor of Science (B.S.), Finance and Marketing
Elizabeth Moyer Elizabeth Moyer's SEI Experience December 2014 - Present
Job Mutual Fund Analyst II at SEI
Industry Financial Services
Experience
SEI December 2014 - Present
Vanguard September 2014 - November 2014
Univest Bank and Trust Co. November 2013 - August 2014
Univest Bank and Trust Co. June 2012 - November 2013
Univest Bank and Trust Co. June 2011 - June 2012
Univest Bank and Trust Co. September 2010 - June 2011
Univest Bank and Trust Co. November 2009 - September 2010
Univest Bank and Trust Co. November 2008 - November 2009
Sovereign Bank July 2007 - October 2008
Sovereign Bank July 2006 - July 2007
Skills
Analysis, Active Listening, Banking, Microsoft Office, Customer Service, Consumer Banking, CRM, Commercial Banking, Client Presentation, Data Analysis, Presentation Development, Training, Retail Banking, Credit, Loans, Leadership, Consumer Lending, Finance, Business Development, Management, Loan Origination, Portfolio Management, Insurance, Financial Analysis, Customer Retention, Wealth Management, Sales Management, Commercial Lending, Small Business Lending, Branch Management
Education
Albright College 2002 — 2006
Bachelors of Arts, Political Science
Bucks County Community College 2010 — 2010
Continuning Education
SEI December 2014 - Present
Vanguard September 2014 - November 2014
Univest Bank and Trust Co. November 2013 - August 2014
Univest Bank and Trust Co. June 2012 - November 2013
Univest Bank and Trust Co. June 2011 - June 2012
Univest Bank and Trust Co. September 2010 - June 2011
Univest Bank and Trust Co. November 2009 - September 2010
Univest Bank and Trust Co. November 2008 - November 2009
Sovereign Bank July 2007 - October 2008
Sovereign Bank July 2006 - July 2007
Skills
Analysis, Active Listening, Banking, Microsoft Office, Customer Service, Consumer Banking, CRM, Commercial Banking, Client Presentation, Data Analysis, Presentation Development, Training, Retail Banking, Credit, Loans, Leadership, Consumer Lending, Finance, Business Development, Management, Loan Origination, Portfolio Management, Insurance, Financial Analysis, Customer Retention, Wealth Management, Sales Management, Commercial Lending, Small Business Lending, Branch Management
Education
Albright College 2002 — 2006
Bachelors of Arts, Political Science
Bucks County Community College 2010 — 2010
Continuning Education
Janelle Coyle's SEI Experience January 2015 - Present
Job SEI Business Analyst
Industry Financial Services
Experience
SEI January 2015 - Present
Magellan Search & Staffing January 2015 - Present
PartyLite April 2013 - September 2014
Globus Medical 2013 - 2014
Harleysville Insurance 2011 - 2013
Colorcon 2006 - 2010
Skills
Software Documentation, Analysis, Integration, Oracle, Quality Assurance, Time Management, Testing, Research, Business Analysis, Process Improvement, Requirements Analysis, Outlook Express, Lotus Notes, SharePoint, Axure Wireframe Software, Atlassian JIRA, Confluence, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Project, Windows XP, Windows Vista, Windows 7, Windows 8, Chrome OS, Google Chrome, Google Docs, Microsoft Powerpoint, Microsoft Visio, Microsoft Visual Studio, Guidewire, Oracle Productivity Kit, Oracle E-Business Suite, Data Loader, PDF Factory, Adobe Acrobat, Adobe PDF, Photoshop Elements, Internet Explorer, Graphic Design, Visio
Education
Bloomsburg University of Pennsylvania 2006 — 2010
BSBA, Information & Technology Management
SEI January 2015 - Present
Magellan Search & Staffing January 2015 - Present
PartyLite April 2013 - September 2014
Globus Medical 2013 - 2014
Harleysville Insurance 2011 - 2013
Colorcon 2006 - 2010
Skills
Software Documentation, Analysis, Integration, Oracle, Quality Assurance, Time Management, Testing, Research, Business Analysis, Process Improvement, Requirements Analysis, Outlook Express, Lotus Notes, SharePoint, Axure Wireframe Software, Atlassian JIRA, Confluence, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Project, Windows XP, Windows Vista, Windows 7, Windows 8, Chrome OS, Google Chrome, Google Docs, Microsoft Powerpoint, Microsoft Visio, Microsoft Visual Studio, Guidewire, Oracle Productivity Kit, Oracle E-Business Suite, Data Loader, PDF Factory, Adobe Acrobat, Adobe PDF, Photoshop Elements, Internet Explorer, Graphic Design, Visio
Education
Bloomsburg University of Pennsylvania 2006 — 2010
BSBA, Information & Technology Management
Alan Lauder Alan Lauder's SEI Experience January 2010 - Present
Job Managing Director, Midwest Team at SEI
Industry Financial Services
Experience
SEI January 2010 - Present
SEI June 2005 - December 2010
SEI September 2002 - May 2005
SEI September 1999 - September 2002
SEI September 1995 - September 1999
SEI October 1989 - September 1995
Deloitte August 1985 - August 1987
Education
Penn State University 1981 — 1985
Bachelor of Science (B.S.), Accounting
American University 1987 — 1988
Master of Business Administration (M.B.A.), Finance, General
SEI January 2010 - Present
SEI June 2005 - December 2010
SEI September 2002 - May 2005
SEI September 1999 - September 2002
SEI September 1995 - September 1999
SEI October 1989 - September 1995
Deloitte August 1985 - August 1987
Education
Penn State University 1981 — 1985
Bachelor of Science (B.S.), Accounting
American University 1987 — 1988
Master of Business Administration (M.B.A.), Finance, General
Nicholas Renz Nicholas Renz's SEI Experience September 2013 - February 2014
Job Supply Chain Specialist at ABC Home Medical Supply, Inc.
Industry Logistics and Supply Chain
Experience
ABC Medical Urinary Catheters Catheter Supplies May 2012 - Present
SEI September 2013 - February 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Budgets, Customer Service, QuickBooks, Microsoft Word
Education
Arcadia University 2008 — 2012
Bachelor of Business Administration (B.A.)
ABC Medical Urinary Catheters Catheter Supplies May 2012 - Present
SEI September 2013 - February 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Budgets, Customer Service, QuickBooks, Microsoft Word
Education
Arcadia University 2008 — 2012
Bachelor of Business Administration (B.A.)
Troy Kuhn, CFP®, CAIA℠, MBA Troy Kuhn, CFP®, CAIA℠, MBA's SEI Experience July 2006 - February 2008
Job Wealth Management Advisor, Partner at Harvest Advisors, LLC
Industry Financial Services
Experience
Harvest Advisors, LLC July 2015 - Present
National Advisors Trust Company, FSB April 2014 - June 2015
Steben & Company, Inc. February 2008 - April 2014
SEI July 2006 - February 2008
Western Financial Planning July 2002 - January 2006
MBNA October 1993 - July 2002
Skills
Series 7, Series 3, Series 30, Certified Financial..., Distinguished..., Investments, Leadership, Alternative Investments, ETFs, Asset Allocation, Series 63, Relationship Management, Mutual Funds, Hedge Funds, Business Development, Budgets, Insurance
Education
Chartered Alternative Investment Analyst Association 2013 — 2014
CAIA, Pass
Boston University 2005 — 2008
Financial Planning Program
University of Delaware - Lerner College of Business and Economics 1996 — 1999
MBA, International Business
Albright College 1987 — 1992
BS, Finance
Harvest Advisors, LLC July 2015 - Present
National Advisors Trust Company, FSB April 2014 - June 2015
Steben & Company, Inc. February 2008 - April 2014
SEI July 2006 - February 2008
Western Financial Planning July 2002 - January 2006
MBNA October 1993 - July 2002
Skills
Series 7, Series 3, Series 30, Certified Financial..., Distinguished..., Investments, Leadership, Alternative Investments, ETFs, Asset Allocation, Series 63, Relationship Management, Mutual Funds, Hedge Funds, Business Development, Budgets, Insurance
Education
Chartered Alternative Investment Analyst Association 2013 — 2014
CAIA, Pass
Boston University 2005 — 2008
Financial Planning Program
University of Delaware - Lerner College of Business and Economics 1996 — 1999
MBA, International Business
Albright College 1987 — 1992
BS, Finance
Anna Miller's SEI Experience 1990 - 2005
Job Web Analytics Trainer at GSI Commerce
Industry Retail
Experience
GSI Commerce May 2009 - Present
SEI Investments March 2005 - February 2009
SEI Investments January 1990 - January 2009
Investment Advisory Group January 1998 - January 2005
SEI 1990 - 2005
SEI Investments January 1991 - January 1998
SEI Investments January 1990 - January 1991
Sunguard January 1987 - January 1990
Liberty National Bank January 1983 - January 1987
Skills
Financial Services, Analysis, Project Management, Management, Program Management, Process Improvement, Training, Business Analysis, CRM, Strategy, Quality Assurance, Mutual Funds, Databases, Portfolio Management, Analytics, Visio, Software Documentation, Customer Satisfaction, E-commerce, Testing
Education
Arcadia University 1987 — 1989
Bachelor of Science, Finance
Arcadia University 1987 — 1989
Bachelor of Science, Finance
University of Louisville 1984 — 1987
Finance
GSI Commerce May 2009 - Present
SEI Investments March 2005 - February 2009
SEI Investments January 1990 - January 2009
Investment Advisory Group January 1998 - January 2005
SEI 1990 - 2005
SEI Investments January 1991 - January 1998
SEI Investments January 1990 - January 1991
Sunguard January 1987 - January 1990
Liberty National Bank January 1983 - January 1987
Skills
Financial Services, Analysis, Project Management, Management, Program Management, Process Improvement, Training, Business Analysis, CRM, Strategy, Quality Assurance, Mutual Funds, Databases, Portfolio Management, Analytics, Visio, Software Documentation, Customer Satisfaction, E-commerce, Testing
Education
Arcadia University 1987 — 1989
Bachelor of Science, Finance
Arcadia University 1987 — 1989
Bachelor of Science, Finance
University of Louisville 1984 — 1987
Finance
Brad Algeo Brad Algeo's SEI Experience October 2004 - February 2009
Job Consultant at Blue Wing Services
Industry Financial Services
Experience
Bluewing Service August 2010 - Present
Brad Algeo Consultant March 2010 - Present
Boyertown Trinity EC Church January 2010 - September 2010
Boyertown Trinity EC Church 2009 - 2010
SEI October 2004 - February 2009
SEI October 2005 - February 2007
Skills
Process Improvement, Project Management, Banking, Business Analysis, Business Intelligence, Business Strategy, Customer Service, Management, Mergers & Acquisitions, Microsoft Word, Mutual Funds, PMP, SDLC, Strategic Planning, Team Building, Vendor Management
Education
PMP Credentials, Villanova University 2010 — 2011
PMP
Villanova University 2009 — 2010
Certification, Project Management
Albright College 1999 — 2002
Bachelors, Business and Finance
Lycoming College 1998 — 2001
Western Center for Technical Studies 1997 — 1998
Graduate, Machinist
Spring Ford High School 1994 — 1998
Albright College
High School
Lycoming College
Project ManagementVillanova University
Bachelor, Business Administration
Bluewing Service August 2010 - Present
Brad Algeo Consultant March 2010 - Present
Boyertown Trinity EC Church January 2010 - September 2010
Boyertown Trinity EC Church 2009 - 2010
SEI October 2004 - February 2009
SEI October 2005 - February 2007
Skills
Process Improvement, Project Management, Banking, Business Analysis, Business Intelligence, Business Strategy, Customer Service, Management, Mergers & Acquisitions, Microsoft Word, Mutual Funds, PMP, SDLC, Strategic Planning, Team Building, Vendor Management
Education
PMP Credentials, Villanova University 2010 — 2011
PMP
Villanova University 2009 — 2010
Certification, Project Management
Albright College 1999 — 2002
Bachelors, Business and Finance
Lycoming College 1998 — 2001
Western Center for Technical Studies 1997 — 1998
Graduate, Machinist
Spring Ford High School 1994 — 1998
Albright College
High School
Lycoming College
Project ManagementVillanova University
Bachelor, Business Administration
Brian Zielinski's SEI Experience June 2015 - Present
Job Operations Analyst at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
Alvernia University Athletic Training Department September 2013 - May 2015
Alvernia University August 2011 - May 2015
UPS December 2014 - January 2015
Upper Southampton Public Works May 2013 - August 2013
Huntingdon Valley Country Club May 2007 - August 2012
Huntingdon Valley Country Club September 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Management, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Social Networking, Research, Event Planning, Teamwork, Time Management, Marketing
Education
Alvernia University 2011 — 2015
Bachelor of Science, Business Management: 3.20 GPA
LaSalle College High School 2007 — 2011
High School Diploma, College Preparatory
SEI June 2015 - Present
Alvernia University Athletic Training Department September 2013 - May 2015
Alvernia University August 2011 - May 2015
UPS December 2014 - January 2015
Upper Southampton Public Works May 2013 - August 2013
Huntingdon Valley Country Club May 2007 - August 2012
Huntingdon Valley Country Club September 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Management, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Social Networking, Research, Event Planning, Teamwork, Time Management, Marketing
Education
Alvernia University 2011 — 2015
Bachelor of Science, Business Management: 3.20 GPA
LaSalle College High School 2007 — 2011
High School Diploma, College Preparatory
Chris McDonough Chris McDonough's SEI Experience January 2011 - Present
Job Business Analyst III at SEI
Industry Financial Services
Experience
SEI January 2011 - Present
SEI February 2008 - January 2011
Skills
Financial Analysis, SDLC, Requirements Gathering, Business Analysis, Requirements Analysis
Education
Saint Joseph's University 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Arcadia University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Economics
SEI January 2011 - Present
SEI February 2008 - January 2011
Skills
Financial Analysis, SDLC, Requirements Gathering, Business Analysis, Requirements Analysis
Education
Saint Joseph's University 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Arcadia University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Economics
Bethany Wood's SEI Experience 2012 - Present
Job President at O Cigarettes
Industry Retail
Experience
Women on Business April 2012 - Present
SEI 2012 - Present
O Cigarettes March 2011 - Present
SEI 2011 - 2012
Youth Resources 2008 - September 2011
The Gordon Group June 2005 - June 2011
Young Professionals Network 2008 - 2009
Tacoma Chamber of Commerce 2005 - 2009
Wells Fargo 2001 - 2004
Education
Art Institute of Seattle
Fashion Marketing
Women on Business April 2012 - Present
SEI 2012 - Present
O Cigarettes March 2011 - Present
SEI 2011 - 2012
Youth Resources 2008 - September 2011
The Gordon Group June 2005 - June 2011
Young Professionals Network 2008 - 2009
Tacoma Chamber of Commerce 2005 - 2009
Wells Fargo 2001 - 2004
Education
Art Institute of Seattle
Fashion Marketing
Jeremy Rhen's SEI Experience February 2013 - October 2014
Job Financial Services Assistant at SMF Financial Advisors, LLC.
