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,
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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
Andrew Chipego Andrew Chipego's SEI Experience January 2014 - Present
Job Relationship Manager at SEI Investments
Industry Financial Services
Experience
SEI January 2014 - Present
SEI January 2012 - December 2013
Bank of America, Corp. May 2010 - January 2012
Skills
Investments, Wealth Management, Financial Services, Finance, Mutual Funds, Portfolio Management, Management, Equities, Financial Analysis, Financial Planning
Education
Saint Joseph's University 2009 — 2011
Bachelors of Science, Psychology
Vanderbilt University 2004 — 2007
Psychology
Episcopal Academy
Rosemont School of the Holy Child
SEI January 2014 - Present
SEI January 2012 - December 2013
Bank of America, Corp. May 2010 - January 2012
Skills
Investments, Wealth Management, Financial Services, Finance, Mutual Funds, Portfolio Management, Management, Equities, Financial Analysis, Financial Planning
Education
Saint Joseph's University 2009 — 2011
Bachelors of Science, Psychology
Vanderbilt University 2004 — 2007
Psychology
Episcopal Academy
Rosemont School of the Holy Child
Erol Sozerman Erol Sozerman's SEI Experience July 2014 - Present
Job Mutual Fund Analyst at SEI
Industry Financial Services
Experience
SEI July 2014 - Present
Education
Saint Joseph's University 2009 — 2013
Bachelor’s Degree, Finance, General
SEI July 2014 - Present
Education
Saint Joseph's University 2009 — 2013
Bachelor’s Degree, Finance, General
Steve Erfle, CFP®, CDFA™ Steve Erfle, CFP®, CDFA™'s SEI Experience July 2004 - March 2008
Job Thrive Wealth Management, LLC | We Do More Than Manage Your Money | Helping Individuals Financially Survive Divorce
Industry Financial Services
Experience
Thrive Wealth Management, LLC October 2013 - Present
United Capital Financial Advisers, LLC September 2011 - October 2013
Legacy Advisors March 2008 - September 2011
SEI July 2004 - March 2008
Ursinus College October 2004 - April 2007
Skills
Real Financial Planning, Golf, Basketball, Estate Planning, Risk Management, Investment Management, Insurance, Business Development, Leadership, Asset Allocation, Management
Education
Saint Joseph's University 2004 — 2007
MBA, Business
Ursinus College 1999 — 2003
BA, Economics
LaSalle College High School 1995 — 1999
St. Rose of Lima 1989 — 1990
Thrive Wealth Management, LLC October 2013 - Present
United Capital Financial Advisers, LLC September 2011 - October 2013
Legacy Advisors March 2008 - September 2011
SEI July 2004 - March 2008
Ursinus College October 2004 - April 2007
Skills
Real Financial Planning, Golf, Basketball, Estate Planning, Risk Management, Investment Management, Insurance, Business Development, Leadership, Asset Allocation, Management
Education
Saint Joseph's University 2004 — 2007
MBA, Business
Ursinus College 1999 — 2003
BA, Economics
LaSalle College High School 1995 — 1999
St. Rose of Lima 1989 — 1990
Jen Nolan Jen Nolan's SEI Experience January 2011 - November 2012
Job Experienced Product Manager in Financial Services
Industry Financial Services
Experience
Envestnet, Inc October 2014 - Present
Kirkland & Ellis LLP June 2014 - October 2014
Geneca April 2013 - May 2014
SEI January 2011 - November 2012
SEI March 2006 - January 2011
SEI January 2004 - March 2006
SEI June 1998 - December 2003
Skills
Microsoft Office, Scaled Agile Framework, Business Analysis, Product Management, Agile Methodologies, Product Development, Requirements Gathering, Financial Services, Wealth Management, Investments, Relationship Management, Securities, Program Management, Business Process, Management, CRM
Education
Shippensburg University of Pennsylvania 1994 — 1998
BS, Finance, Economics
Envestnet, Inc October 2014 - Present
Kirkland & Ellis LLP June 2014 - October 2014
Geneca April 2013 - May 2014
SEI January 2011 - November 2012
SEI March 2006 - January 2011
SEI January 2004 - March 2006
SEI June 1998 - December 2003
Skills
Microsoft Office, Scaled Agile Framework, Business Analysis, Product Management, Agile Methodologies, Product Development, Requirements Gathering, Financial Services, Wealth Management, Investments, Relationship Management, Securities, Program Management, Business Process, Management, CRM
Education
Shippensburg University of Pennsylvania 1994 — 1998
BS, Finance, Economics
Andrew Tlamsa Andrew Tlamsa's SEI Experience May 2007 - June 2010
Job Client Specialist at JP Morgan Chase
Industry Commercial Real Estate
Experience
JP Morgan Chase September 2010 - Present
SEI May 2007 - June 2010
Daniel C. Howley Insurance Agency May 2006 - August 2006
Raindew Family Center January 2002 - January 2006
Skills
Investments, Finance, Due Diligence, Strategy, Equities, Real Estate, Loans, Analysis, Hedge Funds, Management, Alternative Investments, Marketing, Auditing, Commercial Real Estate, Trading
Education
Saint Joseph's University 2003 — 2007
BA, Concentration in Management
Archbishop Molloy High School 1999 — 2003
JP Morgan Chase September 2010 - Present
SEI May 2007 - June 2010
Daniel C. Howley Insurance Agency May 2006 - August 2006
Raindew Family Center January 2002 - January 2006
Skills
Investments, Finance, Due Diligence, Strategy, Equities, Real Estate, Loans, Analysis, Hedge Funds, Management, Alternative Investments, Marketing, Auditing, Commercial Real Estate, Trading
Education
Saint Joseph's University 2003 — 2007
BA, Concentration in Management
Archbishop Molloy High School 1999 — 2003
Augustine (Gus) Long's SEI Experience June 1991 - June 1996
Job Partner at Stanwich Advisors LLC
Industry Investment Banking
Experience
Stanwich Advisors LLC September 2005 - Present
Fort Washington Capital Partners Group LLC June 1999 - September 2005
BT Alex.Brown June 1996 - May 1999
SEI June 1991 - June 1996
Skills
Private Equity, Investment Banking, Fund Of Funds, Venture Capital, Investments, Due Diligence, Alternative Investments, Financial Structuring, M&A experience, Asset Managment, Emerging Markets, Hedge Funds, Growth Capital, Equities, Valuation, Corporate Development, Financial Advisory, Private Placements, LBO, Mergers & Acquisitions, Asset Management, Institutional..., Investment Management, IPO, Investor Relations, Capital, Private Equity Fund..., Private Equity Fund of..., Private Equity Fund of..., Asset Management..., Private Equity...
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, International Finance
University of Pennsylvania 1989 — 1991
MA, International Relations
Rutgers University-New Brunswick 1977 — 1982
BS cum laude, Biology
The Pingry School 1970 — 1976
Stanwich Advisors LLC September 2005 - Present
Fort Washington Capital Partners Group LLC June 1999 - September 2005
BT Alex.Brown June 1996 - May 1999
SEI June 1991 - June 1996
Skills
Private Equity, Investment Banking, Fund Of Funds, Venture Capital, Investments, Due Diligence, Alternative Investments, Financial Structuring, M&A experience, Asset Managment, Emerging Markets, Hedge Funds, Growth Capital, Equities, Valuation, Corporate Development, Financial Advisory, Private Placements, LBO, Mergers & Acquisitions, Asset Management, Institutional..., Investment Management, IPO, Investor Relations, Capital, Private Equity Fund..., Private Equity Fund of..., Private Equity Fund of..., Asset Management..., Private Equity...
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, International Finance
University of Pennsylvania 1989 — 1991
MA, International Relations
Rutgers University-New Brunswick 1977 — 1982
BS cum laude, Biology
The Pingry School 1970 — 1976
Kevin Kline Kevin Kline's SEI Experience September 2001 - May 2003
Job Market Access Partners, LLC
Industry Financial Services
Experience
Market Access Partners, LLC June 2013 - Present
76 Capital Partners September 2011 - Present
Coventry Capital US, LLC February 2011 - September 2011
Coventry First, LLC April 2004 - February 2011
Lenox Advisors May 2003 - April 2004
SEI September 2001 - May 2003
SEI July 1998 - September 2001
Skills
Series 7, Series 66, PA Life & Health, Investments, Alternative Investments, Mutual Funds, Wealth Management, Asset Allocation, Asset Managment, Investment Advisory, Retirement Planning, Strategic Financial..., Financial Advisory
Education
Saint Joseph's University 1994 — 1998
BA, Psychology
La Salle College High School 1990 — 1994
Market Access Partners, LLC June 2013 - Present
76 Capital Partners September 2011 - Present
Coventry Capital US, LLC February 2011 - September 2011
Coventry First, LLC April 2004 - February 2011
Lenox Advisors May 2003 - April 2004
SEI September 2001 - May 2003
SEI July 1998 - September 2001
Skills
Series 7, Series 66, PA Life & Health, Investments, Alternative Investments, Mutual Funds, Wealth Management, Asset Allocation, Asset Managment, Investment Advisory, Retirement Planning, Strategic Financial..., Financial Advisory
Education
Saint Joseph's University 1994 — 1998
BA, Psychology
La Salle College High School 1990 — 1994
Alyssa Hirst's SEI Experience January 2013 - July 2013
Job Regional Sales Representative at RS Investments
Industry Financial Services
Experience
RS Investments July 2013 - Present
SEI January 2013 - July 2013
SEI August 2011 - January 2013
DAR Industrial Products January 2004 - August 2011
Family Wealth Management Advisory September 2010 - December 2010
Mutual of Omaha Financial Services May 2010 - August 2010
Theory August 2008 - January 2009
Skills
Investments, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Services, Financial Analysis, Process Improvement, Portfolio Management, Outlook, Team Leadership, Marketing, Series 6, Series 63, Coaching, Management, Public Speaking, Finance
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science, Business Administration; Finance; Financial Planning
RS Investments July 2013 - Present
SEI January 2013 - July 2013
SEI August 2011 - January 2013
DAR Industrial Products January 2004 - August 2011
Family Wealth Management Advisory September 2010 - December 2010
Mutual of Omaha Financial Services May 2010 - August 2010
Theory August 2008 - January 2009
Skills
Investments, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Services, Financial Analysis, Process Improvement, Portfolio Management, Outlook, Team Leadership, Marketing, Series 6, Series 63, Coaching, Management, Public Speaking, Finance
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science, Business Administration; Finance; Financial Planning
Loren Mariquit Loren Mariquit's SEI Experience June 2012 - August 2012
Job Operations Summer Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies June 2014 - Present
Jefferies & Company June 2013 - August 2013
Merrill Lynch October 2012 - February 2013
SEI June 2012 - August 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Word, Microsoft Access, Security Operations, Project Management, Finance, Macros, Bloomberg Terminal, Broadridge: Impact...
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree in Finance, Finance
Jefferies June 2014 - Present
Jefferies & Company June 2013 - August 2013
Merrill Lynch October 2012 - February 2013
SEI June 2012 - August 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Word, Microsoft Access, Security Operations, Project Management, Finance, Macros, Bloomberg Terminal, Broadridge: Impact...
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree in Finance, Finance
Dino Battaglia's SEI Experience March 2013 - Present
Job Providing Solutions for Financial Advisors at SEI
Industry Financial Services
Experience
SEI March 2013 - Present
eMoney Advisor August 2005 - February 2013
ING March 2004 - August 2005
SunGard May 2002 - March 2004
Vanguard January 1993 - May 2002
Education
Saint Joseph's University - Erivan K. Haub School of Business 1996 — 2000
M.B.A., Management Information Systems
The Chubb Institute 2001 — 2002
Diploma, Web Development & Business Programming, Information Technology
Saint Joseph's University 1988 — 1992
B.S., Management
Bishop Kenrick High School 1984 — 1988
Diploma
SEI March 2013 - Present
eMoney Advisor August 2005 - February 2013
ING March 2004 - August 2005
SunGard May 2002 - March 2004
Vanguard January 1993 - May 2002
Education
Saint Joseph's University - Erivan K. Haub School of Business 1996 — 2000
M.B.A., Management Information Systems
The Chubb Institute 2001 — 2002
Diploma, Web Development & Business Programming, Information Technology
Saint Joseph's University 1988 — 1992
B.S., Management
Bishop Kenrick High School 1984 — 1988
Diploma
Judy Cuffaro Arnold Judy Cuffaro Arnold's SEI Experience October 2000 - May 2011
Job Vice President of Marketing at Vitalyst
Industry Marketing and Advertising
Experience
Vitalyst September 2014 - Present
JCAdvantage July 2013 - August 2014
CorpU July 2012 - August 2013
PricewaterhouseCoopers May 2011 - July 2012
SEI October 2000 - May 2011
Seabury & Smith, Marsh Affinity Services April 1997 - October 2000
Harte-Hanks August 1994 - March 1997
Seabury & Smith, Marsh Affinity Services September 1989 - August 1994
Skills
B2B, Multi-channel Marketing, Direct Marketing, Marketing Strategy, Email Marketing, Lead Generation, New Business Development, Marketing Communications, Marketing, Business Development, Strategic Partnerships, Advertising, Social Media Marketing, Brand Management, Brand Development, Sales, CRM, Corporate Communications, Management, Leadership, Direct Mail, Strategy, Strategic Planning, Team Building, Product Marketing, Project Management, Sales Process, Account Management, Integrated Marketing
Education
Shippensburg University of Pennsylvania
B. A.
University of Maryland University College
M.G.A.
Vitalyst September 2014 - Present
JCAdvantage July 2013 - August 2014
CorpU July 2012 - August 2013
PricewaterhouseCoopers May 2011 - July 2012
SEI October 2000 - May 2011
Seabury & Smith, Marsh Affinity Services April 1997 - October 2000
Harte-Hanks August 1994 - March 1997
Seabury & Smith, Marsh Affinity Services September 1989 - August 1994
Skills
B2B, Multi-channel Marketing, Direct Marketing, Marketing Strategy, Email Marketing, Lead Generation, New Business Development, Marketing Communications, Marketing, Business Development, Strategic Partnerships, Advertising, Social Media Marketing, Brand Management, Brand Development, Sales, CRM, Corporate Communications, Management, Leadership, Direct Mail, Strategy, Strategic Planning, Team Building, Product Marketing, Project Management, Sales Process, Account Management, Integrated Marketing
Education
Shippensburg University of Pennsylvania
B. A.
University of Maryland University College
M.G.A.
