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
Colleen Coulter Colleen Coulter's SEI Experience May 2006 - August 2006
Job Business Lead, Global Marketing Solutions at Facebook
Industry Marketing and Advertising
Experience
Facebook August 2013 - August 2014
Facebook June 2012 - September 2012
The Boston Consulting Group 2008 - July 2011
The Idea Village July 2008 - August 2008
Citi June 2007 - August 2007
SEI May 2006 - August 2006
Education
Stanford Graduate School of Business 2011 — 2013
MBA
University of Pennsylvania
BA, Philosophy, Politics, and Eonomics (PPE) and Hispanic Studies
Facebook August 2013 - August 2014
Facebook June 2012 - September 2012
The Boston Consulting Group 2008 - July 2011
The Idea Village July 2008 - August 2008
Citi June 2007 - August 2007
SEI May 2006 - August 2006
Education
Stanford Graduate School of Business 2011 — 2013
MBA
University of Pennsylvania
BA, Philosophy, Politics, and Eonomics (PPE) and Hispanic Studies
Diana (Kalin) Becerra Diana (Kalin) Becerra's SEI Experience September 2012 - October 2013
Job Trust & Investment Systems Operations | Process Improvement | Office Management
Industry Financial Services
Experience
SEI September 2012 - October 2013
Chevy Chase Trust Company August 1999 - June 2012
M&T Bank 1995 - 1999
Bank of America (formerly NationsBank, formerly MNC Financial, formerly Security Trust Company) June 1980 - March 1995
Skills
Project Management, Trust Operations..., Budgeting & Forecasting, Profitability..., Investments, Strategic Financial..., Financial Analysis, Process Improvement, Technical Training, Financial Operations, Securities Processing, Accounting
Education
The George Washington University - School of Business 1981 — 1983
MBA, Finance, Cum Laude
State University of New York College at Oswego 1974 — 1978
Bachelor of Science (B.S.), Business Administration and Economics, Magna Cum Laude
SEI September 2012 - October 2013
Chevy Chase Trust Company August 1999 - June 2012
M&T Bank 1995 - 1999
Bank of America (formerly NationsBank, formerly MNC Financial, formerly Security Trust Company) June 1980 - March 1995
Skills
Project Management, Trust Operations..., Budgeting & Forecasting, Profitability..., Investments, Strategic Financial..., Financial Analysis, Process Improvement, Technical Training, Financial Operations, Securities Processing, Accounting
Education
The George Washington University - School of Business 1981 — 1983
MBA, Finance, Cum Laude
State University of New York College at Oswego 1974 — 1978
Bachelor of Science (B.S.), Business Administration and Economics, Magna Cum Laude
Jake Bricker Jake Bricker's SEI Experience June 2014 - Present
Job Lab Management & Helper at Temple University
Industry Information Technology and Services
Experience
SEI June 2014 - Present
Temple University February 2011 - December 2014
Ugotmunchies LLC March 2012 - July 2013
Skills
Java, HTML, C++, C, SQL, Microsoft Excel, Windows, PowerPoint, Microsoft Word, Customer Service, Linux, Photoshop, PHP, Teamwork, CSS, Visual C#, Software Quality..., Object Oriented Software, Security, Microsoft SQL Server, Access, Software Development, XML, Microsoft Office, ASP.NET, MySQL, C#, JavaScript, Public Speaking, .NET, Databases, Management, Leadership, Programming
Education
Temple University 2009 — 2014
Bachelor of Science (B.S.), Information Science & Technology
SEI June 2014 - Present
Temple University February 2011 - December 2014
Ugotmunchies LLC March 2012 - July 2013
Skills
Java, HTML, C++, C, SQL, Microsoft Excel, Windows, PowerPoint, Microsoft Word, Customer Service, Linux, Photoshop, PHP, Teamwork, CSS, Visual C#, Software Quality..., Object Oriented Software, Security, Microsoft SQL Server, Access, Software Development, XML, Microsoft Office, ASP.NET, MySQL, C#, JavaScript, Public Speaking, .NET, Databases, Management, Leadership, Programming
Education
Temple University 2009 — 2014
Bachelor of Science (B.S.), Information Science & Technology
Salvatore Valenti Salvatore Valenti's SEI Experience September 2015 - Present
Job Financial Analyst at SEI
Industry Financial Services
Experience
SEI September 2015 - Present
Market Resource Partners June 2015 - September 2015
New York Life Insurance Company October 2014 - May 2015
International Alliance Associates Limited December 2014 - March 2015
Scranton School District May 2012 - September 2012
Skills
Economic Research, Time Management, Leadership, Social Networking, Investran, Sungard Investier, Advent Geneva, People Skills, Investments, Great Personality, Desired, Goal Oriented, Team Leadership, Team Player, Highly Motivated, Entrepreneurship, Microsoft Office, Microsoft Word, Marketing, Facebook
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2015
Bachelor of Arts (B.A.), Economics (Concentration in Finance); Minor: Business Administration
Scranton High School 2006 — 2010
High School
SEI September 2015 - Present
Market Resource Partners June 2015 - September 2015
New York Life Insurance Company October 2014 - May 2015
International Alliance Associates Limited December 2014 - March 2015
Scranton School District May 2012 - September 2012
Skills
Economic Research, Time Management, Leadership, Social Networking, Investran, Sungard Investier, Advent Geneva, People Skills, Investments, Great Personality, Desired, Goal Oriented, Team Leadership, Team Player, Highly Motivated, Entrepreneurship, Microsoft Office, Microsoft Word, Marketing, Facebook
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2015
Bachelor of Arts (B.A.), Economics (Concentration in Finance); Minor: Business Administration
Scranton High School 2006 — 2010
High School
Marta Didura Marta Didura's SEI Experience June 2014 - Present
Job Investment Solutions Associate at SEI
Industry Financial Services
Experience
SEI June 2014 - Present
Financial Integrity Resources Management, LLC January 2013 - April 2014
Poppert & Company, LLC CPA January 2012 - December 2012
Sunoco Logistics May 2012 - August 2012
Skills
Leadership, Financial Analysis, Mutual Funds, PowerPoint, Sales, Access, Portfolio Management, Variance Analysis, Microsoft Excel, Cash Flow, Hyperion Enterprise, Strategic Financial..., Marketing, Financial Reporting, Microsoft Word, Public Speaking, Microsoft Office, Accounting, Management, Bloomberg Terminal, Finance, Insurance, Financial Modeling, SQL, Research, Risk Management, Investments, Data Analysis, Analysis, Teamwork
Education
TEMPLE UNIVERSITY, Fox School of Business 2010 — 2014
Bachelor; Business, Finance, General
Temple University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
SEI June 2014 - Present
Financial Integrity Resources Management, LLC January 2013 - April 2014
Poppert & Company, LLC CPA January 2012 - December 2012
Sunoco Logistics May 2012 - August 2012
Skills
Leadership, Financial Analysis, Mutual Funds, PowerPoint, Sales, Access, Portfolio Management, Variance Analysis, Microsoft Excel, Cash Flow, Hyperion Enterprise, Strategic Financial..., Marketing, Financial Reporting, Microsoft Word, Public Speaking, Microsoft Office, Accounting, Management, Bloomberg Terminal, Finance, Insurance, Financial Modeling, SQL, Research, Risk Management, Investments, Data Analysis, Analysis, Teamwork
Education
TEMPLE UNIVERSITY, Fox School of Business 2010 — 2014
Bachelor; Business, Finance, General
Temple University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Bilyana Panayotova Bilyana Panayotova's SEI Experience January 2015 - Present
Job Operations Analyst at SEI
Industry Marketing and Advertising
Experience
SEI January 2015 - Present
Susquehanna University March 2011 - May 2014
Hotel Moderno June 2013 - August 2013
St. Albans Swim and Tennis Club May 2007 - August 2012
St. Albans Swim and Tennis Club May 2007 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Facebook, Microsoft Word, Social Media, Research, Time Management, Teamwork, Customer Service, Fundraising, Public Relations
Education
Susquehanna University 2010 — 2014
Bachelor of Science (BS), Business Administration: Marketing Emphasis, Spanish minor
SEI January 2015 - Present
Susquehanna University March 2011 - May 2014
Hotel Moderno June 2013 - August 2013
St. Albans Swim and Tennis Club May 2007 - August 2012
St. Albans Swim and Tennis Club May 2007 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Facebook, Microsoft Word, Social Media, Research, Time Management, Teamwork, Customer Service, Fundraising, Public Relations
Education
Susquehanna University 2010 — 2014
Bachelor of Science (BS), Business Administration: Marketing Emphasis, Spanish minor
Chris J Smith Chris J Smith's SEI Experience October 2013 - February 2014
Job Supplier Enablement Consultant at ESM Solutions
Industry Financial Services
Experience
ESM Solutions July 2015 - Present
ESM Solutions August 2014 - June 2015
KavoKerrGroup February 2014 - July 2014
SEI October 2013 - February 2014
Lilly Pulitzer March 2011 - October 2013
Advance Healthcare Shop July 2008 - August 2010
Gloria Jeans Coffees January 2006 - May 2008
DIXIE HOME CRAFTERS December 2004 - August 2005
Skills
Microsoft Word, Excel,..., Basic knowledge of PHP,..., Hands-on experience..., Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Facebook, Leadership, Project Management, Process Scheduler, E-commerce, Troubleshooting, Social Networking, Team Leadership, Software Documentation, Sales, Purchasing
Education
Temple University 2011 — 2013
Bachelor of Business Administration, Management Information Systems
Temple University 2010 — 2013
Management Information Systems, Information Technology, 2.86
ESM Solutions July 2015 - Present
ESM Solutions August 2014 - June 2015
KavoKerrGroup February 2014 - July 2014
SEI October 2013 - February 2014
Lilly Pulitzer March 2011 - October 2013
Advance Healthcare Shop July 2008 - August 2010
Gloria Jeans Coffees January 2006 - May 2008
DIXIE HOME CRAFTERS December 2004 - August 2005
Skills
Microsoft Word, Excel,..., Basic knowledge of PHP,..., Hands-on experience..., Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Facebook, Leadership, Project Management, Process Scheduler, E-commerce, Troubleshooting, Social Networking, Team Leadership, Software Documentation, Sales, Purchasing
Education
Temple University 2011 — 2013
Bachelor of Business Administration, Management Information Systems
Temple University 2010 — 2013
Management Information Systems, Information Technology, 2.86
Alexander Will Alexander Will's SEI Experience November 2013 - Present
Job Financial Services Instructional Designer, MBA Finance
Industry Financial Services
Experience
SEI November 2013 - Present
Property Management October 2007 - Present
The Children's Hospital of Philadelphia May 2013 - September 2013
Drexel University's LeBow College of Business August 2012 - September 2013
Francis Cauffman August 2008 - May 2011
Jacobs/Wyper Achitects January 2006 - August 2008
Skills
Submittals, Design Research, Comprehensive Planning, Architecture, Group Work, Financial Accounting, Strategic Business, Financial Mgmt, Economic Impact, Bond Pricing, Bond Funds, Marketing Research, Marketing, Technology Management, Statistical Software, Statistical Concepts, Leadership Management, International Business, Client Presentation, Presentations, Presentation Material, Microsoft Excel, Minitab, Graphic Design, PowerPoint, Linear Regression, Regression Analysis, Survey Research, Networking, Corporate Social..., Teamwork, Business Analysis, Risk Management, Operations Management, Management Accounting, Business Strategy, Balanced Scorecard, Corporate Law, Business Intelligence, Management, Project Management, Consulting, Business Analytics, Analysis
Education
Drexel University LeBow School of Business—finance concentration 2012 — 2013
Master of Business Administration (MBA), Financial Analysis, GPA 3.8
Temple University 2001 — 2006
Bachelor of Architecture (B.Arch.), Architecture, Cum Laude
SEI November 2013 - Present
Property Management October 2007 - Present
The Children's Hospital of Philadelphia May 2013 - September 2013
Drexel University's LeBow College of Business August 2012 - September 2013
Francis Cauffman August 2008 - May 2011
Jacobs/Wyper Achitects January 2006 - August 2008
Skills
Submittals, Design Research, Comprehensive Planning, Architecture, Group Work, Financial Accounting, Strategic Business, Financial Mgmt, Economic Impact, Bond Pricing, Bond Funds, Marketing Research, Marketing, Technology Management, Statistical Software, Statistical Concepts, Leadership Management, International Business, Client Presentation, Presentations, Presentation Material, Microsoft Excel, Minitab, Graphic Design, PowerPoint, Linear Regression, Regression Analysis, Survey Research, Networking, Corporate Social..., Teamwork, Business Analysis, Risk Management, Operations Management, Management Accounting, Business Strategy, Balanced Scorecard, Corporate Law, Business Intelligence, Management, Project Management, Consulting, Business Analytics, Analysis
Education
Drexel University LeBow School of Business—finance concentration 2012 — 2013
Master of Business Administration (MBA), Financial Analysis, GPA 3.8
Temple University 2001 — 2006
Bachelor of Architecture (B.Arch.), Architecture, Cum Laude
Jonathan Stauffer Jonathan Stauffer's SEI Experience October 2014 - Present
Job Operations Analyst at SEI
Industry Financial Services
Experience
SEI October 2014 - Present
The Wild Rover Tavern April 2012 - September 2014
New York Life Insurance Company June 2013 - September 2013
Skills
Leadership, Microsoft Excel, Sales, Team Leadership, Team Building, Microsoft Word, Recruiting, Microsoft Office, Social Media, Sports, Customer Service, Financial Analysis, Management, Training, Financial Services, Insurance, Time Management
Education
Suffolk University 2010 — 2014
Business Administration and Management, General
SEI October 2014 - Present
The Wild Rover Tavern April 2012 - September 2014
New York Life Insurance Company June 2013 - September 2013
Skills
Leadership, Microsoft Excel, Sales, Team Leadership, Team Building, Microsoft Word, Recruiting, Microsoft Office, Social Media, Sports, Customer Service, Financial Analysis, Management, Training, Financial Services, Insurance, Time Management
Education
Suffolk University 2010 — 2014
Business Administration and Management, General
Owusuah Weah Owusuah Weah's SEI Experience February 2014 - Present
Job Accounting Analyst at SEI
Industry International Affairs
Experience
SEI February 2014 - Present
Bank of America September 2012 - January 2014
Bank of America April 2012 - September 2012
Coldwell Banker Preferred ( January 2011 - April 2011
Elite Marketing Solutions September 2010 - December 2010
Skills
Microsoft Suites, Spanish, Access, Outlook, PowerPoint, Microsoft Excel, Analysis, Microsoft Word, Social Networking, Finance, Microsoft Office, Sales, Social Media, Public Speaking, Customer Service
Education
Temple University 2007 — 2011
Bachelor of Business Administration (BBA), International Business/Legal Studies
SEI February 2014 - Present
Bank of America September 2012 - January 2014
Bank of America April 2012 - September 2012
Coldwell Banker Preferred ( January 2011 - April 2011
Elite Marketing Solutions September 2010 - December 2010
Skills
Microsoft Suites, Spanish, Access, Outlook, PowerPoint, Microsoft Excel, Analysis, Microsoft Word, Social Networking, Finance, Microsoft Office, Sales, Social Media, Public Speaking, Customer Service
Education
Temple University 2007 — 2011
