SEI Company

Industry: Financial services company

Description

SEI 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,

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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
Frank Gillen Frank Gillen Morgantown, Pennsylvania Details
Frank Gillen's SEI Experience June 2014 - August 2014
Job Credit Analyst Intern at Firstrust Bank
Industry Financial Services
Experience
Firstrust Bank  April 2015 - Present
Sports Cave   February 2014 - Present
Fox Fund - Temple University   February 2014 - May 2015
Perry Consulting  September 2014 - January 2015
SEI   June 2014 - August 2014
GNC  May 2013 - August 2013

Skills
Leadership, Sales, Analysis, Merchandising, Customer Service, Time Management, Retail, Retail Sales, Store Management, Loss Prevention, Inventory Management, Cashiering, Microsoft Excel, PowerPoint, Microsoft Office, Sales Management, Marketing, Microsoft Word, Social Media, Account Reconciliation, Public Speaking, Finance

Education
Temple University - Fox School of Business and Management   2013 — 2016
Finance, General

Reading Area Community College   2011 — 2013
Accounting and Finance

Twin Valley High School   2007 — 2011

Ed Zolynski Ed Zolynski Philadelphia, Pennsylvania Details
Ed Zolynski's SEI Experience June 2002 - September 2003
Job Accounting Supervisor at Toll Brothers
Industry Real Estate
Experience
Toll Brothers  September 2003 - Present
SEI   June 2002 - September 2003

Skills
Accounting, Financial Analysis, Real Estate Development, Financial Reporting, Residential Homes

Education
Philadelphia University
Bachelor's degree, Accounting and Finance

Cory D. Custer Cory D. Custer Seattle, Washington Details
Cory D. Custer's SEI Experience February 2005 - May 2006
Job Director of Learning and Development
Industry Investment Management
Experience
Brighton Jones  March 2015 - Present
Sharp End Performance   August 2012 - March 2015
D.A. Davidson & Co.   November 2010 - July 2012
D.A. Davidson & Co.   May 2006 - October 2010
SEI   February 2005 - May 2006
D.A. Davidson & Co.   February 1998 - August 2003

Skills
Leadership Development, Leadership, Coaching, Organizational..., Executive Coaching, Workshop Facilitation, Organizational..., Process Improvement, Training, Facilitation, Team Building, Organizational Culture, Organizational Learning, Communication Training, Business Process..., Talent Management, Change Management

Education
Pinchot   2013 — 2015
Master of Arts (MA), Organizational Leadership (OSR - Organizational Systems Renewal)

Simon Fraser University   2003 — 2005
Master of Business Administration (MBA), Global Asset & Wealth Management

Western State College
Bachelor of Arts (B.A.), Physics

Frank Pelletier Frank Pelletier Phoenixville, Pennsylvania Details
Frank Pelletier's SEI Experience July 2014 - Present
Job Cost Basis Analyst at SEI
Industry Nonprofit Organization Management
Experience
SEI   July 2014 - Present
Select Greater Philadelphia  March 2014 - July 2014
Movie Tavern Inc.  June 2013 - January 2014
Hammerguard Aquatics   May 2012 - August 2012

Skills
Team Leadership, Economic Data Analysis, Microsoft Office, Italian, Weightlifting, Singing, Problem Solving, Quantitative Analytics, Interpersonal Skill, Research, Data Analysis

Education
Pennsylvania State University-Great Valley Graduate Center   2014 — 2016
Master of Business Administration (MBA)

Temple University   2010 — 2014
Bachelor of Arts (BA), Economics

Jarrad Sandman Jarrad Sandman Collegeville, Pennsylvania Details
Jarrad Sandman's SEI Experience July 2013 - April 2015
Job Client Service Coordinator at Epic Health Services, Inc.
Industry Financial Services
Experience
Epic Health Services, Inc.   April 2015 - Present
Self-Employed  April 2008 - Present
SEI   July 2013 - April 2015
Tiki Bar Spring Mountain   August 2010 - June 2014

Skills
Customer Service, Restaurant Management, Restaurants, Food & Beverage, Menu Development, Hospitality, Food Service, Catering, Sales, Social Media, Food, Microsoft Office, Social Networking, Facebook, Event Management, Marketing, Event Planning, Social Media Marketing, Public Relations, Marketing Strategy, Teamwork, Leadership, Management, Microsoft Word, PowerPoint, Advertising, Team Building, Time Management, Budgets, Microsoft Excel, Training, Email Marketing, Marketing Communications, Online Advertising, Market Research, Account Management, Photoshop, Sales Management, Digital Marketing, Public Speaking, Team Leadership, Outlook, Strategic Planning, Inventory Management, Retail, Coaching, Online Marketing

Education
The Art Institute of Philadelphia   2011 — 2011
Graphic Design/ Interatctive Media

Pennsylvania College of Art and Design   2008 — 2009
Graphic Design // Photography

Amelia Corney Amelia Corney Schwenksville, Pennsylvania Details
Amelia Corney's SEI Experience May 2013 - January 2015
Job Functional Consultant at SAP
Industry Financial Services
Experience
SAP  January 2015 - Present
SEI   May 2013 - January 2015
Rider University  September 2010 - May 2013
DICK'S Sporting Goods  May 2010 - May 2013
First Niagara Bank  June 2012 - August 2012

Skills
Microsoft Office Suite, Policy, Databases, Time Management, Customer Service, Accounting, Social Networking, Microsoft Office

Education
Rider University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Computer Information Systems

Spring Ford Area High School   2005 — 2009

James Arp James Arp Baltimore, Maryland Details
James Arp's SEI Experience May 2001 - May 2002
Job Experienced Healthcare Sales Representatvie
Industry Pharmaceuticals
Experience
PDI, Inc.   December 2012 - Present
Dipasquale Financial   February 2012 - December 2012
Merck  January 2009 - February 2012
Schering-Plough Research Institute  May 2003 - July 2009
Lockwood Financial  May 2002 - May 2003
SEI   May 2001 - May 2002

Skills
Pharmaceutical Sales, Pharmaceutical Industry, Cardiology, Sales Effectiveness, Endocrinology, Neurology, Hospital Sales, Rheumatology, Diabetes, Product Launch, Gastroenterology, Market Access, Oncology, Managed Care, Pulmonology, Sales Operations, Sales Force Development, Immunology

Education
Penn State University   1997 — 2001
Bachelor's degree, Telecommunications

Ashley McManus Ashley McManus Greater Philadelphia Area Details
Ashley McManus's SEI Experience May 2015 - Present
Job Internal Account Executive at SEI
Industry Financial Services
Experience
SEI   May 2015 - Present
Lenox Advisors  February 2013 - May 2015
Givaudan  January 2011 - February 2013
Givaudan  March 2009 - January 2011
Givaudan  August 2007 - March 2009

Education
Providence College
Bachelor of Science, Marketing

Emmaus High School

Sherri Silva Sherri Silva Greater Chicago Area Details
Sherri Silva's SEI Experience 1984 - 1988
Job 8th Grade English Language Arts Teacher at Momence Junior High School
Industry Education Management
Experience
Momence Junior High School   August 2014 - Present
Grace Christian School  January 2014 - June 2014
Educating You, Online Learning   August 2011 - June 2014
Literacy First Charter Schools   August 2004 - June 2013
Sonrise Community Church   August 1990 - July 2004
FAS, First Allied Securities   1988 - 1993
SEI   1984 - 1988

Skills
Training, Classroom, Elementary Education, Educational Leadership, Program Management, Recruiting, Smartboard, Microsoft Word, Curriculum Design, Curriculum Development, Lesson Planning, Tutoring, Teacher Training, Public Speaking, K-12, Classroom Management, Educational Technology, Literacy

Education
Point Loma Nazarene University   2005 — 2006
Master of Education (MEd), Educational Leadership and Administration, General

San Diego Christian College   1985 — 1993
Bachelor of Science (BS), Elementary Education and Teaching

Kurt Pachik Kurt Pachik Greater Philadelphia Area Details
Kurt Pachik's SEI Experience July 2013 - March 2014
Job Consultant at PJM Interconnection
Industry Utilities
Experience
PJM Interconnection  March 2014 - August 2015
SEI   July 2013 - March 2014
Kurt Pachik Consulting   2003 - June 2013
First USA / BankOne   April 2002 - May 2003
JH Whitney Investment Management  January 2000 - March 2002
Protegrity  June 1998 - January 2000
Oracle Corporation  March 1997 - June 1998
Fidelity Investments  June 1995 - March 1997

Skills
Oracle, Oracle Certified DBA, Database Design, SQL, SQL Tuning, Oracle PL/SQL..., Software Development, Unix, Solution Architecture, Unix Shell Scripting, Data Modeling, Toad, Business Analysis, PL/SQL, Databases, Agile Methodologies, IT Management, ITIL, Scrum, Oracle Database..., Shell Scripting, Software Project...

Education
Pennsylvania State University-Great Valley Graduate Center   1993 — 1996

Michael Tavani Michael Tavani Philadelphia, Pennsylvania Details
Michael Tavani's SEI Experience June 2013 - August 2013
Job Financial Analyst at American Water
Industry Utilities
Experience
American Water  July 2014 - Present
Fox Management Consulting   August 2013 - January 2014
SEI   June 2013 - August 2013
Citi  December 2009 - June 2012
Citi  September 2008 - December 2009
Morgan Stanley  May 2007 - August 2007

Skills
Finance, Strategy, Financial Modeling, Financial Analysis, Data Analysis, PowerPoint, Leadership, SAP, Oracle Enterprise..., Hyperion

Education
Temple University - Fox School of Business and Management   2012 — 2014
Master of Business Administration (M.B.A.), Corporate Financial Management, 3.81

Rutgers, The State University of New Jersey - Rutgers Business School   2004 — 2008
Bachelor of Science (B.S.), Finance

Chris Connett Chris Connett New York, New York Details
Chris Connett's SEI Experience June 2010 - June 2011
Job Software Engineer
Industry Computer Software
Experience
Google  August 2011 - Present
SEI   June 2010 - June 2011
Thomson West  June 2005 - November 2005
NASA Langley Research Center  June 2004 - August 2004

Skills
Unix, Linux, Python, Haskell, C++, Java, JavaScript, Algorithm Design, Parallel Algorithms, Genetic Algorithms, Mathematics

Education
Rochester Institute of Technology   2006 — 2008
Master of Science, Computer Science

Rochester Institute of Technology   2002 — 2006
Bachelor of Science, Computer Science