Kyle Cummings Kyle Cummings's SEI Experience September 2006 - Present
Job Client Relationship Account Director, Investment Manager Services unit of SEI
Industry Financial Services
Experience
SEI September 2006 - Present
The MandMarblestone Group September 2004 - September 2006
BISYS Retirement Services February 2003 - September 2004
SEI January 2000 - December 2001
SEI 1998 - 2000
SEI 1996 - 1998
Skills
Mutual Funds, Relationship Management, Investments, Vendor Relationships, Account Management, Retirement, Financial Services, Project Implementation, Business Relationship..., Process Improvement, ERISA, Customer Service, Customer Relations, Wealth Management, CRM
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2012
MBA, Management
Temple University 1991 — 1996
Bachelor of Business Administration (B.B.A.), Finance
SEI September 2006 - Present
The MandMarblestone Group September 2004 - September 2006
BISYS Retirement Services February 2003 - September 2004
SEI January 2000 - December 2001
SEI 1998 - 2000
SEI 1996 - 1998
Skills
Mutual Funds, Relationship Management, Investments, Vendor Relationships, Account Management, Retirement, Financial Services, Project Implementation, Business Relationship..., Process Improvement, ERISA, Customer Service, Customer Relations, Wealth Management, CRM
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2012
MBA, Management
Temple University 1991 — 1996
Bachelor of Business Administration (B.B.A.), Finance
Jomar Mariano's SEI Experience December 1994 - July 1998
Job Project Analyst & Financial Management Professional, Experienced
Industry Accounting
Experience
Ernst & Young August 1998 - July 2014
SEI December 1994 - July 1998
Skills
Financial Reporting, Financial Services, Internal Controls, Financial Analysis, Auditing, Financial Modeling, Accounting, Business Process..., Finance, Corporate Finance, Financial Accounting, GAAP, Analysis, Leadership, Management, Microsoft Excel, Risk Management
Education
Saint Joseph's University 1990 — 1994
B.S., Finance
Ernst & Young August 1998 - July 2014
SEI December 1994 - July 1998
Skills
Financial Reporting, Financial Services, Internal Controls, Financial Analysis, Auditing, Financial Modeling, Accounting, Business Process..., Finance, Corporate Finance, Financial Accounting, GAAP, Analysis, Leadership, Management, Microsoft Excel, Risk Management
Education
Saint Joseph's University 1990 — 1994
B.S., Finance
Crystal Chiu Crystal Chiu's SEI Experience November 2012 - February 2014
Job Derivatives Analyst at BNY Mellon
Industry Accounting
Experience
BNY Mellon February 2014 - Present
SEI November 2012 - February 2014
Matrix Fund Services April 2010 - May 2012
State Street May 2006 - July 2009
Skills
Mutual Funds, Hedge Funds, Accounting, Securities, Account Reconciliation, Valuation, Bloomberg, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Bachelor's degree, Economics
West Windsor Plainsboro High School - South 1999 — 2001
BNY Mellon February 2014 - Present
SEI November 2012 - February 2014
Matrix Fund Services April 2010 - May 2012
State Street May 2006 - July 2009
Skills
Mutual Funds, Hedge Funds, Accounting, Securities, Account Reconciliation, Valuation, Bloomberg, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Bachelor's degree, Economics
West Windsor Plainsboro High School - South 1999 — 2001
Matthew Bello-Cullen Matthew Bello-Cullen's SEI Experience June 2014 - Present
Job Accounting Analyst in Alternative Investment Funds at SEI
Industry Financial Services
Experience
SEI June 2014 - Present
Phelan Hallinan, LLP January 2013 - August 2013
Kildare Capital, Inc August 2011 - December 2011
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2014
Bachelor's degree, Finance, General
SEI June 2014 - Present
Phelan Hallinan, LLP January 2013 - August 2013
Kildare Capital, Inc August 2011 - December 2011
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2014
Bachelor's degree, Finance, General
Catherine (Amin) Von Alst Catherine (Amin) Von Alst's SEI Experience June 2011 - Present
Job Client Service Director at SEI Investments
Industry Financial Services
Experience
SEI June 2011 - Present
SEI June 2010 - June 2011
SEI September 2008 - June 2010
Education
St. Joseph's University 2001 — 2005
BA, Finance
SEI June 2011 - Present
SEI June 2010 - June 2011
SEI September 2008 - June 2010
Education
St. Joseph's University 2001 — 2005
BA, Finance
Tim Stinson Tim Stinson's SEI Experience 1992 - 2007
Job National Sales Manager, Cetera Financial Group
Industry Investment Management
Experience
Cetera Financial Group January 2015 - Present
Northern Trust August 2013 - January 2015
Fidelity Institutional Wealth Services November 2009 - August 2013
Fortigent July 2007 - November 2009
SEI Investments June 1992 - May 2007
SEI 1992 - 2007
Skills
Due Diligence, Financial Services, Investment Advisory, Investment Banking, Investments, Management, New Business Development, Outsourcing, Relationship Management, Sales, Series 7, Trading, Mutual Funds
Education
Saint Joseph's University 1988 — 1992
Bachelor of Science, Marketing
Cetera Financial Group January 2015 - Present
Northern Trust August 2013 - January 2015
Fidelity Institutional Wealth Services November 2009 - August 2013
Fortigent July 2007 - November 2009
SEI Investments June 1992 - May 2007
SEI 1992 - 2007
Skills
Due Diligence, Financial Services, Investment Advisory, Investment Banking, Investments, Management, New Business Development, Outsourcing, Relationship Management, Sales, Series 7, Trading, Mutual Funds
Education
Saint Joseph's University 1988 — 1992
Bachelor of Science, Marketing
Joseph Gorman Joseph Gorman's SEI Experience June 2015 - Present
Job Global Risk and Regulatory Compliance Manager at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
SEI July 2013 - June 2015
SEI December 2012 - July 2013
SEI Investments March 2011 - December 2012
Kelmar Associates June 2010 - February 2011
Saint Joseph's University January 2007 - April 2010
Frozen Ropes of Wyoming Valley June 2009 - September 2009
Telephonic Research Operations August 2008 - January 2009
Mericle Commercial Real Estate Co. June 2008 - January 2009
Skills
Access, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, SAP R/3, VBA, Accounting, Auditing, Financial Analysis, Financial Reporting, Financial Statements, Internal Audit, Leadership, Management
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science, Business Administration; Accounting
SEI June 2015 - Present
SEI July 2013 - June 2015
SEI December 2012 - July 2013
SEI Investments March 2011 - December 2012
Kelmar Associates June 2010 - February 2011
Saint Joseph's University January 2007 - April 2010
Frozen Ropes of Wyoming Valley June 2009 - September 2009
Telephonic Research Operations August 2008 - January 2009
Mericle Commercial Real Estate Co. June 2008 - January 2009
Skills
Access, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, SAP R/3, VBA, Accounting, Auditing, Financial Analysis, Financial Reporting, Financial Statements, Internal Audit, Leadership, Management
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science, Business Administration; Accounting
Chris Weir's SEI Experience 1994 - 1995
Job Senior Vice President / Manager of Business Banking at First Citizens Bank
Industry Banking
Experience
First Citizens Bank June 2014 - Present
First Citizens Bank September 2005 - June 2014
July Fourth Annapolis, Inc. September 2010 - April 2013
Wachovia Bank February 2000 - September 2005
Robert Half International 1998 - 2000
SEI 1994 - 1995
Skills
Commercial Lending, Loans, Banking, Finance, Small Business, Portfolio Management, Financial Services, Credit, Small Business Lending, Retail Banking, Leadership, Commercial Banking, Credit Analysis, Loan Origination, Refinance, Financial Analysis, Cash Management, Risk Management, Insurance, Consumer Lending, Lines Of Credit, New Business Development, Treasury Management, Mortgage Lending, Underwriting, Commercial Mortgages, Investments, Mutual Funds, SBA, Social Media, Networking, Credit Risk, Cash Flow, Management, Sales, Strategic Planning, Customer Service, Real Estate, Relationship Management
Education
Saint Joseph's University 1990 — 1994
BS, Accounting
First Citizens Bank June 2014 - Present
First Citizens Bank September 2005 - June 2014
July Fourth Annapolis, Inc. September 2010 - April 2013
Wachovia Bank February 2000 - September 2005
Robert Half International 1998 - 2000
SEI 1994 - 1995
Skills
Commercial Lending, Loans, Banking, Finance, Small Business, Portfolio Management, Financial Services, Credit, Small Business Lending, Retail Banking, Leadership, Commercial Banking, Credit Analysis, Loan Origination, Refinance, Financial Analysis, Cash Management, Risk Management, Insurance, Consumer Lending, Lines Of Credit, New Business Development, Treasury Management, Mortgage Lending, Underwriting, Commercial Mortgages, Investments, Mutual Funds, SBA, Social Media, Networking, Credit Risk, Cash Flow, Management, Sales, Strategic Planning, Customer Service, Real Estate, Relationship Management
Education
Saint Joseph's University 1990 — 1994
BS, Accounting
Joshua Dupuis Joshua Dupuis's SEI Experience November 2014 - Present
Job Operations Analyst at SEI
Industry Education Management
Experience
SEI November 2014 - Present
Catholic Partnership Schools 2011 - 2014
Catholic Partnership Schools July 2011 - August 2013
Catholic Partnership Schools September 2011 - June 2013
Franciscan Volunteer Ministry August 2009 - July 2011
Skills
Highly Dedicated, Timely Decision Making, Organizational..., Written & Oral..., Persuasive Presentation..., Public Speaking, Goal Setting, Multicultural Education, Community Outreach, Communication Skills, Microsoft Office, Classroom, Program Development, Editing, Leadership, Communication, Teaching, Volunteer Management, Event Planning, Nonprofits, Fundraising, Research
Education
Saint Anselm College 2005 — 2009
Bachelor of Arts (B.A.), Psychology
SEI November 2014 - Present
Catholic Partnership Schools 2011 - 2014
Catholic Partnership Schools July 2011 - August 2013
Catholic Partnership Schools September 2011 - June 2013
Franciscan Volunteer Ministry August 2009 - July 2011
Skills
Highly Dedicated, Timely Decision Making, Organizational..., Written & Oral..., Persuasive Presentation..., Public Speaking, Goal Setting, Multicultural Education, Community Outreach, Communication Skills, Microsoft Office, Classroom, Program Development, Editing, Leadership, Communication, Teaching, Volunteer Management, Event Planning, Nonprofits, Fundraising, Research
Education
Saint Anselm College 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Nicholas Ranalli, MBA Nicholas Ranalli, MBA's SEI Experience October 2012 - August 2013
Job Managed Investments at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company October 2013 - Present
SEI October 2012 - August 2013
SEI May 2010 - November 2012
SEI August 2006 - May 2010
Skills
Financial Services, Investments, Mutual Funds, New Business Development, Relationship Management, Asset Allocation, Portfolio Management, Securities, Asset Management, Wealth Management, Sales, CRM, Alternative Investments, Fixed Income, Financial Analysis
Education
Saint Joseph's University 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General, 3.5
University of Delaware 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General, 3.0
SHS
Pershing, a BNY Mellon company October 2013 - Present
SEI October 2012 - August 2013
SEI May 2010 - November 2012
SEI August 2006 - May 2010
Skills
Financial Services, Investments, Mutual Funds, New Business Development, Relationship Management, Asset Allocation, Portfolio Management, Securities, Asset Management, Wealth Management, Sales, CRM, Alternative Investments, Fixed Income, Financial Analysis
Education
Saint Joseph's University 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General, 3.5
University of Delaware 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General, 3.0
SHS
Nicholas Nocero's SEI Experience September 2012 - Present
Job Senior Alternative Investment Analyst at SEI
Industry Financial Services
Experience
SEI September 2012 - Present
SEI September 2012 - May 2014
Movers Specialty Service, Inc. May 2012 - September 2012
Skills
Alternative Investments, Microsoft Excel, Bloomberg, Bank Reconciliation, Advent Geneva..., Investier Accounting..., Onbase Systems, Financial Accounting, Accounting, Investments, Account Reconciliation, PowerPoint, Microsoft Word, Financial Analysis, Mutual Funds, Microsoft Office, Customer Service, Finance
Education
Saint Joseph's University 2008 — 2012
La Salle College High School 2004 — 2008
SEI September 2012 - Present
SEI September 2012 - May 2014
Movers Specialty Service, Inc. May 2012 - September 2012
Skills
Alternative Investments, Microsoft Excel, Bloomberg, Bank Reconciliation, Advent Geneva..., Investier Accounting..., Onbase Systems, Financial Accounting, Accounting, Investments, Account Reconciliation, PowerPoint, Microsoft Word, Financial Analysis, Mutual Funds, Microsoft Office, Customer Service, Finance
Education
Saint Joseph's University 2008 — 2012
La Salle College High School 2004 — 2008
Zach Fletcher's SEI Experience January 2013 - November 2013
Job Vice President Investments
Industry Financial Services
Experience
The Mutual Fund Store October 2014 - Present
Hartford Funds November 2013 - October 2014
SEI January 2013 - November 2013
SEI Investments March 2011 - December 2012
SEI Investments August 2010 - March 2011
SEI Investments November 2009 - August 2010
SEI Investments May 2008 - November 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Millersville University of Pennsylvania 2004 — 2008
B.S., Finance
The Mutual Fund Store October 2014 - Present
Hartford Funds November 2013 - October 2014
SEI January 2013 - November 2013
SEI Investments March 2011 - December 2012
SEI Investments August 2010 - March 2011
SEI Investments November 2009 - August 2010
SEI Investments May 2008 - November 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Millersville University of Pennsylvania 2004 — 2008
B.S., Finance
Joseph Nave Joseph Nave's SEI Experience December 2004 - March 2011
Job Marketing Director at Franklin Square Capital Partners
Industry Financial Services
Experience
Independent Marketing Consultant April 2013 - Present
Franklin Square Capital Partners July 2012 - April 2013
Valley Forge Educational Services March 2011 - July 2012
SEI December 2004 - March 2011
SEI April 2001 - December 2004
SEI June 1992 - April 2001
Skills
Strategic Planning, Marketing Communications, Direct Marketing, Product Development, Marketing, Marketing Strategy, Business Strategy, Public Relations, Sales, Positioning, Advertising, Event Planning, Integrated Marketing, Email Marketing, Market Research, Lead Generation, Brand Management, CRM, Online Advertising, Program Management, Social Media, Leadership, Management, Product Launch, Corporate Communications, Creative Direction, Budgets, Sales Operations