Bachelor of Business Administration (BBA), International Business/Legal Studies
Rushir Patel Rushir Patel's SEI Experience April 2012 - Present
Job Manager at SEI
Industry Financial Services
Experience
SEI April 2012 - Present
SEI September 2008 - April 2012
State Street April 2008 - September 2008
State Street June 2006 - April 2008
Skills
Financial Analysis, Microsoft Excel, Financial Services, Microsoft Office, Business Analysis, Data Analysis, PowerPoint, Customer Service, Analysis, Strategic Planning, Microsoft Word, Project Management
Education
Shippensburg University of Pennsylvania 2002 — 2006
Finance
SEI April 2012 - Present
SEI September 2008 - April 2012
State Street April 2008 - September 2008
State Street June 2006 - April 2008
Skills
Financial Analysis, Microsoft Excel, Financial Services, Microsoft Office, Business Analysis, Data Analysis, PowerPoint, Customer Service, Analysis, Strategic Planning, Microsoft Word, Project Management
Education
Shippensburg University of Pennsylvania 2002 — 2006
Finance
Colleen Walther Colleen Walther's SEI Experience 2004 - 2007
Job Director, Business Development at Axis Promotions
Industry
Experience
Axis Promotions 2013 - Present
NBCUniversal, Inc. 2011 - 2012
Comcast Networks 2007 - 2011
SEI 2004 - 2007
Skills
Event Planning, New Business Development, Skilled Negotiator, Business Requirements, Contract Management, Key Account Management, Budget Management, World Class Client..., Strategic Promotions, Brand Development, Talent Relations, Sales & Marketing..., Building Strong..., Product Management, Tradeshows, Proposal Writing, Business Relationship..., Vendor Relationship..., Cross-functional Team..., Training & Development
Education
Syracuse University - Martin J. Whitman School of Management
Dual B.S., Entrepreneurship & Emerging Enterprises; Marketing Management
Axis Promotions 2013 - Present
NBCUniversal, Inc. 2011 - 2012
Comcast Networks 2007 - 2011
SEI 2004 - 2007
Skills
Event Planning, New Business Development, Skilled Negotiator, Business Requirements, Contract Management, Key Account Management, Budget Management, World Class Client..., Strategic Promotions, Brand Development, Talent Relations, Sales & Marketing..., Building Strong..., Product Management, Tradeshows, Proposal Writing, Business Relationship..., Vendor Relationship..., Cross-functional Team..., Training & Development
Education
Syracuse University - Martin J. Whitman School of Management
Dual B.S., Entrepreneurship & Emerging Enterprises; Marketing Management
Gregory McQuiston Gregory McQuiston's SEI Experience October 2014 - Present
Job Liquidity Specialist at SEI
Industry Banking
Experience
SEI October 2014 - Present
Deborah McQuiston CPA July 2010 - October 2014
TD November 2011 - September 2014
US Navy August 2005 - June 2010
CHARLES COLE CATERING NMTCC September 2001 - July 2005
Gino's Restraunt January 2002 - 2005
Skills
Leadership, Teamwork, Strategic Planning, Budgets, Team Building, Time Management, Data Entry, Customer Service, Human Resources, Payroll, Microsoft Word, Sales
Education
Temple University
Bachelor of Business Administration
NAS Pensacola Aviation Weapons School
American Culinary Federation, St. Augustine FL
Secondary Culinary Graduate Degree, Culinary Arts and Related Services
SEI October 2014 - Present
Deborah McQuiston CPA July 2010 - October 2014
TD November 2011 - September 2014
US Navy August 2005 - June 2010
CHARLES COLE CATERING NMTCC September 2001 - July 2005
Gino's Restraunt January 2002 - 2005
Skills
Leadership, Teamwork, Strategic Planning, Budgets, Team Building, Time Management, Data Entry, Customer Service, Human Resources, Payroll, Microsoft Word, Sales
Education
Temple University
Bachelor of Business Administration
NAS Pensacola Aviation Weapons School
American Culinary Federation, St. Augustine FL
Secondary Culinary Graduate Degree, Culinary Arts and Related Services
Czarina Agravante's SEI Experience November 2014 - Present
Job Technology Solutions | Business Analyst | User Experience & Interface Design
Industry Information Technology and Services
Experience
LiquidHub November 2014 - Present
SEI November 2014 - Present
Longview Solutions June 2013 - November 2014
Temple University September 2012 - June 2013
Enterprise Management Consulting June 2012 - June 2013
Temple Law August 2009 - September 2012
Jcrew October 2010 - April 2012
Aptuit June 2010 - September 2010
Hollister Co. November 2007 - May 2009
Skills
WordPress, Social Media, Microsoft Office, Social Media Marketing, Microsoft Excel, Web Development, PowerPoint, Access, HTML, Data Analysis, Social Networking, Microsoft Word, Databases, PHP, Outlook, Adobe Creative Suite, Customer Service, Teamwork, Team Leadership, Time Management, JavaScript, Business Analysis, Public Speaking, Dreamweaver, CSS, SQL, SAP, OS X, Marketing, MySQL, Strategic Planning, Non-profits, Project Management, Information Technology, Strategy
Education
Temple University 2008 — 2013
BBA, Management Information System
LiquidHub November 2014 - Present
SEI November 2014 - Present
Longview Solutions June 2013 - November 2014
Temple University September 2012 - June 2013
Enterprise Management Consulting June 2012 - June 2013
Temple Law August 2009 - September 2012
Jcrew October 2010 - April 2012
Aptuit June 2010 - September 2010
Hollister Co. November 2007 - May 2009
Skills
WordPress, Social Media, Microsoft Office, Social Media Marketing, Microsoft Excel, Web Development, PowerPoint, Access, HTML, Data Analysis, Social Networking, Microsoft Word, Databases, PHP, Outlook, Adobe Creative Suite, Customer Service, Teamwork, Team Leadership, Time Management, JavaScript, Business Analysis, Public Speaking, Dreamweaver, CSS, SQL, SAP, OS X, Marketing, MySQL, Strategic Planning, Non-profits, Project Management, Information Technology, Strategy
Education
Temple University 2008 — 2013
BBA, Management Information System
Arjun Thorat Arjun Thorat's SEI Experience March 2013 - Present
Job Tech Lead Java/J2EE
Industry Computer Software
Experience
SEI March 2013 - Present
Nielsen September 2012 - March 2013
IBM July 2009 - September 2012
Synechron August 2008 - July 2009
Symphony Teleca June 2007 - August 2008
Manas Solutions Pvt. Ltd. July 2006 - June 2007
Skills
Java, J2EE Application..., Servlets, JSP, JMS, JUnit, EJB, SOA, JDBC, Tomcat, Resin, Apache, Weblogic, JBoss Application Server, JavaScript, AJAX, jQuery, jQuery UI, HTML, Web Services, Struts, GWT, JSF, MVC Architecture, MyEclipse, Oracle 9i, MySQL, XML, BM MQ Series, JavaMail, Swing, Ant, EXT-JS
Education
Shivaji University 2002 — 2005
Master of Computer Applications (MCA), Computer Science, A
SEI March 2013 - Present
Nielsen September 2012 - March 2013
IBM July 2009 - September 2012
Synechron August 2008 - July 2009
Symphony Teleca June 2007 - August 2008
Manas Solutions Pvt. Ltd. July 2006 - June 2007
Skills
Java, J2EE Application..., Servlets, JSP, JMS, JUnit, EJB, SOA, JDBC, Tomcat, Resin, Apache, Weblogic, JBoss Application Server, JavaScript, AJAX, jQuery, jQuery UI, HTML, Web Services, Struts, GWT, JSF, MVC Architecture, MyEclipse, Oracle 9i, MySQL, XML, BM MQ Series, JavaMail, Swing, Ant, EXT-JS
Education
Shivaji University 2002 — 2005
Master of Computer Applications (MCA), Computer Science, A
Andrew Sundell Andrew Sundell's SEI Experience October 2014 - Present
Job Supervisor Alternative Investments Fund Accounting at SEI
Industry Financial Services
Experience
SEI October 2014 - Present
SEI May 2014 - October 2014
SEI September 2012 - April 2014
Execupharm August 2011 - September 2012
Tri-State Industrial Supply May 2011 - August 2011
Skills
SharePoint, Microsoft Office, Financial Analysis, Open Systems, Account Reconciliation, Investran, Geneva, Wall Street Office, Fund Accounting
Education
Temple University 2006 — 2010
BBA, Finance
SEI October 2014 - Present
SEI May 2014 - October 2014
SEI September 2012 - April 2014
Execupharm August 2011 - September 2012
Tri-State Industrial Supply May 2011 - August 2011
Skills
SharePoint, Microsoft Office, Financial Analysis, Open Systems, Account Reconciliation, Investran, Geneva, Wall Street Office, Fund Accounting
Education
Temple University 2006 — 2010
BBA, Finance
Steven Pileggi Steven Pileggi's SEI Experience October 2014 - Present
Job Business Transition Manager at SEI
Industry Financial Services
Experience
SEI October 2014 - Present
SEI Investments April 2012 - October 2014
SEI Investments December 2010 - April 2012
Janney Montgomery Scott 2008 - 2010
Janney Montgomery Scott 2007 - 2008
Delaware Investments, a member of the Macquarie Group 2006 - 2007
Propulsion Media Labs 2005 - 2006
Skills
Mutual Funds, Series 7, Series 63, Fixed Income, Equities, Securities, ETFs, Investments, Hedge Funds, Investment Advisory, Management, Financial Services, Trading, Finance, Asset Management, Portfolio Management
Education
Temple University 2002 — 2006
Communications
SEI October 2014 - Present
SEI Investments April 2012 - October 2014
SEI Investments December 2010 - April 2012
Janney Montgomery Scott 2008 - 2010
Janney Montgomery Scott 2007 - 2008
Delaware Investments, a member of the Macquarie Group 2006 - 2007
Propulsion Media Labs 2005 - 2006
Skills
Mutual Funds, Series 7, Series 63, Fixed Income, Equities, Securities, ETFs, Investments, Hedge Funds, Investment Advisory, Management, Financial Services, Trading, Finance, Asset Management, Portfolio Management
Education
Temple University 2002 — 2006
Communications
Greg Cavallo's SEI Experience July 2014 - Present
Job Internal Regional Business Consultant at SEI
Industry Financial Services
Experience
SEI July 2014 - Present
The William C. Dunkelberg Owl Fund August 2013 - January 2014
AmerisourceBergen June 2013 - August 2013
United States Liability Insurance Group May 2011 - August 2012
Nike September 2008 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Sales, PowerPoint, Customer Service, Marketing, Facebook, Social Media, Time Management, Social Networking, Social Media Marketing, Teamwork, Outlook, Financial Analysis, Insurance, Access, Leadership, Marketing Strategy, Marketing Communications, Retail, Team Leadership, Data Entry, Market Research
Education
Temple University 2010 — 2014
Bachelor of Business Administration (BBA), Finance & Accounting
Boyertown Area Senior High School 2006 — 2010
SEI July 2014 - Present
The William C. Dunkelberg Owl Fund August 2013 - January 2014
AmerisourceBergen June 2013 - August 2013
United States Liability Insurance Group May 2011 - August 2012
Nike September 2008 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Sales, PowerPoint, Customer Service, Marketing, Facebook, Social Media, Time Management, Social Networking, Social Media Marketing, Teamwork, Outlook, Financial Analysis, Insurance, Access, Leadership, Marketing Strategy, Marketing Communications, Retail, Team Leadership, Data Entry, Market Research
Education
Temple University 2010 — 2014
Bachelor of Business Administration (BBA), Finance & Accounting
Boyertown Area Senior High School 2006 — 2010
Steven Treftz, CFA Steven Treftz, CFA's SEI Experience May 2012 - Present
Job Portfolio Manager at SEI
Industry Financial Services
Experience
SEI May 2012 - Present
Citi June 2010 - May 2012
Lockwood Advisors, Inc. December 2004 - May 2010
Towers Perrin 2000 - 2004
Skills
Equities, Alternative Investments, Asset Allocation, Portfolio Management
Education
Temple University 1996 — 2000
BS, Finance & Risk Management
SEI May 2012 - Present
Citi June 2010 - May 2012
Lockwood Advisors, Inc. December 2004 - May 2010
Towers Perrin 2000 - 2004
Skills
Equities, Alternative Investments, Asset Allocation, Portfolio Management
Education
Temple University 1996 — 2000
BS, Finance & Risk Management
Michele Moses Michele Moses's SEI Experience June 2012 - August 2012
Job Business/Technical Analyst at Merck
Industry Information Technology and Services
Experience
Temple University September 2012 - May 2013
SEI June 2012 - August 2012
Various November 2006 - January 2011
Skills
IT Strategy, Strategic Planning, Data Analysis, Data Visualization, Information Technology, Process Improvement, Social Media, Marketing, Management, Project Management, Leadership, Program Management, CRM, Analysis, Cross-functional Team..., Public Speaking
Education
Temple University - Fox School of Business and Management 2011 — 2013
MBA, Information Technology Management
Syracuse University 2002 — 2006
BS, Television, Radio & Film; Minor in Psychology
Cheltenham High School
Temple University September 2012 - May 2013
SEI June 2012 - August 2012
Various November 2006 - January 2011
Skills
IT Strategy, Strategic Planning, Data Analysis, Data Visualization, Information Technology, Process Improvement, Social Media, Marketing, Management, Project Management, Leadership, Program Management, CRM, Analysis, Cross-functional Team..., Public Speaking
Education
Temple University - Fox School of Business and Management 2011 — 2013
MBA, Information Technology Management
Syracuse University 2002 — 2006
BS, Television, Radio & Film; Minor in Psychology
Cheltenham High School
John Consorti John Consorti's SEI Experience May 2012 - July 2015
Job Workflow Developer at SEI
Industry Information Technology and Services
Experience
SEI May 2012 - July 2015
Intern U October 2011 - July 2013
Epsilen October 2011 - April 2012
Temple University January 2008 - March 2009
Skills
CSS, Web Development, Mobile Devices, Java, SQL, Software Development, Programming, VB.NET, Databases, Testing, Web Design, PHP, XML, SharePoint, Troubleshooting, Microsoft Excel
Education
Temple University 2006 — 2010
Bachelor of Science (BS), Information and Science Technology
Penncrest High School
SEI May 2012 - July 2015
Intern U October 2011 - July 2013
Epsilen October 2011 - April 2012
Temple University January 2008 - March 2009
Skills
CSS, Web Development, Mobile Devices, Java, SQL, Software Development, Programming, VB.NET, Databases, Testing, Web Design, PHP, XML, SharePoint, Troubleshooting, Microsoft Excel
Education
Temple University 2006 — 2010
Bachelor of Science (BS), Information and Science Technology
Penncrest High School
Eric O'Donnell Eric O'Donnell's SEI Experience 2007 - 2007
Job Strategy and Operations Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte August 2012 - Present
N.E.W. Customer Service Companies, Inc July 2011 - June 2012
US Army August 2009 - June 2011
United States Army February 2008 - March 2009
SEI 2007 - 2007
Skills
Military, Security Clearance, Maintenance Management, Leadership, Program Management, Profit Sharing, Operational Risk, Risk Assessment, Project Management, SharePoint, Microsoft Access, eRoom, Federal Contracts, Team Leadership, Proposal Writing, Supply Chain Management, PowerPoint, Presentations, DoD, Team Building, Business Strategy, Analytics, Process Improvement, Analysis, Human Resources, Business Process...
Education
Stonehill College 2003 — 2007
BA, Finance
Deloitte August 2012 - Present
N.E.W. Customer Service Companies, Inc July 2011 - June 2012
US Army August 2009 - June 2011
United States Army February 2008 - March 2009
SEI 2007 - 2007
Skills
Military, Security Clearance, Maintenance Management, Leadership, Program Management, Profit Sharing, Operational Risk, Risk Assessment, Project Management, SharePoint, Microsoft Access, eRoom, Federal Contracts, Team Leadership, Proposal Writing, Supply Chain Management, PowerPoint, Presentations, DoD, Team Building, Business Strategy, Analytics, Process Improvement, Analysis, Human Resources, Business Process...