Industry Financial Services
Experience
SMF Financial Advisors, LLC. November 2014 - Present
SEI February 2013 - October 2014
Simon Property Group October 2013 - August 2014
SEI October 2012 - February 2013
Education Realty Trust August 2011 - May 2012
Bloomsburg University Phi Beta Lambda May 2011 - May 2012
Owen J. Roberts School District June 2010 - August 2011
Abercrombie & Fitch February 2008 - August 2009
Skills
Microsoft Office, Word, Excel, PowerPoint, Windows XP through 7, Event Planning, Public Speaking, Team Leadership, Customer Service, Meeting Planning, Social Networking, Facebook, Twitter
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Science, Business Administration, 3.83
Owen J. Roberts High School 2004 — 2008
SMF Financial Advisors, LLC. November 2014 - Present
SEI February 2013 - October 2014
Simon Property Group October 2013 - August 2014
SEI October 2012 - February 2013
Education Realty Trust August 2011 - May 2012
Bloomsburg University Phi Beta Lambda May 2011 - May 2012
Owen J. Roberts School District June 2010 - August 2011
Abercrombie & Fitch February 2008 - August 2009
Skills
Microsoft Office, Word, Excel, PowerPoint, Windows XP through 7, Event Planning, Public Speaking, Team Leadership, Customer Service, Meeting Planning, Social Networking, Facebook, Twitter
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Science, Business Administration, 3.83
Owen J. Roberts High School 2004 — 2008
Sean Crossley Sean Crossley's SEI Experience July 2012 - Present
Job Specialist at SEI
Industry Investment Management
Experience
SEI July 2012 - Present
SEI Cares January 2013 - Present
SEI June 2011 - June 2012
Griffin Financial Group November 2009 - May 2011
Alpha Sigma Phi Fraternity, Inc. 2010 - 2011
New York Life Insurance Company May 2010 - August 2010
Cornerstone Financial Strategies, LLC June 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Analysis, Research, Data Analysis, Investments, Financial Modeling, Facebook, Event Planning, Social Networking, Leadership, Marketing, Program Management, Time Management, Management, Finance
Education
Albright College 2007 — 2011
B.S., Accounting, Economics, and Finance
Antietam High School 2001 — 2007
High School Diploma
SEI July 2012 - Present
SEI Cares January 2013 - Present
SEI June 2011 - June 2012
Griffin Financial Group November 2009 - May 2011
Alpha Sigma Phi Fraternity, Inc. 2010 - 2011
New York Life Insurance Company May 2010 - August 2010
Cornerstone Financial Strategies, LLC June 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Analysis, Research, Data Analysis, Investments, Financial Modeling, Facebook, Event Planning, Social Networking, Leadership, Marketing, Program Management, Time Management, Management, Finance
Education
Albright College 2007 — 2011
B.S., Accounting, Economics, and Finance
Antietam High School 2001 — 2007
High School Diploma
Nur Khabir Nur Khabir's SEI Experience February 2008 - June 2010
Job Web & Mobile Designer
Industry Design
Experience
ESPN April 2015 - Present
Time Inc. October 2014 - April 2015
USA TODAY May 2012 - August 2014
VML April 2012 - May 2012
TAG April 2012 - April 2012
Cement Bloc March 2012 - March 2012
ClickFire Media April 2011 - September 2011
Next Jump August 2010 - April 2011
SEI February 2008 - June 2010
TV Land 2007 - 2007
Skills
User Interface Design, HTML5, Web Design, Adobe Creative Suite, Wordpress, User Experience, XHTML, CSS, Graphic Design, Web Development, jQuery, Interaction Design, Digital Media, HTML 5, WordPress, Logo Design, Interactive Advertising, Flash, Flash Animation, Interactive Media, Social Media, Creative Direction
Education
Art Institute of Philadelphia 2005 — 2007
Bachelor of Science (B.S.), Interactive Media Design
ESPN April 2015 - Present
Time Inc. October 2014 - April 2015
USA TODAY May 2012 - August 2014
VML April 2012 - May 2012
TAG April 2012 - April 2012
Cement Bloc March 2012 - March 2012
ClickFire Media April 2011 - September 2011
Next Jump August 2010 - April 2011
SEI February 2008 - June 2010
TV Land 2007 - 2007
Skills
User Interface Design, HTML5, Web Design, Adobe Creative Suite, Wordpress, User Experience, XHTML, CSS, Graphic Design, Web Development, jQuery, Interaction Design, Digital Media, HTML 5, WordPress, Logo Design, Interactive Advertising, Flash, Flash Animation, Interactive Media, Social Media, Creative Direction
Education
Art Institute of Philadelphia 2005 — 2007
Bachelor of Science (B.S.), Interactive Media Design
Laura Yarckow Laura Yarckow's SEI Experience October 2014 - Present
Job Service Professional at SEI
Industry Financial Services
Experience
SEI October 2014 - Present
Old National Bank (acquired United Bank & Trust in August, 2014) September 2013 - October 2014
United Bank & Trust January 2006 - September 2013
United Bank & Trust April 2004 - January 2006
Chelsea Community Hospial April 2001 - September 2003
Skills
Lean Tools, Wealth Management, Banking, Budgeting, Analysis, Accounting, Loans, Investments, Microsoft Office, Microsoft Office 2007, Accounts Payable, Account Reconciliation, Reconciliation, Budgets, Student Loans, Loan Origination, Payroll Taxes, Tax Reporting, Client Service Oriented, Commercial Banking, Credit, Financial Analysis, Finance, Portfolio Management
Education
Baker College Business and Corporate Services 1999 — 2004
Bachelor's Degree, Accounting, Computer Information Systems
Baker College Business and Corporate Services 1999 — 2001
Associates Degree, Accounting
Tecumseh High School
SEI October 2014 - Present
Old National Bank (acquired United Bank & Trust in August, 2014) September 2013 - October 2014
United Bank & Trust January 2006 - September 2013
United Bank & Trust April 2004 - January 2006
Chelsea Community Hospial April 2001 - September 2003
Skills
Lean Tools, Wealth Management, Banking, Budgeting, Analysis, Accounting, Loans, Investments, Microsoft Office, Microsoft Office 2007, Accounts Payable, Account Reconciliation, Reconciliation, Budgets, Student Loans, Loan Origination, Payroll Taxes, Tax Reporting, Client Service Oriented, Commercial Banking, Credit, Financial Analysis, Finance, Portfolio Management
Education
Baker College Business and Corporate Services 1999 — 2004
Bachelor's Degree, Accounting, Computer Information Systems
Baker College Business and Corporate Services 1999 — 2001
Associates Degree, Accounting
Tecumseh High School
N Jean Lowery, PMP N Jean Lowery, PMP's SEI Experience 2010 - Present
Job Principal Consultant at Ciber
Industry Information Technology and Services
Experience
SEI 2010 - Present
Ciber September 1998 - Present
World Venture 1985 - 1987
American Stores 1974 - 1985
Skills
Business Analysis, PMP, Requirements Gathering, SDLC, Requirements Analysis, Business Process, Software Project..., Business Requirements, Data Modeling, Integration, PMO, Visio, Data Warehousing, Agile Methodologies, Business Intelligence, Enterprise Architecture, Project Portfolio..., Solution Architecture, Vendor Management, Business Process..., Project Management, IT Strategy
Education
Pennsylvania State University-Penn State Abington
Project Management, Certification in Project Management
California State University-Fullerton
Business Administration and Management, General
California State University-Long Beach
Bachelor's Degree, History, Mathematics
Control Data Institute
Associate of Science (AS), Information Technology
Biola University
Mathematics
SEI 2010 - Present
Ciber September 1998 - Present
World Venture 1985 - 1987
American Stores 1974 - 1985
Skills
Business Analysis, PMP, Requirements Gathering, SDLC, Requirements Analysis, Business Process, Software Project..., Business Requirements, Data Modeling, Integration, PMO, Visio, Data Warehousing, Agile Methodologies, Business Intelligence, Enterprise Architecture, Project Portfolio..., Solution Architecture, Vendor Management, Business Process..., Project Management, IT Strategy
Education
Pennsylvania State University-Penn State Abington
Project Management, Certification in Project Management
California State University-Fullerton
Business Administration and Management, General
California State University-Long Beach
Bachelor's Degree, History, Mathematics
Control Data Institute
Associate of Science (AS), Information Technology
Biola University
Mathematics
Kristen Gautney Kristen Gautney's SEI Experience 2006 - 2008
Job Batch Operations Manager at Reed Group
Industry Information Technology and Services
Experience
Reed Group April 2013 - Present
Reed Group 2011 - 2012
Reed Group March 2011 - October 2011
Cephalon June 2008 - November 2009
SEI 2006 - 2008
Mission Staff 2006 - 2008
GSI Commerce 2006 - 2007
GSI Commerce July 2006 - November 2006
Juniper Bank January 2001 - July 2005
Juniper Bank 2001 - 2005
Skills
Web Services, Database Triggers, Database Design, Microsoft SQL Server, Database Administration, Data Modeling, HTML, Databases, SSIS, T-SQL, Data Warehousing, ETL, Programming, XML, Performance Tuning, Integration, Agile Methodologies, Oracle, Business Intelligence, SQL, Business Analysis, SSRS, SDLC, C#, Access
Education
Brandywine School of Nursing 1986 — 1987
Villa Maria Academy 1983 — 1986
Reed Group April 2013 - Present
Reed Group 2011 - 2012
Reed Group March 2011 - October 2011
Cephalon June 2008 - November 2009
SEI 2006 - 2008
Mission Staff 2006 - 2008
GSI Commerce 2006 - 2007
GSI Commerce July 2006 - November 2006
Juniper Bank January 2001 - July 2005
Juniper Bank 2001 - 2005
Skills
Web Services, Database Triggers, Database Design, Microsoft SQL Server, Database Administration, Data Modeling, HTML, Databases, SSIS, T-SQL, Data Warehousing, ETL, Programming, XML, Performance Tuning, Integration, Agile Methodologies, Oracle, Business Intelligence, SQL, Business Analysis, SSRS, SDLC, C#, Access
Education
Brandywine School of Nursing 1986 — 1987
Villa Maria Academy 1983 — 1986
Edward E. Chainey, Jr. Edward E. Chainey, Jr.'s SEI Experience September 2009 - Present
Job Project Director at SEI
Industry Financial Services
Experience
SEI September 2009 - Present
State Street Corporation 2007 - 2008
State Street Corporation 1993 - 2007
State Street Corporation 1991 - 1993
State Street Corporation 1987 - 1991
State Street Corporation 1983 - 1987
Skills
Corporate Actions, Settlement, Asset, Trading, Project Management, Income, Bank Reconciliation, Securities, Global Custody, Mutual Funds, Financial Services, Back Office, Fixed Income, Equities, Asset Managment, Risk Management, Middle Office, Portfolio Management, Relationship Management
Education
Bunker Hill Community College 1982 — 1984
Associates, Accounting
Bentley University
BS - Uncomplete, Accounting
SEI September 2009 - Present
State Street Corporation 2007 - 2008
State Street Corporation 1993 - 2007
State Street Corporation 1991 - 1993
State Street Corporation 1987 - 1991
State Street Corporation 1983 - 1987
Skills
Corporate Actions, Settlement, Asset, Trading, Project Management, Income, Bank Reconciliation, Securities, Global Custody, Mutual Funds, Financial Services, Back Office, Fixed Income, Equities, Asset Managment, Risk Management, Middle Office, Portfolio Management, Relationship Management
Education
Bunker Hill Community College 1982 — 1984
Associates, Accounting
Bentley University
BS - Uncomplete, Accounting
Gabe Antoni's SEI Experience June 2015 - Present
Job SEI
Industry Financial Services
Experience
SEI June 2015 - Present
Eastern Wind Power June 2014 - January 2015
Stop It Goaltending June 2013 - August 2013
Avalon Super Market June 2012 - August 2012
Textbook Goaltending Camps June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Twitter, Teamwork, Team Building, Social Media, Finance, Determination, Efficent
Education
Bentley University 2012 — 2016
Bachelor of Science (BS), Finance, Junior
Sailsbury School 2009 — 2011
SEI June 2015 - Present
Eastern Wind Power June 2014 - January 2015
Stop It Goaltending June 2013 - August 2013
Avalon Super Market June 2012 - August 2012
Textbook Goaltending Camps June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Twitter, Teamwork, Team Building, Social Media, Finance, Determination, Efficent
Education
Bentley University 2012 — 2016
Bachelor of Science (BS), Finance, Junior
Sailsbury School 2009 — 2011
Geoffrey R. Brown Geoffrey R. Brown's SEI Experience July 2012 - June 2013
Job Vice President of Sales at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate July 2015 - Present
Resource Real Estate January 2015 - July 2015
Prudential Investments July 2013 - January 2015
SEI July 2012 - June 2013
SEI January 2012 - July 2012
SEI March 2011 - December 2011
The David Berdow Company & Bala Financial Group February 2010 - February 2011
Skills
Mutual Funds, Asset Management, Investments, Financial Advisory, Series 63, Time Management, Financial Analysis, Lead Generation, Asset Allocation, ETFs, Retirement Planning, Financial Markets, Relationship Management, Series 7, Leadership, Sales, Customer Service, Finance
Education
Arizona State University 2005 — 2009
Interdisciplinary Studies, Business & Mass Communication
Resource Real Estate July 2015 - Present
Resource Real Estate January 2015 - July 2015
Prudential Investments July 2013 - January 2015
SEI July 2012 - June 2013
SEI January 2012 - July 2012
SEI March 2011 - December 2011
The David Berdow Company & Bala Financial Group February 2010 - February 2011
Skills
Mutual Funds, Asset Management, Investments, Financial Advisory, Series 63, Time Management, Financial Analysis, Lead Generation, Asset Allocation, ETFs, Retirement Planning, Financial Markets, Relationship Management, Series 7, Leadership, Sales, Customer Service, Finance
Education
Arizona State University 2005 — 2009
Interdisciplinary Studies, Business & Mass Communication
Don Doherty's SEI Experience June 2010 - August 2012
Job Vice President Director of Business Development at NRS
Industry Financial Services
Experience
Northeast Retirement Services ( NRS) September 2012 - Present
SEI June 2010 - August 2012
FundQuest/BNP May 2007 - June 2010
ITG February 2004 - April 2007
State Street September 1985 - August 1995
Investors Bank & Trust Co. 1990 - 1993
Skills
Alternative Investments, Financial Services, Wealth Management, Trading, Fund Accounting, Electronic Trading, Managing Accounts, Securities Lending, Brokerage, Transfer Agency, Transition Management, Mutual Funds, Securities, Investment Management, Asset Management, Due Diligence, Investments, Asset Allocation, ETFs, Equities, Capital Markets, Corporate Actions, Fund Of Funds, Fixed Income, Settlement, Investment Advisory, Retirement Planning, FINRA, Portfolio Management, Banking, Funding, Series 24, Series 63, Separately Managed...
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Bentley University
BS, Marketing/Management
Northeast Retirement Services ( NRS) September 2012 - Present
SEI June 2010 - August 2012
FundQuest/BNP May 2007 - June 2010
ITG February 2004 - April 2007
State Street September 1985 - August 1995
Investors Bank & Trust Co. 1990 - 1993
Skills
Alternative Investments, Financial Services, Wealth Management, Trading, Fund Accounting, Electronic Trading, Managing Accounts, Securities Lending, Brokerage, Transfer Agency, Transition Management, Mutual Funds, Securities, Investment Management, Asset Management, Due Diligence, Investments, Asset Allocation, ETFs, Equities, Capital Markets, Corporate Actions, Fund Of Funds, Fixed Income, Settlement, Investment Advisory, Retirement Planning, FINRA, Portfolio Management, Banking, Funding, Series 24, Series 63, Separately Managed...