Education
Saint Joseph's University 1988 — 1992
B.S., Marketing
Independent Marketing Consultant April 2013 - Present
Franklin Square Capital Partners July 2012 - April 2013
Valley Forge Educational Services March 2011 - July 2012
SEI December 2004 - March 2011
SEI April 2001 - December 2004
SEI June 1992 - April 2001
Skills
Strategic Planning, Marketing Communications, Direct Marketing, Product Development, Marketing, Marketing Strategy, Business Strategy, Public Relations, Sales, Positioning, Advertising, Event Planning, Integrated Marketing, Email Marketing, Market Research, Lead Generation, Brand Management, CRM, Online Advertising, Program Management, Social Media, Leadership, Management, Product Launch, Corporate Communications, Creative Direction, Budgets, Sales Operations
Education
Saint Joseph's University 1988 — 1992
B.S., Marketing
Chris Schu Chris Schu's SEI Experience April 2001 - October 2001
Job Vice President Director, Finance at Digitas Health
Industry Marketing and Advertising
Experience
Digitas Health April 2011 - Present
Digitas Health October 2009 - April 2011
Digitas Health April 2006 - September 2009
Digitas Health July 2004 - April 2006
TNS Intersearch October 2003 - May 2004
ICG Commerce October 2001 - October 2003
SEI April 2001 - October 2001
Skills
Digital Marketing, Finance, Financial Reporting, Financial Analysis, Revenue Recognition, Managerial Finance, Business Objects, Pharmaceutical Industry, Forecasting, Pricing, Analysis, Analytics, Financial Modeling, Interactive Marketing, Strategy
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 2001
BS, Finance
Digitas Health April 2011 - Present
Digitas Health October 2009 - April 2011
Digitas Health April 2006 - September 2009
Digitas Health July 2004 - April 2006
TNS Intersearch October 2003 - May 2004
ICG Commerce October 2001 - October 2003
SEI April 2001 - October 2001
Skills
Digital Marketing, Finance, Financial Reporting, Financial Analysis, Revenue Recognition, Managerial Finance, Business Objects, Pharmaceutical Industry, Forecasting, Pricing, Analysis, Analytics, Financial Modeling, Interactive Marketing, Strategy
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 2001
BS, Finance
Phil Adil Phil Adil's SEI Experience October 2005 - June 2006
Job Senior Business Analyst/Assistant Vice President
Industry Investment Management
Experience
HighMark Capital Management June 2006 - Present
SEI October 2005 - June 2006
Wachovia Securities March 2004 - April 2005
WaMu Capital June 2003 - January 2004
Union Bank of California April 1998 - March 2002
Morgan Stanley 1996 - 1998
Kidder Peabody 1993 - 1994
Salomon Brothers 1989 - 1994
Goldman Sachs 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Middle Office, Order Management, Reconciliation, Business Requirements, Securities, Account Reconciliation
Education
Rutgers University 1981 — 1985
BA, Economics
Dwight Englewood 1975 — 1981
H.S., College Prep
HighMark Capital Management June 2006 - Present
SEI October 2005 - June 2006
Wachovia Securities March 2004 - April 2005
WaMu Capital June 2003 - January 2004
Union Bank of California April 1998 - March 2002
Morgan Stanley 1996 - 1998
Kidder Peabody 1993 - 1994
Salomon Brothers 1989 - 1994
Goldman Sachs 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Middle Office, Order Management, Reconciliation, Business Requirements, Securities, Account Reconciliation
Education
Rutgers University 1981 — 1985
BA, Economics
Dwight Englewood 1975 — 1981
H.S., College Prep
Ed Mahon Ed Mahon's SEI Experience 1998 - 2007
Job Territory Manager at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance April 2012 - Present
The Graham Company January 2007 - April 2012
SEI 1998 - 2007
Skills
Insurance, Commercial Insurance, Insurance Planning, Disability Insurance, Brokers, Underwriting, Employee Benefits, Management, Financial Planners, Claim, Property & Casualty..., Umbrella Insurance, Financial Risk, Life Insurance, Professional Liability, Wealth Management, Mutual Funds, Small Business, Workers Compensation, Finance
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2002
MBA, Finance
Temple University - Fox School of Business and Management 1994 — 1998
BA, Finance & Marketing
Father Judge High School 1990 — 1994
Liberty Mutual Insurance April 2012 - Present
The Graham Company January 2007 - April 2012
SEI 1998 - 2007
Skills
Insurance, Commercial Insurance, Insurance Planning, Disability Insurance, Brokers, Underwriting, Employee Benefits, Management, Financial Planners, Claim, Property & Casualty..., Umbrella Insurance, Financial Risk, Life Insurance, Professional Liability, Wealth Management, Mutual Funds, Small Business, Workers Compensation, Finance
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2002
MBA, Finance
Temple University - Fox School of Business and Management 1994 — 1998
BA, Finance & Marketing
Father Judge High School 1990 — 1994
Joe Billips Joe Billips's SEI Experience May 2008 - February 2009
Job Transparency Reporting Specialist, Commercial Compliance Operations at Shire Pharmaceuticals
Industry Pharmaceuticals
Experience
Shire Pharmaceuticals July 2009 - Present
SEI May 2008 - February 2009
SEI Investments June 2004 - May 2008
SEI Investments October 1998 - June 2004
United States Air Force November 1994 - October 1998
Skills
Analysis, Management, Creative Writing, Pharmaceutical Industry, Training, Data Analysis, Project Management, Process Improvement, Compliance Operations, Editing, Research, Strategy, Strategic Planning, Marketing, Change Management, Leadership, Risk Management, Vendor Management, Microsoft Excel, Microsoft Office, Quality Assurance, Team Leadership, Due Diligence, Policy, Healthcare, Contract Negotiation, PowerPoint, Program Management, Microsoft Word, Team Building, Human Resources, System Administration, Transparency Reporting, Physician Payment..., Disclosure Reporting, Compliance, Software Documentation, Security Clearance
Education
Seton Hall University School of Law 2012 — 2012
Healthcare Compliance Certification Program
University of Southern California 1990 — 1994
Bachelor of Arts (B.A.), Biological Sciences
Shire Pharmaceuticals July 2009 - Present
SEI May 2008 - February 2009
SEI Investments June 2004 - May 2008
SEI Investments October 1998 - June 2004
United States Air Force November 1994 - October 1998
Skills
Analysis, Management, Creative Writing, Pharmaceutical Industry, Training, Data Analysis, Project Management, Process Improvement, Compliance Operations, Editing, Research, Strategy, Strategic Planning, Marketing, Change Management, Leadership, Risk Management, Vendor Management, Microsoft Excel, Microsoft Office, Quality Assurance, Team Leadership, Due Diligence, Policy, Healthcare, Contract Negotiation, PowerPoint, Program Management, Microsoft Word, Team Building, Human Resources, System Administration, Transparency Reporting, Physician Payment..., Disclosure Reporting, Compliance, Software Documentation, Security Clearance
Education
Seton Hall University School of Law 2012 — 2012
Healthcare Compliance Certification Program
University of Southern California 1990 — 1994
Bachelor of Arts (B.A.), Biological Sciences
Matthew Vassalotti Matthew Vassalotti's SEI Experience November 2013 - September 2014
Job PT Aide at Strive Physical Therapy & Fitness
Industry Health, Wellness and Fitness
Experience
Strive Physical Therapy & Fitness September 2014 - Present
SEI November 2013 - September 2014
Bloomberg LP March 2013 - October 2013
Northwestern Mutual May 2012 - August 2012
Skills
Finance, Bloomberg, Fixed Income, Bloomberg Terminal, Equities, Financial Modeling, Financial Analysis, Hedge Funds, Capital Markets, Investments, Securities, Valuation, Financial Markets, Mutual Funds, Asset Management, Trading
Education
Rutgers University 2008 — 2012
Economics
Strive Physical Therapy & Fitness September 2014 - Present
SEI November 2013 - September 2014
Bloomberg LP March 2013 - October 2013
Northwestern Mutual May 2012 - August 2012
Skills
Finance, Bloomberg, Fixed Income, Bloomberg Terminal, Equities, Financial Modeling, Financial Analysis, Hedge Funds, Capital Markets, Investments, Securities, Valuation, Financial Markets, Mutual Funds, Asset Management, Trading
Education
Rutgers University 2008 — 2012
Economics
Terrill Briggs Terrill Briggs's SEI Experience October 2011 - April 2015
Job Sr. Alternative Products Specialist at Prudential Financial
Industry Accounting
Experience
Prudential Financial April 2015 - Present
SEI October 2011 - April 2015
State Street March 2008 - August 2011
State Street June 2006 - March 2008
State Street January 2005 - June 2006
SHI September 2000 - January 2005
Skills
Hedge Funds, Fund Administration, Investments, Accounting, Fund Accounting, Auditing, Internal Controls, Bloomberg, Financial Services, Fund Of Funds, Mutual Funds, Equities, Account Reconciliation, Corporate Actions
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
Prudential Financial April 2015 - Present
SEI October 2011 - April 2015
State Street March 2008 - August 2011
State Street June 2006 - March 2008
State Street January 2005 - June 2006
SHI September 2000 - January 2005
Skills
Hedge Funds, Fund Administration, Investments, Accounting, Fund Accounting, Auditing, Internal Controls, Bloomberg, Financial Services, Fund Of Funds, Mutual Funds, Equities, Account Reconciliation, Corporate Actions
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
Andrew J. Santoro Andrew J. Santoro's SEI Experience August 2004 - July 2005
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch March 2010 - January 2015
Merrill Lynch August 2009 - March 2010
Merrill Lynch October 2007 - August 2009
SEI August 2004 - July 2005
Education
Shippensburg University of Pennsylvania 2000 — 2004
B.S.B.A., Finance
Neshaminy High School
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch March 2010 - January 2015
Merrill Lynch August 2009 - March 2010
Merrill Lynch October 2007 - August 2009
SEI August 2004 - July 2005
Education
Shippensburg University of Pennsylvania 2000 — 2004
B.S.B.A., Finance
Neshaminy High School
Robert A. Saraceni, III Robert A. Saraceni, III's SEI Experience June 2011 - April 2014
Job Senior Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs April 2014 - Present
SEI June 2011 - April 2014
KPMG June 2010 - August 2010
LB3 Lacrosse May 2008 - August 2009
Vector Marketing May 2008 - August 2009
Skills
Advent Geneva, Bloomberg, Microsoft Office, Financial Analysis, Financial Accounting, Hedge Funds, Alternative Investments, Bank Debt, Account Reconciliation, Wall Street Office, Sales, Valuation, Financial Modeling, Portfolio Management, Investments, Fixed Income, Fund Accounting, Account Management, Axys, Wall Street, Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Bachelor of Science, Business Administration; Finance
LaSalle College High School 2003 — 2007
Finance
Goldman Sachs April 2014 - Present
SEI June 2011 - April 2014
KPMG June 2010 - August 2010
LB3 Lacrosse May 2008 - August 2009
Vector Marketing May 2008 - August 2009
Skills
Advent Geneva, Bloomberg, Microsoft Office, Financial Analysis, Financial Accounting, Hedge Funds, Alternative Investments, Bank Debt, Account Reconciliation, Wall Street Office, Sales, Valuation, Financial Modeling, Portfolio Management, Investments, Fixed Income, Fund Accounting, Account Management, Axys, Wall Street, Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Bachelor of Science, Business Administration; Finance
LaSalle College High School 2003 — 2007
Finance
Patti Petropoulos's SEI Experience September 2012 - September 2013
Job Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2013 - Present
SEI September 2012 - September 2013
Integrity Bank June 2011 - September 2012
AXA Advisors June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Customer Service, Social Media, Public Speaking
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Manheim Township High School 2004 — 2008
Franklin Templeton Investments October 2013 - Present
SEI September 2012 - September 2013
Integrity Bank June 2011 - September 2012
AXA Advisors June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Customer Service, Social Media, Public Speaking
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Manheim Township High School 2004 — 2008
Emily Lin Emily Lin's SEI Experience November 2014 - Present
Job Senior Fund Accountant at SEI
Industry Accounting
Experience
SEI November 2014 - Present
SEI October 2013 - November 2014
Avalue Technology October 2012 - May 2013
Promotion In Motion June 2012 - August 2012
Rutgers University July 2011 - May 2012
Asian American Cultural Center May 2010 - May 2011
Skills
Microsoft Excel, Auditing, Management, Microsoft Office, QuickBooks, Public Speaking, HTML, Fund Accounting, Geneva, Sungard InvesTier, JavaScript, Turbo Tax, Compliance Audits, Team Management, Sage Pro, Accpac, Social Media, Visio, Peachtree, Outlook, Pegasus Opera
Education
Rutgers University-New Brunswick 2008 — 2013
Bachelor of Science, Accounting, Management and Global Business
SEI November 2014 - Present
SEI October 2013 - November 2014
Avalue Technology October 2012 - May 2013
Promotion In Motion June 2012 - August 2012
Rutgers University July 2011 - May 2012
Asian American Cultural Center May 2010 - May 2011
Skills
Microsoft Excel, Auditing, Management, Microsoft Office, QuickBooks, Public Speaking, HTML, Fund Accounting, Geneva, Sungard InvesTier, JavaScript, Turbo Tax, Compliance Audits, Team Management, Sage Pro, Accpac, Social Media, Visio, Peachtree, Outlook, Pegasus Opera
Education
Rutgers University-New Brunswick 2008 — 2013
Bachelor of Science, Accounting, Management and Global Business
Drew Weinstein Drew Weinstein's SEI Experience May 2005 - April 2007
Job Operations Supervisor at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2015 - Present
Pershing, a BNY Mellon company August 2014 - Present
Pershing, a BNY Mellon company August 2013 - Present
Pershing, a BNY Mellon company February 2010 - August 2013
Pershing, a BNY Mellon company August 2008 - February 2010
Pershing, a BNY Mellon company August 2007 - August 2008
Pershing, a BNY Mellon company April 2007 - August 2007
SEI May 2005 - April 2007
Skills
Series 24, Series 7, Series 63, Mutual Funds, Broker-Dealer, Investment Advisory..., SMA, UMA, Mutual Fund Wrap, Relationship Management, Account Management, Key Account Development, Business Strategy, Series 65, Six Sigma, Product Development, Project Rollouts, Training, Operations Management, Data Reconciliation
Education
St. Joseph's University 2008 — 2011
Master's of Business Administration
York College of Pennsylvania 2000 — 2004
BS in Business Administration, Public Relations