Jignesh Desai Jignesh Desai Greater New York City Area Details
Jignesh Desai's SEI Experience 2004 - 2005
Job Manager Technology Member Services at International Securities Exchange.
Industry Financial Services
Experience
International Securities Exchange  July 2006 - Present
Susquehanna International Group  July 2005 - July 2006
SEI   2004 - 2005
3Com  2000 - 2002

Skills
Stock Exchange, Options, Derivatives, Equities, Cisco Technologies, SQL, Customer Support, Member Services, FIX, Market Data, Electronic Trading, Low Latency, Trading Systems, Order Management, Capital Markets, Trading Strategies, Enterprise Architecture, High Frequency Trading, Electronic Trading..., Requirements Analysis, Requirements Gathering, TCP/IP, Trading, Financial Markets, Equity Derivatives, Business Analysis, Equity Trading, Exchange Connectivity, FX Options, SDLC, Financial Services, Securities, Quantitative Finance, Bloomberg, Fixed Income, Sybase, FX trading, Hedge Funds, ETFs

Education
Rutgers Business School   2007 — 2009
Master of Business Administration (M.B.A.), Finance

University of Pune   1991 — 1995
Bachelor of Engineering Degree, Computer Engineering

Jonathan Doman Jonathan Doman Greater Philadelphia Area Details
Jonathan Doman's SEI Experience November 2013 - Present
Job Sales Director Asset Management at SEI
Industry Financial Services
Experience
SEI   November 2013 - Present
SEI   January 2012 - November 2013
SEI   April 2011 - January 2012
SEI Investments  September 2010 - April 2011
SEI Investments  August 2009 - September 2010
SEI Investments  February 2008 - August 2009

Skills
Investments, Mutual Funds, Asset Management, Securities, Financial Advisory

Education
Penn State University   2010 — 2012
Graduate Certificate of Management & Entrepreneurship

West Chester University of Pennsylvania   2004 — 2007
Bachelor of Science (BS), American History (United States)

Penn State University
Currently pursuing my MBA

Bill Kynett Bill Kynett Greater Philadelphia Area Details
Bill Kynett's SEI Experience 2006 - Present
Job Technology Director at SEI
Industry Financial Services
Experience
SEI   2006 - Present
SEI   2003 - Present
SEI   1984 - 2003
SEI   1984 - 1990

Skills
Vendor Management

Education
Rosemont College   1998 — 2004
Management

R.E.T.S. Electronic School   1982 — 1984
Solid State Devices & Microprocessors

Delaware County Community College   1980 — 1982
Business Management

Robert Mainello Robert Mainello Greater Philadelphia Area Details
Robert Mainello's SEI Experience November 2013 - Present
Job Fixed Income Portfolio Manager at SEI
Industry Financial Services
Experience
SEI   November 2013 - Present
Top Tier Authentics Sports Marketing   July 2013 - Present
SEI   January 2013 - November 2013
SEI   March 2011 - January 2013
Steiner Sports Marketing Inc   January 2009 - January 2010
Pancoast & Clifford, Inc.   May 2008 - September 2008
Bentley Systems  May 2007 - September 2007

Skills
Research, Marketing, Investments, B2B, Business Writing, Trade Show Graphics, Microsoft Excel, Access, Sales, Microsoft Office, PowerPoint, Salesforce.com, CRM, Management, Competitive Analysis, Finance, Portfolio Management

Education
Villanova University   2015 — 2017
Master of Business Administration (MBA)

Penn State University   2006 — 2010
B.S., Finance

Penn State University   2006 — 2010
Bachelor of Science (BS), Finance, General

Tiana Fair Tiana Fair Greater Philadelphia Area Details
Tiana Fair's SEI Experience January 2005 - July 2006
Job Business Solutions Consultant at Voya Financial
Industry Financial Services
Experience
Voya Financial  March 2013 - Present
Janney Montgomery Scott  July 2011 - March 2013
CIBER  February 2010 - July 2011
BlazePortfolio (formerly Fascet Chicago)   December 2009 - February 2010
Pershing Managed Account Solutions  September 2008 - November 2009
Pershing Managed Account Solutions  August 2006 - September 2008
SEI   January 2005 - July 2006
SEI Investments  May 2003 - January 2005
SEI Investments  September 2000 - April 2003
SEI Investments  October 1999 - September 2000

Skills
Series 7, Business Requirements, Wealth Management, Financial Services, Series 63, series 24, series 99, Project Management, Business Analysis, Banking, Asset Management, Portfolio Management, Mutual Funds, Bloomberg, Alternative Investments, Investments, IT Investment Management, Analysis, Business Intelligence, Trading, CRM, Financial Markets, Series 24, Fixed Income, Business Process, Back Office, Strategy, Equities, Financial Risk, SDLC, Securities, Software Documentation

Education
Saint Joseph's University   2001 — 2003
MBA, Finance

Penn State University   1994 — 1998
Bachelor of Science, Finance

Gip Clifton Gip Clifton Cincinnati, Ohio Details
Gip Clifton's SEI Experience February 2012 - April 2012
Job Dynamic Industrial Safety Professsional
Industry Renewables & Environment
Experience
Incorp Inc.   2012 - Present
SEI   February 2012 - April 2012
Gemma Renewable Power   July 2009 - September 2011

Skills
Environmental Compliance, Environmental Awareness, Safety Management..., EHS, Environmental..., Remediation, Construction Safety, Accident Investigation, Asbestos, Industrial Safety, Risk Assessment

Education
Red Rocks Community College
osha 500, osha 500

Jason Grubb Jason Grubb Greater Philadelphia Area Details
Jason Grubb's SEI Experience October 2012 — Present
Job Senior Analyst at SEI(Hedge Fund Administration)
Industry Financial Services
Experience
SEI   October 2012 — Present
Buckman's Inc  January 2006 — October 2012
Transworld Systems  January 2012 — May 2012
Gannett  December 2007 — April 2008
Clemens Markets  June 2003 — August 2006

Skills
Telemarketing, Sales, Marketing, Customer Service, Outlook, Team Building, Account Management, Strategic Planning, Microsoft Office, Coaching, Microsoft Excel, Microsoft Word, PowerPoint, Inventory Management, New Business Development, Retail, Management - I

Education
Pensacola Christian College   2004 — 2008
Business, Management and Marketing

Pensacola Christian College   2004 — 2008
Bachelor of Science, Business; Marketing/Management

Leila Saddic Jury Leila Saddic Jury Greater Philadelphia Area Details
Leila Saddic Jury's SEI Experience April 2012 - Present
Job Operations Manager, Quality and Global Data Controls at SEI
Industry
Experience
SEI   April 2012 - Present
SEI   July 2009 - April 2012
SEI Private Trust Company  September 2004 - July 2009
PMG systems  1998 - 2004
Sheraton Society Hill  1994 - 1998

Skills
Financial Services, Mutual Funds, Business Analysis, Securities, Asset Management, Risk Management, Portfolio Management, Investments, Fixed Income, Alternative Investments, Hedge Funds, Equities

Education
Princeton University

Terra Jordan Terra Jordan Fargo, North Dakota Details
Terra Jordan's SEI Experience 2010 - 2011
Job Training Coordinator at Eide Bailly
Industry Accounting
Experience
Eide Bailly  November 2011 - Present
SEI   2010 - 2011
Expressway Suites   September 2002 - February 2010

Skills
Accounts Payable, Administrative..., Accounts Receivable, Microsoft Excel, Outlook, Data Entry

Education
Rasmussen College-North Dakota   2007 — 2010
Bachelor of Science (B.S.), Human Resources Management and Services

Jessica Romano Jessica Romano Greater Philadelphia Area Details
Jessica Romano's SEI Experience February 2013 - Present
Job Supervisor Alternative Investments at SEI
Industry Financial Services
Experience
SEI   February 2013 - Present
SEI   July 2012 - February 2013
SEI   September 2011 - July 2012
SEI   August 2010 - September 2011
Independence Financial Associates  May 2009 - August 2009
Lincoln Financial Advisors  May 2008 - August 2008

Skills
Hedge Funds, Highly detail oriented, Investor Relations, Microsoft Excel, Microsoft Office, Microsoft Word, Alternative Investments, Fund Administration, Teamwork, Customer Service, Organization, Motivated self-starter, mic, Social Media, Program Management

Education
Philadelphia University   2006 — 2010
Bachelor of Science, Finance, Distinguished Honors Scholar, 3.95 GPA

Joanne Taing Joanne Taing Greater Philadelphia Area Details
Joanne Taing's SEI Experience April 2014 - Present
Job Senior Alternative Investments Analyst at SEI
Industry Financial Services
Experience
SEI   April 2014 - Present
Formula Street  March 2013 - Present
SEI   December 2013 - March 2014
SEI   April 2013 - December 2013
SEI   November 2010 - April 2013
TEAM Enterprises  September 2009 - June 2010
The Daily Collegian  September 2009 - April 2010
The Daily Collegian  August 2008 - April 2010
Human Resource Development Center   January 2010 - March 2010
EXPRESS  July 2006 - January 2009

Skills
CRM, Marketing, Customer Service, Training, Project Management, Advertising, Analysis, Sales Management, Sales, Management, Portfolio Management, Investments, Finance, Accounting, Financial Analysis

Education
Penn State University   2006 — 2010
BS, Management Information Systems

Joseph Tarin Joseph Tarin Indianapolis, Indiana Area Details
Joseph Tarin's SEI Experience 2001 - September 2003
Job Data Center Practice Manager at Presidio
Industry Information Technology and Services
Experience
Presidio  July 2011 - Present
Dell Services  September 2006 - July 2011
US Army National Guard  December 1999 - December 2007
Northrop Grumman  May 2006 - September 2006
ITT Industries  September 2004 - May 2006
ITT Systems  September 2003 - May 2005
SEI Information Technology  January 2002 - September 2004
SEI   2001 - September 2003

Skills
VMware, Storage, Storage Area Networks, Switches, iSCSI, Clariion, SAN, VMware ESX, Windows Server, Brocade, Virtualization, Active Directory, System Administration, Data Center, Windows, NetApp, NAS, Windows Server 2003, VCP, Windows Server 2008, VMware Infrastructure, Servers, Storage Architecture, VDI, Fibre Channel, Infrastructure, Enterprise Architecture, vSphere, EMC Storage, Enterprise Storage, Cisco UCS, Replication

Education
Purdue University   1999 — 2001
Computer Technology

Current Technologies Computer Learning Center

Nicol Varona Nicol Varona Oaks, Pennsylvania Details
Nicol Varona's SEI Experience October 2013 - Present
Job Accountant Analyst at SEI Investments
Industry Financial Services
Experience
SEI   October 2013 - Present
ViVA Bistro & Lounge   January 2013 - October 2013