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Bentley University
BS, Marketing/Management
Brian P. O'Connell's SEI Experience 1991 - 2000
Job Client Development at KLS Diversified Asset Management LP
Industry Investment Management
Experience
KLS Diversified Asset Management LP September 2014 - Present
Post Crossing Asset Management, LLC May 2013 - Present
Spurwink River Consulting February 2013 - May 2013
Cole Real Estate Investments November 2011 - December 2012
DDJ Capital Management 2008 - 2011
Evergreen Investments 2007 - 2008
Trusco Capital Management January 2005 - July 2007
Evergreen Investments 2007 - 2007
RogersCasey (formerly CRA Rogerscasey ) 1998 - 2005
SEI 1991 - 2000
Skills
Hedge Funds, Fixed Income, Investment Strategies, Investments, Portfolio Management, Equities, Alternative Investments, Mutual Funds, Investment Management, Asset Management, Asset Allocation, Financial Advisory, Series 7, Investment Advisory, Capital Markets, Asset Managment, Securities, Series 63, Equity Research, Wealth Management, Due Diligence, Retirement, Endowments, Financial Services, Strategy, Investor Relations, Series 24, Investment Banking, Pension Funds, Bonds, Separately Managed..., Bloomberg, Fund Of Funds, Institutional, Structured Finance, ETFs, FINRA, 401k, Financial Markets, Series 65, Structured Products, Institutional..., Private Equity, Valuation, Emerging Markets, Pensions, Financial Modeling, Options, High Net Worth..., Client Service
Education
Bentley University 1974 — 1979
Marketing - Major Finance - Minor
KLS Diversified Asset Management LP September 2014 - Present
Post Crossing Asset Management, LLC May 2013 - Present
Spurwink River Consulting February 2013 - May 2013
Cole Real Estate Investments November 2011 - December 2012
DDJ Capital Management 2008 - 2011
Evergreen Investments 2007 - 2008
Trusco Capital Management January 2005 - July 2007
Evergreen Investments 2007 - 2007
RogersCasey (formerly CRA Rogerscasey ) 1998 - 2005
SEI 1991 - 2000
Skills
Hedge Funds, Fixed Income, Investment Strategies, Investments, Portfolio Management, Equities, Alternative Investments, Mutual Funds, Investment Management, Asset Management, Asset Allocation, Financial Advisory, Series 7, Investment Advisory, Capital Markets, Asset Managment, Securities, Series 63, Equity Research, Wealth Management, Due Diligence, Retirement, Endowments, Financial Services, Strategy, Investor Relations, Series 24, Investment Banking, Pension Funds, Bonds, Separately Managed..., Bloomberg, Fund Of Funds, Institutional, Structured Finance, ETFs, FINRA, 401k, Financial Markets, Series 65, Structured Products, Institutional..., Private Equity, Valuation, Emerging Markets, Pensions, Financial Modeling, Options, High Net Worth..., Client Service
Education
Bentley University 1974 — 1979
Marketing - Major Finance - Minor
Safeer Syed Safeer Syed's SEI Experience September 2006 - Present
Job Project Manager and Solutions Architect at SEI
Industry Information Technology and Services
Experience
SEI September 2006 - Present
NTT DATA June 2005 - Present
Oracle June 2004 - June 2005
Skillsoft January 2004 - June 2004
Hewlett-Packard January 2003 - January 2004
Concentra May 2001 - December 2003
Sapient June 2000 - May 2001
Aetna November 1997 - June 2000
HCL Consulting Ltd July 1994 - November 1997
Skills
Enterprise Architecture, Business Analysis, Solution Architecture, Java Enterprise Edition, Mobius Products, Software Project..., SDLC, Agile Methodologies, JMS, Websphere, Weblogic, Struts, Oracle, Web Services, EJB, Microsoft SQL Server, SOA, PL/SQL, View Direct, VDRNET, VDRAPI, Sybase, Enterprise Content..., Document Management &..., Software Development, Spring, Integration, Enterprise Software, Java, Data Warehousing, Requirements Analysis, Business Intelligence
Education
Bangalore University 1991 — 1994
MCA, Computer Applications
Bangalore University 1988 — 1990
Bachelor of Science (B.Sc.), Physics, Mathematics & Electronics
Sarvodaya High School 1983 — 1985
High School
SEI September 2006 - Present
NTT DATA June 2005 - Present
Oracle June 2004 - June 2005
Skillsoft January 2004 - June 2004
Hewlett-Packard January 2003 - January 2004
Concentra May 2001 - December 2003
Sapient June 2000 - May 2001
Aetna November 1997 - June 2000
HCL Consulting Ltd July 1994 - November 1997
Skills
Enterprise Architecture, Business Analysis, Solution Architecture, Java Enterprise Edition, Mobius Products, Software Project..., SDLC, Agile Methodologies, JMS, Websphere, Weblogic, Struts, Oracle, Web Services, EJB, Microsoft SQL Server, SOA, PL/SQL, View Direct, VDRNET, VDRAPI, Sybase, Enterprise Content..., Document Management &..., Software Development, Spring, Integration, Enterprise Software, Java, Data Warehousing, Requirements Analysis, Business Intelligence
Education
Bangalore University 1991 — 1994
MCA, Computer Applications
Bangalore University 1988 — 1990
Bachelor of Science (B.Sc.), Physics, Mathematics & Electronics
Sarvodaya High School 1983 — 1985
High School
David Cannaday, PMP David Cannaday, PMP's SEI Experience November 1983 - September 1994
Job Director, PMO and Implementation Services at Unify, Inc.
Industry Telecommunications
Experience
Unify, Inc October 1998 - Present
Intervoice October 1994 - September 1998
SEI November 1983 - September 1994
EDS Group May 1983 - October 1983
Skills
Microsoft Project, Microsoft Office, Speech Recognition, Intervoice IVR, Telecommunications, Employee Benefits, ISO, Financial Management, MS Project, Virtualization, Management, Project Management, VoIP, Security, Cross-functional Team..., Sales Operations, Unified Communications, System Deployment, Troubleshooting, Wireless, SIP, Program Management, Networking, Leadership, Professional Services, IVR, IP, SaaS, Cisco Technologies, Outsourcing, Contact Centers, Data Center, Telephony, Managed Services, Managerial Finance, Call Centers, Pre-sales, Team Leadership, Vendor Management, Project Planning, Business Planning, Customer Satisfaction, Solution Selling, Service Delivery, Cloud Computing
Education
Baylor University - Hankamer School of Business 1979 — 1983
BBA, Computer Science/Managment
Unify, Inc October 1998 - Present
Intervoice October 1994 - September 1998
SEI November 1983 - September 1994
EDS Group May 1983 - October 1983
Skills
Microsoft Project, Microsoft Office, Speech Recognition, Intervoice IVR, Telecommunications, Employee Benefits, ISO, Financial Management, MS Project, Virtualization, Management, Project Management, VoIP, Security, Cross-functional Team..., Sales Operations, Unified Communications, System Deployment, Troubleshooting, Wireless, SIP, Program Management, Networking, Leadership, Professional Services, IVR, IP, SaaS, Cisco Technologies, Outsourcing, Contact Centers, Data Center, Telephony, Managed Services, Managerial Finance, Call Centers, Pre-sales, Team Leadership, Vendor Management, Project Planning, Business Planning, Customer Satisfaction, Solution Selling, Service Delivery, Cloud Computing
Education
Baylor University - Hankamer School of Business 1979 — 1983
BBA, Computer Science/Managment
Alexis Oliver Alexis Oliver's SEI Experience August 2008 - October 2008
Job Workflow at HTH Worldwide
Industry Financial Services
Experience
HTH Worldwide June 2015 - Present
De Lage Landen November 2010 - January 2015
Sapphire Technologies January 2009 - November 2010
SEI August 2008 - October 2008
PNC Investments August 2006 - July 2008
Skills
Oracle E-Business Suite, Microsoft Office, Hyperion Reports, AS400 system, SAP, Research, Accounting
Education
Bloomsburg University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), History
Norristown Area High School 1997 — 2001
Diploma
HTH Worldwide June 2015 - Present
De Lage Landen November 2010 - January 2015
Sapphire Technologies January 2009 - November 2010
SEI August 2008 - October 2008
PNC Investments August 2006 - July 2008
Skills
Oracle E-Business Suite, Microsoft Office, Hyperion Reports, AS400 system, SAP, Research, Accounting
Education
Bloomsburg University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), History
Norristown Area High School 1997 — 2001
Diploma
Mallik Dhupaguntla Mallik Dhupaguntla's SEI Experience June 2007 - September 2010
Job QA Technical Lead at NTT DATA
Industry Information Technology and Services
Experience
NTT DATA Americas February 2006 - Present
CSX October 2010 - Present
SEI June 2007 - September 2010
Capital One February 2006 - April 2007
EDS Technologies May 2005 - January 2006
Vitech Systems Group February 2004 - April 2005
Butler Technical Services May 2001 - December 2003
Skills
QTP, Test Director, LoadRunner, Database Design, Credit Card Processing, Test Automation, Quality Center, Testing, Test Planning, Performance Testing, Quality Assurance, Credit Cards, SDLC, SharePoint, Software Documentation, Test Management, User Acceptance Testing, Visual Studio, Requirements Analysis, Agile Methodologies, SQL, Requirements Gathering, Microsoft SQL Server, Oracle, Business Analysis, System Testing, Integration, Software Project..., HP Quality Center, HP QTP
Education
Acharya Nagarjuna University 1999 — 2001
M.Sc, Computer Science
NTT DATA Americas February 2006 - Present
CSX October 2010 - Present
SEI June 2007 - September 2010
Capital One February 2006 - April 2007
EDS Technologies May 2005 - January 2006
Vitech Systems Group February 2004 - April 2005
Butler Technical Services May 2001 - December 2003
Skills
QTP, Test Director, LoadRunner, Database Design, Credit Card Processing, Test Automation, Quality Center, Testing, Test Planning, Performance Testing, Quality Assurance, Credit Cards, SDLC, SharePoint, Software Documentation, Test Management, User Acceptance Testing, Visual Studio, Requirements Analysis, Agile Methodologies, SQL, Requirements Gathering, Microsoft SQL Server, Oracle, Business Analysis, System Testing, Integration, Software Project..., HP Quality Center, HP QTP
Education
Acharya Nagarjuna University 1999 — 2001
M.Sc, Computer Science
Misbahul Hasan, PMP Misbahul Hasan, PMP's SEI Experience January 2011 - Present
Job Development Manager at SEI
Industry Financial Services
Experience
SEI January 2011 - Present
SEI Investments April 2008 - January 2011
SEI September 2001 - March 2008
Qwest Fusion April 2000 - May 2001
Skills
Financial Reporting, Web Applications..., Web Architecture, SDLC, Software Project..., Business Analysis, Agile Project Management, Requirements Analysis, Requirements Gathering, Agile Methodologies, Full SDLC, PMP, Business Requirements, Data Warehousing, Enterprise Architecture, Waterfall, SharePoint, Vendor Management, Visio, Project Management, PMO, Project Delivery, Data Modeling, User Acceptance Testing
Education
University of Phoenix 2002 — 2004
MBA, Technology Management
Aligarh Muslim University 1987 — 1991
BS, Electrical Engg
SEI January 2011 - Present
SEI Investments April 2008 - January 2011
SEI September 2001 - March 2008
Qwest Fusion April 2000 - May 2001
Skills
Financial Reporting, Web Applications..., Web Architecture, SDLC, Software Project..., Business Analysis, Agile Project Management, Requirements Analysis, Requirements Gathering, Agile Methodologies, Full SDLC, PMP, Business Requirements, Data Warehousing, Enterprise Architecture, Waterfall, SharePoint, Vendor Management, Visio, Project Management, PMO, Project Delivery, Data Modeling, User Acceptance Testing
Education
University of Phoenix 2002 — 2004
MBA, Technology Management
Aligarh Muslim University 1987 — 1991
BS, Electrical Engg
Sarah Yantek Sarah Yantek's SEI Experience August 2005 - 2009
Job
Industry Financial Services
Experience
Lincoln Financial Group May 2015 - Present
Fit Life- East Falls March 2013 - Present
Ascensus March 2013 - March 2015
Ascensus January 2012 - March 2013
Ascensus September 2010 - February 2012
Online Learning Company August 2009 - August 2010
SEI August 2005 - 2009
Skills
Investments, Analysis, Financial Analysis, Business Analysis, Financial Services, Program Management, Process Improvement, Trading, Project Management, Management, Leadership, Risk Management, Financial Modeling, Mutual Funds, Securities, Finance, Hedge Funds, Relationship Management, Equities, Bloomberg, Strategic Planning, Asset Managment, Customer Service, Microsoft Excel, Series 6, Series 63
Education
Arcadia University 2006 — 2008
MBA, International Business
The George Washington University - School of Business 2003 — 2005
BBA, International Business
Lincoln Financial Group May 2015 - Present
Fit Life- East Falls March 2013 - Present
Ascensus March 2013 - March 2015
Ascensus January 2012 - March 2013
Ascensus September 2010 - February 2012
Online Learning Company August 2009 - August 2010
SEI August 2005 - 2009
Skills
Investments, Analysis, Financial Analysis, Business Analysis, Financial Services, Program Management, Process Improvement, Trading, Project Management, Management, Leadership, Risk Management, Financial Modeling, Mutual Funds, Securities, Finance, Hedge Funds, Relationship Management, Equities, Bloomberg, Strategic Planning, Asset Managment, Customer Service, Microsoft Excel, Series 6, Series 63
Education
Arcadia University 2006 — 2008
MBA, International Business
The George Washington University - School of Business 2003 — 2005
BBA, International Business
Sara Byron Sara Byron's SEI Experience July 2013 - Present
Job Senior Financial Operations Analyst at SEI
Industry Financial Services
Experience
SEI July 2013 - Present
Cowles & Connell of NY October 2012 - June 2013
RMI Direct Marketing, Inc. October 2011 - October 2012
Patterson Auto Body May 2010 - October 2011
Berks Visiting Nurse Association September 2009 - January 2010
Albright College August 2007 - May 2009
Hudson Valley United Cerebral Palsy Association 2007 - 2009
Skills