Education
Stonehill College 2003 — 2007
BA, Finance
Debbie Drachman Debbie Drachman's SEI Experience 1988 - 1994
Job Head of US Consultant Relations at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments April 2012 - Present
Citadel Asset Management November 2010 - November 2011
ING Investment Management February 2001 - November 2010
Cowen & Company May 1994 - October 2000
SEI 1988 - 1994
Skills
New Business Development, Consultant Relations..., Sales and Product..., Asset Management, Institutional, Product Development, Pensions, Capital Markets, Alternative Investments, Hedge Funds, Investment Strategies, Fixed Income, Series 7, Asset Managment, Structured Products, Investments, Equities, Derivatives, Relationship Management, Asset Allocation, Investment Management, Portfolio Management, Mutual Funds, Strategy, Institutional..., Investment Advisory, Securities, Bonds, Fund Of Funds, Leadership
Education
Syracuse University 1981 — 1985
B.A, Maxwell School of Citizenship and Public Affairs
Roslyn High School 1977 — 1981
High School
Standard Life Investments April 2012 - Present
Citadel Asset Management November 2010 - November 2011
ING Investment Management February 2001 - November 2010
Cowen & Company May 1994 - October 2000
SEI 1988 - 1994
Skills
New Business Development, Consultant Relations..., Sales and Product..., Asset Management, Institutional, Product Development, Pensions, Capital Markets, Alternative Investments, Hedge Funds, Investment Strategies, Fixed Income, Series 7, Asset Managment, Structured Products, Investments, Equities, Derivatives, Relationship Management, Asset Allocation, Investment Management, Portfolio Management, Mutual Funds, Strategy, Institutional..., Investment Advisory, Securities, Bonds, Fund Of Funds, Leadership
Education
Syracuse University 1981 — 1985
B.A, Maxwell School of Citizenship and Public Affairs
Roslyn High School 1977 — 1981
High School
Mahesh Mohnalkar Mahesh Mohnalkar's SEI Experience May 1997 - May 2007
Job Director, Construction Management at Metropolitan Pier Exposition Authority
Industry Civil Engineering
Experience
MPEA 2008 - Present
Avid Consulting, Inc. 2006 - 2012
Primera Engineers March 2007 - May 2008
SEI May 1997 - May 2007
Skills
Budgeting, Contract Negotiation, Construction Management, Construction, Engineering, Proposal Writing, Contract Management, Scheduling, Procurement, Business Strategy, Strategic Planning, Civil Engineering, Negotiation, AutoCAD, Budgets, Purchasing, Project Management, Management, Process Improvement, Program Management, Customer Service, Project Planning, Business Development, Process Scheduler, Facilities Management, Feasibility Studies, Highways, Operations Management, Team Building, MS Project
Education
Southern Illinois University, Edwardsville 1996 — 1997
Masters, Civil Engineering
VJTI 1991 — 1993
Bachelors, Civil Engineering
MPEA 2008 - Present
Avid Consulting, Inc. 2006 - 2012
Primera Engineers March 2007 - May 2008
SEI May 1997 - May 2007
Skills
Budgeting, Contract Negotiation, Construction Management, Construction, Engineering, Proposal Writing, Contract Management, Scheduling, Procurement, Business Strategy, Strategic Planning, Civil Engineering, Negotiation, AutoCAD, Budgets, Purchasing, Project Management, Management, Process Improvement, Program Management, Customer Service, Project Planning, Business Development, Process Scheduler, Facilities Management, Feasibility Studies, Highways, Operations Management, Team Building, MS Project
Education
Southern Illinois University, Edwardsville 1996 — 1997
Masters, Civil Engineering
VJTI 1991 — 1993
Bachelors, Civil Engineering
Audrey Stackhouse's SEI Experience March 2010 - September 2011
Job Vice President, Marketing at MSCI Inc.
Industry Marketing and Advertising
Experience
MSCI Inc. September 2013 - Present
SEI March 2010 - September 2011
ING January 2007 - December 2008
ING January 2005 - January 2007
ING July 2002 - January 2005
Healthaxis October 2000 - July 2002
Provident Mutual Life Insurance Company October 1998 - October 2000
Delaware Investments October 1997 - October 1998
Gelt Financial 1995 - 1996
Skills
Project Planning, Marketing Communications, Marketing, Direct Marketing, Corporate Communications, Marketing Strategy, Internal Communications, Financial Services, Integrated Marketing, Strategic Communications, Public Relations, New Business Development, Budgets, Lead Generation, Advertising, Product Management, Event Management, Team Building, Email Marketing, Program Management, Strategy, Product Marketing, Training, CRM, Marketing Management, Digital Marketing
Education
University of Pennsylvania - The Wharton School
Competitive Marketing Strategy Program
Temple University
Bachelor of Arts, Communications
MSCI Inc. September 2013 - Present
SEI March 2010 - September 2011
ING January 2007 - December 2008
ING January 2005 - January 2007
ING July 2002 - January 2005
Healthaxis October 2000 - July 2002
Provident Mutual Life Insurance Company October 1998 - October 2000
Delaware Investments October 1997 - October 1998
Gelt Financial 1995 - 1996
Skills
Project Planning, Marketing Communications, Marketing, Direct Marketing, Corporate Communications, Marketing Strategy, Internal Communications, Financial Services, Integrated Marketing, Strategic Communications, Public Relations, New Business Development, Budgets, Lead Generation, Advertising, Product Management, Event Management, Team Building, Email Marketing, Program Management, Strategy, Product Marketing, Training, CRM, Marketing Management, Digital Marketing
Education
University of Pennsylvania - The Wharton School
Competitive Marketing Strategy Program
Temple University
Bachelor of Arts, Communications
Travis Dalton's SEI Experience August 2008 - October 2009
Job J.D.
Industry
Experience
Volunteer Lawyers Project of the Boston Bar Association June 2013 - August 2013
Tentindo, Kendall, Canniff & Keefe March 2012 - August 2012
Kane, Pugh, Knoell, Troy & Kramer, LLP October 2010 - August 2011
SEI August 2008 - October 2009
Education
Suffolk University Law School 2011 — 2014
Doctor of Law (J.D.), Law
University of Delaware 2003 — 2008
Bachelor of Arts (B.A.), Criminal Justice and Sociology
Volunteer Lawyers Project of the Boston Bar Association June 2013 - August 2013
Tentindo, Kendall, Canniff & Keefe March 2012 - August 2012
Kane, Pugh, Knoell, Troy & Kramer, LLP October 2010 - August 2011
SEI August 2008 - October 2009
Education
Suffolk University Law School 2011 — 2014
Doctor of Law (J.D.), Law
University of Delaware 2003 — 2008
Bachelor of Arts (B.A.), Criminal Justice and Sociology
Alexandra Wittchen's SEI Experience June 2011 - June 2012
Job Director, Strategy & Insights at Fame House // SFX Entertainment
Industry Marketing and Advertising
Experience
Fame House February 2015 - Present
Flashpoint Theatre Company November 2013 - Present
The Wittchen Initiative January 2007 - Present
Fame House May 2014 - February 2015
Fame House April 2014 - May 2014
One Trick Pony August 2012 - April 2014
SEI June 2011 - June 2012
iSpring Associates May 2010 - May 2011
The Ecolibrium Group November 2009 - May 2010
Lehigh University May 2007 - January 2009
Skills
Project Management, Sustainability, Microsoft Office, Microsoft Excel, Strategic Planning, Research, Non-profits, Event Planning, Marketing, Microsoft Word, Social Media, Environmental Awareness, Editing, Marketing Strategy, Search Engine Ranking, Mac OS, Leadership, Facebook, Social Networking, Strategy, Paradigm Shifts, Large Volume, Buzzwords, Frisbee, Ultimate Frisbee
Education
Temple University 2007 — 2010
Bachelor of Arts, History, Political Economy, French
Fame House February 2015 - Present
Flashpoint Theatre Company November 2013 - Present
The Wittchen Initiative January 2007 - Present
Fame House May 2014 - February 2015
Fame House April 2014 - May 2014
One Trick Pony August 2012 - April 2014
SEI June 2011 - June 2012
iSpring Associates May 2010 - May 2011
The Ecolibrium Group November 2009 - May 2010
Lehigh University May 2007 - January 2009
Skills
Project Management, Sustainability, Microsoft Office, Microsoft Excel, Strategic Planning, Research, Non-profits, Event Planning, Marketing, Microsoft Word, Social Media, Environmental Awareness, Editing, Marketing Strategy, Search Engine Ranking, Mac OS, Leadership, Facebook, Social Networking, Strategy, Paradigm Shifts, Large Volume, Buzzwords, Frisbee, Ultimate Frisbee
Education
Temple University 2007 — 2010
Bachelor of Arts, History, Political Economy, French
Duncan DeVore Duncan DeVore's SEI Experience April 1998 - February 2000
Job Software Engineer at Typesafe
Industry Computer Software
Experience
Typesafe July 2015 - Present
Open Source Development 2013 - Present
Typesafe August 2014 - July 2015
Viridity Energy, Inc March 2010 - July 2014
CCAD LLC. January 2008 - March 2010
Chariot Solutions January 2008 - March 2010
Merck 2003 - 2008
Genesis Micro Solutions, Inc. 1994 - 2003
SEI April 1998 - February 2000
CoreStates Bank July 1996 - March 1998
Skills
Software Development, Agile Methodologies, Scala, Akka, Java, Distributed Systems, Spring, SOA, Web Services, REST, Integration, Leadership, Software Engineering, Business Strategy, Open Source, Git, MongoDB, Cloud Computing, NoSQL, Big Data
Education
Temple University 1986 — 1989
Bachelor's of Science (CS), Computer Science
Temple University 1986 — 1988
Bachelor of Applied Science (BASc), Computer Software Engineering
Typesafe July 2015 - Present
Open Source Development 2013 - Present
Typesafe August 2014 - July 2015
Viridity Energy, Inc March 2010 - July 2014
CCAD LLC. January 2008 - March 2010
Chariot Solutions January 2008 - March 2010
Merck 2003 - 2008
Genesis Micro Solutions, Inc. 1994 - 2003
SEI April 1998 - February 2000
CoreStates Bank July 1996 - March 1998
Skills
Software Development, Agile Methodologies, Scala, Akka, Java, Distributed Systems, Spring, SOA, Web Services, REST, Integration, Leadership, Software Engineering, Business Strategy, Open Source, Git, MongoDB, Cloud Computing, NoSQL, Big Data
Education
Temple University 1986 — 1989
Bachelor's of Science (CS), Computer Science
Temple University 1986 — 1988
Bachelor of Applied Science (BASc), Computer Software Engineering
James M. Myers's SEI Experience June 2014 - August 2014
Job Sr Analyst at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Corporation August 2015 - Present
SEI June 2014 - August 2014
SEI June 2013 - August 2013
Skills
Public Speaking, Team Leadership, Collaborative Problem...
Education
Temple University
Bachelor of Business Administration (BBA), Finance
Northern Trust Corporation August 2015 - Present
SEI June 2014 - August 2014
SEI June 2013 - August 2013
Skills
Public Speaking, Team Leadership, Collaborative Problem...
Education
Temple University
Bachelor of Business Administration (BBA), Finance
William Kirby William Kirby's SEI Experience August 2015 - Present
Job Account Manager at SEI
Industry Financial Services
Experience
SEI August 2015 - Present
SEI May 2014 - Present
SEI March 2012 - May 2014
SEI September 2011 - March 2012
SEI July 2010 - September 2011
Skills
InvestOne, Sungard, Enterprise, SEI Trust 3000, Microsoft Excel, Fund Accounting, Equities, Bonds, SEC filings, Mutual Funds, Bloomberg, Fund Administration, Internal Audit, Financial Analysis, Bloomberg Terminal, Fixed Income, Derivatives, Swaps, Corporate Actions, Fund Of Funds
Education
Shippensburg University of Pennsylvania 2006 — 2010
BSBA, AACSB International Accreditation, Finance
SEI August 2015 - Present
SEI May 2014 - Present
SEI March 2012 - May 2014
SEI September 2011 - March 2012
SEI July 2010 - September 2011
Skills
InvestOne, Sungard, Enterprise, SEI Trust 3000, Microsoft Excel, Fund Accounting, Equities, Bonds, SEC filings, Mutual Funds, Bloomberg, Fund Administration, Internal Audit, Financial Analysis, Bloomberg Terminal, Fixed Income, Derivatives, Swaps, Corporate Actions, Fund Of Funds
Education
Shippensburg University of Pennsylvania 2006 — 2010
BSBA, AACSB International Accreditation, Finance
William Wagner's SEI Experience August 2014 - April 2015
Job Corporate Strategy Analyst at Travelport
Industry Information Technology and Services
Experience
Travelport April 2015 - Present
SEI August 2014 - April 2015
Hewlett-Packard Financial Services June 2013 - August 2013
Anexinet May 2012 - August 2012
NASDAQ OMX 2010 - 2010
Skills
Leadership, Data Analysis, Financial Analysis, Research, Microsoft Office, Social Media Marketing, Marketing, Corporate Strategy, Hedge Funds, Project Management, Facebook, Social Networking, Social Media, Event Planning, PowerPoint, Works well in a team, CRM, Teamwork, SharePoint, Critical Thinking, Mergers & Acquisitions, CaliberRM, Customer Service, Agile Project Management, Microsoft Excel, Microsoft Word, VMware Certified..., Public Speaking, Adobe Creative Suite, Photoshop, Cpr Certified, InDesign
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Finance & Entrepreneurship in Emerging Enterprises Double Major
William Penn Charter School 2005 — 2010
Travelport April 2015 - Present
SEI August 2014 - April 2015
Hewlett-Packard Financial Services June 2013 - August 2013
Anexinet May 2012 - August 2012
NASDAQ OMX 2010 - 2010
Skills
Leadership, Data Analysis, Financial Analysis, Research, Microsoft Office, Social Media Marketing, Marketing, Corporate Strategy, Hedge Funds, Project Management, Facebook, Social Networking, Social Media, Event Planning, PowerPoint, Works well in a team, CRM, Teamwork, SharePoint, Critical Thinking, Mergers & Acquisitions, CaliberRM, Customer Service, Agile Project Management, Microsoft Excel, Microsoft Word, VMware Certified..., Public Speaking, Adobe Creative Suite, Photoshop, Cpr Certified, InDesign
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Finance & Entrepreneurship in Emerging Enterprises Double Major
William Penn Charter School 2005 — 2010
David McCausland David McCausland's SEI Experience September 2011 - September 2014
Job BlackRock
Industry Financial Services
Experience
BlackRock March 2015 - Present
Brown Advisory September 2014 - March 2015
SEI September 2011 - September 2014
BlackRock October 2005 - September 2011
Education
FINRA 2003 — 2005
Series 65, Uniform Investment Adviser
FINRA 2001 — 2005
Series 7, General Securities Representative
Temple University
BA
BlackRock March 2015 - Present
Brown Advisory September 2014 - March 2015
SEI September 2011 - September 2014
BlackRock October 2005 - September 2011
Education
FINRA 2003 — 2005
Series 65, Uniform Investment Adviser
FINRA 2001 — 2005
Series 7, General Securities Representative
Temple University
BA
Alia Chaudhri's SEI Experience June 2015 - Present
Job Investor Services Representative at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
SEI November 2012 - Present
CVS Caremark Corporation January 2009 - July 2012
Urban Outfitters April 2008 - December 2008
Borders January 2007 - April 2008
Skills
PowerPoint, Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Research, Pharmacy, Data Entry, Time Management, Inventory Management, Teamwork, Retail, Healthcare, Critical Thinking, Data Analysis, Organization, Leadership, Training, Multi Tasking