Skills
Social Media Marketing, Facebook, Social Media, Microsoft Office, Marketing Communications, Marketing, Email Marketing, Event Planning, Social Networking, Event Management, Advertising, Public Relations, Trade Shows, Press Releases, Market Research

Education
Pennsylvania State University-Penn State Berks   2009 — 2013
Bachelor of Applied Science (BASc), Business Administration and Management, General

Reading High School   2005 — 2009

Michael Louden Jr. Michael Louden Jr. Greater Philadelphia Area Details
Michael Louden Jr.'s SEI Experience June 2015 - August 2015
Job Investment Manager Intern at SEI Investments
Industry
Experience
Philadelphia University  September 2013 - Present
SEI   June 2015 - August 2015
Mildred's Family Restaurant   May 2013 - August 2014
Basketball Trainer   January 2010 - August 2013
McCusker Landscaping   June 2012 - August 2012

Skills
Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Public Speaking, Teamwork, Social Media, Microsoft Word, Research, Finance, Leadership, Accounting, Strong Work Ethic

Education
Philadelphia University   2013 — 2017
Bachelor's Degree, Finance, GPA: 3.983, Junior

Casey Powell Casey Powell New York, New York Details
Casey Powell's SEI Experience September 2012 - May 2014
Job Accountant
Industry Accounting
Experience
MSD Capital, L.P.   June 2014 - Present
SEI   September 2012 - May 2014
SEI   December 2010 - August 2012
Lender Processing Services, Inc. (LPS)   June 2010 - November 2010

Skills
Accounting, Financial Analysis, Management, Portfolio Management, Customer Service, Account Reconciliation, Securities, Pricing, Bloomberg, Microsoft Excel, Bloomberg Terminal, Advent Geneva, SunGard Investier, SunGard Investran

Education
Penn State University   2006 — 2010
Bachelor of Science, Finance

Central Catholic High School   2002 — 2006

Andrew Woodall Andrew Woodall Greater Philadelphia Area Details
Andrew Woodall's SEI Experience October 2005 - April 2008
Job Senior Systems Analyst at Deloitte
Industry Information Technology and Services
Experience
Deloitte  August 2012 - Present
Modis  April 2012 - August 2012
Comcast  February 2011 - March 2012
SEI Investments  August 2009 - February 2010
Modis  2010 - 2010
Comcast Interactive Media  December 2008 - August 2009
GSI  May 2008 - September 2008
SEI   October 2005 - April 2008
Anexinet  2004 - 2007
Radian  2002 - 2005

Skills
Weblogic, Apache, LDAP, Red Hat Linux, SDLC, Servers, System Deployment, WebTrends Analytics, IIS, Java Enterprise Edition, Disaster Recovery, WLST, Software Installation, Performance Tuning, Operating Systems, RedHat, Software Documentation, Enterprise Architecture, Netegrity, Amdocs, Advantech, WebTrends, Application Servers, Linux, System Administration, Scripting, Agile Methodologies, Scrum, Adobe CQ, Build Forge, Large Scale Deployments, System Automation, Siteminder, Integration, Information Technology, Requirements Analysis, Business Analysis, Testing, Vendor Management

Education
Villanova University   2015 — 2015
Master Certificate Business Analysis, Business Analysis, Master Certificate

Rutgers, The State University of New Jersey-Camden
Bachelor's degree, Information Technology

University of the Sciences in Philadelphia

Justin Pohlig Justin Pohlig West Chester, Pennsylvania Details
Justin Pohlig's SEI Experience December 2013 - September 2014
Job Internal Investment Consultant at AMG Funds
Industry Financial Services
Experience
AMG Funds  September 2014 - Present
SEI   December 2013 - September 2014
SEI   July 2011 - November 2013
Pohlig Builders   March 2002 - June 2011
1030 Mt Pleasant LLC   May 2010 - April 2011
Avalon Beach Patrol Alumni Association, Inc   2004 - 2007

Skills
Relationship Management, Finance, Mutual Funds, Financial Operations, Databases, Call Centers, Broker-Dealer Operations, Data Privacy, Lead Generation, Investments, Access, Securities

Education
Penn State University   2006 — 2011
Bachelor's degree, Economics

Penn State University   2006 — 2011
Minor, Business

Penn State University   2006 — 2011
Minor, Law

Malvern Prep

Kevin Esbenshade Kevin Esbenshade Greater Philadelphia Area Details
Kevin Esbenshade's SEI Experience August 2014 - Present
Job Accounting Analyst at SEI
Industry Accounting
Experience
SEI   August 2014 - Present
Penske Truck Leasing  November 2013 - August 2014
Fulton Financial Corporation  September 2013 - November 2013
TE Connectivity  May 2012 - August 2012

Skills
Microsoft Excel, Microsoft Word, SAP, Learning Quickly, Eager to learn new..., Organization

Education
Penn State University   2009 — 2013
Bachelor's degree, Accounting

Ariana Wright Ariana Wright Philadelphia, Pennsylvania Details
Ariana Wright's SEI Experience June 2014 - November 2014
Job International Operations Coordinator at International SOS
Industry Financial Services
Experience
International SOS  January 2015 - Present
Macy's  July 2012 - July 2015
SEI   June 2014 - November 2014
SEI   March 2014 - May 2014
IPR International  July 2013 - March 2014
Catholic Social Services  June 2012 - July 2013
Balafon West African Dance Company   January 2012 - May 2012

Skills
Salesforce Training, Grant Writing, Project Design, Project Management, Public Relations, Marketing Communications, Web Design, Data Entry, Visual Merchandising, Merchandising, Retail, Retail Sales, Store Management, Fashion, Sales, Cashiering, Inventory Management, Customer Service

Education
University of Pittsburgh   2008 — 2012
Bachelor's degree, Communication and Media Studies

Pontificia Universidad Católica Madre y Maestra   2011 — 2011
Spanish Language and Literature

Central High School   2004 — 2008
Bachelor of Science (BS), 9-12

The University of the Arts
Web Design

Jim D'Aloisio Jim D'Aloisio Syracuse, New York Area Details
Jim D'Aloisio's SEI Experience October 2012 - Present
Job Principal Klepper, Hahn & Hyatt
Industry Architecture & Planning
Experience
Klepper, Hahn & Hyatt   January 1987 - Present
SEI   October 2012 - Present
USGBC New York Upstate Chapter   January 2012 - February 2013
U.S. Green Building Council   January 2009 - December 2009
Weiskopf & Pickworth   January 1983 - December 1986

Skills
Structural Engineering, Building Evaluations, Facade Design, Expert Witness, Thermal Bridging, Building Envelope, Infrared Thermal Imaging, Report Writing, SIPs, ICFs, Fly Ash, Sustainable Design, Meeting Facilitation, Presentations, PowerPoint, Green Building, Sustainability, Global Warming, Ecodriving, Workshop Facilitation, LEED, LEED AP, Submittals, Civil Engineering, Sustainable Architecture, Construction, Concrete, Masonry, Construction Management, BIM, Engineering

Education
Rensselaer Polytechnic Institute   1977 — 1982
Bachelor of Science (B.Sc.), Civil Engineering

William Berberich William Berberich Greater Philadelphia Area Details
William Berberich's SEI Experience January 2010 - Present
Job Relationship Manager SEI Advisor Network
Industry Financial Services
Experience
SEI   January 2010 - Present
SEI   January 2008 - January 2010
SEI   February 2006 - January 2008
Creative Financial Group  June 2001 - February 2006

Education
Villanova University   2007 — 2010
MBA, Finance

Penn State University   1997 — 2000
BS, Marketing

Marple Newtown High School

Joseph Reed, Ph.D. Joseph Reed, Ph.D. Greater Philadelphia Area Details
Joseph Reed, Ph.D.'s SEI Experience 1987 - 1990
Job President, J.R. Training Inc. Management Training & Organizational Development Services
Industry Management Consulting
Experience
Project Management Institute  1996 - Present
American Management Association  1992 - Present
J.R. Training Inc.   1991 - Present
St Joseph's University  1992 - 1998
SEI   1987 - 1990

Skills
Executive Coaching, MBTI, Leadership Development, Organizational..., Organizational..., Workshop Facilitation, Performance Management, Management Development, Training, Strategic Planning, Career Development, Instructional Design, Career Counseling, Coaching, Staff Development, Conflict Resolution, Executive Development, Talent Management

Education
Temple University   1982 — 1987
Ph.D., Organizational Psychology

Rowan University   1979 — 1981
M.A., Counseling

Rowan University   1972 — 1976
BA, Psych

Bordentown

Chad Stacks Chad Stacks Greater Philadelphia Area Details
Chad Stacks's SEI Experience December 1999 - September 2005
Job Environment Delivery Director and Sr. Project Manager SEI Investments
Industry Financial Services
Experience
SEI Investments Inc  April 2013 - Present
SEI Investments  April 2013 - December 2014
SEI Investments  August 2012 - December 2014
SEI Investments  January 2009 - August 2012
SEI Investments  December 2006 - January 2009
SEI Private Trust Company & SEI Trust Company   2005 - 2009
SEI   December 1999 - September 2005
Stratton Management Company   1997 - 1999

Skills
Project Management, Mutual Funds, Portfolio Management, Asset Managment, Financial Services, Series 7, Asset Allocation, Investments, Business Analysis, Wealth Management, Fixed Income, Relationship Management, Bloomberg, Process Improvement, Hedge Funds, Vendor Management, Requirements Gathering, Investment Management, Requirements Analysis, Alternative Investments, Banking, Asset Management, Integration, Analysis, Securities, Software Documentation, Quality Assurance, Equities, Trading, Management, Risk Management

Education
Springhouse Education   2012 — 2012
Project Management

Penn State University   1982 — 1986
B.S., Finance and Economics, business

Bryan Dori Bryan Dori Greater Philadelphia Area Details
Bryan Dori's SEI Experience 2005 - October 2007
Job President & CEO at Archer
Industry Financial Services
Experience
Archer  January 2015 - Present
Market Street Advisors  June 2011 - January 2015
Market Street Advisors  December 2008 - June 2011
Market Street Advisors  October 2007 - December 2008
SEI   2005 - October 2007
SEI Investments  2003 - 2005
SEI Investments  2002 - 2003
SEI Investments  2001 - 2002
SEI Investments  2000 - 2001
SEI Investments  1999 - 2000