Finance, Financial Operations, Financial Analysis, Data Analysis, Microsoft Excel, Problem Solving, Collaborative Problem..., OnBase, APL, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Publisher, Customer Service, Property & Casualty..., Insurance, Excess & Surplus Lines, Commercial Insurance, General Insurance, Endorsements, Marketing Communications, Marketing, Social Media, Advertising, Online Marketing, Online Advertising, Email Marketing, Office Administration, Database Administration, Fundraising, Nonprofits, Event Management, Newsletters, Digital Marketing, Phone Etiquette, Multi-line Phone, Internet
Education
Louisiana State University 2015 — 2017
Master of Business Administration (MBA)
Albright College 2006 — 2010
Bachelor of Arts, Business Administration
SEI July 2013 - Present
Cowles & Connell of NY October 2012 - June 2013
RMI Direct Marketing, Inc. October 2011 - October 2012
Patterson Auto Body May 2010 - October 2011
Berks Visiting Nurse Association September 2009 - January 2010
Albright College August 2007 - May 2009
Hudson Valley United Cerebral Palsy Association 2007 - 2009
Skills
Finance, Financial Operations, Financial Analysis, Data Analysis, Microsoft Excel, Problem Solving, Collaborative Problem..., OnBase, APL, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Publisher, Customer Service, Property & Casualty..., Insurance, Excess & Surplus Lines, Commercial Insurance, General Insurance, Endorsements, Marketing Communications, Marketing, Social Media, Advertising, Online Marketing, Online Advertising, Email Marketing, Office Administration, Database Administration, Fundraising, Nonprofits, Event Management, Newsletters, Digital Marketing, Phone Etiquette, Multi-line Phone, Internet
Education
Louisiana State University 2015 — 2017
Master of Business Administration (MBA)
Albright College 2006 — 2010
Bachelor of Arts, Business Administration
Colin Shelby Colin Shelby's SEI Experience April 2011 - August 2011
Job Credit Guarantee Analytics Professional at Freddie Mac
Industry Research
Experience
Freddie Mac November 2014 - Present
Federal Housing Finance Agency March 2013 - October 2014
SEI April 2011 - August 2011
RBC February 2008 - August 2008
Skills
Stata, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Mac, Game Theory, Microeconomics, Macroeconomics, Economics, Econometrics, Economic Research, Finance, Financial Analysis, Mathematics, Banking, Statistics, Eviews, SAS, Performance Poetry, Analysis, Research, EViews, Data Analysis, Leadership
Education
Lehigh University 2012 — 2013
Masters of Science, Economics
American University 2005 — 2009
Bachelor of Science, Economics, Finance and Mathematics
Freddie Mac November 2014 - Present
Federal Housing Finance Agency March 2013 - October 2014
SEI April 2011 - August 2011
RBC February 2008 - August 2008
Skills
Stata, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Mac, Game Theory, Microeconomics, Macroeconomics, Economics, Econometrics, Economic Research, Finance, Financial Analysis, Mathematics, Banking, Statistics, Eviews, SAS, Performance Poetry, Analysis, Research, EViews, Data Analysis, Leadership
Education
Lehigh University 2012 — 2013
Masters of Science, Economics
American University 2005 — 2009
Bachelor of Science, Economics, Finance and Mathematics
Adam Fletcher, CIMA®'s SEI Experience December 2005 - December 2008
Job Vice President, National Accounts at BlackRock
Industry Financial Services
Samantha Noonan's SEI Experience July 2014 - March 2015
Job Bookkeeper
Industry Financial Services
Experience
United Hydrogen March 2015 - Present
SEI July 2014 - March 2015
1&1 Internet, Inc. September 2012 - June 2014
Skills
Windows, Web Applications, Sales, Customer Service, Management, Interviews, Social Networking, Microsoft Excel, Customer Satisfaction, Access, Call Centers, Team Leadership, Social Media Marketing
Education
Albright College 2012 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
United Hydrogen March 2015 - Present
SEI July 2014 - March 2015
1&1 Internet, Inc. September 2012 - June 2014
Skills
Windows, Web Applications, Sales, Customer Service, Management, Interviews, Social Networking, Microsoft Excel, Customer Satisfaction, Access, Call Centers, Team Leadership, Social Media Marketing
Education
Albright College 2012 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Patrick Subers's SEI Experience July 2011 - March 2013
Job Accounting Support Analyst
Industry Accounting
Experience
BlackRock April 2013 - Present
SEI July 2011 - March 2013
Wyncote Golf Club May 2010 - July 2011
Outback Company Store February 2006 - August 2008
Skills
Microsoft Office, Microsoft Word, Financial Reporting, PowerPoint, Microsoft Excel, Team Leadership, Accounting, QuickBooks, Business Strategy, Account Reconciliation, Business Planning, Financial Analysis
Education
Albright College 2006 — 2010
Bachelor of Science, Accounting, Business Administration
Bishop Shanahan High Scool 2002 — 2006
BlackRock April 2013 - Present
SEI July 2011 - March 2013
Wyncote Golf Club May 2010 - July 2011
Outback Company Store February 2006 - August 2008
Skills
Microsoft Office, Microsoft Word, Financial Reporting, PowerPoint, Microsoft Excel, Team Leadership, Accounting, QuickBooks, Business Strategy, Account Reconciliation, Business Planning, Financial Analysis
Education
Albright College 2006 — 2010
Bachelor of Science, Accounting, Business Administration
Bishop Shanahan High Scool 2002 — 2006
Derek Caruso's SEI Experience May 2004 - December 2007
Job Divisional Director Private Wealth at PENN Capital Management
Industry Financial Services
Experience
PENN Capital Management October 2014 - Present
Lincoln Financial Distributors October 2011 - May 2014
Lincoln Financial Distributors June 2010 - October 2011
Lincoln Financial Distributors June 2008 - June 2010
Lincoln Financial Distributors December 2007 - June 2008
SEI May 2004 - December 2007
Skills
Series 6, Series 63, Fixed Annuities, Series 7, Retirement, Retirement Planning, Long-term Care, Securities, FINRA, Public Speaking, Separately Managed..., Mutual Funds, Financial Advisory, Investments, Wealth Management, Variable Annuities, Sales, Financial Services, Finance, Asset Management, Asset Allocation, Financial Planning, Insurance
Education
Albright College
Bachelor of Science, Finance and Accounting
PENN Capital Management October 2014 - Present
Lincoln Financial Distributors October 2011 - May 2014
Lincoln Financial Distributors June 2010 - October 2011
Lincoln Financial Distributors June 2008 - June 2010
Lincoln Financial Distributors December 2007 - June 2008
SEI May 2004 - December 2007
Skills
Series 6, Series 63, Fixed Annuities, Series 7, Retirement, Retirement Planning, Long-term Care, Securities, FINRA, Public Speaking, Separately Managed..., Mutual Funds, Financial Advisory, Investments, Wealth Management, Variable Annuities, Sales, Financial Services, Finance, Asset Management, Asset Allocation, Financial Planning, Insurance
Education
Albright College
Bachelor of Science, Finance and Accounting
Scott Saylor's SEI Experience July 2012 - Present
Job Institutional Trust Account Manager at SEI
Industry Financial Services
Experience
SEI July 2012 - Present
SEI November 2007 - July 2012
SEI June 2006 - November 2007
Skills
Risk Management, Root Cause Analysis, Reconciliation, Process Control, Account Reconciliation, Account Management, Financial Analysis, Investments, Mutual Funds, Process Improvement, Asset Management, Securities, Financial Services, Training, Analysis, Bloomberg, Fixed Income, Accounting, Portfolio Management
Education
Albright College 2002 — 2006
Bachelor of Science (B.S.), Finance
SEI July 2012 - Present
SEI November 2007 - July 2012
SEI June 2006 - November 2007
Skills
Risk Management, Root Cause Analysis, Reconciliation, Process Control, Account Reconciliation, Account Management, Financial Analysis, Investments, Mutual Funds, Process Improvement, Asset Management, Securities, Financial Services, Training, Analysis, Bloomberg, Fixed Income, Accounting, Portfolio Management
Education
Albright College 2002 — 2006
Bachelor of Science (B.S.), Finance
Megan Fitzpatrick Megan Fitzpatrick's SEI Experience August 2010 - July 2012
Job
Industry Investment Management
Experience
Parametric February 2014 - April 2015
Northwest Asset Management June 2012 - March 2013
SEI August 2010 - July 2012
LPL Financial October 2009 - July 2010
Ameriprise Financial January 2006 - October 2009
Education
Arizona State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
University of Sydney 2004 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Parametric February 2014 - April 2015
Northwest Asset Management June 2012 - March 2013
SEI August 2010 - July 2012
LPL Financial October 2009 - July 2010
Ameriprise Financial January 2006 - October 2009
Education
Arizona State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
University of Sydney 2004 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Adam Francis Robinson Adam Francis Robinson's SEI Experience April 2012 - July 2012
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
Vanguard April 2013 - May 2014
SEI April 2012 - July 2012
Pfizer July 2007 - October 2010
Workhorse Construction April 2003 - July 2007
Skills
Problem Solving, Time Management, Accounting, Construction, Contractors, Mathematics, Analysis, Series 63, Series 7, Access, Tax Preparation, Management, Budgets, Financial Analysis, Finance, Insurance, Portfolio Management, Customer Service, Microsoft Excel, Microsoft Office
Education
Albright College 2007 — 2012
Bachelor of Science (B.S.), Accounting, 3.3
Vanguard May 2014 - Present
Vanguard April 2013 - May 2014
SEI April 2012 - July 2012
Pfizer July 2007 - October 2010
Workhorse Construction April 2003 - July 2007
Skills
Problem Solving, Time Management, Accounting, Construction, Contractors, Mathematics, Analysis, Series 63, Series 7, Access, Tax Preparation, Management, Budgets, Financial Analysis, Finance, Insurance, Portfolio Management, Customer Service, Microsoft Excel, Microsoft Office
Education
Albright College 2007 — 2012
Bachelor of Science (B.S.), Accounting, 3.3
Ann Lane Ann Lane's SEI Experience 1991 - 1996
Job Training Manager at First Rate, Inc.
Industry Financial Services
Experience
First Rate, Inc. April 2013 - Present
First Rate March 2005 - April 2013
First Rate, Inc March 2005 - March 2010
Fidelity Investments 2000 - 2005
SEI 1991 - 1996
Skills
Access, Account Management, Business Analysis, Customer Service, Data Analysis, Equities, Finance, Financial Analysis, Fixed Income, Investments, MS Project, Marketing Strategy, Microsoft Excel, Microsoft Office, Mutual Funds, New Business Development, PowerPoint, Software Documentation, Team Building, Team Leadership, Training, Strategic Planning
Education
Baylor University 1975 — 1976
M.S., Speech Pathology; Audiology
Harding University 1971 — 1975
B.S., Speech Therapy
First Rate, Inc. April 2013 - Present
First Rate March 2005 - April 2013
First Rate, Inc March 2005 - March 2010
Fidelity Investments 2000 - 2005
SEI 1991 - 1996
Skills
Access, Account Management, Business Analysis, Customer Service, Data Analysis, Equities, Finance, Financial Analysis, Fixed Income, Investments, MS Project, Marketing Strategy, Microsoft Excel, Microsoft Office, Mutual Funds, New Business Development, PowerPoint, Software Documentation, Team Building, Team Leadership, Training, Strategic Planning
Education
Baylor University 1975 — 1976
M.S., Speech Pathology; Audiology
Harding University 1971 — 1975
B.S., Speech Therapy
Dane McCarty Dane McCarty's SEI Experience February 2013 - Present
Job Enterprise CRM Administrator
Industry Information Technology and Services
Experience
SEI February 2013 - Present
DeVry University April 2012 - November 2012
US Navy November 2004 - August 2008
Skills
Game Design, 3D Studio Max, Video Games, Game Development, Programming, Photoshop, C++, Texturing, Microsoft Office, Level Design, Unreal Editor, C, Illustrator, DirectX, Microsoft Dynamics
Education
DeVry University-Pennsylvania 2009 — 2012
BS, Game Simulation Programming
Art Institute of Pittsburgh 2008 — 2009
Bachelor of Arts (B.A.), Game Art & Design
SEI February 2013 - Present
DeVry University April 2012 - November 2012
US Navy November 2004 - August 2008
Skills
Game Design, 3D Studio Max, Video Games, Game Development, Programming, Photoshop, C++, Texturing, Microsoft Office, Level Design, Unreal Editor, C, Illustrator, DirectX, Microsoft Dynamics
Education
DeVry University-Pennsylvania 2009 — 2012
BS, Game Simulation Programming
Art Institute of Pittsburgh 2008 — 2009
Bachelor of Arts (B.A.), Game Art & Design
Robert G. Comitz Robert G. Comitz's SEI Experience 2000 - 2009
Job Senior Account Executive
Industry Telecommunications
Experience
Smart City Telecom September 2011 - Present
Citi July 2010 - September 2011
Walt Disney World June 2009 - July 2010
SEI 2000 - 2009
PNC Bank June 1994 - August 2000
Skills
Customer Service, Account Management, Team Building, Sales Management, Forecasting, Sales, Microsoft Excel, New Business Development, Strategic Planning, Management, Microsoft Office, Marketing Strategy, Relationship Management, Project Management, Business Development
Education
American InterContinental University 2007 — 2009
Masters Degree, Economics, 4.00 GPA
Villanova University 2000 — 2004
Bachelor of Arts (B.A.), Major: Business Administration Minor: English
Smart City Telecom September 2011 - Present
Citi July 2010 - September 2011
Walt Disney World June 2009 - July 2010
SEI 2000 - 2009
PNC Bank June 1994 - August 2000
Skills
Customer Service, Account Management, Team Building, Sales Management, Forecasting, Sales, Microsoft Excel, New Business Development, Strategic Planning, Management, Microsoft Office, Marketing Strategy, Relationship Management, Project Management, Business Development
Education