Pershing, a BNY Mellon company April 2015 - Present
Pershing, a BNY Mellon company August 2014 - Present
Pershing, a BNY Mellon company August 2013 - Present
Pershing, a BNY Mellon company February 2010 - August 2013
Pershing, a BNY Mellon company August 2008 - February 2010
Pershing, a BNY Mellon company August 2007 - August 2008
Pershing, a BNY Mellon company April 2007 - August 2007
SEI May 2005 - April 2007
Skills
Series 24, Series 7, Series 63, Mutual Funds, Broker-Dealer, Investment Advisory..., SMA, UMA, Mutual Fund Wrap, Relationship Management, Account Management, Key Account Development, Business Strategy, Series 65, Six Sigma, Product Development, Project Rollouts, Training, Operations Management, Data Reconciliation
Education
St. Joseph's University 2008 — 2011
Master's of Business Administration
York College of Pennsylvania 2000 — 2004
BS in Business Administration, Public Relations
Christopher Murtha Christopher Murtha's SEI Experience December 2013 - Present
Job
Industry Accounting
Experience
SEI December 2013 - Present
Skills
Microsoft Excel, Accounting, Management, Financial Analysis, Leadership, Financial Reporting, Research, Microsoft Office, Sales, Auditing, Financial Accounting, Account Reconciliation, General Ledger
Education
Saint Joseph's University
Bachelor of Arts (B.A.), Accounting
Monsignor Bonner High School 2004 — 2008
SEI December 2013 - Present
Skills
Microsoft Excel, Accounting, Management, Financial Analysis, Leadership, Financial Reporting, Research, Microsoft Office, Sales, Auditing, Financial Accounting, Account Reconciliation, General Ledger
Education
Saint Joseph's University
Bachelor of Arts (B.A.), Accounting
Monsignor Bonner High School 2004 — 2008
Travis Edleman Travis Edleman's SEI Experience April 2007 - December 2008
Job Realtor and Real Estate Investor
Industry Real Estate
Experience
Springer Realty Group June 2012 - Present
Emeritus Properties January 2008 - Present
SEI April 2007 - December 2008
SEI April 2004 - December 2007
SEI 2004 - 2007
The Vanguard Group December 2002 - November 2003
Skills
Finding, Evaluating,..., Investments, Series 7, Mutual Funds, ETFs, Asset Managment, Series 63, Investment Advisory, Wealth Management, Asset Allocation, Investment Strategies, Alternative Investments, Portfolio Management, Strategic Financial..., Securities, Separately Managed..., Real Estate, Banking, Retirement Planning, Real Estate Transactions, Investment Properties, Financial Advisory, Selling, Investment Management, Finance, Asset Management, Sales
Education
Saint Joseph's University 2005 — 2007
M.B.A, Concentration in Finance
West Virginia University 1999 — 2001
B.S., Economics
Springer Realty Group June 2012 - Present
Emeritus Properties January 2008 - Present
SEI April 2007 - December 2008
SEI April 2004 - December 2007
SEI 2004 - 2007
The Vanguard Group December 2002 - November 2003
Skills
Finding, Evaluating,..., Investments, Series 7, Mutual Funds, ETFs, Asset Managment, Series 63, Investment Advisory, Wealth Management, Asset Allocation, Investment Strategies, Alternative Investments, Portfolio Management, Strategic Financial..., Securities, Separately Managed..., Real Estate, Banking, Retirement Planning, Real Estate Transactions, Investment Properties, Financial Advisory, Selling, Investment Management, Finance, Asset Management, Sales
Education
Saint Joseph's University 2005 — 2007
M.B.A, Concentration in Finance
West Virginia University 1999 — 2001
B.S., Economics
David Chadwick, CFP® David Chadwick, CFP®'s SEI Experience April 2002 - October 2003
Job Wealth Management Vice President, Private Banker at Hancock Bank
Industry Financial Services
Experience
Hancock Bank March 2015 - Present
BB&T July 2011 - March 2015
M&I Financial Advisors September 2008 - July 2011
Asset Management Partners November 2003 - September 2008
SEI April 2002 - October 2003
SEI April 2000 - April 2002
Skills
Asset Allocation, Asset Management, Banking, Certified Financial..., CRM, Commercial Banking, Consumer Lending, Credit, Investments, Portfolio Management, Private Banking, Retirement Planning, Finance, Mortgage Lending, Mutual Funds, Series 63, Series 7, Strategic Financial..., Wealth Management, Financial Advisory, Small Business Lending, Investment Advisory, Securities, Wealth Management..., Financial Planning
Education
Saint Joseph's University
Master of Business Administration (M.B.A.), Finance
Shippensburg University of Pennsylvania
Bachelor’s Degree, Finance
Hancock Bank March 2015 - Present
BB&T July 2011 - March 2015
M&I Financial Advisors September 2008 - July 2011
Asset Management Partners November 2003 - September 2008
SEI April 2002 - October 2003
SEI April 2000 - April 2002
Skills
Asset Allocation, Asset Management, Banking, Certified Financial..., CRM, Commercial Banking, Consumer Lending, Credit, Investments, Portfolio Management, Private Banking, Retirement Planning, Finance, Mortgage Lending, Mutual Funds, Series 63, Series 7, Strategic Financial..., Wealth Management, Financial Advisory, Small Business Lending, Investment Advisory, Securities, Wealth Management..., Financial Planning
Education
Saint Joseph's University
Master of Business Administration (M.B.A.), Finance
Shippensburg University of Pennsylvania
Bachelor’s Degree, Finance
Thomas Delaney Thomas Delaney's SEI Experience November 2007 - May 2008
Job Associate Portfolio Manager at Harris Associates
Industry Investment Management
Experience
Harris Associates July 2015 - Present
Harris Associates May 2008 - July 2015
SEI November 2007 - May 2008
The University News January 2004 - May 2007
Boeing May 2005 - December 2006
Skills
Investments, Research, Financial Modeling, Financial Analysis, Bloomberg, Portfolio Management, Fixed Income, Equities, Microsoft Excel, Securities, Finance
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance, Economics, International Business and Econometrics & Statistics, Graduated March 2013
Saint Louis University 2003 — 2007
BSBA, Economics and Finance
Saint Ignatius High School 1999 — 2003
Harris Associates July 2015 - Present
Harris Associates May 2008 - July 2015
SEI November 2007 - May 2008
The University News January 2004 - May 2007
Boeing May 2005 - December 2006
Skills
Investments, Research, Financial Modeling, Financial Analysis, Bloomberg, Portfolio Management, Fixed Income, Equities, Microsoft Excel, Securities, Finance
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance, Economics, International Business and Econometrics & Statistics, Graduated March 2013
Saint Louis University 2003 — 2007
BSBA, Economics and Finance
Saint Ignatius High School 1999 — 2003
Arif Farooqui's SEI Experience June 2014 - Present
Job Financial Accounting and Reporting Associate
Industry Accounting
Experience
SEI June 2014 - Present
Global Indemnity Group September 2013 - March 2014
Saint Joseph's University VITA Program January 2011 - May 2011
Estee Lauder 2011 - 2011
Leslies Pool Supplies Spas and Services May 2010 - September 2010
Skills
Customer Service, SAP, Training, Finance, Software Documentation, Microsoft Excel, Sales Operations, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Office, Access, Forecasting, Outlook, Data Analysis, Process Improvement, Sales, Accounting
Education
Saint Joseph's University 2010 — 2014
Bachelor's Degree, Accounting and Finance
SEI June 2014 - Present
Global Indemnity Group September 2013 - March 2014
Saint Joseph's University VITA Program January 2011 - May 2011
Estee Lauder 2011 - 2011
Leslies Pool Supplies Spas and Services May 2010 - September 2010
Skills
Customer Service, SAP, Training, Finance, Software Documentation, Microsoft Excel, Sales Operations, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Office, Access, Forecasting, Outlook, Data Analysis, Process Improvement, Sales, Accounting
Education
Saint Joseph's University 2010 — 2014
Bachelor's Degree, Accounting and Finance
Stacey Vargo's SEI Experience 2007 - 2008
Job Inside Sales Representative at Thingworx, a PTC Com. (4/28/15)
Industry Information Technology and Services
Experience
ThingWorx, a PTC Business 2015 - Present
Transit Systems, Inc March 2015 - April 2015
Iron Mountain 2009 - 2014
SEI 2007 - 2008
Metropolitan Personnel 2005 - 2007
Uncle Joey Productions 1996 - 2005
Helene Curtis 1991 - 1993
Skills
Interviews, Management, Temporary Placement, Payroll, Recruiting, Solution Selling, Consulting, Team Building, Sales Presentations, Salesforce.com, Sales, New Business Development, Sales Process, Marketing, Leadership, Account Management, CRM, Sales Operations, Direct Sales, Cold Calling, Lead Generation, Business Development, Sales Management, B2B, Marketing Strategy, Customer Service
Education
Saint Joseph's University 1986 — 1990
BS, Marketing
Gwynedd Mercy Academy 1982 — 1990
HS Diploma, College Prep
Saint Eleanor's
ThingWorx, a PTC Business 2015 - Present
Transit Systems, Inc March 2015 - April 2015
Iron Mountain 2009 - 2014
SEI 2007 - 2008
Metropolitan Personnel 2005 - 2007
Uncle Joey Productions 1996 - 2005
Helene Curtis 1991 - 1993
Skills
Interviews, Management, Temporary Placement, Payroll, Recruiting, Solution Selling, Consulting, Team Building, Sales Presentations, Salesforce.com, Sales, New Business Development, Sales Process, Marketing, Leadership, Account Management, CRM, Sales Operations, Direct Sales, Cold Calling, Lead Generation, Business Development, Sales Management, B2B, Marketing Strategy, Customer Service
Education
Saint Joseph's University 1986 — 1990
BS, Marketing
Gwynedd Mercy Academy 1982 — 1990
HS Diploma, College Prep
Saint Eleanor's
Janice (Terpin) Johnson Janice (Terpin) Johnson's SEI Experience January 2009 - August 2013
Job Email Manager & Digital Marketer by Trade | Solution Seeker by Nature
Industry Marketing and Advertising
Experience
KBM Group November 2013 - Present
Email & Digital Marketing August 2013 - Present
Various Nonprofit Organizations September 2000 - Present
SEI January 2009 - August 2013
Pro Search and JDJ Career Services 1995 - 1996
Anderson Consulting June 1989 - April 1993
Skills
Email Marketing, Digital Marketing, Social Media Marketing, Project Management, Marketing Communications, Management, Social Networking, Social Media, Marketing Strategy, Marketing, Public Relations, Analysis, Budgets, Event Planning, Process Improvement, Event Management, Strategy, Fundraising, Program Management, Editing, Nonprofits, Market Research, Adobe Marketing Cloud, IBM Interact, Strategic Planning, Coaching, SQL, Dreamweaver, Public Speaking, Team Management, Newsletters, Written & Oral..., Training, HTML Emails, Project Planning &..., Community Theater..., Photoshop Basics for..., Leadership
Education
University of Notre Dame
BBA, Managment Information Systems
Saint Mary's College
KBM Group November 2013 - Present
Email & Digital Marketing August 2013 - Present
Various Nonprofit Organizations September 2000 - Present
SEI January 2009 - August 2013
Pro Search and JDJ Career Services 1995 - 1996
Anderson Consulting June 1989 - April 1993
Skills
Email Marketing, Digital Marketing, Social Media Marketing, Project Management, Marketing Communications, Management, Social Networking, Social Media, Marketing Strategy, Marketing, Public Relations, Analysis, Budgets, Event Planning, Process Improvement, Event Management, Strategy, Fundraising, Program Management, Editing, Nonprofits, Market Research, Adobe Marketing Cloud, IBM Interact, Strategic Planning, Coaching, SQL, Dreamweaver, Public Speaking, Team Management, Newsletters, Written & Oral..., Training, HTML Emails, Project Planning &..., Community Theater..., Photoshop Basics for..., Leadership
Education
University of Notre Dame
BBA, Managment Information Systems
Saint Mary's College
Garrett Matthews Garrett Matthews's SEI Experience June 2015 - Present
Job Fund Accountant, Alternative Investment Funds at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
National Constitution Center September 2014 - December 2014
CBS Radio June 2013 - August 2013
Prestige BMW May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Social Networking, Management, Time Management
Education
Saint Joseph's University 2011 — 2015
Finance
SEI June 2015 - Present
National Constitution Center September 2014 - December 2014
CBS Radio June 2013 - August 2013
Prestige BMW May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Social Networking, Management, Time Management
Education
Saint Joseph's University 2011 — 2015
Finance
Timothy Bayruns Timothy Bayruns's SEI Experience March 2015 - Present
Job Senior Mutual Fund Analyst at SEI
Industry Management Consulting
Experience
SEI March 2015 - Present
SEI January 2014 - March 2015
Northwestern Mutual June 2013 - October 2013
Monster Energy September 2012 - May 2013
College Works Painting January 2011 - September 2012
Skills
Sales, Team Leadership, Event Planning, Recruiting, Customer Service, Project Management, Public Speaking, Time Management, Leadership, Project Coordination, Direct Sales, Customer Satisfaction, People Skills, PowerPoint, Account Reconciliation, Bloomberg Terminal, Microsoft Excel, Fund Accounting
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's degree, Economics
Holy Cross
SEI March 2015 - Present
SEI January 2014 - March 2015
Northwestern Mutual June 2013 - October 2013
Monster Energy September 2012 - May 2013
College Works Painting January 2011 - September 2012
Skills
Sales, Team Leadership, Event Planning, Recruiting, Customer Service, Project Management, Public Speaking, Time Management, Leadership, Project Coordination, Direct Sales, Customer Satisfaction, People Skills, PowerPoint, Account Reconciliation, Bloomberg Terminal, Microsoft Excel, Fund Accounting
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's degree, Economics
Holy Cross
Colby Burttram Colby Burttram's SEI Experience January 2015 - Present
Job Supervisor at SEI
Industry Financial Services
Experience
SEI January 2015 - Present
Skills
Microsoft Office, Investran, OnBase, Investier, Mutual Funds, Financial Analysis, HedgePortal, Financial Reporting, Customer Service, Leadership, Alternative Investments, Employee Training, Investor Relations, Phone Etiquette, Anti Money Laundering, Software Documentation, Internal Audit, PowerPoint, Microsoft Word, Microsoft Excel
Education
Saint Joseph's University 2015 — 2017
Master of Business Administration (M.B.A.)
University of Alabama 2008 — 2012
Bachelor of Science (BS), Marketing & Management
SEI January 2015 - Present
Skills
Microsoft Office, Investran, OnBase, Investier, Mutual Funds, Financial Analysis, HedgePortal, Financial Reporting, Customer Service, Leadership, Alternative Investments, Employee Training, Investor Relations, Phone Etiquette, Anti Money Laundering, Software Documentation, Internal Audit, PowerPoint, Microsoft Word, Microsoft Excel
Education
Saint Joseph's University 2015 — 2017
Master of Business Administration (M.B.A.)