Skills
Mutual Funds, Securities, Financial Services, ETFs, Equities, Product Management, Relationship Management, Product Development, Due Diligence, Vendor Management, Business Strategy, Executive Management, Process Improvement, Business Development, New Business Development, Separately Managed..., Trading Systems, Strategy, Middle Office, Corporate Actions, Bonds, Fixed Income, Start-ups, Management, Outsourcing, Outsourcing Management, Financial Advisory, Analysis, Finance, Operations Management, Client Services, Funding

Education
Rider University   1994 — 1998
BS, Business Management and Organizational Behavior

The Hun School of Princeton   1987 — 1993

Jeanne Bartow Jeanne Bartow Greater Philadelphia Area Details
Jeanne Bartow's SEI Experience August 2013 - Present
Job Analyst at SEI
Industry Financial Services
Experience
SEI   August 2013 - Present
Liquid Hub  July 2012 - August 2013
BNY Mellon  August 2010 - May 2012
Cantor Fitzgerald  March 2004 - March 2010

Skills
Risk Management, Financial Services, Settlement, Securities, Financial Reporting, Mutual Funds, Finance, Equities, Analysis, Business Analysis, Quality Assurance, Trading, Equity Trading, Series 7, Financial Analysis, Account Reconciliation, Strategy, Middle Office, Banking, Strategic Planning, Procedure Development, Analytics, SQL, SSRS

Education
Villanova University   2010 — 2012
Master of Business Administration (MBA), Finance

Roanoke College   1999 — 2003
BBA, Business Administration

Vaxjö University   2002 — 2002
Study Abroad, Program: Doing Business in Europe

William Daniels William Daniels Greater New York City Area Details
William Daniels's SEI Experience June 2013 - April 2014
Job Private Exchange Sales Associate at Aetna
Industry Insurance
Experience
Aetna  September 2014 - Present
Aetna  July 2014 - Present
SEI   June 2013 - April 2014
Lincoln Investment Planning  February 2013 - April 2013
Philadelphia Insurance Companies  March 2012 - August 2012
Casiello Property Management   June 2009 - August 2010

Skills
Insurance, Sales, Marketing, Account Management, Public Speaking, Social Media, Management, Microsoft Office, Market Research, Lead Generation, Marketing Strategy, PC and MAC Proficient, Finance, Outlook, Advertising, Time Management, Marketing Communications, Social Media Marketing, Underwriting, Leadership, Teamwork, Real Estate, Social Networking, Asset Management, Event Planning

Education
Philadelphia University   2009 — 2013
Bachelor of Science, Marketing, Finance

Josh Scheffey Josh Scheffey Philadelphia, Pennsylvania Details
Josh Scheffey's SEI Experience July 2015 - Present
Job Northeast Regional Director: Strategist Group at SEI
Industry Financial Services
Experience
SEI   July 2015 - Present
SEI   May 2013 - July 2015
Wells Fargo  September 2011 - May 2013
AXA Advisors  January 2009 - August 2011
AIG Financial Advisors  January 2008 - August 2008

Skills
Investments, Portfolio Management, Asset Management

Education
Penn State University   2003 — 2007

Matthew Rovi Matthew Rovi Greater Philadelphia Area Details
Matthew Rovi's SEI Experience June 2009 - Present
Job Relationship Manager, Private Banking at SEI Investments
Industry Financial Services
Experience
SEI   June 2009 - Present
SEI   January 2008 - June 2009
Pitcairn  February 2000 - January 2007
Reimel Carter/EPB   January 1997 - February 2000
The Silberman Group   August 1995 - January 1997
Metro Group  May 1994 - August 1995
PLANCO  June 1992 - May 1994

Skills
Mutual Funds, Wealth Management, Financial Services, Due Diligence, Asset Management, Portfolio Management, Securities, Equities, Asset Allocation, Investments

Education
Pennsylvania State University-Great Valley Graduate Center   2000 — 2002
Masters, Business

Millersville University of Pennsylvania   1988 — 1992
BS, Business

David J. Mumford David J. Mumford Malvern, Pennsylvania Details
David J. Mumford's SEI Experience January 2007 - March 2013
Job Director of Marketing Research & Data Analytics at The Institutes
Industry Insurance
Experience
The Institutes  April 2013 - Present
Arcadia University  January 2014 - May 2014
SEI   January 2007 - March 2013
SEI   August 2004 - August 2007
SEI   August 1999 - August 2004
SEI   January 1997 - January 1999
The Bryn Mawr Trust Company  1993 - 1997
Valley Forge Financial Group  1992 - 1993
Prudential Financial - Retirement Services   1989 - 1992
Preferred Benefits Corporation (Merrill Lynch)   1987 - 1989

Skills
Mutual Funds, Financial Services, Product Management, Strategy, Market Research, Analytics, Competitive Analysis, Business Planning, Strategic Planning, Management, Alternative Investments, Portfolio Management, Segmentation, Marketing Research, Vendor Management, Asset Management, Banking, Relationship Management, Data Analysis, Retirement, Benefits Administration, Microsoft Office, Financial Analysis, Asset Managment, Sales Operations, Marketing, Event Management, Cross Selling, Customer Relations, Sales Support, Event Planning, Social Media, Employee Engagement, Database Administration, Six Sigma, 401k, Performance Attribution, Project Management, Client Retention, Client Services, agile marketing, Analysis, Strategic Partnerships, Program Management, New Business Development, SPSS, Tableau, MS Excel Pivot Tables, Product Development, Sales

Education
Villanova University   2009 — 2009
Certification, Lean Six Sigma

Rosemont College   1997 — 1999
Bachelors of Science, Management, 3.87

Jeff Hooks Jeff Hooks Greater Philadelphia Area Details
Jeff Hooks's SEI Experience December 2012 - Present
Job Investment Manager Services, SEI Investments
Industry Financial Services
Experience
SEI   December 2012 - Present
Nuveen Investments  June 2004 - December 2012
Allianz Global Investors  March 2002 - May 2004
Nicholas Applegate  2000 - 2002

Skills
Investments, Mutual Funds, Fixed Income, Equities, Securities, Asset Management, Bloomberg, Asset Allocation, Wealth Management, Financial Services, Series 63, Trading, Investment Advisory, Asset Managment, Investment Strategies, Financial Analysis, Bonds, Banking, Derivatives, Microsoft Excel, Analysis

Education
University of California, Santa Barbara   1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Economics, Accounting

Purdue University   1994 — 1995

Serra High School   1991 — 1994

Jeremy Rutz Jeremy Rutz Greater Philadelphia Area Details
Jeremy Rutz's SEI Experience August 2014 - April 2015
Job Certified Scrum Master
Industry Information Technology and Services
Experience
PJM Interconnection  April 2015 - Present
HNB Consulting, LLC   June 2012 - Present
SEI   August 2014 - April 2015
PJM Interconnection  January 2014 - August 2014
Comcast Cable  October 2012 - December 2013
Bracket  May 2011 - October 2012
ICON Clinical Research  September 2005 - May 2011
Iron Mountain  October 2004 - September 2005
Visiting Nurse Service of New York  September 2002 - September 2004
Discover Financial Services  May 1999 - May 2002

Skills
Visio, SharePoint, MS Project, Visual Basic, Microsoft Office, HTML, COBOL, C, JCL, SDLC, Business Analysis, Process Improvement, Requirements Analysis, Project Management, Software Project..., Scrum, Program Management, Requirements Gathering, Integration, Software Documentation, Databases, Oracle, Vendor Management, Change Management, ERP, Quality Assurance, Software Development, Project Portfolio..., PMO, CRM, Testing, Analysis, Agile Methodologies, Resource Management

Education
Purdue University   1990 — 1994
B.S., Information Systems, General Business

Agile Infusion   2015 — 2015
Scrum Master Certification

OSP International   2012 — 2012
35 PDUs, Project Management Professional

Agile Infusion   2009 — 2009
Scrum Master Training

Bill Nestor, MSIS, CCSK Bill Nestor, MSIS, CCSK Greater Philadelphia Area Details
Bill Nestor, MSIS, CCSK's SEI Experience 1981 - 1982
Job
Industry Financial Services
Experience
Vanguard  February 1997 - Present
Albert Einstein HealthCare Network  July 1987 - February 1997
philadelphia life insurance co.   September 1982 - May 1987
SEI   1981 - 1982

Skills
COBOL, SQL, CICS, Windows, SQL Server, Security, Disaster Recovery, Network Security, Risk Management, Security Management, Computer Security, Visual Basic, Access, Security+, CISSP, DB2, Information Security..., Application Security, Databases, Information Security, Microsoft SQL Server, Requirements Analysis, SDLC, Security Architecture..., Oracle, Information Technology, Unix

Education
Pennsylvania State University-Great Valley Graduate Center   2006 — 2009
Master of Science (M.S.)

Pennsylvania State University-Great Valley Graduate Center   2005 — 2006
Certificate

University of Phoenix   2000 — 2001
Bachelor of Science (BS)

Donna Gardos Donna Gardos Providence, Rhode Island Area Details
Donna Gardos's SEI Experience June 1996 - November 1996
Job Senior Instructional Designer
Industry E-Learning
Experience
Fidelity Investments  April 1995 - June 2015
Thomson Course Technology  September 2002 - September 2003
Ziff-Davis Education  September 1996 - August 1998
Putnam Investments  April 1997 - November 1997
SEI   June 1996 - November 1996
Fleet Bank  March 1996 - May 1996
Federal Products  January 1991 - December 1994
Potomac Research Group  February 1989 - July 1991
Vanguard Technologies  July 1987 - February 1989
Electronic Data Systems  September 1985 - July 1987

Skills
Instructor-led Training, E-Learning, Captivate, Software Documentation, Instructional Design, Curriculum Design, Project Management, Technical Writing, Training Needs Analysis

Education
Purchase College, SUNY
Bachelor Fine Arts, Music Performance

Deirdre Simons, SPHR, MEd Deirdre Simons, SPHR, MEd Greater Philadelphia Area Details
Deirdre Simons, SPHR, MEd's SEI Experience November 2007 - March 2009
Job Human Resources Professional at Company focused on business results driven by employee performance and engagement
Industry Human Resources
Experience
H&M Networks   June 2013 - Present
GVFHRA   2009 - Present
Innovative Solutions & Support  August 2011 - July 2012
3i Infotech  November 2009 - July 2011
SEI   November 2007 - March 2009
Siemens Medical Solutions  July 2007 - November 2007
Exelon  2004 - March 2007
ING  January 2000 - April 2003
Deloitte Consulting  January 1998 - January 2000
Day & Zimmermann, Inc.   January 1994 - January 1997