American InterContinental University 2007 — 2009
Masters Degree, Economics, 4.00 GPA
Villanova University 2000 — 2004
Bachelor of Arts (B.A.), Major: Business Administration Minor: English
Jennifer Schestok-Yasar Jennifer Schestok-Yasar's SEI Experience November 2013 - Present
Job Proofreader/Editor at SEI
Industry Financial Services
Experience
SEI November 2013 - Present
Lincoln Financial Group April 2011 - November 2013
The BOSS Group January 2008 - April 2011
Merion Publications September 2002 - October 2007
KELLY TECHNICAL March 2001 - September 2002
QVC INC June 2000 - March 2001
READING EAGLE/READING TIMES January 2000 - April 2000
Albright College School Newspaper October 1996 - October 1999
Main Line Today June 1998 - August 1998
Earle Palmer Brown June 1997 - August 1997
Skills
proofread, edit, write, Proofreading, Writing, Healthcare, Editing, Newsletters, Direct Mail, Copy Editing, Publications, Content Management, Advertising, Editorial, Media Relations, Social Media, Direct Marketing, Creative Direction, Copywriting, Email Marketing, Marketing Communications, Integrated Marketing, Marketing, Journalism, Magazines, Storytelling, Newspapers, Interviews, Web Content, Publishing, Content Development, Content Strategy, Research, Corporate Communications, AP Style, Strategic Communications, Adobe Acrobat, Social Networking, Internal Communications, Facebook, Marketing Strategy
Education
Albright College 1996 — 2000
B.A., English/Communications
Albright College 1996 — 2000
Bachelor of Arts (B.A.), English/Communications
SEI November 2013 - Present
Lincoln Financial Group April 2011 - November 2013
The BOSS Group January 2008 - April 2011
Merion Publications September 2002 - October 2007
KELLY TECHNICAL March 2001 - September 2002
QVC INC June 2000 - March 2001
READING EAGLE/READING TIMES January 2000 - April 2000
Albright College School Newspaper October 1996 - October 1999
Main Line Today June 1998 - August 1998
Earle Palmer Brown June 1997 - August 1997
Skills
proofread, edit, write, Proofreading, Writing, Healthcare, Editing, Newsletters, Direct Mail, Copy Editing, Publications, Content Management, Advertising, Editorial, Media Relations, Social Media, Direct Marketing, Creative Direction, Copywriting, Email Marketing, Marketing Communications, Integrated Marketing, Marketing, Journalism, Magazines, Storytelling, Newspapers, Interviews, Web Content, Publishing, Content Development, Content Strategy, Research, Corporate Communications, AP Style, Strategic Communications, Adobe Acrobat, Social Networking, Internal Communications, Facebook, Marketing Strategy
Education
Albright College 1996 — 2000
B.A., English/Communications
Albright College 1996 — 2000
Bachelor of Arts (B.A.), English/Communications
Neil O'Connell Neil O'Connell's SEI Experience June 2013 - June 2015
Job at
Industry Computer Software
Experience
eMoney Advisor July 2015 - Present
SEI June 2013 - June 2015
The 21st Century Partnership for STEM Education February 2010 - May 2013
Skills
Java, C#, JavaScript, Spring MVC, SQL, Oracle, Ruby, Ruby on Rails, MySQL
Education
Arizona State University
Bachelor of Science (B.S.), Economics
eMoney Advisor July 2015 - Present
SEI June 2013 - June 2015
The 21st Century Partnership for STEM Education February 2010 - May 2013
Skills
Java, C#, JavaScript, Spring MVC, SQL, Oracle, Ruby, Ruby on Rails, MySQL
Education
Arizona State University
Bachelor of Science (B.S.), Economics
Brian Biehn Brian Biehn's SEI Experience 2012 - June 2015
Job Bank Service and Cost Basis Specialist at SEI
Industry Financial Services
Experience
AmerisourceBergen June 2015 - Present
SEI 2012 - June 2015
SEI May 2009 - January 2012
Skills
Microsoft Excel, Access, SQL, Finance, Mutual Funds, Back Office, Cost Basis Reporting, Bank Reconciliation
Education
Bloomsburg University of Pennsylvania 2006 — 2009
Bachelor's Degree, Finance, General
AmerisourceBergen June 2015 - Present
SEI 2012 - June 2015
SEI May 2009 - January 2012
Skills
Microsoft Excel, Access, SQL, Finance, Mutual Funds, Back Office, Cost Basis Reporting, Bank Reconciliation
Education
Bloomsburg University of Pennsylvania 2006 — 2009
Bachelor's Degree, Finance, General
Colleen M. Berry's SEI Experience 2007 - 2008
Job Experienced Business Strategy, Marketing & Relationship Management Professional
Industry Financial Services
Experience
National Advisors Trust Company, FSB August 2013 - Present
Haverford College January 2009 - July 2013
SEI 2007 - 2008
SEI June 2006 - July 2007
SEI 2003 - 2007
SEI 2001 - 2003
SEI 1998 - 2000
SEI November 1992 - 1997
First Fidelity Bank (merged into Wells Fargo) 1988 - November 1992
Skills
Business Development, Marketing Strategy, Business Relationship..., Business Planning, Business Process..., Market Research, Market Analysis, Strategic Planning, Marketing Communications, Business Strategy..., Solution Development, Team-oriented, Team Building, Project Management, Program Management, Process Improvement, Fundraising, Non-profits, Strategy, Nonprofits, Start-ups, Management, Corporate Branding, Business Strategy, Marketing, Alumni Relations, Annual Giving, Community Outreach, Sales, Team Leadership, Stewardship, CRM, Philanthropy, New Business Development
Education
Arcadia University
Bachelor of Arts, Corporate Communications
National Advisors Trust Company, FSB August 2013 - Present
Haverford College January 2009 - July 2013
SEI 2007 - 2008
SEI June 2006 - July 2007
SEI 2003 - 2007
SEI 2001 - 2003
SEI 1998 - 2000
SEI November 1992 - 1997
First Fidelity Bank (merged into Wells Fargo) 1988 - November 1992
Skills
Business Development, Marketing Strategy, Business Relationship..., Business Planning, Business Process..., Market Research, Market Analysis, Strategic Planning, Marketing Communications, Business Strategy..., Solution Development, Team-oriented, Team Building, Project Management, Program Management, Process Improvement, Fundraising, Non-profits, Strategy, Nonprofits, Start-ups, Management, Corporate Branding, Business Strategy, Marketing, Alumni Relations, Annual Giving, Community Outreach, Sales, Team Leadership, Stewardship, CRM, Philanthropy, New Business Development
Education
Arcadia University
Bachelor of Arts, Corporate Communications
David McVane's SEI Experience July 2011 - October 2014
Job Vice President, Senior Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
SEI July 2011 - October 2014
State Street Bank April 2004 - June 2011
Fisher Investments 2000 - 2004
Back Bay Capital 1997 - 2000
Education
Bentley University 1988 — 1990
MBA
Bryant University 1983 — 1985
BS
Fidelity Investments November 2014 - Present
SEI July 2011 - October 2014
State Street Bank April 2004 - June 2011
Fisher Investments 2000 - 2004
Back Bay Capital 1997 - 2000
Education
Bentley University 1988 — 1990
MBA
Bryant University 1983 — 1985
BS
Vish Durga's SEI Experience 1992 - 1997
Job
Industry Telecommunications
Experience
North Central College February 2013 - Present
Chicago State University August 2012 - Present
Northwestern College September 2010 - Present
Loment August 2010 - Present
DeVry University April 2010 - Present
Alcatel-Lucent March 2007 - March 2010
Alcatel-Lucent April 2004 - May 2007
India Development Coalition of America 2006 - 2007
Lucent Technologies 1997 - 2006
SEI 1992 - 1997
Skills
Telecommunications, Integration, Wireless, Program Management, LTE, Project Management, Software Development, Product Management, IP, Mobile Devices, Systems Engineering, Software Project..., Agile Methodologies, Linux, Java, Software Engineering, Strategic Planning, Unix, C++, Embedded Systems, VoIP, Technology Management, System Architecture
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2002
Executive MBA
University of Hyderabad 1982 — 1987
Ph D
Andhra University 1980 — 1982
MSc
North Central College February 2013 - Present
Chicago State University August 2012 - Present
Northwestern College September 2010 - Present
Loment August 2010 - Present
DeVry University April 2010 - Present
Alcatel-Lucent March 2007 - March 2010
Alcatel-Lucent April 2004 - May 2007
India Development Coalition of America 2006 - 2007
Lucent Technologies 1997 - 2006
SEI 1992 - 1997
Skills
Telecommunications, Integration, Wireless, Program Management, LTE, Project Management, Software Development, Product Management, IP, Mobile Devices, Systems Engineering, Software Project..., Agile Methodologies, Linux, Java, Software Engineering, Strategic Planning, Unix, C++, Embedded Systems, VoIP, Technology Management, System Architecture
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2002
Executive MBA
University of Hyderabad 1982 — 1987
Ph D
Andhra University 1980 — 1982
MSc
Emily Gillispie's SEI Experience 1991 - 1992
Job Project Manager at HPES
Industry Information Technology and Services
Experience
HPES 2013 - Present
Companion Data Services July 2007 - July 2013
Citigroup March 2006 - July 2007
MBNA 1996 - 2004
Fidelity Investments 1995 - 1996
Saskatchewan Telecommunications 1992 - 1995
SEI 1991 - 1992
Lomas & Nettleton; Zales Corporation; National FSI; Haggar Slacks; The Dallas Morning News 1975 - 1991
Skills
JCL, VSAM, COBOL, SDLC, Business Analysis, SharePoint, CICS, Requirements Analysis, DB2, Project Management, Mainframe, Visio, IMS, PMBOK, Program Management, Requirements Gathering, TSO, Data Center, Disaster Recovery, Data Warehousing, Systems Analysis, Troubleshooting, Business Requirements, ITIL, IMS DB/DC
Education
Capella University 2006 — 2008
MS, IT, summa cum laude
American InterContinental University 2004 — 2005
BS, IT, summa cum laude
HPES 2013 - Present
Companion Data Services July 2007 - July 2013
Citigroup March 2006 - July 2007
MBNA 1996 - 2004
Fidelity Investments 1995 - 1996
Saskatchewan Telecommunications 1992 - 1995
SEI 1991 - 1992
Lomas & Nettleton; Zales Corporation; National FSI; Haggar Slacks; The Dallas Morning News 1975 - 1991
Skills
JCL, VSAM, COBOL, SDLC, Business Analysis, SharePoint, CICS, Requirements Analysis, DB2, Project Management, Mainframe, Visio, IMS, PMBOK, Program Management, Requirements Gathering, TSO, Data Center, Disaster Recovery, Data Warehousing, Systems Analysis, Troubleshooting, Business Requirements, ITIL, IMS DB/DC
Education
Capella University 2006 — 2008
MS, IT, summa cum laude
American InterContinental University 2004 — 2005
BS, IT, summa cum laude
Dmitriy Barash's SEI Experience November 2009 - June 2011
Job Sr. Software Engineer at Acurian
Industry Information Technology and Services
Experience
Acurian December 2012 - Present
LiquidHub October 2012 - December 2012
LiquidHub January 2012 - October 2012
LiquidHub April 2011 - January 2012
SEI November 2009 - June 2011
Strategic Systems Solutions February 2003 - December 2009
Deutsche Bank 1998 - 2003
The Vanguard Group June 1997 - May 1998
Skills
Java, J2EE Application..., Spring, Hibernate, iBatis, Struts, Web Services, XML, WebCenter, oracle, Oracle Fusion Middleware, JDeveloper, RAD, WebSphere MQ, Weblogic, Websphere, Oracle, Agile Project Management, Requirements Analysis, Software Development, Agile Methodologies, Enterprise Architecture, Unix, SDLC, Requirements Gathering, Spring Framework, Java Enterprise Edition
Education
LTI 1978 — 1983
Saint Petersburg State Technological University of Plant Polymers 1978 — 1983
DPT Business School
Acurian December 2012 - Present
LiquidHub October 2012 - December 2012
LiquidHub January 2012 - October 2012
LiquidHub April 2011 - January 2012
SEI November 2009 - June 2011
Strategic Systems Solutions February 2003 - December 2009
Deutsche Bank 1998 - 2003
The Vanguard Group June 1997 - May 1998
Skills
Java, J2EE Application..., Spring, Hibernate, iBatis, Struts, Web Services, XML, WebCenter, oracle, Oracle Fusion Middleware, JDeveloper, RAD, WebSphere MQ, Weblogic, Websphere, Oracle, Agile Project Management, Requirements Analysis, Software Development, Agile Methodologies, Enterprise Architecture, Unix, SDLC, Requirements Gathering, Spring Framework, Java Enterprise Edition
Education
LTI 1978 — 1983
Saint Petersburg State Technological University of Plant Polymers 1978 — 1983
DPT Business School
David Offutt's SEI Experience August 1988 - June 1992
Job Experienced IT Executive, General Management
Industry Information Technology and Services
Experience
Deutsche Boerse Systems, Inc. January 2014 - Present
Deutsche Boerse Systems, Inc. April 2009 - December 2013
Deutsche Boerse Systems, Inc. May 2007 - April 2009
Deutsche Boerse Systems, Inc. June 2001 - May 2007
Technology Solutions Company 1997 - 2001
United Insurance Company August 1995 - January 1997
Mercy Center (now Provena) February 1994 - August 1995
Quill Corporation July 1993 - February 1994
Quill Corporation June 1992 - July 1993
SEI August 1988 - June 1992
Skills
Management, Human Resources, Leadership, Team Building, Recruiting, IT Management, Business Strategy, Customer Service, Technical Support, Process Improvement, Customer Relations, Business Process...
Education
Augustana College 1981 — 1986
BA, Business Administration, Psychology, English
Marmion Academy 1978 — 1981
The University of Chicago - Booth School of Business
Certificate, Financial Analysis for Nonfinancial Managers, Certificate
Deutsche Boerse Systems, Inc. January 2014 - Present
Deutsche Boerse Systems, Inc. April 2009 - December 2013
Deutsche Boerse Systems, Inc. May 2007 - April 2009
Deutsche Boerse Systems, Inc. June 2001 - May 2007
Technology Solutions Company 1997 - 2001
United Insurance Company August 1995 - January 1997
Mercy Center (now Provena) February 1994 - August 1995
Quill Corporation July 1993 - February 1994
Quill Corporation June 1992 - July 1993
SEI August 1988 - June 1992
Skills
Management, Human Resources, Leadership, Team Building, Recruiting, IT Management, Business Strategy, Customer Service, Technical Support, Process Improvement, Customer Relations, Business Process...