Education
Temple University 2006 — 2011
B.A., Economics, Political Science (Double Major)
Radnor High School 2002 — 2006
HS Diploma
SEI June 2015 - Present
SEI November 2012 - Present
CVS Caremark Corporation January 2009 - July 2012
Urban Outfitters April 2008 - December 2008
Borders January 2007 - April 2008
Skills
PowerPoint, Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Research, Pharmacy, Data Entry, Time Management, Inventory Management, Teamwork, Retail, Healthcare, Critical Thinking, Data Analysis, Organization, Leadership, Training, Multi Tasking
Education
Temple University 2006 — 2011
B.A., Economics, Political Science (Double Major)
Radnor High School 2002 — 2006
HS Diploma
Nausher Khairi Nausher Khairi's SEI Experience October 2008 - March 2010
Job Founder / Creative Head at Whitelake Interactive
Industry Information Technology and Services
Experience
Whitelake Interactive January 2008 - Present
SEI October 2008 - March 2010
Education
Temple University 1998 — 2001
Masters in Information Sciences, Information Technology
St Xavier's Colelge, Kolkata, India 1992 — 1995
Bachelor in Commerce, Business Administration and Management, General
Don Bosco Park Circus
Don Bosco Park Circus
Whitelake Interactive January 2008 - Present
SEI October 2008 - March 2010
Education
Temple University 1998 — 2001
Masters in Information Sciences, Information Technology
St Xavier's Colelge, Kolkata, India 1992 — 1995
Bachelor in Commerce, Business Administration and Management, General
Don Bosco Park Circus
Don Bosco Park Circus
Erick Duncan Erick Duncan's SEI Experience February 2015 - Present
Job Fund Accountant at SEI Investments
Industry Financial Services
Experience
SEI February 2015 - Present
Finish Line June 2012 - Present
Ferrandino & Son, Inc. December 2013 - January 2015
Northwestern Mutual May 2011 - July 2011
Skills
Customer Service, Microsoft Excel, Apparel, Microsoft Word, Fashion, Event Planning, PowerPoint, Facebook, Leadership, Management, Sales, Social Networking, Research
Education
Susquehanna University 2009 — 2013
Bachelor of Science Business Administration, Finance
Pope John XXIII High School
SEI February 2015 - Present
Finish Line June 2012 - Present
Ferrandino & Son, Inc. December 2013 - January 2015
Northwestern Mutual May 2011 - July 2011
Skills
Customer Service, Microsoft Excel, Apparel, Microsoft Word, Fashion, Event Planning, PowerPoint, Facebook, Leadership, Management, Sales, Social Networking, Research
Education
Susquehanna University 2009 — 2013
Bachelor of Science Business Administration, Finance
Pope John XXIII High School
Nicholas Cianci Nicholas Cianci's SEI Experience June 2014 - Present
Job Junior Developer at SEI
Industry Computer Software
Experience
SEI June 2014 - Present
QAD June 2013 - June 2014
Math and Science Resource Center at Temple University September 2011 - June 2013
Skills
Java, Programming
Education
Temple University 2009 — 2013
Bachelor of Science (BS), Mathematics and Computer Science
SEI June 2014 - Present
QAD June 2013 - June 2014
Math and Science Resource Center at Temple University September 2011 - June 2013
Skills
Java, Programming
Education
Temple University 2009 — 2013
Bachelor of Science (BS), Mathematics and Computer Science
Monique Sanders Monique Sanders's SEI Experience June 2013 - October 2014
Job Advertising Traffic Coordinator for Adecco/Bank of America (Enterprise Creative Solutions)
Industry Banking
Experience
Bank of America February 2008 - Present
SEI June 2013 - October 2014
PHH Corporation May 2011 - September 2011
Radio One February 2005 - February 2008
Clear Channel Radio October 1999 - February 2005
Skills
Editing, Advertising, Project Management, Marketing, Proofreading, Time Management, Copywriting, Management, Social Media, Broadcast, Online Advertising, Social Media Marketing, Art Direction, Analysis, Banking, Email Marketing, Integrated Marketing, Radio, Creative Direction, Social Networking, Marketing Strategy, Trafficking, Digital Marketing
Education
Temple University 1999 — 2003
BA, Communications/Broadcasting; Mass Media and Advertising
University of Phoenix
Masters, Business
Bank of America February 2008 - Present
SEI June 2013 - October 2014
PHH Corporation May 2011 - September 2011
Radio One February 2005 - February 2008
Clear Channel Radio October 1999 - February 2005
Skills
Editing, Advertising, Project Management, Marketing, Proofreading, Time Management, Copywriting, Management, Social Media, Broadcast, Online Advertising, Social Media Marketing, Art Direction, Analysis, Banking, Email Marketing, Integrated Marketing, Radio, Creative Direction, Social Networking, Marketing Strategy, Trafficking, Digital Marketing
Education
Temple University 1999 — 2003
BA, Communications/Broadcasting; Mass Media and Advertising
University of Phoenix
Masters, Business
Regina Kirkpatrick Regina Kirkpatrick's SEI Experience 1991 - 1995
Job Management Consultant
Industry Information Technology and Services
Experience
Independant Consultant (Self-employed) January 2015 - Present
ProCureVision, LLC April 2011 - December 2014
Sogeti January 2010 - April 2011
First Group June 2008 - September 2009
Greyhound Lines, Inc. November 1995 - May 2008
SEI 1991 - 1995
Skills
Process Improvement, Business Analysis, Vendor Management, SDLC, IT Strategy, Business Process..., ITIL, Troubleshooting, Change Management, ERP, Quality Assurance, Integration, IT Service Management, Requirements Analysis, Leadership, Management, Testing, Data Center, Project Management, IT Management, Operations Management, Information Technology, Program Management, Software Development, Software Project..., Training, Business Intelligence, Software Documentation
Education
Southeastern Oklahoma State University 1979 — 1982
BS
Independant Consultant (Self-employed) January 2015 - Present
ProCureVision, LLC April 2011 - December 2014
Sogeti January 2010 - April 2011
First Group June 2008 - September 2009
Greyhound Lines, Inc. November 1995 - May 2008
SEI 1991 - 1995
Skills
Process Improvement, Business Analysis, Vendor Management, SDLC, IT Strategy, Business Process..., ITIL, Troubleshooting, Change Management, ERP, Quality Assurance, Integration, IT Service Management, Requirements Analysis, Leadership, Management, Testing, Data Center, Project Management, IT Management, Operations Management, Information Technology, Program Management, Software Development, Software Project..., Training, Business Intelligence, Software Documentation
Education
Southeastern Oklahoma State University 1979 — 1982
BS
Michael Lawson Michael Lawson's SEI Experience November 1998 - April 2014
Job Fund CFO at Franklin Square Capital Partners
Industry Investment Management
Experience
Franklin Square Capital Partners April 2014 - Present
SEI November 1998 - April 2014
Pilgrim Baxter & Associates February 1998 - November 1998
Skills
Financial Accounting, Investments, Board Presentations, Operations Management, Mutual Funds, Financial Analysis, Financial Services, Equities, Securities, Alternative Investments, Finance, Fixed Income
Education
Temple University 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Franklin Square Capital Partners April 2014 - Present
SEI November 1998 - April 2014
Pilgrim Baxter & Associates February 1998 - November 1998
Skills
Financial Accounting, Investments, Board Presentations, Operations Management, Mutual Funds, Financial Analysis, Financial Services, Equities, Securities, Alternative Investments, Finance, Fixed Income
Education
Temple University 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Tom Kay Tom Kay's SEI Experience May 2008 - May 2011
Job Account Manager at EMC
Industry Information Technology and Services
Experience
EMC July 2014 - Present
SEI Investments May 2011 - April 2014
SEI May 2008 - May 2011
Smith Barney January 2005 - May 2008
Morgan Stanley June 2002 - January 2005
Skills
Investment Management, Wealth Management, Investment Strategies, Finance, Business Development, Portfolio Management, Professional Services, Strategy, Account Management, Leadership, Management, Solution Selling
Education
Susquehanna University 1998 — 2002
BS, Business Administration
Shawnee High School
EMC July 2014 - Present
SEI Investments May 2011 - April 2014
SEI May 2008 - May 2011
Smith Barney January 2005 - May 2008
Morgan Stanley June 2002 - January 2005
Skills
Investment Management, Wealth Management, Investment Strategies, Finance, Business Development, Portfolio Management, Professional Services, Strategy, Account Management, Leadership, Management, Solution Selling
Education
Susquehanna University 1998 — 2002
BS, Business Administration
Shawnee High School
Richard Chimberg Richard Chimberg's SEI Experience 1986 - 1987
Job Principal at CLMedia Relations LLC and Owner
Industry Public Relations and Communications
Experience
CL-Media Relations LLC 2006 - Present
Putnam Lovell NBF 2003 - 2005
InvestorForce 2000 - 2002
Bloomberg News 1998 - 2000
Investment Management Weekly and ROI magazine 1988 - 1997
SEI 1986 - 1987
Institutional Investor 1983 - 1985
Education
City College of New York
New School University
Tel Aviv University
CL-Media Relations LLC 2006 - Present
Putnam Lovell NBF 2003 - 2005
InvestorForce 2000 - 2002
Bloomberg News 1998 - 2000
Investment Management Weekly and ROI magazine 1988 - 1997
SEI 1986 - 1987
Institutional Investor 1983 - 1985
Education
City College of New York
New School University
Tel Aviv University
Fran DePiano, CIMA ®'s SEI Experience January 2015 - Present
Job Regional Director
Industry Investment Management
Experience
SEI January 2015 - Present
Brinker Capital October 2008 - December 2014
Brinker Capital September 2012 - May 2014
Brinker Capital January 2008 - October 2008
Skills
Asset Allocation, Investment Strategies, Series 7, Mutual Funds, Investment Advisory, Alternative Investments, Wealth Management, Asset Management, Equities, Investments, Securities, Financial Services, Portfolio Management, Retirement Planning, Finance
Education
Temple University
BS
SEI January 2015 - Present
Brinker Capital October 2008 - December 2014
Brinker Capital September 2012 - May 2014
Brinker Capital January 2008 - October 2008
Skills
Asset Allocation, Investment Strategies, Series 7, Mutual Funds, Investment Advisory, Alternative Investments, Wealth Management, Asset Management, Equities, Investments, Securities, Financial Services, Portfolio Management, Retirement Planning, Finance
Education
Temple University
BS
Sara Heringer Sara Heringer's SEI Experience August 2005 - March 2008
Job Promotional Ad Specialty Department Manager at Almaden Press, Inc.
Industry Marketing and Advertising
Experience
Almaden Press January 2009 - Present
SanVitum Health January 2008 - July 2011
Upper Main Line YMCA August 2007 - June 2008
SEI August 2005 - March 2008
The Leader's Edge April 2004 - June 2005
Skills
Fulfillment Programs, Customer Service, Marketing, Direct Mail, Social Media Marketing, Sports, Nutrition, Advertising, Nutritional Counseling, Lifestyle, Coaching, Social Media, Stress Management
Education
Institute for Integrative Nutrition 2007 — 2008
Certified Health Counselor
Teachers College of Columbia University 2007 — 2008
Certificate, Health Counseling
Villanova University 2001 — 2005
BS, Communication, Business
Saint Francis High School 1997 — 2001
GED
Almaden Press January 2009 - Present
SanVitum Health January 2008 - July 2011
Upper Main Line YMCA August 2007 - June 2008
SEI August 2005 - March 2008
The Leader's Edge April 2004 - June 2005
Skills
Fulfillment Programs, Customer Service, Marketing, Direct Mail, Social Media Marketing, Sports, Nutrition, Advertising, Nutritional Counseling, Lifestyle, Coaching, Social Media, Stress Management
Education
Institute for Integrative Nutrition 2007 — 2008
Certified Health Counselor
Teachers College of Columbia University 2007 — 2008
Certificate, Health Counseling
Villanova University 2001 — 2005
BS, Communication, Business
Saint Francis High School 1997 — 2001
GED
Kevin Casero Kevin Casero's SEI Experience October 2008 - June 2011
Job Controller at WGroup
Industry Information Technology and Services
Experience
WGroup August 2015 - Present
Kronum September 2011 - Present
Citco Fund Services January 2013 - August 2015
SEDONA Corporation June 2011 - April 2013
SEI October 2008 - June 2011
Skills
Accounting, Accounts Payable, Accounts Receivable, Analysis, Auditing, Budgets, Customer Service, Finance, Financial Analysis, Financial Statements, Fund Accounting, General Ledger, Fundraising, Hedge Funds, Invoicing, Microsoft Excel, Microsoft Office, Mutual Funds, Payroll, Insurance, Account Reconciliation, Financial Reporting, Leadership, Strategy
Education
Villanova University
Master of Business Administration (M.B.A.), Strategic Management, Analytics
Shippensburg University of Pennsylvania 2004 — 2008
BS, Finance
WGroup August 2015 - Present
Kronum September 2011 - Present
Citco Fund Services January 2013 - August 2015
SEDONA Corporation June 2011 - April 2013
SEI October 2008 - June 2011
Skills
Accounting, Accounts Payable, Accounts Receivable, Analysis, Auditing, Budgets, Customer Service, Finance, Financial Analysis, Financial Statements, Fund Accounting, General Ledger, Fundraising, Hedge Funds, Invoicing, Microsoft Excel, Microsoft Office, Mutual Funds, Payroll, Insurance, Account Reconciliation, Financial Reporting, Leadership, Strategy
Education
Villanova University
Master of Business Administration (M.B.A.), Strategic Management, Analytics
Shippensburg University of Pennsylvania 2004 — 2008
BS, Finance
Julie Martin Julie Martin's SEI Experience September 2014 - Present
Job Project Manager, Lead Business Analyst
Industry Computer Software
Experience
SEI September 2014 - Present
Philadelphia Insurance Companies March 2012 - August 2014
Satori Group Inc. December 2011 - March 2012
Cigna Healthcare August 2005 - December 2007
Skills
Project Management, Agile Methodologies, SDLC, Visio, Access, OLAP, Management, Microsoft SQL Server, MS Project, Cognos, Business Process, proCube, SQL Server, Microsoft Project, Excel OLAP Reporting..., Excel, Databases, Requirements Analysis, User Acceptance Testing, Software Development, Testing, JIRA, Confluence, Business Intelligence, Business Requirements, Business Analysis, Microsoft Excel, Rally, Business Process...
Education
Temple University 1993 — 1994
Master of Business Administration (MBA), Finance
The George Washington University - School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Marketing
SEI September 2014 - Present
Philadelphia Insurance Companies March 2012 - August 2014
Satori Group Inc. December 2011 - March 2012
Cigna Healthcare August 2005 - December 2007
Skills
Project Management, Agile Methodologies, SDLC, Visio, Access, OLAP, Management, Microsoft SQL Server, MS Project, Cognos, Business Process, proCube, SQL Server, Microsoft Project, Excel OLAP Reporting..., Excel, Databases, Requirements Analysis, User Acceptance Testing, Software Development, Testing, JIRA, Confluence, Business Intelligence, Business Requirements, Business Analysis, Microsoft Excel, Rally, Business Process...