Skills
Employee Relations, Recruiting, Training, Talent Management, Talent Acquisition, Performance Management, Succession Planning, Onboarding, Human Resources, Employee Engagement, Organizational..., Workforce Planning, Coaching, HR Policies, HR Consulting, Leadership Development, Organizational..., Workshop Facilitation, Change Management, Technical Recruiting, Benefits Administration, Sourcing, Leadership, Management, Communication, Personnel Management, Internet Recruiting, Executive Coaching, Screening, Benefits Negotiation, Policy, Executive Search, Employee Benefits, Strategy, Hiring, Performance Appraisal, Temporary Placement, Interviews, College Recruiting, New Hire Orientations, Career Development, Labor Relations, Organizational Design, Employment Law, Employer Branding, Employee Training, Job Descriptions, Screening Resumes, Strategic HR, PeopleSoft

Education
Villanova University   2007 — 2007
SPHR, Human Resources

Pennsylvania State University-Great Valley Graduate Center   1990 — 1995
MEd, Training Design & Dev

MEA

Penn State University, University Park, PA
BS, Human Development

Nicholas Alvarez-Staab Nicholas Alvarez-Staab Philadelphia, Pennsylvania Details
Nicholas Alvarez-Staab's SEI Experience June 2015 - Present
Job Lead Analyst: Financials at The William C. Dunkelberg Owl Fund
Industry Financial Services
Experience
SEI   June 2015 - Present
The William C. Dunkelberg Owl Fund  December 2014 - Present
Da Vinci's Pub   September 2012 - Present
Fox Fund   February 2014 - January 2015
Roberta's by Joe Muldoon   2013 - 2014
UBS Financial Services Inc  August 2013 - December 2013
Best Personel Inc.   October 2012 - July 2013

Skills
Finance, Bloomberg Terminal, PowerPoint, Capital IQ, Financial Analysis, Time Management, Investments, Marketing, Leadership, Industrial Sector, Microsoft Excel, Microsoft Word, Accounting, FactSet, VBA

Education
Temple University - Fox School of Business and Management   2013 — 2016
Bachelor of Business Administration (BBA), Finance, Junior

Rowan University   2011 — 2013
Finance, Sophomore

Jason Golebieski Jason Golebieski Hummelstown, Pennsylvania Details
Jason Golebieski's SEI Experience September 2014 - February 2015
Job AR Specialist at Advantage Sales & Marketing
Industry Information Technology and Services
Experience
Advantage Sales & Marketing  April 2015 - Present
SEI   September 2014 - February 2015
Business & Decision North America  October 2012 - June 2014

Skills
Oracle R12, Microsoft Excel, Team Leadership, OnBase, Telnet, Security APL, Windows 7, Customer Service, Microsoft Word, Windows, Leadership, Microsoft Powerpoint, Microsoft Outlook

Education
Penn State University   2008 — 2012
BS, Accounting, 3.0

Hershey High School   2004 — 2008

Matthew Shipon Matthew Shipon Greater Philadelphia Area Details
Matthew Shipon's SEI Experience April 2012 - August 2012
Job Real Estate Developer
Industry Food Production
Experience
AaronRob Properties   August 2012 - Present
Sonate Corporation   September 2012 - Present
SEI   April 2012 - August 2012
Northwestern Mutual  December 2010 - April 2012

Education
Penn State University   2008 — 2012
Bachelor's degree, Finance and International Business

George School   2004 — 2008

Brian Conlan Brian Conlan Greater Philadelphia Area Details
Brian Conlan's SEI Experience 1997 - 2003
Job
Industry Accounting
Experience
Vanguard  October 2004 - Present
SEI   1997 - 2003

Skills
Financial Analysis, Investments, Mutual Funds, Equities, Accounting, Financial Reporting, UCITS, ETFs, OEIC, Fixed Income, Derivatives, Fund Of Funds, Alternative Investments

Education
St. Joseph's University   2010 — 2013
Master of Business Administration (MBA), International Business

Rider University   1993 — 1996
Bachelor's degree, Finance, General

AJ DiMatteo AJ DiMatteo Greater Philadelphia Area Details
AJ DiMatteo's SEI Experience January 2013 - Present
Job Private Banking Implementations Team at SEI
Industry Financial Services
Experience
SEI   January 2013 - Present
SEI   January 2012 - December 2012
SEI   January 2009 - February 2012

Skills
Mutual Funds, Securities, Product Management, Product Development, Project Management, Tax Accounting, Cash Management, Financial Services, Bloomberg, Fixed Income, Investments, Relationship Management, Alternative Investments, Wealth Management, Equities

Education
Penn State University   2003 — 2007
Finance, Finance, Economics, Real Estate, International Business

Nate Blevins Nate Blevins Greater Philadelphia Area Details
Nate Blevins's SEI Experience June 1996 - March 1997
Job R&D IT Program Manager at GSK
Industry Pharmaceuticals
Experience
GSK  August 2014 - Present
AstraZeneca  1997 - August 2014
SEI   June 1996 - March 1997
Covance  October 1995 - March 1997
Deloitte Consulting  September 1992 - October 1995
West Chester University  June 1991 - September 1992

Skills
Clinical Trials, Pharmacovigilance, Clinical Research, Clinical Pharmacology, Clinical Data Management, Epidemiology, Clinical Trial..., GCP, Document Management, Business Relationship..., Software Project..., Requirements Analysis, Six Sigma, ITIL, Strategy Facilitation, Programming, Scrum, Database Development, PHP, Visual Basic, Oracle, BPMN, UML, JavaScript, AJAX, Crystal Reports, Spotfire, Linux, HTML, MySQL, CTMS, Databases, Project Portfolio..., Computer System..., EDC, Clinical Development, Data Management, 21 CFR Part 11, Pharmaceutical Industry, GxP, Business Process, Cross-functional Team..., Business Intelligence, Business Process..., CDISC, CRO, Informatics, Project Management, Validation, Change Management

Education
Pennsylvania State University-Great Valley Graduate Center   1996 — 2000
MS, Information Science

West Chester University of Pennsylvania   1988 — 1992
BS, Computer Science

Cheryl DiPadova Cheryl DiPadova Austin, Texas Details
Cheryl DiPadova's SEI Experience October 2000 - March 2003
Job Account Manager at Fiserv Output Solutions Electronic Document Delivery
Industry Online Media
Experience
Fiserv Output Solutions  March 2003 - Present
SEI   October 2000 - March 2003
Pitcairn  August 1999 - October 2000
Mellon Financial  January 1994 - August 1999

Skills
Process Improvement, Team Building, Vendor Management, Business Analysis, Salesforce.com, Strategic Planning, Account Management, Banking, New Business Development, Cross-functional Team..., CRM, Customer Satisfaction, Solution Selling, Product Management, Lead Generation

Education
Philadelphia University   1990 — 1994
Accounting

John Custer John Custer Folcroft, Pennsylvania Details
John Custer's SEI Experience August 2012 - Present
Job Alternative Operations Analyst at SEI
Industry Accounting
Experience
SEI   August 2012 - Present
Rochester Institute of Technology  September 2007 - November 2011
University of Rochester  February 2011 - August 2011
Walmart  June 2010 - August 2010

Skills
Microsoft Office, Accounting, Analytical Abilities

Education
Rochester Institute of Technology   2007 — 2011
Bachelors, Accounting

Ricardo del Cid, AIF® ★ Ricardo del Cid, AIF® ★ Philadelphia, Pennsylvania Details
Ricardo del Cid, AIF® ★'s SEI Experience May 2012 - November 2013
Job Regional Sales Consultant at JOHCM Funds
Industry Financial Services
Experience
JOHCM Funds   August 2015 - Present
AMG Funds  January 2015 - August 2015
AMG Funds  December 2013 - January 2015
SEI   May 2012 - November 2013
SEI   October 2010 - May 2012
Bloomberg  May 2010 - October 2010
Office of the Public Guardian, State of NJ   October 2008 - October 2009

Skills
Financial Reporting, Customer Service, Financial Modeling, Mutual Funds, Investments, Bloomberg Terminal, Fixed Income, Strategic Planning, Trust 3000, Portfolio Management, Asset Management, Sales, Manage Client..., Market Research, Auditing, Leadership, Relationship Management, Asset Allocation, Wealth Management, Business Development, Financial Services, Alternative Investments, Investment Strategies, Account Management

Education
Rider University   2009 — 2015
Master of Business Administration, Finance & Marketing

Stockton University   2007 — 2008
Bachelor of Science, International Business

University of South Carolina-Columbia

Ian Maxwell Ian Maxwell Greater Philadelphia Area Details
Ian Maxwell's SEI Experience September 2015 - Present
Job Senior Portfolio Analyst at SEI
Industry Accounting
Experience
SEI   September 2015 - Present
SEI   September 2014 - September 2015
Anthony and Sylvan Pools  July 2014 - September 2014

Skills
Public Speaking, Teamwork, Time Management, Social Media, Leadership

Education
Penn State University   2010 — 2014
Bachelor's degree, Accounting

Matthew Fehnel Matthew Fehnel Greater Philadelphia Area Details
Matthew Fehnel's SEI Experience October 2011 - Present
Job Implementation Specialist at SEI
Industry Financial Services
Experience
SEI   October 2011 - Present
SEI Investments  December 2007 - November 2011
PNC Financial Services  2005 - 2007

Skills
Financial Analysis, Hedge Funds, Excel, Bloomberg, Financial Reporting, Private Equity, Customer Relations, Word, Financial Modeling, PowerPoint, Alternative Investments, Accounting, Investments, Equities, Valuation, Derivatives, Fixed Income, Securities, Microsoft Office, Forecasting, Research, Problem Solving, Process Improvement, Customer Service, Analysis, Fund Accounting, Financial Services, Bloomberg Terminal, Finance, Account Reconciliation, Bonds, Asset Allocation, Risk Management, Asset Management, Financial Accounting, Loans, Fund Administration, Fund Of Funds, Investment Management, Mutual Funds, Portfolio Management

Education
Pennsylvania State University-Great Valley Graduate Center   2009 — 2010
Masters, Finance

West Chester University of Pennsylvania   2003 — 2007
Undergraduate, Finance and Economics

Parkland High School

Carolyn Bucher Carolyn Bucher Greater Philadelphia Area Details
Carolyn Bucher's SEI Experience Staff AccountantSEIAugust 2012 - April 2014
Job Business Manager, Institutional Group
Industry Financial Services
Experience
SEI   Staff AccountantSEIAugust 2012 - April 2014
Penn State University  August 2008 - May 2012
Turner Investment Partners  May 2011 - August 2011