Education
Augustana College 1981 — 1986
BA, Business Administration, Psychology, English
Marmion Academy 1978 — 1981
The University of Chicago - Booth School of Business
Certificate, Financial Analysis for Nonfinancial Managers, Certificate
Christine Tenney's SEI Experience June 2015 - Present
Job Project Manager at SEI
Industry Banking
Experience
SEI June 2015 - Present
SEI Investments 1999 - Present
SEI 1999 - 2009
CORESTATES BANK 1994 - 1999
Skills
Financial Services, Risk Management, Business Analysis, Banking, Mutual Funds, Portfolio Management, Management, Relationship Management, Vendor Management, Securities, SDLC, Project Management
Education
Albright College 1997 — 1998
SEI June 2015 - Present
SEI Investments 1999 - Present
SEI 1999 - 2009
CORESTATES BANK 1994 - 1999
Skills
Financial Services, Risk Management, Business Analysis, Banking, Mutual Funds, Portfolio Management, Management, Relationship Management, Vendor Management, Securities, SDLC, Project Management
Education
Albright College 1997 — 1998
Sean Saunders's SEI Experience January 2000 - December 2002
Job at Proprietary Trader and Non Profit Volunteer
Industry Nonprofit Organization Management
Experience
Proprietary Trader and Non-Profit Volunteer January 2011 - Present
American Helicopter Museum & Education Center August 2007 - January 2011
Cherster County Women 2011 - 2011
Boy Scouts of America 2004 - 2011
Chester County Council on Addidtive Diseases 2008 - 2009
Great Valley Partnership for Healthy Youth 2007 - 2008
The Second Mile September 2005 - August 2007
SEI January 2000 - December 2002
SS & C Technologies, Inc. 1997 - 1999
Skills
Program Development, Management, Fundraising, Board Development, Analysis, Public Speaking, Event Management, Teaching, Grant Writing, Non-profits, Small Business, Event Planning, Non-profit..., Social Media Marketing, Budgets, Volunteer Management, PowerPoint, Leadership, Customer Service, Access, Marketing, Time Management, Training, Microsoft Office, Grants, Microsoft Word, Social Networking, Community Development, Youth Development, Leadership Development, Nonprofits, Team Leadership, Microsoft Excel, Philanthropy, Project Management, Social Media, Staff Development, Team Building
Education
Adelphi University 1977 — 1981
BBA, Accounting
Chester County Leadership Connection
Paul D, Schreiber High School
Proprietary Trader and Non-Profit Volunteer January 2011 - Present
American Helicopter Museum & Education Center August 2007 - January 2011
Cherster County Women 2011 - 2011
Boy Scouts of America 2004 - 2011
Chester County Council on Addidtive Diseases 2008 - 2009
Great Valley Partnership for Healthy Youth 2007 - 2008
The Second Mile September 2005 - August 2007
SEI January 2000 - December 2002
SS & C Technologies, Inc. 1997 - 1999
Skills
Program Development, Management, Fundraising, Board Development, Analysis, Public Speaking, Event Management, Teaching, Grant Writing, Non-profits, Small Business, Event Planning, Non-profit..., Social Media Marketing, Budgets, Volunteer Management, PowerPoint, Leadership, Customer Service, Access, Marketing, Time Management, Training, Microsoft Office, Grants, Microsoft Word, Social Networking, Community Development, Youth Development, Leadership Development, Nonprofits, Team Leadership, Microsoft Excel, Philanthropy, Project Management, Social Media, Staff Development, Team Building
Education
Adelphi University 1977 — 1981
BBA, Accounting
Chester County Leadership Connection
Paul D, Schreiber High School
Elavarasu Arumugham's SEI Experience 1999 - 2002
Job CFO at URC Infotec Pvt Ltd
Industry Pharmaceuticals
Experience
URC Infotec Pvt Ltd September 2010 - Present
AGN 2003 - 2007
SEI 1999 - 2002
HCL 1994 - 1996
Education
Bharathiar University
URC Infotec Pvt Ltd September 2010 - Present
AGN 2003 - 2007
SEI 1999 - 2002
HCL 1994 - 1996
Education
Bharathiar University
John Diederich's SEI Experience 1998 - 2009
Job Director of Investment Strategy
Industry Investment Management
Experience
Dock Street Capital LLC 2010 - Present
SEI 1998 - 2009
Education
Babson College 1994 — 1998
Bachelor of Science (B.S.) with honors
Dock Street Capital LLC 2010 - Present
SEI 1998 - 2009
Education
Babson College 1994 — 1998
Bachelor of Science (B.S.) with honors
Robert Heigl's SEI Experience December 2014 - Present
Job Scrum Master & IT Project Manager
Industry Financial Services
Experience
SEI December 2014 - Present
Capital One March 2014 - November 2014
QVC January 2008 - March 2014
QVC May 2006 - December 2008
Beth Israel Medical Center January 2000 - October 2000
Columbia University Medical Center May 1995 - January 2000
U.S. Coast Guard September 1988 - May 1995
Skills
Agile Project Management, Certified Scrum Master..., Fiscal Management, Waterfall, Application Development, Software Project..., Mobile Applications, Mobile Technology, Mobile Internet, Mobile Solutions, iOS development, Android Development, Project Finance, IBM Websphere Commerce, Vendor Management, Manage Client..., Staff Development, Staff Management, Mobile Devices, Software Development, Web Applications, Agile Methodologies, Business Process, E-commerce, Integration, Software Documentation, Testing, CRM, Business Analysis, SDLC, Scrum, Management
Education
Pennsylvania State University-Great Valley Graduate Center 2005 — 2007
MSIS, Information Science
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Computer Information Systems
SEI December 2014 - Present
Capital One March 2014 - November 2014
QVC January 2008 - March 2014
QVC May 2006 - December 2008
Beth Israel Medical Center January 2000 - October 2000
Columbia University Medical Center May 1995 - January 2000
U.S. Coast Guard September 1988 - May 1995
Skills
Agile Project Management, Certified Scrum Master..., Fiscal Management, Waterfall, Application Development, Software Project..., Mobile Applications, Mobile Technology, Mobile Internet, Mobile Solutions, iOS development, Android Development, Project Finance, IBM Websphere Commerce, Vendor Management, Manage Client..., Staff Development, Staff Management, Mobile Devices, Software Development, Web Applications, Agile Methodologies, Business Process, E-commerce, Integration, Software Documentation, Testing, CRM, Business Analysis, SDLC, Scrum, Management
Education
Pennsylvania State University-Great Valley Graduate Center 2005 — 2007
MSIS, Information Science
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Computer Information Systems
Krishna Kurup's SEI Experience 1994 - 1997
Job President/CEO, Bizzflo
Industry Computer Software
Experience
Bizzflo January 2012 - Present
CVM Solutions 2002 - 2010
SEI 1994 - 1997
Skills
SaaS, Cloud Computing, Software Project..., Business Analysis, Business Intelligence, Enterprise Software, Strategic Planning, Business Strategy, Analytics, Product Management, Master Data Management, SDLC, Integration, Entrepreneurship, Product Strategies, Product Evolution, Solution Selling, Start-ups, Professional Services, Strategy, CRM, Vendor Management, Requirements Analysis, Management, Lead Generation
Education
University of Oklahoma 1991 — 1993
Anna University
Grasim VidyaMandir
Bizzflo January 2012 - Present
CVM Solutions 2002 - 2010
SEI 1994 - 1997
Skills
SaaS, Cloud Computing, Software Project..., Business Analysis, Business Intelligence, Enterprise Software, Strategic Planning, Business Strategy, Analytics, Product Management, Master Data Management, SDLC, Integration, Entrepreneurship, Product Strategies, Product Evolution, Solution Selling, Start-ups, Professional Services, Strategy, CRM, Vendor Management, Requirements Analysis, Management, Lead Generation
Education
University of Oklahoma 1991 — 1993
Anna University
Grasim VidyaMandir
Robert Comitz's SEI Experience Internal Account ExecutiveSEI Investments1999 - Present
Job Internal Account Executive at SEI
Industry Financial Services
Experience
SEI Internal Account ExecutiveSEI Investments1999 - Present
Education
American InterContinental University 2008 — 2009
Undergraduate
Villanova University 2000 — 2004
Finance
SEI Internal Account ExecutiveSEI Investments1999 - Present
Education
American InterContinental University 2008 — 2009
Undergraduate
Villanova University 2000 — 2004
Finance
Joe Grey's SEI Experience 2003 - 2008
Job Accounting & Finance Analyst II at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. January 2015 - Present
Vanguard February 2014 - January 2015
BNY Mellon May 2011 - September 2013
BNP Paribas 2008 - June 2011
SEI 2003 - 2008
Skills
Equities, Middle Office, Fixed Income, Mutual Funds, Investments, Asset Management, Bloomberg, Financial Services, Derivatives, Hedge Funds, Securities, Banking, Alternative Investments, Financial Markets, Corporate Actions
Education
Alvernia University 1997 — 2002
Bachelor of Arts (B.A.), Accounting
Alvernia University 1997 — 2002
BS in Accounting, Accounting
Santander Bank, N.A. January 2015 - Present
Vanguard February 2014 - January 2015
BNY Mellon May 2011 - September 2013
BNP Paribas 2008 - June 2011
SEI 2003 - 2008
Skills
Equities, Middle Office, Fixed Income, Mutual Funds, Investments, Asset Management, Bloomberg, Financial Services, Derivatives, Hedge Funds, Securities, Banking, Alternative Investments, Financial Markets, Corporate Actions
Education
Alvernia University 1997 — 2002
Bachelor of Arts (B.A.), Accounting
Alvernia University 1997 — 2002
BS in Accounting, Accounting
Brian Scavuzzo's SEI Experience 1995 - 1996
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2013 - Present
Morgan Stanley Investment Management January 2007 - December 2012
Morgan Stanley Investment Management October 2001 - December 2006
Comshare 1998 - 2001
First Union National Bank 1996 - 1998
SEI 1995 - 1996
Vanguard 1993 - 1995
Skills
Financial Systems, Team Leadership, Business Analysis, Process Improvement, Requirements Gathering, Software Project..., Problem Solving, Project Planning, Business Strategy, Presentations, Cross-functional Team..., Program Management, Business Process, Financial Services, Investment Management, Asset Management, Business Process..., Trading, Portfolio Management, Management, Fixed Income, Bloomberg, Equities, Analysis, Project Management, Analytics, PMP, Mutual Funds, Leadership, Middle Office, Investments, Vendor Management, Derivatives, Finance
Education
Saint Joseph's University 1995 — 1998
MBA, Finance Concentration
Albright College 1989 — 1993
B.S., Finance
Morgan Stanley Investment Management January 2013 - Present
Morgan Stanley Investment Management January 2007 - December 2012
Morgan Stanley Investment Management October 2001 - December 2006
Comshare 1998 - 2001
First Union National Bank 1996 - 1998
SEI 1995 - 1996
Vanguard 1993 - 1995
Skills
Financial Systems, Team Leadership, Business Analysis, Process Improvement, Requirements Gathering, Software Project..., Problem Solving, Project Planning, Business Strategy, Presentations, Cross-functional Team..., Program Management, Business Process, Financial Services, Investment Management, Asset Management, Business Process..., Trading, Portfolio Management, Management, Fixed Income, Bloomberg, Equities, Analysis, Project Management, Analytics, PMP, Mutual Funds, Leadership, Middle Office, Investments, Vendor Management, Derivatives, Finance
Education
Saint Joseph's University 1995 — 1998
MBA, Finance Concentration
Albright College 1989 — 1993
B.S., Finance
Deepak Bhardwaj's SEI Experience April 2014 - Present
Job Platform Delivery Manager at SEI
Industry Insurance
Experience
SEI April 2014 - Present
Independence Blue Cross September 2012 - April 2014
SEI May 2005 - September 2012
NIIT Technologies Ltd August 2000 - September 2012
SolutionHut Pvt. Ltd April 1999 - August 2000
Geosoft Technologies Ltd. April 1998 - April 1999
Netcome Systems and Software Pvt. Ltd. November 1996 - April 1998
DATAMAN INFOSYSTEMS PVT. LTD. October 1994 - November 1996
Skills
SDLC, Offshoring, Software Project..., Integration, Global Delivery, Requirements Analysis, Cross-functional Team..., Project Management, Program Management, Solution Architecture, Business Analysis, Enterprise Architecture, SOA
Education
Babasaheb Bhimrao Ambedkar University 1990 — 1994
BE, Electronics
Marathwada Institute of Technology 1990 — 1994
BE, Electronics
SEI April 2014 - Present
Independence Blue Cross September 2012 - April 2014
SEI May 2005 - September 2012
NIIT Technologies Ltd August 2000 - September 2012
SolutionHut Pvt. Ltd April 1999 - August 2000
Geosoft Technologies Ltd. April 1998 - April 1999
Netcome Systems and Software Pvt. Ltd. November 1996 - April 1998
DATAMAN INFOSYSTEMS PVT. LTD. October 1994 - November 1996
Skills
SDLC, Offshoring, Software Project..., Integration, Global Delivery, Requirements Analysis, Cross-functional Team..., Project Management, Program Management, Solution Architecture, Business Analysis, Enterprise Architecture, SOA
Education
Babasaheb Bhimrao Ambedkar University 1990 — 1994
BE, Electronics
Marathwada Institute of Technology 1990 — 1994
BE, Electronics
Linda Kerr's SEI Experience Solution ManagerSEI Investments1979 - Present
Job Product Management at SEI
Industry Financial Services
Experience
SEI Solution ManagerSEI Investments1979 - Present
Skills
Strategy, Business Process..., Financial Services, Mutual Funds, Asset Management, Asset Managment, Portfolio Management, Strategic Planning, Management, Leadership, Securities, Vendor Management, Business Relationship...
Education
Bates College 1973 — 1977
SEI Solution ManagerSEI Investments1979 - Present
Skills
Strategy, Business Process..., Financial Services, Mutual Funds, Asset Management, Asset Managment, Portfolio Management, Strategic Planning, Management, Leadership, Securities, Vendor Management, Business Relationship...
Education
Bates College 1973 — 1977
Hugh Robinson's SEI Experience 1986 - 1987
Job System Software Developer
Industry Information Technology and Services
Experience
In Search of Higher Meaning March 2015 - Present
Stanford University November 2012 - March 2015
Tufts University February 2009 - November 2012
Pearson Education November 2005 - January 2009
Co-nect 2001 - 2005
FairMarket 1999 - 2001
JPMorgan Chase 1988 - 1999
BayBanks 1987 - 1988
SEI 1986 - 1987
McCormack & Dodge 1983 - 1986
Skills
HTML5, JavaScript, CSS, Angular, Chrome Book, JSON, XML, jQuery, Java, J2EE, JSP, Servlets, Struts, Apache, Tomcat, JBoss, Weblogic, JDBC, SQL, Oracle, MySQL, GIT, Mecurial, Subversion, Eclipse, PHP, XAMPP, C++, C, Mobile Internet, Confluence, JIRA, Drupal
Education
Bentley University
MS, Computer Information Systems
Institute of Transpersonal Psychology
MA, Transpersonal Psychology
Monterey Institute of International Studies
Language immersion program, Spanish
Pomona College
BA, Psychology
University of Alabama
MA Education, Supervision and Curriculum Development
In Search of Higher Meaning March 2015 - Present
Stanford University November 2012 - March 2015
Tufts University February 2009 - November 2012
Pearson Education November 2005 - January 2009
Co-nect 2001 - 2005
FairMarket 1999 - 2001
JPMorgan Chase 1988 - 1999
BayBanks 1987 - 1988
SEI 1986 - 1987
McCormack & Dodge 1983 - 1986
Skills
HTML5, JavaScript, CSS, Angular, Chrome Book, JSON, XML, jQuery, Java, J2EE, JSP, Servlets, Struts, Apache, Tomcat, JBoss, Weblogic, JDBC, SQL, Oracle, MySQL, GIT, Mecurial, Subversion, Eclipse, PHP, XAMPP, C++, C, Mobile Internet, Confluence, JIRA, Drupal
Education
Bentley University
MS, Computer Information Systems
Institute of Transpersonal Psychology
MA, Transpersonal Psychology
Monterey Institute of International Studies
Language immersion program, Spanish
Pomona College
BA, Psychology
University of Alabama
MA Education, Supervision and Curriculum Development
Abhishek Chakravarty's SEI Experience September 2006 - June 2012
Job Data Architecture
Industry Information Technology and Services
Experience
Travelers July 2012 - Present
SEI September 2006 - June 2012
SEI October 2004 - August 2006
Apple March 2004 - September 2004
Tower Insurance July 2001 - February 2004
BNY Mellon March 2001 - June 2001
Skills
Informatica, PL/SQL, SDLC, Unix Shell Scripting, Data Modeling, ETL, Requirements Analysis, Data Warehousing, DB2, Oracle, Data Integration, SQL, Enterprise Architecture, SOA, Solution Architecture, Data Governance, Requirements Gathering, Business Objects, Databases
Education
Bangalore University 1996 — 2000
Bachelor of Engineering (BE)
Travelers July 2012 - Present
SEI September 2006 - June 2012
SEI October 2004 - August 2006
Apple March 2004 - September 2004
Tower Insurance July 2001 - February 2004
BNY Mellon March 2001 - June 2001
Skills
Informatica, PL/SQL, SDLC, Unix Shell Scripting, Data Modeling, ETL, Requirements Analysis, Data Warehousing, DB2, Oracle, Data Integration, SQL, Enterprise Architecture, SOA, Solution Architecture, Data Governance, Requirements Gathering, Business Objects, Databases
Education
Bangalore University 1996 — 2000
Bachelor of Engineering (BE)
Maria Marks's SEI Experience February 1991 - May 1994
Job HighEnergy, Experienced, Project Manager/Business Analyst, Proficient in Managing CrossFunctional Teams.