Education
Temple University 1993 — 1994
Master of Business Administration (MBA), Finance
The George Washington University - School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Marketing
Steven L. Flannery Steven L. Flannery's SEI Experience March 2011 - July 2012
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock January 2015 - Present
BlackRock June 2012 - Present
SEI March 2011 - July 2012
New Penn Financial, LLC July 2010 - March 2011
The University of Pennsylvania June 2009 - September 2009
Skills
Excel, Account Reconciliation, Analysis, Budgets, Microsoft Excel, Portfolio Management
Education
Shippensburg University of Pennsylvania 2006 — 2010
BSBA, Finance
BlackRock January 2015 - Present
BlackRock June 2012 - Present
SEI March 2011 - July 2012
New Penn Financial, LLC July 2010 - March 2011
The University of Pennsylvania June 2009 - September 2009
Skills
Excel, Account Reconciliation, Analysis, Budgets, Microsoft Excel, Portfolio Management
Education
Shippensburg University of Pennsylvania 2006 — 2010
BSBA, Finance
FeiFei Wang's SEI Experience December 2012 - September 2015
Job SMA Performance Supervisor at SEI
Industry Financial Services
Experience
SEI Investment September 2015 - Present
SEI December 2012 - September 2015
SEI March 2011 - December 2012
Skills
Account Reconciliation, Financial Reporting, Fund Accounting, Accounting, Financial Statements, General Ledger, Financial Analysis, Financial Accounting, Variance Analysis
Education
Temple University 2009 — 2011
B.B.A., Accounting
Temple University - Fox School of Business and Management 2009 — 2011
Bachelor of Business Administration (BBA), Accounting
SEI Investment September 2015 - Present
SEI December 2012 - September 2015
SEI March 2011 - December 2012
Skills
Account Reconciliation, Financial Reporting, Fund Accounting, Accounting, Financial Statements, General Ledger, Financial Analysis, Financial Accounting, Variance Analysis
Education
Temple University 2009 — 2011
B.B.A., Accounting
Temple University - Fox School of Business and Management 2009 — 2011
Bachelor of Business Administration (BBA), Accounting
Gregory Bockhold's SEI Experience July 2011 - March 2014
Job Research Manager at Gerson Lehrman Group
Industry Financial Services
Experience
Gerson Lehrman Group (GLG) April 2014 - Present
SEI July 2011 - March 2014
Stetson University May 2009 - May 2011
KCM Asset Management June 2010 - December 2010
Skills
Investments, Financial Analysis
Education
Stetson University 2007 — 2011
BBA, Finance, Accounting
Gerson Lehrman Group (GLG) April 2014 - Present
SEI July 2011 - March 2014
Stetson University May 2009 - May 2011
KCM Asset Management June 2010 - December 2010
Skills
Investments, Financial Analysis
Education
Stetson University 2007 — 2011
BBA, Finance, Accounting
Krishna Vaghela Krishna Vaghela's SEI Experience September 2005 - May 2009
Job Advent Reconciliation Analyst at Accusource LLC
Industry Accounting
Experience
Accusource LLC October 2013 - Present
SEI September 2005 - May 2009
Skills
Account Reconciliation, Art, Business Analysis, Data Analysis, Drawing, Illustration, Painting, Software Documentation, Pivot Tables, Financial Reporting, Accounting, Financial Statements, Auditing, Graphics, Testing, Access, Adobe Acrobat
Education
Temple University
Bachelor of Fine Arts (BFA), Graphic Arts and Design
Accusource LLC October 2013 - Present
SEI September 2005 - May 2009
Skills
Account Reconciliation, Art, Business Analysis, Data Analysis, Drawing, Illustration, Painting, Software Documentation, Pivot Tables, Financial Reporting, Accounting, Financial Statements, Auditing, Graphics, Testing, Access, Adobe Acrobat
Education
Temple University
Bachelor of Fine Arts (BFA), Graphic Arts and Design
Alex Hokanson, CFA, FRM Alex Hokanson, CFA, FRM's SEI Experience July 2009 - November 2012
Job Director, Asset Allocation Strategies at Threshold Group
Industry Investment Management
Experience
Threshold Group January 2015 - Present
Threshold Group November 2012 - Present
SEI July 2009 - November 2012
SEI March 2008 - July 2009
SEI May 2005 - March 2008
Education
Temple University - Fox School of Business and Management
Master of Science (M.S.), Financial Engineering
Villanova University
Bachelor of Science (B.S.), Comprehensive Science
Threshold Group January 2015 - Present
Threshold Group November 2012 - Present
SEI July 2009 - November 2012
SEI March 2008 - July 2009
SEI May 2005 - March 2008
Education
Temple University - Fox School of Business and Management
Master of Science (M.S.), Financial Engineering
Villanova University
Bachelor of Science (B.S.), Comprehensive Science
Kevin Gilligan Kevin Gilligan's SEI Experience June 2007 - August 2008
Job Vice President, Director Client Marketing Strategies at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC August 2008 - Present
SEI June 2007 - August 2008
The Vanguard Group January 2005 - August 2007
The Vanguard Group January 2000 - January 2005
Skills
Series 7, Series 6, Series 63, Mutual Funds, Investments, Financial Services, Retirement Planning, Retirement, Leadership, Marketing, Marketing Strategy, Wealth Management, Hedge Funds, Separately Managed..., Asset Allocation, Competitive Analysis, Product Management, ETFs, Social Media Marketing, Corporate Website..., Cash Management, Defined Contribution, Defined Benefit
Education
Shippensburg University of Pennsylvania 1989 — 1993
Garnet Valley HS
Janney Montgomery Scott LLC August 2008 - Present
SEI June 2007 - August 2008
The Vanguard Group January 2005 - August 2007
The Vanguard Group January 2000 - January 2005
Skills
Series 7, Series 6, Series 63, Mutual Funds, Investments, Financial Services, Retirement Planning, Retirement, Leadership, Marketing, Marketing Strategy, Wealth Management, Hedge Funds, Separately Managed..., Asset Allocation, Competitive Analysis, Product Management, ETFs, Social Media Marketing, Corporate Website..., Cash Management, Defined Contribution, Defined Benefit
Education
Shippensburg University of Pennsylvania 1989 — 1993
Garnet Valley HS
Jack Sharples Jack Sharples's SEI Experience November 2013 - Present
Job Product Owner | SEI Wealth Platform | SEI
Industry Computer Software
Experience
SEI November 2013 - Present
Camp Starlight June 2013 - August 2013
Whole Foods Market April 2011 - August 2013
Skills
Teamwork, Functional Testing, Quality Assurance, Microsoft Excel, Oracle SQL Developer, Basic SQL, Microsoft Office, Research, PowerPoint, Business Analysis, Public Speaking, Customer Service, Microsoft Word, Social Media, Teaching, Guitar, Leadership, Data Analysis, Axure RP, InVision
Education
Temple University 2007 — 2013
Bachelor's Degree, Economics, American History
Radnor High School 2003 — 2007
SEI November 2013 - Present
Camp Starlight June 2013 - August 2013
Whole Foods Market April 2011 - August 2013
Skills
Teamwork, Functional Testing, Quality Assurance, Microsoft Excel, Oracle SQL Developer, Basic SQL, Microsoft Office, Research, PowerPoint, Business Analysis, Public Speaking, Customer Service, Microsoft Word, Social Media, Teaching, Guitar, Leadership, Data Analysis, Axure RP, InVision
Education
Temple University 2007 — 2013
Bachelor's Degree, Economics, American History
Radnor High School 2003 — 2007
Jordan Plymale Jordan Plymale's SEI Experience December 2013 - Present
Job Business Manager at SEI
Industry Accounting
Experience
SEI December 2013 - Present
Ruth's Chris Steak House November 2008 - November 2013
Skills
English, Financial Reporting, Financial Accounting, Accounting, Microsoft Word, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Customer Service, Time Management, QuickBooks, Teamwork
Education
Temple University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
SEI December 2013 - Present
Ruth's Chris Steak House November 2008 - November 2013
Skills
English, Financial Reporting, Financial Accounting, Accounting, Microsoft Word, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Customer Service, Time Management, QuickBooks, Teamwork
Education
Temple University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Eric Fagan's SEI Experience March 2012 - October 2012
Job Fixed Income Specialist
Industry Financial Services
Experience
FactSet April 2015 - Present
FactSet April 2014 - March 2015
FactSet Research Systems October 2012 - April 2014
SEI March 2012 - October 2012
SEI Investments November 2010 - March 2012
City Year June 2010 - November 2010
Merrill Lynch May 2009 - August 2009
Skills
Asset Allocation, Fixed Income, Wealth Management, Equities, Management, Finance, Mutual Funds, Trading, Banking, Accounting, PowerPoint, Financial Analysis, Investments, Microsoft Office, Microsoft Excel
Education
Syracuse University 2006 — 2010
BA, Economics
FactSet April 2015 - Present
FactSet April 2014 - March 2015
FactSet Research Systems October 2012 - April 2014
SEI March 2012 - October 2012
SEI Investments November 2010 - March 2012
City Year June 2010 - November 2010
Merrill Lynch May 2009 - August 2009
Skills
Asset Allocation, Fixed Income, Wealth Management, Equities, Management, Finance, Mutual Funds, Trading, Banking, Accounting, PowerPoint, Financial Analysis, Investments, Microsoft Office, Microsoft Excel
Education
Syracuse University 2006 — 2010
BA, Economics
Karen Moyer Karen Moyer's SEI Experience March 2011 - Present
Job Marketing Manager Lead Generation Programs at SEI
Industry Marketing and Advertising
Experience
SEI March 2011 - Present
SEI July 2007 - April 2011
Bernard Hodes Group March 1997 - July 2007
Roska Direct February 1996 - March 1997
Bernard Hodes Advertising July 1993 - February 1996
BSA Advertising August 1992 - June 1993
Education
Temple University 1988 — 1992
Bachelor of Arts, Communications/Marketing
Cherry Hill High School East 1985 — 1988
SEI March 2011 - Present
SEI July 2007 - April 2011
Bernard Hodes Group March 1997 - July 2007
Roska Direct February 1996 - March 1997
Bernard Hodes Advertising July 1993 - February 1996
BSA Advertising August 1992 - June 1993
Education
Temple University 1988 — 1992
Bachelor of Arts, Communications/Marketing
Cherry Hill High School East 1985 — 1988
Matt Herold Matt Herold's SEI Experience September 2014 - Present
Job Portfolio Accounting Analyst at SEI
Industry Accounting
Experience
SEI September 2014 - Present
Santander Bank, N.A. June 2013 - June 2014
Darden May 2010 - June 2013
College Works Painting March 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Java, English, C, Training
Education
Temple University 2009 — 2014
Bachelor of Business Administration (BBA), Accounting
Temple University - Fox School of Business and Management 2009 — 2014
SEI September 2014 - Present
Santander Bank, N.A. June 2013 - June 2014
Darden May 2010 - June 2013
College Works Painting March 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Java, English, C, Training
Education
Temple University 2009 — 2014
Bachelor of Business Administration (BBA), Accounting
Temple University - Fox School of Business and Management 2009 — 2014
Henry Heuer Henry Heuer's SEI Experience September 2012 - June 2013
Job Financial Services Professional, Project Manager at Oakbrook Solutions
Industry Investment Management
Experience
SEI September 2012 - June 2013
SEI Investments November 2010 - June 2013
Oakbroook Solutions 2013 - 2013
SEI September 2007 - September 2010
SEI Investments September 2004 - September 2010
SEI September 1997 - September 2004
SEI February 1992 - February 1997
Skills
Project Management, Customer Service, Problem Solving, Securities Operations, Free Movements, Bank Reconciliation, Mutual Funds, Microsoft Access, Microsoft Excel, JCL, Database Design, SQL, MS Project, Visual Basic, Visio, Windows, Microsoft Word, Business Analysis, Securities, Back Office, Cash Management, Account Reconciliation, Access, Financial Services, Process Improvement, Equities, Vendor Management, Banking, Settlement, Bonds, Management, Fixed Income, Integration, Disaster Recovery, Testing, Strategy, Cross-functional Team..., Databases, SDLC
Education
Temple University 1975 — 1976
Business
Western Maryland College 1969 — 1973
Bachelor's degree, Biology
SEI September 2012 - June 2013
SEI Investments November 2010 - June 2013
Oakbroook Solutions 2013 - 2013
SEI September 2007 - September 2010
SEI Investments September 2004 - September 2010
SEI September 1997 - September 2004
SEI February 1992 - February 1997
Skills
Project Management, Customer Service, Problem Solving, Securities Operations, Free Movements, Bank Reconciliation, Mutual Funds, Microsoft Access, Microsoft Excel, JCL, Database Design, SQL, MS Project, Visual Basic, Visio, Windows, Microsoft Word, Business Analysis, Securities, Back Office, Cash Management, Account Reconciliation, Access, Financial Services, Process Improvement, Equities, Vendor Management, Banking, Settlement, Bonds, Management, Fixed Income, Integration, Disaster Recovery, Testing, Strategy, Cross-functional Team..., Databases, SDLC
Education
Temple University 1975 — 1976
Business
Western Maryland College 1969 — 1973
Bachelor's degree, Biology
Nicholas P. Coyne Jr Nicholas P. Coyne Jr's SEI Experience June 2013 - March 2014
Job Systems and Data Specialist at Dorman Products
Industry Logistics and Supply Chain
Experience
Dorman Products March 2014 - Present
SEI June 2013 - March 2014
AmerisourceBergen 2012 - 2012
North Penn Community Network May 2011 - August 2011
Sofitel Hotel August 2010 - May 2011
Group Buying Edge June 2008 - August 2010
Skills
SAP, Microsoft Excel, Data Analysis, Analysis, Project Management, Customer Service, Data Entry, Microsoft Office, Vendor Management, Software Documentation, PowerPoint, Microsoft Word, Business Analysis, Marketing, Retail, Logistics, Strategic Planning, Team Building, Program Management, Business Intelligence, Cross-functional Team..., Leadership, Access, Procurement, Process Improvement
Education
TEMPLE UNIVERSITY, Fox School of Business 2008 — 2012
Bachelor, Business Administration; Legal Studies, Business; Legal and Real Estate;
Temple University 2008 — 2012
BA, Business Administration, Management and Operations
Dorman Products March 2014 - Present
SEI June 2013 - March 2014
AmerisourceBergen 2012 - 2012
North Penn Community Network May 2011 - August 2011
Sofitel Hotel August 2010 - May 2011
Group Buying Edge June 2008 - August 2010
Skills
SAP, Microsoft Excel, Data Analysis, Analysis, Project Management, Customer Service, Data Entry, Microsoft Office, Vendor Management, Software Documentation, PowerPoint, Microsoft Word, Business Analysis, Marketing, Retail, Logistics, Strategic Planning, Team Building, Program Management, Business Intelligence, Cross-functional Team..., Leadership, Access, Procurement, Process Improvement
Education
TEMPLE UNIVERSITY, Fox School of Business 2008 — 2012
Bachelor, Business Administration; Legal Studies, Business; Legal and Real Estate;
Temple University 2008 — 2012
BA, Business Administration, Management and Operations
Louis Zbyszinski Louis Zbyszinski's SEI Experience November 2013 - September 2014
Job Quality Technician Material at Volvo Construction Equipment
Industry Machinery
Experience
Volvo Construction Equipment October 2014 - Present
SEI November 2013 - September 2014
ARCHBISHOP CARROLL HIGH SCHOOL November 2013 - September 2014
Volvo Construction Equipment April 2012 - November 2013
Follett Higher Education Group September 2011 - May 2012
Shippensburg University Foundation September 2010 - April 2011
Variety Club Camp June 2010 - August 2010
PLANCO June 2007 - August 2007
Skills
Microsoft Office, PowerPoint, C++, Visual Basic, HTML, Unix, Access, Oracle SQL, SAP, Microsoft Word, Time Management, Organization, Critical Thinking, Teamwork, Customer Service, Microsoft Excel, MS Project, Leadership, QRPS, Multi Tasking, Visio, Quality Assurance
Education
Shippensburg University of Pennsylvania 2009 — 2013
B.S.B.A, Management Information Systems, General
Volvo Construction Equipment October 2014 - Present
SEI November 2013 - September 2014
ARCHBISHOP CARROLL HIGH SCHOOL November 2013 - September 2014
Volvo Construction Equipment April 2012 - November 2013
Follett Higher Education Group September 2011 - May 2012
Shippensburg University Foundation September 2010 - April 2011
Variety Club Camp June 2010 - August 2010
PLANCO June 2007 - August 2007
Skills
Microsoft Office, PowerPoint, C++, Visual Basic, HTML, Unix, Access, Oracle SQL, SAP, Microsoft Word, Time Management, Organization, Critical Thinking, Teamwork, Customer Service, Microsoft Excel, MS Project, Leadership, QRPS, Multi Tasking, Visio, Quality Assurance
Education
Shippensburg University of Pennsylvania 2009 — 2013
B.S.B.A, Management Information Systems, General
Brie Darragh Brie Darragh's SEI Experience May 2009 - December 2010
Job Middle Office at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management May 2015 - Present
Aberdeen Asset Management January 2013 - April 2015
Aberdeen Asset Management December 2010 - December 2012
SEI May 2009 - December 2010
SEI Investments December 2007 - May 2009
SEI Investments May 2007 - December 2007
SEI Investments 2005 - 2007
Skills
Bloomberg, Equities, Mutual Funds, Hedge Funds, Fixed Income, Investments, Alternative Investments, Securities, Swaps, Business Analysis, Derivatives, Microsoft Excel, Portfolio Management, Access
Education
Temple University 2007 — 2010
MBA, Finance
Tulane University 2002 — 2006
BA, Sociology, French
Aberdeen Asset Management May 2015 - Present
Aberdeen Asset Management January 2013 - April 2015
Aberdeen Asset Management December 2010 - December 2012
SEI May 2009 - December 2010
SEI Investments December 2007 - May 2009
SEI Investments May 2007 - December 2007
SEI Investments 2005 - 2007
Skills