Skills
Customer Service, Finance, Accounting, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel

Education
Penn State University   2008 — 2012
BS, Finance

Archbishop Wood High School   2004 — 2008

Josh Field Josh Field Ambler, Pennsylvania Details
Josh Field's SEI Experience June 2015 - Present
Job Private Banking Associate at SEI
Industry Financial Services
Experience
SEI   June 2015 - Present
Pershing, a BNY Mellon company  June 2014 - August 2014
Raymond James Financial Inc.  June 2013 - August 2013
Ameriprise Financial Services, Inc.   May 2013 - August 2013
Kades-Margolis Corporation  May 2012 - August 2012

Skills
Microsoft Excel, Insurance, PowerPoint, Strategic Financial..., Data Analysis, Risk Management, Teamwork, Microsoft Office, Microsoft Word, Public Speaking

Education
Penn State University   2011 — 2015
Bachelor of Science (B.S.) Finance

Penn State University

William Buenzle William Buenzle Greater Philadelphia Area Details
William Buenzle's SEI Experience Enterprise ArchitectSEI Investments2003 - Present
Job Enterprise Architect at SEI
Industry Financial Services
Experience
SEI   Enterprise ArchitectSEI Investments2003 - Present
BankOne  1997 - 2000
Ernst & Young Consulting  1987 - 1995
Ernst & Young  1986 - 1995
E&Y Mnagment Consulting   1985 - 1995

Skills
Solution Architecture, Data Modeling, Enterprise Architecture, SDLC, SOA, Business Analysis, Data Warehousing, IT Strategy, Enterprise Software, Vendor Management, Requirements Analysis, Software Project..., Agile Methodologies, Agile Project Management, Integration, Requirements Gathering, Business Intelligence, Business Requirements, Oracle, Java Enterprise Edition, Application Architecture

Education
Rutgers, The State University of New Jersey-Camden   1978 — 1982
B.A. Computer Science, Computer Science, 3.67

Rutgers, The State University of New Jersey-Camden   1978 — 1982
Bachelor of Arts (B.A.), Economics, 3.67

Falguni Patel Falguni Patel Greater Philadelphia Area Details
Falguni Patel's SEI Experience November 2007 - September 2009
Job GWP Asset Data Services Specialist at SEI Investments
Industry Financial Services
Experience
SEI Investments  September 2009 - Present
SEI   November 2007 - September 2009
SEI   November 2005 - September 2007

Education
Rutgers, The State University of New Jersey-New Brunswick   1999 — 2003
Bachelor of Arts (BA), Economics

North Brunswick Township High School   1996 — 1999

James Wingerter James Wingerter Greater Philadelphia Area Details
James Wingerter's SEI Experience April 2015 - Present
Job Senior Storage Engineer at SEI
Industry Information Technology and Services
Experience
SEI   April 2015 - Present
Arraya Solutions  July 2013 - April 2015
hibu business  January 2010 - July 2013
Mars Information Services.  September 2007 - January 2010
Mars Information Services  January 2005 - September 2007
Mars information Services  January 2002 - January 2005

Skills
IT Management, Disaster Recovery, ITIL, IT Service Management, VMware, Vendor Management, Troubleshooting, ITIL Certified, Servers, Windows Server, Cloud Computing, IT Strategy, SAN, Process Improvement, Change Management, NAS, Cisco Technologies, Team Leadership, VMware Infrastructure

Education
Pennsylvania State University-Great Valley Graduate Center   2004 — 2007
M.S., Information Science

Shippensburg University of Pennsylvania   1997 — 2001
B.S., Business Information Systems

Aaron C. Buser Aaron C. Buser Greater Philadelphia Area Details
Aaron C. Buser's SEI Experience July 2007 - Present
Job Corporate Counsel at SEI
Industry Investment Management
Experience
SEI   July 2007 - Present
Stark & Stark  2004 - 2007
Flaster/Greenberg P.C.   2000 - 2004
Robb, Peck & McCooey   1996 - 2000
Bear, Stearns & Co. Inc.   1993 - 1996

Skills
Litigation, Corporate Law, Securities Regulation, Securities, Legal Writing, Corporate Governance, Legal Research, Due Diligence

Education
Rutgers University School of Law - Camden   1998 — 2001
JD

Rider University   1989 — 1993
BA

Tom Kapala Tom Kapala Greater Chicago Area Details
Tom Kapala's SEI Experience 2002 - 2003
Job Quality Analyst II at Ace Hardware
Industry Retail
Experience
Ace Hardware  March 2011 - Present
Ace Hardware  July 2007 - March 2011
SEI LLC  2003 - 2004
Data Specialists, Inc.   2002 - 2003
Datanomix  2002 - 2003
Prosys  2002 - 2003
SEI   2002 - 2003
TEKSystems  2002 - 2003

Skills
Quality Assurance, Customer Relations, Microsoft Office, Customer Service, Testing, SDLC, Software Documentation, Customer Satisfaction, Troubleshooting, Technical Support, Process Improvement, Business Analysis, Management, Leadership, Team Leadership, Visio, Inventory Management, Access, Retail, Project Management, SharePoint, Windows, Team Building, Vendor Management, Training, SQL, Requirements Analysis, Analysis

Education
Purdue University Calumet   1992 — 1996

Tricia Surgent Tricia Surgent Greater New York City Area Details
Tricia Surgent's SEI Experience September 2006 - Present
Job Hedge Fund Accounting Manager at SEI
Industry Financial Services
Experience
SEI   September 2006 - Present
SEI   May 2005 - September 2006
SEI   August 2003 - May 2005
SEI   March 2001 - August 2003

Skills
Hedge Funds, Fund Accounting, Fund Administration, Audit, Alternative Investments, Fixed Income, Securities, Equities, Investments, Bonds, Mutual Funds, Financial Reporting, Bloomberg, Accounting, Client Service, Derivatives, Options, Valuation, Reconciliation, Swaps, Bloomberg Terminal, Excel, Process Improvement, Financial Services, Portfolio Management, Trading, Account Reconciliation

Education
Rowan University   1996 — 2001
Bachelor of Science, Business Administration- Finance

Audrey Bogdonoff Audrey Bogdonoff Greater Chicago Area Details
Audrey Bogdonoff's SEI Experience June 1991 - August 1995
Job Regional Sales and Merchandising Manager at Gucci Group
Industry Luxury Goods & Jewelry
Experience
Gucci Group  May 2013 - Present
Hermes of Paris  August 2009 - April 2013
Corum USA   May 2003 - January 2009
Morgan & Lambert, Ltd.   August 1995 - May 2003
SEI   June 1991 - August 1995

Education
Purdue University   1985 — 1989
BA, Political Science

IBM Marketing Education
Marketing, New Business Account Growth & Sales Scool

Watchmakers of Switzerland Training & Educational Program (WoSTEP)
Mechanical Watches

Canh Ho Canh Ho Greater Philadelphia Area Details
Canh Ho's SEI Experience 2002 - 2007
Job Custody Operation at BlackRock
Industry Financial Services
Experience
BlackRock  December 2007 - Present
BlackRock  2007 - Present
SEI   2002 - 2007

Skills
Process Improvement, Financial Services, Portfolio Management, Business Development, Investments, Securities, Hedge Funds, Mutual Funds, Bloomberg, Business Analysis, Fixed Income, Project Management, Equities, Management, Vendor Management, Team Building, Cross-functional Team...

Education
Philadelphia University   1999 — 2002

Keystone College   1997 — 1999
Associate, Liberal Study

Eugene Cichanowsky Eugene Cichanowsky Greater Philadelphia Area Details
Eugene Cichanowsky's SEI Experience 1999 - 2004
Job AVP Treasury
Industry Financial Services
Experience
Radian Group Inc.  January 2010 - Present
Radian Group Inc  June 2004 - January 2010
SEI Investments  August 1999 - June 2004
SEI   1999 - 2004

Education
Saint Joseph's University - Erivan K. Haub School of Business   2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General

Penn State University   1995 — 1999
BS, Accounting

Thomas Palmer Thomas Palmer Greater Philadelphia Area Details
Thomas Palmer's SEI Experience October 2013 - Present
Job IT Project Manager / Lead at SEI
Industry Investment Management
Experience
SEI   October 2013 - Present
SEI   January 2007 - October 2013
Halfpenny Technologies  July 2004 - January 2007
SEI Investments  February 2001 - July 2004
Advanced Health Technologies  May 1998 - February 2001
SmithKline Beecham  1997 - May 1998
United States Marine Corps  October 1991 - May 1997

Skills
Microsoft SQL Server, T-SQL, SQL, SharePoint, Disaster Recovery, Data Warehousing, SDLC, Business Analysis, SSIS, .NET, SSRS, Database Administration, Business Intelligence, Powershell, ITIL Certified, SSAS 2008, Server Clustering, VMware, Windows Sharepoint..., Databases, VBA, Security, Enterprise Software, Servers, Change Management, Windows Powershell, IT-BPO, High Availability..., Windows Server, Virtualization, Requirements Analysis, Data Center, Vendor Management, Software Project..., Agile Methodologies, Project Management, Process Improvement, Management, Information Technology

Education
Pennsylvania State University-Great Valley Graduate Center   2008 — 2012
Masters of Science, Information Science, 3.86 GPA

University of Phoenix   2001 — 2004
BA, Information Sciences

Computer Learning Center - Plymouth Meeting Campus   1997 — 1997
Computer Networking Program, Microsoft Certified System Engineer (MCSE) Certification

Pennsylvania State University Abington   1994 — 1997
BA, Information Sciences

Brian Chirlin Brian Chirlin Greater Philadelphia Area Details
Brian Chirlin's SEI Experience May 2015 - Present
Job SEI Wealth Platform Transition Manager
Industry Financial Services
Experience
SEI   May 2015 - Present
SEI   March 2014 - April 2015
SEI   August 2012 - March 2014
SEI   May 2010 - August 2012
SEI   January 2007 - May 2010
SEI   June 2005 - December 2007
Philadelphia University  September 2003 - May 2005
Produce Marketing Association  June 2003 - August 2003
Tatnall School   August 2001 - November 2002

Skills
Mutual Funds, Reconciliation, Investments, Operations, Corporate Actions, Income, Cash, Training & Development, Procedure Development, Corrections, Stocks, Processing, International Business, Financial Control, Control, Operational Risk..., Root Cause Analysis, Reporting & Analysis, Client Service, Problem Solving, Creative Problem Solving, Problem Analysis, Collaborative Problem..., Reversals, International Operations, Account Reconciliation, Portfolio Management, Financial Services