University of Alabama 2008 — 2012
Bachelor of Science (BS), Marketing & Management
Adam Zurek Adam Zurek's SEI Experience April 2002 - March 2006
Job hedge fund ops & accounting specialist
Industry Investment Management
Experience
Oracle Advisory Services LLC November 2012 - Present
hedge fund August 2011 - May 2012
Eton Park / R6 Capital May 2007 - September 2008
HSBC March 2006 - May 2007
SEI April 2002 - March 2006
Skills
Accounting, Hedge Funds, Fixed Income, Equities, Derivatives, CFDs, Options, Futures, Currency, Geneva, Advent, Alternative Investments, Financial Analysis, Asset Management, Bloomberg, Management, Finance, Investments, Mutual Funds, Valuation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2006
MBA, Finance
Temple University 1997 — 2002
BBA, Finance & Management
Oracle Advisory Services LLC November 2012 - Present
hedge fund August 2011 - May 2012
Eton Park / R6 Capital May 2007 - September 2008
HSBC March 2006 - May 2007
SEI April 2002 - March 2006
Skills
Accounting, Hedge Funds, Fixed Income, Equities, Derivatives, CFDs, Options, Futures, Currency, Geneva, Advent, Alternative Investments, Financial Analysis, Asset Management, Bloomberg, Management, Finance, Investments, Mutual Funds, Valuation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2006
MBA, Finance
Temple University 1997 — 2002
BBA, Finance & Management
John Pinder's SEI Experience July 2013 - Present
Job Senior Operations Analyst at SEI
Industry Financial Services
Experience
SEI July 2013 - Present
USLI May 2012 - August 2012
University of Pennsylvania Health System May 2011 - September 2011
Genuardi's Supermarket June 2007 - August 2010
Skills
Time Management, Investments
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (BS), Finance, Risk Management and Insurance
Lansdale Catholic High School 2005 — 2009
SEI July 2013 - Present
USLI May 2012 - August 2012
University of Pennsylvania Health System May 2011 - September 2011
Genuardi's Supermarket June 2007 - August 2010
Skills
Time Management, Investments
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (BS), Finance, Risk Management and Insurance
Lansdale Catholic High School 2005 — 2009
Jeff Engblom Jeff Engblom's SEI Experience September 2005 - Present
Job Operations Manager at SEI
Industry Financial Services
Experience
SEI September 2005 - Present
Lockwood Financial Services 1997 - 2005
The Vanguard Group 1996 - 1997
Prudential Financial 1995 - 1996
Skills
Mutual Funds, ETFs
Education
Shippensburg University of Pennsylvania 1991 — 1995
Bachelor of Science, Public Administration
SEI September 2005 - Present
Lockwood Financial Services 1997 - 2005
The Vanguard Group 1996 - 1997
Prudential Financial 1995 - 1996
Skills
Mutual Funds, ETFs
Education
Shippensburg University of Pennsylvania 1991 — 1995
Bachelor of Science, Public Administration
Seth Kampf Seth Kampf's SEI Experience May 2011 - Present
Job Client Services Representative at SEI
Industry Financial Services
Experience
SEI May 2011 - Present
SEI May 2009 - April 2011
SEI June 2007 - May 2009
Nike 2004 - 2004
Skills
Mutual Funds, Fund Accounting, Financial Services, Accounting, Relationship Management, Fund Administration, Finance, Wealth Management, Financial Statements, Fixed Income, Investments, Securities, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Management, Financial Analysis, Management, Microsoft Excel, Exchange Traded Funds
Education
St. Joseph's University 2012 — 2015
Master’s Degree, Concentation in Finance
University of Miami 2003 — 2007
Bachelor of Business Administration, Finance
SEI May 2011 - Present
SEI May 2009 - April 2011
SEI June 2007 - May 2009
Nike 2004 - 2004
Skills
Mutual Funds, Fund Accounting, Financial Services, Accounting, Relationship Management, Fund Administration, Finance, Wealth Management, Financial Statements, Fixed Income, Investments, Securities, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Management, Financial Analysis, Management, Microsoft Excel, Exchange Traded Funds
Education
St. Joseph's University 2012 — 2015
Master’s Degree, Concentation in Finance
University of Miami 2003 — 2007
Bachelor of Business Administration, Finance
Angelo Ciccio Angelo Ciccio's SEI Experience June 2015 - Present
Job Middle Office Operations Analyst at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
Market Resource Partners January 2015 - April 2015
Waltz's Golf Farm April 2007 - August 2014
Skills
Event Planning, Event Management, Scheduling, Supply Ordering, Golf Course Management, Cash Register, Closing Abilities, Microsoft Word, Adobe Audition, Photoshop, Communication, English Literature, Journalism, Radio Broadcasting, Video Production, Video Editing, Poetry, Fiction Writing, Microsoft Excel, PowerPoint, Social Media, Management, Customer Service, Marketing, Social Networking
Education
Shippensburg University of Pennsylvania 2010 — 2014
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
Spring-Ford High School 2006 — 2010
High School Diploma, General Studies
SEI June 2015 - Present
Market Resource Partners January 2015 - April 2015
Waltz's Golf Farm April 2007 - August 2014
Skills
Event Planning, Event Management, Scheduling, Supply Ordering, Golf Course Management, Cash Register, Closing Abilities, Microsoft Word, Adobe Audition, Photoshop, Communication, English Literature, Journalism, Radio Broadcasting, Video Production, Video Editing, Poetry, Fiction Writing, Microsoft Excel, PowerPoint, Social Media, Management, Customer Service, Marketing, Social Networking
Education
Shippensburg University of Pennsylvania 2010 — 2014
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
Spring-Ford High School 2006 — 2010
High School Diploma, General Studies
Joseph Mustilli Jr. Joseph Mustilli Jr.'s SEI Experience June 2014 - Present
Job Business Analyst
Industry Information Technology and Services
Experience
SEI June 2014 - Present
Chester Valley Golf Club April 2010 - January 2015
Salisbury University August 2010 - May 2014
Enterprise Rent-A-Car June 2013 - August 2013
Skills
Management, Team Leadership, Microsoft Excel, Social Networking, Teamwork, Sales, Leadership, Microsoft Office, PowerPoint, Goal Oriented, Team Management, Product Development, Microsoft SQL Server, Organized Multi-tasker, Project Management, Business Analysis, Charismatic Leadership, Work Ethic, Technical Documentation, Passion to Succeed, Business Process..., Business Strategy, Regulatory Reporting, Public Speaking, Customer Service, Regulatory Compliance, Global Regulatory...
Education
Salisbury University 2010 — 2014
Bachelor of Science (B.S.), Management Information Systems, General
Bishop Shanahan High School 2006 — 2010
SEI June 2014 - Present
Chester Valley Golf Club April 2010 - January 2015
Salisbury University August 2010 - May 2014
Enterprise Rent-A-Car June 2013 - August 2013
Skills
Management, Team Leadership, Microsoft Excel, Social Networking, Teamwork, Sales, Leadership, Microsoft Office, PowerPoint, Goal Oriented, Team Management, Product Development, Microsoft SQL Server, Organized Multi-tasker, Project Management, Business Analysis, Charismatic Leadership, Work Ethic, Technical Documentation, Passion to Succeed, Business Process..., Business Strategy, Regulatory Reporting, Public Speaking, Customer Service, Regulatory Compliance, Global Regulatory...
Education
Salisbury University 2010 — 2014
Bachelor of Science (B.S.), Management Information Systems, General
Bishop Shanahan High School 2006 — 2010
Colleen Evangelista Colleen Evangelista's SEI Experience March 2015 - Present
Job GWP Product Owner at SEI Investments
Industry Financial Services
Experience
SEI March 2015 - Present
SEI June 2013 - Present
SEI 2010 - 2013
SEI Investments November 2005 - May 2010
Chestnut hill Rehab Hospital 2005 - 2006
Skills
Financial Services, Business Analysis, Investments, Mutual Funds, SDLC, Portfolio Management, Requirements Analysis, Requirements Gathering, Process Improvement
Education
Shippensburg University of Pennsylvania 2001 — 2005
Finance, General
SEI March 2015 - Present
SEI June 2013 - Present
SEI 2010 - 2013
SEI Investments November 2005 - May 2010
Chestnut hill Rehab Hospital 2005 - 2006
Skills
Financial Services, Business Analysis, Investments, Mutual Funds, SDLC, Portfolio Management, Requirements Analysis, Requirements Gathering, Process Improvement
Education
Shippensburg University of Pennsylvania 2001 — 2005
Finance, General
John Molster, CFP®'s SEI Experience 2007 - 2008
Job Vice President Senior Wealth and Planning Specialist at F.N.B. Corporation
Industry Financial Services
Experience
F.N.B. Corporation January 2014 - Present
Florida Institute of Technology September 2012 - Present
Maryland Defense Force 2012 - Present
Cypress Capital Management, LLC January 2011 - October 2011
WSFS Bank 2009 - 2011
SEI Insurnace 2007 - 2009
New Garden Township 2000 - 2009
SEI 2007 - 2008
Wachovia Securities, LLC 1998 - 2007
State Farm Insurance 1987 - 1998
Skills
Investments, Portfolio Management, Customer Relations, Asset Allocation, New Business Development, Banking, Marketing Strategy, Strategic Planning, Business Strategy, Team Building, Team Management, Organizational..., Research, Market Research, Non-profits, NGOs, Budget Analysis, Budget Management, Financial Planning, Financial Analysis, Financial Management, Equity Research, Fixed Income, Mentoring, Local Government, Volunteer Management, Non-profit Development, Wealth Management, Budgeting, M&A due diligence, Economic Research, Insurance, Commercial Insurance, Sales Management, Higher Education, Military Operations, Emergency Management, Strategic Financial..., Managerial Finance, Budgets, Government, Due Diligence, Analysis, Project Planning, Risk Management, Securities, Nonprofits, Customer Service, Finance, Policy
Education
Wilmington College 2008 — 2013
Doctorate, Business Administration
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
MS, Finance/Financial Services
Salisbury University 1981 — 1986
BA, Political Science
Arundel 1978 — 1981
HS Diploma, Regular/General High School/Secondary Diploma Program
F.N.B. Corporation January 2014 - Present
Florida Institute of Technology September 2012 - Present
Maryland Defense Force 2012 - Present
Cypress Capital Management, LLC January 2011 - October 2011
WSFS Bank 2009 - 2011
SEI Insurnace 2007 - 2009
New Garden Township 2000 - 2009
SEI 2007 - 2008
Wachovia Securities, LLC 1998 - 2007
State Farm Insurance 1987 - 1998
Skills
Investments, Portfolio Management, Customer Relations, Asset Allocation, New Business Development, Banking, Marketing Strategy, Strategic Planning, Business Strategy, Team Building, Team Management, Organizational..., Research, Market Research, Non-profits, NGOs, Budget Analysis, Budget Management, Financial Planning, Financial Analysis, Financial Management, Equity Research, Fixed Income, Mentoring, Local Government, Volunteer Management, Non-profit Development, Wealth Management, Budgeting, M&A due diligence, Economic Research, Insurance, Commercial Insurance, Sales Management, Higher Education, Military Operations, Emergency Management, Strategic Financial..., Managerial Finance, Budgets, Government, Due Diligence, Analysis, Project Planning, Risk Management, Securities, Nonprofits, Customer Service, Finance, Policy
Education
Wilmington College 2008 — 2013
Doctorate, Business Administration
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
MS, Finance/Financial Services
Salisbury University 1981 — 1986
BA, Political Science
Arundel 1978 — 1981
HS Diploma, Regular/General High School/Secondary Diploma Program
Captain Jay Keeney's SEI Experience July 2002 - January 2003
Job Owner/Captain with Charleston Sailboat Charters
Industry Leisure, Travel & Tourism
Experience
Charleston Sailboat Charters June 2015 - Present
Charleston County School District April 2015 - Present
Go Race Productions January 2015 - Present
PeopleMatter September 2011 - November 2014
Benefitfocus February 2010 - August 2011
Brinker Capital August 2006 - March 2009
SEI Investments January 2004 - June 2006
SEI Investments January 2003 - January 2004
SEI July 2002 - January 2003
SEI Investments August 2001 - July 2002
Skills
SaaS, Fixed Income, Salesforce.com, Portfolio Management, Analysis, CRM, Marketing, Mutual Funds, Securities, Solution Implementation, Hedge Funds, Workforce Management, Equities, Human Capital Management, IT Project..., Labor Management Systems, Software Implementation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
MBA, Finance
Shippensburg University of Pennsylvania 1997 — 2001
BS, Finance/Economics
Charleston Sailboat Charters June 2015 - Present
Charleston County School District April 2015 - Present
Go Race Productions January 2015 - Present
PeopleMatter September 2011 - November 2014
Benefitfocus February 2010 - August 2011
Brinker Capital August 2006 - March 2009
SEI Investments January 2004 - June 2006
SEI Investments January 2003 - January 2004
SEI July 2002 - January 2003
SEI Investments August 2001 - July 2002
Skills
SaaS, Fixed Income, Salesforce.com, Portfolio Management, Analysis, CRM, Marketing, Mutual Funds, Securities, Solution Implementation, Hedge Funds, Workforce Management, Equities, Human Capital Management, IT Project..., Labor Management Systems, Software Implementation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
MBA, Finance
Shippensburg University of Pennsylvania 1997 — 2001
BS, Finance/Economics
James Pavlou James Pavlou's SEI Experience June 2015 - Present
Job Sales Associate at FinishLine Retail Concepts
Industry Accounting
Experience
SEI June 2015 - Present
FinishLine Retail Concepts June 2013 - June 2015
Panera Bread May 2010 - November 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Social Media, Accounting, Retail, Communication, Statistics, Time Management, Inventory Management, Sales, SAP, Internal Audit, Microsoft Office
Education
St. Joseph's University 2011 — 2015
Bachelor of Science (B.S.), Accounting
Pope John Paul II High School 2011 — 2012
High School Diploma
SEI June 2015 - Present
FinishLine Retail Concepts June 2013 - June 2015
Panera Bread May 2010 - November 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Social Media, Accounting, Retail, Communication, Statistics, Time Management, Inventory Management, Sales, SAP, Internal Audit, Microsoft Office
Education
St. Joseph's University 2011 — 2015
Bachelor of Science (B.S.), Accounting
Pope John Paul II High School 2011 — 2012
High School Diploma
David Szatkowski's SEI Experience 1988 - 1992
Job HR Sourcing Lead at Accenture
Industry Management Consulting
Experience
Accenture March 2014 - Present
Procurian March 2012 - March 2014
Accenture October 2010 - May 2012
The ClearView Group 2008 - October 2010
Towers Perrin September 2005 - July 2008
BearingPoint, Inc (Formerly KPMG Consulting) 1994 - 2005
BearingPoint/KPMG Consulting 1994 - 2005
Han & Associates 1992 - 1994
SEI 1988 - 1992
Skills
Strategy, Business Process..., Outsourcing, Cross-functional Team..., Change Management, CRM, Management, Business Transformation, Leadership, Project Management, Business Development, Integration, Organizational Design, Consulting, BPO, Strategic Planning, Analysis, Business Planning, Organizational..., Stakeholder Management, Business Case
Education
Saint Joseph's University
MBA
University of Scranton
BA
Accenture March 2014 - Present
Procurian March 2012 - March 2014
Accenture October 2010 - May 2012
The ClearView Group 2008 - October 2010
Towers Perrin September 2005 - July 2008
BearingPoint, Inc (Formerly KPMG Consulting) 1994 - 2005
BearingPoint/KPMG Consulting 1994 - 2005
Han & Associates 1992 - 1994
SEI 1988 - 1992
Skills