Industry Hospital & Health Care
Experience
Molina Healthcare September 2009 - Present
Accredo Health January 2009 - September 2009
Sedgwick CMS August 2008 - December 2008
AmeriHealth Administrators October 2007 - July 2008
Merck December 2000 - October 2007
Merck April 1996 - November 2000
Bristol-Myers Squibb May 1994 - March 1996
SEI February 1991 - May 1994
Skills
SDLC, Requirements Elicitation, Business Requirements, Business Process...
Education
Arcadia University 1991 — 1996
MA, Education, Secondary Math Certification
Stockton University 1981 — 1983
BA, Mathematics, Computer Science
Little Flower 1973 — 1977
High School
Molina Healthcare September 2009 - Present
Accredo Health January 2009 - September 2009
Sedgwick CMS August 2008 - December 2008
AmeriHealth Administrators October 2007 - July 2008
Merck December 2000 - October 2007
Merck April 1996 - November 2000
Bristol-Myers Squibb May 1994 - March 1996
SEI February 1991 - May 1994
Skills
SDLC, Requirements Elicitation, Business Requirements, Business Process...
Education
Arcadia University 1991 — 1996
MA, Education, Secondary Math Certification
Stockton University 1981 — 1983
BA, Mathematics, Computer Science
Little Flower 1973 — 1977
High School
Anne Bechtel's SEI Experience December 2013 - Present
Job Manager at SEI
Industry Financial Services
Experience
SEI December 2013 - Present
SEI 2009 - December 2013
SEI Investments December 2006 - May 2009
SEI Investments May 2006 - December 2006
Iron Mountain 2005 - 2006
Iron Mountain 2003 - 2005
Skills
Software Documentation, Accounts Receivable, Accounts Payable, Auditing, Training, Internal Controls, Business Process, Invoicing, Financial Statements, Team Leadership, Credit, Bank Reconciliation, Portfolio Management, Journal Entries, Databases, Oracle, Customer Service, Customer Satisfaction, Payments, Disaster Recovery
Education
Alvernia University 1999 — 2002
BA, Business Management
Lansdale School of Business 1997 — 1999
Associate's degree, Business Administration
SEI December 2013 - Present
SEI 2009 - December 2013
SEI Investments December 2006 - May 2009
SEI Investments May 2006 - December 2006
Iron Mountain 2005 - 2006
Iron Mountain 2003 - 2005
Skills
Software Documentation, Accounts Receivable, Accounts Payable, Auditing, Training, Internal Controls, Business Process, Invoicing, Financial Statements, Team Leadership, Credit, Bank Reconciliation, Portfolio Management, Journal Entries, Databases, Oracle, Customer Service, Customer Satisfaction, Payments, Disaster Recovery
Education
Alvernia University 1999 — 2002
BA, Business Management
Lansdale School of Business 1997 — 1999
Associate's degree, Business Administration
Punam Sharma's SEI Experience February 2015 - Present
Job Senior Application Delivery Manager
Industry Information Technology and Services
Experience
SEI February 2015 - Present
SEI Investments November 2008 - Present
Tata Consultancy Services May 1995 - October 2008
Skills
Project Management, Business Analysis, Requirements Analysis, Business Requirements, SDLC, Software Project..., Program Management, Agile Methodologies, Requirements Gathering, Solution Architecture, Vendor Management, Enterprise Architecture, Project Portfolio..., IT Strategy
Education
Birla Institute of Technology 1990 — 1994
Bachelor of Engineering, Electronics and Communications
SEI February 2015 - Present
SEI Investments November 2008 - Present
Tata Consultancy Services May 1995 - October 2008
Skills
Project Management, Business Analysis, Requirements Analysis, Business Requirements, SDLC, Software Project..., Program Management, Agile Methodologies, Requirements Gathering, Solution Architecture, Vendor Management, Enterprise Architecture, Project Portfolio..., IT Strategy
Education
Birla Institute of Technology 1990 — 1994
Bachelor of Engineering, Electronics and Communications
Muthukrishnan Shanmugavelu's SEI Experience July 2013 - Present
Job Technical Lead at SEI
Industry Computer Software
Experience
SEI July 2013 - Present
BNP Paribas Prime Brokerage September 2010 - July 2013
Sirius Satellite Radio March 2010 - September 2010
Dow Jones September 2008 - March 2010
Merck September 2007 - August 2008
SEI September 2006 - August 2007
National Computer Systems May 2005 - August 2006
Capgemini 2004 - 2005
Vertex Systems Ltd January 2000 - December 2003
Skills
Hibernate, Spring, J2EE, Weblogic, Java Enterprise Edition, GWT, Perl Script, Sybase, Autosys, Core Java, Java Concurrency, Prime Brokerage, CXF, UML, Finance, XML, Tomcat 5, JBoss Application Server
Education
Bharathidasan University 1998 — 2001
M.C.A, Computer Application
Bharathidasan University 1996 — 1998
M.Sc, Physics
SEI July 2013 - Present
BNP Paribas Prime Brokerage September 2010 - July 2013
Sirius Satellite Radio March 2010 - September 2010
Dow Jones September 2008 - March 2010
Merck September 2007 - August 2008
SEI September 2006 - August 2007
National Computer Systems May 2005 - August 2006
Capgemini 2004 - 2005
Vertex Systems Ltd January 2000 - December 2003
Skills
Hibernate, Spring, J2EE, Weblogic, Java Enterprise Edition, GWT, Perl Script, Sybase, Autosys, Core Java, Java Concurrency, Prime Brokerage, CXF, UML, Finance, XML, Tomcat 5, JBoss Application Server
Education
Bharathidasan University 1998 — 2001
M.C.A, Computer Application
Bharathidasan University 1996 — 1998
M.Sc, Physics
Brent Vasher's SEI Experience 2008 - Present
Job Attorney at SEI Investments
Industry Financial Services
Experience
SEI 2008 - Present
Law Office of Lloyd Z. Remick/Zane Management, Inc. December 2006 - March 2008
Skills
Securities, Alternative Investments, Hedge Funds, Investments, Asset Management, Financial Services, Equities, Due Diligence, Legal Research, Wealth Management, Private Equity, Legal Writing, ETFs, Investment Management
Education
Widener University School of Law 2004 — 2007
JD
Albion College 2000 — 2004
Bachelor of Arts (B.A.), Economics and Philosophy
SEI 2008 - Present
Law Office of Lloyd Z. Remick/Zane Management, Inc. December 2006 - March 2008
Skills
Securities, Alternative Investments, Hedge Funds, Investments, Asset Management, Financial Services, Equities, Due Diligence, Legal Research, Wealth Management, Private Equity, Legal Writing, ETFs, Investment Management
Education
Widener University School of Law 2004 — 2007
JD
Albion College 2000 — 2004
Bachelor of Arts (B.A.), Economics and Philosophy
Ryan Vaszily's SEI Experience 2005 - 2008
Job Server Analyst at Harleysville Insurance
Industry Information Technology and Services
Experience
Harleysville Insurance December 2011 - Present
Harleysville Insurance January 2008 - December 2011
SEI 2005 - 2008
Canon Technology Solutions June 2000 - December 2007
Skills
Windows 7, Hardware, Printers, Servers, SCOM, VMware, Windows Server, XP, Computer Hardware, ITIL, Operating Systems, Windows XP, Technical Support, DNS, IT Operations, Laptops, Software Installation
Education
Albright College 2006 — 2008
B.S., Information Systems
Harleysville Insurance December 2011 - Present
Harleysville Insurance January 2008 - December 2011
SEI 2005 - 2008
Canon Technology Solutions June 2000 - December 2007
Skills
Windows 7, Hardware, Printers, Servers, SCOM, VMware, Windows Server, XP, Computer Hardware, ITIL, Operating Systems, Windows XP, Technical Support, DNS, IT Operations, Laptops, Software Installation
Education
Albright College 2006 — 2008
B.S., Information Systems
S. Elana Churchill's SEI Experience 1991 - 1997
Job Human Resources Professional
Industry Human Resources
Experience
SEI Investments November 1997 - February 2009
SEI 1991 - 1997
Skills
Training, Human Resources
Education
Arkansas Tech University 1967 — 1971
BS, Education
SEI Investments November 1997 - February 2009
SEI 1991 - 1997
Skills
Training, Human Resources
Education
Arkansas Tech University 1967 — 1971
BS, Education
Craig Stolpestad's SEI Experience 2003 - 2007
Job Business Development Manager
Industry Consumer Services
Experience
Element Materials Technology June 2008 - Present
FAMILIA USA 1989 - 2009
Stork Materials Technology January 2004 - June 2007
SEI 2003 - 2007
St. Lawrence Steel 1989 - 1996
Vermillion Community College 1981 - 1983
Education
Bemidji State University 1972 — 1980
BS, Aviation / Business
Element Materials Technology June 2008 - Present
FAMILIA USA 1989 - 2009
Stork Materials Technology January 2004 - June 2007
SEI 2003 - 2007
St. Lawrence Steel 1989 - 1996
Vermillion Community College 1981 - 1983
Education
Bemidji State University 1972 — 1980
BS, Aviation / Business
Janet Yanushefski's SEI Experience 1983 - Present
Job Platform Manager at SEI
Industry Financial Services
Experience
SEI 1983 - Present
Unisys 1978 - 1983
Skills
Business Analysis, Software Project..., SDLC, SOA, Requirements Analysis
Education
Villanova University 1978 — 1983
MS, Computer Science
Albright College 1973 — 1977
SEI 1983 - Present
Unisys 1978 - 1983
Skills
Business Analysis, Software Project..., SDLC, SOA, Requirements Analysis
Education
Villanova University 1978 — 1983
MS, Computer Science
Albright College 1973 — 1977
Roc Cristel's SEI Experience June 2000 - December 2000
Job Where have all the great work ethics gone?
Industry Construction
Experience
Helac Corporation September 2013 - Present
Bates Technical College February 2011 - July 2012
Remco Deacon September 2005 - December 2010
Advantage Products February 2004 - February 2005
Stellar Structures, LLC June 2001 - November 2003
T. Bailey, Inc March 2001 - May 2001
SEI June 2000 - December 2000
Kaiser Aluminum February 2000 - June 2000
Helac Corp July 1995 - July 1999
Skills
Metal Fabrication, MIG welding, Blueprint Reading, MIG Welding, Steel, Welding, Construction, Construction Safety, Hydraulics, SMAW, Steel Structures
Education
Bates Technical College 2011 — 2012
Associate's degree in Fire Science, Fire Service
Construction Industry Training Council 2005 — 2009
State Certified Journeyman Carpernter, Carpentry/Carpenter
Green River Community College 1996 — 1998
Welding Technology/Welder
Helac Corporation September 2013 - Present
Bates Technical College February 2011 - July 2012
Remco Deacon September 2005 - December 2010
Advantage Products February 2004 - February 2005
Stellar Structures, LLC June 2001 - November 2003
T. Bailey, Inc March 2001 - May 2001
SEI June 2000 - December 2000
Kaiser Aluminum February 2000 - June 2000
Helac Corp July 1995 - July 1999
Skills
Metal Fabrication, MIG welding, Blueprint Reading, MIG Welding, Steel, Welding, Construction, Construction Safety, Hydraulics, SMAW, Steel Structures
Education
Bates Technical College 2011 — 2012
Associate's degree in Fire Science, Fire Service
Construction Industry Training Council 2005 — 2009
State Certified Journeyman Carpernter, Carpentry/Carpenter
Green River Community College 1996 — 1998
Welding Technology/Welder
Hersh Virk's SEI Experience June 2011 - October 2011
Job Senior Business Analyst at The Children's Hospital of Philadelphia
Industry Computer Software
Experience
The Children's Hospital of Philadelphia October 2011 - Present
SEI June 2011 - October 2011
BarclaycardUS June 2010 - June 2011
WaMu/CHASE September 2007 - May 2010
Wells Fargo March 2005 - September 2007
Progressive Insurance August 2002 - March 2005
Skills
Quality Assurance, SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Visio, Business Requirements, Process Improvement, Vendor Management, User Acceptance Testing, Business Intelligence, Software Project..., Data Modeling, Quality Center
Education
Bemidji State University 1999 — 2002
BSc, Finance
The Children's Hospital of Philadelphia October 2011 - Present
SEI June 2011 - October 2011
BarclaycardUS June 2010 - June 2011
WaMu/CHASE September 2007 - May 2010
Wells Fargo March 2005 - September 2007
Progressive Insurance August 2002 - March 2005
Skills
Quality Assurance, SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Visio, Business Requirements, Process Improvement, Vendor Management, User Acceptance Testing, Business Intelligence, Software Project..., Data Modeling, Quality Center
Education
Bemidji State University 1999 — 2002
BSc, Finance
Sundaraman Sooriyanarayanan's SEI Experience October 2013 - Present
Job Sr. Java/Web Developer at SEI
Industry Computer Software
Experience
SEI October 2013 - Present
Nielsen February 2012 - September 2013
Tata Consultancy Services March 2007 - January 2012
Skills
Java, JavaScript, OOAD, Java Enterprise Edition, EJB, JPA, Spring, Web Applications, Ext JS, HTML 5, jQuery, SOA, JSP, Servlets, Struts, JDBC, SQL, Weblogic, CSS, LESS, Git
Education
Anna University 2002 — 2006
Bachelor of Engineering (BEng), Electrical & Electronics
SEI October 2013 - Present
Nielsen February 2012 - September 2013
Tata Consultancy Services March 2007 - January 2012
Skills
Java, JavaScript, OOAD, Java Enterprise Edition, EJB, JPA, Spring, Web Applications, Ext JS, HTML 5, jQuery, SOA, JSP, Servlets, Struts, JDBC, SQL, Weblogic, CSS, LESS, Git
Education
Anna University 2002 — 2006
Bachelor of Engineering (BEng), Electrical & Electronics
Patricia Shenk's SEI Experience March 2013 - Present
Job Governance Specialist at SEI
Industry Financial Services
Experience
SEI March 2013 - Present
SEI July 2007 - March 2013
SEI September 2000 - July 2007
SEI April 1997 - September 2000
Meridian Asset Management April 1994 - April 1997
Skills
Process Engineering, Customer Relations, Process Improvement, Team Building, Executive Coaching, Coaching, Team Coordination, Organizational Diagnosis, Organizational..., Organizational Behavior, Mentoring, Analysis, Change Management, Organizational Dynamics
Education
University of Pennsylvania 2010 — 2013
Masters, Organizational Dynamics
Albright College 1995 — 2001
Bachelors, Business Administration/Finance
SEI March 2013 - Present
SEI July 2007 - March 2013
SEI September 2000 - July 2007
SEI April 1997 - September 2000
Meridian Asset Management April 1994 - April 1997
Skills
Process Engineering, Customer Relations, Process Improvement, Team Building, Executive Coaching, Coaching, Team Coordination, Organizational Diagnosis, Organizational..., Organizational Behavior, Mentoring, Analysis, Change Management, Organizational Dynamics
Education
University of Pennsylvania 2010 — 2013
Masters, Organizational Dynamics
Albright College 1995 — 2001
Bachelors, Business Administration/Finance
Brent Myers's SEI Experience August 2013 - December 2013
Job Corporate Trust Services Manager
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
SEI August 2013 - December 2013
Brown Advisory January 2011 - April 2013
Brown Advisory July 2008 - January 2011
Wachovia Securities January 2008 - June 2008
Morgan Stanley Smith Barney January 2005 - January 2008
Wachovia Securities October 2001 - December 2004
Skills
Customer Service, Equities, Asset Management, Leadership, Asset Allocation, Back Office, Mutual Funds, Program Management, Management, Alternative Investments, Trading
Education
Averett University 2002 — 2004
MBA, Business
Averett University 2000 — 2002