Education
Philadelphia University   2003 — 2005
Bachelor of Science (B.S.), Finance, General

Rick Poluch Rick Poluch Greater Philadelphia Area Details
Rick Poluch's SEI Experience 1992 - 1996
Job Principal at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group  1998 - Present
Financial Research Inc   1996 - 1998
SEI   1992 - 1996

Education
Villanova University   1995 — 1997
MBA

Penn State University   1988 — 1991
BS, Finance

Dianne C. Morrow Dianne C. Morrow San Francisco, California Details
Dianne C. Morrow's SEI Experience 2000 - 2007
Job Vice President at BlackRock/iShares
Industry Financial Services
Experience
BlackRock  June 2012 - Present
Delaware Investments, a member of the Macquarie Group  November 2006 - May 2012
SEI   2000 - 2007
Morgan, Lewis & Bockius LLP   1995 - 2000

Skills
FINRA, Analysis, Mutual Funds, Painting, SEC, Financial Services, Drawing, Investment Management, Proofreading, Organizational..., Application Development, Public Relations, 40 Act Law, Writing, Investments, Presentation Skills

Education
Rice University   1980 — 1984
BA, English and Art/Art History

Pennsylvania Academy of Fine Arts   1989 — 1993
Certificate, Painting

Anthony Amodei Anthony Amodei Greater Philadelphia Area Details
Anthony Amodei's SEI Experience April 2015 - Present
Job Vmware Engineer at SEI
Industry Financial Services
Experience
SEI   April 2015 - Present
Arraya Solutions  February 2013 - April 2015
Premier Prizm Solutions  March 2008 - February 2013
Cooper University Hospital  March 2007 - March 2008
Starlite Productions  2002 - 2005
Lenape School District   May 1998 - March 2001

Skills
Networking, Active Directory, Microsoft Certified..., DNS, DHCP, VMware, Troubleshooting, Operating Systems, Software Documentation, Microsoft SQL Server, Integration, Project Management, NetApp, HP EVA, Foglight, Microsoft Exchange, System Architecture, Powershell, Disaster Recovery, Servers, Cloud Computing, VMware ESX, Citrix, Security

Education
ITT Technical Institute   2004 — 2008
Assoc & Bachelors, Computer Network Design and Information Security (Respectively)

Rowan College at Burlington County   2002 — 2004
None, Computer Engineering

Nanci Gonzalez Nanci Gonzalez Greater Philadelphia Area Details
Nanci Gonzalez's SEI Experience December 2014 - Present
Job Consultant on behalf of Liquidhub at SEI
Industry Graphic Design
Experience
SEI   December 2014 - Present
LiquidHub  September 2014 - Present

Skills
Typography, Illustration, Illustrator, Graphic Design, Microsoft Certified..., HTML 5, jQuery, CSS3, Adobe Creative Suite, Logo Design, InDesign, Corporate Identity, Layout, Photoshop, Posters, Web Design, Packaging, Flyers, JavaScript, HTML, CSS, Art Direction, Vector Illustration, Book Design, User Experience, User Interface Design, Visual Studio, ASP.NET MVC, Telerik Web Controls

Education
Philadelphia University   2004 — 2008
Bachelor of Science, Graphic Design Communication

Reading High School

Connor Pera Connor Pera Greater Philadelphia Area Details
Connor Pera's SEI Experience August 2014 - Present
Job Middle Office Operations Analyst at SEI
Industry Accounting
Experience
SEI   August 2014 - Present
Stonewall  May 2012 - August 2013
The Country Club of Hudson  August 2009 - July 2011

Skills
Microsoft Word, Microsoft Excel, Financial Accounting, Microsoft Office, PowerPoint, Public Speaking, Social Media, Leadership, Time Management, Teamwork, Event Planning, Social Networking, Management

Education
Penn State University   2010 — 2014
Bachelor of Science (B.S.), Accounting

Joy Cavaliere Joy Cavaliere Greater Philadelphia Area Details
Joy Cavaliere's SEI Experience May 2015 - Present
Job Software Development Manager at SEI
Industry Financial Services
Experience
SEI   May 2015 - Present
SEI   October 2014 - May 2015
SEI   June 2011 - October 2014
SEI   January 2009 - June 2011
SEI   January 2008 - December 2008

Skills
Financial Services, Risk Management, Business Analysis, Software Project..., Asset Managment, Portfolio Management, Vendor Management, Requirements Gathering, SDLC, Banking, Project Management

Education
Villanova University   2010 — 2011
Master Certification in IS/IT Project Management, Information Technology Project Management

Pennsylvania College of Technology   2002 — 2006
BA, Data Communications

Linda Farquhar Linda Farquhar Greater Philadelphia Area Details
Linda Farquhar's SEI Experience June 1992 - August 1992
Job Managing Member at entreDonovan women's custom clothing
Industry Apparel & Fashion
Experience
entreDonovan Women's Custom Clothing   August 2011 - Present
Friess Associates  June 2000 - August 2011
Tocqueville Society - United Way of Delaware   2005 - 2009
Bennett Lawrence Management   December 1997 - June 2000
Alex. Brown & Sons   September 1993 - December 1997
SEI   June 1992 - August 1992

Skills
Commitment to Customer..., Custom Clothing, Apparel, Footwear, Financial Modeling, Strategy, Entrepreneurship, Start-ups, Retail, Leadership, Management, Strategic Planning, Marketing Strategy, Business Strategy, Public Speaking, Social Media, Marketing, Event Planning

Education
University of Pennsylvania - The Wharton School   1991 — 1993
MBA, Finance/Entrepreneurial Management

Rutgers University – Camden
BS Highest Honors, Management, Econ minor

Frank Pizzuta Frank Pizzuta Greater Philadelphia Area Details
Frank Pizzuta's SEI Experience June 2009 - Present
Job Marketing Technology Director at SEI
Industry Financial Services
Experience
SEI   June 2009 - Present
SEI   1993 - Present

Skills
Enterprise Architecture, Vendor Management, Software Project..., IT Strategy, Disaster Recovery, SharePoint, Requirements Analysis, Project Management, Integration

Education
Pennsylvania State University-Great Valley Graduate Center   2005 — 2007
MS, Software Engineering

Villanova University   1993 — 1995
MS, Computer Science

Rutgers, The State University of New Jersey-New Brunswick   1990 — 1993
BA/BS, History / Computer Science

Kate Stanton Kate Stanton Greater Philadelphia Area Details
Kate Stanton's SEI Experience January 2014 - Present
Job Head of Global Innovation Program at SEI
Industry Financial Services
Experience
SEI   January 2014 - Present
SEI   December 2006 - December 2013
SEI   June 2001 - December 2006
SEI   April 1994 - June 2001

Education
University of Pennsylvania Law School   1983 — 1986
J.D., cum laude

Princeton University   1976 — 1980
A.B.

Daniel Devlin Daniel Devlin Greater Philadelphia Area Details
Daniel Devlin's SEI Experience July 1996 - Present
Job Relationship Manager at SEI
Industry Financial Services
Experience
SEI   July 1996 - Present

Skills
Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Series 7, Hedge Funds, Equities, Securities, Series 63, Portfolio Management, Private Equity, Middle Office, Business Process..., Relationship Management

Education
Philadelphia University   1986 — 1990
Bachelor's Degree, Marketing

Herb McPherson Herb McPherson Greater Denver Area Details
Herb McPherson's SEI Experience March 1977 - September 1994
Job President & CEO at Investors independent Trust Company
Industry Investment Management
Experience
Investors independent Trust Company   April 1996 - Present
SEI   March 1977 - September 1994

Skills
Wealth Management, Investments, Asset Management, Mutual Funds, Portfolio Management, Securities, Alternative Investments, Equities, Financial Services, Asset Allocation, Series 7

Education
Pepperdine University   1980 — 1982
MBA, Business

University of Illinois at Urbana-Champaign - College of Business   1970 — 1974
BS, Business Administration and Management, General

Lawrence Friedman, CPA, MBA Lawrence Friedman, CPA, MBA Philadelphia, Pennsylvania Details
Lawrence Friedman, CPA, MBA's SEI Experience April 2015 - Present
Job SEI
Industry Accounting
Experience
SEI   April 2015 - Present
BBD, LLP  May 2012 - March 2015
KPMG US  June 2011 - May 2012
Ernst & Young  May 2009 - June 2011

Skills
Big 4

Education
Philadelphia University   2008 — 2009
MBA, Accounting & Finance

Francis Lewis HS

Jessi Andrews Jessi Andrews Phoenix, Arizona Area Details
Jessi Andrews's SEI Experience August 2015 - Present
Job Regional Director at SEI
Industry Investment Management
Experience
SEI   August 2015 - Present
AssetMark  November 2009 - July 2015
Russell Investments  March 2008 - November 2009
Russell Investments  May 2004 - March 2008

Skills
Strategic Consulting, Investment Strategies, Wealth Management, Asset Allocation, Alternative Investments, Series 7, Asset Management, Retirement Planning, Series 66, Investment Products

Education
University of Arizona   1997 — 2000
Bachelor of Science in Business Administration, Accounting

Pierce College at Puyallup   1995 — 1997
Associate of Arts and Sciences (A.A.S.)