Strategy, Business Process..., Outsourcing, Cross-functional Team..., Change Management, CRM, Management, Business Transformation, Leadership, Project Management, Business Development, Integration, Organizational Design, Consulting, BPO, Strategic Planning, Analysis, Business Planning, Organizational..., Stakeholder Management, Business Case
Education
Saint Joseph's University
MBA
University of Scranton
BA
Karyn Rowand's SEI Experience April 2007 - November 2008
Job DB Pension Plan Administrator
Industry Financial Services
Experience
The Savitz Organization January 2009 - December 2010
SEI April 2007 - November 2008
Milliman June 1999 - March 2007
Skills
Actuarial Science, Pensions, Variable Annuities, 401k, Retirement, Mutual Funds, Defined Benefit, Fixed Annuities, Asset Allocation
Education
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor of Arts (B.A.), Mathematics
The Savitz Organization January 2009 - December 2010
SEI April 2007 - November 2008
Milliman June 1999 - March 2007
Skills
Actuarial Science, Pensions, Variable Annuities, 401k, Retirement, Mutual Funds, Defined Benefit, Fixed Annuities, Asset Allocation
Education
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor of Arts (B.A.), Mathematics
Chris Koneski's SEI Experience August 2004 - August 2006
Job Assistant Athletics Director for Facilities & Operations
Industry Recreational Facilities and Services
Experience
Drexel University September 2010 - Present
Drexel University September 2008 - September 2010
Drexel University June 2008 - September 2008
ARCHBISHOP CARROLL HIGH SCHOOL August 2004 - June 2008
Philadelphia University August 2007 - May 2008
SEI August 2004 - August 2006
Saint Joseph's University August 2003 - May 2004
Skills
Event Management Systems, Fusion (Memberships and..., Yardi (work order..., WebTMA (work order..., Microsoft Office (Word,..., American Red Cross CPR,..., Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Fundraising, Training, Management, Program Management, Athletics
Education
Temple University 2006 — 2008
M. Ed., Sport and Recreation Administration
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
B.S. in Business Administration, Finance
Drexel University September 2010 - Present
Drexel University September 2008 - September 2010
Drexel University June 2008 - September 2008
ARCHBISHOP CARROLL HIGH SCHOOL August 2004 - June 2008
Philadelphia University August 2007 - May 2008
SEI August 2004 - August 2006
Saint Joseph's University August 2003 - May 2004
Skills
Event Management Systems, Fusion (Memberships and..., Yardi (work order..., WebTMA (work order..., Microsoft Office (Word,..., American Red Cross CPR,..., Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Fundraising, Training, Management, Program Management, Athletics
Education
Temple University 2006 — 2008
M. Ed., Sport and Recreation Administration
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
B.S. in Business Administration, Finance
John Gallagher CFA CFP®'s SEI Experience October 1997 - August 1999
Job Investment Consultant at Vanguard
Industry Financial Services
Ramah Teague's SEI Experience January 2014 - Present
Job Consultant
Industry Computer Software
Experience
SEI January 2014 - Present
SEI August 2010 - December 2013
Wells Fargo July 2009 - August 2010
SEI April 1997 - February 2009
Skills
Mutual Funds, Business Analysis, Financial Services, SDLC, PMO, Business Process, Business Requirements, Data Migration, Integration, Business Process..., Portfolio Management, Analysis, Banking, Requirements Gathering, User Acceptance Testing, Software Project..., Team Building, Vendor Management, IT Strategy, Risk Management, Requirements Analysis
Education
Shelton State Community College 1977 — 1980
Incomplete, Business Administration and Management, General, A
SEI January 2014 - Present
SEI August 2010 - December 2013
Wells Fargo July 2009 - August 2010
SEI April 1997 - February 2009
Skills
Mutual Funds, Business Analysis, Financial Services, SDLC, PMO, Business Process, Business Requirements, Data Migration, Integration, Business Process..., Portfolio Management, Analysis, Banking, Requirements Gathering, User Acceptance Testing, Software Project..., Team Building, Vendor Management, IT Strategy, Risk Management, Requirements Analysis
Education
Shelton State Community College 1977 — 1980
Incomplete, Business Administration and Management, General, A
Clare Sautter, MS, ACC's SEI Experience March 1997 - September 2007
Job Organizational Development Consultant at Lehigh Valley Health Network
Industry Hospital & Health Care
Experience
Lehigh Valley Health Network August 2015 - Present
SparksFly Enterprises September 2007 - Present
Saint Joseph's University 2010 - Present
Dale Carnegie Training September 2002 - August 2015
Francisvale Home for Smaller Animals April 2013 - July 2014
The Wharton School October 2011 - June 2013
SEI March 1997 - September 2007
Skills
Succession Planning, Coaching, Training, Leadership, Executive Coaching, Management Consulting, Leadership Development, Team Building, Personal Development, Employee Engagement, Organizational..., Workshop Facilitation, Employee Training, Talent Management, Performance Management, Management Development, Program Management, Change Management, Strategic Planning, Time Management, Career Counseling, Teaching, Staff Development, MBTI, Team Leadership, Emotional Intelligence, Consulting, Public Speaking, Process Improvement, Conflict Resolution, Organizational..., Career Development, Training Delivery, Instructional Design, Executive Development, Small Business, Management, Nonprofits, Culture Change
Education
Saint Joseph's University 2008 — 2010
MS, Training and Organizational Development
Virginia Commonwealth University - School of Business 1980 — 1985
B.S., Business Administration and Management
Lehigh Valley Health Network August 2015 - Present
SparksFly Enterprises September 2007 - Present
Saint Joseph's University 2010 - Present
Dale Carnegie Training September 2002 - August 2015
Francisvale Home for Smaller Animals April 2013 - July 2014
The Wharton School October 2011 - June 2013
SEI March 1997 - September 2007
Skills
Succession Planning, Coaching, Training, Leadership, Executive Coaching, Management Consulting, Leadership Development, Team Building, Personal Development, Employee Engagement, Organizational..., Workshop Facilitation, Employee Training, Talent Management, Performance Management, Management Development, Program Management, Change Management, Strategic Planning, Time Management, Career Counseling, Teaching, Staff Development, MBTI, Team Leadership, Emotional Intelligence, Consulting, Public Speaking, Process Improvement, Conflict Resolution, Organizational..., Career Development, Training Delivery, Instructional Design, Executive Development, Small Business, Management, Nonprofits, Culture Change
Education
Saint Joseph's University 2008 — 2010
MS, Training and Organizational Development
Virginia Commonwealth University - School of Business 1980 — 1985
B.S., Business Administration and Management
Bryan Drennan's SEI Experience October 2004 - Present
Job Solutions Manager Asset Management Services at SEI
Industry Financial Services
Experience
SEI October 2004 - Present
SEI October 2004 - Present
Sage Financial Group January 1999 - September 2004
Skills
Financial Services, Investments, Mutual Funds, Securities, Fixed Income, Asset Management, Alternative Investments, Asset Allocation, Wealth Management, Hedge Funds, Bloomberg, Equities
Education
Seton Hall University 1992 — 1996
Bachelor's degree, Finance, General
SEI October 2004 - Present
SEI October 2004 - Present
Sage Financial Group January 1999 - September 2004
Skills
Financial Services, Investments, Mutual Funds, Securities, Fixed Income, Asset Management, Alternative Investments, Asset Allocation, Wealth Management, Hedge Funds, Bloomberg, Equities
Education
Seton Hall University 1992 — 1996
Bachelor's degree, Finance, General
Ed Loughlin's SEI Experience September 1992 - Present
Job Exec VP at SEI
Industry Investment Management
Experience
SEI September 1992 - Present
SEI Investments 1979 - Present
Skills
Alternative Investments, Hedge Funds, Investment Management, Fund Of Funds, ETFs
Education
Saint Joseph's University 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
SEI September 1992 - Present
SEI Investments 1979 - Present
Skills
Alternative Investments, Hedge Funds, Investment Management, Fund Of Funds, ETFs
Education
Saint Joseph's University 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Justin Day's SEI Experience January 2013 - Present
Job Institutional Advisory Associate at SEI
Industry Capital Markets
Experience
SEI January 2013 - Present
SEI Investments February 2011 - December 2013
Towers Watson October 2008 - February 2011
Susquehanna International Group June 2007 - July 2008
Education
Saint Joseph's University 2003 — 2007
BS, Mathematics, Economics
SEI January 2013 - Present
SEI Investments February 2011 - December 2013
Towers Watson October 2008 - February 2011
Susquehanna International Group June 2007 - July 2008
Education
Saint Joseph's University 2003 — 2007
BS, Mathematics, Economics
Hugh Sudall's SEI Experience January 2012 - Present
Job Business System Analyst at SEI
Industry Investment Management
Experience
SEI January 2012 - Present
BlackRock March 2006 - December 2011
MBNA (now Bank of America) 1997 - January 2005
Premier Solutions 1996 - 1997
Princeton Financial Systems 1994 - 1996
Covenant Life Insurance Company 1989 - 1994
Education
Saint Joseph's University 1985 — 1989
Bachelor of Science, Finance
SEI January 2012 - Present
BlackRock March 2006 - December 2011
MBNA (now Bank of America) 1997 - January 2005
Premier Solutions 1996 - 1997
Princeton Financial Systems 1994 - 1996
Covenant Life Insurance Company 1989 - 1994
Education
Saint Joseph's University 1985 — 1989
Bachelor of Science, Finance
John Paton, PMP's SEI Experience October 2011 - October 2013
Job Program Manager at Turnberry Solutions
Industry Information Technology and Services
Experience
Turnberry Solutions October 2014 - Present
TransparenC, Inc. October 2013 - October 2014
SEI October 2011 - October 2013
Macquarie Bank May 2010 - October 2011
SEI June 2008 - May 2010
SEI April 2006 - June 2008
SEI May 2005 - April 2006
Skills
Portfolio Management, Mutual Funds, Investments, Business Analysis, Fixed Income, Order Management, Corporate Actions, Equities, Asset Managment, Financial Services, Securities, Bloomberg, Derivatives, SDLC, Business Requirements, Project Management, Asset Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2007
MBA, International Business
Ursinus College 2001 — 2005
BA, Business and Economics
Turnberry Solutions October 2014 - Present
TransparenC, Inc. October 2013 - October 2014
SEI October 2011 - October 2013
Macquarie Bank May 2010 - October 2011
SEI June 2008 - May 2010
SEI April 2006 - June 2008
SEI May 2005 - April 2006
Skills
Portfolio Management, Mutual Funds, Investments, Business Analysis, Fixed Income, Order Management, Corporate Actions, Equities, Asset Managment, Financial Services, Securities, Bloomberg, Derivatives, SDLC, Business Requirements, Project Management, Asset Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2007
MBA, International Business
Ursinus College 2001 — 2005
BA, Business and Economics
Sean Alesi's SEI Experience Fund Accountant IISEI Investments2006 - Present
Job Fund Accountant at SEI
Industry Financial Services
Experience
SEI Fund Accountant IISEI Investments2006 - Present
Education
Saint Joseph's University 2002 — 2006
SEI Fund Accountant IISEI Investments2006 - Present
Education
Saint Joseph's University 2002 — 2006
Reynaldo Mariquit's SEI Experience July 2011 - May 2012
Job Director at Societe Generale
Industry Financial Services
Experience
Societe Generale August 2013 - Present
Virtusa Corporation October 2012 - August 2013
Black Pearl Financial, Inc. May 2012 - October 2012
SEI July 2011 - May 2012
SEI Investments August 2008 - July 2011
SEI October 2006 - August 2008
Oakbrook Solutions May 2005 - October 2006
Commerzbank August 1999 - March 2005
ABN AMRO Securities, Inc July 1998 - August 1999
Deutsche Bank Securities Corp. February 1989 - July 1998
Skills
Risk Management, Financial Services, Fixed Income, Securities, Wealth Management, Investments, Analysis, Equities, Capital Markets, Back Office, Investment Banking, Mutual Funds, Business Analysis, Business Process, Finance, Derivatives, Asset Management, Hedge Funds, Trading, Middle Office, Asset Managment, Portfolio Management, Management, Management Consulting, Bonds, Banking, Relationship Management, Cash Management, Corporate Actions, Options, Operational Risk, AML, Alternative Investments, Leadership
Education
St. Peter's College 1977 — 1982
Bachelor of Science (B.S.), Business Management
Societe Generale August 2013 - Present
Virtusa Corporation October 2012 - August 2013
Black Pearl Financial, Inc. May 2012 - October 2012
SEI July 2011 - May 2012
SEI Investments August 2008 - July 2011
SEI October 2006 - August 2008
Oakbrook Solutions May 2005 - October 2006
Commerzbank August 1999 - March 2005
ABN AMRO Securities, Inc July 1998 - August 1999
Deutsche Bank Securities Corp. February 1989 - July 1998
Skills
Risk Management, Financial Services, Fixed Income, Securities, Wealth Management, Investments, Analysis, Equities, Capital Markets, Back Office, Investment Banking, Mutual Funds, Business Analysis, Business Process, Finance, Derivatives, Asset Management, Hedge Funds, Trading, Middle Office, Asset Managment, Portfolio Management, Management, Management Consulting, Bonds, Banking, Relationship Management, Cash Management, Corporate Actions, Options, Operational Risk, AML, Alternative Investments, Leadership
Education
St. Peter's College 1977 — 1982
Bachelor of Science (B.S.), Business Management
Allison Kruse's SEI Experience September 1993 - October 1995
Job Vice President, Marketing and Human Resources
Industry Banking
Experience
PennJerDel Bank Marketing Association December 2011 - Present
Sharon Savings Bank September 2001 - Present
PennJerDel Bank Marketing Association September 2007 - December 2011
Sun National Bank September 1998 - August 2001
Sun National Bank 1995 - 1998
SEI September 1993 - October 1995
Covenant Bank May 1993 - September 1993
Covenant Bank May 1991 - May 1993
Skills
Project Managment, Training, Marketing Communications, Marketing Strategy, Project Management, Product Management, Risk Management, Management, Leadership, Credit, Public Relations, Human Resources, CRM, Business Development, Strategic Planning, Marketing, Banking, Strategy, Commercial Banking
Education
University of Phoenix 2002 — 2004
MBA
Saint Joseph's University 1989 — 1993
Bachelors of Science, Financial Management
PennJerDel Bank Marketing Association December 2011 - Present
Sharon Savings Bank September 2001 - Present
PennJerDel Bank Marketing Association September 2007 - December 2011
Sun National Bank September 1998 - August 2001
Sun National Bank 1995 - 1998
SEI September 1993 - October 1995
Covenant Bank May 1993 - September 1993
Covenant Bank May 1991 - May 1993
Skills
Project Managment, Training, Marketing Communications, Marketing Strategy, Project Management, Product Management, Risk Management, Management, Leadership, Credit, Public Relations, Human Resources, CRM, Business Development, Strategic Planning, Marketing, Banking, Strategy, Commercial Banking
Education
University of Phoenix 2002 — 2004
MBA
Saint Joseph's University 1989 — 1993
Bachelors of Science, Financial Management
Aaron Von Alst's SEI Experience July 2011 - Present
Job Business Process Analyst BPM at SEI
Industry Financial Services
Experience
SEI July 2011 - Present
SEI Investments June 2010 - March 2012
SEI 2005 - August 2010
Skills