Bloomberg, Equities, Mutual Funds, Hedge Funds, Fixed Income, Investments, Alternative Investments, Securities, Swaps, Business Analysis, Derivatives, Microsoft Excel, Portfolio Management, Access
Education
Temple University 2007 — 2010
MBA, Finance
Tulane University 2002 — 2006
BA, Sociology, French
Stewart, Clay's SEI Experience September 2009 - Present
Job Touch of Class Dance Studio
Industry Financial Services
Experience
SEI September 2009 - Present
Touch of Class Dance Studio August 2008 - Present
SEI Investments December 2008 - September 2009
SEI September 2008 - December 2008
Grassroots Campaigns June 2006 - August 2006
Education
Temple University 2003 — 2007
SEI September 2009 - Present
Touch of Class Dance Studio August 2008 - Present
SEI Investments December 2008 - September 2009
SEI September 2008 - December 2008
Grassroots Campaigns June 2006 - August 2006
Education
Temple University 2003 — 2007
Ryan Leneis Ryan Leneis's SEI Experience September 2010 - April 2011
Job Associate BlackRock
Industry Financial Services
Experience
BlackRock May 2011 - Present
SEI September 2010 - April 2011
SEI August 2006 - September 2010
SEI May 2005 - August 2006
Education
Villanova University 2011 — 2014
MBA, Finance
Susquehanna University 2001 — 2005
BS, Finance
BlackRock May 2011 - Present
SEI September 2010 - April 2011
SEI August 2006 - September 2010
SEI May 2005 - August 2006
Education
Villanova University 2011 — 2014
MBA, Finance
Susquehanna University 2001 — 2005
BS, Finance
Cory Burnett Cory Burnett's SEI Experience July 2015 - Present
Job Fund Accountant at SEI
Industry Accounting
Experience
SEI July 2015 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, Event Planning, Research, Higher Education, Public Speaking
Education
Southern Adventist University 2012 — 2015
Bachelor's Degree, Financial Management - Accounting
Blue Mountain Academy 2008 — 2012
High School
SEI July 2015 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, Event Planning, Research, Higher Education, Public Speaking
Education
Southern Adventist University 2012 — 2015
Bachelor's Degree, Financial Management - Accounting
Blue Mountain Academy 2008 — 2012
High School
Liz Reasey's SEI Experience March 1989 - 1999
Job Manager in Ernst & Young's Advisory Practice; Wealth Management Team
Industry Financial Services
Experience
Ernst & Young August 2011 - Present
Legion Insurance (In Liquidation) September 2009 - July 2011
SEI Investments 1999 - February 2009
SEI March 1989 - 1999
Skills
Business Analysis, Requirements Analysis, Program Management, Management, Risk Management, Project Management, Business Process..., Financial Services, Business Process, CRM, Process Improvement, SDLC, PMO, Software Implementation, Relationship Management, Non-profits, Liquidation
Education
Shippensburg University of Pennsylvania
BSBA, Management and Accounting
Ernst & Young August 2011 - Present
Legion Insurance (In Liquidation) September 2009 - July 2011
SEI Investments 1999 - February 2009
SEI March 1989 - 1999
Skills
Business Analysis, Requirements Analysis, Program Management, Management, Risk Management, Project Management, Business Process..., Financial Services, Business Process, CRM, Process Improvement, SDLC, PMO, Software Implementation, Relationship Management, Non-profits, Liquidation
Education
Shippensburg University of Pennsylvania
BSBA, Management and Accounting
Christine Dragoun's SEI Experience October 2004 - November 2010
Job Vice President at Glenmede
Industry Financial Services
Experience
Glenmede November 2010 - Present
SEI October 2004 - November 2010
SEI December 2000 - October 2004
The Vanguard Group January 1997 - December 2000
Skills
Strategic Communications, Marketing, Financial Services, Marketing Strategy, Program Management, Social Media Marketing, CRM, Cross-functional Team..., Strategy, Competitive Analysis, Integrated Marketing, SEO, Strategic Planning, Market Research
Education
Syracuse University 1992 — 1996
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Great Valley High School 1989 — 1992
Diploma
Glenmede November 2010 - Present
SEI October 2004 - November 2010
SEI December 2000 - October 2004
The Vanguard Group January 1997 - December 2000
Skills
Strategic Communications, Marketing, Financial Services, Marketing Strategy, Program Management, Social Media Marketing, CRM, Cross-functional Team..., Strategy, Competitive Analysis, Integrated Marketing, SEO, Strategic Planning, Market Research
Education
Syracuse University 1992 — 1996
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Great Valley High School 1989 — 1992
Diploma
Bob Cocco's SEI Experience January 2012 - January 2013
Job Project Manager, Private Banking Implementations Team at SEI
Industry Financial Services
Experience
SEI Investments January 2013 - Present
SEI January 2012 - January 2013
SEI Investments July 2010 - March 2012
SEI Investments September 2007 - July 2010
SEI Investments February 2005 - September 2007
PNC Advisors September 1998 - January 2005
Skills
Mutual Funds, Corporate Actions, Securities, Derivatives, Hedge Funds, Bloomberg, Equities, Alternative Investments, Financial Services, Back Office, Middle Office
Education
Temple University 1998 — 2002
Human Resource Administration
SEI Investments January 2013 - Present
SEI January 2012 - January 2013
SEI Investments July 2010 - March 2012
SEI Investments September 2007 - July 2010
SEI Investments February 2005 - September 2007
PNC Advisors September 1998 - January 2005
Skills
Mutual Funds, Corporate Actions, Securities, Derivatives, Hedge Funds, Bloomberg, Equities, Alternative Investments, Financial Services, Back Office, Middle Office
Education
Temple University 1998 — 2002
Human Resource Administration
Jeff Fries's SEI Experience 1997 - 2001
Job VP at State Street Corp
Industry Financial Services
Experience
State Street Corp June 2001 - Present
SEI 1997 - 2001
Smith Barney 1991 - 1997
CPI Pension Services 1982 - 1990
Skills
Fund Accounting, Fixed Income, Equities, Securities, Derivatives, Middle Office, Mutual Funds, Financial Services, Asset Managment, Back Office, Hedge Funds, Corporate Actions, Business Analysis
Education
Temple University 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Spring-Ford High School 1975 — 1978
State Street Corp June 2001 - Present
SEI 1997 - 2001
Smith Barney 1991 - 1997
CPI Pension Services 1982 - 1990
Skills
Fund Accounting, Fixed Income, Equities, Securities, Derivatives, Middle Office, Mutual Funds, Financial Services, Asset Managment, Back Office, Hedge Funds, Corporate Actions, Business Analysis
Education
Temple University 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Spring-Ford High School 1975 — 1978
Thomasina Cole's SEI Experience 2001 - 2005
Job Account Manager at ACS
Industry Financial Services
Experience
Xerox January 2005 - Present
SEI 2001 - 2005
SEI Investments 1998 - 2001
Grubb and Ellis 1997 - 1998
Skills
CRM, Professional Services, Business Analysis, Vendor Management, Team Leadership, Business Intelligence, Process Improvement, New Business Development, Customer Service, Program Management, Project Management
Education
Temple University 1992 — 1995
Bachelor of Arts (B.A.)
University of Delaware 1990 — 1992
Xerox January 2005 - Present
SEI 2001 - 2005
SEI Investments 1998 - 2001
Grubb and Ellis 1997 - 1998
Skills
CRM, Professional Services, Business Analysis, Vendor Management, Team Leadership, Business Intelligence, Process Improvement, New Business Development, Customer Service, Program Management, Project Management
Education
Temple University 1992 — 1995
Bachelor of Arts (B.A.)
University of Delaware 1990 — 1992
Assa Ulli's SEI Experience August 2008 - August 2010
Job Senior Hedge Fund Accountant at Apex Fund Services
Industry Financial Services
Experience
Apex Fund Services (North America) August 2015 - Present
The Nottingham Company August 2014 - July 2015
AllianceBernstein January 2013 - July 2014
AllianceBernstein January 2012 - December 2012
AllianceBernstein August 2010 - December 2011
SEI August 2008 - August 2010
SEI November 2004 - August 2008
SEI Investments October 2003 - November 2004
SEI May 2000 - December 2003
Skills
Hedge Funds, Securities, Mutual Funds, Account Reconciliation, Valuation, Investments, Fund Accounting, Portfolio Accounting, Fund Of Funds, Financial Audits, K1 review, Corporate Actions, P&L Allocation, Bloomberg, Equities
Education
Stony Brook University 1996 — 1999
BA, Economics and Business Management Minor
Stony Brook University
Apex Fund Services (North America) August 2015 - Present
The Nottingham Company August 2014 - July 2015
AllianceBernstein January 2013 - July 2014
AllianceBernstein January 2012 - December 2012
AllianceBernstein August 2010 - December 2011
SEI August 2008 - August 2010
SEI November 2004 - August 2008
SEI Investments October 2003 - November 2004
SEI May 2000 - December 2003
Skills
Hedge Funds, Securities, Mutual Funds, Account Reconciliation, Valuation, Investments, Fund Accounting, Portfolio Accounting, Fund Of Funds, Financial Audits, K1 review, Corporate Actions, P&L Allocation, Bloomberg, Equities
Education
Stony Brook University 1996 — 1999
BA, Economics and Business Management Minor
Stony Brook University
Carol Dunkel's SEI Experience June 1978 - Present
Job SEI Global Wealth Platform Business Events Team Lead
Industry Financial Services
Experience
SEI June 1978 - Present
SEI Investments 1978 - Present
Skills
Portfolio Management, Business Analysis, SharePoint, Requirements Analysis, Vendor Management, Business Requirements, Project Portfolio..., Visio, PMO, Software Project..., Business Process...
Education
Temple University 1981 — 1981
some business
Conestoga High School 1975 — 1978
SEI June 1978 - Present
SEI Investments 1978 - Present
Skills
Portfolio Management, Business Analysis, SharePoint, Requirements Analysis, Vendor Management, Business Requirements, Project Portfolio..., Visio, PMO, Software Project..., Business Process...
Education
Temple University 1981 — 1981
some business
Conestoga High School 1975 — 1978
Richard Knott's SEI Experience June 2013 - Present
Job Managing Director, Head of US Asset Management at SEI
Industry Financial Services
Experience
SEI June 2013 - Present
SFG Alternatives June 2011 - June 2013
Richard Knott February 2010 - June 2011
OppenheimerFunds 1999 - 2010
Prudential Financial 1989 - 1999
United States Postal Service October 1979 - June 1989
Education
Temple University 1990 — 1993
Fox School of Business, Accounting, Finance, Magna Cum Laude
Strategic Coach
Program - Six Years, Entrepreneurship/Entrepreneurial Studies
SEI June 2013 - Present
SFG Alternatives June 2011 - June 2013
Richard Knott February 2010 - June 2011
OppenheimerFunds 1999 - 2010
Prudential Financial 1989 - 1999
United States Postal Service October 1979 - June 1989
Education
Temple University 1990 — 1993
Fox School of Business, Accounting, Finance, Magna Cum Laude
Strategic Coach
Program - Six Years, Entrepreneurship/Entrepreneurial Studies
Matt Fatz's SEI Experience July 2010 - June 2014
Job Relationship Manager at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC June 2014 - Present
SEI July 2010 - June 2014
Bernstein Global Wealth Management June 2008 - July 2010
Option One Mortgage Corporation 2004 - 2007
Education
Susquehanna University 1998 — 2002
BA, Finance
Emmaus High School 1994 — 1998
United Capital Financial Advisers, LLC June 2014 - Present
SEI July 2010 - June 2014
Bernstein Global Wealth Management June 2008 - July 2010
Option One Mortgage Corporation 2004 - 2007
Education
Susquehanna University 1998 — 2002
BA, Finance
Emmaus High School 1994 — 1998
Thomas Loughran's SEI Experience 1995 - 1997
Job Experienced Events Executive
Industry Events Services
Experience
Reed Exhibitions January 1999 - Present
Morgan Stanley Smith Barney 1997 - 1998
SEI 1995 - 1997
United States Marine Corps 1988 - 1994
Skills
Trade Shows, Marketing Strategy, Corporate Events, Event Management, New Business Development, Sponsorship, B2B, Marketing Communications, Email Marketing, Lead Generation, Marketing, Relationship Marketing
Education
Saint Lawrence University 1983 — 1987
BA, Economics
Reed Exhibitions January 1999 - Present
Morgan Stanley Smith Barney 1997 - 1998
SEI 1995 - 1997
United States Marine Corps 1988 - 1994
Skills
Trade Shows, Marketing Strategy, Corporate Events, Event Management, New Business Development, Sponsorship, B2B, Marketing Communications, Email Marketing, Lead Generation, Marketing, Relationship Marketing
Education
Saint Lawrence University 1983 — 1987
BA, Economics
Laura Bomberger, CFP®'s SEI Experience 1999 - 2002
Job Experienced Financial Sales Professional
Industry Financial Services
Experience
Bomberger Properties, LLC 2012 - Present
William Blair and Company March 2006 - March 2012
The Reserve 2004 - 2005
Promontory Interfinancial Network 2002 - 2004
SEI 1999 - 2002
Skills
Series 7, Series 63, Mutual Funds, New Business Development
Education
Susquehanna University 1995 — 1999
BS Business Administration, Finance
Bomberger Properties, LLC 2012 - Present
William Blair and Company March 2006 - March 2012
The Reserve 2004 - 2005
Promontory Interfinancial Network 2002 - 2004
SEI 1999 - 2002
Skills
Series 7, Series 63, Mutual Funds, New Business Development
Education
Susquehanna University 1995 — 1999
BS Business Administration, Finance
Stephanie Saxton's SEI Experience November 2000 - Present
Job Business Analyst/Project Manager
Industry Financial Services
Experience
SEI November 2000 - Present
Fleet Bank 1999 - 2000
Fleet Credit Card Services 1998 - 1999
Skills
SAS Programmer, MS SharePoint, Crystal Reports, Vendor Management, Back Office, Business Process..., SharePoint, Process Improvement, Business Requirements, Financial Analysis, Bloomberg, Risk Management, Requirements Gathering, Business Analysis, User Acceptance Testing, Asset Managment, Disaster Recovery, Requirements Analysis, Financial Services, SDLC, Fixed Income
Education
Temple University
Bachelor of Business Administration, Finance
Villanova University
SEI November 2000 - Present
Fleet Bank 1999 - 2000
Fleet Credit Card Services 1998 - 1999
Skills
SAS Programmer, MS SharePoint, Crystal Reports, Vendor Management, Back Office, Business Process..., SharePoint, Process Improvement, Business Requirements, Financial Analysis, Bloomberg, Risk Management, Requirements Gathering, Business Analysis, User Acceptance Testing, Asset Managment, Disaster Recovery, Requirements Analysis, Financial Services, SDLC, Fixed Income
Education
Temple University
Bachelor of Business Administration, Finance
Villanova University
Shawn MacCoy's SEI Experience January 2013 - Present
Job Solutions and Service Management at SEI
Industry Financial Services
Experience
SEI January 2013 - Present
SEI January 2011 - January 2013
SEI February 2008 - January 2011
SEI June 2006 - February 2008
Skills
Investments, Customer Service, Financial Services, Mutual Funds, Wealth Management, Microsoft Excel, Financial Analysis, Process Improvement, Business Analysis, Management, Settlement, Securities, Private Banking, Corporate Actions, Banking
Education
Temple University
SEI January 2013 - Present
SEI January 2011 - January 2013
SEI February 2008 - January 2011
SEI June 2006 - February 2008
Skills
Investments, Customer Service, Financial Services, Mutual Funds, Wealth Management, Microsoft Excel, Financial Analysis, Process Improvement, Business Analysis, Management, Settlement, Securities, Private Banking, Corporate Actions, Banking
Education
Temple University
Jean Nerino-Leigh's SEI Experience 2010 - Present
Job Client Service Professional at SEI
Industry Financial Services
Experience
SEI 2010 - Present
SEI 2001 - 2010
SEI Investments 2001 - 2010
SEI March 1997 - July 2001
CoreStates Bank October 1995 - March 1997
Skills
Relationship Management, Financial Services, Mutual Funds, Securities, Requirements Gathering, Wealth Management, Vendor Management, Executive Management, Banking, Portfolio Management, Hedge Funds, Fixed Income, Alternative Investments, Investments, Asset Allocation, Asset Management
Education
Temple University 1977 — 1981
SEI 2010 - Present
SEI 2001 - 2010
SEI Investments 2001 - 2010
SEI March 1997 - July 2001
CoreStates Bank October 1995 - March 1997
Skills
Relationship Management, Financial Services, Mutual Funds, Securities, Requirements Gathering, Wealth Management, Vendor Management, Executive Management, Banking, Portfolio Management, Hedge Funds, Fixed Income, Alternative Investments, Investments, Asset Allocation, Asset Management
Education
Temple University 1977 — 1981
Andy Decker, CAMS's SEI Experience August 2005 - Present
Job Compliance Officer at SEI
Industry Financial Services
Experience
SEI August 2005 - Present
SEI Investments 2005 - Present
US Navy August 1981 - September 2006
Old Mutual Asset Management November 2000 - August 2005
Education
Temple University
BBA, Finance
SEI August 2005 - Present
SEI Investments 2005 - Present
US Navy August 1981 - September 2006
Old Mutual Asset Management November 2000 - August 2005
Education
Temple University
BBA, Finance
Keith Cummings's SEI Experience January 2009 - July 2011
Job
Industry Financial Services
Experience
Bank of America July 2011 - Present
SEI January 2009 - July 2011
Lehman Brothers April 1999 - December 2008
Dreyfus April 1998 - March 1999
Skills
Software Quality..., Test Planning/Strategy, Test Execution, Defect Tracking, Metrics Reporting, Business Analysis, Requirements Gathering, User and Staff Training, HP Quality Center, Change Management, Incident Management, Team Management, Vendor Management, Process Improvement, Risk Management, SQL, Quality Center, SDLC
Education
State University of New York College at Fredonia 1988 — 1991
B.S.