Derek Huey Derek Huey Greater Philadelphia Area Details
Derek Huey's SEI Experience October 1999 - July 2006
Job Practice Lead at Premier Logic
Industry Information Technology and Services
Experience
Premier Logic  February 2013 - Present
HighPoint Solutions  January 2011 - February 2013
Perficient  July 2006 - January 2010
SEI   October 1999 - July 2006

Skills
SharePoint Governance, SharePoint 2010 Records..., SharePoint 2007 to 2010..., SharePoint Intranets, Workflow in SharePoint, SharePoint Solutions in..., Requirements Analysis, IT Strategy, Business Analysis, Enterprise Content..., Solution Architecture, Microsoft Office..., Requirements Gathering, Business Process, Information Architecture, Business Intelligence, Enterprise Architecture, InfoPath, Microsoft SQL Server, Portals, SDLC, SharePoint

Education
Rollins College   1989 — 1993
BA, Philosophy

Michael Zeisweiss Michael Zeisweiss West Palm Beach, Florida Area Details
Michael Zeisweiss's SEI Experience December 2014 - Present
Job Financial Advisor at H.D. Vest Financial Services
Industry Financial Services
Experience
SEI   December 2014 - Present
Sole Proprietor  January 2012 - Present
H.D. Vest Financial Services   October 2008 - May 2012
Liberty Tax Service  2009 - 2012
Spray Beach Inn   2003 - 2005

Skills
Series 7, Uniform Combined State..., Retirement Planning, Series 63, Mutual Funds, Wealth Management, Retirement, Asset Allocation, Investment Advisory, Strategic Financial..., Financial Advisory, College Savings Plans, Securities, 401k, Fixed Annuities

Education
Rutgers, The State University of New Jersey-Camden   2003 — 2007
Finance

Holy Cross

University of Delaware - Lerner College of Business and Economics

Jordan Lugg Jordan Lugg Greater Philadelphia Area Details
Jordan Lugg's SEI Experience September 2012 - October 2014
Job Associate at Morgan Stanley Investment Management IM Operations
Industry Financial Services
Experience
Morgan Stanley Investment Management  October 2014 - Present
SEI   September 2012 - October 2014
T. Rowe Price  March 2010 - September 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Customer Service, Research, Data Analysis, Financial Analysis, Time Management, Access, Leadership

Education
Penn State University   2005 — 2009
Bachelor of Science (B.S.), Finance

Penn State University   2005 — 2009
Bachelor of Science (BS), Finance, General

Scott Reasoner Scott Reasoner Greater Philadelphia Area Details
Scott Reasoner's SEI Experience June 2013 - Present
Job Senior Analyst Investor Services
Industry Financial Services
Experience
SEI   June 2013 - Present
Philadelphia University  October 2009 - May 2013
Philadelphia University  2008 - 2013
Family Wealth Management   August 2012 - November 2012
Access Property Management  December 2008 - January 2009

Skills
PowerPoint, Excel, Word, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Business Analysis, Multi Tasking, Highly detail oriented, Financial Reporting, Data Analysis, Data Entry, Management, Leadership, Sales, Accounting, Marketing, Marketing Strategy, Strategic Planning, Finance, Human Resources, Project Planning, Time Management, Team Leadership

Education
Philadelphia University   2012 — 2013
Master of Business Administration (M.B.A.), Finance, General, 3.6

Philadelphia University   2008 — 2012
Bachelor of Science, Finance and Management, 3.3

Voorhees High School

Edward DiRugeris Edward DiRugeris Greater Philadelphia Area Details
Edward DiRugeris's SEI Experience June 2013 - December 2014
Job Client Rebalancing Associate at Pitcairn
Industry Financial Services
Experience
Pitcairn  December 2014 - Present
SEI   June 2013 - December 2014
stephano slack  June 2012 - August 2012
UBS Wealth Management  June 2010 - August 2011

Skills
Research

Education
Philadelphia University   2009 — 2013
Bachelor of Science (B.S.), Finance

Pennsbury High School

Conor Mulholland Conor Mulholland Greater Philadelphia Area Details
Conor Mulholland's SEI Experience June 2015 - Present
Job Fund Accountant st SEI
Industry Financial Services
Experience
SEI   June 2015 - Present
SEI   March 2014 - May 2015
Agilence, Inc.   March 2013 - March 2014

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, Research, English

Education
Philadelphia University   2008 — 2012
Bachelor of Science (BS), Finance, General

Roman Catholic HS

Angelica Browning Angelica Browning Plymouth Meeting, Pennsylvania Details
Angelica Browning's SEI Experience July 2011 - Present
Job Hello
Industry Financial Services
Experience
SEI   July 2011 - Present

Skills
Financial Analysis, Marketing, Strategic Planning, Nonprofits, Management, Leadership, Customer Service

Education
Rosemont College   2012 — 2012
Bachelors, Business Communications

Jeanne Haselkorn Jeanne Haselkorn Greater Philadelphia Area Details
Jeanne Haselkorn's SEI Experience July 2003 - February 2012
Job Senior Investment Analyst at SEI
Industry Financial Services
Experience
SEI   July 2003 - February 2012

Education
Princeton University   1999 — 2003
BSE, ORFE

Kumaravel Sivanandham Kumaravel Sivanandham Greater Philadelphia Area Details
Kumaravel Sivanandham's SEI Experience 2010 - Present
Job
Industry Investment Banking
Experience
SEI   2010 - Present
TCS  January 2001 - September 2014

Skills
PL/SQL, Software Project..., Requirements Analysis, Oracle, C++, SDLC, Solution Architecture, Requirements Gathering, Data Warehousing

Education
Pondicherry University   1996 — 2000
B.Tech, EEE

Tiffany Garrett Tiffany Garrett Greater Philadelphia Area Details
Tiffany Garrett's SEI Experience October 2011 - Present
Job Alternative Investment Fund Services Hedge Fund Supervisor at SEI
Industry Financial Services
Experience
SEI   October 2011 - Present
State Street Bank  January 2001 - July 2011
Merrill Lynch  May 1997 - January 2001

Education
Rider University
Bachelor's degree, Accounting

Michael Plumeri, MBA Michael Plumeri, MBA Greater New York City Area Details
Michael Plumeri, MBA's SEI Experience November 2011 - May 2013
Job at
Industry Financial Services
Experience
State of New Jersey  June 2013 - Present
SEI   November 2011 - May 2013
State Street Corporation  January 2002 - July 2011
Merrill Lynch Asset Management  May 1992 - December 2001

Skills
Mutual Funds, Financial Services, Bloomberg, Hedge Funds, Private Equity, Analysis, Fund Accounting, Fixed Income, Alternative Investments, Derivatives, Equities, Investments, Securities, Trading, Financial Analysis

Education
Rider University   1995 — 1997
MBA, Accounting, Finance

Rider University   1990 — 1992
BA, Accounting, Finance

Rider University
Master of Business Administration (MBA), Accounting and Finance

Anthony J. Maresca III Anthony J. Maresca III Oaks, Pennsylvania Details
Anthony J. Maresca III's SEI Experience November 2011 - Present
Job IMS Production Support Specialist at SEI
Industry Financial Services
Experience
SEI   November 2011 - Present
SEI   March 2007 - November 2011
Rubin, Fortunato & Harbison P.C.   March 2006 - March 2007

Skills
Mutual Funds, Microsoft Office, Financial Services, Private Equity, Hedge Funds, Microsoft Excel, Bloomberg, Financial Analysis, Team Building, Customer Service, Process Improvement, Team Leadership, Investments

Education
Penn State University Berks   2002 — 2007
Business, Management & Marketing

Pennsylvania State University-Penn State Berks

Jeanne Haselkorn Jeanne Haselkorn Greater Philadelphia Area Details
Jeanne Haselkorn's SEI Experience July 2003 - Present
Job Sr Analyst at SEI
Industry Financial Services
Experience
SEI   July 2003 - Present

Education
Princeton University   1999 — 2003
BSE, ORFE

Laura Broney Laura Broney Greater Philadelphia Area Details
Laura Broney's SEI Experience March 2013 - December 2013
Job Business Project Specialist at Cigna Healthcare
Industry Health, Wellness and Fitness
Experience
Cigna  January 2014 - Present
SEI   March 2013 - December 2013
SEI   April 2011 - March 2013
Harleysville Savings Bank  August 2009 - April 2011
Harleysville Savings Bank  May 2006 - August 2009

Skills
Finance, Training, Outlook, Access, Account Reconciliation, Financial Reporting, Accounting, Business Analysis, Credit, PowerPoint, General Ledger, Data Analysis, Investments, Strategic Financial..., Alternative Investments, Asset Allocation, Analysis, Microsoft Excel, Process Improvement

Education
Pennsylvania State University-Great Valley Graduate Center   2013 — 2014
MBA Graduate Certificate, Health Sector Management

Saint Joseph's University   2011 — 2013
Master of Business Administration (MBA), Finance, General

Shippensburg University of Pennsylvania   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance / Management Information Systems

Joseph M. Lawrence Joseph M. Lawrence Greater Philadelphia Area Details
Joseph M. Lawrence's SEI Experience December 2014 - Present
Job Senior Analyst at SEI
Industry Financial Services
Experience
SEI   December 2014 - Present
SEI   August 2013 - Present

Skills
Financial Modeling, Microsoft Office, Microsoft Excel, Account Reconciliation, PowerPoint, Accounting, VBA, Bloomberg Terminal, InvestOne, Advent Geneva, SQL, Ad Hoc Reporting, Evaluation Methodologies, Sensitivity Analysis, Pro Forma Development, Financial Analysis, Finance

Education
Philadelphia University   2008 — 2012
Bachelor of Science (B.S.)

Wesley Eagelman Wesley Eagelman Greater Philadelphia Area Details
Wesley Eagelman's SEI Experience May 2012 - Present
Job Financial Analyst at SEI
Industry Investment Management
Experience
SEI   May 2012 - Present
Pennsylvania Army National Guard  November 2003 - Present
First Financial Group / MassMutual  August 2011 - December 2011

Skills
Finance, Analysis, Accounting, Supply Chain Management, Risk Management, Economics, Financial Modeling, Budgets, Financial Analysis, Leadership, Investments, Project Management

Education
Penn State University   2007 — 2012
Bachelor's degree, Finance, 3.17

Amanda Straub Amanda Straub Greater Philadelphia Area Details
Amanda Straub's SEI Experience August 2014 - May 2015
Job Clinical Research Coordinator
Industry Hospital & Health Care
Experience
University of Pennsylvania  May 2015 - Present
SEI   August 2014 - May 2015
New Penn Financial, LLC  March 2013 - August 2014
New Penn Financial, LLC  July 2012 - March 2013
You & I Academy   2011 - 2012
The Investment Center, Inc.   2008 - 2009
Verizon Wireless  2008 - 2008
Sovereign Bank  2006 - 2007

Skills
Loans, Banking, Mortgage Lending, Investments, Residential Mortgages, FHA, Credit, Credit Analysis, Refinance, Financial Analysis, Real Estate, Investment Properties, Asset Management, Customer Service

Education
Rowan University   2004 — 2007
Bachelor's degree, Mathematics

Collegium Palatinum (Heidelberg, Germany)   2007 — 2007
German Studies

Charles Hammons Charles Hammons United States Details
Charles Hammons's SEI Experience 2004 - Present
Job
Industry
Experience
SEI   2004 - Present

Skills
Software Engineering, Systems Engineering, Unmanned Vehicles, Simulation Software, Software Development, Enterprise Architecture, Embedded Software, Software Design, Embedded Systems

Education
Rice University   1976 — 1978
Doctor of Philosophy (PhD), Mathematical Sciences

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