Operations Management, Client Services, International Operations, Cross-functional Team..., Business Management, Business Process, Business Analysis, Project Implementation, Process Improvement, Business Process..., Institutional, Internal Communications, Business Advisory, SharePoint, OnBase, Visio, FileNet, Web Parts, SQL Server, InfoPath, Microsoft CRM, Document Imaging, Trading Systems, KPI, Client Interfacing, Change Management, Group Presentations, Software Training, Training & Development
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2012
MBA, Business Intelligence
York College of Pennsylvania 2001 — 2005
B.S., Economics/Finance
SEI July 2011 - Present
SEI Investments June 2010 - March 2012
SEI 2005 - August 2010
Skills
Operations Management, Client Services, International Operations, Cross-functional Team..., Business Management, Business Process, Business Analysis, Project Implementation, Process Improvement, Business Process..., Institutional, Internal Communications, Business Advisory, SharePoint, OnBase, Visio, FileNet, Web Parts, SQL Server, InfoPath, Microsoft CRM, Document Imaging, Trading Systems, KPI, Client Interfacing, Change Management, Group Presentations, Software Training, Training & Development
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2012
MBA, Business Intelligence
York College of Pennsylvania 2001 — 2005
B.S., Economics/Finance
Veronica Gillette's SEI Experience January 2006 - August 2011
Job Experienced Financial Services supervisor/analyst
Industry Financial Services
Experience
SEI January 2006 - August 2011
SEI January 2006 - November 2006
Lord Abbett May 2002 - December 2005
Education
Saint Peter's University 1994 — 1998
Saint Peter's University 1994 — 1998
SEI January 2006 - August 2011
SEI January 2006 - November 2006
Lord Abbett May 2002 - December 2005
Education
Saint Peter's University 1994 — 1998
Saint Peter's University 1994 — 1998
Shannon McLaughlin's SEI Experience December 2004 - February 2005
Job Financial Consultant at UnitedHealthcare
Industry Hospital & Health Care
Experience
Cigna March 2015 - Present
UnitedHealthcare December 2013 - March 2015
UnitedHealthcare February 2012 - December 2013
Independence Blue Cross October 2005 - January 2012
The Haverford Trust Company March 2005 - September 2005
SEI December 2004 - February 2005
Skills
Analysis, Process Improvement, Finance, Financial Analysis, Forecasting, Project Management, Databases, SQL, Essbase, Microsoft Excel, Access, Revenue Analysis
Education
Saint Joseph's University 2000 — 2004
Bachelor of Science, Finance
Cigna March 2015 - Present
UnitedHealthcare December 2013 - March 2015
UnitedHealthcare February 2012 - December 2013
Independence Blue Cross October 2005 - January 2012
The Haverford Trust Company March 2005 - September 2005
SEI December 2004 - February 2005
Skills
Analysis, Process Improvement, Finance, Financial Analysis, Forecasting, Project Management, Databases, SQL, Essbase, Microsoft Excel, Access, Revenue Analysis
Education
Saint Joseph's University 2000 — 2004
Bachelor of Science, Finance
Gretchen Flicker's SEI Experience July 1993 - November 1994
Job Vice President at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors April 2003 - Present
Dimensional Fund Advisors April 1998 - April 2003
Hewitt Associates April 1997 - March 1998
SEI July 1993 - November 1994
Skills
Asset Allocation, Investment Management, Asset Management, Hedge Funds, Equities, Investments, Alternative Investments, Investment Strategies, Portfolio Management, Business Development, Client Services, Fixed Income
Education
Katholieke Universiteit Leuven 1995 — 1996
MBA, International Business
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, International Business
Saint Mary's College 1989 — 1993
Bachelor of Arts (BA), Mathematics & Business Administration
Dimensional Fund Advisors April 2003 - Present
Dimensional Fund Advisors April 1998 - April 2003
Hewitt Associates April 1997 - March 1998
SEI July 1993 - November 1994
Skills
Asset Allocation, Investment Management, Asset Management, Hedge Funds, Equities, Investments, Alternative Investments, Investment Strategies, Portfolio Management, Business Development, Client Services, Fixed Income
Education
Katholieke Universiteit Leuven 1995 — 1996
MBA, International Business
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, International Business
Saint Mary's College 1989 — 1993
Bachelor of Arts (BA), Mathematics & Business Administration
Linsay Doyle's SEI Experience 2003 - 2005
Job Project Manager, Assistant Vice President at State Street
Industry Financial Services
Experience
State Street October 2013 - Present
State Street September 2008 - September 2013
SEI 2003 - 2005
SEI 2003 - 2005
SEI 2001 - 2003
Skills
Project Management, Project Planning, Microsoft Project, Financial Services, Project Coordination, Business Analysis
Education
Saint Joseph's University 1997 — 2001
B.S., Business Management
State Street October 2013 - Present
State Street September 2008 - September 2013
SEI 2003 - 2005
SEI 2003 - 2005
SEI 2001 - 2003
Skills
Project Management, Project Planning, Microsoft Project, Financial Services, Project Coordination, Business Analysis
Education
Saint Joseph's University 1997 — 2001
B.S., Business Management
Whitney Webb's SEI Experience April 2011 - Present
Job Legal Services Manager Money Managers Legal at SEI
Industry Financial Services
Experience
SEI April 2011 - Present
SEI 2008 - 2011
SEI 2008 - 2011
SEI April 2006 - May 2008
Skills
Mutual Funds, Investments, Series 7, Series 63, Hedge Funds, ETFs, Trading, Securities, Accounting, Financial Services, Alternative Investments, Asset Allocation, Wealth Management, Bloomberg, Equities, Financial Analysis, Risk Management, Relationship Management, Investment Advisory, Investment Strategies, Fixed Income, FINRA, Banking, 401k
Education
Saint Joseph's University 2010 — 2011
Certificate, Accounting, 4.0
University of Pittsburgh 1999 — 2003
BSBA, Marketing
SEI April 2011 - Present
SEI 2008 - 2011
SEI 2008 - 2011
SEI April 2006 - May 2008
Skills
Mutual Funds, Investments, Series 7, Series 63, Hedge Funds, ETFs, Trading, Securities, Accounting, Financial Services, Alternative Investments, Asset Allocation, Wealth Management, Bloomberg, Equities, Financial Analysis, Risk Management, Relationship Management, Investment Advisory, Investment Strategies, Fixed Income, FINRA, Banking, 401k
Education
Saint Joseph's University 2010 — 2011
Certificate, Accounting, 4.0
University of Pittsburgh 1999 — 2003
BSBA, Marketing
Alison Fishell's SEI Experience July 2007 - Present
Job Legal Services Manager at SEI
Industry Financial Services
Experience
SEI July 2007 - Present
SEI 1998 - 2007
Education
Saint Joseph's University 2002 — 2004
MBA, Finance
Susquehanna University 1994 — 1998
BS, Business Administration
SEI July 2007 - Present
SEI 1998 - 2007
Education
Saint Joseph's University 2002 — 2004
MBA, Finance
Susquehanna University 1994 — 1998
BS, Business Administration
Don Neilson III's SEI Experience July 2006 - February 2008
Job Resource Manager/Financial Analyst at ALD
Industry Oil & Energy
Experience
Audubon Land Development/ Diverse Resource Investments, LLC February 2008 - Present
SEI July 2006 - February 2008
UBS Wealth Management January 2005 - July 2006
Skills
Financial Analysis, Investments, Financial Modeling, Finance, Financial Reporting, Asset Management, Hedge Funds, Bloomberg, Excel, Accruals, Reconciliation, Financial Planning, Cash Management, Portfolio Management, Oil & Gas Industry, Natural Gas, Natural Resource..., Land Management, Investment Properties, Microsoft Excel, Accounting
Education
Saint Joseph's University 2007 — 2008
MBA, General
Saint Joseph's University 2002 — 2006
BS, Finance
Audubon Land Development/ Diverse Resource Investments, LLC February 2008 - Present
SEI July 2006 - February 2008
UBS Wealth Management January 2005 - July 2006
Skills
Financial Analysis, Investments, Financial Modeling, Finance, Financial Reporting, Asset Management, Hedge Funds, Bloomberg, Excel, Accruals, Reconciliation, Financial Planning, Cash Management, Portfolio Management, Oil & Gas Industry, Natural Gas, Natural Resource..., Land Management, Investment Properties, Microsoft Excel, Accounting
Education
Saint Joseph's University 2007 — 2008
MBA, General
Saint Joseph's University 2002 — 2006
BS, Finance
Jim Neusch, CFP's SEI Experience 2001 - 2002
Job Certified Financial Planner Analyst
Industry Financial Services
Experience
Tarpey, Neusch & Associates 2003 - Present
Morgan Stanley 2002 - 2003
SEI 2001 - 2002
US Army 1998 - 2001
Skills
Program Management
Education
Rutgers University-New Brunswick 1996 — 1998
MBA, Finance
University of Connecticut 1990 — 1994
B.S., Finance
Tarpey, Neusch & Associates 2003 - Present
Morgan Stanley 2002 - 2003
SEI 2001 - 2002
US Army 1998 - 2001
Skills
Program Management
Education
Rutgers University-New Brunswick 1996 — 1998
MBA, Finance
University of Connecticut 1990 — 1994
B.S., Finance
Elaine Llave Paglia's SEI Experience July 2014 - Present
Job Director at SEI
Industry Financial Services
Experience
SEI July 2014 - Present
International Fund Services April 2001 - June 2014
Caxton Associates March 2000 - April 2001
Skills
Equities, Fund Accounting, Fixed Income, Hedge Funds, Options, Bloomberg, FX Options, Back Office, Derivatives, Middle Office, Corporate Actions, Securities, Asset Management, Alternative Investments, Trading, Settlement, Swaps, Fund Administration
Education
Rutgers, The State University of New Jersey-Newark 1995 — 1999
BA, Economics
SEI July 2014 - Present
International Fund Services April 2001 - June 2014
Caxton Associates March 2000 - April 2001
Skills
Equities, Fund Accounting, Fixed Income, Hedge Funds, Options, Bloomberg, FX Options, Back Office, Derivatives, Middle Office, Corporate Actions, Securities, Asset Management, Alternative Investments, Trading, Settlement, Swaps, Fund Administration
Education
Rutgers, The State University of New Jersey-Newark 1995 — 1999
BA, Economics
Michelle Reifsnyder's SEI Experience August 2012 - Present
Job Supervisor Alternative Investment Services at SEI
Industry Financial Services
Experience
SEI August 2012 - Present
SEI September 2011 - July 2012
SEI August 2010 - August 2011
AmerisourceBergen January 2009 - August 2009
The Bank of New York Mellon August 2007 - January 2008
Skills
Financial Analysis, Hedge Funds, Fund Accounting, Alternative Investments, Fund Of Funds, Fund Administration, Supervising, Microsoft Excel, Investments, Accounting, Microsoft Office, Equities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance, Marketing
SEI August 2012 - Present
SEI September 2011 - July 2012
SEI August 2010 - August 2011
AmerisourceBergen January 2009 - August 2009
The Bank of New York Mellon August 2007 - January 2008
Skills
Financial Analysis, Hedge Funds, Fund Accounting, Alternative Investments, Fund Of Funds, Fund Administration, Supervising, Microsoft Excel, Investments, Accounting, Microsoft Office, Equities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance, Marketing
Gerald Patton's SEI Experience 1981 - 1986
Job Independent Financial Services Professional
Industry Financial Services
Experience
SunGard Data Systems, Inc. January 1987 - December 2006
SEI 1981 - 1986
Girard Bank 1969 - 1981
Skills
Banking, Wealth Management, Asset Management
Education
Stonier Graduate of Banking, Rutgers University 1976 — 1980
Graduate, Banking
Saint Joseph's University 1966 — 1970
BS, Social Studies
SunGard Data Systems, Inc. January 1987 - December 2006
SEI 1981 - 1986
Girard Bank 1969 - 1981
Skills
Banking, Wealth Management, Asset Management
Education
Stonier Graduate of Banking, Rutgers University 1976 — 1980
Graduate, Banking
Saint Joseph's University 1966 — 1970
BS, Social Studies
Megan McCafferty's SEI Experience February 2011 - Present
Job Solutions Manager
Industry Financial Services
Experience
SEI February 2011 - Present
First State Trust Company 2004 - 2011
Education
St. Joseph's University 1993 — 1997
Finance
SEI February 2011 - Present
First State Trust Company 2004 - 2011
Education
St. Joseph's University 1993 — 1997
Finance
Chris Magnus's SEI Experience December 1999 - June 2002
Job Emerging Market Bond Trader at Logan Circle Partners, L.P.
Industry Financial Services
Experience
Logan Circle Partners, L.P. July 2013 - Present
Logan Circle Partners, L.P. August 2007 - July 2013
BlackRock June 2002 - August 2007
SEI December 1999 - June 2002
Skills
Fixed Income, Settlement, Derivatives, SWIFT payments, Foreign Exchange, Confirmation, Securities, Accounting, Fund Accounting, Middle Office, Back Office, Corporate Actions, Valuation, Trading Systems, Bonds, Operational Risk, Electronic Trading, Swaps, Omgeo Oasys, Relationship Management, Asset Management
Education
Shippensburg University of Pennsylvania 1994 — 1998
BS
Logan Circle Partners, L.P. July 2013 - Present
Logan Circle Partners, L.P. August 2007 - July 2013
BlackRock June 2002 - August 2007
SEI December 1999 - June 2002
Skills
Fixed Income, Settlement, Derivatives, SWIFT payments, Foreign Exchange, Confirmation, Securities, Accounting, Fund Accounting, Middle Office, Back Office, Corporate Actions, Valuation, Trading Systems, Bonds, Operational Risk, Electronic Trading, Swaps, Omgeo Oasys, Relationship Management, Asset Management
Education
Shippensburg University of Pennsylvania 1994 — 1998
BS
Jon Kling's SEI Experience September 2013 - July 2014
Job Project Analyst at PRA Health Sciences
Industry Pharmaceuticals
Experience
PRA Health Sciences July 2014 - Present
SEI September 2013 - July 2014
JES Island March 2010 - March 2013
First Hawaiian Bank February 2008 - September 2009
SEI June 2006 - January 2008
Skills
Financial Analysis, Bloomberg, Fixed Income, Financial Services, Mutual Funds, Bloomberg Terminal, Microsoft Office, Securities, Microsoft Excel, Data Analysis, PowerPoint, Customer Service, Project Management, Derivatives, Marketing, Equities, Investments
Education
Saint Joseph's University 2002 — 2006
Accounting, Accounting
PRA Health Sciences July 2014 - Present
SEI September 2013 - July 2014
JES Island March 2010 - March 2013
First Hawaiian Bank February 2008 - September 2009
SEI June 2006 - January 2008
Skills
Financial Analysis, Bloomberg, Fixed Income, Financial Services, Mutual Funds, Bloomberg Terminal, Microsoft Office, Securities, Microsoft Excel, Data Analysis, PowerPoint, Customer Service, Project Management, Derivatives, Marketing, Equities, Investments
Education
Saint Joseph's University 2002 — 2006
Accounting, Accounting
Dan Budinger's SEI Experience May 2007 - April 2009
Job Account Manager, Sales at Kratos Public Safety & Security Solutions, Inc.
Industry Security and Investigations
Experience
Kratos Public Safety & Security Solutions, Inc. December 2012 - Present
Tyco Integrated Security August 2012 - December 2012
ADT Advanced Integration April 2010 - August 2012
ADT Advanced Integration (Formerly SST) April 2009 - April 2010
SEI May 2007 - April 2009
Skills
Access Control, Biometrics, CCTV, Alarm Systems, Account Management, Surveillance, Physical Security, Customer Service, Microsoft Excel, Security, IP Cameras, Intrusion Detection, Video over IP
Education
Shippensburg University of Pennsylvania 2003 — 2007
Bachelors, Business, Finance
Kratos Public Safety & Security Solutions, Inc. December 2012 - Present
Tyco Integrated Security August 2012 - December 2012
ADT Advanced Integration April 2010 - August 2012
ADT Advanced Integration (Formerly SST) April 2009 - April 2010
SEI May 2007 - April 2009
Skills
Access Control, Biometrics, CCTV, Alarm Systems, Account Management, Surveillance, Physical Security, Customer Service, Microsoft Excel, Security, IP Cameras, Intrusion Detection, Video over IP
Education
Shippensburg University of Pennsylvania 2003 — 2007
Bachelors, Business, Finance
Brian Graefe's SEI Experience 2014 - Present
Job .