Bank of America July 2011 - Present
SEI January 2009 - July 2011
Lehman Brothers April 1999 - December 2008
Dreyfus April 1998 - March 1999
Skills
Software Quality..., Test Planning/Strategy, Test Execution, Defect Tracking, Metrics Reporting, Business Analysis, Requirements Gathering, User and Staff Training, HP Quality Center, Change Management, Incident Management, Team Management, Vendor Management, Process Improvement, Risk Management, SQL, Quality Center, SDLC
Education
State University of New York College at Fredonia 1988 — 1991
B.S.
Mark Puliti's SEI Experience October 2012 - April 2014
Job Tax Specialist at SEI
Industry Accounting
Experience
SEI October 2012 - April 2014
SEI March 2007 - October 2012
DMi Partners 2006 - 2006
Skills
Financial Analysis, Bloomberg, Financial Reporting, Alternative Investments, Account Reconciliation, Hedge Funds, Accounting, Investments, Securities, Fixed Income, Financial Statements, Equities, Financial Modeling, Bloomberg Terminal, Portfolio Management, Valuation, Financial Accounting, US GAAP
Education
Villanova University School of Law 2012 — 2016
Master of taxation
Shippensburg University of Pennsylvania 2002 — 2006
Bachlors, Finance
SEI October 2012 - April 2014
SEI March 2007 - October 2012
DMi Partners 2006 - 2006
Skills
Financial Analysis, Bloomberg, Financial Reporting, Alternative Investments, Account Reconciliation, Hedge Funds, Accounting, Investments, Securities, Fixed Income, Financial Statements, Equities, Financial Modeling, Bloomberg Terminal, Portfolio Management, Valuation, Financial Accounting, US GAAP
Education
Villanova University School of Law 2012 — 2016
Master of taxation
Shippensburg University of Pennsylvania 2002 — 2006
Bachlors, Finance
Dave Liebrock's SEI Experience November 1978 - April 1991
Job VP at CapTrust Financial Advisors
Industry Financial Services
Experience
CAPTRUST January 2007 - Present
Fidelity Investments April 1991 - January 2008
SEI November 1978 - April 1991
SEI Investments 1978 - 1991
Education
Susquehanna University 1973 — 1978
BS, Finance, Economics
CAPTRUST January 2007 - Present
Fidelity Investments April 1991 - January 2008
SEI November 1978 - April 1991
SEI Investments 1978 - 1991
Education
Susquehanna University 1973 — 1978
BS, Finance, Economics
Mat Galliton's SEI Experience December 2003 - Present
Job Engineering at SEI
Industry Electrical/Electronic Manufacturing
Experience
SEI December 2003 - Present
Skills
Substation, Engineering, Electrical Engineering, Project Engineering, Management, Project Management, Energy
Education
Tarleton State University
SEI December 2003 - Present
Skills
Substation, Engineering, Electrical Engineering, Project Engineering, Management, Project Management, Energy
Education
Tarleton State University
Tish Leahy's SEI Experience June 2010 - Present
Job Global Technology ServicesMFD Specialist at SEI
Industry Financial Services
Experience
SEI June 2010 - Present
SEI Investments November 2004 - June 2010
PNC Advisors 1998 - 2004
Enterprise Rent-A-Car 1996 - 1998
Skills
Mutual Funds, Portfolio Management, Investments, Financial Services, Alternative Investments, Wealth Management, Securities, Bloomberg, Equities, Fixed Income, Securities Lending, Banking, Corporate Actions, Asset Managment, Hedge Funds, Relationship Management, Asset Management
Education
Shippensburg University of Pennsylvania 1992 — 1996
BS, Geoenvironmental Science, Government
SEI June 2010 - Present
SEI Investments November 2004 - June 2010
PNC Advisors 1998 - 2004
Enterprise Rent-A-Car 1996 - 1998
Skills
Mutual Funds, Portfolio Management, Investments, Financial Services, Alternative Investments, Wealth Management, Securities, Bloomberg, Equities, Fixed Income, Securities Lending, Banking, Corporate Actions, Asset Managment, Hedge Funds, Relationship Management, Asset Management
Education
Shippensburg University of Pennsylvania 1992 — 1996
BS, Geoenvironmental Science, Government
Joe McCarrick's SEI Experience August 2004 - Present
Job Glbl. Instl Perf. Analyst at SEI
Industry Financial Services
Experience
SEI August 2004 - Present
Education
Temple University 1988 — 1991
Bachelor’s Degree, Finance and Marketing
SEI August 2004 - Present
Education
Temple University 1988 — 1991
Bachelor’s Degree, Finance and Marketing
Nicole Vattimo's SEI Experience May 2008 - Present
Job Corporate Marketing and Communications at SEI
Industry Financial Services
Experience
SEI May 2008 - Present
Skills
Financial Services, Vendor Management, Account Management, Strategy, Business Planning, Direct Marketing, Client Services, Financial Markets, Media Relations, Investor Relations, Proofreading, Editing, Writing, Press Releases, Marketing Communications, Crisis Communications, Social Media, Corporate Communications, Corporate Events, Corporate Websites, Media Skills Training
Education
Temple University 2006 — 2008
Master's, Journalism
Washington College 2002 — 2006
Bachelor of Arts, English
SEI May 2008 - Present
Skills
Financial Services, Vendor Management, Account Management, Strategy, Business Planning, Direct Marketing, Client Services, Financial Markets, Media Relations, Investor Relations, Proofreading, Editing, Writing, Press Releases, Marketing Communications, Crisis Communications, Social Media, Corporate Communications, Corporate Events, Corporate Websites, Media Skills Training
Education
Temple University 2006 — 2008
Master's, Journalism
Washington College 2002 — 2006
Bachelor of Arts, English
Ali uqdah's SEI Experience May 2007 - Present
Job Tax Accountant at SEI
Industry Accounting
Experience
SEI May 2007 - Present
Skills
Accounting
Education
Temple University
Accounting
SEI May 2007 - Present
Skills
Accounting
Education
Temple University
Accounting
Cyril Zarkoff's SEI Experience December 2010 - February 2012
Job Business Insight Manager at Qlik
Industry Financial Services
Experience
Qlik August 2014 - Present
BNY Mellon February 2012 - August 2014
SEI December 2010 - February 2012
Citi June 2008 - December 2010
Skills
Business Intelligence, Project Management, Financial Analysis, Process Improvement, Numerical Fluency, Quantitative Research, Strategic Management, Business Strategy, Salesforce, Marketing Analytics, Strategic Planning, Market Segmentation, Risk Management, Business Analysis, SQL, Strategic Marketing..., Change Management, Data Analysis, Analysis, Business Process...
Education
Villanova University 2011 — 2014
MBA, Strategic Management & International Business
Temple University 2006 — 2007
Bachelors, Economics
Qlik August 2014 - Present
BNY Mellon February 2012 - August 2014
SEI December 2010 - February 2012
Citi June 2008 - December 2010
Skills
Business Intelligence, Project Management, Financial Analysis, Process Improvement, Numerical Fluency, Quantitative Research, Strategic Management, Business Strategy, Salesforce, Marketing Analytics, Strategic Planning, Market Segmentation, Risk Management, Business Analysis, SQL, Strategic Marketing..., Change Management, Data Analysis, Analysis, Business Process...
Education
Villanova University 2011 — 2014
MBA, Strategic Management & International Business
Temple University 2006 — 2007
Bachelors, Economics
Jamila Sefiane's SEI Experience June 2012 - December 2013
Job
Industry Accounting
Experience
hibu January 2014 - April 2014
SEI June 2012 - December 2013
Capmark bank February 2011 - June 2012
Capmark Bank 2009 - 2011
Capmark October 2007 - June 2009
SMART Business Advisory and Consulting 2002 - 2007
Skills
Enterprise Risk..., Internal Audit, Internal Controls, Audit, Risk Assessment, Compliance, SOX, Auditing, CPA, SEC filings, Sarbanes-Oxley Act, Financial Accounting, Asset Management, Due Diligence, Financial Risk, Sarbanes-Oxley, GAAP, Accounting, Financial Reporting, Financial Audits, IT Audit, Financial Analysis, US GAAP, IFRS
Education
Temple University 1999 — 2002
BBA, Accounting
Temple University
Bachelor's degree, Accounting
hibu January 2014 - April 2014
SEI June 2012 - December 2013
Capmark bank February 2011 - June 2012
Capmark Bank 2009 - 2011
Capmark October 2007 - June 2009
SMART Business Advisory and Consulting 2002 - 2007
Skills
Enterprise Risk..., Internal Audit, Internal Controls, Audit, Risk Assessment, Compliance, SOX, Auditing, CPA, SEC filings, Sarbanes-Oxley Act, Financial Accounting, Asset Management, Due Diligence, Financial Risk, Sarbanes-Oxley, GAAP, Accounting, Financial Reporting, Financial Audits, IT Audit, Financial Analysis, US GAAP, IFRS
Education
Temple University 1999 — 2002
BBA, Accounting
Temple University
Bachelor's degree, Accounting
Joseph Canio's SEI Experience January 2013 - Present
Job Analyst at SEI
Industry Banking
Experience
SEI January 2013 - Present
Total Facility Management 2010 - 2011
Total Facility Management 2010 - 2011
Total Facility Management 2010 - 2011
BNY Mellon May 1995 - August 2008
Skills
Customer Service, Vendor Management, Risk Management, Process Improvement, Project Management, Management, Leadership, Training, Banking, Team Leadership, Access, Operations Management
Education
Temple University 1969 — 1974
BA, COMMUNICATIONS
SEI January 2013 - Present
Total Facility Management 2010 - 2011
Total Facility Management 2010 - 2011
Total Facility Management 2010 - 2011
BNY Mellon May 1995 - August 2008
Skills
Customer Service, Vendor Management, Risk Management, Process Improvement, Project Management, Management, Leadership, Training, Banking, Team Leadership, Access, Operations Management
Education
Temple University 1969 — 1974
BA, COMMUNICATIONS
Mario Litterio's SEI Experience 1989 - 1993
Job Helpdesk Tier2 at NCO Group
Industry Outsourcing/Offshoring
Experience
NCO Group Operations AnalystThe Vanguard Group1994 - 2008
vanguard group of investments 1994 - 2008
SEI 1989 - 1993
Lukens Steel 1985 - 1989
shared medical systems 1981 - 1985
Skills
Troubleshooting, Call Centers, Technical Support, Vendor Management, Disaster Recovery, Help Desk Support, Process Improvement, Cisco Technologies, BPO, Active Directory, Avaya, Microsoft Office
Education
Temple University 1974 — 1975
Bishop Neumann High School 1970 — 1974
NCO Group Operations AnalystThe Vanguard Group1994 - 2008
vanguard group of investments 1994 - 2008
SEI 1989 - 1993
Lukens Steel 1985 - 1989
shared medical systems 1981 - 1985
Skills
Troubleshooting, Call Centers, Technical Support, Vendor Management, Disaster Recovery, Help Desk Support, Process Improvement, Cisco Technologies, BPO, Active Directory, Avaya, Microsoft Office
Education
Temple University 1974 — 1975
Bishop Neumann High School 1970 — 1974
Mary Jean Dougherty's SEI Experience 1989 - 2000
Job Chief Financial Officer at Old Glory Asset Management
Industry Financial Services
Experience
Old Glory Asset Management April 2003 - Present
SEI 1989 - 2000
Education
Villanova University 1990 — 1994
MBA
Shippensburg University of Pennsylvania 1987 — 1991
bsba, finance
Old Glory Asset Management April 2003 - Present
SEI 1989 - 2000
Education
Villanova University 1990 — 1994
MBA
Shippensburg University of Pennsylvania 1987 — 1991
bsba, finance
Akshay Chitale's SEI Experience June 2009 - August 2009
Job Valuation Control Business Management Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
JP Morgan August 2010 - May 2013
City of Philadelphia June 2008 - April 2010
SEI June 2009 - August 2009
Temple University September 2007 - December 2007
Wyeth July 2007 - August 2007
Education
Temple University 2006 — 2010
BBA, International Business Administration and Finance, 3.82/4.0
Centre D'Etudes Franco-Americain de Management 2008 — 2008
Bachelor's degree credits, Study Abroad in Lyon, France
J.P. Morgan May 2013 - Present
JP Morgan August 2010 - May 2013
City of Philadelphia June 2008 - April 2010
SEI June 2009 - August 2009
Temple University September 2007 - December 2007
Wyeth July 2007 - August 2007
Education
Temple University 2006 — 2010
BBA, International Business Administration and Finance, 3.82/4.0
Centre D'Etudes Franco-Americain de Management 2008 — 2008
Bachelor's degree credits, Study Abroad in Lyon, France
Nancy Kelman's SEI Experience 1991 - 1992
Job Applications Specialist Implementation at Bright Horizons
Industry Information Technology and Services
Experience
Bright Horizons December 2011 - Present
Magic Garden, Inc. October 2005 - December 2011
OneSource Information Services 1999 - 2004
Bank of Boston 1994 - 1996
National Computer Systems 1992 - 1994
SEI 1991 - 1992
SEI 1987 - 1990
SEI 1986 - 1987
SEI 1982 - 1986
Skills
Software Documentation, Process Improvement, Customer Service, Project Management, Testing, Training, Business Analysis, Technical Writing, Public Speaking, Strategic Planning, Microsoft Office, Leadership, Analysis, Research, PowerPoint, Teaching
Education
Smith Management Program 1988 — 1989
Certificate, Management
Smith College 1977 — 1981
A.B., English
Bright Horizons December 2011 - Present
Magic Garden, Inc. October 2005 - December 2011
OneSource Information Services 1999 - 2004
Bank of Boston 1994 - 1996
National Computer Systems 1992 - 1994
SEI 1991 - 1992
SEI 1987 - 1990
SEI 1986 - 1987
SEI 1982 - 1986
Skills
Software Documentation, Process Improvement, Customer Service, Project Management, Testing, Training, Business Analysis, Technical Writing, Public Speaking, Strategic Planning, Microsoft Office, Leadership, Analysis, Research, PowerPoint, Teaching
Education
Smith Management Program 1988 — 1989
Certificate, Management
Smith College 1977 — 1981
A.B., English
Saman Azeem's SEI Experience October 2011 - December 2014
Job at
Industry Information Technology and Services
Experience
KPMG US August 2015 - Present
Chase Receivables March 2015 - July 2015
SEI October 2011 - December 2014
EISAI February 2009 - November 2011
Nina textile industry 2006 - 2009
Skills
Database Design, Performance Tuning, Database Administration, Database Admin, Databases, Oracle, Query Optimization, SQL, SSIS, Microsoft SQL Server
Education
School name: 2000 — 2003
Bachelor of Science (B.S.) in Computer Engineering, Sir Syed University of Engineering & Technology
Sir Syed University of Engineering and Technology 2000 — 2003
Bachelor of Science (BS) in Computer Engineering, Computer Engineering
KPMG US August 2015 - Present
Chase Receivables March 2015 - July 2015
SEI October 2011 - December 2014
EISAI February 2009 - November 2011
Nina textile industry 2006 - 2009
Skills
Database Design, Performance Tuning, Database Administration, Database Admin, Databases, Oracle, Query Optimization, SQL, SSIS, Microsoft SQL Server
Education
School name: 2000 — 2003
Bachelor of Science (B.S.) in Computer Engineering, Sir Syed University of Engineering & Technology
Sir Syed University of Engineering and Technology 2000 — 2003
Bachelor of Science (BS) in Computer Engineering, Computer Engineering
Kevin Guerette's SEI Experience January 2006 - April 2013
Job Vice President, Director of Distribution Strategies at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC December 2013 - Present