BA, Business
Old Dominion University
William & Mary
Wells Fargo January 2014 - Present
SEI August 2013 - December 2013
Brown Advisory January 2011 - April 2013
Brown Advisory July 2008 - January 2011
Wachovia Securities January 2008 - June 2008
Morgan Stanley Smith Barney January 2005 - January 2008
Wachovia Securities October 2001 - December 2004
Skills
Customer Service, Equities, Asset Management, Leadership, Asset Allocation, Back Office, Mutual Funds, Program Management, Management, Alternative Investments, Trading
Education
Averett University 2002 — 2004
MBA, Business
Averett University 2000 — 2002
BA, Business
Old Dominion University
William & Mary
Damien Fisher's SEI Experience 2010 - Present
Job Risk Management at SEI Investments
Industry Financial Services
Experience
SEI 2010 - Present
SEI January 2009 - Present
SEI February 2004 - January 2009
SEI March 2001 - February 2004
Skills
Mutual Funds, Operational Risk, Risk Management, Financial Services, AML, Enterprise Risk..., Operational Risk..., Market Risk, Financial Risk, Banking, Cash Management, Back Office, Financial Markets, Business Process..., Auditing, Accounting
Education
Albright College 1992 — 1996
BA, Accounting
SEI 2010 - Present
SEI January 2009 - Present
SEI February 2004 - January 2009
SEI March 2001 - February 2004
Skills
Mutual Funds, Operational Risk, Risk Management, Financial Services, AML, Enterprise Risk..., Operational Risk..., Market Risk, Financial Risk, Banking, Cash Management, Back Office, Financial Markets, Business Process..., Auditing, Accounting
Education
Albright College 1992 — 1996
BA, Accounting
Cregg Young's SEI Experience December 1993 - September 1995
Job Professional Training & Coaching Professional
Industry Professional Training & Coaching
Experience
New Elevations Life Strategies LLC June 2008 - February 2011
Bank of Kansas City January 2007 - June 2008
Meritage Portfolio Management October 1995 - December 2007
SEI December 1993 - September 1995
US Army May 1988 - November 1993
Education
Baker University 2004 — 2006
MBA, Business
Baker University 1984 — 1988
BA Political Science
New Elevations Life Strategies LLC June 2008 - February 2011
Bank of Kansas City January 2007 - June 2008
Meritage Portfolio Management October 1995 - December 2007
SEI December 1993 - September 1995
US Army May 1988 - November 1993
Education
Baker University 2004 — 2006
MBA, Business
Baker University 1984 — 1988
BA Political Science
ashwin surana's SEI Experience December 2014 - Present
Job Consultant to SEI
Industry Information Technology and Services
Experience
SEI December 2014 - Present
Tata Consultancy Services June 2007 - November 2014
Education
Army Institute Of Management 2005 — 2007
Master of Business Administration (MBA), Finance
M. S. Ramaiah Institute of Technology, Bangalore 2000 — 2004
Bachelor of Engineering (BEng), Mechanical Engineering
SEI December 2014 - Present
Tata Consultancy Services June 2007 - November 2014
Education
Army Institute Of Management 2005 — 2007
Master of Business Administration (MBA), Finance
M. S. Ramaiah Institute of Technology, Bangalore 2000 — 2004
Bachelor of Engineering (BEng), Mechanical Engineering
Raymond J. Patti's SEI Experience February 2013 - Present
Job Accounting Supervisor at SEI
Industry Accounting
Experience
SEI February 2013 - Present
SEI September 2012 - February 2013
SEI December 2010 - September 2012
Quench USA, Inc. August 2010 - November 2010
Quench USA, Inc. August 2010 - August 2010
CertainTeed Corporation June 2010 - July 2010
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Accounting, Auditing, Accounts Receivable, Analysis, Access, Financial Accounting, Forecasting, Invoicing, PowerPoint, Microsoft Office, Payroll, Microsoft Word, QuickBooks, Internal Controls, General Ledger, Tax, Process Improvement, Sarbanes-Oxley Act, Account Reconciliation, Data Entry, GAAP, Strategic Planning, Financial Modeling, Leadership, Management
Education
La Salle University 2012 — 2017
Masters in Business Administration (MBA)
Shippensburg University of Pennsylvania 2006 — 2010
Bachelor of Science in Business Administration, Accounting
Aarhus Universitet 2009 — 2009
Marple Newtown Senior High School 2002 — 2006
SEI February 2013 - Present
SEI September 2012 - February 2013
SEI December 2010 - September 2012
Quench USA, Inc. August 2010 - November 2010
Quench USA, Inc. August 2010 - August 2010
CertainTeed Corporation June 2010 - July 2010
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Accounting, Auditing, Accounts Receivable, Analysis, Access, Financial Accounting, Forecasting, Invoicing, PowerPoint, Microsoft Office, Payroll, Microsoft Word, QuickBooks, Internal Controls, General Ledger, Tax, Process Improvement, Sarbanes-Oxley Act, Account Reconciliation, Data Entry, GAAP, Strategic Planning, Financial Modeling, Leadership, Management
Education
La Salle University 2012 — 2017
Masters in Business Administration (MBA)
Shippensburg University of Pennsylvania 2006 — 2010
Bachelor of Science in Business Administration, Accounting
Aarhus Universitet 2009 — 2009
Marple Newtown Senior High School 2002 — 2006
Amanda L Joslin's SEI Experience April 2015 - Present
Job Investment Specialist
Industry Financial Services
Experience
SEI April 2015 - Present
Vanguard September 2013 - Present
Yoli March 2014 - 2014
Millers Ale House July 2012 - October 2013
Premium Advertising, Inc May 2012 - July 2012
Mermaid Lake Swimclub May 2006 - August 2010
Bertucci's December 2008 - May 2010
Skills
Social Media, PowerPoint, Microsoft Office, Facebook, Social Networking, Microsoft Word, Microsoft Excel, Advertising, Event Planning, Customer Service, Teamwork, Marketing, Public Speaking, Social Media Marketing, Marketing Communications, Financial Reporting, Investments, Finance, Strategic Planning, Fundraising, Market Research
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Marketing
SEI April 2015 - Present
Vanguard September 2013 - Present
Yoli March 2014 - 2014
Millers Ale House July 2012 - October 2013
Premium Advertising, Inc May 2012 - July 2012
Mermaid Lake Swimclub May 2006 - August 2010
Bertucci's December 2008 - May 2010
Skills
Social Media, PowerPoint, Microsoft Office, Facebook, Social Networking, Microsoft Word, Microsoft Excel, Advertising, Event Planning, Customer Service, Teamwork, Marketing, Public Speaking, Social Media Marketing, Marketing Communications, Financial Reporting, Investments, Finance, Strategic Planning, Fundraising, Market Research
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Marketing
Gino Maturi's SEI Experience March 2013 - Present
Job Senior Accounting Analyst at SEI
Industry Accounting
Experience
SEI March 2013 - Present
Stirling Guest Hotel August 2008 - March 2013
Skills
Account Reconciliation, Microsoft Excel, Microsoft Office, Financial Analysis, Finance, Microsoft Word, Financial Accounting, Outlook, Customer Service, PowerPoint, Teamwork
Education
Albright College
Business Finance
SEI March 2013 - Present
Stirling Guest Hotel August 2008 - March 2013
Skills
Account Reconciliation, Microsoft Excel, Microsoft Office, Financial Analysis, Finance, Microsoft Word, Financial Accounting, Outlook, Customer Service, PowerPoint, Teamwork
Education
Albright College
Business Finance
Suzanne Purper's SEI Experience January 2006 - February 2012
Job AVP, Business Systems at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2014 - Present
LPL Financial February 2012 - March 2014
SEI January 2006 - February 2012
SEI May 2004 - January 2006
SEI July 1998 - May 2004
McDonald & Company Securities, Inc August 1989 - June 1998
Skills
Portfolio Management, Business Analysis, Investments, Financial Services, Requirements Analysis, SDLC, Business Process..., Mutual Funds, Process Improvement, Corporate Actions, Trading, Requirements Gathering, Software Project..., Project Portfolio..., Business Requirements, Fixed Income, Software Documentation, Vendor Management, Business Process..., Asset Management, Business Process Design, Integration, Banking, Wealth Management, User Acceptance Testing, Trading Systems, Visio, Securities, Relationship Management, Back Office, Hedge Funds, Risk Management, Equities, PMO, Derivatives, Financial Markets
Education
Baldwin-Wallace College
BA, Finance, Management
LPL Financial March 2014 - Present
LPL Financial February 2012 - March 2014
SEI January 2006 - February 2012
SEI May 2004 - January 2006
SEI July 1998 - May 2004
McDonald & Company Securities, Inc August 1989 - June 1998
Skills
Portfolio Management, Business Analysis, Investments, Financial Services, Requirements Analysis, SDLC, Business Process..., Mutual Funds, Process Improvement, Corporate Actions, Trading, Requirements Gathering, Software Project..., Project Portfolio..., Business Requirements, Fixed Income, Software Documentation, Vendor Management, Business Process..., Asset Management, Business Process Design, Integration, Banking, Wealth Management, User Acceptance Testing, Trading Systems, Visio, Securities, Relationship Management, Back Office, Hedge Funds, Risk Management, Equities, PMO, Derivatives, Financial Markets
Education
Baldwin-Wallace College
BA, Finance, Management
Adrienne Culmer's SEI Experience 1999 - Present
Job Business Analyst at SEI
Industry Financial Services
Experience
SEI 1999 - Present
Newseum 1998 - 1999
Education
Temple University - James E. Beasley School of Law 2007 — 2011
Juris Doctor, Law
American University 1995 — 1999
Bachelor of Science in Business Administration, International Finance
SEI 1999 - Present
Newseum 1998 - 1999
Education
Temple University - James E. Beasley School of Law 2007 — 2011
Juris Doctor, Law
American University 1995 — 1999
Bachelor of Science in Business Administration, International Finance
Sinoimeri Ana's SEI Experience August 2008 - Present
Job Asset & Revenue Analyst
Industry Financial Services
Experience
SEI August 2008 - Present
Skills
Equities, Mutual Funds, Fixed Income, Accounts Receivable, Accounting, Account Reconciliation, Analysis, Risk Management, Balance, General Ledger, Financial Statements
Education
St. Joseph's University 2011 — 2015
Master of Science (MS), Financial Planning and Services
West Chester University of Pennsylvania 2000 — 2002
Bachelor of Science (BS), Accounting
Akademia e Arteve Tiranë
SEI August 2008 - Present
Skills
Equities, Mutual Funds, Fixed Income, Accounts Receivable, Accounting, Account Reconciliation, Analysis, Risk Management, Balance, General Ledger, Financial Statements
Education
St. Joseph's University 2011 — 2015
Master of Science (MS), Financial Planning and Services
West Chester University of Pennsylvania 2000 — 2002
Bachelor of Science (BS), Accounting
Akademia e Arteve Tiranë
Adam Toroniewski's SEI Experience June 2014 - Present
Job Senior Reconciliation Analyst at SEI
Industry Retail
Experience
SEI June 2014 - Present
SEI November 2012 - Present
Toro Fence Co January 2004 - November 2012
Abercrombie & Fitch May 2012 - August 2012
Sicom Systems Inc January 2010 - March 2012
Sports Zone November 2006 - April 2007
Skills
Microsoft Office, Facebook, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Social Media, Social Media Marketing, Retail, Time Management, Loss Prevention, Inventory Management, Data Entry, Store Management, Securities, Bloomberg, Account Reconciliation, Management, Recruiting, Event Planning
Education
Albright College 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
SEI June 2014 - Present
SEI November 2012 - Present
Toro Fence Co January 2004 - November 2012
Abercrombie & Fitch May 2012 - August 2012
Sicom Systems Inc January 2010 - March 2012
Sports Zone November 2006 - April 2007
Skills
Microsoft Office, Facebook, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Social Media, Social Media Marketing, Retail, Time Management, Loss Prevention, Inventory Management, Data Entry, Store Management, Securities, Bloomberg, Account Reconciliation, Management, Recruiting, Event Planning
Education
Albright College 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Anthony Burkhardt's SEI Experience July 1998 - June 2005
Job Vice President Quality Assurance and Relationship Management at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company July 2013 - Present
Pershing, a BNY Mellon company July 2011 - July 2013
Pershing July 2010 - August 2011
Pershing August 2006 - July 2010
Aflac July 2005 - July 2006
SEI July 1998 - June 2005
Vanguard June 1997 - July 1998
Skills
CRM, Program Management, Quality Assurance, Management, Team Management, Business Analysis, Training, Testing, Sales, Mutual Funds, Risk Management, Process Improvement, Requirements Gathering, Financial Services, Requirements Analysis, Software Project..., Asset Allocation, Project Management
Education
Villanova University 2014 — 2014
Master Certificate in Project Management, Project Management
Penn State University 2012 — 2013
Certficate, Software Quality Control
Albright College 1992 — 1995
Bachelor of Arts (B.A.), History
Pershing, a BNY Mellon company July 2013 - Present
Pershing, a BNY Mellon company July 2011 - July 2013
Pershing July 2010 - August 2011
Pershing August 2006 - July 2010
Aflac July 2005 - July 2006
SEI July 1998 - June 2005
Vanguard June 1997 - July 1998
Skills
CRM, Program Management, Quality Assurance, Management, Team Management, Business Analysis, Training, Testing, Sales, Mutual Funds, Risk Management, Process Improvement, Requirements Gathering, Financial Services, Requirements Analysis, Software Project..., Asset Allocation, Project Management
Education
Villanova University 2014 — 2014
Master Certificate in Project Management, Project Management
Penn State University 2012 — 2013
Certficate, Software Quality Control
Albright College 1992 — 1995
Bachelor of Arts (B.A.), History
Kari Akers's SEI Experience January 2001 - April 2005
Job Compliance Coordinator at PrimeWest Health
Industry Health, Wellness and Fitness
Experience
PrimeWest Health March 2015 - Present
PrimeWest Health February 2007 - Present
Unicel April 2005 - February 2007
SEI January 2001 - April 2005
Skills
Many years of customer..., Certified in Microsoft..., Proficient at data..., Able to operate a wide..., Very organized and able..., Management, Healthcare
Education
South Central College 2014 — 2015
Community Health Worker Certificate, Community Health Services/Liaison/Counseling
Alexandria Technical College 2010 — 2013
Associate's degree, Paralegal
PrimeWest Health March 2015 - Present
PrimeWest Health February 2007 - Present
Unicel April 2005 - February 2007
SEI January 2001 - April 2005
Skills
Many years of customer..., Certified in Microsoft..., Proficient at data..., Able to operate a wide..., Very organized and able..., Management, Healthcare
Education
South Central College 2014 — 2015
Community Health Worker Certificate, Community Health Services/Liaison/Counseling
Alexandria Technical College 2010 — 2013
Associate's degree, Paralegal
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.