Industry Accounting
Experience
SEI 2014 - Present
Pulte Mortgage February 2013 - July 2013
National Penn Bank 2009 - 2013
Haney Associates, Inc. June 2008 - August 2008
Skills
PowerPoint, Microsoft Office, Social Media, Facebook, Microsoft Word, Research, Microsoft Excel, Public Speaking, Social Networking, Data Analysis, Teamwork, SAP
Education
Saint Joseph's University 2008 — 2012
Bachelor's degree, Accounting
SEI 2014 - Present
Pulte Mortgage February 2013 - July 2013
National Penn Bank 2009 - 2013
Haney Associates, Inc. June 2008 - August 2008
Skills
PowerPoint, Microsoft Office, Social Media, Facebook, Microsoft Word, Research, Microsoft Excel, Public Speaking, Social Networking, Data Analysis, Teamwork, SAP
Education
Saint Joseph's University 2008 — 2012
Bachelor's degree, Accounting
Dan Garton's SEI Experience May 2014 - Present
Job Fund Accounting Manager at SEI
Industry Financial Services
Experience
SEI May 2014 - Present
SEI January 2012 - May 2014
SEI September 2010 - January 2012
Skills
Mutual Funds, Accounting, Microsoft Excel, Fixed Income, Finance, Securities, Financial Analysis, Investments, Derivatives, Futures, Bloomberg, Swaps, Financial Audits, Equities, InvestOne, Exchange Traded..., Collective Investment..., Asset Management, Account Reconciliation, Board Material..., Employee Training, Bonds, ETFs
Education
Saint Joseph's University 2013 — 2016
Master of Business Administration (MBA), Finance, General
Millersville University of Pennsylvania 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
SEI May 2014 - Present
SEI January 2012 - May 2014
SEI September 2010 - January 2012
Skills
Mutual Funds, Accounting, Microsoft Excel, Fixed Income, Finance, Securities, Financial Analysis, Investments, Derivatives, Futures, Bloomberg, Swaps, Financial Audits, Equities, InvestOne, Exchange Traded..., Collective Investment..., Asset Management, Account Reconciliation, Board Material..., Employee Training, Bonds, ETFs
Education
Saint Joseph's University 2013 — 2016
Master of Business Administration (MBA), Finance, General
Millersville University of Pennsylvania 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Sean Spellman's SEI Experience June 2014 - Present
Job
Industry Financial Services
Experience
SEI June 2014 - Present
MetLife Securities May 2007 - June 2014
PNC Investments November 2005 - May 2007
Hudson Trader Investment September 2002 - November 2004
Wachovia Bank June 2000 - September 2002
Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Securities, Series 65, Variable Annuities, Product Management, Third Party Advisory..., Relationship Management, Asset Allocation, Certified Fund..., Dynamic Asset Allocation, Global Asset Management, Tactical Asset..., Financial Advisory, Asset Management, Insurance, Wealth Management, Finance, Retirement Planning, Series 6, Strategic Financial..., Financial Services, Investments, Investment Management, Investment Advisory
Education
Rutgers University 1997 — 2000
Bachelor's degree
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
Bachelors, Sociology
Washington township
Washington township
SEI June 2014 - Present
MetLife Securities May 2007 - June 2014
PNC Investments November 2005 - May 2007
Hudson Trader Investment September 2002 - November 2004
Wachovia Bank June 2000 - September 2002
Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Securities, Series 65, Variable Annuities, Product Management, Third Party Advisory..., Relationship Management, Asset Allocation, Certified Fund..., Dynamic Asset Allocation, Global Asset Management, Tactical Asset..., Financial Advisory, Asset Management, Insurance, Wealth Management, Finance, Retirement Planning, Series 6, Strategic Financial..., Financial Services, Investments, Investment Management, Investment Advisory
Education
Rutgers University 1997 — 2000
Bachelor's degree
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
Bachelors, Sociology
Washington township
Washington township
Michael Prohammer's SEI Experience June 2012 - Present
Job Accounting Manager at SEI
Industry Accounting
Experience
SEI June 2012 - Present
State Street June 2009 - September 2011
State Street May 2002 - May 2009
State Street January 2001 - May 2002
Merrill Lynch April 1999 - December 2000
Merrill Lynch July 1998 - March 1999
Merrill Lynch May 1995 - July 1998
Skills
Mutual Funds, Accounting, Problem Solving, Time Management, Troubleshooting, Attention To Detail, Client Relationship..., Expense Budgeting, Team Leadership, Financial Analysis, Vendor Relations, Estimating, Procedure Creation, Internal Controls, Process Control, SAS 70, Procedure Implementation, Performance Management, Conducting Interviews, Deadline Oriented, Teamwork, Corporate Actions, Derivatives, Team Motivator, Investment Products, Fund Administration, Controls, Accounting Procedures, Financial Accounting, Fund Accounting, Client Service, Priority Setting, Reliability, Productivity Improvement, Integrity, Equities, Fixed Income, FX, Money Market, Bonds, Futures, Mortgage Backed..., Options, Swaps
Education
Saint Peter's University 1986 — 1991
BS, Accounting
SEI June 2012 - Present
State Street June 2009 - September 2011
State Street May 2002 - May 2009
State Street January 2001 - May 2002
Merrill Lynch April 1999 - December 2000
Merrill Lynch July 1998 - March 1999
Merrill Lynch May 1995 - July 1998
Skills
Mutual Funds, Accounting, Problem Solving, Time Management, Troubleshooting, Attention To Detail, Client Relationship..., Expense Budgeting, Team Leadership, Financial Analysis, Vendor Relations, Estimating, Procedure Creation, Internal Controls, Process Control, SAS 70, Procedure Implementation, Performance Management, Conducting Interviews, Deadline Oriented, Teamwork, Corporate Actions, Derivatives, Team Motivator, Investment Products, Fund Administration, Controls, Accounting Procedures, Financial Accounting, Fund Accounting, Client Service, Priority Setting, Reliability, Productivity Improvement, Integrity, Equities, Fixed Income, FX, Money Market, Bonds, Futures, Mortgage Backed..., Options, Swaps
Education
Saint Peter's University 1986 — 1991
BS, Accounting
Alison Minkon's SEI Experience May 2000 - Present
Job Business Manager at SEI
Industry Financial Services
Experience
SEI May 2000 - Present
SEI May 1999 - May 2000
SEI May 1997 - May 1999
Education
Saint Joseph's University 2001 — 2003
Master of Business Administration (M.B.A.), International Business
West Chester University of Pennsylvania 1993 — 1997
Bachelor’s Degree, Accounting and Finance
SEI May 2000 - Present
SEI May 1999 - May 2000
SEI May 1997 - May 1999
Education
Saint Joseph's University 2001 — 2003
Master of Business Administration (M.B.A.), International Business
West Chester University of Pennsylvania 1993 — 1997
Bachelor’s Degree, Accounting and Finance
Kari Barrett's SEI Experience April 2012 - Present
Job Account Analyst Supervisor Investment Manager Services at SEI
Industry
Experience
SEI April 2012 - Present
Matrix Funds June 2010 - April 2012
Skills
Fund Accounting, Financial Analysis, Account Reconciliation, Financial Services, Financial Statements, Financial Reporting, Accounting, Mutual Funds, Analysis, Investments, Cash Management, Finance
Education
Shippensburg University of Pennsylvania 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
SEI April 2012 - Present
Matrix Funds June 2010 - April 2012
Skills
Fund Accounting, Financial Analysis, Account Reconciliation, Financial Services, Financial Statements, Financial Reporting, Accounting, Mutual Funds, Analysis, Investments, Cash Management, Finance
Education
Shippensburg University of Pennsylvania 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Alfred Volpe's SEI Experience September 2013 - Present
Job Accounting Analyst at SEI
Industry Accounting
Experience
SEI September 2013 - Present
JPMorgan Chase November 2012 - September 2013
Sandler Capital Management May 2012 - August 2012
Town Sports International June 2012 - June 2012
Saint Joseph's University November 2010 - January 2012
Skills
Proficiency in SAP, Advanced Microsoft Word..., Proficiency in Windows..., Proficiency in Windows 7, Proficiency in Windows..., Proficiency in Excel, Account Reconciliation, Accounting, Accounts Receivable, Invoicing, Marketing, Microsoft Excel, Research
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science in Business Administration, Accounting, 2.97
SEI September 2013 - Present
JPMorgan Chase November 2012 - September 2013
Sandler Capital Management May 2012 - August 2012
Town Sports International June 2012 - June 2012
Saint Joseph's University November 2010 - January 2012
Skills
Proficiency in SAP, Advanced Microsoft Word..., Proficiency in Windows..., Proficiency in Windows 7, Proficiency in Windows..., Proficiency in Excel, Account Reconciliation, Accounting, Accounts Receivable, Invoicing, Marketing, Microsoft Excel, Research
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science in Business Administration, Accounting, 2.97
Michael DiSanto's SEI Experience May 2007 - August 2011
Job Field Examiner at PNC Business Credit
Industry Financial Services
Experience
JDS Construction, Inc. August 2011 - June 2014
SEI May 2007 - August 2011
Skills
Asset Based Lending, Financial Audits, Investments, Analysis, Trading, Loans
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2012
Master of Business Administration, Finance
Saint Joseph's University 2003 — 2007
Bachelor of Science, Finance
JDS Construction, Inc. August 2011 - June 2014
SEI May 2007 - August 2011
Skills
Asset Based Lending, Financial Audits, Investments, Analysis, Trading, Loans
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2012
Master of Business Administration, Finance
Saint Joseph's University 2003 — 2007
Bachelor of Science, Finance
Kenneth Toth's SEI Experience May 2013 - August 2014
Job Associate II at State Street
Industry Investment Management
Experience
State Street August 2014 - Present
SEI May 2013 - August 2014
Education
Shippensburg University of Pennsylvania 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.851
State Street August 2014 - Present
SEI May 2013 - August 2014
Education
Shippensburg University of Pennsylvania 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.851
Joe Paczesniak's SEI Experience August 2014 - Present
Job Income Analyst at SEI
Industry
Experience
SEI August 2014 - Present
Little League Baseball June 2007 - Present
Triple Crown Academy July 2011 - August 2014
ReminderMedia May 2013 - August 2013
Saint Joseph's University August 2011 - May 2012
Skills
Statistics
Education
Saint Joseph's University 2010 — 2014
Bachelor's Degree, Mathematics, 3.37
SEI August 2014 - Present
Little League Baseball June 2007 - Present
Triple Crown Academy July 2011 - August 2014
ReminderMedia May 2013 - August 2013
Saint Joseph's University August 2011 - May 2012
Skills
Statistics
Education
Saint Joseph's University 2010 — 2014
Bachelor's Degree, Mathematics, 3.37
Joel Choe's SEI Experience November 2013 - Present
Job Revenue Analyst at SEI
Industry Financial Services
Experience
SEI November 2013 - Present
The William C. Dunkelberg Owl Fund January 2012 - May 2013
New York Life Insurance Company May 2012 - August 2012
CVS Caremark Corporation March 2011 - May 2012
Rutgers University - Susan L. Cullman Laboratory for Cancer Research September 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Troubleshooting, Market Research, Data Entry, Critical Thinking, Spreadsheets, Statistics, Account Reconciliation
Education
Temple University - Fox School of Business and Management 2011 — 2013
Bachelor of Business Administration (BBA), Finance
Rutgers, The State University of New Jersey-New Brunswick
SEI November 2013 - Present
The William C. Dunkelberg Owl Fund January 2012 - May 2013
New York Life Insurance Company May 2012 - August 2012
CVS Caremark Corporation March 2011 - May 2012
Rutgers University - Susan L. Cullman Laboratory for Cancer Research September 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Troubleshooting, Market Research, Data Entry, Critical Thinking, Spreadsheets, Statistics, Account Reconciliation
Education
Temple University - Fox School of Business and Management 2011 — 2013
Bachelor of Business Administration (BBA), Finance
Rutgers, The State University of New Jersey-New Brunswick
Marlene Gryszka's SEI Experience 2002 - 2003
Job at
Industry Financial Services
Experience
Citco Fund Services June 2006 - Present
SS&C Technologies 2005 - 2006
Sungard 2003 - 2005
SEI 2002 - 2003
OMR Systems May 1987 - May 2002
Skills
Equities, Asset Management, Derivatives, Fund Accounting, Fixed Income, Alternative Investments, Hedge Funds, Bloomberg, Fund Of Funds, Fund Administration, Private Equity, Mergers & Acquisitions, Investor Relations, Interest Rate..., Capital Markets, Equity Trading, CDS, Swaps, Portfolio Management, Back Office, Leadership, Mutual Funds, Trading Systems, Investment Management, Structured Finance, Bonds, Securities, Asset Allocation, Business Valuation, Structured Products, Credit Derivatives, Valuation, Trading, Investments, AML, Financial Services, Accounting, Financial Reporting, Options, Financial Modeling, Investment Banking, Emerging Markets, Middle Office, Financial Analysis, Financial Markets, FX Options, Prime Brokerage, Financial Structuring, Funding, Equity Derivatives
Education
Rutgers University
Bachelor of Science (B.S.), Economic & Accounting
Citco Fund Services June 2006 - Present
SS&C Technologies 2005 - 2006
Sungard 2003 - 2005
SEI 2002 - 2003
OMR Systems May 1987 - May 2002
Skills
Equities, Asset Management, Derivatives, Fund Accounting, Fixed Income, Alternative Investments, Hedge Funds, Bloomberg, Fund Of Funds, Fund Administration, Private Equity, Mergers & Acquisitions, Investor Relations, Interest Rate..., Capital Markets, Equity Trading, CDS, Swaps, Portfolio Management, Back Office, Leadership, Mutual Funds, Trading Systems, Investment Management, Structured Finance, Bonds, Securities, Asset Allocation, Business Valuation, Structured Products, Credit Derivatives, Valuation, Trading, Investments, AML, Financial Services, Accounting, Financial Reporting, Options, Financial Modeling, Investment Banking, Emerging Markets, Middle Office, Financial Analysis, Financial Markets, FX Options, Prime Brokerage, Financial Structuring, Funding, Equity Derivatives
Education
Rutgers University
Bachelor of Science (B.S.), Economic & Accounting
Andrew Caprio's SEI Experience October 1995 - Present
Job Brokerage Services at SEI
Industry Financial Services
Experience
SEI October 1995 - Present
SEI 1995 - 2013
SEI 1996 - 1998
Education
Shippensburg University of Pennsylvania
Bachelor of Science (BS), Finance
SEI October 1995 - Present
SEI 1995 - 2013
SEI 1996 - 1998
Education
Shippensburg University of Pennsylvania
Bachelor of Science (BS), Finance
Jeff Barbone's SEI Experience November 2014 - Present
Job Implementations Services/QA/New Client OnBoarding at SEI
Industry Financial Services
Experience
SEI November 2014 - Present
SEI Investments May 2013 - November 2014
SEI Information May 2012 - May 2013
SEI Investments August 2010 - May 2012
Skills
Account Management, Business Intelligence, Business Analysis, Process Improvement, Project Management, New Business Development, Requirements Analysis, Customer Service, Team Leadership, Integration, Leadership, Microsoft Office, Financial Services
Education
Shippensburg University of Pennsylvania 2006 — 2010
Bachelor of Science (BS), Finance, General
SEI November 2014 - Present
SEI Investments May 2013 - November 2014
SEI Information May 2012 - May 2013
SEI Investments August 2010 - May 2012
Skills
Account Management, Business Intelligence, Business Analysis, Process Improvement, Project Management, New Business Development, Requirements Analysis, Customer Service, Team Leadership, Integration, Leadership, Microsoft Office, Financial Services
Education
Shippensburg University of Pennsylvania 2006 — 2010
Bachelor of Science (BS), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.