SEI January 2006 - April 2013
Guardian Investor Services January 2000 - January 2006
New England Financial January 1996 - December 2000
Skills
Sales Management, Investments, Strategy, Strategic Planning, Insurance, Sales, Marketing, Business Development, Relationship Management, Financial Services, Mutual Funds, Wealth Management, Alternative Investments, Broker-Dealer, Product Development, Asset Management
Education
Stonehill College 1992 — 1995
Bachelors, Business Management
Manchester High School 1988 — 1991
Ultimus Fund Solutions, LLC December 2013 - Present
SEI January 2006 - April 2013
Guardian Investor Services January 2000 - January 2006
New England Financial January 1996 - December 2000
Skills
Sales Management, Investments, Strategy, Strategic Planning, Insurance, Sales, Marketing, Business Development, Relationship Management, Financial Services, Mutual Funds, Wealth Management, Alternative Investments, Broker-Dealer, Product Development, Asset Management
Education
Stonehill College 1992 — 1995
Bachelors, Business Management
Manchester High School 1988 — 1991
Foong Su's SEI Experience November 2013 - Present
Job Operations Analyst
Industry Investment Management
Experience
SEI November 2013 - Present
Magellan Search & Staffing July 2013 - November 2013
Johnny Chang's November 2007 - August 2013
Mikawa August 2011 - October 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Outlook, Financial Accounting, Tax Accounting
Education
Temple University 2007 — 2012
Bachelor of Business Administration (BBA), Accounting, MIS minor
SEI November 2013 - Present
Magellan Search & Staffing July 2013 - November 2013
Johnny Chang's November 2007 - August 2013
Mikawa August 2011 - October 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Outlook, Financial Accounting, Tax Accounting
Education
Temple University 2007 — 2012
Bachelor of Business Administration (BBA), Accounting, MIS minor
Matthew Bieleski's SEI Experience May 2014 - Present
Job Supervisor at SEI
Industry Financial Services
Experience
SEI May 2014 - Present
SEI August 2010 - May 2014
Education
Shippensburg University of Pennsylvania 2004 — 2008
BSBA, Finance
SEI May 2014 - Present
SEI August 2010 - May 2014
Education
Shippensburg University of Pennsylvania 2004 — 2008
BSBA, Finance
Eugene Radchin's SEI Experience March 2012 - February 2013
Job Systems Developer I at Almac Clinical Technologies
Industry Computer Software
Experience
Almac Clinical Technologies April 2013 - Present
SEI March 2012 - February 2013
Skills
jQuery, CSS, Java, Business Analysis, Marketing Communications, SQL, Database Design, Microsoft Excel, Project Management, Microsoft Office, C++, SDLC, PowerPoint, Customer Service, JavaScript, Oracle, HTML, HTML 5, Agile Methodologies, Web Development, Git, Microsoft SQL Server, Visual Studio
Education
Temple University 2008 — 2011
Computer Science
Almac Clinical Technologies April 2013 - Present
SEI March 2012 - February 2013
Skills
jQuery, CSS, Java, Business Analysis, Marketing Communications, SQL, Database Design, Microsoft Excel, Project Management, Microsoft Office, C++, SDLC, PowerPoint, Customer Service, JavaScript, Oracle, HTML, HTML 5, Agile Methodologies, Web Development, Git, Microsoft SQL Server, Visual Studio
Education
Temple University 2008 — 2011
Computer Science
Antoine McIntosh, CFA's SEI Experience October 2012 - March 2014
Job Equity Research Analyst at Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC March 2014 - Present
SEI October 2012 - March 2014
SEI Investments July 2010 - October 2012
Skills
Mutual Funds, Investments, Portfolio Management, Equities, Bloomberg Terminal, Corporate Actions, Advent, Accruals, Leadership, Financial Markets, Microsoft Office, Pivot Tables, Vlookup, Microsoft Excel, Morningstar Direct, Factset, Datastream, Performance Attribution, Fundamental Analysis
Education
Susquehanna University 2006 — 2010
Bachelor of Science, Economics
Sterling Capital Management LLC March 2014 - Present
SEI October 2012 - March 2014
SEI Investments July 2010 - October 2012
Skills
Mutual Funds, Investments, Portfolio Management, Equities, Bloomberg Terminal, Corporate Actions, Advent, Accruals, Leadership, Financial Markets, Microsoft Office, Pivot Tables, Vlookup, Microsoft Excel, Morningstar Direct, Factset, Datastream, Performance Attribution, Fundamental Analysis
Education
Susquehanna University 2006 — 2010
Bachelor of Science, Economics
Paul McElrone's SEI Experience June 2005 - Present
Job Business Analyst II/Project Manager at SEI Investments
Industry Financial Services
Experience
SEI June 2005 - Present
Skills
Microsoft Excel, Microsoft Office, Management, Customer Service, Budgets, Microsoft Word, Leadership, Financial Analysis, PowerPoint, Project Management
Education
Shippensburg University of Pennsylvania 2001 — 2005
Bachelor of Science (B.S.), Business Administtration, Economics and Finance
SEI June 2005 - Present
Skills
Microsoft Excel, Microsoft Office, Management, Customer Service, Budgets, Microsoft Word, Leadership, Financial Analysis, PowerPoint, Project Management
Education
Shippensburg University of Pennsylvania 2001 — 2005
Bachelor of Science (B.S.), Business Administtration, Economics and Finance
Megan Nogalski's SEI Experience August 2012 - Present
Job Relationship Manager, Private Banks at SEI
Industry Financial Services
Experience
SEI August 2012 - Present
SEI Investments September 2010 - November 2012
SEI Investments September 2009 - January 2011
Cache January 2006 - May 2009
Skills
Asset Allocation, Private Banking, Mutual Funds, Investments, Financial Services, Securities, Equities, Asset Management, Portfolio Management, Alternative Investments, Series 7, Finance, Financial Analysis, Relationship Management, Strategic Financial..., Investment Management, Wealth Management, Banking, Hedge Funds, Bloomberg, Fixed Income
Education
Stetson University
BBA, Finance, Accounting
SEI August 2012 - Present
SEI Investments September 2010 - November 2012
SEI Investments September 2009 - January 2011
Cache January 2006 - May 2009
Skills
Asset Allocation, Private Banking, Mutual Funds, Investments, Financial Services, Securities, Equities, Asset Management, Portfolio Management, Alternative Investments, Series 7, Finance, Financial Analysis, Relationship Management, Strategic Financial..., Investment Management, Wealth Management, Banking, Hedge Funds, Bloomberg, Fixed Income
Education
Stetson University
BBA, Finance, Accounting
Donna (Iordana) Karambelas's SEI Experience July 2007 - February 2009
Job .
Industry Financial Services
Experience
Vanguard April 2015 - Present
Valley Forge Trattoria and Lounge May 2011 - Present
Home February 2009 - Present
SEI July 2007 - February 2009
SEI November 2006 - July 2007
ATR, Inc 2005 - 2006
Skills
Mutual Funds, Process Improvement, Investments, Financial Services, Microsoft Excel, Financial Analysis, Portfolio Management, Financial Reporting, Asset Management, Customer Service, Accounting, Alternative Investments, Equities, Management, Hedge Funds, Microsoft Office, Securities
Education
Temple University 2000 — 2005
B.A Mathematics, Mathematics
Thompson Institute 1997 — 1999
Medical Assisting, Medical/Clinical Assistant
Vanguard April 2015 - Present
Valley Forge Trattoria and Lounge May 2011 - Present
Home February 2009 - Present
SEI July 2007 - February 2009
SEI November 2006 - July 2007
ATR, Inc 2005 - 2006
Skills
Mutual Funds, Process Improvement, Investments, Financial Services, Microsoft Excel, Financial Analysis, Portfolio Management, Financial Reporting, Asset Management, Customer Service, Accounting, Alternative Investments, Equities, Management, Hedge Funds, Microsoft Office, Securities
Education
Temple University 2000 — 2005
B.A Mathematics, Mathematics
Thompson Institute 1997 — 1999
Medical Assisting, Medical/Clinical Assistant
Hugh Abbott's SEI Experience April 2011 - January 2012
Job Camp and Teen Director at Brandywine YMCA
Industry Nonprofit Organization Management
Experience
Brandywine YMCA May 2015 - Present
YMCA of the Upper Main Line May 2012 - May 2015
SEI April 2011 - January 2012
PLANCO 2006 - 2011
Skills
Social Media, Public Speaking, Event Planning, Microsoft Office, Acting, Leadership, Team Building, Event Management
Education
Temple University 2001 — 2008
Communications, Theater
Brandywine YMCA May 2015 - Present
YMCA of the Upper Main Line May 2012 - May 2015
SEI April 2011 - January 2012
PLANCO 2006 - 2011
Skills
Social Media, Public Speaking, Event Planning, Microsoft Office, Acting, Leadership, Team Building, Event Management
Education
Temple University 2001 — 2008
Communications, Theater
Clay Stewart's SEI Experience December 2013 - Present
Job Business Analyst II
Industry
Experience
SEI December 2013 - Present
SEI June 2012 - December 2013
SEI September 2009 - May 2012
SEI December 2008 - September 2009
SEI June 2007 - December 2008
Grassroots Campaigns May 2007 - August 2007
Education
Temple University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
SEI December 2013 - Present
SEI June 2012 - December 2013
SEI September 2009 - May 2012
SEI December 2008 - September 2009
SEI June 2007 - December 2008
Grassroots Campaigns May 2007 - August 2007
Education
Temple University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Michael Hinde's SEI Experience August 2012 - August 2013
Job Staff Analyst at Talen Energy
Industry Utilities
Experience
Talen Energy June 2015 - Present
PPL Corporation November 2014 - May 2015
PPL Corporation August 2013 - November 2014
SEI August 2012 - August 2013
RLI January 2012 - April 2012
Lincoln Financial Advisors May 2011 - August 2011
Education
Temple University 2008 — 2012
B.B.A., Finance
Talen Energy June 2015 - Present
PPL Corporation November 2014 - May 2015
PPL Corporation August 2013 - November 2014
SEI August 2012 - August 2013
RLI January 2012 - April 2012
Lincoln Financial Advisors May 2011 - August 2011
Education
Temple University 2008 — 2012
B.B.A., Finance
Patricia Constable's SEI Experience 1986 - 1995
Job Accounting at TricolorTree Transplanting & Nursery
Industry Accounting
Experience
TricolorTree Transplanting & Nursery 1990 - Present
SEI 1986 - 1995
Skills
Microsoft Office, Photostory, Publisher, Strategic Planning, Microsoft Word, PowerPoint, Financial Analysis, Sales, Budgets, Marketing, Microsoft Publisher, Microsoft Excel, Retail, New Business Development, Management, Customer Service, Negotiation
Education
Temple University 1979 — 1982
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
TricolorTree Transplanting & Nursery 1990 - Present
SEI 1986 - 1995
Skills
Microsoft Office, Photostory, Publisher, Strategic Planning, Microsoft Word, PowerPoint, Financial Analysis, Sales, Budgets, Marketing, Microsoft Publisher, Microsoft Excel, Retail, New Business Development, Management, Customer Service, Negotiation
Education
Temple University 1979 — 1982
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Jeremy Sloane's SEI Experience February 2005 - May 2011
Job Supervisor of Securities Operations at CBRE Clarion Securities
Industry Financial Services
Experience
CBRE Clarion Securities May 2011 - Present
SEI February 2005 - May 2011
Goldman Sachs December 2002 - February 2005
Education
Temple University
BBA, Accounting
CBRE Clarion Securities May 2011 - Present
SEI February 2005 - May 2011
Goldman Sachs December 2002 - February 2005
Education
Temple University
BBA, Accounting
Joseph Kannadan's SEI Experience April 2010 - November 2012
Job Investment Accounting Analyst
Industry Financial Services
Experience
BlackRock November 2012 - Present
SEI April 2010 - November 2012
Education
Temple University 2004 — 2010
Bachelor’s Degree, Finance, General
BlackRock November 2012 - Present
SEI April 2010 - November 2012
Education
Temple University 2004 — 2010
Bachelor’s Degree, Finance, General
Mikhail Forrester's SEI Experience March 2012 - Present
Job Business
Industry Accounting
Experience
SEI March 2012 - Present
Person and Reed Insulation June 2007 - July 2011
Prudential Financial September 2010 - January 2011
US Census Bureau April 2010 - June 2010
Skills
Data Entry, Accounting, Finance, Management, Account Reconciliation
Education
Temple University 2007 — 2011
BBA, Accoutning
SEI March 2012 - Present
Person and Reed Insulation June 2007 - July 2011
Prudential Financial September 2010 - January 2011
US Census Bureau April 2010 - June 2010
Skills
Data Entry, Accounting, Finance, Management, Account Reconciliation
Education
Temple University 2007 — 2011
BBA, Accoutning
Kathleen Weir's SEI Experience 1999 - 2011
Job Chair, Legislative Advocacy CommitteeCCAT
Industry Philanthropy
Experience
CCAT January 2012 - Present
SEI 1999 - 2011
PNC 1996 - 1999
Drinker Biddle & Reath LLP 1993 - 1996
Skills
Nonprofits, Fundraising, Public Speaking, Strategic Planning, Research, Event Planning, Community Outreach, Microsoft Office, Volunteer Management, Philanthropy, Public Relations, Grant Writing, Event Management, Program Development, Editing, Project Management, Program Management, Grants
Education
Villanova University School of Law 1988 — 1991
Juris Doctor
Temple University 1986 — 1988
Master's Degree
CCAT January 2012 - Present
SEI 1999 - 2011
PNC 1996 - 1999
Drinker Biddle & Reath LLP 1993 - 1996
Skills
Nonprofits, Fundraising, Public Speaking, Strategic Planning, Research, Event Planning, Community Outreach, Microsoft Office, Volunteer Management, Philanthropy, Public Relations, Grant Writing, Event Management, Program Development, Editing, Project Management, Program Management, Grants
Education
Villanova University School of Law 1988 — 1991
Juris Doctor
Temple University 1986 — 1988
Master's Degree
Patrick Rainey's SEI Experience February 2014 - Present
Job Fund Accounting Manager at SEI
Industry Financial Services
Experience
SEI February 2014 - Present
SEI June 2007 - February 2014
SEI June 2006 - July 2007
Skills
Mutual Funds, Collective Investment..., ETFs, Financial Reporting, InvestOne, Microsoft Excel, Financial Statement..., Equities, Bonds
Education
Temple University 2002 — 2006
Bachelor of Arts (BA), Mathematical Economics
SEI February 2014 - Present
SEI June 2007 - February 2014
SEI June 2006 - July 2007
Skills
Mutual Funds, Collective Investment..., ETFs, Financial Reporting, InvestOne, Microsoft Excel, Financial Statement..., Equities, Bonds
Education
Temple University 2002 — 2006
Bachelor of Arts (BA), Mathematical Economics
Kyle Koehler's SEI Experience Implementation ManagerSEI InvestmentsSeptember 1997 - Present
Job Project Manager at SEI Investments
Industry Financial Services
Experience
SEI Implementation ManagerSEI InvestmentsSeptember 1997 - Present
Education
Shippensburg University of Pennsylvania 1986 — 1990
Bachelor’s Degree
SEI Implementation ManagerSEI InvestmentsSeptember 1997 - Present
Education
Shippensburg University of Pennsylvania 1986 — 1990
Bachelor’s Degree
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.